The Francis Foundation Inc.
Plan context: Francis Foundation Inc. 401(K) Retirement Plan
EIN 03-0364458 • Williston, VT • 14 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,186,356
2025 Contributions
$43,836
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,186,356 | $43,836 | $7,306iApproximate average salary by contribution assumption: employee only about $182,650 at 4% or $121,767 at 6%; with 50% employer match about $121,767 at 4% or $81,178 at 6%; with 100% employer match about $91,325 at 4% or $60,883 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 6 | $1,186,356 | $43,836 | $7,306iApproximate average salary by contribution assumption: employee only about $182,650 at 4% or $121,767 at 6%; with 50% employer match about $121,767 at 4% or $81,178 at 6%; with 100% employer match about $91,325 at 4% or $60,883 at 6%. |
| 2024 | 1 | 9 | $985,935 | $43,336 | $4,815iApproximate average salary by contribution assumption: employee only about $120,378 at 4% or $80,252 at 6%; with 50% employer match about $80,252 at 4% or $53,501 at 6%; with 100% employer match about $60,189 at 4% or $40,126 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 9 | $985,935 | $43,336 | $4,815iApproximate average salary by contribution assumption: employee only about $120,378 at 4% or $80,252 at 6%; with 50% employer match about $80,252 at 4% or $53,501 at 6%; with 100% employer match about $60,189 at 4% or $40,126 at 6%. |
| 2023 | 1 | 8 | $857,118 | $52,523 | $6,565iApproximate average salary by contribution assumption: employee only about $164,134 at 4% or $109,423 at 6%; with 50% employer match about $109,423 at 4% or $72,949 at 6%; with 100% employer match about $82,067 at 4% or $54,711 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 8 | $857,118 | $52,523 | $6,565iApproximate average salary by contribution assumption: employee only about $164,134 at 4% or $109,423 at 6%; with 50% employer match about $109,423 at 4% or $72,949 at 6%; with 100% employer match about $82,067 at 4% or $54,711 at 6%. |
| 2022 | 1 | 9 | $693,203 | $25,029 | $2,781iApproximate average salary by contribution assumption: employee only about $69,525 at 4% or $46,350 at 6%; with 50% employer match about $46,350 at 4% or $30,900 at 6%; with 100% employer match about $34,763 at 4% or $23,175 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 9 | $693,203 | $25,029 | $2,781iApproximate average salary by contribution assumption: employee only about $69,525 at 4% or $46,350 at 6%; with 50% employer match about $46,350 at 4% or $30,900 at 6%; with 100% employer match about $34,763 at 4% or $23,175 at 6%. |
| 2021 | 1 | 11 | $1,067,867 | $61,135 | $5,558iApproximate average salary by contribution assumption: employee only about $138,943 at 4% or $92,629 at 6%; with 50% employer match about $92,629 at 4% or $61,753 at 6%; with 100% employer match about $69,472 at 4% or $46,314 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 11 | $1,067,867 | $61,135 | $5,558iApproximate average salary by contribution assumption: employee only about $138,943 at 4% or $92,629 at 6%; with 50% employer match about $92,629 at 4% or $61,753 at 6%; with 100% employer match about $69,472 at 4% or $46,314 at 6%. |
| 2020 | 1 | 12 | $931,888 | $62,341 | $5,195iApproximate average salary by contribution assumption: employee only about $129,877 at 4% or $86,585 at 6%; with 50% employer match about $86,585 at 4% or $57,723 at 6%; with 100% employer match about $64,939 at 4% or $43,292 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 12 | $931,888 | $62,341 | $5,195iApproximate average salary by contribution assumption: employee only about $129,877 at 4% or $86,585 at 6%; with 50% employer match about $86,585 at 4% or $57,723 at 6%; with 100% employer match about $64,939 at 4% or $43,292 at 6%. |
| 2019 | 1 | 12 | $752,292 | $61,518 | $5,127iApproximate average salary by contribution assumption: employee only about $128,163 at 4% or $85,442 at 6%; with 50% employer match about $85,442 at 4% or $56,961 at 6%; with 100% employer match about $64,081 at 4% or $42,721 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 12 | $752,292 | $61,518 | $5,127iApproximate average salary by contribution assumption: employee only about $128,163 at 4% or $85,442 at 6%; with 50% employer match about $85,442 at 4% or $56,961 at 6%; with 100% employer match about $64,081 at 4% or $42,721 at 6%. |
| 2018 | 1 | 12 | $570,431 | $112,596 | $9,383iApproximate average salary by contribution assumption: employee only about $234,575 at 4% or $156,383 at 6%; with 50% employer match about $156,383 at 4% or $104,256 at 6%; with 100% employer match about $117,288 at 4% or $78,192 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 12 | $570,431 | $112,596 | $9,383iApproximate average salary by contribution assumption: employee only about $234,575 at 4% or $156,383 at 6%; with 50% employer match about $156,383 at 4% or $104,256 at 6%; with 100% employer match about $117,288 at 4% or $78,192 at 6%. |
| 2017 | 1 | 11 | $497,308 | $71,432 | $6,494iApproximate average salary by contribution assumption: employee only about $162,345 at 4% or $108,230 at 6%; with 50% employer match about $108,230 at 4% or $72,154 at 6%; with 100% employer match about $81,173 at 4% or $54,115 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 11 | $497,308 | $71,432 | $6,494iApproximate average salary by contribution assumption: employee only about $162,345 at 4% or $108,230 at 6%; with 50% employer match about $108,230 at 4% or $72,154 at 6%; with 100% employer match about $81,173 at 4% or $54,115 at 6%. |
| 2016 | 1 | 10 | $353,371 | $52,980 | $5,298iApproximate average salary by contribution assumption: employee only about $132,450 at 4% or $88,300 at 6%; with 50% employer match about $88,300 at 4% or $58,867 at 6%; with 100% employer match about $66,225 at 4% or $44,150 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 10 | $353,371 | $52,980 | $5,298iApproximate average salary by contribution assumption: employee only about $132,450 at 4% or $88,300 at 6%; with 50% employer match about $88,300 at 4% or $58,867 at 6%; with 100% employer match about $66,225 at 4% or $44,150 at 6%. |
| 2015 | 1 | 12 | $284,479 | $49,628 | $4,136iApproximate average salary by contribution assumption: employee only about $103,392 at 4% or $68,928 at 6%; with 50% employer match about $68,928 at 4% or $45,952 at 6%; with 100% employer match about $51,696 at 4% or $34,464 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 12 | $284,479 | $49,628 | $4,136iApproximate average salary by contribution assumption: employee only about $103,392 at 4% or $68,928 at 6%; with 50% employer match about $68,928 at 4% or $45,952 at 6%; with 100% employer match about $51,696 at 4% or $34,464 at 6%. |
| 2014 | 1 | 11 | $240,342 | $47,282 | $4,298iApproximate average salary by contribution assumption: employee only about $107,459 at 4% or $71,639 at 6%; with 50% employer match about $71,639 at 4% or $47,760 at 6%; with 100% employer match about $53,730 at 4% or $35,820 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 11 | $240,342 | $47,282 | $4,298iApproximate average salary by contribution assumption: employee only about $107,459 at 4% or $71,639 at 6%; with 50% employer match about $71,639 at 4% or $47,760 at 6%; with 100% employer match about $53,730 at 4% or $35,820 at 6%. |
| 2013 | 1 | 11 | $181,117 | $46,797 | $4,254iApproximate average salary by contribution assumption: employee only about $106,357 at 4% or $70,905 at 6%; with 50% employer match about $70,905 at 4% or $47,270 at 6%; with 100% employer match about $53,178 at 4% or $35,452 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 11 | $181,117 | $46,797 | $4,254iApproximate average salary by contribution assumption: employee only about $106,357 at 4% or $70,905 at 6%; with 50% employer match about $70,905 at 4% or $47,270 at 6%; with 100% employer match about $53,178 at 4% or $35,452 at 6%. |
| 2012 | 1 | 10 | $108,945 | $100,114 | $10,011iApproximate average salary by contribution assumption: employee only about $250,285 at 4% or $166,857 at 6%; with 50% employer match about $166,857 at 4% or $111,238 at 6%; with 100% employer match about $125,143 at 4% or $83,428 at 6%. |
| Francis Foundation Inc. 401(K) Retirement Plan | - | 10 | $108,945 | $100,114 | $10,011iApproximate average salary by contribution assumption: employee only about $250,285 at 4% or $166,857 at 6%; with 50% employer match about $166,857 at 4% or $111,238 at 6%; with 100% employer match about $125,143 at 4% or $83,428 at 6%. |