Civic Intelligence

Trefler Foundation

Plan context: Trefler Foundation 403(B) Plan

EIN 04-3369962 • Needham, MA • 12 filings • 1 plans

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300 First Avenue Ste 201BNeedham, MA 02494
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,389,961

2025 Contributions

$161,244

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,389,961$694,981$0201420202025YearValue
$1,389,961Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630201420202025YearValue
6Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202516$1,389,961$161,244$26,874iApproximate average salary by contribution assumption: employee only about $671,850 at 4% or $447,900 at 6%; with 50% employer match about $447,900 at 4% or $298,600 at 6%; with 100% employer match about $335,925 at 4% or $223,950 at 6%.
Trefler Foundation 403(B) Plan-6$1,389,961$161,244$26,874iApproximate average salary by contribution assumption: employee only about $671,850 at 4% or $447,900 at 6%; with 50% employer match about $447,900 at 4% or $298,600 at 6%; with 100% employer match about $335,925 at 4% or $223,950 at 6%.
202415$1,125,651$158,875$31,775iApproximate average salary by contribution assumption: employee only about $794,375 at 4% or $529,583 at 6%; with 50% employer match about $529,583 at 4% or $353,056 at 6%; with 100% employer match about $397,188 at 4% or $264,792 at 6%.
Trefler Foundation 403(B) Plan-5$1,125,651$158,875$31,775iApproximate average salary by contribution assumption: employee only about $794,375 at 4% or $529,583 at 6%; with 50% employer match about $529,583 at 4% or $353,056 at 6%; with 100% employer match about $397,188 at 4% or $264,792 at 6%.
202315$848,438$139,375$27,875iApproximate average salary by contribution assumption: employee only about $696,875 at 4% or $464,583 at 6%; with 50% employer match about $464,583 at 4% or $309,722 at 6%; with 100% employer match about $348,438 at 4% or $232,292 at 6%.
Trefler Foundation 403(B) Plan-5$848,438$139,375$27,875iApproximate average salary by contribution assumption: employee only about $696,875 at 4% or $464,583 at 6%; with 50% employer match about $464,583 at 4% or $309,722 at 6%; with 100% employer match about $348,438 at 4% or $232,292 at 6%.
202215$596,582$135,512$27,102iApproximate average salary by contribution assumption: employee only about $677,560 at 4% or $451,707 at 6%; with 50% employer match about $451,707 at 4% or $301,138 at 6%; with 100% employer match about $338,780 at 4% or $225,853 at 6%.
Trefler Foundation 403(B) Plan-5$596,582$135,512$27,102iApproximate average salary by contribution assumption: employee only about $677,560 at 4% or $451,707 at 6%; with 50% employer match about $451,707 at 4% or $301,138 at 6%; with 100% employer match about $338,780 at 4% or $225,853 at 6%.
202114$590,681$114,038$28,510iApproximate average salary by contribution assumption: employee only about $712,738 at 4% or $475,158 at 6%; with 50% employer match about $475,158 at 4% or $316,772 at 6%; with 100% employer match about $356,369 at 4% or $237,579 at 6%.
Trefler Foundation 403(B) Plan-4$590,681$114,038$28,510iApproximate average salary by contribution assumption: employee only about $712,738 at 4% or $475,158 at 6%; with 50% employer match about $475,158 at 4% or $316,772 at 6%; with 100% employer match about $356,369 at 4% or $237,579 at 6%.
202014$427,081$117,846$29,462iApproximate average salary by contribution assumption: employee only about $736,538 at 4% or $491,025 at 6%; with 50% employer match about $491,025 at 4% or $327,350 at 6%; with 100% employer match about $368,269 at 4% or $245,513 at 6%.
Trefler Foundation 403(B) Plan-4$427,081$117,846$29,462iApproximate average salary by contribution assumption: employee only about $736,538 at 4% or $491,025 at 6%; with 50% employer match about $491,025 at 4% or $327,350 at 6%; with 100% employer match about $368,269 at 4% or $245,513 at 6%.
201915$567,072$151,240$30,248iApproximate average salary by contribution assumption: employee only about $756,200 at 4% or $504,133 at 6%; with 50% employer match about $504,133 at 4% or $336,089 at 6%; with 100% employer match about $378,100 at 4% or $252,067 at 6%.
Trefler Foundation 403(B) Plan-5$567,072$151,240$30,248iApproximate average salary by contribution assumption: employee only about $756,200 at 4% or $504,133 at 6%; with 50% employer match about $504,133 at 4% or $336,089 at 6%; with 100% employer match about $378,100 at 4% or $252,067 at 6%.
201813$340,174$89,032$29,677iApproximate average salary by contribution assumption: employee only about $741,933 at 4% or $494,622 at 6%; with 50% employer match about $494,622 at 4% or $329,748 at 6%; with 100% employer match about $370,967 at 4% or $247,311 at 6%.
Trefler Foundation 403(B) Plan-3$340,174$89,032$29,677iApproximate average salary by contribution assumption: employee only about $741,933 at 4% or $494,622 at 6%; with 50% employer match about $494,622 at 4% or $329,748 at 6%; with 100% employer match about $370,967 at 4% or $247,311 at 6%.
201712$278,884$82,130$41,065iApproximate average salary by contribution assumption: employee only about $1,026,625 at 4% or $684,417 at 6%; with 50% employer match about $684,417 at 4% or $456,278 at 6%; with 100% employer match about $513,313 at 4% or $342,208 at 6%.
Trefler Foundation 403(B) Plan-2$278,884$82,130$41,065iApproximate average salary by contribution assumption: employee only about $1,026,625 at 4% or $684,417 at 6%; with 50% employer match about $684,417 at 4% or $456,278 at 6%; with 100% employer match about $513,313 at 4% or $342,208 at 6%.
201612$164,735$90,475$45,238iApproximate average salary by contribution assumption: employee only about $1,130,938 at 4% or $753,958 at 6%; with 50% employer match about $753,958 at 4% or $502,639 at 6%; with 100% employer match about $565,469 at 4% or $376,979 at 6%.
Trefler Foundation 403(B) Plan-2$164,735$90,475$45,238iApproximate average salary by contribution assumption: employee only about $1,130,938 at 4% or $753,958 at 6%; with 50% employer match about $753,958 at 4% or $502,639 at 6%; with 100% employer match about $565,469 at 4% or $376,979 at 6%.
201512$65,766$31,338$15,669iApproximate average salary by contribution assumption: employee only about $391,725 at 4% or $261,150 at 6%; with 50% employer match about $261,150 at 4% or $174,100 at 6%; with 100% employer match about $195,863 at 4% or $130,575 at 6%.
Trefler Foundation 403(B) Plan-2$65,766$31,338$15,669iApproximate average salary by contribution assumption: employee only about $391,725 at 4% or $261,150 at 6%; with 50% employer match about $261,150 at 4% or $174,100 at 6%; with 100% employer match about $195,863 at 4% or $130,575 at 6%.
201412$36,370$36,272$18,136iApproximate average salary by contribution assumption: employee only about $453,400 at 4% or $302,267 at 6%; with 50% employer match about $302,267 at 4% or $201,511 at 6%; with 100% employer match about $226,700 at 4% or $151,133 at 6%.
Trefler Foundation 403(B) Plan-2$36,370$36,272$18,136iApproximate average salary by contribution assumption: employee only about $453,400 at 4% or $302,267 at 6%; with 50% employer match about $302,267 at 4% or $201,511 at 6%; with 100% employer match about $226,700 at 4% or $151,133 at 6%.