Civic Intelligence

THE SUDBURY FOUNDATION

Plan context: THE SUDBURY FOUNDATION 403(B) PLAN

EIN 04-6037026 • Sudbury, MA • 26 filings • 2 plans

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326 Concord RoadSudbury, MA 01776
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$492,588

2025 Contributions

$1,292

Historical Graphs

Total Assets Over Time

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

$824,322$412,161$0200920172024YearValue
$492,588Latest year 2024

Participants Over Time

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

210200920162023YearValue
2Latest year 2023

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
202510$0$1,292-
THE SUDBURY FOUNDATION 403(B) PLAN-0$0$1,292-
202410$492,588$65,805-
THE SUDBURY FOUNDATION 403(B) PLAN-0$492,588$65,805-
202312$354,503$65,027$32,514iApproximate average salary by contribution assumption: employee only about $812,838 at 4% or $541,892 at 6%; with 50% employer match about $541,892 at 4% or $361,261 at 6%; with 100% employer match about $406,419 at 4% or $270,946 at 6%.
THE SUDBURY FOUNDATION 403(B) PLAN-2$354,503$65,027$32,514iApproximate average salary by contribution assumption: employee only about $812,838 at 4% or $541,892 at 6%; with 50% employer match about $541,892 at 4% or $361,261 at 6%; with 100% employer match about $406,419 at 4% or $270,946 at 6%.
202212$232,155$52,170$26,085iApproximate average salary by contribution assumption: employee only about $652,125 at 4% or $434,750 at 6%; with 50% employer match about $434,750 at 4% or $289,833 at 6%; with 100% employer match about $326,063 at 4% or $217,375 at 6%.
THE SUDBURY FOUNDATION 403(B) PLAN-2$232,155$52,170$26,085iApproximate average salary by contribution assumption: employee only about $652,125 at 4% or $434,750 at 6%; with 50% employer match about $434,750 at 4% or $289,833 at 6%; with 100% employer match about $326,063 at 4% or $217,375 at 6%.
202112$824,322$68,315$34,158iApproximate average salary by contribution assumption: employee only about $853,938 at 4% or $569,292 at 6%; with 50% employer match about $569,292 at 4% or $379,528 at 6%; with 100% employer match about $426,969 at 4% or $284,646 at 6%.
THE SUDBURY FOUNDATION 403(B) PLAN-2$824,322$68,315$34,158iApproximate average salary by contribution assumption: employee only about $853,938 at 4% or $569,292 at 6%; with 50% employer match about $569,292 at 4% or $379,528 at 6%; with 100% employer match about $426,969 at 4% or $284,646 at 6%.
202012$610,599$66,060$33,030iApproximate average salary by contribution assumption: employee only about $825,750 at 4% or $550,500 at 6%; with 50% employer match about $550,500 at 4% or $367,000 at 6%; with 100% employer match about $412,875 at 4% or $275,250 at 6%.
THE SUDBURY FOUNDATION 403(B) PLAN-2$610,599$66,060$33,030iApproximate average salary by contribution assumption: employee only about $825,750 at 4% or $550,500 at 6%; with 50% employer match about $550,500 at 4% or $367,000 at 6%; with 100% employer match about $412,875 at 4% or $275,250 at 6%.
201912$433,649$57,187$28,594iApproximate average salary by contribution assumption: employee only about $714,838 at 4% or $476,558 at 6%; with 50% employer match about $476,558 at 4% or $317,706 at 6%; with 100% employer match about $357,419 at 4% or $238,279 at 6%.
THE SUDBURY FOUNDATION 403(B) PLAN-2$433,649$57,187$28,594iApproximate average salary by contribution assumption: employee only about $714,838 at 4% or $476,558 at 6%; with 50% employer match about $476,558 at 4% or $317,706 at 6%; with 100% employer match about $357,419 at 4% or $238,279 at 6%.
201812$283,127$70,474$35,237iApproximate average salary by contribution assumption: employee only about $880,925 at 4% or $587,283 at 6%; with 50% employer match about $587,283 at 4% or $391,522 at 6%; with 100% employer match about $440,463 at 4% or $293,642 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-2$283,127$70,474$35,237iApproximate average salary by contribution assumption: employee only about $880,925 at 4% or $587,283 at 6%; with 50% employer match about $587,283 at 4% or $391,522 at 6%; with 100% employer match about $440,463 at 4% or $293,642 at 6%.
201712$254,394$9,684$4,842iApproximate average salary by contribution assumption: employee only about $121,050 at 4% or $80,700 at 6%; with 50% employer match about $80,700 at 4% or $53,800 at 6%; with 100% employer match about $60,525 at 4% or $40,350 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-2$254,394$9,684$4,842iApproximate average salary by contribution assumption: employee only about $121,050 at 4% or $80,700 at 6%; with 50% employer match about $80,700 at 4% or $53,800 at 6%; with 100% employer match about $60,525 at 4% or $40,350 at 6%.
201612$201,911$9,344$4,672iApproximate average salary by contribution assumption: employee only about $116,800 at 4% or $77,867 at 6%; with 50% employer match about $77,867 at 4% or $51,911 at 6%; with 100% employer match about $58,400 at 4% or $38,933 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-2$201,911$9,344$4,672iApproximate average salary by contribution assumption: employee only about $116,800 at 4% or $77,867 at 6%; with 50% employer match about $77,867 at 4% or $51,911 at 6%; with 100% employer match about $58,400 at 4% or $38,933 at 6%.
201512$170,075$8,969$4,485iApproximate average salary by contribution assumption: employee only about $112,113 at 4% or $74,742 at 6%; with 50% employer match about $74,742 at 4% or $49,828 at 6%; with 100% employer match about $56,056 at 4% or $37,371 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-2$170,075$8,969$4,485iApproximate average salary by contribution assumption: employee only about $112,113 at 4% or $74,742 at 6%; with 50% employer match about $74,742 at 4% or $49,828 at 6%; with 100% employer match about $56,056 at 4% or $37,371 at 6%.
201412$163,894$8,603$4,302iApproximate average salary by contribution assumption: employee only about $107,538 at 4% or $71,692 at 6%; with 50% employer match about $71,692 at 4% or $47,794 at 6%; with 100% employer match about $53,769 at 4% or $35,846 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-2$163,894$8,603$4,302iApproximate average salary by contribution assumption: employee only about $107,538 at 4% or $71,692 at 6%; with 50% employer match about $71,692 at 4% or $47,794 at 6%; with 100% employer match about $53,769 at 4% or $35,846 at 6%.
201312$139,873$8,342$4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,344 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-2$139,873$8,342$4,171iApproximate average salary by contribution assumption: employee only about $104,275 at 4% or $69,517 at 6%; with 50% employer match about $69,517 at 4% or $46,344 at 6%; with 100% employer match about $52,138 at 4% or $34,758 at 6%.
201212$95,626$8,111$4,056iApproximate average salary by contribution assumption: employee only about $101,388 at 4% or $67,592 at 6%; with 50% employer match about $67,592 at 4% or $45,061 at 6%; with 100% employer match about $50,694 at 4% or $33,796 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-2$95,626$8,111$4,056iApproximate average salary by contribution assumption: employee only about $101,388 at 4% or $67,592 at 6%; with 50% employer match about $67,592 at 4% or $45,061 at 6%; with 100% employer match about $50,694 at 4% or $33,796 at 6%.
201112$74,560$7,875$3,938iApproximate average salary by contribution assumption: employee only about $98,438 at 4% or $65,625 at 6%; with 50% employer match about $65,625 at 4% or $43,750 at 6%; with 100% employer match about $49,219 at 4% or $32,813 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-2$74,560$7,875$3,938iApproximate average salary by contribution assumption: employee only about $98,438 at 4% or $65,625 at 6%; with 50% employer match about $65,625 at 4% or $43,750 at 6%; with 100% employer match about $49,219 at 4% or $32,813 at 6%.
201012$67,565$7,762$3,881iApproximate average salary by contribution assumption: employee only about $97,025 at 4% or $64,683 at 6%; with 50% employer match about $64,683 at 4% or $43,122 at 6%; with 100% employer match about $48,513 at 4% or $32,342 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-2$67,565$7,762$3,881iApproximate average salary by contribution assumption: employee only about $97,025 at 4% or $64,683 at 6%; with 50% employer match about $64,683 at 4% or $43,122 at 6%; with 100% employer match about $48,513 at 4% or $32,342 at 6%.
200911$49,904$9,058$9,058iApproximate average salary by contribution assumption: employee only about $226,450 at 4% or $150,967 at 6%; with 50% employer match about $150,967 at 4% or $100,644 at 6%; with 100% employer match about $113,225 at 4% or $75,483 at 6%.
THE SUDBURY FOUNDATION 403B PLAN-1$49,904$9,058$9,058iApproximate average salary by contribution assumption: employee only about $226,450 at 4% or $150,967 at 6%; with 50% employer match about $150,967 at 4% or $100,644 at 6%; with 100% employer match about $113,225 at 4% or $75,483 at 6%.
200810$0$0-
THE SUDBURY FOUNDATION 403B PLAN-0---
200710$0$0-
THE SUDBURY FOUNDATION 403B PLAN-0---
200610$0$0-
THE SUDBURY FOUNDATION 403B PLAN-0---
200510$0$0-
THE SUDBURY FOUNDATION 403B PLAN-0---
200410$0$0-
THE SUDBURY FOUNDATION 403B PLAN-0---
200310$0$0-
THE SUDBURY FOUNDATION 403B PLAN-0---
200210$0$0-
THE SUDBURY FOUNDATION 403B PLAN-0---
200110$0$0-
THE SUDBURY FOUNDATION 403B PLAN-0---
200010$0$0-
THE SUDBURY FOUNDATION 403B PLAN-0---