Civic Intelligence

Hallworth House Episcopal Housing Foundation of Rhode Island

Plan context: Hallworth House Tax Sheltered Annuity Plan

EIN 05-0395439 • Providence, RI • 22 filings • 4 plans

66 Benefit StreetProvidence, RI 02904
Current Snapshot

Latest Year

2020

2020 Participants

47

2020 Assets

$358,890

2020 Contributions

$92,926

Historical Graphs

Total Assets Over Time

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

$3,823,098$1,911,549$0200920152020YearValue
$358,890Latest year 2020

Participants Over Time

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

64320199920142020YearValue
47Latest year 2020

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
2020147$358,890$92,926$1,977iApproximate average salary by contribution assumption: employee only about $49,429 at 4% or $32,952 at 6%; with 50% employer match about $32,952 at 4% or $21,968 at 6%; with 100% employer match about $24,714 at 4% or $16,476 at 6%.
Hallworth House Tax Sheltered Annuity Plan-47$358,890$92,926$1,977iApproximate average salary by contribution assumption: employee only about $49,429 at 4% or $32,952 at 6%; with 50% employer match about $32,952 at 4% or $21,968 at 6%; with 100% employer match about $24,714 at 4% or $16,476 at 6%.
2019153$3,823,098$145,189$2,739iApproximate average salary by contribution assumption: employee only about $68,485 at 4% or $45,657 at 6%; with 50% employer match about $45,657 at 4% or $30,438 at 6%; with 100% employer match about $34,243 at 4% or $22,828 at 6%.
Hallworth House Tax Sheltered Annuity Plan-53$3,823,098$145,189$2,739iApproximate average salary by contribution assumption: employee only about $68,485 at 4% or $45,657 at 6%; with 50% employer match about $45,657 at 4% or $30,438 at 6%; with 100% employer match about $34,243 at 4% or $22,828 at 6%.
2018156$3,501,147$119,847$2,140iApproximate average salary by contribution assumption: employee only about $53,503 at 4% or $35,669 at 6%; with 50% employer match about $35,669 at 4% or $23,779 at 6%; with 100% employer match about $26,752 at 4% or $17,834 at 6%.
Hallworth House Tax Sheltered Annuity Plan-56$3,501,147$119,847$2,140iApproximate average salary by contribution assumption: employee only about $53,503 at 4% or $35,669 at 6%; with 50% employer match about $35,669 at 4% or $23,779 at 6%; with 100% employer match about $26,752 at 4% or $17,834 at 6%.
2017155$3,753,084$128,356$2,334iApproximate average salary by contribution assumption: employee only about $58,344 at 4% or $38,896 at 6%; with 50% employer match about $38,896 at 4% or $25,931 at 6%; with 100% employer match about $29,172 at 4% or $19,448 at 6%.
Hallworth House Tax Sheltered Annuity Plan-55$3,753,084$128,356$2,334iApproximate average salary by contribution assumption: employee only about $58,344 at 4% or $38,896 at 6%; with 50% employer match about $38,896 at 4% or $25,931 at 6%; with 100% employer match about $29,172 at 4% or $19,448 at 6%.
2016156$3,321,322$210,126$3,752iApproximate average salary by contribution assumption: employee only about $93,806 at 4% or $62,538 at 6%; with 50% employer match about $62,538 at 4% or $41,692 at 6%; with 100% employer match about $46,903 at 4% or $31,269 at 6%.
Hallworth House Tax Sheltered Annuity Plan-56$3,321,322$210,126$3,752iApproximate average salary by contribution assumption: employee only about $93,806 at 4% or $62,538 at 6%; with 50% employer match about $62,538 at 4% or $41,692 at 6%; with 100% employer match about $46,903 at 4% or $31,269 at 6%.
2015158$3,074,060$226,490$3,905iApproximate average salary by contribution assumption: employee only about $97,625 at 4% or $65,083 at 6%; with 50% employer match about $65,083 at 4% or $43,389 at 6%; with 100% employer match about $48,813 at 4% or $32,542 at 6%.
Hallworth House Tax Sheltered Annuity Plan-58$3,074,060$226,490$3,905iApproximate average salary by contribution assumption: employee only about $97,625 at 4% or $65,083 at 6%; with 50% employer match about $65,083 at 4% or $43,389 at 6%; with 100% employer match about $48,813 at 4% or $32,542 at 6%.
2014163$2,892,350$208,890$3,316iApproximate average salary by contribution assumption: employee only about $82,893 at 4% or $55,262 at 6%; with 50% employer match about $55,262 at 4% or $36,841 at 6%; with 100% employer match about $41,446 at 4% or $27,631 at 6%.
Hallworth House Tax Sheltered Annuity Plan-63$2,892,350$208,890$3,316iApproximate average salary by contribution assumption: employee only about $82,893 at 4% or $55,262 at 6%; with 50% employer match about $55,262 at 4% or $36,841 at 6%; with 100% employer match about $41,446 at 4% or $27,631 at 6%.
2013164$2,662,741$234,417$3,663iApproximate average salary by contribution assumption: employee only about $91,569 at 4% or $61,046 at 6%; with 50% employer match about $61,046 at 4% or $40,697 at 6%; with 100% employer match about $45,785 at 4% or $30,523 at 6%.
Hallworth House Tax Sheltered Annuity Plan-64$2,662,741$234,417$3,663iApproximate average salary by contribution assumption: employee only about $91,569 at 4% or $61,046 at 6%; with 50% employer match about $61,046 at 4% or $40,697 at 6%; with 100% employer match about $45,785 at 4% or $30,523 at 6%.
2012156$2,113,564$368,926$6,588iApproximate average salary by contribution assumption: employee only about $164,699 at 4% or $109,799 at 6%; with 50% employer match about $109,799 at 4% or $73,200 at 6%; with 100% employer match about $82,350 at 4% or $54,900 at 6%.
Hallworth House Tax Sheltered Annuity Plan-56$2,113,564$368,926$6,588iApproximate average salary by contribution assumption: employee only about $164,699 at 4% or $109,799 at 6%; with 50% employer match about $109,799 at 4% or $73,200 at 6%; with 100% employer match about $82,350 at 4% or $54,900 at 6%.
2011149$1,607,020$164,426$3,356iApproximate average salary by contribution assumption: employee only about $83,891 at 4% or $55,927 at 6%; with 50% employer match about $55,927 at 4% or $37,285 at 6%; with 100% employer match about $41,945 at 4% or $27,964 at 6%.
Hallworth House Tax Sheltered Annuity Plan-49$1,607,020$164,426$3,356iApproximate average salary by contribution assumption: employee only about $83,891 at 4% or $55,927 at 6%; with 50% employer match about $55,927 at 4% or $37,285 at 6%; with 100% employer match about $41,945 at 4% or $27,964 at 6%.
2010152$1,576,297$196,819$3,785iApproximate average salary by contribution assumption: employee only about $94,625 at 4% or $63,083 at 6%; with 50% employer match about $63,083 at 4% or $42,055 at 6%; with 100% employer match about $47,312 at 4% or $31,542 at 6%.
Hallworth House Tax Sheltered Annuity Plan-52$1,576,297$196,819$3,785iApproximate average salary by contribution assumption: employee only about $94,625 at 4% or $63,083 at 6%; with 50% employer match about $63,083 at 4% or $42,055 at 6%; with 100% employer match about $47,312 at 4% or $31,542 at 6%.
2009152$1,327,214$137,446$2,643iApproximate average salary by contribution assumption: employee only about $66,080 at 4% or $44,053 at 6%; with 50% employer match about $44,053 at 4% or $29,369 at 6%; with 100% employer match about $33,040 at 4% or $22,027 at 6%.
Hallworth House Tax Sheltered Annuity Plan-52$1,327,214$137,446$2,643iApproximate average salary by contribution assumption: employee only about $66,080 at 4% or $44,053 at 6%; with 50% employer match about $44,053 at 4% or $29,369 at 6%; with 100% employer match about $33,040 at 4% or $22,027 at 6%.
200710$0$0-
Hallworth House Tax Sheltered Annuity Plan-0---
200610$0$0-
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200510$0$0-
Hallworth House Tax Sheltered Annuity Plan-0---
200410$0$0-
Hallworth House Tax Sheltered Annuity Plan-0---
200310$0$0-
Hallworth House Tax Sheltered Annuity Plan-0---
200210$0$0-
Hallworth House Tax Sheltered Annuity Plan-0---
200110$0$0-
Hallworth House Tax Sheltered Annuity Plan-0---
200010$0$0-
Hallworth House Tax Sheltered Annuity Plan-0---
1999239$0$0-
Hallworth House Irc Section 125 Cafeteria Plan-39---
Hallworth House Tax Sheltered Annuity Plan-27---
Hallworth House Episcopal Housing Foundation of Rhode Island | EIN 05-0395439 | 2020 Form 5500 Company Profile