Civic Intelligence

The Foundation School Inc.

Plan context: The Foundation School Retirement Annuity Plan

EIN 06-0813498 • Orange, CT • 53 filings • 4 plans

View Related Profile

9719 Derby Milford RdOrange, CT 06477
Current Snapshot

Latest Year

2024

2024 Participants

79

2024 Assets

$19,037,981

2024 Contributions

$411,529

Historical Graphs

Total Assets Over Time

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

$19,037,981$9,518,991$0199920152024YearValue
$19,037,981Latest year 2024

Participants Over Time

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

90450199920122024YearValue
79Latest year 2024

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
2024179$19,037,981$411,529$5,209iApproximate average salary by contribution assumption: employee only about $130,231 at 4% or $86,820 at 6%; with 50% employer match about $86,820 at 4% or $57,880 at 6%; with 100% employer match about $65,115 at 4% or $43,410 at 6%.
The Foundation School Retirement Annuity Plan-79$19,037,981$411,529$5,209iApproximate average salary by contribution assumption: employee only about $130,231 at 4% or $86,820 at 6%; with 50% employer match about $86,820 at 4% or $57,880 at 6%; with 100% employer match about $65,115 at 4% or $43,410 at 6%.
2023183$17,062,345$460,543$5,549iApproximate average salary by contribution assumption: employee only about $138,718 at 4% or $92,479 at 6%; with 50% employer match about $92,479 at 4% or $61,652 at 6%; with 100% employer match about $69,359 at 4% or $46,239 at 6%.
The Foundation School Retirement Annuity Plan-83$17,062,345$460,543$5,549iApproximate average salary by contribution assumption: employee only about $138,718 at 4% or $92,479 at 6%; with 50% employer match about $92,479 at 4% or $61,652 at 6%; with 100% employer match about $69,359 at 4% or $46,239 at 6%.
2022183$15,607,335$366,947$4,421iApproximate average salary by contribution assumption: employee only about $110,526 at 4% or $73,684 at 6%; with 50% employer match about $73,684 at 4% or $49,123 at 6%; with 100% employer match about $55,263 at 4% or $36,842 at 6%.
The Foundation School Retirement Annuity Plan-83$15,607,335$366,947$4,421iApproximate average salary by contribution assumption: employee only about $110,526 at 4% or $73,684 at 6%; with 50% employer match about $73,684 at 4% or $49,123 at 6%; with 100% employer match about $55,263 at 4% or $36,842 at 6%.
2021186$14,006,936$376,709$4,380iApproximate average salary by contribution assumption: employee only about $109,508 at 4% or $73,006 at 6%; with 50% employer match about $73,006 at 4% or $48,670 at 6%; with 100% employer match about $54,754 at 4% or $36,503 at 6%.
The Foundation School Retirement Annuity Plan-86$14,006,936$376,709$4,380iApproximate average salary by contribution assumption: employee only about $109,508 at 4% or $73,006 at 6%; with 50% employer match about $73,006 at 4% or $48,670 at 6%; with 100% employer match about $54,754 at 4% or $36,503 at 6%.
2020188$15,387,802$418,055$4,751iApproximate average salary by contribution assumption: employee only about $118,766 at 4% or $79,177 at 6%; with 50% employer match about $79,177 at 4% or $52,785 at 6%; with 100% employer match about $59,383 at 4% or $39,589 at 6%.
The Foundation School Retirement Annuity Plan-88$15,387,802$418,055$4,751iApproximate average salary by contribution assumption: employee only about $118,766 at 4% or $79,177 at 6%; with 50% employer match about $79,177 at 4% or $52,785 at 6%; with 100% employer match about $59,383 at 4% or $39,589 at 6%.
2019188$12,551,804$642,243$7,298iApproximate average salary by contribution assumption: employee only about $182,455 at 4% or $121,637 at 6%; with 50% employer match about $121,637 at 4% or $81,091 at 6%; with 100% employer match about $91,228 at 4% or $60,818 at 6%.
The Foundation School Retirement Annuity Plan-88$12,551,804$642,243$7,298iApproximate average salary by contribution assumption: employee only about $182,455 at 4% or $121,637 at 6%; with 50% employer match about $121,637 at 4% or $81,091 at 6%; with 100% employer match about $91,228 at 4% or $60,818 at 6%.
2018187$11,811,015$600,603$6,903iApproximate average salary by contribution assumption: employee only about $172,587 at 4% or $115,058 at 6%; with 50% employer match about $115,058 at 4% or $76,705 at 6%; with 100% employer match about $86,294 at 4% or $57,529 at 6%.
The Foundation School Retirement Annuity Plan-87$11,811,015$600,603$6,903iApproximate average salary by contribution assumption: employee only about $172,587 at 4% or $115,058 at 6%; with 50% employer match about $115,058 at 4% or $76,705 at 6%; with 100% employer match about $86,294 at 4% or $57,529 at 6%.
2017190$10,897,314$636,481$7,072iApproximate average salary by contribution assumption: employee only about $176,800 at 4% or $117,867 at 6%; with 50% employer match about $117,867 at 4% or $78,578 at 6%; with 100% employer match about $88,400 at 4% or $58,933 at 6%.
The Foundation School Retirement Annuity Plan-90$10,897,314$636,481$7,072iApproximate average salary by contribution assumption: employee only about $176,800 at 4% or $117,867 at 6%; with 50% employer match about $117,867 at 4% or $78,578 at 6%; with 100% employer match about $88,400 at 4% or $58,933 at 6%.
2016286$13,069,667$751,731$8,741iApproximate average salary by contribution assumption: employee only about $218,526 at 4% or $145,684 at 6%; with 50% employer match about $145,684 at 4% or $97,123 at 6%; with 100% employer match about $109,263 at 4% or $72,842 at 6%.
The Foundation School Retirement Annuity Plan-86$10,003,140$595,746$6,927iApproximate average salary by contribution assumption: employee only about $173,182 at 4% or $115,455 at 6%; with 50% employer match about $115,455 at 4% or $76,970 at 6%; with 100% employer match about $86,591 at 4% or $57,727 at 6%.
The Foundation School Tax Deferred Annuity Plan-57$3,066,527$155,985$2,737iApproximate average salary by contribution assumption: employee only about $68,414 at 4% or $45,610 at 6%; with 50% employer match about $45,610 at 4% or $30,406 at 6%; with 100% employer match about $34,207 at 4% or $22,805 at 6%.
2015281$9,064,088$648,256$8,003iApproximate average salary by contribution assumption: employee only about $200,079 at 4% or $133,386 at 6%; with 50% employer match about $133,386 at 4% or $88,924 at 6%; with 100% employer match about $100,040 at 4% or $66,693 at 6%.
The Foundation School Retirement Annuity Plan-81$9,064,088$524,526$6,476iApproximate average salary by contribution assumption: employee only about $161,891 at 4% or $107,927 at 6%; with 50% employer match about $107,927 at 4% or $71,951 at 6%; with 100% employer match about $80,945 at 4% or $53,964 at 6%.
The Foundation School Tax Deferred Annuity Plan-0$0$123,730-
2014281$9,403,523$809,673$9,996iApproximate average salary by contribution assumption: employee only about $249,899 at 4% or $166,599 at 6%; with 50% employer match about $166,599 at 4% or $111,066 at 6%; with 100% employer match about $124,950 at 4% or $83,300 at 6%.
The Foundation School Retirement Annuity Plan-81$5,416,144$565,141$6,977iApproximate average salary by contribution assumption: employee only about $174,426 at 4% or $116,284 at 6%; with 50% employer match about $116,284 at 4% or $77,523 at 6%; with 100% employer match about $87,213 at 4% or $58,142 at 6%.
The Foundation School Tax Deferred Annuity Plan-53$3,987,379$244,532$4,614iApproximate average salary by contribution assumption: employee only about $115,345 at 4% or $76,897 at 6%; with 50% employer match about $76,897 at 4% or $51,265 at 6%; with 100% employer match about $57,673 at 4% or $38,448 at 6%.
2013280$8,552,626$723,564$9,045iApproximate average salary by contribution assumption: employee only about $226,114 at 4% or $150,743 at 6%; with 50% employer match about $150,743 at 4% or $100,495 at 6%; with 100% employer match about $113,057 at 4% or $75,371 at 6%.
The Foundation School Retirement Annuity Plan-80$4,912,899$573,225$7,165iApproximate average salary by contribution assumption: employee only about $179,133 at 4% or $119,422 at 6%; with 50% employer match about $119,422 at 4% or $79,615 at 6%; with 100% employer match about $89,566 at 4% or $59,711 at 6%.
The Foundation School Tax Deferred Annuity Plan-56$3,639,727$150,339$2,685iApproximate average salary by contribution assumption: employee only about $67,116 at 4% or $44,744 at 6%; with 50% employer match about $44,744 at 4% or $29,829 at 6%; with 100% employer match about $33,558 at 4% or $22,372 at 6%.
2012256$8,052,118$563,543$10,063iApproximate average salary by contribution assumption: employee only about $251,582 at 4% or $167,721 at 6%; with 50% employer match about $167,721 at 4% or $111,814 at 6%; with 100% employer match about $125,791 at 4% or $83,861 at 6%.
The Foundation School Retirement Annuity Plan-56$4,401,879$407,558$7,278iApproximate average salary by contribution assumption: employee only about $181,946 at 4% or $121,297 at 6%; with 50% employer match about $121,297 at 4% or $80,865 at 6%; with 100% employer match about $90,973 at 4% or $60,649 at 6%.
The Foundation School Tax Deferred Annuity Plan-44$3,650,239$155,985$3,545iApproximate average salary by contribution assumption: employee only about $88,628 at 4% or $59,085 at 6%; with 50% employer match about $59,085 at 4% or $39,390 at 6%; with 100% employer match about $44,314 at 4% or $29,543 at 6%.
2011367$7,017,941$573,719$8,563iApproximate average salary by contribution assumption: employee only about $214,074 at 4% or $142,716 at 6%; with 50% employer match about $142,716 at 4% or $95,144 at 6%; with 100% employer match about $107,037 at 4% or $71,358 at 6%.
The Foundation School Retirement Annuity Plan-67$3,679,596$426,820$6,370iApproximate average salary by contribution assumption: employee only about $159,261 at 4% or $106,174 at 6%; with 50% employer match about $106,174 at 4% or $70,783 at 6%; with 100% employer match about $79,631 at 4% or $53,087 at 6%.
The Foundation School Tax Deferred Annuity Plan-51$3,338,345$146,899$2,880iApproximate average salary by contribution assumption: employee only about $72,009 at 4% or $48,006 at 6%; with 50% employer match about $48,006 at 4% or $32,004 at 6%; with 100% employer match about $36,005 at 4% or $24,003 at 6%.
The Foundation School Inc. Pension Plan-0$0$0-
2010365$7,351,992$863,801$13,289iApproximate average salary by contribution assumption: employee only about $332,231 at 4% or $221,487 at 6%; with 50% employer match about $221,487 at 4% or $147,658 at 6%; with 100% employer match about $166,116 at 4% or $110,744 at 6%.
The Foundation School Retirement Annuity Plan-65$3,207,626$423,154$6,510iApproximate average salary by contribution assumption: employee only about $162,752 at 4% or $108,501 at 6%; with 50% employer match about $108,501 at 4% or $72,334 at 6%; with 100% employer match about $81,376 at 4% or $54,251 at 6%.
The Foundation School Tax Deferred Annuity Plan-54$3,203,562$211,514$3,917iApproximate average salary by contribution assumption: employee only about $97,923 at 4% or $65,282 at 6%; with 50% employer match about $65,282 at 4% or $43,521 at 6%; with 100% employer match about $48,962 at 4% or $32,641 at 6%.
The Foundation School Inc. Pension Plan-10$940,804$229,133$22,913iApproximate average salary by contribution assumption: employee only about $572,833 at 4% or $381,888 at 6%; with 50% employer match about $381,888 at 4% or $254,592 at 6%; with 100% employer match about $286,416 at 4% or $190,944 at 6%.
2009376$8,925,625$761,351$10,018iApproximate average salary by contribution assumption: employee only about $250,444 at 4% or $166,963 at 6%; with 50% employer match about $166,963 at 4% or $111,309 at 6%; with 100% employer match about $125,222 at 4% or $83,481 at 6%.
The Foundation School Inc. Pension Plan-76$3,654,490$190,000$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
The Foundation School Tax Deferred Annuity Plan-20$2,694,267$133,863$6,693iApproximate average salary by contribution assumption: employee only about $167,329 at 4% or $111,553 at 6%; with 50% employer match about $111,553 at 4% or $74,368 at 6%; with 100% employer match about $83,664 at 4% or $55,776 at 6%.
The Foundation School Retirement Annuity Plan-60$2,576,868$437,488$7,291iApproximate average salary by contribution assumption: employee only about $182,287 at 4% or $121,524 at 6%; with 50% employer match about $121,524 at 4% or $81,016 at 6%; with 100% employer match about $91,143 at 4% or $60,762 at 6%.
2008327$0$0-
The Foundation School Inc. Pension Plan-27---
The Foundation School Tax Deferred Annuity Plan-0---
The Foundation School Retirement Annuity Plan-0---
2007328$0$0-
The Foundation School Retirement Annuity Plan-0---
The Foundation School Tax Deferred Annuity Plan-0---
The Foundation School Inc. Pension Plan-28---
2006329$3,129,228$645,000$22,241iApproximate average salary by contribution assumption: employee only about $556,034 at 4% or $370,690 at 6%; with 50% employer match about $370,690 at 4% or $247,126 at 6%; with 100% employer match about $278,017 at 4% or $185,345 at 6%.
The Foundation School Inc. Pension Plan-29$3,129,228$645,000$22,241iApproximate average salary by contribution assumption: employee only about $556,034 at 4% or $370,690 at 6%; with 50% employer match about $370,690 at 4% or $247,126 at 6%; with 100% employer match about $278,017 at 4% or $185,345 at 6%.
The Foundation School Retirement Annuity Plan-0---
The Foundation School Tax Deferred Annuity Plan-0---
2005332$2,336,081$337,500$10,547iApproximate average salary by contribution assumption: employee only about $263,672 at 4% or $175,781 at 6%; with 50% employer match about $175,781 at 4% or $117,188 at 6%; with 100% employer match about $131,836 at 4% or $87,891 at 6%.
The Foundation School Inc. Pension Plan-32$2,336,081$337,500$10,547iApproximate average salary by contribution assumption: employee only about $263,672 at 4% or $175,781 at 6%; with 50% employer match about $175,781 at 4% or $117,188 at 6%; with 100% employer match about $131,836 at 4% or $87,891 at 6%.
The Foundation School Retirement Annuity Plan-0---
The Foundation School Tax Deferred Annuity Plan-0---
2004335$2,046,829$49,010$1,400iApproximate average salary by contribution assumption: employee only about $35,007 at 4% or $23,338 at 6%; with 50% employer match about $23,338 at 4% or $15,559 at 6%; with 100% employer match about $17,504 at 4% or $11,669 at 6%.
The Foundation School Inc. Pension Plan-35$2,046,829$49,010$1,400iApproximate average salary by contribution assumption: employee only about $35,007 at 4% or $23,338 at 6%; with 50% employer match about $23,338 at 4% or $15,559 at 6%; with 100% employer match about $17,504 at 4% or $11,669 at 6%.
The Foundation School Retirement Annuity Plan-0---
The Foundation School Tax Deferred Annuity Plan-0---
2003343$0$0-
The Foundation School Retirement Annuity Plan-0---
The Foundation School Tax Deferred Annuity Plan-0---
The Foundation School Inc. Pension Plan-43---
2002356$0$0-
The Foundation School Retirement Annuity Plan-0---
The Foundation School Tax Deferred Annuity Plan-0---
The Foundation School Inc. Pension Plan-56---
2001358$0$0-
The Foundation School Inc. Pension Plan-58---
The Foundation School Retirement Annuity Plan-0---
The Foundation School Tax Deferred Annuity Plan-0---
2000163$0$0-
The Foundation School Inc. Pension Plan-63---
1999167$1,818,628$183,454$2,738iApproximate average salary by contribution assumption: employee only about $68,453 at 4% or $45,635 at 6%; with 50% employer match about $45,635 at 4% or $30,424 at 6%; with 100% employer match about $34,226 at 4% or $22,818 at 6%.
The Foundation School Inc. Pension Plan-67$1,818,628$183,454$2,738iApproximate average salary by contribution assumption: employee only about $68,453 at 4% or $45,635 at 6%; with 50% employer match about $45,635 at 4% or $30,424 at 6%; with 100% employer match about $34,226 at 4% or $22,818 at 6%.