Civic Intelligence

EDUCATIONAL RECORDS BUREAU TAX ANNUITY PLAN

Plan context: Educational Records Bureau Tax Annuity Plan

EIN 13-1782470 • New York, NY • 22 filings • 2 plans

105 E 34th St Pmb 146New York, NY 10016-4601
Current Snapshot

Latest Year

2025

2025 Participants

84

2025 Assets

$9,915,086

2025 Contributions

$719,607

Historical Graphs

Total Assets Over Time

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

$9,915,086$4,957,543$0200920162025YearValue
$9,915,086Latest year 2025

Participants Over Time

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

84420200920162025YearValue
84Latest 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
2025184$9,915,086$719,607$8,567iApproximate average salary by contribution assumption: employee only about $214,169 at 4% or $142,779 at 6%; with 50% employer match about $142,779 at 4% or $95,186 at 6%; with 100% employer match about $107,084 at 4% or $71,390 at 6%.
Educational Records Bureau Tax Annuity Plan-84$9,915,086$719,607$8,567iApproximate average salary by contribution assumption: employee only about $214,169 at 4% or $142,779 at 6%; with 50% employer match about $142,779 at 4% or $95,186 at 6%; with 100% employer match about $107,084 at 4% or $71,390 at 6%.
2024178$8,661,369$603,585$7,738iApproximate average salary by contribution assumption: employee only about $193,457 at 4% or $128,971 at 6%; with 50% employer match about $128,971 at 4% or $85,981 at 6%; with 100% employer match about $96,728 at 4% or $64,486 at 6%.
Educational Records Bureau Tax Annuity Plan-78$8,661,369$603,585$7,738iApproximate average salary by contribution assumption: employee only about $193,457 at 4% or $128,971 at 6%; with 50% employer match about $128,971 at 4% or $85,981 at 6%; with 100% employer match about $96,728 at 4% or $64,486 at 6%.
2023176$7,418,207$542,161$7,134iApproximate average salary by contribution assumption: employee only about $178,342 at 4% or $118,895 at 6%; with 50% employer match about $118,895 at 4% or $79,263 at 6%; with 100% employer match about $89,171 at 4% or $59,447 at 6%.
Educational Records Bureau Tax Annuity Plan-76$7,418,207$542,161$7,134iApproximate average salary by contribution assumption: employee only about $178,342 at 4% or $118,895 at 6%; with 50% employer match about $118,895 at 4% or $79,263 at 6%; with 100% employer match about $89,171 at 4% or $59,447 at 6%.
2022162$6,427,122$713,132$11,502iApproximate average salary by contribution assumption: employee only about $287,553 at 4% or $191,702 at 6%; with 50% employer match about $191,702 at 4% or $127,801 at 6%; with 100% employer match about $143,777 at 4% or $95,851 at 6%.
Educational Records Bureau Tax Annuity Plan-62$6,427,122$713,132$11,502iApproximate average salary by contribution assumption: employee only about $287,553 at 4% or $191,702 at 6%; with 50% employer match about $191,702 at 4% or $127,801 at 6%; with 100% employer match about $143,777 at 4% or $95,851 at 6%.
2021172$6,647,535$318,924$4,430iApproximate average salary by contribution assumption: employee only about $110,738 at 4% or $73,825 at 6%; with 50% employer match about $73,825 at 4% or $49,217 at 6%; with 100% employer match about $55,369 at 4% or $36,913 at 6%.
Educational Records Bureau Tax Annuity Plan-72$6,647,535$318,924$4,430iApproximate average salary by contribution assumption: employee only about $110,738 at 4% or $73,825 at 6%; with 50% employer match about $73,825 at 4% or $49,217 at 6%; with 100% employer match about $55,369 at 4% or $36,913 at 6%.
2020166$6,167,657$419,611$6,358iApproximate average salary by contribution assumption: employee only about $158,944 at 4% or $105,962 at 6%; with 50% employer match about $105,962 at 4% or $70,642 at 6%; with 100% employer match about $79,472 at 4% or $52,981 at 6%.
Educational Records Bureau Tax Annuity Plan-66$6,167,657$419,611$6,358iApproximate average salary by contribution assumption: employee only about $158,944 at 4% or $105,962 at 6%; with 50% employer match about $105,962 at 4% or $70,642 at 6%; with 100% employer match about $79,472 at 4% or $52,981 at 6%.
2017156$5,963,277$533,188$9,521iApproximate average salary by contribution assumption: employee only about $238,030 at 4% or $158,687 at 6%; with 50% employer match about $158,687 at 4% or $105,791 at 6%; with 100% employer match about $119,015 at 4% or $79,343 at 6%.
Educational Records Bureau Tax Annuity Plan-56$5,963,277$533,188$9,521iApproximate average salary by contribution assumption: employee only about $238,030 at 4% or $158,687 at 6%; with 50% employer match about $158,687 at 4% or $105,791 at 6%; with 100% employer match about $119,015 at 4% or $79,343 at 6%.
2016153$4,942,148$396,778$7,486iApproximate average salary by contribution assumption: employee only about $187,159 at 4% or $124,773 at 6%; with 50% employer match about $124,773 at 4% or $83,182 at 6%; with 100% employer match about $93,580 at 4% or $62,386 at 6%.
Educational Records Bureau Tax Annuity Plan-53$4,942,148$396,778$7,486iApproximate average salary by contribution assumption: employee only about $187,159 at 4% or $124,773 at 6%; with 50% employer match about $124,773 at 4% or $83,182 at 6%; with 100% employer match about $93,580 at 4% or $62,386 at 6%.
2015151$4,483,747$408,616$8,012iApproximate average salary by contribution assumption: employee only about $200,302 at 4% or $133,535 at 6%; with 50% employer match about $133,535 at 4% or $89,023 at 6%; with 100% employer match about $100,151 at 4% or $66,767 at 6%.
Educational Records Bureau Tax Annuity Plan-51$4,483,747$408,616$8,012iApproximate average salary by contribution assumption: employee only about $200,302 at 4% or $133,535 at 6%; with 50% employer match about $133,535 at 4% or $89,023 at 6%; with 100% employer match about $100,151 at 4% or $66,767 at 6%.
2014147$4,114,067$342,562$7,289iApproximate average salary by contribution assumption: employee only about $182,214 at 4% or $121,476 at 6%; with 50% employer match about $121,476 at 4% or $80,984 at 6%; with 100% employer match about $91,107 at 4% or $60,738 at 6%.
Educational Records Bureau Tax Annuity Plan-47$4,114,067$342,562$7,289iApproximate average salary by contribution assumption: employee only about $182,214 at 4% or $121,476 at 6%; with 50% employer match about $121,476 at 4% or $80,984 at 6%; with 100% employer match about $91,107 at 4% or $60,738 at 6%.
2013140$3,927,297$282,812$7,070iApproximate average salary by contribution assumption: employee only about $176,758 at 4% or $117,838 at 6%; with 50% employer match about $117,838 at 4% or $78,559 at 6%; with 100% employer match about $88,379 at 4% or $58,919 at 6%.
Educational Records Bureau Tax Annuity Plan-40$3,927,297$282,812$7,070iApproximate average salary by contribution assumption: employee only about $176,758 at 4% or $117,838 at 6%; with 50% employer match about $117,838 at 4% or $78,559 at 6%; with 100% employer match about $88,379 at 4% or $58,919 at 6%.
2012136$3,263,401$530,439$14,734iApproximate average salary by contribution assumption: employee only about $368,360 at 4% or $245,574 at 6%; with 50% employer match about $245,574 at 4% or $163,716 at 6%; with 100% employer match about $184,180 at 4% or $122,787 at 6%.
Educational Records Bureau Tax Annuity Plan-36$3,263,401$530,439$14,734iApproximate average salary by contribution assumption: employee only about $368,360 at 4% or $245,574 at 6%; with 50% employer match about $245,574 at 4% or $163,716 at 6%; with 100% employer match about $184,180 at 4% or $122,787 at 6%.
2011129$2,573,751$186,019$6,414iApproximate average salary by contribution assumption: employee only about $160,361 at 4% or $106,907 at 6%; with 50% employer match about $106,907 at 4% or $71,272 at 6%; with 100% employer match about $80,181 at 4% or $53,454 at 6%.
Educational Records Bureau Tax Annuity Plan-29$2,573,751$186,019$6,414iApproximate average salary by contribution assumption: employee only about $160,361 at 4% or $106,907 at 6%; with 50% employer match about $106,907 at 4% or $71,272 at 6%; with 100% employer match about $80,181 at 4% or $53,454 at 6%.
2010130$2,377,523$152,020$5,067iApproximate average salary by contribution assumption: employee only about $126,683 at 4% or $84,456 at 6%; with 50% employer match about $84,456 at 4% or $56,304 at 6%; with 100% employer match about $63,342 at 4% or $42,228 at 6%.
Educational Records Bureau Tax Annuity Plan-30$2,377,523$152,020$5,067iApproximate average salary by contribution assumption: employee only about $126,683 at 4% or $84,456 at 6%; with 50% employer match about $84,456 at 4% or $56,304 at 6%; with 100% employer match about $63,342 at 4% or $42,228 at 6%.
2009128$2,098,080$127,869$4,567iApproximate average salary by contribution assumption: employee only about $114,169 at 4% or $76,113 at 6%; with 50% employer match about $76,113 at 4% or $50,742 at 6%; with 100% employer match about $57,084 at 4% or $38,056 at 6%.
Educational Records Bureau Tax Annuity Plan-28$2,098,080$127,869$4,567iApproximate average salary by contribution assumption: employee only about $114,169 at 4% or $76,113 at 6%; with 50% employer match about $76,113 at 4% or $50,742 at 6%; with 100% employer match about $57,084 at 4% or $38,056 at 6%.
200610$0$0-
Educational Records Bureau Tax Annuity Plan-0---
200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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199910$0$0-
Educational Records Bureau Tax Annuity Plan-0---