Civic Intelligence

Small Enterprise Assistance Funds

Plan context: Defined Contribution Retirement Plan and Tax Deferred Annuity Plan

EIN 13-3535334 • Washington, DC • 25 filings • 4 plans

View Related Profile

1500 K Street, NWSuite 375Washington, DC 20005
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$12,509,965

2024 Contributions

$132,897

Historical Graphs

Total Assets Over Time

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

$12,509,965$6,254,983$0200920172024YearValue
$12,509,965Latest year 2024

Participants Over Time

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

46230200920162024YearValue
35Latest 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
2024135$12,509,965$132,897$3,797iApproximate average salary by contribution assumption: employee only about $94,926 at 4% or $63,284 at 6%; with 50% employer match about $63,284 at 4% or $42,190 at 6%; with 100% employer match about $47,463 at 4% or $31,642 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-35$12,509,965$132,897$3,797iApproximate average salary by contribution assumption: employee only about $94,926 at 4% or $63,284 at 6%; with 50% employer match about $63,284 at 4% or $42,190 at 6%; with 100% employer match about $47,463 at 4% or $31,642 at 6%.
2023138$10,591,911$218,485$5,750iApproximate average salary by contribution assumption: employee only about $143,740 at 4% or $95,827 at 6%; with 50% employer match about $95,827 at 4% or $63,885 at 6%; with 100% employer match about $71,870 at 4% or $47,913 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-38$10,591,911$218,485$5,750iApproximate average salary by contribution assumption: employee only about $143,740 at 4% or $95,827 at 6%; with 50% employer match about $95,827 at 4% or $63,885 at 6%; with 100% employer match about $71,870 at 4% or $47,913 at 6%.
202210$8,703,857$230,749-
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan--$8,703,857$230,749-
2021145$11,535,729$349,858$7,775iApproximate average salary by contribution assumption: employee only about $194,366 at 4% or $129,577 at 6%; with 50% employer match about $129,577 at 4% or $86,385 at 6%; with 100% employer match about $97,183 at 4% or $64,789 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-45$11,535,729$349,858$7,775iApproximate average salary by contribution assumption: employee only about $194,366 at 4% or $129,577 at 6%; with 50% employer match about $129,577 at 4% or $86,385 at 6%; with 100% employer match about $97,183 at 4% or $64,789 at 6%.
2020146$10,491,843$418,371$9,095iApproximate average salary by contribution assumption: employee only about $227,376 at 4% or $151,584 at 6%; with 50% employer match about $151,584 at 4% or $101,056 at 6%; with 100% employer match about $113,688 at 4% or $75,792 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-46$10,491,843$418,371$9,095iApproximate average salary by contribution assumption: employee only about $227,376 at 4% or $151,584 at 6%; with 50% employer match about $151,584 at 4% or $101,056 at 6%; with 100% employer match about $113,688 at 4% or $75,792 at 6%.
2019145$8,676,494$382,458$8,499iApproximate average salary by contribution assumption: employee only about $212,477 at 4% or $141,651 at 6%; with 50% employer match about $141,651 at 4% or $94,434 at 6%; with 100% employer match about $106,238 at 4% or $70,826 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-45$8,676,494$382,458$8,499iApproximate average salary by contribution assumption: employee only about $212,477 at 4% or $141,651 at 6%; with 50% employer match about $141,651 at 4% or $94,434 at 6%; with 100% employer match about $106,238 at 4% or $70,826 at 6%.
2018140$6,758,954$362,219$9,055iApproximate average salary by contribution assumption: employee only about $226,387 at 4% or $150,925 at 6%; with 50% employer match about $150,925 at 4% or $100,616 at 6%; with 100% employer match about $113,193 at 4% or $75,462 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-40$6,758,954$362,219$9,055iApproximate average salary by contribution assumption: employee only about $226,387 at 4% or $150,925 at 6%; with 50% employer match about $150,925 at 4% or $100,616 at 6%; with 100% employer match about $113,193 at 4% or $75,462 at 6%.
2017142$7,490,835$314,843$7,496iApproximate average salary by contribution assumption: employee only about $187,407 at 4% or $124,938 at 6%; with 50% employer match about $124,938 at 4% or $83,292 at 6%; with 100% employer match about $93,703 at 4% or $62,469 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-42$7,490,835$314,843$7,496iApproximate average salary by contribution assumption: employee only about $187,407 at 4% or $124,938 at 6%; with 50% employer match about $124,938 at 4% or $83,292 at 6%; with 100% employer match about $93,703 at 4% or $62,469 at 6%.
2016136$6,054,088$300,195$8,339iApproximate average salary by contribution assumption: employee only about $208,469 at 4% or $138,979 at 6%; with 50% employer match about $138,979 at 4% or $92,653 at 6%; with 100% employer match about $104,234 at 4% or $69,490 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-36$6,054,088$300,195$8,339iApproximate average salary by contribution assumption: employee only about $208,469 at 4% or $138,979 at 6%; with 50% employer match about $138,979 at 4% or $92,653 at 6%; with 100% employer match about $104,234 at 4% or $69,490 at 6%.
2015135$5,376,631$277,032$7,915iApproximate average salary by contribution assumption: employee only about $197,880 at 4% or $131,920 at 6%; with 50% employer match about $131,920 at 4% or $87,947 at 6%; with 100% employer match about $98,940 at 4% or $65,960 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-35$5,376,631$277,032$7,915iApproximate average salary by contribution assumption: employee only about $197,880 at 4% or $131,920 at 6%; with 50% employer match about $131,920 at 4% or $87,947 at 6%; with 100% employer match about $98,940 at 4% or $65,960 at 6%.
2014134$5,237,679$308,110$9,062iApproximate average salary by contribution assumption: employee only about $226,551 at 4% or $151,034 at 6%; with 50% employer match about $151,034 at 4% or $100,690 at 6%; with 100% employer match about $113,276 at 4% or $75,517 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-34$5,237,679$308,110$9,062iApproximate average salary by contribution assumption: employee only about $226,551 at 4% or $151,034 at 6%; with 50% employer match about $151,034 at 4% or $100,690 at 6%; with 100% employer match about $113,276 at 4% or $75,517 at 6%.
2013139$4,599,276$491,557$12,604iApproximate average salary by contribution assumption: employee only about $315,101 at 4% or $210,067 at 6%; with 50% employer match about $210,067 at 4% or $140,045 at 6%; with 100% employer match about $157,550 at 4% or $105,034 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-39$4,599,276$491,557$12,604iApproximate average salary by contribution assumption: employee only about $315,101 at 4% or $210,067 at 6%; with 50% employer match about $210,067 at 4% or $140,045 at 6%; with 100% employer match about $157,550 at 4% or $105,034 at 6%.
2012134$3,510,672$432,044$12,707iApproximate average salary by contribution assumption: employee only about $317,679 at 4% or $211,786 at 6%; with 50% employer match about $211,786 at 4% or $141,191 at 6%; with 100% employer match about $158,840 at 4% or $105,893 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-34$3,510,672$432,044$12,707iApproximate average salary by contribution assumption: employee only about $317,679 at 4% or $211,786 at 6%; with 50% employer match about $211,786 at 4% or $141,191 at 6%; with 100% employer match about $158,840 at 4% or $105,893 at 6%.
2011134$2,948,359$377,969$11,117iApproximate average salary by contribution assumption: employee only about $277,918 at 4% or $185,279 at 6%; with 50% employer match about $185,279 at 4% or $123,519 at 6%; with 100% employer match about $138,959 at 4% or $92,639 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-34$2,948,359$377,969$11,117iApproximate average salary by contribution assumption: employee only about $277,918 at 4% or $185,279 at 6%; with 50% employer match about $185,279 at 4% or $123,519 at 6%; with 100% employer match about $138,959 at 4% or $92,639 at 6%.
2010132$2,712,666$392,298$12,259iApproximate average salary by contribution assumption: employee only about $306,483 at 4% or $204,322 at 6%; with 50% employer match about $204,322 at 4% or $136,215 at 6%; with 100% employer match about $153,241 at 4% or $102,161 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-32$2,712,666$392,298$12,259iApproximate average salary by contribution assumption: employee only about $306,483 at 4% or $204,322 at 6%; with 50% employer match about $204,322 at 4% or $136,215 at 6%; with 100% employer match about $153,241 at 4% or $102,161 at 6%.
2009128$2,027,691$388,257$13,866iApproximate average salary by contribution assumption: employee only about $346,658 at 4% or $231,105 at 6%; with 50% employer match about $231,105 at 4% or $154,070 at 6%; with 100% employer match about $173,329 at 4% or $115,553 at 6%.
Defined Contribution Retirement Plan and Tax Deferred Annuity Plan-28$2,027,691$388,257$13,866iApproximate average salary by contribution assumption: employee only about $346,658 at 4% or $231,105 at 6%; with 50% employer match about $231,105 at 4% or $154,070 at 6%; with 100% employer match about $173,329 at 4% or $115,553 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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