Lowenstein Foundation Inc
Plan context: The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan
EIN 13-6015951 • Madison, CT • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,261,654
2024 Contributions
$48,465
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,261,654 | $48,465 | $6,058iApproximate average salary by contribution assumption: employee only about $151,453 at 4% or $100,969 at 6%; with 50% employer match about $100,969 at 4% or $67,313 at 6%; with 100% employer match about $75,727 at 4% or $50,484 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 8 | $1,261,654 | $48,465 | $6,058iApproximate average salary by contribution assumption: employee only about $151,453 at 4% or $100,969 at 6%; with 50% employer match about $100,969 at 4% or $67,313 at 6%; with 100% employer match about $75,727 at 4% or $50,484 at 6%. |
| 2023 | 1 | 7 | $1,212,015 | $52,578 | $7,511iApproximate average salary by contribution assumption: employee only about $187,779 at 4% or $125,186 at 6%; with 50% employer match about $125,186 at 4% or $83,457 at 6%; with 100% employer match about $93,889 at 4% or $62,593 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 7 | $1,212,015 | $52,578 | $7,511iApproximate average salary by contribution assumption: employee only about $187,779 at 4% or $125,186 at 6%; with 50% employer match about $125,186 at 4% or $83,457 at 6%; with 100% employer match about $93,889 at 4% or $62,593 at 6%. |
| 2022 | 1 | 8 | $1,211,024 | $71,471 | $8,934iApproximate average salary by contribution assumption: employee only about $223,347 at 4% or $148,898 at 6%; with 50% employer match about $148,898 at 4% or $99,265 at 6%; with 100% employer match about $111,673 at 4% or $74,449 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 8 | $1,211,024 | $71,471 | $8,934iApproximate average salary by contribution assumption: employee only about $223,347 at 4% or $148,898 at 6%; with 50% employer match about $148,898 at 4% or $99,265 at 6%; with 100% employer match about $111,673 at 4% or $74,449 at 6%. |
| 2021 | 1 | 8 | $1,171,398 | $48,761 | $6,095iApproximate average salary by contribution assumption: employee only about $152,378 at 4% or $101,585 at 6%; with 50% employer match about $101,585 at 4% or $67,724 at 6%; with 100% employer match about $76,189 at 4% or $50,793 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 8 | $1,171,398 | $48,761 | $6,095iApproximate average salary by contribution assumption: employee only about $152,378 at 4% or $101,585 at 6%; with 50% employer match about $101,585 at 4% or $67,724 at 6%; with 100% employer match about $76,189 at 4% or $50,793 at 6%. |
| 2020 | 1 | 8 | $1,128,016 | $21,316 | $2,665iApproximate average salary by contribution assumption: employee only about $66,613 at 4% or $44,408 at 6%; with 50% employer match about $44,408 at 4% or $29,606 at 6%; with 100% employer match about $33,306 at 4% or $22,204 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 8 | $1,128,016 | $21,316 | $2,665iApproximate average salary by contribution assumption: employee only about $66,613 at 4% or $44,408 at 6%; with 50% employer match about $44,408 at 4% or $29,606 at 6%; with 100% employer match about $33,306 at 4% or $22,204 at 6%. |
| 2019 | 1 | 7 | $1,107,596 | $14,138 | $2,020iApproximate average salary by contribution assumption: employee only about $50,493 at 4% or $33,662 at 6%; with 50% employer match about $33,662 at 4% or $22,441 at 6%; with 100% employer match about $25,246 at 4% or $16,831 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 7 | $1,107,596 | $14,138 | $2,020iApproximate average salary by contribution assumption: employee only about $50,493 at 4% or $33,662 at 6%; with 50% employer match about $33,662 at 4% or $22,441 at 6%; with 100% employer match about $25,246 at 4% or $16,831 at 6%. |
| 2018 | 1 | 6 | $1,100,283 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 6 | $1,100,283 | - | - |
| 2017 | 1 | 6 | $1,107,686 | $204 | $34iApproximate average salary by contribution assumption: employee only about $850 at 4% or $567 at 6%; with 50% employer match about $567 at 4% or $378 at 6%; with 100% employer match about $425 at 4% or $283 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 6 | $1,107,686 | $204 | $34iApproximate average salary by contribution assumption: employee only about $850 at 4% or $567 at 6%; with 50% employer match about $567 at 4% or $378 at 6%; with 100% employer match about $425 at 4% or $283 at 6%. |
| 2016 | 1 | 8 | $1,794,981 | $16,208 | $2,026iApproximate average salary by contribution assumption: employee only about $50,650 at 4% or $33,767 at 6%; with 50% employer match about $33,767 at 4% or $22,511 at 6%; with 100% employer match about $25,325 at 4% or $16,883 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 8 | $1,794,981 | $16,208 | $2,026iApproximate average salary by contribution assumption: employee only about $50,650 at 4% or $33,767 at 6%; with 50% employer match about $33,767 at 4% or $22,511 at 6%; with 100% employer match about $25,325 at 4% or $16,883 at 6%. |
| 2015 | 1 | 8 | $1,948,819 | $36,601 | $4,575iApproximate average salary by contribution assumption: employee only about $114,378 at 4% or $76,252 at 6%; with 50% employer match about $76,252 at 4% or $50,835 at 6%; with 100% employer match about $57,189 at 4% or $38,126 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 8 | $1,948,819 | $36,601 | $4,575iApproximate average salary by contribution assumption: employee only about $114,378 at 4% or $76,252 at 6%; with 50% employer match about $76,252 at 4% or $50,835 at 6%; with 100% employer match about $57,189 at 4% or $38,126 at 6%. |
| 2014 | 1 | 7 | $1,995,081 | $105,380 | $15,054iApproximate average salary by contribution assumption: employee only about $376,357 at 4% or $250,905 at 6%; with 50% employer match about $250,905 at 4% or $167,270 at 6%; with 100% employer match about $188,179 at 4% or $125,452 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 7 | $1,995,081 | $105,380 | $15,054iApproximate average salary by contribution assumption: employee only about $376,357 at 4% or $250,905 at 6%; with 50% employer match about $250,905 at 4% or $167,270 at 6%; with 100% employer match about $188,179 at 4% or $125,452 at 6%. |
| 2013 | 1 | 6 | $1,813,024 | $55,955 | $9,326iApproximate average salary by contribution assumption: employee only about $233,146 at 4% or $155,431 at 6%; with 50% employer match about $155,431 at 4% or $103,620 at 6%; with 100% employer match about $116,573 at 4% or $77,715 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 6 | $1,813,024 | $55,955 | $9,326iApproximate average salary by contribution assumption: employee only about $233,146 at 4% or $155,431 at 6%; with 50% employer match about $155,431 at 4% or $103,620 at 6%; with 100% employer match about $116,573 at 4% or $77,715 at 6%. |
| 2012 | 1 | 6 | $1,625,857 | $80,432 | $13,405iApproximate average salary by contribution assumption: employee only about $335,133 at 4% or $223,422 at 6%; with 50% employer match about $223,422 at 4% or $148,948 at 6%; with 100% employer match about $167,567 at 4% or $111,711 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 6 | $1,625,857 | $80,432 | $13,405iApproximate average salary by contribution assumption: employee only about $335,133 at 4% or $223,422 at 6%; with 50% employer match about $223,422 at 4% or $148,948 at 6%; with 100% employer match about $167,567 at 4% or $111,711 at 6%. |
| 2011 | 1 | 6 | $1,473,235 | $108,130 | $18,022iApproximate average salary by contribution assumption: employee only about $450,542 at 4% or $300,361 at 6%; with 50% employer match about $300,361 at 4% or $200,241 at 6%; with 100% employer match about $225,271 at 4% or $150,181 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 6 | $1,473,235 | $108,130 | $18,022iApproximate average salary by contribution assumption: employee only about $450,542 at 4% or $300,361 at 6%; with 50% employer match about $300,361 at 4% or $200,241 at 6%; with 100% employer match about $225,271 at 4% or $150,181 at 6%. |
| 2010 | 1 | 7 | $1,529,154 | $91,080 | $13,011iApproximate average salary by contribution assumption: employee only about $325,286 at 4% or $216,857 at 6%; with 50% employer match about $216,857 at 4% or $144,571 at 6%; with 100% employer match about $162,643 at 4% or $108,429 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 7 | $1,529,154 | $91,080 | $13,011iApproximate average salary by contribution assumption: employee only about $325,286 at 4% or $216,857 at 6%; with 50% employer match about $216,857 at 4% or $144,571 at 6%; with 100% employer match about $162,643 at 4% or $108,429 at 6%. |
| 2009 | 1 | 4 | $1,386,081 | $91,957 | $22,989iApproximate average salary by contribution assumption: employee only about $574,731 at 4% or $383,154 at 6%; with 50% employer match about $383,154 at 4% or $255,436 at 6%; with 100% employer match about $287,366 at 4% or $191,577 at 6%. |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 4 | $1,386,081 | $91,957 | $22,989iApproximate average salary by contribution assumption: employee only about $574,731 at 4% or $383,154 at 6%; with 50% employer match about $383,154 at 4% or $255,436 at 6%; with 100% employer match about $287,366 at 4% or $191,577 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Leon Lowenstein Foundation Inc. Tax Deferred Annuity Plan | - | 0 | - | - | - |