The Achelis and Bodman Foundation
Plan context: Defined Contribution Pension Plan for Bodman & Achelis Foundations
EIN 13-6022018 • New York, NY • 43 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$3,524,376
2025 Contributions
$77,851
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 1 | $3,524,376 | $77,851 | $77,851iApproximate average salary by contribution assumption: employee only about $1,946,275 at 4% or $1,297,517 at 6%; with 50% employer match about $1,297,517 at 4% or $865,011 at 6%; with 100% employer match about $973,138 at 4% or $648,758 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $1,884,600 | $46,872 | $46,872iApproximate average salary by contribution assumption: employee only about $1,171,800 at 4% or $781,200 at 6%; with 50% employer match about $781,200 at 4% or $520,800 at 6%; with 100% employer match about $585,900 at 4% or $390,600 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $1,639,776 | $30,979 | $30,979iApproximate average salary by contribution assumption: employee only about $774,475 at 4% or $516,317 at 6%; with 50% employer match about $516,317 at 4% or $344,211 at 6%; with 100% employer match about $387,238 at 4% or $258,158 at 6%. |
| 2024 | 2 | 1 | $3,018,601 | $75,140 | $75,140iApproximate average salary by contribution assumption: employee only about $1,878,500 at 4% or $1,252,333 at 6%; with 50% employer match about $1,252,333 at 4% or $834,889 at 6%; with 100% employer match about $939,250 at 4% or $626,167 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $1,608,855 | $44,640 | $44,640iApproximate average salary by contribution assumption: employee only about $1,116,000 at 4% or $744,000 at 6%; with 50% employer match about $744,000 at 4% or $496,000 at 6%; with 100% employer match about $558,000 at 4% or $372,000 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $1,409,746 | $30,500 | $30,500iApproximate average salary by contribution assumption: employee only about $762,500 at 4% or $508,333 at 6%; with 50% employer match about $508,333 at 4% or $338,889 at 6%; with 100% employer match about $381,250 at 4% or $254,167 at 6%. |
| 2023 | 2 | 1 | $2,460,972 | $78,500 | $78,500iApproximate average salary by contribution assumption: employee only about $1,962,500 at 4% or $1,308,333 at 6%; with 50% employer match about $1,308,333 at 4% or $872,222 at 6%; with 100% employer match about $981,250 at 4% or $654,167 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $1,305,152 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $1,155,820 | $36,500 | $36,500iApproximate average salary by contribution assumption: employee only about $912,500 at 4% or $608,333 at 6%; with 50% employer match about $608,333 at 4% or $405,556 at 6%; with 100% employer match about $456,250 at 4% or $304,167 at 6%. |
| 2022 | 2 | 1 | $1,966,377 | $59,800 | $59,800iApproximate average salary by contribution assumption: employee only about $1,495,000 at 4% or $996,667 at 6%; with 50% employer match about $996,667 at 4% or $664,444 at 6%; with 100% employer match about $747,500 at 4% or $498,333 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $1,042,171 | $39,300 | $39,300iApproximate average salary by contribution assumption: employee only about $982,500 at 4% or $655,000 at 6%; with 50% employer match about $655,000 at 4% or $436,667 at 6%; with 100% employer match about $491,250 at 4% or $327,500 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $924,206 | $20,500 | $20,500iApproximate average salary by contribution assumption: employee only about $512,500 at 4% or $341,667 at 6%; with 50% employer match about $341,667 at 4% or $227,778 at 6%; with 100% employer match about $256,250 at 4% or $170,833 at 6%. |
| 2021 | 2 | 1 | $2,425,367 | $55,350 | $55,350iApproximate average salary by contribution assumption: employee only about $1,383,750 at 4% or $922,500 at 6%; with 50% employer match about $922,500 at 4% or $615,000 at 6%; with 100% employer match about $691,875 at 4% or $461,250 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $1,278,322 | $36,600 | $36,600iApproximate average salary by contribution assumption: employee only about $915,000 at 4% or $610,000 at 6%; with 50% employer match about $610,000 at 4% or $406,667 at 6%; with 100% employer match about $457,500 at 4% or $305,000 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $1,147,045 | $18,750 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| 2020 | 2 | 1 | $1,965,198 | $61,982 | $61,982iApproximate average salary by contribution assumption: employee only about $1,549,550 at 4% or $1,033,033 at 6%; with 50% employer match about $1,033,033 at 4% or $688,689 at 6%; with 100% employer match about $774,775 at 4% or $516,517 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $1,027,754 | $34,020 | $34,020iApproximate average salary by contribution assumption: employee only about $850,500 at 4% or $567,000 at 6%; with 50% employer match about $567,000 at 4% or $378,000 at 6%; with 100% employer match about $425,250 at 4% or $283,500 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $937,444 | $27,962 | $27,962iApproximate average salary by contribution assumption: employee only about $699,050 at 4% or $466,033 at 6%; with 50% employer match about $466,033 at 4% or $310,689 at 6%; with 100% employer match about $349,525 at 4% or $233,017 at 6%. |
| 2019 | 2 | 1 | $1,528,207 | $89,781 | $89,781iApproximate average salary by contribution assumption: employee only about $2,244,525 at 4% or $1,496,350 at 6%; with 50% employer match about $1,496,350 at 4% or $997,567 at 6%; with 100% employer match about $1,122,263 at 4% or $748,175 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $797,601 | $64,800 | $64,800iApproximate average salary by contribution assumption: employee only about $1,620,000 at 4% or $1,080,000 at 6%; with 50% employer match about $1,080,000 at 4% or $720,000 at 6%; with 100% employer match about $810,000 at 4% or $540,000 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $730,606 | $24,981 | $24,981iApproximate average salary by contribution assumption: employee only about $624,525 at 4% or $416,350 at 6%; with 50% employer match about $416,350 at 4% or $277,567 at 6%; with 100% employer match about $312,263 at 4% or $208,175 at 6%. |
| 2018 | 2 | 1 | $1,149,260 | $54,193 | $54,193iApproximate average salary by contribution assumption: employee only about $1,354,825 at 4% or $903,217 at 6%; with 50% employer match about $903,217 at 4% or $602,144 at 6%; with 100% employer match about $677,413 at 4% or $451,608 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $596,905 | $29,712 | $29,712iApproximate average salary by contribution assumption: employee only about $742,800 at 4% or $495,200 at 6%; with 50% employer match about $495,200 at 4% or $330,133 at 6%; with 100% employer match about $371,400 at 4% or $247,600 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $552,355 | $24,481 | $24,481iApproximate average salary by contribution assumption: employee only about $612,025 at 4% or $408,017 at 6%; with 50% employer match about $408,017 at 4% or $272,011 at 6%; with 100% employer match about $306,013 at 4% or $204,008 at 6%. |
| 2017 | 2 | 1 | $1,225,740 | $51,374 | $51,374iApproximate average salary by contribution assumption: employee only about $1,284,350 at 4% or $856,233 at 6%; with 50% employer match about $856,233 at 4% or $570,822 at 6%; with 100% employer match about $642,175 at 4% or $428,117 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $635,410 | $28,297 | $28,297iApproximate average salary by contribution assumption: employee only about $707,425 at 4% or $471,617 at 6%; with 50% employer match about $471,617 at 4% or $314,411 at 6%; with 100% employer match about $353,713 at 4% or $235,808 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $590,330 | $23,077 | $23,077iApproximate average salary by contribution assumption: employee only about $576,925 at 4% or $384,617 at 6%; with 50% employer match about $384,617 at 4% or $256,411 at 6%; with 100% employer match about $288,463 at 4% or $192,308 at 6%. |
| 2016 | 2 | 1 | $972,969 | $50,950 | $50,950iApproximate average salary by contribution assumption: employee only about $1,273,750 at 4% or $849,167 at 6%; with 50% employer match about $849,167 at 4% or $566,111 at 6%; with 100% employer match about $636,875 at 4% or $424,583 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $501,918 | $26,950 | $26,950iApproximate average salary by contribution assumption: employee only about $673,750 at 4% or $449,167 at 6%; with 50% employer match about $449,167 at 4% or $299,444 at 6%; with 100% employer match about $336,875 at 4% or $224,583 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $471,051 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2015 | 2 | 1 | $822,653 | $49,666 | $49,666iApproximate average salary by contribution assumption: employee only about $1,241,650 at 4% or $827,767 at 6%; with 50% employer match about $827,767 at 4% or $551,844 at 6%; with 100% employer match about $620,825 at 4% or $413,883 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $422,133 | $25,666 | $25,666iApproximate average salary by contribution assumption: employee only about $641,650 at 4% or $427,767 at 6%; with 50% employer match about $427,767 at 4% or $285,178 at 6%; with 100% employer match about $320,825 at 4% or $213,883 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $400,520 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| 2014 | 2 | 1 | $789,925 | $48,378 | $48,378iApproximate average salary by contribution assumption: employee only about $1,209,450 at 4% or $806,300 at 6%; with 50% employer match about $806,300 at 4% or $537,533 at 6%; with 100% employer match about $604,725 at 4% or $403,150 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $404,968 | $24,444 | $24,444iApproximate average salary by contribution assumption: employee only about $611,100 at 4% or $407,400 at 6%; with 50% employer match about $407,400 at 4% or $271,600 at 6%; with 100% employer match about $305,550 at 4% or $203,700 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $384,957 | $23,934 | $23,934iApproximate average salary by contribution assumption: employee only about $598,350 at 4% or $398,900 at 6%; with 50% employer match about $398,900 at 4% or $265,933 at 6%; with 100% employer match about $299,175 at 4% or $199,450 at 6%. |
| 2013 | 2 | 1 | $691,208 | $46,106 | $46,106iApproximate average salary by contribution assumption: employee only about $1,152,650 at 4% or $768,433 at 6%; with 50% employer match about $768,433 at 4% or $512,289 at 6%; with 100% employer match about $576,325 at 4% or $384,217 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $354,000 | $23,280 | $23,280iApproximate average salary by contribution assumption: employee only about $582,000 at 4% or $388,000 at 6%; with 50% employer match about $388,000 at 4% or $258,667 at 6%; with 100% employer match about $291,000 at 4% or $194,000 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $337,208 | $22,826 | $22,826iApproximate average salary by contribution assumption: employee only about $570,650 at 4% or $380,433 at 6%; with 50% employer match about $380,433 at 4% or $253,622 at 6%; with 100% employer match about $285,325 at 4% or $190,217 at 6%. |
| 2012 | 2 | 1 | $488,550 | $38,522 | $38,522iApproximate average salary by contribution assumption: employee only about $963,050 at 4% or $642,033 at 6%; with 50% employer match about $642,033 at 4% or $428,022 at 6%; with 100% employer match about $481,525 at 4% or $321,017 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $249,637 | $22,176 | $22,176iApproximate average salary by contribution assumption: employee only about $554,400 at 4% or $369,600 at 6%; with 50% employer match about $369,600 at 4% or $246,400 at 6%; with 100% employer match about $277,200 at 4% or $184,800 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $238,913 | $16,346 | $16,346iApproximate average salary by contribution assumption: employee only about $408,650 at 4% or $272,433 at 6%; with 50% employer match about $272,433 at 4% or $181,622 at 6%; with 100% employer match about $204,325 at 4% or $136,217 at 6%. |
| 2011 | 2 | 1 | $392,851 | $37,620 | $37,620iApproximate average salary by contribution assumption: employee only about $940,500 at 4% or $627,000 at 6%; with 50% employer match about $627,000 at 4% or $418,000 at 6%; with 100% employer match about $470,250 at 4% or $313,500 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $198,432 | $21,120 | $21,120iApproximate average salary by contribution assumption: employee only about $528,000 at 4% or $352,000 at 6%; with 50% employer match about $352,000 at 4% or $234,667 at 6%; with 100% employer match about $264,000 at 4% or $176,000 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $194,419 | $16,500 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| 2010 | 2 | 1 | $371,796 | $36,660 | $36,660iApproximate average salary by contribution assumption: employee only about $916,500 at 4% or $611,000 at 6%; with 50% employer match about $611,000 at 4% or $407,333 at 6%; with 100% employer match about $458,250 at 4% or $305,500 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $186,050 | $20,160 | $20,160iApproximate average salary by contribution assumption: employee only about $504,000 at 4% or $336,000 at 6%; with 50% employer match about $336,000 at 4% or $224,000 at 6%; with 100% employer match about $252,000 at 4% or $168,000 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $185,746 | $16,500 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| 2009 | 2 | 1 | $273,033 | $36,235 | $36,235iApproximate average salary by contribution assumption: employee only about $905,875 at 4% or $603,917 at 6%; with 50% employer match about $603,917 at 4% or $402,611 at 6%; with 100% employer match about $452,938 at 4% or $301,958 at 6%. |
| Tax Shelter Annuity Plan of the Achelis and Bodman Foundation | - | 1 | $138,791 | $16,500 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 1 | $134,242 | $19,735 | $19,735iApproximate average salary by contribution assumption: employee only about $493,375 at 4% or $328,917 at 6%; with 50% employer match about $328,917 at 4% or $219,278 at 6%; with 100% employer match about $246,688 at 4% or $164,458 at 6%. |
| 2008 | 1 | 3 | $426,271 | $29,432 | $9,811iApproximate average salary by contribution assumption: employee only about $245,267 at 4% or $163,511 at 6%; with 50% employer match about $163,511 at 4% or $109,007 at 6%; with 100% employer match about $122,633 at 4% or $81,756 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 3 | $426,271 | $29,432 | $9,811iApproximate average salary by contribution assumption: employee only about $245,267 at 4% or $163,511 at 6%; with 50% employer match about $163,511 at 4% or $109,007 at 6%; with 100% employer match about $122,633 at 4% or $81,756 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 3 | - | - | - |
| 2006 | 1 | 3 | $534,861 | $44,246 | $14,749iApproximate average salary by contribution assumption: employee only about $368,717 at 4% or $245,811 at 6%; with 50% employer match about $245,811 at 4% or $163,874 at 6%; with 100% employer match about $184,358 at 4% or $122,906 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 3 | $534,861 | $44,246 | $14,749iApproximate average salary by contribution assumption: employee only about $368,717 at 4% or $245,811 at 6%; with 50% employer match about $245,811 at 4% or $163,874 at 6%; with 100% employer match about $184,358 at 4% or $122,906 at 6%. |
| 2005 | 1 | 3 | $436,765 | $41,939 | $13,980iApproximate average salary by contribution assumption: employee only about $349,492 at 4% or $232,994 at 6%; with 50% employer match about $232,994 at 4% or $155,330 at 6%; with 100% employer match about $174,746 at 4% or $116,497 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 3 | $436,765 | $41,939 | $13,980iApproximate average salary by contribution assumption: employee only about $349,492 at 4% or $232,994 at 6%; with 50% employer match about $232,994 at 4% or $155,330 at 6%; with 100% employer match about $174,746 at 4% or $116,497 at 6%. |
| 2004 | 1 | 3 | $361,245 | $40,148 | $13,383iApproximate average salary by contribution assumption: employee only about $334,567 at 4% or $223,044 at 6%; with 50% employer match about $223,044 at 4% or $148,696 at 6%; with 100% employer match about $167,283 at 4% or $111,522 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 3 | $361,245 | $40,148 | $13,383iApproximate average salary by contribution assumption: employee only about $334,567 at 4% or $223,044 at 6%; with 50% employer match about $223,044 at 4% or $148,696 at 6%; with 100% employer match about $167,283 at 4% or $111,522 at 6%. |
| 2003 | 1 | 3 | $289,689 | $37,966 | $12,655iApproximate average salary by contribution assumption: employee only about $316,383 at 4% or $210,922 at 6%; with 50% employer match about $210,922 at 4% or $140,615 at 6%; with 100% employer match about $158,192 at 4% or $105,461 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 3 | $289,689 | $37,966 | $12,655iApproximate average salary by contribution assumption: employee only about $316,383 at 4% or $210,922 at 6%; with 50% employer match about $210,922 at 4% or $140,615 at 6%; with 100% employer match about $158,192 at 4% or $105,461 at 6%. |
| 2002 | 1 | 3 | $190,483 | $36,110 | $12,037iApproximate average salary by contribution assumption: employee only about $300,917 at 4% or $200,611 at 6%; with 50% employer match about $200,611 at 4% or $133,741 at 6%; with 100% employer match about $150,458 at 4% or $100,306 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 3 | $190,483 | $36,110 | $12,037iApproximate average salary by contribution assumption: employee only about $300,917 at 4% or $200,611 at 6%; with 50% employer match about $200,611 at 4% or $133,741 at 6%; with 100% employer match about $150,458 at 4% or $100,306 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 3 | - | - | - |
| 2000 | 1 | 3 | $193,411 | $22,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| Defined Contribution Pension Plan for Bodman & Achelis Foundations | - | 3 | $193,411 | $22,500 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |