Civic Intelligence

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

420 Lexington Avenue, Suite 2803New York, NY 10170
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

$3,524,376$1,762,188$0200020142025YearValue
$3,524,376Latest year 2025

Participants Over Time

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

320200020132025YearValue
1Latest 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
202521$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%.
202421$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%.
202321$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%.
202221$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%.
202121$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%.
202021$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%.
201921$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%.
201821$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%.
201721$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%.
201621$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%.
201521$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%.
201421$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%.
201321$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%.
201221$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%.
201121$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%.
201021$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%.
200921$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%.
200813$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%.
200713$0$0-
Defined Contribution Pension Plan for Bodman & Achelis Foundations-3---
200613$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%.
200513$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%.
200413$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%.
200313$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%.
200213$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%.
200113$0$0-
Defined Contribution Pension Plan for Bodman & Achelis Foundations-3---
200013$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%.