The Overbrook Foundation
Plan context: The Overbrook Foundation 4O3B Retirement Plan for Employees
EIN 13-6088860 • New York, NY • 20 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
9
2018 Assets
$2,227,084
2018 Contributions
$205,315
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | $0 | - | - |
| 2017 | 1 | 9 | $2,227,084 | $205,315 | $22,813iApproximate average salary by contribution assumption: employee only about $570,319 at 4% or $380,213 at 6%; with 50% employer match about $380,213 at 4% or $253,475 at 6%; with 100% employer match about $285,160 at 4% or $190,106 at 6%. |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 9 | $2,227,084 | $205,315 | $22,813iApproximate average salary by contribution assumption: employee only about $570,319 at 4% or $380,213 at 6%; with 50% employer match about $380,213 at 4% or $253,475 at 6%; with 100% employer match about $285,160 at 4% or $190,106 at 6%. |
| 2016 | 1 | 9 | $1,862,315 | $211,791 | $23,532iApproximate average salary by contribution assumption: employee only about $588,308 at 4% or $392,206 at 6%; with 50% employer match about $392,206 at 4% or $261,470 at 6%; with 100% employer match about $294,154 at 4% or $196,103 at 6%. |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 9 | $1,862,315 | $211,791 | $23,532iApproximate average salary by contribution assumption: employee only about $588,308 at 4% or $392,206 at 6%; with 50% employer match about $392,206 at 4% or $261,470 at 6%; with 100% employer match about $294,154 at 4% or $196,103 at 6%. |
| 2015 | 1 | 9 | $1,579,269 | $184,851 | $20,539iApproximate average salary by contribution assumption: employee only about $513,475 at 4% or $342,317 at 6%; with 50% employer match about $342,317 at 4% or $228,211 at 6%; with 100% employer match about $256,738 at 4% or $171,158 at 6%. |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 9 | $1,579,269 | $184,851 | $20,539iApproximate average salary by contribution assumption: employee only about $513,475 at 4% or $342,317 at 6%; with 50% employer match about $342,317 at 4% or $228,211 at 6%; with 100% employer match about $256,738 at 4% or $171,158 at 6%. |
| 2014 | 1 | 9 | $1,368,559 | $158,869 | $17,652iApproximate average salary by contribution assumption: employee only about $441,303 at 4% or $294,202 at 6%; with 50% employer match about $294,202 at 4% or $196,135 at 6%; with 100% employer match about $220,651 at 4% or $147,101 at 6%. |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 9 | $1,368,559 | $158,869 | $17,652iApproximate average salary by contribution assumption: employee only about $441,303 at 4% or $294,202 at 6%; with 50% employer match about $294,202 at 4% or $196,135 at 6%; with 100% employer match about $220,651 at 4% or $147,101 at 6%. |
| 2013 | 1 | 6 | $1,162,798 | $91,892 | $15,315iApproximate average salary by contribution assumption: employee only about $382,883 at 4% or $255,256 at 6%; with 50% employer match about $255,256 at 4% or $170,170 at 6%; with 100% employer match about $191,442 at 4% or $127,628 at 6%. |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 6 | $1,162,798 | $91,892 | $15,315iApproximate average salary by contribution assumption: employee only about $382,883 at 4% or $255,256 at 6%; with 50% employer match about $255,256 at 4% or $170,170 at 6%; with 100% employer match about $191,442 at 4% or $127,628 at 6%. |
| 2012 | 1 | 5 | $1,006,096 | $117,770 | $23,554iApproximate average salary by contribution assumption: employee only about $588,850 at 4% or $392,567 at 6%; with 50% employer match about $392,567 at 4% or $261,711 at 6%; with 100% employer match about $294,425 at 4% or $196,283 at 6%. |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 5 | $1,006,096 | $117,770 | $23,554iApproximate average salary by contribution assumption: employee only about $588,850 at 4% or $392,567 at 6%; with 50% employer match about $392,567 at 4% or $261,711 at 6%; with 100% employer match about $294,425 at 4% or $196,283 at 6%. |
| 2011 | 1 | 7 | $1,103,890 | $149,601 | $21,372iApproximate average salary by contribution assumption: employee only about $534,289 at 4% or $356,193 at 6%; with 50% employer match about $356,193 at 4% or $237,462 at 6%; with 100% employer match about $267,145 at 4% or $178,096 at 6%. |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 7 | $1,103,890 | $149,601 | $21,372iApproximate average salary by contribution assumption: employee only about $534,289 at 4% or $356,193 at 6%; with 50% employer match about $356,193 at 4% or $237,462 at 6%; with 100% employer match about $267,145 at 4% or $178,096 at 6%. |
| 2010 | 1 | 8 | $1,000,045 | $156,048 | $19,506iApproximate average salary by contribution assumption: employee only about $487,650 at 4% or $325,100 at 6%; with 50% employer match about $325,100 at 4% or $216,733 at 6%; with 100% employer match about $243,825 at 4% or $162,550 at 6%. |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 8 | $1,000,045 | $156,048 | $19,506iApproximate average salary by contribution assumption: employee only about $487,650 at 4% or $325,100 at 6%; with 50% employer match about $325,100 at 4% or $216,733 at 6%; with 100% employer match about $243,825 at 4% or $162,550 at 6%. |
| 2009 | 1 | 7 | $763,304 | $159,810 | $22,830iApproximate average salary by contribution assumption: employee only about $570,750 at 4% or $380,500 at 6%; with 50% employer match about $380,500 at 4% or $253,667 at 6%; with 100% employer match about $285,375 at 4% or $190,250 at 6%. |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 7 | $763,304 | $159,810 | $22,830iApproximate average salary by contribution assumption: employee only about $570,750 at 4% or $380,500 at 6%; with 50% employer match about $380,500 at 4% or $253,667 at 6%; with 100% employer match about $285,375 at 4% or $190,250 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| The Overbrook Foundation 4O3B Retirement Plan for Employees | - | 0 | - | - | - |