Civic Intelligence

The Scherman Foundation Inc.

Plan context: Tax Deferred Annuity Plan of the Scherman Foundation Inc.

EIN 13-6098464 • New York, NY • 25 filings • 1 plans

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16 East 52nd Street, Suite 601New York, NY 10022-5306
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,941,208

2024 Contributions

$208,968

Historical Graphs

Total Assets Over Time

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

$2,941,208$1,470,604$0201420192024YearValue
$2,941,208Latest year 2024

Participants Over Time

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

630200920172024YearValue
6Latest 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
202416$2,941,208$208,968$34,828iApproximate average salary by contribution assumption: employee only about $870,700 at 4% or $580,467 at 6%; with 50% employer match about $580,467 at 4% or $386,978 at 6%; with 100% employer match about $435,350 at 4% or $290,233 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-6$2,941,208$208,968$34,828iApproximate average salary by contribution assumption: employee only about $870,700 at 4% or $580,467 at 6%; with 50% employer match about $580,467 at 4% or $386,978 at 6%; with 100% employer match about $435,350 at 4% or $290,233 at 6%.
202316$2,389,238$197,015$32,836iApproximate average salary by contribution assumption: employee only about $820,896 at 4% or $547,264 at 6%; with 50% employer match about $547,264 at 4% or $364,843 at 6%; with 100% employer match about $410,448 at 4% or $273,632 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-6$2,389,238$197,015$32,836iApproximate average salary by contribution assumption: employee only about $820,896 at 4% or $547,264 at 6%; with 50% employer match about $547,264 at 4% or $364,843 at 6%; with 100% employer match about $410,448 at 4% or $273,632 at 6%.
202215$1,824,678$148,475$29,695iApproximate average salary by contribution assumption: employee only about $742,375 at 4% or $494,917 at 6%; with 50% employer match about $494,917 at 4% or $329,944 at 6%; with 100% employer match about $371,188 at 4% or $247,458 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-5$1,824,678$148,475$29,695iApproximate average salary by contribution assumption: employee only about $742,375 at 4% or $494,917 at 6%; with 50% employer match about $494,917 at 4% or $329,944 at 6%; with 100% employer match about $371,188 at 4% or $247,458 at 6%.
202116$2,667,982$120,635$20,106iApproximate average salary by contribution assumption: employee only about $502,646 at 4% or $335,097 at 6%; with 50% employer match about $335,097 at 4% or $223,398 at 6%; with 100% employer match about $251,323 at 4% or $167,549 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-6$2,667,982$120,635$20,106iApproximate average salary by contribution assumption: employee only about $502,646 at 4% or $335,097 at 6%; with 50% employer match about $335,097 at 4% or $223,398 at 6%; with 100% employer match about $251,323 at 4% or $167,549 at 6%.
202015$2,179,305$129,712$25,942iApproximate average salary by contribution assumption: employee only about $648,560 at 4% or $432,373 at 6%; with 50% employer match about $432,373 at 4% or $288,249 at 6%; with 100% employer match about $324,280 at 4% or $216,187 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-5$2,179,305$129,712$25,942iApproximate average salary by contribution assumption: employee only about $648,560 at 4% or $432,373 at 6%; with 50% employer match about $432,373 at 4% or $288,249 at 6%; with 100% employer match about $324,280 at 4% or $216,187 at 6%.
201915$1,762,499$122,041$24,408iApproximate average salary by contribution assumption: employee only about $610,205 at 4% or $406,803 at 6%; with 50% employer match about $406,803 at 4% or $271,202 at 6%; with 100% employer match about $305,103 at 4% or $203,402 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-5$1,762,499$122,041$24,408iApproximate average salary by contribution assumption: employee only about $610,205 at 4% or $406,803 at 6%; with 50% employer match about $406,803 at 4% or $271,202 at 6%; with 100% employer match about $305,103 at 4% or $203,402 at 6%.
201815$1,321,778$117,495$23,499iApproximate average salary by contribution assumption: employee only about $587,475 at 4% or $391,650 at 6%; with 50% employer match about $391,650 at 4% or $261,100 at 6%; with 100% employer match about $293,738 at 4% or $195,825 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-5$1,321,778$117,495$23,499iApproximate average salary by contribution assumption: employee only about $587,475 at 4% or $391,650 at 6%; with 50% employer match about $391,650 at 4% or $261,100 at 6%; with 100% employer match about $293,738 at 4% or $195,825 at 6%.
201715$1,323,158$1,090,646$218,129iApproximate average salary by contribution assumption: employee only about $5,453,230 at 4% or $3,635,487 at 6%; with 50% employer match about $3,635,487 at 4% or $2,423,658 at 6%; with 100% employer match about $2,726,615 at 4% or $1,817,743 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-5$1,323,158$1,090,646$218,129iApproximate average salary by contribution assumption: employee only about $5,453,230 at 4% or $3,635,487 at 6%; with 50% employer match about $3,635,487 at 4% or $2,423,658 at 6%; with 100% employer match about $2,726,615 at 4% or $1,817,743 at 6%.
201614$78,749$18,068$4,517iApproximate average salary by contribution assumption: employee only about $112,925 at 4% or $75,283 at 6%; with 50% employer match about $75,283 at 4% or $50,189 at 6%; with 100% employer match about $56,463 at 4% or $37,642 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-4$78,749$18,068$4,517iApproximate average salary by contribution assumption: employee only about $112,925 at 4% or $75,283 at 6%; with 50% employer match about $75,283 at 4% or $50,189 at 6%; with 100% employer match about $56,463 at 4% or $37,642 at 6%.
201515$78,128$20,843$4,169iApproximate average salary by contribution assumption: employee only about $104,215 at 4% or $69,477 at 6%; with 50% employer match about $69,477 at 4% or $46,318 at 6%; with 100% employer match about $52,108 at 4% or $34,738 at 6%.
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-5$78,128$20,843$4,169iApproximate average salary by contribution assumption: employee only about $104,215 at 4% or $69,477 at 6%; with 50% employer match about $69,477 at 4% or $46,318 at 6%; with 100% employer match about $52,108 at 4% or $34,738 at 6%.
201414$57,469$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-4$57,469--
201311$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-1---
201212$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-2---
201112$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-2---
201012$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-2---
200912$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-2---
200810$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-0---
200710$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-0---
200610$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-0---
200510$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-0---
200410$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-0---
200310$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-0---
200210$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-0---
200110$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-0---
200010$0$0-
Tax Deferred Annuity Plan of the Scherman Foundation Inc.-0---