Civic Intelligence

Adopt a Class Foundation

Plan context: Adopt a Class Foundation Soca Benefit Plan

EIN 20-2587299 • Cincinnati, OH • 5 filings • 1 plans

3805 Edwards RdSte 550Cincinnati, OH 45209
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,831

2024 Contributions

$148,421

Historical Graphs

Total Assets Over Time

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

$3,831$1,916$0202020222023YearValue
$3,831Latest year 2023

Participants Over Time

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

950202020222023YearValue
9Latest year 2023

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
202410$0$148,421-
Adopt a Class Foundation Soca Benefit Plan-0$0$148,421-
202319$3,831$98,660$10,962iApproximate average salary by contribution assumption: employee only about $274,056 at 4% or $182,704 at 6%; with 50% employer match about $182,704 at 4% or $121,802 at 6%; with 100% employer match about $137,028 at 4% or $91,352 at 6%.
Adopt a Class Foundation Soca Benefit Plan-9$3,831$98,660$10,962iApproximate average salary by contribution assumption: employee only about $274,056 at 4% or $182,704 at 6%; with 50% employer match about $182,704 at 4% or $121,802 at 6%; with 100% employer match about $137,028 at 4% or $91,352 at 6%.
202213$2,388$43,039$14,346iApproximate average salary by contribution assumption: employee only about $358,658 at 4% or $239,106 at 6%; with 50% employer match about $239,106 at 4% or $159,404 at 6%; with 100% employer match about $179,329 at 4% or $119,553 at 6%.
Adopt a Class Foundation Soca Benefit Plan-3$2,388$43,039$14,346iApproximate average salary by contribution assumption: employee only about $358,658 at 4% or $239,106 at 6%; with 50% employer match about $239,106 at 4% or $159,404 at 6%; with 100% employer match about $179,329 at 4% or $119,553 at 6%.
202113$939$23,671$7,890iApproximate average salary by contribution assumption: employee only about $197,258 at 4% or $131,506 at 6%; with 50% employer match about $131,506 at 4% or $87,670 at 6%; with 100% employer match about $98,629 at 4% or $65,753 at 6%.
Adopt a Class Foundation Soca Benefit Plan-3$939$23,671$7,890iApproximate average salary by contribution assumption: employee only about $197,258 at 4% or $131,506 at 6%; with 50% employer match about $131,506 at 4% or $87,670 at 6%; with 100% employer match about $98,629 at 4% or $65,753 at 6%.
202012$224$2,616$1,308iApproximate average salary by contribution assumption: employee only about $32,700 at 4% or $21,800 at 6%; with 50% employer match about $21,800 at 4% or $14,533 at 6%; with 100% employer match about $16,350 at 4% or $10,900 at 6%.
Adopt a Class Foundation Soca Benefit Plan-2$224$2,616$1,308iApproximate average salary by contribution assumption: employee only about $32,700 at 4% or $21,800 at 6%; with 50% employer match about $21,800 at 4% or $14,533 at 6%; with 100% employer match about $16,350 at 4% or $10,900 at 6%.