Civic Intelligence

Jim and Carol Trawick Foundati

Plan context: Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust

EIN 20-3932082 • Bethesda, MD • 12 filings • 3 plans

7979 Old Georgetown RdBethesda, MD 20814-2429
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$465,209

2022 Contributions

$30,167

Historical Graphs

Total Assets Over Time

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

$465,209$232,605$0201120162020YearValue
$465,209Latest year 2020

Participants Over Time

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

210201120162020YearValue
1Latest year 2020

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
202210$0$0-
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-0---
202110$0$0-
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-0$0$0-
202011$465,209$30,167$30,167iApproximate average salary by contribution assumption: employee only about $754,175 at 4% or $502,783 at 6%; with 50% employer match about $502,783 at 4% or $335,189 at 6%; with 100% employer match about $377,088 at 4% or $251,392 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-1$465,209$30,167$30,167iApproximate average salary by contribution assumption: employee only about $754,175 at 4% or $502,783 at 6%; with 50% employer match about $502,783 at 4% or $335,189 at 6%; with 100% employer match about $377,088 at 4% or $251,392 at 6%.
201911$361,864$30,610$30,610iApproximate average salary by contribution assumption: employee only about $765,250 at 4% or $510,167 at 6%; with 50% employer match about $510,167 at 4% or $340,111 at 6%; with 100% employer match about $382,625 at 4% or $255,083 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-1$361,864$30,610$30,610iApproximate average salary by contribution assumption: employee only about $765,250 at 4% or $510,167 at 6%; with 50% employer match about $510,167 at 4% or $340,111 at 6%; with 100% employer match about $382,625 at 4% or $255,083 at 6%.
201812$330,335$37,003$18,502iApproximate average salary by contribution assumption: employee only about $462,538 at 4% or $308,358 at 6%; with 50% employer match about $308,358 at 4% or $205,572 at 6%; with 100% employer match about $231,269 at 4% or $154,179 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-2$330,335$37,003$18,502iApproximate average salary by contribution assumption: employee only about $462,538 at 4% or $308,358 at 6%; with 50% employer match about $308,358 at 4% or $205,572 at 6%; with 100% employer match about $231,269 at 4% or $154,179 at 6%.
201712$306,446$35,900$17,950iApproximate average salary by contribution assumption: employee only about $448,750 at 4% or $299,167 at 6%; with 50% employer match about $299,167 at 4% or $199,444 at 6%; with 100% employer match about $224,375 at 4% or $149,583 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-2$306,446$35,900$17,950iApproximate average salary by contribution assumption: employee only about $448,750 at 4% or $299,167 at 6%; with 50% employer match about $299,167 at 4% or $199,444 at 6%; with 100% employer match about $224,375 at 4% or $149,583 at 6%.
201612$222,176$35,502$17,751iApproximate average salary by contribution assumption: employee only about $443,775 at 4% or $295,850 at 6%; with 50% employer match about $295,850 at 4% or $197,233 at 6%; with 100% employer match about $221,888 at 4% or $147,925 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-2$222,176$35,502$17,751iApproximate average salary by contribution assumption: employee only about $443,775 at 4% or $295,850 at 6%; with 50% employer match about $295,850 at 4% or $197,233 at 6%; with 100% employer match about $221,888 at 4% or $147,925 at 6%.
201512$177,689$35,100$17,550iApproximate average salary by contribution assumption: employee only about $438,750 at 4% or $292,500 at 6%; with 50% employer match about $292,500 at 4% or $195,000 at 6%; with 100% employer match about $219,375 at 4% or $146,250 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-2$177,689$35,100$17,550iApproximate average salary by contribution assumption: employee only about $438,750 at 4% or $292,500 at 6%; with 50% employer match about $292,500 at 4% or $195,000 at 6%; with 100% employer match about $219,375 at 4% or $146,250 at 6%.
201412$142,884$33,511$16,756iApproximate average salary by contribution assumption: employee only about $418,888 at 4% or $279,258 at 6%; with 50% employer match about $279,258 at 4% or $186,172 at 6%; with 100% employer match about $209,444 at 4% or $139,629 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-2$142,884$33,511$16,756iApproximate average salary by contribution assumption: employee only about $418,888 at 4% or $279,258 at 6%; with 50% employer match about $279,258 at 4% or $186,172 at 6%; with 100% employer match about $209,444 at 4% or $139,629 at 6%.
201312$100,854$32,757$16,379iApproximate average salary by contribution assumption: employee only about $409,463 at 4% or $272,975 at 6%; with 50% employer match about $272,975 at 4% or $181,983 at 6%; with 100% employer match about $204,731 at 4% or $136,488 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-2$100,854$32,757$16,379iApproximate average salary by contribution assumption: employee only about $409,463 at 4% or $272,975 at 6%; with 50% employer match about $272,975 at 4% or $181,983 at 6%; with 100% employer match about $204,731 at 4% or $136,488 at 6%.
201212$50,465$30,894$15,447iApproximate average salary by contribution assumption: employee only about $386,175 at 4% or $257,450 at 6%; with 50% employer match about $257,450 at 4% or $171,633 at 6%; with 100% employer match about $193,088 at 4% or $128,725 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-2$50,465$30,894$15,447iApproximate average salary by contribution assumption: employee only about $386,175 at 4% or $257,450 at 6%; with 50% employer match about $257,450 at 4% or $171,633 at 6%; with 100% employer match about $193,088 at 4% or $128,725 at 6%.
201112$15,522$16,244$8,122iApproximate average salary by contribution assumption: employee only about $203,050 at 4% or $135,367 at 6%; with 50% employer match about $135,367 at 4% or $90,244 at 6%; with 100% employer match about $101,525 at 4% or $67,683 at 6%.
Jim and Carol Trawick Foundati 401 K Profit Sharing Plan Trust-2$15,522$16,244$8,122iApproximate average salary by contribution assumption: employee only about $203,050 at 4% or $135,367 at 6%; with 50% employer match about $135,367 at 4% or $90,244 at 6%; with 100% employer match about $101,525 at 4% or $67,683 at 6%.