THE CALEB FOUNDATION
Plan context: TAX DEFERRED ANNUITY PLAN OF THE CALEB FOUNDATION
EIN 22-3205846 • Swampscott, MA • 5 filings • 1 plans
Current Snapshot
Latest Year
2013
2013 Participants
11
2013 Assets
$126,564
2013 Contributions
$4,990
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| TAX DEFERRED ANNUITY PLAN OF THE CALEB FOUNDATION | - | 0 | $0 | - | - |
| 2012 | 1 | 11 | $126,564 | $4,990 | $454iApproximate average salary by contribution assumption: employee only about $11,341 at 4% or $7,561 at 6%; with 50% employer match about $7,561 at 4% or $5,040 at 6%; with 100% employer match about $5,670 at 4% or $3,780 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF THE CALEB FOUNDATION | - | 11 | $126,564 | $4,990 | $454iApproximate average salary by contribution assumption: employee only about $11,341 at 4% or $7,561 at 6%; with 50% employer match about $7,561 at 4% or $5,040 at 6%; with 100% employer match about $5,670 at 4% or $3,780 at 6%. |
| 2011 | 1 | 4 | $111,368 | $13,034 | $3,259iApproximate average salary by contribution assumption: employee only about $81,463 at 4% or $54,308 at 6%; with 50% employer match about $54,308 at 4% or $36,206 at 6%; with 100% employer match about $40,731 at 4% or $27,154 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF THE CALEB FOUNDATION | - | 4 | $111,368 | $13,034 | $3,259iApproximate average salary by contribution assumption: employee only about $81,463 at 4% or $54,308 at 6%; with 50% employer match about $54,308 at 4% or $36,206 at 6%; with 100% employer match about $40,731 at 4% or $27,154 at 6%. |
| 2010 | 1 | 11 | $101,850 | $9,235 | $840iApproximate average salary by contribution assumption: employee only about $20,989 at 4% or $13,992 at 6%; with 50% employer match about $13,992 at 4% or $9,328 at 6%; with 100% employer match about $10,494 at 4% or $6,996 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF THE CALEB FOUNDATION | - | 11 | $101,850 | $9,235 | $840iApproximate average salary by contribution assumption: employee only about $20,989 at 4% or $13,992 at 6%; with 50% employer match about $13,992 at 4% or $9,328 at 6%; with 100% employer match about $10,494 at 4% or $6,996 at 6%. |
| 2009 | 1 | 11 | $80,250 | $11,125 | $1,011iApproximate average salary by contribution assumption: employee only about $25,284 at 4% or $16,856 at 6%; with 50% employer match about $16,856 at 4% or $11,237 at 6%; with 100% employer match about $12,642 at 4% or $8,428 at 6%. |
| TAX DEFERRED ANNUITY PLAN OF THE CALEB FOUNDATION | - | 11 | $80,250 | $11,125 | $1,011iApproximate average salary by contribution assumption: employee only about $25,284 at 4% or $16,856 at 6%; with 50% employer match about $16,856 at 4% or $11,237 at 6%; with 100% employer match about $12,642 at 4% or $8,428 at 6%. |