Civic Intelligence

CIRCLE LODGE, INC.

Plan context: CIRCLE LODGE 401(K) PROFIT SHARING PLAN AND TRUST

EIN 23-2177753 • Norristown, PA • 22 filings • 6 plans

1001 Sterigere St., Bldg 15Norristown, PA 19401
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$119,471

2024 Contributions

$18,058

Historical Graphs

Total Assets Over Time

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

$243,105$121,553$0200920162024YearValue
$119,471Latest year 2024

Participants Over Time

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

21110200920162024YearValue
16Latest 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
2024116$119,471$18,058$1,129iApproximate average salary by contribution assumption: employee only about $28,216 at 4% or $18,810 at 6%; with 50% employer match about $18,810 at 4% or $12,540 at 6%; with 100% employer match about $14,108 at 4% or $9,405 at 6%.
CIRCLE LODGE 401(K) PROFIT SHARING PLAN AND TRUST-16$119,471$18,058$1,129iApproximate average salary by contribution assumption: employee only about $28,216 at 4% or $18,810 at 6%; with 50% employer match about $18,810 at 4% or $12,540 at 6%; with 100% employer match about $14,108 at 4% or $9,405 at 6%.
2023121$145,028$111,990$5,333iApproximate average salary by contribution assumption: employee only about $133,321 at 4% or $88,881 at 6%; with 50% employer match about $88,881 at 4% or $59,254 at 6%; with 100% employer match about $66,661 at 4% or $44,440 at 6%.
CIRCLE LODGE 401(K) PROFIT SHARING PLAN AND TRUST-21$145,028$111,990$5,333iApproximate average salary by contribution assumption: employee only about $133,321 at 4% or $88,881 at 6%; with 50% employer match about $88,881 at 4% or $59,254 at 6%; with 100% employer match about $66,661 at 4% or $44,440 at 6%.
2022113$20,507$19,084$1,468iApproximate average salary by contribution assumption: employee only about $36,700 at 4% or $24,467 at 6%; with 50% employer match about $24,467 at 4% or $16,311 at 6%; with 100% employer match about $18,350 at 4% or $12,233 at 6%.
CIRCLE LODGE 401(K) PROFIT SHARING PLAN & TRUST-13$20,507$19,084$1,468iApproximate average salary by contribution assumption: employee only about $36,700 at 4% or $24,467 at 6%; with 50% employer match about $24,467 at 4% or $16,311 at 6%; with 100% employer match about $18,350 at 4% or $12,233 at 6%.
2021111$0$0-
CIRCLE LODGE 401(K) PROFIT SHARING PLAN & TRUST-11$0--
2019112$99,684$12,732$1,061iApproximate average salary by contribution assumption: employee only about $26,525 at 4% or $17,683 at 6%; with 50% employer match about $17,683 at 4% or $11,789 at 6%; with 100% employer match about $13,263 at 4% or $8,842 at 6%.
CIRCLE LODGE, INC. 403(B) TAX SHELTERED ANNUITY PLAN-12$99,684$12,732$1,061iApproximate average salary by contribution assumption: employee only about $26,525 at 4% or $17,683 at 6%; with 50% employer match about $17,683 at 4% or $11,789 at 6%; with 100% employer match about $13,263 at 4% or $8,842 at 6%.
2017115$148,780$12,440$829iApproximate average salary by contribution assumption: employee only about $20,733 at 4% or $13,822 at 6%; with 50% employer match about $13,822 at 4% or $9,215 at 6%; with 100% employer match about $10,367 at 4% or $6,911 at 6%.
CIRCLE LODGE, INC. 403(B) TAX SHELTERED ANNUITY PLAN-15$148,780$12,440$829iApproximate average salary by contribution assumption: employee only about $20,733 at 4% or $13,822 at 6%; with 50% employer match about $13,822 at 4% or $9,215 at 6%; with 100% employer match about $10,367 at 4% or $6,911 at 6%.
2016117$161,193$17,090$1,005iApproximate average salary by contribution assumption: employee only about $25,132 at 4% or $16,755 at 6%; with 50% employer match about $16,755 at 4% or $11,170 at 6%; with 100% employer match about $12,566 at 4% or $8,377 at 6%.
CIRCLE LODGE, INC. 403(B) TAX SHELTERED ANNUITY PLAN-17$161,193$17,090$1,005iApproximate average salary by contribution assumption: employee only about $25,132 at 4% or $16,755 at 6%; with 50% employer match about $16,755 at 4% or $11,170 at 6%; with 100% employer match about $12,566 at 4% or $8,377 at 6%.
2015119$130,535$13,672$720iApproximate average salary by contribution assumption: employee only about $17,989 at 4% or $11,993 at 6%; with 50% employer match about $11,993 at 4% or $7,995 at 6%; with 100% employer match about $8,995 at 4% or $5,996 at 6%.
CIRCLE LODGE, INC. 403(B) TAX SHELTERED ANNUITY PLAN-19$130,535$13,672$720iApproximate average salary by contribution assumption: employee only about $17,989 at 4% or $11,993 at 6%; with 50% employer match about $11,993 at 4% or $7,995 at 6%; with 100% employer match about $8,995 at 4% or $5,996 at 6%.
2013117$170,894$18,403$1,083iApproximate average salary by contribution assumption: employee only about $27,063 at 4% or $18,042 at 6%; with 50% employer match about $18,042 at 4% or $12,028 at 6%; with 100% employer match about $13,532 at 4% or $9,021 at 6%.
CIRCLE LODGE, INC. 403(B) TAX SHELTERED ANNUITY PLAN-17$170,894$18,403$1,083iApproximate average salary by contribution assumption: employee only about $27,063 at 4% or $18,042 at 6%; with 50% employer match about $18,042 at 4% or $12,028 at 6%; with 100% employer match about $13,532 at 4% or $9,021 at 6%.
2012118$137,595$14,799$822iApproximate average salary by contribution assumption: employee only about $20,554 at 4% or $13,703 at 6%; with 50% employer match about $13,703 at 4% or $9,135 at 6%; with 100% employer match about $10,277 at 4% or $6,851 at 6%.
CIRCLE LODGE, INC. 403(B) TAX SHELTERED ANNUITY PLAN-18$137,595$14,799$822iApproximate average salary by contribution assumption: employee only about $20,554 at 4% or $13,703 at 6%; with 50% employer match about $13,703 at 4% or $9,135 at 6%; with 100% employer match about $10,277 at 4% or $6,851 at 6%.
2011115$124,396$15,649$1,043iApproximate average salary by contribution assumption: employee only about $26,082 at 4% or $17,388 at 6%; with 50% employer match about $17,388 at 4% or $11,592 at 6%; with 100% employer match about $13,041 at 4% or $8,694 at 6%.
CIRCLE LODGE INC. 403 (B) TAX SHELTERED ANNUITY PLAN-15$124,396$15,649$1,043iApproximate average salary by contribution assumption: employee only about $26,082 at 4% or $17,388 at 6%; with 50% employer match about $17,388 at 4% or $11,592 at 6%; with 100% employer match about $13,041 at 4% or $8,694 at 6%.
2010118$243,105$22,013$1,223iApproximate average salary by contribution assumption: employee only about $30,574 at 4% or $20,382 at 6%; with 50% employer match about $20,382 at 4% or $13,588 at 6%; with 100% employer match about $15,287 at 4% or $10,191 at 6%.
CIRCLE LODGE INC. 403 (B) TAX SHELTERED ANNUITY PLAN-18$243,105$22,013$1,223iApproximate average salary by contribution assumption: employee only about $30,574 at 4% or $20,382 at 6%; with 50% employer match about $20,382 at 4% or $13,588 at 6%; with 100% employer match about $15,287 at 4% or $10,191 at 6%.
2009115$213,975$23,340$1,556iApproximate average salary by contribution assumption: employee only about $38,900 at 4% or $25,933 at 6%; with 50% employer match about $25,933 at 4% or $17,289 at 6%; with 100% employer match about $19,450 at 4% or $12,967 at 6%.
CIRCLE LODGE INC. 403 (B) TAX SHELTERED ANNUITY PLAN-15$213,975$23,340$1,556iApproximate average salary by contribution assumption: employee only about $38,900 at 4% or $25,933 at 6%; with 50% employer match about $25,933 at 4% or $17,289 at 6%; with 100% employer match about $19,450 at 4% or $12,967 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
CIRCLE LODGE INC. 403 B TAX SHELTERED ANNUITY PLAN-0---
200010$0$0-
CIRCLE LODGE INC. 403 B TAX SHELTERED ANNUITY PLAN-0---