Connelly Foundation
Plan context: Connelly Foundation 403(B) Retirement Plan
EIN 23-6296825 • West Conshohocken, PA • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$5,063,060
2024 Contributions
$397,693
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 19 | $5,063,060 | $397,693 | $20,931iApproximate average salary by contribution assumption: employee only about $523,280 at 4% or $348,854 at 6%; with 50% employer match about $348,854 at 4% or $232,569 at 6%; with 100% employer match about $261,640 at 4% or $174,427 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 19 | $5,063,060 | $397,693 | $20,931iApproximate average salary by contribution assumption: employee only about $523,280 at 4% or $348,854 at 6%; with 50% employer match about $348,854 at 4% or $232,569 at 6%; with 100% employer match about $261,640 at 4% or $174,427 at 6%. |
| 2023 | 1 | 22 | $7,341,694 | $386,361 | $17,562iApproximate average salary by contribution assumption: employee only about $439,047 at 4% or $292,698 at 6%; with 50% employer match about $292,698 at 4% or $195,132 at 6%; with 100% employer match about $219,523 at 4% or $146,349 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 22 | $7,341,694 | $386,361 | $17,562iApproximate average salary by contribution assumption: employee only about $439,047 at 4% or $292,698 at 6%; with 50% employer match about $292,698 at 4% or $195,132 at 6%; with 100% employer match about $219,523 at 4% or $146,349 at 6%. |
| 2022 | 1 | 22 | $6,324,346 | $399,251 | $18,148iApproximate average salary by contribution assumption: employee only about $453,694 at 4% or $302,463 at 6%; with 50% employer match about $302,463 at 4% or $201,642 at 6%; with 100% employer match about $226,847 at 4% or $151,231 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 22 | $6,324,346 | $399,251 | $18,148iApproximate average salary by contribution assumption: employee only about $453,694 at 4% or $302,463 at 6%; with 50% employer match about $302,463 at 4% or $201,642 at 6%; with 100% employer match about $226,847 at 4% or $151,231 at 6%. |
| 2021 | 1 | 21 | $7,794,666 | $372,576 | $17,742iApproximate average salary by contribution assumption: employee only about $443,543 at 4% or $295,695 at 6%; with 50% employer match about $295,695 at 4% or $197,130 at 6%; with 100% employer match about $221,771 at 4% or $147,848 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 21 | $7,794,666 | $372,576 | $17,742iApproximate average salary by contribution assumption: employee only about $443,543 at 4% or $295,695 at 6%; with 50% employer match about $295,695 at 4% or $197,130 at 6%; with 100% employer match about $221,771 at 4% or $147,848 at 6%. |
| 2020 | 1 | 21 | $7,515,600 | $369,695 | $17,605iApproximate average salary by contribution assumption: employee only about $440,113 at 4% or $293,409 at 6%; with 50% employer match about $293,409 at 4% or $195,606 at 6%; with 100% employer match about $220,057 at 4% or $146,704 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 21 | $7,515,600 | $369,695 | $17,605iApproximate average salary by contribution assumption: employee only about $440,113 at 4% or $293,409 at 6%; with 50% employer match about $293,409 at 4% or $195,606 at 6%; with 100% employer match about $220,057 at 4% or $146,704 at 6%. |
| 2019 | 1 | 22 | $7,743,197 | $372,724 | $16,942iApproximate average salary by contribution assumption: employee only about $423,550 at 4% or $282,367 at 6%; with 50% employer match about $282,367 at 4% or $188,244 at 6%; with 100% employer match about $211,775 at 4% or $141,183 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 22 | $7,743,197 | $372,724 | $16,942iApproximate average salary by contribution assumption: employee only about $423,550 at 4% or $282,367 at 6%; with 50% employer match about $282,367 at 4% or $188,244 at 6%; with 100% employer match about $211,775 at 4% or $141,183 at 6%. |
| 2018 | 1 | 20 | $6,650,225 | $756,722 | $37,836iApproximate average salary by contribution assumption: employee only about $945,903 at 4% or $630,602 at 6%; with 50% employer match about $630,602 at 4% or $420,401 at 6%; with 100% employer match about $472,951 at 4% or $315,301 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 20 | $6,650,225 | $756,722 | $37,836iApproximate average salary by contribution assumption: employee only about $945,903 at 4% or $630,602 at 6%; with 50% employer match about $630,602 at 4% or $420,401 at 6%; with 100% employer match about $472,951 at 4% or $315,301 at 6%. |
| 2017 | 1 | 19 | $7,908,626 | $397,537 | $20,923iApproximate average salary by contribution assumption: employee only about $523,075 at 4% or $348,717 at 6%; with 50% employer match about $348,717 at 4% or $232,478 at 6%; with 100% employer match about $261,538 at 4% or $174,358 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 19 | $7,908,626 | $397,537 | $20,923iApproximate average salary by contribution assumption: employee only about $523,075 at 4% or $348,717 at 6%; with 50% employer match about $348,717 at 4% or $232,478 at 6%; with 100% employer match about $261,538 at 4% or $174,358 at 6%. |
| 2016 | 1 | 18 | $6,335,807 | $479,007 | $26,612iApproximate average salary by contribution assumption: employee only about $665,288 at 4% or $443,525 at 6%; with 50% employer match about $443,525 at 4% or $295,683 at 6%; with 100% employer match about $332,644 at 4% or $221,763 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 18 | $6,335,807 | $479,007 | $26,612iApproximate average salary by contribution assumption: employee only about $665,288 at 4% or $443,525 at 6%; with 50% employer match about $443,525 at 4% or $295,683 at 6%; with 100% employer match about $332,644 at 4% or $221,763 at 6%. |
| 2015 | 1 | 18 | $6,841,932 | $390,484 | $21,694iApproximate average salary by contribution assumption: employee only about $542,339 at 4% or $361,559 at 6%; with 50% employer match about $361,559 at 4% or $241,040 at 6%; with 100% employer match about $271,169 at 4% or $180,780 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 18 | $6,841,932 | $390,484 | $21,694iApproximate average salary by contribution assumption: employee only about $542,339 at 4% or $361,559 at 6%; with 50% employer match about $361,559 at 4% or $241,040 at 6%; with 100% employer match about $271,169 at 4% or $180,780 at 6%. |
| 2014 | 1 | 19 | $6,932,713 | $391,325 | $20,596iApproximate average salary by contribution assumption: employee only about $514,901 at 4% or $343,268 at 6%; with 50% employer match about $343,268 at 4% or $228,845 at 6%; with 100% employer match about $257,451 at 4% or $171,634 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 19 | $6,932,713 | $391,325 | $20,596iApproximate average salary by contribution assumption: employee only about $514,901 at 4% or $343,268 at 6%; with 50% employer match about $343,268 at 4% or $228,845 at 6%; with 100% employer match about $257,451 at 4% or $171,634 at 6%. |
| 2013 | 1 | 18 | $6,249,530 | $380,281 | $21,127iApproximate average salary by contribution assumption: employee only about $528,168 at 4% or $352,112 at 6%; with 50% employer match about $352,112 at 4% or $234,741 at 6%; with 100% employer match about $264,084 at 4% or $176,056 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 18 | $6,249,530 | $380,281 | $21,127iApproximate average salary by contribution assumption: employee only about $528,168 at 4% or $352,112 at 6%; with 50% employer match about $352,112 at 4% or $234,741 at 6%; with 100% employer match about $264,084 at 4% or $176,056 at 6%. |
| 2012 | 1 | 19 | $4,845,229 | $345,801 | $18,200iApproximate average salary by contribution assumption: employee only about $455,001 at 4% or $303,334 at 6%; with 50% employer match about $303,334 at 4% or $202,223 at 6%; with 100% employer match about $227,501 at 4% or $151,667 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 19 | $4,845,229 | $345,801 | $18,200iApproximate average salary by contribution assumption: employee only about $455,001 at 4% or $303,334 at 6%; with 50% employer match about $303,334 at 4% or $202,223 at 6%; with 100% employer match about $227,501 at 4% or $151,667 at 6%. |
| 2011 | 1 | 18 | $3,904,037 | $313,416 | $17,412iApproximate average salary by contribution assumption: employee only about $435,300 at 4% or $290,200 at 6%; with 50% employer match about $290,200 at 4% or $193,467 at 6%; with 100% employer match about $217,650 at 4% or $145,100 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 18 | $3,904,037 | $313,416 | $17,412iApproximate average salary by contribution assumption: employee only about $435,300 at 4% or $290,200 at 6%; with 50% employer match about $290,200 at 4% or $193,467 at 6%; with 100% employer match about $217,650 at 4% or $145,100 at 6%. |
| 2010 | 1 | 17 | $3,718,873 | $325,546 | $19,150iApproximate average salary by contribution assumption: employee only about $478,744 at 4% or $319,163 at 6%; with 50% employer match about $319,163 at 4% or $212,775 at 6%; with 100% employer match about $239,372 at 4% or $159,581 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 17 | $3,718,873 | $325,546 | $19,150iApproximate average salary by contribution assumption: employee only about $478,744 at 4% or $319,163 at 6%; with 50% employer match about $319,163 at 4% or $212,775 at 6%; with 100% employer match about $239,372 at 4% or $159,581 at 6%. |
| 2009 | 1 | 16 | $3,002,277 | $333,547 | $20,847iApproximate average salary by contribution assumption: employee only about $521,167 at 4% or $347,445 at 6%; with 50% employer match about $347,445 at 4% or $231,630 at 6%; with 100% employer match about $260,584 at 4% or $173,722 at 6%. |
| Connelly Foundation 403(B) Retirement Plan | - | 16 | $3,002,277 | $333,547 | $20,847iApproximate average salary by contribution assumption: employee only about $521,167 at 4% or $347,445 at 6%; with 50% employer match about $347,445 at 4% or $231,630 at 6%; with 100% employer match about $260,584 at 4% or $173,722 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Connelly Foundation 403(B) Retirement Plan | - | 0 | - | - | - |