Civic Intelligence

Adera & Adera Pa

Plan context: Adera & Adera Pa Retirement Trust

EIN 26-3843787 • Inverness, FL • 12 filings • 1 plans

227 Ella AvenueInverness, FL 34450
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,008,517

2025 Contributions

$79,138

Historical Graphs

Total Assets Over Time

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

$1,008,517$504,259$0201420202025YearValue
$1,008,517Latest year 2025

Participants Over Time

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

420201420202025YearValue
4Latest year 2025

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
202514$1,008,517$79,138$19,785iApproximate average salary by contribution assumption: employee only about $494,613 at 4% or $329,742 at 6%; with 50% employer match about $329,742 at 4% or $219,828 at 6%; with 100% employer match about $247,306 at 4% or $164,871 at 6%.
Adera & Adera Pa Retirement Trust-4$1,008,517$79,138$19,785iApproximate average salary by contribution assumption: employee only about $494,613 at 4% or $329,742 at 6%; with 50% employer match about $329,742 at 4% or $219,828 at 6%; with 100% employer match about $247,306 at 4% or $164,871 at 6%.
202414$804,908$72,822$18,206iApproximate average salary by contribution assumption: employee only about $455,138 at 4% or $303,425 at 6%; with 50% employer match about $303,425 at 4% or $202,283 at 6%; with 100% employer match about $227,569 at 4% or $151,713 at 6%.
Adera & Adera Pa Retirement Trust-4$804,908$72,822$18,206iApproximate average salary by contribution assumption: employee only about $455,138 at 4% or $303,425 at 6%; with 50% employer match about $303,425 at 4% or $202,283 at 6%; with 100% employer match about $227,569 at 4% or $151,713 at 6%.
202314$674,960$74,046$18,512iApproximate average salary by contribution assumption: employee only about $462,788 at 4% or $308,525 at 6%; with 50% employer match about $308,525 at 4% or $205,683 at 6%; with 100% employer match about $231,394 at 4% or $154,263 at 6%.
Adera & Adera Pa Retirement Trust-4$674,960$74,046$18,512iApproximate average salary by contribution assumption: employee only about $462,788 at 4% or $308,525 at 6%; with 50% employer match about $308,525 at 4% or $205,683 at 6%; with 100% employer match about $231,394 at 4% or $154,263 at 6%.
202214$521,511$66,751$16,688iApproximate average salary by contribution assumption: employee only about $417,194 at 4% or $278,129 at 6%; with 50% employer match about $278,129 at 4% or $185,419 at 6%; with 100% employer match about $208,597 at 4% or $139,065 at 6%.
Adera & Adera Pa Retirement Trust-4$521,511$66,751$16,688iApproximate average salary by contribution assumption: employee only about $417,194 at 4% or $278,129 at 6%; with 50% employer match about $278,129 at 4% or $185,419 at 6%; with 100% employer match about $208,597 at 4% or $139,065 at 6%.
202113$521,738$65,027$21,676iApproximate average salary by contribution assumption: employee only about $541,892 at 4% or $361,261 at 6%; with 50% employer match about $361,261 at 4% or $240,841 at 6%; with 100% employer match about $270,946 at 4% or $180,631 at 6%.
Adera & Adera Pa Retirement Trust-3$521,738$65,027$21,676iApproximate average salary by contribution assumption: employee only about $541,892 at 4% or $361,261 at 6%; with 50% employer match about $361,261 at 4% or $240,841 at 6%; with 100% employer match about $270,946 at 4% or $180,631 at 6%.
202013$375,101$64,726$21,575iApproximate average salary by contribution assumption: employee only about $539,383 at 4% or $359,589 at 6%; with 50% employer match about $359,589 at 4% or $239,726 at 6%; with 100% employer match about $269,692 at 4% or $179,794 at 6%.
Adera & Adera Pa Retirement Trust-3$375,101$64,726$21,575iApproximate average salary by contribution assumption: employee only about $539,383 at 4% or $359,589 at 6%; with 50% employer match about $359,589 at 4% or $239,726 at 6%; with 100% employer match about $269,692 at 4% or $179,794 at 6%.
201913$289,855$60,698$20,233iApproximate average salary by contribution assumption: employee only about $505,817 at 4% or $337,211 at 6%; with 50% employer match about $337,211 at 4% or $224,807 at 6%; with 100% employer match about $252,908 at 4% or $168,606 at 6%.
Adera & Adera Pa Retirement Trust-3$289,855$60,698$20,233iApproximate average salary by contribution assumption: employee only about $505,817 at 4% or $337,211 at 6%; with 50% employer match about $337,211 at 4% or $224,807 at 6%; with 100% employer match about $252,908 at 4% or $168,606 at 6%.
201812$192,460$40,798$20,399iApproximate average salary by contribution assumption: employee only about $509,975 at 4% or $339,983 at 6%; with 50% employer match about $339,983 at 4% or $226,656 at 6%; with 100% employer match about $254,988 at 4% or $169,992 at 6%.
Adera & Adera Pa Retirement Trust-2$192,460$40,798$20,399iApproximate average salary by contribution assumption: employee only about $509,975 at 4% or $339,983 at 6%; with 50% employer match about $339,983 at 4% or $226,656 at 6%; with 100% employer match about $254,988 at 4% or $169,992 at 6%.
201712$172,488$46,303$23,152iApproximate average salary by contribution assumption: employee only about $578,788 at 4% or $385,858 at 6%; with 50% employer match about $385,858 at 4% or $257,239 at 6%; with 100% employer match about $289,394 at 4% or $192,929 at 6%.
Adera & Adera Pa Retirement Trust-2$172,488$46,303$23,152iApproximate average salary by contribution assumption: employee only about $578,788 at 4% or $385,858 at 6%; with 50% employer match about $385,858 at 4% or $257,239 at 6%; with 100% employer match about $289,394 at 4% or $192,929 at 6%.
201612$109,088$48,296$24,148iApproximate average salary by contribution assumption: employee only about $603,700 at 4% or $402,467 at 6%; with 50% employer match about $402,467 at 4% or $268,311 at 6%; with 100% employer match about $301,850 at 4% or $201,233 at 6%.
Adera & Adera Pa Retirement Trust-2$109,088$48,296$24,148iApproximate average salary by contribution assumption: employee only about $603,700 at 4% or $402,467 at 6%; with 50% employer match about $402,467 at 4% or $268,311 at 6%; with 100% employer match about $301,850 at 4% or $201,233 at 6%.
201512$54,821$11,026$5,513iApproximate average salary by contribution assumption: employee only about $137,825 at 4% or $91,883 at 6%; with 50% employer match about $91,883 at 4% or $61,256 at 6%; with 100% employer match about $68,913 at 4% or $45,942 at 6%.
Adera & Adera Pa Retirement Trust-2$54,821$11,026$5,513iApproximate average salary by contribution assumption: employee only about $137,825 at 4% or $91,883 at 6%; with 50% employer match about $91,883 at 4% or $61,256 at 6%; with 100% employer match about $68,913 at 4% or $45,942 at 6%.
201412$45,162$45,047$22,524iApproximate average salary by contribution assumption: employee only about $563,088 at 4% or $375,392 at 6%; with 50% employer match about $375,392 at 4% or $250,261 at 6%; with 100% employer match about $281,544 at 4% or $187,696 at 6%.
Adera & Adera Pa Retirement Trust-2$45,162$45,047$22,524iApproximate average salary by contribution assumption: employee only about $563,088 at 4% or $375,392 at 6%; with 50% employer match about $375,392 at 4% or $250,261 at 6%; with 100% employer match about $281,544 at 4% or $187,696 at 6%.