Society for Research on Educational
Plan context: Sree 403(B) Plan
EIN 26-4739791 • Rockville, MD • 9 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$247,625
2024 Contributions
$43,133
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 | 3 | $247,625 | $43,133 | $14,378iApproximate average salary by contribution assumption: employee only about $359,442 at 4% or $239,628 at 6%; with 50% employer match about $239,628 at 4% or $159,752 at 6%; with 100% employer match about $179,721 at 4% or $119,814 at 6%. |
| Sree 403(B) Plan | - | 3 | $247,625 | $43,133 | $14,378iApproximate average salary by contribution assumption: employee only about $359,442 at 4% or $239,628 at 6%; with 50% employer match about $239,628 at 4% or $159,752 at 6%; with 100% employer match about $179,721 at 4% or $119,814 at 6%. |
| 2023 | 1 | 3 | $179,163 | $37,248 | $12,416iApproximate average salary by contribution assumption: employee only about $310,400 at 4% or $206,933 at 6%; with 50% employer match about $206,933 at 4% or $137,956 at 6%; with 100% employer match about $155,200 at 4% or $103,467 at 6%. |
| Sree 403(B) Plan | - | 3 | $179,163 | $37,248 | $12,416iApproximate average salary by contribution assumption: employee only about $310,400 at 4% or $206,933 at 6%; with 50% employer match about $206,933 at 4% or $137,956 at 6%; with 100% employer match about $155,200 at 4% or $103,467 at 6%. |
| 2022 | 1 | 2 | $117,051 | $34,776 | $17,388iApproximate average salary by contribution assumption: employee only about $434,700 at 4% or $289,800 at 6%; with 50% employer match about $289,800 at 4% or $193,200 at 6%; with 100% employer match about $217,350 at 4% or $144,900 at 6%. |
| Sree 403(B) Plan | - | 2 | $117,051 | $34,776 | $17,388iApproximate average salary by contribution assumption: employee only about $434,700 at 4% or $289,800 at 6%; with 50% employer match about $289,800 at 4% or $193,200 at 6%; with 100% employer match about $217,350 at 4% or $144,900 at 6%. |
| 2021 | 1 | 2 | $101,094 | $20,760 | $10,380iApproximate average salary by contribution assumption: employee only about $259,500 at 4% or $173,000 at 6%; with 50% employer match about $173,000 at 4% or $115,333 at 6%; with 100% employer match about $129,750 at 4% or $86,500 at 6%. |
| Sree 403(B) Plan | - | 2 | $101,094 | $20,760 | $10,380iApproximate average salary by contribution assumption: employee only about $259,500 at 4% or $173,000 at 6%; with 50% employer match about $173,000 at 4% or $115,333 at 6%; with 100% employer match about $129,750 at 4% or $86,500 at 6%. |
| 2019 | 1 | 1 | $37,455 | $21,481 | $21,481iApproximate average salary by contribution assumption: employee only about $537,025 at 4% or $358,017 at 6%; with 50% employer match about $358,017 at 4% or $238,678 at 6%; with 100% employer match about $268,513 at 4% or $179,008 at 6%. |
| Sree 403(B) Plan | - | 1 | $37,455 | $21,481 | $21,481iApproximate average salary by contribution assumption: employee only about $537,025 at 4% or $358,017 at 6%; with 50% employer match about $358,017 at 4% or $238,678 at 6%; with 100% employer match about $268,513 at 4% or $179,008 at 6%. |
| 2018 | 1 | 1 | $11,152 | $12,192 | $12,192iApproximate average salary by contribution assumption: employee only about $304,800 at 4% or $203,200 at 6%; with 50% employer match about $203,200 at 4% or $135,467 at 6%; with 100% employer match about $152,400 at 4% or $101,600 at 6%. |
| Sree 403(B) Plan | - | 1 | $11,152 | $12,192 | $12,192iApproximate average salary by contribution assumption: employee only about $304,800 at 4% or $203,200 at 6%; with 50% employer match about $203,200 at 4% or $135,467 at 6%; with 100% employer match about $152,400 at 4% or $101,600 at 6%. |
| 2016 | 1 | 1 | $150,543 | $38,872 | $38,872iApproximate average salary by contribution assumption: employee only about $971,800 at 4% or $647,867 at 6%; with 50% employer match about $647,867 at 4% or $431,911 at 6%; with 100% employer match about $485,900 at 4% or $323,933 at 6%. |
| Society for Research on Educat 401 K Profit Sharing Plan Trust | - | 1 | $150,543 | $38,872 | $38,872iApproximate average salary by contribution assumption: employee only about $971,800 at 4% or $647,867 at 6%; with 50% employer match about $647,867 at 4% or $431,911 at 6%; with 100% employer match about $485,900 at 4% or $323,933 at 6%. |
| 2014 | 1 | 1 | $74,016 | $31,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| Society for Research on Educat 401 K Profit Sharing Plan Trust | - | 1 | $74,016 | $31,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| 2013 | 1 | 1 | $43,010 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |
| Society for Research on Educat 401 K Profit Sharing Plan Trust | - | 1 | $43,010 | $18,000 | $18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%. |