Civic Intelligence

EDIFY

Plan context: EDIFY 403(B) PLAN

EIN 27-0892545 • San Diego, CA • 4 filings • 1 plans

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5694 Mission Center Rd. Ste 602Pmb 611San Diego, CA 92108-4312
Current Snapshot

Latest Year

2024

2024 Participants

44

2024 Assets

$926,985

2024 Contributions

$322,552

Historical Graphs

Total Assets Over Time

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

$926,985$463,493$0202120232024YearValue
$926,985Latest year 2024

Participants Over Time

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

44220202120232024YearValue
44Latest 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
2024144$926,985$322,552$7,331iApproximate average salary by contribution assumption: employee only about $183,268 at 4% or $122,179 at 6%; with 50% employer match about $122,179 at 4% or $81,453 at 6%; with 100% employer match about $91,634 at 4% or $61,089 at 6%.
EDIFY 403(B) PLAN-44$926,985$322,552$7,331iApproximate average salary by contribution assumption: employee only about $183,268 at 4% or $122,179 at 6%; with 50% employer match about $122,179 at 4% or $81,453 at 6%; with 100% employer match about $91,634 at 4% or $61,089 at 6%.
2023144$594,971$239,784$5,450iApproximate average salary by contribution assumption: employee only about $136,241 at 4% or $90,827 at 6%; with 50% employer match about $90,827 at 4% or $60,552 at 6%; with 100% employer match about $68,120 at 4% or $45,414 at 6%.
EDIFY 403(B) PLAN-44$594,971$239,784$5,450iApproximate average salary by contribution assumption: employee only about $136,241 at 4% or $90,827 at 6%; with 50% employer match about $90,827 at 4% or $60,552 at 6%; with 100% employer match about $68,120 at 4% or $45,414 at 6%.
2022133$294,764$234,884$7,118iApproximate average salary by contribution assumption: employee only about $177,942 at 4% or $118,628 at 6%; with 50% employer match about $118,628 at 4% or $79,086 at 6%; with 100% employer match about $88,971 at 4% or $59,314 at 6%.
EDIFY 403(B) PLAN-33$294,764$234,884$7,118iApproximate average salary by contribution assumption: employee only about $177,942 at 4% or $118,628 at 6%; with 50% employer match about $118,628 at 4% or $79,086 at 6%; with 100% employer match about $88,971 at 4% or $59,314 at 6%.
2021131$55,063$56,010$1,807iApproximate average salary by contribution assumption: employee only about $45,169 at 4% or $30,113 at 6%; with 50% employer match about $30,113 at 4% or $20,075 at 6%; with 100% employer match about $22,585 at 4% or $15,056 at 6%.
EDIFY 403(B) PLAN-31$55,063$56,010$1,807iApproximate average salary by contribution assumption: employee only about $45,169 at 4% or $30,113 at 6%; with 50% employer match about $30,113 at 4% or $20,075 at 6%; with 100% employer match about $22,585 at 4% or $15,056 at 6%.