Arete Scholars Fund
Plan context: Arete Scholars Fund 401(K) Savings Plan
EIN 27-2494520 • Suwanee, GA • 14 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$245,900
2024 Contributions
$185,530
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 | 2 | 12 | $245,900 | $185,530 | $15,461iApproximate average salary by contribution assumption: employee only about $386,521 at 4% or $257,681 at 6%; with 50% employer match about $257,681 at 4% or $171,787 at 6%; with 100% employer match about $193,260 at 4% or $128,840 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 12 | $239,286 | $75,524 | $6,294iApproximate average salary by contribution assumption: employee only about $157,342 at 4% or $104,894 at 6%; with 50% employer match about $104,894 at 4% or $69,930 at 6%; with 100% employer match about $78,671 at 4% or $52,447 at 6%. |
| ARETE SCHOLARS FUND GCF BENEFIT PLAN | - | 8 | $6,614 | $110,006 | $13,751iApproximate average salary by contribution assumption: employee only about $343,769 at 4% or $229,179 at 6%; with 50% employer match about $229,179 at 4% or $152,786 at 6%; with 100% employer match about $171,884 at 4% or $114,590 at 6%. |
| 2023 | 2 | 8 | $144,070 | $125,247 | $15,656iApproximate average salary by contribution assumption: employee only about $391,397 at 4% or $260,931 at 6%; with 50% employer match about $260,931 at 4% or $173,954 at 6%; with 100% employer match about $195,698 at 4% or $130,466 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 8 | $141,160 | $55,791 | $6,974iApproximate average salary by contribution assumption: employee only about $174,347 at 4% or $116,231 at 6%; with 50% employer match about $116,231 at 4% or $77,488 at 6%; with 100% employer match about $87,173 at 4% or $58,116 at 6%. |
| ARETE SCHOLARS FUND GCF BENEFIT PLAN | - | 6 | $2,910 | $69,456 | $11,576iApproximate average salary by contribution assumption: employee only about $289,400 at 4% or $192,933 at 6%; with 50% employer match about $192,933 at 4% or $128,622 at 6%; with 100% employer match about $144,700 at 4% or $96,467 at 6%. |
| 2022 | 2 | 7 | $70,289 | $63,241 | $9,034iApproximate average salary by contribution assumption: employee only about $225,861 at 4% or $150,574 at 6%; with 50% employer match about $150,574 at 4% or $100,383 at 6%; with 100% employer match about $112,930 at 4% or $75,287 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 7 | $69,604 | $39,719 | $5,674iApproximate average salary by contribution assumption: employee only about $141,854 at 4% or $94,569 at 6%; with 50% employer match about $94,569 at 4% or $63,046 at 6%; with 100% employer match about $70,927 at 4% or $47,285 at 6%. |
| ARETE SCHOLARS FUND GCF BENEFIT PLAN | - | 4 | $685 | $23,522 | $5,881iApproximate average salary by contribution assumption: employee only about $147,013 at 4% or $98,008 at 6%; with 50% employer match about $98,008 at 4% or $65,339 at 6%; with 100% employer match about $73,506 at 4% or $49,004 at 6%. |
| 2021 | 1 | 4 | $38,720 | $9,985 | $2,496iApproximate average salary by contribution assumption: employee only about $62,406 at 4% or $41,604 at 6%; with 50% employer match about $41,604 at 4% or $27,736 at 6%; with 100% employer match about $31,203 at 4% or $20,802 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 4 | $38,720 | $9,985 | $2,496iApproximate average salary by contribution assumption: employee only about $62,406 at 4% or $41,604 at 6%; with 50% employer match about $41,604 at 4% or $27,736 at 6%; with 100% employer match about $31,203 at 4% or $20,802 at 6%. |
| 2020 | 1 | 2 | $25,312 | $1,512 | $756iApproximate average salary by contribution assumption: employee only about $18,900 at 4% or $12,600 at 6%; with 50% employer match about $12,600 at 4% or $8,400 at 6%; with 100% employer match about $9,450 at 4% or $6,300 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 2 | $25,312 | $1,512 | $756iApproximate average salary by contribution assumption: employee only about $18,900 at 4% or $12,600 at 6%; with 50% employer match about $12,600 at 4% or $8,400 at 6%; with 100% employer match about $9,450 at 4% or $6,300 at 6%. |
| 2019 | 1 | 2 | $20,796 | $2,117 | $1,059iApproximate average salary by contribution assumption: employee only about $26,463 at 4% or $17,642 at 6%; with 50% employer match about $17,642 at 4% or $11,761 at 6%; with 100% employer match about $13,231 at 4% or $8,821 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 2 | $20,796 | $2,117 | $1,059iApproximate average salary by contribution assumption: employee only about $26,463 at 4% or $17,642 at 6%; with 50% employer match about $17,642 at 4% or $11,761 at 6%; with 100% employer match about $13,231 at 4% or $8,821 at 6%. |
| 2018 | 1 | 2 | $15,272 | $2,293 | $1,147iApproximate average salary by contribution assumption: employee only about $28,663 at 4% or $19,108 at 6%; with 50% employer match about $19,108 at 4% or $12,739 at 6%; with 100% employer match about $14,331 at 4% or $9,554 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 2 | $15,272 | $2,293 | $1,147iApproximate average salary by contribution assumption: employee only about $28,663 at 4% or $19,108 at 6%; with 50% employer match about $19,108 at 4% or $12,739 at 6%; with 100% employer match about $14,331 at 4% or $9,554 at 6%. |
| 2017 | 1 | 2 | $14,784 | $2,027 | $1,014iApproximate average salary by contribution assumption: employee only about $25,338 at 4% or $16,892 at 6%; with 50% employer match about $16,892 at 4% or $11,261 at 6%; with 100% employer match about $12,669 at 4% or $8,446 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 2 | $14,784 | $2,027 | $1,014iApproximate average salary by contribution assumption: employee only about $25,338 at 4% or $16,892 at 6%; with 50% employer match about $16,892 at 4% or $11,261 at 6%; with 100% employer match about $12,669 at 4% or $8,446 at 6%. |
| 2016 | 1 | 2 | $10,561 | $3,375 | $1,688iApproximate average salary by contribution assumption: employee only about $42,188 at 4% or $28,125 at 6%; with 50% employer match about $28,125 at 4% or $18,750 at 6%; with 100% employer match about $21,094 at 4% or $14,063 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 2 | $10,561 | $3,375 | $1,688iApproximate average salary by contribution assumption: employee only about $42,188 at 4% or $28,125 at 6%; with 50% employer match about $28,125 at 4% or $18,750 at 6%; with 100% employer match about $21,094 at 4% or $14,063 at 6%. |
| 2015 | 1 | 2 | $6,659 | $4,914 | $2,457iApproximate average salary by contribution assumption: employee only about $61,425 at 4% or $40,950 at 6%; with 50% employer match about $40,950 at 4% or $27,300 at 6%; with 100% employer match about $30,713 at 4% or $20,475 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 2 | $6,659 | $4,914 | $2,457iApproximate average salary by contribution assumption: employee only about $61,425 at 4% or $40,950 at 6%; with 50% employer match about $40,950 at 4% or $27,300 at 6%; with 100% employer match about $30,713 at 4% or $20,475 at 6%. |
| 2014 | 1 | 2 | $1,984 | $1,950 | $975iApproximate average salary by contribution assumption: employee only about $24,375 at 4% or $16,250 at 6%; with 50% employer match about $16,250 at 4% or $10,833 at 6%; with 100% employer match about $12,188 at 4% or $8,125 at 6%. |
| Arete Scholars Fund 401(K) Savings Plan | - | 2 | $1,984 | $1,950 | $975iApproximate average salary by contribution assumption: employee only about $24,375 at 4% or $16,250 at 6%; with 50% employer match about $16,250 at 4% or $10,833 at 6%; with 100% employer match about $12,188 at 4% or $8,125 at 6%. |