Civic Intelligence

Toward Independence Inc.

Plan context: TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN

EIN 31-0856399 • Xenia, OH • 38 filings • 9 plans

81 East Main StreetXenia, OH 45385
Current Snapshot

Latest Year

2024

2024 Participants

254

2024 Assets

$119,392

2024 Contributions

$30,915

Historical Graphs

Total Assets Over Time

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

$1,967,617$983,809$0200920122014YearValue
$119,392Latest year 2014

Participants Over Time

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

3271640200220132024YearValue
254Latest 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
20241254$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-254---
20231282$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-282---
20221224$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-224---
20211185$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-185---
20201256$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-256---
20191327$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-327---
20181298$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-298---
20171287$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-287---
20161304$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-304---
20151184$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-184---
20143134$119,392$30,915$231iApproximate average salary by contribution assumption: employee only about $5,768 at 4% or $3,845 at 6%; with 50% employer match about $3,845 at 4% or $2,563 at 6%; with 100% employer match about $2,884 at 4% or $1,923 at 6%.
TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN-2$119,392$30,915$15,458iApproximate average salary by contribution assumption: employee only about $386,438 at 4% or $257,625 at 6%; with 50% employer match about $257,625 at 4% or $171,750 at 6%; with 100% employer match about $193,219 at 4% or $128,813 at 6%.
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-134---
TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN - FINAL-0$0--
20132264$1,967,617$136,301$516iApproximate average salary by contribution assumption: employee only about $12,907 at 4% or $8,605 at 6%; with 50% employer match about $8,605 at 4% or $5,737 at 6%; with 100% employer match about $6,454 at 4% or $4,302 at 6%.
TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN-264$1,967,617$136,301$516iApproximate average salary by contribution assumption: employee only about $12,907 at 4% or $8,605 at 6%; with 50% employer match about $8,605 at 4% or $5,737 at 6%; with 100% employer match about $6,454 at 4% or $4,302 at 6%.
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-118---
20122260$1,670,222$131,863$507iApproximate average salary by contribution assumption: employee only about $12,679 at 4% or $8,453 at 6%; with 50% employer match about $8,453 at 4% or $5,635 at 6%; with 100% employer match about $6,340 at 4% or $4,226 at 6%.
TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN-260$1,670,222$131,863$507iApproximate average salary by contribution assumption: employee only about $12,679 at 4% or $8,453 at 6%; with 50% employer match about $8,453 at 4% or $5,635 at 6%; with 100% employer match about $6,340 at 4% or $4,226 at 6%.
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-148---
20112259$1,412,866$73,960$286iApproximate average salary by contribution assumption: employee only about $7,139 at 4% or $4,759 at 6%; with 50% employer match about $4,759 at 4% or $3,173 at 6%; with 100% employer match about $3,569 at 4% or $2,380 at 6%.
TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN-259$1,412,866$73,960$286iApproximate average salary by contribution assumption: employee only about $7,139 at 4% or $4,759 at 6%; with 50% employer match about $4,759 at 4% or $3,173 at 6%; with 100% employer match about $3,569 at 4% or $2,380 at 6%.
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-123---
20102270$1,453,688$138,568$513iApproximate average salary by contribution assumption: employee only about $12,830 at 4% or $8,554 at 6%; with 50% employer match about $8,554 at 4% or $5,702 at 6%; with 100% employer match about $6,415 at 4% or $4,277 at 6%.
TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN-270$1,453,688$138,568$513iApproximate average salary by contribution assumption: employee only about $12,830 at 4% or $8,554 at 6%; with 50% employer match about $8,554 at 4% or $5,702 at 6%; with 100% employer match about $6,415 at 4% or $4,277 at 6%.
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-119---
20092260$1,239,174$35,668$137iApproximate average salary by contribution assumption: employee only about $3,430 at 4% or $2,286 at 6%; with 50% employer match about $2,286 at 4% or $1,524 at 6%; with 100% employer match about $1,715 at 4% or $1,143 at 6%.
TOWARD INDEPENDENCE, INC. 403(B) RETIREMENT PLAN-260$1,239,174$35,668$137iApproximate average salary by contribution assumption: employee only about $3,430 at 4% or $2,286 at 6%; with 50% employer match about $2,286 at 4% or $1,524 at 6%; with 100% employer match about $1,715 at 4% or $1,143 at 6%.
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-174---
20082167$0$0-
TOWARD INDEPENDENCE, INC. 403B RETIREMENT PLAN-0---
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-167---
20072172$0$0-
TOWARD INDEPENDENCE, INC. 403B RETIREMENT PLAN-0---
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-172---
20062166$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-166---
TOWARD INDEPENDENCE, INC. 403B RETIREMENT PLAN-0---
20052166$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-166---
TOWARD INDEPENDENCE, INC. 403B RE TIREMENT PLAN-0---
20042123$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-123---
TOWARD INDEPENDENCE, INC. 403B RETIREMENT PLAN-0---
20032139$0$0-
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-139---
TOWARD INDEPENDENCE, INC. MATCHED SAVINGS PLAN-0---
20022118$0$0-
TOWARD INDEPENDENCE, INC. MATCHED SAVINGS PLAN-0---
Toward Independence Inc. Premium Expense Flexible Spending Account Plan-118---
200110$0$0-
TOWARD INDEPENDCE, INC. MATCHED SAVINGS PLAN-0---
Toward Independence Inc. | EIN 31-0856399 | 2024 Form 5500 Company Profile