JOHN REX ENDOWMENT
Plan context: JOHN REX ENDOWMENT ERISA 403(B) PLAN
EIN 31-1678223 • Raleigh, NC • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$768,131
2024 Contributions
$113,493
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 | 5 | $768,131 | $113,493 | $22,699iApproximate average salary by contribution assumption: employee only about $567,465 at 4% or $378,310 at 6%; with 50% employer match about $378,310 at 4% or $252,207 at 6%; with 100% employer match about $283,733 at 4% or $189,155 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 5 | $768,131 | $113,493 | $22,699iApproximate average salary by contribution assumption: employee only about $567,465 at 4% or $378,310 at 6%; with 50% employer match about $378,310 at 4% or $252,207 at 6%; with 100% employer match about $283,733 at 4% or $189,155 at 6%. |
| 2023 | 1 | 6 | $826,388 | $113,128 | $18,855iApproximate average salary by contribution assumption: employee only about $471,367 at 4% or $314,244 at 6%; with 50% employer match about $314,244 at 4% or $209,496 at 6%; with 100% employer match about $235,683 at 4% or $157,122 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 6 | $826,388 | $113,128 | $18,855iApproximate average salary by contribution assumption: employee only about $471,367 at 4% or $314,244 at 6%; with 50% employer match about $314,244 at 4% or $209,496 at 6%; with 100% employer match about $235,683 at 4% or $157,122 at 6%. |
| 2022 | 1 | 7 | $597,176 | $148,584 | $21,226iApproximate average salary by contribution assumption: employee only about $530,657 at 4% or $353,771 at 6%; with 50% employer match about $353,771 at 4% or $235,848 at 6%; with 100% employer match about $265,329 at 4% or $176,886 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 7 | $597,176 | $148,584 | $21,226iApproximate average salary by contribution assumption: employee only about $530,657 at 4% or $353,771 at 6%; with 50% employer match about $353,771 at 4% or $235,848 at 6%; with 100% employer match about $265,329 at 4% or $176,886 at 6%. |
| 2021 | 1 | 7 | $679,885 | $155,873 | $22,268iApproximate average salary by contribution assumption: employee only about $556,689 at 4% or $371,126 at 6%; with 50% employer match about $371,126 at 4% or $247,417 at 6%; with 100% employer match about $278,345 at 4% or $185,563 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 7 | $679,885 | $155,873 | $22,268iApproximate average salary by contribution assumption: employee only about $556,689 at 4% or $371,126 at 6%; with 50% employer match about $371,126 at 4% or $247,417 at 6%; with 100% employer match about $278,345 at 4% or $185,563 at 6%. |
| 2020 | 1 | 5 | $462,112 | $95,019 | $19,004iApproximate average salary by contribution assumption: employee only about $475,095 at 4% or $316,730 at 6%; with 50% employer match about $316,730 at 4% or $211,153 at 6%; with 100% employer match about $237,548 at 4% or $158,365 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 5 | $462,112 | $95,019 | $19,004iApproximate average salary by contribution assumption: employee only about $475,095 at 4% or $316,730 at 6%; with 50% employer match about $316,730 at 4% or $211,153 at 6%; with 100% employer match about $237,548 at 4% or $158,365 at 6%. |
| 2019 | 1 | 5 | $1,178,891 | $88,256 | $17,651iApproximate average salary by contribution assumption: employee only about $441,280 at 4% or $294,187 at 6%; with 50% employer match about $294,187 at 4% or $196,124 at 6%; with 100% employer match about $220,640 at 4% or $147,093 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 5 | $1,178,891 | $88,256 | $17,651iApproximate average salary by contribution assumption: employee only about $441,280 at 4% or $294,187 at 6%; with 50% employer match about $294,187 at 4% or $196,124 at 6%; with 100% employer match about $220,640 at 4% or $147,093 at 6%. |
| 2018 | 1 | 4 | $927,586 | $151,962 | $37,991iApproximate average salary by contribution assumption: employee only about $949,763 at 4% or $633,175 at 6%; with 50% employer match about $633,175 at 4% or $422,117 at 6%; with 100% employer match about $474,881 at 4% or $316,588 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 4 | $927,586 | $151,962 | $37,991iApproximate average salary by contribution assumption: employee only about $949,763 at 4% or $633,175 at 6%; with 50% employer match about $633,175 at 4% or $422,117 at 6%; with 100% employer match about $474,881 at 4% or $316,588 at 6%. |
| 2017 | 1 | 4 | $822,966 | $99,817 | $24,954iApproximate average salary by contribution assumption: employee only about $623,856 at 4% or $415,904 at 6%; with 50% employer match about $415,904 at 4% or $277,269 at 6%; with 100% employer match about $311,928 at 4% or $207,952 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 4 | $822,966 | $99,817 | $24,954iApproximate average salary by contribution assumption: employee only about $623,856 at 4% or $415,904 at 6%; with 50% employer match about $415,904 at 4% or $277,269 at 6%; with 100% employer match about $311,928 at 4% or $207,952 at 6%. |
| 2016 | 1 | 4 | $906,953 | $89,467 | $22,367iApproximate average salary by contribution assumption: employee only about $559,169 at 4% or $372,779 at 6%; with 50% employer match about $372,779 at 4% or $248,519 at 6%; with 100% employer match about $279,584 at 4% or $186,390 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 4 | $906,953 | $89,467 | $22,367iApproximate average salary by contribution assumption: employee only about $559,169 at 4% or $372,779 at 6%; with 50% employer match about $372,779 at 4% or $248,519 at 6%; with 100% employer match about $279,584 at 4% or $186,390 at 6%. |
| 2015 | 1 | 4 | $736,025 | $89,111 | $22,278iApproximate average salary by contribution assumption: employee only about $556,944 at 4% or $371,296 at 6%; with 50% employer match about $371,296 at 4% or $247,531 at 6%; with 100% employer match about $278,472 at 4% or $185,648 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 4 | $736,025 | $89,111 | $22,278iApproximate average salary by contribution assumption: employee only about $556,944 at 4% or $371,296 at 6%; with 50% employer match about $371,296 at 4% or $247,531 at 6%; with 100% employer match about $278,472 at 4% or $185,648 at 6%. |
| 2014 | 1 | 4 | $669,490 | $82,287 | $20,572iApproximate average salary by contribution assumption: employee only about $514,294 at 4% or $342,863 at 6%; with 50% employer match about $342,863 at 4% or $228,575 at 6%; with 100% employer match about $257,147 at 4% or $171,431 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 4 | $669,490 | $82,287 | $20,572iApproximate average salary by contribution assumption: employee only about $514,294 at 4% or $342,863 at 6%; with 50% employer match about $342,863 at 4% or $228,575 at 6%; with 100% employer match about $257,147 at 4% or $171,431 at 6%. |
| 2013 | 1 | 3 | $555,424 | $76,200 | $25,400iApproximate average salary by contribution assumption: employee only about $635,000 at 4% or $423,333 at 6%; with 50% employer match about $423,333 at 4% or $282,222 at 6%; with 100% employer match about $317,500 at 4% or $211,667 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 3 | $555,424 | $76,200 | $25,400iApproximate average salary by contribution assumption: employee only about $635,000 at 4% or $423,333 at 6%; with 50% employer match about $423,333 at 4% or $282,222 at 6%; with 100% employer match about $317,500 at 4% or $211,667 at 6%. |
| 2012 | 1 | 3 | $431,047 | $74,700 | $24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 3 | $431,047 | $74,700 | $24,900iApproximate average salary by contribution assumption: employee only about $622,500 at 4% or $415,000 at 6%; with 50% employer match about $415,000 at 4% or $276,667 at 6%; with 100% employer match about $311,250 at 4% or $207,500 at 6%. |
| 2011 | 1 | 3 | $324,202 | $71,070 | $23,690iApproximate average salary by contribution assumption: employee only about $592,250 at 4% or $394,833 at 6%; with 50% employer match about $394,833 at 4% or $263,222 at 6%; with 100% employer match about $296,125 at 4% or $197,417 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 3 | $324,202 | $71,070 | $23,690iApproximate average salary by contribution assumption: employee only about $592,250 at 4% or $394,833 at 6%; with 50% employer match about $394,833 at 4% or $263,222 at 6%; with 100% employer match about $296,125 at 4% or $197,417 at 6%. |
| 2010 | 1 | 3 | $274,882 | $71,070 | $23,690iApproximate average salary by contribution assumption: employee only about $592,250 at 4% or $394,833 at 6%; with 50% employer match about $394,833 at 4% or $263,222 at 6%; with 100% employer match about $296,125 at 4% or $197,417 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 3 | $274,882 | $71,070 | $23,690iApproximate average salary by contribution assumption: employee only about $592,250 at 4% or $394,833 at 6%; with 50% employer match about $394,833 at 4% or $263,222 at 6%; with 100% employer match about $296,125 at 4% or $197,417 at 6%. |
| 2009 | 1 | 3 | $183,970 | $63,420 | $21,140iApproximate average salary by contribution assumption: employee only about $528,500 at 4% or $352,333 at 6%; with 50% employer match about $352,333 at 4% or $234,889 at 6%; with 100% employer match about $264,250 at 4% or $176,167 at 6%. |
| JOHN REX ENDOWMENT ERISA 403(B) PLAN | - | 3 | $183,970 | $63,420 | $21,140iApproximate average salary by contribution assumption: employee only about $528,500 at 4% or $352,333 at 6%; with 50% employer match about $352,333 at 4% or $234,889 at 6%; with 100% employer match about $264,250 at 4% or $176,167 at 6%. |