Civic Intelligence

JOHN REX ENDOWMENT

Plan context: JOHN REX ENDOWMENT ERISA 403(B) PLAN

EIN 31-1678223 • Raleigh, NC • 16 filings • 1 plans

832 Wake Forest RoadRaleigh, NC 27604-1220
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

$1,178,891$589,446$0200920172024YearValue
$768,131Latest year 2024

Participants Over Time

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

740200920172024YearValue
5Latest 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
202415$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%.
202316$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%.
202217$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%.
202117$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%.
202015$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%.
201915$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%.
201814$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%.
201714$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%.
201614$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%.
201514$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%.
201414$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%.
201313$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%.
201213$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%.
201113$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%.
201013$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%.
200913$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%.
JOHN REX ENDOWMENT | EIN 31-1678223 | 2024 Form 5500 Company Profile