Civic Intelligence

Lloyd a Fry Foundation

Plan context: Lloyd a Fry Foundation Tax Sheltered Annuity Plan

EIN 36-6108775 • Chicago, IL • 24 filings • 5 plans

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120 S LA Salle St Ste 1950Chicago, IL 60603-3419
Current Snapshot

Latest Year

2023

2023 Participants

26

2023 Assets

$6,113,087

2023 Contributions

$254,345

Historical Graphs

Total Assets Over Time

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

$6,113,087$3,056,544$0200920162023YearValue
$6,113,087Latest year 2023

Participants Over Time

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

28140200920162023YearValue
26Latest year 2023

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
2023126$6,113,087$254,345$9,783iApproximate average salary by contribution assumption: employee only about $244,563 at 4% or $163,042 at 6%; with 50% employer match about $163,042 at 4% or $108,694 at 6%; with 100% employer match about $122,281 at 4% or $81,521 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-26$6,113,087$254,345$9,783iApproximate average salary by contribution assumption: employee only about $244,563 at 4% or $163,042 at 6%; with 50% employer match about $163,042 at 4% or $108,694 at 6%; with 100% employer match about $122,281 at 4% or $81,521 at 6%.
2022126$4,699,890$223,515$8,597iApproximate average salary by contribution assumption: employee only about $214,918 at 4% or $143,279 at 6%; with 50% employer match about $143,279 at 4% or $95,519 at 6%; with 100% employer match about $107,459 at 4% or $71,639 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-26$4,699,890$223,515$8,597iApproximate average salary by contribution assumption: employee only about $214,918 at 4% or $143,279 at 6%; with 50% employer match about $143,279 at 4% or $95,519 at 6%; with 100% employer match about $107,459 at 4% or $71,639 at 6%.
2021128$6,067,576$204,439$7,301iApproximate average salary by contribution assumption: employee only about $182,535 at 4% or $121,690 at 6%; with 50% employer match about $121,690 at 4% or $81,127 at 6%; with 100% employer match about $91,267 at 4% or $60,845 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-28$6,067,576$204,439$7,301iApproximate average salary by contribution assumption: employee only about $182,535 at 4% or $121,690 at 6%; with 50% employer match about $121,690 at 4% or $81,127 at 6%; with 100% employer match about $91,267 at 4% or $60,845 at 6%.
2020125$5,198,416$194,764$7,791iApproximate average salary by contribution assumption: employee only about $194,764 at 4% or $129,843 at 6%; with 50% employer match about $129,843 at 4% or $86,562 at 6%; with 100% employer match about $97,382 at 4% or $64,921 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-25$5,198,416$194,764$7,791iApproximate average salary by contribution assumption: employee only about $194,764 at 4% or $129,843 at 6%; with 50% employer match about $129,843 at 4% or $86,562 at 6%; with 100% employer match about $97,382 at 4% or $64,921 at 6%.
2019126$4,425,475$187,912$7,227iApproximate average salary by contribution assumption: employee only about $180,685 at 4% or $120,456 at 6%; with 50% employer match about $120,456 at 4% or $80,304 at 6%; with 100% employer match about $90,342 at 4% or $60,228 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-26$4,425,475$187,912$7,227iApproximate average salary by contribution assumption: employee only about $180,685 at 4% or $120,456 at 6%; with 50% employer match about $120,456 at 4% or $80,304 at 6%; with 100% employer match about $90,342 at 4% or $60,228 at 6%.
2018124$3,316,627$204,875$8,536iApproximate average salary by contribution assumption: employee only about $213,411 at 4% or $142,274 at 6%; with 50% employer match about $142,274 at 4% or $94,850 at 6%; with 100% employer match about $106,706 at 4% or $71,137 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-24$3,316,627$204,875$8,536iApproximate average salary by contribution assumption: employee only about $213,411 at 4% or $142,274 at 6%; with 50% employer match about $142,274 at 4% or $94,850 at 6%; with 100% employer match about $106,706 at 4% or $71,137 at 6%.
2017123$3,320,839$315,481$13,717iApproximate average salary by contribution assumption: employee only about $342,914 at 4% or $228,609 at 6%; with 50% employer match about $228,609 at 4% or $152,406 at 6%; with 100% employer match about $171,457 at 4% or $114,305 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-23$3,320,839$315,481$13,717iApproximate average salary by contribution assumption: employee only about $342,914 at 4% or $228,609 at 6%; with 50% employer match about $228,609 at 4% or $152,406 at 6%; with 100% employer match about $171,457 at 4% or $114,305 at 6%.
2016123$2,609,505$195,984$8,521iApproximate average salary by contribution assumption: employee only about $213,026 at 4% or $142,017 at 6%; with 50% employer match about $142,017 at 4% or $94,678 at 6%; with 100% employer match about $106,513 at 4% or $71,009 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-23$2,609,505$195,984$8,521iApproximate average salary by contribution assumption: employee only about $213,026 at 4% or $142,017 at 6%; with 50% employer match about $142,017 at 4% or $94,678 at 6%; with 100% employer match about $106,513 at 4% or $71,009 at 6%.
2015120$2,255,085$109,658$5,483iApproximate average salary by contribution assumption: employee only about $137,073 at 4% or $91,382 at 6%; with 50% employer match about $91,382 at 4% or $60,921 at 6%; with 100% employer match about $68,536 at 4% or $45,691 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-20$2,255,085$109,658$5,483iApproximate average salary by contribution assumption: employee only about $137,073 at 4% or $91,382 at 6%; with 50% employer match about $91,382 at 4% or $60,921 at 6%; with 100% employer match about $68,536 at 4% or $45,691 at 6%.
2014119$2,158,887$93,611$4,927iApproximate average salary by contribution assumption: employee only about $123,172 at 4% or $82,115 at 6%; with 50% employer match about $82,115 at 4% or $54,743 at 6%; with 100% employer match about $61,586 at 4% or $41,057 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-19$2,158,887$93,611$4,927iApproximate average salary by contribution assumption: employee only about $123,172 at 4% or $82,115 at 6%; with 50% employer match about $82,115 at 4% or $54,743 at 6%; with 100% employer match about $61,586 at 4% or $41,057 at 6%.
2013220$4,543,954$218,154$10,908iApproximate average salary by contribution assumption: employee only about $272,693 at 4% or $181,795 at 6%; with 50% employer match about $181,795 at 4% or $121,197 at 6%; with 100% employer match about $136,346 at 4% or $90,898 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-20$2,271,977$109,077$5,454iApproximate average salary by contribution assumption: employee only about $136,346 at 4% or $90,898 at 6%; with 50% employer match about $90,898 at 4% or $60,598 at 6%; with 100% employer match about $68,173 at 4% or $45,449 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-20$2,271,977$109,077$5,454iApproximate average salary by contribution assumption: employee only about $136,346 at 4% or $90,898 at 6%; with 50% employer match about $90,898 at 4% or $60,598 at 6%; with 100% employer match about $68,173 at 4% or $45,449 at 6%.
2012120$2,086,356$142,448$7,122iApproximate average salary by contribution assumption: employee only about $178,060 at 4% or $118,707 at 6%; with 50% employer match about $118,707 at 4% or $79,138 at 6%; with 100% employer match about $89,030 at 4% or $59,353 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-20$2,086,356$142,448$7,122iApproximate average salary by contribution assumption: employee only about $178,060 at 4% or $118,707 at 6%; with 50% employer match about $118,707 at 4% or $79,138 at 6%; with 100% employer match about $89,030 at 4% or $59,353 at 6%.
2011119$1,679,732$134,795$7,094iApproximate average salary by contribution assumption: employee only about $177,362 at 4% or $118,241 at 6%; with 50% employer match about $118,241 at 4% or $78,827 at 6%; with 100% employer match about $88,681 at 4% or $59,121 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-19$1,679,732$134,795$7,094iApproximate average salary by contribution assumption: employee only about $177,362 at 4% or $118,241 at 6%; with 50% employer match about $118,241 at 4% or $78,827 at 6%; with 100% employer match about $88,681 at 4% or $59,121 at 6%.
2010219$3,124,240$235,288$12,384iApproximate average salary by contribution assumption: employee only about $309,589 at 4% or $206,393 at 6%; with 50% employer match about $206,393 at 4% or $137,595 at 6%; with 100% employer match about $154,795 at 4% or $103,196 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-19$1,562,120$117,644$6,192iApproximate average salary by contribution assumption: employee only about $154,795 at 4% or $103,196 at 6%; with 50% employer match about $103,196 at 4% or $68,798 at 6%; with 100% employer match about $77,397 at 4% or $51,598 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-19$1,562,120$117,644$6,192iApproximate average salary by contribution assumption: employee only about $154,795 at 4% or $103,196 at 6%; with 50% employer match about $103,196 at 4% or $68,798 at 6%; with 100% employer match about $77,397 at 4% or $51,598 at 6%.
2009117$1,229,902$108,604$6,388iApproximate average salary by contribution assumption: employee only about $159,712 at 4% or $106,475 at 6%; with 50% employer match about $106,475 at 4% or $70,983 at 6%; with 100% employer match about $79,856 at 4% or $53,237 at 6%.
Lloyd a Fry Foundation Tax Sheltered Annuity Plan-17$1,229,902$108,604$6,388iApproximate average salary by contribution assumption: employee only about $159,712 at 4% or $106,475 at 6%; with 50% employer match about $106,475 at 4% or $70,983 at 6%; with 100% employer match about $79,856 at 4% or $53,237 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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