Tree Research and Education Endowment Fund
Plan context: Tree Research and Education Endowment Fund 403(B)
EIN 37-1018692 • Naperville, IL • 16 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$139,917
2024 Contributions
$42,857
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 | $139,917 | $42,857 | $8,571iApproximate average salary by contribution assumption: employee only about $214,285 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,428 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 5 | $139,917 | $42,857 | $8,571iApproximate average salary by contribution assumption: employee only about $214,285 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,428 at 6%. |
| 2023 | 1 | 5 | $182,612 | $0 | - |
| Tree Research and Education Endowment Fund 403(B) | - | 5 | $182,612 | $0 | - |
| 2022 | 1 | 5 | $157,931 | $1,950 | $390iApproximate average salary by contribution assumption: employee only about $9,750 at 4% or $6,500 at 6%; with 50% employer match about $6,500 at 4% or $4,333 at 6%; with 100% employer match about $4,875 at 4% or $3,250 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 5 | $157,931 | $1,950 | $390iApproximate average salary by contribution assumption: employee only about $9,750 at 4% or $6,500 at 6%; with 50% employer match about $6,500 at 4% or $4,333 at 6%; with 100% employer match about $4,875 at 4% or $3,250 at 6%. |
| 2021 | 1 | 6 | $183,765 | $9,998 | $1,666iApproximate average salary by contribution assumption: employee only about $41,658 at 4% or $27,772 at 6%; with 50% employer match about $27,772 at 4% or $18,515 at 6%; with 100% employer match about $20,829 at 4% or $13,886 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 6 | $183,765 | $9,998 | $1,666iApproximate average salary by contribution assumption: employee only about $41,658 at 4% or $27,772 at 6%; with 50% employer match about $27,772 at 4% or $18,515 at 6%; with 100% employer match about $20,829 at 4% or $13,886 at 6%. |
| 2020 | 1 | 6 | $168,968 | $13,154 | $2,192iApproximate average salary by contribution assumption: employee only about $54,808 at 4% or $36,539 at 6%; with 50% employer match about $36,539 at 4% or $24,359 at 6%; with 100% employer match about $27,404 at 4% or $18,269 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 6 | $168,968 | $13,154 | $2,192iApproximate average salary by contribution assumption: employee only about $54,808 at 4% or $36,539 at 6%; with 50% employer match about $36,539 at 4% or $24,359 at 6%; with 100% employer match about $27,404 at 4% or $18,269 at 6%. |
| 2019 | 1 | 6 | $263,394 | $35,381 | $5,897iApproximate average salary by contribution assumption: employee only about $147,421 at 4% or $98,281 at 6%; with 50% employer match about $98,281 at 4% or $65,520 at 6%; with 100% employer match about $73,710 at 4% or $49,140 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 6 | $263,394 | $35,381 | $5,897iApproximate average salary by contribution assumption: employee only about $147,421 at 4% or $98,281 at 6%; with 50% employer match about $98,281 at 4% or $65,520 at 6%; with 100% employer match about $73,710 at 4% or $49,140 at 6%. |
| 2018 | 1 | 6 | $271,888 | $62,400 | $10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 6 | $271,888 | $62,400 | $10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%. |
| 2017 | 1 | 6 | $218,698 | $56,433 | $9,406iApproximate average salary by contribution assumption: employee only about $235,138 at 4% or $156,758 at 6%; with 50% employer match about $156,758 at 4% or $104,506 at 6%; with 100% employer match about $117,569 at 4% or $78,379 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 6 | $218,698 | $56,433 | $9,406iApproximate average salary by contribution assumption: employee only about $235,138 at 4% or $156,758 at 6%; with 50% employer match about $156,758 at 4% or $104,506 at 6%; with 100% employer match about $117,569 at 4% or $78,379 at 6%. |
| 2016 | 1 | 6 | $134,231 | $57,411 | $9,569iApproximate average salary by contribution assumption: employee only about $239,213 at 4% or $159,475 at 6%; with 50% employer match about $159,475 at 4% or $106,317 at 6%; with 100% employer match about $119,606 at 4% or $79,738 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 6 | $134,231 | $57,411 | $9,569iApproximate average salary by contribution assumption: employee only about $239,213 at 4% or $159,475 at 6%; with 50% employer match about $159,475 at 4% or $106,317 at 6%; with 100% employer match about $119,606 at 4% or $79,738 at 6%. |
| 2015 | 1 | 6 | $72,173 | $20,060 | $3,343iApproximate average salary by contribution assumption: employee only about $83,583 at 4% or $55,722 at 6%; with 50% employer match about $55,722 at 4% or $37,148 at 6%; with 100% employer match about $41,792 at 4% or $27,861 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 6 | $72,173 | $20,060 | $3,343iApproximate average salary by contribution assumption: employee only about $83,583 at 4% or $55,722 at 6%; with 50% employer match about $55,722 at 4% or $37,148 at 6%; with 100% employer match about $41,792 at 4% or $27,861 at 6%. |
| 2014 | 1 | 5 | $58,628 | $12,862 | $2,572iApproximate average salary by contribution assumption: employee only about $64,310 at 4% or $42,873 at 6%; with 50% employer match about $42,873 at 4% or $28,582 at 6%; with 100% employer match about $32,155 at 4% or $21,437 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 5 | $58,628 | $12,862 | $2,572iApproximate average salary by contribution assumption: employee only about $64,310 at 4% or $42,873 at 6%; with 50% employer match about $42,873 at 4% or $28,582 at 6%; with 100% employer match about $32,155 at 4% or $21,437 at 6%. |
| 2013 | 1 | 5 | $49,809 | $13,206 | $2,641iApproximate average salary by contribution assumption: employee only about $66,030 at 4% or $44,020 at 6%; with 50% employer match about $44,020 at 4% or $29,347 at 6%; with 100% employer match about $33,015 at 4% or $22,010 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 5 | $49,809 | $13,206 | $2,641iApproximate average salary by contribution assumption: employee only about $66,030 at 4% or $44,020 at 6%; with 50% employer match about $44,020 at 4% or $29,347 at 6%; with 100% employer match about $33,015 at 4% or $22,010 at 6%. |
| 2012 | 1 | 5 | $83,783 | $13,220 | $2,644iApproximate average salary by contribution assumption: employee only about $66,100 at 4% or $44,067 at 6%; with 50% employer match about $44,067 at 4% or $29,378 at 6%; with 100% employer match about $33,050 at 4% or $22,033 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 5 | $83,783 | $13,220 | $2,644iApproximate average salary by contribution assumption: employee only about $66,100 at 4% or $44,067 at 6%; with 50% employer match about $44,067 at 4% or $29,378 at 6%; with 100% employer match about $33,050 at 4% or $22,033 at 6%. |
| 2011 | 1 | 5 | $63,227 | $10,488 | $2,098iApproximate average salary by contribution assumption: employee only about $52,440 at 4% or $34,960 at 6%; with 50% employer match about $34,960 at 4% or $23,307 at 6%; with 100% employer match about $26,220 at 4% or $17,480 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 5 | $63,227 | $10,488 | $2,098iApproximate average salary by contribution assumption: employee only about $52,440 at 4% or $34,960 at 6%; with 50% employer match about $34,960 at 4% or $23,307 at 6%; with 100% employer match about $26,220 at 4% or $17,480 at 6%. |
| 2010 | 1 | 4 | $54,409 | $9,664 | $2,416iApproximate average salary by contribution assumption: employee only about $60,400 at 4% or $40,267 at 6%; with 50% employer match about $40,267 at 4% or $26,844 at 6%; with 100% employer match about $30,200 at 4% or $20,133 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 4 | $54,409 | $9,664 | $2,416iApproximate average salary by contribution assumption: employee only about $60,400 at 4% or $40,267 at 6%; with 50% employer match about $40,267 at 4% or $26,844 at 6%; with 100% employer match about $30,200 at 4% or $20,133 at 6%. |
| 2009 | 1 | 4 | $42,312 | $14,419 | $3,605iApproximate average salary by contribution assumption: employee only about $90,119 at 4% or $60,079 at 6%; with 50% employer match about $60,079 at 4% or $40,053 at 6%; with 100% employer match about $45,059 at 4% or $30,040 at 6%. |
| Tree Research and Education Endowment Fund 403(B) | - | 4 | $42,312 | $14,419 | $3,605iApproximate average salary by contribution assumption: employee only about $90,119 at 4% or $60,079 at 6%; with 50% employer match about $60,079 at 4% or $40,053 at 6%; with 100% employer match about $45,059 at 4% or $30,040 at 6%. |