Charlevoix County Community Foundation
Plan context: Charlevoix County Community Foundation 403B Plan
EIN 38-3033739 • East Jordan, MI • 9 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$437,387
2024 Contributions
$82,680
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 | 7 | $437,387 | $82,680 | $11,811iApproximate average salary by contribution assumption: employee only about $295,286 at 4% or $196,857 at 6%; with 50% employer match about $196,857 at 4% or $131,238 at 6%; with 100% employer match about $147,643 at 4% or $98,429 at 6%. |
| Charlevoix County Community Foundation 403B Plan | - | 7 | $437,387 | $82,680 | $11,811iApproximate average salary by contribution assumption: employee only about $295,286 at 4% or $196,857 at 6%; with 50% employer match about $196,857 at 4% or $131,238 at 6%; with 100% employer match about $147,643 at 4% or $98,429 at 6%. |
| 2023 | 1 | 6 | $303,252 | $87,215 | $14,536iApproximate average salary by contribution assumption: employee only about $363,396 at 4% or $242,264 at 6%; with 50% employer match about $242,264 at 4% or $161,509 at 6%; with 100% employer match about $181,698 at 4% or $121,132 at 6%. |
| Charlevoix County Community Foundation 403B Plan | - | 6 | $303,252 | $87,215 | $14,536iApproximate average salary by contribution assumption: employee only about $363,396 at 4% or $242,264 at 6%; with 50% employer match about $242,264 at 4% or $161,509 at 6%; with 100% employer match about $181,698 at 4% or $121,132 at 6%. |
| 2022 | 1 | 7 | $972,488 | $106,012 | $15,145iApproximate average salary by contribution assumption: employee only about $378,614 at 4% or $252,410 at 6%; with 50% employer match about $252,410 at 4% or $168,273 at 6%; with 100% employer match about $189,307 at 4% or $126,205 at 6%. |
| Charlevoix County Community Foundation 403B Plan | - | 7 | $972,488 | $106,012 | $15,145iApproximate average salary by contribution assumption: employee only about $378,614 at 4% or $252,410 at 6%; with 50% employer match about $252,410 at 4% or $168,273 at 6%; with 100% employer match about $189,307 at 4% or $126,205 at 6%. |
| 2021 | 1 | 7 | $1,060,335 | $69,743 | $9,963iApproximate average salary by contribution assumption: employee only about $249,082 at 4% or $166,055 at 6%; with 50% employer match about $166,055 at 4% or $110,703 at 6%; with 100% employer match about $124,541 at 4% or $83,027 at 6%. |
| Charlevoix County Community Foundation 403B Plan | - | 7 | $1,060,335 | $69,743 | $9,963iApproximate average salary by contribution assumption: employee only about $249,082 at 4% or $166,055 at 6%; with 50% employer match about $166,055 at 4% or $110,703 at 6%; with 100% employer match about $124,541 at 4% or $83,027 at 6%. |
| 2020 | 1 | 6 | $848,660 | $60,745 | $10,124iApproximate average salary by contribution assumption: employee only about $253,104 at 4% or $168,736 at 6%; with 50% employer match about $168,736 at 4% or $112,491 at 6%; with 100% employer match about $126,552 at 4% or $84,368 at 6%. |
| Charlevoix County Community Foundation 403B Plan | - | 6 | $848,660 | $60,745 | $10,124iApproximate average salary by contribution assumption: employee only about $253,104 at 4% or $168,736 at 6%; with 50% employer match about $168,736 at 4% or $112,491 at 6%; with 100% employer match about $126,552 at 4% or $84,368 at 6%. |
| 2019 | 1 | 6 | $687,731 | $624,112 | $104,019iApproximate average salary by contribution assumption: employee only about $2,600,467 at 4% or $1,733,644 at 6%; with 50% employer match about $1,733,644 at 4% or $1,155,763 at 6%; with 100% employer match about $1,300,233 at 4% or $866,822 at 6%. |
| Charlevoix County Community Foundation 403B Plan | - | 6 | $687,731 | $624,112 | $104,019iApproximate average salary by contribution assumption: employee only about $2,600,467 at 4% or $1,733,644 at 6%; with 50% employer match about $1,733,644 at 4% or $1,155,763 at 6%; with 100% employer match about $1,300,233 at 4% or $866,822 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Charlevoix County Community Foundation 403B Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Charlevoix County Community Foundation 403B Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Charlevoix County Community Foundation 403B Plan | - | 0 | - | - | - |