Civic Intelligence

John E Fetzer Institute Inc

Plan context: John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan

EIN 38-6052788 • Kalamazoo, MI • 38 filings • 10 plans

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9292 West Kl Ave.Kalamazoo, MI 49009
Current Snapshot

Latest Year

2024

2024 Participants

84

2024 Assets

$20,317,221

2024 Contributions

$1,445,551

Historical Graphs

Total Assets Over Time

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

$21,949,289$10,974,645$0199920142024YearValue
$20,317,221Latest year 2024

Participants Over Time

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

94470199920122024YearValue
84Latest 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
2024184$20,317,221$1,445,551$17,209iApproximate average salary by contribution assumption: employee only about $430,224 at 4% or $286,816 at 6%; with 50% employer match about $286,816 at 4% or $191,210 at 6%; with 100% employer match about $215,112 at 4% or $143,408 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-84$20,317,221$1,445,551$17,209iApproximate average salary by contribution assumption: employee only about $430,224 at 4% or $286,816 at 6%; with 50% employer match about $286,816 at 4% or $191,210 at 6%; with 100% employer match about $215,112 at 4% or $143,408 at 6%.
2023180$17,411,729$1,458,148$18,227iApproximate average salary by contribution assumption: employee only about $455,671 at 4% or $303,781 at 6%; with 50% employer match about $303,781 at 4% or $202,521 at 6%; with 100% employer match about $227,836 at 4% or $151,890 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-80$17,411,729$1,458,148$18,227iApproximate average salary by contribution assumption: employee only about $455,671 at 4% or $303,781 at 6%; with 50% employer match about $303,781 at 4% or $202,521 at 6%; with 100% employer match about $227,836 at 4% or $151,890 at 6%.
2022179$15,181,076$1,435,206$18,167iApproximate average salary by contribution assumption: employee only about $454,179 at 4% or $302,786 at 6%; with 50% employer match about $302,786 at 4% or $201,857 at 6%; with 100% employer match about $227,090 at 4% or $151,393 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-79$15,181,076$1,435,206$18,167iApproximate average salary by contribution assumption: employee only about $454,179 at 4% or $302,786 at 6%; with 50% employer match about $302,786 at 4% or $201,857 at 6%; with 100% employer match about $227,090 at 4% or $151,393 at 6%.
2021183$21,949,289$1,201,975$14,482iApproximate average salary by contribution assumption: employee only about $362,041 at 4% or $241,360 at 6%; with 50% employer match about $241,360 at 4% or $160,907 at 6%; with 100% employer match about $181,020 at 4% or $120,680 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-83$21,949,289$1,201,975$14,482iApproximate average salary by contribution assumption: employee only about $362,041 at 4% or $241,360 at 6%; with 50% employer match about $241,360 at 4% or $160,907 at 6%; with 100% employer match about $181,020 at 4% or $120,680 at 6%.
2020179$18,377,362$998,559$12,640iApproximate average salary by contribution assumption: employee only about $316,000 at 4% or $210,666 at 6%; with 50% employer match about $210,666 at 4% or $140,444 at 6%; with 100% employer match about $158,000 at 4% or $105,333 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-79$18,377,362$998,559$12,640iApproximate average salary by contribution assumption: employee only about $316,000 at 4% or $210,666 at 6%; with 50% employer match about $210,666 at 4% or $140,444 at 6%; with 100% employer match about $158,000 at 4% or $105,333 at 6%.
2019178$16,485,573$847,102$10,860iApproximate average salary by contribution assumption: employee only about $271,507 at 4% or $181,005 at 6%; with 50% employer match about $181,005 at 4% or $120,670 at 6%; with 100% employer match about $135,754 at 4% or $90,502 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-78$16,485,573$847,102$10,860iApproximate average salary by contribution assumption: employee only about $271,507 at 4% or $181,005 at 6%; with 50% employer match about $181,005 at 4% or $120,670 at 6%; with 100% employer match about $135,754 at 4% or $90,502 at 6%.
2018180$13,113,323$766,507$9,581iApproximate average salary by contribution assumption: employee only about $239,533 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,459 at 6%; with 100% employer match about $119,767 at 4% or $79,844 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-80$13,113,323$766,507$9,581iApproximate average salary by contribution assumption: employee only about $239,533 at 4% or $159,689 at 6%; with 50% employer match about $159,689 at 4% or $106,459 at 6%; with 100% employer match about $119,767 at 4% or $79,844 at 6%.
2017174$13,747,267$732,232$9,895iApproximate average salary by contribution assumption: employee only about $247,376 at 4% or $164,917 at 6%; with 50% employer match about $164,917 at 4% or $109,945 at 6%; with 100% employer match about $123,688 at 4% or $82,459 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-74$13,747,267$732,232$9,895iApproximate average salary by contribution assumption: employee only about $247,376 at 4% or $164,917 at 6%; with 50% employer match about $164,917 at 4% or $109,945 at 6%; with 100% employer match about $123,688 at 4% or $82,459 at 6%.
2016179$11,472,269$721,460$9,132iApproximate average salary by contribution assumption: employee only about $228,310 at 4% or $152,207 at 6%; with 50% employer match about $152,207 at 4% or $101,471 at 6%; with 100% employer match about $114,155 at 4% or $76,103 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-79$11,472,269$721,460$9,132iApproximate average salary by contribution assumption: employee only about $228,310 at 4% or $152,207 at 6%; with 50% employer match about $152,207 at 4% or $101,471 at 6%; with 100% employer match about $114,155 at 4% or $76,103 at 6%.
2015186$11,520,600$720,999$8,384iApproximate average salary by contribution assumption: employee only about $209,593 at 4% or $139,728 at 6%; with 50% employer match about $139,728 at 4% or $93,152 at 6%; with 100% employer match about $104,796 at 4% or $69,864 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-86$11,520,600$720,999$8,384iApproximate average salary by contribution assumption: employee only about $209,593 at 4% or $139,728 at 6%; with 50% employer match about $139,728 at 4% or $93,152 at 6%; with 100% employer match about $104,796 at 4% or $69,864 at 6%.
2014188$11,141,799$846,147$9,615iApproximate average salary by contribution assumption: employee only about $240,383 at 4% or $160,255 at 6%; with 50% employer match about $160,255 at 4% or $106,837 at 6%; with 100% employer match about $120,191 at 4% or $80,128 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-88$11,141,799$846,147$9,615iApproximate average salary by contribution assumption: employee only about $240,383 at 4% or $160,255 at 6%; with 50% employer match about $160,255 at 4% or $106,837 at 6%; with 100% employer match about $120,191 at 4% or $80,128 at 6%.
2013190$10,656,335$817,953$9,088iApproximate average salary by contribution assumption: employee only about $227,209 at 4% or $151,473 at 6%; with 50% employer match about $151,473 at 4% or $100,982 at 6%; with 100% employer match about $113,605 at 4% or $75,736 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-90$10,656,335$817,953$9,088iApproximate average salary by contribution assumption: employee only about $227,209 at 4% or $151,473 at 6%; with 50% employer match about $151,473 at 4% or $100,982 at 6%; with 100% employer match about $113,605 at 4% or $75,736 at 6%.
2012192$8,441,487$817,222$8,883iApproximate average salary by contribution assumption: employee only about $222,071 at 4% or $148,047 at 6%; with 50% employer match about $148,047 at 4% or $98,698 at 6%; with 100% employer match about $111,036 at 4% or $74,024 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-92$8,441,487$817,222$8,883iApproximate average salary by contribution assumption: employee only about $222,071 at 4% or $148,047 at 6%; with 50% employer match about $148,047 at 4% or $98,698 at 6%; with 100% employer match about $111,036 at 4% or $74,024 at 6%.
2011194$7,144,180$606,248$6,449iApproximate average salary by contribution assumption: employee only about $161,236 at 4% or $107,491 at 6%; with 50% employer match about $107,491 at 4% or $71,661 at 6%; with 100% employer match about $80,618 at 4% or $53,745 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-94$7,144,180$606,248$6,449iApproximate average salary by contribution assumption: employee only about $161,236 at 4% or $107,491 at 6%; with 50% employer match about $107,491 at 4% or $71,661 at 6%; with 100% employer match about $80,618 at 4% or $53,745 at 6%.
2010191$7,532,654$675,284$7,421iApproximate average salary by contribution assumption: employee only about $185,518 at 4% or $123,678 at 6%; with 50% employer match about $123,678 at 4% or $82,452 at 6%; with 100% employer match about $92,759 at 4% or $61,839 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-91$7,532,654$675,284$7,421iApproximate average salary by contribution assumption: employee only about $185,518 at 4% or $123,678 at 6%; with 50% employer match about $123,678 at 4% or $82,452 at 6%; with 100% employer match about $92,759 at 4% or $61,839 at 6%.
2009186$6,801,540$1,293,400$15,040iApproximate average salary by contribution assumption: employee only about $375,988 at 4% or $250,659 at 6%; with 50% employer match about $250,659 at 4% or $167,106 at 6%; with 100% employer match about $187,994 at 4% or $125,329 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-86$6,801,540$1,293,400$15,040iApproximate average salary by contribution assumption: employee only about $375,988 at 4% or $250,659 at 6%; with 50% employer match about $250,659 at 4% or $167,106 at 6%; with 100% employer match about $187,994 at 4% or $125,329 at 6%.
2008161$4,631,589$908,672$14,896iApproximate average salary by contribution assumption: employee only about $372,407 at 4% or $248,271 at 6%; with 50% employer match about $248,271 at 4% or $165,514 at 6%; with 100% employer match about $186,203 at 4% or $124,136 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-61$4,631,589$908,672$14,896iApproximate average salary by contribution assumption: employee only about $372,407 at 4% or $248,271 at 6%; with 50% employer match about $248,271 at 4% or $165,514 at 6%; with 100% employer match about $186,203 at 4% or $124,136 at 6%.
2007353$0$0-
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-53---
Tax Deferred Annuity Plan-0---
Tax Deferred Annuity Plan-0---
2006252$4,417,742$155,512$2,991iApproximate average salary by contribution assumption: employee only about $74,765 at 4% or $49,844 at 6%; with 50% employer match about $49,844 at 4% or $33,229 at 6%; with 100% employer match about $37,383 at 4% or $24,922 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-52$4,417,742$155,512$2,991iApproximate average salary by contribution assumption: employee only about $74,765 at 4% or $49,844 at 6%; with 50% employer match about $49,844 at 4% or $33,229 at 6%; with 100% employer match about $37,383 at 4% or $24,922 at 6%.
Tax Deferred Annuity Plan-0---
2005248$4,081,895$302,776$6,308iApproximate average salary by contribution assumption: employee only about $157,696 at 4% or $105,131 at 6%; with 50% employer match about $105,131 at 4% or $70,087 at 6%; with 100% employer match about $78,848 at 4% or $52,565 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-48$4,081,895$302,776$6,308iApproximate average salary by contribution assumption: employee only about $157,696 at 4% or $105,131 at 6%; with 50% employer match about $105,131 at 4% or $70,087 at 6%; with 100% employer match about $78,848 at 4% or $52,565 at 6%.
Tax Deferred Annuity Plan-0---
2004245$3,386,701$215,890$4,798iApproximate average salary by contribution assumption: employee only about $119,939 at 4% or $79,959 at 6%; with 50% employer match about $79,959 at 4% or $53,306 at 6%; with 100% employer match about $59,969 at 4% or $39,980 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-45$3,386,701$215,890$4,798iApproximate average salary by contribution assumption: employee only about $119,939 at 4% or $79,959 at 6%; with 50% employer match about $79,959 at 4% or $53,306 at 6%; with 100% employer match about $59,969 at 4% or $39,980 at 6%.
Tax Deferred Annuity Plan-0---
2003346$0$0-
Tax Deferred Annuity Plan-0---
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-46---
Flexible Benefit Plan-23---
2002353$0$0-
Tax Deferred Annuity Plan-0---
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-53---
Flexible Benefit Plan-22---
2001257$2,073,155$327,387$5,744iApproximate average salary by contribution assumption: employee only about $143,591 at 4% or $95,727 at 6%; with 50% employer match about $95,727 at 4% or $63,818 at 6%; with 100% employer match about $71,795 at 4% or $47,864 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-57$2,073,155$327,387$5,744iApproximate average salary by contribution assumption: employee only about $143,591 at 4% or $95,727 at 6%; with 50% employer match about $95,727 at 4% or $63,818 at 6%; with 100% employer match about $71,795 at 4% or $47,864 at 6%.
Tax Deferred Annuity Plan-0---
2000255$0$0-
Tax Deferred Annuity Plan-0---
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-55---
1999251$2,375,870$258,672$5,072iApproximate average salary by contribution assumption: employee only about $126,800 at 4% or $84,533 at 6%; with 50% employer match about $84,533 at 4% or $56,356 at 6%; with 100% employer match about $63,400 at 4% or $42,267 at 6%.
John E. Fetzer Institute 401(K) and Defined Contribution Pension Plan-51$2,375,870$258,672$5,072iApproximate average salary by contribution assumption: employee only about $126,800 at 4% or $84,533 at 6%; with 50% employer match about $84,533 at 4% or $56,356 at 6%; with 100% employer match about $63,400 at 4% or $42,267 at 6%.
Tax Deferred Annuity Plan-0---