Theodore Roosevelt Medora Fdt.
Plan context: THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN
EIN 45-0397662 • Medora, ND • 38 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
88
2024 Assets
$6,223,054
2024 Contributions
$634,060
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 | 88 | $6,223,054 | $634,060 | $7,205iApproximate average salary by contribution assumption: employee only about $180,131 at 4% or $120,087 at 6%; with 50% employer match about $120,087 at 4% or $80,058 at 6%; with 100% employer match about $90,065 at 4% or $60,044 at 6%. |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 88 | $6,223,054 | $634,060 | $7,205iApproximate average salary by contribution assumption: employee only about $180,131 at 4% or $120,087 at 6%; with 50% employer match about $120,087 at 4% or $80,058 at 6%; with 100% employer match about $90,065 at 4% or $60,044 at 6%. |
| 2023 | 1 | 80 | $5,957,510 | $481,420 | $6,018iApproximate average salary by contribution assumption: employee only about $150,444 at 4% or $100,296 at 6%; with 50% employer match about $100,296 at 4% or $66,864 at 6%; with 100% employer match about $75,222 at 4% or $50,148 at 6%. |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 80 | $5,957,510 | $481,420 | $6,018iApproximate average salary by contribution assumption: employee only about $150,444 at 4% or $100,296 at 6%; with 50% employer match about $100,296 at 4% or $66,864 at 6%; with 100% employer match about $75,222 at 4% or $50,148 at 6%. |
| 2022 | 1 | 81 | $4,905,900 | $396,993 | $4,901iApproximate average salary by contribution assumption: employee only about $122,529 at 4% or $81,686 at 6%; with 50% employer match about $81,686 at 4% or $54,457 at 6%; with 100% employer match about $61,264 at 4% or $40,843 at 6%. |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 81 | $4,905,900 | $396,993 | $4,901iApproximate average salary by contribution assumption: employee only about $122,529 at 4% or $81,686 at 6%; with 50% employer match about $81,686 at 4% or $54,457 at 6%; with 100% employer match about $61,264 at 4% or $40,843 at 6%. |
| 2021 | 1 | 76 | $5,757,798 | $405,167 | $5,331iApproximate average salary by contribution assumption: employee only about $133,279 at 4% or $88,852 at 6%; with 50% employer match about $88,852 at 4% or $59,235 at 6%; with 100% employer match about $66,639 at 4% or $44,426 at 6%. |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 76 | $5,757,798 | $405,167 | $5,331iApproximate average salary by contribution assumption: employee only about $133,279 at 4% or $88,852 at 6%; with 50% employer match about $88,852 at 4% or $59,235 at 6%; with 100% employer match about $66,639 at 4% or $44,426 at 6%. |
| 2020 | 1 | 79 | $5,152,112 | $1,851,670 | $23,439iApproximate average salary by contribution assumption: employee only about $585,972 at 4% or $390,648 at 6%; with 50% employer match about $390,648 at 4% or $260,432 at 6%; with 100% employer match about $292,986 at 4% or $195,324 at 6%. |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 79 | $5,152,112 | $1,851,670 | $23,439iApproximate average salary by contribution assumption: employee only about $585,972 at 4% or $390,648 at 6%; with 50% employer match about $390,648 at 4% or $260,432 at 6%; with 100% employer match about $292,986 at 4% or $195,324 at 6%. |
| 2019 | 2 | 87 | $3,106,371 | $373,004 | $4,287iApproximate average salary by contribution assumption: employee only about $107,185 at 4% or $71,457 at 6%; with 50% employer match about $71,457 at 4% or $47,638 at 6%; with 100% employer match about $53,593 at 4% or $35,728 at 6%. |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 87 | $3,106,371 | $373,004 | $4,287iApproximate average salary by contribution assumption: employee only about $107,185 at 4% or $71,457 at 6%; with 50% employer match about $71,457 at 4% or $47,638 at 6%; with 100% employer match about $53,593 at 4% or $35,728 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 0 | $0 | - | - |
| 2018 | 2 | 79 | $4,750,844 | $394,815 | $4,998iApproximate average salary by contribution assumption: employee only about $124,941 at 4% or $83,294 at 6%; with 50% employer match about $83,294 at 4% or $55,530 at 6%; with 100% employer match about $62,471 at 4% or $41,647 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 21 | $2,409,774 | - | - |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 79 | $2,341,070 | $394,815 | $4,998iApproximate average salary by contribution assumption: employee only about $124,941 at 4% or $83,294 at 6%; with 50% employer match about $83,294 at 4% or $55,530 at 6%; with 100% employer match about $62,471 at 4% or $41,647 at 6%. |
| 2017 | 2 | 69 | $4,817,111 | $335,341 | $4,860iApproximate average salary by contribution assumption: employee only about $121,500 at 4% or $81,000 at 6%; with 50% employer match about $81,000 at 4% or $54,000 at 6%; with 100% employer match about $60,750 at 4% or $40,500 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 24 | $2,618,397 | - | - |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 69 | $2,198,714 | $335,341 | $4,860iApproximate average salary by contribution assumption: employee only about $121,500 at 4% or $81,000 at 6%; with 50% employer match about $81,000 at 4% or $54,000 at 6%; with 100% employer match about $60,750 at 4% or $40,500 at 6%. |
| 2016 | 2 | 74 | $3,868,624 | $343,369 | $4,640iApproximate average salary by contribution assumption: employee only about $116,003 at 4% or $77,335 at 6%; with 50% employer match about $77,335 at 4% or $51,557 at 6%; with 100% employer match about $58,002 at 4% or $38,668 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 25 | $2,255,881 | - | - |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 74 | $1,612,743 | $343,369 | $4,640iApproximate average salary by contribution assumption: employee only about $116,003 at 4% or $77,335 at 6%; with 50% employer match about $77,335 at 4% or $51,557 at 6%; with 100% employer match about $58,002 at 4% or $38,668 at 6%. |
| 2015 | 2 | 76 | $3,386,841 | $396,016 | $5,211iApproximate average salary by contribution assumption: employee only about $130,268 at 4% or $86,846 at 6%; with 50% employer match about $86,846 at 4% or $57,897 at 6%; with 100% employer match about $65,134 at 4% or $43,423 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 28 | $2,164,823 | - | - |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 76 | $1,222,018 | $396,016 | $5,211iApproximate average salary by contribution assumption: employee only about $130,268 at 4% or $86,846 at 6%; with 50% employer match about $86,846 at 4% or $57,897 at 6%; with 100% employer match about $65,134 at 4% or $43,423 at 6%. |
| 2014 | 2 | 68 | $3,107,423 | $299,311 | $4,402iApproximate average salary by contribution assumption: employee only about $110,041 at 4% or $73,361 at 6%; with 50% employer match about $73,361 at 4% or $48,907 at 6%; with 100% employer match about $55,020 at 4% or $36,680 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 31 | $2,237,482 | - | - |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 68 | $869,941 | $299,311 | $4,402iApproximate average salary by contribution assumption: employee only about $110,041 at 4% or $73,361 at 6%; with 50% employer match about $73,361 at 4% or $48,907 at 6%; with 100% employer match about $55,020 at 4% or $36,680 at 6%. |
| 2013 | 2 | 46 | $2,943,044 | $261,457 | $5,684iApproximate average salary by contribution assumption: employee only about $142,096 at 4% or $94,731 at 6%; with 50% employer match about $94,731 at 4% or $63,154 at 6%; with 100% employer match about $71,048 at 4% or $47,365 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 37 | $2,380,701 | - | - |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 46 | $562,343 | $261,457 | $5,684iApproximate average salary by contribution assumption: employee only about $142,096 at 4% or $94,731 at 6%; with 50% employer match about $94,731 at 4% or $63,154 at 6%; with 100% employer match about $71,048 at 4% or $47,365 at 6%. |
| 2012 | 2 | 45 | $2,490,677 | $234,147 | $5,203iApproximate average salary by contribution assumption: employee only about $130,082 at 4% or $86,721 at 6%; with 50% employer match about $86,721 at 4% or $57,814 at 6%; with 100% employer match about $65,041 at 4% or $43,361 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 43 | $2,169,746 | - | - |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 45 | $320,931 | $234,147 | $5,203iApproximate average salary by contribution assumption: employee only about $130,082 at 4% or $86,721 at 6%; with 50% employer match about $86,721 at 4% or $57,814 at 6%; with 100% employer match about $65,041 at 4% or $43,361 at 6%. |
| 2011 | 2 | 58 | $2,091,563 | $254,835 | $4,394iApproximate average salary by contribution assumption: employee only about $109,843 at 4% or $73,228 at 6%; with 50% employer match about $73,228 at 4% or $48,819 at 6%; with 100% employer match about $54,921 at 4% or $36,614 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 58 | $2,001,202 | $145,404 | $2,507iApproximate average salary by contribution assumption: employee only about $62,674 at 4% or $41,783 at 6%; with 50% employer match about $41,783 at 4% or $27,855 at 6%; with 100% employer match about $31,337 at 4% or $20,891 at 6%. |
| THE THEODORE ROOSEVELT MEDORA FOUNDATION 401(K) PLAN | - | 50 | $90,361 | $109,431 | $2,189iApproximate average salary by contribution assumption: employee only about $54,715 at 4% or $36,477 at 6%; with 50% employer match about $36,477 at 4% or $24,318 at 6%; with 100% employer match about $27,358 at 4% or $18,239 at 6%. |
| 2010 | 1 | 57 | $2,053,727 | $178,651 | $3,134iApproximate average salary by contribution assumption: employee only about $78,356 at 4% or $52,237 at 6%; with 50% employer match about $52,237 at 4% or $34,825 at 6%; with 100% employer match about $39,178 at 4% or $26,119 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 57 | $2,053,727 | $178,651 | $3,134iApproximate average salary by contribution assumption: employee only about $78,356 at 4% or $52,237 at 6%; with 50% employer match about $52,237 at 4% or $34,825 at 6%; with 100% employer match about $39,178 at 4% or $26,119 at 6%. |
| 2009 | 1 | 36 | $1,736,182 | $191,413 | $5,317iApproximate average salary by contribution assumption: employee only about $132,926 at 4% or $88,617 at 6%; with 50% employer match about $88,617 at 4% or $59,078 at 6%; with 100% employer match about $66,463 at 4% or $44,309 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 36 | $1,736,182 | $191,413 | $5,317iApproximate average salary by contribution assumption: employee only about $132,926 at 4% or $88,617 at 6%; with 50% employer match about $88,617 at 4% or $59,078 at 6%; with 100% employer match about $66,463 at 4% or $44,309 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2007 | 1 | 29 | $0 | $0 | - |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 29 | - | - | - |
| 2006 | 1 | 22 | $0 | $0 | - |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 22 | - | - | - |
| 2005 | 1 | 32 | $0 | $0 | - |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 32 | - | - | - |
| 2004 | 1 | 29 | $0 | $0 | - |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 29 | - | - | - |
| 2003 | 2 | 24 | $462 | $4,940 | $206iApproximate average salary by contribution assumption: employee only about $5,146 at 4% or $3,431 at 6%; with 50% employer match about $3,431 at 4% or $2,287 at 6%; with 100% employer match about $2,573 at 4% or $1,715 at 6%. |
| THEODORE ROOSEVELT MEDORA FOUNDATION HEALTHCARE REIMBURSEMENT PLAN | - | 6 | $462 | $4,940 | $823iApproximate average salary by contribution assumption: employee only about $20,583 at 4% or $13,722 at 6%; with 50% employer match about $13,722 at 4% or $9,148 at 6%; with 100% employer match about $10,292 at 4% or $6,861 at 6%. |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 24 | - | - | - |
| 2002 | 2 | 24 | $0 | $0 | - |
| THEODORE ROOSEVELT MEDORA FOUNDATION HEALTHCARE REIMBURSEMENT PLAN | - | 7 | - | - | - |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 24 | - | - | - |
| 2001 | 2 | 26 | $0 | $0 | - |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 26 | - | - | - |
| THEODORE ROOSEVELT MEDORA FOUNDATION HEALTHCARE REIMBURSEMENT PLAN | - | 9 | - | - | - |
| 2000 | 1 | 24 | $0 | $0 | - |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 24 | - | - | - |
| 1999 | 1 | 27 | $0 | $0 | - |
| Theodore Roosevelt Medora Fdt Tax Sheltered Annuity Plan | - | 27 | - | - | - |