Civic Intelligence

Vitale Institute

Plan context: Vitale Institute 401(K) Plan

EIN 46-3510729 • Wesley Chapel, FL • 20 filings • 2 plans

27516 Cashford CircleSuite 101Wesley Chapel, FL 33544
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$3,163,039

2024 Contributions

$588,902

Historical Graphs

Total Assets Over Time

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

$3,163,039$1,581,520$0201520202024YearValue
$3,163,039Latest year 2024

Participants Over Time

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

71360201520202024YearValue
47Latest 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
2024247$3,163,039$588,902$12,530iApproximate average salary by contribution assumption: employee only about $313,246 at 4% or $208,830 at 6%; with 50% employer match about $208,830 at 4% or $139,220 at 6%; with 100% employer match about $156,623 at 4% or $104,415 at 6%.
Vitale Institute 401(K) Plan-47$1,727,986$445,154$9,471iApproximate average salary by contribution assumption: employee only about $236,784 at 4% or $157,856 at 6%; with 50% employer match about $157,856 at 4% or $105,237 at 6%; with 100% employer match about $118,392 at 4% or $78,928 at 6%.
VITALE INSTITUTE CASH BALANCE PLAN-27$1,435,053$143,748$5,324iApproximate average salary by contribution assumption: employee only about $133,100 at 4% or $88,733 at 6%; with 50% employer match about $88,733 at 4% or $59,156 at 6%; with 100% employer match about $66,550 at 4% or $44,367 at 6%.
2023271$2,414,692$309,703$4,362iApproximate average salary by contribution assumption: employee only about $109,050 at 4% or $72,700 at 6%; with 50% employer match about $72,700 at 4% or $48,467 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%.
VITALE INSTITUTE CASH BALANCE PLAN-23$1,212,451$154,982$6,738iApproximate average salary by contribution assumption: employee only about $168,459 at 4% or $112,306 at 6%; with 50% employer match about $112,306 at 4% or $74,871 at 6%; with 100% employer match about $84,229 at 4% or $56,153 at 6%.
Vitale Institute 401(K) Plan-71$1,202,241$154,721$2,179iApproximate average salary by contribution assumption: employee only about $54,479 at 4% or $36,319 at 6%; with 50% employer match about $36,319 at 4% or $24,213 at 6%; with 100% employer match about $27,240 at 4% or $18,160 at 6%.
2022259$1,935,418$288,166$4,884iApproximate average salary by contribution assumption: employee only about $122,104 at 4% or $81,403 at 6%; with 50% employer match about $81,403 at 4% or $54,269 at 6%; with 100% employer match about $61,052 at 4% or $40,701 at 6%.
VITALE INSTITUTE CASH BALANCE PLAN-16$977,931$151,674$9,480iApproximate average salary by contribution assumption: employee only about $236,991 at 4% or $157,994 at 6%; with 50% employer match about $157,994 at 4% or $105,329 at 6%; with 100% employer match about $118,495 at 4% or $78,997 at 6%.
Vitale Institute 401(K) Plan-59$957,487$136,492$2,313iApproximate average salary by contribution assumption: employee only about $57,836 at 4% or $38,557 at 6%; with 50% employer match about $38,557 at 4% or $25,705 at 6%; with 100% employer match about $28,918 at 4% or $19,279 at 6%.
2021254$1,868,609$279,209$5,171iApproximate average salary by contribution assumption: employee only about $129,263 at 4% or $86,176 at 6%; with 50% employer match about $86,176 at 4% or $57,450 at 6%; with 100% employer match about $64,632 at 4% or $43,088 at 6%.
Vitale Institute 401(K) Plan-54$975,711$135,640$2,512iApproximate average salary by contribution assumption: employee only about $62,796 at 4% or $41,864 at 6%; with 50% employer match about $41,864 at 4% or $27,909 at 6%; with 100% employer match about $31,398 at 4% or $20,932 at 6%.
VITALE INSTITUTE CASH BALANCE PLAN-16$892,898$143,569$8,973iApproximate average salary by contribution assumption: employee only about $224,327 at 4% or $149,551 at 6%; with 50% employer match about $149,551 at 4% or $99,701 at 6%; with 100% employer match about $112,163 at 4% or $74,776 at 6%.
2020246$1,476,265$237,544$5,164iApproximate average salary by contribution assumption: employee only about $129,100 at 4% or $86,067 at 6%; with 50% employer match about $86,067 at 4% or $57,378 at 6%; with 100% employer match about $64,550 at 4% or $43,033 at 6%.
Vitale Institute 401(K) Plan-46$757,488$120,320$2,616iApproximate average salary by contribution assumption: employee only about $65,391 at 4% or $43,594 at 6%; with 50% employer match about $43,594 at 4% or $29,063 at 6%; with 100% employer match about $32,696 at 4% or $21,797 at 6%.
VITALE INSTITUTE CASH BALANCE PLAN-12$718,777$117,224$9,769iApproximate average salary by contribution assumption: employee only about $244,217 at 4% or $162,811 at 6%; with 50% employer match about $162,811 at 4% or $108,541 at 6%; with 100% employer match about $122,108 at 4% or $81,406 at 6%.
2019240$1,121,527$239,847$5,996iApproximate average salary by contribution assumption: employee only about $149,904 at 4% or $99,936 at 6%; with 50% employer match about $99,936 at 4% or $66,624 at 6%; with 100% employer match about $74,952 at 4% or $49,968 at 6%.
VITALE INSTITUTE CASH BALANCE PLAN-13$567,450$120,427$9,264iApproximate average salary by contribution assumption: employee only about $231,590 at 4% or $154,394 at 6%; with 50% employer match about $154,394 at 4% or $102,929 at 6%; with 100% employer match about $115,795 at 4% or $77,197 at 6%.
Vitale Institute 401(K) Plan-40$554,077$119,420$2,986iApproximate average salary by contribution assumption: employee only about $74,638 at 4% or $49,758 at 6%; with 50% employer match about $49,758 at 4% or $33,172 at 6%; with 100% employer match about $37,319 at 4% or $24,879 at 6%.
2018235$796,792$276,800$7,909iApproximate average salary by contribution assumption: employee only about $197,714 at 4% or $131,810 at 6%; with 50% employer match about $131,810 at 4% or $87,873 at 6%; with 100% employer match about $98,857 at 4% or $65,905 at 6%.
VITALE INSTITUTE CASH BALANCE PLAN-14$414,266$150,963$10,783iApproximate average salary by contribution assumption: employee only about $269,577 at 4% or $179,718 at 6%; with 50% employer match about $179,718 at 4% or $119,812 at 6%; with 100% employer match about $134,788 at 4% or $89,859 at 6%.
Vitale Institute 401(K) Plan-35$382,526$125,837$3,595iApproximate average salary by contribution assumption: employee only about $89,884 at 4% or $59,922 at 6%; with 50% employer match about $59,922 at 4% or $39,948 at 6%; with 100% employer match about $44,942 at 4% or $29,961 at 6%.
2017222$564,644$183,467$8,339iApproximate average salary by contribution assumption: employee only about $208,485 at 4% or $138,990 at 6%; with 50% employer match about $138,990 at 4% or $92,660 at 6%; with 100% employer match about $104,243 at 4% or $69,495 at 6%.
Vitale Institute 401(K) Plan-22$295,152$48,644$2,211iApproximate average salary by contribution assumption: employee only about $55,277 at 4% or $36,852 at 6%; with 50% employer match about $36,852 at 4% or $24,568 at 6%; with 100% employer match about $27,639 at 4% or $18,426 at 6%.
VITALE INSTITUTE CASH BALANCE PLAN-13$269,492$134,823$10,371iApproximate average salary by contribution assumption: employee only about $259,275 at 4% or $172,850 at 6%; with 50% employer match about $172,850 at 4% or $115,233 at 6%; with 100% employer match about $129,638 at 4% or $86,425 at 6%.
2016223$346,698$253,421$11,018iApproximate average salary by contribution assumption: employee only about $275,458 at 4% or $183,638 at 6%; with 50% employer match about $183,638 at 4% or $122,426 at 6%; with 100% employer match about $137,729 at 4% or $91,819 at 6%.
Vitale Institute 401(K) Plan-23$214,905$121,628$5,288iApproximate average salary by contribution assumption: employee only about $132,204 at 4% or $88,136 at 6%; with 50% employer match about $88,136 at 4% or $58,757 at 6%; with 100% employer match about $66,102 at 4% or $44,068 at 6%.
VITALE INSTITUTE CASH BALANCE PLAN-14$131,793$131,793$9,414iApproximate average salary by contribution assumption: employee only about $235,345 at 4% or $156,896 at 6%; with 50% employer match about $156,896 at 4% or $104,598 at 6%; with 100% employer match about $117,672 at 4% or $78,448 at 6%.
2015115$87,357$133,270$8,885iApproximate average salary by contribution assumption: employee only about $222,117 at 4% or $148,078 at 6%; with 50% employer match about $148,078 at 4% or $98,719 at 6%; with 100% employer match about $111,058 at 4% or $74,039 at 6%.
Vitale Institute 401(K) Plan-15$87,357$133,270$8,885iApproximate average salary by contribution assumption: employee only about $222,117 at 4% or $148,078 at 6%; with 50% employer match about $148,078 at 4% or $98,719 at 6%; with 100% employer match about $111,058 at 4% or $74,039 at 6%.
201410$0$0-
Vitale Institute 401(K) Plan-0$0--