Civic Intelligence

ILLUSTRATIVE MATHEMATICS-

Plan context: ILLUSTRATIVE MATHEMATICS 403(B) PLAN

EIN 46-3513958 • Oro Valley, AZ • 10 filings • 3 plans

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PO Box 69822Oro Valley, AZ 85737
Current Snapshot

Latest Year

2024

2024 Participants

108

2024 Assets

$6,336,957

2024 Contributions

$1,673,796

Historical Graphs

Total Assets Over Time

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

$6,336,957$3,168,479$0201520202024YearValue
$6,336,957Latest year 2024

Participants Over Time

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

108540201520202024YearValue
108Latest 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
20241108$6,336,957$1,673,796$15,498iApproximate average salary by contribution assumption: employee only about $387,453 at 4% or $258,302 at 6%; with 50% employer match about $258,302 at 4% or $172,201 at 6%; with 100% employer match about $193,726 at 4% or $129,151 at 6%.
ILLUSTRATIVE MATHEMATICS 403(B) PLAN-108$6,336,957$1,673,796$15,498iApproximate average salary by contribution assumption: employee only about $387,453 at 4% or $258,302 at 6%; with 50% employer match about $258,302 at 4% or $172,201 at 6%; with 100% employer match about $193,726 at 4% or $129,151 at 6%.
2023179$4,266,620$1,212,713$15,351iApproximate average salary by contribution assumption: employee only about $383,770 at 4% or $255,847 at 6%; with 50% employer match about $255,847 at 4% or $170,564 at 6%; with 100% employer match about $191,885 at 4% or $127,923 at 6%.
ILLUSTRATIVE MATHEMATICS 403(B) PLAN-79$4,266,620$1,212,713$15,351iApproximate average salary by contribution assumption: employee only about $383,770 at 4% or $255,847 at 6%; with 50% employer match about $255,847 at 4% or $170,564 at 6%; with 100% employer match about $191,885 at 4% or $127,923 at 6%.
2022161$2,564,539$813,689$13,339iApproximate average salary by contribution assumption: employee only about $333,479 at 4% or $222,319 at 6%; with 50% employer match about $222,319 at 4% or $148,213 at 6%; with 100% employer match about $166,740 at 4% or $111,160 at 6%.
ILLUSTRATIVE MATHEMATICS 403(B) PLAN-61$2,564,539$813,689$13,339iApproximate average salary by contribution assumption: employee only about $333,479 at 4% or $222,319 at 6%; with 50% employer match about $222,319 at 4% or $148,213 at 6%; with 100% employer match about $166,740 at 4% or $111,160 at 6%.
2021150$2,576,006$531,875$10,638iApproximate average salary by contribution assumption: employee only about $265,938 at 4% or $177,292 at 6%; with 50% employer match about $177,292 at 4% or $118,194 at 6%; with 100% employer match about $132,969 at 4% or $88,646 at 6%.
ILLUSTRATIVE MATHEMATICS 403B PLAN-50$2,576,006$531,875$10,638iApproximate average salary by contribution assumption: employee only about $265,938 at 4% or $177,292 at 6%; with 50% employer match about $177,292 at 4% or $118,194 at 6%; with 100% employer match about $132,969 at 4% or $88,646 at 6%.
2020145$2,102,553$595,147$13,225iApproximate average salary by contribution assumption: employee only about $330,637 at 4% or $220,425 at 6%; with 50% employer match about $220,425 at 4% or $146,950 at 6%; with 100% employer match about $165,319 at 4% or $110,212 at 6%.
ILLUSTRATIVE MATHEMATICS 403B PLAN-45$2,102,553$595,147$13,225iApproximate average salary by contribution assumption: employee only about $330,637 at 4% or $220,425 at 6%; with 50% employer match about $220,425 at 4% or $146,950 at 6%; with 100% employer match about $165,319 at 4% or $110,212 at 6%.
2019143$1,293,307$516,773$12,018iApproximate average salary by contribution assumption: employee only about $300,449 at 4% or $200,300 at 6%; with 50% employer match about $200,300 at 4% or $133,533 at 6%; with 100% employer match about $150,225 at 4% or $100,150 at 6%.
ILLUSTRATIVE MATHEMATICS 403B PLAN-43$1,293,307$516,773$12,018iApproximate average salary by contribution assumption: employee only about $300,449 at 4% or $200,300 at 6%; with 50% employer match about $200,300 at 4% or $133,533 at 6%; with 100% employer match about $150,225 at 4% or $100,150 at 6%.
2018139$648,881$698,293$17,905iApproximate average salary by contribution assumption: employee only about $447,624 at 4% or $298,416 at 6%; with 50% employer match about $298,416 at 4% or $198,944 at 6%; with 100% employer match about $223,812 at 4% or $149,208 at 6%.
ILLUSTRATIVE MATHEMATICS 403B PLAN-39$648,881$698,293$17,905iApproximate average salary by contribution assumption: employee only about $447,624 at 4% or $298,416 at 6%; with 50% employer match about $298,416 at 4% or $198,944 at 6%; with 100% employer match about $223,812 at 4% or $149,208 at 6%.
201710$0$50,685-
ILLUSTRATIVE MATHEMATICS RETIREMENT TRUST-0$0$50,685-
2016118$255,538$216,471$12,026iApproximate average salary by contribution assumption: employee only about $300,654 at 4% or $200,436 at 6%; with 50% employer match about $200,436 at 4% or $133,624 at 6%; with 100% employer match about $150,327 at 4% or $100,218 at 6%.
ILLUSTRATIVE MATHEMATICS RETIREMENT TRUST-18$255,538$216,471$12,026iApproximate average salary by contribution assumption: employee only about $300,654 at 4% or $200,436 at 6%; with 50% employer match about $200,436 at 4% or $133,624 at 6%; with 100% employer match about $150,327 at 4% or $100,218 at 6%.
201517$27,082$27,439$3,920iApproximate average salary by contribution assumption: employee only about $97,996 at 4% or $65,331 at 6%; with 50% employer match about $65,331 at 4% or $43,554 at 6%; with 100% employer match about $48,998 at 4% or $32,665 at 6%.
ILLUSTRATIVE MATHEMATICS RETIREMENT TRUST-7$27,082$27,439$3,920iApproximate average salary by contribution assumption: employee only about $97,996 at 4% or $65,331 at 6%; with 50% employer match about $65,331 at 4% or $43,554 at 6%; with 100% employer match about $48,998 at 4% or $32,665 at 6%.