Civic Intelligence

THE CENTER FOR PROGRESS & EXCELLENCE

Plan context: THE CENTER FOR PROGRESS & EXCELLENCE 403(B) PLAN

EIN 47-4810710 • Fort Meyers, FL • 4 filings • 3 plans

1500 Colonial Blvd Suite 233Fort Meyers, FL 33907
Current Snapshot

Latest Year

2024

2024 Participants

114

2024 Assets

$501,694

2024 Contributions

$252,324

Historical Graphs

Total Assets Over Time

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

$501,694$250,847$0202220232024YearValue
$501,694Latest year 2024

Participants Over Time

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

114570202220232024YearValue
114Latest 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
20242114$501,694$252,324$2,213iApproximate average salary by contribution assumption: employee only about $55,334 at 4% or $36,889 at 6%; with 50% employer match about $36,889 at 4% or $24,593 at 6%; with 100% employer match about $27,667 at 4% or $18,445 at 6%.
THE CENTER FOR PROGRESS & EXCELLENCE 403(B) PLAN-114$300,321$102,738$901iApproximate average salary by contribution assumption: employee only about $22,530 at 4% or $15,020 at 6%; with 50% employer match about $15,020 at 4% or $10,013 at 6%; with 100% employer match about $11,265 at 4% or $7,510 at 6%.
THE CENTER FOR PROGRESS & EXCELLENCE-106$201,373$149,586$1,411iApproximate average salary by contribution assumption: employee only about $35,280 at 4% or $23,520 at 6%; with 50% employer match about $23,520 at 4% or $15,680 at 6%; with 100% employer match about $17,640 at 4% or $11,760 at 6%.
20231106$201,373$149,586$1,411iApproximate average salary by contribution assumption: employee only about $35,280 at 4% or $23,520 at 6%; with 50% employer match about $23,520 at 4% or $15,680 at 6%; with 100% employer match about $17,640 at 4% or $11,760 at 6%.
THE CENTER FOR PROGRESS & EXCELLENCE 403(B) PLAN-106$201,373$149,586$1,411iApproximate average salary by contribution assumption: employee only about $35,280 at 4% or $23,520 at 6%; with 50% employer match about $23,520 at 4% or $15,680 at 6%; with 100% employer match about $17,640 at 4% or $11,760 at 6%.
2022142$43,631$44,213$1,053iApproximate average salary by contribution assumption: employee only about $26,317 at 4% or $17,545 at 6%; with 50% employer match about $17,545 at 4% or $11,697 at 6%; with 100% employer match about $13,159 at 4% or $8,772 at 6%.
THE CENTER FOR PROGRESS & EXCELLENCE 401(K) PLAN-42$43,631$44,213$1,053iApproximate average salary by contribution assumption: employee only about $26,317 at 4% or $17,545 at 6%; with 50% employer match about $17,545 at 4% or $11,697 at 6%; with 100% employer match about $13,159 at 4% or $8,772 at 6%.