Iona Senior Services Incorporated
Plan context: Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan
EIN 52-1039553 • Washington, DC • 26 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
96
2024 Assets
$2,534,887
2024 Contributions
$379,408
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 | 96 | $2,534,887 | $379,408 | $3,952iApproximate average salary by contribution assumption: employee only about $98,804 at 4% or $65,869 at 6%; with 50% employer match about $65,869 at 4% or $43,913 at 6%; with 100% employer match about $49,402 at 4% or $32,935 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 96 | $2,534,887 | $379,408 | $3,952iApproximate average salary by contribution assumption: employee only about $98,804 at 4% or $65,869 at 6%; with 50% employer match about $65,869 at 4% or $43,913 at 6%; with 100% employer match about $49,402 at 4% or $32,935 at 6%. |
| 2023 | 1 | 89 | $3,100,170 | $300,352 | $3,375iApproximate average salary by contribution assumption: employee only about $84,369 at 4% or $56,246 at 6%; with 50% employer match about $56,246 at 4% or $37,497 at 6%; with 100% employer match about $42,184 at 4% or $28,123 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 89 | $3,100,170 | $300,352 | $3,375iApproximate average salary by contribution assumption: employee only about $84,369 at 4% or $56,246 at 6%; with 50% employer match about $56,246 at 4% or $37,497 at 6%; with 100% employer match about $42,184 at 4% or $28,123 at 6%. |
| 2022 | 1 | 81 | $2,592,607 | $329,700 | $4,070iApproximate average salary by contribution assumption: employee only about $101,759 at 4% or $67,840 at 6%; with 50% employer match about $67,840 at 4% or $45,226 at 6%; with 100% employer match about $50,880 at 4% or $33,920 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 81 | $2,592,607 | $329,700 | $4,070iApproximate average salary by contribution assumption: employee only about $101,759 at 4% or $67,840 at 6%; with 50% employer match about $67,840 at 4% or $45,226 at 6%; with 100% employer match about $50,880 at 4% or $33,920 at 6%. |
| 2021 | 1 | 76 | $3,907,490 | $363,845 | $4,787iApproximate average salary by contribution assumption: employee only about $119,686 at 4% or $79,791 at 6%; with 50% employer match about $79,791 at 4% or $53,194 at 6%; with 100% employer match about $59,843 at 4% or $39,895 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 76 | $3,907,490 | $363,845 | $4,787iApproximate average salary by contribution assumption: employee only about $119,686 at 4% or $79,791 at 6%; with 50% employer match about $79,791 at 4% or $53,194 at 6%; with 100% employer match about $59,843 at 4% or $39,895 at 6%. |
| 2020 | 1 | 63 | $3,804,964 | $309,860 | $4,918iApproximate average salary by contribution assumption: employee only about $122,960 at 4% or $81,974 at 6%; with 50% employer match about $81,974 at 4% or $54,649 at 6%; with 100% employer match about $61,480 at 4% or $40,987 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 63 | $3,804,964 | $309,860 | $4,918iApproximate average salary by contribution assumption: employee only about $122,960 at 4% or $81,974 at 6%; with 50% employer match about $81,974 at 4% or $54,649 at 6%; with 100% employer match about $61,480 at 4% or $40,987 at 6%. |
| 2019 | 1 | 57 | $3,705,583 | $226,772 | $3,978iApproximate average salary by contribution assumption: employee only about $99,461 at 4% or $66,308 at 6%; with 50% employer match about $66,308 at 4% or $44,205 at 6%; with 100% employer match about $49,731 at 4% or $33,154 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 57 | $3,705,583 | $226,772 | $3,978iApproximate average salary by contribution assumption: employee only about $99,461 at 4% or $66,308 at 6%; with 50% employer match about $66,308 at 4% or $44,205 at 6%; with 100% employer match about $49,731 at 4% or $33,154 at 6%. |
| 2018 | 1 | 59 | $2,789,122 | $334,071 | $5,662iApproximate average salary by contribution assumption: employee only about $141,556 at 4% or $94,370 at 6%; with 50% employer match about $94,370 at 4% or $62,914 at 6%; with 100% employer match about $70,778 at 4% or $47,185 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 59 | $2,789,122 | $334,071 | $5,662iApproximate average salary by contribution assumption: employee only about $141,556 at 4% or $94,370 at 6%; with 50% employer match about $94,370 at 4% or $62,914 at 6%; with 100% employer match about $70,778 at 4% or $47,185 at 6%. |
| 2017 | 1 | 64 | $2,739,568 | $379,132 | $5,924iApproximate average salary by contribution assumption: employee only about $148,098 at 4% or $98,732 at 6%; with 50% employer match about $98,732 at 4% or $65,822 at 6%; with 100% employer match about $74,049 at 4% or $49,366 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 64 | $2,739,568 | $379,132 | $5,924iApproximate average salary by contribution assumption: employee only about $148,098 at 4% or $98,732 at 6%; with 50% employer match about $98,732 at 4% or $65,822 at 6%; with 100% employer match about $74,049 at 4% or $49,366 at 6%. |
| 2016 | 1 | 57 | $2,010,775 | $246,220 | $4,320iApproximate average salary by contribution assumption: employee only about $107,991 at 4% or $71,994 at 6%; with 50% employer match about $71,994 at 4% or $47,996 at 6%; with 100% employer match about $53,996 at 4% or $35,997 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 57 | $2,010,775 | $246,220 | $4,320iApproximate average salary by contribution assumption: employee only about $107,991 at 4% or $71,994 at 6%; with 50% employer match about $71,994 at 4% or $47,996 at 6%; with 100% employer match about $53,996 at 4% or $35,997 at 6%. |
| 2015 | 1 | 41 | $1,766,524 | $202,705 | $4,944iApproximate average salary by contribution assumption: employee only about $123,601 at 4% or $82,400 at 6%; with 50% employer match about $82,400 at 4% or $54,934 at 6%; with 100% employer match about $61,800 at 4% or $41,200 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 41 | $1,766,524 | $202,705 | $4,944iApproximate average salary by contribution assumption: employee only about $123,601 at 4% or $82,400 at 6%; with 50% employer match about $82,400 at 4% or $54,934 at 6%; with 100% employer match about $61,800 at 4% or $41,200 at 6%. |
| 2014 | 1 | 40 | $1,622,510 | $223,935 | $5,598iApproximate average salary by contribution assumption: employee only about $139,959 at 4% or $93,306 at 6%; with 50% employer match about $93,306 at 4% or $62,204 at 6%; with 100% employer match about $69,980 at 4% or $46,653 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 40 | $1,622,510 | $223,935 | $5,598iApproximate average salary by contribution assumption: employee only about $139,959 at 4% or $93,306 at 6%; with 50% employer match about $93,306 at 4% or $62,204 at 6%; with 100% employer match about $69,980 at 4% or $46,653 at 6%. |
| 2013 | 1 | 35 | $1,315,678 | $141,587 | $4,045iApproximate average salary by contribution assumption: employee only about $101,134 at 4% or $67,422 at 6%; with 50% employer match about $67,422 at 4% or $44,948 at 6%; with 100% employer match about $50,567 at 4% or $33,711 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 35 | $1,315,678 | $141,587 | $4,045iApproximate average salary by contribution assumption: employee only about $101,134 at 4% or $67,422 at 6%; with 50% employer match about $67,422 at 4% or $44,948 at 6%; with 100% employer match about $50,567 at 4% or $33,711 at 6%. |
| 2012 | 1 | 34 | $977,418 | $118,358 | $3,481iApproximate average salary by contribution assumption: employee only about $87,028 at 4% or $58,019 at 6%; with 50% employer match about $58,019 at 4% or $38,679 at 6%; with 100% employer match about $43,514 at 4% or $29,009 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 34 | $977,418 | $118,358 | $3,481iApproximate average salary by contribution assumption: employee only about $87,028 at 4% or $58,019 at 6%; with 50% employer match about $58,019 at 4% or $38,679 at 6%; with 100% employer match about $43,514 at 4% or $29,009 at 6%. |
| 2011 | 1 | 22 | $877,275 | $281,809 | $12,810iApproximate average salary by contribution assumption: employee only about $320,238 at 4% or $213,492 at 6%; with 50% employer match about $213,492 at 4% or $142,328 at 6%; with 100% employer match about $160,119 at 4% or $106,746 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 22 | $877,275 | $281,809 | $12,810iApproximate average salary by contribution assumption: employee only about $320,238 at 4% or $213,492 at 6%; with 50% employer match about $213,492 at 4% or $142,328 at 6%; with 100% employer match about $160,119 at 4% or $106,746 at 6%. |
| 2010 | 1 | 26 | $675,927 | $84,437 | $3,248iApproximate average salary by contribution assumption: employee only about $81,189 at 4% or $54,126 at 6%; with 50% employer match about $54,126 at 4% or $36,084 at 6%; with 100% employer match about $40,595 at 4% or $27,063 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 26 | $675,927 | $84,437 | $3,248iApproximate average salary by contribution assumption: employee only about $81,189 at 4% or $54,126 at 6%; with 50% employer match about $54,126 at 4% or $36,084 at 6%; with 100% employer match about $40,595 at 4% or $27,063 at 6%. |
| 2009 | 1 | 36 | $924,932 | $106,718 | $2,964iApproximate average salary by contribution assumption: employee only about $74,110 at 4% or $49,406 at 6%; with 50% employer match about $49,406 at 4% or $32,938 at 6%; with 100% employer match about $37,055 at 4% or $24,703 at 6%. |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 36 | $924,932 | $106,718 | $2,964iApproximate average salary by contribution assumption: employee only about $74,110 at 4% or $49,406 at 6%; with 50% employer match about $49,406 at 4% or $32,938 at 6%; with 100% employer match about $37,055 at 4% or $24,703 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan | - | 0 | - | - | - |