Civic Intelligence

Iona Senior Services Incorporated

Plan context: Iona Senior Services Incorporated 403B Tax Deferred Annuity Plan

EIN 52-1039553 • Washington, DC • 26 filings • 7 plans

4125 Albemarle Street NWWashington, DC 20016
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

$3,907,490$1,953,745$0200920172024YearValue
$2,534,887Latest year 2024

Participants Over Time

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

96480200920172024YearValue
96Latest 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
2024196$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%.
2023189$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%.
2022181$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%.
2021176$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%.
2020163$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%.
2019157$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%.
2018159$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%.
2017164$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%.
2016157$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%.
2015141$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%.
2014140$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%.
2013135$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%.
2012134$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%.
2011122$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%.
2010126$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%.
2009136$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%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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