Civic Intelligence

Efo Management Inc.

Plan context: Efo Management Inc. 401K Plan and Trust

EIN 52-1879041 • Washington, DC • 25 filings • 2 plans

21 Dupont Circle, Suite 410Washington, DC 20036
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,440,157

2024 Contributions

$113,035

Historical Graphs

Total Assets Over Time

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

$3,440,157$1,720,079$0199920132024YearValue
$3,440,157Latest year 2024

Participants Over Time

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

840199920122024YearValue
6Latest 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
202416$3,440,157$113,035$18,839iApproximate average salary by contribution assumption: employee only about $470,979 at 4% or $313,986 at 6%; with 50% employer match about $313,986 at 4% or $209,324 at 6%; with 100% employer match about $235,490 at 4% or $156,993 at 6%.
Efo Management Inc. 401K Plan and Trust-6$3,440,157$113,035$18,839iApproximate average salary by contribution assumption: employee only about $470,979 at 4% or $313,986 at 6%; with 50% employer match about $313,986 at 4% or $209,324 at 6%; with 100% employer match about $235,490 at 4% or $156,993 at 6%.
202316$2,908,129$133,357$22,226iApproximate average salary by contribution assumption: employee only about $555,654 at 4% or $370,436 at 6%; with 50% employer match about $370,436 at 4% or $246,957 at 6%; with 100% employer match about $277,827 at 4% or $185,218 at 6%.
Efo Management Inc. 401K Plan and Trust-6$2,908,129$133,357$22,226iApproximate average salary by contribution assumption: employee only about $555,654 at 4% or $370,436 at 6%; with 50% employer match about $370,436 at 4% or $246,957 at 6%; with 100% employer match about $277,827 at 4% or $185,218 at 6%.
202217$2,402,719$136,335$19,476iApproximate average salary by contribution assumption: employee only about $486,911 at 4% or $324,607 at 6%; with 50% employer match about $324,607 at 4% or $216,405 at 6%; with 100% employer match about $243,455 at 4% or $162,304 at 6%.
Efo Management Inc. 401K Plan and Trust-7$2,402,719$136,335$19,476iApproximate average salary by contribution assumption: employee only about $486,911 at 4% or $324,607 at 6%; with 50% employer match about $324,607 at 4% or $216,405 at 6%; with 100% employer match about $243,455 at 4% or $162,304 at 6%.
202117$3,184,930$109,830$15,690iApproximate average salary by contribution assumption: employee only about $392,250 at 4% or $261,500 at 6%; with 50% employer match about $261,500 at 4% or $174,333 at 6%; with 100% employer match about $196,125 at 4% or $130,750 at 6%.
Efo Management Inc. 401K Plan and Trust-7$3,184,930$109,830$15,690iApproximate average salary by contribution assumption: employee only about $392,250 at 4% or $261,500 at 6%; with 50% employer match about $261,500 at 4% or $174,333 at 6%; with 100% employer match about $196,125 at 4% or $130,750 at 6%.
202017$2,733,917$63,691$9,099iApproximate average salary by contribution assumption: employee only about $227,468 at 4% or $151,645 at 6%; with 50% employer match about $151,645 at 4% or $101,097 at 6%; with 100% employer match about $113,734 at 4% or $75,823 at 6%.
Efo Management Inc. 401K Plan and Trust-7$2,733,917$63,691$9,099iApproximate average salary by contribution assumption: employee only about $227,468 at 4% or $151,645 at 6%; with 50% employer match about $151,645 at 4% or $101,097 at 6%; with 100% employer match about $113,734 at 4% or $75,823 at 6%.
201917$2,354,718$129,117$18,445iApproximate average salary by contribution assumption: employee only about $461,132 at 4% or $307,421 at 6%; with 50% employer match about $307,421 at 4% or $204,948 at 6%; with 100% employer match about $230,566 at 4% or $153,711 at 6%.
Efo Management Inc. 401K Plan and Trust-7$2,354,718$129,117$18,445iApproximate average salary by contribution assumption: employee only about $461,132 at 4% or $307,421 at 6%; with 50% employer match about $307,421 at 4% or $204,948 at 6%; with 100% employer match about $230,566 at 4% or $153,711 at 6%.
201817$1,750,120$104,219$14,888iApproximate average salary by contribution assumption: employee only about $372,211 at 4% or $248,140 at 6%; with 50% employer match about $248,140 at 4% or $165,427 at 6%; with 100% employer match about $186,105 at 4% or $124,070 at 6%.
Efo Management Inc. 401K Plan and Trust-7$1,750,120$104,219$14,888iApproximate average salary by contribution assumption: employee only about $372,211 at 4% or $248,140 at 6%; with 50% employer match about $248,140 at 4% or $165,427 at 6%; with 100% employer match about $186,105 at 4% or $124,070 at 6%.
201716$1,748,799$72,695$12,116iApproximate average salary by contribution assumption: employee only about $302,896 at 4% or $201,931 at 6%; with 50% employer match about $201,931 at 4% or $134,620 at 6%; with 100% employer match about $151,448 at 4% or $100,965 at 6%.
Efo Management Inc. 401K Plan and Trust-6$1,748,799$72,695$12,116iApproximate average salary by contribution assumption: employee only about $302,896 at 4% or $201,931 at 6%; with 50% employer match about $201,931 at 4% or $134,620 at 6%; with 100% employer match about $151,448 at 4% or $100,965 at 6%.
201617$1,597,965$97,465$13,924iApproximate average salary by contribution assumption: employee only about $348,089 at 4% or $232,060 at 6%; with 50% employer match about $232,060 at 4% or $154,706 at 6%; with 100% employer match about $174,045 at 4% or $116,030 at 6%.
Efo Management Inc. 401K Plan and Trust-7$1,597,965$97,465$13,924iApproximate average salary by contribution assumption: employee only about $348,089 at 4% or $232,060 at 6%; with 50% employer match about $232,060 at 4% or $154,706 at 6%; with 100% employer match about $174,045 at 4% or $116,030 at 6%.
201517$1,714,797$95,434$13,633iApproximate average salary by contribution assumption: employee only about $340,836 at 4% or $227,224 at 6%; with 50% employer match about $227,224 at 4% or $151,483 at 6%; with 100% employer match about $170,418 at 4% or $113,612 at 6%.
Efo Management Inc. 401K Plan and Trust-7$1,714,797$95,434$13,633iApproximate average salary by contribution assumption: employee only about $340,836 at 4% or $227,224 at 6%; with 50% employer match about $227,224 at 4% or $151,483 at 6%; with 100% employer match about $170,418 at 4% or $113,612 at 6%.
201417$1,580,794$103,506$14,787iApproximate average salary by contribution assumption: employee only about $369,664 at 4% or $246,443 at 6%; with 50% employer match about $246,443 at 4% or $164,295 at 6%; with 100% employer match about $184,832 at 4% or $123,221 at 6%.
Efo Management Inc. 401K Plan and Trust-7$1,580,794$103,506$14,787iApproximate average salary by contribution assumption: employee only about $369,664 at 4% or $246,443 at 6%; with 50% employer match about $246,443 at 4% or $164,295 at 6%; with 100% employer match about $184,832 at 4% or $123,221 at 6%.
201317$1,363,951$86,646$12,378iApproximate average salary by contribution assumption: employee only about $309,450 at 4% or $206,300 at 6%; with 50% employer match about $206,300 at 4% or $137,533 at 6%; with 100% employer match about $154,725 at 4% or $103,150 at 6%.
Efo Management Inc. 401K Plan and Trust-7$1,363,951$86,646$12,378iApproximate average salary by contribution assumption: employee only about $309,450 at 4% or $206,300 at 6%; with 50% employer match about $206,300 at 4% or $137,533 at 6%; with 100% employer match about $154,725 at 4% or $103,150 at 6%.
201217$1,060,634$80,127$11,447iApproximate average salary by contribution assumption: employee only about $286,168 at 4% or $190,779 at 6%; with 50% employer match about $190,779 at 4% or $127,186 at 6%; with 100% employer match about $143,084 at 4% or $95,389 at 6%.
Efo Management Inc. 401K Plan and Trust-7$1,060,634$80,127$11,447iApproximate average salary by contribution assumption: employee only about $286,168 at 4% or $190,779 at 6%; with 50% employer match about $190,779 at 4% or $127,186 at 6%; with 100% employer match about $143,084 at 4% or $95,389 at 6%.
201117$877,378$71,336$10,191iApproximate average salary by contribution assumption: employee only about $254,771 at 4% or $169,848 at 6%; with 50% employer match about $169,848 at 4% or $113,232 at 6%; with 100% employer match about $127,386 at 4% or $84,924 at 6%.
Efo Management Inc. 401K Plan and Trust-7$877,378$71,336$10,191iApproximate average salary by contribution assumption: employee only about $254,771 at 4% or $169,848 at 6%; with 50% employer match about $169,848 at 4% or $113,232 at 6%; with 100% employer match about $127,386 at 4% or $84,924 at 6%.
201018$852,488$62,095$7,762iApproximate average salary by contribution assumption: employee only about $194,047 at 4% or $129,365 at 6%; with 50% employer match about $129,365 at 4% or $86,243 at 6%; with 100% employer match about $97,023 at 4% or $64,682 at 6%.
Efo Management Inc. 401K Plan and Trust-8$852,488$62,095$7,762iApproximate average salary by contribution assumption: employee only about $194,047 at 4% or $129,365 at 6%; with 50% employer match about $129,365 at 4% or $86,243 at 6%; with 100% employer match about $97,023 at 4% or $64,682 at 6%.
200918$682,739$55,200$6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%.
Efo Management Inc. 401K Plan and Trust-8$682,739$55,200$6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%.
200817$463,639$203,011$29,002iApproximate average salary by contribution assumption: employee only about $725,039 at 4% or $483,360 at 6%; with 50% employer match about $483,360 at 4% or $322,240 at 6%; with 100% employer match about $362,520 at 4% or $241,680 at 6%.
Efo Management Inc. 401K Plan and Trust-7$463,639$203,011$29,002iApproximate average salary by contribution assumption: employee only about $725,039 at 4% or $483,360 at 6%; with 50% employer match about $483,360 at 4% or $322,240 at 6%; with 100% employer match about $362,520 at 4% or $241,680 at 6%.
200714$0$0-
Efo Management Inc. 401K Plan and Trust-4---
200616$483,852$48,218$8,036iApproximate average salary by contribution assumption: employee only about $200,908 at 4% or $133,939 at 6%; with 50% employer match about $133,939 at 4% or $89,293 at 6%; with 100% employer match about $100,454 at 4% or $66,969 at 6%.
Efo Management Inc. 401K Plan and Trust-6$483,852$48,218$8,036iApproximate average salary by contribution assumption: employee only about $200,908 at 4% or $133,939 at 6%; with 50% employer match about $133,939 at 4% or $89,293 at 6%; with 100% employer match about $100,454 at 4% or $66,969 at 6%.
200515$393,523$50,738$10,148iApproximate average salary by contribution assumption: employee only about $253,690 at 4% or $169,127 at 6%; with 50% employer match about $169,127 at 4% or $112,751 at 6%; with 100% employer match about $126,845 at 4% or $84,563 at 6%.
Efo Management Inc. 401K Plan and Trust-5$393,523$50,738$10,148iApproximate average salary by contribution assumption: employee only about $253,690 at 4% or $169,127 at 6%; with 50% employer match about $169,127 at 4% or $112,751 at 6%; with 100% employer match about $126,845 at 4% or $84,563 at 6%.
200415$318,697$40,892$8,178iApproximate average salary by contribution assumption: employee only about $204,460 at 4% or $136,307 at 6%; with 50% employer match about $136,307 at 4% or $90,871 at 6%; with 100% employer match about $102,230 at 4% or $68,153 at 6%.
Efo Management Inc. 401K Plan and Trust-5$318,697$40,892$8,178iApproximate average salary by contribution assumption: employee only about $204,460 at 4% or $136,307 at 6%; with 50% employer match about $136,307 at 4% or $90,871 at 6%; with 100% employer match about $102,230 at 4% or $68,153 at 6%.
200317$247,778$37,263$5,323iApproximate average salary by contribution assumption: employee only about $133,082 at 4% or $88,721 at 6%; with 50% employer match about $88,721 at 4% or $59,148 at 6%; with 100% employer match about $66,541 at 4% or $44,361 at 6%.
Efo Management Inc. 401K Plan and Trust-7$247,778$37,263$5,323iApproximate average salary by contribution assumption: employee only about $133,082 at 4% or $88,721 at 6%; with 50% employer match about $88,721 at 4% or $59,148 at 6%; with 100% employer match about $66,541 at 4% or $44,361 at 6%.
200117$0$0-
Efo Management Inc. 401K Plan and Trust-7---
200017$149,656$7,760$1,109iApproximate average salary by contribution assumption: employee only about $27,714 at 4% or $18,476 at 6%; with 50% employer match about $18,476 at 4% or $12,317 at 6%; with 100% employer match about $13,857 at 4% or $9,238 at 6%.
Efo Management Inc. 401K Plan and Trust-7$149,656$7,760$1,109iApproximate average salary by contribution assumption: employee only about $27,714 at 4% or $18,476 at 6%; with 50% employer match about $18,476 at 4% or $12,317 at 6%; with 100% employer match about $13,857 at 4% or $9,238 at 6%.
199916$137,414$16,900$2,817iApproximate average salary by contribution assumption: employee only about $70,417 at 4% or $46,944 at 6%; with 50% employer match about $46,944 at 4% or $31,296 at 6%; with 100% employer match about $35,208 at 4% or $23,472 at 6%.
Efo Management Inc. 401K Plan and Trust-6$137,414$16,900$2,817iApproximate average salary by contribution assumption: employee only about $70,417 at 4% or $46,944 at 6%; with 50% employer match about $46,944 at 4% or $31,296 at 6%; with 100% employer match about $35,208 at 4% or $23,472 at 6%.