Civic Intelligence

The V.M.I. Foundation Incorporated

Plan context: The VMI Affiliated Organizations Tax Sheltered Annuity Plan

EIN 54-0505966 • Lexington, VA • 32 filings • 7 plans

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PO Box 932Lexington, VA 24450-0932
Current Snapshot

Latest Year

2024

2024 Participants

49

2024 Assets

$12,457,845

2024 Contributions

$718,915

Historical Graphs

Total Assets Over Time

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

$12,964,130$6,482,065$0199920132024YearValue
$12,457,845Latest year 2024

Participants Over Time

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

65330199920132024YearValue
49Latest 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
2024149$12,457,845$718,915$14,672iApproximate average salary by contribution assumption: employee only about $366,793 at 4% or $244,529 at 6%; with 50% employer match about $244,529 at 4% or $163,019 at 6%; with 100% employer match about $183,397 at 4% or $122,264 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-49$12,457,845$718,915$14,672iApproximate average salary by contribution assumption: employee only about $366,793 at 4% or $244,529 at 6%; with 50% employer match about $244,529 at 4% or $163,019 at 6%; with 100% employer match about $183,397 at 4% or $122,264 at 6%.
2023151$11,129,945$761,021$14,922iApproximate average salary by contribution assumption: employee only about $373,050 at 4% or $248,700 at 6%; with 50% employer match about $248,700 at 4% or $165,800 at 6%; with 100% employer match about $186,525 at 4% or $124,350 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-51$11,129,945$761,021$14,922iApproximate average salary by contribution assumption: employee only about $373,050 at 4% or $248,700 at 6%; with 50% employer match about $248,700 at 4% or $165,800 at 6%; with 100% employer match about $186,525 at 4% or $124,350 at 6%.
2022149$9,628,561$687,102$14,022iApproximate average salary by contribution assumption: employee only about $350,562 at 4% or $233,708 at 6%; with 50% employer match about $233,708 at 4% or $155,805 at 6%; with 100% employer match about $175,281 at 4% or $116,854 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-49$9,628,561$687,102$14,022iApproximate average salary by contribution assumption: employee only about $350,562 at 4% or $233,708 at 6%; with 50% employer match about $233,708 at 4% or $155,805 at 6%; with 100% employer match about $175,281 at 4% or $116,854 at 6%.
2021149$12,964,130$814,132$16,615iApproximate average salary by contribution assumption: employee only about $415,373 at 4% or $276,916 at 6%; with 50% employer match about $276,916 at 4% or $184,610 at 6%; with 100% employer match about $207,687 at 4% or $138,458 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-49$12,964,130$814,132$16,615iApproximate average salary by contribution assumption: employee only about $415,373 at 4% or $276,916 at 6%; with 50% employer match about $276,916 at 4% or $184,610 at 6%; with 100% employer match about $207,687 at 4% or $138,458 at 6%.
2020149$11,127,741$576,471$11,765iApproximate average salary by contribution assumption: employee only about $294,118 at 4% or $196,079 at 6%; with 50% employer match about $196,079 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,039 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-49$11,127,741$576,471$11,765iApproximate average salary by contribution assumption: employee only about $294,118 at 4% or $196,079 at 6%; with 50% employer match about $196,079 at 4% or $130,719 at 6%; with 100% employer match about $147,059 at 4% or $98,039 at 6%.
2019153$9,384,638$682,065$12,869iApproximate average salary by contribution assumption: employee only about $321,729 at 4% or $214,486 at 6%; with 50% employer match about $214,486 at 4% or $142,991 at 6%; with 100% employer match about $160,864 at 4% or $107,243 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-53$9,384,638$682,065$12,869iApproximate average salary by contribution assumption: employee only about $321,729 at 4% or $214,486 at 6%; with 50% employer match about $214,486 at 4% or $142,991 at 6%; with 100% employer match about $160,864 at 4% or $107,243 at 6%.
2018156$9,293,229$569,876$10,176iApproximate average salary by contribution assumption: employee only about $254,409 at 4% or $169,606 at 6%; with 50% employer match about $169,606 at 4% or $113,071 at 6%; with 100% employer match about $127,204 at 4% or $84,803 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-56$9,293,229$569,876$10,176iApproximate average salary by contribution assumption: employee only about $254,409 at 4% or $169,606 at 6%; with 50% employer match about $169,606 at 4% or $113,071 at 6%; with 100% employer match about $127,204 at 4% or $84,803 at 6%.
2017159$11,065,067$580,418$9,838iApproximate average salary by contribution assumption: employee only about $245,940 at 4% or $163,960 at 6%; with 50% employer match about $163,960 at 4% or $109,307 at 6%; with 100% employer match about $122,970 at 4% or $81,980 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-59$11,065,067$580,418$9,838iApproximate average salary by contribution assumption: employee only about $245,940 at 4% or $163,960 at 6%; with 50% employer match about $163,960 at 4% or $109,307 at 6%; with 100% employer match about $122,970 at 4% or $81,980 at 6%.
2016161$9,924,915$577,722$9,471iApproximate average salary by contribution assumption: employee only about $236,771 at 4% or $157,848 at 6%; with 50% employer match about $157,848 at 4% or $105,232 at 6%; with 100% employer match about $118,386 at 4% or $78,924 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-61$9,924,915$577,722$9,471iApproximate average salary by contribution assumption: employee only about $236,771 at 4% or $157,848 at 6%; with 50% employer match about $157,848 at 4% or $105,232 at 6%; with 100% employer match about $118,386 at 4% or $78,924 at 6%.
2015159$9,171,161$622,651$10,553iApproximate average salary by contribution assumption: employee only about $263,835 at 4% or $175,890 at 6%; with 50% employer match about $175,890 at 4% or $117,260 at 6%; with 100% employer match about $131,918 at 4% or $87,945 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-59$9,171,161$622,651$10,553iApproximate average salary by contribution assumption: employee only about $263,835 at 4% or $175,890 at 6%; with 50% employer match about $175,890 at 4% or $117,260 at 6%; with 100% employer match about $131,918 at 4% or $87,945 at 6%.
2014164$9,643,154$670,821$10,482iApproximate average salary by contribution assumption: employee only about $262,039 at 4% or $174,693 at 6%; with 50% employer match about $174,693 at 4% or $116,462 at 6%; with 100% employer match about $131,020 at 4% or $87,346 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-64$9,643,154$670,821$10,482iApproximate average salary by contribution assumption: employee only about $262,039 at 4% or $174,693 at 6%; with 50% employer match about $174,693 at 4% or $116,462 at 6%; with 100% employer match about $131,020 at 4% or $87,346 at 6%.
2013161$10,172,779$638,824$10,473iApproximate average salary by contribution assumption: employee only about $261,813 at 4% or $174,542 at 6%; with 50% employer match about $174,542 at 4% or $116,361 at 6%; with 100% employer match about $130,907 at 4% or $87,271 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-61$10,172,779$638,824$10,473iApproximate average salary by contribution assumption: employee only about $261,813 at 4% or $174,542 at 6%; with 50% employer match about $174,542 at 4% or $116,361 at 6%; with 100% employer match about $130,907 at 4% or $87,271 at 6%.
2012159$8,359,107$707,002$11,983iApproximate average salary by contribution assumption: employee only about $299,577 at 4% or $199,718 at 6%; with 50% employer match about $199,718 at 4% or $133,145 at 6%; with 100% employer match about $149,789 at 4% or $99,859 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-59$8,359,107$707,002$11,983iApproximate average salary by contribution assumption: employee only about $299,577 at 4% or $199,718 at 6%; with 50% employer match about $199,718 at 4% or $133,145 at 6%; with 100% employer match about $149,789 at 4% or $99,859 at 6%.
2011159$7,066,802$619,808$10,505iApproximate average salary by contribution assumption: employee only about $262,631 at 4% or $175,087 at 6%; with 50% employer match about $175,087 at 4% or $116,725 at 6%; with 100% employer match about $131,315 at 4% or $87,544 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-59$7,066,802$619,808$10,505iApproximate average salary by contribution assumption: employee only about $262,631 at 4% or $175,087 at 6%; with 50% employer match about $175,087 at 4% or $116,725 at 6%; with 100% employer match about $131,315 at 4% or $87,544 at 6%.
2010157$6,923,484$656,235$11,513iApproximate average salary by contribution assumption: employee only about $287,822 at 4% or $191,882 at 6%; with 50% employer match about $191,882 at 4% or $127,921 at 6%; with 100% employer match about $143,911 at 4% or $95,941 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-57$6,923,484$656,235$11,513iApproximate average salary by contribution assumption: employee only about $287,822 at 4% or $191,882 at 6%; with 50% employer match about $191,882 at 4% or $127,921 at 6%; with 100% employer match about $143,911 at 4% or $95,941 at 6%.
2009159$5,879,410$2,398,292$40,649iApproximate average salary by contribution assumption: employee only about $1,016,225 at 4% or $677,484 at 6%; with 50% employer match about $677,484 at 4% or $451,656 at 6%; with 100% employer match about $508,113 at 4% or $338,742 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-59$5,879,410$2,398,292$40,649iApproximate average salary by contribution assumption: employee only about $1,016,225 at 4% or $677,484 at 6%; with 50% employer match about $677,484 at 4% or $451,656 at 6%; with 100% employer match about $508,113 at 4% or $338,742 at 6%.
2008253$2,117,477$282,933$5,338iApproximate average salary by contribution assumption: employee only about $133,459 at 4% or $88,973 at 6%; with 50% employer match about $88,973 at 4% or $59,315 at 6%; with 100% employer match about $66,729 at 4% or $44,486 at 6%.
The V.M.I. Affiliated Organizations Retirement Plan-53$2,117,477$282,933$5,338iApproximate average salary by contribution assumption: employee only about $133,459 at 4% or $88,973 at 6%; with 50% employer match about $88,973 at 4% or $59,315 at 6%; with 100% employer match about $66,729 at 4% or $44,486 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-0---
2007254$3,154,691$320,822$5,941iApproximate average salary by contribution assumption: employee only about $148,529 at 4% or $99,019 at 6%; with 50% employer match about $99,019 at 4% or $66,013 at 6%; with 100% employer match about $74,264 at 4% or $49,510 at 6%.
The V.M.I. Affiliated Organizations Retirement Plan-54$3,154,691$320,822$5,941iApproximate average salary by contribution assumption: employee only about $148,529 at 4% or $99,019 at 6%; with 50% employer match about $99,019 at 4% or $66,013 at 6%; with 100% employer match about $74,264 at 4% or $49,510 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-0---
2006255$3,076,606$292,654$5,321iApproximate average salary by contribution assumption: employee only about $133,025 at 4% or $88,683 at 6%; with 50% employer match about $88,683 at 4% or $59,122 at 6%; with 100% employer match about $66,512 at 4% or $44,342 at 6%.
The V.M.I. Affiliated Organizations Retirement Plan-55$3,076,606$292,654$5,321iApproximate average salary by contribution assumption: employee only about $133,025 at 4% or $88,683 at 6%; with 50% employer match about $88,683 at 4% or $59,122 at 6%; with 100% employer match about $66,512 at 4% or $44,342 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-0---
200510$0$0-
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-0---
2004252$2,537,986$284,836$5,478iApproximate average salary by contribution assumption: employee only about $136,940 at 4% or $91,294 at 6%; with 50% employer match about $91,294 at 4% or $60,862 at 6%; with 100% employer match about $68,470 at 4% or $45,647 at 6%.
The V.M.I. Affiliated Organizations Retirement Plan-52$2,537,986$284,836$5,478iApproximate average salary by contribution assumption: employee only about $136,940 at 4% or $91,294 at 6%; with 50% employer match about $91,294 at 4% or $60,862 at 6%; with 100% employer match about $68,470 at 4% or $45,647 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-0---
2003258$2,167,268$291,217$5,021iApproximate average salary by contribution assumption: employee only about $125,525 at 4% or $83,683 at 6%; with 50% employer match about $83,683 at 4% or $55,789 at 6%; with 100% employer match about $62,762 at 4% or $41,842 at 6%.
The V.M.I. Affiliated Organizations Retirement Plan-58$2,167,268$291,217$5,021iApproximate average salary by contribution assumption: employee only about $125,525 at 4% or $83,683 at 6%; with 50% employer match about $83,683 at 4% or $55,789 at 6%; with 100% employer match about $62,762 at 4% or $41,842 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-0---
2002265$1,559,578$314,779$4,843iApproximate average salary by contribution assumption: employee only about $121,069 at 4% or $80,713 at 6%; with 50% employer match about $80,713 at 4% or $53,808 at 6%; with 100% employer match about $60,534 at 4% or $40,356 at 6%.
The V.M.I. Affiliated Organizations Retirement Plan-65$1,559,578$314,779$4,843iApproximate average salary by contribution assumption: employee only about $121,069 at 4% or $80,713 at 6%; with 50% employer match about $80,713 at 4% or $53,808 at 6%; with 100% employer match about $60,534 at 4% or $40,356 at 6%.
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-0---
2001261$0$0-
The VMI Affiliated Organizations Tax Sheltered Annuity Plan-0---
The V.M.I. Affiliated Organizations Retirement Plan-61---
1999143$1,847,461$253,797$5,902iApproximate average salary by contribution assumption: employee only about $147,556 at 4% or $98,371 at 6%; with 50% employer match about $98,371 at 4% or $65,581 at 6%; with 100% employer match about $73,778 at 4% or $49,185 at 6%.
The V.M.I. Affiliated Organizations Retirement Plan-43$1,847,461$253,797$5,902iApproximate average salary by contribution assumption: employee only about $147,556 at 4% or $98,371 at 6%; with 50% employer match about $98,371 at 4% or $65,581 at 6%; with 100% employer match about $73,778 at 4% or $49,185 at 6%.