AD FONTES EDUCATIONAL TRUST
Plan context: Ad Fontes Academy 401(K) Plan
EIN 54-1780628 • Centreville, VA • 16 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$510,907
2024 Contributions
$61,631
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 | 7 | $510,907 | $61,631 | $8,804iApproximate average salary by contribution assumption: employee only about $220,111 at 4% or $146,740 at 6%; with 50% employer match about $146,740 at 4% or $97,827 at 6%; with 100% employer match about $110,055 at 4% or $73,370 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 7 | $510,907 | $61,631 | $8,804iApproximate average salary by contribution assumption: employee only about $220,111 at 4% or $146,740 at 6%; with 50% employer match about $146,740 at 4% or $97,827 at 6%; with 100% employer match about $110,055 at 4% or $73,370 at 6%. |
| 2023 | 1 | 5 | $382,586 | $66,652 | $13,330iApproximate average salary by contribution assumption: employee only about $333,260 at 4% or $222,173 at 6%; with 50% employer match about $222,173 at 4% or $148,116 at 6%; with 100% employer match about $166,630 at 4% or $111,087 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 5 | $382,586 | $66,652 | $13,330iApproximate average salary by contribution assumption: employee only about $333,260 at 4% or $222,173 at 6%; with 50% employer match about $222,173 at 4% or $148,116 at 6%; with 100% employer match about $166,630 at 4% or $111,087 at 6%. |
| 2022 | 1 | 4 | $234,449 | $33,420 | $8,355iApproximate average salary by contribution assumption: employee only about $208,875 at 4% or $139,250 at 6%; with 50% employer match about $139,250 at 4% or $92,833 at 6%; with 100% employer match about $104,438 at 4% or $69,625 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 4 | $234,449 | $33,420 | $8,355iApproximate average salary by contribution assumption: employee only about $208,875 at 4% or $139,250 at 6%; with 50% employer match about $139,250 at 4% or $92,833 at 6%; with 100% employer match about $104,438 at 4% or $69,625 at 6%. |
| 2021 | 1 | 4 | $281,115 | $35,061 | $8,765iApproximate average salary by contribution assumption: employee only about $219,131 at 4% or $146,088 at 6%; with 50% employer match about $146,088 at 4% or $97,392 at 6%; with 100% employer match about $109,566 at 4% or $73,044 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 4 | $281,115 | $35,061 | $8,765iApproximate average salary by contribution assumption: employee only about $219,131 at 4% or $146,088 at 6%; with 50% employer match about $146,088 at 4% or $97,392 at 6%; with 100% employer match about $109,566 at 4% or $73,044 at 6%. |
| 2020 | 1 | 4 | $209,597 | $30,385 | $7,596iApproximate average salary by contribution assumption: employee only about $189,906 at 4% or $126,604 at 6%; with 50% employer match about $126,604 at 4% or $84,403 at 6%; with 100% employer match about $94,953 at 4% or $63,302 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 4 | $209,597 | $30,385 | $7,596iApproximate average salary by contribution assumption: employee only about $189,906 at 4% or $126,604 at 6%; with 50% employer match about $126,604 at 4% or $84,403 at 6%; with 100% employer match about $94,953 at 4% or $63,302 at 6%. |
| 2019 | 1 | 4 | $136,408 | $24,001 | $6,000iApproximate average salary by contribution assumption: employee only about $150,006 at 4% or $100,004 at 6%; with 50% employer match about $100,004 at 4% or $66,669 at 6%; with 100% employer match about $75,003 at 4% or $50,002 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 4 | $136,408 | $24,001 | $6,000iApproximate average salary by contribution assumption: employee only about $150,006 at 4% or $100,004 at 6%; with 50% employer match about $100,004 at 4% or $66,669 at 6%; with 100% employer match about $75,003 at 4% or $50,002 at 6%. |
| 2018 | 1 | 4 | $86,737 | $22,853 | $5,713iApproximate average salary by contribution assumption: employee only about $142,831 at 4% or $95,221 at 6%; with 50% employer match about $95,221 at 4% or $63,481 at 6%; with 100% employer match about $71,416 at 4% or $47,610 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 4 | $86,737 | $22,853 | $5,713iApproximate average salary by contribution assumption: employee only about $142,831 at 4% or $95,221 at 6%; with 50% employer match about $95,221 at 4% or $63,481 at 6%; with 100% employer match about $71,416 at 4% or $47,610 at 6%. |
| 2017 | 1 | 4 | $68,757 | $21,106 | $5,277iApproximate average salary by contribution assumption: employee only about $131,913 at 4% or $87,942 at 6%; with 50% employer match about $87,942 at 4% or $58,628 at 6%; with 100% employer match about $65,956 at 4% or $43,971 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 4 | $68,757 | $21,106 | $5,277iApproximate average salary by contribution assumption: employee only about $131,913 at 4% or $87,942 at 6%; with 50% employer match about $87,942 at 4% or $58,628 at 6%; with 100% employer match about $65,956 at 4% or $43,971 at 6%. |
| 2016 | 1 | 4 | $36,994 | $21,196 | $5,299iApproximate average salary by contribution assumption: employee only about $132,475 at 4% or $88,317 at 6%; with 50% employer match about $88,317 at 4% or $58,878 at 6%; with 100% employer match about $66,238 at 4% or $44,158 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 4 | $36,994 | $21,196 | $5,299iApproximate average salary by contribution assumption: employee only about $132,475 at 4% or $88,317 at 6%; with 50% employer match about $88,317 at 4% or $58,878 at 6%; with 100% employer match about $66,238 at 4% or $44,158 at 6%. |
| 2015 | 1 | 2 | $14,132 | $14,247 | $7,124iApproximate average salary by contribution assumption: employee only about $178,088 at 4% or $118,725 at 6%; with 50% employer match about $118,725 at 4% or $79,150 at 6%; with 100% employer match about $89,044 at 4% or $59,363 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 2 | $14,132 | $14,247 | $7,124iApproximate average salary by contribution assumption: employee only about $178,088 at 4% or $118,725 at 6%; with 50% employer match about $118,725 at 4% or $79,150 at 6%; with 100% employer match about $89,044 at 4% or $59,363 at 6%. |
| 2010 | 1 | 0 | $0 | $2,012 | - |
| Ad Fontes Academy 401(K) Plan | - | 0 | - | $2,012 | - |
| 2009 | 1 | 44 | $71,677 | $12,805 | $291iApproximate average salary by contribution assumption: employee only about $7,276 at 4% or $4,850 at 6%; with 50% employer match about $4,850 at 4% or $3,234 at 6%; with 100% employer match about $3,638 at 4% or $2,425 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 44 | $71,677 | $12,805 | $291iApproximate average salary by contribution assumption: employee only about $7,276 at 4% or $4,850 at 6%; with 50% employer match about $4,850 at 4% or $3,234 at 6%; with 100% employer match about $3,638 at 4% or $2,425 at 6%. |
| 2008 | 1 | 47 | $48,941 | $23,620 | $503iApproximate average salary by contribution assumption: employee only about $12,564 at 4% or $8,376 at 6%; with 50% employer match about $8,376 at 4% or $5,584 at 6%; with 100% employer match about $6,282 at 4% or $4,188 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 47 | $48,941 | $23,620 | $503iApproximate average salary by contribution assumption: employee only about $12,564 at 4% or $8,376 at 6%; with 50% employer match about $8,376 at 4% or $5,584 at 6%; with 100% employer match about $6,282 at 4% or $4,188 at 6%. |
| 2007 | 1 | 28 | $54,385 | $27,061 | $966iApproximate average salary by contribution assumption: employee only about $24,162 at 4% or $16,108 at 6%; with 50% employer match about $16,108 at 4% or $10,738 at 6%; with 100% employer match about $12,081 at 4% or $8,054 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 28 | $54,385 | $27,061 | $966iApproximate average salary by contribution assumption: employee only about $24,162 at 4% or $16,108 at 6%; with 50% employer match about $16,108 at 4% or $10,738 at 6%; with 100% employer match about $12,081 at 4% or $8,054 at 6%. |
| 2006 | 1 | 22 | $28,357 | $18,341 | $834iApproximate average salary by contribution assumption: employee only about $20,842 at 4% or $13,895 at 6%; with 50% employer match about $13,895 at 4% or $9,263 at 6%; with 100% employer match about $10,421 at 4% or $6,947 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 22 | $28,357 | $18,341 | $834iApproximate average salary by contribution assumption: employee only about $20,842 at 4% or $13,895 at 6%; with 50% employer match about $13,895 at 4% or $9,263 at 6%; with 100% employer match about $10,421 at 4% or $6,947 at 6%. |
| 2005 | 1 | 19 | $7,885 | $7,603 | $400iApproximate average salary by contribution assumption: employee only about $10,004 at 4% or $6,669 at 6%; with 50% employer match about $6,669 at 4% or $4,446 at 6%; with 100% employer match about $5,002 at 4% or $3,335 at 6%. |
| Ad Fontes Academy 401(K) Plan | - | 19 | $7,885 | $7,603 | $400iApproximate average salary by contribution assumption: employee only about $10,004 at 4% or $6,669 at 6%; with 50% employer match about $6,669 at 4% or $4,446 at 6%; with 100% employer match about $5,002 at 4% or $3,335 at 6%. |