Civic Intelligence

Philanthropy Southeast Inc.

Plan context: Philanthropy Southeast Retirement Plan

EIN 56-0995114 • Atlanta, GA • 24 filings • 5 plans

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100 Peachtree Street NWSuite 2080Atlanta, GA 30303
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,745,210

2024 Contributions

$216,480

Historical Graphs

Total Assets Over Time

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

$5,163,206$2,581,603$0200920182024YearValue
$2,745,210Latest year 2024

Participants Over Time

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

20100200920182024YearValue
18Latest 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
2024118$2,745,210$216,480$12,027iApproximate average salary by contribution assumption: employee only about $300,667 at 4% or $200,444 at 6%; with 50% employer match about $200,444 at 4% or $133,630 at 6%; with 100% employer match about $150,333 at 4% or $100,222 at 6%.
Philanthropy Southeast Retirement Plan-18$2,745,210$216,480$12,027iApproximate average salary by contribution assumption: employee only about $300,667 at 4% or $200,444 at 6%; with 50% employer match about $200,444 at 4% or $133,630 at 6%; with 100% employer match about $150,333 at 4% or $100,222 at 6%.
2023219$5,163,206$655,610$34,506iApproximate average salary by contribution assumption: employee only about $862,645 at 4% or $575,096 at 6%; with 50% employer match about $575,096 at 4% or $383,398 at 6%; with 100% employer match about $431,322 at 4% or $287,548 at 6%.
Philanthropy Southeast Retirement Plan-19$2,581,603$327,805$17,253iApproximate average salary by contribution assumption: employee only about $431,322 at 4% or $287,548 at 6%; with 50% employer match about $287,548 at 4% or $191,699 at 6%; with 100% employer match about $215,661 at 4% or $143,774 at 6%.
Secf Retirement Plan-19$2,581,603$327,805$17,253iApproximate average salary by contribution assumption: employee only about $431,322 at 4% or $287,548 at 6%; with 50% employer match about $287,548 at 4% or $191,699 at 6%; with 100% employer match about $215,661 at 4% or $143,774 at 6%.
2022119$1,988,923$212,019$11,159iApproximate average salary by contribution assumption: employee only about $278,972 at 4% or $185,982 at 6%; with 50% employer match about $185,982 at 4% or $123,988 at 6%; with 100% employer match about $139,486 at 4% or $92,991 at 6%.
Secf Retirement Plan-19$1,988,923$212,019$11,159iApproximate average salary by contribution assumption: employee only about $278,972 at 4% or $185,982 at 6%; with 50% employer match about $185,982 at 4% or $123,988 at 6%; with 100% employer match about $139,486 at 4% or $92,991 at 6%.
2021120$2,768,150$186,906$9,345iApproximate average salary by contribution assumption: employee only about $233,632 at 4% or $155,755 at 6%; with 50% employer match about $155,755 at 4% or $103,837 at 6%; with 100% employer match about $116,816 at 4% or $77,878 at 6%.
Secf Retirement Plan-20$2,768,150$186,906$9,345iApproximate average salary by contribution assumption: employee only about $233,632 at 4% or $155,755 at 6%; with 50% employer match about $155,755 at 4% or $103,837 at 6%; with 100% employer match about $116,816 at 4% or $77,878 at 6%.
2020120$2,448,036$185,749$9,287iApproximate average salary by contribution assumption: employee only about $232,186 at 4% or $154,791 at 6%; with 50% employer match about $154,791 at 4% or $103,194 at 6%; with 100% employer match about $116,093 at 4% or $77,395 at 6%.
Secf Retirement Plan-20$2,448,036$185,749$9,287iApproximate average salary by contribution assumption: employee only about $232,186 at 4% or $154,791 at 6%; with 50% employer match about $154,791 at 4% or $103,194 at 6%; with 100% employer match about $116,093 at 4% or $77,395 at 6%.
2019120$2,064,791$193,570$9,679iApproximate average salary by contribution assumption: employee only about $241,963 at 4% or $161,308 at 6%; with 50% employer match about $161,308 at 4% or $107,539 at 6%; with 100% employer match about $120,981 at 4% or $80,654 at 6%.
Secf Retirement Plan-20$2,064,791$193,570$9,679iApproximate average salary by contribution assumption: employee only about $241,963 at 4% or $161,308 at 6%; with 50% employer match about $161,308 at 4% or $107,539 at 6%; with 100% employer match about $120,981 at 4% or $80,654 at 6%.
2018118$1,576,433$186,675$10,371iApproximate average salary by contribution assumption: employee only about $259,271 at 4% or $172,847 at 6%; with 50% employer match about $172,847 at 4% or $115,231 at 6%; with 100% employer match about $129,635 at 4% or $86,424 at 6%.
Secf Retirement Plan-18$1,576,433$186,675$10,371iApproximate average salary by contribution assumption: employee only about $259,271 at 4% or $172,847 at 6%; with 50% employer match about $172,847 at 4% or $115,231 at 6%; with 100% employer match about $129,635 at 4% or $86,424 at 6%.
2017117$1,529,447$221,801$13,047iApproximate average salary by contribution assumption: employee only about $326,178 at 4% or $217,452 at 6%; with 50% employer match about $217,452 at 4% or $144,968 at 6%; with 100% employer match about $163,089 at 4% or $108,726 at 6%.
Secf Retirement Plan-17$1,529,447$221,801$13,047iApproximate average salary by contribution assumption: employee only about $326,178 at 4% or $217,452 at 6%; with 50% employer match about $217,452 at 4% or $144,968 at 6%; with 100% employer match about $163,089 at 4% or $108,726 at 6%.
2016116$1,198,146$140,406$8,775iApproximate average salary by contribution assumption: employee only about $219,384 at 4% or $146,256 at 6%; with 50% employer match about $146,256 at 4% or $97,504 at 6%; with 100% employer match about $109,692 at 4% or $73,128 at 6%.
Secf Retirement Plan-16$1,198,146$140,406$8,775iApproximate average salary by contribution assumption: employee only about $219,384 at 4% or $146,256 at 6%; with 50% employer match about $146,256 at 4% or $97,504 at 6%; with 100% employer match about $109,692 at 4% or $73,128 at 6%.
2015116$1,216,757$125,540$7,846iApproximate average salary by contribution assumption: employee only about $196,156 at 4% or $130,771 at 6%; with 50% employer match about $130,771 at 4% or $87,181 at 6%; with 100% employer match about $98,078 at 4% or $65,385 at 6%.
Secf Retirement Plan-16$1,216,757$125,540$7,846iApproximate average salary by contribution assumption: employee only about $196,156 at 4% or $130,771 at 6%; with 50% employer match about $130,771 at 4% or $87,181 at 6%; with 100% employer match about $98,078 at 4% or $65,385 at 6%.
2013114$1,239,623$94,088$6,721iApproximate average salary by contribution assumption: employee only about $168,014 at 4% or $112,010 at 6%; with 50% employer match about $112,010 at 4% or $74,673 at 6%; with 100% employer match about $84,007 at 4% or $56,005 at 6%.
Secf Retirement Plan-14$1,239,623$94,088$6,721iApproximate average salary by contribution assumption: employee only about $168,014 at 4% or $112,010 at 6%; with 50% employer match about $112,010 at 4% or $74,673 at 6%; with 100% employer match about $84,007 at 4% or $56,005 at 6%.
2012111$949,584$84,533$7,685iApproximate average salary by contribution assumption: employee only about $192,120 at 4% or $128,080 at 6%; with 50% employer match about $128,080 at 4% or $85,387 at 6%; with 100% employer match about $96,060 at 4% or $64,040 at 6%.
Secf Retirement Plan-11$949,584$84,533$7,685iApproximate average salary by contribution assumption: employee only about $192,120 at 4% or $128,080 at 6%; with 50% employer match about $128,080 at 4% or $85,387 at 6%; with 100% employer match about $96,060 at 4% or $64,040 at 6%.
2011112$832,290$72,502$6,042iApproximate average salary by contribution assumption: employee only about $151,046 at 4% or $100,697 at 6%; with 50% employer match about $100,697 at 4% or $67,131 at 6%; with 100% employer match about $75,523 at 4% or $50,349 at 6%.
Secf Retirement Plan-12$832,290$72,502$6,042iApproximate average salary by contribution assumption: employee only about $151,046 at 4% or $100,697 at 6%; with 50% employer match about $100,697 at 4% or $67,131 at 6%; with 100% employer match about $75,523 at 4% or $50,349 at 6%.
2009111$676,136$82,373$7,488iApproximate average salary by contribution assumption: employee only about $187,211 at 4% or $124,808 at 6%; with 50% employer match about $124,808 at 4% or $83,205 at 6%; with 100% employer match about $93,606 at 4% or $62,404 at 6%.
Secf Retirement Plan-11$676,136$82,373$7,488iApproximate average salary by contribution assumption: employee only about $187,211 at 4% or $124,808 at 6%; with 50% employer match about $124,808 at 4% or $83,205 at 6%; with 100% employer match about $93,606 at 4% or $62,404 at 6%.
200810$0$0-
Philanthropy Southeast Retirement Plan-0---
200720$0$0-
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200610$0$0-
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200410$0$0-
Philanthropy Southeast Retirement Plan-0---
200310$0$0-
Philanthropy Southeast Retirement Plan-0---
200210$0$0-
Philanthropy Southeast Retirement Plan-0---
200110$0$0-
Philanthropy Southeast Retirement Plan-0---
199910$0$0-
Philanthropy Southeast Retirement Plan-0---