Civic Intelligence

THE EDUCATIONAL FOUNDATION, INC.

Plan context: THE EDUCATIONAL FOUNDATION, INC. 401K PLAN

EIN 56-6058412 • Chapel Hill, NC • 12 filings • 3 plans

View Related Profile

450 Skipper Bowles DriveChapel Hill, NC 27517
Current Snapshot

Latest Year

2024

2024 Participants

47

2024 Assets

$7,677,511

2024 Contributions

$757,763

Historical Graphs

Total Assets Over Time

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

$7,677,511$3,838,756$0201320192024YearValue
$7,677,511Latest year 2024

Participants Over Time

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

47240201320192024YearValue
47Latest 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
2024147$7,677,511$757,763$16,123iApproximate average salary by contribution assumption: employee only about $403,065 at 4% or $268,710 at 6%; with 50% employer match about $268,710 at 4% or $179,140 at 6%; with 100% employer match about $201,533 at 4% or $134,355 at 6%.
THE EDUCATIONAL FOUNDATION, INC. 401K PLAN-47$7,677,511$757,763$16,123iApproximate average salary by contribution assumption: employee only about $403,065 at 4% or $268,710 at 6%; with 50% employer match about $268,710 at 4% or $179,140 at 6%; with 100% employer match about $201,533 at 4% or $134,355 at 6%.
2023142$6,188,154$636,339$15,151iApproximate average salary by contribution assumption: employee only about $378,773 at 4% or $252,515 at 6%; with 50% employer match about $252,515 at 4% or $168,344 at 6%; with 100% employer match about $189,387 at 4% or $126,258 at 6%.
THE EDUCATIONAL FOUNDATION, INC. 401K PLAN-42$6,188,154$636,339$15,151iApproximate average salary by contribution assumption: employee only about $378,773 at 4% or $252,515 at 6%; with 50% employer match about $252,515 at 4% or $168,344 at 6%; with 100% employer match about $189,387 at 4% or $126,258 at 6%.
2022141$4,860,223$608,479$14,841iApproximate average salary by contribution assumption: employee only about $371,024 at 4% or $247,349 at 6%; with 50% employer match about $247,349 at 4% or $164,899 at 6%; with 100% employer match about $185,512 at 4% or $123,675 at 6%.
THE EDUCATIONAL FOUNDATION, INC. 401K PLAN-41$4,860,223$608,479$14,841iApproximate average salary by contribution assumption: employee only about $371,024 at 4% or $247,349 at 6%; with 50% employer match about $247,349 at 4% or $164,899 at 6%; with 100% employer match about $185,512 at 4% or $123,675 at 6%.
2021140$5,244,990$581,083$14,527iApproximate average salary by contribution assumption: employee only about $363,177 at 4% or $242,118 at 6%; with 50% employer match about $242,118 at 4% or $161,412 at 6%; with 100% employer match about $181,588 at 4% or $121,059 at 6%.
THE EDUCATIONAL FOUNDATION, INC. 401(K) PLAN-40$5,244,990$581,083$14,527iApproximate average salary by contribution assumption: employee only about $363,177 at 4% or $242,118 at 6%; with 50% employer match about $242,118 at 4% or $161,412 at 6%; with 100% employer match about $181,588 at 4% or $121,059 at 6%.
2020138$4,559,666$621,258$16,349iApproximate average salary by contribution assumption: employee only about $408,722 at 4% or $272,482 at 6%; with 50% employer match about $272,482 at 4% or $181,654 at 6%; with 100% employer match about $204,361 at 4% or $136,241 at 6%.
THE EDUCATIONAL FOUNDATION, INC. 401(K) PLAN-38$4,559,666$621,258$16,349iApproximate average salary by contribution assumption: employee only about $408,722 at 4% or $272,482 at 6%; with 50% employer match about $272,482 at 4% or $181,654 at 6%; with 100% employer match about $204,361 at 4% or $136,241 at 6%.
2019139$3,697,501$590,110$15,131iApproximate average salary by contribution assumption: employee only about $378,276 at 4% or $252,184 at 6%; with 50% employer match about $252,184 at 4% or $168,123 at 6%; with 100% employer match about $189,138 at 4% or $126,092 at 6%.
THE EDUCATIONAL FOUNDATION, INC. 401(K) PLAN-39$3,697,501$590,110$15,131iApproximate average salary by contribution assumption: employee only about $378,276 at 4% or $252,184 at 6%; with 50% employer match about $252,184 at 4% or $168,123 at 6%; with 100% employer match about $189,138 at 4% or $126,092 at 6%.
2018140$2,674,359$577,519$14,438iApproximate average salary by contribution assumption: employee only about $360,949 at 4% or $240,633 at 6%; with 50% employer match about $240,633 at 4% or $160,422 at 6%; with 100% employer match about $180,475 at 4% or $120,316 at 6%.
EDUCATIONAL FOUNDATION, INC. 401(K) PLAN-40$2,674,359$577,519$14,438iApproximate average salary by contribution assumption: employee only about $360,949 at 4% or $240,633 at 6%; with 50% employer match about $240,633 at 4% or $160,422 at 6%; with 100% employer match about $180,475 at 4% or $120,316 at 6%.
2017140$2,375,012$565,448$14,136iApproximate average salary by contribution assumption: employee only about $353,405 at 4% or $235,603 at 6%; with 50% employer match about $235,603 at 4% or $157,069 at 6%; with 100% employer match about $176,703 at 4% or $117,802 at 6%.
EDUCATIONAL FOUNDATION, INC. 401(K) PLAN-40$2,375,012$565,448$14,136iApproximate average salary by contribution assumption: employee only about $353,405 at 4% or $235,603 at 6%; with 50% employer match about $235,603 at 4% or $157,069 at 6%; with 100% employer match about $176,703 at 4% or $117,802 at 6%.
2016140$1,526,926$475,455$11,886iApproximate average salary by contribution assumption: employee only about $297,159 at 4% or $198,106 at 6%; with 50% employer match about $198,106 at 4% or $132,071 at 6%; with 100% employer match about $148,580 at 4% or $99,053 at 6%.
EDUCATIONAL FOUNDATION, INC. 401(K) PLAN-40$1,526,926$475,455$11,886iApproximate average salary by contribution assumption: employee only about $297,159 at 4% or $198,106 at 6%; with 50% employer match about $198,106 at 4% or $132,071 at 6%; with 100% employer match about $148,580 at 4% or $99,053 at 6%.
2015130$971,435$408,615$13,621iApproximate average salary by contribution assumption: employee only about $340,513 at 4% or $227,008 at 6%; with 50% employer match about $227,008 at 4% or $151,339 at 6%; with 100% employer match about $170,256 at 4% or $113,504 at 6%.
EDUCATIONAL FOUNDATION, INC. 401(K) PLAN-30$971,435$408,615$13,621iApproximate average salary by contribution assumption: employee only about $340,513 at 4% or $227,008 at 6%; with 50% employer match about $227,008 at 4% or $151,339 at 6%; with 100% employer match about $170,256 at 4% or $113,504 at 6%.
2014127$587,297$349,799$12,956iApproximate average salary by contribution assumption: employee only about $323,888 at 4% or $215,925 at 6%; with 50% employer match about $215,925 at 4% or $143,950 at 6%; with 100% employer match about $161,944 at 4% or $107,963 at 6%.
EDUCATIONAL FOUNDATION, INC. 401(K) PLAN-27$587,297$349,799$12,956iApproximate average salary by contribution assumption: employee only about $323,888 at 4% or $215,925 at 6%; with 50% employer match about $215,925 at 4% or $143,950 at 6%; with 100% employer match about $161,944 at 4% or $107,963 at 6%.
2013125$218,083$207,682$8,307iApproximate average salary by contribution assumption: employee only about $207,682 at 4% or $138,455 at 6%; with 50% employer match about $138,455 at 4% or $92,303 at 6%; with 100% employer match about $103,841 at 4% or $69,227 at 6%.
EDUCATIONAL FOUNDATION, INC. 401(K) PLAN-25$218,083$207,682$8,307iApproximate average salary by contribution assumption: employee only about $207,682 at 4% or $138,455 at 6%; with 50% employer match about $138,455 at 4% or $92,303 at 6%; with 100% employer match about $103,841 at 4% or $69,227 at 6%.