The Citadel Foundation Inc.
Plan context: The Citadel Foundation 401(K) Plan
EIN 57-6020493 • Charleston, SC • 27 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
46
2024 Assets
$12,173,254
2024 Contributions
$1,270,950
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 | 46 | $12,173,254 | $1,270,950 | $27,629iApproximate average salary by contribution assumption: employee only about $690,734 at 4% or $460,489 at 6%; with 50% employer match about $460,489 at 4% or $306,993 at 6%; with 100% employer match about $345,367 at 4% or $230,245 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 46 | $12,173,254 | $1,270,950 | $27,629iApproximate average salary by contribution assumption: employee only about $690,734 at 4% or $460,489 at 6%; with 50% employer match about $460,489 at 4% or $306,993 at 6%; with 100% employer match about $345,367 at 4% or $230,245 at 6%. |
| 2023 | 1 | 46 | $9,734,239 | $963,600 | $20,948iApproximate average salary by contribution assumption: employee only about $523,696 at 4% or $349,130 at 6%; with 50% employer match about $349,130 at 4% or $232,754 at 6%; with 100% employer match about $261,848 at 4% or $174,565 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 46 | $9,734,239 | $963,600 | $20,948iApproximate average salary by contribution assumption: employee only about $523,696 at 4% or $349,130 at 6%; with 50% employer match about $349,130 at 4% or $232,754 at 6%; with 100% employer match about $261,848 at 4% or $174,565 at 6%. |
| 2022 | 1 | 43 | $7,349,206 | $1,193,579 | $27,758iApproximate average salary by contribution assumption: employee only about $693,941 at 4% or $462,628 at 6%; with 50% employer match about $462,628 at 4% or $308,418 at 6%; with 100% employer match about $346,971 at 4% or $231,314 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 43 | $7,349,206 | $1,193,579 | $27,758iApproximate average salary by contribution assumption: employee only about $693,941 at 4% or $462,628 at 6%; with 50% employer match about $462,628 at 4% or $308,418 at 6%; with 100% employer match about $346,971 at 4% or $231,314 at 6%. |
| 2021 | 1 | 46 | $7,934,161 | $541,073 | $11,762iApproximate average salary by contribution assumption: employee only about $294,061 at 4% or $196,041 at 6%; with 50% employer match about $196,041 at 4% or $130,694 at 6%; with 100% employer match about $147,031 at 4% or $98,020 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 46 | $7,934,161 | $541,073 | $11,762iApproximate average salary by contribution assumption: employee only about $294,061 at 4% or $196,041 at 6%; with 50% employer match about $196,041 at 4% or $130,694 at 6%; with 100% employer match about $147,031 at 4% or $98,020 at 6%. |
| 2020 | 1 | 50 | $7,108,454 | $1,104,524 | $22,090iApproximate average salary by contribution assumption: employee only about $552,262 at 4% or $368,175 at 6%; with 50% employer match about $368,175 at 4% or $245,450 at 6%; with 100% employer match about $276,131 at 4% or $184,087 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 50 | $7,108,454 | $1,104,524 | $22,090iApproximate average salary by contribution assumption: employee only about $552,262 at 4% or $368,175 at 6%; with 50% employer match about $368,175 at 4% or $245,450 at 6%; with 100% employer match about $276,131 at 4% or $184,087 at 6%. |
| 2019 | 1 | 53 | $5,207,623 | $774,412 | $14,612iApproximate average salary by contribution assumption: employee only about $365,289 at 4% or $243,526 at 6%; with 50% employer match about $243,526 at 4% or $162,351 at 6%; with 100% employer match about $182,644 at 4% or $121,763 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 53 | $5,207,623 | $774,412 | $14,612iApproximate average salary by contribution assumption: employee only about $365,289 at 4% or $243,526 at 6%; with 50% employer match about $243,526 at 4% or $162,351 at 6%; with 100% employer match about $182,644 at 4% or $121,763 at 6%. |
| 2018 | 1 | 47 | $4,227,791 | $713,829 | $15,188iApproximate average salary by contribution assumption: employee only about $379,696 at 4% or $253,131 at 6%; with 50% employer match about $253,131 at 4% or $168,754 at 6%; with 100% employer match about $189,848 at 4% or $126,565 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 47 | $4,227,791 | $713,829 | $15,188iApproximate average salary by contribution assumption: employee only about $379,696 at 4% or $253,131 at 6%; with 50% employer match about $253,131 at 4% or $168,754 at 6%; with 100% employer match about $189,848 at 4% or $126,565 at 6%. |
| 2017 | 1 | 48 | $4,474,954 | $675,398 | $14,071iApproximate average salary by contribution assumption: employee only about $351,770 at 4% or $234,513 at 6%; with 50% employer match about $234,513 at 4% or $156,342 at 6%; with 100% employer match about $175,885 at 4% or $117,257 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 48 | $4,474,954 | $675,398 | $14,071iApproximate average salary by contribution assumption: employee only about $351,770 at 4% or $234,513 at 6%; with 50% employer match about $234,513 at 4% or $156,342 at 6%; with 100% employer match about $175,885 at 4% or $117,257 at 6%. |
| 2016 | 1 | 42 | $3,418,165 | $624,599 | $14,871iApproximate average salary by contribution assumption: employee only about $371,785 at 4% or $247,857 at 6%; with 50% employer match about $247,857 at 4% or $165,238 at 6%; with 100% employer match about $185,893 at 4% or $123,928 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 42 | $3,418,165 | $624,599 | $14,871iApproximate average salary by contribution assumption: employee only about $371,785 at 4% or $247,857 at 6%; with 50% employer match about $247,857 at 4% or $165,238 at 6%; with 100% employer match about $185,893 at 4% or $123,928 at 6%. |
| 2015 | 1 | 42 | $2,726,233 | $303,741 | $7,232iApproximate average salary by contribution assumption: employee only about $180,798 at 4% or $120,532 at 6%; with 50% employer match about $120,532 at 4% or $80,355 at 6%; with 100% employer match about $90,399 at 4% or $60,266 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 42 | $2,726,233 | $303,741 | $7,232iApproximate average salary by contribution assumption: employee only about $180,798 at 4% or $120,532 at 6%; with 50% employer match about $120,532 at 4% or $80,355 at 6%; with 100% employer match about $90,399 at 4% or $60,266 at 6%. |
| 2014 | 1 | 49 | $2,774,764 | $509,642 | $10,401iApproximate average salary by contribution assumption: employee only about $260,021 at 4% or $173,348 at 6%; with 50% employer match about $173,348 at 4% or $115,565 at 6%; with 100% employer match about $130,011 at 4% or $86,674 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 49 | $2,774,764 | $509,642 | $10,401iApproximate average salary by contribution assumption: employee only about $260,021 at 4% or $173,348 at 6%; with 50% employer match about $173,348 at 4% or $115,565 at 6%; with 100% employer match about $130,011 at 4% or $86,674 at 6%. |
| 2013 | 1 | 44 | $2,432,055 | $409,209 | $9,300iApproximate average salary by contribution assumption: employee only about $232,505 at 4% or $155,003 at 6%; with 50% employer match about $155,003 at 4% or $103,336 at 6%; with 100% employer match about $116,253 at 4% or $77,502 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 44 | $2,432,055 | $409,209 | $9,300iApproximate average salary by contribution assumption: employee only about $232,505 at 4% or $155,003 at 6%; with 50% employer match about $155,003 at 4% or $103,336 at 6%; with 100% employer match about $116,253 at 4% or $77,502 at 6%. |
| 2012 | 1 | 41 | $2,145,546 | $536,679 | $13,090iApproximate average salary by contribution assumption: employee only about $327,243 at 4% or $218,162 at 6%; with 50% employer match about $218,162 at 4% or $145,441 at 6%; with 100% employer match about $163,622 at 4% or $109,081 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 41 | $2,145,546 | $536,679 | $13,090iApproximate average salary by contribution assumption: employee only about $327,243 at 4% or $218,162 at 6%; with 50% employer match about $218,162 at 4% or $145,441 at 6%; with 100% employer match about $163,622 at 4% or $109,081 at 6%. |
| 2011 | 1 | 40 | $1,477,948 | $250,623 | $6,266iApproximate average salary by contribution assumption: employee only about $156,639 at 4% or $104,426 at 6%; with 50% employer match about $104,426 at 4% or $69,618 at 6%; with 100% employer match about $78,320 at 4% or $52,213 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 40 | $1,477,948 | $250,623 | $6,266iApproximate average salary by contribution assumption: employee only about $156,639 at 4% or $104,426 at 6%; with 50% employer match about $104,426 at 4% or $69,618 at 6%; with 100% employer match about $78,320 at 4% or $52,213 at 6%. |
| 2010 | 1 | 37 | $1,254,143 | $142,933 | $3,863iApproximate average salary by contribution assumption: employee only about $96,576 at 4% or $64,384 at 6%; with 50% employer match about $64,384 at 4% or $42,923 at 6%; with 100% employer match about $48,288 at 4% or $32,192 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 37 | $1,254,143 | $142,933 | $3,863iApproximate average salary by contribution assumption: employee only about $96,576 at 4% or $64,384 at 6%; with 50% employer match about $64,384 at 4% or $42,923 at 6%; with 100% employer match about $48,288 at 4% or $32,192 at 6%. |
| 2009 | 1 | 36 | $1,142,437 | $228,331 | $6,343iApproximate average salary by contribution assumption: employee only about $158,563 at 4% or $105,709 at 6%; with 50% employer match about $105,709 at 4% or $70,473 at 6%; with 100% employer match about $79,282 at 4% or $52,854 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 36 | $1,142,437 | $228,331 | $6,343iApproximate average salary by contribution assumption: employee only about $158,563 at 4% or $105,709 at 6%; with 50% employer match about $105,709 at 4% or $70,473 at 6%; with 100% employer match about $79,282 at 4% or $52,854 at 6%. |
| 2008 | 1 | 22 | $0 | $0 | - |
| The Citadel Foundation 401(K) Plan | - | 22 | - | - | - |
| 2007 | 1 | 23 | $0 | $0 | - |
| The Citadel Foundation 401(K) Plan | - | 23 | - | - | - |
| 2006 | 1 | 25 | $740,092 | $220,882 | $8,835iApproximate average salary by contribution assumption: employee only about $220,882 at 4% or $147,255 at 6%; with 50% employer match about $147,255 at 4% or $98,170 at 6%; with 100% employer match about $110,441 at 4% or $73,627 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 25 | $740,092 | $220,882 | $8,835iApproximate average salary by contribution assumption: employee only about $220,882 at 4% or $147,255 at 6%; with 50% employer match about $147,255 at 4% or $98,170 at 6%; with 100% employer match about $110,441 at 4% or $73,627 at 6%. |
| 2005 | 1 | 24 | $573,399 | $105,802 | $4,408iApproximate average salary by contribution assumption: employee only about $110,210 at 4% or $73,474 at 6%; with 50% employer match about $73,474 at 4% or $48,982 at 6%; with 100% employer match about $55,105 at 4% or $36,737 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 24 | $573,399 | $105,802 | $4,408iApproximate average salary by contribution assumption: employee only about $110,210 at 4% or $73,474 at 6%; with 50% employer match about $73,474 at 4% or $48,982 at 6%; with 100% employer match about $55,105 at 4% or $36,737 at 6%. |
| 2004 | 2 | 20 | $468,329 | $364,672 | $18,234iApproximate average salary by contribution assumption: employee only about $455,840 at 4% or $303,893 at 6%; with 50% employer match about $303,893 at 4% or $202,596 at 6%; with 100% employer match about $227,920 at 4% or $151,947 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 20 | $468,322 | $364,672 | $18,234iApproximate average salary by contribution assumption: employee only about $455,840 at 4% or $303,893 at 6%; with 50% employer match about $303,893 at 4% or $202,596 at 6%; with 100% employer match about $227,920 at 4% or $151,947 at 6%. |
| THE CITADEL FOUNDATION PENSION PLAN | - | 0 | $7 | - | - |
| 2003 | 2 | 17 | $436,884 | $300,041 | $17,649iApproximate average salary by contribution assumption: employee only about $441,237 at 4% or $294,158 at 6%; with 50% employer match about $294,158 at 4% or $196,105 at 6%; with 100% employer match about $220,618 at 4% or $147,079 at 6%. |
| THE CITADEL FOUNDATION PENSION PLAN | - | 8 | $342,898 | $206,055 | $25,757iApproximate average salary by contribution assumption: employee only about $643,922 at 4% or $429,281 at 6%; with 50% employer match about $429,281 at 4% or $286,188 at 6%; with 100% employer match about $321,961 at 4% or $214,641 at 6%. |
| The Citadel Foundation 401(K) Plan | - | 17 | $93,986 | $93,986 | $5,529iApproximate average salary by contribution assumption: employee only about $138,215 at 4% or $92,143 at 6%; with 50% employer match about $92,143 at 4% or $61,429 at 6%; with 100% employer match about $69,107 at 4% or $46,072 at 6%. |
| 2002 | 1 | 9 | $1,038,452 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| THE CITADEL FOUNDATION PENSION PLAN | - | 9 | $1,038,452 | $150,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| 2001 | 1 | 8 | $0 | $0 | - |
| THE CITADEL FOUNDATION PENSION PLAN | - | 8 | - | - | - |
| 2000 | 1 | 8 | $665,383 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| THE CITADEL FOUNDATION PENSION PLAN | - | 8 | $665,383 | $100,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |