Civic Intelligence

WOLFSON & OSMUS LLC

Plan context: 403(B) THRIFT PLAN FOR EMPLOYEES OF GEORGIA BAR FOUNDATION, INC.

EIN 58-0552594 • Atlanta, GA • 15 filings • 5 plans

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104 Marietta St NW Ste 610Atlanta, GA 30303-2743
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$331,065

2024 Contributions

$7,089

Historical Graphs

Total Assets Over Time

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

$331,065$165,533$0200220182024YearValue
$331,065Latest year 2024

Participants Over Time

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

210200220182024YearValue
2Latest 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
202412$331,065$7,089$3,545iApproximate average salary by contribution assumption: employee only about $88,613 at 4% or $59,075 at 6%; with 50% employer match about $59,075 at 4% or $39,383 at 6%; with 100% employer match about $44,306 at 4% or $29,538 at 6%.
403(B) THRIFT PLAN FOR EMPLOYEES OF GEORGIA BAR FOUNDATION, INC.-2$331,065$7,089$3,545iApproximate average salary by contribution assumption: employee only about $88,613 at 4% or $59,075 at 6%; with 50% employer match about $59,075 at 4% or $39,383 at 6%; with 100% employer match about $44,306 at 4% or $29,538 at 6%.
202312$321,769$31,053$15,527iApproximate average salary by contribution assumption: employee only about $388,163 at 4% or $258,775 at 6%; with 50% employer match about $258,775 at 4% or $172,517 at 6%; with 100% employer match about $194,081 at 4% or $129,388 at 6%.
403(B) THRIFT PLAN FOR EMPLOYEES OF GEORGIA BAR FOUNDATION, INC.-2$321,769$31,053$15,527iApproximate average salary by contribution assumption: employee only about $388,163 at 4% or $258,775 at 6%; with 50% employer match about $258,775 at 4% or $172,517 at 6%; with 100% employer match about $194,081 at 4% or $129,388 at 6%.
202222$280,696$45,950$22,975iApproximate average salary by contribution assumption: employee only about $574,375 at 4% or $382,917 at 6%; with 50% employer match about $382,917 at 4% or $255,278 at 6%; with 100% employer match about $287,188 at 4% or $191,458 at 6%.
403(B) THRIFT PLAN FOR EMPLOYEES OF GEORGIA BAR FOUNDATION, INC.-2$279,865$29,964$14,982iApproximate average salary by contribution assumption: employee only about $374,550 at 4% or $249,700 at 6%; with 50% employer match about $249,700 at 4% or $166,467 at 6%; with 100% employer match about $187,275 at 4% or $124,850 at 6%.
WOLFSON & OSMUS LLC GCF BENEFIT PLAN-2$831$15,986$7,993iApproximate average salary by contribution assumption: employee only about $199,825 at 4% or $133,217 at 6%; with 50% employer match about $133,217 at 4% or $88,811 at 6%; with 100% employer match about $99,913 at 4% or $66,608 at 6%.
202122$262,593$38,539$19,270iApproximate average salary by contribution assumption: employee only about $481,738 at 4% or $321,158 at 6%; with 50% employer match about $321,158 at 4% or $214,106 at 6%; with 100% employer match about $240,869 at 4% or $160,579 at 6%.
403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.-2$262,229$31,053$15,527iApproximate average salary by contribution assumption: employee only about $388,163 at 4% or $258,775 at 6%; with 50% employer match about $258,775 at 4% or $172,517 at 6%; with 100% employer match about $194,081 at 4% or $129,388 at 6%.
WOLFSON & OSMUS LLC GCF BENEFIT PLAN-2$364$7,486$3,743iApproximate average salary by contribution assumption: employee only about $93,575 at 4% or $62,383 at 6%; with 50% employer match about $62,383 at 4% or $41,589 at 6%; with 100% employer match about $46,788 at 4% or $31,192 at 6%.
202012$222,706$30,661$15,331iApproximate average salary by contribution assumption: employee only about $383,263 at 4% or $255,508 at 6%; with 50% employer match about $255,508 at 4% or $170,339 at 6%; with 100% employer match about $191,631 at 4% or $127,754 at 6%.
403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.-2$222,706$30,661$15,331iApproximate average salary by contribution assumption: employee only about $383,263 at 4% or $255,508 at 6%; with 50% employer match about $255,508 at 4% or $170,339 at 6%; with 100% employer match about $191,631 at 4% or $127,754 at 6%.
201912$182,992$29,408$14,704iApproximate average salary by contribution assumption: employee only about $367,600 at 4% or $245,067 at 6%; with 50% employer match about $245,067 at 4% or $163,378 at 6%; with 100% employer match about $183,800 at 4% or $122,533 at 6%.
403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.-2$182,992$29,408$14,704iApproximate average salary by contribution assumption: employee only about $367,600 at 4% or $245,067 at 6%; with 50% employer match about $245,067 at 4% or $163,378 at 6%; with 100% employer match about $183,800 at 4% or $122,533 at 6%.
201812$146,502$26,929$13,465iApproximate average salary by contribution assumption: employee only about $336,613 at 4% or $224,408 at 6%; with 50% employer match about $224,408 at 4% or $149,606 at 6%; with 100% employer match about $168,306 at 4% or $112,204 at 6%.
403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.-2$146,502$26,929$13,465iApproximate average salary by contribution assumption: employee only about $336,613 at 4% or $224,408 at 6%; with 50% employer match about $224,408 at 4% or $149,606 at 6%; with 100% employer match about $168,306 at 4% or $112,204 at 6%.
201712$120,320$26,083$13,042iApproximate average salary by contribution assumption: employee only about $326,038 at 4% or $217,358 at 6%; with 50% employer match about $217,358 at 4% or $144,906 at 6%; with 100% employer match about $163,019 at 4% or $108,679 at 6%.
403 B THRIFT PLAN OF GEORGIA BAR FOUNDATION INC-2$120,320$26,083$13,042iApproximate average salary by contribution assumption: employee only about $326,038 at 4% or $217,358 at 6%; with 50% employer match about $217,358 at 4% or $144,906 at 6%; with 100% employer match about $163,019 at 4% or $108,679 at 6%.
201612$91,366$24,083$12,042iApproximate average salary by contribution assumption: employee only about $301,038 at 4% or $200,692 at 6%; with 50% employer match about $200,692 at 4% or $133,794 at 6%; with 100% employer match about $150,519 at 4% or $100,346 at 6%.
403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.-2$91,366$24,083$12,042iApproximate average salary by contribution assumption: employee only about $301,038 at 4% or $200,692 at 6%; with 50% employer match about $200,692 at 4% or $133,794 at 6%; with 100% employer match about $150,519 at 4% or $100,346 at 6%.
201512$65,933$25,375$12,688iApproximate average salary by contribution assumption: employee only about $317,188 at 4% or $211,458 at 6%; with 50% employer match about $211,458 at 4% or $140,972 at 6%; with 100% employer match about $158,594 at 4% or $105,729 at 6%.
403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.-2$65,933$25,375$12,688iApproximate average salary by contribution assumption: employee only about $317,188 at 4% or $211,458 at 6%; with 50% employer match about $211,458 at 4% or $140,972 at 6%; with 100% employer match about $158,594 at 4% or $105,729 at 6%.
201412$40,158$22,484$11,242iApproximate average salary by contribution assumption: employee only about $281,050 at 4% or $187,367 at 6%; with 50% employer match about $187,367 at 4% or $124,911 at 6%; with 100% employer match about $140,525 at 4% or $93,683 at 6%.
403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.-2$40,158$22,484$11,242iApproximate average salary by contribution assumption: employee only about $281,050 at 4% or $187,367 at 6%; with 50% employer match about $187,367 at 4% or $124,911 at 6%; with 100% employer match about $140,525 at 4% or $93,683 at 6%.
201312$17,261$17,247$8,624iApproximate average salary by contribution assumption: employee only about $215,588 at 4% or $143,725 at 6%; with 50% employer match about $143,725 at 4% or $95,817 at 6%; with 100% employer match about $107,794 at 4% or $71,863 at 6%.
403(B) THRIFT PLAN OF GEORGIA BAR FOUNDATION, INC.-2$17,261$17,247$8,624iApproximate average salary by contribution assumption: employee only about $215,588 at 4% or $143,725 at 6%; with 50% employer match about $143,725 at 4% or $95,817 at 6%; with 100% employer match about $107,794 at 4% or $71,863 at 6%.
200212$29,230$29,860$14,930iApproximate average salary by contribution assumption: employee only about $373,250 at 4% or $248,833 at 6%; with 50% employer match about $248,833 at 4% or $165,889 at 6%; with 100% employer match about $186,625 at 4% or $124,417 at 6%.
H. GREELY JOINER, LLC PROFIT SHARING PLAN-2$29,230$29,860$14,930iApproximate average salary by contribution assumption: employee only about $373,250 at 4% or $248,833 at 6%; with 50% employer match about $248,833 at 4% or $165,889 at 6%; with 100% employer match about $186,625 at 4% or $124,417 at 6%.