Civic Intelligence

Independent Scholarship Inc.

Plan context: Tax Deferred Annuity Plan for the Employees of Valwood School

EIN 58-6074366 • Hahira, GA • 15 filings • 4 plans

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4380 Old US 41 NHahira, GA 31632-4199
Current Snapshot

Latest Year

2023

2023 Participants

40

2023 Assets

$1,272,144

2023 Contributions

$27,818

Historical Graphs

Total Assets Over Time

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

$1,782,459$891,230$0200920162023YearValue
$1,272,144Latest year 2023

Participants Over Time

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

40200200920162023YearValue
40Latest year 2023

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
2023240$1,272,144$27,818$695iApproximate average salary by contribution assumption: employee only about $17,386 at 4% or $11,591 at 6%; with 50% employer match about $11,591 at 4% or $7,727 at 6%; with 100% employer match about $8,693 at 4% or $5,795 at 6%.
Tax Deferred Annuity Plan for the Employees of Valwood School-40$1,272,144$11,818$295iApproximate average salary by contribution assumption: employee only about $7,386 at 4% or $4,924 at 6%; with 50% employer match about $4,924 at 4% or $3,283 at 6%; with 100% employer match about $3,693 at 4% or $2,462 at 6%.
VALWOOD SCHOOL 403(B) TDA PLAN-0$0$16,000-
2022235$1,716,044$30,064$859iApproximate average salary by contribution assumption: employee only about $21,474 at 4% or $14,316 at 6%; with 50% employer match about $14,316 at 4% or $9,544 at 6%; with 100% employer match about $10,737 at 4% or $7,158 at 6%.
Tax Deferred Annuity Plan for the Employees of Valwood School-35$1,124,803$11,817$338iApproximate average salary by contribution assumption: employee only about $8,441 at 4% or $5,627 at 6%; with 50% employer match about $5,627 at 4% or $3,751 at 6%; with 100% employer match about $4,220 at 4% or $2,814 at 6%.
VALWOOD SCHOOL 403(B) TDA PLAN-18$591,241$18,247$1,014iApproximate average salary by contribution assumption: employee only about $25,343 at 4% or $16,895 at 6%; with 50% employer match about $16,895 at 4% or $11,264 at 6%; with 100% employer match about $12,672 at 4% or $8,448 at 6%.
2021238$1,782,459$39,271$1,033iApproximate average salary by contribution assumption: employee only about $25,836 at 4% or $17,224 at 6%; with 50% employer match about $17,224 at 4% or $11,483 at 6%; with 100% employer match about $12,918 at 4% or $8,612 at 6%.
Tax Deferred Annuity Plan for the Employees of Valwood School-38$1,111,509$17,346$456iApproximate average salary by contribution assumption: employee only about $11,412 at 4% or $7,608 at 6%; with 50% employer match about $7,608 at 4% or $5,072 at 6%; with 100% employer match about $5,706 at 4% or $3,804 at 6%.
VALWOOD SCHOOL 403(B) TDA PLAN-18$670,950$21,925$1,218iApproximate average salary by contribution assumption: employee only about $30,451 at 4% or $20,301 at 6%; with 50% employer match about $20,301 at 4% or $13,534 at 6%; with 100% employer match about $15,226 at 4% or $10,150 at 6%.
201710$0$324,564-
Independent Scholarship Inc. Employee Group-0-$324,564-
2016138$6,560$324,015$8,527iApproximate average salary by contribution assumption: employee only about $213,168 at 4% or $142,112 at 6%; with 50% employer match about $142,112 at 4% or $94,741 at 6%; with 100% employer match about $106,584 at 4% or $71,056 at 6%.
Independent Scholarship Inc. Employee Group-38$6,560$324,015$8,527iApproximate average salary by contribution assumption: employee only about $213,168 at 4% or $142,112 at 6%; with 50% employer match about $142,112 at 4% or $94,741 at 6%; with 100% employer match about $106,584 at 4% or $71,056 at 6%.
2015137$8,855$25,933$701iApproximate average salary by contribution assumption: employee only about $17,522 at 4% or $11,682 at 6%; with 50% employer match about $11,682 at 4% or $7,788 at 6%; with 100% employer match about $8,761 at 4% or $5,841 at 6%.
Independent Scholarship Inc. Employee Group-37$8,855$25,933$701iApproximate average salary by contribution assumption: employee only about $17,522 at 4% or $11,682 at 6%; with 50% employer match about $11,682 at 4% or $7,788 at 6%; with 100% employer match about $8,761 at 4% or $5,841 at 6%.
2010140$843,547$40,257$1,006iApproximate average salary by contribution assumption: employee only about $25,161 at 4% or $16,774 at 6%; with 50% employer match about $16,774 at 4% or $11,183 at 6%; with 100% employer match about $12,580 at 4% or $8,387 at 6%.
Tax Deferred Annuity Plan for the Employees of Valwood School-40$843,547$40,257$1,006iApproximate average salary by contribution assumption: employee only about $25,161 at 4% or $16,774 at 6%; with 50% employer match about $16,774 at 4% or $11,183 at 6%; with 100% employer match about $12,580 at 4% or $8,387 at 6%.
2009139$843,547$40,257$1,032iApproximate average salary by contribution assumption: employee only about $25,806 at 4% or $17,204 at 6%; with 50% employer match about $17,204 at 4% or $11,469 at 6%; with 100% employer match about $12,903 at 4% or $8,602 at 6%.
Tax Deferred Annuity Plan for the Employees of Valwood School-39$843,547$40,257$1,032iApproximate average salary by contribution assumption: employee only about $25,806 at 4% or $17,204 at 6%; with 50% employer match about $17,204 at 4% or $11,469 at 6%; with 100% employer match about $12,903 at 4% or $8,602 at 6%.
200810$0$0-
Tax Deferred Annuity Plan for the Employees of Valwood School-0---
200710$0$0-
Tax Deferred Annuity Plan for the Employees of Valwood School-0---
200610$0$0-
Tax Deferred Annuity Plan for the Employees of Valwood School-0---
200510$0$0-
Tax Deferred Annuity Plan for the Employees of Valwood School-0---