Civic Intelligence

American Lung Association

Plan context: 403(B) THRIFT PLAN OF AMERICAN LUNG ASSOCIATION OF THE SOUTHEAST, INCORPORATED

EIN 59-0662271 • Jacksonville, FL • 40 filings • 14 plans

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6852 Belfort Oaks PlJacksonville, FL 32216-6241
Current Snapshot

Latest Year

2019

2019 Participants

81

2019 Assets

$2,551,395

2019 Contributions

$396,881

Historical Graphs

Total Assets Over Time

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

$7,670,123$3,835,062$0199920112018YearValue
$2,551,395Latest year 2018

Participants Over Time

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

81410199920092018YearValue
81Latest year 2018

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
201920$0$0-
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-0$0--
403(B) THRIFT PLAN OF AMERICAN LUNG ASSOCIATION OF THE SOUTHEAST, INCORPORATED-0$0$0-
2018281$2,551,395$396,881$4,900iApproximate average salary by contribution assumption: employee only about $122,494 at 4% or $81,663 at 6%; with 50% employer match about $81,663 at 4% or $54,442 at 6%; with 100% employer match about $61,247 at 4% or $40,831 at 6%.
403(B) THRIFT PLAN OF AMERICAN LUNG ASSOCIATION OF THE SOUTHEAST, INCORPORATED-81$1,653,180$396,881$4,900iApproximate average salary by contribution assumption: employee only about $122,494 at 4% or $81,663 at 6%; with 50% employer match about $81,663 at 4% or $54,442 at 6%; with 100% employer match about $61,247 at 4% or $40,831 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-20$898,215$0-
2017272$2,221,144$534,625$7,425iApproximate average salary by contribution assumption: employee only about $185,634 at 4% or $123,756 at 6%; with 50% employer match about $123,756 at 4% or $82,504 at 6%; with 100% employer match about $92,817 at 4% or $61,878 at 6%.
403(B) THRIFT PLAN OF AMERICAN LUNG ASSOCIATION OF THE SOUTHEAST, INCORPORATED-72$1,296,484$534,625$7,425iApproximate average salary by contribution assumption: employee only about $185,634 at 4% or $123,756 at 6%; with 50% employer match about $123,756 at 4% or $82,504 at 6%; with 100% employer match about $92,817 at 4% or $61,878 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-18$924,660$0-
2016365$1,583,260$655,660$10,087iApproximate average salary by contribution assumption: employee only about $252,177 at 4% or $168,118 at 6%; with 50% employer match about $168,118 at 4% or $112,079 at 6%; with 100% employer match about $126,088 at 4% or $84,059 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-18$858,846$0-
403(B) THRIFT PLAN OF AMERICAN LUNG ASSOCIATION OF THE SOUTHEAST, INCORPORATED-65$724,414$312,928$4,814iApproximate average salary by contribution assumption: employee only about $120,357 at 4% or $80,238 at 6%; with 50% employer match about $80,238 at 4% or $53,492 at 6%; with 100% employer match about $60,178 at 4% or $40,119 at 6%.
American Lung Association Retirement Plan D-0$0$342,732-
2015372$7,235,788$610,617$8,481iApproximate average salary by contribution assumption: employee only about $212,020 at 4% or $141,347 at 6%; with 50% employer match about $141,347 at 4% or $94,231 at 6%; with 100% employer match about $106,010 at 4% or $70,673 at 6%.
American Lung Association Retirement Plan D-72$5,885,636$315,000$4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-20$968,508$30,264$1,513iApproximate average salary by contribution assumption: employee only about $37,830 at 4% or $25,220 at 6%; with 50% employer match about $25,220 at 4% or $16,813 at 6%; with 100% employer match about $18,915 at 4% or $12,610 at 6%.
403(B) THRIFT PLAN OF AMERICAN LUNG ASSOCIATION OF THE SOUTHEAST, INCORP-66$381,644$265,353$4,021iApproximate average salary by contribution assumption: employee only about $100,513 at 4% or $67,008 at 6%; with 50% employer match about $67,008 at 4% or $44,672 at 6%; with 100% employer match about $50,256 at 4% or $33,504 at 6%.
2014377$6,908,909$401,399$5,213iApproximate average salary by contribution assumption: employee only about $130,324 at 4% or $86,883 at 6%; with 50% employer match about $86,883 at 4% or $57,922 at 6%; with 100% employer match about $65,162 at 4% or $43,441 at 6%.
American Lung Association Retirement Plan D-77$5,795,446$300,361$3,901iApproximate average salary by contribution assumption: employee only about $97,520 at 4% or $65,013 at 6%; with 50% employer match about $65,013 at 4% or $43,342 at 6%; with 100% employer match about $48,760 at 4% or $32,507 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-36$981,091$50,652$1,407iApproximate average salary by contribution assumption: employee only about $35,175 at 4% or $23,450 at 6%; with 50% employer match about $23,450 at 4% or $15,633 at 6%; with 100% employer match about $17,588 at 4% or $11,725 at 6%.
403(B) THRIFT PLAN OF AMERICAN LUNG ASSOCIATION OF THE SOUTHEAST, INCOR-36$132,372$50,386$1,400iApproximate average salary by contribution assumption: employee only about $34,990 at 4% or $23,327 at 6%; with 50% employer match about $23,327 at 4% or $15,551 at 6%; with 100% employer match about $17,495 at 4% or $11,663 at 6%.
2013336$7,670,123$250,516$6,959iApproximate average salary by contribution assumption: employee only about $173,969 at 4% or $115,980 at 6%; with 50% employer match about $115,980 at 4% or $77,320 at 6%; with 100% employer match about $86,985 at 4% or $57,990 at 6%.
American Lung Association Retirement Plan D-14$6,519,490$159,639$11,403iApproximate average salary by contribution assumption: employee only about $285,070 at 4% or $190,046 at 6%; with 50% employer match about $190,046 at 4% or $126,698 at 6%; with 100% employer match about $142,535 at 4% or $95,023 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-36$1,044,026$53,870$1,496iApproximate average salary by contribution assumption: employee only about $37,410 at 4% or $24,940 at 6%; with 50% employer match about $24,940 at 4% or $16,627 at 6%; with 100% employer match about $18,705 at 4% or $12,470 at 6%.
403(B) THRIFT PLAN OF AMERICAN LUNG ASSOCIATION OF THE SOUTHEAST, INCOR-17$106,607$37,007$2,177iApproximate average salary by contribution assumption: employee only about $54,422 at 4% or $36,281 at 6%; with 50% employer match about $36,281 at 4% or $24,188 at 6%; with 100% employer match about $27,211 at 4% or $18,141 at 6%.
2012337$7,328,840$554,352$14,982iApproximate average salary by contribution assumption: employee only about $374,562 at 4% or $249,708 at 6%; with 50% employer match about $249,708 at 4% or $166,472 at 6%; with 100% employer match about $187,281 at 4% or $124,854 at 6%.
American Lung Association Retirement Plan D-17$6,335,358$418,600$24,624iApproximate average salary by contribution assumption: employee only about $615,588 at 4% or $410,392 at 6%; with 50% employer match about $410,392 at 4% or $273,595 at 6%; with 100% employer match about $307,794 at 4% or $205,196 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-37$921,042$94,325$2,549iApproximate average salary by contribution assumption: employee only about $63,733 at 4% or $42,489 at 6%; with 50% employer match about $42,489 at 4% or $28,326 at 6%; with 100% employer match about $31,867 at 4% or $21,244 at 6%.
403(B) THRIFT PLAN OF AMERICAN LUNG ASSOCIATION OF THE SOUTHEAST-15$72,440$41,427$2,762iApproximate average salary by contribution assumption: employee only about $69,045 at 4% or $46,030 at 6%; with 50% employer match about $46,030 at 4% or $30,687 at 6%; with 100% employer match about $34,523 at 4% or $23,015 at 6%.
2011339$6,794,758$612,579$15,707iApproximate average salary by contribution assumption: employee only about $392,679 at 4% or $261,786 at 6%; with 50% employer match about $261,786 at 4% or $174,524 at 6%; with 100% employer match about $196,339 at 4% or $130,893 at 6%.
American Lung Association Retirement Plan D-21$5,892,087$485,140$23,102iApproximate average salary by contribution assumption: employee only about $577,548 at 4% or $385,032 at 6%; with 50% employer match about $385,032 at 4% or $256,688 at 6%; with 100% employer match about $288,774 at 4% or $192,516 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-39$871,658$104,230$2,673iApproximate average salary by contribution assumption: employee only about $66,814 at 4% or $44,543 at 6%; with 50% employer match about $44,543 at 4% or $29,695 at 6%; with 100% employer match about $33,407 at 4% or $22,271 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-12$31,013$23,209$1,934iApproximate average salary by contribution assumption: employee only about $48,352 at 4% or $32,235 at 6%; with 50% employer match about $32,235 at 4% or $21,490 at 6%; with 100% employer match about $24,176 at 4% or $16,117 at 6%.
2010340$5,994,291$656,793$16,420iApproximate average salary by contribution assumption: employee only about $410,496 at 4% or $273,664 at 6%; with 50% employer match about $273,664 at 4% or $182,443 at 6%; with 100% employer match about $205,248 at 4% or $136,832 at 6%.
American Lung Association Retirement Plan D-29$5,207,200$528,700$18,231iApproximate average salary by contribution assumption: employee only about $455,776 at 4% or $303,851 at 6%; with 50% employer match about $303,851 at 4% or $202,567 at 6%; with 100% employer match about $227,888 at 4% or $151,925 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-40$777,529$116,110$2,903iApproximate average salary by contribution assumption: employee only about $72,569 at 4% or $48,379 at 6%; with 50% employer match about $48,379 at 4% or $32,253 at 6%; with 100% employer match about $36,284 at 4% or $24,190 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-7$9,562$11,983$1,712iApproximate average salary by contribution assumption: employee only about $42,796 at 4% or $28,531 at 6%; with 50% employer match about $28,531 at 4% or $19,021 at 6%; with 100% employer match about $21,398 at 4% or $14,265 at 6%.
2009348$5,871,259$440,837$9,184iApproximate average salary by contribution assumption: employee only about $229,603 at 4% or $153,068 at 6%; with 50% employer match about $153,068 at 4% or $102,046 at 6%; with 100% employer match about $114,801 at 4% or $76,534 at 6%.
American Lung Association Retirement Plan D-48$4,883,622$340,000$7,083iApproximate average salary by contribution assumption: employee only about $177,083 at 4% or $118,056 at 6%; with 50% employer match about $118,056 at 4% or $78,704 at 6%; with 100% employer match about $88,542 at 4% or $59,028 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-40$987,568$100,764$2,519iApproximate average salary by contribution assumption: employee only about $62,978 at 4% or $41,985 at 6%; with 50% employer match about $41,985 at 4% or $27,990 at 6%; with 100% employer match about $31,489 at 4% or $20,993 at 6%.
Tax Deferred Annuity Plan of American Lung Association of the Southeast, Incorp-1$69$73$73iApproximate average salary by contribution assumption: employee only about $1,825 at 4% or $1,217 at 6%; with 50% employer match about $1,217 at 4% or $811 at 6%; with 100% employer match about $913 at 4% or $608 at 6%.
2008156$4,125,307$375,000$6,696iApproximate average salary by contribution assumption: employee only about $167,411 at 4% or $111,607 at 6%; with 50% employer match about $111,607 at 4% or $74,405 at 6%; with 100% employer match about $83,705 at 4% or $55,804 at 6%.
American Lung Association Retirement Plan D-56$4,125,307$375,000$6,696iApproximate average salary by contribution assumption: employee only about $167,411 at 4% or $111,607 at 6%; with 50% employer match about $111,607 at 4% or $74,405 at 6%; with 100% employer match about $83,705 at 4% or $55,804 at 6%.
2007155$0$0-
American Lung Association Retirement Plan D-55---
2006141$3,897,587$425,000$10,366iApproximate average salary by contribution assumption: employee only about $259,146 at 4% or $172,764 at 6%; with 50% employer match about $172,764 at 4% or $115,176 at 6%; with 100% employer match about $129,573 at 4% or $86,382 at 6%.
American Lung Association Retirement Plan D-41$3,897,587$425,000$10,366iApproximate average salary by contribution assumption: employee only about $259,146 at 4% or $172,764 at 6%; with 50% employer match about $172,764 at 4% or $115,176 at 6%; with 100% employer match about $129,573 at 4% or $86,382 at 6%.
2005160$3,692,579$325,000$5,417iApproximate average salary by contribution assumption: employee only about $135,417 at 4% or $90,278 at 6%; with 50% employer match about $90,278 at 4% or $60,185 at 6%; with 100% employer match about $67,708 at 4% or $45,139 at 6%.
American Lung Association Retirement Plan D-60$3,692,579$325,000$5,417iApproximate average salary by contribution assumption: employee only about $135,417 at 4% or $90,278 at 6%; with 50% employer match about $90,278 at 4% or $60,185 at 6%; with 100% employer match about $67,708 at 4% or $45,139 at 6%.
2004156$4,288,461$332,000$5,929iApproximate average salary by contribution assumption: employee only about $148,214 at 4% or $98,810 at 6%; with 50% employer match about $98,810 at 4% or $65,873 at 6%; with 100% employer match about $74,107 at 4% or $49,405 at 6%.
American Lung Association Retirement Plan D-56$4,288,461$332,000$5,929iApproximate average salary by contribution assumption: employee only about $148,214 at 4% or $98,810 at 6%; with 50% employer match about $98,810 at 4% or $65,873 at 6%; with 100% employer match about $74,107 at 4% or $49,405 at 6%.
2003164$0$0-
American Lung Association Retirement Plan D-64---
2002119$0$0-
American Lung Association Retirement Plan D-19---
2001117$0$0-
American Lung Association Retirement Plan D-17---
2000113$0$0-
American Lung Association Retirement Plan D-13---
1999118$868,746$37,000$2,056iApproximate average salary by contribution assumption: employee only about $51,389 at 4% or $34,259 at 6%; with 50% employer match about $34,259 at 4% or $22,840 at 6%; with 100% employer match about $25,694 at 4% or $17,130 at 6%.
American Lung Association Retirement Plan D-18$868,746$37,000$2,056iApproximate average salary by contribution assumption: employee only about $51,389 at 4% or $34,259 at 6%; with 50% employer match about $34,259 at 4% or $22,840 at 6%; with 100% employer match about $25,694 at 4% or $17,130 at 6%.