Civic Intelligence

The Able Trust Florida Endowment Foundation

Plan context: The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan

EIN 59-3052307 • Tallahassee, FL • 26 filings • 3 plans

1709 Hermitage Blvd.Suite 100Tallahassee, FL 32308
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$593,215

2024 Contributions

$93,703

Historical Graphs

Total Assets Over Time

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

$1,140,803$570,402$0199920122024YearValue
$593,215Latest year 2024

Participants Over Time

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

1580199920122024YearValue
12Latest 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
2024112$593,215$93,703$7,809iApproximate average salary by contribution assumption: employee only about $195,215 at 4% or $130,143 at 6%; with 50% employer match about $130,143 at 4% or $86,762 at 6%; with 100% employer match about $97,607 at 4% or $65,072 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-12$593,215$93,703$7,809iApproximate average salary by contribution assumption: employee only about $195,215 at 4% or $130,143 at 6%; with 50% employer match about $130,143 at 4% or $86,762 at 6%; with 100% employer match about $97,607 at 4% or $65,072 at 6%.
2023113$493,331$57,473$4,421iApproximate average salary by contribution assumption: employee only about $110,525 at 4% or $73,683 at 6%; with 50% employer match about $73,683 at 4% or $49,122 at 6%; with 100% employer match about $55,263 at 4% or $36,842 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-13$493,331$57,473$4,421iApproximate average salary by contribution assumption: employee only about $110,525 at 4% or $73,683 at 6%; with 50% employer match about $73,683 at 4% or $49,122 at 6%; with 100% employer match about $55,263 at 4% or $36,842 at 6%.
2022113$345,908$51,945$3,996iApproximate average salary by contribution assumption: employee only about $99,894 at 4% or $66,596 at 6%; with 50% employer match about $66,596 at 4% or $44,397 at 6%; with 100% employer match about $49,947 at 4% or $33,298 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-13$345,908$51,945$3,996iApproximate average salary by contribution assumption: employee only about $99,894 at 4% or $66,596 at 6%; with 50% employer match about $66,596 at 4% or $44,397 at 6%; with 100% employer match about $49,947 at 4% or $33,298 at 6%.
202119$368,000$40,598$4,511iApproximate average salary by contribution assumption: employee only about $112,772 at 4% or $75,181 at 6%; with 50% employer match about $75,181 at 4% or $50,121 at 6%; with 100% employer match about $56,386 at 4% or $37,591 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-9$368,000$40,598$4,511iApproximate average salary by contribution assumption: employee only about $112,772 at 4% or $75,181 at 6%; with 50% employer match about $75,181 at 4% or $50,121 at 6%; with 100% employer match about $56,386 at 4% or $37,591 at 6%.
2020111$887,963$70,521$6,411iApproximate average salary by contribution assumption: employee only about $160,275 at 4% or $106,850 at 6%; with 50% employer match about $106,850 at 4% or $71,233 at 6%; with 100% employer match about $80,138 at 4% or $53,425 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-11$887,963$70,521$6,411iApproximate average salary by contribution assumption: employee only about $160,275 at 4% or $106,850 at 6%; with 50% employer match about $106,850 at 4% or $71,233 at 6%; with 100% employer match about $80,138 at 4% or $53,425 at 6%.
2019114$1,140,803$81,051$5,789iApproximate average salary by contribution assumption: employee only about $144,734 at 4% or $96,489 at 6%; with 50% employer match about $96,489 at 4% or $64,326 at 6%; with 100% employer match about $72,367 at 4% or $48,245 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-14$1,140,803$81,051$5,789iApproximate average salary by contribution assumption: employee only about $144,734 at 4% or $96,489 at 6%; with 50% employer match about $96,489 at 4% or $64,326 at 6%; with 100% employer match about $72,367 at 4% or $48,245 at 6%.
2018113$913,913$81,739$6,288iApproximate average salary by contribution assumption: employee only about $157,190 at 4% or $104,794 at 6%; with 50% employer match about $104,794 at 4% or $69,862 at 6%; with 100% employer match about $78,595 at 4% or $52,397 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-13$913,913$81,739$6,288iApproximate average salary by contribution assumption: employee only about $157,190 at 4% or $104,794 at 6%; with 50% employer match about $104,794 at 4% or $69,862 at 6%; with 100% employer match about $78,595 at 4% or $52,397 at 6%.
2017114$904,540$85,392$6,099iApproximate average salary by contribution assumption: employee only about $152,486 at 4% or $101,657 at 6%; with 50% employer match about $101,657 at 4% or $67,771 at 6%; with 100% employer match about $76,243 at 4% or $50,829 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-14$904,540$85,392$6,099iApproximate average salary by contribution assumption: employee only about $152,486 at 4% or $101,657 at 6%; with 50% employer match about $101,657 at 4% or $67,771 at 6%; with 100% employer match about $76,243 at 4% or $50,829 at 6%.
2016115$695,373$78,473$5,232iApproximate average salary by contribution assumption: employee only about $130,788 at 4% or $87,192 at 6%; with 50% employer match about $87,192 at 4% or $58,128 at 6%; with 100% employer match about $65,394 at 4% or $43,596 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-15$695,373$78,473$5,232iApproximate average salary by contribution assumption: employee only about $130,788 at 4% or $87,192 at 6%; with 50% employer match about $87,192 at 4% or $58,128 at 6%; with 100% employer match about $65,394 at 4% or $43,596 at 6%.
2015114$576,388$57,898$4,136iApproximate average salary by contribution assumption: employee only about $103,389 at 4% or $68,926 at 6%; with 50% employer match about $68,926 at 4% or $45,951 at 6%; with 100% employer match about $51,695 at 4% or $34,463 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-14$576,388$57,898$4,136iApproximate average salary by contribution assumption: employee only about $103,389 at 4% or $68,926 at 6%; with 50% employer match about $68,926 at 4% or $45,951 at 6%; with 100% employer match about $51,695 at 4% or $34,463 at 6%.
2014114$520,200$87,740$6,267iApproximate average salary by contribution assumption: employee only about $156,679 at 4% or $104,452 at 6%; with 50% employer match about $104,452 at 4% or $69,635 at 6%; with 100% employer match about $78,339 at 4% or $52,226 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-14$520,200$87,740$6,267iApproximate average salary by contribution assumption: employee only about $156,679 at 4% or $104,452 at 6%; with 50% employer match about $104,452 at 4% or $69,635 at 6%; with 100% employer match about $78,339 at 4% or $52,226 at 6%.
2013110$422,474$71,078$7,108iApproximate average salary by contribution assumption: employee only about $177,695 at 4% or $118,463 at 6%; with 50% employer match about $118,463 at 4% or $78,976 at 6%; with 100% employer match about $88,848 at 4% or $59,232 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-10$422,474$71,078$7,108iApproximate average salary by contribution assumption: employee only about $177,695 at 4% or $118,463 at 6%; with 50% employer match about $118,463 at 4% or $78,976 at 6%; with 100% employer match about $88,848 at 4% or $59,232 at 6%.
2012112$315,240$64,714$5,393iApproximate average salary by contribution assumption: employee only about $134,821 at 4% or $89,881 at 6%; with 50% employer match about $89,881 at 4% or $59,920 at 6%; with 100% employer match about $67,410 at 4% or $44,940 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-12$315,240$64,714$5,393iApproximate average salary by contribution assumption: employee only about $134,821 at 4% or $89,881 at 6%; with 50% employer match about $89,881 at 4% or $59,920 at 6%; with 100% employer match about $67,410 at 4% or $44,940 at 6%.
201119$224,660$40,433$4,493iApproximate average salary by contribution assumption: employee only about $112,314 at 4% or $74,876 at 6%; with 50% employer match about $74,876 at 4% or $49,917 at 6%; with 100% employer match about $56,157 at 4% or $37,438 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-9$224,660$40,433$4,493iApproximate average salary by contribution assumption: employee only about $112,314 at 4% or $74,876 at 6%; with 50% employer match about $74,876 at 4% or $49,917 at 6%; with 100% employer match about $56,157 at 4% or $37,438 at 6%.
201017$219,852$35,870$5,124iApproximate average salary by contribution assumption: employee only about $128,107 at 4% or $85,405 at 6%; with 50% employer match about $85,405 at 4% or $56,937 at 6%; with 100% employer match about $64,054 at 4% or $42,702 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-7$219,852$35,870$5,124iApproximate average salary by contribution assumption: employee only about $128,107 at 4% or $85,405 at 6%; with 50% employer match about $85,405 at 4% or $56,937 at 6%; with 100% employer match about $64,054 at 4% or $42,702 at 6%.
200918$155,656$30,698$3,837iApproximate average salary by contribution assumption: employee only about $95,931 at 4% or $63,954 at 6%; with 50% employer match about $63,954 at 4% or $42,636 at 6%; with 100% employer match about $47,966 at 4% or $31,977 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-8$155,656$30,698$3,837iApproximate average salary by contribution assumption: employee only about $95,931 at 4% or $63,954 at 6%; with 50% employer match about $63,954 at 4% or $42,636 at 6%; with 100% employer match about $47,966 at 4% or $31,977 at 6%.
200818$167,589$33,484$4,186iApproximate average salary by contribution assumption: employee only about $104,638 at 4% or $69,758 at 6%; with 50% employer match about $69,758 at 4% or $46,506 at 6%; with 100% employer match about $52,319 at 4% or $34,879 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-8$167,589$33,484$4,186iApproximate average salary by contribution assumption: employee only about $104,638 at 4% or $69,758 at 6%; with 50% employer match about $69,758 at 4% or $46,506 at 6%; with 100% employer match about $52,319 at 4% or $34,879 at 6%.
200717$0$0-
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-7---
200617$421,404$60,409$8,630iApproximate average salary by contribution assumption: employee only about $215,746 at 4% or $143,831 at 6%; with 50% employer match about $143,831 at 4% or $95,887 at 6%; with 100% employer match about $107,873 at 4% or $71,915 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-7$421,404$60,409$8,630iApproximate average salary by contribution assumption: employee only about $215,746 at 4% or $143,831 at 6%; with 50% employer match about $143,831 at 4% or $95,887 at 6%; with 100% employer match about $107,873 at 4% or $71,915 at 6%.
200517$320,530$49,400$7,057iApproximate average salary by contribution assumption: employee only about $176,429 at 4% or $117,619 at 6%; with 50% employer match about $117,619 at 4% or $78,413 at 6%; with 100% employer match about $88,214 at 4% or $58,810 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-7$320,530$49,400$7,057iApproximate average salary by contribution assumption: employee only about $176,429 at 4% or $117,619 at 6%; with 50% employer match about $117,619 at 4% or $78,413 at 6%; with 100% employer match about $88,214 at 4% or $58,810 at 6%.
200417$252,089$35,182$5,026iApproximate average salary by contribution assumption: employee only about $125,650 at 4% or $83,767 at 6%; with 50% employer match about $83,767 at 4% or $55,844 at 6%; with 100% employer match about $62,825 at 4% or $41,883 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-7$252,089$35,182$5,026iApproximate average salary by contribution assumption: employee only about $125,650 at 4% or $83,767 at 6%; with 50% employer match about $83,767 at 4% or $55,844 at 6%; with 100% employer match about $62,825 at 4% or $41,883 at 6%.
200314$225,391$46,845$11,711iApproximate average salary by contribution assumption: employee only about $292,781 at 4% or $195,188 at 6%; with 50% employer match about $195,188 at 4% or $130,125 at 6%; with 100% employer match about $146,391 at 4% or $97,594 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-4$225,391$46,845$11,711iApproximate average salary by contribution assumption: employee only about $292,781 at 4% or $195,188 at 6%; with 50% employer match about $195,188 at 4% or $130,125 at 6%; with 100% employer match about $146,391 at 4% or $97,594 at 6%.
200214$203,445$51,043$12,761iApproximate average salary by contribution assumption: employee only about $319,019 at 4% or $212,679 at 6%; with 50% employer match about $212,679 at 4% or $141,786 at 6%; with 100% employer match about $159,509 at 4% or $106,340 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-4$203,445$51,043$12,761iApproximate average salary by contribution assumption: employee only about $319,019 at 4% or $212,679 at 6%; with 50% employer match about $212,679 at 4% or $141,786 at 6%; with 100% employer match about $159,509 at 4% or $106,340 at 6%.
200115$179,435$45,251$9,050iApproximate average salary by contribution assumption: employee only about $226,255 at 4% or $150,837 at 6%; with 50% employer match about $150,837 at 4% or $100,558 at 6%; with 100% employer match about $113,128 at 4% or $75,418 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-5$179,435$45,251$9,050iApproximate average salary by contribution assumption: employee only about $226,255 at 4% or $150,837 at 6%; with 50% employer match about $150,837 at 4% or $100,558 at 6%; with 100% employer match about $113,128 at 4% or $75,418 at 6%.
200016$135,108$44,274$7,379iApproximate average salary by contribution assumption: employee only about $184,475 at 4% or $122,983 at 6%; with 50% employer match about $122,983 at 4% or $81,989 at 6%; with 100% employer match about $92,238 at 4% or $61,492 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-6$135,108$44,274$7,379iApproximate average salary by contribution assumption: employee only about $184,475 at 4% or $122,983 at 6%; with 50% employer match about $122,983 at 4% or $81,989 at 6%; with 100% employer match about $92,238 at 4% or $61,492 at 6%.
199917$84,452$39,820$5,689iApproximate average salary by contribution assumption: employee only about $142,214 at 4% or $94,810 at 6%; with 50% employer match about $94,810 at 4% or $63,206 at 6%; with 100% employer match about $71,107 at 4% or $47,405 at 6%.
The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan-7$84,452$39,820$5,689iApproximate average salary by contribution assumption: employee only about $142,214 at 4% or $94,810 at 6%; with 50% employer match about $94,810 at 4% or $63,206 at 6%; with 100% employer match about $71,107 at 4% or $47,405 at 6%.