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
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| The Able Trust Fla. Endowment Foundation 401K Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |
| 2003 | 1 | 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%. |
| 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%. |
| 2002 | 1 | 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%. |
| 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%. |
| 2001 | 1 | 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%. |
| 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%. |
| 2000 | 1 | 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%. |
| 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%. |
| 1999 | 1 | 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%. |
| 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%. |