Citrus Levy Marion Regional Wkforce Development Board Inc
Plan context: CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC TAX SHELTERED 430B
EIN 59-3409057 • Ocala, FL • 20 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
105
2024 Assets
$4,420,598
2024 Contributions
$298,954
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 | 105 | $4,420,598 | $298,954 | $2,847iApproximate average salary by contribution assumption: employee only about $71,180 at 4% or $47,453 at 6%; with 50% employer match about $47,453 at 4% or $31,635 at 6%; with 100% employer match about $35,590 at 4% or $23,727 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC TAX SHELTERED 430B | - | 105 | $4,420,598 | $298,954 | $2,847iApproximate average salary by contribution assumption: employee only about $71,180 at 4% or $47,453 at 6%; with 50% employer match about $47,453 at 4% or $31,635 at 6%; with 100% employer match about $35,590 at 4% or $23,727 at 6%. |
| 2023 | 1 | 108 | $4,313,390 | $303,436 | $2,810iApproximate average salary by contribution assumption: employee only about $70,240 at 4% or $46,827 at 6%; with 50% employer match about $46,827 at 4% or $31,218 at 6%; with 100% employer match about $35,120 at 4% or $23,413 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC TAX SHELTERED 430B | - | 108 | $4,313,390 | $303,436 | $2,810iApproximate average salary by contribution assumption: employee only about $70,240 at 4% or $46,827 at 6%; with 50% employer match about $46,827 at 4% or $31,218 at 6%; with 100% employer match about $35,120 at 4% or $23,413 at 6%. |
| 2022 | 1 | 102 | $4,087,125 | $314,242 | $3,081iApproximate average salary by contribution assumption: employee only about $77,020 at 4% or $51,347 at 6%; with 50% employer match about $51,347 at 4% or $34,231 at 6%; with 100% employer match about $38,510 at 4% or $25,673 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC TAX SHELTERED 430B | - | 102 | $4,087,125 | $314,242 | $3,081iApproximate average salary by contribution assumption: employee only about $77,020 at 4% or $51,347 at 6%; with 50% employer match about $51,347 at 4% or $34,231 at 6%; with 100% employer match about $38,510 at 4% or $25,673 at 6%. |
| 2021 | 1 | 104 | $4,615,778 | $325,958 | $3,134iApproximate average salary by contribution assumption: employee only about $78,355 at 4% or $52,237 at 6%; with 50% employer match about $52,237 at 4% or $34,825 at 6%; with 100% employer match about $39,178 at 4% or $26,118 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B | - | 104 | $4,615,778 | $325,958 | $3,134iApproximate average salary by contribution assumption: employee only about $78,355 at 4% or $52,237 at 6%; with 50% employer match about $52,237 at 4% or $34,825 at 6%; with 100% employer match about $39,178 at 4% or $26,118 at 6%. |
| 2020 | 1 | 109 | $4,054,541 | $354,173 | $3,249iApproximate average salary by contribution assumption: employee only about $81,232 at 4% or $54,155 at 6%; with 50% employer match about $54,155 at 4% or $36,103 at 6%; with 100% employer match about $40,616 at 4% or $27,077 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B | - | 109 | $4,054,541 | $354,173 | $3,249iApproximate average salary by contribution assumption: employee only about $81,232 at 4% or $54,155 at 6%; with 50% employer match about $54,155 at 4% or $36,103 at 6%; with 100% employer match about $40,616 at 4% or $27,077 at 6%. |
| 2019 | 1 | 113 | $3,548,364 | $363,941 | $3,221iApproximate average salary by contribution assumption: employee only about $80,518 at 4% or $53,679 at 6%; with 50% employer match about $53,679 at 4% or $35,786 at 6%; with 100% employer match about $40,259 at 4% or $26,839 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT | - | 113 | $3,548,364 | $363,941 | $3,221iApproximate average salary by contribution assumption: employee only about $80,518 at 4% or $53,679 at 6%; with 50% employer match about $53,679 at 4% or $35,786 at 6%; with 100% employer match about $40,259 at 4% or $26,839 at 6%. |
| 2018 | 1 | 115 | $3,076,425 | $328,573 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B | - | 115 | $3,076,425 | $328,573 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| 2017 | 1 | 109 | $3,095,491 | $329,968 | $3,027iApproximate average salary by contribution assumption: employee only about $75,681 at 4% or $50,454 at 6%; with 50% employer match about $50,454 at 4% or $33,636 at 6%; with 100% employer match about $37,840 at 4% or $25,227 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B | - | 109 | $3,095,491 | $329,968 | $3,027iApproximate average salary by contribution assumption: employee only about $75,681 at 4% or $50,454 at 6%; with 50% employer match about $50,454 at 4% or $33,636 at 6%; with 100% employer match about $37,840 at 4% or $25,227 at 6%. |
| 2016 | 1 | 108 | $2,723,384 | $322,580 | $2,987iApproximate average salary by contribution assumption: employee only about $74,671 at 4% or $49,781 at 6%; with 50% employer match about $49,781 at 4% or $33,187 at 6%; with 100% employer match about $37,336 at 4% or $24,890 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B | - | 108 | $2,723,384 | $322,580 | $2,987iApproximate average salary by contribution assumption: employee only about $74,671 at 4% or $49,781 at 6%; with 50% employer match about $49,781 at 4% or $33,187 at 6%; with 100% employer match about $37,336 at 4% or $24,890 at 6%. |
| 2015 | 1 | 119 | $2,725,169 | $336,109 | $2,824iApproximate average salary by contribution assumption: employee only about $70,611 at 4% or $47,074 at 6%; with 50% employer match about $47,074 at 4% or $31,383 at 6%; with 100% employer match about $35,306 at 4% or $23,537 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B | - | 119 | $2,725,169 | $336,109 | $2,824iApproximate average salary by contribution assumption: employee only about $70,611 at 4% or $47,074 at 6%; with 50% employer match about $47,074 at 4% or $31,383 at 6%; with 100% employer match about $35,306 at 4% or $23,537 at 6%. |
| 2014 | 1 | 115 | $2,569,938 | $326,667 | $2,841iApproximate average salary by contribution assumption: employee only about $71,015 at 4% or $47,343 at 6%; with 50% employer match about $47,343 at 4% or $31,562 at 6%; with 100% employer match about $35,507 at 4% or $23,672 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD, INC. TAX SHELTERED 403B | - | 115 | $2,569,938 | $326,667 | $2,841iApproximate average salary by contribution assumption: employee only about $71,015 at 4% or $47,343 at 6%; with 50% employer match about $47,343 at 4% or $31,562 at 6%; with 100% employer match about $35,507 at 4% or $23,672 at 6%. |
| 2013 | 1 | 107 | $2,327,452 | $352,358 | $3,293iApproximate average salary by contribution assumption: employee only about $82,327 at 4% or $54,884 at 6%; with 50% employer match about $54,884 at 4% or $36,590 at 6%; with 100% employer match about $41,163 at 4% or $27,442 at 6%. |
| CITRUS LEVY MARION REGNL WORKFORCE DEV. BOARD TAX SHELTRD 403B | - | 107 | $2,327,452 | $352,358 | $3,293iApproximate average salary by contribution assumption: employee only about $82,327 at 4% or $54,884 at 6%; with 50% employer match about $54,884 at 4% or $36,590 at 6%; with 100% employer match about $41,163 at 4% or $27,442 at 6%. |
| 2012 | 1 | 115 | $1,920,993 | $429,055 | $3,731iApproximate average salary by contribution assumption: employee only about $93,273 at 4% or $62,182 at 6%; with 50% employer match about $62,182 at 4% or $41,455 at 6%; with 100% employer match about $46,636 at 4% or $31,091 at 6%. |
| CITRUS LEVY MARION REGNL WORKFORCE DEV. BOARD TAX SHELTRD 403B | - | 115 | $1,920,993 | $429,055 | $3,731iApproximate average salary by contribution assumption: employee only about $93,273 at 4% or $62,182 at 6%; with 50% employer match about $62,182 at 4% or $41,455 at 6%; with 100% employer match about $46,636 at 4% or $31,091 at 6%. |
| 2011 | 1 | 88 | $1,392,347 | $720,499 | $8,187iApproximate average salary by contribution assumption: employee only about $204,687 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD TAX SHELTERED 403B | - | 88 | $1,392,347 | $720,499 | $8,187iApproximate average salary by contribution assumption: employee only about $204,687 at 4% or $136,458 at 6%; with 50% employer match about $136,458 at 4% or $90,972 at 6%; with 100% employer match about $102,344 at 4% or $68,229 at 6%. |
| 2010 | 1 | 31 | $873,775 | $126,610 | $4,084iApproximate average salary by contribution assumption: employee only about $102,105 at 4% or $68,070 at 6%; with 50% employer match about $68,070 at 4% or $45,380 at 6%; with 100% employer match about $51,052 at 4% or $34,035 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD TAX SHELTERED 403B | - | 31 | $873,775 | $126,610 | $4,084iApproximate average salary by contribution assumption: employee only about $102,105 at 4% or $68,070 at 6%; with 50% employer match about $68,070 at 4% or $45,380 at 6%; with 100% employer match about $51,052 at 4% or $34,035 at 6%. |
| 2009 | 2 | 26 | $702,655 | $155,233 | $5,971iApproximate average salary by contribution assumption: employee only about $149,263 at 4% or $99,508 at 6%; with 50% employer match about $99,508 at 4% or $66,339 at 6%; with 100% employer match about $74,631 at 4% or $49,754 at 6%. |
| CITRUS LEVY MARION REGIONAL WORKFORCE DEVELOPMENT BOARD TAX SHELTERED 403B | - | 26 | $702,655 | $155,233 | $5,971iApproximate average salary by contribution assumption: employee only about $149,263 at 4% or $99,508 at 6%; with 50% employer match about $99,508 at 4% or $66,339 at 6%; with 100% employer match about $74,631 at 4% or $49,754 at 6%. |
| Workforce Development Board Employee Pension Plan | - | - | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| Workforce Development Board Employee Pension Plan | - | 16 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Workforce Development Board Employee Pension Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Workforce Development Board Employee Pension Plan | - | 0 | - | - | - |