Civic Intelligence

The Florida School Choice Fund

Plan context: The Florida School Choice Fund Inc. 401K Plan

EIN 59-3649371 • Jacksonville, FL • 33 filings • 5 plans

4655 Salisbury Rd Ste 400Jacksonville, FL 32256-0958
Current Snapshot

Latest Year

2024

2024 Participants

406

2024 Assets

$20,878,333

2024 Contributions

$4,207,625

Historical Graphs

Total Assets Over Time

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

$20,878,333$10,439,167$0200420142024YearValue
$20,878,333Latest year 2024

Participants Over Time

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

4062030200420142024YearValue
406Latest 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
20242406$20,878,333$4,207,625$10,364iApproximate average salary by contribution assumption: employee only about $259,090 at 4% or $172,727 at 6%; with 50% employer match about $172,727 at 4% or $115,151 at 6%; with 100% employer match about $129,545 at 4% or $86,363 at 6%.
The Florida School Choice Fund Inc. 401K Plan-397$20,878,333$4,207,625$10,599iApproximate average salary by contribution assumption: employee only about $264,964 at 4% or $176,643 at 6%; with 50% employer match about $176,643 at 4% or $117,762 at 6%; with 100% employer match about $132,482 at 4% or $88,321 at 6%.
Step Up for Students Health and Welfare Plan-406---
20232334$17,419,747$3,416,753$10,230iApproximate average salary by contribution assumption: employee only about $255,745 at 4% or $170,497 at 6%; with 50% employer match about $170,497 at 4% or $113,664 at 6%; with 100% employer match about $127,872 at 4% or $85,248 at 6%.
The Florida School Choice Fund Inc. 401K Plan-309$17,419,747$3,416,753$11,057iApproximate average salary by contribution assumption: employee only about $276,436 at 4% or $184,291 at 6%; with 50% employer match about $184,291 at 4% or $122,861 at 6%; with 100% employer match about $138,218 at 4% or $92,145 at 6%.
Step Up for Students Health and Welfare Plan-334---
20222246$13,173,362$2,315,461$9,412iApproximate average salary by contribution assumption: employee only about $235,311 at 4% or $156,874 at 6%; with 50% employer match about $156,874 at 4% or $104,583 at 6%; with 100% employer match about $117,656 at 4% or $78,437 at 6%.
The Florida School Choice Fund Inc. 401K Plan-246$13,173,362$2,315,461$9,412iApproximate average salary by contribution assumption: employee only about $235,311 at 4% or $156,874 at 6%; with 50% employer match about $156,874 at 4% or $104,583 at 6%; with 100% employer match about $117,656 at 4% or $78,437 at 6%.
Step Up for Students Health and Welfare Plan-220---
20212222$14,160,995$1,947,211$8,771iApproximate average salary by contribution assumption: employee only about $219,281 at 4% or $146,187 at 6%; with 50% employer match about $146,187 at 4% or $97,458 at 6%; with 100% employer match about $109,640 at 4% or $73,094 at 6%.
The Florida School Choice Fund Inc. 401K Plan-212$14,160,995$1,947,211$9,185iApproximate average salary by contribution assumption: employee only about $229,624 at 4% or $153,083 at 6%; with 50% employer match about $153,083 at 4% or $102,055 at 6%; with 100% employer match about $114,812 at 4% or $76,541 at 6%.
Step Up for Students Health and Welfare Plan-222---
20202220$11,512,483$1,881,189$8,551iApproximate average salary by contribution assumption: employee only about $213,771 at 4% or $142,514 at 6%; with 50% employer match about $142,514 at 4% or $95,010 at 6%; with 100% employer match about $106,886 at 4% or $71,257 at 6%.
The Florida School Choice Fund Inc. 401K Plan-220$11,512,483$1,881,189$8,551iApproximate average salary by contribution assumption: employee only about $213,771 at 4% or $142,514 at 6%; with 50% employer match about $142,514 at 4% or $95,010 at 6%; with 100% employer match about $106,886 at 4% or $71,257 at 6%.
Step Up for Students Health and Welfare Plan-220---
20192268$9,401,640$2,364,995$8,825iApproximate average salary by contribution assumption: employee only about $220,615 at 4% or $147,077 at 6%; with 50% employer match about $147,077 at 4% or $98,051 at 6%; with 100% employer match about $110,308 at 4% or $73,538 at 6%.
The Florida School Choice Fund Inc. 401K Plan-262$9,401,640$2,364,995$9,027iApproximate average salary by contribution assumption: employee only about $225,667 at 4% or $150,445 at 6%; with 50% employer match about $150,445 at 4% or $100,297 at 6%; with 100% employer match about $112,834 at 4% or $75,222 at 6%.
Step Up for Students Health and Welfare Plan-268---
20183246$6,109,477$1,859,917$7,561iApproximate average salary by contribution assumption: employee only about $189,016 at 4% or $126,011 at 6%; with 50% employer match about $126,011 at 4% or $84,007 at 6%; with 100% employer match about $94,508 at 4% or $63,005 at 6%.
The Florida School Choice Fund Inc. 401K Plan-246$6,109,477$1,859,917$7,561iApproximate average salary by contribution assumption: employee only about $189,016 at 4% or $126,011 at 6%; with 50% employer match about $126,011 at 4% or $84,007 at 6%; with 100% employer match about $94,508 at 4% or $63,005 at 6%.
Step Up for Students Flexible Compensation Plan-203---
Step Up for Students Health and Welfare Plan-204---
20173203$4,888,452$1,363,695$6,718iApproximate average salary by contribution assumption: employee only about $167,943 at 4% or $111,962 at 6%; with 50% employer match about $111,962 at 4% or $74,641 at 6%; with 100% employer match about $83,971 at 4% or $55,981 at 6%.
The Florida School Choice Fund Inc. 401K Plan-203$4,888,452$1,363,695$6,718iApproximate average salary by contribution assumption: employee only about $167,943 at 4% or $111,962 at 6%; with 50% employer match about $111,962 at 4% or $74,641 at 6%; with 100% employer match about $83,971 at 4% or $55,981 at 6%.
Step Up for Students Flexible Compensation Plan-173---
Step Up for Students Health and Welfare Plan-145---
20163180$3,126,649$1,110,408$6,169iApproximate average salary by contribution assumption: employee only about $154,223 at 4% or $102,816 at 6%; with 50% employer match about $102,816 at 4% or $68,544 at 6%; with 100% employer match about $77,112 at 4% or $51,408 at 6%.
The Florida School Choice Fund Inc. 401K Plan-180$3,126,649$1,110,408$6,169iApproximate average salary by contribution assumption: employee only about $154,223 at 4% or $102,816 at 6%; with 50% employer match about $102,816 at 4% or $68,544 at 6%; with 100% employer match about $77,112 at 4% or $51,408 at 6%.
Step Up for Students Flexible Compensation Plan-135---
Step Up for Students Health and Welfare Plan-106---
20151130$1,963,961$907,117$6,978iApproximate average salary by contribution assumption: employee only about $174,446 at 4% or $116,297 at 6%; with 50% employer match about $116,297 at 4% or $77,531 at 6%; with 100% employer match about $87,223 at 4% or $58,149 at 6%.
The Florida School Choice Fund Inc. 401K Plan-130$1,963,961$907,117$6,978iApproximate average salary by contribution assumption: employee only about $174,446 at 4% or $116,297 at 6%; with 50% employer match about $116,297 at 4% or $77,531 at 6%; with 100% employer match about $87,223 at 4% or $58,149 at 6%.
20141109$1,477,504$729,962$6,697iApproximate average salary by contribution assumption: employee only about $167,422 at 4% or $111,615 at 6%; with 50% employer match about $111,615 at 4% or $74,410 at 6%; with 100% employer match about $83,711 at 4% or $55,807 at 6%.
The Florida School Choice Fund Inc. 401K Plan-109$1,477,504$729,962$6,697iApproximate average salary by contribution assumption: employee only about $167,422 at 4% or $111,615 at 6%; with 50% employer match about $111,615 at 4% or $74,410 at 6%; with 100% employer match about $83,711 at 4% or $55,807 at 6%.
2013171$741,620$294,969$4,154iApproximate average salary by contribution assumption: employee only about $103,862 at 4% or $69,242 at 6%; with 50% employer match about $69,242 at 4% or $46,161 at 6%; with 100% employer match about $51,931 at 4% or $34,621 at 6%.
The Florida School Choice Fund Inc. 401K Plan-71$741,620$294,969$4,154iApproximate average salary by contribution assumption: employee only about $103,862 at 4% or $69,242 at 6%; with 50% employer match about $69,242 at 4% or $46,161 at 6%; with 100% employer match about $51,931 at 4% or $34,621 at 6%.
2012142$384,062$132,925$3,165iApproximate average salary by contribution assumption: employee only about $79,122 at 4% or $52,748 at 6%; with 50% employer match about $52,748 at 4% or $35,165 at 6%; with 100% employer match about $39,561 at 4% or $26,374 at 6%.
The Florida School Choice Fund Inc. 401K Plan-42$384,062$132,925$3,165iApproximate average salary by contribution assumption: employee only about $79,122 at 4% or $52,748 at 6%; with 50% employer match about $52,748 at 4% or $35,165 at 6%; with 100% employer match about $39,561 at 4% or $26,374 at 6%.
2011130$239,215$95,283$3,176iApproximate average salary by contribution assumption: employee only about $79,403 at 4% or $52,935 at 6%; with 50% employer match about $52,935 at 4% or $35,290 at 6%; with 100% employer match about $39,701 at 4% or $26,468 at 6%.
The Florida School Choice Fund Inc. 401K Plan-30$239,215$95,283$3,176iApproximate average salary by contribution assumption: employee only about $79,403 at 4% or $52,935 at 6%; with 50% employer match about $52,935 at 4% or $35,290 at 6%; with 100% employer match about $39,701 at 4% or $26,468 at 6%.
2010116$148,262$63,271$3,954iApproximate average salary by contribution assumption: employee only about $98,861 at 4% or $65,907 at 6%; with 50% employer match about $65,907 at 4% or $43,938 at 6%; with 100% employer match about $49,430 at 4% or $32,954 at 6%.
The Florida School Choice Fund Inc. 401K Plan-16$148,262$63,271$3,954iApproximate average salary by contribution assumption: employee only about $98,861 at 4% or $65,907 at 6%; with 50% employer match about $65,907 at 4% or $43,938 at 6%; with 100% employer match about $49,430 at 4% or $32,954 at 6%.
2009132$85,737$36,649$1,145iApproximate average salary by contribution assumption: employee only about $28,632 at 4% or $19,088 at 6%; with 50% employer match about $19,088 at 4% or $12,725 at 6%; with 100% employer match about $14,316 at 4% or $9,544 at 6%.
The Florida School Choice Fund Inc. 401K Plan-32$85,737$36,649$1,145iApproximate average salary by contribution assumption: employee only about $28,632 at 4% or $19,088 at 6%; with 50% employer match about $19,088 at 4% or $12,725 at 6%; with 100% employer match about $14,316 at 4% or $9,544 at 6%.
2008120$41,434$12,933$647iApproximate average salary by contribution assumption: employee only about $16,166 at 4% or $10,778 at 6%; with 50% employer match about $10,778 at 4% or $7,185 at 6%; with 100% employer match about $8,083 at 4% or $5,389 at 6%.
The Florida School Choice Fund Inc. 401K Plan-20$41,434$12,933$647iApproximate average salary by contribution assumption: employee only about $16,166 at 4% or $10,778 at 6%; with 50% employer match about $10,778 at 4% or $7,185 at 6%; with 100% employer match about $8,083 at 4% or $5,389 at 6%.
2007115$35,797$4,639$309iApproximate average salary by contribution assumption: employee only about $7,732 at 4% or $5,154 at 6%; with 50% employer match about $5,154 at 4% or $3,436 at 6%; with 100% employer match about $3,866 at 4% or $2,577 at 6%.
The Florida School Choice Fund Inc. 401K Plan-15$35,797$4,639$309iApproximate average salary by contribution assumption: employee only about $7,732 at 4% or $5,154 at 6%; with 50% employer match about $5,154 at 4% or $3,436 at 6%; with 100% employer match about $3,866 at 4% or $2,577 at 6%.
2006115$29,273$15,812$1,054iApproximate average salary by contribution assumption: employee only about $26,353 at 4% or $17,569 at 6%; with 50% employer match about $17,569 at 4% or $11,713 at 6%; with 100% employer match about $13,177 at 4% or $8,784 at 6%.
The Florida School Choice Fund Inc. 401K Plan-15$29,273$15,812$1,054iApproximate average salary by contribution assumption: employee only about $26,353 at 4% or $17,569 at 6%; with 50% employer match about $17,569 at 4% or $11,713 at 6%; with 100% employer match about $13,177 at 4% or $8,784 at 6%.
2005113$70,356$55,728$4,287iApproximate average salary by contribution assumption: employee only about $107,169 at 4% or $71,446 at 6%; with 50% employer match about $71,446 at 4% or $47,631 at 6%; with 100% employer match about $53,585 at 4% or $35,723 at 6%.
The Florida School Choice Fund Inc. 401K Plan-13$70,356$55,728$4,287iApproximate average salary by contribution assumption: employee only about $107,169 at 4% or $71,446 at 6%; with 50% employer match about $71,446 at 4% or $47,631 at 6%; with 100% employer match about $53,585 at 4% or $35,723 at 6%.
2004110$12,827$12,011$1,201iApproximate average salary by contribution assumption: employee only about $30,027 at 4% or $20,018 at 6%; with 50% employer match about $20,018 at 4% or $13,346 at 6%; with 100% employer match about $15,014 at 4% or $10,009 at 6%.
The Florida School Choice Fund Inc. 401K Plan-10$12,827$12,011$1,201iApproximate average salary by contribution assumption: employee only about $30,027 at 4% or $20,018 at 6%; with 50% employer match about $20,018 at 4% or $13,346 at 6%; with 100% employer match about $15,014 at 4% or $10,009 at 6%.