The Florida School Choice Fund
Plan context: The Florida School Choice Fund Inc. 401K Plan
EIN 59-3649371 • Jacksonville, FL • 33 filings • 5 plans
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
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 | 2 | 406 | $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 | - | - | - |
| 2023 | 2 | 334 | $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 | - | - | - |
| 2022 | 2 | 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%. |
| 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 | - | - | - |
| 2021 | 2 | 222 | $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 | - | - | - |
| 2020 | 2 | 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%. |
| 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 | - | - | - |
| 2019 | 2 | 268 | $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 | - | - | - |
| 2018 | 3 | 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%. |
| 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 | - | - | - |
| 2017 | 3 | 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%. |
| 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 | - | - | - |
| 2016 | 3 | 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%. |
| 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 | - | - | - |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 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%. |
| 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%. |
| 2006 | 1 | 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%. |
| 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%. |
| 2005 | 1 | 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%. |
| 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%. |
| 2004 | 1 | 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%. |
| 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%. |