Civic Intelligence

SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.

Plan context: SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.

EIN 59-6580974 • Fort Myers, FL • 10 filings • 3 plans

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2031 Jackson St Ste 100Fort Myers, FL 33901-3627
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$1,448,740

2024 Contributions

$351,370

Historical Graphs

Total Assets Over Time

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

$1,448,740$724,370$0201520202024YearValue
$1,448,740Latest year 2024

Participants Over Time

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

42210201520202024YearValue
42Latest 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
2024142$1,448,740$351,370$8,366iApproximate average salary by contribution assumption: employee only about $209,149 at 4% or $139,433 at 6%; with 50% employer match about $139,433 at 4% or $92,955 at 6%; with 100% employer match about $104,574 at 4% or $69,716 at 6%.
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.-42$1,448,740$351,370$8,366iApproximate average salary by contribution assumption: employee only about $209,149 at 4% or $139,433 at 6%; with 50% employer match about $139,433 at 4% or $92,955 at 6%; with 100% employer match about $104,574 at 4% or $69,716 at 6%.
2023138$1,038,452$218,914$5,761iApproximate average salary by contribution assumption: employee only about $144,022 at 4% or $96,015 at 6%; with 50% employer match about $96,015 at 4% or $64,010 at 6%; with 100% employer match about $72,011 at 4% or $48,007 at 6%.
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.-38$1,038,452$218,914$5,761iApproximate average salary by contribution assumption: employee only about $144,022 at 4% or $96,015 at 6%; with 50% employer match about $96,015 at 4% or $64,010 at 6%; with 100% employer match about $72,011 at 4% or $48,007 at 6%.
2022124$889,099$213,509$8,896iApproximate average salary by contribution assumption: employee only about $222,405 at 4% or $148,270 at 6%; with 50% employer match about $148,270 at 4% or $98,847 at 6%; with 100% employer match about $111,203 at 4% or $74,135 at 6%.
SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.-24$889,099$213,509$8,896iApproximate average salary by contribution assumption: employee only about $222,405 at 4% or $148,270 at 6%; with 50% employer match about $148,270 at 4% or $98,847 at 6%; with 100% employer match about $111,203 at 4% or $74,135 at 6%.
2021127$787,535$238,556$8,835iApproximate average salary by contribution assumption: employee only about $220,885 at 4% or $147,257 at 6%; with 50% employer match about $147,257 at 4% or $98,171 at 6%; with 100% employer match about $110,443 at 4% or $73,628 at 6%.
403(B) THRIFT PLAN OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.-27$787,535$238,556$8,835iApproximate average salary by contribution assumption: employee only about $220,885 at 4% or $147,257 at 6%; with 50% employer match about $147,257 at 4% or $98,171 at 6%; with 100% employer match about $110,443 at 4% or $73,628 at 6%.
2020117$506,193$98,361$5,786iApproximate average salary by contribution assumption: employee only about $144,649 at 4% or $96,432 at 6%; with 50% employer match about $96,432 at 4% or $64,288 at 6%; with 100% employer match about $72,324 at 4% or $48,216 at 6%.
403(B) THRIFT PLAN OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.-17$506,193$98,361$5,786iApproximate average salary by contribution assumption: employee only about $144,649 at 4% or $96,432 at 6%; with 50% employer match about $96,432 at 4% or $64,288 at 6%; with 100% employer match about $72,324 at 4% or $48,216 at 6%.
2019116$608,859$104,454$6,528iApproximate average salary by contribution assumption: employee only about $163,209 at 4% or $108,806 at 6%; with 50% employer match about $108,806 at 4% or $72,538 at 6%; with 100% employer match about $81,605 at 4% or $54,403 at 6%.
403(B) THRIFT PLAN OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.-16$608,859$104,454$6,528iApproximate average salary by contribution assumption: employee only about $163,209 at 4% or $108,806 at 6%; with 50% employer match about $108,806 at 4% or $72,538 at 6%; with 100% employer match about $81,605 at 4% or $54,403 at 6%.
2018116$464,320$110,826$6,927iApproximate average salary by contribution assumption: employee only about $173,166 at 4% or $115,444 at 6%; with 50% employer match about $115,444 at 4% or $76,963 at 6%; with 100% employer match about $86,583 at 4% or $57,722 at 6%.
403(B) THRIFT PLAN OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.-16$464,320$110,826$6,927iApproximate average salary by contribution assumption: employee only about $173,166 at 4% or $115,444 at 6%; with 50% employer match about $115,444 at 4% or $76,963 at 6%; with 100% employer match about $86,583 at 4% or $57,722 at 6%.
2017111$403,045$85,952$7,814iApproximate average salary by contribution assumption: employee only about $195,345 at 4% or $130,230 at 6%; with 50% employer match about $130,230 at 4% or $86,820 at 6%; with 100% employer match about $97,673 at 4% or $65,115 at 6%.
403 B THRIFT PLAN OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC-11$403,045$85,952$7,814iApproximate average salary by contribution assumption: employee only about $195,345 at 4% or $130,230 at 6%; with 50% employer match about $130,230 at 4% or $86,820 at 6%; with 100% employer match about $97,673 at 4% or $65,115 at 6%.
201619$283,212$72,825$8,092iApproximate average salary by contribution assumption: employee only about $202,292 at 4% or $134,861 at 6%; with 50% employer match about $134,861 at 4% or $89,907 at 6%; with 100% employer match about $101,146 at 4% or $67,431 at 6%.
403(B) THRIFT PLAN OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.-9$283,212$72,825$8,092iApproximate average salary by contribution assumption: employee only about $202,292 at 4% or $134,861 at 6%; with 50% employer match about $134,861 at 4% or $89,907 at 6%; with 100% employer match about $101,146 at 4% or $67,431 at 6%.
201519$188,856$193,829$21,537iApproximate average salary by contribution assumption: employee only about $538,414 at 4% or $358,943 at 6%; with 50% employer match about $358,943 at 4% or $239,295 at 6%; with 100% employer match about $269,207 at 4% or $179,471 at 6%.
403(B) THRIFT PLAN OF SOUTHWEST FLORIDA COMMUNITY FOUNDATION, INC.-9$188,856$193,829$21,537iApproximate average salary by contribution assumption: employee only about $538,414 at 4% or $358,943 at 6%; with 50% employer match about $358,943 at 4% or $239,295 at 6%; with 100% employer match about $269,207 at 4% or $179,471 at 6%.