Effectual Inc.
Plan context: Effectual 401(K) Plan
EIN 82-3082582 • Jersey City, NJ • 12 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
179
2024 Assets
$14,910,153
2024 Contributions
$4,098,879
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 | 179 | $14,910,153 | $4,098,879 | $22,899iApproximate average salary by contribution assumption: employee only about $572,469 at 4% or $381,646 at 6%; with 50% employer match about $381,646 at 4% or $254,431 at 6%; with 100% employer match about $286,235 at 4% or $190,823 at 6%. |
| Effectual 401(K) Plan | - | 179 | $14,910,153 | $4,098,879 | $22,899iApproximate average salary by contribution assumption: employee only about $572,469 at 4% or $381,646 at 6%; with 50% employer match about $381,646 at 4% or $254,431 at 6%; with 100% employer match about $286,235 at 4% or $190,823 at 6%. |
| Effectual Welfare Benefit Plan | - | 166 | - | - | - |
| 2023 | 2 | 206 | $11,389,929 | $3,964,290 | $19,244iApproximate average salary by contribution assumption: employee only about $481,103 at 4% or $320,735 at 6%; with 50% employer match about $320,735 at 4% or $213,824 at 6%; with 100% employer match about $240,552 at 4% or $160,368 at 6%. |
| Effectual 401(K) Plan | - | 206 | $11,389,929 | $3,964,290 | $19,244iApproximate average salary by contribution assumption: employee only about $481,103 at 4% or $320,735 at 6%; with 50% employer match about $320,735 at 4% or $213,824 at 6%; with 100% employer match about $240,552 at 4% or $160,368 at 6%. |
| Effectual Welfare Benefit Plan | - | 183 | - | - | - |
| 2022 | 2 | 186 | $6,756,396 | $3,352,124 | $18,022iApproximate average salary by contribution assumption: employee only about $450,554 at 4% or $300,370 at 6%; with 50% employer match about $300,370 at 4% or $200,246 at 6%; with 100% employer match about $225,277 at 4% or $150,185 at 6%. |
| Effectual 401(K) Plan | - | 186 | $6,756,396 | $3,352,124 | $18,022iApproximate average salary by contribution assumption: employee only about $450,554 at 4% or $300,370 at 6%; with 50% employer match about $300,370 at 4% or $200,246 at 6%; with 100% employer match about $225,277 at 4% or $150,185 at 6%. |
| Effectual Welfare Benefit Plan | - | 180 | - | - | - |
| 2021 | 2 | 176 | $4,703,936 | $1,804,615 | $10,253iApproximate average salary by contribution assumption: employee only about $256,337 at 4% or $170,892 at 6%; with 50% employer match about $170,892 at 4% or $113,928 at 6%; with 100% employer match about $128,169 at 4% or $85,446 at 6%. |
| Effectual 401(K) Plan | - | 176 | $4,703,936 | $1,705,910 | $9,693iApproximate average salary by contribution assumption: employee only about $242,317 at 4% or $161,545 at 6%; with 50% employer match about $161,545 at 4% or $107,696 at 6%; with 100% employer match about $121,158 at 4% or $80,772 at 6%. |
| Effectual 401(K) Plan | - | 0 | $0 | $98,705 | - |
| 2020 | 2 | 43 | $2,417,195 | $463,949 | $10,790iApproximate average salary by contribution assumption: employee only about $269,738 at 4% or $179,825 at 6%; with 50% employer match about $179,825 at 4% or $119,883 at 6%; with 100% employer match about $134,869 at 4% or $89,913 at 6%. |
| Effectual 401(K) Plan | - | 32 | $1,366,029 | $210,876 | $6,590iApproximate average salary by contribution assumption: employee only about $164,747 at 4% or $109,831 at 6%; with 50% employer match about $109,831 at 4% or $73,221 at 6%; with 100% employer match about $82,373 at 4% or $54,916 at 6%. |
| Effectual 401(K) Plan | - | 43 | $1,051,166 | $253,073 | $5,885iApproximate average salary by contribution assumption: employee only about $147,135 at 4% or $98,090 at 6%; with 50% employer match about $98,090 at 4% or $65,394 at 6%; with 100% employer match about $73,568 at 4% or $49,045 at 6%. |
| 2019 | 1 | 17 | $829,528 | $458,930 | $26,996iApproximate average salary by contribution assumption: employee only about $674,897 at 4% or $449,931 at 6%; with 50% employer match about $449,931 at 4% or $299,954 at 6%; with 100% employer match about $337,449 at 4% or $224,966 at 6%. |
| Effectual 401(K) Plan | - | 17 | $829,528 | $458,930 | $26,996iApproximate average salary by contribution assumption: employee only about $674,897 at 4% or $449,931 at 6%; with 50% employer match about $449,931 at 4% or $299,954 at 6%; with 100% employer match about $337,449 at 4% or $224,966 at 6%. |
| 2018 | 1 | 2 | $277,908 | $295,715 | $147,858iApproximate average salary by contribution assumption: employee only about $3,696,438 at 4% or $2,464,292 at 6%; with 50% employer match about $2,464,292 at 4% or $1,642,861 at 6%; with 100% employer match about $1,848,219 at 4% or $1,232,146 at 6%. |
| Effectual 401(K) Plan | - | 2 | $277,908 | $295,715 | $147,858iApproximate average salary by contribution assumption: employee only about $3,696,438 at 4% or $2,464,292 at 6%; with 50% employer match about $2,464,292 at 4% or $1,642,861 at 6%; with 100% employer match about $1,848,219 at 4% or $1,232,146 at 6%. |