Arizona Education Association
Plan context: Aea Employees 401K Plan & Trust
EIN 86-0002685 • Phoenix, AZ • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
37
2024 Assets
$2,040,552
2024 Contributions
$78,791
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 | 37 | $2,040,552 | $78,791 | $2,129iApproximate average salary by contribution assumption: employee only about $53,237 at 4% or $35,491 at 6%; with 50% employer match about $35,491 at 4% or $23,661 at 6%; with 100% employer match about $26,619 at 4% or $17,746 at 6%. |
| Aea Employees 401K Plan & Trust | - | 37 | $2,040,552 | $78,791 | $2,129iApproximate average salary by contribution assumption: employee only about $53,237 at 4% or $35,491 at 6%; with 50% employer match about $35,491 at 4% or $23,661 at 6%; with 100% employer match about $26,619 at 4% or $17,746 at 6%. |
| 2023 | 1 | 40 | $1,782,042 | $67,531 | $1,688iApproximate average salary by contribution assumption: employee only about $42,207 at 4% or $28,138 at 6%; with 50% employer match about $28,138 at 4% or $18,759 at 6%; with 100% employer match about $21,103 at 4% or $14,069 at 6%. |
| Aea Employees 401K Plan & Trust | - | 40 | $1,782,042 | $67,531 | $1,688iApproximate average salary by contribution assumption: employee only about $42,207 at 4% or $28,138 at 6%; with 50% employer match about $28,138 at 4% or $18,759 at 6%; with 100% employer match about $21,103 at 4% or $14,069 at 6%. |
| 2022 | 1 | 36 | $1,965,010 | $142,204 | $3,950iApproximate average salary by contribution assumption: employee only about $98,753 at 4% or $65,835 at 6%; with 50% employer match about $65,835 at 4% or $43,890 at 6%; with 100% employer match about $49,376 at 4% or $32,918 at 6%. |
| Aea Employees 401K Plan & Trust | - | 36 | $1,965,010 | $142,204 | $3,950iApproximate average salary by contribution assumption: employee only about $98,753 at 4% or $65,835 at 6%; with 50% employer match about $65,835 at 4% or $43,890 at 6%; with 100% employer match about $49,376 at 4% or $32,918 at 6%. |
| 2021 | 1 | 32 | $2,200,579 | $81,266 | $2,540iApproximate average salary by contribution assumption: employee only about $63,489 at 4% or $42,326 at 6%; with 50% employer match about $42,326 at 4% or $28,217 at 6%; with 100% employer match about $31,745 at 4% or $21,163 at 6%. |
| Aea Employees 401K Plan & Trust | - | 32 | $2,200,579 | $81,266 | $2,540iApproximate average salary by contribution assumption: employee only about $63,489 at 4% or $42,326 at 6%; with 50% employer match about $42,326 at 4% or $28,217 at 6%; with 100% employer match about $31,745 at 4% or $21,163 at 6%. |
| 2020 | 1 | 35 | $2,352,918 | $71,975 | $2,056iApproximate average salary by contribution assumption: employee only about $51,411 at 4% or $34,274 at 6%; with 50% employer match about $34,274 at 4% or $22,849 at 6%; with 100% employer match about $25,705 at 4% or $17,137 at 6%. |
| Aea Employees 401K Plan & Trust | - | 35 | $2,352,918 | $71,975 | $2,056iApproximate average salary by contribution assumption: employee only about $51,411 at 4% or $34,274 at 6%; with 50% employer match about $34,274 at 4% or $22,849 at 6%; with 100% employer match about $25,705 at 4% or $17,137 at 6%. |
| 2019 | 1 | 35 | $2,281,305 | $102,945 | $2,941iApproximate average salary by contribution assumption: employee only about $73,532 at 4% or $49,021 at 6%; with 50% employer match about $49,021 at 4% or $32,681 at 6%; with 100% employer match about $36,766 at 4% or $24,511 at 6%. |
| Aea Employees 401K Plan & Trust | - | 35 | $2,281,305 | $102,945 | $2,941iApproximate average salary by contribution assumption: employee only about $73,532 at 4% or $49,021 at 6%; with 50% employer match about $49,021 at 4% or $32,681 at 6%; with 100% employer match about $36,766 at 4% or $24,511 at 6%. |
| 2018 | 1 | 35 | $1,902,901 | $117,812 | $3,366iApproximate average salary by contribution assumption: employee only about $84,151 at 4% or $56,101 at 6%; with 50% employer match about $56,101 at 4% or $37,401 at 6%; with 100% employer match about $42,076 at 4% or $28,050 at 6%. |
| Aea Employees 401K Plan & Trust | - | 35 | $1,902,901 | $117,812 | $3,366iApproximate average salary by contribution assumption: employee only about $84,151 at 4% or $56,101 at 6%; with 50% employer match about $56,101 at 4% or $37,401 at 6%; with 100% employer match about $42,076 at 4% or $28,050 at 6%. |
| 2017 | 1 | 38 | $2,187,648 | $117,263 | $3,086iApproximate average salary by contribution assumption: employee only about $77,147 at 4% or $51,431 at 6%; with 50% employer match about $51,431 at 4% or $34,287 at 6%; with 100% employer match about $38,573 at 4% or $25,716 at 6%. |
| Aea Employees 401K Plan & Trust | - | 38 | $2,187,648 | $117,263 | $3,086iApproximate average salary by contribution assumption: employee only about $77,147 at 4% or $51,431 at 6%; with 50% employer match about $51,431 at 4% or $34,287 at 6%; with 100% employer match about $38,573 at 4% or $25,716 at 6%. |
| 2016 | 1 | 34 | $1,846,199 | $276,705 | $8,138iApproximate average salary by contribution assumption: employee only about $203,460 at 4% or $135,640 at 6%; with 50% employer match about $135,640 at 4% or $90,426 at 6%; with 100% employer match about $101,730 at 4% or $67,820 at 6%. |
| Aea Employees 401K Plan & Trust | - | 34 | $1,846,199 | $276,705 | $8,138iApproximate average salary by contribution assumption: employee only about $203,460 at 4% or $135,640 at 6%; with 50% employer match about $135,640 at 4% or $90,426 at 6%; with 100% employer match about $101,730 at 4% or $67,820 at 6%. |
| 2015 | 1 | 38 | $2,198,763 | $186,285 | $4,902iApproximate average salary by contribution assumption: employee only about $122,556 at 4% or $81,704 at 6%; with 50% employer match about $81,704 at 4% or $54,469 at 6%; with 100% employer match about $61,278 at 4% or $40,852 at 6%. |
| Aea Employees 401K Plan & Trust | - | 38 | $2,198,763 | $186,285 | $4,902iApproximate average salary by contribution assumption: employee only about $122,556 at 4% or $81,704 at 6%; with 50% employer match about $81,704 at 4% or $54,469 at 6%; with 100% employer match about $61,278 at 4% or $40,852 at 6%. |
| 2014 | 1 | 34 | $2,229,810 | $233,667 | $6,873iApproximate average salary by contribution assumption: employee only about $171,814 at 4% or $114,543 at 6%; with 50% employer match about $114,543 at 4% or $76,362 at 6%; with 100% employer match about $85,907 at 4% or $57,271 at 6%. |
| Aea Employees 401K Plan & Trust | - | 34 | $2,229,810 | $233,667 | $6,873iApproximate average salary by contribution assumption: employee only about $171,814 at 4% or $114,543 at 6%; with 50% employer match about $114,543 at 4% or $76,362 at 6%; with 100% employer match about $85,907 at 4% or $57,271 at 6%. |
| 2013 | 1 | 40 | $2,278,214 | $161,823 | $4,046iApproximate average salary by contribution assumption: employee only about $101,139 at 4% or $67,426 at 6%; with 50% employer match about $67,426 at 4% or $44,951 at 6%; with 100% employer match about $50,570 at 4% or $33,713 at 6%. |
| Aea Employees 401K Plan & Trust | - | 40 | $2,278,214 | $161,823 | $4,046iApproximate average salary by contribution assumption: employee only about $101,139 at 4% or $67,426 at 6%; with 50% employer match about $67,426 at 4% or $44,951 at 6%; with 100% employer match about $50,570 at 4% or $33,713 at 6%. |
| 2012 | 1 | 45 | $1,990,160 | $140,436 | $3,121iApproximate average salary by contribution assumption: employee only about $78,020 at 4% or $52,013 at 6%; with 50% employer match about $52,013 at 4% or $34,676 at 6%; with 100% employer match about $39,010 at 4% or $26,007 at 6%. |
| Aea Employees 401K Plan & Trust | - | 45 | $1,990,160 | $140,436 | $3,121iApproximate average salary by contribution assumption: employee only about $78,020 at 4% or $52,013 at 6%; with 50% employer match about $52,013 at 4% or $34,676 at 6%; with 100% employer match about $39,010 at 4% or $26,007 at 6%. |
| 2011 | 1 | 48 | $1,796,967 | $236,846 | $4,934iApproximate average salary by contribution assumption: employee only about $123,357 at 4% or $82,238 at 6%; with 50% employer match about $82,238 at 4% or $54,825 at 6%; with 100% employer match about $61,679 at 4% or $41,119 at 6%. |
| Aea Employees 401K Plan & Trust | - | 48 | $1,796,967 | $236,846 | $4,934iApproximate average salary by contribution assumption: employee only about $123,357 at 4% or $82,238 at 6%; with 50% employer match about $82,238 at 4% or $54,825 at 6%; with 100% employer match about $61,679 at 4% or $41,119 at 6%. |
| 2010 | 1 | 53 | $2,076,700 | $238,230 | $4,495iApproximate average salary by contribution assumption: employee only about $112,373 at 4% or $74,915 at 6%; with 50% employer match about $74,915 at 4% or $49,943 at 6%; with 100% employer match about $56,186 at 4% or $37,458 at 6%. |
| Aea Employees 401K Plan & Trust | - | 53 | $2,076,700 | $238,230 | $4,495iApproximate average salary by contribution assumption: employee only about $112,373 at 4% or $74,915 at 6%; with 50% employer match about $74,915 at 4% or $49,943 at 6%; with 100% employer match about $56,186 at 4% or $37,458 at 6%. |
| 2009 | 1 | 56 | $1,717,097 | $303,555 | $5,421iApproximate average salary by contribution assumption: employee only about $135,516 at 4% or $90,344 at 6%; with 50% employer match about $90,344 at 4% or $60,229 at 6%; with 100% employer match about $67,758 at 4% or $45,172 at 6%. |
| Aea Employees 401K Plan & Trust | - | 56 | $1,717,097 | $303,555 | $5,421iApproximate average salary by contribution assumption: employee only about $135,516 at 4% or $90,344 at 6%; with 50% employer match about $90,344 at 4% or $60,229 at 6%; with 100% employer match about $67,758 at 4% or $45,172 at 6%. |
| 2008 | 1 | 58 | $0 | $0 | - |
| Aea Employees 401K Plan & Trust | - | 58 | - | - | - |
| 2007 | 1 | 66 | $0 | $0 | - |
| Aea Employees 401K Plan & Trust | - | 66 | - | - | - |
| 2006 | 1 | 56 | $1,508,185 | $217,455 | $3,883iApproximate average salary by contribution assumption: employee only about $97,078 at 4% or $64,719 at 6%; with 50% employer match about $64,719 at 4% or $43,146 at 6%; with 100% employer match about $48,539 at 4% or $32,359 at 6%. |
| Aea Employees 401K Plan & Trust | - | 56 | $1,508,185 | $217,455 | $3,883iApproximate average salary by contribution assumption: employee only about $97,078 at 4% or $64,719 at 6%; with 50% employer match about $64,719 at 4% or $43,146 at 6%; with 100% employer match about $48,539 at 4% or $32,359 at 6%. |
| 2005 | 1 | 52 | $1,454,757 | $244,110 | $4,694iApproximate average salary by contribution assumption: employee only about $117,361 at 4% or $78,240 at 6%; with 50% employer match about $78,240 at 4% or $52,160 at 6%; with 100% employer match about $58,680 at 4% or $39,120 at 6%. |
| Aea Employees 401K Plan & Trust | - | 52 | $1,454,757 | $244,110 | $4,694iApproximate average salary by contribution assumption: employee only about $117,361 at 4% or $78,240 at 6%; with 50% employer match about $78,240 at 4% or $52,160 at 6%; with 100% employer match about $58,680 at 4% or $39,120 at 6%. |
| 2004 | 1 | 53 | $1,217,335 | $236,972 | $4,471iApproximate average salary by contribution assumption: employee only about $111,779 at 4% or $74,519 at 6%; with 50% employer match about $74,519 at 4% or $49,680 at 6%; with 100% employer match about $55,890 at 4% or $37,260 at 6%. |
| Aea Employees 401K Plan & Trust | - | 53 | $1,217,335 | $236,972 | $4,471iApproximate average salary by contribution assumption: employee only about $111,779 at 4% or $74,519 at 6%; with 50% employer match about $74,519 at 4% or $49,680 at 6%; with 100% employer match about $55,890 at 4% or $37,260 at 6%. |
| 2003 | 1 | 59 | $900,581 | $202,314 | $3,429iApproximate average salary by contribution assumption: employee only about $85,726 at 4% or $57,151 at 6%; with 50% employer match about $57,151 at 4% or $38,101 at 6%; with 100% employer match about $42,863 at 4% or $28,575 at 6%. |
| Aea Employees 401K Plan & Trust | - | 59 | $900,581 | $202,314 | $3,429iApproximate average salary by contribution assumption: employee only about $85,726 at 4% or $57,151 at 6%; with 50% employer match about $57,151 at 4% or $38,101 at 6%; with 100% employer match about $42,863 at 4% or $28,575 at 6%. |
| 2002 | 1 | 58 | $0 | $0 | - |
| Aea Employees 401K Plan & Trust | - | 58 | - | - | - |
| 2001 | 1 | 54 | $0 | $0 | - |
| Aea Employees 401K Plan & Trust | - | 54 | - | - | - |
| 2000 | 1 | 48 | $0 | $0 | - |
| Aea Employees 401K Plan & Trust | - | 48 | - | - | - |
| 1999 | 1 | 49 | $291,944 | $170,862 | $3,487iApproximate average salary by contribution assumption: employee only about $87,174 at 4% or $58,116 at 6%; with 50% employer match about $58,116 at 4% or $38,744 at 6%; with 100% employer match about $43,587 at 4% or $29,058 at 6%. |
| Aea Employees 401K Plan & Trust | - | 49 | $291,944 | $170,862 | $3,487iApproximate average salary by contribution assumption: employee only about $87,174 at 4% or $58,116 at 6%; with 50% employer match about $58,116 at 4% or $38,744 at 6%; with 100% employer match about $43,587 at 4% or $29,058 at 6%. |