INSTITUTE FOR EFFECTIVE EDUCATION
Plan context: The Institute for Effective Education 403(B) Plan
EIN 95-2773236 • 16 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
223
2023 Assets
$4,473,652
2023 Contributions
$860,549
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 223 | $4,473,652 | $860,549 | $3,859iApproximate average salary by contribution assumption: employee only about $96,474 at 4% or $64,316 at 6%; with 50% employer match about $64,316 at 4% or $42,877 at 6%; with 100% employer match about $48,237 at 4% or $32,158 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 223 | $4,473,652 | $860,549 | $3,859iApproximate average salary by contribution assumption: employee only about $96,474 at 4% or $64,316 at 6%; with 50% employer match about $64,316 at 4% or $42,877 at 6%; with 100% employer match about $48,237 at 4% or $32,158 at 6%. |
| 2022 | 1 | 330 | $3,256,768 | $713,840 | $2,163iApproximate average salary by contribution assumption: employee only about $54,079 at 4% or $36,053 at 6%; with 50% employer match about $36,053 at 4% or $24,035 at 6%; with 100% employer match about $27,039 at 4% or $18,026 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 330 | $3,256,768 | $713,840 | $2,163iApproximate average salary by contribution assumption: employee only about $54,079 at 4% or $36,053 at 6%; with 50% employer match about $36,053 at 4% or $24,035 at 6%; with 100% employer match about $27,039 at 4% or $18,026 at 6%. |
| 2021 | 1 | 227 | $2,425,051 | $234,643 | $1,034iApproximate average salary by contribution assumption: employee only about $25,842 at 4% or $17,228 at 6%; with 50% employer match about $17,228 at 4% or $11,485 at 6%; with 100% employer match about $12,921 at 4% or $8,614 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 227 | $2,425,051 | $234,643 | $1,034iApproximate average salary by contribution assumption: employee only about $25,842 at 4% or $17,228 at 6%; with 50% employer match about $17,228 at 4% or $11,485 at 6%; with 100% employer match about $12,921 at 4% or $8,614 at 6%. |
| 2020 | 1 | 231 | $4,331,844 | $290,021 | $1,256iApproximate average salary by contribution assumption: employee only about $31,388 at 4% or $20,925 at 6%; with 50% employer match about $20,925 at 4% or $13,950 at 6%; with 100% employer match about $15,694 at 4% or $10,463 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 231 | $4,331,844 | $290,021 | $1,256iApproximate average salary by contribution assumption: employee only about $31,388 at 4% or $20,925 at 6%; with 50% employer match about $20,925 at 4% or $13,950 at 6%; with 100% employer match about $15,694 at 4% or $10,463 at 6%. |
| 2019 | 1 | 248 | $3,270,152 | $280,109 | $1,129iApproximate average salary by contribution assumption: employee only about $28,237 at 4% or $18,825 at 6%; with 50% employer match about $18,825 at 4% or $12,550 at 6%; with 100% employer match about $14,118 at 4% or $9,412 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 248 | $3,270,152 | $280,109 | $1,129iApproximate average salary by contribution assumption: employee only about $28,237 at 4% or $18,825 at 6%; with 50% employer match about $18,825 at 4% or $12,550 at 6%; with 100% employer match about $14,118 at 4% or $9,412 at 6%. |
| 2018 | 1 | 197 | $2,643,411 | $291,968 | $1,482iApproximate average salary by contribution assumption: employee only about $37,052 at 4% or $24,701 at 6%; with 50% employer match about $24,701 at 4% or $16,467 at 6%; with 100% employer match about $18,526 at 4% or $12,351 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 197 | $2,643,411 | $291,968 | $1,482iApproximate average salary by contribution assumption: employee only about $37,052 at 4% or $24,701 at 6%; with 50% employer match about $24,701 at 4% or $16,467 at 6%; with 100% employer match about $18,526 at 4% or $12,351 at 6%. |
| 2017 | 1 | 262 | $2,538,483 | $266,664 | $1,018iApproximate average salary by contribution assumption: employee only about $25,445 at 4% or $16,963 at 6%; with 50% employer match about $16,963 at 4% or $11,309 at 6%; with 100% employer match about $12,723 at 4% or $8,482 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 262 | $2,538,483 | $266,664 | $1,018iApproximate average salary by contribution assumption: employee only about $25,445 at 4% or $16,963 at 6%; with 50% employer match about $16,963 at 4% or $11,309 at 6%; with 100% employer match about $12,723 at 4% or $8,482 at 6%. |
| 2016 | 1 | 228 | $2,140,673 | $247,111 | $1,084iApproximate average salary by contribution assumption: employee only about $27,096 at 4% or $18,064 at 6%; with 50% employer match about $18,064 at 4% or $12,042 at 6%; with 100% employer match about $13,548 at 4% or $9,032 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 228 | $2,140,673 | $247,111 | $1,084iApproximate average salary by contribution assumption: employee only about $27,096 at 4% or $18,064 at 6%; with 50% employer match about $18,064 at 4% or $12,042 at 6%; with 100% employer match about $13,548 at 4% or $9,032 at 6%. |
| 2015 | 1 | 152 | $1,689,336 | $252,336 | $1,660iApproximate average salary by contribution assumption: employee only about $41,503 at 4% or $27,668 at 6%; with 50% employer match about $27,668 at 4% or $18,446 at 6%; with 100% employer match about $20,751 at 4% or $13,834 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 152 | $1,689,336 | $252,336 | $1,660iApproximate average salary by contribution assumption: employee only about $41,503 at 4% or $27,668 at 6%; with 50% employer match about $27,668 at 4% or $18,446 at 6%; with 100% employer match about $20,751 at 4% or $13,834 at 6%. |
| 2014 | 1 | 146 | $1,350,236 | $233,386 | $1,599iApproximate average salary by contribution assumption: employee only about $39,963 at 4% or $26,642 at 6%; with 50% employer match about $26,642 at 4% or $17,761 at 6%; with 100% employer match about $19,982 at 4% or $13,321 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 146 | $1,350,236 | $233,386 | $1,599iApproximate average salary by contribution assumption: employee only about $39,963 at 4% or $26,642 at 6%; with 50% employer match about $26,642 at 4% or $17,761 at 6%; with 100% employer match about $19,982 at 4% or $13,321 at 6%. |
| 2013 | 1 | 163 | $1,179,554 | $225,304 | $1,382iApproximate average salary by contribution assumption: employee only about $34,556 at 4% or $23,037 at 6%; with 50% employer match about $23,037 at 4% or $15,358 at 6%; with 100% employer match about $17,278 at 4% or $11,519 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 163 | $1,179,554 | $225,304 | $1,382iApproximate average salary by contribution assumption: employee only about $34,556 at 4% or $23,037 at 6%; with 50% employer match about $23,037 at 4% or $15,358 at 6%; with 100% employer match about $17,278 at 4% or $11,519 at 6%. |
| 2012 | 1 | 153 | $835,276 | $135,346 | $885iApproximate average salary by contribution assumption: employee only about $22,115 at 4% or $14,744 at 6%; with 50% employer match about $14,744 at 4% or $9,829 at 6%; with 100% employer match about $11,058 at 4% or $7,372 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 153 | $835,276 | $135,346 | $885iApproximate average salary by contribution assumption: employee only about $22,115 at 4% or $14,744 at 6%; with 50% employer match about $14,744 at 4% or $9,829 at 6%; with 100% employer match about $11,058 at 4% or $7,372 at 6%. |
| 2011 | 1 | 139 | $642,346 | $150,374 | $1,082iApproximate average salary by contribution assumption: employee only about $27,046 at 4% or $18,030 at 6%; with 50% employer match about $18,030 at 4% or $12,020 at 6%; with 100% employer match about $13,523 at 4% or $9,015 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 139 | $642,346 | $150,374 | $1,082iApproximate average salary by contribution assumption: employee only about $27,046 at 4% or $18,030 at 6%; with 50% employer match about $18,030 at 4% or $12,020 at 6%; with 100% employer match about $13,523 at 4% or $9,015 at 6%. |
| 2010 | 1 | 150 | $519,939 | $172,251 | $1,148iApproximate average salary by contribution assumption: employee only about $28,708 at 4% or $19,139 at 6%; with 50% employer match about $19,139 at 4% or $12,759 at 6%; with 100% employer match about $14,354 at 4% or $9,570 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 150 | $519,939 | $172,251 | $1,148iApproximate average salary by contribution assumption: employee only about $28,708 at 4% or $19,139 at 6%; with 50% employer match about $19,139 at 4% or $12,759 at 6%; with 100% employer match about $14,354 at 4% or $9,570 at 6%. |
| 2009 | 1 | 152 | $376,905 | $174,673 | $1,149iApproximate average salary by contribution assumption: employee only about $28,729 at 4% or $19,153 at 6%; with 50% employer match about $19,153 at 4% or $12,768 at 6%; with 100% employer match about $14,365 at 4% or $9,576 at 6%. |
| The Institute for Effective Education 403(B) Plan | - | 152 | $376,905 | $174,673 | $1,149iApproximate average salary by contribution assumption: employee only about $28,729 at 4% or $19,153 at 6%; with 50% employer match about $19,153 at 4% or $12,768 at 6%; with 100% employer match about $14,365 at 4% or $9,576 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Institute for Effective Education 403(B) Plan | - | 0 | - | - | - |