Civic Intelligence

United Way Inc.

Plan context: Tax Deferred Annuity Plan of United Way Inc.

EIN 01-0241767 • Portland, ME • 26 filings • 2 plans

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550 Forest AvenueSuite 100Portland, ME 04101-1505
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$5,433,965

2024 Contributions

$500,244

Historical Graphs

Total Assets Over Time

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

$5,433,965$2,716,983$0200920172024YearValue
$5,433,965Latest year 2024

Participants Over Time

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

65330200920172024YearValue
62Latest 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
2024162$5,433,965$500,244$8,068iApproximate average salary by contribution assumption: employee only about $201,711 at 4% or $134,474 at 6%; with 50% employer match about $134,474 at 4% or $89,649 at 6%; with 100% employer match about $100,856 at 4% or $67,237 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-62$5,433,965$500,244$8,068iApproximate average salary by contribution assumption: employee only about $201,711 at 4% or $134,474 at 6%; with 50% employer match about $134,474 at 4% or $89,649 at 6%; with 100% employer match about $100,856 at 4% or $67,237 at 6%.
2023165$4,669,736$438,238$6,742iApproximate average salary by contribution assumption: employee only about $168,553 at 4% or $112,369 at 6%; with 50% employer match about $112,369 at 4% or $74,912 at 6%; with 100% employer match about $84,277 at 4% or $56,184 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-65$4,669,736$438,238$6,742iApproximate average salary by contribution assumption: employee only about $168,553 at 4% or $112,369 at 6%; with 50% employer match about $112,369 at 4% or $74,912 at 6%; with 100% employer match about $84,277 at 4% or $56,184 at 6%.
2022162$3,906,687$396,595$6,397iApproximate average salary by contribution assumption: employee only about $159,917 at 4% or $106,612 at 6%; with 50% employer match about $106,612 at 4% or $71,074 at 6%; with 100% employer match about $79,959 at 4% or $53,306 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-62$3,906,687$396,595$6,397iApproximate average salary by contribution assumption: employee only about $159,917 at 4% or $106,612 at 6%; with 50% employer match about $106,612 at 4% or $71,074 at 6%; with 100% employer match about $79,959 at 4% or $53,306 at 6%.
2021156$4,384,624$408,223$7,290iApproximate average salary by contribution assumption: employee only about $182,242 at 4% or $121,495 at 6%; with 50% employer match about $121,495 at 4% or $80,997 at 6%; with 100% employer match about $91,121 at 4% or $60,747 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-56$4,384,624$408,223$7,290iApproximate average salary by contribution assumption: employee only about $182,242 at 4% or $121,495 at 6%; with 50% employer match about $121,495 at 4% or $80,997 at 6%; with 100% employer match about $91,121 at 4% or $60,747 at 6%.
2020152$3,745,282$365,134$7,022iApproximate average salary by contribution assumption: employee only about $175,545 at 4% or $117,030 at 6%; with 50% employer match about $117,030 at 4% or $78,020 at 6%; with 100% employer match about $87,773 at 4% or $58,515 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-52$3,745,282$365,134$7,022iApproximate average salary by contribution assumption: employee only about $175,545 at 4% or $117,030 at 6%; with 50% employer match about $117,030 at 4% or $78,020 at 6%; with 100% employer match about $87,773 at 4% or $58,515 at 6%.
2019150$2,973,316$281,929$5,639iApproximate average salary by contribution assumption: employee only about $140,965 at 4% or $93,976 at 6%; with 50% employer match about $93,976 at 4% or $62,651 at 6%; with 100% employer match about $70,482 at 4% or $46,988 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-50$2,973,316$281,929$5,639iApproximate average salary by contribution assumption: employee only about $140,965 at 4% or $93,976 at 6%; with 50% employer match about $93,976 at 4% or $62,651 at 6%; with 100% employer match about $70,482 at 4% or $46,988 at 6%.
2018140$2,361,694$247,289$6,182iApproximate average salary by contribution assumption: employee only about $154,556 at 4% or $103,037 at 6%; with 50% employer match about $103,037 at 4% or $68,691 at 6%; with 100% employer match about $77,278 at 4% or $51,519 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-40$2,361,694$247,289$6,182iApproximate average salary by contribution assumption: employee only about $154,556 at 4% or $103,037 at 6%; with 50% employer match about $103,037 at 4% or $68,691 at 6%; with 100% employer match about $77,278 at 4% or $51,519 at 6%.
2017143$3,163,454$245,930$5,719iApproximate average salary by contribution assumption: employee only about $142,983 at 4% or $95,322 at 6%; with 50% employer match about $95,322 at 4% or $63,548 at 6%; with 100% employer match about $71,491 at 4% or $47,661 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-43$3,163,454$245,930$5,719iApproximate average salary by contribution assumption: employee only about $142,983 at 4% or $95,322 at 6%; with 50% employer match about $95,322 at 4% or $63,548 at 6%; with 100% employer match about $71,491 at 4% or $47,661 at 6%.
2016142$2,790,740$447,790$10,662iApproximate average salary by contribution assumption: employee only about $266,542 at 4% or $177,694 at 6%; with 50% employer match about $177,694 at 4% or $118,463 at 6%; with 100% employer match about $133,271 at 4% or $88,847 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-42$2,790,740$447,790$10,662iApproximate average salary by contribution assumption: employee only about $266,542 at 4% or $177,694 at 6%; with 50% employer match about $177,694 at 4% or $118,463 at 6%; with 100% employer match about $133,271 at 4% or $88,847 at 6%.
2015140$2,269,285$253,547$6,339iApproximate average salary by contribution assumption: employee only about $158,467 at 4% or $105,645 at 6%; with 50% employer match about $105,645 at 4% or $70,430 at 6%; with 100% employer match about $79,233 at 4% or $52,822 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-40$2,269,285$253,547$6,339iApproximate average salary by contribution assumption: employee only about $158,467 at 4% or $105,645 at 6%; with 50% employer match about $105,645 at 4% or $70,430 at 6%; with 100% employer match about $79,233 at 4% or $52,822 at 6%.
2014139$2,311,928$214,075$5,489iApproximate average salary by contribution assumption: employee only about $137,228 at 4% or $91,485 at 6%; with 50% employer match about $91,485 at 4% or $60,990 at 6%; with 100% employer match about $68,614 at 4% or $45,743 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-39$2,311,928$214,075$5,489iApproximate average salary by contribution assumption: employee only about $137,228 at 4% or $91,485 at 6%; with 50% employer match about $91,485 at 4% or $60,990 at 6%; with 100% employer match about $68,614 at 4% or $45,743 at 6%.
2013141$2,235,921$212,906$5,193iApproximate average salary by contribution assumption: employee only about $129,821 at 4% or $86,547 at 6%; with 50% employer match about $86,547 at 4% or $57,698 at 6%; with 100% employer match about $64,910 at 4% or $43,274 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-41$2,235,921$212,906$5,193iApproximate average salary by contribution assumption: employee only about $129,821 at 4% or $86,547 at 6%; with 50% employer match about $86,547 at 4% or $57,698 at 6%; with 100% employer match about $64,910 at 4% or $43,274 at 6%.
2012142$2,032,762$178,839$4,258iApproximate average salary by contribution assumption: employee only about $106,452 at 4% or $70,968 at 6%; with 50% employer match about $70,968 at 4% or $47,312 at 6%; with 100% employer match about $53,226 at 4% or $35,484 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-42$2,032,762$178,839$4,258iApproximate average salary by contribution assumption: employee only about $106,452 at 4% or $70,968 at 6%; with 50% employer match about $70,968 at 4% or $47,312 at 6%; with 100% employer match about $53,226 at 4% or $35,484 at 6%.
2011137$1,733,755$185,003$5,000iApproximate average salary by contribution assumption: employee only about $125,002 at 4% or $83,335 at 6%; with 50% employer match about $83,335 at 4% or $55,556 at 6%; with 100% employer match about $62,501 at 4% or $41,667 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-37$1,733,755$185,003$5,000iApproximate average salary by contribution assumption: employee only about $125,002 at 4% or $83,335 at 6%; with 50% employer match about $83,335 at 4% or $55,556 at 6%; with 100% employer match about $62,501 at 4% or $41,667 at 6%.
2010139$1,873,335$244,484$6,269iApproximate average salary by contribution assumption: employee only about $156,721 at 4% or $104,480 at 6%; with 50% employer match about $104,480 at 4% or $69,654 at 6%; with 100% employer match about $78,360 at 4% or $52,240 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-39$1,873,335$244,484$6,269iApproximate average salary by contribution assumption: employee only about $156,721 at 4% or $104,480 at 6%; with 50% employer match about $104,480 at 4% or $69,654 at 6%; with 100% employer match about $78,360 at 4% or $52,240 at 6%.
2009143$1,683,783$203,544$4,734iApproximate average salary by contribution assumption: employee only about $118,340 at 4% or $78,893 at 6%; with 50% employer match about $78,893 at 4% or $52,595 at 6%; with 100% employer match about $59,170 at 4% or $39,447 at 6%.
Tax Deferred Annuity Plan of United Way Inc.-43$1,683,783$203,544$4,734iApproximate average salary by contribution assumption: employee only about $118,340 at 4% or $78,893 at 6%; with 50% employer match about $78,893 at 4% or $52,595 at 6%; with 100% employer match about $59,170 at 4% or $39,447 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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