Nellie Mae Education Foundation Inc.
Plan context: Nellie Mae Education Foundation Inc. 401(K) Plan
EIN 04-2755323 • Quincy, MA • 37 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
30
2024 Assets
$8,302,643
2024 Contributions
$320,720
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 | 30 | $8,302,643 | $320,720 | $10,691iApproximate average salary by contribution assumption: employee only about $267,267 at 4% or $178,178 at 6%; with 50% employer match about $178,178 at 4% or $118,785 at 6%; with 100% employer match about $133,633 at 4% or $89,089 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 30 | $8,302,643 | $320,720 | $10,691iApproximate average salary by contribution assumption: employee only about $267,267 at 4% or $178,178 at 6%; with 50% employer match about $178,178 at 4% or $118,785 at 6%; with 100% employer match about $133,633 at 4% or $89,089 at 6%. |
| 2023 | 1 | 18 | $7,644,760 | $837,755 | $46,542iApproximate average salary by contribution assumption: employee only about $1,163,549 at 4% or $775,699 at 6%; with 50% employer match about $775,699 at 4% or $517,133 at 6%; with 100% employer match about $581,774 at 4% or $387,850 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 18 | $7,644,760 | $837,755 | $46,542iApproximate average salary by contribution assumption: employee only about $1,163,549 at 4% or $775,699 at 6%; with 50% employer match about $775,699 at 4% or $517,133 at 6%; with 100% employer match about $581,774 at 4% or $387,850 at 6%. |
| 2022 | 1 | 21 | $7,309,435 | $615,199 | $29,295iApproximate average salary by contribution assumption: employee only about $732,380 at 4% or $488,253 at 6%; with 50% employer match about $488,253 at 4% or $325,502 at 6%; with 100% employer match about $366,190 at 4% or $244,127 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 21 | $7,309,435 | $615,199 | $29,295iApproximate average salary by contribution assumption: employee only about $732,380 at 4% or $488,253 at 6%; with 50% employer match about $488,253 at 4% or $325,502 at 6%; with 100% employer match about $366,190 at 4% or $244,127 at 6%. |
| 2021 | 1 | 19 | $12,299,377 | $609,868 | $32,098iApproximate average salary by contribution assumption: employee only about $802,458 at 4% or $534,972 at 6%; with 50% employer match about $534,972 at 4% or $356,648 at 6%; with 100% employer match about $401,229 at 4% or $267,486 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 19 | $12,299,377 | $609,868 | $32,098iApproximate average salary by contribution assumption: employee only about $802,458 at 4% or $534,972 at 6%; with 50% employer match about $534,972 at 4% or $356,648 at 6%; with 100% employer match about $401,229 at 4% or $267,486 at 6%. |
| 2020 | 1 | 18 | $10,603,414 | $673,603 | $37,422iApproximate average salary by contribution assumption: employee only about $935,560 at 4% or $623,706 at 6%; with 50% employer match about $623,706 at 4% or $415,804 at 6%; with 100% employer match about $467,780 at 4% or $311,853 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 18 | $10,603,414 | $673,603 | $37,422iApproximate average salary by contribution assumption: employee only about $935,560 at 4% or $623,706 at 6%; with 50% employer match about $623,706 at 4% or $415,804 at 6%; with 100% employer match about $467,780 at 4% or $311,853 at 6%. |
| 2019 | 1 | 23 | $11,279,776 | $472,798 | $20,556iApproximate average salary by contribution assumption: employee only about $513,911 at 4% or $342,607 at 6%; with 50% employer match about $342,607 at 4% or $228,405 at 6%; with 100% employer match about $256,955 at 4% or $171,304 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 23 | $11,279,776 | $472,798 | $20,556iApproximate average salary by contribution assumption: employee only about $513,911 at 4% or $342,607 at 6%; with 50% employer match about $342,607 at 4% or $228,405 at 6%; with 100% employer match about $256,955 at 4% or $171,304 at 6%. |
| 2018 | 1 | 27 | $9,329,117 | $893,475 | $33,092iApproximate average salary by contribution assumption: employee only about $827,292 at 4% or $551,528 at 6%; with 50% employer match about $551,528 at 4% or $367,685 at 6%; with 100% employer match about $413,646 at 4% or $275,764 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 27 | $9,329,117 | $893,475 | $33,092iApproximate average salary by contribution assumption: employee only about $827,292 at 4% or $551,528 at 6%; with 50% employer match about $551,528 at 4% or $367,685 at 6%; with 100% employer match about $413,646 at 4% or $275,764 at 6%. |
| 2017 | 1 | 27 | $9,699,342 | $448,898 | $16,626iApproximate average salary by contribution assumption: employee only about $415,646 at 4% or $277,098 at 6%; with 50% employer match about $277,098 at 4% or $184,732 at 6%; with 100% employer match about $207,823 at 4% or $138,549 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 27 | $9,699,342 | $448,898 | $16,626iApproximate average salary by contribution assumption: employee only about $415,646 at 4% or $277,098 at 6%; with 50% employer match about $277,098 at 4% or $184,732 at 6%; with 100% employer match about $207,823 at 4% or $138,549 at 6%. |
| 2016 | 1 | 23 | $7,662,782 | $869,755 | $37,815iApproximate average salary by contribution assumption: employee only about $945,386 at 4% or $630,257 at 6%; with 50% employer match about $630,257 at 4% or $420,171 at 6%; with 100% employer match about $472,693 at 4% or $315,129 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 23 | $7,662,782 | $869,755 | $37,815iApproximate average salary by contribution assumption: employee only about $945,386 at 4% or $630,257 at 6%; with 50% employer match about $630,257 at 4% or $420,171 at 6%; with 100% employer match about $472,693 at 4% or $315,129 at 6%. |
| 2015 | 1 | 21 | $6,315,309 | $319,082 | $15,194iApproximate average salary by contribution assumption: employee only about $379,860 at 4% or $253,240 at 6%; with 50% employer match about $253,240 at 4% or $168,826 at 6%; with 100% employer match about $189,930 at 4% or $126,620 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 21 | $6,315,309 | $319,082 | $15,194iApproximate average salary by contribution assumption: employee only about $379,860 at 4% or $253,240 at 6%; with 50% employer match about $253,240 at 4% or $168,826 at 6%; with 100% employer match about $189,930 at 4% or $126,620 at 6%. |
| 2014 | 1 | 22 | $6,665,949 | $781,820 | $35,537iApproximate average salary by contribution assumption: employee only about $888,432 at 4% or $592,288 at 6%; with 50% employer match about $592,288 at 4% or $394,859 at 6%; with 100% employer match about $444,216 at 4% or $296,144 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 22 | $6,665,949 | $781,820 | $35,537iApproximate average salary by contribution assumption: employee only about $888,432 at 4% or $592,288 at 6%; with 50% employer match about $592,288 at 4% or $394,859 at 6%; with 100% employer match about $444,216 at 4% or $296,144 at 6%. |
| 2013 | 1 | 20 | $5,467,855 | $532,013 | $26,601iApproximate average salary by contribution assumption: employee only about $665,016 at 4% or $443,344 at 6%; with 50% employer match about $443,344 at 4% or $295,563 at 6%; with 100% employer match about $332,508 at 4% or $221,672 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 20 | $5,467,855 | $532,013 | $26,601iApproximate average salary by contribution assumption: employee only about $665,016 at 4% or $443,344 at 6%; with 50% employer match about $443,344 at 4% or $295,563 at 6%; with 100% employer match about $332,508 at 4% or $221,672 at 6%. |
| 2012 | 1 | 19 | $3,942,348 | $501,755 | $26,408iApproximate average salary by contribution assumption: employee only about $660,204 at 4% or $440,136 at 6%; with 50% employer match about $440,136 at 4% or $293,424 at 6%; with 100% employer match about $330,102 at 4% or $220,068 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 19 | $3,942,348 | $501,755 | $26,408iApproximate average salary by contribution assumption: employee only about $660,204 at 4% or $440,136 at 6%; with 50% employer match about $440,136 at 4% or $293,424 at 6%; with 100% employer match about $330,102 at 4% or $220,068 at 6%. |
| 2011 | 1 | 19 | $3,138,341 | $474,554 | $24,977iApproximate average salary by contribution assumption: employee only about $624,413 at 4% or $416,275 at 6%; with 50% employer match about $416,275 at 4% or $277,517 at 6%; with 100% employer match about $312,207 at 4% or $208,138 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 19 | $3,138,341 | $474,554 | $24,977iApproximate average salary by contribution assumption: employee only about $624,413 at 4% or $416,275 at 6%; with 50% employer match about $416,275 at 4% or $277,517 at 6%; with 100% employer match about $312,207 at 4% or $208,138 at 6%. |
| 2010 | 1 | 18 | $2,799,788 | $460,732 | $25,596iApproximate average salary by contribution assumption: employee only about $639,906 at 4% or $426,604 at 6%; with 50% employer match about $426,604 at 4% or $284,402 at 6%; with 100% employer match about $319,953 at 4% or $213,302 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 18 | $2,799,788 | $460,732 | $25,596iApproximate average salary by contribution assumption: employee only about $639,906 at 4% or $426,604 at 6%; with 50% employer match about $426,604 at 4% or $284,402 at 6%; with 100% employer match about $319,953 at 4% or $213,302 at 6%. |
| 2009 | 2 | 17 | $2,304,453 | $290,111 | $17,065iApproximate average salary by contribution assumption: employee only about $426,634 at 4% or $284,423 at 6%; with 50% employer match about $284,423 at 4% or $189,615 at 6%; with 100% employer match about $213,317 at 4% or $142,211 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 17 | $2,304,453 | $290,111 | $17,065iApproximate average salary by contribution assumption: employee only about $426,634 at 4% or $284,423 at 6%; with 50% employer match about $284,423 at 4% or $189,615 at 6%; with 100% employer match about $213,317 at 4% or $142,211 at 6%. |
| Nellie Mae Foundation Inc. Pension Plan | - | 0 | - | - | - |
| 2008 | 2 | 18 | $1,573,986 | $432,129 | $24,007iApproximate average salary by contribution assumption: employee only about $600,179 at 4% or $400,119 at 6%; with 50% employer match about $400,119 at 4% or $266,746 at 6%; with 100% employer match about $300,090 at 4% or $200,060 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 18 | $984,806 | $203,842 | $11,325iApproximate average salary by contribution assumption: employee only about $283,114 at 4% or $188,743 at 6%; with 50% employer match about $188,743 at 4% or $125,828 at 6%; with 100% employer match about $141,557 at 4% or $94,371 at 6%. |
| Nellie Mae Foundation Inc. Pension Plan | - | 16 | $589,180 | $228,287 | $14,268iApproximate average salary by contribution assumption: employee only about $356,698 at 4% or $237,799 at 6%; with 50% employer match about $237,799 at 4% or $158,533 at 6%; with 100% employer match about $178,349 at 4% or $118,899 at 6%. |
| 2007 | 2 | 14 | $1,994,067 | $295,244 | $21,089iApproximate average salary by contribution assumption: employee only about $527,221 at 4% or $351,481 at 6%; with 50% employer match about $351,481 at 4% or $234,321 at 6%; with 100% employer match about $263,611 at 4% or $175,740 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 14 | $1,376,659 | $196,868 | $14,062iApproximate average salary by contribution assumption: employee only about $351,550 at 4% or $234,367 at 6%; with 50% employer match about $234,367 at 4% or $156,244 at 6%; with 100% employer match about $175,775 at 4% or $117,183 at 6%. |
| Nellie Mae Foundation Inc. Pension Plan | - | 12 | $617,408 | $98,376 | $8,198iApproximate average salary by contribution assumption: employee only about $204,950 at 4% or $136,633 at 6%; with 50% employer match about $136,633 at 4% or $91,089 at 6%; with 100% employer match about $102,475 at 4% or $68,317 at 6%. |
| 2006 | 2 | 16 | $2,189,833 | $273,857 | $17,116iApproximate average salary by contribution assumption: employee only about $427,902 at 4% or $285,268 at 6%; with 50% employer match about $285,268 at 4% or $190,178 at 6%; with 100% employer match about $213,951 at 4% or $142,634 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 15 | $1,408,555 | $208,318 | $13,888iApproximate average salary by contribution assumption: employee only about $347,197 at 4% or $231,464 at 6%; with 50% employer match about $231,464 at 4% or $154,310 at 6%; with 100% employer match about $173,598 at 4% or $115,732 at 6%. |
| Nellie Mae Foundation Inc. Pension Plan | - | 16 | $781,278 | $65,539 | $4,096iApproximate average salary by contribution assumption: employee only about $102,405 at 4% or $68,270 at 6%; with 50% employer match about $68,270 at 4% or $45,513 at 6%; with 100% employer match about $51,202 at 4% or $34,135 at 6%. |
| 2005 | 2 | 14 | $1,911,816 | $338,650 | $24,189iApproximate average salary by contribution assumption: employee only about $604,732 at 4% or $403,155 at 6%; with 50% employer match about $403,155 at 4% or $268,770 at 6%; with 100% employer match about $302,366 at 4% or $201,577 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 14 | $1,176,824 | $211,148 | $15,082iApproximate average salary by contribution assumption: employee only about $377,050 at 4% or $251,367 at 6%; with 50% employer match about $251,367 at 4% or $167,578 at 6%; with 100% employer match about $188,525 at 4% or $125,683 at 6%. |
| Nellie Mae Foundation Inc. Pension Plan | - | 14 | $734,992 | $127,502 | $9,107iApproximate average salary by contribution assumption: employee only about $227,682 at 4% or $151,788 at 6%; with 50% employer match about $151,788 at 4% or $101,192 at 6%; with 100% employer match about $113,841 at 4% or $75,894 at 6%. |
| 2004 | 2 | 17 | $1,520,423 | $359,356 | $21,139iApproximate average salary by contribution assumption: employee only about $528,465 at 4% or $352,310 at 6%; with 50% employer match about $352,310 at 4% or $234,873 at 6%; with 100% employer match about $264,232 at 4% or $176,155 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 17 | $909,738 | $212,165 | $12,480iApproximate average salary by contribution assumption: employee only about $312,007 at 4% or $208,005 at 6%; with 50% employer match about $208,005 at 4% or $138,670 at 6%; with 100% employer match about $156,004 at 4% or $104,002 at 6%. |
| Nellie Mae Foundation Inc. Pension Plan | - | 17 | $610,685 | $147,191 | $8,658iApproximate average salary by contribution assumption: employee only about $216,457 at 4% or $144,305 at 6%; with 50% employer match about $144,305 at 4% or $96,203 at 6%; with 100% employer match about $108,229 at 4% or $72,152 at 6%. |
| 2003 | 2 | 16 | $1,178,520 | $352,475 | $22,030iApproximate average salary by contribution assumption: employee only about $550,742 at 4% or $367,161 at 6%; with 50% employer match about $367,161 at 4% or $244,774 at 6%; with 100% employer match about $275,371 at 4% or $183,581 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 16 | $746,000 | $237,322 | $14,833iApproximate average salary by contribution assumption: employee only about $370,816 at 4% or $247,210 at 6%; with 50% employer match about $247,210 at 4% or $164,807 at 6%; with 100% employer match about $185,408 at 4% or $123,605 at 6%. |
| Nellie Mae Foundation Inc. Pension Plan | - | 16 | $432,520 | $115,153 | $7,197iApproximate average salary by contribution assumption: employee only about $179,927 at 4% or $119,951 at 6%; with 50% employer match about $119,951 at 4% or $79,967 at 6%; with 100% employer match about $89,963 at 4% or $59,976 at 6%. |
| 2002 | 2 | 21 | $625,230 | $351,382 | $16,732iApproximate average salary by contribution assumption: employee only about $418,312 at 4% or $278,875 at 6%; with 50% employer match about $278,875 at 4% or $185,916 at 6%; with 100% employer match about $209,156 at 4% or $139,437 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 21 | $390,606 | $230,299 | $10,967iApproximate average salary by contribution assumption: employee only about $274,165 at 4% or $182,777 at 6%; with 50% employer match about $182,777 at 4% or $121,851 at 6%; with 100% employer match about $137,083 at 4% or $91,388 at 6%. |
| Nellie Mae Foundation Inc. Pension Plan | - | 20 | $234,624 | $121,083 | $6,054iApproximate average salary by contribution assumption: employee only about $151,354 at 4% or $100,903 at 6%; with 50% employer match about $100,903 at 4% or $67,268 at 6%; with 100% employer match about $75,677 at 4% or $50,451 at 6%. |
| 2001 | 2 | 19 | $0 | $0 | - |
| Nellie Mae Foundation Inc. Pension Plan | - | 15 | - | - | - |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 19 | - | - | - |
| 2000 | 2 | 18 | $0 | $0 | - |
| Nellie Mae Foundation Inc. Pension Plan | - | 18 | - | - | - |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 18 | - | - | - |
| 1999 | 2 | 7 | $4,176 | $4,058 | $580iApproximate average salary by contribution assumption: employee only about $14,493 at 4% or $9,662 at 6%; with 50% employer match about $9,662 at 4% or $6,441 at 6%; with 100% employer match about $7,246 at 4% or $4,831 at 6%. |
| Nellie Mae Education Foundation Inc. 401(K) Plan | - | 5 | $4,176 | $4,058 | $812iApproximate average salary by contribution assumption: employee only about $20,290 at 4% or $13,527 at 6%; with 50% employer match about $13,527 at 4% or $9,018 at 6%; with 100% employer match about $10,145 at 4% or $6,763 at 6%. |
| Nellie Mae Foundation Inc. Pension Plan | - | 7 | - | - | - |