Civic Intelligence

Homemakers Upstate Group, Inc.

Plan context: Homemakers Upstate Group Inc. Retirement Plan & Trust

EIN 16-0979130 • Tonawanda, NY • 26 filings • 3 plans

2465 Sheridan DriveTonawanda, NY 14150
Current Snapshot

Latest Year

2024

2024 Participants

74

2024 Assets

$1,895,456

2024 Contributions

$100,845

Historical Graphs

Total Assets Over Time

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

$3,447,846$1,723,923$0199920122024YearValue
$1,895,456Latest year 2024

Participants Over Time

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

6583290199920122024YearValue
74Latest 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
2024174$1,895,456$100,845$1,363iApproximate average salary by contribution assumption: employee only about $34,069 at 4% or $22,713 at 6%; with 50% employer match about $22,713 at 4% or $15,142 at 6%; with 100% employer match about $17,035 at 4% or $11,356 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-74$1,895,456$100,845$1,363iApproximate average salary by contribution assumption: employee only about $34,069 at 4% or $22,713 at 6%; with 50% employer match about $22,713 at 4% or $15,142 at 6%; with 100% employer match about $17,035 at 4% or $11,356 at 6%.
2023183$2,730,006$107,945$1,301iApproximate average salary by contribution assumption: employee only about $32,514 at 4% or $21,676 at 6%; with 50% employer match about $21,676 at 4% or $14,450 at 6%; with 100% employer match about $16,257 at 4% or $10,838 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-83$2,730,006$107,945$1,301iApproximate average salary by contribution assumption: employee only about $32,514 at 4% or $21,676 at 6%; with 50% employer match about $21,676 at 4% or $14,450 at 6%; with 100% employer match about $16,257 at 4% or $10,838 at 6%.
20221339$2,329,319$127,880$377iApproximate average salary by contribution assumption: employee only about $9,431 at 4% or $6,287 at 6%; with 50% employer match about $6,287 at 4% or $4,191 at 6%; with 100% employer match about $4,715 at 4% or $3,144 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-339$2,329,319$127,880$377iApproximate average salary by contribution assumption: employee only about $9,431 at 4% or $6,287 at 6%; with 50% employer match about $6,287 at 4% or $4,191 at 6%; with 100% employer match about $4,715 at 4% or $3,144 at 6%.
20211468$3,447,846$108,866$233iApproximate average salary by contribution assumption: employee only about $5,815 at 4% or $3,877 at 6%; with 50% employer match about $3,877 at 4% or $2,585 at 6%; with 100% employer match about $2,908 at 4% or $1,938 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-468$3,447,846$108,866$233iApproximate average salary by contribution assumption: employee only about $5,815 at 4% or $3,877 at 6%; with 50% employer match about $3,877 at 4% or $2,585 at 6%; with 100% employer match about $2,908 at 4% or $1,938 at 6%.
20201509$3,310,344$106,324$209iApproximate average salary by contribution assumption: employee only about $5,222 at 4% or $3,481 at 6%; with 50% employer match about $3,481 at 4% or $2,321 at 6%; with 100% employer match about $2,611 at 4% or $1,741 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-509$3,310,344$106,324$209iApproximate average salary by contribution assumption: employee only about $5,222 at 4% or $3,481 at 6%; with 50% employer match about $3,481 at 4% or $2,321 at 6%; with 100% employer match about $2,611 at 4% or $1,741 at 6%.
20191555$2,741,692$91,256$164iApproximate average salary by contribution assumption: employee only about $4,111 at 4% or $2,740 at 6%; with 50% employer match about $2,740 at 4% or $1,827 at 6%; with 100% employer match about $2,055 at 4% or $1,370 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-555$2,741,692$91,256$164iApproximate average salary by contribution assumption: employee only about $4,111 at 4% or $2,740 at 6%; with 50% employer match about $2,740 at 4% or $1,827 at 6%; with 100% employer match about $2,055 at 4% or $1,370 at 6%.
20181504$2,462,019$114,966$228iApproximate average salary by contribution assumption: employee only about $5,703 at 4% or $3,802 at 6%; with 50% employer match about $3,802 at 4% or $2,535 at 6%; with 100% employer match about $2,851 at 4% or $1,901 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-504$2,462,019$114,966$228iApproximate average salary by contribution assumption: employee only about $5,703 at 4% or $3,802 at 6%; with 50% employer match about $3,802 at 4% or $2,535 at 6%; with 100% employer match about $2,851 at 4% or $1,901 at 6%.
20171503$2,628,206$128,758$256iApproximate average salary by contribution assumption: employee only about $6,400 at 4% or $4,266 at 6%; with 50% employer match about $4,266 at 4% or $2,844 at 6%; with 100% employer match about $3,200 at 4% or $2,133 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-503$2,628,206$128,758$256iApproximate average salary by contribution assumption: employee only about $6,400 at 4% or $4,266 at 6%; with 50% employer match about $4,266 at 4% or $2,844 at 6%; with 100% employer match about $3,200 at 4% or $2,133 at 6%.
20161579$2,291,140$110,219$190iApproximate average salary by contribution assumption: employee only about $4,759 at 4% or $3,173 at 6%; with 50% employer match about $3,173 at 4% or $2,115 at 6%; with 100% employer match about $2,380 at 4% or $1,586 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-579$2,291,140$110,219$190iApproximate average salary by contribution assumption: employee only about $4,759 at 4% or $3,173 at 6%; with 50% employer match about $3,173 at 4% or $2,115 at 6%; with 100% employer match about $2,380 at 4% or $1,586 at 6%.
20151596$2,098,054$108,615$182iApproximate average salary by contribution assumption: employee only about $4,556 at 4% or $3,037 at 6%; with 50% employer match about $3,037 at 4% or $2,025 at 6%; with 100% employer match about $2,278 at 4% or $1,519 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-596$2,098,054$108,615$182iApproximate average salary by contribution assumption: employee only about $4,556 at 4% or $3,037 at 6%; with 50% employer match about $3,037 at 4% or $2,025 at 6%; with 100% employer match about $2,278 at 4% or $1,519 at 6%.
20141594$2,329,537$109,567$184iApproximate average salary by contribution assumption: employee only about $4,611 at 4% or $3,074 at 6%; with 50% employer match about $3,074 at 4% or $2,050 at 6%; with 100% employer match about $2,306 at 4% or $1,537 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-594$2,329,537$109,567$184iApproximate average salary by contribution assumption: employee only about $4,611 at 4% or $3,074 at 6%; with 50% employer match about $3,074 at 4% or $2,050 at 6%; with 100% employer match about $2,306 at 4% or $1,537 at 6%.
20131599$2,178,470$189,333$316iApproximate average salary by contribution assumption: employee only about $7,902 at 4% or $5,268 at 6%; with 50% employer match about $5,268 at 4% or $3,512 at 6%; with 100% employer match about $3,951 at 4% or $2,634 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-599$2,178,470$189,333$316iApproximate average salary by contribution assumption: employee only about $7,902 at 4% or $5,268 at 6%; with 50% employer match about $5,268 at 4% or $3,512 at 6%; with 100% employer match about $3,951 at 4% or $2,634 at 6%.
20121596$1,708,493$120,162$202iApproximate average salary by contribution assumption: employee only about $5,040 at 4% or $3,360 at 6%; with 50% employer match about $3,360 at 4% or $2,240 at 6%; with 100% employer match about $2,520 at 4% or $1,680 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-596$1,708,493$120,162$202iApproximate average salary by contribution assumption: employee only about $5,040 at 4% or $3,360 at 6%; with 50% employer match about $3,360 at 4% or $2,240 at 6%; with 100% employer match about $2,520 at 4% or $1,680 at 6%.
20111627$1,476,577$110,486$176iApproximate average salary by contribution assumption: employee only about $4,405 at 4% or $2,937 at 6%; with 50% employer match about $2,937 at 4% or $1,958 at 6%; with 100% employer match about $2,203 at 4% or $1,468 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-627$1,476,577$110,486$176iApproximate average salary by contribution assumption: employee only about $4,405 at 4% or $2,937 at 6%; with 50% employer match about $2,937 at 4% or $1,958 at 6%; with 100% employer match about $2,203 at 4% or $1,468 at 6%.
20101645$1,477,742$112,644$175iApproximate average salary by contribution assumption: employee only about $4,366 at 4% or $2,911 at 6%; with 50% employer match about $2,911 at 4% or $1,940 at 6%; with 100% employer match about $2,183 at 4% or $1,455 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-645$1,477,742$112,644$175iApproximate average salary by contribution assumption: employee only about $4,366 at 4% or $2,911 at 6%; with 50% employer match about $2,911 at 4% or $1,940 at 6%; with 100% employer match about $2,183 at 4% or $1,455 at 6%.
20091626$1,442,998$144,238$230iApproximate average salary by contribution assumption: employee only about $5,760 at 4% or $3,840 at 6%; with 50% employer match about $3,840 at 4% or $2,560 at 6%; with 100% employer match about $2,880 at 4% or $1,920 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-626$1,442,998$144,238$230iApproximate average salary by contribution assumption: employee only about $5,760 at 4% or $3,840 at 6%; with 50% employer match about $3,840 at 4% or $2,560 at 6%; with 100% employer match about $2,880 at 4% or $1,920 at 6%.
20081637$1,098,632$164,168$258iApproximate average salary by contribution assumption: employee only about $6,443 at 4% or $4,295 at 6%; with 50% employer match about $4,295 at 4% or $2,864 at 6%; with 100% employer match about $3,222 at 4% or $2,148 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-637$1,098,632$164,168$258iApproximate average salary by contribution assumption: employee only about $6,443 at 4% or $4,295 at 6%; with 50% employer match about $4,295 at 4% or $2,864 at 6%; with 100% employer match about $3,222 at 4% or $2,148 at 6%.
20071641$1,632,176$173,908$271iApproximate average salary by contribution assumption: employee only about $6,783 at 4% or $4,522 at 6%; with 50% employer match about $4,522 at 4% or $3,015 at 6%; with 100% employer match about $3,391 at 4% or $2,261 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-641$1,632,176$173,908$271iApproximate average salary by contribution assumption: employee only about $6,783 at 4% or $4,522 at 6%; with 50% employer match about $4,522 at 4% or $3,015 at 6%; with 100% employer match about $3,391 at 4% or $2,261 at 6%.
20061658$1,460,386$162,694$247iApproximate average salary by contribution assumption: employee only about $6,181 at 4% or $4,121 at 6%; with 50% employer match about $4,121 at 4% or $2,747 at 6%; with 100% employer match about $3,091 at 4% or $2,060 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-658$1,460,386$162,694$247iApproximate average salary by contribution assumption: employee only about $6,181 at 4% or $4,121 at 6%; with 50% employer match about $4,121 at 4% or $2,747 at 6%; with 100% employer match about $3,091 at 4% or $2,060 at 6%.
20051633$1,272,533$176,180$278iApproximate average salary by contribution assumption: employee only about $6,958 at 4% or $4,639 at 6%; with 50% employer match about $4,639 at 4% or $3,093 at 6%; with 100% employer match about $3,479 at 4% or $2,319 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-633$1,272,533$176,180$278iApproximate average salary by contribution assumption: employee only about $6,958 at 4% or $4,639 at 6%; with 50% employer match about $4,639 at 4% or $3,093 at 6%; with 100% employer match about $3,479 at 4% or $2,319 at 6%.
20041613$1,188,944$158,277$258iApproximate average salary by contribution assumption: employee only about $6,455 at 4% or $4,303 at 6%; with 50% employer match about $4,303 at 4% or $2,869 at 6%; with 100% employer match about $3,228 at 4% or $2,152 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-613$1,188,944$158,277$258iApproximate average salary by contribution assumption: employee only about $6,455 at 4% or $4,303 at 6%; with 50% employer match about $4,303 at 4% or $2,869 at 6%; with 100% employer match about $3,228 at 4% or $2,152 at 6%.
20031595$1,003,775$150,829$253iApproximate average salary by contribution assumption: employee only about $6,337 at 4% or $4,225 at 6%; with 50% employer match about $4,225 at 4% or $2,817 at 6%; with 100% employer match about $3,169 at 4% or $2,112 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-595$1,003,775$150,829$253iApproximate average salary by contribution assumption: employee only about $6,337 at 4% or $4,225 at 6%; with 50% employer match about $4,225 at 4% or $2,817 at 6%; with 100% employer match about $3,169 at 4% or $2,112 at 6%.
20021600$754,122$159,997$267iApproximate average salary by contribution assumption: employee only about $6,667 at 4% or $4,444 at 6%; with 50% employer match about $4,444 at 4% or $2,963 at 6%; with 100% employer match about $3,333 at 4% or $2,222 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-600$754,122$159,997$267iApproximate average salary by contribution assumption: employee only about $6,667 at 4% or $4,444 at 6%; with 50% employer match about $4,444 at 4% or $2,963 at 6%; with 100% employer match about $3,333 at 4% or $2,222 at 6%.
20011568$885,146$171,289$302iApproximate average salary by contribution assumption: employee only about $7,539 at 4% or $5,026 at 6%; with 50% employer match about $5,026 at 4% or $3,351 at 6%; with 100% employer match about $3,770 at 4% or $2,513 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-568$885,146$171,289$302iApproximate average salary by contribution assumption: employee only about $7,539 at 4% or $5,026 at 6%; with 50% employer match about $5,026 at 4% or $3,351 at 6%; with 100% employer match about $3,770 at 4% or $2,513 at 6%.
20001555$0$0-
Homemakers Upstate Group Inc. Retirement Plan & Trust-555---
19991489$1,034,762$179,383$367iApproximate average salary by contribution assumption: employee only about $9,171 at 4% or $6,114 at 6%; with 50% employer match about $6,114 at 4% or $4,076 at 6%; with 100% employer match about $4,585 at 4% or $3,057 at 6%.
Homemakers Upstate Group Inc. Retirement Plan & Trust-489$1,034,762$179,383$367iApproximate average salary by contribution assumption: employee only about $9,171 at 4% or $6,114 at 6%; with 50% employer match about $6,114 at 4% or $4,076 at 6%; with 100% employer match about $4,585 at 4% or $3,057 at 6%.