Uwm Foundation Inc.
Plan context: Uwm Foundation Inc. 403B7 Retirement Plan
EIN 23-7337744 • Milwaukee, WI • 18 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$6,865,987
2024 Contributions
$268,722
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 | 39 | $6,865,987 | $268,722 | $6,890iApproximate average salary by contribution assumption: employee only about $172,258 at 4% or $114,838 at 6%; with 50% employer match about $114,838 at 4% or $76,559 at 6%; with 100% employer match about $86,129 at 4% or $57,419 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 39 | $6,865,987 | $268,722 | $6,890iApproximate average salary by contribution assumption: employee only about $172,258 at 4% or $114,838 at 6%; with 50% employer match about $114,838 at 4% or $76,559 at 6%; with 100% employer match about $86,129 at 4% or $57,419 at 6%. |
| 2023 | 1 | 38 | $5,832,228 | $279,307 | $7,350iApproximate average salary by contribution assumption: employee only about $183,755 at 4% or $122,503 at 6%; with 50% employer match about $122,503 at 4% or $81,669 at 6%; with 100% employer match about $91,877 at 4% or $61,252 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 38 | $5,832,228 | $279,307 | $7,350iApproximate average salary by contribution assumption: employee only about $183,755 at 4% or $122,503 at 6%; with 50% employer match about $122,503 at 4% or $81,669 at 6%; with 100% employer match about $91,877 at 4% or $61,252 at 6%. |
| 2022 | 1 | 38 | $4,697,947 | $276,812 | $7,285iApproximate average salary by contribution assumption: employee only about $182,113 at 4% or $121,409 at 6%; with 50% employer match about $121,409 at 4% or $80,939 at 6%; with 100% employer match about $91,057 at 4% or $60,704 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 38 | $4,697,947 | $276,812 | $7,285iApproximate average salary by contribution assumption: employee only about $182,113 at 4% or $121,409 at 6%; with 50% employer match about $121,409 at 4% or $80,939 at 6%; with 100% employer match about $91,057 at 4% or $60,704 at 6%. |
| 2021 | 1 | 34 | $5,367,205 | $275,004 | $8,088iApproximate average salary by contribution assumption: employee only about $202,209 at 4% or $134,806 at 6%; with 50% employer match about $134,806 at 4% or $89,871 at 6%; with 100% employer match about $101,104 at 4% or $67,403 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 34 | $5,367,205 | $275,004 | $8,088iApproximate average salary by contribution assumption: employee only about $202,209 at 4% or $134,806 at 6%; with 50% employer match about $134,806 at 4% or $89,871 at 6%; with 100% employer match about $101,104 at 4% or $67,403 at 6%. |
| 2020 | 1 | 33 | $4,382,828 | $239,172 | $7,248iApproximate average salary by contribution assumption: employee only about $181,191 at 4% or $120,794 at 6%; with 50% employer match about $120,794 at 4% or $80,529 at 6%; with 100% employer match about $90,595 at 4% or $60,397 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 33 | $4,382,828 | $239,172 | $7,248iApproximate average salary by contribution assumption: employee only about $181,191 at 4% or $120,794 at 6%; with 50% employer match about $120,794 at 4% or $80,529 at 6%; with 100% employer match about $90,595 at 4% or $60,397 at 6%. |
| 2019 | 1 | 36 | $3,536,872 | $203,843 | $5,662iApproximate average salary by contribution assumption: employee only about $141,558 at 4% or $94,372 at 6%; with 50% employer match about $94,372 at 4% or $62,915 at 6%; with 100% employer match about $70,779 at 4% or $47,186 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 36 | $3,536,872 | $203,843 | $5,662iApproximate average salary by contribution assumption: employee only about $141,558 at 4% or $94,372 at 6%; with 50% employer match about $94,372 at 4% or $62,915 at 6%; with 100% employer match about $70,779 at 4% or $47,186 at 6%. |
| 2018 | 1 | 35 | $2,688,214 | $200,452 | $5,727iApproximate average salary by contribution assumption: employee only about $143,180 at 4% or $95,453 at 6%; with 50% employer match about $95,453 at 4% or $63,636 at 6%; with 100% employer match about $71,590 at 4% or $47,727 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 35 | $2,688,214 | $200,452 | $5,727iApproximate average salary by contribution assumption: employee only about $143,180 at 4% or $95,453 at 6%; with 50% employer match about $95,453 at 4% or $63,636 at 6%; with 100% employer match about $71,590 at 4% or $47,727 at 6%. |
| 2017 | 1 | 33 | $2,841,382 | $185,006 | $5,606iApproximate average salary by contribution assumption: employee only about $140,156 at 4% or $93,437 at 6%; with 50% employer match about $93,437 at 4% or $62,292 at 6%; with 100% employer match about $70,078 at 4% or $46,719 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 33 | $2,841,382 | $185,006 | $5,606iApproximate average salary by contribution assumption: employee only about $140,156 at 4% or $93,437 at 6%; with 50% employer match about $93,437 at 4% or $62,292 at 6%; with 100% employer match about $70,078 at 4% or $46,719 at 6%. |
| 2016 | 1 | 30 | $2,248,251 | $184,356 | $6,145iApproximate average salary by contribution assumption: employee only about $153,630 at 4% or $102,420 at 6%; with 50% employer match about $102,420 at 4% or $68,280 at 6%; with 100% employer match about $76,815 at 4% or $51,210 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 30 | $2,248,251 | $184,356 | $6,145iApproximate average salary by contribution assumption: employee only about $153,630 at 4% or $102,420 at 6%; with 50% employer match about $102,420 at 4% or $68,280 at 6%; with 100% employer match about $76,815 at 4% or $51,210 at 6%. |
| 2015 | 1 | 25 | $1,889,548 | $224,303 | $8,972iApproximate average salary by contribution assumption: employee only about $224,303 at 4% or $149,535 at 6%; with 50% employer match about $149,535 at 4% or $99,690 at 6%; with 100% employer match about $112,152 at 4% or $74,768 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 25 | $1,889,548 | $224,303 | $8,972iApproximate average salary by contribution assumption: employee only about $224,303 at 4% or $149,535 at 6%; with 50% employer match about $149,535 at 4% or $99,690 at 6%; with 100% employer match about $112,152 at 4% or $74,768 at 6%. |
| 2014 | 1 | 25 | $1,695,772 | $157,122 | $6,285iApproximate average salary by contribution assumption: employee only about $157,122 at 4% or $104,748 at 6%; with 50% employer match about $104,748 at 4% or $69,832 at 6%; with 100% employer match about $78,561 at 4% or $52,374 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 25 | $1,695,772 | $157,122 | $6,285iApproximate average salary by contribution assumption: employee only about $157,122 at 4% or $104,748 at 6%; with 50% employer match about $104,748 at 4% or $69,832 at 6%; with 100% employer match about $78,561 at 4% or $52,374 at 6%. |
| 2013 | 1 | 25 | $1,658,684 | $150,515 | $6,021iApproximate average salary by contribution assumption: employee only about $150,515 at 4% or $100,343 at 6%; with 50% employer match about $100,343 at 4% or $66,896 at 6%; with 100% employer match about $75,258 at 4% or $50,172 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 25 | $1,658,684 | $150,515 | $6,021iApproximate average salary by contribution assumption: employee only about $150,515 at 4% or $100,343 at 6%; with 50% employer match about $100,343 at 4% or $66,896 at 6%; with 100% employer match about $75,258 at 4% or $50,172 at 6%. |
| 2012 | 1 | 25 | $1,223,945 | $146,397 | $5,856iApproximate average salary by contribution assumption: employee only about $146,397 at 4% or $97,598 at 6%; with 50% employer match about $97,598 at 4% or $65,065 at 6%; with 100% employer match about $73,199 at 4% or $48,799 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 25 | $1,223,945 | $146,397 | $5,856iApproximate average salary by contribution assumption: employee only about $146,397 at 4% or $97,598 at 6%; with 50% employer match about $97,598 at 4% or $65,065 at 6%; with 100% employer match about $73,199 at 4% or $48,799 at 6%. |
| 2011 | 1 | 23 | $976,193 | $149,384 | $6,495iApproximate average salary by contribution assumption: employee only about $162,374 at 4% or $108,249 at 6%; with 50% employer match about $108,249 at 4% or $72,166 at 6%; with 100% employer match about $81,187 at 4% or $54,125 at 6%. |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 23 | $976,193 | $149,384 | $6,495iApproximate average salary by contribution assumption: employee only about $162,374 at 4% or $108,249 at 6%; with 50% employer match about $108,249 at 4% or $72,166 at 6%; with 100% employer match about $81,187 at 4% or $54,125 at 6%. |
| 2010 | 1 | 0 | $0 | $0 | - |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | - | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Uwm Foundation Inc. 403B7 Retirement Plan | - | 0 | - | - | - |