Family Values at Work a Multistate Consortium Inc.
Plan context: Family Values at Work 403(B) Plan
EIN 27-0321696 • Milwaukee, WI • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$2,102,281
2024 Contributions
$360,109
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 | $2,102,281 | $360,109 | $9,234iApproximate average salary by contribution assumption: employee only about $230,839 at 4% or $153,893 at 6%; with 50% employer match about $153,893 at 4% or $102,595 at 6%; with 100% employer match about $115,420 at 4% or $76,946 at 6%. |
| Family Values at Work 403(B) Plan | - | 39 | $2,102,281 | $360,109 | $9,234iApproximate average salary by contribution assumption: employee only about $230,839 at 4% or $153,893 at 6%; with 50% employer match about $153,893 at 4% or $102,595 at 6%; with 100% employer match about $115,420 at 4% or $76,946 at 6%. |
| 2023 | 1 | 40 | $1,578,706 | $344,225 | $8,606iApproximate average salary by contribution assumption: employee only about $215,141 at 4% or $143,427 at 6%; with 50% employer match about $143,427 at 4% or $95,618 at 6%; with 100% employer match about $107,570 at 4% or $71,714 at 6%. |
| Family Values at Work 403(B) Plan | - | 40 | $1,578,706 | $344,225 | $8,606iApproximate average salary by contribution assumption: employee only about $215,141 at 4% or $143,427 at 6%; with 50% employer match about $143,427 at 4% or $95,618 at 6%; with 100% employer match about $107,570 at 4% or $71,714 at 6%. |
| 2022 | 1 | 38 | $1,408,838 | $325,991 | $8,579iApproximate average salary by contribution assumption: employee only about $214,468 at 4% or $142,979 at 6%; with 50% employer match about $142,979 at 4% or $95,319 at 6%; with 100% employer match about $107,234 at 4% or $71,489 at 6%. |
| Family Values at Work 403(B) Plan | - | 38 | $1,408,838 | $325,991 | $8,579iApproximate average salary by contribution assumption: employee only about $214,468 at 4% or $142,979 at 6%; with 50% employer match about $142,979 at 4% or $95,319 at 6%; with 100% employer match about $107,234 at 4% or $71,489 at 6%. |
| 2021 | 1 | 27 | $1,292,126 | $188,631 | $6,986iApproximate average salary by contribution assumption: employee only about $174,658 at 4% or $116,439 at 6%; with 50% employer match about $116,439 at 4% or $77,626 at 6%; with 100% employer match about $87,329 at 4% or $58,219 at 6%. |
| Family Values at Work 403(B) Plan | - | 27 | $1,292,126 | $188,631 | $6,986iApproximate average salary by contribution assumption: employee only about $174,658 at 4% or $116,439 at 6%; with 50% employer match about $116,439 at 4% or $77,626 at 6%; with 100% employer match about $87,329 at 4% or $58,219 at 6%. |
| 2020 | 1 | 20 | $983,608 | $154,923 | $7,746iApproximate average salary by contribution assumption: employee only about $193,654 at 4% or $129,103 at 6%; with 50% employer match about $129,103 at 4% or $86,068 at 6%; with 100% employer match about $96,827 at 4% or $64,551 at 6%. |
| Family Values at Work 403(B) Plan | - | 20 | $983,608 | $154,923 | $7,746iApproximate average salary by contribution assumption: employee only about $193,654 at 4% or $129,103 at 6%; with 50% employer match about $129,103 at 4% or $86,068 at 6%; with 100% employer match about $96,827 at 4% or $64,551 at 6%. |
| 2019 | 1 | 15 | $748,334 | $131,619 | $8,775iApproximate average salary by contribution assumption: employee only about $219,365 at 4% or $146,243 at 6%; with 50% employer match about $146,243 at 4% or $97,496 at 6%; with 100% employer match about $109,683 at 4% or $73,122 at 6%. |
| Family Values at Work 403(B) Plan | - | 15 | $748,334 | $131,619 | $8,775iApproximate average salary by contribution assumption: employee only about $219,365 at 4% or $146,243 at 6%; with 50% employer match about $146,243 at 4% or $97,496 at 6%; with 100% employer match about $109,683 at 4% or $73,122 at 6%. |
| 2018 | 1 | 13 | $518,100 | $113,962 | $8,766iApproximate average salary by contribution assumption: employee only about $219,158 at 4% or $146,105 at 6%; with 50% employer match about $146,105 at 4% or $97,403 at 6%; with 100% employer match about $109,579 at 4% or $73,053 at 6%. |
| Family Values at Work 403(B) Plan | - | 13 | $518,100 | $113,962 | $8,766iApproximate average salary by contribution assumption: employee only about $219,158 at 4% or $146,105 at 6%; with 50% employer match about $146,105 at 4% or $97,403 at 6%; with 100% employer match about $109,579 at 4% or $73,053 at 6%. |
| 2017 | 1 | 12 | $442,845 | $102,458 | $8,538iApproximate average salary by contribution assumption: employee only about $213,454 at 4% or $142,303 at 6%; with 50% employer match about $142,303 at 4% or $94,869 at 6%; with 100% employer match about $106,727 at 4% or $71,151 at 6%. |
| Family Values at Work 403(B) Plan | - | 12 | $442,845 | $102,458 | $8,538iApproximate average salary by contribution assumption: employee only about $213,454 at 4% or $142,303 at 6%; with 50% employer match about $142,303 at 4% or $94,869 at 6%; with 100% employer match about $106,727 at 4% or $71,151 at 6%. |
| 2016 | 1 | 12 | $293,350 | $91,850 | $7,654iApproximate average salary by contribution assumption: employee only about $191,354 at 4% or $127,569 at 6%; with 50% employer match about $127,569 at 4% or $85,046 at 6%; with 100% employer match about $95,677 at 4% or $63,785 at 6%. |
| Family Values at Work 403(B) Plan | - | 12 | $293,350 | $91,850 | $7,654iApproximate average salary by contribution assumption: employee only about $191,354 at 4% or $127,569 at 6%; with 50% employer match about $127,569 at 4% or $85,046 at 6%; with 100% employer match about $95,677 at 4% or $63,785 at 6%. |
| 2015 | 1 | 8 | $186,572 | $76,008 | $9,501iApproximate average salary by contribution assumption: employee only about $237,525 at 4% or $158,350 at 6%; with 50% employer match about $158,350 at 4% or $105,567 at 6%; with 100% employer match about $118,763 at 4% or $79,175 at 6%. |
| Family Values at Work 403(B) Plan | - | 8 | $186,572 | $76,008 | $9,501iApproximate average salary by contribution assumption: employee only about $237,525 at 4% or $158,350 at 6%; with 50% employer match about $158,350 at 4% or $105,567 at 6%; with 100% employer match about $118,763 at 4% or $79,175 at 6%. |
| 2014 | 1 | 5 | $113,217 | $64,586 | $12,917iApproximate average salary by contribution assumption: employee only about $322,930 at 4% or $215,287 at 6%; with 50% employer match about $215,287 at 4% or $143,524 at 6%; with 100% employer match about $161,465 at 4% or $107,643 at 6%. |
| Family Values at Work 403(B) Plan | - | 5 | $113,217 | $64,586 | $12,917iApproximate average salary by contribution assumption: employee only about $322,930 at 4% or $215,287 at 6%; with 50% employer match about $215,287 at 4% or $143,524 at 6%; with 100% employer match about $161,465 at 4% or $107,643 at 6%. |
| 2013 | 1 | 4 | $44,852 | $44,520 | $11,130iApproximate average salary by contribution assumption: employee only about $278,250 at 4% or $185,500 at 6%; with 50% employer match about $185,500 at 4% or $123,667 at 6%; with 100% employer match about $139,125 at 4% or $92,750 at 6%. |
| Family Values at Work 403(B) Plan | - | 4 | $44,852 | $44,520 | $11,130iApproximate average salary by contribution assumption: employee only about $278,250 at 4% or $185,500 at 6%; with 50% employer match about $185,500 at 4% or $123,667 at 6%; with 100% employer match about $139,125 at 4% or $92,750 at 6%. |