Civic Intelligence

Wisconsin Taxpayers Alliance

Plan context: WISCONSIN POLICY FORUM, INC. 401(K) PLAN

EIN 39-0806182 • Milwaukee, WI • 27 filings • 6 plans

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633 W Wisconsin Ave Suite 406Milwaukee, WI 53203
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,301,135

2024 Contributions

$134,778

Historical Graphs

Total Assets Over Time

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

$1,375,352$687,676$0200920172024YearValue
$1,301,135Latest year 2024

Participants Over Time

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

1680200920172024YearValue
16Latest 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
2024116$1,301,135$134,778$8,424iApproximate average salary by contribution assumption: employee only about $210,591 at 4% or $140,394 at 6%; with 50% employer match about $140,394 at 4% or $93,596 at 6%; with 100% employer match about $105,295 at 4% or $70,197 at 6%.
WISCONSIN POLICY FORUM, INC. 401(K) PLAN-16$1,301,135$134,778$8,424iApproximate average salary by contribution assumption: employee only about $210,591 at 4% or $140,394 at 6%; with 50% employer match about $140,394 at 4% or $93,596 at 6%; with 100% employer match about $105,295 at 4% or $70,197 at 6%.
2023115$1,095,247$138,263$9,218iApproximate average salary by contribution assumption: employee only about $230,438 at 4% or $153,626 at 6%; with 50% employer match about $153,626 at 4% or $102,417 at 6%; with 100% employer match about $115,219 at 4% or $76,813 at 6%.
WISCONSIN POLICY FORUM, INC. 401(K) PLAN-15$1,095,247$138,263$9,218iApproximate average salary by contribution assumption: employee only about $230,438 at 4% or $153,626 at 6%; with 50% employer match about $153,626 at 4% or $102,417 at 6%; with 100% employer match about $115,219 at 4% or $76,813 at 6%.
2022115$799,877$159,454$10,630iApproximate average salary by contribution assumption: employee only about $265,757 at 4% or $177,171 at 6%; with 50% employer match about $177,171 at 4% or $118,114 at 6%; with 100% employer match about $132,878 at 4% or $88,586 at 6%.
WISCONSIN POLICY FORUM, INC. 401(K) PLAN-15$799,877$159,454$10,630iApproximate average salary by contribution assumption: employee only about $265,757 at 4% or $177,171 at 6%; with 50% employer match about $177,171 at 4% or $118,114 at 6%; with 100% employer match about $132,878 at 4% or $88,586 at 6%.
2021116$1,106,950$131,327$8,208iApproximate average salary by contribution assumption: employee only about $205,198 at 4% or $136,799 at 6%; with 50% employer match about $136,799 at 4% or $91,199 at 6%; with 100% employer match about $102,599 at 4% or $68,399 at 6%.
WISCONSIN POLICY FORUM, INC. 401(K) PLAN-16$1,106,950$131,327$8,208iApproximate average salary by contribution assumption: employee only about $205,198 at 4% or $136,799 at 6%; with 50% employer match about $136,799 at 4% or $91,199 at 6%; with 100% employer match about $102,599 at 4% or $68,399 at 6%.
2020113$844,923$111,301$8,562iApproximate average salary by contribution assumption: employee only about $214,040 at 4% or $142,694 at 6%; with 50% employer match about $142,694 at 4% or $95,129 at 6%; with 100% employer match about $107,020 at 4% or $71,347 at 6%.
WISCONSIN POLICY FORUM, INC. 401(K) PLAN-13$844,923$111,301$8,562iApproximate average salary by contribution assumption: employee only about $214,040 at 4% or $142,694 at 6%; with 50% employer match about $142,694 at 4% or $95,129 at 6%; with 100% employer match about $107,020 at 4% or $71,347 at 6%.
2019114$603,128$109,442$7,817iApproximate average salary by contribution assumption: employee only about $195,432 at 4% or $130,288 at 6%; with 50% employer match about $130,288 at 4% or $86,859 at 6%; with 100% employer match about $97,716 at 4% or $65,144 at 6%.
WISCONSIN POLICY FORUM, INC. 401(K) PLAN-14$603,128$109,442$7,817iApproximate average salary by contribution assumption: employee only about $195,432 at 4% or $130,288 at 6%; with 50% employer match about $130,288 at 4% or $86,859 at 6%; with 100% employer match about $97,716 at 4% or $65,144 at 6%.
2018115$448,663$25,253$1,684iApproximate average salary by contribution assumption: employee only about $42,088 at 4% or $28,059 at 6%; with 50% employer match about $28,059 at 4% or $18,706 at 6%; with 100% employer match about $21,044 at 4% or $14,029 at 6%.
WISCONSIN POLICY FORUM, INC. 401(K) PLAN-15$448,663$25,253$1,684iApproximate average salary by contribution assumption: employee only about $42,088 at 4% or $28,059 at 6%; with 50% employer match about $28,059 at 4% or $18,706 at 6%; with 100% employer match about $21,044 at 4% or $14,029 at 6%.
201717$1,375,352$62,748$8,964iApproximate average salary by contribution assumption: employee only about $224,100 at 4% or $149,400 at 6%; with 50% employer match about $149,400 at 4% or $99,600 at 6%; with 100% employer match about $112,050 at 4% or $74,700 at 6%.
WISCONSIN TAXPAYERS ALLIANCE RETIREMENT SAVINGS PLAN-7$1,375,352$62,748$8,964iApproximate average salary by contribution assumption: employee only about $224,100 at 4% or $149,400 at 6%; with 50% employer match about $149,400 at 4% or $99,600 at 6%; with 100% employer match about $112,050 at 4% or $74,700 at 6%.
201618$1,206,596$58,355$7,294iApproximate average salary by contribution assumption: employee only about $182,359 at 4% or $121,573 at 6%; with 50% employer match about $121,573 at 4% or $81,049 at 6%; with 100% employer match about $91,180 at 4% or $60,786 at 6%.
WISCONSIN TAXPAYERS ALLIANCE RETIREMENT SAVINGS PLAN-8$1,206,596$58,355$7,294iApproximate average salary by contribution assumption: employee only about $182,359 at 4% or $121,573 at 6%; with 50% employer match about $121,573 at 4% or $81,049 at 6%; with 100% employer match about $91,180 at 4% or $60,786 at 6%.
201517$1,050,175$55,847$7,978iApproximate average salary by contribution assumption: employee only about $199,454 at 4% or $132,969 at 6%; with 50% employer match about $132,969 at 4% or $88,646 at 6%; with 100% employer match about $99,727 at 4% or $66,485 at 6%.
WISCONSIN TAXPAYERS ALLIANCE RETIREMENT SAVINGS PLAN-7$1,050,175$55,847$7,978iApproximate average salary by contribution assumption: employee only about $199,454 at 4% or $132,969 at 6%; with 50% employer match about $132,969 at 4% or $88,646 at 6%; with 100% employer match about $99,727 at 4% or $66,485 at 6%.
201418$1,034,572$55,966$6,996iApproximate average salary by contribution assumption: employee only about $174,894 at 4% or $116,596 at 6%; with 50% employer match about $116,596 at 4% or $77,731 at 6%; with 100% employer match about $87,447 at 4% or $58,298 at 6%.
WISCONSIN TAXPAYERS ALLIANCE RETIREMENT SAVINGS PLAN-8$1,034,572$55,966$6,996iApproximate average salary by contribution assumption: employee only about $174,894 at 4% or $116,596 at 6%; with 50% employer match about $116,596 at 4% or $77,731 at 6%; with 100% employer match about $87,447 at 4% or $58,298 at 6%.
201319$1,068,388$51,829$5,759iApproximate average salary by contribution assumption: employee only about $143,969 at 4% or $95,980 at 6%; with 50% employer match about $95,980 at 4% or $63,986 at 6%; with 100% employer match about $71,985 at 4% or $47,990 at 6%.
WISCONSIN TAXPAYERS ALLIANCE RETIREMENT SAVINGS PLAN-9$1,068,388$51,829$5,759iApproximate average salary by contribution assumption: employee only about $143,969 at 4% or $95,980 at 6%; with 50% employer match about $95,980 at 4% or $63,986 at 6%; with 100% employer match about $71,985 at 4% or $47,990 at 6%.
201217$855,075$58,622$8,375iApproximate average salary by contribution assumption: employee only about $209,364 at 4% or $139,576 at 6%; with 50% employer match about $139,576 at 4% or $93,051 at 6%; with 100% employer match about $104,682 at 4% or $69,788 at 6%.
WISCONSIN TAXPAYERS ALLIANCE RETIREMENT SAVINGS PLAN-7$855,075$58,622$8,375iApproximate average salary by contribution assumption: employee only about $209,364 at 4% or $139,576 at 6%; with 50% employer match about $139,576 at 4% or $93,051 at 6%; with 100% employer match about $104,682 at 4% or $69,788 at 6%.
201117$702,869$48,022$6,860iApproximate average salary by contribution assumption: employee only about $171,507 at 4% or $114,338 at 6%; with 50% employer match about $114,338 at 4% or $76,225 at 6%; with 100% employer match about $85,754 at 4% or $57,169 at 6%.
WISCONSIN TAXPAYERS ALLIANCE RETIREMENT SAVINGS PLAN-7$702,869$48,022$6,860iApproximate average salary by contribution assumption: employee only about $171,507 at 4% or $114,338 at 6%; with 50% employer match about $114,338 at 4% or $76,225 at 6%; with 100% employer match about $85,754 at 4% or $57,169 at 6%.
201016$691,817$42,328$7,055iApproximate average salary by contribution assumption: employee only about $176,367 at 4% or $117,578 at 6%; with 50% employer match about $117,578 at 4% or $78,385 at 6%; with 100% employer match about $88,183 at 4% or $58,789 at 6%.
WISCONSIN TAXPAYERS ALLIANCE RETIREMENT SAVINGS PLAN-6$691,817$42,328$7,055iApproximate average salary by contribution assumption: employee only about $176,367 at 4% or $117,578 at 6%; with 50% employer match about $117,578 at 4% or $78,385 at 6%; with 100% employer match about $88,183 at 4% or $58,789 at 6%.
200917$570,149$487,477$69,640iApproximate average salary by contribution assumption: employee only about $1,740,989 at 4% or $1,160,660 at 6%; with 50% employer match about $1,160,660 at 4% or $773,773 at 6%; with 100% employer match about $870,495 at 4% or $580,330 at 6%.
WISCONSIN TAXPAYERS ALLIANCE RETIREMENT SAVINGS PLAN-7$570,149$487,477$69,640iApproximate average salary by contribution assumption: employee only about $1,740,989 at 4% or $1,160,660 at 6%; with 50% employer match about $1,160,660 at 4% or $773,773 at 6%; with 100% employer match about $870,495 at 4% or $580,330 at 6%.
200810$0$0-
WISCONSIN TAXPAYERS ALLIANCE 403LBJ-0---
200710$0$0-
WISCONSIN TAXPAYERS ALLIANCE 403B-0---
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-
WISCONSIN TAXPAYERS ALLIANCE 403B PLAN-0---
200120$0$0-
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Wisconsin Taxpayers Alliance 403B Plan-0---
200010$0$0-
Wisconsin Taxpayers Alliance 403B Plan-0---
199910$0$0-
Wisconsin Taxpayers Alliance 403B Plan-0---