Civic Intelligence

STATELINE UNITED WAY

Plan context: TAX DEFERRED ANNUITY PLAN OF STATELINE UNITED WAY

EIN 39-0902267 • Beloit, WI • 2 filings • 1 plans

400 E Grand Ave Ste 101Beloit, WI 53511
Current Snapshot

Latest Year

2011

2011 Participants

2

2011 Assets

$437,164

2011 Contributions

$27,075

Historical Graphs

Total Assets Over Time

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

$437,164$218,582$020092011YearValue
$437,164Latest year 2011

Participants Over Time

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

21020092011YearValue
2Latest year 2011

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
201112$437,164$27,075$13,538iApproximate average salary by contribution assumption: employee only about $338,438 at 4% or $225,625 at 6%; with 50% employer match about $225,625 at 4% or $150,417 at 6%; with 100% employer match about $169,219 at 4% or $112,813 at 6%.
TAX DEFERRED ANNUITY PLAN OF STATELINE UNITED WAY-2$437,164$27,075$13,538iApproximate average salary by contribution assumption: employee only about $338,438 at 4% or $225,625 at 6%; with 50% employer match about $225,625 at 4% or $150,417 at 6%; with 100% employer match about $169,219 at 4% or $112,813 at 6%.
200912$343,306$28,065$14,033iApproximate average salary by contribution assumption: employee only about $350,813 at 4% or $233,875 at 6%; with 50% employer match about $233,875 at 4% or $155,917 at 6%; with 100% employer match about $175,406 at 4% or $116,938 at 6%.
TAX DEFERRED ANNUITY PLAN OF STATELINE UNITED WAY-2$343,306$28,065$14,033iApproximate average salary by contribution assumption: employee only about $350,813 at 4% or $233,875 at 6%; with 50% employer match about $233,875 at 4% or $155,917 at 6%; with 100% employer match about $175,406 at 4% or $116,938 at 6%.
STATELINE UNITED WAY | EIN 39-0902267 | 2011 Form 5500 Company Profile