Ageadvantage
Plan context: 403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC.
EIN 39-1204540 • Madison, WI • 30 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
77
2024 Assets
$5,825,568
2024 Contributions
$393,368
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 | 77 | $5,825,568 | $393,368 | $5,109iApproximate average salary by contribution assumption: employee only about $127,717 at 4% or $85,145 at 6%; with 50% employer match about $85,145 at 4% or $56,763 at 6%; with 100% employer match about $63,858 at 4% or $42,572 at 6%. |
| 403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC. | - | 77 | $5,825,568 | $393,368 | $5,109iApproximate average salary by contribution assumption: employee only about $127,717 at 4% or $85,145 at 6%; with 50% employer match about $85,145 at 4% or $56,763 at 6%; with 100% employer match about $63,858 at 4% or $42,572 at 6%. |
| 2023 | 1 | 73 | $5,086,509 | $571,221 | $7,825iApproximate average salary by contribution assumption: employee only about $195,624 at 4% or $130,416 at 6%; with 50% employer match about $130,416 at 4% or $86,944 at 6%; with 100% employer match about $97,812 at 4% or $65,208 at 6%. |
| 403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC. | - | 73 | $5,086,509 | $571,221 | $7,825iApproximate average salary by contribution assumption: employee only about $195,624 at 4% or $130,416 at 6%; with 50% employer match about $130,416 at 4% or $86,944 at 6%; with 100% employer match about $97,812 at 4% or $65,208 at 6%. |
| 2022 | 1 | 63 | $4,016,261 | $319,104 | $5,065iApproximate average salary by contribution assumption: employee only about $126,629 at 4% or $84,419 at 6%; with 50% employer match about $84,419 at 4% or $56,279 at 6%; with 100% employer match about $63,314 at 4% or $42,210 at 6%. |
| 403(B) THRIFT PLAN FOR EMPLOYEES OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC. | - | 63 | $4,016,261 | $319,104 | $5,065iApproximate average salary by contribution assumption: employee only about $126,629 at 4% or $84,419 at 6%; with 50% employer match about $84,419 at 4% or $56,279 at 6%; with 100% employer match about $63,314 at 4% or $42,210 at 6%. |
| 2021 | 1 | 56 | $4,472,639 | $255,595 | $4,564iApproximate average salary by contribution assumption: employee only about $114,105 at 4% or $76,070 at 6%; with 50% employer match about $76,070 at 4% or $50,713 at 6%; with 100% employer match about $57,052 at 4% or $38,035 at 6%. |
| 403(B) THRIFT PLAN OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC. | - | 56 | $4,472,639 | $255,595 | $4,564iApproximate average salary by contribution assumption: employee only about $114,105 at 4% or $76,070 at 6%; with 50% employer match about $76,070 at 4% or $50,713 at 6%; with 100% employer match about $57,052 at 4% or $38,035 at 6%. |
| 2020 | 1 | 55 | $3,685,335 | $308,590 | $5,611iApproximate average salary by contribution assumption: employee only about $140,268 at 4% or $93,512 at 6%; with 50% employer match about $93,512 at 4% or $62,341 at 6%; with 100% employer match about $70,134 at 4% or $46,756 at 6%. |
| 403(B) THRIFT PLAN OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC. | - | 55 | $3,685,335 | $308,590 | $5,611iApproximate average salary by contribution assumption: employee only about $140,268 at 4% or $93,512 at 6%; with 50% employer match about $93,512 at 4% or $62,341 at 6%; with 100% employer match about $70,134 at 4% or $46,756 at 6%. |
| 2019 | 1 | 53 | $3,067,135 | $326,428 | $6,159iApproximate average salary by contribution assumption: employee only about $153,975 at 4% or $102,650 at 6%; with 50% employer match about $102,650 at 4% or $68,434 at 6%; with 100% employer match about $76,988 at 4% or $51,325 at 6%. |
| 403(B) THRIFT PLAN OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC. | - | 53 | $3,067,135 | $326,428 | $6,159iApproximate average salary by contribution assumption: employee only about $153,975 at 4% or $102,650 at 6%; with 50% employer match about $102,650 at 4% or $68,434 at 6%; with 100% employer match about $76,988 at 4% or $51,325 at 6%. |
| 2018 | 1 | 60 | $2,532,698 | $182,191 | $3,037iApproximate average salary by contribution assumption: employee only about $75,913 at 4% or $50,609 at 6%; with 50% employer match about $50,609 at 4% or $33,739 at 6%; with 100% employer match about $37,956 at 4% or $25,304 at 6%. |
| 403(B) THRIFT PLAN OF GREATER WISCONSIN AGENCY ON AGING RESOURCES, INC. | - | 60 | $2,532,698 | $182,191 | $3,037iApproximate average salary by contribution assumption: employee only about $75,913 at 4% or $50,609 at 6%; with 50% employer match about $50,609 at 4% or $33,739 at 6%; with 100% employer match about $37,956 at 4% or $25,304 at 6%. |
| 2017 | 1 | 54 | $2,678,204 | $189,683 | $3,513iApproximate average salary by contribution assumption: employee only about $87,816 at 4% or $58,544 at 6%; with 50% employer match about $58,544 at 4% or $39,029 at 6%; with 100% employer match about $43,908 at 4% or $29,272 at 6%. |
| 403 B THRIFT PLAN OF GREATER WISCONSIN AGENCY ON AGING RESOURCES INC | - | 54 | $2,678,204 | $189,683 | $3,513iApproximate average salary by contribution assumption: employee only about $87,816 at 4% or $58,544 at 6%; with 50% employer match about $58,544 at 4% or $39,029 at 6%; with 100% employer match about $43,908 at 4% or $29,272 at 6%. |
| 2016 | 1 | 58 | $2,232,948 | $266,122 | $4,588iApproximate average salary by contribution assumption: employee only about $114,708 at 4% or $76,472 at 6%; with 50% employer match about $76,472 at 4% or $50,981 at 6%; with 100% employer match about $57,354 at 4% or $38,236 at 6%. |
| 403(B) Thrift Plan of Greater Wisconsin Agency on Aging Resources Inc. | - | 58 | $2,232,948 | $266,122 | $4,588iApproximate average salary by contribution assumption: employee only about $114,708 at 4% or $76,472 at 6%; with 50% employer match about $76,472 at 4% or $50,981 at 6%; with 100% employer match about $57,354 at 4% or $38,236 at 6%. |
| 2015 | 1 | 63 | $1,915,806 | $186,428 | $2,959iApproximate average salary by contribution assumption: employee only about $73,979 at 4% or $49,320 at 6%; with 50% employer match about $49,320 at 4% or $32,880 at 6%; with 100% employer match about $36,990 at 4% or $24,660 at 6%. |
| 403(B) Thrift Plan of Greater Wisconsin Agency on Aging Resources Inc. | - | 63 | $1,915,806 | $186,428 | $2,959iApproximate average salary by contribution assumption: employee only about $73,979 at 4% or $49,320 at 6%; with 50% employer match about $49,320 at 4% or $32,880 at 6%; with 100% employer match about $36,990 at 4% or $24,660 at 6%. |
| 2014 | 1 | 63 | $1,855,715 | $235,731 | $3,742iApproximate average salary by contribution assumption: employee only about $93,544 at 4% or $62,363 at 6%; with 50% employer match about $62,363 at 4% or $41,575 at 6%; with 100% employer match about $46,772 at 4% or $31,181 at 6%. |
| 403(B) Thrift Plan of Greater Wisconsin Agency on Aging Resources Inc. | - | 63 | $1,855,715 | $235,731 | $3,742iApproximate average salary by contribution assumption: employee only about $93,544 at 4% or $62,363 at 6%; with 50% employer match about $62,363 at 4% or $41,575 at 6%; with 100% employer match about $46,772 at 4% or $31,181 at 6%. |
| 2013 | 1 | 44 | $1,607,587 | $392,164 | $8,913iApproximate average salary by contribution assumption: employee only about $222,820 at 4% or $148,547 at 6%; with 50% employer match about $148,547 at 4% or $99,031 at 6%; with 100% employer match about $111,410 at 4% or $74,273 at 6%. |
| 403(B) Thrift Plan of Greater Wisconsin Agency on Aging Resources Inc. | - | 44 | $1,607,587 | $392,164 | $8,913iApproximate average salary by contribution assumption: employee only about $222,820 at 4% or $148,547 at 6%; with 50% employer match about $148,547 at 4% or $99,031 at 6%; with 100% employer match about $111,410 at 4% or $74,273 at 6%. |
| 2012 | 1 | 40 | $1,107,525 | $203,715 | $5,093iApproximate average salary by contribution assumption: employee only about $127,322 at 4% or $84,881 at 6%; with 50% employer match about $84,881 at 4% or $56,588 at 6%; with 100% employer match about $63,661 at 4% or $42,441 at 6%. |
| 403(B) Thrift Plan of Greater Wisconsin Agency on Aging Resources Inc. | - | 40 | $1,107,525 | $203,715 | $5,093iApproximate average salary by contribution assumption: employee only about $127,322 at 4% or $84,881 at 6%; with 50% employer match about $84,881 at 4% or $56,588 at 6%; with 100% employer match about $63,661 at 4% or $42,441 at 6%. |
| 2011 | 2 | 45 | $875,756 | $181,583 | $4,035iApproximate average salary by contribution assumption: employee only about $100,879 at 4% or $67,253 at 6%; with 50% employer match about $67,253 at 4% or $44,835 at 6%; with 100% employer match about $50,440 at 4% or $33,626 at 6%. |
| GREATER WI AGENCY ON AGING RESOURCES, INC. TAX DEFERRED ANNUITY | - | 45 | $594,495 | $156,427 | $3,476iApproximate average salary by contribution assumption: employee only about $86,904 at 4% or $57,936 at 6%; with 50% employer match about $57,936 at 4% or $38,624 at 6%; with 100% employer match about $43,452 at 4% or $28,968 at 6%. |
| Ageadvantage Inc Defined Contribution Retirement Plan | - | 16 | $281,261 | $25,156 | $1,572iApproximate average salary by contribution assumption: employee only about $39,306 at 4% or $26,204 at 6%; with 50% employer match about $26,204 at 4% or $17,469 at 6%; with 100% employer match about $19,653 at 4% or $13,102 at 6%. |
| 2010 | 3 | 40 | $702,161 | $149,030 | $3,726iApproximate average salary by contribution assumption: employee only about $93,144 at 4% or $62,096 at 6%; with 50% employer match about $62,096 at 4% or $41,397 at 6%; with 100% employer match about $46,572 at 4% or $31,048 at 6%. |
| GREATER WI AGENCY ON AGING RESOURCES, INC. TAX DEFERRED ANNUITY | - | 40 | $453,045 | $126,540 | $3,164iApproximate average salary by contribution assumption: employee only about $79,088 at 4% or $52,725 at 6%; with 50% employer match about $52,725 at 4% or $35,150 at 6%; with 100% employer match about $39,544 at 4% or $26,363 at 6%. |
| Ageadvantage Inc Defined Contribution Retirement Plan | - | 15 | $249,116 | $22,490 | $1,499iApproximate average salary by contribution assumption: employee only about $37,483 at 4% or $24,989 at 6%; with 50% employer match about $24,989 at 4% or $16,659 at 6%; with 100% employer match about $18,742 at 4% or $12,494 at 6%. |
| Ageadvantage Inc Defined Contribution Retirement Plan | - | 6 | - | - | - |
| 2009 | 2 | 32 | $524,577 | $211,841 | $6,620iApproximate average salary by contribution assumption: employee only about $165,501 at 4% or $110,334 at 6%; with 50% employer match about $110,334 at 4% or $73,556 at 6%; with 100% employer match about $82,750 at 4% or $55,167 at 6%. |
| GREATER WI AGENCY ON AGING RESOURCES, INC. TAX DEFERRED ANNUITY | - | 32 | $308,009 | $147,168 | $4,599iApproximate average salary by contribution assumption: employee only about $114,975 at 4% or $76,650 at 6%; with 50% employer match about $76,650 at 4% or $51,100 at 6%; with 100% employer match about $57,488 at 4% or $38,325 at 6%. |
| Ageadvantage Inc Defined Contribution Retirement Plan | - | 13 | $216,568 | $64,673 | $4,975iApproximate average salary by contribution assumption: employee only about $124,371 at 4% or $82,914 at 6%; with 50% employer match about $82,914 at 4% or $55,276 at 6%; with 100% employer match about $62,186 at 4% or $41,457 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Tax Deferred Annuity Plan of Ageadvantage | - | 0 | - | - | - |