Helen Bader Foundation Inc.
Plan context: Helen Bader Foundation Section 403B Plan
EIN 39-1710914 • Milwaukee, WI • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$4,772,401
2024 Contributions
$468,328
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 | 22 | $4,772,401 | $468,328 | $21,288iApproximate average salary by contribution assumption: employee only about $532,191 at 4% or $354,794 at 6%; with 50% employer match about $354,794 at 4% or $236,529 at 6%; with 100% employer match about $266,095 at 4% or $177,397 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 22 | $4,772,401 | $468,328 | $21,288iApproximate average salary by contribution assumption: employee only about $532,191 at 4% or $354,794 at 6%; with 50% employer match about $354,794 at 4% or $236,529 at 6%; with 100% employer match about $266,095 at 4% or $177,397 at 6%. |
| 2023 | 1 | 19 | $3,964,250 | $397,097 | $20,900iApproximate average salary by contribution assumption: employee only about $522,496 at 4% or $348,331 at 6%; with 50% employer match about $348,331 at 4% or $232,220 at 6%; with 100% employer match about $261,248 at 4% or $174,165 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 19 | $3,964,250 | $397,097 | $20,900iApproximate average salary by contribution assumption: employee only about $522,496 at 4% or $348,331 at 6%; with 50% employer match about $348,331 at 4% or $232,220 at 6%; with 100% employer match about $261,248 at 4% or $174,165 at 6%. |
| 2022 | 1 | 17 | $3,214,074 | $335,964 | $19,763iApproximate average salary by contribution assumption: employee only about $494,065 at 4% or $329,376 at 6%; with 50% employer match about $329,376 at 4% or $219,584 at 6%; with 100% employer match about $247,032 at 4% or $164,688 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 17 | $3,214,074 | $335,964 | $19,763iApproximate average salary by contribution assumption: employee only about $494,065 at 4% or $329,376 at 6%; with 50% employer match about $329,376 at 4% or $219,584 at 6%; with 100% employer match about $247,032 at 4% or $164,688 at 6%. |
| 2021 | 1 | 17 | $3,298,338 | $271,880 | $15,993iApproximate average salary by contribution assumption: employee only about $399,824 at 4% or $266,549 at 6%; with 50% employer match about $266,549 at 4% or $177,699 at 6%; with 100% employer match about $199,912 at 4% or $133,275 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 17 | $3,298,338 | $271,880 | $15,993iApproximate average salary by contribution assumption: employee only about $399,824 at 4% or $266,549 at 6%; with 50% employer match about $266,549 at 4% or $177,699 at 6%; with 100% employer match about $199,912 at 4% or $133,275 at 6%. |
| 2020 | 1 | 17 | $2,710,061 | $347,827 | $20,460iApproximate average salary by contribution assumption: employee only about $511,510 at 4% or $341,007 at 6%; with 50% employer match about $341,007 at 4% or $227,338 at 6%; with 100% employer match about $255,755 at 4% or $170,503 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 17 | $2,710,061 | $347,827 | $20,460iApproximate average salary by contribution assumption: employee only about $511,510 at 4% or $341,007 at 6%; with 50% employer match about $341,007 at 4% or $227,338 at 6%; with 100% employer match about $255,755 at 4% or $170,503 at 6%. |
| 2019 | 1 | 16 | $2,170,124 | $191,732 | $11,983iApproximate average salary by contribution assumption: employee only about $299,581 at 4% or $199,721 at 6%; with 50% employer match about $199,721 at 4% or $133,147 at 6%; with 100% employer match about $149,791 at 4% or $99,860 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 16 | $2,170,124 | $191,732 | $11,983iApproximate average salary by contribution assumption: employee only about $299,581 at 4% or $199,721 at 6%; with 50% employer match about $199,721 at 4% or $133,147 at 6%; with 100% employer match about $149,791 at 4% or $99,860 at 6%. |
| 2018 | 1 | 12 | $1,860,651 | $146,275 | $12,190iApproximate average salary by contribution assumption: employee only about $304,740 at 4% or $203,160 at 6%; with 50% employer match about $203,160 at 4% or $135,440 at 6%; with 100% employer match about $152,370 at 4% or $101,580 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 12 | $1,860,651 | $146,275 | $12,190iApproximate average salary by contribution assumption: employee only about $304,740 at 4% or $203,160 at 6%; with 50% employer match about $203,160 at 4% or $135,440 at 6%; with 100% employer match about $152,370 at 4% or $101,580 at 6%. |
| 2017 | 1 | 13 | $1,874,962 | $126,190 | $9,707iApproximate average salary by contribution assumption: employee only about $242,673 at 4% or $161,782 at 6%; with 50% employer match about $161,782 at 4% or $107,855 at 6%; with 100% employer match about $121,337 at 4% or $80,891 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 13 | $1,874,962 | $126,190 | $9,707iApproximate average salary by contribution assumption: employee only about $242,673 at 4% or $161,782 at 6%; with 50% employer match about $161,782 at 4% or $107,855 at 6%; with 100% employer match about $121,337 at 4% or $80,891 at 6%. |
| 2016 | 1 | 11 | $1,582,177 | $112,364 | $10,215iApproximate average salary by contribution assumption: employee only about $255,373 at 4% or $170,248 at 6%; with 50% employer match about $170,248 at 4% or $113,499 at 6%; with 100% employer match about $127,686 at 4% or $85,124 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 11 | $1,582,177 | $112,364 | $10,215iApproximate average salary by contribution assumption: employee only about $255,373 at 4% or $170,248 at 6%; with 50% employer match about $170,248 at 4% or $113,499 at 6%; with 100% employer match about $127,686 at 4% or $85,124 at 6%. |
| 2015 | 1 | 10 | $1,384,473 | $112,175 | $11,218iApproximate average salary by contribution assumption: employee only about $280,438 at 4% or $186,958 at 6%; with 50% employer match about $186,958 at 4% or $124,639 at 6%; with 100% employer match about $140,219 at 4% or $93,479 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 10 | $1,384,473 | $112,175 | $11,218iApproximate average salary by contribution assumption: employee only about $280,438 at 4% or $186,958 at 6%; with 50% employer match about $186,958 at 4% or $124,639 at 6%; with 100% employer match about $140,219 at 4% or $93,479 at 6%. |
| 2014 | 1 | 9 | $1,281,227 | $101,286 | $11,254iApproximate average salary by contribution assumption: employee only about $281,350 at 4% or $187,567 at 6%; with 50% employer match about $187,567 at 4% or $125,044 at 6%; with 100% employer match about $140,675 at 4% or $93,783 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 9 | $1,281,227 | $101,286 | $11,254iApproximate average salary by contribution assumption: employee only about $281,350 at 4% or $187,567 at 6%; with 50% employer match about $187,567 at 4% or $125,044 at 6%; with 100% employer match about $140,675 at 4% or $93,783 at 6%. |
| 2013 | 1 | 9 | $1,129,287 | $113,195 | $12,577iApproximate average salary by contribution assumption: employee only about $314,431 at 4% or $209,620 at 6%; with 50% employer match about $209,620 at 4% or $139,747 at 6%; with 100% employer match about $157,215 at 4% or $104,810 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 9 | $1,129,287 | $113,195 | $12,577iApproximate average salary by contribution assumption: employee only about $314,431 at 4% or $209,620 at 6%; with 50% employer match about $209,620 at 4% or $139,747 at 6%; with 100% employer match about $157,215 at 4% or $104,810 at 6%. |
| 2012 | 1 | 10 | $1,545,027 | $110,911 | $11,091iApproximate average salary by contribution assumption: employee only about $277,278 at 4% or $184,852 at 6%; with 50% employer match about $184,852 at 4% or $123,234 at 6%; with 100% employer match about $138,639 at 4% or $92,426 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 10 | $1,545,027 | $110,911 | $11,091iApproximate average salary by contribution assumption: employee only about $277,278 at 4% or $184,852 at 6%; with 50% employer match about $184,852 at 4% or $123,234 at 6%; with 100% employer match about $138,639 at 4% or $92,426 at 6%. |
| 2011 | 1 | 10 | $1,377,898 | $110,281 | $11,028iApproximate average salary by contribution assumption: employee only about $275,703 at 4% or $183,802 at 6%; with 50% employer match about $183,802 at 4% or $122,534 at 6%; with 100% employer match about $137,851 at 4% or $91,901 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 10 | $1,377,898 | $110,281 | $11,028iApproximate average salary by contribution assumption: employee only about $275,703 at 4% or $183,802 at 6%; with 50% employer match about $183,802 at 4% or $122,534 at 6%; with 100% employer match about $137,851 at 4% or $91,901 at 6%. |
| 2010 | 1 | 11 | $1,533,903 | $115,276 | $10,480iApproximate average salary by contribution assumption: employee only about $261,991 at 4% or $174,661 at 6%; with 50% employer match about $174,661 at 4% or $116,440 at 6%; with 100% employer match about $130,995 at 4% or $87,330 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 11 | $1,533,903 | $115,276 | $10,480iApproximate average salary by contribution assumption: employee only about $261,991 at 4% or $174,661 at 6%; with 50% employer match about $174,661 at 4% or $116,440 at 6%; with 100% employer match about $130,995 at 4% or $87,330 at 6%. |
| 2009 | 1 | 11 | $1,574,500 | $206,494 | $18,772iApproximate average salary by contribution assumption: employee only about $469,305 at 4% or $312,870 at 6%; with 50% employer match about $312,870 at 4% or $208,580 at 6%; with 100% employer match about $234,652 at 4% or $156,435 at 6%. |
| Helen Bader Foundation Section 403B Plan | - | 11 | $1,574,500 | $206,494 | $18,772iApproximate average salary by contribution assumption: employee only about $469,305 at 4% or $312,870 at 6%; with 50% employer match about $312,870 at 4% or $208,580 at 6%; with 100% employer match about $234,652 at 4% or $156,435 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Helen Bader Foundation Section 403B Plan | - | 0 | - | - | - |