Nativity Jesuit Middle School
Plan context: Nativity Jesuit Middle School 401(K) Plan and Trust
EIN 39-1741141 • Milwaukee, WI • 23 filings • 7 plans
Current Snapshot
Latest Year
2023
2023 Participants
57
2023 Assets
$2,829,786
2023 Contributions
$263,441
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 57 | $2,829,786 | $263,441 | $4,622iApproximate average salary by contribution assumption: employee only about $115,544 at 4% or $77,030 at 6%; with 50% employer match about $77,030 at 4% or $51,353 at 6%; with 100% employer match about $57,772 at 4% or $38,515 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 57 | $2,829,786 | $263,441 | $4,622iApproximate average salary by contribution assumption: employee only about $115,544 at 4% or $77,030 at 6%; with 50% employer match about $77,030 at 4% or $51,353 at 6%; with 100% employer match about $57,772 at 4% or $38,515 at 6%. |
| 2022 | 1 | 57 | $2,239,279 | $235,879 | $4,138iApproximate average salary by contribution assumption: employee only about $103,456 at 4% or $68,970 at 6%; with 50% employer match about $68,970 at 4% or $45,980 at 6%; with 100% employer match about $51,728 at 4% or $34,485 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 57 | $2,239,279 | $235,879 | $4,138iApproximate average salary by contribution assumption: employee only about $103,456 at 4% or $68,970 at 6%; with 50% employer match about $68,970 at 4% or $45,980 at 6%; with 100% employer match about $51,728 at 4% or $34,485 at 6%. |
| 2021 | 1 | 34 | $2,188,978 | $120,807 | $3,553iApproximate average salary by contribution assumption: employee only about $88,829 at 4% or $59,219 at 6%; with 50% employer match about $59,219 at 4% or $39,479 at 6%; with 100% employer match about $44,414 at 4% or $29,610 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 34 | $2,188,978 | $120,807 | $3,553iApproximate average salary by contribution assumption: employee only about $88,829 at 4% or $59,219 at 6%; with 50% employer match about $59,219 at 4% or $39,479 at 6%; with 100% employer match about $44,414 at 4% or $29,610 at 6%. |
| 2020 | 1 | 60 | $2,319,618 | $231,369 | $3,856iApproximate average salary by contribution assumption: employee only about $96,404 at 4% or $64,269 at 6%; with 50% employer match about $64,269 at 4% or $42,846 at 6%; with 100% employer match about $48,202 at 4% or $32,135 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 60 | $2,319,618 | $231,369 | $3,856iApproximate average salary by contribution assumption: employee only about $96,404 at 4% or $64,269 at 6%; with 50% employer match about $64,269 at 4% or $42,846 at 6%; with 100% employer match about $48,202 at 4% or $32,135 at 6%. |
| 2019 | 1 | 57 | $2,028,125 | $330,644 | $5,801iApproximate average salary by contribution assumption: employee only about $145,019 at 4% or $96,680 at 6%; with 50% employer match about $96,680 at 4% or $64,453 at 6%; with 100% employer match about $72,510 at 4% or $48,340 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 57 | $2,028,125 | $330,644 | $5,801iApproximate average salary by contribution assumption: employee only about $145,019 at 4% or $96,680 at 6%; with 50% employer match about $96,680 at 4% or $64,453 at 6%; with 100% employer match about $72,510 at 4% or $48,340 at 6%. |
| 2018 | 1 | 53 | $1,615,751 | $312,930 | $5,904iApproximate average salary by contribution assumption: employee only about $147,608 at 4% or $98,406 at 6%; with 50% employer match about $98,406 at 4% or $65,604 at 6%; with 100% employer match about $73,804 at 4% or $49,203 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 53 | $1,615,751 | $312,930 | $5,904iApproximate average salary by contribution assumption: employee only about $147,608 at 4% or $98,406 at 6%; with 50% employer match about $98,406 at 4% or $65,604 at 6%; with 100% employer match about $73,804 at 4% or $49,203 at 6%. |
| 2017 | 1 | 48 | $1,294,465 | $212,691 | $4,431iApproximate average salary by contribution assumption: employee only about $110,777 at 4% or $73,851 at 6%; with 50% employer match about $73,851 at 4% or $49,234 at 6%; with 100% employer match about $55,388 at 4% or $36,926 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 48 | $1,294,465 | $212,691 | $4,431iApproximate average salary by contribution assumption: employee only about $110,777 at 4% or $73,851 at 6%; with 50% employer match about $73,851 at 4% or $49,234 at 6%; with 100% employer match about $55,388 at 4% or $36,926 at 6%. |
| 2016 | 1 | 44 | $1,151,653 | $181,710 | $4,130iApproximate average salary by contribution assumption: employee only about $103,244 at 4% or $68,830 at 6%; with 50% employer match about $68,830 at 4% or $45,886 at 6%; with 100% employer match about $51,622 at 4% or $34,415 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 44 | $1,151,653 | $181,710 | $4,130iApproximate average salary by contribution assumption: employee only about $103,244 at 4% or $68,830 at 6%; with 50% employer match about $68,830 at 4% or $45,886 at 6%; with 100% employer match about $51,622 at 4% or $34,415 at 6%. |
| 2015 | 1 | 38 | $1,033,443 | $156,126 | $4,109iApproximate average salary by contribution assumption: employee only about $102,714 at 4% or $68,476 at 6%; with 50% employer match about $68,476 at 4% or $45,651 at 6%; with 100% employer match about $51,357 at 4% or $34,238 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 38 | $1,033,443 | $156,126 | $4,109iApproximate average salary by contribution assumption: employee only about $102,714 at 4% or $68,476 at 6%; with 50% employer match about $68,476 at 4% or $45,651 at 6%; with 100% employer match about $51,357 at 4% or $34,238 at 6%. |
| 2014 | 1 | 33 | $929,524 | $140,003 | $4,243iApproximate average salary by contribution assumption: employee only about $106,063 at 4% or $70,709 at 6%; with 50% employer match about $70,709 at 4% or $47,139 at 6%; with 100% employer match about $53,031 at 4% or $35,354 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 33 | $929,524 | $140,003 | $4,243iApproximate average salary by contribution assumption: employee only about $106,063 at 4% or $70,709 at 6%; with 50% employer match about $70,709 at 4% or $47,139 at 6%; with 100% employer match about $53,031 at 4% or $35,354 at 6%. |
| 2013 | 1 | 33 | $989,962 | $113,307 | $3,434iApproximate average salary by contribution assumption: employee only about $85,839 at 4% or $57,226 at 6%; with 50% employer match about $57,226 at 4% or $38,151 at 6%; with 100% employer match about $42,919 at 4% or $28,613 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 33 | $989,962 | $113,307 | $3,434iApproximate average salary by contribution assumption: employee only about $85,839 at 4% or $57,226 at 6%; with 50% employer match about $57,226 at 4% or $38,151 at 6%; with 100% employer match about $42,919 at 4% or $28,613 at 6%. |
| 2012 | 1 | 21 | $898,672 | $127,109 | $6,053iApproximate average salary by contribution assumption: employee only about $151,320 at 4% or $100,880 at 6%; with 50% employer match about $100,880 at 4% or $67,253 at 6%; with 100% employer match about $75,660 at 4% or $50,440 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 21 | $898,672 | $127,109 | $6,053iApproximate average salary by contribution assumption: employee only about $151,320 at 4% or $100,880 at 6%; with 50% employer match about $100,880 at 4% or $67,253 at 6%; with 100% employer match about $75,660 at 4% or $50,440 at 6%. |
| 2011 | 1 | 19 | $866,627 | $104,748 | $5,513iApproximate average salary by contribution assumption: employee only about $137,826 at 4% or $91,884 at 6%; with 50% employer match about $91,884 at 4% or $61,256 at 6%; with 100% employer match about $68,913 at 4% or $45,942 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 19 | $866,627 | $104,748 | $5,513iApproximate average salary by contribution assumption: employee only about $137,826 at 4% or $91,884 at 6%; with 50% employer match about $91,884 at 4% or $61,256 at 6%; with 100% employer match about $68,913 at 4% or $45,942 at 6%. |
| 2010 | 1 | 17 | $898,871 | $101,402 | $5,965iApproximate average salary by contribution assumption: employee only about $149,121 at 4% or $99,414 at 6%; with 50% employer match about $99,414 at 4% or $66,276 at 6%; with 100% employer match about $74,560 at 4% or $49,707 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 17 | $898,871 | $101,402 | $5,965iApproximate average salary by contribution assumption: employee only about $149,121 at 4% or $99,414 at 6%; with 50% employer match about $99,414 at 4% or $66,276 at 6%; with 100% employer match about $74,560 at 4% or $49,707 at 6%. |
| 2009 | 2 | 20 | $1,371,984 | $181,243 | $9,062iApproximate average salary by contribution assumption: employee only about $226,554 at 4% or $151,036 at 6%; with 50% employer match about $151,036 at 4% or $100,691 at 6%; with 100% employer match about $113,277 at 4% or $75,518 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 18 | $770,162 | $101,693 | $5,650iApproximate average salary by contribution assumption: employee only about $141,240 at 4% or $94,160 at 6%; with 50% employer match about $94,160 at 4% or $62,773 at 6%; with 100% employer match about $70,620 at 4% or $47,080 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 20 | $601,822 | $79,550 | $3,978iApproximate average salary by contribution assumption: employee only about $99,438 at 4% or $66,292 at 6%; with 50% employer match about $66,292 at 4% or $44,194 at 6%; with 100% employer match about $49,719 at 4% or $33,146 at 6%. |
| 2008 | 1 | 15 | $0 | $0 | - |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 15 | - | - | - |
| 2007 | 1 | 18 | $0 | $0 | - |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 18 | - | - | - |
| 2005 | 1 | 14 | $452,865 | $85,053 | $6,075iApproximate average salary by contribution assumption: employee only about $151,880 at 4% or $101,254 at 6%; with 50% employer match about $101,254 at 4% or $67,502 at 6%; with 100% employer match about $75,940 at 4% or $50,627 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 14 | $452,865 | $85,053 | $6,075iApproximate average salary by contribution assumption: employee only about $151,880 at 4% or $101,254 at 6%; with 50% employer match about $101,254 at 4% or $67,502 at 6%; with 100% employer match about $75,940 at 4% or $50,627 at 6%. |
| 2004 | 1 | 14 | $0 | $0 | - |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 14 | - | - | - |
| 2003 | 1 | 11 | $0 | $0 | - |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 11 | - | - | - |
| 2002 | 1 | 10 | $143,232 | $44,005 | $4,401iApproximate average salary by contribution assumption: employee only about $110,013 at 4% or $73,342 at 6%; with 50% employer match about $73,342 at 4% or $48,894 at 6%; with 100% employer match about $55,006 at 4% or $36,671 at 6%. |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 10 | $143,232 | $44,005 | $4,401iApproximate average salary by contribution assumption: employee only about $110,013 at 4% or $73,342 at 6%; with 50% employer match about $73,342 at 4% or $48,894 at 6%; with 100% employer match about $55,006 at 4% or $36,671 at 6%. |
| 2001 | 1 | 11 | $0 | $0 | - |
| Nativity Jesuit Middle School 401(K) Plan and Trust | - | 11 | - | - | - |