Civic Intelligence

The Milwaukee Foundation

Plan context: 403B Thrift Plan of the Milwaukee Foundation

EIN 39-6036407 • Milwaukee, WI • 26 filings • 6 plans

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2153 N. Dr. Martin Luther King Jr.Suite 4000Milwaukee, WI 53212-3963
Current Snapshot

Latest Year

2024

2024 Participants

88

2024 Assets

$11,098,978

2024 Contributions

$1,121,805

Historical Graphs

Total Assets Over Time

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

$11,098,978$5,549,489$0200920172024YearValue
$11,098,978Latest year 2024

Participants Over Time

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

88440200920172024YearValue
88Latest 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
2024188$11,098,978$1,121,805$12,748iApproximate average salary by contribution assumption: employee only about $318,695 at 4% or $212,463 at 6%; with 50% employer match about $212,463 at 4% or $141,642 at 6%; with 100% employer match about $159,347 at 4% or $106,232 at 6%.
403B Thrift Plan of the Milwaukee Foundation-88$11,098,978$1,121,805$12,748iApproximate average salary by contribution assumption: employee only about $318,695 at 4% or $212,463 at 6%; with 50% employer match about $212,463 at 4% or $141,642 at 6%; with 100% employer match about $159,347 at 4% or $106,232 at 6%.
2023187$10,839,368$1,100,734$12,652iApproximate average salary by contribution assumption: employee only about $316,303 at 4% or $210,869 at 6%; with 50% employer match about $210,869 at 4% or $140,579 at 6%; with 100% employer match about $158,151 at 4% or $105,434 at 6%.
403B Thrift Plan of the Milwaukee Foundation-87$10,839,368$1,100,734$12,652iApproximate average salary by contribution assumption: employee only about $316,303 at 4% or $210,869 at 6%; with 50% employer match about $210,869 at 4% or $140,579 at 6%; with 100% employer match about $158,151 at 4% or $105,434 at 6%.
2022186$9,375,856$1,101,005$12,802iApproximate average salary by contribution assumption: employee only about $320,060 at 4% or $213,373 at 6%; with 50% employer match about $213,373 at 4% or $142,249 at 6%; with 100% employer match about $160,030 at 4% or $106,687 at 6%.
403B Thrift Plan of the Milwaukee Foundation-86$9,375,856$1,101,005$12,802iApproximate average salary by contribution assumption: employee only about $320,060 at 4% or $213,373 at 6%; with 50% employer match about $213,373 at 4% or $142,249 at 6%; with 100% employer match about $160,030 at 4% or $106,687 at 6%.
2021172$10,833,347$1,162,953$16,152iApproximate average salary by contribution assumption: employee only about $403,803 at 4% or $269,202 at 6%; with 50% employer match about $269,202 at 4% or $179,468 at 6%; with 100% employer match about $201,902 at 4% or $134,601 at 6%.
403B Thrift Plan of the Milwaukee Foundation-72$10,833,347$1,162,953$16,152iApproximate average salary by contribution assumption: employee only about $403,803 at 4% or $269,202 at 6%; with 50% employer match about $269,202 at 4% or $179,468 at 6%; with 100% employer match about $201,902 at 4% or $134,601 at 6%.
2020175$10,007,390$823,308$10,977iApproximate average salary by contribution assumption: employee only about $274,436 at 4% or $182,957 at 6%; with 50% employer match about $182,957 at 4% or $121,972 at 6%; with 100% employer match about $137,218 at 4% or $91,479 at 6%.
403B Thrift Plan of the Milwaukee Foundation-75$10,007,390$823,308$10,977iApproximate average salary by contribution assumption: employee only about $274,436 at 4% or $182,957 at 6%; with 50% employer match about $182,957 at 4% or $121,972 at 6%; with 100% employer match about $137,218 at 4% or $91,479 at 6%.
2019171$8,171,951$957,616$13,488iApproximate average salary by contribution assumption: employee only about $337,189 at 4% or $224,792 at 6%; with 50% employer match about $224,792 at 4% or $149,862 at 6%; with 100% employer match about $168,594 at 4% or $112,396 at 6%.
403B Thrift Plan of the Milwaukee Foundation-71$8,171,951$957,616$13,488iApproximate average salary by contribution assumption: employee only about $337,189 at 4% or $224,792 at 6%; with 50% employer match about $224,792 at 4% or $149,862 at 6%; with 100% employer match about $168,594 at 4% or $112,396 at 6%.
2018163$6,479,593$638,515$10,135iApproximate average salary by contribution assumption: employee only about $253,379 at 4% or $168,919 at 6%; with 50% employer match about $168,919 at 4% or $112,613 at 6%; with 100% employer match about $126,689 at 4% or $84,460 at 6%.
403B Thrift Plan of the Milwaukee Foundation-63$6,479,593$638,515$10,135iApproximate average salary by contribution assumption: employee only about $253,379 at 4% or $168,919 at 6%; with 50% employer match about $168,919 at 4% or $112,613 at 6%; with 100% employer match about $126,689 at 4% or $84,460 at 6%.
2017158$6,593,959$912,719$15,737iApproximate average salary by contribution assumption: employee only about $393,413 at 4% or $262,276 at 6%; with 50% employer match about $262,276 at 4% or $174,850 at 6%; with 100% employer match about $196,707 at 4% or $131,138 at 6%.
403B Thrift Plan of the Milwaukee Foundation-58$6,593,959$912,719$15,737iApproximate average salary by contribution assumption: employee only about $393,413 at 4% or $262,276 at 6%; with 50% employer match about $262,276 at 4% or $174,850 at 6%; with 100% employer match about $196,707 at 4% or $131,138 at 6%.
2016155$4,853,552$550,806$10,015iApproximate average salary by contribution assumption: employee only about $250,366 at 4% or $166,911 at 6%; with 50% employer match about $166,911 at 4% or $111,274 at 6%; with 100% employer match about $125,183 at 4% or $83,455 at 6%.
403B Thrift Plan of the Milwaukee Foundation-55$4,853,552$550,806$10,015iApproximate average salary by contribution assumption: employee only about $250,366 at 4% or $166,911 at 6%; with 50% employer match about $166,911 at 4% or $111,274 at 6%; with 100% employer match about $125,183 at 4% or $83,455 at 6%.
2015152$4,241,559$477,305$9,179iApproximate average salary by contribution assumption: employee only about $229,474 at 4% or $152,982 at 6%; with 50% employer match about $152,982 at 4% or $101,988 at 6%; with 100% employer match about $114,737 at 4% or $76,491 at 6%.
403B Thrift Plan of the Milwaukee Foundation-52$4,241,559$477,305$9,179iApproximate average salary by contribution assumption: employee only about $229,474 at 4% or $152,982 at 6%; with 50% employer match about $152,982 at 4% or $101,988 at 6%; with 100% employer match about $114,737 at 4% or $76,491 at 6%.
2014150$4,161,345$428,340$8,567iApproximate average salary by contribution assumption: employee only about $214,170 at 4% or $142,780 at 6%; with 50% employer match about $142,780 at 4% or $95,187 at 6%; with 100% employer match about $107,085 at 4% or $71,390 at 6%.
403B Thrift Plan of the Milwaukee Foundation-50$4,161,345$428,340$8,567iApproximate average salary by contribution assumption: employee only about $214,170 at 4% or $142,780 at 6%; with 50% employer match about $142,780 at 4% or $95,187 at 6%; with 100% employer match about $107,085 at 4% or $71,390 at 6%.
2013145$3,937,593$523,185$11,626iApproximate average salary by contribution assumption: employee only about $290,658 at 4% or $193,772 at 6%; with 50% employer match about $193,772 at 4% or $129,181 at 6%; with 100% employer match about $145,329 at 4% or $96,886 at 6%.
403B Thrift Plan of the Milwaukee Foundation-45$3,937,593$523,185$11,626iApproximate average salary by contribution assumption: employee only about $290,658 at 4% or $193,772 at 6%; with 50% employer match about $193,772 at 4% or $129,181 at 6%; with 100% employer match about $145,329 at 4% or $96,886 at 6%.
2012148$3,017,165$429,053$8,939iApproximate average salary by contribution assumption: employee only about $223,465 at 4% or $148,977 at 6%; with 50% employer match about $148,977 at 4% or $99,318 at 6%; with 100% employer match about $111,733 at 4% or $74,488 at 6%.
403B Thrift Plan of the Milwaukee Foundation-48$3,017,165$429,053$8,939iApproximate average salary by contribution assumption: employee only about $223,465 at 4% or $148,977 at 6%; with 50% employer match about $148,977 at 4% or $99,318 at 6%; with 100% employer match about $111,733 at 4% or $74,488 at 6%.
2011152$4,095,632$423,089$8,136iApproximate average salary by contribution assumption: employee only about $203,408 at 4% or $135,605 at 6%; with 50% employer match about $135,605 at 4% or $90,404 at 6%; with 100% employer match about $101,704 at 4% or $67,803 at 6%.
403B Thrift Plan of the Milwaukee Foundation-52$4,095,632$423,089$8,136iApproximate average salary by contribution assumption: employee only about $203,408 at 4% or $135,605 at 6%; with 50% employer match about $135,605 at 4% or $90,404 at 6%; with 100% employer match about $101,704 at 4% or $67,803 at 6%.
2010151$3,815,809$393,000$7,706iApproximate average salary by contribution assumption: employee only about $192,647 at 4% or $128,431 at 6%; with 50% employer match about $128,431 at 4% or $85,621 at 6%; with 100% employer match about $96,324 at 4% or $64,216 at 6%.
403B Thrift Plan of the Milwaukee Foundation-51$3,815,809$393,000$7,706iApproximate average salary by contribution assumption: employee only about $192,647 at 4% or $128,431 at 6%; with 50% employer match about $128,431 at 4% or $85,621 at 6%; with 100% employer match about $96,324 at 4% or $64,216 at 6%.
2009135$3,693,755$312,861$8,939iApproximate average salary by contribution assumption: employee only about $223,472 at 4% or $148,981 at 6%; with 50% employer match about $148,981 at 4% or $99,321 at 6%; with 100% employer match about $111,736 at 4% or $74,491 at 6%.
403B Thrift Plan of the Milwaukee Foundation-35$3,693,755$312,861$8,939iApproximate average salary by contribution assumption: employee only about $223,472 at 4% or $148,981 at 6%; with 50% employer match about $148,981 at 4% or $99,321 at 6%; with 100% employer match about $111,736 at 4% or $74,491 at 6%.
200810$0$0-
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200710$0$0-
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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-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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The Milwaukee Foundation | EIN 39-6036407 | 2024 Form 5500 Company Profile