The University Financing Foundation Inc.
Plan context: The University Financing Foundation Inc. Cash Balance Plan
EIN 58-1505902 • Atlanta, GA • 66 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
19
2024 Assets
$13,407,989
2024 Contributions
$423,865
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 | 3 | 19 | $13,407,989 | $423,865 | $22,309iApproximate average salary by contribution assumption: employee only about $557,717 at 4% or $371,811 at 6%; with 50% employer match about $371,811 at 4% or $247,874 at 6%; with 100% employer match about $278,859 at 4% or $185,906 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 11 | $7,462,914 | - | - |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 401(K) PLAN | - | 16 | $4,190,023 | $256,532 | $16,033iApproximate average salary by contribution assumption: employee only about $400,831 at 4% or $267,221 at 6%; with 50% employer match about $267,221 at 4% or $178,147 at 6%; with 100% employer match about $200,416 at 4% or $133,610 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 19 | $1,755,052 | $167,333 | $8,807iApproximate average salary by contribution assumption: employee only about $220,175 at 4% or $146,783 at 6%; with 50% employer match about $146,783 at 4% or $97,856 at 6%; with 100% employer match about $110,088 at 4% or $73,392 at 6%. |
| 2023 | 3 | 17 | $11,487,890 | $866,468 | $50,969iApproximate average salary by contribution assumption: employee only about $1,274,218 at 4% or $849,478 at 6%; with 50% employer match about $849,478 at 4% or $566,319 at 6%; with 100% employer match about $637,109 at 4% or $424,739 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 12 | $6,743,347 | $450,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 401(K) PLAN | - | 14 | $3,328,673 | $274,831 | $19,631iApproximate average salary by contribution assumption: employee only about $490,770 at 4% or $327,180 at 6%; with 50% employer match about $327,180 at 4% or $218,120 at 6%; with 100% employer match about $245,385 at 4% or $163,590 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 17 | $1,415,870 | $141,637 | $8,332iApproximate average salary by contribution assumption: employee only about $208,290 at 4% or $138,860 at 6%; with 50% employer match about $138,860 at 4% or $92,573 at 6%; with 100% employer match about $104,145 at 4% or $69,430 at 6%. |
| 2022 | 3 | 15 | $9,155,564 | $881,472 | $58,765iApproximate average salary by contribution assumption: employee only about $1,469,120 at 4% or $979,413 at 6%; with 50% employer match about $979,413 at 4% or $652,942 at 6%; with 100% employer match about $734,560 at 4% or $489,707 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 13 | $5,425,430 | $500,000 | $38,462iApproximate average salary by contribution assumption: employee only about $961,538 at 4% or $641,026 at 6%; with 50% employer match about $641,026 at 4% or $427,350 at 6%; with 100% employer match about $480,769 at 4% or $320,513 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 401(K) PLAN | - | 15 | $2,591,110 | $242,245 | $16,150iApproximate average salary by contribution assumption: employee only about $403,742 at 4% or $269,161 at 6%; with 50% employer match about $269,161 at 4% or $179,441 at 6%; with 100% employer match about $201,871 at 4% or $134,581 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 15 | $1,139,024 | $139,227 | $9,282iApproximate average salary by contribution assumption: employee only about $232,045 at 4% or $154,697 at 6%; with 50% employer match about $154,697 at 4% or $103,131 at 6%; with 100% employer match about $116,022 at 4% or $77,348 at 6%. |
| 2021 | 3 | 15 | $10,390,716 | $325,003 | $21,667iApproximate average salary by contribution assumption: employee only about $541,672 at 4% or $361,114 at 6%; with 50% employer match about $361,114 at 4% or $240,743 at 6%; with 100% employer match about $270,836 at 4% or $180,557 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 12 | $5,995,574 | - | - |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 401(K) PLAN | - | 13 | $2,957,706 | $204,717 | $15,747iApproximate average salary by contribution assumption: employee only about $393,687 at 4% or $262,458 at 6%; with 50% employer match about $262,458 at 4% or $174,972 at 6%; with 100% employer match about $196,843 at 4% or $131,229 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 15 | $1,437,436 | $120,286 | $8,019iApproximate average salary by contribution assumption: employee only about $200,477 at 4% or $133,651 at 6%; with 50% employer match about $133,651 at 4% or $89,101 at 6%; with 100% employer match about $100,238 at 4% or $66,826 at 6%. |
| 2020 | 4 | 12 | $8,649,106 | $2,534,858 | $211,238iApproximate average salary by contribution assumption: employee only about $5,280,954 at 4% or $3,520,636 at 6%; with 50% employer match about $3,520,636 at 4% or $2,347,091 at 6%; with 100% employer match about $2,640,477 at 4% or $1,760,318 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 11 | $5,170,093 | $476,589 | $43,326iApproximate average salary by contribution assumption: employee only about $1,083,157 at 4% or $722,105 at 6%; with 50% employer match about $722,105 at 4% or $481,403 at 6%; with 100% employer match about $541,578 at 4% or $361,052 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 401(K) PLAN | - | 11 | $2,294,666 | $1,949,757 | $177,251iApproximate average salary by contribution assumption: employee only about $4,431,266 at 4% or $2,954,177 at 6%; with 50% employer match about $2,954,177 at 4% or $1,969,452 at 6%; with 100% employer match about $2,215,633 at 4% or $1,477,089 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 12 | $1,184,347 | $108,512 | $9,043iApproximate average salary by contribution assumption: employee only about $226,067 at 4% or $150,711 at 6%; with 50% employer match about $150,711 at 4% or $100,474 at 6%; with 100% employer match about $113,033 at 4% or $75,356 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 0 | $0 | - | - |
| 2019 | 3 | 11 | $7,625,134 | $301,235 | $27,385iApproximate average salary by contribution assumption: employee only about $684,625 at 4% or $456,417 at 6%; with 50% employer match about $456,417 at 4% or $304,278 at 6%; with 100% employer match about $342,313 at 4% or $228,208 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 8 | $4,437,096 | $71,534 | $8,942iApproximate average salary by contribution assumption: employee only about $223,544 at 4% or $149,029 at 6%; with 50% employer match about $149,029 at 4% or $99,353 at 6%; with 100% employer match about $111,772 at 4% or $74,515 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 9 | $2,198,140 | $144,806 | $16,090iApproximate average salary by contribution assumption: employee only about $402,239 at 4% or $268,159 at 6%; with 50% employer match about $268,159 at 4% or $178,773 at 6%; with 100% employer match about $201,119 at 4% or $134,080 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 11 | $989,898 | $84,895 | $7,718iApproximate average salary by contribution assumption: employee only about $192,943 at 4% or $128,629 at 6%; with 50% employer match about $128,629 at 4% or $85,753 at 6%; with 100% employer match about $96,472 at 4% or $64,314 at 6%. |
| 2018 | 3 | 13 | $6,137,816 | $568,028 | $43,694iApproximate average salary by contribution assumption: employee only about $1,092,362 at 4% or $728,241 at 6%; with 50% employer match about $728,241 at 4% or $485,494 at 6%; with 100% employer match about $546,181 at 4% or $364,121 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 7 | $3,578,335 | $286,136 | $40,877iApproximate average salary by contribution assumption: employee only about $1,021,914 at 4% or $681,276 at 6%; with 50% employer match about $681,276 at 4% or $454,184 at 6%; with 100% employer match about $510,957 at 4% or $340,638 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 11 | $1,755,553 | $173,911 | $15,810iApproximate average salary by contribution assumption: employee only about $395,252 at 4% or $263,502 at 6%; with 50% employer match about $263,502 at 4% or $175,668 at 6%; with 100% employer match about $197,626 at 4% or $131,751 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 13 | $803,928 | $107,981 | $8,306iApproximate average salary by contribution assumption: employee only about $207,656 at 4% or $138,437 at 6%; with 50% employer match about $138,437 at 4% or $92,291 at 6%; with 100% employer match about $103,828 at 4% or $69,219 at 6%. |
| 2017 | 3 | 14 | $7,799,501 | $670,509 | $47,894iApproximate average salary by contribution assumption: employee only about $1,197,338 at 4% or $798,225 at 6%; with 50% employer match about $798,225 at 4% or $532,150 at 6%; with 100% employer match about $598,669 at 4% or $399,113 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 9 | $3,859,293 | $339,227 | $37,692iApproximate average salary by contribution assumption: employee only about $942,297 at 4% or $628,198 at 6%; with 50% employer match about $628,198 at 4% or $418,799 at 6%; with 100% employer match about $471,149 at 4% or $314,099 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 14 | $2,934,155 | $216,393 | $15,457iApproximate average salary by contribution assumption: employee only about $386,416 at 4% or $257,611 at 6%; with 50% employer match about $257,611 at 4% or $171,740 at 6%; with 100% employer match about $193,208 at 4% or $128,805 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 12 | $1,006,053 | $114,889 | $9,574iApproximate average salary by contribution assumption: employee only about $239,352 at 4% or $159,568 at 6%; with 50% employer match about $159,568 at 4% or $106,379 at 6%; with 100% employer match about $119,676 at 4% or $79,784 at 6%. |
| 2016 | 3 | 12 | $6,230,824 | $583,703 | $48,642iApproximate average salary by contribution assumption: employee only about $1,216,048 at 4% or $810,699 at 6%; with 50% employer match about $810,699 at 4% or $540,466 at 6%; with 100% employer match about $608,024 at 4% or $405,349 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 8 | $3,103,285 | $305,579 | $38,197iApproximate average salary by contribution assumption: employee only about $954,934 at 4% or $636,623 at 6%; with 50% employer match about $636,623 at 4% or $424,415 at 6%; with 100% employer match about $477,467 at 4% or $318,311 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 12 | $2,353,941 | $186,510 | $15,543iApproximate average salary by contribution assumption: employee only about $388,563 at 4% or $259,042 at 6%; with 50% employer match about $259,042 at 4% or $172,694 at 6%; with 100% employer match about $194,281 at 4% or $129,521 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 10 | $773,598 | $91,614 | $9,161iApproximate average salary by contribution assumption: employee only about $229,035 at 4% or $152,690 at 6%; with 50% employer match about $152,690 at 4% or $101,793 at 6%; with 100% employer match about $114,518 at 4% or $76,345 at 6%. |
| 2015 | 3 | 11 | $5,167,574 | $509,836 | $46,349iApproximate average salary by contribution assumption: employee only about $1,158,718 at 4% or $772,479 at 6%; with 50% employer match about $772,479 at 4% or $514,986 at 6%; with 100% employer match about $579,359 at 4% or $386,239 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 10 | $2,557,302 | $225,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 11 | $1,974,212 | $183,300 | $16,664iApproximate average salary by contribution assumption: employee only about $416,591 at 4% or $277,727 at 6%; with 50% employer match about $277,727 at 4% or $185,152 at 6%; with 100% employer match about $208,295 at 4% or $138,864 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 9 | $636,060 | $101,536 | $11,282iApproximate average salary by contribution assumption: employee only about $282,044 at 4% or $188,030 at 6%; with 50% employer match about $188,030 at 4% or $125,353 at 6%; with 100% employer match about $141,022 at 4% or $94,015 at 6%. |
| 2014 | 3 | 10 | $4,826,387 | $469,959 | $46,996iApproximate average salary by contribution assumption: employee only about $1,174,898 at 4% or $783,265 at 6%; with 50% employer match about $783,265 at 4% or $522,177 at 6%; with 100% employer match about $587,449 at 4% or $391,633 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 9 | $2,413,769 | $190,000 | $21,111iApproximate average salary by contribution assumption: employee only about $527,778 at 4% or $351,852 at 6%; with 50% employer match about $351,852 at 4% or $234,568 at 6%; with 100% employer match about $263,889 at 4% or $175,926 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 10 | $1,846,485 | $186,002 | $18,600iApproximate average salary by contribution assumption: employee only about $465,005 at 4% or $310,003 at 6%; with 50% employer match about $310,003 at 4% or $206,669 at 6%; with 100% employer match about $232,503 at 4% or $155,002 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 9 | $566,133 | $93,957 | $10,440iApproximate average salary by contribution assumption: employee only about $260,992 at 4% or $173,994 at 6%; with 50% employer match about $173,994 at 4% or $115,996 at 6%; with 100% employer match about $130,496 at 4% or $86,997 at 6%. |
| 2013 | 3 | 9 | $4,230,532 | $550,708 | $61,190iApproximate average salary by contribution assumption: employee only about $1,529,744 at 4% or $1,019,830 at 6%; with 50% employer match about $1,019,830 at 4% or $679,886 at 6%; with 100% employer match about $764,872 at 4% or $509,915 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 8 | $2,199,401 | $300,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 9 | $1,576,397 | $170,138 | $18,904iApproximate average salary by contribution assumption: employee only about $472,606 at 4% or $315,070 at 6%; with 50% employer match about $315,070 at 4% or $210,047 at 6%; with 100% employer match about $236,303 at 4% or $157,535 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 9 | $454,734 | $80,570 | $8,952iApproximate average salary by contribution assumption: employee only about $223,806 at 4% or $149,204 at 6%; with 50% employer match about $149,204 at 4% or $99,469 at 6%; with 100% employer match about $111,903 at 4% or $74,602 at 6%. |
| 2012 | 3 | 9 | $3,417,988 | $651,712 | $72,412iApproximate average salary by contribution assumption: employee only about $1,810,311 at 4% or $1,206,874 at 6%; with 50% employer match about $1,206,874 at 4% or $804,583 at 6%; with 100% employer match about $905,156 at 4% or $603,437 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 7 | $1,779,827 | $390,000 | $55,714iApproximate average salary by contribution assumption: employee only about $1,392,857 at 4% or $928,571 at 6%; with 50% employer match about $928,571 at 4% or $619,048 at 6%; with 100% employer match about $696,429 at 4% or $464,286 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 9 | $1,277,900 | $175,146 | $19,461iApproximate average salary by contribution assumption: employee only about $486,517 at 4% or $324,344 at 6%; with 50% employer match about $324,344 at 4% or $216,230 at 6%; with 100% employer match about $243,258 at 4% or $162,172 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 9 | $360,261 | $86,566 | $9,618iApproximate average salary by contribution assumption: employee only about $240,461 at 4% or $160,307 at 6%; with 50% employer match about $160,307 at 4% or $106,872 at 6%; with 100% employer match about $120,231 at 4% or $80,154 at 6%. |
| 2011 | 3 | 8 | $2,796,184 | $648,732 | $81,092iApproximate average salary by contribution assumption: employee only about $2,027,288 at 4% or $1,351,525 at 6%; with 50% employer match about $1,351,525 at 4% or $901,017 at 6%; with 100% employer match about $1,013,644 at 4% or $675,763 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 8 | $1,532,913 | $400,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 8 | $1,008,004 | $167,263 | $20,908iApproximate average salary by contribution assumption: employee only about $522,697 at 4% or $348,465 at 6%; with 50% employer match about $348,465 at 4% or $232,310 at 6%; with 100% employer match about $261,348 at 4% or $174,232 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 8 | $255,267 | $81,469 | $10,184iApproximate average salary by contribution assumption: employee only about $254,591 at 4% or $169,727 at 6%; with 50% employer match about $169,727 at 4% or $113,151 at 6%; with 100% employer match about $127,295 at 4% or $84,864 at 6%. |
| 2010 | 3 | 8 | $2,520,997 | $852,389 | $106,549iApproximate average salary by contribution assumption: employee only about $2,663,716 at 4% or $1,775,810 at 6%; with 50% employer match about $1,775,810 at 4% or $1,183,874 at 6%; with 100% employer match about $1,331,858 at 4% or $887,905 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 8 | $1,476,820 | $600,000 | $75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 8 | $858,375 | $164,897 | $20,612iApproximate average salary by contribution assumption: employee only about $515,303 at 4% or $343,535 at 6%; with 50% employer match about $343,535 at 4% or $229,024 at 6%; with 100% employer match about $257,652 at 4% or $171,768 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 8 | $185,802 | $87,492 | $10,937iApproximate average salary by contribution assumption: employee only about $273,413 at 4% or $182,275 at 6%; with 50% employer match about $182,275 at 4% or $121,517 at 6%; with 100% employer match about $136,706 at 4% or $91,138 at 6%. |
| 2009 | 3 | 9 | $3,210,799 | $593,411 | $65,935iApproximate average salary by contribution assumption: employee only about $1,648,364 at 4% or $1,098,909 at 6%; with 50% employer match about $1,098,909 at 4% or $732,606 at 6%; with 100% employer match about $824,182 at 4% or $549,455 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 8 | $2,407,751 | $350,000 | $43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403(B) PLAN | - | 9 | $696,842 | $157,952 | $17,550iApproximate average salary by contribution assumption: employee only about $438,756 at 4% or $292,504 at 6%; with 50% employer match about $292,504 at 4% or $195,002 at 6%; with 100% employer match about $219,378 at 4% or $146,252 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 9 | $106,206 | $85,459 | $9,495iApproximate average salary by contribution assumption: employee only about $237,386 at 4% or $158,257 at 6%; with 50% employer match about $158,257 at 4% or $105,505 at 6%; with 100% employer match about $118,693 at 4% or $79,129 at 6%. |
| 2008 | 3 | 9 | $4,748,629 | $1,270,821 | $141,202iApproximate average salary by contribution assumption: employee only about $3,530,058 at 4% or $2,353,372 at 6%; with 50% employer match about $2,353,372 at 4% or $1,568,915 at 6%; with 100% employer match about $1,765,029 at 4% or $1,176,686 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 9 | $4,727,808 | $1,250,000 | $138,889iApproximate average salary by contribution assumption: employee only about $3,472,222 at 4% or $2,314,815 at 6%; with 50% employer match about $2,314,815 at 4% or $1,543,210 at 6%; with 100% employer match about $1,736,111 at 4% or $1,157,407 at 6%. |
| The University Financing Foundation Inc. Defined Contribution Plan | - | 8 | $20,821 | $20,821 | $2,603iApproximate average salary by contribution assumption: employee only about $65,066 at 4% or $43,377 at 6%; with 50% employer match about $43,377 at 4% or $28,918 at 6%; with 100% employer match about $32,533 at 4% or $21,689 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403B PLAN | - | 0 | - | - | - |
| 2007 | 2 | 10 | $0 | $0 | - |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403B PLAN | - | 0 | - | - | - |
| The University Financing Foundation Inc. Cash Balance Plan | - | 10 | - | - | - |
| 2006 | 2 | 9 | $0 | $0 | - |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403B PLAN | - | 0 | - | - | - |
| The University Financing Foundation Inc. Cash Balance Plan | - | 9 | - | - | - |
| 2005 | 2 | 9 | $2,273,879 | $633,479 | $70,387iApproximate average salary by contribution assumption: employee only about $1,759,664 at 4% or $1,173,109 at 6%; with 50% employer match about $1,173,109 at 4% or $782,073 at 6%; with 100% employer match about $879,832 at 4% or $586,555 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 9 | $2,273,879 | $633,479 | $70,387iApproximate average salary by contribution assumption: employee only about $1,759,664 at 4% or $1,173,109 at 6%; with 50% employer match about $1,173,109 at 4% or $782,073 at 6%; with 100% employer match about $879,832 at 4% or $586,555 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403B PLAN | - | 0 | - | - | - |
| 2004 | 2 | 8 | $1,704,032 | $660,488 | $82,561iApproximate average salary by contribution assumption: employee only about $2,064,025 at 4% or $1,376,017 at 6%; with 50% employer match about $1,376,017 at 4% or $917,344 at 6%; with 100% employer match about $1,032,013 at 4% or $688,008 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 8 | $1,704,032 | $660,488 | $82,561iApproximate average salary by contribution assumption: employee only about $2,064,025 at 4% or $1,376,017 at 6%; with 50% employer match about $1,376,017 at 4% or $917,344 at 6%; with 100% employer match about $1,032,013 at 4% or $688,008 at 6%. |
| THE UNIVERSITY FINANCING FOUNDATION, INC. 403 B PLAN | - | 0 | - | - | - |
| 2003 | 2 | 7 | $1,016,046 | $546,500 | $78,071iApproximate average salary by contribution assumption: employee only about $1,951,786 at 4% or $1,301,190 at 6%; with 50% employer match about $1,301,190 at 4% or $867,460 at 6%; with 100% employer match about $975,893 at 4% or $650,595 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 7 | $1,016,046 | $546,500 | $78,071iApproximate average salary by contribution assumption: employee only about $1,951,786 at 4% or $1,301,190 at 6%; with 50% employer match about $1,301,190 at 4% or $867,460 at 6%; with 100% employer match about $975,893 at 4% or $650,595 at 6%. |
| UNIVERSITY FINANCING FOUNDATION, INC, MP | - | 0 | - | - | - |
| 2002 | 2 | 4 | $565,079 | $56,722 | $14,181iApproximate average salary by contribution assumption: employee only about $354,513 at 4% or $236,342 at 6%; with 50% employer match about $236,342 at 4% or $157,561 at 6%; with 100% employer match about $177,256 at 4% or $118,171 at 6%. |
| UNIVERSITY FINANCING FOUNDATION, INC, MP | - | 2 | $565,079 | $56,722 | $28,361iApproximate average salary by contribution assumption: employee only about $709,025 at 4% or $472,683 at 6%; with 50% employer match about $472,683 at 4% or $315,122 at 6%; with 100% employer match about $354,513 at 4% or $236,342 at 6%. |
| The University Financing Foundation Inc. Cash Balance Plan | - | 4 | - | - | - |
| 2001 | 1 | 3 | $666,550 | $42,782 | $14,261iApproximate average salary by contribution assumption: employee only about $356,517 at 4% or $237,678 at 6%; with 50% employer match about $237,678 at 4% or $158,452 at 6%; with 100% employer match about $178,258 at 4% or $118,839 at 6%. |
| UNIVERSITY FINANCING FOUNDATION, INC, MP | - | 3 | $666,550 | $42,782 | $14,261iApproximate average salary by contribution assumption: employee only about $356,517 at 4% or $237,678 at 6%; with 50% employer match about $237,678 at 4% or $158,452 at 6%; with 100% employer match about $178,258 at 4% or $118,839 at 6%. |
| 2000 | 1 | 2 | $598,271 | $40,554 | $20,277iApproximate average salary by contribution assumption: employee only about $506,925 at 4% or $337,950 at 6%; with 50% employer match about $337,950 at 4% or $225,300 at 6%; with 100% employer match about $253,463 at 4% or $168,975 at 6%. |
| UNIVERSITY FINANCING FOUNDATION, INC, MP | - | 2 | $598,271 | $40,554 | $20,277iApproximate average salary by contribution assumption: employee only about $506,925 at 4% or $337,950 at 6%; with 50% employer match about $337,950 at 4% or $225,300 at 6%; with 100% employer match about $253,463 at 4% or $168,975 at 6%. |