Civic Intelligence

United Way

Plan context: 403(B) Thrift Plan of United Way

EIN 62-0565962 • Chattanooga, TN • 26 filings • 3 plans

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630 Market StChattanooga, TN 37402-1205
Current Snapshot

Latest Year

2024

2024 Participants

69

2024 Assets

$4,060,634

2024 Contributions

$400,341

Historical Graphs

Total Assets Over Time

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

$4,060,634$2,030,317$0200920172024YearValue
$4,060,634Latest year 2024

Participants Over Time

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

74370200920172024YearValue
69Latest 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
2024169$4,060,634$400,341$5,802iApproximate average salary by contribution assumption: employee only about $145,051 at 4% or $96,701 at 6%; with 50% employer match about $96,701 at 4% or $64,467 at 6%; with 100% employer match about $72,526 at 4% or $48,350 at 6%.
403(B) Thrift Plan of United Way-69$4,060,634$400,341$5,802iApproximate average salary by contribution assumption: employee only about $145,051 at 4% or $96,701 at 6%; with 50% employer match about $96,701 at 4% or $64,467 at 6%; with 100% employer match about $72,526 at 4% or $48,350 at 6%.
2023171$3,767,460$764,630$10,769iApproximate average salary by contribution assumption: employee only about $269,236 at 4% or $179,491 at 6%; with 50% employer match about $179,491 at 4% or $119,660 at 6%; with 100% employer match about $134,618 at 4% or $89,745 at 6%.
403(B) Thrift Plan of United Way-71$3,767,460$764,630$10,769iApproximate average salary by contribution assumption: employee only about $269,236 at 4% or $179,491 at 6%; with 50% employer match about $179,491 at 4% or $119,660 at 6%; with 100% employer match about $134,618 at 4% or $89,745 at 6%.
2022172$2,862,552$434,426$6,034iApproximate average salary by contribution assumption: employee only about $150,842 at 4% or $100,562 at 6%; with 50% employer match about $100,562 at 4% or $67,041 at 6%; with 100% employer match about $75,421 at 4% or $50,281 at 6%.
403(B) Thrift Plan of United Way-72$2,862,552$434,426$6,034iApproximate average salary by contribution assumption: employee only about $150,842 at 4% or $100,562 at 6%; with 50% employer match about $100,562 at 4% or $67,041 at 6%; with 100% employer match about $75,421 at 4% or $50,281 at 6%.
2021174$3,494,547$337,076$4,555iApproximate average salary by contribution assumption: employee only about $113,877 at 4% or $75,918 at 6%; with 50% employer match about $75,918 at 4% or $50,612 at 6%; with 100% employer match about $56,939 at 4% or $37,959 at 6%.
403(B) Thrift Plan of United Way-74$3,494,547$337,076$4,555iApproximate average salary by contribution assumption: employee only about $113,877 at 4% or $75,918 at 6%; with 50% employer match about $75,918 at 4% or $50,612 at 6%; with 100% employer match about $56,939 at 4% or $37,959 at 6%.
2020165$3,271,244$372,474$5,730iApproximate average salary by contribution assumption: employee only about $143,259 at 4% or $95,506 at 6%; with 50% employer match about $95,506 at 4% or $63,671 at 6%; with 100% employer match about $71,630 at 4% or $47,753 at 6%.
403(B) Thrift Plan of United Way-65$3,271,244$372,474$5,730iApproximate average salary by contribution assumption: employee only about $143,259 at 4% or $95,506 at 6%; with 50% employer match about $95,506 at 4% or $63,671 at 6%; with 100% employer match about $71,630 at 4% or $47,753 at 6%.
2019164$2,762,467$276,517$4,321iApproximate average salary by contribution assumption: employee only about $108,014 at 4% or $72,010 at 6%; with 50% employer match about $72,010 at 4% or $48,006 at 6%; with 100% employer match about $54,007 at 4% or $36,005 at 6%.
403(B) Thrift Plan of United Way-64$2,762,467$276,517$4,321iApproximate average salary by contribution assumption: employee only about $108,014 at 4% or $72,010 at 6%; with 50% employer match about $72,010 at 4% or $48,006 at 6%; with 100% employer match about $54,007 at 4% or $36,005 at 6%.
2018163$2,482,323$460,637$7,312iApproximate average salary by contribution assumption: employee only about $182,792 at 4% or $121,862 at 6%; with 50% employer match about $121,862 at 4% or $81,241 at 6%; with 100% employer match about $91,396 at 4% or $60,931 at 6%.
403(B) Thrift Plan of United Way-63$2,482,323$460,637$7,312iApproximate average salary by contribution assumption: employee only about $182,792 at 4% or $121,862 at 6%; with 50% employer match about $121,862 at 4% or $81,241 at 6%; with 100% employer match about $91,396 at 4% or $60,931 at 6%.
2017145$2,242,412$374,042$8,312iApproximate average salary by contribution assumption: employee only about $207,801 at 4% or $138,534 at 6%; with 50% employer match about $138,534 at 4% or $92,356 at 6%; with 100% employer match about $103,901 at 4% or $69,267 at 6%.
403(B) Thrift Plan of United Way-45$2,242,412$374,042$8,312iApproximate average salary by contribution assumption: employee only about $207,801 at 4% or $138,534 at 6%; with 50% employer match about $138,534 at 4% or $92,356 at 6%; with 100% employer match about $103,901 at 4% or $69,267 at 6%.
2016147$2,495,678$373,341$7,943iApproximate average salary by contribution assumption: employee only about $198,586 at 4% or $132,390 at 6%; with 50% employer match about $132,390 at 4% or $88,260 at 6%; with 100% employer match about $99,293 at 4% or $66,195 at 6%.
403(B) Thrift Plan of United Way-47$2,495,678$373,341$7,943iApproximate average salary by contribution assumption: employee only about $198,586 at 4% or $132,390 at 6%; with 50% employer match about $132,390 at 4% or $88,260 at 6%; with 100% employer match about $99,293 at 4% or $66,195 at 6%.
2015150$2,063,828$206,450$4,129iApproximate average salary by contribution assumption: employee only about $103,225 at 4% or $68,817 at 6%; with 50% employer match about $68,817 at 4% or $45,878 at 6%; with 100% employer match about $51,613 at 4% or $34,408 at 6%.
403(B) Thrift Plan of United Way-50$2,063,828$206,450$4,129iApproximate average salary by contribution assumption: employee only about $103,225 at 4% or $68,817 at 6%; with 50% employer match about $68,817 at 4% or $45,878 at 6%; with 100% employer match about $51,613 at 4% or $34,408 at 6%.
2014149$2,280,510$200,951$4,101iApproximate average salary by contribution assumption: employee only about $102,526 at 4% or $68,351 at 6%; with 50% employer match about $68,351 at 4% or $45,567 at 6%; with 100% employer match about $51,263 at 4% or $34,175 at 6%.
403(B) Thrift Plan of United Way-49$2,280,510$200,951$4,101iApproximate average salary by contribution assumption: employee only about $102,526 at 4% or $68,351 at 6%; with 50% employer match about $68,351 at 4% or $45,567 at 6%; with 100% employer match about $51,263 at 4% or $34,175 at 6%.
2013144$2,134,328$196,837$4,474iApproximate average salary by contribution assumption: employee only about $111,839 at 4% or $74,559 at 6%; with 50% employer match about $74,559 at 4% or $49,706 at 6%; with 100% employer match about $55,920 at 4% or $37,280 at 6%.
403(B) Thrift Plan of United Way-44$2,134,328$196,837$4,474iApproximate average salary by contribution assumption: employee only about $111,839 at 4% or $74,559 at 6%; with 50% employer match about $74,559 at 4% or $49,706 at 6%; with 100% employer match about $55,920 at 4% or $37,280 at 6%.
2012143$1,845,052$210,352$4,892iApproximate average salary by contribution assumption: employee only about $122,298 at 4% or $81,532 at 6%; with 50% employer match about $81,532 at 4% or $54,355 at 6%; with 100% employer match about $61,149 at 4% or $40,766 at 6%.
403(B) Thrift Plan of United Way-43$1,845,052$210,352$4,892iApproximate average salary by contribution assumption: employee only about $122,298 at 4% or $81,532 at 6%; with 50% employer match about $81,532 at 4% or $54,355 at 6%; with 100% employer match about $61,149 at 4% or $40,766 at 6%.
2011142$1,751,712$212,834$5,067iApproximate average salary by contribution assumption: employee only about $126,687 at 4% or $84,458 at 6%; with 50% employer match about $84,458 at 4% or $56,305 at 6%; with 100% employer match about $63,343 at 4% or $42,229 at 6%.
403(B) Thrift Plan of United Way-42$1,751,712$212,834$5,067iApproximate average salary by contribution assumption: employee only about $126,687 at 4% or $84,458 at 6%; with 50% employer match about $84,458 at 4% or $56,305 at 6%; with 100% employer match about $63,343 at 4% or $42,229 at 6%.
2010144$1,735,773$172,604$3,923iApproximate average salary by contribution assumption: employee only about $98,070 at 4% or $65,380 at 6%; with 50% employer match about $65,380 at 4% or $43,587 at 6%; with 100% employer match about $49,035 at 4% or $32,690 at 6%.
403(B) Thrift Plan of United Way-44$1,735,773$172,604$3,923iApproximate average salary by contribution assumption: employee only about $98,070 at 4% or $65,380 at 6%; with 50% employer match about $65,380 at 4% or $43,587 at 6%; with 100% employer match about $49,035 at 4% or $32,690 at 6%.
2009145$1,489,686$192,479$4,277iApproximate average salary by contribution assumption: employee only about $106,933 at 4% or $71,289 at 6%; with 50% employer match about $71,289 at 4% or $47,526 at 6%; with 100% employer match about $53,466 at 4% or $35,644 at 6%.
403(B) Thrift Plan of United Way-45$1,489,686$192,479$4,277iApproximate average salary by contribution assumption: employee only about $106,933 at 4% or $71,289 at 6%; with 50% employer match about $71,289 at 4% or $47,526 at 6%; with 100% employer match about $53,466 at 4% or $35,644 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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