Ums-Wright Preparatory School
Plan context: Ums-Wright Preparatory School 403(B) Plan
EIN 63-0310782 • Mobile, AL • 75 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
189
2024 Assets
$27,217,387
2024 Contributions
$1,067,564
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 | 189 | $27,217,387 | $1,067,564 | $5,648iApproximate average salary by contribution assumption: employee only about $141,212 at 4% or $94,141 at 6%; with 50% employer match about $94,141 at 4% or $62,761 at 6%; with 100% employer match about $70,606 at 4% or $47,071 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 189 | $27,217,387 | $1,067,564 | $5,648iApproximate average salary by contribution assumption: employee only about $141,212 at 4% or $94,141 at 6%; with 50% employer match about $94,141 at 4% or $62,761 at 6%; with 100% employer match about $70,606 at 4% or $47,071 at 6%. |
| Ums-Wright Group Life Insurance Plan | - | 185 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 185 | - | - | - |
| 2023 | 3 | 188 | $23,555,546 | $982,069 | $5,224iApproximate average salary by contribution assumption: employee only about $130,594 at 4% or $87,063 at 6%; with 50% employer match about $87,063 at 4% or $58,042 at 6%; with 100% employer match about $65,297 at 4% or $43,531 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 188 | $23,555,546 | $982,069 | $5,224iApproximate average salary by contribution assumption: employee only about $130,594 at 4% or $87,063 at 6%; with 50% employer match about $87,063 at 4% or $58,042 at 6%; with 100% employer match about $65,297 at 4% or $43,531 at 6%. |
| Ums-Wright Group Life Insurance Plan | - | 174 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 174 | - | - | - |
| 2022 | 3 | 176 | $20,589,896 | $1,003,233 | $5,700iApproximate average salary by contribution assumption: employee only about $142,505 at 4% or $95,003 at 6%; with 50% employer match about $95,003 at 4% or $63,335 at 6%; with 100% employer match about $71,252 at 4% or $47,502 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 176 | $20,589,896 | $1,003,233 | $5,700iApproximate average salary by contribution assumption: employee only about $142,505 at 4% or $95,003 at 6%; with 50% employer match about $95,003 at 4% or $63,335 at 6%; with 100% employer match about $71,252 at 4% or $47,502 at 6%. |
| Ums-Wright Group Life Insurance Plan | - | 173 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 173 | - | - | - |
| 2021 | 3 | 173 | $23,755,901 | $891,473 | $5,153iApproximate average salary by contribution assumption: employee only about $128,826 at 4% or $85,884 at 6%; with 50% employer match about $85,884 at 4% or $57,256 at 6%; with 100% employer match about $64,413 at 4% or $42,942 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 173 | $23,755,901 | $891,473 | $5,153iApproximate average salary by contribution assumption: employee only about $128,826 at 4% or $85,884 at 6%; with 50% employer match about $85,884 at 4% or $57,256 at 6%; with 100% employer match about $64,413 at 4% or $42,942 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 173 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 173 | - | - | - |
| 2020 | 3 | 181 | $21,311,730 | $799,076 | $4,415iApproximate average salary by contribution assumption: employee only about $110,370 at 4% or $73,580 at 6%; with 50% employer match about $73,580 at 4% or $49,053 at 6%; with 100% employer match about $55,185 at 4% or $36,790 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 181 | $21,311,730 | $799,076 | $4,415iApproximate average salary by contribution assumption: employee only about $110,370 at 4% or $73,580 at 6%; with 50% employer match about $73,580 at 4% or $49,053 at 6%; with 100% employer match about $55,185 at 4% or $36,790 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 167 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 167 | - | - | - |
| 2019 | 3 | 176 | $19,142,071 | $776,179 | $4,410iApproximate average salary by contribution assumption: employee only about $110,253 at 4% or $73,502 at 6%; with 50% employer match about $73,502 at 4% or $49,001 at 6%; with 100% employer match about $55,126 at 4% or $36,751 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 176 | $19,142,071 | $776,179 | $4,410iApproximate average salary by contribution assumption: employee only about $110,253 at 4% or $73,502 at 6%; with 50% employer match about $73,502 at 4% or $49,001 at 6%; with 100% employer match about $55,126 at 4% or $36,751 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 164 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 166 | - | - | - |
| 2018 | 3 | 169 | $16,362,019 | $703,730 | $4,164iApproximate average salary by contribution assumption: employee only about $104,102 at 4% or $69,401 at 6%; with 50% employer match about $69,401 at 4% or $46,268 at 6%; with 100% employer match about $52,051 at 4% or $34,701 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 162 | $16,362,019 | $703,730 | $4,344iApproximate average salary by contribution assumption: employee only about $108,600 at 4% or $72,400 at 6%; with 50% employer match about $72,400 at 4% or $48,267 at 6%; with 100% employer match about $54,300 at 4% or $36,200 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 169 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 169 | - | - | - |
| 2017 | 3 | 169 | $17,138,893 | $695,063 | $4,113iApproximate average salary by contribution assumption: employee only about $102,820 at 4% or $68,547 at 6%; with 50% employer match about $68,547 at 4% or $45,698 at 6%; with 100% employer match about $51,410 at 4% or $34,273 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 161 | $17,138,893 | $695,063 | $4,317iApproximate average salary by contribution assumption: employee only about $107,929 at 4% or $71,953 at 6%; with 50% employer match about $71,953 at 4% or $47,968 at 6%; with 100% employer match about $53,965 at 4% or $35,976 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 169 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 169 | - | - | - |
| 2016 | 3 | 158 | $15,782,434 | $667,544 | $4,225iApproximate average salary by contribution assumption: employee only about $105,624 at 4% or $70,416 at 6%; with 50% employer match about $70,416 at 4% or $46,944 at 6%; with 100% employer match about $52,812 at 4% or $35,208 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 153 | $15,782,434 | $667,544 | $4,363iApproximate average salary by contribution assumption: employee only about $109,076 at 4% or $72,717 at 6%; with 50% employer match about $72,717 at 4% or $48,478 at 6%; with 100% employer match about $54,538 at 4% or $36,359 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 158 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 158 | - | - | - |
| 2015 | 3 | 174 | $15,007,282 | $653,870 | $3,758iApproximate average salary by contribution assumption: employee only about $93,947 at 4% or $62,631 at 6%; with 50% employer match about $62,631 at 4% or $41,754 at 6%; with 100% employer match about $46,973 at 4% or $31,316 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 174 | $15,007,282 | $653,870 | $3,758iApproximate average salary by contribution assumption: employee only about $93,947 at 4% or $62,631 at 6%; with 50% employer match about $62,631 at 4% or $41,754 at 6%; with 100% employer match about $46,973 at 4% or $31,316 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 155 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 155 | - | - | - |
| 2014 | 3 | 174 | $15,153,662 | $622,872 | $3,580iApproximate average salary by contribution assumption: employee only about $89,493 at 4% or $59,662 at 6%; with 50% employer match about $59,662 at 4% or $39,775 at 6%; with 100% employer match about $44,747 at 4% or $29,831 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 174 | $15,153,662 | $622,872 | $3,580iApproximate average salary by contribution assumption: employee only about $89,493 at 4% or $59,662 at 6%; with 50% employer match about $59,662 at 4% or $39,775 at 6%; with 100% employer match about $44,747 at 4% or $29,831 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 158 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 158 | - | - | - |
| 2013 | 3 | 207 | $15,265,193 | $611,458 | $2,954iApproximate average salary by contribution assumption: employee only about $73,848 at 4% or $49,232 at 6%; with 50% employer match about $49,232 at 4% or $32,821 at 6%; with 100% employer match about $36,924 at 4% or $24,616 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 207 | $15,265,193 | $611,458 | $2,954iApproximate average salary by contribution assumption: employee only about $73,848 at 4% or $49,232 at 6%; with 50% employer match about $49,232 at 4% or $32,821 at 6%; with 100% employer match about $36,924 at 4% or $24,616 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 148 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 148 | - | - | - |
| 2012 | 3 | 206 | $13,652,323 | $609,419 | $2,958iApproximate average salary by contribution assumption: employee only about $73,959 at 4% or $49,306 at 6%; with 50% employer match about $49,306 at 4% or $32,870 at 6%; with 100% employer match about $36,979 at 4% or $24,653 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 206 | $13,652,323 | $609,419 | $2,958iApproximate average salary by contribution assumption: employee only about $73,959 at 4% or $49,306 at 6%; with 50% employer match about $49,306 at 4% or $32,870 at 6%; with 100% employer match about $36,979 at 4% or $24,653 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 157 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 157 | - | - | - |
| 2011 | 3 | 201 | $10,651,703 | $632,479 | $3,147iApproximate average salary by contribution assumption: employee only about $78,667 at 4% or $52,444 at 6%; with 50% employer match about $52,444 at 4% or $34,963 at 6%; with 100% employer match about $39,333 at 4% or $26,222 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 201 | $10,651,703 | $632,479 | $3,147iApproximate average salary by contribution assumption: employee only about $78,667 at 4% or $52,444 at 6%; with 50% employer match about $52,444 at 4% or $34,963 at 6%; with 100% employer match about $39,333 at 4% or $26,222 at 6%. |
| Ums-Wright Group Life Insurance Plan | - | 158 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 158 | - | - | - |
| 2010 | 3 | 205 | $10,481,569 | $635,573 | $3,100iApproximate average salary by contribution assumption: employee only about $77,509 at 4% or $51,673 at 6%; with 50% employer match about $51,673 at 4% or $34,448 at 6%; with 100% employer match about $38,754 at 4% or $25,836 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 205 | $10,481,569 | $635,573 | $3,100iApproximate average salary by contribution assumption: employee only about $77,509 at 4% or $51,673 at 6%; with 50% employer match about $51,673 at 4% or $34,448 at 6%; with 100% employer match about $38,754 at 4% or $25,836 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 158 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 158 | - | - | - |
| 2009 | 3 | 206 | $6,421,741 | $620,610 | $3,013iApproximate average salary by contribution assumption: employee only about $75,317 at 4% or $50,211 at 6%; with 50% employer match about $50,211 at 4% or $33,474 at 6%; with 100% employer match about $37,658 at 4% or $25,106 at 6%. |
| Ums-Wright Preparatory School 403(B) Plan | - | 206 | $6,421,741 | $620,610 | $3,013iApproximate average salary by contribution assumption: employee only about $75,317 at 4% or $50,211 at 6%; with 50% employer match about $50,211 at 4% or $33,474 at 6%; with 100% employer match about $37,658 at 4% or $25,106 at 6%. |
| Ums-Wright Long Term Disability Plan | - | 156 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 156 | - | - | - |
| 2008 | 3 | 156 | $0 | $0 | - |
| Ums-Wright Long Term Disability Plan | - | 156 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 156 | - | - | - |
| Ums-Wright Preparatory School 403(B) Plan | - | 0 | - | - | - |
| 2007 | 3 | 151 | $0 | $0 | - |
| Ums-Wright Group Life Insurance Plan | - | 151 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 151 | - | - | - |
| Ums-Wright Preparatory School 403(B) Plan | - | 0 | - | - | - |
| 2006 | 3 | 150 | $0 | $0 | - |
| Ums-Wright Group Life Insurance Plan | - | 150 | - | - | - |
| Ums-Wright Preparatory School 403(B) Plan | - | 0 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 150 | - | - | - |
| 2005 | 3 | 149 | $0 | $0 | - |
| Ums-Wright Preparatory School 403(B) Plan | - | 0 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 149 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 147 | - | - | - |
| 2004 | 3 | 139 | $0 | $0 | - |
| Ums-Wright Preparatory School 403(B) Plan | - | 0 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 139 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 139 | - | - | - |
| 2003 | 3 | 140 | $0 | $0 | - |
| Ums-Wright Group Life Insurance Plan | - | 139 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 140 | - | - | - |
| Ums-Wright Preparatory School 403(B) Plan | - | 0 | - | - | - |
| 2002 | 3 | 141 | $0 | $0 | - |
| Ums-Wright Long Term Disability Plan | - | 140 | - | - | - |
| Ums-Wright Group Life Insurance Plan | - | 141 | - | - | - |
| Ums-Wright Preparatory School 403(B) Plan | - | 0 | - | - | - |
| 2001 | 3 | 145 | $0 | $0 | - |
| Ums-Wright Group Life Insurance Plan | - | 145 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 145 | - | - | - |
| Ums-Wright Preparatory School 403(B) Plan | - | 0 | - | - | - |
| 2000 | 3 | 144 | $0 | $0 | - |
| Ums-Wright Group Life Insurance Plan | - | 144 | - | - | - |
| Ums-Wright Preparatory School 403(B) Plan | - | 98 | - | - | - |
| Ums-Wright Long Term Disability Plan | - | 144 | - | - | - |