Civic Intelligence

Northern Capital Management LLC

Plan context: NORTHERN CAPITAL MANAGEMENT LL 401 K PROFIT SHARING PLAN TRUST

EIN 04-3522651 • Madison, WI • 16 filings • 8 plans

8000 Excelsior Dr Ste 201Madison, WI 53717-1914
Current Snapshot

Latest Year

2019

2019 Participants

9

2019 Assets

$3,629,023

2019 Contributions

$357,573

Historical Graphs

Total Assets Over Time

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

$3,629,023$1,814,512$0200420122018YearValue
$3,629,023Latest year 2018

Participants Over Time

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

1790200420112018YearValue
9Latest year 2018

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
201910$0$0-
NOTHERN CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-0$0$0-
201819$3,629,023$357,573$39,730iApproximate average salary by contribution assumption: employee only about $993,258 at 4% or $662,172 at 6%; with 50% employer match about $662,172 at 4% or $441,448 at 6%; with 100% employer match about $496,629 at 4% or $331,086 at 6%.
NORTHERN CAPITAL MANAGEMENT LL 401 K PROFIT SHARING PLAN TRUST-9$3,629,023$357,573$39,730iApproximate average salary by contribution assumption: employee only about $993,258 at 4% or $662,172 at 6%; with 50% employer match about $662,172 at 4% or $441,448 at 6%; with 100% employer match about $496,629 at 4% or $331,086 at 6%.
201719$3,503,047$136,800$15,200iApproximate average salary by contribution assumption: employee only about $380,000 at 4% or $253,333 at 6%; with 50% employer match about $253,333 at 4% or $168,889 at 6%; with 100% employer match about $190,000 at 4% or $126,667 at 6%.
NORTHERN CAPITAL MANAGEMENT LL 401 K PROFIT SHARING PLAN TRUST-9$3,503,047$136,800$15,200iApproximate average salary by contribution assumption: employee only about $380,000 at 4% or $253,333 at 6%; with 50% employer match about $253,333 at 4% or $168,889 at 6%; with 100% employer match about $190,000 at 4% or $126,667 at 6%.
201619$3,125,136$114,478$12,720iApproximate average salary by contribution assumption: employee only about $317,994 at 4% or $211,996 at 6%; with 50% employer match about $211,996 at 4% or $141,331 at 6%; with 100% employer match about $158,997 at 4% or $105,998 at 6%.
NORTHERN CAPITAL MANAGEMENT LL 401 K PROFIT SHARING PLAN TRUST-9$3,125,136$114,478$12,720iApproximate average salary by contribution assumption: employee only about $317,994 at 4% or $211,996 at 6%; with 50% employer match about $211,996 at 4% or $141,331 at 6%; with 100% employer match about $158,997 at 4% or $105,998 at 6%.
2015110$3,225,252$118,485$11,849iApproximate average salary by contribution assumption: employee only about $296,213 at 4% or $197,475 at 6%; with 50% employer match about $197,475 at 4% or $131,650 at 6%; with 100% employer match about $148,106 at 4% or $98,738 at 6%.
NORTHERN CAPITAL MANAGEMENT LL 401 K PROFIT SHARING PLAN TRUST-10$3,225,252$118,485$11,849iApproximate average salary by contribution assumption: employee only about $296,213 at 4% or $197,475 at 6%; with 50% employer match about $197,475 at 4% or $131,650 at 6%; with 100% employer match about $148,106 at 4% or $98,738 at 6%.
2014110$3,107,256$112,869$11,287iApproximate average salary by contribution assumption: employee only about $282,173 at 4% or $188,115 at 6%; with 50% employer match about $188,115 at 4% or $125,410 at 6%; with 100% employer match about $141,086 at 4% or $94,058 at 6%.
NORTHERN CAPITAL MANAGEMENT LL 401 K PROFIT SHARING PLAN TRUST-10$3,107,256$112,869$11,287iApproximate average salary by contribution assumption: employee only about $282,173 at 4% or $188,115 at 6%; with 50% employer match about $188,115 at 4% or $125,410 at 6%; with 100% employer match about $141,086 at 4% or $94,058 at 6%.
2013111$2,975,639$102,148$9,286iApproximate average salary by contribution assumption: employee only about $232,155 at 4% or $154,770 at 6%; with 50% employer match about $154,770 at 4% or $103,180 at 6%; with 100% employer match about $116,077 at 4% or $77,385 at 6%.
NORTHERN CAPITAL MANAGEMENT LL 401 K PROFIT SHARING PLAN TRUST-11$2,975,639$102,148$9,286iApproximate average salary by contribution assumption: employee only about $232,155 at 4% or $154,770 at 6%; with 50% employer match about $154,770 at 4% or $103,180 at 6%; with 100% employer match about $116,077 at 4% or $77,385 at 6%.
2012111$2,711,889$108,281$9,844iApproximate average salary by contribution assumption: employee only about $246,093 at 4% or $164,062 at 6%; with 50% employer match about $164,062 at 4% or $109,375 at 6%; with 100% employer match about $123,047 at 4% or $82,031 at 6%.
NORTHERN CAPITAL MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST-11$2,711,889$108,281$9,844iApproximate average salary by contribution assumption: employee only about $246,093 at 4% or $164,062 at 6%; with 50% employer match about $164,062 at 4% or $109,375 at 6%; with 100% employer match about $123,047 at 4% or $82,031 at 6%.
2011111$2,642,760$97,175$8,834iApproximate average salary by contribution assumption: employee only about $220,852 at 4% or $147,235 at 6%; with 50% employer match about $147,235 at 4% or $98,157 at 6%; with 100% employer match about $110,426 at 4% or $73,617 at 6%.
NORTHERN CAPITAL MANAGEMENT LL 401 K PROFIT SHARING PLAN TRUST-11$2,642,760$97,175$8,834iApproximate average salary by contribution assumption: employee only about $220,852 at 4% or $147,235 at 6%; with 50% employer match about $147,235 at 4% or $98,157 at 6%; with 100% employer match about $110,426 at 4% or $73,617 at 6%.
2010112$2,541,051$107,613$8,968iApproximate average salary by contribution assumption: employee only about $224,194 at 4% or $149,463 at 6%; with 50% employer match about $149,463 at 4% or $99,642 at 6%; with 100% employer match about $112,097 at 4% or $74,731 at 6%.
NORTHERN CAPITAL MANAGEMENT LL 401 K PROFIT SHARING PLAN TRUST-12$2,541,051$107,613$8,968iApproximate average salary by contribution assumption: employee only about $224,194 at 4% or $149,463 at 6%; with 50% employer match about $149,463 at 4% or $99,642 at 6%; with 100% employer match about $112,097 at 4% or $74,731 at 6%.
200919$2,179,231$94,738$10,526iApproximate average salary by contribution assumption: employee only about $263,161 at 4% or $175,441 at 6%; with 50% employer match about $175,441 at 4% or $116,960 at 6%; with 100% employer match about $131,581 at 4% or $87,720 at 6%.
NORTHERN CAPITAL MANAGEMENT LL-9$2,179,231$94,738$10,526iApproximate average salary by contribution assumption: employee only about $263,161 at 4% or $175,441 at 6%; with 50% employer match about $175,441 at 4% or $116,960 at 6%; with 100% employer match about $131,581 at 4% or $87,720 at 6%.
200819$2,768,928$251,102$27,900iApproximate average salary by contribution assumption: employee only about $697,506 at 4% or $465,004 at 6%; with 50% employer match about $465,004 at 4% or $310,002 at 6%; with 100% employer match about $348,753 at 4% or $232,502 at 6%.
Northern Capital Management LLC 401K-9$2,768,928$251,102$27,900iApproximate average salary by contribution assumption: employee only about $697,506 at 4% or $465,004 at 6%; with 50% employer match about $465,004 at 4% or $310,002 at 6%; with 100% employer match about $348,753 at 4% or $232,502 at 6%.
2007111$0$0-
Northern Capital Management LLC 401K-11---
2006115$3,615,942$487,559$32,504iApproximate average salary by contribution assumption: employee only about $812,598 at 4% or $541,732 at 6%; with 50% employer match about $541,732 at 4% or $361,155 at 6%; with 100% employer match about $406,299 at 4% or $270,866 at 6%.
Northern Capital Management LLC 401K-15$3,615,942$487,559$32,504iApproximate average salary by contribution assumption: employee only about $812,598 at 4% or $541,732 at 6%; with 50% employer match about $541,732 at 4% or $361,155 at 6%; with 100% employer match about $406,299 at 4% or $270,866 at 6%.
2005117$2,957,841$430,998$25,353iApproximate average salary by contribution assumption: employee only about $633,821 at 4% or $422,547 at 6%; with 50% employer match about $422,547 at 4% or $281,698 at 6%; with 100% employer match about $316,910 at 4% or $211,274 at 6%.
Northern Capital Management LLC 401K-17$2,957,841$430,998$25,353iApproximate average salary by contribution assumption: employee only about $633,821 at 4% or $422,547 at 6%; with 50% employer match about $422,547 at 4% or $281,698 at 6%; with 100% employer match about $316,910 at 4% or $211,274 at 6%.
2004117$2,565,841$306,047$18,003iApproximate average salary by contribution assumption: employee only about $450,069 at 4% or $300,046 at 6%; with 50% employer match about $300,046 at 4% or $200,031 at 6%; with 100% employer match about $225,035 at 4% or $150,023 at 6%.
Northern Capital Management LLC 401K-17$2,565,841$306,047$18,003iApproximate average salary by contribution assumption: employee only about $450,069 at 4% or $300,046 at 6%; with 50% employer match about $300,046 at 4% or $200,031 at 6%; with 100% employer match about $225,035 at 4% or $150,023 at 6%.