Civic Intelligence

Cgk M&A Advisors Inc.

Plan context: Cgk M&A Advisors Inc. 401(K) Plan

EIN 20-1465856 • Waukesha, WI • 12 filings • 1 plans

N19 W24133 Riverwood DriveSuite 305Waukesha, WI 53188
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$770,927

2025 Contributions

$53,288

Historical Graphs

Total Assets Over Time

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

$770,927$385,464$0201420202025YearValue
$770,927Latest year 2025

Participants Over Time

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

210201420202025YearValue
2Latest year 2025

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
202512$770,927$53,288$26,644iApproximate average salary by contribution assumption: employee only about $666,100 at 4% or $444,067 at 6%; with 50% employer match about $444,067 at 4% or $296,044 at 6%; with 100% employer match about $333,050 at 4% or $222,033 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$770,927$53,288$26,644iApproximate average salary by contribution assumption: employee only about $666,100 at 4% or $444,067 at 6%; with 50% employer match about $444,067 at 4% or $296,044 at 6%; with 100% employer match about $333,050 at 4% or $222,033 at 6%.
202412$619,331$48,867$24,434iApproximate average salary by contribution assumption: employee only about $610,838 at 4% or $407,225 at 6%; with 50% employer match about $407,225 at 4% or $271,483 at 6%; with 100% employer match about $305,419 at 4% or $203,613 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$619,331$48,867$24,434iApproximate average salary by contribution assumption: employee only about $610,838 at 4% or $407,225 at 6%; with 50% employer match about $407,225 at 4% or $271,483 at 6%; with 100% employer match about $305,419 at 4% or $203,613 at 6%.
202312$552,542$82,553$41,277iApproximate average salary by contribution assumption: employee only about $1,031,913 at 4% or $687,942 at 6%; with 50% employer match about $687,942 at 4% or $458,628 at 6%; with 100% employer match about $515,956 at 4% or $343,971 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$552,542$82,553$41,277iApproximate average salary by contribution assumption: employee only about $1,031,913 at 4% or $687,942 at 6%; with 50% employer match about $687,942 at 4% or $458,628 at 6%; with 100% employer match about $515,956 at 4% or $343,971 at 6%.
202212$452,166$42,186$21,093iApproximate average salary by contribution assumption: employee only about $527,325 at 4% or $351,550 at 6%; with 50% employer match about $351,550 at 4% or $234,367 at 6%; with 100% employer match about $263,663 at 4% or $175,775 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$452,166$42,186$21,093iApproximate average salary by contribution assumption: employee only about $527,325 at 4% or $351,550 at 6%; with 50% employer match about $351,550 at 4% or $234,367 at 6%; with 100% employer match about $263,663 at 4% or $175,775 at 6%.
202112$451,507$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$451,507$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
202012$314,928$70,274$35,137iApproximate average salary by contribution assumption: employee only about $878,425 at 4% or $585,617 at 6%; with 50% employer match about $585,617 at 4% or $390,411 at 6%; with 100% employer match about $439,213 at 4% or $292,808 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$314,928$70,274$35,137iApproximate average salary by contribution assumption: employee only about $878,425 at 4% or $585,617 at 6%; with 50% employer match about $585,617 at 4% or $390,411 at 6%; with 100% employer match about $439,213 at 4% or $292,808 at 6%.
201912$296,470$37,306$18,653iApproximate average salary by contribution assumption: employee only about $466,325 at 4% or $310,883 at 6%; with 50% employer match about $310,883 at 4% or $207,256 at 6%; with 100% employer match about $233,163 at 4% or $155,442 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$296,470$37,306$18,653iApproximate average salary by contribution assumption: employee only about $466,325 at 4% or $310,883 at 6%; with 50% employer match about $310,883 at 4% or $207,256 at 6%; with 100% employer match about $233,163 at 4% or $155,442 at 6%.
201812$202,720$37,900$18,950iApproximate average salary by contribution assumption: employee only about $473,750 at 4% or $315,833 at 6%; with 50% employer match about $315,833 at 4% or $210,556 at 6%; with 100% employer match about $236,875 at 4% or $157,917 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$202,720$37,900$18,950iApproximate average salary by contribution assumption: employee only about $473,750 at 4% or $315,833 at 6%; with 50% employer match about $315,833 at 4% or $210,556 at 6%; with 100% employer match about $236,875 at 4% or $157,917 at 6%.
201712$175,942$37,845$18,923iApproximate average salary by contribution assumption: employee only about $473,063 at 4% or $315,375 at 6%; with 50% employer match about $315,375 at 4% or $210,250 at 6%; with 100% employer match about $236,531 at 4% or $157,688 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$175,942$37,845$18,923iApproximate average salary by contribution assumption: employee only about $473,063 at 4% or $315,375 at 6%; with 50% employer match about $315,375 at 4% or $210,250 at 6%; with 100% employer match about $236,531 at 4% or $157,688 at 6%.
201612$124,028$35,800$17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$124,028$35,800$17,900iApproximate average salary by contribution assumption: employee only about $447,500 at 4% or $298,333 at 6%; with 50% employer match about $298,333 at 4% or $198,889 at 6%; with 100% employer match about $223,750 at 4% or $149,167 at 6%.
201512$69,827$35,506$17,753iApproximate average salary by contribution assumption: employee only about $443,825 at 4% or $295,883 at 6%; with 50% employer match about $295,883 at 4% or $197,256 at 6%; with 100% employer match about $221,913 at 4% or $147,942 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$69,827$35,506$17,753iApproximate average salary by contribution assumption: employee only about $443,825 at 4% or $295,883 at 6%; with 50% employer match about $295,883 at 4% or $197,256 at 6%; with 100% employer match about $221,913 at 4% or $147,942 at 6%.
201412$31,695$34,600$17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%.
Cgk M&A Advisors Inc. 401(K) Plan-2$31,695$34,600$17,300iApproximate average salary by contribution assumption: employee only about $432,500 at 4% or $288,333 at 6%; with 50% employer match about $288,333 at 4% or $192,222 at 6%; with 100% employer match about $216,250 at 4% or $144,167 at 6%.