Civic Intelligence

SBA Management Services Inc.

Plan context: SBA Management Services Inc. 401(K) Plan

EIN 20-2008648 • Madison, WI • 20 filings • 2 plans

120 West Gorham StreetMadison, WI 53703
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$7,020,119

2024 Contributions

$716,420

Historical Graphs

Total Assets Over Time

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

$7,020,119$3,510,060$0200520152024YearValue
$7,020,119Latest year 2024

Participants Over Time

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

101510200520152024YearValue
59Latest 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
2024159$7,020,119$716,420$12,143iApproximate average salary by contribution assumption: employee only about $303,568 at 4% or $202,379 at 6%; with 50% employer match about $202,379 at 4% or $134,919 at 6%; with 100% employer match about $151,784 at 4% or $101,189 at 6%.
SBA Management Services Inc. 401(K) Plan-59$7,020,119$716,420$12,143iApproximate average salary by contribution assumption: employee only about $303,568 at 4% or $202,379 at 6%; with 50% employer match about $202,379 at 4% or $134,919 at 6%; with 100% employer match about $151,784 at 4% or $101,189 at 6%.
2023156$5,537,340$449,883$8,034iApproximate average salary by contribution assumption: employee only about $200,841 at 4% or $133,894 at 6%; with 50% employer match about $133,894 at 4% or $89,263 at 6%; with 100% employer match about $100,420 at 4% or $66,947 at 6%.
SBA Management Services Inc. 401(K) Plan-56$5,537,340$449,883$8,034iApproximate average salary by contribution assumption: employee only about $200,841 at 4% or $133,894 at 6%; with 50% employer match about $133,894 at 4% or $89,263 at 6%; with 100% employer match about $100,420 at 4% or $66,947 at 6%.
2022153$4,255,619$264,345$4,988iApproximate average salary by contribution assumption: employee only about $124,691 at 4% or $83,127 at 6%; with 50% employer match about $83,127 at 4% or $55,418 at 6%; with 100% employer match about $62,346 at 4% or $41,564 at 6%.
SBA Management Services Inc. 401(K) Plan-53$4,255,619$264,345$4,988iApproximate average salary by contribution assumption: employee only about $124,691 at 4% or $83,127 at 6%; with 50% employer match about $83,127 at 4% or $55,418 at 6%; with 100% employer match about $62,346 at 4% or $41,564 at 6%.
2021155$5,076,805$333,907$6,071iApproximate average salary by contribution assumption: employee only about $151,776 at 4% or $101,184 at 6%; with 50% employer match about $101,184 at 4% or $67,456 at 6%; with 100% employer match about $75,888 at 4% or $50,592 at 6%.
SBA Management Services Inc. 401(K) Plan-55$5,076,805$333,907$6,071iApproximate average salary by contribution assumption: employee only about $151,776 at 4% or $101,184 at 6%; with 50% employer match about $101,184 at 4% or $67,456 at 6%; with 100% employer match about $75,888 at 4% or $50,592 at 6%.
2020153$4,099,439$418,314$7,893iApproximate average salary by contribution assumption: employee only about $197,318 at 4% or $131,545 at 6%; with 50% employer match about $131,545 at 4% or $87,697 at 6%; with 100% employer match about $98,659 at 4% or $65,773 at 6%.
SBA Management Services Inc. 401(K) Plan-53$4,099,439$418,314$7,893iApproximate average salary by contribution assumption: employee only about $197,318 at 4% or $131,545 at 6%; with 50% employer match about $131,545 at 4% or $87,697 at 6%; with 100% employer match about $98,659 at 4% or $65,773 at 6%.
2019149$3,252,347$244,445$4,989iApproximate average salary by contribution assumption: employee only about $124,717 at 4% or $83,145 at 6%; with 50% employer match about $83,145 at 4% or $55,430 at 6%; with 100% employer match about $62,358 at 4% or $41,572 at 6%.
SBA Management Services Inc. 401(K) Plan-49$3,252,347$244,445$4,989iApproximate average salary by contribution assumption: employee only about $124,717 at 4% or $83,145 at 6%; with 50% employer match about $83,145 at 4% or $55,430 at 6%; with 100% employer match about $62,358 at 4% or $41,572 at 6%.
2018162$2,602,813$283,575$4,574iApproximate average salary by contribution assumption: employee only about $114,345 at 4% or $76,230 at 6%; with 50% employer match about $76,230 at 4% or $50,820 at 6%; with 100% employer match about $57,172 at 4% or $38,115 at 6%.
SBA Management Services Inc. 401(K) Plan-62$2,602,813$283,575$4,574iApproximate average salary by contribution assumption: employee only about $114,345 at 4% or $76,230 at 6%; with 50% employer match about $76,230 at 4% or $50,820 at 6%; with 100% employer match about $57,172 at 4% or $38,115 at 6%.
2017158$2,628,160$277,660$4,787iApproximate average salary by contribution assumption: employee only about $119,681 at 4% or $79,787 at 6%; with 50% employer match about $79,787 at 4% or $53,192 at 6%; with 100% employer match about $59,841 at 4% or $39,894 at 6%.
SBA Management Services Inc. 401(K) Plan-58$2,628,160$277,660$4,787iApproximate average salary by contribution assumption: employee only about $119,681 at 4% or $79,787 at 6%; with 50% employer match about $79,787 at 4% or $53,192 at 6%; with 100% employer match about $59,841 at 4% or $39,894 at 6%.
2016157$2,035,637$243,166$4,266iApproximate average salary by contribution assumption: employee only about $106,652 at 4% or $71,101 at 6%; with 50% employer match about $71,101 at 4% or $47,401 at 6%; with 100% employer match about $53,326 at 4% or $35,551 at 6%.
SBA Management Services Inc. 401(K) Plan-57$2,035,637$243,166$4,266iApproximate average salary by contribution assumption: employee only about $106,652 at 4% or $71,101 at 6%; with 50% employer match about $71,101 at 4% or $47,401 at 6%; with 100% employer match about $53,326 at 4% or $35,551 at 6%.
2015154$1,790,035$226,314$4,191iApproximate average salary by contribution assumption: employee only about $104,775 at 4% or $69,850 at 6%; with 50% employer match about $69,850 at 4% or $46,567 at 6%; with 100% employer match about $52,388 at 4% or $34,925 at 6%.
SBA Management Services Inc. 401(K) Plan-54$1,790,035$226,314$4,191iApproximate average salary by contribution assumption: employee only about $104,775 at 4% or $69,850 at 6%; with 50% employer match about $69,850 at 4% or $46,567 at 6%; with 100% employer match about $52,388 at 4% or $34,925 at 6%.
2014186$1,613,985$180,732$2,102iApproximate average salary by contribution assumption: employee only about $52,538 at 4% or $35,026 at 6%; with 50% employer match about $35,026 at 4% or $23,350 at 6%; with 100% employer match about $26,269 at 4% or $17,513 at 6%.
SBA Management Services Inc. 401(K) Plan-86$1,613,985$180,732$2,102iApproximate average salary by contribution assumption: employee only about $52,538 at 4% or $35,026 at 6%; with 50% employer match about $35,026 at 4% or $23,350 at 6%; with 100% employer match about $26,269 at 4% or $17,513 at 6%.
2013196$1,370,493$171,531$1,787iApproximate average salary by contribution assumption: employee only about $44,670 at 4% or $29,780 at 6%; with 50% employer match about $29,780 at 4% or $19,853 at 6%; with 100% employer match about $22,335 at 4% or $14,890 at 6%.
SBA Management Services Inc. 401(K) Plan-96$1,370,493$171,531$1,787iApproximate average salary by contribution assumption: employee only about $44,670 at 4% or $29,780 at 6%; with 50% employer match about $29,780 at 4% or $19,853 at 6%; with 100% employer match about $22,335 at 4% or $14,890 at 6%.
2012181$1,033,283$153,166$1,891iApproximate average salary by contribution assumption: employee only about $47,273 at 4% or $31,516 at 6%; with 50% employer match about $31,516 at 4% or $21,010 at 6%; with 100% employer match about $23,637 at 4% or $15,758 at 6%.
SBA Management Services Inc. 401(K) Plan-81$1,033,283$153,166$1,891iApproximate average salary by contribution assumption: employee only about $47,273 at 4% or $31,516 at 6%; with 50% employer match about $31,516 at 4% or $21,010 at 6%; with 100% employer match about $23,637 at 4% or $15,758 at 6%.
20111101$795,474$150,955$1,495iApproximate average salary by contribution assumption: employee only about $37,365 at 4% or $24,910 at 6%; with 50% employer match about $24,910 at 4% or $16,607 at 6%; with 100% employer match about $18,683 at 4% or $12,455 at 6%.
SBA Management Services Inc. 401(K) Plan-101$795,474$150,955$1,495iApproximate average salary by contribution assumption: employee only about $37,365 at 4% or $24,910 at 6%; with 50% employer match about $24,910 at 4% or $16,607 at 6%; with 100% employer match about $18,683 at 4% or $12,455 at 6%.
2010188$857,332$155,485$1,767iApproximate average salary by contribution assumption: employee only about $44,172 at 4% or $29,448 at 6%; with 50% employer match about $29,448 at 4% or $19,632 at 6%; with 100% employer match about $22,086 at 4% or $14,724 at 6%.
SBA Management Services Inc. 401(K) Plan-88$857,332$155,485$1,767iApproximate average salary by contribution assumption: employee only about $44,172 at 4% or $29,448 at 6%; with 50% employer match about $29,448 at 4% or $19,632 at 6%; with 100% employer match about $22,086 at 4% or $14,724 at 6%.
2009186$676,303$179,950$2,092iApproximate average salary by contribution assumption: employee only about $52,311 at 4% or $34,874 at 6%; with 50% employer match about $34,874 at 4% or $23,249 at 6%; with 100% employer match about $26,156 at 4% or $17,437 at 6%.
SBA Management Services Inc. 401(K) Plan-86$676,303$179,950$2,092iApproximate average salary by contribution assumption: employee only about $52,311 at 4% or $34,874 at 6%; with 50% employer match about $34,874 at 4% or $23,249 at 6%; with 100% employer match about $26,156 at 4% or $17,437 at 6%.
2008168$377,460$124,359$1,829iApproximate average salary by contribution assumption: employee only about $45,720 at 4% or $30,480 at 6%; with 50% employer match about $30,480 at 4% or $20,320 at 6%; with 100% employer match about $22,860 at 4% or $15,240 at 6%.
SBA Management Services Inc. 401(K) Plan-68$377,460$124,359$1,829iApproximate average salary by contribution assumption: employee only about $45,720 at 4% or $30,480 at 6%; with 50% employer match about $30,480 at 4% or $20,320 at 6%; with 100% employer match about $22,860 at 4% or $15,240 at 6%.
2007144$0$0-
SBA Management Services Inc. 401(K) Plan-44---
2006141$253,519$129,472$3,158iApproximate average salary by contribution assumption: employee only about $78,946 at 4% or $52,631 at 6%; with 50% employer match about $52,631 at 4% or $35,087 at 6%; with 100% employer match about $39,473 at 4% or $26,315 at 6%.
SBA Management Services Inc. 401(K) Plan-41$253,519$129,472$3,158iApproximate average salary by contribution assumption: employee only about $78,946 at 4% or $52,631 at 6%; with 50% employer match about $52,631 at 4% or $35,087 at 6%; with 100% employer match about $39,473 at 4% or $26,315 at 6%.
2005125$195,844$190,031$7,601iApproximate average salary by contribution assumption: employee only about $190,031 at 4% or $126,687 at 6%; with 50% employer match about $126,687 at 4% or $84,458 at 6%; with 100% employer match about $95,016 at 4% or $63,344 at 6%.
SBA Management Services Inc. 401(K) Plan-25$195,844$190,031$7,601iApproximate average salary by contribution assumption: employee only about $190,031 at 4% or $126,687 at 6%; with 50% employer match about $126,687 at 4% or $84,458 at 6%; with 100% employer match about $95,016 at 4% or $63,344 at 6%.