Mares Financial Planning
Plan context: Mares Financial Planning 401(K) Profit Sharing Plan
EIN 20-3971364 • Appleton, WI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$768,376
2025 Contributions
$129,288
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $768,376 | $129,288 | $21,548iApproximate average salary by contribution assumption: employee only about $538,700 at 4% or $359,133 at 6%; with 50% employer match about $359,133 at 4% or $239,422 at 6%; with 100% employer match about $269,350 at 4% or $179,567 at 6%. |
| Mares Financial Planning 401(K) Profit Sharing Plan | - | 6 | $768,376 | $129,288 | $21,548iApproximate average salary by contribution assumption: employee only about $538,700 at 4% or $359,133 at 6%; with 50% employer match about $359,133 at 4% or $239,422 at 6%; with 100% employer match about $269,350 at 4% or $179,567 at 6%. |
| 2024 | 1 | 6 | $541,939 | $125,568 | $20,928iApproximate average salary by contribution assumption: employee only about $523,200 at 4% or $348,800 at 6%; with 50% employer match about $348,800 at 4% or $232,533 at 6%; with 100% employer match about $261,600 at 4% or $174,400 at 6%. |
| Mares Financial Planning 401(K) Profit Sharing Plan | - | 6 | $541,939 | $125,568 | $20,928iApproximate average salary by contribution assumption: employee only about $523,200 at 4% or $348,800 at 6%; with 50% employer match about $348,800 at 4% or $232,533 at 6%; with 100% employer match about $261,600 at 4% or $174,400 at 6%. |
| 2023 | 1 | 6 | $361,402 | $109,228 | $18,205iApproximate average salary by contribution assumption: employee only about $455,117 at 4% or $303,411 at 6%; with 50% employer match about $303,411 at 4% or $202,274 at 6%; with 100% employer match about $227,558 at 4% or $151,706 at 6%. |
| Mares Financial Planning 401(K) Profit Sharing Plan | - | 6 | $361,402 | $109,228 | $18,205iApproximate average salary by contribution assumption: employee only about $455,117 at 4% or $303,411 at 6%; with 50% employer match about $303,411 at 4% or $202,274 at 6%; with 100% employer match about $227,558 at 4% or $151,706 at 6%. |
| 2022 | 1 | 6 | $211,293 | $102,757 | $17,126iApproximate average salary by contribution assumption: employee only about $428,154 at 4% or $285,436 at 6%; with 50% employer match about $285,436 at 4% or $190,291 at 6%; with 100% employer match about $214,077 at 4% or $142,718 at 6%. |
| Mares Financial Planning 401(K) Profit Sharing Plan | - | 6 | $211,293 | $102,757 | $17,126iApproximate average salary by contribution assumption: employee only about $428,154 at 4% or $285,436 at 6%; with 50% employer match about $285,436 at 4% or $190,291 at 6%; with 100% employer match about $214,077 at 4% or $142,718 at 6%. |
| 2021 | 1 | 3 | $139,433 | $132,034 | $44,011iApproximate average salary by contribution assumption: employee only about $1,100,283 at 4% or $733,522 at 6%; with 50% employer match about $733,522 at 4% or $489,015 at 6%; with 100% employer match about $550,142 at 4% or $366,761 at 6%. |
| Mares Financial Planning 401(K) Profit Sharing Plan | - | 3 | $139,433 | $132,034 | $44,011iApproximate average salary by contribution assumption: employee only about $1,100,283 at 4% or $733,522 at 6%; with 50% employer match about $733,522 at 4% or $489,015 at 6%; with 100% employer match about $550,142 at 4% or $366,761 at 6%. |