Civic Intelligence

Integrity Wealth Management Inc.

Plan context: Integrity 401(K) Profit Sharing Plan

EIN 20-5274024 • Waukesha, WI • 18 filings • 2 plans

20975 Swenson Drive, Suite 225Waukesha, WI 53186
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,788,943

2024 Contributions

$140,957

Historical Graphs

Total Assets Over Time

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

$1,788,943$894,472$0200720162024YearValue
$1,788,943Latest year 2024

Participants Over Time

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

1160200720162024YearValue
11Latest 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
2024111$1,788,943$140,957$12,814iApproximate average salary by contribution assumption: employee only about $320,357 at 4% or $213,571 at 6%; with 50% employer match about $213,571 at 4% or $142,381 at 6%; with 100% employer match about $160,178 at 4% or $106,786 at 6%.
Integrity 401(K) Profit Sharing Plan-11$1,788,943$140,957$12,814iApproximate average salary by contribution assumption: employee only about $320,357 at 4% or $213,571 at 6%; with 50% employer match about $213,571 at 4% or $142,381 at 6%; with 100% employer match about $160,178 at 4% or $106,786 at 6%.
2023110$1,386,147$135,885$13,589iApproximate average salary by contribution assumption: employee only about $339,713 at 4% or $226,475 at 6%; with 50% employer match about $226,475 at 4% or $150,983 at 6%; with 100% employer match about $169,856 at 4% or $113,238 at 6%.
Integrity 401(K) Profit Sharing Plan-10$1,386,147$135,885$13,589iApproximate average salary by contribution assumption: employee only about $339,713 at 4% or $226,475 at 6%; with 50% employer match about $226,475 at 4% or $150,983 at 6%; with 100% employer match about $169,856 at 4% or $113,238 at 6%.
2022110$994,851$103,897$10,390iApproximate average salary by contribution assumption: employee only about $259,743 at 4% or $173,162 at 6%; with 50% employer match about $173,162 at 4% or $115,441 at 6%; with 100% employer match about $129,871 at 4% or $86,581 at 6%.
Integrity 401(K) Profit Sharing Plan-10$994,851$103,897$10,390iApproximate average salary by contribution assumption: employee only about $259,743 at 4% or $173,162 at 6%; with 50% employer match about $173,162 at 4% or $115,441 at 6%; with 100% employer match about $129,871 at 4% or $86,581 at 6%.
202118$1,168,934$60,168$7,521iApproximate average salary by contribution assumption: employee only about $188,025 at 4% or $125,350 at 6%; with 50% employer match about $125,350 at 4% or $83,567 at 6%; with 100% employer match about $94,013 at 4% or $62,675 at 6%.
Integrity 401(K) Profit Sharing Plan-8$1,168,934$60,168$7,521iApproximate average salary by contribution assumption: employee only about $188,025 at 4% or $125,350 at 6%; with 50% employer match about $125,350 at 4% or $83,567 at 6%; with 100% employer match about $94,013 at 4% or $62,675 at 6%.
202018$969,683$51,044$6,381iApproximate average salary by contribution assumption: employee only about $159,513 at 4% or $106,342 at 6%; with 50% employer match about $106,342 at 4% or $70,894 at 6%; with 100% employer match about $79,756 at 4% or $53,171 at 6%.
Integrity 401(K) Profit Sharing Plan-8$969,683$51,044$6,381iApproximate average salary by contribution assumption: employee only about $159,513 at 4% or $106,342 at 6%; with 50% employer match about $106,342 at 4% or $70,894 at 6%; with 100% employer match about $79,756 at 4% or $53,171 at 6%.
201916$732,269$43,548$7,258iApproximate average salary by contribution assumption: employee only about $181,450 at 4% or $120,967 at 6%; with 50% employer match about $120,967 at 4% or $80,644 at 6%; with 100% employer match about $90,725 at 4% or $60,483 at 6%.
Integrity 401(K) Profit Sharing Plan-6$732,269$43,548$7,258iApproximate average salary by contribution assumption: employee only about $181,450 at 4% or $120,967 at 6%; with 50% employer match about $120,967 at 4% or $80,644 at 6%; with 100% employer match about $90,725 at 4% or $60,483 at 6%.
201815$547,606$40,150$8,030iApproximate average salary by contribution assumption: employee only about $200,750 at 4% or $133,833 at 6%; with 50% employer match about $133,833 at 4% or $89,222 at 6%; with 100% employer match about $100,375 at 4% or $66,917 at 6%.
Integrity 401(K) Profit Sharing Plan-5$547,606$40,150$8,030iApproximate average salary by contribution assumption: employee only about $200,750 at 4% or $133,833 at 6%; with 50% employer match about $133,833 at 4% or $89,222 at 6%; with 100% employer match about $100,375 at 4% or $66,917 at 6%.
201715$547,964$38,075$7,615iApproximate average salary by contribution assumption: employee only about $190,375 at 4% or $126,917 at 6%; with 50% employer match about $126,917 at 4% or $84,611 at 6%; with 100% employer match about $95,188 at 4% or $63,458 at 6%.
Integrity 401(K) Profit Sharing Plan-5$547,964$38,075$7,615iApproximate average salary by contribution assumption: employee only about $190,375 at 4% or $126,917 at 6%; with 50% employer match about $126,917 at 4% or $84,611 at 6%; with 100% employer match about $95,188 at 4% or $63,458 at 6%.
201614$403,161$21,041$5,260iApproximate average salary by contribution assumption: employee only about $131,506 at 4% or $87,671 at 6%; with 50% employer match about $87,671 at 4% or $58,447 at 6%; with 100% employer match about $65,753 at 4% or $43,835 at 6%.
Integrity 401(K) Profit Sharing Plan-4$403,161$21,041$5,260iApproximate average salary by contribution assumption: employee only about $131,506 at 4% or $87,671 at 6%; with 50% employer match about $87,671 at 4% or $58,447 at 6%; with 100% employer match about $65,753 at 4% or $43,835 at 6%.
201514$361,453$17,618$4,405iApproximate average salary by contribution assumption: employee only about $110,113 at 4% or $73,408 at 6%; with 50% employer match about $73,408 at 4% or $48,939 at 6%; with 100% employer match about $55,056 at 4% or $36,704 at 6%.
Integrity 401(K) Profit Sharing Plan-4$361,453$17,618$4,405iApproximate average salary by contribution assumption: employee only about $110,113 at 4% or $73,408 at 6%; with 50% employer match about $73,408 at 4% or $48,939 at 6%; with 100% employer match about $55,056 at 4% or $36,704 at 6%.
201413$338,961$14,835$4,945iApproximate average salary by contribution assumption: employee only about $123,625 at 4% or $82,417 at 6%; with 50% employer match about $82,417 at 4% or $54,944 at 6%; with 100% employer match about $61,813 at 4% or $41,208 at 6%.
Integrity 401(K) Profit Sharing Plan-3$338,961$14,835$4,945iApproximate average salary by contribution assumption: employee only about $123,625 at 4% or $82,417 at 6%; with 50% employer match about $82,417 at 4% or $54,944 at 6%; with 100% employer match about $61,813 at 4% or $41,208 at 6%.
201313$313,095$121,749$40,583iApproximate average salary by contribution assumption: employee only about $1,014,575 at 4% or $676,383 at 6%; with 50% employer match about $676,383 at 4% or $450,922 at 6%; with 100% employer match about $507,288 at 4% or $338,192 at 6%.
Integrity 401(K) Profit Sharing Plan-3$313,095$121,749$40,583iApproximate average salary by contribution assumption: employee only about $1,014,575 at 4% or $676,383 at 6%; with 50% employer match about $676,383 at 4% or $450,922 at 6%; with 100% employer match about $507,288 at 4% or $338,192 at 6%.
201213$164,644$32,670$10,890iApproximate average salary by contribution assumption: employee only about $272,250 at 4% or $181,500 at 6%; with 50% employer match about $181,500 at 4% or $121,000 at 6%; with 100% employer match about $136,125 at 4% or $90,750 at 6%.
Integrity 401(K) Profit Sharing Plan-3$164,644$32,670$10,890iApproximate average salary by contribution assumption: employee only about $272,250 at 4% or $181,500 at 6%; with 50% employer match about $181,500 at 4% or $121,000 at 6%; with 100% employer match about $136,125 at 4% or $90,750 at 6%.
201114$243,758$42,412$10,603iApproximate average salary by contribution assumption: employee only about $265,075 at 4% or $176,717 at 6%; with 50% employer match about $176,717 at 4% or $117,811 at 6%; with 100% employer match about $132,538 at 4% or $88,358 at 6%.
Integrity 401(K) Profit Sharing Plan-4$243,758$42,412$10,603iApproximate average salary by contribution assumption: employee only about $265,075 at 4% or $176,717 at 6%; with 50% employer match about $176,717 at 4% or $117,811 at 6%; with 100% employer match about $132,538 at 4% or $88,358 at 6%.
201014$236,262$16,753$4,188iApproximate average salary by contribution assumption: employee only about $104,706 at 4% or $69,804 at 6%; with 50% employer match about $69,804 at 4% or $46,536 at 6%; with 100% employer match about $52,353 at 4% or $34,902 at 6%.
Integrity 401(K) Profit Sharing Plan-4$236,262$16,753$4,188iApproximate average salary by contribution assumption: employee only about $104,706 at 4% or $69,804 at 6%; with 50% employer match about $69,804 at 4% or $46,536 at 6%; with 100% employer match about $52,353 at 4% or $34,902 at 6%.
200915$239,841$25,828$5,166iApproximate average salary by contribution assumption: employee only about $129,140 at 4% or $86,093 at 6%; with 50% employer match about $86,093 at 4% or $57,396 at 6%; with 100% employer match about $64,570 at 4% or $43,047 at 6%.
Integrity 401(K) Profit Sharing Plan-5$239,841$25,828$5,166iApproximate average salary by contribution assumption: employee only about $129,140 at 4% or $86,093 at 6%; with 50% employer match about $86,093 at 4% or $57,396 at 6%; with 100% employer match about $64,570 at 4% or $43,047 at 6%.
200815$164,920$79,847$15,969iApproximate average salary by contribution assumption: employee only about $399,235 at 4% or $266,157 at 6%; with 50% employer match about $266,157 at 4% or $177,438 at 6%; with 100% employer match about $199,618 at 4% or $133,078 at 6%.
Integrity 401(K) Profit Sharing Plan-5$164,920$79,847$15,969iApproximate average salary by contribution assumption: employee only about $399,235 at 4% or $266,157 at 6%; with 50% employer match about $266,157 at 4% or $177,438 at 6%; with 100% employer match about $199,618 at 4% or $133,078 at 6%.
200714$159,623$147,066$36,767iApproximate average salary by contribution assumption: employee only about $919,163 at 4% or $612,775 at 6%; with 50% employer match about $612,775 at 4% or $408,517 at 6%; with 100% employer match about $459,581 at 4% or $306,388 at 6%.
Integrity 401(K) Profit Sharing Plan-4$159,623$147,066$36,767iApproximate average salary by contribution assumption: employee only about $919,163 at 4% or $612,775 at 6%; with 50% employer match about $612,775 at 4% or $408,517 at 6%; with 100% employer match about $459,581 at 4% or $306,388 at 6%.