Civic Intelligence

Professional Financial Management Inc.

Plan context: Professional Financial Management Inc. 401(K) Plan

EIN 20-5297833 • Little Chute, WI • 17 filings • 2 plans

107 W Main StLittle Chute, WI 54140
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$943,159

2024 Contributions

$96,984

Historical Graphs

Total Assets Over Time

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

$1,022,260$511,130$0200820162024YearValue
$943,159Latest year 2024

Participants Over Time

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

530200820162024YearValue
5Latest 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
202415$943,159$96,984$19,397iApproximate average salary by contribution assumption: employee only about $484,920 at 4% or $323,280 at 6%; with 50% employer match about $323,280 at 4% or $215,520 at 6%; with 100% employer match about $242,460 at 4% or $161,640 at 6%.
Professional Financial Management Inc. 401(K) Plan-5$943,159$96,984$19,397iApproximate average salary by contribution assumption: employee only about $484,920 at 4% or $323,280 at 6%; with 50% employer match about $323,280 at 4% or $215,520 at 6%; with 100% employer match about $242,460 at 4% or $161,640 at 6%.
202315$934,713$83,007$16,601iApproximate average salary by contribution assumption: employee only about $415,035 at 4% or $276,690 at 6%; with 50% employer match about $276,690 at 4% or $184,460 at 6%; with 100% employer match about $207,518 at 4% or $138,345 at 6%.
Professional Financial Management Inc. 401(K) Plan-5$934,713$83,007$16,601iApproximate average salary by contribution assumption: employee only about $415,035 at 4% or $276,690 at 6%; with 50% employer match about $276,690 at 4% or $184,460 at 6%; with 100% employer match about $207,518 at 4% or $138,345 at 6%.
202214$1,022,260$403,301$100,825iApproximate average salary by contribution assumption: employee only about $2,520,631 at 4% or $1,680,421 at 6%; with 50% employer match about $1,680,421 at 4% or $1,120,281 at 6%; with 100% employer match about $1,260,316 at 4% or $840,210 at 6%.
Professional Financial Management Inc. 401(K) Plan-4$1,022,260$403,301$100,825iApproximate average salary by contribution assumption: employee only about $2,520,631 at 4% or $1,680,421 at 6%; with 50% employer match about $1,680,421 at 4% or $1,120,281 at 6%; with 100% employer match about $1,260,316 at 4% or $840,210 at 6%.
202114$623,530$109,189$27,297iApproximate average salary by contribution assumption: employee only about $682,431 at 4% or $454,954 at 6%; with 50% employer match about $454,954 at 4% or $303,303 at 6%; with 100% employer match about $341,216 at 4% or $227,477 at 6%.
Professional Financial Management Inc. 401(K) Plan-4$623,530$109,189$27,297iApproximate average salary by contribution assumption: employee only about $682,431 at 4% or $454,954 at 6%; with 50% employer match about $454,954 at 4% or $303,303 at 6%; with 100% employer match about $341,216 at 4% or $227,477 at 6%.
202014$581,113$101,898$25,475iApproximate average salary by contribution assumption: employee only about $636,863 at 4% or $424,575 at 6%; with 50% employer match about $424,575 at 4% or $283,050 at 6%; with 100% employer match about $318,431 at 4% or $212,288 at 6%.
Professional Financial Management Inc. 401(K) Plan-4$581,113$101,898$25,475iApproximate average salary by contribution assumption: employee only about $636,863 at 4% or $424,575 at 6%; with 50% employer match about $424,575 at 4% or $283,050 at 6%; with 100% employer match about $318,431 at 4% or $212,288 at 6%.
201914$604,532$97,925$24,481iApproximate average salary by contribution assumption: employee only about $612,031 at 4% or $408,021 at 6%; with 50% employer match about $408,021 at 4% or $272,014 at 6%; with 100% employer match about $306,016 at 4% or $204,010 at 6%.
Professional Financial Management Inc. 401(K) Plan-4$604,532$97,925$24,481iApproximate average salary by contribution assumption: employee only about $612,031 at 4% or $408,021 at 6%; with 50% employer match about $408,021 at 4% or $272,014 at 6%; with 100% employer match about $306,016 at 4% or $204,010 at 6%.
201814$587,930$279,543$69,886iApproximate average salary by contribution assumption: employee only about $1,747,144 at 4% or $1,164,763 at 6%; with 50% employer match about $1,164,763 at 4% or $776,508 at 6%; with 100% employer match about $873,572 at 4% or $582,381 at 6%.
Professional Financial Management Inc. 401(K) Plan-4$587,930$279,543$69,886iApproximate average salary by contribution assumption: employee only about $1,747,144 at 4% or $1,164,763 at 6%; with 50% employer match about $1,164,763 at 4% or $776,508 at 6%; with 100% employer match about $873,572 at 4% or $582,381 at 6%.
201714$303,434$91,125$22,781iApproximate average salary by contribution assumption: employee only about $569,531 at 4% or $379,688 at 6%; with 50% employer match about $379,688 at 4% or $253,125 at 6%; with 100% employer match about $284,766 at 4% or $189,844 at 6%.
Professional Financial Management Inc. 401(K) Plan-4$303,434$91,125$22,781iApproximate average salary by contribution assumption: employee only about $569,531 at 4% or $379,688 at 6%; with 50% employer match about $379,688 at 4% or $253,125 at 6%; with 100% employer match about $284,766 at 4% or $189,844 at 6%.
201614$203,971$54,354$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%.
Professional Financial Management Inc. 401(K) Plan-4$203,971$54,354$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%.
201513$146,104$26,171$8,724iApproximate average salary by contribution assumption: employee only about $218,092 at 4% or $145,394 at 6%; with 50% employer match about $145,394 at 4% or $96,930 at 6%; with 100% employer match about $109,046 at 4% or $72,697 at 6%.
Professional Financial Management Inc. 401(K) Plan-3$146,104$26,171$8,724iApproximate average salary by contribution assumption: employee only about $218,092 at 4% or $145,394 at 6%; with 50% employer match about $145,394 at 4% or $96,930 at 6%; with 100% employer match about $109,046 at 4% or $72,697 at 6%.
201414$132,503$29,611$7,403iApproximate average salary by contribution assumption: employee only about $185,069 at 4% or $123,379 at 6%; with 50% employer match about $123,379 at 4% or $82,253 at 6%; with 100% employer match about $92,534 at 4% or $61,690 at 6%.
Professional Financial Management Inc. 401(K) Plan-4$132,503$29,611$7,403iApproximate average salary by contribution assumption: employee only about $185,069 at 4% or $123,379 at 6%; with 50% employer match about $123,379 at 4% or $82,253 at 6%; with 100% employer match about $92,534 at 4% or $61,690 at 6%.
201313$107,161$25,649$8,550iApproximate average salary by contribution assumption: employee only about $213,742 at 4% or $142,494 at 6%; with 50% employer match about $142,494 at 4% or $94,996 at 6%; with 100% employer match about $106,871 at 4% or $71,247 at 6%.
Professional Financial Management Inc. 401(K) Plan-3$107,161$25,649$8,550iApproximate average salary by contribution assumption: employee only about $213,742 at 4% or $142,494 at 6%; with 50% employer match about $142,494 at 4% or $94,996 at 6%; with 100% employer match about $106,871 at 4% or $71,247 at 6%.
201213$77,476$26,714$8,905iApproximate average salary by contribution assumption: employee only about $222,617 at 4% or $148,411 at 6%; with 50% employer match about $148,411 at 4% or $98,941 at 6%; with 100% employer match about $111,308 at 4% or $74,206 at 6%.
Professional Financial Management Inc. 401(K) Plan-3$77,476$26,714$8,905iApproximate average salary by contribution assumption: employee only about $222,617 at 4% or $148,411 at 6%; with 50% employer match about $148,411 at 4% or $98,941 at 6%; with 100% employer match about $111,308 at 4% or $74,206 at 6%.
201114$66,766$22,185$5,546iApproximate average salary by contribution assumption: employee only about $138,656 at 4% or $92,438 at 6%; with 50% employer match about $92,438 at 4% or $61,625 at 6%; with 100% employer match about $69,328 at 4% or $46,219 at 6%.
Professional Financial Management Inc. 401(K) Plan-4$66,766$22,185$5,546iApproximate average salary by contribution assumption: employee only about $138,656 at 4% or $92,438 at 6%; with 50% employer match about $92,438 at 4% or $61,625 at 6%; with 100% employer match about $69,328 at 4% or $46,219 at 6%.
201012$43,711$15,695$7,848iApproximate average salary by contribution assumption: employee only about $196,188 at 4% or $130,792 at 6%; with 50% employer match about $130,792 at 4% or $87,194 at 6%; with 100% employer match about $98,094 at 4% or $65,396 at 6%.
Professional Financial Management Inc. 401(K) Plan-2$43,711$15,695$7,848iApproximate average salary by contribution assumption: employee only about $196,188 at 4% or $130,792 at 6%; with 50% employer match about $130,792 at 4% or $87,194 at 6%; with 100% employer match about $98,094 at 4% or $65,396 at 6%.
200912$31,166$13,208$6,604iApproximate average salary by contribution assumption: employee only about $165,100 at 4% or $110,067 at 6%; with 50% employer match about $110,067 at 4% or $73,378 at 6%; with 100% employer match about $82,550 at 4% or $55,033 at 6%.
Professional Financial Management Inc. 401(K) Plan-2$31,166$13,208$6,604iApproximate average salary by contribution assumption: employee only about $165,100 at 4% or $110,067 at 6%; with 50% employer match about $110,067 at 4% or $73,378 at 6%; with 100% employer match about $82,550 at 4% or $55,033 at 6%.
200812$4,707$4,706$2,353iApproximate average salary by contribution assumption: employee only about $58,825 at 4% or $39,217 at 6%; with 50% employer match about $39,217 at 4% or $26,144 at 6%; with 100% employer match about $29,413 at 4% or $19,608 at 6%.
Professional Financial Management Inc. 401(K) Plan-2$4,707$4,706$2,353iApproximate average salary by contribution assumption: employee only about $58,825 at 4% or $39,217 at 6%; with 50% employer match about $39,217 at 4% or $26,144 at 6%; with 100% employer match about $29,413 at 4% or $19,608 at 6%.