Civic Intelligence

Esop Partners Inc.

Plan context: ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-5396546 • Appleton, WI • 19 filings • 4 plans

3601 E Evergreen Dr Ste 200Appleton, WI 54913-7417
Current Snapshot

Latest Year

2024

2024 Participants

37

2024 Assets

$3,273,600

2024 Contributions

$569,127

Historical Graphs

Total Assets Over Time

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

$3,273,600$1,636,800$0201220182024YearValue
$3,273,600Latest year 2024

Participants Over Time

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

37190201220182024YearValue
37Latest 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
2024237$3,273,600$569,127$15,382iApproximate average salary by contribution assumption: employee only about $384,545 at 4% or $256,364 at 6%; with 50% employer match about $256,364 at 4% or $170,909 at 6%; with 100% employer match about $192,273 at 4% or $128,182 at 6%.
ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-37$2,578,731$419,127$11,328iApproximate average salary by contribution assumption: employee only about $283,194 at 4% or $188,796 at 6%; with 50% employer match about $188,796 at 4% or $125,864 at 6%; with 100% employer match about $141,597 at 4% or $94,398 at 6%.
Esop Partners Employee Stock Ownership Plan-32$694,869$150,000$4,688iApproximate average salary by contribution assumption: employee only about $117,188 at 4% or $78,125 at 6%; with 50% employer match about $78,125 at 4% or $52,083 at 6%; with 100% employer match about $58,594 at 4% or $39,063 at 6%.
2023231$2,389,425$534,764$17,250iApproximate average salary by contribution assumption: employee only about $431,261 at 4% or $287,508 at 6%; with 50% employer match about $287,508 at 4% or $191,672 at 6%; with 100% employer match about $215,631 at 4% or $143,754 at 6%.
ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-31$1,867,200$399,764$12,896iApproximate average salary by contribution assumption: employee only about $322,390 at 4% or $214,927 at 6%; with 50% employer match about $214,927 at 4% or $143,285 at 6%; with 100% employer match about $161,195 at 4% or $107,463 at 6%.
Esop Partners Employee Stock Ownership Plan-30$522,225$135,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
2022227$1,641,843$390,695$14,470iApproximate average salary by contribution assumption: employee only about $361,755 at 4% or $241,170 at 6%; with 50% employer match about $241,170 at 4% or $160,780 at 6%; with 100% employer match about $180,877 at 4% or $120,585 at 6%.
ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-27$1,401,263$309,258$11,454iApproximate average salary by contribution assumption: employee only about $286,350 at 4% or $190,900 at 6%; with 50% employer match about $190,900 at 4% or $127,267 at 6%; with 100% employer match about $143,175 at 4% or $95,450 at 6%.
Esop Partners Employee Stock Ownership Plan-24$240,580$81,437$3,393iApproximate average salary by contribution assumption: employee only about $84,830 at 4% or $56,553 at 6%; with 50% employer match about $56,553 at 4% or $37,702 at 6%; with 100% employer match about $42,415 at 4% or $28,277 at 6%.
2021230$1,605,437$287,008$9,567iApproximate average salary by contribution assumption: employee only about $239,173 at 4% or $159,449 at 6%; with 50% employer match about $159,449 at 4% or $106,299 at 6%; with 100% employer match about $119,587 at 4% or $79,724 at 6%.
ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-30$1,450,244$228,632$7,621iApproximate average salary by contribution assumption: employee only about $190,527 at 4% or $127,018 at 6%; with 50% employer match about $127,018 at 4% or $84,679 at 6%; with 100% employer match about $95,263 at 4% or $63,509 at 6%.
Esop Partners Employee Stock Ownership Plan-26$155,193$58,376$2,245iApproximate average salary by contribution assumption: employee only about $56,131 at 4% or $37,421 at 6%; with 50% employer match about $37,421 at 4% or $24,947 at 6%; with 100% employer match about $28,065 at 4% or $18,710 at 6%.
2020229$1,214,663$217,852$7,512iApproximate average salary by contribution assumption: employee only about $187,803 at 4% or $125,202 at 6%; with 50% employer match about $125,202 at 4% or $83,468 at 6%; with 100% employer match about $93,902 at 4% or $62,601 at 6%.
ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-29$1,117,846$169,015$5,828iApproximate average salary by contribution assumption: employee only about $145,703 at 4% or $97,135 at 6%; with 50% employer match about $97,135 at 4% or $64,757 at 6%; with 100% employer match about $72,851 at 4% or $48,568 at 6%.
Esop Partners Employee Stock Ownership Plan-24$96,817$48,837$2,035iApproximate average salary by contribution assumption: employee only about $50,872 at 4% or $33,915 at 6%; with 50% employer match about $33,915 at 4% or $22,610 at 6%; with 100% employer match about $25,436 at 4% or $16,957 at 6%.
2019229$955,561$288,193$9,938iApproximate average salary by contribution assumption: employee only about $248,442 at 4% or $165,628 at 6%; with 50% employer match about $165,628 at 4% or $110,419 at 6%; with 100% employer match about $124,221 at 4% or $82,814 at 6%.
ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-29$907,581$240,213$8,283iApproximate average salary by contribution assumption: employee only about $207,080 at 4% or $138,053 at 6%; with 50% employer match about $138,053 at 4% or $92,036 at 6%; with 100% employer match about $103,540 at 4% or $69,027 at 6%.
Esop Partners Employee Stock Ownership Plan-18$47,980$47,980$2,666iApproximate average salary by contribution assumption: employee only about $66,639 at 4% or $44,426 at 6%; with 50% employer match about $44,426 at 4% or $29,617 at 6%; with 100% employer match about $33,319 at 4% or $22,213 at 6%.
2018124$554,739$134,243$5,593iApproximate average salary by contribution assumption: employee only about $139,836 at 4% or $93,224 at 6%; with 50% employer match about $93,224 at 4% or $62,150 at 6%; with 100% employer match about $69,918 at 4% or $46,612 at 6%.
ESOP PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST-24$554,739$134,243$5,593iApproximate average salary by contribution assumption: employee only about $139,836 at 4% or $93,224 at 6%; with 50% employer match about $93,224 at 4% or $62,150 at 6%; with 100% employer match about $69,918 at 4% or $46,612 at 6%.
2017118$569,794$122,048$6,780iApproximate average salary by contribution assumption: employee only about $169,511 at 4% or $113,007 at 6%; with 50% employer match about $113,007 at 4% or $75,338 at 6%; with 100% employer match about $84,756 at 4% or $56,504 at 6%.
ESOP PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST-18$569,794$122,048$6,780iApproximate average salary by contribution assumption: employee only about $169,511 at 4% or $113,007 at 6%; with 50% employer match about $113,007 at 4% or $75,338 at 6%; with 100% employer match about $84,756 at 4% or $56,504 at 6%.
2016114$484,889$112,493$8,035iApproximate average salary by contribution assumption: employee only about $200,880 at 4% or $133,920 at 6%; with 50% employer match about $133,920 at 4% or $89,280 at 6%; with 100% employer match about $100,440 at 4% or $66,960 at 6%.
ESOP PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST-14$484,889$112,493$8,035iApproximate average salary by contribution assumption: employee only about $200,880 at 4% or $133,920 at 6%; with 50% employer match about $133,920 at 4% or $89,280 at 6%; with 100% employer match about $100,440 at 4% or $66,960 at 6%.
2015112$365,764$89,031$7,419iApproximate average salary by contribution assumption: employee only about $185,481 at 4% or $123,654 at 6%; with 50% employer match about $123,654 at 4% or $82,436 at 6%; with 100% employer match about $92,741 at 4% or $61,827 at 6%.
ESOP PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST-12$365,764$89,031$7,419iApproximate average salary by contribution assumption: employee only about $185,481 at 4% or $123,654 at 6%; with 50% employer match about $123,654 at 4% or $82,436 at 6%; with 100% employer match about $92,741 at 4% or $61,827 at 6%.
2014110$281,950$65,729$6,573iApproximate average salary by contribution assumption: employee only about $164,323 at 4% or $109,548 at 6%; with 50% employer match about $109,548 at 4% or $73,032 at 6%; with 100% employer match about $82,161 at 4% or $54,774 at 6%.
ESOP PARTNERS LLC 401 K PROFIT SHARING PLAN TRUST-10$281,950$65,729$6,573iApproximate average salary by contribution assumption: employee only about $164,323 at 4% or $109,548 at 6%; with 50% employer match about $109,548 at 4% or $73,032 at 6%; with 100% employer match about $82,161 at 4% or $54,774 at 6%.
201317$208,266$30,891$4,413iApproximate average salary by contribution assumption: employee only about $110,325 at 4% or $73,550 at 6%; with 50% employer match about $73,550 at 4% or $49,033 at 6%; with 100% employer match about $55,163 at 4% or $36,775 at 6%.
ESOP PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST-7$208,266$30,891$4,413iApproximate average salary by contribution assumption: employee only about $110,325 at 4% or $73,550 at 6%; with 50% employer match about $73,550 at 4% or $49,033 at 6%; with 100% employer match about $55,163 at 4% or $36,775 at 6%.
201214$469,991$329,069$82,267iApproximate average salary by contribution assumption: employee only about $2,056,681 at 4% or $1,371,121 at 6%; with 50% employer match about $1,371,121 at 4% or $914,081 at 6%; with 100% employer match about $1,028,341 at 4% or $685,560 at 6%.
ESOP PARTNERS SAFE HARBOR 401(K) PLAN-4$469,991$329,069$82,267iApproximate average salary by contribution assumption: employee only about $2,056,681 at 4% or $1,371,121 at 6%; with 50% employer match about $1,371,121 at 4% or $914,081 at 6%; with 100% employer match about $1,028,341 at 4% or $685,560 at 6%.