Civic Intelligence

BALLOTPEDIA

Plan context: BALLOTPEDIA RETIREMENT TRUST

EIN 20-8036372 • Middleton, WI • 9 filings • 1 plans

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8383 Greenway BlvdSte 600Middleton, WI 53562
Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$2,019,241

2024 Contributions

$409,856

Historical Graphs

Total Assets Over Time

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

$2,019,241$1,009,621$0201620202024YearValue
$2,019,241Latest year 2024

Participants Over Time

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

64320201620202024YearValue
64Latest 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
2024164$2,019,241$409,856$6,404iApproximate average salary by contribution assumption: employee only about $160,100 at 4% or $106,733 at 6%; with 50% employer match about $106,733 at 4% or $71,156 at 6%; with 100% employer match about $80,050 at 4% or $53,367 at 6%.
BALLOTPEDIA RETIREMENT TRUST-64$2,019,241$409,856$6,404iApproximate average salary by contribution assumption: employee only about $160,100 at 4% or $106,733 at 6%; with 50% employer match about $106,733 at 4% or $71,156 at 6%; with 100% employer match about $80,050 at 4% or $53,367 at 6%.
2023161$1,689,644$359,833$5,899iApproximate average salary by contribution assumption: employee only about $147,473 at 4% or $98,315 at 6%; with 50% employer match about $98,315 at 4% or $65,543 at 6%; with 100% employer match about $73,736 at 4% or $49,158 at 6%.
BALLOTPEDIA RETIREMENT TRUST-61$1,689,644$359,833$5,899iApproximate average salary by contribution assumption: employee only about $147,473 at 4% or $98,315 at 6%; with 50% employer match about $98,315 at 4% or $65,543 at 6%; with 100% employer match about $73,736 at 4% or $49,158 at 6%.
2022150$1,200,313$203,632$4,073iApproximate average salary by contribution assumption: employee only about $101,816 at 4% or $67,877 at 6%; with 50% employer match about $67,877 at 4% or $45,252 at 6%; with 100% employer match about $50,908 at 4% or $33,939 at 6%.
BALLOTPEDIA RETIREMENT TRUST-50$1,200,313$203,632$4,073iApproximate average salary by contribution assumption: employee only about $101,816 at 4% or $67,877 at 6%; with 50% employer match about $67,877 at 4% or $45,252 at 6%; with 100% employer match about $50,908 at 4% or $33,939 at 6%.
2021141$1,256,840$170,871$4,168iApproximate average salary by contribution assumption: employee only about $104,190 at 4% or $69,460 at 6%; with 50% employer match about $69,460 at 4% or $46,307 at 6%; with 100% employer match about $52,095 at 4% or $34,730 at 6%.
BALLOTPEDIA RETIREMENT TRUST-41$1,256,840$170,871$4,168iApproximate average salary by contribution assumption: employee only about $104,190 at 4% or $69,460 at 6%; with 50% employer match about $69,460 at 4% or $46,307 at 6%; with 100% employer match about $52,095 at 4% or $34,730 at 6%.
2020137$959,284$149,985$4,054iApproximate average salary by contribution assumption: employee only about $101,341 at 4% or $67,561 at 6%; with 50% employer match about $67,561 at 4% or $45,041 at 6%; with 100% employer match about $50,671 at 4% or $33,780 at 6%.
BALLOTPEDIA RETIREMENT TRUST-37$959,284$149,985$4,054iApproximate average salary by contribution assumption: employee only about $101,341 at 4% or $67,561 at 6%; with 50% employer match about $67,561 at 4% or $45,041 at 6%; with 100% employer match about $50,671 at 4% or $33,780 at 6%.
2019134$702,770$156,179$4,594iApproximate average salary by contribution assumption: employee only about $114,838 at 4% or $76,558 at 6%; with 50% employer match about $76,558 at 4% or $51,039 at 6%; with 100% employer match about $57,419 at 4% or $38,279 at 6%.
BALLOTPEDIA RETIREMENT TRUST-34$702,770$156,179$4,594iApproximate average salary by contribution assumption: employee only about $114,838 at 4% or $76,558 at 6%; with 50% employer match about $76,558 at 4% or $51,039 at 6%; with 100% employer match about $57,419 at 4% or $38,279 at 6%.
2018129$451,477$146,863$5,064iApproximate average salary by contribution assumption: employee only about $126,606 at 4% or $84,404 at 6%; with 50% employer match about $84,404 at 4% or $56,269 at 6%; with 100% employer match about $63,303 at 4% or $42,202 at 6%.
BALLOTPEDIA RETIREMENT TRUST-29$451,477$146,863$5,064iApproximate average salary by contribution assumption: employee only about $126,606 at 4% or $84,404 at 6%; with 50% employer match about $84,404 at 4% or $56,269 at 6%; with 100% employer match about $63,303 at 4% or $42,202 at 6%.
2017128$354,492$127,780$4,564iApproximate average salary by contribution assumption: employee only about $114,089 at 4% or $76,060 at 6%; with 50% employer match about $76,060 at 4% or $50,706 at 6%; with 100% employer match about $57,045 at 4% or $38,030 at 6%.
BALLOTPEDIA RETIREMENT TRUST-28$354,492$127,780$4,564iApproximate average salary by contribution assumption: employee only about $114,089 at 4% or $76,060 at 6%; with 50% employer match about $76,060 at 4% or $50,706 at 6%; with 100% employer match about $57,045 at 4% or $38,030 at 6%.
2016120$208,663$29,060$1,453iApproximate average salary by contribution assumption: employee only about $36,325 at 4% or $24,217 at 6%; with 50% employer match about $24,217 at 4% or $16,144 at 6%; with 100% employer match about $18,163 at 4% or $12,108 at 6%.
BALLOTPEDIA RETIREMENT TRUST-20$208,663$29,060$1,453iApproximate average salary by contribution assumption: employee only about $36,325 at 4% or $24,217 at 6%; with 50% employer match about $24,217 at 4% or $16,144 at 6%; with 100% employer match about $18,163 at 4% or $12,108 at 6%.