Civic Intelligence

Ancilla Partners Inc

Plan context: Ancilla Partners Inc 401 K Profit Sharing Plan Trust

EIN 20-8225093 • Milwaukee, WI • 16 filings • 3 plans

PO Box 170822Milwaukee, WI 53217-8076
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$336,469

2024 Contributions

$45,300

Historical Graphs

Total Assets Over Time

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

$336,469$168,235$0200920172024YearValue
$336,469Latest year 2024

Participants Over Time

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

840200920172024YearValue
8Latest 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
202418$336,469$45,300$5,663iApproximate average salary by contribution assumption: employee only about $141,563 at 4% or $94,375 at 6%; with 50% employer match about $94,375 at 4% or $62,917 at 6%; with 100% employer match about $70,781 at 4% or $47,188 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-8$336,469$45,300$5,663iApproximate average salary by contribution assumption: employee only about $141,563 at 4% or $94,375 at 6%; with 50% employer match about $94,375 at 4% or $62,917 at 6%; with 100% employer match about $70,781 at 4% or $47,188 at 6%.
202317$262,220$31,380$4,483iApproximate average salary by contribution assumption: employee only about $112,071 at 4% or $74,714 at 6%; with 50% employer match about $74,714 at 4% or $49,810 at 6%; with 100% employer match about $56,036 at 4% or $37,357 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-7$262,220$31,380$4,483iApproximate average salary by contribution assumption: employee only about $112,071 at 4% or $74,714 at 6%; with 50% employer match about $74,714 at 4% or $49,810 at 6%; with 100% employer match about $56,036 at 4% or $37,357 at 6%.
202217$204,261$22,809$3,258iApproximate average salary by contribution assumption: employee only about $81,461 at 4% or $54,307 at 6%; with 50% employer match about $54,307 at 4% or $36,205 at 6%; with 100% employer match about $40,730 at 4% or $27,154 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-7$204,261$22,809$3,258iApproximate average salary by contribution assumption: employee only about $81,461 at 4% or $54,307 at 6%; with 50% employer match about $54,307 at 4% or $36,205 at 6%; with 100% employer match about $40,730 at 4% or $27,154 at 6%.
202116$226,607$16,370$2,728iApproximate average salary by contribution assumption: employee only about $68,208 at 4% or $45,472 at 6%; with 50% employer match about $45,472 at 4% or $30,315 at 6%; with 100% employer match about $34,104 at 4% or $22,736 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-6$226,607$16,370$2,728iApproximate average salary by contribution assumption: employee only about $68,208 at 4% or $45,472 at 6%; with 50% employer match about $45,472 at 4% or $30,315 at 6%; with 100% employer match about $34,104 at 4% or $22,736 at 6%.
202016$183,809$16,303$2,717iApproximate average salary by contribution assumption: employee only about $67,929 at 4% or $45,286 at 6%; with 50% employer match about $45,286 at 4% or $30,191 at 6%; with 100% employer match about $33,965 at 4% or $22,643 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-6$183,809$16,303$2,717iApproximate average salary by contribution assumption: employee only about $67,929 at 4% or $45,286 at 6%; with 50% employer match about $45,286 at 4% or $30,191 at 6%; with 100% employer match about $33,965 at 4% or $22,643 at 6%.
201915$142,608$20,102$4,020iApproximate average salary by contribution assumption: employee only about $100,510 at 4% or $67,007 at 6%; with 50% employer match about $67,007 at 4% or $44,671 at 6%; with 100% employer match about $50,255 at 4% or $33,503 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-5$142,608$20,102$4,020iApproximate average salary by contribution assumption: employee only about $100,510 at 4% or $67,007 at 6%; with 50% employer match about $67,007 at 4% or $44,671 at 6%; with 100% employer match about $50,255 at 4% or $33,503 at 6%.
201815$129,719$20,534$4,107iApproximate average salary by contribution assumption: employee only about $102,670 at 4% or $68,447 at 6%; with 50% employer match about $68,447 at 4% or $45,631 at 6%; with 100% employer match about $51,335 at 4% or $34,223 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-5$129,719$20,534$4,107iApproximate average salary by contribution assumption: employee only about $102,670 at 4% or $68,447 at 6%; with 50% employer match about $68,447 at 4% or $45,631 at 6%; with 100% employer match about $51,335 at 4% or $34,223 at 6%.
201716$158,724$27,320$4,553iApproximate average salary by contribution assumption: employee only about $113,833 at 4% or $75,889 at 6%; with 50% employer match about $75,889 at 4% or $50,593 at 6%; with 100% employer match about $56,917 at 4% or $37,944 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-6$158,724$27,320$4,553iApproximate average salary by contribution assumption: employee only about $113,833 at 4% or $75,889 at 6%; with 50% employer match about $75,889 at 4% or $50,593 at 6%; with 100% employer match about $56,917 at 4% or $37,944 at 6%.
201615$112,230$22,558$4,512iApproximate average salary by contribution assumption: employee only about $112,790 at 4% or $75,193 at 6%; with 50% employer match about $75,193 at 4% or $50,129 at 6%; with 100% employer match about $56,395 at 4% or $37,597 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-5$112,230$22,558$4,512iApproximate average salary by contribution assumption: employee only about $112,790 at 4% or $75,193 at 6%; with 50% employer match about $75,193 at 4% or $50,129 at 6%; with 100% employer match about $56,395 at 4% or $37,597 at 6%.
201514$86,874$33,047$8,262iApproximate average salary by contribution assumption: employee only about $206,544 at 4% or $137,696 at 6%; with 50% employer match about $137,696 at 4% or $91,797 at 6%; with 100% employer match about $103,272 at 4% or $68,848 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-4$86,874$33,047$8,262iApproximate average salary by contribution assumption: employee only about $206,544 at 4% or $137,696 at 6%; with 50% employer match about $137,696 at 4% or $91,797 at 6%; with 100% employer match about $103,272 at 4% or $68,848 at 6%.
201413$53,985$12,077$4,026iApproximate average salary by contribution assumption: employee only about $100,642 at 4% or $67,094 at 6%; with 50% employer match about $67,094 at 4% or $44,730 at 6%; with 100% employer match about $50,321 at 4% or $33,547 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-3$53,985$12,077$4,026iApproximate average salary by contribution assumption: employee only about $100,642 at 4% or $67,094 at 6%; with 50% employer match about $67,094 at 4% or $44,730 at 6%; with 100% employer match about $50,321 at 4% or $33,547 at 6%.
201313$47,447$13,233$4,411iApproximate average salary by contribution assumption: employee only about $110,275 at 4% or $73,517 at 6%; with 50% employer match about $73,517 at 4% or $49,011 at 6%; with 100% employer match about $55,138 at 4% or $36,758 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-3$47,447$13,233$4,411iApproximate average salary by contribution assumption: employee only about $110,275 at 4% or $73,517 at 6%; with 50% employer match about $73,517 at 4% or $49,011 at 6%; with 100% employer match about $55,138 at 4% or $36,758 at 6%.
201213$28,173$11,027$3,676iApproximate average salary by contribution assumption: employee only about $91,892 at 4% or $61,261 at 6%; with 50% employer match about $61,261 at 4% or $40,841 at 6%; with 100% employer match about $45,946 at 4% or $30,631 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-3$28,173$11,027$3,676iApproximate average salary by contribution assumption: employee only about $91,892 at 4% or $61,261 at 6%; with 50% employer match about $61,261 at 4% or $40,841 at 6%; with 100% employer match about $45,946 at 4% or $30,631 at 6%.
201112$14,628$5,214$2,607iApproximate average salary by contribution assumption: employee only about $65,175 at 4% or $43,450 at 6%; with 50% employer match about $43,450 at 4% or $28,967 at 6%; with 100% employer match about $32,588 at 4% or $21,725 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-2$14,628$5,214$2,607iApproximate average salary by contribution assumption: employee only about $65,175 at 4% or $43,450 at 6%; with 50% employer match about $43,450 at 4% or $28,967 at 6%; with 100% employer match about $32,588 at 4% or $21,725 at 6%.
201011$10,178$4,218$4,218iApproximate average salary by contribution assumption: employee only about $105,450 at 4% or $70,300 at 6%; with 50% employer match about $70,300 at 4% or $46,867 at 6%; with 100% employer match about $52,725 at 4% or $35,150 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-1$10,178$4,218$4,218iApproximate average salary by contribution assumption: employee only about $105,450 at 4% or $70,300 at 6%; with 50% employer match about $70,300 at 4% or $46,867 at 6%; with 100% employer match about $52,725 at 4% or $35,150 at 6%.
200911$4,666$3,844$3,844iApproximate average salary by contribution assumption: employee only about $96,100 at 4% or $64,067 at 6%; with 50% employer match about $64,067 at 4% or $42,711 at 6%; with 100% employer match about $48,050 at 4% or $32,033 at 6%.
Ancilla Partners Inc 401 K Profit Sharing Plan Trust-1$4,666$3,844$3,844iApproximate average salary by contribution assumption: employee only about $96,100 at 4% or $64,067 at 6%; with 50% employer match about $64,067 at 4% or $42,711 at 6%; with 100% employer match about $48,050 at 4% or $32,033 at 6%.