Civic Intelligence

Kerntke Otto Mcglone Wealth Management Group LLC

Plan context: Kerntke Otto Mcglone Wealth Management Group 401(K) Plan

EIN 20-8445689 • Appleton, WI • 12 filings • 4 plans

3601 E Evergreen DrSuite 100Appleton, WI 54913
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$1,120,646

2024 Contributions

$457,094

Historical Graphs

Total Assets Over Time

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

$2,257,176$1,128,588$0201320192024YearValue
$1,120,646Latest year 2024

Participants Over Time

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

1890201320192024YearValue
14Latest 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
2024114$1,120,646$457,094$32,650iApproximate average salary by contribution assumption: employee only about $816,239 at 4% or $544,160 at 6%; with 50% employer match about $544,160 at 4% or $362,773 at 6%; with 100% employer match about $408,120 at 4% or $272,080 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-14$1,120,646$457,094$32,650iApproximate average salary by contribution assumption: employee only about $816,239 at 4% or $544,160 at 6%; with 50% employer match about $544,160 at 4% or $362,773 at 6%; with 100% employer match about $408,120 at 4% or $272,080 at 6%.
2023114$1,502,012$223,493$15,964iApproximate average salary by contribution assumption: employee only about $399,095 at 4% or $266,063 at 6%; with 50% employer match about $266,063 at 4% or $177,375 at 6%; with 100% employer match about $199,547 at 4% or $133,032 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-14$1,502,012$223,493$15,964iApproximate average salary by contribution assumption: employee only about $399,095 at 4% or $266,063 at 6%; with 50% employer match about $266,063 at 4% or $177,375 at 6%; with 100% employer match about $199,547 at 4% or $133,032 at 6%.
2022113$1,095,947$257,668$19,821iApproximate average salary by contribution assumption: employee only about $495,515 at 4% or $330,344 at 6%; with 50% employer match about $330,344 at 4% or $220,229 at 6%; with 100% employer match about $247,758 at 4% or $165,172 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-13$1,095,947$257,668$19,821iApproximate average salary by contribution assumption: employee only about $495,515 at 4% or $330,344 at 6%; with 50% employer match about $330,344 at 4% or $220,229 at 6%; with 100% employer match about $247,758 at 4% or $165,172 at 6%.
2021112$1,089,379$229,443$19,120iApproximate average salary by contribution assumption: employee only about $478,006 at 4% or $318,671 at 6%; with 50% employer match about $318,671 at 4% or $212,447 at 6%; with 100% employer match about $239,003 at 4% or $159,335 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-12$1,089,379$229,443$19,120iApproximate average salary by contribution assumption: employee only about $478,006 at 4% or $318,671 at 6%; with 50% employer match about $318,671 at 4% or $212,447 at 6%; with 100% employer match about $239,003 at 4% or $159,335 at 6%.
2020118$2,257,176$189,972$10,554iApproximate average salary by contribution assumption: employee only about $263,850 at 4% or $175,900 at 6%; with 50% employer match about $175,900 at 4% or $117,267 at 6%; with 100% employer match about $131,925 at 4% or $87,950 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-18$2,257,176$189,972$10,554iApproximate average salary by contribution assumption: employee only about $263,850 at 4% or $175,900 at 6%; with 50% employer match about $175,900 at 4% or $117,267 at 6%; with 100% employer match about $131,925 at 4% or $87,950 at 6%.
2019114$1,911,489$209,892$14,992iApproximate average salary by contribution assumption: employee only about $374,807 at 4% or $249,871 at 6%; with 50% employer match about $249,871 at 4% or $166,581 at 6%; with 100% employer match about $187,404 at 4% or $124,936 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-14$1,911,489$209,892$14,992iApproximate average salary by contribution assumption: employee only about $374,807 at 4% or $249,871 at 6%; with 50% employer match about $249,871 at 4% or $166,581 at 6%; with 100% employer match about $187,404 at 4% or $124,936 at 6%.
2018113$1,566,602$219,910$16,916iApproximate average salary by contribution assumption: employee only about $422,904 at 4% or $281,936 at 6%; with 50% employer match about $281,936 at 4% or $187,957 at 6%; with 100% employer match about $211,452 at 4% or $140,968 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-13$1,566,602$219,910$16,916iApproximate average salary by contribution assumption: employee only about $422,904 at 4% or $281,936 at 6%; with 50% employer match about $281,936 at 4% or $187,957 at 6%; with 100% employer match about $211,452 at 4% or $140,968 at 6%.
2017111$1,431,120$237,134$21,558iApproximate average salary by contribution assumption: employee only about $538,941 at 4% or $359,294 at 6%; with 50% employer match about $359,294 at 4% or $239,529 at 6%; with 100% employer match about $269,470 at 4% or $179,647 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-11$1,431,120$237,134$21,558iApproximate average salary by contribution assumption: employee only about $538,941 at 4% or $359,294 at 6%; with 50% employer match about $359,294 at 4% or $239,529 at 6%; with 100% employer match about $269,470 at 4% or $179,647 at 6%.
2016110$1,054,168$321,654$32,165iApproximate average salary by contribution assumption: employee only about $804,135 at 4% or $536,090 at 6%; with 50% employer match about $536,090 at 4% or $357,393 at 6%; with 100% employer match about $402,068 at 4% or $268,045 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-10$1,054,168$321,654$32,165iApproximate average salary by contribution assumption: employee only about $804,135 at 4% or $536,090 at 6%; with 50% employer match about $536,090 at 4% or $357,393 at 6%; with 100% employer match about $402,068 at 4% or $268,045 at 6%.
201518$666,658$414,940$51,868iApproximate average salary by contribution assumption: employee only about $1,296,688 at 4% or $864,458 at 6%; with 50% employer match about $864,458 at 4% or $576,306 at 6%; with 100% employer match about $648,344 at 4% or $432,229 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-8$666,658$414,940$51,868iApproximate average salary by contribution assumption: employee only about $1,296,688 at 4% or $864,458 at 6%; with 50% employer match about $864,458 at 4% or $576,306 at 6%; with 100% employer match about $648,344 at 4% or $432,229 at 6%.
201418$311,371$172,279$21,535iApproximate average salary by contribution assumption: employee only about $538,372 at 4% or $358,915 at 6%; with 50% employer match about $358,915 at 4% or $239,276 at 6%; with 100% employer match about $269,186 at 4% or $179,457 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-8$311,371$172,279$21,535iApproximate average salary by contribution assumption: employee only about $538,372 at 4% or $358,915 at 6%; with 50% employer match about $358,915 at 4% or $239,276 at 6%; with 100% employer match about $269,186 at 4% or $179,457 at 6%.
201318$119,771$112,036$14,005iApproximate average salary by contribution assumption: employee only about $350,113 at 4% or $233,408 at 6%; with 50% employer match about $233,408 at 4% or $155,606 at 6%; with 100% employer match about $175,056 at 4% or $116,704 at 6%.
Kerntke Otto Mcglone Wealth Management Group 401(K) Plan-8$119,771$112,036$14,005iApproximate average salary by contribution assumption: employee only about $350,113 at 4% or $233,408 at 6%; with 50% employer match about $233,408 at 4% or $155,606 at 6%; with 100% employer match about $175,056 at 4% or $116,704 at 6%.