Civic Intelligence

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

Plan context: STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN

EIN 26-1622283 • Little Chute, WI • 10 filings • 1 plans

107 W Main StLittle Chute, WI 54140
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,018,959

2025 Contributions

$252,082

Historical Graphs

Total Assets Over Time

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

$1,608,100$804,050$0201620212025YearValue
$1,018,959Latest year 2025

Participants Over Time

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

1370201620212025YearValue
13Latest year 2025

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
2025113$1,018,959$252,082$19,391iApproximate average salary by contribution assumption: employee only about $484,773 at 4% or $323,182 at 6%; with 50% employer match about $323,182 at 4% or $215,455 at 6%; with 100% employer match about $242,387 at 4% or $161,591 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-13$1,018,959$252,082$19,391iApproximate average salary by contribution assumption: employee only about $484,773 at 4% or $323,182 at 6%; with 50% employer match about $323,182 at 4% or $215,455 at 6%; with 100% employer match about $242,387 at 4% or $161,591 at 6%.
2024112$684,740$298,465$24,872iApproximate average salary by contribution assumption: employee only about $621,802 at 4% or $414,535 at 6%; with 50% employer match about $414,535 at 4% or $276,356 at 6%; with 100% employer match about $310,901 at 4% or $207,267 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-12$684,740$298,465$24,872iApproximate average salary by contribution assumption: employee only about $621,802 at 4% or $414,535 at 6%; with 50% employer match about $414,535 at 4% or $276,356 at 6%; with 100% employer match about $310,901 at 4% or $207,267 at 6%.
2023112$564,774$278,527$23,211iApproximate average salary by contribution assumption: employee only about $580,265 at 4% or $386,843 at 6%; with 50% employer match about $386,843 at 4% or $257,895 at 6%; with 100% employer match about $290,132 at 4% or $193,422 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-12$564,774$278,527$23,211iApproximate average salary by contribution assumption: employee only about $580,265 at 4% or $386,843 at 6%; with 50% employer match about $386,843 at 4% or $257,895 at 6%; with 100% employer match about $290,132 at 4% or $193,422 at 6%.
2022113$1,608,100$267,528$20,579iApproximate average salary by contribution assumption: employee only about $514,477 at 4% or $342,985 at 6%; with 50% employer match about $342,985 at 4% or $228,656 at 6%; with 100% employer match about $257,238 at 4% or $171,492 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-13$1,608,100$267,528$20,579iApproximate average salary by contribution assumption: employee only about $514,477 at 4% or $342,985 at 6%; with 50% employer match about $342,985 at 4% or $228,656 at 6%; with 100% employer match about $257,238 at 4% or $171,492 at 6%.
2021113$1,449,732$226,828$17,448iApproximate average salary by contribution assumption: employee only about $436,208 at 4% or $290,805 at 6%; with 50% employer match about $290,805 at 4% or $193,870 at 6%; with 100% employer match about $218,104 at 4% or $145,403 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-13$1,449,732$226,828$17,448iApproximate average salary by contribution assumption: employee only about $436,208 at 4% or $290,805 at 6%; with 50% employer match about $290,805 at 4% or $193,870 at 6%; with 100% employer match about $218,104 at 4% or $145,403 at 6%.
2020110$1,219,683$209,301$20,930iApproximate average salary by contribution assumption: employee only about $523,252 at 4% or $348,835 at 6%; with 50% employer match about $348,835 at 4% or $232,557 at 6%; with 100% employer match about $261,626 at 4% or $174,418 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-10$1,219,683$209,301$20,930iApproximate average salary by contribution assumption: employee only about $523,252 at 4% or $348,835 at 6%; with 50% employer match about $348,835 at 4% or $232,557 at 6%; with 100% employer match about $261,626 at 4% or $174,418 at 6%.
201918$795,234$188,616$23,577iApproximate average salary by contribution assumption: employee only about $589,425 at 4% or $392,950 at 6%; with 50% employer match about $392,950 at 4% or $261,967 at 6%; with 100% employer match about $294,713 at 4% or $196,475 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-8$795,234$188,616$23,577iApproximate average salary by contribution assumption: employee only about $589,425 at 4% or $392,950 at 6%; with 50% employer match about $392,950 at 4% or $261,967 at 6%; with 100% employer match about $294,713 at 4% or $196,475 at 6%.
201816$482,224$157,573$26,262iApproximate average salary by contribution assumption: employee only about $656,554 at 4% or $437,703 at 6%; with 50% employer match about $437,703 at 4% or $291,802 at 6%; with 100% employer match about $328,277 at 4% or $218,851 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-6$482,224$157,573$26,262iApproximate average salary by contribution assumption: employee only about $656,554 at 4% or $437,703 at 6%; with 50% employer match about $437,703 at 4% or $291,802 at 6%; with 100% employer match about $328,277 at 4% or $218,851 at 6%.
201716$362,876$155,177$25,863iApproximate average salary by contribution assumption: employee only about $646,571 at 4% or $431,047 at 6%; with 50% employer match about $431,047 at 4% or $287,365 at 6%; with 100% employer match about $323,285 at 4% or $215,524 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-6$362,876$155,177$25,863iApproximate average salary by contribution assumption: employee only about $646,571 at 4% or $431,047 at 6%; with 50% employer match about $431,047 at 4% or $287,365 at 6%; with 100% employer match about $323,285 at 4% or $215,524 at 6%.
201616$178,446$177,573$29,596iApproximate average salary by contribution assumption: employee only about $739,888 at 4% or $493,258 at 6%; with 50% employer match about $493,258 at 4% or $328,839 at 6%; with 100% employer match about $369,944 at 4% or $246,629 at 6%.
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC 401(K) PLAN-6$178,446$177,573$29,596iApproximate average salary by contribution assumption: employee only about $739,888 at 4% or $493,258 at 6%; with 50% employer match about $493,258 at 4% or $328,839 at 6%; with 100% employer match about $369,944 at 4% or $246,629 at 6%.