Civic Intelligence

Thun Financial Advisors LLC

Plan context: Thun Financial Advisors LLC 401 K Profit Sharing Plan Trust

EIN 26-2094881 • Madison, WI • 7 filings • 3 plans

3330 University AvenueSuite 316Madison, WI 53705
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$597,367

2019 Contributions

$126,948

Historical Graphs

Total Assets Over Time

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

$597,367$298,684$0201320162019YearValue
$597,367Latest year 2019

Participants Over Time

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

740201320162019YearValue
7Latest year 2019

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
201917$597,367$126,948$18,135iApproximate average salary by contribution assumption: employee only about $453,386 at 4% or $302,257 at 6%; with 50% employer match about $302,257 at 4% or $201,505 at 6%; with 100% employer match about $226,693 at 4% or $151,129 at 6%.
Thun Financial Advisors LLC 401 K Profit Sharing Plan Trust-7$597,367$126,948$18,135iApproximate average salary by contribution assumption: employee only about $453,386 at 4% or $302,257 at 6%; with 50% employer match about $302,257 at 4% or $201,505 at 6%; with 100% employer match about $226,693 at 4% or $151,129 at 6%.
201816$389,481$120,473$20,079iApproximate average salary by contribution assumption: employee only about $501,971 at 4% or $334,647 at 6%; with 50% employer match about $334,647 at 4% or $223,098 at 6%; with 100% employer match about $250,985 at 4% or $167,324 at 6%.
Thun Financial Advisors LLC 401 K Profit Sharing Plan Trust-6$389,481$120,473$20,079iApproximate average salary by contribution assumption: employee only about $501,971 at 4% or $334,647 at 6%; with 50% employer match about $334,647 at 4% or $223,098 at 6%; with 100% employer match about $250,985 at 4% or $167,324 at 6%.
201715$307,086$85,338$17,068iApproximate average salary by contribution assumption: employee only about $426,690 at 4% or $284,460 at 6%; with 50% employer match about $284,460 at 4% or $189,640 at 6%; with 100% employer match about $213,345 at 4% or $142,230 at 6%.
Thun Financial Advisors LLC 401 K Profit Sharing Plan Trust-5$307,086$85,338$17,068iApproximate average salary by contribution assumption: employee only about $426,690 at 4% or $284,460 at 6%; with 50% employer match about $284,460 at 4% or $189,640 at 6%; with 100% employer match about $213,345 at 4% or $142,230 at 6%.
201615$200,845$79,268$15,854iApproximate average salary by contribution assumption: employee only about $396,340 at 4% or $264,227 at 6%; with 50% employer match about $264,227 at 4% or $176,151 at 6%; with 100% employer match about $198,170 at 4% or $132,113 at 6%.
Thun Financial Advisors LLC 401 K Profit Sharing Plan Trust-5$200,845$79,268$15,854iApproximate average salary by contribution assumption: employee only about $396,340 at 4% or $264,227 at 6%; with 50% employer match about $264,227 at 4% or $176,151 at 6%; with 100% employer match about $198,170 at 4% or $132,113 at 6%.
201516$112,281$50,519$8,420iApproximate average salary by contribution assumption: employee only about $210,496 at 4% or $140,331 at 6%; with 50% employer match about $140,331 at 4% or $93,554 at 6%; with 100% employer match about $105,248 at 4% or $70,165 at 6%.
Thun Financial Advisors LLC 401 K Profit Sharing Plan Trust-6$112,281$50,519$8,420iApproximate average salary by contribution assumption: employee only about $210,496 at 4% or $140,331 at 6%; with 50% employer match about $140,331 at 4% or $93,554 at 6%; with 100% employer match about $105,248 at 4% or $70,165 at 6%.
201412$63,847$29,547$14,774iApproximate average salary by contribution assumption: employee only about $369,338 at 4% or $246,225 at 6%; with 50% employer match about $246,225 at 4% or $164,150 at 6%; with 100% employer match about $184,669 at 4% or $123,113 at 6%.
Thun Financial Advisors LLC 401 K Profit Sharing Plan Trust-2$63,847$29,547$14,774iApproximate average salary by contribution assumption: employee only about $369,338 at 4% or $246,225 at 6%; with 50% employer match about $246,225 at 4% or $164,150 at 6%; with 100% employer match about $184,669 at 4% or $123,113 at 6%.
201312$32,745$31,145$15,573iApproximate average salary by contribution assumption: employee only about $389,313 at 4% or $259,542 at 6%; with 50% employer match about $259,542 at 4% or $173,028 at 6%; with 100% employer match about $194,656 at 4% or $129,771 at 6%.
Thun Financial Advisors LLC 401 K Profit Sharing Plan Trust-2$32,745$31,145$15,573iApproximate average salary by contribution assumption: employee only about $389,313 at 4% or $259,542 at 6%; with 50% employer match about $259,542 at 4% or $173,028 at 6%; with 100% employer match about $194,656 at 4% or $129,771 at 6%.