Straight Forward of Wisconsin
Plan context: Straight Forward 401(K) Retirement Plan
EIN 26-4767878 • Sauk City, WI • 5 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
26
2018 Assets
$116,744
2018 Contributions
$263,025
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 2 | 26 | $116,744 | $263,025 | $10,116iApproximate average salary by contribution assumption: employee only about $252,909 at 4% or $168,606 at 6%; with 50% employer match about $168,606 at 4% or $112,404 at 6%; with 100% employer match about $126,454 at 4% or $84,303 at 6%. |
| Straight Forward 401(K) Retirement Plan | - | 26 | $116,744 | $257,890 | $9,919iApproximate average salary by contribution assumption: employee only about $247,971 at 4% or $165,314 at 6%; with 50% employer match about $165,314 at 4% or $110,209 at 6%; with 100% employer match about $123,986 at 4% or $82,657 at 6%. |
| Straight Forward 401(K) Retirement Plan | - | 0 | $0 | $5,135 | - |
| 2017 | 1 | 55 | $153,035 | $72,093 | $1,311iApproximate average salary by contribution assumption: employee only about $32,770 at 4% or $21,846 at 6%; with 50% employer match about $21,846 at 4% or $14,564 at 6%; with 100% employer match about $16,385 at 4% or $10,923 at 6%. |
| Straight Forward 401(K) Retirement Plan | - | 55 | $153,035 | $72,093 | $1,311iApproximate average salary by contribution assumption: employee only about $32,770 at 4% or $21,846 at 6%; with 50% employer match about $21,846 at 4% or $14,564 at 6%; with 100% employer match about $16,385 at 4% or $10,923 at 6%. |
| 2016 | 1 | 49 | $75,141 | $69,140 | $1,411iApproximate average salary by contribution assumption: employee only about $35,276 at 4% or $23,517 at 6%; with 50% employer match about $23,517 at 4% or $15,678 at 6%; with 100% employer match about $17,638 at 4% or $11,759 at 6%. |
| Straight Forward 401(K) Retirement Plan | - | 49 | $75,141 | $69,140 | $1,411iApproximate average salary by contribution assumption: employee only about $35,276 at 4% or $23,517 at 6%; with 50% employer match about $23,517 at 4% or $15,678 at 6%; with 100% employer match about $17,638 at 4% or $11,759 at 6%. |
| 2015 | 1 | 13 | $6,436 | $6,636 | $510iApproximate average salary by contribution assumption: employee only about $12,762 at 4% or $8,508 at 6%; with 50% employer match about $8,508 at 4% or $5,672 at 6%; with 100% employer match about $6,381 at 4% or $4,254 at 6%. |
| Straight Forward 401(K) Retirement Plan | - | 13 | $6,436 | $6,636 | $510iApproximate average salary by contribution assumption: employee only about $12,762 at 4% or $8,508 at 6%; with 50% employer match about $8,508 at 4% or $5,672 at 6%; with 100% employer match about $6,381 at 4% or $4,254 at 6%. |