Civic Intelligence

Denali Wealth Management Inc

Plan context: Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust

EIN 27-1701487 • Mequon, WI • 13 filings • 2 plans

1325 W Towne Square RdMequon, WI 53092
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$791,432

2025 Contributions

$131,121

Historical Graphs

Total Assets Over Time

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

$1,332,665$666,333$0201320192025YearValue
$791,432Latest year 2025

Participants Over Time

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

630201320192025YearValue
6Latest 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
202516$791,432$131,121$21,854iApproximate average salary by contribution assumption: employee only about $546,338 at 4% or $364,225 at 6%; with 50% employer match about $364,225 at 4% or $242,817 at 6%; with 100% employer match about $273,169 at 4% or $182,113 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-6$791,432$131,121$21,854iApproximate average salary by contribution assumption: employee only about $546,338 at 4% or $364,225 at 6%; with 50% employer match about $364,225 at 4% or $242,817 at 6%; with 100% employer match about $273,169 at 4% or $182,113 at 6%.
202416$1,332,665$126,908$21,151iApproximate average salary by contribution assumption: employee only about $528,783 at 4% or $352,522 at 6%; with 50% employer match about $352,522 at 4% or $235,015 at 6%; with 100% employer match about $264,392 at 4% or $176,261 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-6$1,332,665$126,908$21,151iApproximate average salary by contribution assumption: employee only about $528,783 at 4% or $352,522 at 6%; with 50% employer match about $352,522 at 4% or $235,015 at 6%; with 100% employer match about $264,392 at 4% or $176,261 at 6%.
202315$1,017,286$112,788$22,558iApproximate average salary by contribution assumption: employee only about $563,940 at 4% or $375,960 at 6%; with 50% employer match about $375,960 at 4% or $250,640 at 6%; with 100% employer match about $281,970 at 4% or $187,980 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$1,017,286$112,788$22,558iApproximate average salary by contribution assumption: employee only about $563,940 at 4% or $375,960 at 6%; with 50% employer match about $375,960 at 4% or $250,640 at 6%; with 100% employer match about $281,970 at 4% or $187,980 at 6%.
202215$739,318$106,283$21,257iApproximate average salary by contribution assumption: employee only about $531,415 at 4% or $354,277 at 6%; with 50% employer match about $354,277 at 4% or $236,184 at 6%; with 100% employer match about $265,708 at 4% or $177,138 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$739,318$106,283$21,257iApproximate average salary by contribution assumption: employee only about $531,415 at 4% or $354,277 at 6%; with 50% employer match about $354,277 at 4% or $236,184 at 6%; with 100% employer match about $265,708 at 4% or $177,138 at 6%.
202115$801,494$103,122$20,624iApproximate average salary by contribution assumption: employee only about $515,610 at 4% or $343,740 at 6%; with 50% employer match about $343,740 at 4% or $229,160 at 6%; with 100% employer match about $257,805 at 4% or $171,870 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$801,494$103,122$20,624iApproximate average salary by contribution assumption: employee only about $515,610 at 4% or $343,740 at 6%; with 50% employer match about $343,740 at 4% or $229,160 at 6%; with 100% employer match about $257,805 at 4% or $171,870 at 6%.
202015$580,406$96,504$19,301iApproximate average salary by contribution assumption: employee only about $482,520 at 4% or $321,680 at 6%; with 50% employer match about $321,680 at 4% or $214,453 at 6%; with 100% employer match about $241,260 at 4% or $160,840 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$580,406$96,504$19,301iApproximate average salary by contribution assumption: employee only about $482,520 at 4% or $321,680 at 6%; with 50% employer match about $321,680 at 4% or $214,453 at 6%; with 100% employer match about $241,260 at 4% or $160,840 at 6%.
201915$547,222$87,148$17,430iApproximate average salary by contribution assumption: employee only about $435,740 at 4% or $290,493 at 6%; with 50% employer match about $290,493 at 4% or $193,662 at 6%; with 100% employer match about $217,870 at 4% or $145,247 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$547,222$87,148$17,430iApproximate average salary by contribution assumption: employee only about $435,740 at 4% or $290,493 at 6%; with 50% employer match about $290,493 at 4% or $193,662 at 6%; with 100% employer match about $217,870 at 4% or $145,247 at 6%.
201815$350,836$86,523$17,305iApproximate average salary by contribution assumption: employee only about $432,615 at 4% or $288,410 at 6%; with 50% employer match about $288,410 at 4% or $192,273 at 6%; with 100% employer match about $216,307 at 4% or $144,205 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$350,836$86,523$17,305iApproximate average salary by contribution assumption: employee only about $432,615 at 4% or $288,410 at 6%; with 50% employer match about $288,410 at 4% or $192,273 at 6%; with 100% employer match about $216,307 at 4% or $144,205 at 6%.
201715$297,588$74,177$14,835iApproximate average salary by contribution assumption: employee only about $370,885 at 4% or $247,257 at 6%; with 50% employer match about $247,257 at 4% or $164,838 at 6%; with 100% employer match about $185,443 at 4% or $123,628 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$297,588$74,177$14,835iApproximate average salary by contribution assumption: employee only about $370,885 at 4% or $247,257 at 6%; with 50% employer match about $247,257 at 4% or $164,838 at 6%; with 100% employer match about $185,443 at 4% or $123,628 at 6%.
201615$284,847$75,992$15,198iApproximate average salary by contribution assumption: employee only about $379,960 at 4% or $253,307 at 6%; with 50% employer match about $253,307 at 4% or $168,871 at 6%; with 100% employer match about $189,980 at 4% or $126,653 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$284,847$75,992$15,198iApproximate average salary by contribution assumption: employee only about $379,960 at 4% or $253,307 at 6%; with 50% employer match about $253,307 at 4% or $168,871 at 6%; with 100% employer match about $189,980 at 4% or $126,653 at 6%.
201515$184,645$68,804$13,761iApproximate average salary by contribution assumption: employee only about $344,020 at 4% or $229,347 at 6%; with 50% employer match about $229,347 at 4% or $152,898 at 6%; with 100% employer match about $172,010 at 4% or $114,673 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-5$184,645$68,804$13,761iApproximate average salary by contribution assumption: employee only about $344,020 at 4% or $229,347 at 6%; with 50% employer match about $229,347 at 4% or $152,898 at 6%; with 100% employer match about $172,010 at 4% or $114,673 at 6%.
201414$118,733$64,801$16,200iApproximate average salary by contribution assumption: employee only about $405,006 at 4% or $270,004 at 6%; with 50% employer match about $270,004 at 4% or $180,003 at 6%; with 100% employer match about $202,503 at 4% or $135,002 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-4$118,733$64,801$16,200iApproximate average salary by contribution assumption: employee only about $405,006 at 4% or $270,004 at 6%; with 50% employer match about $270,004 at 4% or $180,003 at 6%; with 100% employer match about $202,503 at 4% or $135,002 at 6%.
201313$48,437$43,987$14,662iApproximate average salary by contribution assumption: employee only about $366,558 at 4% or $244,372 at 6%; with 50% employer match about $244,372 at 4% or $162,915 at 6%; with 100% employer match about $183,279 at 4% or $122,186 at 6%.
Denali Wealth Management Inc 401(K) Profit Sharing Plan & Trust-3$48,437$43,987$14,662iApproximate average salary by contribution assumption: employee only about $366,558 at 4% or $244,372 at 6%; with 50% employer match about $244,372 at 4% or $162,915 at 6%; with 100% employer match about $183,279 at 4% or $122,186 at 6%.