Civic Intelligence

Loberg & Loberg

Plan context: Loberg & Loberg Profit Sharing Plan

EIN 30-0732606 • Ellsworth, WI • 8 filings • 3 plans

359 W Main StEllsworth, WI 54011-5087
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$2,394,294

2015 Contributions

$151,431

Historical Graphs

Total Assets Over Time

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

$2,394,294$1,197,147$0201220142015YearValue
$2,394,294Latest year 2015

Participants Over Time

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

530201220142015YearValue
5Latest year 2015

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
201525$2,394,294$151,431$30,286iApproximate average salary by contribution assumption: employee only about $757,155 at 4% or $504,770 at 6%; with 50% employer match about $504,770 at 4% or $336,513 at 6%; with 100% employer match about $378,578 at 4% or $252,385 at 6%.
Loberg & Loberg Profit Sharing Plan-5$1,559,835$90,862$18,172iApproximate average salary by contribution assumption: employee only about $454,310 at 4% or $302,873 at 6%; with 50% employer match about $302,873 at 4% or $201,916 at 6%; with 100% employer match about $227,155 at 4% or $151,437 at 6%.
Loberg & Loberg Money Purchase Plan-5$834,459$60,569$12,114iApproximate average salary by contribution assumption: employee only about $302,845 at 4% or $201,897 at 6%; with 50% employer match about $201,897 at 4% or $134,598 at 6%; with 100% employer match about $151,423 at 4% or $100,948 at 6%.
201424$2,211,527$146,850$36,713iApproximate average salary by contribution assumption: employee only about $917,813 at 4% or $611,875 at 6%; with 50% employer match about $611,875 at 4% or $407,917 at 6%; with 100% employer match about $458,906 at 4% or $305,938 at 6%.
Loberg & Loberg Profit Sharing Plan-4$1,449,323$88,110$22,028iApproximate average salary by contribution assumption: employee only about $550,688 at 4% or $367,125 at 6%; with 50% employer match about $367,125 at 4% or $244,750 at 6%; with 100% employer match about $275,344 at 4% or $183,563 at 6%.
Loberg & Loberg Money Purchase Plan-4$762,204$58,740$14,685iApproximate average salary by contribution assumption: employee only about $367,125 at 4% or $244,750 at 6%; with 50% employer match about $244,750 at 4% or $163,167 at 6%; with 100% employer match about $183,563 at 4% or $122,375 at 6%.
201324$2,038,511$103,037$25,759iApproximate average salary by contribution assumption: employee only about $643,981 at 4% or $429,321 at 6%; with 50% employer match about $429,321 at 4% or $286,214 at 6%; with 100% employer match about $321,991 at 4% or $214,660 at 6%.
Loberg & Loberg Money Purchase Plan-4$1,344,832$61,822$15,456iApproximate average salary by contribution assumption: employee only about $386,388 at 4% or $257,592 at 6%; with 50% employer match about $257,592 at 4% or $171,728 at 6%; with 100% employer match about $193,194 at 4% or $128,796 at 6%.
Loberg & Loberg Money Purchase Plan-4$693,679$41,215$10,304iApproximate average salary by contribution assumption: employee only about $257,594 at 4% or $171,729 at 6%; with 50% employer match about $171,729 at 4% or $114,486 at 6%; with 100% employer match about $128,797 at 4% or $85,865 at 6%.
201224$1,867,149$108,192$27,048iApproximate average salary by contribution assumption: employee only about $676,200 at 4% or $450,800 at 6%; with 50% employer match about $450,800 at 4% or $300,533 at 6%; with 100% employer match about $338,100 at 4% or $225,400 at 6%.
Loberg & Loberg Profit Sharing Plan-4$1,244,809$64,915$16,229iApproximate average salary by contribution assumption: employee only about $405,719 at 4% or $270,479 at 6%; with 50% employer match about $270,479 at 4% or $180,319 at 6%; with 100% employer match about $202,859 at 4% or $135,240 at 6%.
Loberg & Loberg Money Purchase Plan-4$622,340$43,277$10,819iApproximate average salary by contribution assumption: employee only about $270,481 at 4% or $180,321 at 6%; with 50% employer match about $180,321 at 4% or $120,214 at 6%; with 100% employer match about $135,241 at 4% or $90,160 at 6%.