Civic Intelligence

Egermier Wealth Group

Plan context: Egermier Wealth Group 401(K) Profit Sharing Plan & Trust

EIN 33-0996874 • Omaha, NE • 6 filings • 1 plans

15606 Elm Street, Suite 103Omaha, NE 68130
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$834,321

2024 Contributions

$115,600

Historical Graphs

Total Assets Over Time

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

$834,321$417,161$0201920222024YearValue
$834,321Latest year 2024

Participants Over Time

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

530201920222024YearValue
5Latest year 2024

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
202415$834,321$115,600$23,120iApproximate average salary by contribution assumption: employee only about $578,000 at 4% or $385,333 at 6%; with 50% employer match about $385,333 at 4% or $256,889 at 6%; with 100% employer match about $289,000 at 4% or $192,667 at 6%.
Egermier Wealth Group 401(K) Profit Sharing Plan & Trust-5$834,321$115,600$23,120iApproximate average salary by contribution assumption: employee only about $578,000 at 4% or $385,333 at 6%; with 50% employer match about $385,333 at 4% or $256,889 at 6%; with 100% employer match about $289,000 at 4% or $192,667 at 6%.
202313$628,913$85,548$28,516iApproximate average salary by contribution assumption: employee only about $712,900 at 4% or $475,267 at 6%; with 50% employer match about $475,267 at 4% or $316,844 at 6%; with 100% employer match about $356,450 at 4% or $237,633 at 6%.
Egermier Wealth Group 401(K) Profit Sharing Plan & Trust-3$628,913$85,548$28,516iApproximate average salary by contribution assumption: employee only about $712,900 at 4% or $475,267 at 6%; with 50% employer match about $475,267 at 4% or $316,844 at 6%; with 100% employer match about $356,450 at 4% or $237,633 at 6%.
202213$455,751$76,433$25,478iApproximate average salary by contribution assumption: employee only about $636,942 at 4% or $424,628 at 6%; with 50% employer match about $424,628 at 4% or $283,085 at 6%; with 100% employer match about $318,471 at 4% or $212,314 at 6%.
Egermier Wealth Group 401(K) Profit Sharing Plan & Trust-3$455,751$76,433$25,478iApproximate average salary by contribution assumption: employee only about $636,942 at 4% or $424,628 at 6%; with 50% employer match about $424,628 at 4% or $283,085 at 6%; with 100% employer match about $318,471 at 4% or $212,314 at 6%.
202114$485,508$77,528$19,382iApproximate average salary by contribution assumption: employee only about $484,550 at 4% or $323,033 at 6%; with 50% employer match about $323,033 at 4% or $215,356 at 6%; with 100% employer match about $242,275 at 4% or $161,517 at 6%.
Egermier Wealth Group 401(K) Profit Sharing Plan & Trust-4$485,508$77,528$19,382iApproximate average salary by contribution assumption: employee only about $484,550 at 4% or $323,033 at 6%; with 50% employer match about $323,033 at 4% or $215,356 at 6%; with 100% employer match about $242,275 at 4% or $161,517 at 6%.
202014$359,092$72,804$18,201iApproximate average salary by contribution assumption: employee only about $455,025 at 4% or $303,350 at 6%; with 50% employer match about $303,350 at 4% or $202,233 at 6%; with 100% employer match about $227,513 at 4% or $151,675 at 6%.
Egermier Wealth Group 401(K) Profit Sharing Plan & Trust-4$359,092$72,804$18,201iApproximate average salary by contribution assumption: employee only about $455,025 at 4% or $303,350 at 6%; with 50% employer match about $303,350 at 4% or $202,233 at 6%; with 100% employer match about $227,513 at 4% or $151,675 at 6%.
201915$233,946$220,877$44,175iApproximate average salary by contribution assumption: employee only about $1,104,385 at 4% or $736,257 at 6%; with 50% employer match about $736,257 at 4% or $490,838 at 6%; with 100% employer match about $552,193 at 4% or $368,128 at 6%.
Egermier Wealth Group 401(K) Profit Sharing Plan & Trust-5$233,946$220,877$44,175iApproximate average salary by contribution assumption: employee only about $1,104,385 at 4% or $736,257 at 6%; with 50% employer match about $736,257 at 4% or $490,838 at 6%; with 100% employer match about $552,193 at 4% or $368,128 at 6%.