SIKORSKI WEALTH MANAGEMENT GROUP, LTD
Plan context: SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN
EIN 35-1944897 • Valparaiso, IN • 31 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,522,922
2025 Contributions
$106,252
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $1,522,922 | $106,252 | $35,417iApproximate average salary by contribution assumption: employee only about $885,433 at 4% or $590,289 at 6%; with 50% employer match about $590,289 at 4% or $393,526 at 6%; with 100% employer match about $442,717 at 4% or $295,144 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $1,522,922 | $106,252 | $35,417iApproximate average salary by contribution assumption: employee only about $885,433 at 4% or $590,289 at 6%; with 50% employer match about $590,289 at 4% or $393,526 at 6%; with 100% employer match about $442,717 at 4% or $295,144 at 6%. |
| 2024 | 1 | 3 | $1,463,833 | $99,282 | $33,094iApproximate average salary by contribution assumption: employee only about $827,350 at 4% or $551,567 at 6%; with 50% employer match about $551,567 at 4% or $367,711 at 6%; with 100% employer match about $413,675 at 4% or $275,783 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $1,463,833 | $99,282 | $33,094iApproximate average salary by contribution assumption: employee only about $827,350 at 4% or $551,567 at 6%; with 50% employer match about $551,567 at 4% or $367,711 at 6%; with 100% employer match about $413,675 at 4% or $275,783 at 6%. |
| 2023 | 1 | 3 | $1,276,578 | $96,997 | $32,332iApproximate average salary by contribution assumption: employee only about $808,308 at 4% or $538,872 at 6%; with 50% employer match about $538,872 at 4% or $359,248 at 6%; with 100% employer match about $404,154 at 4% or $269,436 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $1,276,578 | $96,997 | $32,332iApproximate average salary by contribution assumption: employee only about $808,308 at 4% or $538,872 at 6%; with 50% employer match about $538,872 at 4% or $359,248 at 6%; with 100% employer match about $404,154 at 4% or $269,436 at 6%. |
| 2022 | 1 | 3 | $847,014 | $89,738 | $29,913iApproximate average salary by contribution assumption: employee only about $747,817 at 4% or $498,544 at 6%; with 50% employer match about $498,544 at 4% or $332,363 at 6%; with 100% employer match about $373,908 at 4% or $249,272 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $847,014 | $89,738 | $29,913iApproximate average salary by contribution assumption: employee only about $747,817 at 4% or $498,544 at 6%; with 50% employer match about $498,544 at 4% or $332,363 at 6%; with 100% employer match about $373,908 at 4% or $249,272 at 6%. |
| 2021 | 1 | 3 | $1,032,148 | $89,220 | $29,740iApproximate average salary by contribution assumption: employee only about $743,500 at 4% or $495,667 at 6%; with 50% employer match about $495,667 at 4% or $330,444 at 6%; with 100% employer match about $371,750 at 4% or $247,833 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $1,032,148 | $89,220 | $29,740iApproximate average salary by contribution assumption: employee only about $743,500 at 4% or $495,667 at 6%; with 50% employer match about $495,667 at 4% or $330,444 at 6%; with 100% employer match about $371,750 at 4% or $247,833 at 6%. |
| 2020 | 1 | 3 | $952,586 | $65,921 | $21,974iApproximate average salary by contribution assumption: employee only about $549,342 at 4% or $366,228 at 6%; with 50% employer match about $366,228 at 4% or $244,152 at 6%; with 100% employer match about $274,671 at 4% or $183,114 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $952,586 | $65,921 | $21,974iApproximate average salary by contribution assumption: employee only about $549,342 at 4% or $366,228 at 6%; with 50% employer match about $366,228 at 4% or $244,152 at 6%; with 100% employer match about $274,671 at 4% or $183,114 at 6%. |
| 2019 | 1 | 3 | $770,733 | $65,586 | $21,862iApproximate average salary by contribution assumption: employee only about $546,550 at 4% or $364,367 at 6%; with 50% employer match about $364,367 at 4% or $242,911 at 6%; with 100% employer match about $273,275 at 4% or $182,183 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $770,733 | $65,586 | $21,862iApproximate average salary by contribution assumption: employee only about $546,550 at 4% or $364,367 at 6%; with 50% employer match about $364,367 at 4% or $242,911 at 6%; with 100% employer match about $273,275 at 4% or $182,183 at 6%. |
| 2018 | 1 | 3 | $679,704 | $42,157 | $14,052iApproximate average salary by contribution assumption: employee only about $351,308 at 4% or $234,206 at 6%; with 50% employer match about $234,206 at 4% or $156,137 at 6%; with 100% employer match about $175,654 at 4% or $117,103 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $679,704 | $42,157 | $14,052iApproximate average salary by contribution assumption: employee only about $351,308 at 4% or $234,206 at 6%; with 50% employer match about $234,206 at 4% or $156,137 at 6%; with 100% employer match about $175,654 at 4% or $117,103 at 6%. |
| 2017 | 1 | 3 | $733,974 | $47,963 | $15,988iApproximate average salary by contribution assumption: employee only about $399,692 at 4% or $266,461 at 6%; with 50% employer match about $266,461 at 4% or $177,641 at 6%; with 100% employer match about $199,846 at 4% or $133,231 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $733,974 | $47,963 | $15,988iApproximate average salary by contribution assumption: employee only about $399,692 at 4% or $266,461 at 6%; with 50% employer match about $266,461 at 4% or $177,641 at 6%; with 100% employer match about $199,846 at 4% or $133,231 at 6%. |
| 2016 | 1 | 3 | $509,473 | $30,893 | $10,298iApproximate average salary by contribution assumption: employee only about $257,442 at 4% or $171,628 at 6%; with 50% employer match about $171,628 at 4% or $114,419 at 6%; with 100% employer match about $128,721 at 4% or $85,814 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $509,473 | $30,893 | $10,298iApproximate average salary by contribution assumption: employee only about $257,442 at 4% or $171,628 at 6%; with 50% employer match about $171,628 at 4% or $114,419 at 6%; with 100% employer match about $128,721 at 4% or $85,814 at 6%. |
| 2015 | 1 | 3 | $454,574 | $4,607 | $1,536iApproximate average salary by contribution assumption: employee only about $38,392 at 4% or $25,594 at 6%; with 50% employer match about $25,594 at 4% or $17,063 at 6%; with 100% employer match about $19,196 at 4% or $12,797 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $454,574 | $4,607 | $1,536iApproximate average salary by contribution assumption: employee only about $38,392 at 4% or $25,594 at 6%; with 50% employer match about $25,594 at 4% or $17,063 at 6%; with 100% employer match about $19,196 at 4% or $12,797 at 6%. |
| 2014 | 1 | 3 | $467,325 | $28,023 | $9,341iApproximate average salary by contribution assumption: employee only about $233,525 at 4% or $155,683 at 6%; with 50% employer match about $155,683 at 4% or $103,789 at 6%; with 100% employer match about $116,763 at 4% or $77,842 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $467,325 | $28,023 | $9,341iApproximate average salary by contribution assumption: employee only about $233,525 at 4% or $155,683 at 6%; with 50% employer match about $155,683 at 4% or $103,789 at 6%; with 100% employer match about $116,763 at 4% or $77,842 at 6%. |
| 2013 | 1 | 2 | $414,320 | $45,500 | $22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 2 | $414,320 | $45,500 | $22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%. |
| 2012 | 1 | 3 | $307,063 | $50,575 | $16,858iApproximate average salary by contribution assumption: employee only about $421,458 at 4% or $280,972 at 6%; with 50% employer match about $280,972 at 4% or $187,315 at 6%; with 100% employer match about $210,729 at 4% or $140,486 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $307,063 | $50,575 | $16,858iApproximate average salary by contribution assumption: employee only about $421,458 at 4% or $280,972 at 6%; with 50% employer match about $280,972 at 4% or $187,315 at 6%; with 100% employer match about $210,729 at 4% or $140,486 at 6%. |
| 2011 | 1 | 3 | $247,605 | $50,161 | $16,720iApproximate average salary by contribution assumption: employee only about $418,008 at 4% or $278,672 at 6%; with 50% employer match about $278,672 at 4% or $185,781 at 6%; with 100% employer match about $209,004 at 4% or $139,336 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | $247,605 | $50,161 | $16,720iApproximate average salary by contribution assumption: employee only about $418,008 at 4% or $278,672 at 6%; with 50% employer match about $278,672 at 4% or $185,781 at 6%; with 100% employer match about $209,004 at 4% or $139,336 at 6%. |
| 2010 | 1 | 2 | $170,778 | $3,192 | $1,596iApproximate average salary by contribution assumption: employee only about $39,900 at 4% or $26,600 at 6%; with 50% employer match about $26,600 at 4% or $17,733 at 6%; with 100% employer match about $19,950 at 4% or $13,300 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 2 | $170,778 | $3,192 | $1,596iApproximate average salary by contribution assumption: employee only about $39,900 at 4% or $26,600 at 6%; with 50% employer match about $26,600 at 4% or $17,733 at 6%; with 100% employer match about $19,950 at 4% or $13,300 at 6%. |
| 2009 | 1 | 2 | $154,123 | $2,338 | $1,169iApproximate average salary by contribution assumption: employee only about $29,225 at 4% or $19,483 at 6%; with 50% employer match about $19,483 at 4% or $12,989 at 6%; with 100% employer match about $14,613 at 4% or $9,742 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 2 | $154,123 | $2,338 | $1,169iApproximate average salary by contribution assumption: employee only about $29,225 at 4% or $19,483 at 6%; with 50% employer match about $19,483 at 4% or $12,989 at 6%; with 100% employer match about $14,613 at 4% or $9,742 at 6%. |
| 2008 | 1 | 2 | $126,837 | $30,460 | $15,230iApproximate average salary by contribution assumption: employee only about $380,750 at 4% or $253,833 at 6%; with 50% employer match about $253,833 at 4% or $169,222 at 6%; with 100% employer match about $190,375 at 4% or $126,917 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 2 | $126,837 | $30,460 | $15,230iApproximate average salary by contribution assumption: employee only about $380,750 at 4% or $253,833 at 6%; with 50% employer match about $253,833 at 4% or $169,222 at 6%; with 100% employer match about $190,375 at 4% or $126,917 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 3 | - | - | - |
| 2006 | 1 | 2 | $145,434 | $13,600 | $6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP, LTD PROFIT SHARING PLAN | - | 2 | $145,434 | $13,600 | $6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%. |
| 2005 | 1 | 2 | $125,933 | $24,500 | $12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%. |
| SIKORSKI WEALTH MANAGEMENT GROUP PROFIT SHARING PLAN AND TRUST | - | 2 | $125,933 | $24,500 | $12,250iApproximate average salary by contribution assumption: employee only about $306,250 at 4% or $204,167 at 6%; with 50% employer match about $204,167 at 4% or $136,111 at 6%; with 100% employer match about $153,125 at 4% or $102,083 at 6%. |
| 2004 | 2 | 2 | $91,013 | $22,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| PENSION CONSULTING SERVICES, INC. 401K PROFIT SHARING PLAN | - | 2 | $91,013 | $22,000 | $11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%. |
| PENSION CONSULTING SERVICES, INC. MONEY PURCHASE PLAN | - | 0 | - | - | - |
| 2003 | 2 | 1 | $62,996 | $22,820 | $22,820iApproximate average salary by contribution assumption: employee only about $570,500 at 4% or $380,333 at 6%; with 50% employer match about $380,333 at 4% or $253,556 at 6%; with 100% employer match about $285,250 at 4% or $190,167 at 6%. |
| PENISON CONSULTING SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 1 | $49,795 | $18,537 | $18,537iApproximate average salary by contribution assumption: employee only about $463,425 at 4% or $308,950 at 6%; with 50% employer match about $308,950 at 4% or $205,967 at 6%; with 100% employer match about $231,713 at 4% or $154,475 at 6%. |
| PENSION CONSULTING SERVICES, INC. MONEY PURCHASE PLAN | - | 1 | $13,201 | $4,283 | $4,283iApproximate average salary by contribution assumption: employee only about $107,075 at 4% or $71,383 at 6%; with 50% employer match about $71,383 at 4% or $47,589 at 6%; with 100% employer match about $53,538 at 4% or $35,692 at 6%. |
| 2002 | 2 | 1 | $26,554 | $12,663 | $12,663iApproximate average salary by contribution assumption: employee only about $316,575 at 4% or $211,050 at 6%; with 50% employer match about $211,050 at 4% or $140,700 at 6%; with 100% employer match about $158,288 at 4% or $105,525 at 6%. |
| PENISON CONSULTING SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 1 | $20,166 | $10,411 | $10,411iApproximate average salary by contribution assumption: employee only about $260,275 at 4% or $173,517 at 6%; with 50% employer match about $173,517 at 4% or $115,678 at 6%; with 100% employer match about $130,138 at 4% or $86,758 at 6%. |
| PENSION CONSULTING SERVICES, INC. MONEY PURCHASE PLAN | - | 1 | $6,388 | $2,252 | $2,252iApproximate average salary by contribution assumption: employee only about $56,300 at 4% or $37,533 at 6%; with 50% employer match about $37,533 at 4% or $25,022 at 6%; with 100% employer match about $28,150 at 4% or $18,767 at 6%. |
| 2001 | 2 | 2 | $21,306 | $9,966 | $4,983iApproximate average salary by contribution assumption: employee only about $124,575 at 4% or $83,050 at 6%; with 50% employer match about $83,050 at 4% or $55,367 at 6%; with 100% employer match about $62,288 at 4% or $41,525 at 6%. |
| PENSION CONSULTING SERVICES, INC 401K PROFIT SHARING PLAN AND TRUST | - | 2 | $15,837 | $7,466 | $3,733iApproximate average salary by contribution assumption: employee only about $93,325 at 4% or $62,217 at 6%; with 50% employer match about $62,217 at 4% or $41,478 at 6%; with 100% employer match about $46,663 at 4% or $31,108 at 6%. |
| PENSION CONSULTING SERVICES, INC. MONEY PURCHASE PLAN AND TRUST | - | 2 | $5,469 | $2,500 | $1,250iApproximate average salary by contribution assumption: employee only about $31,250 at 4% or $20,833 at 6%; with 50% employer match about $20,833 at 4% or $13,889 at 6%; with 100% employer match about $15,625 at 4% or $10,417 at 6%. |
| 2000 | 2 | 2 | $4,042 | $5,681 | $2,841iApproximate average salary by contribution assumption: employee only about $71,013 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,561 at 6%; with 100% employer match about $35,506 at 4% or $23,671 at 6%. |
| PENSION CONSULTING SERVICES, INC. MONEY PURCHASE PLAN AND TRUST | - | 2 | $4,042 | $5,681 | $2,841iApproximate average salary by contribution assumption: employee only about $71,013 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,561 at 6%; with 100% employer match about $35,506 at 4% or $23,671 at 6%. |
| PENSION CONSULTING SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST | - | 1 | - | - | - |