Civic Intelligence

S & a Investment Co

Plan context: S a Investment Co 401 K Profit Sharing Plan Trust

EIN 38-3005420 • Oconomowoc, WI • 14 filings • 3 plans

620 S Wayfare TrailOconomowoc, WI 53066
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$3,204,538

2024 Contributions

$212,728

Historical Graphs

Total Assets Over Time

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

$3,204,538$1,602,269$0201120182024YearValue
$3,204,538Latest year 2024

Participants Over Time

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

35180201120182024YearValue
19Latest 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
2024119$3,204,538$212,728$11,196iApproximate average salary by contribution assumption: employee only about $279,905 at 4% or $186,604 at 6%; with 50% employer match about $186,604 at 4% or $124,402 at 6%; with 100% employer match about $139,953 at 4% or $93,302 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-19$3,204,538$212,728$11,196iApproximate average salary by contribution assumption: employee only about $279,905 at 4% or $186,604 at 6%; with 50% employer match about $186,604 at 4% or $124,402 at 6%; with 100% employer match about $139,953 at 4% or $93,302 at 6%.
2023116$2,727,115$190,820$11,926iApproximate average salary by contribution assumption: employee only about $298,156 at 4% or $198,771 at 6%; with 50% employer match about $198,771 at 4% or $132,514 at 6%; with 100% employer match about $149,078 at 4% or $99,385 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-16$2,727,115$190,820$11,926iApproximate average salary by contribution assumption: employee only about $298,156 at 4% or $198,771 at 6%; with 50% employer match about $198,771 at 4% or $132,514 at 6%; with 100% employer match about $149,078 at 4% or $99,385 at 6%.
2022117$2,310,792$175,130$10,302iApproximate average salary by contribution assumption: employee only about $257,544 at 4% or $171,696 at 6%; with 50% employer match about $171,696 at 4% or $114,464 at 6%; with 100% employer match about $128,772 at 4% or $85,848 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-17$2,310,792$175,130$10,302iApproximate average salary by contribution assumption: employee only about $257,544 at 4% or $171,696 at 6%; with 50% employer match about $171,696 at 4% or $114,464 at 6%; with 100% employer match about $128,772 at 4% or $85,848 at 6%.
2021120$2,551,248$172,121$8,606iApproximate average salary by contribution assumption: employee only about $215,151 at 4% or $143,434 at 6%; with 50% employer match about $143,434 at 4% or $95,623 at 6%; with 100% employer match about $107,576 at 4% or $71,717 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-20$2,551,248$172,121$8,606iApproximate average salary by contribution assumption: employee only about $215,151 at 4% or $143,434 at 6%; with 50% employer match about $143,434 at 4% or $95,623 at 6%; with 100% employer match about $107,576 at 4% or $71,717 at 6%.
2020121$1,976,564$170,752$8,131iApproximate average salary by contribution assumption: employee only about $203,276 at 4% or $135,517 at 6%; with 50% employer match about $135,517 at 4% or $90,345 at 6%; with 100% employer match about $101,638 at 4% or $67,759 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-21$1,976,564$170,752$8,131iApproximate average salary by contribution assumption: employee only about $203,276 at 4% or $135,517 at 6%; with 50% employer match about $135,517 at 4% or $90,345 at 6%; with 100% employer match about $101,638 at 4% or $67,759 at 6%.
2019135$1,550,468$155,999$4,457iApproximate average salary by contribution assumption: employee only about $111,428 at 4% or $74,285 at 6%; with 50% employer match about $74,285 at 4% or $49,523 at 6%; with 100% employer match about $55,714 at 4% or $37,143 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-35$1,550,468$155,999$4,457iApproximate average salary by contribution assumption: employee only about $111,428 at 4% or $74,285 at 6%; with 50% employer match about $74,285 at 4% or $49,523 at 6%; with 100% employer match about $55,714 at 4% or $37,143 at 6%.
2018133$1,122,551$133,626$4,049iApproximate average salary by contribution assumption: employee only about $101,232 at 4% or $67,488 at 6%; with 50% employer match about $67,488 at 4% or $44,992 at 6%; with 100% employer match about $50,616 at 4% or $33,744 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-33$1,122,551$133,626$4,049iApproximate average salary by contribution assumption: employee only about $101,232 at 4% or $67,488 at 6%; with 50% employer match about $67,488 at 4% or $44,992 at 6%; with 100% employer match about $50,616 at 4% or $33,744 at 6%.
2017133$1,086,983$129,139$3,913iApproximate average salary by contribution assumption: employee only about $97,833 at 4% or $65,222 at 6%; with 50% employer match about $65,222 at 4% or $43,481 at 6%; with 100% employer match about $48,916 at 4% or $32,611 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-33$1,086,983$129,139$3,913iApproximate average salary by contribution assumption: employee only about $97,833 at 4% or $65,222 at 6%; with 50% employer match about $65,222 at 4% or $43,481 at 6%; with 100% employer match about $48,916 at 4% or $32,611 at 6%.
2016124$788,162$123,226$5,134iApproximate average salary by contribution assumption: employee only about $128,360 at 4% or $85,574 at 6%; with 50% employer match about $85,574 at 4% or $57,049 at 6%; with 100% employer match about $64,180 at 4% or $42,787 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-24$788,162$123,226$5,134iApproximate average salary by contribution assumption: employee only about $128,360 at 4% or $85,574 at 6%; with 50% employer match about $85,574 at 4% or $57,049 at 6%; with 100% employer match about $64,180 at 4% or $42,787 at 6%.
201518$597,312$104,645$13,081iApproximate average salary by contribution assumption: employee only about $327,016 at 4% or $218,010 at 6%; with 50% employer match about $218,010 at 4% or $145,340 at 6%; with 100% employer match about $163,508 at 4% or $109,005 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-8$597,312$104,645$13,081iApproximate average salary by contribution assumption: employee only about $327,016 at 4% or $218,010 at 6%; with 50% employer match about $218,010 at 4% or $145,340 at 6%; with 100% employer match about $163,508 at 4% or $109,005 at 6%.
2014124$505,097$87,745$3,656iApproximate average salary by contribution assumption: employee only about $91,401 at 4% or $60,934 at 6%; with 50% employer match about $60,934 at 4% or $40,623 at 6%; with 100% employer match about $45,701 at 4% or $30,467 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-24$505,097$87,745$3,656iApproximate average salary by contribution assumption: employee only about $91,401 at 4% or $60,934 at 6%; with 50% employer match about $60,934 at 4% or $40,623 at 6%; with 100% employer match about $45,701 at 4% or $30,467 at 6%.
2013120$428,282$97,887$4,894iApproximate average salary by contribution assumption: employee only about $122,359 at 4% or $81,573 at 6%; with 50% employer match about $81,573 at 4% or $54,382 at 6%; with 100% employer match about $61,179 at 4% or $40,786 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-20$428,282$97,887$4,894iApproximate average salary by contribution assumption: employee only about $122,359 at 4% or $81,573 at 6%; with 50% employer match about $81,573 at 4% or $54,382 at 6%; with 100% employer match about $61,179 at 4% or $40,786 at 6%.
2012112$268,710$114,588$9,549iApproximate average salary by contribution assumption: employee only about $238,725 at 4% or $159,150 at 6%; with 50% employer match about $159,150 at 4% or $106,100 at 6%; with 100% employer match about $119,363 at 4% or $79,575 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-12$268,710$114,588$9,549iApproximate average salary by contribution assumption: employee only about $238,725 at 4% or $159,150 at 6%; with 50% employer match about $159,150 at 4% or $106,100 at 6%; with 100% employer match about $119,363 at 4% or $79,575 at 6%.
2011111$138,824$140,465$12,770iApproximate average salary by contribution assumption: employee only about $319,239 at 4% or $212,826 at 6%; with 50% employer match about $212,826 at 4% or $141,884 at 6%; with 100% employer match about $159,619 at 4% or $106,413 at 6%.
S a Investment Co 401 K Profit Sharing Plan Trust-11$138,824$140,465$12,770iApproximate average salary by contribution assumption: employee only about $319,239 at 4% or $212,826 at 6%; with 50% employer match about $212,826 at 4% or $141,884 at 6%; with 100% employer match about $159,619 at 4% or $106,413 at 6%.