The Neckerman Agency
Plan context: The Neckerman Agency 401K Profit Sharing Plan
EIN 39-0496050 • Madison, WI • 23 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
25
2021 Assets
$8,408,398
2021 Contributions
$222,746
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| The Neckerman Agency 401K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2020 | 1 | 25 | $8,408,398 | $222,746 | $8,910iApproximate average salary by contribution assumption: employee only about $222,746 at 4% or $148,497 at 6%; with 50% employer match about $148,497 at 4% or $98,998 at 6%; with 100% employer match about $111,373 at 4% or $74,249 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 25 | $8,408,398 | $222,746 | $8,910iApproximate average salary by contribution assumption: employee only about $222,746 at 4% or $148,497 at 6%; with 50% employer match about $148,497 at 4% or $98,998 at 6%; with 100% employer match about $111,373 at 4% or $74,249 at 6%. |
| 2019 | 1 | 26 | $6,817,788 | $308,352 | $11,860iApproximate average salary by contribution assumption: employee only about $296,492 at 4% or $197,662 at 6%; with 50% employer match about $197,662 at 4% or $131,774 at 6%; with 100% employer match about $148,246 at 4% or $98,831 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 26 | $6,817,788 | $308,352 | $11,860iApproximate average salary by contribution assumption: employee only about $296,492 at 4% or $197,662 at 6%; with 50% employer match about $197,662 at 4% or $131,774 at 6%; with 100% employer match about $148,246 at 4% or $98,831 at 6%. |
| 2018 | 1 | 27 | $5,611,550 | $234,973 | $8,703iApproximate average salary by contribution assumption: employee only about $217,568 at 4% or $145,045 at 6%; with 50% employer match about $145,045 at 4% or $96,697 at 6%; with 100% employer match about $108,784 at 4% or $72,523 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 27 | $5,611,550 | $234,973 | $8,703iApproximate average salary by contribution assumption: employee only about $217,568 at 4% or $145,045 at 6%; with 50% employer match about $145,045 at 4% or $96,697 at 6%; with 100% employer match about $108,784 at 4% or $72,523 at 6%. |
| 2017 | 1 | 27 | $5,856,005 | $252,939 | $9,368iApproximate average salary by contribution assumption: employee only about $234,203 at 4% or $156,135 at 6%; with 50% employer match about $156,135 at 4% or $104,090 at 6%; with 100% employer match about $117,101 at 4% or $78,068 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 27 | $5,856,005 | $252,939 | $9,368iApproximate average salary by contribution assumption: employee only about $234,203 at 4% or $156,135 at 6%; with 50% employer match about $156,135 at 4% or $104,090 at 6%; with 100% employer match about $117,101 at 4% or $78,068 at 6%. |
| 2016 | 1 | 29 | $4,650,435 | $211,106 | $7,280iApproximate average salary by contribution assumption: employee only about $181,988 at 4% or $121,325 at 6%; with 50% employer match about $121,325 at 4% or $80,884 at 6%; with 100% employer match about $90,994 at 4% or $60,663 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 29 | $4,650,435 | $211,106 | $7,280iApproximate average salary by contribution assumption: employee only about $181,988 at 4% or $121,325 at 6%; with 50% employer match about $121,325 at 4% or $80,884 at 6%; with 100% employer match about $90,994 at 4% or $60,663 at 6%. |
| 2015 | 1 | 23 | $4,143,918 | $194,148 | $8,441iApproximate average salary by contribution assumption: employee only about $211,030 at 4% or $140,687 at 6%; with 50% employer match about $140,687 at 4% or $93,791 at 6%; with 100% employer match about $105,515 at 4% or $70,343 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 23 | $4,143,918 | $194,148 | $8,441iApproximate average salary by contribution assumption: employee only about $211,030 at 4% or $140,687 at 6%; with 50% employer match about $140,687 at 4% or $93,791 at 6%; with 100% employer match about $105,515 at 4% or $70,343 at 6%. |
| 2014 | 1 | 28 | $4,066,255 | $174,085 | $6,217iApproximate average salary by contribution assumption: employee only about $155,433 at 4% or $103,622 at 6%; with 50% employer match about $103,622 at 4% or $69,081 at 6%; with 100% employer match about $77,717 at 4% or $51,811 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 28 | $4,066,255 | $174,085 | $6,217iApproximate average salary by contribution assumption: employee only about $155,433 at 4% or $103,622 at 6%; with 50% employer match about $103,622 at 4% or $69,081 at 6%; with 100% employer match about $77,717 at 4% or $51,811 at 6%. |
| 2013 | 1 | 27 | $3,864,593 | $216,739 | $8,027iApproximate average salary by contribution assumption: employee only about $200,684 at 4% or $133,790 at 6%; with 50% employer match about $133,790 at 4% or $89,193 at 6%; with 100% employer match about $100,342 at 4% or $66,895 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 27 | $3,864,593 | $216,739 | $8,027iApproximate average salary by contribution assumption: employee only about $200,684 at 4% or $133,790 at 6%; with 50% employer match about $133,790 at 4% or $89,193 at 6%; with 100% employer match about $100,342 at 4% or $66,895 at 6%. |
| 2012 | 1 | 23 | $3,105,120 | $192,052 | $8,350iApproximate average salary by contribution assumption: employee only about $208,752 at 4% or $139,168 at 6%; with 50% employer match about $139,168 at 4% or $92,779 at 6%; with 100% employer match about $104,376 at 4% or $69,584 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 23 | $3,105,120 | $192,052 | $8,350iApproximate average salary by contribution assumption: employee only about $208,752 at 4% or $139,168 at 6%; with 50% employer match about $139,168 at 4% or $92,779 at 6%; with 100% employer match about $104,376 at 4% or $69,584 at 6%. |
| 2011 | 1 | 24 | $2,648,089 | $170,494 | $7,104iApproximate average salary by contribution assumption: employee only about $177,598 at 4% or $118,399 at 6%; with 50% employer match about $118,399 at 4% or $78,932 at 6%; with 100% employer match about $88,799 at 4% or $59,199 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 24 | $2,648,089 | $170,494 | $7,104iApproximate average salary by contribution assumption: employee only about $177,598 at 4% or $118,399 at 6%; with 50% employer match about $118,399 at 4% or $78,932 at 6%; with 100% employer match about $88,799 at 4% or $59,199 at 6%. |
| 2010 | 1 | 26 | $2,836,724 | $162,493 | $6,250iApproximate average salary by contribution assumption: employee only about $156,243 at 4% or $104,162 at 6%; with 50% employer match about $104,162 at 4% or $69,441 at 6%; with 100% employer match about $78,122 at 4% or $52,081 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 26 | $2,836,724 | $162,493 | $6,250iApproximate average salary by contribution assumption: employee only about $156,243 at 4% or $104,162 at 6%; with 50% employer match about $104,162 at 4% or $69,441 at 6%; with 100% employer match about $78,122 at 4% or $52,081 at 6%. |
| 2009 | 1 | 29 | $2,450,060 | $119,776 | $4,130iApproximate average salary by contribution assumption: employee only about $103,255 at 4% or $68,837 at 6%; with 50% employer match about $68,837 at 4% or $45,891 at 6%; with 100% employer match about $51,628 at 4% or $34,418 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 29 | $2,450,060 | $119,776 | $4,130iApproximate average salary by contribution assumption: employee only about $103,255 at 4% or $68,837 at 6%; with 50% employer match about $68,837 at 4% or $45,891 at 6%; with 100% employer match about $51,628 at 4% or $34,418 at 6%. |
| 2008 | 1 | 21 | $1,978,181 | $155,219 | $7,391iApproximate average salary by contribution assumption: employee only about $184,785 at 4% or $123,190 at 6%; with 50% employer match about $123,190 at 4% or $82,126 at 6%; with 100% employer match about $92,392 at 4% or $61,595 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 21 | $1,978,181 | $155,219 | $7,391iApproximate average salary by contribution assumption: employee only about $184,785 at 4% or $123,190 at 6%; with 50% employer match about $123,190 at 4% or $82,126 at 6%; with 100% employer match about $92,392 at 4% or $61,595 at 6%. |
| 2007 | 1 | 19 | $0 | $0 | - |
| The Neckerman Agency 401K Profit Sharing Plan | - | 19 | - | - | - |
| 2006 | 1 | 17 | $2,573,376 | $243,274 | $14,310iApproximate average salary by contribution assumption: employee only about $357,756 at 4% or $238,504 at 6%; with 50% employer match about $238,504 at 4% or $159,003 at 6%; with 100% employer match about $178,878 at 4% or $119,252 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 17 | $2,573,376 | $243,274 | $14,310iApproximate average salary by contribution assumption: employee only about $357,756 at 4% or $238,504 at 6%; with 50% employer match about $238,504 at 4% or $159,003 at 6%; with 100% employer match about $178,878 at 4% or $119,252 at 6%. |
| 2005 | 1 | 20 | $2,107,797 | $229,969 | $11,498iApproximate average salary by contribution assumption: employee only about $287,461 at 4% or $191,641 at 6%; with 50% employer match about $191,641 at 4% or $127,761 at 6%; with 100% employer match about $143,731 at 4% or $95,820 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 20 | $2,107,797 | $229,969 | $11,498iApproximate average salary by contribution assumption: employee only about $287,461 at 4% or $191,641 at 6%; with 50% employer match about $191,641 at 4% or $127,761 at 6%; with 100% employer match about $143,731 at 4% or $95,820 at 6%. |
| 2004 | 1 | 19 | $1,786,644 | $153,258 | $8,066iApproximate average salary by contribution assumption: employee only about $201,655 at 4% or $134,437 at 6%; with 50% employer match about $134,437 at 4% or $89,625 at 6%; with 100% employer match about $100,828 at 4% or $67,218 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 19 | $1,786,644 | $153,258 | $8,066iApproximate average salary by contribution assumption: employee only about $201,655 at 4% or $134,437 at 6%; with 50% employer match about $134,437 at 4% or $89,625 at 6%; with 100% employer match about $100,828 at 4% or $67,218 at 6%. |
| 2003 | 1 | 17 | $1,428,390 | $203,251 | $11,956iApproximate average salary by contribution assumption: employee only about $298,899 at 4% or $199,266 at 6%; with 50% employer match about $199,266 at 4% or $132,844 at 6%; with 100% employer match about $149,449 at 4% or $99,633 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 17 | $1,428,390 | $203,251 | $11,956iApproximate average salary by contribution assumption: employee only about $298,899 at 4% or $199,266 at 6%; with 50% employer match about $199,266 at 4% or $132,844 at 6%; with 100% employer match about $149,449 at 4% or $99,633 at 6%. |
| 2002 | 1 | 17 | $938,378 | $165,524 | $9,737iApproximate average salary by contribution assumption: employee only about $243,418 at 4% or $162,278 at 6%; with 50% employer match about $162,278 at 4% or $108,186 at 6%; with 100% employer match about $121,709 at 4% or $81,139 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 17 | $938,378 | $165,524 | $9,737iApproximate average salary by contribution assumption: employee only about $243,418 at 4% or $162,278 at 6%; with 50% employer match about $162,278 at 4% or $108,186 at 6%; with 100% employer match about $121,709 at 4% or $81,139 at 6%. |
| 2001 | 1 | 18 | $995,350 | $149,265 | $8,293iApproximate average salary by contribution assumption: employee only about $207,313 at 4% or $138,208 at 6%; with 50% employer match about $138,208 at 4% or $92,139 at 6%; with 100% employer match about $103,656 at 4% or $69,104 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 18 | $995,350 | $149,265 | $8,293iApproximate average salary by contribution assumption: employee only about $207,313 at 4% or $138,208 at 6%; with 50% employer match about $138,208 at 4% or $92,139 at 6%; with 100% employer match about $103,656 at 4% or $69,104 at 6%. |
| 2000 | 1 | 19 | $1,698,886 | $148,882 | $7,836iApproximate average salary by contribution assumption: employee only about $195,897 at 4% or $130,598 at 6%; with 50% employer match about $130,598 at 4% or $87,065 at 6%; with 100% employer match about $97,949 at 4% or $65,299 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 19 | $1,698,886 | $148,882 | $7,836iApproximate average salary by contribution assumption: employee only about $195,897 at 4% or $130,598 at 6%; with 50% employer match about $130,598 at 4% or $87,065 at 6%; with 100% employer match about $97,949 at 4% or $65,299 at 6%. |
| 1999 | 1 | 16 | $2,143,644 | $199,232 | $12,452iApproximate average salary by contribution assumption: employee only about $311,300 at 4% or $207,533 at 6%; with 50% employer match about $207,533 at 4% or $138,356 at 6%; with 100% employer match about $155,650 at 4% or $103,767 at 6%. |
| The Neckerman Agency 401K Profit Sharing Plan | - | 16 | $2,143,644 | $199,232 | $12,452iApproximate average salary by contribution assumption: employee only about $311,300 at 4% or $207,533 at 6%; with 50% employer match about $207,533 at 4% or $138,356 at 6%; with 100% employer match about $155,650 at 4% or $103,767 at 6%. |