Civic Intelligence

Shorewest Realtors Inc.

Plan context: Shorewest Realtors Inc. 401K Savings Plan

EIN 39-0804706 • Brookfield, WI • 71 filings • 10 plans

17450 W North AvePO Box 942Brookfield, WI 53008-0942
Current Snapshot

Latest Year

2024

2024 Participants

169

2024 Assets

$35,171,872

2024 Contributions

$915,423

Historical Graphs

Total Assets Over Time

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

$36,809,794$18,404,897$0199920132024YearValue
$35,171,872Latest year 2024

Participants Over Time

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

3331670199920122024YearValue
169Latest 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
20243169$35,171,872$915,423$5,417iApproximate average salary by contribution assumption: employee only about $135,418 at 4% or $90,278 at 6%; with 50% employer match about $90,278 at 4% or $60,186 at 6%; with 100% employer match about $67,709 at 4% or $45,139 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-169$35,171,872$915,423$5,417iApproximate average salary by contribution assumption: employee only about $135,418 at 4% or $90,278 at 6%; with 50% employer match about $90,278 at 4% or $60,186 at 6%; with 100% employer match about $67,709 at 4% or $45,139 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-91---
Lite Aeridental Death D Dismepnberment-139---
20233169$31,494,638$990,840$5,863iApproximate average salary by contribution assumption: employee only about $146,574 at 4% or $97,716 at 6%; with 50% employer match about $97,716 at 4% or $65,144 at 6%; with 100% employer match about $73,287 at 4% or $48,858 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-169$31,494,638$990,840$5,863iApproximate average salary by contribution assumption: employee only about $146,574 at 4% or $97,716 at 6%; with 50% employer match about $97,716 at 4% or $65,144 at 6%; with 100% employer match about $73,287 at 4% or $48,858 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-93---
Lite Aeridental Death D Dismepnberment-157---
20223200$29,304,729$1,374,909$6,875iApproximate average salary by contribution assumption: employee only about $171,864 at 4% or $114,576 at 6%; with 50% employer match about $114,576 at 4% or $76,384 at 6%; with 100% employer match about $85,932 at 4% or $57,288 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-200$29,304,729$1,374,909$6,875iApproximate average salary by contribution assumption: employee only about $171,864 at 4% or $114,576 at 6%; with 50% employer match about $114,576 at 4% or $76,384 at 6%; with 100% employer match about $85,932 at 4% or $57,288 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-122---
Lite Aeridental Death D Dismepnberment-163---
20213279$36,809,794$1,617,173$5,796iApproximate average salary by contribution assumption: employee only about $144,908 at 4% or $96,605 at 6%; with 50% employer match about $96,605 at 4% or $64,404 at 6%; with 100% employer match about $72,454 at 4% or $48,303 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-229$36,809,794$1,617,173$7,062iApproximate average salary by contribution assumption: employee only about $176,547 at 4% or $117,698 at 6%; with 50% employer match about $117,698 at 4% or $78,465 at 6%; with 100% employer match about $88,274 at 4% or $58,849 at 6%.
Lite Aeridental Death D Dismepnberment-179---
Shorewest Realtors Company Medical Health Insurance Plan-279---
20203236$33,816,044$1,268,101$5,373iApproximate average salary by contribution assumption: employee only about $134,333 at 4% or $89,555 at 6%; with 50% employer match about $89,555 at 4% or $59,703 at 6%; with 100% employer match about $67,166 at 4% or $44,778 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-236$33,816,044$1,268,101$5,373iApproximate average salary by contribution assumption: employee only about $134,333 at 4% or $89,555 at 6%; with 50% employer match about $89,555 at 4% or $59,703 at 6%; with 100% employer match about $67,166 at 4% or $44,778 at 6%.
Lite Aeridental Death D Dismepnberment-176---
Shorewest Realtors Company Medical Health Insurance Plan-143---
20193230$29,890,493$1,204,977$5,239iApproximate average salary by contribution assumption: employee only about $130,976 at 4% or $87,317 at 6%; with 50% employer match about $87,317 at 4% or $58,211 at 6%; with 100% employer match about $65,488 at 4% or $43,659 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-230$29,890,493$1,204,977$5,239iApproximate average salary by contribution assumption: employee only about $130,976 at 4% or $87,317 at 6%; with 50% employer match about $87,317 at 4% or $58,211 at 6%; with 100% employer match about $65,488 at 4% or $43,659 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-128---
Lite Aeridental Death D Dismepnberment-173---
20183230$24,920,055$1,428,734$6,212iApproximate average salary by contribution assumption: employee only about $155,297 at 4% or $103,531 at 6%; with 50% employer match about $103,531 at 4% or $69,021 at 6%; with 100% employer match about $77,649 at 4% or $51,766 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-230$24,920,055$1,428,734$6,212iApproximate average salary by contribution assumption: employee only about $155,297 at 4% or $103,531 at 6%; with 50% employer match about $103,531 at 4% or $69,021 at 6%; with 100% employer match about $77,649 at 4% or $51,766 at 6%.
Lite Aeridental Death D Dismepnberment-172---
Shorewest Realtors Company Medical Health Insurance Plan-123---
20173237$27,398,898$1,220,758$5,151iApproximate average salary by contribution assumption: employee only about $128,772 at 4% or $85,848 at 6%; with 50% employer match about $85,848 at 4% or $57,232 at 6%; with 100% employer match about $64,386 at 4% or $42,924 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-237$27,398,898$1,220,758$5,151iApproximate average salary by contribution assumption: employee only about $128,772 at 4% or $85,848 at 6%; with 50% employer match about $85,848 at 4% or $57,232 at 6%; with 100% employer match about $64,386 at 4% or $42,924 at 6%.
Lite Aeridental Death D Dismepnberment-180---
Shorewest Realtors Company Medical Health Insurance Plan-120---
20163247$23,247,028$1,250,726$5,064iApproximate average salary by contribution assumption: employee only about $126,592 at 4% or $84,394 at 6%; with 50% employer match about $84,394 at 4% or $56,263 at 6%; with 100% employer match about $63,296 at 4% or $42,197 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-247$23,247,028$1,250,726$5,064iApproximate average salary by contribution assumption: employee only about $126,592 at 4% or $84,394 at 6%; with 50% employer match about $84,394 at 4% or $56,263 at 6%; with 100% employer match about $63,296 at 4% or $42,197 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-112---
Lite Aeridental Death D Dismepnberment-179---
20153254$21,022,535$797,843$3,141iApproximate average salary by contribution assumption: employee only about $78,528 at 4% or $52,352 at 6%; with 50% employer match about $52,352 at 4% or $34,901 at 6%; with 100% employer match about $39,264 at 4% or $26,176 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-254$21,022,535$797,843$3,141iApproximate average salary by contribution assumption: employee only about $78,528 at 4% or $52,352 at 6%; with 50% employer match about $52,352 at 4% or $34,901 at 6%; with 100% employer match about $39,264 at 4% or $26,176 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-107---
Lite Aeridental Death D Dismepnberment-182---
20143237$21,036,915$1,014,664$4,281iApproximate average salary by contribution assumption: employee only about $107,032 at 4% or $71,355 at 6%; with 50% employer match about $71,355 at 4% or $47,570 at 6%; with 100% employer match about $53,516 at 4% or $35,677 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-237$21,036,915$1,014,664$4,281iApproximate average salary by contribution assumption: employee only about $107,032 at 4% or $71,355 at 6%; with 50% employer match about $71,355 at 4% or $47,570 at 6%; with 100% employer match about $53,516 at 4% or $35,677 at 6%.
Lite Aeridental Death D Dismepnberment-166---
Shorewest Realtors Company Medical Health Insurance Plan-101---
20133242$20,289,255$1,136,346$4,696iApproximate average salary by contribution assumption: employee only about $117,391 at 4% or $78,261 at 6%; with 50% employer match about $78,261 at 4% or $52,174 at 6%; with 100% employer match about $58,696 at 4% or $39,130 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-242$20,289,255$1,136,346$4,696iApproximate average salary by contribution assumption: employee only about $117,391 at 4% or $78,261 at 6%; with 50% employer match about $78,261 at 4% or $52,174 at 6%; with 100% employer match about $58,696 at 4% or $39,130 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-87---
Lite Aeridental Death D Dismepnberment-165---
20123242$16,800,535$1,124,596$4,647iApproximate average salary by contribution assumption: employee only about $116,177 at 4% or $77,452 at 6%; with 50% employer match about $77,452 at 4% or $51,634 at 6%; with 100% employer match about $58,089 at 4% or $38,726 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-242$16,800,535$1,124,596$4,647iApproximate average salary by contribution assumption: employee only about $116,177 at 4% or $77,452 at 6%; with 50% employer match about $77,452 at 4% or $51,634 at 6%; with 100% employer match about $58,089 at 4% or $38,726 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-78---
Lite Aeridental Death D Dismepnberment-163---
20113229$14,576,493$771,778$3,370iApproximate average salary by contribution assumption: employee only about $84,255 at 4% or $56,170 at 6%; with 50% employer match about $56,170 at 4% or $37,447 at 6%; with 100% employer match about $42,128 at 4% or $28,085 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-229$14,576,493$771,778$3,370iApproximate average salary by contribution assumption: employee only about $84,255 at 4% or $56,170 at 6%; with 50% employer match about $56,170 at 4% or $37,447 at 6%; with 100% employer match about $42,128 at 4% or $28,085 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-75---
Lite Aeridental Death D Dismepnberment-160---
20103244$14,747,710$823,869$3,377iApproximate average salary by contribution assumption: employee only about $84,413 at 4% or $56,275 at 6%; with 50% employer match about $56,275 at 4% or $37,517 at 6%; with 100% employer match about $42,206 at 4% or $28,138 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-244$14,747,710$823,869$3,377iApproximate average salary by contribution assumption: employee only about $84,413 at 4% or $56,275 at 6%; with 50% employer match about $56,275 at 4% or $37,517 at 6%; with 100% employer match about $42,206 at 4% or $28,138 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-87---
Lite Aeridental Death D Dismepnberment-169---
20093279$13,726,495$994,490$3,564iApproximate average salary by contribution assumption: employee only about $89,112 at 4% or $59,408 at 6%; with 50% employer match about $59,408 at 4% or $39,605 at 6%; with 100% employer match about $44,556 at 4% or $29,704 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-279$13,726,495$994,490$3,564iApproximate average salary by contribution assumption: employee only about $89,112 at 4% or $59,408 at 6%; with 50% employer match about $59,408 at 4% or $39,605 at 6%; with 100% employer match about $44,556 at 4% or $29,704 at 6%.
Lite Aeridental Death D Dismepnberment-181---
Shorewest Realtors Company Medical Health Insurance Plan-103---
20083290$11,239,999$845,181$2,914iApproximate average salary by contribution assumption: employee only about $72,860 at 4% or $48,574 at 6%; with 50% employer match about $48,574 at 4% or $32,382 at 6%; with 100% employer match about $36,430 at 4% or $24,287 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-290$11,239,999$845,181$2,914iApproximate average salary by contribution assumption: employee only about $72,860 at 4% or $48,574 at 6%; with 50% employer match about $48,574 at 4% or $32,382 at 6%; with 100% employer match about $36,430 at 4% or $24,287 at 6%.
Lite Aeridental Death D Dismepnberment-192---
Shorewest Realtors Company Medical Health Insurance Plan-103---
20073333$16,546,249$1,024,113$3,075iApproximate average salary by contribution assumption: employee only about $76,885 at 4% or $51,257 at 6%; with 50% employer match about $51,257 at 4% or $34,171 at 6%; with 100% employer match about $38,443 at 4% or $25,628 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-333$16,546,249$1,024,113$3,075iApproximate average salary by contribution assumption: employee only about $76,885 at 4% or $51,257 at 6%; with 50% employer match about $51,257 at 4% or $34,171 at 6%; with 100% employer match about $38,443 at 4% or $25,628 at 6%.
Lite Aeridental Death D Dismepnberment-219---
Shorewest Realtors Company Medical Health Insurance Plan-116---
20062225$0$0-
Lite Aeridental Death D Dismepnberment-225---
Shorewest Realtors Company Medical Health Insurance Plan-121---
20054254$12,826,881$1,110,903$4,374iApproximate average salary by contribution assumption: employee only about $109,341 at 4% or $72,894 at 6%; with 50% employer match about $72,894 at 4% or $48,596 at 6%; with 100% employer match about $54,670 at 4% or $36,447 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-254$12,826,881$1,110,903$4,374iApproximate average salary by contribution assumption: employee only about $109,341 at 4% or $72,894 at 6%; with 50% employer match about $72,894 at 4% or $48,596 at 6%; with 100% employer match about $54,670 at 4% or $36,447 at 6%.
Shorewest Realtors Company Medical Health Insurance Plan-130---
Lite Aeridental Death D Dismepnberment-216---
Shorewest Realtors Company Medical Health Insurance Plan-130---
20043241$11,055,970$1,044,836$4,335iApproximate average salary by contribution assumption: employee only about $108,385 at 4% or $72,257 at 6%; with 50% employer match about $72,257 at 4% or $48,171 at 6%; with 100% employer match about $54,193 at 4% or $36,128 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-241$11,055,970$1,044,836$4,335iApproximate average salary by contribution assumption: employee only about $108,385 at 4% or $72,257 at 6%; with 50% employer match about $72,257 at 4% or $48,171 at 6%; with 100% employer match about $54,193 at 4% or $36,128 at 6%.
Lite Aeridental Death D Dismepnberment-206---
Shorewest Realtors Company Medical Health Insurance Plan-129---
20033221$9,352,895$1,051,100$4,756iApproximate average salary by contribution assumption: employee only about $118,903 at 4% or $79,268 at 6%; with 50% employer match about $79,268 at 4% or $52,846 at 6%; with 100% employer match about $59,451 at 4% or $39,634 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-221$9,352,895$1,051,100$4,756iApproximate average salary by contribution assumption: employee only about $118,903 at 4% or $79,268 at 6%; with 50% employer match about $79,268 at 4% or $52,846 at 6%; with 100% employer match about $59,451 at 4% or $39,634 at 6%.
Lite Aeridental Death D Dismepnberment-203---
Shorewest Realtors Company Medical Health Insurance Plan-125---
20021211$7,260,617$869,335$4,120iApproximate average salary by contribution assumption: employee only about $103,002 at 4% or $68,668 at 6%; with 50% employer match about $68,668 at 4% or $45,779 at 6%; with 100% employer match about $51,501 at 4% or $34,334 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-211$7,260,617$869,335$4,120iApproximate average salary by contribution assumption: employee only about $103,002 at 4% or $68,668 at 6%; with 50% employer match about $68,668 at 4% or $45,779 at 6%; with 100% employer match about $51,501 at 4% or $34,334 at 6%.
20011194$7,526,824$837,222$4,316iApproximate average salary by contribution assumption: employee only about $107,889 at 4% or $71,926 at 6%; with 50% employer match about $71,926 at 4% or $47,951 at 6%; with 100% employer match about $53,945 at 4% or $35,963 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-194$7,526,824$837,222$4,316iApproximate average salary by contribution assumption: employee only about $107,889 at 4% or $71,926 at 6%; with 50% employer match about $71,926 at 4% or $47,951 at 6%; with 100% employer match about $53,945 at 4% or $35,963 at 6%.
20001181$0$0-
Shorewest Realtors Inc. 401K Savings Plan-181---
19992175$6,866,064$540,404$3,088iApproximate average salary by contribution assumption: employee only about $77,201 at 4% or $51,467 at 6%; with 50% employer match about $51,467 at 4% or $34,311 at 6%; with 100% employer match about $38,600 at 4% or $25,734 at 6%.
Shorewest Realtors Inc. 401K Savings Plan-173$6,866,064$540,404$3,124iApproximate average salary by contribution assumption: employee only about $78,093 at 4% or $52,062 at 6%; with 50% employer match about $52,062 at 4% or $34,708 at 6%; with 100% employer match about $39,047 at 4% or $26,031 at 6%.
Lite Aeridental Death D Dismepnberment-175---