Civic Intelligence

Herb Fitzgerald Company Inc.

Plan context: Herb Fitzgerald Company Inc. 401K Plan

EIN 39-0887285 • Butler, WI • 28 filings • 4 plans

13150 W. Glendale AvenueButler, WI 53007-0465
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$6,540,528

2023 Contributions

$171,851

Historical Graphs

Total Assets Over Time

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

$7,493,441$3,746,721$0199920142023YearValue
$6,540,528Latest year 2023

Participants Over Time

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

1370199920112023YearValue
13Latest year 2023

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
2023113$6,540,528$171,851$13,219iApproximate average salary by contribution assumption: employee only about $330,483 at 4% or $220,322 at 6%; with 50% employer match about $220,322 at 4% or $146,881 at 6%; with 100% employer match about $165,241 at 4% or $110,161 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-13$6,540,528$171,851$13,219iApproximate average salary by contribution assumption: employee only about $330,483 at 4% or $220,322 at 6%; with 50% employer match about $220,322 at 4% or $146,881 at 6%; with 100% employer match about $165,241 at 4% or $110,161 at 6%.
2022113$5,398,933$135,886$10,453iApproximate average salary by contribution assumption: employee only about $261,319 at 4% or $174,213 at 6%; with 50% employer match about $174,213 at 4% or $116,142 at 6%; with 100% employer match about $130,660 at 4% or $87,106 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-13$5,398,933$135,886$10,453iApproximate average salary by contribution assumption: employee only about $261,319 at 4% or $174,213 at 6%; with 50% employer match about $174,213 at 4% or $116,142 at 6%; with 100% employer match about $130,660 at 4% or $87,106 at 6%.
2021113$6,534,642$160,794$12,369iApproximate average salary by contribution assumption: employee only about $309,219 at 4% or $206,146 at 6%; with 50% employer match about $206,146 at 4% or $137,431 at 6%; with 100% employer match about $154,610 at 4% or $103,073 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-13$6,534,642$160,794$12,369iApproximate average salary by contribution assumption: employee only about $309,219 at 4% or $206,146 at 6%; with 50% employer match about $206,146 at 4% or $137,431 at 6%; with 100% employer match about $154,610 at 4% or $103,073 at 6%.
2020112$7,493,441$124,883$10,407iApproximate average salary by contribution assumption: employee only about $260,173 at 4% or $173,449 at 6%; with 50% employer match about $173,449 at 4% or $115,632 at 6%; with 100% employer match about $130,086 at 4% or $86,724 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-12$7,493,441$124,883$10,407iApproximate average salary by contribution assumption: employee only about $260,173 at 4% or $173,449 at 6%; with 50% employer match about $173,449 at 4% or $115,632 at 6%; with 100% employer match about $130,086 at 4% or $86,724 at 6%.
2019113$5,488,022$120,059$9,235iApproximate average salary by contribution assumption: employee only about $230,883 at 4% or $153,922 at 6%; with 50% employer match about $153,922 at 4% or $102,615 at 6%; with 100% employer match about $115,441 at 4% or $76,961 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-13$5,488,022$120,059$9,235iApproximate average salary by contribution assumption: employee only about $230,883 at 4% or $153,922 at 6%; with 50% employer match about $153,922 at 4% or $102,615 at 6%; with 100% employer match about $115,441 at 4% or $76,961 at 6%.
2018113$6,339,028$111,508$8,578iApproximate average salary by contribution assumption: employee only about $214,438 at 4% or $142,959 at 6%; with 50% employer match about $142,959 at 4% or $95,306 at 6%; with 100% employer match about $107,219 at 4% or $71,479 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-13$6,339,028$111,508$8,578iApproximate average salary by contribution assumption: employee only about $214,438 at 4% or $142,959 at 6%; with 50% employer match about $142,959 at 4% or $95,306 at 6%; with 100% employer match about $107,219 at 4% or $71,479 at 6%.
2017110$6,037,419$112,659$11,266iApproximate average salary by contribution assumption: employee only about $281,648 at 4% or $187,765 at 6%; with 50% employer match about $187,765 at 4% or $125,177 at 6%; with 100% employer match about $140,824 at 4% or $93,883 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-10$6,037,419$112,659$11,266iApproximate average salary by contribution assumption: employee only about $281,648 at 4% or $187,765 at 6%; with 50% employer match about $187,765 at 4% or $125,177 at 6%; with 100% employer match about $140,824 at 4% or $93,883 at 6%.
2016112$5,369,314$179,795$14,983iApproximate average salary by contribution assumption: employee only about $374,573 at 4% or $249,715 at 6%; with 50% employer match about $249,715 at 4% or $166,477 at 6%; with 100% employer match about $187,286 at 4% or $124,858 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-12$5,369,314$179,795$14,983iApproximate average salary by contribution assumption: employee only about $374,573 at 4% or $249,715 at 6%; with 50% employer match about $249,715 at 4% or $166,477 at 6%; with 100% employer match about $187,286 at 4% or $124,858 at 6%.
2015111$4,467,911$96,848$8,804iApproximate average salary by contribution assumption: employee only about $220,109 at 4% or $146,739 at 6%; with 50% employer match about $146,739 at 4% or $97,826 at 6%; with 100% employer match about $110,055 at 4% or $73,370 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$4,467,911$96,848$8,804iApproximate average salary by contribution assumption: employee only about $220,109 at 4% or $146,739 at 6%; with 50% employer match about $146,739 at 4% or $97,826 at 6%; with 100% employer match about $110,055 at 4% or $73,370 at 6%.
2014111$4,607,533$99,585$9,053iApproximate average salary by contribution assumption: employee only about $226,330 at 4% or $150,886 at 6%; with 50% employer match about $150,886 at 4% or $100,591 at 6%; with 100% employer match about $113,165 at 4% or $75,443 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$4,607,533$99,585$9,053iApproximate average salary by contribution assumption: employee only about $226,330 at 4% or $150,886 at 6%; with 50% employer match about $150,886 at 4% or $100,591 at 6%; with 100% employer match about $113,165 at 4% or $75,443 at 6%.
2013111$5,273,622$99,731$9,066iApproximate average salary by contribution assumption: employee only about $226,661 at 4% or $151,108 at 6%; with 50% employer match about $151,108 at 4% or $100,738 at 6%; with 100% employer match about $113,331 at 4% or $75,554 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$5,273,622$99,731$9,066iApproximate average salary by contribution assumption: employee only about $226,661 at 4% or $151,108 at 6%; with 50% employer match about $151,108 at 4% or $100,738 at 6%; with 100% employer match about $113,331 at 4% or $75,554 at 6%.
2012111$4,273,536$90,914$8,265iApproximate average salary by contribution assumption: employee only about $206,623 at 4% or $137,748 at 6%; with 50% employer match about $137,748 at 4% or $91,832 at 6%; with 100% employer match about $103,311 at 4% or $68,874 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$4,273,536$90,914$8,265iApproximate average salary by contribution assumption: employee only about $206,623 at 4% or $137,748 at 6%; with 50% employer match about $137,748 at 4% or $91,832 at 6%; with 100% employer match about $103,311 at 4% or $68,874 at 6%.
2011111$3,526,232$104,076$9,461iApproximate average salary by contribution assumption: employee only about $236,536 at 4% or $157,691 at 6%; with 50% employer match about $157,691 at 4% or $105,127 at 6%; with 100% employer match about $118,268 at 4% or $78,845 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$3,526,232$104,076$9,461iApproximate average salary by contribution assumption: employee only about $236,536 at 4% or $157,691 at 6%; with 50% employer match about $157,691 at 4% or $105,127 at 6%; with 100% employer match about $118,268 at 4% or $78,845 at 6%.
2010111$3,769,962$95,303$8,664iApproximate average salary by contribution assumption: employee only about $216,598 at 4% or $144,398 at 6%; with 50% employer match about $144,398 at 4% or $96,266 at 6%; with 100% employer match about $108,299 at 4% or $72,199 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$3,769,962$95,303$8,664iApproximate average salary by contribution assumption: employee only about $216,598 at 4% or $144,398 at 6%; with 50% employer match about $144,398 at 4% or $96,266 at 6%; with 100% employer match about $108,299 at 4% or $72,199 at 6%.
2009111$3,107,446$142,096$12,918iApproximate average salary by contribution assumption: employee only about $322,945 at 4% or $215,297 at 6%; with 50% employer match about $215,297 at 4% or $143,531 at 6%; with 100% employer match about $161,473 at 4% or $107,648 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$3,107,446$142,096$12,918iApproximate average salary by contribution assumption: employee only about $322,945 at 4% or $215,297 at 6%; with 50% employer match about $215,297 at 4% or $143,531 at 6%; with 100% employer match about $161,473 at 4% or $107,648 at 6%.
2008113$0$0-
Herb Fitzgerald Company Inc. 401K Plan-13---
2007112$0$0-
Herb Fitzgerald Company Inc. 401K Plan-12---
2006111$3,098,248$163,044$14,822iApproximate average salary by contribution assumption: employee only about $370,555 at 4% or $247,036 at 6%; with 50% employer match about $247,036 at 4% or $164,691 at 6%; with 100% employer match about $185,277 at 4% or $123,518 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$3,098,248$163,044$14,822iApproximate average salary by contribution assumption: employee only about $370,555 at 4% or $247,036 at 6%; with 50% employer match about $247,036 at 4% or $164,691 at 6%; with 100% employer match about $185,277 at 4% or $123,518 at 6%.
2005112$2,529,606$191,164$15,930iApproximate average salary by contribution assumption: employee only about $398,258 at 4% or $265,506 at 6%; with 50% employer match about $265,506 at 4% or $177,004 at 6%; with 100% employer match about $199,129 at 4% or $132,753 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-12$2,529,606$191,164$15,930iApproximate average salary by contribution assumption: employee only about $398,258 at 4% or $265,506 at 6%; with 50% employer match about $265,506 at 4% or $177,004 at 6%; with 100% employer match about $199,129 at 4% or $132,753 at 6%.
2004113$2,202,839$170,266$13,097iApproximate average salary by contribution assumption: employee only about $327,435 at 4% or $218,290 at 6%; with 50% employer match about $218,290 at 4% or $145,526 at 6%; with 100% employer match about $163,717 at 4% or $109,145 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-13$2,202,839$170,266$13,097iApproximate average salary by contribution assumption: employee only about $327,435 at 4% or $218,290 at 6%; with 50% employer match about $218,290 at 4% or $145,526 at 6%; with 100% employer match about $163,717 at 4% or $109,145 at 6%.
2003112$0$0-
Herb Fitzgerald Company Inc. 401K Plan-12---
2002111$0$0-
Herb Fitzgerald Company Inc. 401K Plan-11---
2001212$0$0-
Herb Fitzgerald Company Inc. 401K Plan-12---
Herb Fitzgerald Company Inc. Money Purchase Pension Plan-0---
2000211$1,505,796$117,426$10,675iApproximate average salary by contribution assumption: employee only about $266,877 at 4% or $177,918 at 6%; with 50% employer match about $177,918 at 4% or $118,612 at 6%; with 100% employer match about $133,439 at 4% or $88,959 at 6%.
Herb Fitzgerald Company Inc. Money Purchase Pension Plan-11$1,254,254$65,565$5,960iApproximate average salary by contribution assumption: employee only about $149,011 at 4% or $99,341 at 6%; with 50% employer match about $99,341 at 4% or $66,227 at 6%; with 100% employer match about $74,506 at 4% or $49,670 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$251,542$51,861$4,715iApproximate average salary by contribution assumption: employee only about $117,866 at 4% or $78,577 at 6%; with 50% employer match about $78,577 at 4% or $52,385 at 6%; with 100% employer match about $58,933 at 4% or $39,289 at 6%.
1999211$1,811,131$118,921$10,811iApproximate average salary by contribution assumption: employee only about $270,275 at 4% or $180,183 at 6%; with 50% employer match about $180,183 at 4% or $120,122 at 6%; with 100% employer match about $135,138 at 4% or $90,092 at 6%.
Herb Fitzgerald Company Inc. Money Purchase Pension Plan-11$1,565,559$69,272$6,297iApproximate average salary by contribution assumption: employee only about $157,436 at 4% or $104,958 at 6%; with 50% employer match about $104,958 at 4% or $69,972 at 6%; with 100% employer match about $78,718 at 4% or $52,479 at 6%.
Herb Fitzgerald Company Inc. 401K Plan-11$245,572$49,649$4,514iApproximate average salary by contribution assumption: employee only about $112,839 at 4% or $75,226 at 6%; with 50% employer match about $75,226 at 4% or $50,151 at 6%; with 100% employer match about $56,419 at 4% or $37,613 at 6%.