Koepsell Funeral Home Inc.
Plan context: Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan
EIN 39-0918450 • Mayville, WI • 22 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$3,244,996
2024 Contributions
$197,689
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 10 | $3,244,996 | $197,689 | $19,769iApproximate average salary by contribution assumption: employee only about $494,223 at 4% or $329,482 at 6%; with 50% employer match about $329,482 at 4% or $219,654 at 6%; with 100% employer match about $247,111 at 4% or $164,741 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 10 | $3,244,996 | $197,689 | $19,769iApproximate average salary by contribution assumption: employee only about $494,223 at 4% or $329,482 at 6%; with 50% employer match about $329,482 at 4% or $219,654 at 6%; with 100% employer match about $247,111 at 4% or $164,741 at 6%. |
| 2023 | 1 | 10 | $2,968,702 | $201,085 | $20,109iApproximate average salary by contribution assumption: employee only about $502,713 at 4% or $335,142 at 6%; with 50% employer match about $335,142 at 4% or $223,428 at 6%; with 100% employer match about $251,356 at 4% or $167,571 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 10 | $2,968,702 | $201,085 | $20,109iApproximate average salary by contribution assumption: employee only about $502,713 at 4% or $335,142 at 6%; with 50% employer match about $335,142 at 4% or $223,428 at 6%; with 100% employer match about $251,356 at 4% or $167,571 at 6%. |
| 2022 | 1 | 10 | $2,375,864 | $197,189 | $19,719iApproximate average salary by contribution assumption: employee only about $492,973 at 4% or $328,648 at 6%; with 50% employer match about $328,648 at 4% or $219,099 at 6%; with 100% employer match about $246,486 at 4% or $164,324 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 10 | $2,375,864 | $197,189 | $19,719iApproximate average salary by contribution assumption: employee only about $492,973 at 4% or $328,648 at 6%; with 50% employer match about $328,648 at 4% or $219,099 at 6%; with 100% employer match about $246,486 at 4% or $164,324 at 6%. |
| 2021 | 1 | 11 | $2,714,877 | $174,655 | $15,878iApproximate average salary by contribution assumption: employee only about $396,943 at 4% or $264,629 at 6%; with 50% employer match about $264,629 at 4% or $176,419 at 6%; with 100% employer match about $198,472 at 4% or $132,314 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 11 | $2,714,877 | $174,655 | $15,878iApproximate average salary by contribution assumption: employee only about $396,943 at 4% or $264,629 at 6%; with 50% employer match about $264,629 at 4% or $176,419 at 6%; with 100% employer match about $198,472 at 4% or $132,314 at 6%. |
| 2020 | 1 | 12 | $2,276,348 | $134,111 | $11,176iApproximate average salary by contribution assumption: employee only about $279,398 at 4% or $186,265 at 6%; with 50% employer match about $186,265 at 4% or $124,177 at 6%; with 100% employer match about $139,699 at 4% or $93,133 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 12 | $2,276,348 | $134,111 | $11,176iApproximate average salary by contribution assumption: employee only about $279,398 at 4% or $186,265 at 6%; with 50% employer match about $186,265 at 4% or $124,177 at 6%; with 100% employer match about $139,699 at 4% or $93,133 at 6%. |
| 2019 | 1 | 11 | $1,874,963 | $122,848 | $11,168iApproximate average salary by contribution assumption: employee only about $279,200 at 4% or $186,133 at 6%; with 50% employer match about $186,133 at 4% or $124,089 at 6%; with 100% employer match about $139,600 at 4% or $93,067 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 11 | $1,874,963 | $122,848 | $11,168iApproximate average salary by contribution assumption: employee only about $279,200 at 4% or $186,133 at 6%; with 50% employer match about $186,133 at 4% or $124,089 at 6%; with 100% employer match about $139,600 at 4% or $93,067 at 6%. |
| 2018 | 1 | 11 | $1,474,799 | $122,224 | $11,111iApproximate average salary by contribution assumption: employee only about $277,782 at 4% or $185,188 at 6%; with 50% employer match about $185,188 at 4% or $123,459 at 6%; with 100% employer match about $138,891 at 4% or $92,594 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 11 | $1,474,799 | $122,224 | $11,111iApproximate average salary by contribution assumption: employee only about $277,782 at 4% or $185,188 at 6%; with 50% employer match about $185,188 at 4% or $123,459 at 6%; with 100% employer match about $138,891 at 4% or $92,594 at 6%. |
| 2017 | 1 | 11 | $1,477,754 | $107,461 | $9,769iApproximate average salary by contribution assumption: employee only about $244,230 at 4% or $162,820 at 6%; with 50% employer match about $162,820 at 4% or $108,546 at 6%; with 100% employer match about $122,115 at 4% or $81,410 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 11 | $1,477,754 | $107,461 | $9,769iApproximate average salary by contribution assumption: employee only about $244,230 at 4% or $162,820 at 6%; with 50% employer match about $162,820 at 4% or $108,546 at 6%; with 100% employer match about $122,115 at 4% or $81,410 at 6%. |
| 2016 | 1 | 11 | $1,181,768 | $104,630 | $9,512iApproximate average salary by contribution assumption: employee only about $237,795 at 4% or $158,530 at 6%; with 50% employer match about $158,530 at 4% or $105,687 at 6%; with 100% employer match about $118,898 at 4% or $79,265 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 11 | $1,181,768 | $104,630 | $9,512iApproximate average salary by contribution assumption: employee only about $237,795 at 4% or $158,530 at 6%; with 50% employer match about $158,530 at 4% or $105,687 at 6%; with 100% employer match about $118,898 at 4% or $79,265 at 6%. |
| 2015 | 1 | 9 | $975,856 | $42,622 | $4,736iApproximate average salary by contribution assumption: employee only about $118,394 at 4% or $78,930 at 6%; with 50% employer match about $78,930 at 4% or $52,620 at 6%; with 100% employer match about $59,197 at 4% or $39,465 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 9 | $975,856 | $42,622 | $4,736iApproximate average salary by contribution assumption: employee only about $118,394 at 4% or $78,930 at 6%; with 50% employer match about $78,930 at 4% or $52,620 at 6%; with 100% employer match about $59,197 at 4% or $39,465 at 6%. |
| 2014 | 1 | 6 | $1,008,320 | $42,573 | $7,096iApproximate average salary by contribution assumption: employee only about $177,388 at 4% or $118,258 at 6%; with 50% employer match about $118,258 at 4% or $78,839 at 6%; with 100% employer match about $88,694 at 4% or $59,129 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 6 | $1,008,320 | $42,573 | $7,096iApproximate average salary by contribution assumption: employee only about $177,388 at 4% or $118,258 at 6%; with 50% employer match about $118,258 at 4% or $78,839 at 6%; with 100% employer match about $88,694 at 4% or $59,129 at 6%. |
| 2013 | 1 | 6 | $935,926 | $39,237 | $6,540iApproximate average salary by contribution assumption: employee only about $163,488 at 4% or $108,992 at 6%; with 50% employer match about $108,992 at 4% or $72,661 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 6 | $935,926 | $39,237 | $6,540iApproximate average salary by contribution assumption: employee only about $163,488 at 4% or $108,992 at 6%; with 50% employer match about $108,992 at 4% or $72,661 at 6%; with 100% employer match about $81,744 at 4% or $54,496 at 6%. |
| 2012 | 1 | 6 | $784,593 | $86,344 | $14,391iApproximate average salary by contribution assumption: employee only about $359,767 at 4% or $239,844 at 6%; with 50% employer match about $239,844 at 4% or $159,896 at 6%; with 100% employer match about $179,883 at 4% or $119,922 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 6 | $784,593 | $86,344 | $14,391iApproximate average salary by contribution assumption: employee only about $359,767 at 4% or $239,844 at 6%; with 50% employer match about $239,844 at 4% or $159,896 at 6%; with 100% employer match about $179,883 at 4% or $119,922 at 6%. |
| 2011 | 1 | 6 | $620,765 | $48,699 | $8,117iApproximate average salary by contribution assumption: employee only about $202,913 at 4% or $135,275 at 6%; with 50% employer match about $135,275 at 4% or $90,183 at 6%; with 100% employer match about $101,456 at 4% or $67,638 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 6 | $620,765 | $48,699 | $8,117iApproximate average salary by contribution assumption: employee only about $202,913 at 4% or $135,275 at 6%; with 50% employer match about $135,275 at 4% or $90,183 at 6%; with 100% employer match about $101,456 at 4% or $67,638 at 6%. |
| 2010 | 1 | 6 | $610,418 | $70,542 | $11,757iApproximate average salary by contribution assumption: employee only about $293,925 at 4% or $195,950 at 6%; with 50% employer match about $195,950 at 4% or $130,633 at 6%; with 100% employer match about $146,963 at 4% or $97,975 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 6 | $610,418 | $70,542 | $11,757iApproximate average salary by contribution assumption: employee only about $293,925 at 4% or $195,950 at 6%; with 50% employer match about $195,950 at 4% or $130,633 at 6%; with 100% employer match about $146,963 at 4% or $97,975 at 6%. |
| 2009 | 1 | 6 | $475,304 | $45,159 | $7,527iApproximate average salary by contribution assumption: employee only about $188,163 at 4% or $125,442 at 6%; with 50% employer match about $125,442 at 4% or $83,628 at 6%; with 100% employer match about $94,081 at 4% or $62,721 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 6 | $475,304 | $45,159 | $7,527iApproximate average salary by contribution assumption: employee only about $188,163 at 4% or $125,442 at 6%; with 50% employer match about $125,442 at 4% or $83,628 at 6%; with 100% employer match about $94,081 at 4% or $62,721 at 6%. |
| 2008 | 1 | 6 | $336,701 | $85,436 | $14,239iApproximate average salary by contribution assumption: employee only about $355,983 at 4% or $237,322 at 6%; with 50% employer match about $237,322 at 4% or $158,215 at 6%; with 100% employer match about $177,992 at 4% or $118,661 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 6 | $336,701 | $85,436 | $14,239iApproximate average salary by contribution assumption: employee only about $355,983 at 4% or $237,322 at 6%; with 50% employer match about $237,322 at 4% or $158,215 at 6%; with 100% employer match about $177,992 at 4% or $118,661 at 6%. |
| 2007 | 1 | 6 | $404,716 | $100,858 | $16,810iApproximate average salary by contribution assumption: employee only about $420,242 at 4% or $280,161 at 6%; with 50% employer match about $280,161 at 4% or $186,774 at 6%; with 100% employer match about $210,121 at 4% or $140,081 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 6 | $404,716 | $100,858 | $16,810iApproximate average salary by contribution assumption: employee only about $420,242 at 4% or $280,161 at 6%; with 50% employer match about $280,161 at 4% or $186,774 at 6%; with 100% employer match about $210,121 at 4% or $140,081 at 6%. |
| 2006 | 2 | 5 | $330,556 | $113,357 | $22,671iApproximate average salary by contribution assumption: employee only about $566,785 at 4% or $377,857 at 6%; with 50% employer match about $377,857 at 4% or $251,904 at 6%; with 100% employer match about $283,393 at 4% or $188,928 at 6%. |
| KOEPSELL FH, INC., I-401K PSP | - | 5 | $330,556 | $113,357 | $22,671iApproximate average salary by contribution assumption: employee only about $566,785 at 4% or $377,857 at 6%; with 50% employer match about $377,857 at 4% or $251,904 at 6%; with 100% employer match about $283,393 at 4% or $188,928 at 6%. |
| KOEPSELL FG, INC.., I-401K PSP | - | 5 | - | - | - |
| 2005 | 1 | 5 | $195,246 | $138,180 | $27,636iApproximate average salary by contribution assumption: employee only about $690,900 at 4% or $460,600 at 6%; with 50% employer match about $460,600 at 4% or $307,067 at 6%; with 100% employer match about $345,450 at 4% or $230,300 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 5 | $195,246 | $138,180 | $27,636iApproximate average salary by contribution assumption: employee only about $690,900 at 4% or $460,600 at 6%; with 50% employer match about $460,600 at 4% or $307,067 at 6%; with 100% employer match about $345,450 at 4% or $230,300 at 6%. |
| 2004 | 1 | 6 | $55,185 | $55,185 | $9,198iApproximate average salary by contribution assumption: employee only about $229,938 at 4% or $153,292 at 6%; with 50% employer match about $153,292 at 4% or $102,194 at 6%; with 100% employer match about $114,969 at 4% or $76,646 at 6%. |
| Koepsell Funeral Home Inc. Integrated 401(K) Profit Sharing Plan | - | 6 | $55,185 | $55,185 | $9,198iApproximate average salary by contribution assumption: employee only about $229,938 at 4% or $153,292 at 6%; with 50% employer match about $153,292 at 4% or $102,194 at 6%; with 100% employer match about $114,969 at 4% or $76,646 at 6%. |