William Eisner and Associates Inc.
Plan context: William Eisner & Associates Inc Cash Balance Plan
EIN 39-0966842 • Hales Corners, WI • 31 filings • 7 plans
Current Snapshot
Latest Year
2020
2020 Participants
12
2020 Assets
$92,702
2020 Contributions
$61,133
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| William Eisner & Associates Inc Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2019 | 2 | 12 | $92,702 | $61,133 | $5,094iApproximate average salary by contribution assumption: employee only about $127,360 at 4% or $84,907 at 6%; with 50% employer match about $84,907 at 4% or $56,605 at 6%; with 100% employer match about $63,680 at 4% or $42,453 at 6%. |
| William Eisner & Associates Inc Cash Balance Plan | - | 12 | $92,702 | $0 | - |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 0 | - | $61,133 | - |
| 2018 | 2 | 18 | $3,672,374 | $110,630 | $6,146iApproximate average salary by contribution assumption: employee only about $153,653 at 4% or $102,435 at 6%; with 50% employer match about $102,435 at 4% or $68,290 at 6%; with 100% employer match about $76,826 at 4% or $51,218 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 18 | $3,443,834 | $105,322 | $5,851iApproximate average salary by contribution assumption: employee only about $146,281 at 4% or $97,520 at 6%; with 50% employer match about $97,520 at 4% or $65,014 at 6%; with 100% employer match about $73,140 at 4% or $48,760 at 6%. |
| William Eisner & Associates Inc Cash Balance Plan | - | 14 | $228,540 | $5,308 | $379iApproximate average salary by contribution assumption: employee only about $9,479 at 4% or $6,319 at 6%; with 50% employer match about $6,319 at 4% or $4,213 at 6%; with 100% employer match about $4,739 at 4% or $3,160 at 6%. |
| 2017 | 2 | 20 | $4,000,405 | $170,311 | $8,516iApproximate average salary by contribution assumption: employee only about $212,889 at 4% or $141,926 at 6%; with 50% employer match about $141,926 at 4% or $94,617 at 6%; with 100% employer match about $106,444 at 4% or $70,963 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 20 | $3,744,576 | $113,311 | $5,666iApproximate average salary by contribution assumption: employee only about $141,639 at 4% or $94,426 at 6%; with 50% employer match about $94,426 at 4% or $62,951 at 6%; with 100% employer match about $70,819 at 4% or $47,213 at 6%. |
| William Eisner & Associates Inc Cash Balance Plan | - | 17 | $255,829 | $57,000 | $3,353iApproximate average salary by contribution assumption: employee only about $83,824 at 4% or $55,882 at 6%; with 50% employer match about $55,882 at 4% or $37,255 at 6%; with 100% employer match about $41,912 at 4% or $27,941 at 6%. |
| 2016 | 2 | 19 | $3,784,485 | $121,280 | $6,383iApproximate average salary by contribution assumption: employee only about $159,579 at 4% or $106,386 at 6%; with 50% employer match about $106,386 at 4% or $70,924 at 6%; with 100% employer match about $79,789 at 4% or $53,193 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 19 | $2,990,507 | $112,142 | $5,902iApproximate average salary by contribution assumption: employee only about $147,555 at 4% or $98,370 at 6%; with 50% employer match about $98,370 at 4% or $65,580 at 6%; with 100% employer match about $73,778 at 4% or $49,185 at 6%. |
| William Eisner & Associates Inc Cash Balance Plan | - | 18 | $793,978 | $9,138 | $508iApproximate average salary by contribution assumption: employee only about $12,692 at 4% or $8,461 at 6%; with 50% employer match about $8,461 at 4% or $5,641 at 6%; with 100% employer match about $6,346 at 4% or $4,231 at 6%. |
| 2015 | 2 | 19 | $3,513,555 | $208,914 | $10,995iApproximate average salary by contribution assumption: employee only about $274,887 at 4% or $183,258 at 6%; with 50% employer match about $183,258 at 4% or $122,172 at 6%; with 100% employer match about $137,443 at 4% or $91,629 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 19 | $2,763,780 | $200,095 | $10,531iApproximate average salary by contribution assumption: employee only about $263,283 at 4% or $175,522 at 6%; with 50% employer match about $175,522 at 4% or $117,015 at 6%; with 100% employer match about $131,641 at 4% or $87,761 at 6%. |
| William Eisner & Associates Inc Cash Balance Plan | - | 18 | $749,775 | $8,819 | $490iApproximate average salary by contribution assumption: employee only about $12,249 at 4% or $8,166 at 6%; with 50% employer match about $8,166 at 4% or $5,444 at 6%; with 100% employer match about $6,124 at 4% or $4,083 at 6%. |
| 2014 | 2 | 27 | $3,607,491 | $352,293 | $13,048iApproximate average salary by contribution assumption: employee only about $326,197 at 4% or $217,465 at 6%; with 50% employer match about $217,465 at 4% or $144,977 at 6%; with 100% employer match about $163,099 at 4% or $108,732 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 27 | $2,847,258 | $109,980 | $4,073iApproximate average salary by contribution assumption: employee only about $101,833 at 4% or $67,889 at 6%; with 50% employer match about $67,889 at 4% or $45,259 at 6%; with 100% employer match about $50,917 at 4% or $33,944 at 6%. |
| William Eisner & Associates Inc Cash Balance Plan | - | 19 | $760,233 | $242,313 | $12,753iApproximate average salary by contribution assumption: employee only about $318,833 at 4% or $212,555 at 6%; with 50% employer match about $212,555 at 4% or $141,704 at 6%; with 100% employer match about $159,416 at 4% or $106,278 at 6%. |
| 2013 | 2 | 23 | $3,145,972 | $200,782 | $8,730iApproximate average salary by contribution assumption: employee only about $218,241 at 4% or $145,494 at 6%; with 50% employer match about $145,494 at 4% or $96,996 at 6%; with 100% employer match about $109,121 at 4% or $72,747 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 23 | $2,636,487 | $200,782 | $8,730iApproximate average salary by contribution assumption: employee only about $218,241 at 4% or $145,494 at 6%; with 50% employer match about $145,494 at 4% or $96,996 at 6%; with 100% employer match about $109,121 at 4% or $72,747 at 6%. |
| William Eisner & Associates Inc Cash Balance Plan | - | 16 | $509,485 | - | - |
| 2012 | 2 | 21 | $2,519,874 | $447,380 | $21,304iApproximate average salary by contribution assumption: employee only about $532,595 at 4% or $355,063 at 6%; with 50% employer match about $355,063 at 4% or $236,709 at 6%; with 100% employer match about $266,298 at 4% or $177,532 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 21 | $2,038,136 | $217,708 | $10,367iApproximate average salary by contribution assumption: employee only about $259,176 at 4% or $172,784 at 6%; with 50% employer match about $172,784 at 4% or $115,189 at 6%; with 100% employer match about $129,588 at 4% or $86,392 at 6%. |
| William Eisner & Associates Inc Cash Balance Plan | - | 17 | $481,738 | $229,672 | $13,510iApproximate average salary by contribution assumption: employee only about $337,753 at 4% or $225,169 at 6%; with 50% employer match about $225,169 at 4% or $150,112 at 6%; with 100% employer match about $168,876 at 4% or $112,584 at 6%. |
| 2011 | 2 | 22 | $1,859,964 | $299,862 | $13,630iApproximate average salary by contribution assumption: employee only about $340,752 at 4% or $227,168 at 6%; with 50% employer match about $227,168 at 4% or $151,445 at 6%; with 100% employer match about $170,376 at 4% or $113,584 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 22 | $1,619,959 | $59,857 | $2,721iApproximate average salary by contribution assumption: employee only about $68,019 at 4% or $45,346 at 6%; with 50% employer match about $45,346 at 4% or $30,231 at 6%; with 100% employer match about $34,010 at 4% or $22,673 at 6%. |
| William Eisner & Associates Inc Cash Balance Plan | - | 17 | $240,005 | $240,005 | $14,118iApproximate average salary by contribution assumption: employee only about $352,949 at 4% or $235,299 at 6%; with 50% employer match about $235,299 at 4% or $156,866 at 6%; with 100% employer match about $176,474 at 4% or $117,650 at 6%. |
| 2010 | 1 | 19 | $1,666,111 | $41,759 | $2,198iApproximate average salary by contribution assumption: employee only about $54,946 at 4% or $36,631 at 6%; with 50% employer match about $36,631 at 4% or $24,420 at 6%; with 100% employer match about $27,473 at 4% or $18,315 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 19 | $1,666,111 | $41,759 | $2,198iApproximate average salary by contribution assumption: employee only about $54,946 at 4% or $36,631 at 6%; with 50% employer match about $36,631 at 4% or $24,420 at 6%; with 100% employer match about $27,473 at 4% or $18,315 at 6%. |
| 2009 | 1 | 24 | $1,566,463 | $131,249 | $5,469iApproximate average salary by contribution assumption: employee only about $136,718 at 4% or $91,145 at 6%; with 50% employer match about $91,145 at 4% or $60,763 at 6%; with 100% employer match about $68,359 at 4% or $45,573 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 24 | $1,566,463 | $131,249 | $5,469iApproximate average salary by contribution assumption: employee only about $136,718 at 4% or $91,145 at 6%; with 50% employer match about $91,145 at 4% or $60,763 at 6%; with 100% employer match about $68,359 at 4% or $45,573 at 6%. |
| 2008 | 1 | 23 | $1,459,567 | $161,261 | $7,011iApproximate average salary by contribution assumption: employee only about $175,284 at 4% or $116,856 at 6%; with 50% employer match about $116,856 at 4% or $77,904 at 6%; with 100% employer match about $87,642 at 4% or $58,428 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 23 | $1,459,567 | $161,261 | $7,011iApproximate average salary by contribution assumption: employee only about $175,284 at 4% or $116,856 at 6%; with 50% employer match about $116,856 at 4% or $77,904 at 6%; with 100% employer match about $87,642 at 4% or $58,428 at 6%. |
| 2007 | 1 | 25 | $1,966,766 | $136,755 | $5,470iApproximate average salary by contribution assumption: employee only about $136,755 at 4% or $91,170 at 6%; with 50% employer match about $91,170 at 4% or $60,780 at 6%; with 100% employer match about $68,378 at 4% or $45,585 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 25 | $1,966,766 | $136,755 | $5,470iApproximate average salary by contribution assumption: employee only about $136,755 at 4% or $91,170 at 6%; with 50% employer match about $91,170 at 4% or $60,780 at 6%; with 100% employer match about $68,378 at 4% or $45,585 at 6%. |
| 2006 | 1 | 21 | $1,800,821 | $122,263 | $5,822iApproximate average salary by contribution assumption: employee only about $145,551 at 4% or $97,034 at 6%; with 50% employer match about $97,034 at 4% or $64,689 at 6%; with 100% employer match about $72,776 at 4% or $48,517 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 21 | $1,800,821 | $122,263 | $5,822iApproximate average salary by contribution assumption: employee only about $145,551 at 4% or $97,034 at 6%; with 50% employer match about $97,034 at 4% or $64,689 at 6%; with 100% employer match about $72,776 at 4% or $48,517 at 6%. |
| 2005 | 1 | 24 | $1,492,672 | $173,320 | $7,222iApproximate average salary by contribution assumption: employee only about $180,542 at 4% or $120,361 at 6%; with 50% employer match about $120,361 at 4% or $80,241 at 6%; with 100% employer match about $90,271 at 4% or $60,181 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 24 | $1,492,672 | $173,320 | $7,222iApproximate average salary by contribution assumption: employee only about $180,542 at 4% or $120,361 at 6%; with 50% employer match about $120,361 at 4% or $80,241 at 6%; with 100% employer match about $90,271 at 4% or $60,181 at 6%. |
| 2004 | 1 | 27 | $1,596,195 | $130,190 | $4,822iApproximate average salary by contribution assumption: employee only about $120,546 at 4% or $80,364 at 6%; with 50% employer match about $80,364 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 27 | $1,596,195 | $130,190 | $4,822iApproximate average salary by contribution assumption: employee only about $120,546 at 4% or $80,364 at 6%; with 50% employer match about $80,364 at 4% or $53,576 at 6%; with 100% employer match about $60,273 at 4% or $40,182 at 6%. |
| 2003 | 1 | 24 | $1,326,604 | $98,812 | $4,117iApproximate average salary by contribution assumption: employee only about $102,929 at 4% or $68,619 at 6%; with 50% employer match about $68,619 at 4% or $45,746 at 6%; with 100% employer match about $51,465 at 4% or $34,310 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 24 | $1,326,604 | $98,812 | $4,117iApproximate average salary by contribution assumption: employee only about $102,929 at 4% or $68,619 at 6%; with 50% employer match about $68,619 at 4% or $45,746 at 6%; with 100% employer match about $51,465 at 4% or $34,310 at 6%. |
| 2002 | 1 | 21 | $955,807 | $80,587 | $3,837iApproximate average salary by contribution assumption: employee only about $95,937 at 4% or $63,958 at 6%; with 50% employer match about $63,958 at 4% or $42,639 at 6%; with 100% employer match about $47,968 at 4% or $31,979 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 21 | $955,807 | $80,587 | $3,837iApproximate average salary by contribution assumption: employee only about $95,937 at 4% or $63,958 at 6%; with 50% employer match about $63,958 at 4% or $42,639 at 6%; with 100% employer match about $47,968 at 4% or $31,979 at 6%. |
| 2001 | 1 | 24 | $0 | $0 | - |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 24 | - | - | - |
| 2000 | 1 | 21 | $1,387,448 | $65,542 | $3,121iApproximate average salary by contribution assumption: employee only about $78,026 at 4% or $52,017 at 6%; with 50% employer match about $52,017 at 4% or $34,678 at 6%; with 100% employer match about $39,013 at 4% or $26,009 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 21 | $1,387,448 | $65,542 | $3,121iApproximate average salary by contribution assumption: employee only about $78,026 at 4% or $52,017 at 6%; with 50% employer match about $52,017 at 4% or $34,678 at 6%; with 100% employer match about $39,013 at 4% or $26,009 at 6%. |
| 1999 | 1 | 20 | $1,450,345 | $87,516 | $4,376iApproximate average salary by contribution assumption: employee only about $109,395 at 4% or $72,930 at 6%; with 50% employer match about $72,930 at 4% or $48,620 at 6%; with 100% employer match about $54,698 at 4% or $36,465 at 6%. |
| William Eisner and Associates Inc. Profit-Sharing and 401K Plan | - | 20 | $1,450,345 | $87,516 | $4,376iApproximate average salary by contribution assumption: employee only about $109,395 at 4% or $72,930 at 6%; with 50% employer match about $72,930 at 4% or $48,620 at 6%; with 100% employer match about $54,698 at 4% or $36,465 at 6%. |