Civic Intelligence

Haase-Lockwood & Associates

Plan context: Haase-Lockwood & Associates 401(K) Profit Sharing Plan

EIN 39-1033046 • Elkhorn, WI • 13 filings • 3 plans

PO Box 161Elkhorn, WI 53121
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$784,143

2025 Contributions

$48,616

Historical Graphs

Total Assets Over Time

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

$784,143$392,072$0201320192025YearValue
$784,143Latest year 2025

Participants Over Time

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

1050201320192025YearValue
10Latest year 2025

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
2025110$784,143$48,616$4,862iApproximate average salary by contribution assumption: employee only about $121,540 at 4% or $81,027 at 6%; with 50% employer match about $81,027 at 4% or $54,018 at 6%; with 100% employer match about $60,770 at 4% or $40,513 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-10$784,143$48,616$4,862iApproximate average salary by contribution assumption: employee only about $121,540 at 4% or $81,027 at 6%; with 50% employer match about $81,027 at 4% or $54,018 at 6%; with 100% employer match about $60,770 at 4% or $40,513 at 6%.
202419$644,558$51,074$5,675iApproximate average salary by contribution assumption: employee only about $141,872 at 4% or $94,581 at 6%; with 50% employer match about $94,581 at 4% or $63,054 at 6%; with 100% employer match about $70,936 at 4% or $47,291 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-9$644,558$51,074$5,675iApproximate average salary by contribution assumption: employee only about $141,872 at 4% or $94,581 at 6%; with 50% employer match about $94,581 at 4% or $63,054 at 6%; with 100% employer match about $70,936 at 4% or $47,291 at 6%.
202319$621,688$54,630$6,070iApproximate average salary by contribution assumption: employee only about $151,750 at 4% or $101,167 at 6%; with 50% employer match about $101,167 at 4% or $67,444 at 6%; with 100% employer match about $75,875 at 4% or $50,583 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-9$621,688$54,630$6,070iApproximate average salary by contribution assumption: employee only about $151,750 at 4% or $101,167 at 6%; with 50% employer match about $101,167 at 4% or $67,444 at 6%; with 100% employer match about $75,875 at 4% or $50,583 at 6%.
202219$486,885$53,469$5,941iApproximate average salary by contribution assumption: employee only about $148,525 at 4% or $99,017 at 6%; with 50% employer match about $99,017 at 4% or $66,011 at 6%; with 100% employer match about $74,263 at 4% or $49,508 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-9$486,885$53,469$5,941iApproximate average salary by contribution assumption: employee only about $148,525 at 4% or $99,017 at 6%; with 50% employer match about $99,017 at 4% or $66,011 at 6%; with 100% employer match about $74,263 at 4% or $49,508 at 6%.
202119$507,968$49,023$5,447iApproximate average salary by contribution assumption: employee only about $136,175 at 4% or $90,783 at 6%; with 50% employer match about $90,783 at 4% or $60,522 at 6%; with 100% employer match about $68,088 at 4% or $45,392 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-9$507,968$49,023$5,447iApproximate average salary by contribution assumption: employee only about $136,175 at 4% or $90,783 at 6%; with 50% employer match about $90,783 at 4% or $60,522 at 6%; with 100% employer match about $68,088 at 4% or $45,392 at 6%.
202018$391,138$48,748$6,094iApproximate average salary by contribution assumption: employee only about $152,338 at 4% or $101,558 at 6%; with 50% employer match about $101,558 at 4% or $67,706 at 6%; with 100% employer match about $76,169 at 4% or $50,779 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-8$391,138$48,748$6,094iApproximate average salary by contribution assumption: employee only about $152,338 at 4% or $101,558 at 6%; with 50% employer match about $101,558 at 4% or $67,706 at 6%; with 100% employer match about $76,169 at 4% or $50,779 at 6%.
201919$384,423$29,024$3,225iApproximate average salary by contribution assumption: employee only about $80,622 at 4% or $53,748 at 6%; with 50% employer match about $53,748 at 4% or $35,832 at 6%; with 100% employer match about $40,311 at 4% or $26,874 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-9$384,423$29,024$3,225iApproximate average salary by contribution assumption: employee only about $80,622 at 4% or $53,748 at 6%; with 50% employer match about $53,748 at 4% or $35,832 at 6%; with 100% employer match about $40,311 at 4% or $26,874 at 6%.
201819$313,946$53,686$5,965iApproximate average salary by contribution assumption: employee only about $149,128 at 4% or $99,419 at 6%; with 50% employer match about $99,419 at 4% or $66,279 at 6%; with 100% employer match about $74,564 at 4% or $49,709 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-9$313,946$53,686$5,965iApproximate average salary by contribution assumption: employee only about $149,128 at 4% or $99,419 at 6%; with 50% employer match about $99,419 at 4% or $66,279 at 6%; with 100% employer match about $74,564 at 4% or $49,709 at 6%.
201719$273,326$55,644$6,183iApproximate average salary by contribution assumption: employee only about $154,567 at 4% or $103,044 at 6%; with 50% employer match about $103,044 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-9$273,326$55,644$6,183iApproximate average salary by contribution assumption: employee only about $154,567 at 4% or $103,044 at 6%; with 50% employer match about $103,044 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
201619$205,492$53,502$5,945iApproximate average salary by contribution assumption: employee only about $148,617 at 4% or $99,078 at 6%; with 50% employer match about $99,078 at 4% or $66,052 at 6%; with 100% employer match about $74,308 at 4% or $49,539 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-9$205,492$53,502$5,945iApproximate average salary by contribution assumption: employee only about $148,617 at 4% or $99,078 at 6%; with 50% employer match about $99,078 at 4% or $66,052 at 6%; with 100% employer match about $74,308 at 4% or $49,539 at 6%.
201519$142,332$48,934$5,437iApproximate average salary by contribution assumption: employee only about $135,928 at 4% or $90,619 at 6%; with 50% employer match about $90,619 at 4% or $60,412 at 6%; with 100% employer match about $67,964 at 4% or $45,309 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-9$142,332$48,934$5,437iApproximate average salary by contribution assumption: employee only about $135,928 at 4% or $90,619 at 6%; with 50% employer match about $90,619 at 4% or $60,412 at 6%; with 100% employer match about $67,964 at 4% or $45,309 at 6%.
201418$103,513$47,008$5,876iApproximate average salary by contribution assumption: employee only about $146,900 at 4% or $97,933 at 6%; with 50% employer match about $97,933 at 4% or $65,289 at 6%; with 100% employer match about $73,450 at 4% or $48,967 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-8$103,513$47,008$5,876iApproximate average salary by contribution assumption: employee only about $146,900 at 4% or $97,933 at 6%; with 50% employer match about $97,933 at 4% or $65,289 at 6%; with 100% employer match about $73,450 at 4% or $48,967 at 6%.
201318$53,569$41,440$5,180iApproximate average salary by contribution assumption: employee only about $129,500 at 4% or $86,333 at 6%; with 50% employer match about $86,333 at 4% or $57,556 at 6%; with 100% employer match about $64,750 at 4% or $43,167 at 6%.
Haase-Lockwood & Associates 401(K) Profit Sharing Plan-8$53,569$41,440$5,180iApproximate average salary by contribution assumption: employee only about $129,500 at 4% or $86,333 at 6%; with 50% employer match about $86,333 at 4% or $57,556 at 6%; with 100% employer match about $64,750 at 4% or $43,167 at 6%.