Civic Intelligence

Weiss, Berzowski, Brady & Donahue

Plan context: Weiss, Berzowski, Brady & Donahue Retirement Plan

EIN 39-1132421 • Milwaukee, WI • 18 filings • 4 plans

700 N Water StreetSuite 1400Milwaukee, WI 53202
Current Snapshot

Latest Year

2016

2016 Participants

40

2016 Assets

$9,242,746

2016 Contributions

$276,646

Historical Graphs

Total Assets Over Time

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

$12,218,588$6,109,294$0199920092016YearValue
$9,242,746Latest year 2016

Participants Over Time

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

46230199920082016YearValue
40Latest year 2016

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
2016140$9,242,746$276,646$6,916iApproximate average salary by contribution assumption: employee only about $172,904 at 4% or $115,269 at 6%; with 50% employer match about $115,269 at 4% or $76,846 at 6%; with 100% employer match about $86,452 at 4% or $57,635 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-40$9,242,746$276,646$6,916iApproximate average salary by contribution assumption: employee only about $172,904 at 4% or $115,269 at 6%; with 50% employer match about $115,269 at 4% or $76,846 at 6%; with 100% employer match about $86,452 at 4% or $57,635 at 6%.
2015141$11,303,404$400,463$9,767iApproximate average salary by contribution assumption: employee only about $244,185 at 4% or $162,790 at 6%; with 50% employer match about $162,790 at 4% or $108,527 at 6%; with 100% employer match about $122,092 at 4% or $81,395 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-41$11,303,404$400,463$9,767iApproximate average salary by contribution assumption: employee only about $244,185 at 4% or $162,790 at 6%; with 50% employer match about $162,790 at 4% or $108,527 at 6%; with 100% employer match about $122,092 at 4% or $81,395 at 6%.
2014139$11,945,349$455,573$11,681iApproximate average salary by contribution assumption: employee only about $292,034 at 4% or $194,689 at 6%; with 50% employer match about $194,689 at 4% or $129,793 at 6%; with 100% employer match about $146,017 at 4% or $97,345 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-39$11,945,349$455,573$11,681iApproximate average salary by contribution assumption: employee only about $292,034 at 4% or $194,689 at 6%; with 50% employer match about $194,689 at 4% or $129,793 at 6%; with 100% employer match about $146,017 at 4% or $97,345 at 6%.
2013142$12,218,588$438,409$10,438iApproximate average salary by contribution assumption: employee only about $260,958 at 4% or $173,972 at 6%; with 50% employer match about $173,972 at 4% or $115,981 at 6%; with 100% employer match about $130,479 at 4% or $86,986 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-42$12,218,588$438,409$10,438iApproximate average salary by contribution assumption: employee only about $260,958 at 4% or $173,972 at 6%; with 50% employer match about $173,972 at 4% or $115,981 at 6%; with 100% employer match about $130,479 at 4% or $86,986 at 6%.
2012145$10,270,695$462,286$10,273iApproximate average salary by contribution assumption: employee only about $256,826 at 4% or $171,217 at 6%; with 50% employer match about $171,217 at 4% or $114,145 at 6%; with 100% employer match about $128,413 at 4% or $85,609 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-45$10,270,695$462,286$10,273iApproximate average salary by contribution assumption: employee only about $256,826 at 4% or $171,217 at 6%; with 50% employer match about $171,217 at 4% or $114,145 at 6%; with 100% employer match about $128,413 at 4% or $85,609 at 6%.
2011146$9,095,981$571,708$12,428iApproximate average salary by contribution assumption: employee only about $310,711 at 4% or $207,141 at 6%; with 50% employer match about $207,141 at 4% or $138,094 at 6%; with 100% employer match about $155,355 at 4% or $103,570 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-46$9,095,981$571,708$12,428iApproximate average salary by contribution assumption: employee only about $310,711 at 4% or $207,141 at 6%; with 50% employer match about $207,141 at 4% or $138,094 at 6%; with 100% employer match about $155,355 at 4% or $103,570 at 6%.
2010143$9,323,629$566,854$13,183iApproximate average salary by contribution assumption: employee only about $329,566 at 4% or $219,711 at 6%; with 50% employer match about $219,711 at 4% or $146,474 at 6%; with 100% employer match about $164,783 at 4% or $109,855 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-43$9,323,629$566,854$13,183iApproximate average salary by contribution assumption: employee only about $329,566 at 4% or $219,711 at 6%; with 50% employer match about $219,711 at 4% or $146,474 at 6%; with 100% employer match about $164,783 at 4% or $109,855 at 6%.
2009146$8,282,852$522,190$11,352iApproximate average salary by contribution assumption: employee only about $283,799 at 4% or $189,199 at 6%; with 50% employer match about $189,199 at 4% or $126,133 at 6%; with 100% employer match about $141,899 at 4% or $94,600 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-46$8,282,852$522,190$11,352iApproximate average salary by contribution assumption: employee only about $283,799 at 4% or $189,199 at 6%; with 50% employer match about $189,199 at 4% or $126,133 at 6%; with 100% employer match about $141,899 at 4% or $94,600 at 6%.
2008140$6,489,819$751,546$18,789iApproximate average salary by contribution assumption: employee only about $469,716 at 4% or $313,144 at 6%; with 50% employer match about $313,144 at 4% or $208,763 at 6%; with 100% employer match about $234,858 at 4% or $156,572 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-40$6,489,819$751,546$18,789iApproximate average salary by contribution assumption: employee only about $469,716 at 4% or $313,144 at 6%; with 50% employer match about $313,144 at 4% or $208,763 at 6%; with 100% employer match about $234,858 at 4% or $156,572 at 6%.
2007142$8,718,304$342,247$8,149iApproximate average salary by contribution assumption: employee only about $203,718 at 4% or $135,812 at 6%; with 50% employer match about $135,812 at 4% or $90,542 at 6%; with 100% employer match about $101,859 at 4% or $67,906 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-42$8,718,304$342,247$8,149iApproximate average salary by contribution assumption: employee only about $203,718 at 4% or $135,812 at 6%; with 50% employer match about $135,812 at 4% or $90,542 at 6%; with 100% employer match about $101,859 at 4% or $67,906 at 6%.
2006142$8,161,505$675,650$16,087iApproximate average salary by contribution assumption: employee only about $402,173 at 4% or $268,115 at 6%; with 50% employer match about $268,115 at 4% or $178,743 at 6%; with 100% employer match about $201,086 at 4% or $134,058 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-42$8,161,505$675,650$16,087iApproximate average salary by contribution assumption: employee only about $402,173 at 4% or $268,115 at 6%; with 50% employer match about $268,115 at 4% or $178,743 at 6%; with 100% employer match about $201,086 at 4% or $134,058 at 6%.
2005138$6,659,225$512,976$13,499iApproximate average salary by contribution assumption: employee only about $337,484 at 4% or $224,989 at 6%; with 50% employer match about $224,989 at 4% or $149,993 at 6%; with 100% employer match about $168,742 at 4% or $112,495 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-38$6,659,225$512,976$13,499iApproximate average salary by contribution assumption: employee only about $337,484 at 4% or $224,989 at 6%; with 50% employer match about $224,989 at 4% or $149,993 at 6%; with 100% employer match about $168,742 at 4% or $112,495 at 6%.
2004140$5,734,204$304,709$7,618iApproximate average salary by contribution assumption: employee only about $190,443 at 4% or $126,962 at 6%; with 50% employer match about $126,962 at 4% or $84,641 at 6%; with 100% employer match about $95,222 at 4% or $63,481 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-40$5,734,204$304,709$7,618iApproximate average salary by contribution assumption: employee only about $190,443 at 4% or $126,962 at 6%; with 50% employer match about $126,962 at 4% or $84,641 at 6%; with 100% employer match about $95,222 at 4% or $63,481 at 6%.
2003137$5,011,745$369,282$9,981iApproximate average salary by contribution assumption: employee only about $249,515 at 4% or $166,343 at 6%; with 50% employer match about $166,343 at 4% or $110,895 at 6%; with 100% employer match about $124,757 at 4% or $83,172 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-37$5,011,745$369,282$9,981iApproximate average salary by contribution assumption: employee only about $249,515 at 4% or $166,343 at 6%; with 50% employer match about $166,343 at 4% or $110,895 at 6%; with 100% employer match about $124,757 at 4% or $83,172 at 6%.
2002137$4,447,447$370,786$10,021iApproximate average salary by contribution assumption: employee only about $250,531 at 4% or $167,021 at 6%; with 50% employer match about $167,021 at 4% or $111,347 at 6%; with 100% employer match about $125,266 at 4% or $83,510 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-37$4,447,447$370,786$10,021iApproximate average salary by contribution assumption: employee only about $250,531 at 4% or $167,021 at 6%; with 50% employer match about $167,021 at 4% or $111,347 at 6%; with 100% employer match about $125,266 at 4% or $83,510 at 6%.
2001140$0$0-
Weiss, Berzowski, Brady & Donahue Retirement Plan-40---
2000136$0$0-
Weiss, Berzowski, Brady & Donahue Retirement Plan-36---
1999137$5,923,578$326,959$8,837iApproximate average salary by contribution assumption: employee only about $220,918 at 4% or $147,279 at 6%; with 50% employer match about $147,279 at 4% or $98,186 at 6%; with 100% employer match about $110,459 at 4% or $73,639 at 6%.
Weiss, Berzowski, Brady & Donahue Retirement Plan-37$5,923,578$326,959$8,837iApproximate average salary by contribution assumption: employee only about $220,918 at 4% or $147,279 at 6%; with 50% employer match about $147,279 at 4% or $98,186 at 6%; with 100% employer match about $110,459 at 4% or $73,639 at 6%.