Civic Intelligence

S.D. Ellenbecker Inc.

Plan context: S.D. Ellenbecker Inc. 401(K) Plan

EIN 39-1158427 • Athens, WI • 20 filings • 2 plans

1222 Mount View LaneAthens, WI 54411
Current Snapshot

Latest Year

2025

2025 Participants

49

2025 Assets

$4,648,685

2025 Contributions

$310,795

Historical Graphs

Total Assets Over Time

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

$4,648,685$2,324,343$0200620172025YearValue
$4,648,685Latest year 2025

Participants Over Time

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

53270200620162025YearValue
49Latest 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
2025149$4,648,685$310,795$6,343iApproximate average salary by contribution assumption: employee only about $158,569 at 4% or $105,713 at 6%; with 50% employer match about $105,713 at 4% or $70,475 at 6%; with 100% employer match about $79,284 at 4% or $52,856 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-49$4,648,685$310,795$6,343iApproximate average salary by contribution assumption: employee only about $158,569 at 4% or $105,713 at 6%; with 50% employer match about $105,713 at 4% or $70,475 at 6%; with 100% employer match about $79,284 at 4% or $52,856 at 6%.
2024150$3,933,396$266,186$5,324iApproximate average salary by contribution assumption: employee only about $133,093 at 4% or $88,729 at 6%; with 50% employer match about $88,729 at 4% or $59,152 at 6%; with 100% employer match about $66,547 at 4% or $44,364 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-50$3,933,396$266,186$5,324iApproximate average salary by contribution assumption: employee only about $133,093 at 4% or $88,729 at 6%; with 50% employer match about $88,729 at 4% or $59,152 at 6%; with 100% employer match about $66,547 at 4% or $44,364 at 6%.
2023149$3,305,605$279,203$5,698iApproximate average salary by contribution assumption: employee only about $142,451 at 4% or $94,967 at 6%; with 50% employer match about $94,967 at 4% or $63,311 at 6%; with 100% employer match about $71,225 at 4% or $47,484 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-49$3,305,605$279,203$5,698iApproximate average salary by contribution assumption: employee only about $142,451 at 4% or $94,967 at 6%; with 50% employer match about $94,967 at 4% or $63,311 at 6%; with 100% employer match about $71,225 at 4% or $47,484 at 6%.
2022145$2,699,873$260,954$5,799iApproximate average salary by contribution assumption: employee only about $144,974 at 4% or $96,650 at 6%; with 50% employer match about $96,650 at 4% or $64,433 at 6%; with 100% employer match about $72,487 at 4% or $48,325 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-45$2,699,873$260,954$5,799iApproximate average salary by contribution assumption: employee only about $144,974 at 4% or $96,650 at 6%; with 50% employer match about $96,650 at 4% or $64,433 at 6%; with 100% employer match about $72,487 at 4% or $48,325 at 6%.
2021148$2,970,649$251,426$5,238iApproximate average salary by contribution assumption: employee only about $130,951 at 4% or $87,301 at 6%; with 50% employer match about $87,301 at 4% or $58,200 at 6%; with 100% employer match about $65,476 at 4% or $43,650 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-48$2,970,649$251,426$5,238iApproximate average salary by contribution assumption: employee only about $130,951 at 4% or $87,301 at 6%; with 50% employer match about $87,301 at 4% or $58,200 at 6%; with 100% employer match about $65,476 at 4% or $43,650 at 6%.
2020145$2,753,789$197,432$4,387iApproximate average salary by contribution assumption: employee only about $109,684 at 4% or $73,123 at 6%; with 50% employer match about $73,123 at 4% or $48,749 at 6%; with 100% employer match about $54,842 at 4% or $36,561 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-45$2,753,789$197,432$4,387iApproximate average salary by contribution assumption: employee only about $109,684 at 4% or $73,123 at 6%; with 50% employer match about $73,123 at 4% or $48,749 at 6%; with 100% employer match about $54,842 at 4% or $36,561 at 6%.
2019137$2,238,054$161,730$4,371iApproximate average salary by contribution assumption: employee only about $109,277 at 4% or $72,851 at 6%; with 50% employer match about $72,851 at 4% or $48,568 at 6%; with 100% employer match about $54,639 at 4% or $36,426 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-37$2,238,054$161,730$4,371iApproximate average salary by contribution assumption: employee only about $109,277 at 4% or $72,851 at 6%; with 50% employer match about $72,851 at 4% or $48,568 at 6%; with 100% employer match about $54,639 at 4% or $36,426 at 6%.
2018149$2,363,615$142,066$2,899iApproximate average salary by contribution assumption: employee only about $72,483 at 4% or $48,322 at 6%; with 50% employer match about $48,322 at 4% or $32,215 at 6%; with 100% employer match about $36,241 at 4% or $24,161 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-49$2,363,615$142,066$2,899iApproximate average salary by contribution assumption: employee only about $72,483 at 4% or $48,322 at 6%; with 50% employer match about $48,322 at 4% or $32,215 at 6%; with 100% employer match about $36,241 at 4% or $24,161 at 6%.
2017153$2,390,498$153,058$2,888iApproximate average salary by contribution assumption: employee only about $72,197 at 4% or $48,131 at 6%; with 50% employer match about $48,131 at 4% or $32,088 at 6%; with 100% employer match about $36,099 at 4% or $24,066 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-53$2,390,498$153,058$2,888iApproximate average salary by contribution assumption: employee only about $72,197 at 4% or $48,131 at 6%; with 50% employer match about $48,131 at 4% or $32,088 at 6%; with 100% employer match about $36,099 at 4% or $24,066 at 6%.
2016153$2,092,756$159,890$3,017iApproximate average salary by contribution assumption: employee only about $75,420 at 4% or $50,280 at 6%; with 50% employer match about $50,280 at 4% or $33,520 at 6%; with 100% employer match about $37,710 at 4% or $25,140 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-53$2,092,756$159,890$3,017iApproximate average salary by contribution assumption: employee only about $75,420 at 4% or $50,280 at 6%; with 50% employer match about $50,280 at 4% or $33,520 at 6%; with 100% employer match about $37,710 at 4% or $25,140 at 6%.
2015153$1,877,445$136,182$2,569iApproximate average salary by contribution assumption: employee only about $64,237 at 4% or $42,825 at 6%; with 50% employer match about $42,825 at 4% or $28,550 at 6%; with 100% employer match about $32,118 at 4% or $21,412 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-53$1,877,445$136,182$2,569iApproximate average salary by contribution assumption: employee only about $64,237 at 4% or $42,825 at 6%; with 50% employer match about $42,825 at 4% or $28,550 at 6%; with 100% employer match about $32,118 at 4% or $21,412 at 6%.
2014140$1,772,951$102,702$2,568iApproximate average salary by contribution assumption: employee only about $64,189 at 4% or $42,793 at 6%; with 50% employer match about $42,793 at 4% or $28,528 at 6%; with 100% employer match about $32,094 at 4% or $21,396 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-40$1,772,951$102,702$2,568iApproximate average salary by contribution assumption: employee only about $64,189 at 4% or $42,793 at 6%; with 50% employer match about $42,793 at 4% or $28,528 at 6%; with 100% employer match about $32,094 at 4% or $21,396 at 6%.
2013143$1,548,400$101,502$2,361iApproximate average salary by contribution assumption: employee only about $59,013 at 4% or $39,342 at 6%; with 50% employer match about $39,342 at 4% or $26,228 at 6%; with 100% employer match about $29,506 at 4% or $19,671 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-43$1,548,400$101,502$2,361iApproximate average salary by contribution assumption: employee only about $59,013 at 4% or $39,342 at 6%; with 50% employer match about $39,342 at 4% or $26,228 at 6%; with 100% employer match about $29,506 at 4% or $19,671 at 6%.
2012129$1,288,786$14,576$503iApproximate average salary by contribution assumption: employee only about $12,566 at 4% or $8,377 at 6%; with 50% employer match about $8,377 at 4% or $5,585 at 6%; with 100% employer match about $6,283 at 4% or $4,189 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-29$1,288,786$14,576$503iApproximate average salary by contribution assumption: employee only about $12,566 at 4% or $8,377 at 6%; with 50% employer match about $8,377 at 4% or $5,585 at 6%; with 100% employer match about $6,283 at 4% or $4,189 at 6%.
2011130$1,151,005$13,418$447iApproximate average salary by contribution assumption: employee only about $11,182 at 4% or $7,454 at 6%; with 50% employer match about $7,454 at 4% or $4,970 at 6%; with 100% employer match about $5,591 at 4% or $3,727 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-30$1,151,005$13,418$447iApproximate average salary by contribution assumption: employee only about $11,182 at 4% or $7,454 at 6%; with 50% employer match about $7,454 at 4% or $4,970 at 6%; with 100% employer match about $5,591 at 4% or $3,727 at 6%.
2010130$1,164,571$17,710$590iApproximate average salary by contribution assumption: employee only about $14,758 at 4% or $9,839 at 6%; with 50% employer match about $9,839 at 4% or $6,559 at 6%; with 100% employer match about $7,379 at 4% or $4,919 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-30$1,164,571$17,710$590iApproximate average salary by contribution assumption: employee only about $14,758 at 4% or $9,839 at 6%; with 50% employer match about $9,839 at 4% or $6,559 at 6%; with 100% employer match about $7,379 at 4% or $4,919 at 6%.
200910$0$0-
S.D. Ellenbecker Inc. 401(K) Plan-----
2008129$801,192$84,739$2,922iApproximate average salary by contribution assumption: employee only about $73,051 at 4% or $48,701 at 6%; with 50% employer match about $48,701 at 4% or $32,467 at 6%; with 100% employer match about $36,525 at 4% or $24,350 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-29$801,192$84,739$2,922iApproximate average salary by contribution assumption: employee only about $73,051 at 4% or $48,701 at 6%; with 50% employer match about $48,701 at 4% or $32,467 at 6%; with 100% employer match about $36,525 at 4% or $24,350 at 6%.
2007126$0$0-
S.D. Ellenbecker Inc. 401(K) Plan-26---
2006126$927,122$926,550$35,637iApproximate average salary by contribution assumption: employee only about $890,913 at 4% or $593,942 at 6%; with 50% employer match about $593,942 at 4% or $395,962 at 6%; with 100% employer match about $445,457 at 4% or $296,971 at 6%.
S.D. Ellenbecker Inc. 401(K) Plan-26$927,122$926,550$35,637iApproximate average salary by contribution assumption: employee only about $890,913 at 4% or $593,942 at 6%; with 50% employer match about $593,942 at 4% or $395,962 at 6%; with 100% employer match about $445,457 at 4% or $296,971 at 6%.