Civic Intelligence

Otjen, Van Ert, Lieb & Weir, S.C.

Plan context: Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan

EIN 39-1211806 • Waukesha, WI • 26 filings • 6 plans

20935 Swenson Dr. Suite 310Waukesha, WI 53186
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$2,637,349

2024 Contributions

$197,305

Historical Graphs

Total Assets Over Time

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

$10,438,966$5,219,483$0199920162024YearValue
$2,637,349Latest year 2024

Participants Over Time

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

34170199920122024YearValue
18Latest year 2024

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
2024118$2,637,349$197,305$10,961iApproximate average salary by contribution assumption: employee only about $274,035 at 4% or $182,690 at 6%; with 50% employer match about $182,690 at 4% or $121,793 at 6%; with 100% employer match about $137,017 at 4% or $91,345 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-18$2,637,349$197,305$10,961iApproximate average salary by contribution assumption: employee only about $274,035 at 4% or $182,690 at 6%; with 50% employer match about $182,690 at 4% or $121,793 at 6%; with 100% employer match about $137,017 at 4% or $91,345 at 6%.
2023120$2,425,760$180,391$9,020iApproximate average salary by contribution assumption: employee only about $225,489 at 4% or $150,326 at 6%; with 50% employer match about $150,326 at 4% or $100,217 at 6%; with 100% employer match about $112,744 at 4% or $75,163 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-20$2,425,760$180,391$9,020iApproximate average salary by contribution assumption: employee only about $225,489 at 4% or $150,326 at 6%; with 50% employer match about $150,326 at 4% or $100,217 at 6%; with 100% employer match about $112,744 at 4% or $75,163 at 6%.
2022120$1,904,738$183,502$9,175iApproximate average salary by contribution assumption: employee only about $229,378 at 4% or $152,918 at 6%; with 50% employer match about $152,918 at 4% or $101,946 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-20$1,904,738$183,502$9,175iApproximate average salary by contribution assumption: employee only about $229,378 at 4% or $152,918 at 6%; with 50% employer match about $152,918 at 4% or $101,946 at 6%; with 100% employer match about $114,689 at 4% or $76,459 at 6%.
2021119$2,928,854$201,415$10,601iApproximate average salary by contribution assumption: employee only about $265,020 at 4% or $176,680 at 6%; with 50% employer match about $176,680 at 4% or $117,787 at 6%; with 100% employer match about $132,510 at 4% or $88,340 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-19$2,928,854$201,415$10,601iApproximate average salary by contribution assumption: employee only about $265,020 at 4% or $176,680 at 6%; with 50% employer match about $176,680 at 4% or $117,787 at 6%; with 100% employer match about $132,510 at 4% or $88,340 at 6%.
2020120$3,385,503$171,550$8,578iApproximate average salary by contribution assumption: employee only about $214,438 at 4% or $142,958 at 6%; with 50% employer match about $142,958 at 4% or $95,306 at 6%; with 100% employer match about $107,219 at 4% or $71,479 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-20$3,385,503$171,550$8,578iApproximate average salary by contribution assumption: employee only about $214,438 at 4% or $142,958 at 6%; with 50% employer match about $142,958 at 4% or $95,306 at 6%; with 100% employer match about $107,219 at 4% or $71,479 at 6%.
2019118$2,716,492$177,664$9,870iApproximate average salary by contribution assumption: employee only about $246,756 at 4% or $164,504 at 6%; with 50% employer match about $164,504 at 4% or $109,669 at 6%; with 100% employer match about $123,378 at 4% or $82,252 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-18$2,716,492$177,664$9,870iApproximate average salary by contribution assumption: employee only about $246,756 at 4% or $164,504 at 6%; with 50% employer match about $164,504 at 4% or $109,669 at 6%; with 100% employer match about $123,378 at 4% or $82,252 at 6%.
2018118$5,801,216$200,581$11,143iApproximate average salary by contribution assumption: employee only about $278,585 at 4% or $185,723 at 6%; with 50% employer match about $185,723 at 4% or $123,815 at 6%; with 100% employer match about $139,292 at 4% or $92,862 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-18$5,801,216$200,581$11,143iApproximate average salary by contribution assumption: employee only about $278,585 at 4% or $185,723 at 6%; with 50% employer match about $185,723 at 4% or $123,815 at 6%; with 100% employer match about $139,292 at 4% or $92,862 at 6%.
2017118$6,061,014$236,562$13,142iApproximate average salary by contribution assumption: employee only about $328,558 at 4% or $219,039 at 6%; with 50% employer match about $219,039 at 4% or $146,026 at 6%; with 100% employer match about $164,279 at 4% or $109,519 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-18$6,061,014$236,562$13,142iApproximate average salary by contribution assumption: employee only about $328,558 at 4% or $219,039 at 6%; with 50% employer match about $219,039 at 4% or $146,026 at 6%; with 100% employer match about $164,279 at 4% or $109,519 at 6%.
2016118$5,914,803$194,551$10,808iApproximate average salary by contribution assumption: employee only about $270,210 at 4% or $180,140 at 6%; with 50% employer match about $180,140 at 4% or $120,093 at 6%; with 100% employer match about $135,105 at 4% or $90,070 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-18$5,914,803$194,551$10,808iApproximate average salary by contribution assumption: employee only about $270,210 at 4% or $180,140 at 6%; with 50% employer match about $180,140 at 4% or $120,093 at 6%; with 100% employer match about $135,105 at 4% or $90,070 at 6%.
2015121$6,039,161$197,586$9,409iApproximate average salary by contribution assumption: employee only about $235,221 at 4% or $156,814 at 6%; with 50% employer match about $156,814 at 4% or $104,543 at 6%; with 100% employer match about $117,611 at 4% or $78,407 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-21$6,039,161$197,586$9,409iApproximate average salary by contribution assumption: employee only about $235,221 at 4% or $156,814 at 6%; with 50% employer match about $156,814 at 4% or $104,543 at 6%; with 100% employer match about $117,611 at 4% or $78,407 at 6%.
2014124$6,111,903$198,259$8,261iApproximate average salary by contribution assumption: employee only about $206,520 at 4% or $137,680 at 6%; with 50% employer match about $137,680 at 4% or $91,787 at 6%; with 100% employer match about $103,260 at 4% or $68,840 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-24$6,111,903$198,259$8,261iApproximate average salary by contribution assumption: employee only about $206,520 at 4% or $137,680 at 6%; with 50% employer match about $137,680 at 4% or $91,787 at 6%; with 100% employer match about $103,260 at 4% or $68,840 at 6%.
2013128$9,985,180$188,959$6,749iApproximate average salary by contribution assumption: employee only about $168,713 at 4% or $112,476 at 6%; with 50% employer match about $112,476 at 4% or $74,984 at 6%; with 100% employer match about $84,357 at 4% or $56,238 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-28$9,985,180$188,959$6,749iApproximate average salary by contribution assumption: employee only about $168,713 at 4% or $112,476 at 6%; with 50% employer match about $112,476 at 4% or $74,984 at 6%; with 100% employer match about $84,357 at 4% or $56,238 at 6%.
2012130$10,438,966$284,718$9,491iApproximate average salary by contribution assumption: employee only about $237,265 at 4% or $158,177 at 6%; with 50% employer match about $158,177 at 4% or $105,451 at 6%; with 100% employer match about $118,633 at 4% or $79,088 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-30$10,438,966$284,718$9,491iApproximate average salary by contribution assumption: employee only about $237,265 at 4% or $158,177 at 6%; with 50% employer match about $158,177 at 4% or $105,451 at 6%; with 100% employer match about $118,633 at 4% or $79,088 at 6%.
2011133$9,395,932$215,935$6,543iApproximate average salary by contribution assumption: employee only about $163,587 at 4% or $109,058 at 6%; with 50% employer match about $109,058 at 4% or $72,705 at 6%; with 100% employer match about $81,794 at 4% or $54,529 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-33$9,395,932$215,935$6,543iApproximate average salary by contribution assumption: employee only about $163,587 at 4% or $109,058 at 6%; with 50% employer match about $109,058 at 4% or $72,705 at 6%; with 100% employer match about $81,794 at 4% or $54,529 at 6%.
2010134$8,804,102$196,040$5,766iApproximate average salary by contribution assumption: employee only about $144,147 at 4% or $96,098 at 6%; with 50% employer match about $96,098 at 4% or $64,065 at 6%; with 100% employer match about $72,074 at 4% or $48,049 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-34$8,804,102$196,040$5,766iApproximate average salary by contribution assumption: employee only about $144,147 at 4% or $96,098 at 6%; with 50% employer match about $96,098 at 4% or $64,065 at 6%; with 100% employer match about $72,074 at 4% or $48,049 at 6%.
2009131$8,537,213$181,915$5,868iApproximate average salary by contribution assumption: employee only about $146,706 at 4% or $97,804 at 6%; with 50% employer match about $97,804 at 4% or $65,203 at 6%; with 100% employer match about $73,353 at 4% or $48,902 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-31$8,537,213$181,915$5,868iApproximate average salary by contribution assumption: employee only about $146,706 at 4% or $97,804 at 6%; with 50% employer match about $97,804 at 4% or $65,203 at 6%; with 100% employer match about $73,353 at 4% or $48,902 at 6%.
2008120$0$0-
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-20---
2007125$0$0-
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-25---
2006123$0$0-
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-23---
2005123$0$0-
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-23---
2004128$8,190,180$280,695$10,025iApproximate average salary by contribution assumption: employee only about $250,621 at 4% or $167,080 at 6%; with 50% employer match about $167,080 at 4% or $111,387 at 6%; with 100% employer match about $125,310 at 4% or $83,540 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-28$8,190,180$280,695$10,025iApproximate average salary by contribution assumption: employee only about $250,621 at 4% or $167,080 at 6%; with 50% employer match about $167,080 at 4% or $111,387 at 6%; with 100% employer match about $125,310 at 4% or $83,540 at 6%.
2003129$0$0-
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-29---
2002131$0$0-
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-31---
2001127$0$0-
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-27---
2000125$0$0-
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-25---
1999129$7,117,825$208,069$7,175iApproximate average salary by contribution assumption: employee only about $179,370 at 4% or $119,580 at 6%; with 50% employer match about $119,580 at 4% or $79,720 at 6%; with 100% employer match about $89,685 at 4% or $59,790 at 6%.
Otjen, Van Ert, Lieb & Weir, S.C. Profit Sharing Plan-29$7,117,825$208,069$7,175iApproximate average salary by contribution assumption: employee only about $179,370 at 4% or $119,580 at 6%; with 50% employer match about $119,580 at 4% or $79,720 at 6%; with 100% employer match about $89,685 at 4% or $59,790 at 6%.