Civic Intelligence

Northern Oak Wealth Management

Plan context: Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust

EIN 39-1230894 • Milwaukee, WI • 21 filings • 7 plans

555 E Wells St Ste 1625Milwaukee, WI 53202-3825
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$33,555

2021 Contributions

$61,037

Historical Graphs

Total Assets Over Time

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

$1,921,834$960,917$0200620132020YearValue
$33,555Latest year 2020

Participants Over Time

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

1050200620132020YearValue
5Latest year 2020

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
202110$0$0-
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-0---
202015$33,555$0-
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-5$33,555--
201915$1,572,456$61,037$12,207iApproximate average salary by contribution assumption: employee only about $305,185 at 4% or $203,457 at 6%; with 50% employer match about $203,457 at 4% or $135,638 at 6%; with 100% employer match about $152,593 at 4% or $101,728 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-5$1,572,456$61,037$12,207iApproximate average salary by contribution assumption: employee only about $305,185 at 4% or $203,457 at 6%; with 50% employer match about $203,457 at 4% or $135,638 at 6%; with 100% employer match about $152,593 at 4% or $101,728 at 6%.
201826$1,321,429$216,100$36,017iApproximate average salary by contribution assumption: employee only about $900,417 at 4% or $600,278 at 6%; with 50% employer match about $600,278 at 4% or $400,185 at 6%; with 100% employer match about $450,208 at 4% or $300,139 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-6$1,321,429$180,081$30,014iApproximate average salary by contribution assumption: employee only about $750,338 at 4% or $500,225 at 6%; with 50% employer match about $500,225 at 4% or $333,483 at 6%; with 100% employer match about $375,169 at 4% or $250,113 at 6%.
Northern Oak Wealth Management Inc. Cash Balance Plan-0$0$36,019-
201729$1,921,834$267,767$29,752iApproximate average salary by contribution assumption: employee only about $743,797 at 4% or $495,865 at 6%; with 50% employer match about $495,865 at 4% or $330,577 at 6%; with 100% employer match about $371,899 at 4% or $247,932 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-9$1,290,872$131,883$14,654iApproximate average salary by contribution assumption: employee only about $366,342 at 4% or $244,228 at 6%; with 50% employer match about $244,228 at 4% or $162,819 at 6%; with 100% employer match about $183,171 at 4% or $122,114 at 6%.
Northern Oak Wealth Management Inc. Cash Balance Plan-8$630,962$135,884$16,986iApproximate average salary by contribution assumption: employee only about $424,638 at 4% or $283,092 at 6%; with 50% employer match about $283,092 at 4% or $188,728 at 6%; with 100% employer match about $212,319 at 4% or $141,546 at 6%.
201629$1,453,092$254,445$28,272iApproximate average salary by contribution assumption: employee only about $706,792 at 4% or $471,194 at 6%; with 50% employer match about $471,194 at 4% or $314,130 at 6%; with 100% employer match about $353,396 at 4% or $235,597 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-8$989,781$126,634$15,829iApproximate average salary by contribution assumption: employee only about $395,731 at 4% or $263,821 at 6%; with 50% employer match about $263,821 at 4% or $175,881 at 6%; with 100% employer match about $197,866 at 4% or $131,910 at 6%.
Northern Oak Wealth Management Inc. Cash Balance Plan-9$463,311$127,811$14,201iApproximate average salary by contribution assumption: employee only about $355,031 at 4% or $236,687 at 6%; with 50% employer match about $236,687 at 4% or $157,791 at 6%; with 100% employer match about $177,515 at 4% or $118,344 at 6%.
201528$1,089,543$281,758$35,220iApproximate average salary by contribution assumption: employee only about $880,494 at 4% or $586,996 at 6%; with 50% employer match about $586,996 at 4% or $391,331 at 6%; with 100% employer match about $440,247 at 4% or $293,498 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-8$778,995$122,374$15,297iApproximate average salary by contribution assumption: employee only about $382,419 at 4% or $254,946 at 6%; with 50% employer match about $254,946 at 4% or $169,964 at 6%; with 100% employer match about $191,209 at 4% or $127,473 at 6%.
Northern Oak Wealth Management Inc. Cash Balance Plan-8$310,548$159,384$19,923iApproximate average salary by contribution assumption: employee only about $498,075 at 4% or $332,050 at 6%; with 50% employer match about $332,050 at 4% or $221,367 at 6%; with 100% employer match about $249,038 at 4% or $166,025 at 6%.
201429$800,229$309,870$34,430iApproximate average salary by contribution assumption: employee only about $860,750 at 4% or $573,833 at 6%; with 50% employer match about $573,833 at 4% or $382,556 at 6%; with 100% employer match about $430,375 at 4% or $286,917 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-9$646,523$156,164$17,352iApproximate average salary by contribution assumption: employee only about $433,789 at 4% or $289,193 at 6%; with 50% employer match about $289,193 at 4% or $192,795 at 6%; with 100% employer match about $216,894 at 4% or $144,596 at 6%.
Northern Oak Wealth Management Inc. Cash Balance Plan-9$153,706$153,706$17,078iApproximate average salary by contribution assumption: employee only about $426,961 at 4% or $284,641 at 6%; with 50% employer match about $284,641 at 4% or $189,760 at 6%; with 100% employer match about $213,481 at 4% or $142,320 at 6%.
201319$433,412$161,718$17,969iApproximate average salary by contribution assumption: employee only about $449,217 at 4% or $299,478 at 6%; with 50% employer match about $299,478 at 4% or $199,652 at 6%; with 100% employer match about $224,608 at 4% or $149,739 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-9$433,412$161,718$17,969iApproximate average salary by contribution assumption: employee only about $449,217 at 4% or $299,478 at 6%; with 50% employer match about $299,478 at 4% or $199,652 at 6%; with 100% employer match about $224,608 at 4% or $149,739 at 6%.
201218$219,195$77,280$9,660iApproximate average salary by contribution assumption: employee only about $241,500 at 4% or $161,000 at 6%; with 50% employer match about $161,000 at 4% or $107,333 at 6%; with 100% employer match about $120,750 at 4% or $80,500 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-8$219,195$77,280$9,660iApproximate average salary by contribution assumption: employee only about $241,500 at 4% or $161,000 at 6%; with 50% employer match about $161,000 at 4% or $107,333 at 6%; with 100% employer match about $120,750 at 4% or $80,500 at 6%.
2011110$145,624$44,738$4,474iApproximate average salary by contribution assumption: employee only about $111,845 at 4% or $74,563 at 6%; with 50% employer match about $74,563 at 4% or $49,709 at 6%; with 100% employer match about $55,923 at 4% or $37,282 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-10$145,624$44,738$4,474iApproximate average salary by contribution assumption: employee only about $111,845 at 4% or $74,563 at 6%; with 50% employer match about $74,563 at 4% or $49,709 at 6%; with 100% employer match about $55,923 at 4% or $37,282 at 6%.
201016$109,029$30,636$5,106iApproximate average salary by contribution assumption: employee only about $127,650 at 4% or $85,100 at 6%; with 50% employer match about $85,100 at 4% or $56,733 at 6%; with 100% employer match about $63,825 at 4% or $42,550 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-6$109,029$30,636$5,106iApproximate average salary by contribution assumption: employee only about $127,650 at 4% or $85,100 at 6%; with 50% employer match about $85,100 at 4% or $56,733 at 6%; with 100% employer match about $63,825 at 4% or $42,550 at 6%.
200915$71,329$18,542$3,708iApproximate average salary by contribution assumption: employee only about $92,710 at 4% or $61,807 at 6%; with 50% employer match about $61,807 at 4% or $41,204 at 6%; with 100% employer match about $46,355 at 4% or $30,903 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-5$71,329$18,542$3,708iApproximate average salary by contribution assumption: employee only about $92,710 at 4% or $61,807 at 6%; with 50% employer match about $61,807 at 4% or $41,204 at 6%; with 100% employer match about $46,355 at 4% or $30,903 at 6%.
200817$39,280$19,945$2,849iApproximate average salary by contribution assumption: employee only about $71,232 at 4% or $47,488 at 6%; with 50% employer match about $47,488 at 4% or $31,659 at 6%; with 100% employer match about $35,616 at 4% or $23,744 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-7$39,280$19,945$2,849iApproximate average salary by contribution assumption: employee only about $71,232 at 4% or $47,488 at 6%; with 50% employer match about $47,488 at 4% or $31,659 at 6%; with 100% employer match about $35,616 at 4% or $23,744 at 6%.
200717$36,774$24,756$3,537iApproximate average salary by contribution assumption: employee only about $88,414 at 4% or $58,943 at 6%; with 50% employer match about $58,943 at 4% or $39,295 at 6%; with 100% employer match about $44,207 at 4% or $29,471 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-7$36,774$24,756$3,537iApproximate average salary by contribution assumption: employee only about $88,414 at 4% or $58,943 at 6%; with 50% employer match about $58,943 at 4% or $39,295 at 6%; with 100% employer match about $44,207 at 4% or $29,471 at 6%.
200616$11,607$10,898$1,816iApproximate average salary by contribution assumption: employee only about $45,408 at 4% or $30,272 at 6%; with 50% employer match about $30,272 at 4% or $20,181 at 6%; with 100% employer match about $22,704 at 4% or $15,136 at 6%.
Northern Oak Wealth Management 401(K) Profit Sharing Plan & Trust-6$11,607$10,898$1,816iApproximate average salary by contribution assumption: employee only about $45,408 at 4% or $30,272 at 6%; with 50% employer match about $30,272 at 4% or $20,181 at 6%; with 100% employer match about $22,704 at 4% or $15,136 at 6%.