Civic Intelligence

Drs Rollefson Trochlell & Fotsch Sc

Plan context: Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan

EIN 39-1238470 • Brookfield, WI • 26 filings • 4 plans

16655 W. Bluemound RoadSuite 380Brookfield, WI 53005
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$753,971

2024 Contributions

$138,788

Historical Graphs

Total Assets Over Time

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

$3,852,690$1,926,345$0199920122024YearValue
$753,971Latest year 2024

Participants Over Time

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

31160199920122024YearValue
27Latest 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
2024127$753,971$138,788$5,140iApproximate average salary by contribution assumption: employee only about $128,507 at 4% or $85,672 at 6%; with 50% employer match about $85,672 at 4% or $57,114 at 6%; with 100% employer match about $64,254 at 4% or $42,836 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-27$753,971$138,788$5,140iApproximate average salary by contribution assumption: employee only about $128,507 at 4% or $85,672 at 6%; with 50% employer match about $85,672 at 4% or $57,114 at 6%; with 100% employer match about $64,254 at 4% or $42,836 at 6%.
2023121$607,093$128,280$6,109iApproximate average salary by contribution assumption: employee only about $152,714 at 4% or $101,810 at 6%; with 50% employer match about $101,810 at 4% or $67,873 at 6%; with 100% employer match about $76,357 at 4% or $50,905 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-21$607,093$128,280$6,109iApproximate average salary by contribution assumption: employee only about $152,714 at 4% or $101,810 at 6%; with 50% employer match about $101,810 at 4% or $67,873 at 6%; with 100% employer match about $76,357 at 4% or $50,905 at 6%.
2022123$1,996,124$85,475$3,716iApproximate average salary by contribution assumption: employee only about $92,908 at 4% or $61,938 at 6%; with 50% employer match about $61,938 at 4% or $41,292 at 6%; with 100% employer match about $46,454 at 4% or $30,969 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-23$1,996,124$85,475$3,716iApproximate average salary by contribution assumption: employee only about $92,908 at 4% or $61,938 at 6%; with 50% employer match about $61,938 at 4% or $41,292 at 6%; with 100% employer match about $46,454 at 4% or $30,969 at 6%.
2021124$2,504,407$116,794$4,866iApproximate average salary by contribution assumption: employee only about $121,660 at 4% or $81,107 at 6%; with 50% employer match about $81,107 at 4% or $54,071 at 6%; with 100% employer match about $60,830 at 4% or $40,553 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-24$2,504,407$116,794$4,866iApproximate average salary by contribution assumption: employee only about $121,660 at 4% or $81,107 at 6%; with 50% employer match about $81,107 at 4% or $54,071 at 6%; with 100% employer match about $60,830 at 4% or $40,553 at 6%.
2020126$3,452,519$147,535$5,674iApproximate average salary by contribution assumption: employee only about $141,861 at 4% or $94,574 at 6%; with 50% employer match about $94,574 at 4% or $63,049 at 6%; with 100% employer match about $70,930 at 4% or $47,287 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-26$3,452,519$147,535$5,674iApproximate average salary by contribution assumption: employee only about $141,861 at 4% or $94,574 at 6%; with 50% employer match about $94,574 at 4% or $63,049 at 6%; with 100% employer match about $70,930 at 4% or $47,287 at 6%.
2019128$3,019,206$145,591$5,200iApproximate average salary by contribution assumption: employee only about $129,992 at 4% or $86,661 at 6%; with 50% employer match about $86,661 at 4% or $57,774 at 6%; with 100% employer match about $64,996 at 4% or $43,331 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-28$3,019,206$145,591$5,200iApproximate average salary by contribution assumption: employee only about $129,992 at 4% or $86,661 at 6%; with 50% employer match about $86,661 at 4% or $57,774 at 6%; with 100% employer match about $64,996 at 4% or $43,331 at 6%.
2018131$2,654,249$177,689$5,732iApproximate average salary by contribution assumption: employee only about $143,298 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-31$2,654,249$177,689$5,732iApproximate average salary by contribution assumption: employee only about $143,298 at 4% or $95,532 at 6%; with 50% employer match about $95,532 at 4% or $63,688 at 6%; with 100% employer match about $71,649 at 4% or $47,766 at 6%.
2017129$3,852,690$171,378$5,910iApproximate average salary by contribution assumption: employee only about $147,740 at 4% or $98,493 at 6%; with 50% employer match about $98,493 at 4% or $65,662 at 6%; with 100% employer match about $73,870 at 4% or $49,247 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-29$3,852,690$171,378$5,910iApproximate average salary by contribution assumption: employee only about $147,740 at 4% or $98,493 at 6%; with 50% employer match about $98,493 at 4% or $65,662 at 6%; with 100% employer match about $73,870 at 4% or $49,247 at 6%.
2016128$3,334,592$150,733$5,383iApproximate average salary by contribution assumption: employee only about $134,583 at 4% or $89,722 at 6%; with 50% employer match about $89,722 at 4% or $59,815 at 6%; with 100% employer match about $67,292 at 4% or $44,861 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-28$3,334,592$150,733$5,383iApproximate average salary by contribution assumption: employee only about $134,583 at 4% or $89,722 at 6%; with 50% employer match about $89,722 at 4% or $59,815 at 6%; with 100% employer match about $67,292 at 4% or $44,861 at 6%.
2015128$2,807,146$152,512$5,447iApproximate average salary by contribution assumption: employee only about $136,171 at 4% or $90,781 at 6%; with 50% employer match about $90,781 at 4% or $60,521 at 6%; with 100% employer match about $68,086 at 4% or $45,390 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-28$2,807,146$152,512$5,447iApproximate average salary by contribution assumption: employee only about $136,171 at 4% or $90,781 at 6%; with 50% employer match about $90,781 at 4% or $60,521 at 6%; with 100% employer match about $68,086 at 4% or $45,390 at 6%.
2014125$2,796,417$116,579$4,663iApproximate average salary by contribution assumption: employee only about $116,579 at 4% or $77,719 at 6%; with 50% employer match about $77,719 at 4% or $51,813 at 6%; with 100% employer match about $58,290 at 4% or $38,860 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-25$2,796,417$116,579$4,663iApproximate average salary by contribution assumption: employee only about $116,579 at 4% or $77,719 at 6%; with 50% employer match about $77,719 at 4% or $51,813 at 6%; with 100% employer match about $58,290 at 4% or $38,860 at 6%.
2013124$2,506,751$120,652$5,027iApproximate average salary by contribution assumption: employee only about $125,679 at 4% or $83,786 at 6%; with 50% employer match about $83,786 at 4% or $55,857 at 6%; with 100% employer match about $62,840 at 4% or $41,893 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-24$2,506,751$120,652$5,027iApproximate average salary by contribution assumption: employee only about $125,679 at 4% or $83,786 at 6%; with 50% employer match about $83,786 at 4% or $55,857 at 6%; with 100% employer match about $62,840 at 4% or $41,893 at 6%.
2012123$2,015,961$118,329$5,145iApproximate average salary by contribution assumption: employee only about $128,618 at 4% or $85,746 at 6%; with 50% employer match about $85,746 at 4% or $57,164 at 6%; with 100% employer match about $64,309 at 4% or $42,873 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-23$2,015,961$118,329$5,145iApproximate average salary by contribution assumption: employee only about $128,618 at 4% or $85,746 at 6%; with 50% employer match about $85,746 at 4% or $57,164 at 6%; with 100% employer match about $64,309 at 4% or $42,873 at 6%.
2011123$1,698,514$117,612$5,114iApproximate average salary by contribution assumption: employee only about $127,839 at 4% or $85,226 at 6%; with 50% employer match about $85,226 at 4% or $56,817 at 6%; with 100% employer match about $63,920 at 4% or $42,613 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-23$1,698,514$117,612$5,114iApproximate average salary by contribution assumption: employee only about $127,839 at 4% or $85,226 at 6%; with 50% employer match about $85,226 at 4% or $56,817 at 6%; with 100% employer match about $63,920 at 4% or $42,613 at 6%.
2010122$1,611,052$121,319$5,515iApproximate average salary by contribution assumption: employee only about $137,863 at 4% or $91,908 at 6%; with 50% employer match about $91,908 at 4% or $61,272 at 6%; with 100% employer match about $68,931 at 4% or $45,954 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-22$1,611,052$121,319$5,515iApproximate average salary by contribution assumption: employee only about $137,863 at 4% or $91,908 at 6%; with 50% employer match about $91,908 at 4% or $61,272 at 6%; with 100% employer match about $68,931 at 4% or $45,954 at 6%.
2009121$1,242,831$110,027$5,239iApproximate average salary by contribution assumption: employee only about $130,985 at 4% or $87,323 at 6%; with 50% employer match about $87,323 at 4% or $58,215 at 6%; with 100% employer match about $65,492 at 4% or $43,662 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-21$1,242,831$110,027$5,239iApproximate average salary by contribution assumption: employee only about $130,985 at 4% or $87,323 at 6%; with 50% employer match about $87,323 at 4% or $58,215 at 6%; with 100% employer match about $65,492 at 4% or $43,662 at 6%.
2008117$892,408$98,505$5,794iApproximate average salary by contribution assumption: employee only about $144,860 at 4% or $96,574 at 6%; with 50% employer match about $96,574 at 4% or $64,382 at 6%; with 100% employer match about $72,430 at 4% or $48,287 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-17$892,408$98,505$5,794iApproximate average salary by contribution assumption: employee only about $144,860 at 4% or $96,574 at 6%; with 50% employer match about $96,574 at 4% or $64,382 at 6%; with 100% employer match about $72,430 at 4% or $48,287 at 6%.
2007117$1,317,063$120,756$7,103iApproximate average salary by contribution assumption: employee only about $177,582 at 4% or $118,388 at 6%; with 50% employer match about $118,388 at 4% or $78,925 at 6%; with 100% employer match about $88,791 at 4% or $59,194 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-17$1,317,063$120,756$7,103iApproximate average salary by contribution assumption: employee only about $177,582 at 4% or $118,388 at 6%; with 50% employer match about $118,388 at 4% or $78,925 at 6%; with 100% employer match about $88,791 at 4% or $59,194 at 6%.
2006117$1,185,520$82,372$4,845iApproximate average salary by contribution assumption: employee only about $121,135 at 4% or $80,757 at 6%; with 50% employer match about $80,757 at 4% or $53,838 at 6%; with 100% employer match about $60,568 at 4% or $40,378 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-17$1,185,520$82,372$4,845iApproximate average salary by contribution assumption: employee only about $121,135 at 4% or $80,757 at 6%; with 50% employer match about $80,757 at 4% or $53,838 at 6%; with 100% employer match about $60,568 at 4% or $40,378 at 6%.
2005117$990,691$79,583$4,681iApproximate average salary by contribution assumption: employee only about $117,034 at 4% or $78,023 at 6%; with 50% employer match about $78,023 at 4% or $52,015 at 6%; with 100% employer match about $58,517 at 4% or $39,011 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-17$990,691$79,583$4,681iApproximate average salary by contribution assumption: employee only about $117,034 at 4% or $78,023 at 6%; with 50% employer match about $78,023 at 4% or $52,015 at 6%; with 100% employer match about $58,517 at 4% or $39,011 at 6%.
2004116$752,275$78,670$4,917iApproximate average salary by contribution assumption: employee only about $122,922 at 4% or $81,948 at 6%; with 50% employer match about $81,948 at 4% or $54,632 at 6%; with 100% employer match about $61,461 at 4% or $40,974 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-16$752,275$78,670$4,917iApproximate average salary by contribution assumption: employee only about $122,922 at 4% or $81,948 at 6%; with 50% employer match about $81,948 at 4% or $54,632 at 6%; with 100% employer match about $61,461 at 4% or $40,974 at 6%.
2003117$605,138$75,820$4,460iApproximate average salary by contribution assumption: employee only about $111,500 at 4% or $74,333 at 6%; with 50% employer match about $74,333 at 4% or $49,556 at 6%; with 100% employer match about $55,750 at 4% or $37,167 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-17$605,138$75,820$4,460iApproximate average salary by contribution assumption: employee only about $111,500 at 4% or $74,333 at 6%; with 50% employer match about $74,333 at 4% or $49,556 at 6%; with 100% employer match about $55,750 at 4% or $37,167 at 6%.
2002119$384,808$72,056$3,792iApproximate average salary by contribution assumption: employee only about $94,811 at 4% or $63,207 at 6%; with 50% employer match about $63,207 at 4% or $42,138 at 6%; with 100% employer match about $47,405 at 4% or $31,604 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-19$384,808$72,056$3,792iApproximate average salary by contribution assumption: employee only about $94,811 at 4% or $63,207 at 6%; with 50% employer match about $63,207 at 4% or $42,138 at 6%; with 100% employer match about $47,405 at 4% or $31,604 at 6%.
2001113$441,875$62,047$4,773iApproximate average salary by contribution assumption: employee only about $119,321 at 4% or $79,547 at 6%; with 50% employer match about $79,547 at 4% or $53,032 at 6%; with 100% employer match about $59,661 at 4% or $39,774 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-13$441,875$62,047$4,773iApproximate average salary by contribution assumption: employee only about $119,321 at 4% or $79,547 at 6%; with 50% employer match about $79,547 at 4% or $53,032 at 6%; with 100% employer match about $59,661 at 4% or $39,774 at 6%.
2000115$464,953$75,885$5,059iApproximate average salary by contribution assumption: employee only about $126,475 at 4% or $84,317 at 6%; with 50% employer match about $84,317 at 4% or $56,211 at 6%; with 100% employer match about $63,238 at 4% or $42,158 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-15$464,953$75,885$5,059iApproximate average salary by contribution assumption: employee only about $126,475 at 4% or $84,317 at 6%; with 50% employer match about $84,317 at 4% or $56,211 at 6%; with 100% employer match about $63,238 at 4% or $42,158 at 6%.
1999117$396,555$78,546$4,620iApproximate average salary by contribution assumption: employee only about $115,509 at 4% or $77,006 at 6%; with 50% employer match about $77,006 at 4% or $51,337 at 6%; with 100% employer match about $57,754 at 4% or $38,503 at 6%.
Drs. Rollefson, Trochlell, & Fotsch, S.C. 401K Plan-17$396,555$78,546$4,620iApproximate average salary by contribution assumption: employee only about $115,509 at 4% or $77,006 at 6%; with 50% employer match about $77,006 at 4% or $51,337 at 6%; with 100% employer match about $57,754 at 4% or $38,503 at 6%.