Civic Intelligence

Russell D. Boerner, CPA, S.C.

Plan context: Russell D. Boerner, CPA, Sc 401(K) Retirement Plan

EIN 39-1359816 • Waukesha, WI • 26 filings • 4 plans

20835 Watertown RoadWaukesha, WI 53186
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,836,915

2023 Contributions

$66,259

Historical Graphs

Total Assets Over Time

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

$2,351,500$1,175,750$0199920122022YearValue
$1,836,915Latest year 2022

Participants Over Time

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

530199920112022YearValue
2Latest year 2022

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
202310$0$0-
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-0$0$0-
202212$1,836,915$0-
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-2$1,836,915$0-
202115$2,178,634$66,259$13,252iApproximate average salary by contribution assumption: employee only about $331,295 at 4% or $220,863 at 6%; with 50% employer match about $220,863 at 4% or $147,242 at 6%; with 100% employer match about $165,648 at 4% or $110,432 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-5$2,178,634$66,259$13,252iApproximate average salary by contribution assumption: employee only about $331,295 at 4% or $220,863 at 6%; with 50% employer match about $220,863 at 4% or $147,242 at 6%; with 100% employer match about $165,648 at 4% or $110,432 at 6%.
202015$2,351,500$114,006$22,801iApproximate average salary by contribution assumption: employee only about $570,030 at 4% or $380,020 at 6%; with 50% employer match about $380,020 at 4% or $253,347 at 6%; with 100% employer match about $285,015 at 4% or $190,010 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-5$2,351,500$114,006$22,801iApproximate average salary by contribution assumption: employee only about $570,030 at 4% or $380,020 at 6%; with 50% employer match about $380,020 at 4% or $253,347 at 6%; with 100% employer match about $285,015 at 4% or $190,010 at 6%.
201914$1,634,194$92,925$23,231iApproximate average salary by contribution assumption: employee only about $580,781 at 4% or $387,188 at 6%; with 50% employer match about $387,188 at 4% or $258,125 at 6%; with 100% employer match about $290,391 at 4% or $193,594 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$1,634,194$92,925$23,231iApproximate average salary by contribution assumption: employee only about $580,781 at 4% or $387,188 at 6%; with 50% employer match about $387,188 at 4% or $258,125 at 6%; with 100% employer match about $290,391 at 4% or $193,594 at 6%.
201814$1,638,775$91,579$22,895iApproximate average salary by contribution assumption: employee only about $572,369 at 4% or $381,579 at 6%; with 50% employer match about $381,579 at 4% or $254,386 at 6%; with 100% employer match about $286,184 at 4% or $190,790 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$1,638,775$91,579$22,895iApproximate average salary by contribution assumption: employee only about $572,369 at 4% or $381,579 at 6%; with 50% employer match about $381,579 at 4% or $254,386 at 6%; with 100% employer match about $286,184 at 4% or $190,790 at 6%.
201714$1,513,782$82,282$20,571iApproximate average salary by contribution assumption: employee only about $514,263 at 4% or $342,842 at 6%; with 50% employer match about $342,842 at 4% or $228,561 at 6%; with 100% employer match about $257,131 at 4% or $171,421 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$1,513,782$82,282$20,571iApproximate average salary by contribution assumption: employee only about $514,263 at 4% or $342,842 at 6%; with 50% employer match about $342,842 at 4% or $228,561 at 6%; with 100% employer match about $257,131 at 4% or $171,421 at 6%.
201614$1,343,043$100,216$25,054iApproximate average salary by contribution assumption: employee only about $626,350 at 4% or $417,567 at 6%; with 50% employer match about $417,567 at 4% or $278,378 at 6%; with 100% employer match about $313,175 at 4% or $208,783 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$1,343,043$100,216$25,054iApproximate average salary by contribution assumption: employee only about $626,350 at 4% or $417,567 at 6%; with 50% employer match about $417,567 at 4% or $278,378 at 6%; with 100% employer match about $313,175 at 4% or $208,783 at 6%.
201514$1,153,647$98,005$24,501iApproximate average salary by contribution assumption: employee only about $612,531 at 4% or $408,354 at 6%; with 50% employer match about $408,354 at 4% or $272,236 at 6%; with 100% employer match about $306,266 at 4% or $204,177 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$1,153,647$98,005$24,501iApproximate average salary by contribution assumption: employee only about $612,531 at 4% or $408,354 at 6%; with 50% employer match about $408,354 at 4% or $272,236 at 6%; with 100% employer match about $306,266 at 4% or $204,177 at 6%.
201414$1,107,568$91,267$22,817iApproximate average salary by contribution assumption: employee only about $570,419 at 4% or $380,279 at 6%; with 50% employer match about $380,279 at 4% or $253,519 at 6%; with 100% employer match about $285,209 at 4% or $190,140 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$1,107,568$91,267$22,817iApproximate average salary by contribution assumption: employee only about $570,419 at 4% or $380,279 at 6%; with 50% employer match about $380,279 at 4% or $253,519 at 6%; with 100% employer match about $285,209 at 4% or $190,140 at 6%.
201314$981,366$84,024$21,006iApproximate average salary by contribution assumption: employee only about $525,150 at 4% or $350,100 at 6%; with 50% employer match about $350,100 at 4% or $233,400 at 6%; with 100% employer match about $262,575 at 4% or $175,050 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$981,366$84,024$21,006iApproximate average salary by contribution assumption: employee only about $525,150 at 4% or $350,100 at 6%; with 50% employer match about $350,100 at 4% or $233,400 at 6%; with 100% employer match about $262,575 at 4% or $175,050 at 6%.
201214$841,024$78,682$19,671iApproximate average salary by contribution assumption: employee only about $491,763 at 4% or $327,842 at 6%; with 50% employer match about $327,842 at 4% or $218,561 at 6%; with 100% employer match about $245,881 at 4% or $163,921 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$841,024$78,682$19,671iApproximate average salary by contribution assumption: employee only about $491,763 at 4% or $327,842 at 6%; with 50% employer match about $327,842 at 4% or $218,561 at 6%; with 100% employer match about $245,881 at 4% or $163,921 at 6%.
201114$722,745$78,338$19,585iApproximate average salary by contribution assumption: employee only about $489,613 at 4% or $326,408 at 6%; with 50% employer match about $326,408 at 4% or $217,606 at 6%; with 100% employer match about $244,806 at 4% or $163,204 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$722,745$78,338$19,585iApproximate average salary by contribution assumption: employee only about $489,613 at 4% or $326,408 at 6%; with 50% employer match about $326,408 at 4% or $217,606 at 6%; with 100% employer match about $244,806 at 4% or $163,204 at 6%.
201014$666,016$78,116$19,529iApproximate average salary by contribution assumption: employee only about $488,225 at 4% or $325,483 at 6%; with 50% employer match about $325,483 at 4% or $216,989 at 6%; with 100% employer match about $244,113 at 4% or $162,742 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$666,016$78,116$19,529iApproximate average salary by contribution assumption: employee only about $488,225 at 4% or $325,483 at 6%; with 50% employer match about $325,483 at 4% or $216,989 at 6%; with 100% employer match about $244,113 at 4% or $162,742 at 6%.
200924$540,604$73,692$18,423iApproximate average salary by contribution assumption: employee only about $460,575 at 4% or $307,050 at 6%; with 50% employer match about $307,050 at 4% or $204,700 at 6%; with 100% employer match about $230,288 at 4% or $153,525 at 6%.
Russell D. Boerner, CPA, Sc 401(K) Retirement Plan-4$540,604$73,692$18,423iApproximate average salary by contribution assumption: employee only about $460,575 at 4% or $307,050 at 6%; with 50% employer match about $307,050 at 4% or $204,700 at 6%; with 100% employer match about $230,288 at 4% or $153,525 at 6%.
Russell D. Boerner, CPA, S.C. Pension Plan-0---
200814$499,850$27,848$6,962iApproximate average salary by contribution assumption: employee only about $174,050 at 4% or $116,033 at 6%; with 50% employer match about $116,033 at 4% or $77,356 at 6%; with 100% employer match about $87,025 at 4% or $58,017 at 6%.
Russell D. Boerner, CPA, S.C. Pension Plan-4$499,850$27,848$6,962iApproximate average salary by contribution assumption: employee only about $174,050 at 4% or $116,033 at 6%; with 50% employer match about $116,033 at 4% or $77,356 at 6%; with 100% employer match about $87,025 at 4% or $58,017 at 6%.
200714$0$0-
Russell D. Boerner, CPA, S.C. Pension Plan-4---
200613$491,634$22,670$7,557iApproximate average salary by contribution assumption: employee only about $188,917 at 4% or $125,944 at 6%; with 50% employer match about $125,944 at 4% or $83,963 at 6%; with 100% employer match about $94,458 at 4% or $62,972 at 6%.
Russell D. Boerner, CPA, S.C. Pension Plan-3$491,634$22,670$7,557iApproximate average salary by contribution assumption: employee only about $188,917 at 4% or $125,944 at 6%; with 50% employer match about $125,944 at 4% or $83,963 at 6%; with 100% employer match about $94,458 at 4% or $62,972 at 6%.
200513$419,255$22,420$7,473iApproximate average salary by contribution assumption: employee only about $186,833 at 4% or $124,556 at 6%; with 50% employer match about $124,556 at 4% or $83,037 at 6%; with 100% employer match about $93,417 at 4% or $62,278 at 6%.
Russell D. Boerner, CPA, S.C. Pension Plan-3$419,255$22,420$7,473iApproximate average salary by contribution assumption: employee only about $186,833 at 4% or $124,556 at 6%; with 50% employer match about $124,556 at 4% or $83,037 at 6%; with 100% employer match about $93,417 at 4% or $62,278 at 6%.
200414$324,167$30,596$7,649iApproximate average salary by contribution assumption: employee only about $191,225 at 4% or $127,483 at 6%; with 50% employer match about $127,483 at 4% or $84,989 at 6%; with 100% employer match about $95,613 at 4% or $63,742 at 6%.
Russell D. Boerner, CPA, S.C. Pension Plan-4$324,167$30,596$7,649iApproximate average salary by contribution assumption: employee only about $191,225 at 4% or $127,483 at 6%; with 50% employer match about $127,483 at 4% or $84,989 at 6%; with 100% employer match about $95,613 at 4% or $63,742 at 6%.
200314$273,289$30,291$7,573iApproximate average salary by contribution assumption: employee only about $189,319 at 4% or $126,213 at 6%; with 50% employer match about $126,213 at 4% or $84,142 at 6%; with 100% employer match about $94,659 at 4% or $63,106 at 6%.
Russell D. Boerner, CPA, S.C. Pension Plan-4$273,289$30,291$7,573iApproximate average salary by contribution assumption: employee only about $189,319 at 4% or $126,213 at 6%; with 50% employer match about $126,213 at 4% or $84,142 at 6%; with 100% employer match about $94,659 at 4% or $63,106 at 6%.
200214$221,863$18,361$4,590iApproximate average salary by contribution assumption: employee only about $114,756 at 4% or $76,504 at 6%; with 50% employer match about $76,504 at 4% or $51,003 at 6%; with 100% employer match about $57,378 at 4% or $38,252 at 6%.
Russell D. Boerner, CPA, S.C. Pension Plan-4$221,863$18,361$4,590iApproximate average salary by contribution assumption: employee only about $114,756 at 4% or $76,504 at 6%; with 50% employer match about $76,504 at 4% or $51,003 at 6%; with 100% employer match about $57,378 at 4% or $38,252 at 6%.
200114$0$0-
Russell D. Boerner, CPA, S.C. Pension Plan-4---
200014$215,428$17,690$4,423iApproximate average salary by contribution assumption: employee only about $110,563 at 4% or $73,708 at 6%; with 50% employer match about $73,708 at 4% or $49,139 at 6%; with 100% employer match about $55,281 at 4% or $36,854 at 6%.
Russell D. Boerner, CPA, S.C. Pension Plan-4$215,428$17,690$4,423iApproximate average salary by contribution assumption: employee only about $110,563 at 4% or $73,708 at 6%; with 50% employer match about $73,708 at 4% or $49,139 at 6%; with 100% employer match about $55,281 at 4% or $36,854 at 6%.
199914$180,575$17,077$4,269iApproximate average salary by contribution assumption: employee only about $106,731 at 4% or $71,154 at 6%; with 50% employer match about $71,154 at 4% or $47,436 at 6%; with 100% employer match about $53,366 at 4% or $35,577 at 6%.
Russell D. Boerner, CPA, S.C. Pension Plan-4$180,575$17,077$4,269iApproximate average salary by contribution assumption: employee only about $106,731 at 4% or $71,154 at 6%; with 50% employer match about $71,154 at 4% or $47,436 at 6%; with 100% employer match about $53,366 at 4% or $35,577 at 6%.