Civic Intelligence

Congdon, Ward & Walden, S.C.

Plan context: Congdon, Ward & Walden, S.C. Salary Savings 401K Plan

EIN 39-1367647 • Waukesha, WI • 26 filings • 8 plans

707 West Moreland Boulevard Ste 9Waukesha, WI 53188
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,278,203

2024 Contributions

$251,475

Historical Graphs

Total Assets Over Time

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

$5,941,718$2,970,859$0199920132024YearValue
$5,278,203Latest year 2024

Participants Over Time

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

19100199920122024YearValue
17Latest 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
2024117$5,278,203$251,475$14,793iApproximate average salary by contribution assumption: employee only about $369,816 at 4% or $246,544 at 6%; with 50% employer match about $246,544 at 4% or $164,363 at 6%; with 100% employer match about $184,908 at 4% or $123,272 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-17$5,278,203$251,475$14,793iApproximate average salary by contribution assumption: employee only about $369,816 at 4% or $246,544 at 6%; with 50% employer match about $246,544 at 4% or $164,363 at 6%; with 100% employer match about $184,908 at 4% or $123,272 at 6%.
2023116$5,054,435$245,646$15,353iApproximate average salary by contribution assumption: employee only about $383,822 at 4% or $255,881 at 6%; with 50% employer match about $255,881 at 4% or $170,588 at 6%; with 100% employer match about $191,911 at 4% or $127,941 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-16$5,054,435$245,646$15,353iApproximate average salary by contribution assumption: employee only about $383,822 at 4% or $255,881 at 6%; with 50% employer match about $255,881 at 4% or $170,588 at 6%; with 100% employer match about $191,911 at 4% or $127,941 at 6%.
2022119$5,186,746$225,675$11,878iApproximate average salary by contribution assumption: employee only about $296,941 at 4% or $197,961 at 6%; with 50% employer match about $197,961 at 4% or $131,974 at 6%; with 100% employer match about $148,470 at 4% or $98,980 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-19$5,186,746$225,675$11,878iApproximate average salary by contribution assumption: employee only about $296,941 at 4% or $197,961 at 6%; with 50% employer match about $197,961 at 4% or $131,974 at 6%; with 100% employer match about $148,470 at 4% or $98,980 at 6%.
2021117$5,941,718$228,606$13,447iApproximate average salary by contribution assumption: employee only about $336,185 at 4% or $224,124 at 6%; with 50% employer match about $224,124 at 4% or $149,416 at 6%; with 100% employer match about $168,093 at 4% or $112,062 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-17$5,941,718$228,606$13,447iApproximate average salary by contribution assumption: employee only about $336,185 at 4% or $224,124 at 6%; with 50% employer match about $224,124 at 4% or $149,416 at 6%; with 100% employer match about $168,093 at 4% or $112,062 at 6%.
2020118$5,202,655$228,403$12,689iApproximate average salary by contribution assumption: employee only about $317,226 at 4% or $211,484 at 6%; with 50% employer match about $211,484 at 4% or $140,990 at 6%; with 100% employer match about $158,613 at 4% or $105,742 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-18$5,202,655$228,403$12,689iApproximate average salary by contribution assumption: employee only about $317,226 at 4% or $211,484 at 6%; with 50% employer match about $211,484 at 4% or $140,990 at 6%; with 100% employer match about $158,613 at 4% or $105,742 at 6%.
2019112$4,444,986$186,921$15,577iApproximate average salary by contribution assumption: employee only about $389,419 at 4% or $259,613 at 6%; with 50% employer match about $259,613 at 4% or $173,075 at 6%; with 100% employer match about $194,709 at 4% or $129,806 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-12$4,444,986$186,921$15,577iApproximate average salary by contribution assumption: employee only about $389,419 at 4% or $259,613 at 6%; with 50% employer match about $259,613 at 4% or $173,075 at 6%; with 100% employer match about $194,709 at 4% or $129,806 at 6%.
2018113$3,590,372$172,997$13,307iApproximate average salary by contribution assumption: employee only about $332,687 at 4% or $221,791 at 6%; with 50% employer match about $221,791 at 4% or $147,861 at 6%; with 100% employer match about $166,343 at 4% or $110,896 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-13$3,590,372$172,997$13,307iApproximate average salary by contribution assumption: employee only about $332,687 at 4% or $221,791 at 6%; with 50% employer match about $221,791 at 4% or $147,861 at 6%; with 100% employer match about $166,343 at 4% or $110,896 at 6%.
2017114$3,697,881$181,243$12,946iApproximate average salary by contribution assumption: employee only about $323,648 at 4% or $215,765 at 6%; with 50% employer match about $215,765 at 4% or $143,844 at 6%; with 100% employer match about $161,824 at 4% or $107,883 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-14$3,697,881$181,243$12,946iApproximate average salary by contribution assumption: employee only about $323,648 at 4% or $215,765 at 6%; with 50% employer match about $215,765 at 4% or $143,844 at 6%; with 100% employer match about $161,824 at 4% or $107,883 at 6%.
2016113$3,028,701$162,930$12,533iApproximate average salary by contribution assumption: employee only about $313,327 at 4% or $208,885 at 6%; with 50% employer match about $208,885 at 4% or $139,256 at 6%; with 100% employer match about $156,663 at 4% or $104,442 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-13$3,028,701$162,930$12,533iApproximate average salary by contribution assumption: employee only about $313,327 at 4% or $208,885 at 6%; with 50% employer match about $208,885 at 4% or $139,256 at 6%; with 100% employer match about $156,663 at 4% or $104,442 at 6%.
2015112$2,687,669$162,177$13,515iApproximate average salary by contribution assumption: employee only about $337,869 at 4% or $225,246 at 6%; with 50% employer match about $225,246 at 4% or $150,164 at 6%; with 100% employer match about $168,934 at 4% or $112,623 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-12$2,687,669$162,177$13,515iApproximate average salary by contribution assumption: employee only about $337,869 at 4% or $225,246 at 6%; with 50% employer match about $225,246 at 4% or $150,164 at 6%; with 100% employer match about $168,934 at 4% or $112,623 at 6%.
2014112$2,951,456$164,549$13,712iApproximate average salary by contribution assumption: employee only about $342,810 at 4% or $228,540 at 6%; with 50% employer match about $228,540 at 4% or $152,360 at 6%; with 100% employer match about $171,405 at 4% or $114,270 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-12$2,951,456$164,549$13,712iApproximate average salary by contribution assumption: employee only about $342,810 at 4% or $228,540 at 6%; with 50% employer match about $228,540 at 4% or $152,360 at 6%; with 100% employer match about $171,405 at 4% or $114,270 at 6%.
2013114$2,777,300$198,133$14,152iApproximate average salary by contribution assumption: employee only about $353,809 at 4% or $235,873 at 6%; with 50% employer match about $235,873 at 4% or $157,248 at 6%; with 100% employer match about $176,904 at 4% or $117,936 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-14$2,777,300$198,133$14,152iApproximate average salary by contribution assumption: employee only about $353,809 at 4% or $235,873 at 6%; with 50% employer match about $235,873 at 4% or $157,248 at 6%; with 100% employer match about $176,904 at 4% or $117,936 at 6%.
2012115$2,389,446$178,207$11,880iApproximate average salary by contribution assumption: employee only about $297,012 at 4% or $198,008 at 6%; with 50% employer match about $198,008 at 4% or $132,005 at 6%; with 100% employer match about $148,506 at 4% or $99,004 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-15$2,389,446$178,207$11,880iApproximate average salary by contribution assumption: employee only about $297,012 at 4% or $198,008 at 6%; with 50% employer match about $198,008 at 4% or $132,005 at 6%; with 100% employer match about $148,506 at 4% or $99,004 at 6%.
2011114$1,985,149$169,677$12,120iApproximate average salary by contribution assumption: employee only about $302,995 at 4% or $201,996 at 6%; with 50% employer match about $201,996 at 4% or $134,664 at 6%; with 100% employer match about $151,497 at 4% or $100,998 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-14$1,985,149$169,677$12,120iApproximate average salary by contribution assumption: employee only about $302,995 at 4% or $201,996 at 6%; with 50% employer match about $201,996 at 4% or $134,664 at 6%; with 100% employer match about $151,497 at 4% or $100,998 at 6%.
2010113$2,133,974$194,934$14,995iApproximate average salary by contribution assumption: employee only about $374,873 at 4% or $249,915 at 6%; with 50% employer match about $249,915 at 4% or $166,610 at 6%; with 100% employer match about $187,437 at 4% or $124,958 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-13$2,133,974$194,934$14,995iApproximate average salary by contribution assumption: employee only about $374,873 at 4% or $249,915 at 6%; with 50% employer match about $249,915 at 4% or $166,610 at 6%; with 100% employer match about $187,437 at 4% or $124,958 at 6%.
2009112$1,729,080$180,591$15,049iApproximate average salary by contribution assumption: employee only about $376,231 at 4% or $250,821 at 6%; with 50% employer match about $250,821 at 4% or $167,214 at 6%; with 100% employer match about $188,116 at 4% or $125,410 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-12$1,729,080$180,591$15,049iApproximate average salary by contribution assumption: employee only about $376,231 at 4% or $250,821 at 6%; with 50% employer match about $250,821 at 4% or $167,214 at 6%; with 100% employer match about $188,116 at 4% or $125,410 at 6%.
2008113$1,203,055$177,729$13,671iApproximate average salary by contribution assumption: employee only about $341,787 at 4% or $227,858 at 6%; with 50% employer match about $227,858 at 4% or $151,905 at 6%; with 100% employer match about $170,893 at 4% or $113,929 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-13$1,203,055$177,729$13,671iApproximate average salary by contribution assumption: employee only about $341,787 at 4% or $227,858 at 6%; with 50% employer match about $227,858 at 4% or $151,905 at 6%; with 100% employer match about $170,893 at 4% or $113,929 at 6%.
2007112$1,721,854$173,292$14,441iApproximate average salary by contribution assumption: employee only about $361,025 at 4% or $240,683 at 6%; with 50% employer match about $240,683 at 4% or $160,456 at 6%; with 100% employer match about $180,513 at 4% or $120,342 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-12$1,721,854$173,292$14,441iApproximate average salary by contribution assumption: employee only about $361,025 at 4% or $240,683 at 6%; with 50% employer match about $240,683 at 4% or $160,456 at 6%; with 100% employer match about $180,513 at 4% or $120,342 at 6%.
2006112$1,447,944$140,252$11,688iApproximate average salary by contribution assumption: employee only about $292,192 at 4% or $194,794 at 6%; with 50% employer match about $194,794 at 4% or $129,863 at 6%; with 100% employer match about $146,096 at 4% or $97,397 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-12$1,447,944$140,252$11,688iApproximate average salary by contribution assumption: employee only about $292,192 at 4% or $194,794 at 6%; with 50% employer match about $194,794 at 4% or $129,863 at 6%; with 100% employer match about $146,096 at 4% or $97,397 at 6%.
2005111$1,165,007$134,414$12,219iApproximate average salary by contribution assumption: employee only about $305,486 at 4% or $203,658 at 6%; with 50% employer match about $203,658 at 4% or $135,772 at 6%; with 100% employer match about $152,743 at 4% or $101,829 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-11$1,165,007$134,414$12,219iApproximate average salary by contribution assumption: employee only about $305,486 at 4% or $203,658 at 6%; with 50% employer match about $203,658 at 4% or $135,772 at 6%; with 100% employer match about $152,743 at 4% or $101,829 at 6%.
2004111$950,860$113,459$10,314iApproximate average salary by contribution assumption: employee only about $257,861 at 4% or $171,908 at 6%; with 50% employer match about $171,908 at 4% or $114,605 at 6%; with 100% employer match about $128,931 at 4% or $85,954 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-11$950,860$113,459$10,314iApproximate average salary by contribution assumption: employee only about $257,861 at 4% or $171,908 at 6%; with 50% employer match about $171,908 at 4% or $114,605 at 6%; with 100% employer match about $128,931 at 4% or $85,954 at 6%.
2003111$737,903$113,939$10,358iApproximate average salary by contribution assumption: employee only about $258,952 at 4% or $172,635 at 6%; with 50% employer match about $172,635 at 4% or $115,090 at 6%; with 100% employer match about $129,476 at 4% or $86,317 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-11$737,903$113,939$10,358iApproximate average salary by contribution assumption: employee only about $258,952 at 4% or $172,635 at 6%; with 50% employer match about $172,635 at 4% or $115,090 at 6%; with 100% employer match about $129,476 at 4% or $86,317 at 6%.
2002111$527,256$100,624$9,148iApproximate average salary by contribution assumption: employee only about $228,691 at 4% or $152,461 at 6%; with 50% employer match about $152,461 at 4% or $101,640 at 6%; with 100% employer match about $114,345 at 4% or $76,230 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-11$527,256$100,624$9,148iApproximate average salary by contribution assumption: employee only about $228,691 at 4% or $152,461 at 6%; with 50% employer match about $152,461 at 4% or $101,640 at 6%; with 100% employer match about $114,345 at 4% or $76,230 at 6%.
2001112$0$0-
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-12---
2000110$0$0-
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-10---
1999113$569,446$83,689$6,438iApproximate average salary by contribution assumption: employee only about $160,940 at 4% or $107,294 at 6%; with 50% employer match about $107,294 at 4% or $71,529 at 6%; with 100% employer match about $80,470 at 4% or $53,647 at 6%.
Congdon, Ward & Walden, S.C. Salary Savings 401K Plan-13$569,446$83,689$6,438iApproximate average salary by contribution assumption: employee only about $160,940 at 4% or $107,294 at 6%; with 50% employer match about $107,294 at 4% or $71,529 at 6%; with 100% employer match about $80,470 at 4% or $53,647 at 6%.