Civic Intelligence

Thomas E Goris Ngms/Milwaukee Inc and Lynn D Steinle

Plan context: Goris Agency Staff 401K Profit Sharing Plan

EIN 39-1402619 • Milwaukee, WI • 13 filings • 3 plans

731 North Jackson Street, Suite 100Milwaukee, WI 53202-4697
Current Snapshot

Latest Year

2011

2011 Participants

43

2011 Assets

$1,975,232

2011 Contributions

$254,817

Historical Graphs

Total Assets Over Time

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

$2,190,407$1,095,204$0199920042011YearValue
$1,975,232Latest year 2011

Participants Over Time

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

43220199920052011YearValue
43Latest year 2011

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
2011143$1,975,232$254,817$5,926iApproximate average salary by contribution assumption: employee only about $148,149 at 4% or $98,766 at 6%; with 50% employer match about $98,766 at 4% or $65,844 at 6%; with 100% employer match about $74,075 at 4% or $49,383 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-43$1,975,232$254,817$5,926iApproximate average salary by contribution assumption: employee only about $148,149 at 4% or $98,766 at 6%; with 50% employer match about $98,766 at 4% or $65,844 at 6%; with 100% employer match about $74,075 at 4% or $49,383 at 6%.
2010142$2,190,407$273,573$6,514iApproximate average salary by contribution assumption: employee only about $162,841 at 4% or $108,561 at 6%; with 50% employer match about $108,561 at 4% or $72,374 at 6%; with 100% employer match about $81,421 at 4% or $54,280 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-42$2,190,407$273,573$6,514iApproximate average salary by contribution assumption: employee only about $162,841 at 4% or $108,561 at 6%; with 50% employer match about $108,561 at 4% or $72,374 at 6%; with 100% employer match about $81,421 at 4% or $54,280 at 6%.
2009138$1,748,426$276,572$7,278iApproximate average salary by contribution assumption: employee only about $181,955 at 4% or $121,304 at 6%; with 50% employer match about $121,304 at 4% or $80,869 at 6%; with 100% employer match about $90,978 at 4% or $60,652 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-38$1,748,426$276,572$7,278iApproximate average salary by contribution assumption: employee only about $181,955 at 4% or $121,304 at 6%; with 50% employer match about $121,304 at 4% or $80,869 at 6%; with 100% employer match about $90,978 at 4% or $60,652 at 6%.
2008131$0$0-
Goris Agency Staff 401K Profit Sharing Plan-31---
2007129$0$0-
Goris Agency Staff 401K Profit Sharing Plan-29---
2006128$1,117,158$205,222$7,329iApproximate average salary by contribution assumption: employee only about $183,234 at 4% or $122,156 at 6%; with 50% employer match about $122,156 at 4% or $81,437 at 6%; with 100% employer match about $91,617 at 4% or $61,078 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-28$1,117,158$205,222$7,329iApproximate average salary by contribution assumption: employee only about $183,234 at 4% or $122,156 at 6%; with 50% employer match about $122,156 at 4% or $81,437 at 6%; with 100% employer match about $91,617 at 4% or $61,078 at 6%.
2005120$823,672$119,494$5,975iApproximate average salary by contribution assumption: employee only about $149,368 at 4% or $99,578 at 6%; with 50% employer match about $99,578 at 4% or $66,386 at 6%; with 100% employer match about $74,684 at 4% or $49,789 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-20$823,672$119,494$5,975iApproximate average salary by contribution assumption: employee only about $149,368 at 4% or $99,578 at 6%; with 50% employer match about $99,578 at 4% or $66,386 at 6%; with 100% employer match about $74,684 at 4% or $49,789 at 6%.
2004121$676,987$121,513$5,786iApproximate average salary by contribution assumption: employee only about $144,658 at 4% or $96,439 at 6%; with 50% employer match about $96,439 at 4% or $64,293 at 6%; with 100% employer match about $72,329 at 4% or $48,219 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-21$676,987$121,513$5,786iApproximate average salary by contribution assumption: employee only about $144,658 at 4% or $96,439 at 6%; with 50% employer match about $96,439 at 4% or $64,293 at 6%; with 100% employer match about $72,329 at 4% or $48,219 at 6%.
2003125$505,235$198,627$7,945iApproximate average salary by contribution assumption: employee only about $198,627 at 4% or $132,418 at 6%; with 50% employer match about $132,418 at 4% or $88,279 at 6%; with 100% employer match about $99,314 at 4% or $66,209 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-25$505,235$198,627$7,945iApproximate average salary by contribution assumption: employee only about $198,627 at 4% or $132,418 at 6%; with 50% employer match about $132,418 at 4% or $88,279 at 6%; with 100% employer match about $99,314 at 4% or $66,209 at 6%.
2002121$262,276$92,442$4,402iApproximate average salary by contribution assumption: employee only about $110,050 at 4% or $73,367 at 6%; with 50% employer match about $73,367 at 4% or $48,911 at 6%; with 100% employer match about $55,025 at 4% or $36,683 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-21$262,276$92,442$4,402iApproximate average salary by contribution assumption: employee only about $110,050 at 4% or $73,367 at 6%; with 50% employer match about $73,367 at 4% or $48,911 at 6%; with 100% employer match about $55,025 at 4% or $36,683 at 6%.
2001124$224,015$71,093$2,962iApproximate average salary by contribution assumption: employee only about $74,055 at 4% or $49,370 at 6%; with 50% employer match about $49,370 at 4% or $32,913 at 6%; with 100% employer match about $37,028 at 4% or $24,685 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-24$224,015$71,093$2,962iApproximate average salary by contribution assumption: employee only about $74,055 at 4% or $49,370 at 6%; with 50% employer match about $49,370 at 4% or $32,913 at 6%; with 100% employer match about $37,028 at 4% or $24,685 at 6%.
2000123$200,860$61,903$2,691iApproximate average salary by contribution assumption: employee only about $67,286 at 4% or $44,857 at 6%; with 50% employer match about $44,857 at 4% or $29,905 at 6%; with 100% employer match about $33,643 at 4% or $22,429 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-23$200,860$61,903$2,691iApproximate average salary by contribution assumption: employee only about $67,286 at 4% or $44,857 at 6%; with 50% employer match about $44,857 at 4% or $29,905 at 6%; with 100% employer match about $33,643 at 4% or $22,429 at 6%.
1999113$147,757$35,584$2,737iApproximate average salary by contribution assumption: employee only about $68,431 at 4% or $45,621 at 6%; with 50% employer match about $45,621 at 4% or $30,414 at 6%; with 100% employer match about $34,215 at 4% or $22,810 at 6%.
Goris Agency Staff 401K Profit Sharing Plan-13$147,757$35,584$2,737iApproximate average salary by contribution assumption: employee only about $68,431 at 4% or $45,621 at 6%; with 50% employer match about $45,621 at 4% or $30,414 at 6%; with 100% employer match about $34,215 at 4% or $22,810 at 6%.