William E Bourgeois Od Sc
Plan context: William E Bourgeois Od Sc Profit Sharing Plan & Trust
EIN 39-1404102 • Marinette, WI • 45 filings • 12 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$5,459,158
2025 Contributions
$19,695
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $5,459,158 | $19,695 | $2,814iApproximate average salary by contribution assumption: employee only about $70,339 at 4% or $46,893 at 6%; with 50% employer match about $46,893 at 4% or $31,262 at 6%; with 100% employer match about $35,170 at 4% or $23,446 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 7 | $5,459,158 | $19,695 | $2,814iApproximate average salary by contribution assumption: employee only about $70,339 at 4% or $46,893 at 6%; with 50% employer match about $46,893 at 4% or $31,262 at 6%; with 100% employer match about $35,170 at 4% or $23,446 at 6%. |
| 2024 | 1 | 6 | $4,751,610 | $22,063 | $3,677iApproximate average salary by contribution assumption: employee only about $91,929 at 4% or $61,286 at 6%; with 50% employer match about $61,286 at 4% or $40,857 at 6%; with 100% employer match about $45,965 at 4% or $30,643 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $4,751,610 | $22,063 | $3,677iApproximate average salary by contribution assumption: employee only about $91,929 at 4% or $61,286 at 6%; with 50% employer match about $61,286 at 4% or $40,857 at 6%; with 100% employer match about $45,965 at 4% or $30,643 at 6%. |
| 2023 | 1 | 5 | $4,029,704 | $16,524 | $3,305iApproximate average salary by contribution assumption: employee only about $82,620 at 4% or $55,080 at 6%; with 50% employer match about $55,080 at 4% or $36,720 at 6%; with 100% employer match about $41,310 at 4% or $27,540 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $4,029,704 | $16,524 | $3,305iApproximate average salary by contribution assumption: employee only about $82,620 at 4% or $55,080 at 6%; with 50% employer match about $55,080 at 4% or $36,720 at 6%; with 100% employer match about $41,310 at 4% or $27,540 at 6%. |
| 2022 | 1 | 5 | $3,505,881 | $25,984 | $5,197iApproximate average salary by contribution assumption: employee only about $129,920 at 4% or $86,613 at 6%; with 50% employer match about $86,613 at 4% or $57,742 at 6%; with 100% employer match about $64,960 at 4% or $43,307 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $3,505,881 | $25,984 | $5,197iApproximate average salary by contribution assumption: employee only about $129,920 at 4% or $86,613 at 6%; with 50% employer match about $86,613 at 4% or $57,742 at 6%; with 100% employer match about $64,960 at 4% or $43,307 at 6%. |
| 2021 | 1 | 5 | $4,070,047 | $26,333 | $5,267iApproximate average salary by contribution assumption: employee only about $131,665 at 4% or $87,777 at 6%; with 50% employer match about $87,777 at 4% or $58,518 at 6%; with 100% employer match about $65,833 at 4% or $43,888 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $4,070,047 | $26,333 | $5,267iApproximate average salary by contribution assumption: employee only about $131,665 at 4% or $87,777 at 6%; with 50% employer match about $87,777 at 4% or $58,518 at 6%; with 100% employer match about $65,833 at 4% or $43,888 at 6%. |
| 2020 | 1 | 5 | $3,319,959 | $18,650 | $3,730iApproximate average salary by contribution assumption: employee only about $93,250 at 4% or $62,167 at 6%; with 50% employer match about $62,167 at 4% or $41,444 at 6%; with 100% employer match about $46,625 at 4% or $31,083 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $3,319,959 | $18,650 | $3,730iApproximate average salary by contribution assumption: employee only about $93,250 at 4% or $62,167 at 6%; with 50% employer match about $62,167 at 4% or $41,444 at 6%; with 100% employer match about $46,625 at 4% or $31,083 at 6%. |
| 2019 | 2 | 5 | $4,012,269 | $54,522 | $10,904iApproximate average salary by contribution assumption: employee only about $272,610 at 4% or $181,740 at 6%; with 50% employer match about $181,740 at 4% or $121,160 at 6%; with 100% employer match about $136,305 at 4% or $90,870 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $3,117,820 | $22,396 | $4,479iApproximate average salary by contribution assumption: employee only about $111,980 at 4% or $74,653 at 6%; with 50% employer match about $74,653 at 4% or $49,769 at 6%; with 100% employer match about $55,990 at 4% or $37,327 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 1 | $894,449 | $32,126 | $32,126iApproximate average salary by contribution assumption: employee only about $803,150 at 4% or $535,433 at 6%; with 50% employer match about $535,433 at 4% or $356,956 at 6%; with 100% employer match about $401,575 at 4% or $267,717 at 6%. |
| 2018 | 2 | 6 | $3,413,985 | $58,771 | $9,795iApproximate average salary by contribution assumption: employee only about $244,879 at 4% or $163,253 at 6%; with 50% employer match about $163,253 at 4% or $108,835 at 6%; with 100% employer match about $122,440 at 4% or $81,626 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $2,667,557 | $23,422 | $3,904iApproximate average salary by contribution assumption: employee only about $97,592 at 4% or $65,061 at 6%; with 50% employer match about $65,061 at 4% or $43,374 at 6%; with 100% employer match about $48,796 at 4% or $32,531 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 2 | $746,428 | $35,349 | $17,675iApproximate average salary by contribution assumption: employee only about $441,863 at 4% or $294,575 at 6%; with 50% employer match about $294,575 at 4% or $196,383 at 6%; with 100% employer match about $220,931 at 4% or $147,288 at 6%. |
| 2017 | 2 | 6 | $3,578,412 | $58,132 | $9,689iApproximate average salary by contribution assumption: employee only about $242,217 at 4% or $161,478 at 6%; with 50% employer match about $161,478 at 4% or $107,652 at 6%; with 100% employer match about $121,108 at 4% or $80,739 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $2,818,206 | $22,950 | $3,825iApproximate average salary by contribution assumption: employee only about $95,625 at 4% or $63,750 at 6%; with 50% employer match about $63,750 at 4% or $42,500 at 6%; with 100% employer match about $47,813 at 4% or $31,875 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 2 | $760,206 | $35,182 | $17,591iApproximate average salary by contribution assumption: employee only about $439,775 at 4% or $293,183 at 6%; with 50% employer match about $293,183 at 4% or $195,456 at 6%; with 100% employer match about $219,888 at 4% or $146,592 at 6%. |
| 2016 | 2 | 6 | $3,045,095 | $56,192 | $9,365iApproximate average salary by contribution assumption: employee only about $234,133 at 4% or $156,089 at 6%; with 50% employer match about $156,089 at 4% or $104,059 at 6%; with 100% employer match about $117,067 at 4% or $78,044 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $2,424,518 | $21,539 | $3,590iApproximate average salary by contribution assumption: employee only about $89,746 at 4% or $59,831 at 6%; with 50% employer match about $59,831 at 4% or $39,887 at 6%; with 100% employer match about $44,873 at 4% or $29,915 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 2 | $620,577 | $34,653 | $17,327iApproximate average salary by contribution assumption: employee only about $433,163 at 4% or $288,775 at 6%; with 50% employer match about $288,775 at 4% or $192,517 at 6%; with 100% employer match about $216,581 at 4% or $144,388 at 6%. |
| 2015 | 2 | 6 | $2,691,761 | $62,956 | $10,493iApproximate average salary by contribution assumption: employee only about $262,317 at 4% or $174,878 at 6%; with 50% employer match about $174,878 at 4% or $116,585 at 6%; with 100% employer match about $131,158 at 4% or $87,439 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $2,174,763 | $26,823 | $4,471iApproximate average salary by contribution assumption: employee only about $111,763 at 4% or $74,508 at 6%; with 50% employer match about $74,508 at 4% or $49,672 at 6%; with 100% employer match about $55,881 at 4% or $37,254 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 2 | $516,998 | $36,133 | $18,067iApproximate average salary by contribution assumption: employee only about $451,663 at 4% or $301,108 at 6%; with 50% employer match about $301,108 at 4% or $200,739 at 6%; with 100% employer match about $225,831 at 4% or $150,554 at 6%. |
| 2014 | 2 | 5 | $2,650,135 | $58,760 | $11,752iApproximate average salary by contribution assumption: employee only about $293,800 at 4% or $195,867 at 6%; with 50% employer match about $195,867 at 4% or $130,578 at 6%; with 100% employer match about $146,900 at 4% or $97,933 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $2,160,776 | $23,610 | $4,722iApproximate average salary by contribution assumption: employee only about $118,050 at 4% or $78,700 at 6%; with 50% employer match about $78,700 at 4% or $52,467 at 6%; with 100% employer match about $59,025 at 4% or $39,350 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 2 | $489,359 | $35,150 | $17,575iApproximate average salary by contribution assumption: employee only about $439,375 at 4% or $292,917 at 6%; with 50% employer match about $292,917 at 4% or $195,278 at 6%; with 100% employer match about $219,688 at 4% or $146,458 at 6%. |
| 2013 | 2 | 6 | $2,452,282 | $58,603 | $9,767iApproximate average salary by contribution assumption: employee only about $244,179 at 4% or $162,786 at 6%; with 50% employer match about $162,786 at 4% or $108,524 at 6%; with 100% employer match about $122,090 at 4% or $81,393 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $2,017,611 | $23,625 | $3,938iApproximate average salary by contribution assumption: employee only about $98,438 at 4% or $65,625 at 6%; with 50% employer match about $65,625 at 4% or $43,750 at 6%; with 100% employer match about $49,219 at 4% or $32,813 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 3 | $434,671 | $34,978 | $11,659iApproximate average salary by contribution assumption: employee only about $291,483 at 4% or $194,322 at 6%; with 50% employer match about $194,322 at 4% or $129,548 at 6%; with 100% employer match about $145,742 at 4% or $97,161 at 6%. |
| 2012 | 2 | 6 | $1,913,818 | $54,549 | $9,092iApproximate average salary by contribution assumption: employee only about $227,288 at 4% or $151,525 at 6%; with 50% employer match about $151,525 at 4% or $101,017 at 6%; with 100% employer match about $113,644 at 4% or $75,763 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $1,601,930 | $22,748 | $3,791iApproximate average salary by contribution assumption: employee only about $94,783 at 4% or $63,189 at 6%; with 50% employer match about $63,189 at 4% or $42,126 at 6%; with 100% employer match about $47,392 at 4% or $31,594 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 3 | $311,888 | $31,801 | $10,600iApproximate average salary by contribution assumption: employee only about $265,008 at 4% or $176,672 at 6%; with 50% employer match about $176,672 at 4% or $117,781 at 6%; with 100% employer match about $132,504 at 4% or $88,336 at 6%. |
| 2011 | 2 | 5 | $1,639,919 | $55,966 | $11,193iApproximate average salary by contribution assumption: employee only about $279,830 at 4% or $186,553 at 6%; with 50% employer match about $186,553 at 4% or $124,369 at 6%; with 100% employer match about $139,915 at 4% or $93,277 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $1,396,016 | $23,886 | $4,777iApproximate average salary by contribution assumption: employee only about $119,430 at 4% or $79,620 at 6%; with 50% employer match about $79,620 at 4% or $53,080 at 6%; with 100% employer match about $59,715 at 4% or $39,810 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 3 | $243,903 | $32,080 | $10,693iApproximate average salary by contribution assumption: employee only about $267,333 at 4% or $178,222 at 6%; with 50% employer match about $178,222 at 4% or $118,815 at 6%; with 100% employer match about $133,667 at 4% or $89,111 at 6%. |
| 2010 | 2 | 5 | $1,644,308 | $50,801 | $10,160iApproximate average salary by contribution assumption: employee only about $254,005 at 4% or $169,337 at 6%; with 50% employer match about $169,337 at 4% or $112,891 at 6%; with 100% employer match about $127,003 at 4% or $84,668 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $1,434,414 | $21,615 | $4,323iApproximate average salary by contribution assumption: employee only about $108,075 at 4% or $72,050 at 6%; with 50% employer match about $72,050 at 4% or $48,033 at 6%; with 100% employer match about $54,038 at 4% or $36,025 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 4 | $209,894 | $29,186 | $7,297iApproximate average salary by contribution assumption: employee only about $182,413 at 4% or $121,608 at 6%; with 50% employer match about $121,608 at 4% or $81,072 at 6%; with 100% employer match about $91,206 at 4% or $60,804 at 6%. |
| 2009 | 2 | 5 | $1,435,522 | $46,986 | $9,397iApproximate average salary by contribution assumption: employee only about $234,930 at 4% or $156,620 at 6%; with 50% employer match about $156,620 at 4% or $104,413 at 6%; with 100% employer match about $117,465 at 4% or $78,310 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $1,282,366 | $19,533 | $3,907iApproximate average salary by contribution assumption: employee only about $97,665 at 4% or $65,110 at 6%; with 50% employer match about $65,110 at 4% or $43,407 at 6%; with 100% employer match about $48,833 at 4% or $32,555 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 3 | $153,156 | $27,453 | $9,151iApproximate average salary by contribution assumption: employee only about $228,775 at 4% or $152,517 at 6%; with 50% employer match about $152,517 at 4% or $101,678 at 6%; with 100% employer match about $114,388 at 4% or $76,258 at 6%. |
| 2008 | 2 | 6 | $1,167,382 | $51,079 | $8,513iApproximate average salary by contribution assumption: employee only about $212,829 at 4% or $141,886 at 6%; with 50% employer match about $141,886 at 4% or $94,591 at 6%; with 100% employer match about $106,415 at 4% or $70,943 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $1,065,637 | $20,715 | $3,453iApproximate average salary by contribution assumption: employee only about $86,313 at 4% or $57,542 at 6%; with 50% employer match about $57,542 at 4% or $38,361 at 6%; with 100% employer match about $43,156 at 4% or $28,771 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 5 | $101,745 | $30,364 | $6,073iApproximate average salary by contribution assumption: employee only about $151,820 at 4% or $101,213 at 6%; with 50% employer match about $101,213 at 4% or $67,476 at 6%; with 100% employer match about $75,910 at 4% or $50,607 at 6%. |
| 2007 | 2 | 6 | $1,564,977 | $57,083 | $9,514iApproximate average salary by contribution assumption: employee only about $237,846 at 4% or $158,564 at 6%; with 50% employer match about $158,564 at 4% or $105,709 at 6%; with 100% employer match about $118,923 at 4% or $79,282 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $1,459,337 | $24,592 | $4,099iApproximate average salary by contribution assumption: employee only about $102,467 at 4% or $68,311 at 6%; with 50% employer match about $68,311 at 4% or $45,541 at 6%; with 100% employer match about $51,233 at 4% or $34,156 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 5 | $105,640 | $32,491 | $6,498iApproximate average salary by contribution assumption: employee only about $162,455 at 4% or $108,303 at 6%; with 50% employer match about $108,303 at 4% or $72,202 at 6%; with 100% employer match about $81,228 at 4% or $54,152 at 6%. |
| 2006 | 2 | 5 | $1,436,208 | $58,774 | $11,755iApproximate average salary by contribution assumption: employee only about $293,870 at 4% or $195,913 at 6%; with 50% employer match about $195,913 at 4% or $130,609 at 6%; with 100% employer match about $146,935 at 4% or $97,957 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $1,366,300 | $26,188 | $5,238iApproximate average salary by contribution assumption: employee only about $130,940 at 4% or $87,293 at 6%; with 50% employer match about $87,293 at 4% or $58,196 at 6%; with 100% employer match about $65,470 at 4% or $43,647 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 5 | $69,908 | $32,586 | $6,517iApproximate average salary by contribution assumption: employee only about $162,930 at 4% or $108,620 at 6%; with 50% employer match about $108,620 at 4% or $72,413 at 6%; with 100% employer match about $81,465 at 4% or $54,310 at 6%. |
| 2005 | 2 | 5 | $1,227,734 | $55,832 | $11,166iApproximate average salary by contribution assumption: employee only about $279,160 at 4% or $186,107 at 6%; with 50% employer match about $186,107 at 4% or $124,071 at 6%; with 100% employer match about $139,580 at 4% or $93,053 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $1,195,834 | $25,352 | $5,070iApproximate average salary by contribution assumption: employee only about $126,760 at 4% or $84,507 at 6%; with 50% employer match about $84,507 at 4% or $56,338 at 6%; with 100% employer match about $63,380 at 4% or $42,253 at 6%. |
| Wm E Bourgeois Od Sc 401K Plan | - | 5 | $31,900 | $30,480 | $6,096iApproximate average salary by contribution assumption: employee only about $152,400 at 4% or $101,600 at 6%; with 50% employer match about $101,600 at 4% or $67,733 at 6%; with 100% employer match about $76,200 at 4% or $50,800 at 6%. |
| 2004 | 1 | 5 | $1,085,512 | $38,884 | $7,777iApproximate average salary by contribution assumption: employee only about $194,420 at 4% or $129,613 at 6%; with 50% employer match about $129,613 at 4% or $86,409 at 6%; with 100% employer match about $97,210 at 4% or $64,807 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $1,085,512 | $38,884 | $7,777iApproximate average salary by contribution assumption: employee only about $194,420 at 4% or $129,613 at 6%; with 50% employer match about $129,613 at 4% or $86,409 at 6%; with 100% employer match about $97,210 at 4% or $64,807 at 6%. |
| 2003 | 1 | 5 | $933,368 | $44,319 | $8,864iApproximate average salary by contribution assumption: employee only about $221,595 at 4% or $147,730 at 6%; with 50% employer match about $147,730 at 4% or $98,487 at 6%; with 100% employer match about $110,797 at 4% or $73,865 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 5 | $933,368 | $44,319 | $8,864iApproximate average salary by contribution assumption: employee only about $221,595 at 4% or $147,730 at 6%; with 50% employer match about $147,730 at 4% or $98,487 at 6%; with 100% employer match about $110,797 at 4% or $73,865 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | - | - | - |
| 2001 | 2 | 6 | $0 | $0 | - |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | - | - | - |
| William E. Bourgeois O.D., S.C. Employees Pension Plan & Trust | - | 6 | - | - | - |
| 2000 | 2 | 6 | $848,791 | $37,197 | $6,200iApproximate average salary by contribution assumption: employee only about $154,988 at 4% or $103,325 at 6%; with 50% employer match about $103,325 at 4% or $68,883 at 6%; with 100% employer match about $77,494 at 4% or $51,663 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $489,313 | $19,430 | $3,238iApproximate average salary by contribution assumption: employee only about $80,958 at 4% or $53,972 at 6%; with 50% employer match about $53,972 at 4% or $35,981 at 6%; with 100% employer match about $40,479 at 4% or $26,986 at 6%. |
| William E. Bourgeois O.D., S.C. Employees Pension Plan & Trust | - | 6 | $359,478 | $17,767 | $2,961iApproximate average salary by contribution assumption: employee only about $74,029 at 4% or $49,353 at 6%; with 50% employer match about $49,353 at 4% or $32,902 at 6%; with 100% employer match about $37,015 at 4% or $24,676 at 6%. |
| 1999 | 2 | 6 | $927,471 | $37,561 | $6,260iApproximate average salary by contribution assumption: employee only about $156,504 at 4% or $104,336 at 6%; with 50% employer match about $104,336 at 4% or $69,557 at 6%; with 100% employer match about $78,252 at 4% or $52,168 at 6%. |
| William E Bourgeois Od Sc Profit Sharing Plan & Trust | - | 6 | $542,172 | $20,767 | $3,461iApproximate average salary by contribution assumption: employee only about $86,529 at 4% or $57,686 at 6%; with 50% employer match about $57,686 at 4% or $38,457 at 6%; with 100% employer match about $43,265 at 4% or $28,843 at 6%. |
| William E. Bourgeois O.D., S.C. Employees Pension Plan & Trust | - | 6 | $385,299 | $16,794 | $2,799iApproximate average salary by contribution assumption: employee only about $69,975 at 4% or $46,650 at 6%; with 50% employer match about $46,650 at 4% or $31,100 at 6%; with 100% employer match about $34,988 at 4% or $23,325 at 6%. |