Civic Intelligence

Nami Southeast Wisconsin

Plan context: Nami Southeast Wisconsin

EIN 39-1485627 • Waukesha, WI • 3 filings • 1 plans

2717 N Grandview BlvdSuite 205Waukesha, WI 53188
Current Snapshot

Latest Year

2025

2025 Participants

28

2025 Assets

$521,306

2025 Contributions

$189,219

Historical Graphs

Total Assets Over Time

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

$521,306$260,653$0202320242025YearValue
$521,306Latest year 2025

Participants Over Time

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

28140202320242025YearValue
28Latest year 2025

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
2025128$521,306$189,219$6,758iApproximate average salary by contribution assumption: employee only about $168,946 at 4% or $112,630 at 6%; with 50% employer match about $112,630 at 4% or $75,087 at 6%; with 100% employer match about $84,473 at 4% or $56,315 at 6%.
Nami Southeast Wisconsin-28$521,306$189,219$6,758iApproximate average salary by contribution assumption: employee only about $168,946 at 4% or $112,630 at 6%; with 50% employer match about $112,630 at 4% or $75,087 at 6%; with 100% employer match about $84,473 at 4% or $56,315 at 6%.
2024125$269,407$161,104$6,444iApproximate average salary by contribution assumption: employee only about $161,104 at 4% or $107,403 at 6%; with 50% employer match about $107,403 at 4% or $71,602 at 6%; with 100% employer match about $80,552 at 4% or $53,701 at 6%.
Nami Southeast Wisconsin-25$269,407$161,104$6,444iApproximate average salary by contribution assumption: employee only about $161,104 at 4% or $107,403 at 6%; with 50% employer match about $107,403 at 4% or $71,602 at 6%; with 100% employer match about $80,552 at 4% or $53,701 at 6%.
2023124$101,155$94,221$3,926iApproximate average salary by contribution assumption: employee only about $98,147 at 4% or $65,431 at 6%; with 50% employer match about $65,431 at 4% or $43,621 at 6%; with 100% employer match about $49,073 at 4% or $32,716 at 6%.
Nami Southeast Wisconsin-24$101,155$94,221$3,926iApproximate average salary by contribution assumption: employee only about $98,147 at 4% or $65,431 at 6%; with 50% employer match about $65,431 at 4% or $43,621 at 6%; with 100% employer match about $49,073 at 4% or $32,716 at 6%.