Civic Intelligence

Conceptual Financial Planning Inc.

Plan context: Conceptual Financial Planning Inc. Cash Balance Plan

EIN 39-1501854 • Appleton, WI • 30 filings • 3 plans

2561 E Calumet StAppleton, WI 54915
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$590,671

2025 Contributions

$46,364

Historical Graphs

Total Assets Over Time

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

$1,185,649$592,825$0200020132025YearValue
$590,671Latest year 2025

Participants Over Time

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

840200020132025YearValue
3Latest 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
202513$590,671$46,364$15,455iApproximate average salary by contribution assumption: employee only about $386,367 at 4% or $257,578 at 6%; with 50% employer match about $257,578 at 4% or $171,719 at 6%; with 100% employer match about $193,183 at 4% or $128,789 at 6%.
Conceptual Financial Planning Inc. Cash Balance Plan-3$590,671$46,364$15,455iApproximate average salary by contribution assumption: employee only about $386,367 at 4% or $257,578 at 6%; with 50% employer match about $257,578 at 4% or $171,719 at 6%; with 100% employer match about $193,183 at 4% or $128,789 at 6%.
202428$1,185,649$139,155$17,394iApproximate average salary by contribution assumption: employee only about $434,859 at 4% or $289,906 at 6%; with 50% employer match about $289,906 at 4% or $193,271 at 6%; with 100% employer match about $217,430 at 4% or $144,953 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-8$720,244$60,214$7,527iApproximate average salary by contribution assumption: employee only about $188,169 at 4% or $125,446 at 6%; with 50% employer match about $125,446 at 4% or $83,631 at 6%; with 100% employer match about $94,084 at 4% or $62,723 at 6%.
Conceptual Financial Planning Inc. Cash Balance Plan-3$465,405$78,941$26,314iApproximate average salary by contribution assumption: employee only about $657,842 at 4% or $438,561 at 6%; with 50% employer match about $438,561 at 4% or $292,374 at 6%; with 100% employer match about $328,921 at 4% or $219,281 at 6%.
202326$950,775$136,991$22,832iApproximate average salary by contribution assumption: employee only about $570,796 at 4% or $380,531 at 6%; with 50% employer match about $380,531 at 4% or $253,687 at 6%; with 100% employer match about $285,398 at 4% or $190,265 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-6$599,301$51,228$8,538iApproximate average salary by contribution assumption: employee only about $213,450 at 4% or $142,300 at 6%; with 50% employer match about $142,300 at 4% or $94,867 at 6%; with 100% employer match about $106,725 at 4% or $71,150 at 6%.
Conceptual Financial Planning Inc. Cash Balance Plan-3$351,474$85,763$28,588iApproximate average salary by contribution assumption: employee only about $714,692 at 4% or $476,461 at 6%; with 50% employer match about $476,461 at 4% or $317,641 at 6%; with 100% employer match about $357,346 at 4% or $238,231 at 6%.
202226$725,862$176,848$29,475iApproximate average salary by contribution assumption: employee only about $736,867 at 4% or $491,244 at 6%; with 50% employer match about $491,244 at 4% or $327,496 at 6%; with 100% employer match about $368,433 at 4% or $245,622 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-6$490,320$51,237$8,540iApproximate average salary by contribution assumption: employee only about $213,488 at 4% or $142,325 at 6%; with 50% employer match about $142,325 at 4% or $94,883 at 6%; with 100% employer match about $106,744 at 4% or $71,163 at 6%.
Conceptual Financial Planning Inc. Cash Balance Plan-3$235,542$125,611$41,870iApproximate average salary by contribution assumption: employee only about $1,046,758 at 4% or $697,839 at 6%; with 50% employer match about $697,839 at 4% or $465,226 at 6%; with 100% employer match about $523,379 at 4% or $348,919 at 6%.
202126$618,463$188,839$31,473iApproximate average salary by contribution assumption: employee only about $786,829 at 4% or $524,553 at 6%; with 50% employer match about $524,553 at 4% or $349,702 at 6%; with 100% employer match about $393,415 at 4% or $262,276 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-6$504,177$74,553$12,426iApproximate average salary by contribution assumption: employee only about $310,638 at 4% or $207,092 at 6%; with 50% employer match about $207,092 at 4% or $138,061 at 6%; with 100% employer match about $155,319 at 4% or $103,546 at 6%.
Conceptual Financial Planning Inc. Cash Balance Plan-3$114,286$114,286$38,095iApproximate average salary by contribution assumption: employee only about $952,383 at 4% or $634,922 at 6%; with 50% employer match about $634,922 at 4% or $423,281 at 6%; with 100% employer match about $476,192 at 4% or $317,461 at 6%.
202015$354,611$29,464$5,893iApproximate average salary by contribution assumption: employee only about $147,320 at 4% or $98,213 at 6%; with 50% employer match about $98,213 at 4% or $65,476 at 6%; with 100% employer match about $73,660 at 4% or $49,107 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-5$354,611$29,464$5,893iApproximate average salary by contribution assumption: employee only about $147,320 at 4% or $98,213 at 6%; with 50% employer match about $98,213 at 4% or $65,476 at 6%; with 100% employer match about $73,660 at 4% or $49,107 at 6%.
201915$279,406$11,652$2,330iApproximate average salary by contribution assumption: employee only about $58,260 at 4% or $38,840 at 6%; with 50% employer match about $38,840 at 4% or $25,893 at 6%; with 100% employer match about $29,130 at 4% or $19,420 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-5$279,406$11,652$2,330iApproximate average salary by contribution assumption: employee only about $58,260 at 4% or $38,840 at 6%; with 50% employer match about $38,840 at 4% or $25,893 at 6%; with 100% employer match about $29,130 at 4% or $19,420 at 6%.
201814$216,164$18,094$4,524iApproximate average salary by contribution assumption: employee only about $113,088 at 4% or $75,392 at 6%; with 50% employer match about $75,392 at 4% or $50,261 at 6%; with 100% employer match about $56,544 at 4% or $37,696 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-4$216,164$18,094$4,524iApproximate average salary by contribution assumption: employee only about $113,088 at 4% or $75,392 at 6%; with 50% employer match about $75,392 at 4% or $50,261 at 6%; with 100% employer match about $56,544 at 4% or $37,696 at 6%.
201714$219,569$9,421$2,355iApproximate average salary by contribution assumption: employee only about $58,881 at 4% or $39,254 at 6%; with 50% employer match about $39,254 at 4% or $26,169 at 6%; with 100% employer match about $29,441 at 4% or $19,627 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-4$219,569$9,421$2,355iApproximate average salary by contribution assumption: employee only about $58,881 at 4% or $39,254 at 6%; with 50% employer match about $39,254 at 4% or $26,169 at 6%; with 100% employer match about $29,441 at 4% or $19,627 at 6%.
201614$183,687$46,966$11,742iApproximate average salary by contribution assumption: employee only about $293,538 at 4% or $195,692 at 6%; with 50% employer match about $195,692 at 4% or $130,461 at 6%; with 100% employer match about $146,769 at 4% or $97,846 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-4$183,687$46,966$11,742iApproximate average salary by contribution assumption: employee only about $293,538 at 4% or $195,692 at 6%; with 50% employer match about $195,692 at 4% or $130,461 at 6%; with 100% employer match about $146,769 at 4% or $97,846 at 6%.
201515$703,164$103,374$20,675iApproximate average salary by contribution assumption: employee only about $516,870 at 4% or $344,580 at 6%; with 50% employer match about $344,580 at 4% or $229,720 at 6%; with 100% employer match about $258,435 at 4% or $172,290 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-5$703,164$103,374$20,675iApproximate average salary by contribution assumption: employee only about $516,870 at 4% or $344,580 at 6%; with 50% employer match about $344,580 at 4% or $229,720 at 6%; with 100% employer match about $258,435 at 4% or $172,290 at 6%.
201415$624,568$113,485$22,697iApproximate average salary by contribution assumption: employee only about $567,425 at 4% or $378,283 at 6%; with 50% employer match about $378,283 at 4% or $252,189 at 6%; with 100% employer match about $283,713 at 4% or $189,142 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-5$624,568$113,485$22,697iApproximate average salary by contribution assumption: employee only about $567,425 at 4% or $378,283 at 6%; with 50% employer match about $378,283 at 4% or $252,189 at 6%; with 100% employer match about $283,713 at 4% or $189,142 at 6%.
201315$498,238$124,382$24,876iApproximate average salary by contribution assumption: employee only about $621,910 at 4% or $414,607 at 6%; with 50% employer match about $414,607 at 4% or $276,404 at 6%; with 100% employer match about $310,955 at 4% or $207,303 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-5$498,238$124,382$24,876iApproximate average salary by contribution assumption: employee only about $621,910 at 4% or $414,607 at 6%; with 50% employer match about $414,607 at 4% or $276,404 at 6%; with 100% employer match about $310,955 at 4% or $207,303 at 6%.
201216$330,984$78,161$13,027iApproximate average salary by contribution assumption: employee only about $325,671 at 4% or $217,114 at 6%; with 50% employer match about $217,114 at 4% or $144,743 at 6%; with 100% employer match about $162,835 at 4% or $108,557 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-6$330,984$78,161$13,027iApproximate average salary by contribution assumption: employee only about $325,671 at 4% or $217,114 at 6%; with 50% employer match about $217,114 at 4% or $144,743 at 6%; with 100% employer match about $162,835 at 4% or $108,557 at 6%.
201114$202,567$50,528$12,632iApproximate average salary by contribution assumption: employee only about $315,800 at 4% or $210,533 at 6%; with 50% employer match about $210,533 at 4% or $140,356 at 6%; with 100% employer match about $157,900 at 4% or $105,267 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-4$202,567$50,528$12,632iApproximate average salary by contribution assumption: employee only about $315,800 at 4% or $210,533 at 6%; with 50% employer match about $210,533 at 4% or $140,356 at 6%; with 100% employer match about $157,900 at 4% or $105,267 at 6%.
201013$194,161$61,129$20,376iApproximate average salary by contribution assumption: employee only about $509,408 at 4% or $339,606 at 6%; with 50% employer match about $339,606 at 4% or $226,404 at 6%; with 100% employer match about $254,704 at 4% or $169,803 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-3$194,161$61,129$20,376iApproximate average salary by contribution assumption: employee only about $509,408 at 4% or $339,606 at 6%; with 50% employer match about $339,606 at 4% or $226,404 at 6%; with 100% employer match about $254,704 at 4% or $169,803 at 6%.
200914$488,970$62,125$15,531iApproximate average salary by contribution assumption: employee only about $388,281 at 4% or $258,854 at 6%; with 50% employer match about $258,854 at 4% or $172,569 at 6%; with 100% employer match about $194,141 at 4% or $129,427 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-4$488,970$62,125$15,531iApproximate average salary by contribution assumption: employee only about $388,281 at 4% or $258,854 at 6%; with 50% employer match about $258,854 at 4% or $172,569 at 6%; with 100% employer match about $194,141 at 4% or $129,427 at 6%.
200813$451,001$80,329$26,776iApproximate average salary by contribution assumption: employee only about $669,408 at 4% or $446,272 at 6%; with 50% employer match about $446,272 at 4% or $297,515 at 6%; with 100% employer match about $334,704 at 4% or $223,136 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-3$451,001$80,329$26,776iApproximate average salary by contribution assumption: employee only about $669,408 at 4% or $446,272 at 6%; with 50% employer match about $446,272 at 4% or $297,515 at 6%; with 100% employer match about $334,704 at 4% or $223,136 at 6%.
200710$637,949$80,400-
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-0$637,949$80,400-
200614$518,724$74,589$18,647iApproximate average salary by contribution assumption: employee only about $466,181 at 4% or $310,788 at 6%; with 50% employer match about $310,788 at 4% or $207,192 at 6%; with 100% employer match about $233,091 at 4% or $155,394 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-4$518,724$74,589$18,647iApproximate average salary by contribution assumption: employee only about $466,181 at 4% or $310,788 at 6%; with 50% employer match about $310,788 at 4% or $207,192 at 6%; with 100% employer match about $233,091 at 4% or $155,394 at 6%.
200514$388,948$41,941$10,485iApproximate average salary by contribution assumption: employee only about $262,131 at 4% or $174,754 at 6%; with 50% employer match about $174,754 at 4% or $116,503 at 6%; with 100% employer match about $131,066 at 4% or $87,377 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-4$388,948$41,941$10,485iApproximate average salary by contribution assumption: employee only about $262,131 at 4% or $174,754 at 6%; with 50% employer match about $174,754 at 4% or $116,503 at 6%; with 100% employer match about $131,066 at 4% or $87,377 at 6%.
200413$329,206$62,863$20,954iApproximate average salary by contribution assumption: employee only about $523,858 at 4% or $349,239 at 6%; with 50% employer match about $349,239 at 4% or $232,826 at 6%; with 100% employer match about $261,929 at 4% or $174,619 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-3$329,206$62,863$20,954iApproximate average salary by contribution assumption: employee only about $523,858 at 4% or $349,239 at 6%; with 50% employer match about $349,239 at 4% or $232,826 at 6%; with 100% employer match about $261,929 at 4% or $174,619 at 6%.
200313$236,157$56,152$18,717iApproximate average salary by contribution assumption: employee only about $467,933 at 4% or $311,956 at 6%; with 50% employer match about $311,956 at 4% or $207,970 at 6%; with 100% employer match about $233,967 at 4% or $155,978 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-3$236,157$56,152$18,717iApproximate average salary by contribution assumption: employee only about $467,933 at 4% or $311,956 at 6%; with 50% employer match about $311,956 at 4% or $207,970 at 6%; with 100% employer match about $233,967 at 4% or $155,978 at 6%.
200212$173,037$34,998$17,499iApproximate average salary by contribution assumption: employee only about $437,475 at 4% or $291,650 at 6%; with 50% employer match about $291,650 at 4% or $194,433 at 6%; with 100% employer match about $218,738 at 4% or $145,825 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-2$173,037$34,998$17,499iApproximate average salary by contribution assumption: employee only about $437,475 at 4% or $291,650 at 6%; with 50% employer match about $291,650 at 4% or $194,433 at 6%; with 100% employer match about $218,738 at 4% or $145,825 at 6%.
200113$207,037$37,612$12,537iApproximate average salary by contribution assumption: employee only about $313,433 at 4% or $208,956 at 6%; with 50% employer match about $208,956 at 4% or $139,304 at 6%; with 100% employer match about $156,717 at 4% or $104,478 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-3$207,037$37,612$12,537iApproximate average salary by contribution assumption: employee only about $313,433 at 4% or $208,956 at 6%; with 50% employer match about $208,956 at 4% or $139,304 at 6%; with 100% employer match about $156,717 at 4% or $104,478 at 6%.
200013$212,249$55,473$18,491iApproximate average salary by contribution assumption: employee only about $462,275 at 4% or $308,183 at 6%; with 50% employer match about $308,183 at 4% or $205,456 at 6%; with 100% employer match about $231,138 at 4% or $154,092 at 6%.
Conceptual Financial Planning Inc. 401(K) & Profit Sharing Plan-3$212,249$55,473$18,491iApproximate average salary by contribution assumption: employee only about $462,275 at 4% or $308,183 at 6%; with 50% employer match about $308,183 at 4% or $205,456 at 6%; with 100% employer match about $231,138 at 4% or $154,092 at 6%.