Senglaub Financial Inc.
Plan context: SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN
EIN 39-1552460 • Delafield, WI • 38 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$4,611,250
2024 Contributions
$497,164
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 15 | $4,611,250 | $497,164 | $33,144iApproximate average salary by contribution assumption: employee only about $828,607 at 4% or $552,404 at 6%; with 50% employer match about $552,404 at 4% or $368,270 at 6%; with 100% employer match about $414,303 at 4% or $276,202 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 8 | $2,595,728 | $284,000 | $35,500iApproximate average salary by contribution assumption: employee only about $887,500 at 4% or $591,667 at 6%; with 50% employer match about $591,667 at 4% or $394,444 at 6%; with 100% employer match about $443,750 at 4% or $295,833 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 15 | $2,015,522 | $213,164 | $14,211iApproximate average salary by contribution assumption: employee only about $355,273 at 4% or $236,849 at 6%; with 50% employer match about $236,849 at 4% or $157,899 at 6%; with 100% employer match about $177,637 at 4% or $118,424 at 6%. |
| 2023 | 2 | 13 | $3,984,098 | $474,736 | $36,518iApproximate average salary by contribution assumption: employee only about $912,954 at 4% or $608,636 at 6%; with 50% employer match about $608,636 at 4% or $405,757 at 6%; with 100% employer match about $456,477 at 4% or $304,318 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 9 | $2,255,774 | $267,000 | $29,667iApproximate average salary by contribution assumption: employee only about $741,667 at 4% or $494,444 at 6%; with 50% employer match about $494,444 at 4% or $329,630 at 6%; with 100% employer match about $370,833 at 4% or $247,222 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 13 | $1,728,324 | $207,736 | $15,980iApproximate average salary by contribution assumption: employee only about $399,492 at 4% or $266,328 at 6%; with 50% employer match about $266,328 at 4% or $177,552 at 6%; with 100% employer match about $199,746 at 4% or $133,164 at 6%. |
| 2022 | 2 | 11 | $3,227,750 | $205,755 | $18,705iApproximate average salary by contribution assumption: employee only about $467,625 at 4% or $311,750 at 6%; with 50% employer match about $311,750 at 4% or $207,833 at 6%; with 100% employer match about $233,813 at 4% or $155,875 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 9 | $1,850,414 | $141,250 | $15,694iApproximate average salary by contribution assumption: employee only about $392,361 at 4% or $261,574 at 6%; with 50% employer match about $261,574 at 4% or $174,383 at 6%; with 100% employer match about $196,181 at 4% or $130,787 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 11 | $1,377,336 | $64,505 | $5,864iApproximate average salary by contribution assumption: employee only about $146,602 at 4% or $97,735 at 6%; with 50% employer match about $97,735 at 4% or $65,157 at 6%; with 100% employer match about $73,301 at 4% or $48,867 at 6%. |
| 2021 | 2 | 11 | $3,356,357 | $307,309 | $27,937iApproximate average salary by contribution assumption: employee only about $698,430 at 4% or $465,620 at 6%; with 50% employer match about $465,620 at 4% or $310,413 at 6%; with 100% employer match about $349,215 at 4% or $232,810 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 9 | $1,764,454 | $206,000 | $22,889iApproximate average salary by contribution assumption: employee only about $572,222 at 4% or $381,481 at 6%; with 50% employer match about $381,481 at 4% or $254,321 at 6%; with 100% employer match about $286,111 at 4% or $190,741 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 11 | $1,591,903 | $101,309 | $9,210iApproximate average salary by contribution assumption: employee only about $230,248 at 4% or $153,498 at 6%; with 50% employer match about $153,498 at 4% or $102,332 at 6%; with 100% employer match about $115,124 at 4% or $76,749 at 6%. |
| 2020 | 2 | 11 | $2,888,325 | $354,960 | $32,269iApproximate average salary by contribution assumption: employee only about $806,727 at 4% or $537,818 at 6%; with 50% employer match about $537,818 at 4% or $358,545 at 6%; with 100% employer match about $403,364 at 4% or $268,909 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 9 | $1,451,709 | $267,000 | $29,667iApproximate average salary by contribution assumption: employee only about $741,667 at 4% or $494,444 at 6%; with 50% employer match about $494,444 at 4% or $329,630 at 6%; with 100% employer match about $370,833 at 4% or $247,222 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 11 | $1,436,616 | $87,960 | $7,996iApproximate average salary by contribution assumption: employee only about $199,909 at 4% or $133,273 at 6%; with 50% employer match about $133,273 at 4% or $88,848 at 6%; with 100% employer match about $99,955 at 4% or $66,636 at 6%. |
| 2019 | 2 | 11 | $1,860,971 | $241,320 | $21,938iApproximate average salary by contribution assumption: employee only about $548,455 at 4% or $365,636 at 6%; with 50% employer match about $365,636 at 4% or $243,758 at 6%; with 100% employer match about $274,227 at 4% or $182,818 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 11 | $935,623 | $64,320 | $5,847iApproximate average salary by contribution assumption: employee only about $146,182 at 4% or $97,455 at 6%; with 50% employer match about $97,455 at 4% or $64,970 at 6%; with 100% employer match about $73,091 at 4% or $48,727 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 7 | $925,348 | $177,000 | $25,286iApproximate average salary by contribution assumption: employee only about $632,143 at 4% or $421,429 at 6%; with 50% employer match about $421,429 at 4% or $280,952 at 6%; with 100% employer match about $316,071 at 4% or $210,714 at 6%. |
| 2018 | 2 | 7 | $1,888,120 | $171,069 | $24,438iApproximate average salary by contribution assumption: employee only about $610,961 at 4% or $407,307 at 6%; with 50% employer match about $407,307 at 4% or $271,538 at 6%; with 100% employer match about $305,480 at 4% or $203,654 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 7 | $955,382 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 0 | $932,738 | $71,069 | - |
| 2017 | 2 | 10 | $1,663,562 | $170,736 | $17,074iApproximate average salary by contribution assumption: employee only about $426,840 at 4% or $284,560 at 6%; with 50% employer match about $284,560 at 4% or $189,707 at 6%; with 100% employer match about $213,420 at 4% or $142,280 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 7 | $837,189 | $110,000 | $15,714iApproximate average salary by contribution assumption: employee only about $392,857 at 4% or $261,905 at 6%; with 50% employer match about $261,905 at 4% or $174,603 at 6%; with 100% employer match about $196,429 at 4% or $130,952 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 10 | $826,373 | $60,736 | $6,074iApproximate average salary by contribution assumption: employee only about $151,840 at 4% or $101,227 at 6%; with 50% employer match about $101,227 at 4% or $67,484 at 6%; with 100% employer match about $75,920 at 4% or $50,613 at 6%. |
| 2016 | 2 | 10 | $1,467,686 | $189,377 | $18,938iApproximate average salary by contribution assumption: employee only about $473,443 at 4% or $315,628 at 6%; with 50% employer match about $315,628 at 4% or $210,419 at 6%; with 100% employer match about $236,721 at 4% or $157,814 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 9 | $762,364 | $107,000 | $11,889iApproximate average salary by contribution assumption: employee only about $297,222 at 4% or $198,148 at 6%; with 50% employer match about $198,148 at 4% or $132,099 at 6%; with 100% employer match about $148,611 at 4% or $99,074 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 10 | $705,322 | $82,377 | $8,238iApproximate average salary by contribution assumption: employee only about $205,943 at 4% or $137,295 at 6%; with 50% employer match about $137,295 at 4% or $91,530 at 6%; with 100% employer match about $102,971 at 4% or $68,648 at 6%. |
| 2015 | 2 | 11 | $1,106,245 | $213,652 | $19,423iApproximate average salary by contribution assumption: employee only about $485,573 at 4% or $323,715 at 6%; with 50% employer match about $323,715 at 4% or $215,810 at 6%; with 100% employer match about $242,786 at 4% or $161,858 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 11 | $566,169 | $51,552 | $4,687iApproximate average salary by contribution assumption: employee only about $117,164 at 4% or $78,109 at 6%; with 50% employer match about $78,109 at 4% or $52,073 at 6%; with 100% employer match about $58,582 at 4% or $39,055 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 9 | $540,076 | $162,100 | $18,011iApproximate average salary by contribution assumption: employee only about $450,278 at 4% or $300,185 at 6%; with 50% employer match about $300,185 at 4% or $200,123 at 6%; with 100% employer match about $225,139 at 4% or $150,093 at 6%. |
| 2014 | 2 | 10 | $846,146 | $173,546 | $17,355iApproximate average salary by contribution assumption: employee only about $433,865 at 4% or $289,243 at 6%; with 50% employer match about $289,243 at 4% or $192,829 at 6%; with 100% employer match about $216,932 at 4% or $144,622 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 10 | $544,571 | $56,796 | $5,680iApproximate average salary by contribution assumption: employee only about $141,990 at 4% or $94,660 at 6%; with 50% employer match about $94,660 at 4% or $63,107 at 6%; with 100% employer match about $70,995 at 4% or $47,330 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 9 | $301,575 | $116,750 | $12,972iApproximate average salary by contribution assumption: employee only about $324,306 at 4% or $216,204 at 6%; with 50% employer match about $216,204 at 4% or $144,136 at 6%; with 100% employer match about $162,153 at 4% or $108,102 at 6%. |
| 2013 | 2 | 10 | $696,129 | $145,742 | $14,574iApproximate average salary by contribution assumption: employee only about $364,355 at 4% or $242,903 at 6%; with 50% employer match about $242,903 at 4% or $161,936 at 6%; with 100% employer match about $182,178 at 4% or $121,452 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 10 | $486,508 | $33,642 | $3,364iApproximate average salary by contribution assumption: employee only about $84,105 at 4% or $56,070 at 6%; with 50% employer match about $56,070 at 4% or $37,380 at 6%; with 100% employer match about $42,053 at 4% or $28,035 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 9 | $209,621 | $112,100 | $12,456iApproximate average salary by contribution assumption: employee only about $311,389 at 4% or $207,593 at 6%; with 50% employer match about $207,593 at 4% or $138,395 at 6%; with 100% employer match about $155,694 at 4% or $103,796 at 6%. |
| 2012 | 2 | 9 | $507,785 | $123,589 | $13,732iApproximate average salary by contribution assumption: employee only about $343,303 at 4% or $228,869 at 6%; with 50% employer match about $228,869 at 4% or $152,579 at 6%; with 100% employer match about $171,651 at 4% or $114,434 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 8 | $417,585 | $33,389 | $4,174iApproximate average salary by contribution assumption: employee only about $104,341 at 4% or $69,560 at 6%; with 50% employer match about $69,560 at 4% or $46,374 at 6%; with 100% employer match about $52,170 at 4% or $34,780 at 6%. |
| SENGLAUB FINANCIAL GROUP, INC. DEFINED BENEFIT PLAN | - | 9 | $90,200 | $90,200 | $10,022iApproximate average salary by contribution assumption: employee only about $250,556 at 4% or $167,037 at 6%; with 50% employer match about $167,037 at 4% or $111,358 at 6%; with 100% employer match about $125,278 at 4% or $83,519 at 6%. |
| 2011 | 1 | 8 | $364,069 | $35,059 | $4,382iApproximate average salary by contribution assumption: employee only about $109,559 at 4% or $73,040 at 6%; with 50% employer match about $73,040 at 4% or $48,693 at 6%; with 100% employer match about $54,780 at 4% or $36,520 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 8 | $364,069 | $35,059 | $4,382iApproximate average salary by contribution assumption: employee only about $109,559 at 4% or $73,040 at 6%; with 50% employer match about $73,040 at 4% or $48,693 at 6%; with 100% employer match about $54,780 at 4% or $36,520 at 6%. |
| 2010 | 1 | 7 | $562,395 | $31,648 | $4,521iApproximate average salary by contribution assumption: employee only about $113,029 at 4% or $75,352 at 6%; with 50% employer match about $75,352 at 4% or $50,235 at 6%; with 100% employer match about $56,514 at 4% or $37,676 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 7 | $562,395 | $31,648 | $4,521iApproximate average salary by contribution assumption: employee only about $113,029 at 4% or $75,352 at 6%; with 50% employer match about $75,352 at 4% or $50,235 at 6%; with 100% employer match about $56,514 at 4% or $37,676 at 6%. |
| 2009 | 1 | 5 | $452,897 | $31,041 | $6,208iApproximate average salary by contribution assumption: employee only about $155,205 at 4% or $103,470 at 6%; with 50% employer match about $103,470 at 4% or $68,980 at 6%; with 100% employer match about $77,603 at 4% or $51,735 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 5 | $452,897 | $31,041 | $6,208iApproximate average salary by contribution assumption: employee only about $155,205 at 4% or $103,470 at 6%; with 50% employer match about $103,470 at 4% or $68,980 at 6%; with 100% employer match about $77,603 at 4% or $51,735 at 6%. |
| 2008 | 1 | 7 | $318,715 | $29,152 | $4,165iApproximate average salary by contribution assumption: employee only about $104,114 at 4% or $69,410 at 6%; with 50% employer match about $69,410 at 4% or $46,273 at 6%; with 100% employer match about $52,057 at 4% or $34,705 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 7 | $318,715 | $29,152 | $4,165iApproximate average salary by contribution assumption: employee only about $104,114 at 4% or $69,410 at 6%; with 50% employer match about $69,410 at 4% or $46,273 at 6%; with 100% employer match about $52,057 at 4% or $34,705 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 8 | $600,965 | $45,179 | $5,647iApproximate average salary by contribution assumption: employee only about $141,184 at 4% or $94,123 at 6%; with 50% employer match about $94,123 at 4% or $62,749 at 6%; with 100% employer match about $70,592 at 4% or $47,061 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 8 | $600,965 | $45,179 | $5,647iApproximate average salary by contribution assumption: employee only about $141,184 at 4% or $94,123 at 6%; with 50% employer match about $94,123 at 4% or $62,749 at 6%; with 100% employer match about $70,592 at 4% or $47,061 at 6%. |
| 2005 | 1 | 8 | $454,589 | $46,184 | $5,773iApproximate average salary by contribution assumption: employee only about $144,325 at 4% or $96,217 at 6%; with 50% employer match about $96,217 at 4% or $64,144 at 6%; with 100% employer match about $72,163 at 4% or $48,108 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 8 | $454,589 | $46,184 | $5,773iApproximate average salary by contribution assumption: employee only about $144,325 at 4% or $96,217 at 6%; with 50% employer match about $96,217 at 4% or $64,144 at 6%; with 100% employer match about $72,163 at 4% or $48,108 at 6%. |
| 2004 | 1 | 8 | $264,747 | $72,516 | $9,065iApproximate average salary by contribution assumption: employee only about $226,613 at 4% or $151,075 at 6%; with 50% employer match about $151,075 at 4% or $100,717 at 6%; with 100% employer match about $113,306 at 4% or $75,538 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 8 | $264,747 | $72,516 | $9,065iApproximate average salary by contribution assumption: employee only about $226,613 at 4% or $151,075 at 6%; with 50% employer match about $151,075 at 4% or $100,717 at 6%; with 100% employer match about $113,306 at 4% or $75,538 at 6%. |
| 2003 | 1 | 8 | $279,063 | $101,013 | $12,627iApproximate average salary by contribution assumption: employee only about $315,666 at 4% or $210,444 at 6%; with 50% employer match about $210,444 at 4% or $140,296 at 6%; with 100% employer match about $157,833 at 4% or $105,222 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 8 | $279,063 | $101,013 | $12,627iApproximate average salary by contribution assumption: employee only about $315,666 at 4% or $210,444 at 6%; with 50% employer match about $210,444 at 4% or $140,296 at 6%; with 100% employer match about $157,833 at 4% or $105,222 at 6%. |
| 2002 | 1 | 7 | $117,499 | $80,523 | $11,503iApproximate average salary by contribution assumption: employee only about $287,582 at 4% or $191,721 at 6%; with 50% employer match about $191,721 at 4% or $127,814 at 6%; with 100% employer match about $143,791 at 4% or $95,861 at 6%. |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 7 | $117,499 | $80,523 | $11,503iApproximate average salary by contribution assumption: employee only about $287,582 at 4% or $191,721 at 6%; with 50% employer match about $191,721 at 4% or $127,814 at 6%; with 100% employer match about $143,791 at 4% or $95,861 at 6%. |
| 2001 | 1 | 6 | $0 | $0 | - |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Senglaub Financial Group Inc. 401(K) Profit Sharing Plan | - | 6 | - | - | - |