Civic Intelligence

Von Briesen, Purtell & Roper, S.C.

Plan context: Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan

EIN 39-1576289 • 76 filings • 16 plans

Current Snapshot

Latest Year

2024

2024 Participants

410

2024 Assets

$171,249,075

2024 Contributions

$8,156,548

Historical Graphs

Total Assets Over Time

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

$171,249,075$85,624,538$0199920122024YearValue
$171,249,075Latest year 2024

Participants Over Time

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

4102050199920122024YearValue
410Latest year 2024

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
20243410$171,249,075$8,156,548$19,894iApproximate average salary by contribution assumption: employee only about $497,350 at 4% or $331,567 at 6%; with 50% employer match about $331,567 at 4% or $221,045 at 6%; with 100% employer match about $248,675 at 4% or $165,783 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-300$171,249,075$8,156,548$27,188iApproximate average salary by contribution assumption: employee only about $679,712 at 4% or $453,142 at 6%; with 50% employer match about $453,142 at 4% or $302,094 at 6%; with 100% employer match about $339,856 at 4% or $226,571 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-410---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-265---
20233305$149,309,388$7,434,791$24,376iApproximate average salary by contribution assumption: employee only about $609,409 at 4% or $406,273 at 6%; with 50% employer match about $406,273 at 4% or $270,848 at 6%; with 100% employer match about $304,705 at 4% or $203,136 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-294$149,309,388$7,434,791$25,288iApproximate average salary by contribution assumption: employee only about $632,210 at 4% or $421,473 at 6%; with 50% employer match about $421,473 at 4% or $280,982 at 6%; with 100% employer match about $316,105 at 4% or $210,737 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-305---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-272---
20223315$134,387,757$7,010,764$22,256iApproximate average salary by contribution assumption: employee only about $556,410 at 4% or $370,940 at 6%; with 50% employer match about $370,940 at 4% or $247,293 at 6%; with 100% employer match about $278,205 at 4% or $185,470 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-308$134,387,757$7,010,764$22,762iApproximate average salary by contribution assumption: employee only about $569,056 at 4% or $379,370 at 6%; with 50% employer match about $379,370 at 4% or $252,914 at 6%; with 100% employer match about $284,528 at 4% or $189,685 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-315---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-262---
20213342$167,352,982$8,355,976$24,433iApproximate average salary by contribution assumption: employee only about $610,817 at 4% or $407,211 at 6%; with 50% employer match about $407,211 at 4% or $271,474 at 6%; with 100% employer match about $305,408 at 4% or $203,606 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-342$167,352,982$8,355,976$24,433iApproximate average salary by contribution assumption: employee only about $610,817 at 4% or $407,211 at 6%; with 50% employer match about $407,211 at 4% or $271,474 at 6%; with 100% employer match about $305,408 at 4% or $203,606 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-315---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-268---
20203318$145,505,282$5,289,110$16,632iApproximate average salary by contribution assumption: employee only about $415,811 at 4% or $277,207 at 6%; with 50% employer match about $277,207 at 4% or $184,805 at 6%; with 100% employer match about $207,905 at 4% or $138,604 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-318$145,505,282$5,289,110$16,632iApproximate average salary by contribution assumption: employee only about $415,811 at 4% or $277,207 at 6%; with 50% employer match about $277,207 at 4% or $184,805 at 6%; with 100% employer match about $207,905 at 4% or $138,604 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-213---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-288---
20193326$125,853,970$8,311,169$25,494iApproximate average salary by contribution assumption: employee only about $637,360 at 4% or $424,906 at 6%; with 50% employer match about $424,906 at 4% or $283,271 at 6%; with 100% employer match about $318,680 at 4% or $212,453 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-317$125,853,970$8,311,169$26,218iApproximate average salary by contribution assumption: employee only about $655,455 at 4% or $436,970 at 6%; with 50% employer match about $436,970 at 4% or $291,313 at 6%; with 100% employer match about $327,727 at 4% or $218,485 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-217---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-326---
20183324$102,869,523$10,695,107$33,010iApproximate average salary by contribution assumption: employee only about $825,240 at 4% or $550,160 at 6%; with 50% employer match about $550,160 at 4% or $366,773 at 6%; with 100% employer match about $412,620 at 4% or $275,080 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-321$102,869,523$10,695,107$33,318iApproximate average salary by contribution assumption: employee only about $832,952 at 4% or $555,302 at 6%; with 50% employer match about $555,302 at 4% or $370,201 at 6%; with 100% employer match about $416,476 at 4% or $277,651 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-221---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-324---
20173338$100,175,643$9,911,812$29,325iApproximate average salary by contribution assumption: employee only about $733,122 at 4% or $488,748 at 6%; with 50% employer match about $488,748 at 4% or $325,832 at 6%; with 100% employer match about $366,561 at 4% or $244,374 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-304$100,175,643$9,911,812$32,605iApproximate average salary by contribution assumption: employee only about $815,116 at 4% or $543,411 at 6%; with 50% employer match about $543,411 at 4% or $362,274 at 6%; with 100% employer match about $407,558 at 4% or $271,705 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-222---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-338---
20163253$78,043,514$6,000,254$23,716iApproximate average salary by contribution assumption: employee only about $592,910 at 4% or $395,274 at 6%; with 50% employer match about $395,274 at 4% or $263,516 at 6%; with 100% employer match about $296,455 at 4% or $197,637 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-253$78,043,514$6,000,254$23,716iApproximate average salary by contribution assumption: employee only about $592,910 at 4% or $395,274 at 6%; with 50% employer match about $395,274 at 4% or $263,516 at 6%; with 100% employer match about $296,455 at 4% or $197,637 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-162---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-238---
20153195$68,948,716$4,978,445$25,530iApproximate average salary by contribution assumption: employee only about $638,262 at 4% or $425,508 at 6%; with 50% employer match about $425,508 at 4% or $283,672 at 6%; with 100% employer match about $319,131 at 4% or $212,754 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-195$68,948,716$4,978,445$25,530iApproximate average salary by contribution assumption: employee only about $638,262 at 4% or $425,508 at 6%; with 50% employer match about $425,508 at 4% or $283,672 at 6%; with 100% employer match about $319,131 at 4% or $212,754 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-153---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-193---
20143169$65,563,071$4,443,426$26,292iApproximate average salary by contribution assumption: employee only about $657,312 at 4% or $438,208 at 6%; with 50% employer match about $438,208 at 4% or $292,138 at 6%; with 100% employer match about $328,656 at 4% or $219,104 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-158$65,563,071$4,443,426$28,123iApproximate average salary by contribution assumption: employee only about $703,074 at 4% or $468,716 at 6%; with 50% employer match about $468,716 at 4% or $312,477 at 6%; with 100% employer match about $351,537 at 4% or $234,358 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-131---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-169---
20133181$59,506,576$3,710,272$20,499iApproximate average salary by contribution assumption: employee only about $512,469 at 4% or $341,646 at 6%; with 50% employer match about $341,646 at 4% or $227,764 at 6%; with 100% employer match about $256,234 at 4% or $170,823 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-181$59,506,576$3,710,272$20,499iApproximate average salary by contribution assumption: employee only about $512,469 at 4% or $341,646 at 6%; with 50% employer match about $341,646 at 4% or $227,764 at 6%; with 100% employer match about $256,234 at 4% or $170,823 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-137---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-173---
20123179$48,394,813$3,684,253$20,582iApproximate average salary by contribution assumption: employee only about $514,560 at 4% or $343,040 at 6%; with 50% employer match about $343,040 at 4% or $228,694 at 6%; with 100% employer match about $257,280 at 4% or $171,520 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-179$48,394,813$3,684,253$20,582iApproximate average salary by contribution assumption: employee only about $514,560 at 4% or $343,040 at 6%; with 50% employer match about $343,040 at 4% or $228,694 at 6%; with 100% employer match about $257,280 at 4% or $171,520 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-151---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-174---
20113342$41,251,649$4,506,337$13,176iApproximate average salary by contribution assumption: employee only about $329,411 at 4% or $219,607 at 6%; with 50% employer match about $219,607 at 4% or $146,405 at 6%; with 100% employer match about $164,705 at 4% or $109,804 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-190$41,251,649$4,506,337$23,718iApproximate average salary by contribution assumption: employee only about $592,939 at 4% or $395,293 at 6%; with 50% employer match about $395,293 at 4% or $263,528 at 6%; with 100% employer match about $296,470 at 4% or $197,646 at 6%.
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-176---
Von Briesen Purtell and Roper, S.C. Group Health Plan-342---
20103345$39,129,788$3,196,889$9,266iApproximate average salary by contribution assumption: employee only about $231,659 at 4% or $154,439 at 6%; with 50% employer match about $154,439 at 4% or $102,959 at 6%; with 100% employer match about $115,829 at 4% or $77,220 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-183$39,129,788$3,196,889$17,469iApproximate average salary by contribution assumption: employee only about $436,733 at 4% or $291,156 at 6%; with 50% employer match about $291,156 at 4% or $194,104 at 6%; with 100% employer match about $218,367 at 4% or $145,578 at 6%.
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-178---
Von Briesen Purtell and Roper, S.C. Group Health Plan-345---
20093185$34,708,667$3,310,831$17,896iApproximate average salary by contribution assumption: employee only about $447,410 at 4% or $298,273 at 6%; with 50% employer match about $298,273 at 4% or $198,849 at 6%; with 100% employer match about $223,705 at 4% or $149,137 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-185$34,708,667$3,310,831$17,896iApproximate average salary by contribution assumption: employee only about $447,410 at 4% or $298,273 at 6%; with 50% employer match about $298,273 at 4% or $198,849 at 6%; with 100% employer match about $223,705 at 4% or $149,137 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-157---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-163---
20083157$27,069,564$2,475,532$15,768iApproximate average salary by contribution assumption: employee only about $394,193 at 4% or $262,795 at 6%; with 50% employer match about $262,795 at 4% or $175,197 at 6%; with 100% employer match about $197,096 at 4% or $131,398 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-136$27,069,564$2,475,532$18,202iApproximate average salary by contribution assumption: employee only about $455,061 at 4% or $303,374 at 6%; with 50% employer match about $303,374 at 4% or $202,249 at 6%; with 100% employer match about $227,531 at 4% or $151,687 at 6%.
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-157---
Von Briesen Purtell and Roper, S.C. Group Health Plan-139---
20073155$38,275,154$2,368,383$15,280iApproximate average salary by contribution assumption: employee only about $381,997 at 4% or $254,665 at 6%; with 50% employer match about $254,665 at 4% or $169,777 at 6%; with 100% employer match about $190,999 at 4% or $127,332 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-150$38,275,154$2,368,383$15,789iApproximate average salary by contribution assumption: employee only about $394,731 at 4% or $263,154 at 6%; with 50% employer match about $263,154 at 4% or $175,436 at 6%; with 100% employer match about $197,365 at 4% or $131,577 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-155---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-155---
20063157$36,352,333$2,591,660$16,507iApproximate average salary by contribution assumption: employee only about $412,685 at 4% or $275,123 at 6%; with 50% employer match about $275,123 at 4% or $183,415 at 6%; with 100% employer match about $206,342 at 4% or $137,562 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-131$36,352,333$2,591,660$19,784iApproximate average salary by contribution assumption: employee only about $494,592 at 4% or $329,728 at 6%; with 50% employer match about $329,728 at 4% or $219,818 at 6%; with 100% employer match about $247,296 at 4% or $164,864 at 6%.
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-157---
Von Briesen Purtell and Roper, S.C. Group Health Plan-157---
20053143$32,076,632$3,007,683$21,033iApproximate average salary by contribution assumption: employee only about $525,819 at 4% or $350,546 at 6%; with 50% employer match about $350,546 at 4% or $233,697 at 6%; with 100% employer match about $262,909 at 4% or $175,273 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-139$32,076,632$3,007,683$21,638iApproximate average salary by contribution assumption: employee only about $540,950 at 4% or $360,633 at 6%; with 50% employer match about $360,633 at 4% or $240,422 at 6%; with 100% employer match about $270,475 at 4% or $180,317 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-143---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-143---
20041147$0$0-
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-147---
20033135$26,237,080$1,850,193$13,705iApproximate average salary by contribution assumption: employee only about $342,628 at 4% or $228,419 at 6%; with 50% employer match about $228,419 at 4% or $152,279 at 6%; with 100% employer match about $171,314 at 4% or $114,209 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-135$26,237,080$1,850,193$13,705iApproximate average salary by contribution assumption: employee only about $342,628 at 4% or $228,419 at 6%; with 50% employer match about $228,419 at 4% or $152,279 at 6%; with 100% employer match about $171,314 at 4% or $114,209 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-134---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-134---
20023256$20,269,504$1,834,621$7,166iApproximate average salary by contribution assumption: employee only about $179,162 at 4% or $119,441 at 6%; with 50% employer match about $119,441 at 4% or $79,628 at 6%; with 100% employer match about $89,581 at 4% or $59,721 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-189$20,269,504$1,834,621$9,707iApproximate average salary by contribution assumption: employee only about $242,675 at 4% or $161,783 at 6%; with 50% employer match about $161,783 at 4% or $107,855 at 6%; with 100% employer match about $121,337 at 4% or $80,892 at 6%.
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-143---
Von Briesen Purtell and Roper, S.C. Group Health Plan-256---
20013175$25,037,888$1,678,513$9,592iApproximate average salary by contribution assumption: employee only about $239,788 at 4% or $159,858 at 6%; with 50% employer match about $159,858 at 4% or $106,572 at 6%; with 100% employer match about $119,894 at 4% or $79,929 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-175$25,037,888$1,678,513$9,592iApproximate average salary by contribution assumption: employee only about $239,788 at 4% or $159,858 at 6%; with 50% employer match about $159,858 at 4% or $106,572 at 6%; with 100% employer match about $119,894 at 4% or $79,929 at 6%.
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-154---
Von Briesen Purtell and Roper, S.C. Group Health Plan-0---
20003312$24,743,674$1,717,207$5,504iApproximate average salary by contribution assumption: employee only about $137,597 at 4% or $91,731 at 6%; with 50% employer match about $91,731 at 4% or $61,154 at 6%; with 100% employer match about $68,798 at 4% or $45,866 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-187$24,743,674$1,717,207$9,183iApproximate average salary by contribution assumption: employee only about $229,573 at 4% or $153,049 at 6%; with 50% employer match about $153,049 at 4% or $102,033 at 6%; with 100% employer match about $114,787 at 4% or $76,524 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-312---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-159---
19993178$24,867,559$1,684,934$9,466iApproximate average salary by contribution assumption: employee only about $236,648 at 4% or $157,765 at 6%; with 50% employer match about $157,765 at 4% or $105,177 at 6%; with 100% employer match about $118,324 at 4% or $78,883 at 6%.
Von Briesen, Purtell & Roper, S.C. 401K Profit Sharing Plan-178$24,867,559$1,684,934$9,466iApproximate average salary by contribution assumption: employee only about $236,648 at 4% or $157,765 at 6%; with 50% employer match about $157,765 at 4% or $105,177 at 6%; with 100% employer match about $118,324 at 4% or $78,883 at 6%.
Von Briesen Purtell and Roper, S.C. Group Health Plan-0---
Von Briesen Purtell & Roper, S.C. Group Life Insurance & Long Term Disability Benefit Rlan-161---