Civic Intelligence

Novitzke, Gust, Sempf, Whitley & Bergmanis

Plan context: Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust

EIN 39-1585138 • Amery, WI • 26 filings • 4 plans

314 Keller Ave. North, Suite 200Amery, WI 54001
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,874,403

2024 Contributions

$121,136

Historical Graphs

Total Assets Over Time

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

$3,238,650$1,619,325$0199920122024YearValue
$2,874,403Latest year 2024

Participants Over Time

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

1580199920122024YearValue
12Latest 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
2024112$2,874,403$121,136$10,095iApproximate average salary by contribution assumption: employee only about $252,367 at 4% or $168,244 at 6%; with 50% employer match about $168,244 at 4% or $112,163 at 6%; with 100% employer match about $126,183 at 4% or $84,122 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-12$2,874,403$121,136$10,095iApproximate average salary by contribution assumption: employee only about $252,367 at 4% or $168,244 at 6%; with 50% employer match about $168,244 at 4% or $112,163 at 6%; with 100% employer match about $126,183 at 4% or $84,122 at 6%.
2023114$2,377,943$74,572$5,327iApproximate average salary by contribution assumption: employee only about $133,164 at 4% or $88,776 at 6%; with 50% employer match about $88,776 at 4% or $59,184 at 6%; with 100% employer match about $66,582 at 4% or $44,388 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-14$2,377,943$74,572$5,327iApproximate average salary by contribution assumption: employee only about $133,164 at 4% or $88,776 at 6%; with 50% employer match about $88,776 at 4% or $59,184 at 6%; with 100% employer match about $66,582 at 4% or $44,388 at 6%.
2022113$2,418,038$113,405$8,723iApproximate average salary by contribution assumption: employee only about $218,087 at 4% or $145,391 at 6%; with 50% employer match about $145,391 at 4% or $96,927 at 6%; with 100% employer match about $109,043 at 4% or $72,696 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-13$2,418,038$113,405$8,723iApproximate average salary by contribution assumption: employee only about $218,087 at 4% or $145,391 at 6%; with 50% employer match about $145,391 at 4% or $96,927 at 6%; with 100% employer match about $109,043 at 4% or $72,696 at 6%.
2021112$2,821,049$137,057$11,421iApproximate average salary by contribution assumption: employee only about $285,535 at 4% or $190,357 at 6%; with 50% employer match about $190,357 at 4% or $126,905 at 6%; with 100% employer match about $142,768 at 4% or $95,178 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-12$2,821,049$137,057$11,421iApproximate average salary by contribution assumption: employee only about $285,535 at 4% or $190,357 at 6%; with 50% employer match about $190,357 at 4% or $126,905 at 6%; with 100% employer match about $142,768 at 4% or $95,178 at 6%.
2020112$2,428,950$113,589$9,466iApproximate average salary by contribution assumption: employee only about $236,644 at 4% or $157,763 at 6%; with 50% employer match about $157,763 at 4% or $105,175 at 6%; with 100% employer match about $118,322 at 4% or $78,881 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-12$2,428,950$113,589$9,466iApproximate average salary by contribution assumption: employee only about $236,644 at 4% or $157,763 at 6%; with 50% employer match about $157,763 at 4% or $105,175 at 6%; with 100% employer match about $118,322 at 4% or $78,881 at 6%.
2019112$2,041,462$122,555$10,213iApproximate average salary by contribution assumption: employee only about $255,323 at 4% or $170,215 at 6%; with 50% employer match about $170,215 at 4% or $113,477 at 6%; with 100% employer match about $127,661 at 4% or $85,108 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-12$2,041,462$122,555$10,213iApproximate average salary by contribution assumption: employee only about $255,323 at 4% or $170,215 at 6%; with 50% employer match about $170,215 at 4% or $113,477 at 6%; with 100% employer match about $127,661 at 4% or $85,108 at 6%.
2018111$1,726,173$105,562$9,597iApproximate average salary by contribution assumption: employee only about $239,914 at 4% or $159,942 at 6%; with 50% employer match about $159,942 at 4% or $106,628 at 6%; with 100% employer match about $119,957 at 4% or $79,971 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-11$1,726,173$105,562$9,597iApproximate average salary by contribution assumption: employee only about $239,914 at 4% or $159,942 at 6%; with 50% employer match about $159,942 at 4% or $106,628 at 6%; with 100% employer match about $119,957 at 4% or $79,971 at 6%.
2017110$1,912,296$99,322$9,932iApproximate average salary by contribution assumption: employee only about $248,305 at 4% or $165,537 at 6%; with 50% employer match about $165,537 at 4% or $110,358 at 6%; with 100% employer match about $124,153 at 4% or $82,768 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-10$1,912,296$99,322$9,932iApproximate average salary by contribution assumption: employee only about $248,305 at 4% or $165,537 at 6%; with 50% employer match about $165,537 at 4% or $110,358 at 6%; with 100% employer match about $124,153 at 4% or $82,768 at 6%.
2016111$3,238,650$98,668$8,970iApproximate average salary by contribution assumption: employee only about $224,245 at 4% or $149,497 at 6%; with 50% employer match about $149,497 at 4% or $99,665 at 6%; with 100% employer match about $112,123 at 4% or $74,748 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-11$3,238,650$98,668$8,970iApproximate average salary by contribution assumption: employee only about $224,245 at 4% or $149,497 at 6%; with 50% employer match about $149,497 at 4% or $99,665 at 6%; with 100% employer match about $112,123 at 4% or $74,748 at 6%.
2015111$2,942,610$96,563$8,778iApproximate average salary by contribution assumption: employee only about $219,461 at 4% or $146,308 at 6%; with 50% employer match about $146,308 at 4% or $97,538 at 6%; with 100% employer match about $109,731 at 4% or $73,154 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-11$2,942,610$96,563$8,778iApproximate average salary by contribution assumption: employee only about $219,461 at 4% or $146,308 at 6%; with 50% employer match about $146,308 at 4% or $97,538 at 6%; with 100% employer match about $109,731 at 4% or $73,154 at 6%.
2014111$2,832,972$92,939$8,449iApproximate average salary by contribution assumption: employee only about $211,225 at 4% or $140,817 at 6%; with 50% employer match about $140,817 at 4% or $93,878 at 6%; with 100% employer match about $105,613 at 4% or $70,408 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-11$2,832,972$92,939$8,449iApproximate average salary by contribution assumption: employee only about $211,225 at 4% or $140,817 at 6%; with 50% employer match about $140,817 at 4% or $93,878 at 6%; with 100% employer match about $105,613 at 4% or $70,408 at 6%.
2013111$2,665,655$55,841$5,076iApproximate average salary by contribution assumption: employee only about $126,911 at 4% or $84,608 at 6%; with 50% employer match about $84,608 at 4% or $56,405 at 6%; with 100% employer match about $63,456 at 4% or $42,304 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-11$2,665,655$55,841$5,076iApproximate average salary by contribution assumption: employee only about $126,911 at 4% or $84,608 at 6%; with 50% employer match about $84,608 at 4% or $56,405 at 6%; with 100% employer match about $63,456 at 4% or $42,304 at 6%.
2012113$2,148,433$50,506$3,885iApproximate average salary by contribution assumption: employee only about $97,127 at 4% or $64,751 at 6%; with 50% employer match about $64,751 at 4% or $43,168 at 6%; with 100% employer match about $48,563 at 4% or $32,376 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-13$2,148,433$50,506$3,885iApproximate average salary by contribution assumption: employee only about $97,127 at 4% or $64,751 at 6%; with 50% employer match about $64,751 at 4% or $43,168 at 6%; with 100% employer match about $48,563 at 4% or $32,376 at 6%.
2011112$1,820,564$51,031$4,253iApproximate average salary by contribution assumption: employee only about $106,315 at 4% or $70,876 at 6%; with 50% employer match about $70,876 at 4% or $47,251 at 6%; with 100% employer match about $53,157 at 4% or $35,438 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-12$1,820,564$51,031$4,253iApproximate average salary by contribution assumption: employee only about $106,315 at 4% or $70,876 at 6%; with 50% employer match about $70,876 at 4% or $47,251 at 6%; with 100% employer match about $53,157 at 4% or $35,438 at 6%.
2010114$1,844,074$56,817$4,058iApproximate average salary by contribution assumption: employee only about $101,459 at 4% or $67,639 at 6%; with 50% employer match about $67,639 at 4% or $45,093 at 6%; with 100% employer match about $50,729 at 4% or $33,820 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-14$1,844,074$56,817$4,058iApproximate average salary by contribution assumption: employee only about $101,459 at 4% or $67,639 at 6%; with 50% employer match about $67,639 at 4% or $45,093 at 6%; with 100% employer match about $50,729 at 4% or $33,820 at 6%.
2009115$1,793,973$56,418$3,761iApproximate average salary by contribution assumption: employee only about $94,030 at 4% or $62,687 at 6%; with 50% employer match about $62,687 at 4% or $41,791 at 6%; with 100% employer match about $47,015 at 4% or $31,343 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-15$1,793,973$56,418$3,761iApproximate average salary by contribution assumption: employee only about $94,030 at 4% or $62,687 at 6%; with 50% employer match about $62,687 at 4% or $41,791 at 6%; with 100% employer match about $47,015 at 4% or $31,343 at 6%.
2008113$1,485,600$44,211$3,401iApproximate average salary by contribution assumption: employee only about $85,021 at 4% or $56,681 at 6%; with 50% employer match about $56,681 at 4% or $37,787 at 6%; with 100% employer match about $42,511 at 4% or $28,340 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-13$1,485,600$44,211$3,401iApproximate average salary by contribution assumption: employee only about $85,021 at 4% or $56,681 at 6%; with 50% employer match about $56,681 at 4% or $37,787 at 6%; with 100% employer match about $42,511 at 4% or $28,340 at 6%.
200719$2,112,243$37,327$4,147iApproximate average salary by contribution assumption: employee only about $103,686 at 4% or $69,124 at 6%; with 50% employer match about $69,124 at 4% or $46,083 at 6%; with 100% employer match about $51,843 at 4% or $34,562 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-9$2,112,243$37,327$4,147iApproximate average salary by contribution assumption: employee only about $103,686 at 4% or $69,124 at 6%; with 50% employer match about $69,124 at 4% or $46,083 at 6%; with 100% employer match about $51,843 at 4% or $34,562 at 6%.
200619$1,989,549$81,859$9,095iApproximate average salary by contribution assumption: employee only about $227,386 at 4% or $151,591 at 6%; with 50% employer match about $151,591 at 4% or $101,060 at 6%; with 100% employer match about $113,693 at 4% or $75,795 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-9$1,989,549$81,859$9,095iApproximate average salary by contribution assumption: employee only about $227,386 at 4% or $151,591 at 6%; with 50% employer match about $151,591 at 4% or $101,060 at 6%; with 100% employer match about $113,693 at 4% or $75,795 at 6%.
200519$1,766,691$34,792$3,866iApproximate average salary by contribution assumption: employee only about $96,644 at 4% or $64,430 at 6%; with 50% employer match about $64,430 at 4% or $42,953 at 6%; with 100% employer match about $48,322 at 4% or $32,215 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-9$1,766,691$34,792$3,866iApproximate average salary by contribution assumption: employee only about $96,644 at 4% or $64,430 at 6%; with 50% employer match about $64,430 at 4% or $42,953 at 6%; with 100% employer match about $48,322 at 4% or $32,215 at 6%.
200419$1,961,683$80,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-9$1,961,683$80,000$8,889iApproximate average salary by contribution assumption: employee only about $222,222 at 4% or $148,148 at 6%; with 50% employer match about $148,148 at 4% or $98,765 at 6%; with 100% employer match about $111,111 at 4% or $74,074 at 6%.
2003111$2,095,709$0-
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-11$2,095,709--
2002112$1,701,748$0-
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-12$1,701,748--
2001113$0$0-
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-13---
2000111$1,998,906$124,686$11,335iApproximate average salary by contribution assumption: employee only about $283,377 at 4% or $188,918 at 6%; with 50% employer match about $188,918 at 4% or $125,945 at 6%; with 100% employer match about $141,689 at 4% or $94,459 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-11$1,998,906$124,686$11,335iApproximate average salary by contribution assumption: employee only about $283,377 at 4% or $188,918 at 6%; with 50% employer match about $188,918 at 4% or $125,945 at 6%; with 100% employer match about $141,689 at 4% or $94,459 at 6%.
1999112$1,977,605$111,286$9,274iApproximate average salary by contribution assumption: employee only about $231,846 at 4% or $154,564 at 6%; with 50% employer match about $154,564 at 4% or $103,043 at 6%; with 100% employer match about $115,923 at 4% or $77,282 at 6%.
Novitzke, Gust, Sempf, Whitley & Bergmanis 401(K) Profit Sharing Plan and Trust-12$1,977,605$111,286$9,274iApproximate average salary by contribution assumption: employee only about $231,846 at 4% or $154,564 at 6%; with 50% employer match about $154,564 at 4% or $103,043 at 6%; with 100% employer match about $115,923 at 4% or $77,282 at 6%.