Engberg Anderson Design Partnership Inc.,
Plan context: Engberg Anderson Inc. 401K Plan
EIN 39-1601532 • Milwaukee, WI • 24 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$5,314,428
2024 Contributions
$364,555
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 | 1 | 41 | $5,314,428 | $364,555 | $8,892iApproximate average salary by contribution assumption: employee only about $222,290 at 4% or $148,193 at 6%; with 50% employer match about $148,193 at 4% or $98,795 at 6%; with 100% employer match about $111,145 at 4% or $74,097 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 41 | $5,314,428 | $364,555 | $8,892iApproximate average salary by contribution assumption: employee only about $222,290 at 4% or $148,193 at 6%; with 50% employer match about $148,193 at 4% or $98,795 at 6%; with 100% employer match about $111,145 at 4% or $74,097 at 6%. |
| 2023 | 1 | 53 | $4,796,995 | $334,663 | $6,314iApproximate average salary by contribution assumption: employee only about $157,860 at 4% or $105,240 at 6%; with 50% employer match about $105,240 at 4% or $70,160 at 6%; with 100% employer match about $78,930 at 4% or $52,620 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 53 | $4,796,995 | $334,663 | $6,314iApproximate average salary by contribution assumption: employee only about $157,860 at 4% or $105,240 at 6%; with 50% employer match about $105,240 at 4% or $70,160 at 6%; with 100% employer match about $78,930 at 4% or $52,620 at 6%. |
| 2022 | 1 | 49 | $3,918,346 | $338,080 | $6,900iApproximate average salary by contribution assumption: employee only about $172,490 at 4% or $114,993 at 6%; with 50% employer match about $114,993 at 4% or $76,662 at 6%; with 100% employer match about $86,245 at 4% or $57,497 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 49 | $3,918,346 | $338,080 | $6,900iApproximate average salary by contribution assumption: employee only about $172,490 at 4% or $114,993 at 6%; with 50% employer match about $114,993 at 4% or $76,662 at 6%; with 100% employer match about $86,245 at 4% or $57,497 at 6%. |
| 2021 | 1 | 47 | $4,785,496 | $325,584 | $6,927iApproximate average salary by contribution assumption: employee only about $173,183 at 4% or $115,455 at 6%; with 50% employer match about $115,455 at 4% or $76,970 at 6%; with 100% employer match about $86,591 at 4% or $57,728 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 47 | $4,785,496 | $325,584 | $6,927iApproximate average salary by contribution assumption: employee only about $173,183 at 4% or $115,455 at 6%; with 50% employer match about $115,455 at 4% or $76,970 at 6%; with 100% employer match about $86,591 at 4% or $57,728 at 6%. |
| 2020 | 1 | 44 | $4,602,746 | $236,300 | $5,370iApproximate average salary by contribution assumption: employee only about $134,261 at 4% or $89,508 at 6%; with 50% employer match about $89,508 at 4% or $59,672 at 6%; with 100% employer match about $67,131 at 4% or $44,754 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 44 | $4,602,746 | $236,300 | $5,370iApproximate average salary by contribution assumption: employee only about $134,261 at 4% or $89,508 at 6%; with 50% employer match about $89,508 at 4% or $59,672 at 6%; with 100% employer match about $67,131 at 4% or $44,754 at 6%. |
| 2019 | 1 | 46 | $5,500,290 | $186,670 | $4,058iApproximate average salary by contribution assumption: employee only about $101,451 at 4% or $67,634 at 6%; with 50% employer match about $67,634 at 4% or $45,089 at 6%; with 100% employer match about $50,726 at 4% or $33,817 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 46 | $5,500,290 | $186,670 | $4,058iApproximate average salary by contribution assumption: employee only about $101,451 at 4% or $67,634 at 6%; with 50% employer match about $67,634 at 4% or $45,089 at 6%; with 100% employer match about $50,726 at 4% or $33,817 at 6%. |
| 2018 | 1 | 25 | $4,561,655 | $170,579 | $6,823iApproximate average salary by contribution assumption: employee only about $170,579 at 4% or $113,719 at 6%; with 50% employer match about $113,719 at 4% or $75,813 at 6%; with 100% employer match about $85,290 at 4% or $56,860 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 25 | $4,561,655 | $170,579 | $6,823iApproximate average salary by contribution assumption: employee only about $170,579 at 4% or $113,719 at 6%; with 50% employer match about $113,719 at 4% or $75,813 at 6%; with 100% employer match about $85,290 at 4% or $56,860 at 6%. |
| 2017 | 1 | 51 | $4,973,605 | $150,900 | $2,959iApproximate average salary by contribution assumption: employee only about $73,971 at 4% or $49,314 at 6%; with 50% employer match about $49,314 at 4% or $32,876 at 6%; with 100% employer match about $36,985 at 4% or $24,657 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 51 | $4,973,605 | $150,900 | $2,959iApproximate average salary by contribution assumption: employee only about $73,971 at 4% or $49,314 at 6%; with 50% employer match about $49,314 at 4% or $32,876 at 6%; with 100% employer match about $36,985 at 4% or $24,657 at 6%. |
| 2016 | 1 | 28 | $4,737,626 | $105,852 | $3,780iApproximate average salary by contribution assumption: employee only about $94,511 at 4% or $63,007 at 6%; with 50% employer match about $63,007 at 4% or $42,005 at 6%; with 100% employer match about $47,255 at 4% or $31,504 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 28 | $4,737,626 | $105,852 | $3,780iApproximate average salary by contribution assumption: employee only about $94,511 at 4% or $63,007 at 6%; with 50% employer match about $63,007 at 4% or $42,005 at 6%; with 100% employer match about $47,255 at 4% or $31,504 at 6%. |
| 2015 | 1 | 41 | $4,270,688 | $103,572 | $2,526iApproximate average salary by contribution assumption: employee only about $63,154 at 4% or $42,102 at 6%; with 50% employer match about $42,102 at 4% or $28,068 at 6%; with 100% employer match about $31,577 at 4% or $21,051 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 41 | $4,270,688 | $103,572 | $2,526iApproximate average salary by contribution assumption: employee only about $63,154 at 4% or $42,102 at 6%; with 50% employer match about $42,102 at 4% or $28,068 at 6%; with 100% employer match about $31,577 at 4% or $21,051 at 6%. |
| 2014 | 1 | 43 | $4,355,257 | $117,249 | $2,727iApproximate average salary by contribution assumption: employee only about $68,168 at 4% or $45,445 at 6%; with 50% employer match about $45,445 at 4% or $30,297 at 6%; with 100% employer match about $34,084 at 4% or $22,723 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 43 | $4,355,257 | $117,249 | $2,727iApproximate average salary by contribution assumption: employee only about $68,168 at 4% or $45,445 at 6%; with 50% employer match about $45,445 at 4% or $30,297 at 6%; with 100% employer match about $34,084 at 4% or $22,723 at 6%. |
| 2013 | 1 | 47 | $4,527,835 | $162,519 | $3,458iApproximate average salary by contribution assumption: employee only about $86,446 at 4% or $57,631 at 6%; with 50% employer match about $57,631 at 4% or $38,421 at 6%; with 100% employer match about $43,223 at 4% or $28,815 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 47 | $4,527,835 | $162,519 | $3,458iApproximate average salary by contribution assumption: employee only about $86,446 at 4% or $57,631 at 6%; with 50% employer match about $57,631 at 4% or $38,421 at 6%; with 100% employer match about $43,223 at 4% or $28,815 at 6%. |
| 2012 | 1 | 55 | $3,661,642 | $198,532 | $3,610iApproximate average salary by contribution assumption: employee only about $90,242 at 4% or $60,161 at 6%; with 50% employer match about $60,161 at 4% or $40,107 at 6%; with 100% employer match about $45,121 at 4% or $30,081 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 55 | $3,661,642 | $198,532 | $3,610iApproximate average salary by contribution assumption: employee only about $90,242 at 4% or $60,161 at 6%; with 50% employer match about $60,161 at 4% or $40,107 at 6%; with 100% employer match about $45,121 at 4% or $30,081 at 6%. |
| 2011 | 1 | 61 | $3,624,145 | $222,722 | $3,651iApproximate average salary by contribution assumption: employee only about $91,280 at 4% or $60,853 at 6%; with 50% employer match about $60,853 at 4% or $40,569 at 6%; with 100% employer match about $45,640 at 4% or $30,427 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 61 | $3,624,145 | $222,722 | $3,651iApproximate average salary by contribution assumption: employee only about $91,280 at 4% or $60,853 at 6%; with 50% employer match about $60,853 at 4% or $40,569 at 6%; with 100% employer match about $45,640 at 4% or $30,427 at 6%. |
| 2010 | 1 | 64 | $3,833,026 | $275,690 | $4,308iApproximate average salary by contribution assumption: employee only about $107,691 at 4% or $71,794 at 6%; with 50% employer match about $71,794 at 4% or $47,863 at 6%; with 100% employer match about $53,846 at 4% or $35,897 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 64 | $3,833,026 | $275,690 | $4,308iApproximate average salary by contribution assumption: employee only about $107,691 at 4% or $71,794 at 6%; with 50% employer match about $71,794 at 4% or $47,863 at 6%; with 100% employer match about $53,846 at 4% or $35,897 at 6%. |
| 2009 | 1 | 68 | $3,217,137 | $325,065 | $4,780iApproximate average salary by contribution assumption: employee only about $119,509 at 4% or $79,673 at 6%; with 50% employer match about $79,673 at 4% or $53,115 at 6%; with 100% employer match about $59,755 at 4% or $39,836 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 68 | $3,217,137 | $325,065 | $4,780iApproximate average salary by contribution assumption: employee only about $119,509 at 4% or $79,673 at 6%; with 50% employer match about $79,673 at 4% or $53,115 at 6%; with 100% employer match about $59,755 at 4% or $39,836 at 6%. |
| 2007 | 1 | 74 | $3,485,116 | $402,041 | $5,433iApproximate average salary by contribution assumption: employee only about $135,825 at 4% or $90,550 at 6%; with 50% employer match about $90,550 at 4% or $60,367 at 6%; with 100% employer match about $67,912 at 4% or $45,275 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 74 | $3,485,116 | $402,041 | $5,433iApproximate average salary by contribution assumption: employee only about $135,825 at 4% or $90,550 at 6%; with 50% employer match about $90,550 at 4% or $60,367 at 6%; with 100% employer match about $67,912 at 4% or $45,275 at 6%. |
| 2006 | 1 | 63 | $2,962,963 | $422,363 | $6,704iApproximate average salary by contribution assumption: employee only about $167,604 at 4% or $111,736 at 6%; with 50% employer match about $111,736 at 4% or $74,491 at 6%; with 100% employer match about $83,802 at 4% or $55,868 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 63 | $2,962,963 | $422,363 | $6,704iApproximate average salary by contribution assumption: employee only about $167,604 at 4% or $111,736 at 6%; with 50% employer match about $111,736 at 4% or $74,491 at 6%; with 100% employer match about $83,802 at 4% or $55,868 at 6%. |
| 2005 | 1 | 52 | $2,276,524 | $259,569 | $4,992iApproximate average salary by contribution assumption: employee only about $124,793 at 4% or $83,195 at 6%; with 50% employer match about $83,195 at 4% or $55,463 at 6%; with 100% employer match about $62,396 at 4% or $41,598 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 52 | $2,276,524 | $259,569 | $4,992iApproximate average salary by contribution assumption: employee only about $124,793 at 4% or $83,195 at 6%; with 50% employer match about $83,195 at 4% or $55,463 at 6%; with 100% employer match about $62,396 at 4% or $41,598 at 6%. |
| 2004 | 1 | 53 | $1,955,421 | $240,179 | $4,532iApproximate average salary by contribution assumption: employee only about $113,292 at 4% or $75,528 at 6%; with 50% employer match about $75,528 at 4% or $50,352 at 6%; with 100% employer match about $56,646 at 4% or $37,764 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 53 | $1,955,421 | $240,179 | $4,532iApproximate average salary by contribution assumption: employee only about $113,292 at 4% or $75,528 at 6%; with 50% employer match about $75,528 at 4% or $50,352 at 6%; with 100% employer match about $56,646 at 4% or $37,764 at 6%. |
| 2003 | 1 | 51 | $1,540,659 | $245,508 | $4,814iApproximate average salary by contribution assumption: employee only about $120,347 at 4% or $80,231 at 6%; with 50% employer match about $80,231 at 4% or $53,488 at 6%; with 100% employer match about $60,174 at 4% or $40,116 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 51 | $1,540,659 | $245,508 | $4,814iApproximate average salary by contribution assumption: employee only about $120,347 at 4% or $80,231 at 6%; with 50% employer match about $80,231 at 4% or $53,488 at 6%; with 100% employer match about $60,174 at 4% or $40,116 at 6%. |
| 2002 | 1 | 55 | $1,099,309 | $287,278 | $5,223iApproximate average salary by contribution assumption: employee only about $130,581 at 4% or $87,054 at 6%; with 50% employer match about $87,054 at 4% or $58,036 at 6%; with 100% employer match about $65,290 at 4% or $43,527 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 55 | $1,099,309 | $287,278 | $5,223iApproximate average salary by contribution assumption: employee only about $130,581 at 4% or $87,054 at 6%; with 50% employer match about $87,054 at 4% or $58,036 at 6%; with 100% employer match about $65,290 at 4% or $43,527 at 6%. |
| 2000 | 1 | 52 | $886,627 | $175,231 | $3,370iApproximate average salary by contribution assumption: employee only about $84,246 at 4% or $56,164 at 6%; with 50% employer match about $56,164 at 4% or $37,443 at 6%; with 100% employer match about $42,123 at 4% or $28,082 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 52 | $886,627 | $175,231 | $3,370iApproximate average salary by contribution assumption: employee only about $84,246 at 4% or $56,164 at 6%; with 50% employer match about $56,164 at 4% or $37,443 at 6%; with 100% employer match about $42,123 at 4% or $28,082 at 6%. |
| 1999 | 1 | 45 | $864,532 | $44,911 | $998iApproximate average salary by contribution assumption: employee only about $24,951 at 4% or $16,634 at 6%; with 50% employer match about $16,634 at 4% or $11,089 at 6%; with 100% employer match about $12,475 at 4% or $8,317 at 6%. |
| Engberg Anderson Inc. 401K Plan | - | 45 | $864,532 | $44,911 | $998iApproximate average salary by contribution assumption: employee only about $24,951 at 4% or $16,634 at 6%; with 50% employer match about $16,634 at 4% or $11,089 at 6%; with 100% employer match about $12,475 at 4% or $8,317 at 6%. |