Civic Intelligence

Kersten & Mckinnon, S.C.

Plan context: Kersten & Mckinnon Sc Ps Plan & Trust

EIN 39-1618942 • Mequon, WI • 19 filings • 4 plans

Suite 104Mequon, WI 53092
Current Snapshot

Latest Year

2009

2009 Participants

6

2009 Assets

$3,869,876

2009 Contributions

$114,794

Historical Graphs

Total Assets Over Time

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

$4,228,594$2,114,297$0199920032008YearValue
$3,869,876Latest year 2008

Participants Over Time

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

840199920042008YearValue
6Latest year 2008

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
200910$0$0-
Kersten & Mckinnon Sc Ps Plan & Trust-----
200826$3,869,876$114,794$19,132iApproximate average salary by contribution assumption: employee only about $478,308 at 4% or $318,872 at 6%; with 50% employer match about $318,872 at 4% or $212,581 at 6%; with 100% employer match about $239,154 at 4% or $159,436 at 6%.
Kersten & Mckinnon Sc Ps Plan & Trust-6$2,556,484$114,794$19,132iApproximate average salary by contribution assumption: employee only about $478,308 at 4% or $318,872 at 6%; with 50% employer match about $318,872 at 4% or $212,581 at 6%; with 100% employer match about $239,154 at 4% or $159,436 at 6%.
KERSTEN & MCKINNON, S.C. CASH BALANCE PLAN-6$1,313,392--
200727$0$0-
Kersten & Mckinnon Sc Ps Plan & Trust-7---
KERSTEN & MCKINNON, S.C. CASH BALANCE PLAN-6---
200627$4,228,594$1,298,404$185,486iApproximate average salary by contribution assumption: employee only about $4,637,157 at 4% or $3,091,438 at 6%; with 50% employer match about $3,091,438 at 4% or $2,060,959 at 6%; with 100% employer match about $2,318,579 at 4% or $1,545,719 at 6%.
Kersten & Mckinnon Sc Ps Plan & Trust-7$3,171,793$452,404$64,629iApproximate average salary by contribution assumption: employee only about $1,615,729 at 4% or $1,077,152 at 6%; with 50% employer match about $1,077,152 at 4% or $718,102 at 6%; with 100% employer match about $807,864 at 4% or $538,576 at 6%.
KERSTEN & MCKINNON, S.C. CASH BALANCE PLAN-6$1,056,801$846,000$141,000iApproximate average salary by contribution assumption: employee only about $3,525,000 at 4% or $2,350,000 at 6%; with 50% employer match about $2,350,000 at 4% or $1,566,667 at 6%; with 100% employer match about $1,762,500 at 4% or $1,175,000 at 6%.
200527$2,729,996$266,958$38,137iApproximate average salary by contribution assumption: employee only about $953,421 at 4% or $635,614 at 6%; with 50% employer match about $635,614 at 4% or $423,743 at 6%; with 100% employer match about $476,711 at 4% or $317,807 at 6%.
Kersten & Mckinnon Sc Ps Plan & Trust-7$2,526,496$63,458$9,065iApproximate average salary by contribution assumption: employee only about $226,636 at 4% or $151,090 at 6%; with 50% employer match about $151,090 at 4% or $100,727 at 6%; with 100% employer match about $113,318 at 4% or $75,545 at 6%.
KERSTEN & MCKINNON, S.C. CASH BALANCE PLAN-6$203,500$203,500$33,917iApproximate average salary by contribution assumption: employee only about $847,917 at 4% or $565,278 at 6%; with 50% employer match about $565,278 at 4% or $376,852 at 6%; with 100% employer match about $423,958 at 4% or $282,639 at 6%.
200416$2,440,340$713,672$118,945iApproximate average salary by contribution assumption: employee only about $2,973,633 at 4% or $1,982,422 at 6%; with 50% employer match about $1,982,422 at 4% or $1,321,615 at 6%; with 100% employer match about $1,486,817 at 4% or $991,211 at 6%.
Kersten & Mckinnon Sc Ps Plan & Trust-6$2,440,340$713,672$118,945iApproximate average salary by contribution assumption: employee only about $2,973,633 at 4% or $1,982,422 at 6%; with 50% employer match about $1,982,422 at 4% or $1,321,615 at 6%; with 100% employer match about $1,486,817 at 4% or $991,211 at 6%.
200326$1,681,327$8,142$1,357iApproximate average salary by contribution assumption: employee only about $33,925 at 4% or $22,617 at 6%; with 50% employer match about $22,617 at 4% or $15,078 at 6%; with 100% employer match about $16,963 at 4% or $11,308 at 6%.
Kersten & Mckinnon Sc Ps Plan & Trust-6$1,681,327$8,142$1,357iApproximate average salary by contribution assumption: employee only about $33,925 at 4% or $22,617 at 6%; with 50% employer match about $22,617 at 4% or $15,078 at 6%; with 100% employer match about $16,963 at 4% or $11,308 at 6%.
Kersten & Mckinnon, S.C. Defined Benefit Plan-0---
200227$1,027,079$0-
Kersten & Mckinnon, S.C. Defined Benefit Plan-3$1,027,079--
Kersten & Mckinnon Sc Ps Plan & Trust-7---
200127$3,023,770$889,355$127,051iApproximate average salary by contribution assumption: employee only about $3,176,268 at 4% or $2,117,512 at 6%; with 50% employer match about $2,117,512 at 4% or $1,411,675 at 6%; with 100% employer match about $1,588,134 at 4% or $1,058,756 at 6%.
Kersten & Mckinnon, S.C. Defined Benefit Plan-7$3,023,770$889,355$127,051iApproximate average salary by contribution assumption: employee only about $3,176,268 at 4% or $2,117,512 at 6%; with 50% employer match about $2,117,512 at 4% or $1,411,675 at 6%; with 100% employer match about $1,588,134 at 4% or $1,058,756 at 6%.
Kersten & Mckinnon Sc Ps Plan & Trust-7---
200028$3,363,690$532,919$66,615iApproximate average salary by contribution assumption: employee only about $1,665,372 at 4% or $1,110,248 at 6%; with 50% employer match about $1,110,248 at 4% or $740,165 at 6%; with 100% employer match about $832,686 at 4% or $555,124 at 6%.
Kersten & Mckinnon, S.C. Defined Benefit Plan-8$2,001,177$532,919$66,615iApproximate average salary by contribution assumption: employee only about $1,665,372 at 4% or $1,110,248 at 6%; with 50% employer match about $1,110,248 at 4% or $740,165 at 6%; with 100% employer match about $832,686 at 4% or $555,124 at 6%.
Kersten & Mckinnon Sc Ps Plan & Trust-8$1,362,513--
199917$1,360,532$421,857$60,265iApproximate average salary by contribution assumption: employee only about $1,506,632 at 4% or $1,004,421 at 6%; with 50% employer match about $1,004,421 at 4% or $669,614 at 6%; with 100% employer match about $753,316 at 4% or $502,211 at 6%.
Kersten & Mckinnon, S.C. Defined Benefit Plan-7$1,360,532$421,857$60,265iApproximate average salary by contribution assumption: employee only about $1,506,632 at 4% or $1,004,421 at 6%; with 50% employer match about $1,004,421 at 4% or $669,614 at 6%; with 100% employer match about $753,316 at 4% or $502,211 at 6%.