Civic Intelligence

Engelson and Associates Ltd

Plan context: Engelson and Associates Retirement Plan

EIN 39-1625814 • Lacrosse, WI • 26 filings • 6 plans

3317 Mormon Coulee RoadLacrosse, WI 54601
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$4,510,931

2024 Contributions

$197,981

Historical Graphs

Total Assets Over Time

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

$4,510,931$2,255,466$0199920122024YearValue
$4,510,931Latest year 2024

Participants Over Time

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

20100199920122024YearValue
20Latest 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
2024120$4,510,931$197,981$9,899iApproximate average salary by contribution assumption: employee only about $247,476 at 4% or $164,984 at 6%; with 50% employer match about $164,984 at 4% or $109,989 at 6%; with 100% employer match about $123,738 at 4% or $82,492 at 6%.
Engelson and Associates Retirement Plan-20$4,510,931$197,981$9,899iApproximate average salary by contribution assumption: employee only about $247,476 at 4% or $164,984 at 6%; with 50% employer match about $164,984 at 4% or $109,989 at 6%; with 100% employer match about $123,738 at 4% or $82,492 at 6%.
2023120$3,943,187$872,290$43,615iApproximate average salary by contribution assumption: employee only about $1,090,363 at 4% or $726,908 at 6%; with 50% employer match about $726,908 at 4% or $484,606 at 6%; with 100% employer match about $545,181 at 4% or $363,454 at 6%.
Engelson and Associates Retirement Plan-20$3,943,187$872,290$43,615iApproximate average salary by contribution assumption: employee only about $1,090,363 at 4% or $726,908 at 6%; with 50% employer match about $726,908 at 4% or $484,606 at 6%; with 100% employer match about $545,181 at 4% or $363,454 at 6%.
2022119$2,654,850$159,168$8,377iApproximate average salary by contribution assumption: employee only about $209,432 at 4% or $139,621 at 6%; with 50% employer match about $139,621 at 4% or $93,081 at 6%; with 100% employer match about $104,716 at 4% or $69,811 at 6%.
Engelson and Associates Retirement Plan-19$2,654,850$159,168$8,377iApproximate average salary by contribution assumption: employee only about $209,432 at 4% or $139,621 at 6%; with 50% employer match about $139,621 at 4% or $93,081 at 6%; with 100% employer match about $104,716 at 4% or $69,811 at 6%.
2021119$3,028,271$312,992$16,473iApproximate average salary by contribution assumption: employee only about $411,832 at 4% or $274,554 at 6%; with 50% employer match about $274,554 at 4% or $183,036 at 6%; with 100% employer match about $205,916 at 4% or $137,277 at 6%.
Engelson and Associates Retirement Plan-19$3,028,271$312,992$16,473iApproximate average salary by contribution assumption: employee only about $411,832 at 4% or $274,554 at 6%; with 50% employer match about $274,554 at 4% or $183,036 at 6%; with 100% employer match about $205,916 at 4% or $137,277 at 6%.
2020118$2,485,847$132,386$7,355iApproximate average salary by contribution assumption: employee only about $183,869 at 4% or $122,580 at 6%; with 50% employer match about $122,580 at 4% or $81,720 at 6%; with 100% employer match about $91,935 at 4% or $61,290 at 6%.
Engelson and Associates Retirement Plan-18$2,485,847$132,386$7,355iApproximate average salary by contribution assumption: employee only about $183,869 at 4% or $122,580 at 6%; with 50% employer match about $122,580 at 4% or $81,720 at 6%; with 100% employer match about $91,935 at 4% or $61,290 at 6%.
2019114$2,053,670$114,039$8,146iApproximate average salary by contribution assumption: employee only about $203,641 at 4% or $135,761 at 6%; with 50% employer match about $135,761 at 4% or $90,507 at 6%; with 100% employer match about $101,821 at 4% or $67,880 at 6%.
Engelson and Associates Retirement Plan-14$2,053,670$114,039$8,146iApproximate average salary by contribution assumption: employee only about $203,641 at 4% or $135,761 at 6%; with 50% employer match about $135,761 at 4% or $90,507 at 6%; with 100% employer match about $101,821 at 4% or $67,880 at 6%.
2018114$2,136,328$142,206$10,158iApproximate average salary by contribution assumption: employee only about $253,939 at 4% or $169,293 at 6%; with 50% employer match about $169,293 at 4% or $112,862 at 6%; with 100% employer match about $126,970 at 4% or $84,646 at 6%.
Engelson and Associates Retirement Plan-14$2,136,328$142,206$10,158iApproximate average salary by contribution assumption: employee only about $253,939 at 4% or $169,293 at 6%; with 50% employer match about $169,293 at 4% or $112,862 at 6%; with 100% employer match about $126,970 at 4% or $84,646 at 6%.
2017115$2,181,897$142,517$9,501iApproximate average salary by contribution assumption: employee only about $237,528 at 4% or $158,352 at 6%; with 50% employer match about $158,352 at 4% or $105,568 at 6%; with 100% employer match about $118,764 at 4% or $79,176 at 6%.
Engelson and Associates Retirement Plan-15$2,181,897$142,517$9,501iApproximate average salary by contribution assumption: employee only about $237,528 at 4% or $158,352 at 6%; with 50% employer match about $158,352 at 4% or $105,568 at 6%; with 100% employer match about $118,764 at 4% or $79,176 at 6%.
2016117$1,888,516$137,786$8,105iApproximate average salary by contribution assumption: employee only about $202,626 at 4% or $135,084 at 6%; with 50% employer match about $135,084 at 4% or $90,056 at 6%; with 100% employer match about $101,313 at 4% or $67,542 at 6%.
Engelson and Associates Retirement Plan-17$1,888,516$137,786$8,105iApproximate average salary by contribution assumption: employee only about $202,626 at 4% or $135,084 at 6%; with 50% employer match about $135,084 at 4% or $90,056 at 6%; with 100% employer match about $101,313 at 4% or $67,542 at 6%.
2015117$1,681,715$137,478$8,087iApproximate average salary by contribution assumption: employee only about $202,174 at 4% or $134,782 at 6%; with 50% employer match about $134,782 at 4% or $89,855 at 6%; with 100% employer match about $101,087 at 4% or $67,391 at 6%.
Engelson and Associates Retirement Plan-17$1,681,715$137,478$8,087iApproximate average salary by contribution assumption: employee only about $202,174 at 4% or $134,782 at 6%; with 50% employer match about $134,782 at 4% or $89,855 at 6%; with 100% employer match about $101,087 at 4% or $67,391 at 6%.
2014116$1,626,459$132,127$8,258iApproximate average salary by contribution assumption: employee only about $206,448 at 4% or $137,632 at 6%; with 50% employer match about $137,632 at 4% or $91,755 at 6%; with 100% employer match about $103,224 at 4% or $68,816 at 6%.
Engelson and Associates Retirement Plan-16$1,626,459$132,127$8,258iApproximate average salary by contribution assumption: employee only about $206,448 at 4% or $137,632 at 6%; with 50% employer match about $137,632 at 4% or $91,755 at 6%; with 100% employer match about $103,224 at 4% or $68,816 at 6%.
2013118$1,545,566$120,639$6,702iApproximate average salary by contribution assumption: employee only about $167,554 at 4% or $111,703 at 6%; with 50% employer match about $111,703 at 4% or $74,469 at 6%; with 100% employer match about $83,777 at 4% or $55,851 at 6%.
Engelson and Associates Retirement Plan-18$1,545,566$120,639$6,702iApproximate average salary by contribution assumption: employee only about $167,554 at 4% or $111,703 at 6%; with 50% employer match about $111,703 at 4% or $74,469 at 6%; with 100% employer match about $83,777 at 4% or $55,851 at 6%.
2012116$1,267,331$123,392$7,712iApproximate average salary by contribution assumption: employee only about $192,800 at 4% or $128,533 at 6%; with 50% employer match about $128,533 at 4% or $85,689 at 6%; with 100% employer match about $96,400 at 4% or $64,267 at 6%.
Engelson and Associates Retirement Plan-16$1,267,331$123,392$7,712iApproximate average salary by contribution assumption: employee only about $192,800 at 4% or $128,533 at 6%; with 50% employer match about $128,533 at 4% or $85,689 at 6%; with 100% employer match about $96,400 at 4% or $64,267 at 6%.
2011116$1,126,538$107,171$6,698iApproximate average salary by contribution assumption: employee only about $167,455 at 4% or $111,636 at 6%; with 50% employer match about $111,636 at 4% or $74,424 at 6%; with 100% employer match about $83,727 at 4% or $55,818 at 6%.
Engelson and Associates Retirement Plan-16$1,126,538$107,171$6,698iApproximate average salary by contribution assumption: employee only about $167,455 at 4% or $111,636 at 6%; with 50% employer match about $111,636 at 4% or $74,424 at 6%; with 100% employer match about $83,727 at 4% or $55,818 at 6%.
2010117$1,127,971$109,440$6,438iApproximate average salary by contribution assumption: employee only about $160,941 at 4% or $107,294 at 6%; with 50% employer match about $107,294 at 4% or $71,529 at 6%; with 100% employer match about $80,471 at 4% or $53,647 at 6%.
Engelson and Associates Retirement Plan-17$1,127,971$109,440$6,438iApproximate average salary by contribution assumption: employee only about $160,941 at 4% or $107,294 at 6%; with 50% employer match about $107,294 at 4% or $71,529 at 6%; with 100% employer match about $80,471 at 4% or $53,647 at 6%.
2009119$883,718$101,817$5,359iApproximate average salary by contribution assumption: employee only about $133,970 at 4% or $89,313 at 6%; with 50% employer match about $89,313 at 4% or $59,542 at 6%; with 100% employer match about $66,985 at 4% or $44,657 at 6%.
Engelson and Associates Retirement Plan-19$883,718$101,817$5,359iApproximate average salary by contribution assumption: employee only about $133,970 at 4% or $89,313 at 6%; with 50% employer match about $89,313 at 4% or $59,542 at 6%; with 100% employer match about $66,985 at 4% or $44,657 at 6%.
2008118$596,335$90,520$5,029iApproximate average salary by contribution assumption: employee only about $125,722 at 4% or $83,815 at 6%; with 50% employer match about $83,815 at 4% or $55,877 at 6%; with 100% employer match about $62,861 at 4% or $41,907 at 6%.
Engelson and Associates Retirement Plan-18$596,335$90,520$5,029iApproximate average salary by contribution assumption: employee only about $125,722 at 4% or $83,815 at 6%; with 50% employer match about $83,815 at 4% or $55,877 at 6%; with 100% employer match about $62,861 at 4% or $41,907 at 6%.
2007117$771,558$88,448$5,203iApproximate average salary by contribution assumption: employee only about $130,071 at 4% or $86,714 at 6%; with 50% employer match about $86,714 at 4% or $57,809 at 6%; with 100% employer match about $65,035 at 4% or $43,357 at 6%.
Engelson and Associates Retirement Plan-17$771,558$88,448$5,203iApproximate average salary by contribution assumption: employee only about $130,071 at 4% or $86,714 at 6%; with 50% employer match about $86,714 at 4% or $57,809 at 6%; with 100% employer match about $65,035 at 4% or $43,357 at 6%.
2006115$655,777$85,012$5,667iApproximate average salary by contribution assumption: employee only about $141,687 at 4% or $94,458 at 6%; with 50% employer match about $94,458 at 4% or $62,972 at 6%; with 100% employer match about $70,843 at 4% or $47,229 at 6%.
Engelson and Associates Retirement Plan-15$655,777$85,012$5,667iApproximate average salary by contribution assumption: employee only about $141,687 at 4% or $94,458 at 6%; with 50% employer match about $94,458 at 4% or $62,972 at 6%; with 100% employer match about $70,843 at 4% or $47,229 at 6%.
2005113$500,779$84,905$6,531iApproximate average salary by contribution assumption: employee only about $163,279 at 4% or $108,853 at 6%; with 50% employer match about $108,853 at 4% or $72,568 at 6%; with 100% employer match about $81,639 at 4% or $54,426 at 6%.
Engelson and Associates Retirement Plan-13$500,779$84,905$6,531iApproximate average salary by contribution assumption: employee only about $163,279 at 4% or $108,853 at 6%; with 50% employer match about $108,853 at 4% or $72,568 at 6%; with 100% employer match about $81,639 at 4% or $54,426 at 6%.
2004112$420,070$77,008$6,417iApproximate average salary by contribution assumption: employee only about $160,433 at 4% or $106,956 at 6%; with 50% employer match about $106,956 at 4% or $71,304 at 6%; with 100% employer match about $80,217 at 4% or $53,478 at 6%.
Engelson and Associates Retirement Plan-12$420,070$77,008$6,417iApproximate average salary by contribution assumption: employee only about $160,433 at 4% or $106,956 at 6%; with 50% employer match about $106,956 at 4% or $71,304 at 6%; with 100% employer match about $80,217 at 4% or $53,478 at 6%.
2003110$308,046$70,868$7,087iApproximate average salary by contribution assumption: employee only about $177,170 at 4% or $118,113 at 6%; with 50% employer match about $118,113 at 4% or $78,742 at 6%; with 100% employer match about $88,585 at 4% or $59,057 at 6%.
Engelson and Associates Retirement Plan-10$308,046$70,868$7,087iApproximate average salary by contribution assumption: employee only about $177,170 at 4% or $118,113 at 6%; with 50% employer match about $118,113 at 4% or $78,742 at 6%; with 100% employer match about $88,585 at 4% or $59,057 at 6%.
2002110$205,928$65,385$6,539iApproximate average salary by contribution assumption: employee only about $163,463 at 4% or $108,975 at 6%; with 50% employer match about $108,975 at 4% or $72,650 at 6%; with 100% employer match about $81,731 at 4% or $54,488 at 6%.
Engelson and Associates Retirement Plan-10$205,928$65,385$6,539iApproximate average salary by contribution assumption: employee only about $163,463 at 4% or $108,975 at 6%; with 50% employer match about $108,975 at 4% or $72,650 at 6%; with 100% employer match about $81,731 at 4% or $54,488 at 6%.
2001113$0$0-
Engelson and Associates Retirement Plan-13---
2000111$159,426$49,135$4,467iApproximate average salary by contribution assumption: employee only about $111,670 at 4% or $74,447 at 6%; with 50% employer match about $74,447 at 4% or $49,631 at 6%; with 100% employer match about $55,835 at 4% or $37,223 at 6%.
Engelson and Associates Retirement Plan-11$159,426$49,135$4,467iApproximate average salary by contribution assumption: employee only about $111,670 at 4% or $74,447 at 6%; with 50% employer match about $74,447 at 4% or $49,631 at 6%; with 100% employer match about $55,835 at 4% or $37,223 at 6%.
1999113$149,294$44,674$3,436iApproximate average salary by contribution assumption: employee only about $85,912 at 4% or $57,274 at 6%; with 50% employer match about $57,274 at 4% or $38,183 at 6%; with 100% employer match about $42,956 at 4% or $28,637 at 6%.
Engelson and Associates Retirement Plan-13$149,294$44,674$3,436iApproximate average salary by contribution assumption: employee only about $85,912 at 4% or $57,274 at 6%; with 50% employer match about $57,274 at 4% or $38,183 at 6%; with 100% employer match about $42,956 at 4% or $28,637 at 6%.