Civic Intelligence

Mclario, Helm, Bertling & Spiegel, S.C.

Plan context: Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan

EIN 39-1652933 • Menomonee Falls, WI • 25 filings • 4 plans

N88 W16783 Main StreetMenomonee Falls, WI 53051
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$892,152

2024 Contributions

$69,424

Historical Graphs

Total Assets Over Time

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

$1,102,413$551,207$0200020132024YearValue
$892,152Latest year 2024

Participants Over Time

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

1580200020122024YearValue
11Latest 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
2024111$892,152$69,424$6,311iApproximate average salary by contribution assumption: employee only about $157,782 at 4% or $105,188 at 6%; with 50% employer match about $105,188 at 4% or $70,125 at 6%; with 100% employer match about $78,891 at 4% or $52,594 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-11$892,152$69,424$6,311iApproximate average salary by contribution assumption: employee only about $157,782 at 4% or $105,188 at 6%; with 50% employer match about $105,188 at 4% or $70,125 at 6%; with 100% employer match about $78,891 at 4% or $52,594 at 6%.
2023112$857,226$98,246$8,187iApproximate average salary by contribution assumption: employee only about $204,679 at 4% or $136,453 at 6%; with 50% employer match about $136,453 at 4% or $90,969 at 6%; with 100% employer match about $102,340 at 4% or $68,226 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-12$857,226$98,246$8,187iApproximate average salary by contribution assumption: employee only about $204,679 at 4% or $136,453 at 6%; with 50% employer match about $136,453 at 4% or $90,969 at 6%; with 100% employer match about $102,340 at 4% or $68,226 at 6%.
2022112$662,213$91,363$7,614iApproximate average salary by contribution assumption: employee only about $190,340 at 4% or $126,893 at 6%; with 50% employer match about $126,893 at 4% or $84,595 at 6%; with 100% employer match about $95,170 at 4% or $63,447 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-12$662,213$91,363$7,614iApproximate average salary by contribution assumption: employee only about $190,340 at 4% or $126,893 at 6%; with 50% employer match about $126,893 at 4% or $84,595 at 6%; with 100% employer match about $95,170 at 4% or $63,447 at 6%.
2021112$839,853$120,228$10,019iApproximate average salary by contribution assumption: employee only about $250,475 at 4% or $166,983 at 6%; with 50% employer match about $166,983 at 4% or $111,322 at 6%; with 100% employer match about $125,238 at 4% or $83,492 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-12$839,853$120,228$10,019iApproximate average salary by contribution assumption: employee only about $250,475 at 4% or $166,983 at 6%; with 50% employer match about $166,983 at 4% or $111,322 at 6%; with 100% employer match about $125,238 at 4% or $83,492 at 6%.
2020113$630,354$124,181$9,552iApproximate average salary by contribution assumption: employee only about $238,810 at 4% or $159,206 at 6%; with 50% employer match about $159,206 at 4% or $106,138 at 6%; with 100% employer match about $119,405 at 4% or $79,603 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-13$630,354$124,181$9,552iApproximate average salary by contribution assumption: employee only about $238,810 at 4% or $159,206 at 6%; with 50% employer match about $159,206 at 4% or $106,138 at 6%; with 100% employer match about $119,405 at 4% or $79,603 at 6%.
201919$422,964$109,204$12,134iApproximate average salary by contribution assumption: employee only about $303,344 at 4% or $202,230 at 6%; with 50% employer match about $202,230 at 4% or $134,820 at 6%; with 100% employer match about $151,672 at 4% or $101,115 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-9$422,964$109,204$12,134iApproximate average salary by contribution assumption: employee only about $303,344 at 4% or $202,230 at 6%; with 50% employer match about $202,230 at 4% or $134,820 at 6%; with 100% employer match about $151,672 at 4% or $101,115 at 6%.
2018110$284,568$59,454$5,945iApproximate average salary by contribution assumption: employee only about $148,635 at 4% or $99,090 at 6%; with 50% employer match about $99,090 at 4% or $66,060 at 6%; with 100% employer match about $74,318 at 4% or $49,545 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-10$284,568$59,454$5,945iApproximate average salary by contribution assumption: employee only about $148,635 at 4% or $99,090 at 6%; with 50% employer match about $99,090 at 4% or $66,060 at 6%; with 100% employer match about $74,318 at 4% or $49,545 at 6%.
2017111$563,635$90,603$8,237iApproximate average salary by contribution assumption: employee only about $205,916 at 4% or $137,277 at 6%; with 50% employer match about $137,277 at 4% or $91,518 at 6%; with 100% employer match about $102,958 at 4% or $68,639 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-11$563,635$90,603$8,237iApproximate average salary by contribution assumption: employee only about $205,916 at 4% or $137,277 at 6%; with 50% employer match about $137,277 at 4% or $91,518 at 6%; with 100% employer match about $102,958 at 4% or $68,639 at 6%.
201618$425,453$85,214$10,652iApproximate average salary by contribution assumption: employee only about $266,294 at 4% or $177,529 at 6%; with 50% employer match about $177,529 at 4% or $118,353 at 6%; with 100% employer match about $133,147 at 4% or $88,765 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-8$425,453$85,214$10,652iApproximate average salary by contribution assumption: employee only about $266,294 at 4% or $177,529 at 6%; with 50% employer match about $177,529 at 4% or $118,353 at 6%; with 100% employer match about $133,147 at 4% or $88,765 at 6%.
2015110$641,476$101,495$10,150iApproximate average salary by contribution assumption: employee only about $253,738 at 4% or $169,158 at 6%; with 50% employer match about $169,158 at 4% or $112,772 at 6%; with 100% employer match about $126,869 at 4% or $84,579 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-10$641,476$101,495$10,150iApproximate average salary by contribution assumption: employee only about $253,738 at 4% or $169,158 at 6%; with 50% employer match about $169,158 at 4% or $112,772 at 6%; with 100% employer match about $126,869 at 4% or $84,579 at 6%.
2014111$1,102,413$134,936$12,267iApproximate average salary by contribution assumption: employee only about $306,673 at 4% or $204,448 at 6%; with 50% employer match about $204,448 at 4% or $136,299 at 6%; with 100% employer match about $153,336 at 4% or $102,224 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-11$1,102,413$134,936$12,267iApproximate average salary by contribution assumption: employee only about $306,673 at 4% or $204,448 at 6%; with 50% employer match about $204,448 at 4% or $136,299 at 6%; with 100% employer match about $153,336 at 4% or $102,224 at 6%.
2013110$986,055$102,876$10,288iApproximate average salary by contribution assumption: employee only about $257,190 at 4% or $171,460 at 6%; with 50% employer match about $171,460 at 4% or $114,307 at 6%; with 100% employer match about $128,595 at 4% or $85,730 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-10$986,055$102,876$10,288iApproximate average salary by contribution assumption: employee only about $257,190 at 4% or $171,460 at 6%; with 50% employer match about $171,460 at 4% or $114,307 at 6%; with 100% employer match about $128,595 at 4% or $85,730 at 6%.
2012110$1,023,929$119,679$11,968iApproximate average salary by contribution assumption: employee only about $299,198 at 4% or $199,465 at 6%; with 50% employer match about $199,465 at 4% or $132,977 at 6%; with 100% employer match about $149,599 at 4% or $99,733 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-10$1,023,929$119,679$11,968iApproximate average salary by contribution assumption: employee only about $299,198 at 4% or $199,465 at 6%; with 50% employer match about $199,465 at 4% or $132,977 at 6%; with 100% employer match about $149,599 at 4% or $99,733 at 6%.
2011110$828,979$159,063$15,906iApproximate average salary by contribution assumption: employee only about $397,658 at 4% or $265,105 at 6%; with 50% employer match about $265,105 at 4% or $176,737 at 6%; with 100% employer match about $198,829 at 4% or $132,553 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-10$828,979$159,063$15,906iApproximate average salary by contribution assumption: employee only about $397,658 at 4% or $265,105 at 6%; with 50% employer match about $265,105 at 4% or $176,737 at 6%; with 100% employer match about $198,829 at 4% or $132,553 at 6%.
201019$709,203$90,137$10,015iApproximate average salary by contribution assumption: employee only about $250,381 at 4% or $166,920 at 6%; with 50% employer match about $166,920 at 4% or $111,280 at 6%; with 100% employer match about $125,190 at 4% or $83,460 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-9$709,203$90,137$10,015iApproximate average salary by contribution assumption: employee only about $250,381 at 4% or $166,920 at 6%; with 50% employer match about $166,920 at 4% or $111,280 at 6%; with 100% employer match about $125,190 at 4% or $83,460 at 6%.
200919$583,779$66,010$7,334iApproximate average salary by contribution assumption: employee only about $183,361 at 4% or $122,241 at 6%; with 50% employer match about $122,241 at 4% or $81,494 at 6%; with 100% employer match about $91,681 at 4% or $61,120 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-9$583,779$66,010$7,334iApproximate average salary by contribution assumption: employee only about $183,361 at 4% or $122,241 at 6%; with 50% employer match about $122,241 at 4% or $81,494 at 6%; with 100% employer match about $91,681 at 4% or $61,120 at 6%.
2008111$470,577$65,256$5,932iApproximate average salary by contribution assumption: employee only about $148,309 at 4% or $98,873 at 6%; with 50% employer match about $98,873 at 4% or $65,915 at 6%; with 100% employer match about $74,155 at 4% or $49,436 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-11$470,577$65,256$5,932iApproximate average salary by contribution assumption: employee only about $148,309 at 4% or $98,873 at 6%; with 50% employer match about $98,873 at 4% or $65,915 at 6%; with 100% employer match about $74,155 at 4% or $49,436 at 6%.
2007113$743,615$92,581$7,122iApproximate average salary by contribution assumption: employee only about $178,040 at 4% or $118,694 at 6%; with 50% employer match about $118,694 at 4% or $79,129 at 6%; with 100% employer match about $89,020 at 4% or $59,347 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-13$743,615$92,581$7,122iApproximate average salary by contribution assumption: employee only about $178,040 at 4% or $118,694 at 6%; with 50% employer match about $118,694 at 4% or $79,129 at 6%; with 100% employer match about $89,020 at 4% or $59,347 at 6%.
2006114$562,185$63,564$4,540iApproximate average salary by contribution assumption: employee only about $113,507 at 4% or $75,671 at 6%; with 50% employer match about $75,671 at 4% or $50,448 at 6%; with 100% employer match about $56,754 at 4% or $37,836 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-14$562,185$63,564$4,540iApproximate average salary by contribution assumption: employee only about $113,507 at 4% or $75,671 at 6%; with 50% employer match about $75,671 at 4% or $50,448 at 6%; with 100% employer match about $56,754 at 4% or $37,836 at 6%.
2005113$463,750$125,267$9,636iApproximate average salary by contribution assumption: employee only about $240,898 at 4% or $160,599 at 6%; with 50% employer match about $160,599 at 4% or $107,066 at 6%; with 100% employer match about $120,449 at 4% or $80,299 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-13$463,750$125,267$9,636iApproximate average salary by contribution assumption: employee only about $240,898 at 4% or $160,599 at 6%; with 50% employer match about $160,599 at 4% or $107,066 at 6%; with 100% employer match about $120,449 at 4% or $80,299 at 6%.
2004115$330,931$70,584$4,706iApproximate average salary by contribution assumption: employee only about $117,640 at 4% or $78,427 at 6%; with 50% employer match about $78,427 at 4% or $52,284 at 6%; with 100% employer match about $58,820 at 4% or $39,213 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-15$330,931$70,584$4,706iApproximate average salary by contribution assumption: employee only about $117,640 at 4% or $78,427 at 6%; with 50% employer match about $78,427 at 4% or $52,284 at 6%; with 100% employer match about $58,820 at 4% or $39,213 at 6%.
2003113$290,022$86,390$6,645iApproximate average salary by contribution assumption: employee only about $166,135 at 4% or $110,756 at 6%; with 50% employer match about $110,756 at 4% or $73,838 at 6%; with 100% employer match about $83,067 at 4% or $55,378 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-13$290,022$86,390$6,645iApproximate average salary by contribution assumption: employee only about $166,135 at 4% or $110,756 at 6%; with 50% employer match about $110,756 at 4% or $73,838 at 6%; with 100% employer match about $83,067 at 4% or $55,378 at 6%.
2002114$158,670$66,192$4,728iApproximate average salary by contribution assumption: employee only about $118,200 at 4% or $78,800 at 6%; with 50% employer match about $78,800 at 4% or $52,533 at 6%; with 100% employer match about $59,100 at 4% or $39,400 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-14$158,670$66,192$4,728iApproximate average salary by contribution assumption: employee only about $118,200 at 4% or $78,800 at 6%; with 50% employer match about $78,800 at 4% or $52,533 at 6%; with 100% employer match about $59,100 at 4% or $39,400 at 6%.
2001112$0$0-
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-12---
2000114$52,367$64,917$4,637iApproximate average salary by contribution assumption: employee only about $115,923 at 4% or $77,282 at 6%; with 50% employer match about $77,282 at 4% or $51,521 at 6%; with 100% employer match about $57,962 at 4% or $38,641 at 6%.
Mclario, Helm, Bertling & Spiegel, S.C. 401(K) Plan-14$52,367$64,917$4,637iApproximate average salary by contribution assumption: employee only about $115,923 at 4% or $77,282 at 6%; with 50% employer match about $77,282 at 4% or $51,521 at 6%; with 100% employer match about $57,962 at 4% or $38,641 at 6%.