Geraci & Associates Inc
Plan context: Geraci & Associates Inc Savings and Profit Sharing Plan
EIN 39-1672140 • Milwaukee, WI • 24 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$1,253,044
2024 Contributions
$13,662
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 | 1 | $1,253,044 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $1,253,044 | - | - |
| 2023 | 1 | 1 | $1,045,440 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $1,045,440 | - | - |
| 2022 | 1 | 1 | $836,594 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $836,594 | - | - |
| 2021 | 1 | 1 | $1,066,118 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $1,066,118 | - | - |
| 2020 | 1 | 1 | $913,538 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $913,538 | - | - |
| 2019 | 1 | 1 | $754,209 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $754,209 | - | - |
| 2018 | 1 | 1 | $612,965 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $612,965 | - | - |
| 2017 | 1 | 1 | $633,204 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $633,204 | - | - |
| 2016 | 1 | 0 | $545,928 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | - | $545,928 | - | - |
| 2015 | 1 | 0 | $517,648 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | - | $517,648 | - | - |
| 2014 | 1 | 0 | $508,915 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | - | $508,915 | - | - |
| 2013 | 1 | 1 | $464,064 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $464,064 | - | - |
| 2012 | 1 | 1 | $392,364 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 1 | $392,364 | - | - |
| 2011 | 1 | 2 | $358,870 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 2 | $358,870 | - | - |
| 2010 | 1 | 2 | $357,777 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 2 | $357,777 | - | - |
| 2009 | 1 | 4 | $385,195 | $13,662 | $3,416iApproximate average salary by contribution assumption: employee only about $85,388 at 4% or $56,925 at 6%; with 50% employer match about $56,925 at 4% or $37,950 at 6%; with 100% employer match about $42,694 at 4% or $28,463 at 6%. |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 4 | $385,195 | $13,662 | $3,416iApproximate average salary by contribution assumption: employee only about $85,388 at 4% or $56,925 at 6%; with 50% employer match about $56,925 at 4% or $37,950 at 6%; with 100% employer match about $42,694 at 4% or $28,463 at 6%. |
| 2008 | 1 | 4 | $290,923 | $13,793 | $3,448iApproximate average salary by contribution assumption: employee only about $86,206 at 4% or $57,471 at 6%; with 50% employer match about $57,471 at 4% or $38,314 at 6%; with 100% employer match about $43,103 at 4% or $28,735 at 6%. |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 4 | $290,923 | $13,793 | $3,448iApproximate average salary by contribution assumption: employee only about $86,206 at 4% or $57,471 at 6%; with 50% employer match about $57,471 at 4% or $38,314 at 6%; with 100% employer match about $43,103 at 4% or $28,735 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 8 | $388,859 | $11,955 | $1,494iApproximate average salary by contribution assumption: employee only about $37,359 at 4% or $24,906 at 6%; with 50% employer match about $24,906 at 4% or $16,604 at 6%; with 100% employer match about $18,680 at 4% or $12,453 at 6%. |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 8 | $388,859 | $11,955 | $1,494iApproximate average salary by contribution assumption: employee only about $37,359 at 4% or $24,906 at 6%; with 50% employer match about $24,906 at 4% or $16,604 at 6%; with 100% employer match about $18,680 at 4% or $12,453 at 6%. |
| 2005 | 1 | 5 | $345,556 | $11,723 | $2,345iApproximate average salary by contribution assumption: employee only about $58,615 at 4% or $39,077 at 6%; with 50% employer match about $39,077 at 4% or $26,051 at 6%; with 100% employer match about $29,308 at 4% or $19,538 at 6%. |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 5 | $345,556 | $11,723 | $2,345iApproximate average salary by contribution assumption: employee only about $58,615 at 4% or $39,077 at 6%; with 50% employer match about $39,077 at 4% or $26,051 at 6%; with 100% employer match about $29,308 at 4% or $19,538 at 6%. |
| 2004 | 1 | 5 | $316,118 | $13,447 | $2,689iApproximate average salary by contribution assumption: employee only about $67,235 at 4% or $44,823 at 6%; with 50% employer match about $44,823 at 4% or $29,882 at 6%; with 100% employer match about $33,618 at 4% or $22,412 at 6%. |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 5 | $316,118 | $13,447 | $2,689iApproximate average salary by contribution assumption: employee only about $67,235 at 4% or $44,823 at 6%; with 50% employer match about $44,823 at 4% or $29,882 at 6%; with 100% employer match about $33,618 at 4% or $22,412 at 6%. |
| 2003 | 1 | 5 | $347,870 | $31,828 | $6,366iApproximate average salary by contribution assumption: employee only about $159,140 at 4% or $106,093 at 6%; with 50% employer match about $106,093 at 4% or $70,729 at 6%; with 100% employer match about $79,570 at 4% or $53,047 at 6%. |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 5 | $347,870 | $31,828 | $6,366iApproximate average salary by contribution assumption: employee only about $159,140 at 4% or $106,093 at 6%; with 50% employer match about $106,093 at 4% or $70,729 at 6%; with 100% employer match about $79,570 at 4% or $53,047 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 1 | 7 | $308,313 | $42,601 | $6,086iApproximate average salary by contribution assumption: employee only about $152,146 at 4% or $101,431 at 6%; with 50% employer match about $101,431 at 4% or $67,621 at 6%; with 100% employer match about $76,073 at 4% or $50,715 at 6%. |
| Geraci & Associates Inc Savings and Profit Sharing Plan | - | 7 | $308,313 | $42,601 | $6,086iApproximate average salary by contribution assumption: employee only about $152,146 at 4% or $101,431 at 6%; with 50% employer match about $101,431 at 4% or $67,621 at 6%; with 100% employer match about $76,073 at 4% or $50,715 at 6%. |