Civic Intelligence

Torkelson Funeral Home

Plan context: Torkelson Funeral Home Safe Harbor 401(K) Plan

EIN 39-1676369 • Tomah, WI • 11 filings • 1 plans

2224 S Superior AveTomah, WI 54660
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$2,185,441

2024 Contributions

$211,226

Historical Graphs

Total Assets Over Time

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

$2,185,441$1,092,721$0201420192024YearValue
$2,185,441Latest year 2024

Participants Over Time

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

21110201420192024YearValue
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$2,185,441$211,226$10,561iApproximate average salary by contribution assumption: employee only about $264,033 at 4% or $176,022 at 6%; with 50% employer match about $176,022 at 4% or $117,348 at 6%; with 100% employer match about $132,016 at 4% or $88,011 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-20$2,185,441$211,226$10,561iApproximate average salary by contribution assumption: employee only about $264,033 at 4% or $176,022 at 6%; with 50% employer match about $176,022 at 4% or $117,348 at 6%; with 100% employer match about $132,016 at 4% or $88,011 at 6%.
2023121$1,766,978$165,117$7,863iApproximate average salary by contribution assumption: employee only about $196,568 at 4% or $131,045 at 6%; with 50% employer match about $131,045 at 4% or $87,363 at 6%; with 100% employer match about $98,284 at 4% or $65,523 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-21$1,766,978$165,117$7,863iApproximate average salary by contribution assumption: employee only about $196,568 at 4% or $131,045 at 6%; with 50% employer match about $131,045 at 4% or $87,363 at 6%; with 100% employer match about $98,284 at 4% or $65,523 at 6%.
2022121$1,391,221$163,305$7,776iApproximate average salary by contribution assumption: employee only about $194,411 at 4% or $129,607 at 6%; with 50% employer match about $129,607 at 4% or $86,405 at 6%; with 100% employer match about $97,205 at 4% or $64,804 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-21$1,391,221$163,305$7,776iApproximate average salary by contribution assumption: employee only about $194,411 at 4% or $129,607 at 6%; with 50% employer match about $129,607 at 4% or $86,405 at 6%; with 100% employer match about $97,205 at 4% or $64,804 at 6%.
2021117$1,617,934$143,215$8,424iApproximate average salary by contribution assumption: employee only about $210,610 at 4% or $140,407 at 6%; with 50% employer match about $140,407 at 4% or $93,605 at 6%; with 100% employer match about $105,305 at 4% or $70,203 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-17$1,617,934$143,215$8,424iApproximate average salary by contribution assumption: employee only about $210,610 at 4% or $140,407 at 6%; with 50% employer match about $140,407 at 4% or $93,605 at 6%; with 100% employer match about $105,305 at 4% or $70,203 at 6%.
2020115$1,343,065$121,893$8,126iApproximate average salary by contribution assumption: employee only about $203,155 at 4% or $135,437 at 6%; with 50% employer match about $135,437 at 4% or $90,291 at 6%; with 100% employer match about $101,578 at 4% or $67,718 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-15$1,343,065$121,893$8,126iApproximate average salary by contribution assumption: employee only about $203,155 at 4% or $135,437 at 6%; with 50% employer match about $135,437 at 4% or $90,291 at 6%; with 100% employer match about $101,578 at 4% or $67,718 at 6%.
2019114$942,939$123,817$8,844iApproximate average salary by contribution assumption: employee only about $221,102 at 4% or $147,401 at 6%; with 50% employer match about $147,401 at 4% or $98,267 at 6%; with 100% employer match about $110,551 at 4% or $73,701 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-14$942,939$123,817$8,844iApproximate average salary by contribution assumption: employee only about $221,102 at 4% or $147,401 at 6%; with 50% employer match about $147,401 at 4% or $98,267 at 6%; with 100% employer match about $110,551 at 4% or $73,701 at 6%.
2018114$665,879$94,384$6,742iApproximate average salary by contribution assumption: employee only about $168,543 at 4% or $112,362 at 6%; with 50% employer match about $112,362 at 4% or $74,908 at 6%; with 100% employer match about $84,271 at 4% or $56,181 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-14$665,879$94,384$6,742iApproximate average salary by contribution assumption: employee only about $168,543 at 4% or $112,362 at 6%; with 50% employer match about $112,362 at 4% or $74,908 at 6%; with 100% employer match about $84,271 at 4% or $56,181 at 6%.
2017116$649,310$99,363$6,210iApproximate average salary by contribution assumption: employee only about $155,255 at 4% or $103,503 at 6%; with 50% employer match about $103,503 at 4% or $69,002 at 6%; with 100% employer match about $77,627 at 4% or $51,752 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-16$649,310$99,363$6,210iApproximate average salary by contribution assumption: employee only about $155,255 at 4% or $103,503 at 6%; with 50% employer match about $103,503 at 4% or $69,002 at 6%; with 100% employer match about $77,627 at 4% or $51,752 at 6%.
2016113$463,607$62,753$4,827iApproximate average salary by contribution assumption: employee only about $120,679 at 4% or $80,453 at 6%; with 50% employer match about $80,453 at 4% or $53,635 at 6%; with 100% employer match about $60,339 at 4% or $40,226 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-13$463,607$62,753$4,827iApproximate average salary by contribution assumption: employee only about $120,679 at 4% or $80,453 at 6%; with 50% employer match about $80,453 at 4% or $53,635 at 6%; with 100% employer match about $60,339 at 4% or $40,226 at 6%.
2015113$408,511$80,287$6,176iApproximate average salary by contribution assumption: employee only about $154,398 at 4% or $102,932 at 6%; with 50% employer match about $102,932 at 4% or $68,621 at 6%; with 100% employer match about $77,199 at 4% or $51,466 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-13$408,511$80,287$6,176iApproximate average salary by contribution assumption: employee only about $154,398 at 4% or $102,932 at 6%; with 50% employer match about $102,932 at 4% or $68,621 at 6%; with 100% employer match about $77,199 at 4% or $51,466 at 6%.
2014112$332,890$322,170$26,848iApproximate average salary by contribution assumption: employee only about $671,188 at 4% or $447,458 at 6%; with 50% employer match about $447,458 at 4% or $298,306 at 6%; with 100% employer match about $335,594 at 4% or $223,729 at 6%.
Torkelson Funeral Home Safe Harbor 401(K) Plan-12$332,890$322,170$26,848iApproximate average salary by contribution assumption: employee only about $671,188 at 4% or $447,458 at 6%; with 50% employer match about $447,458 at 4% or $298,306 at 6%; with 100% employer match about $335,594 at 4% or $223,729 at 6%.