Civic Intelligence

Storm, Balgeman & Miller

Plan context: Storm, Balgeman & Miller 401K Plan

EIN 39-1686896 • Wauwatosa, WI • 27 filings • 5 plans

1011 N. Mayfair Road, Suite 200Wauwatosa, WI 53226
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$3,139,628

2025 Contributions

$211,989

Historical Graphs

Total Assets Over Time

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

$3,139,628$1,569,814$0200020142025YearValue
$3,139,628Latest year 2025

Participants Over Time

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

23120199920122025YearValue
16Latest year 2025

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
2025116$3,139,628$211,989$13,249iApproximate average salary by contribution assumption: employee only about $331,233 at 4% or $220,822 at 6%; with 50% employer match about $220,822 at 4% or $147,215 at 6%; with 100% employer match about $165,616 at 4% or $110,411 at 6%.
Storm, Balgeman & Miller 401K Plan-16$3,139,628$211,989$13,249iApproximate average salary by contribution assumption: employee only about $331,233 at 4% or $220,822 at 6%; with 50% employer match about $220,822 at 4% or $147,215 at 6%; with 100% employer match about $165,616 at 4% or $110,411 at 6%.
2024117$2,881,395$267,141$15,714iApproximate average salary by contribution assumption: employee only about $392,854 at 4% or $261,903 at 6%; with 50% employer match about $261,903 at 4% or $174,602 at 6%; with 100% employer match about $196,427 at 4% or $130,951 at 6%.
Storm, Balgeman & Miller 401K Plan-17$2,881,395$267,141$15,714iApproximate average salary by contribution assumption: employee only about $392,854 at 4% or $261,903 at 6%; with 50% employer match about $261,903 at 4% or $174,602 at 6%; with 100% employer match about $196,427 at 4% or $130,951 at 6%.
2023122$2,455,420$182,681$8,304iApproximate average salary by contribution assumption: employee only about $207,592 at 4% or $138,395 at 6%; with 50% employer match about $138,395 at 4% or $92,263 at 6%; with 100% employer match about $103,796 at 4% or $69,197 at 6%.
Storm, Balgeman & Miller 401K Plan-22$2,455,420$182,681$8,304iApproximate average salary by contribution assumption: employee only about $207,592 at 4% or $138,395 at 6%; with 50% employer match about $138,395 at 4% or $92,263 at 6%; with 100% employer match about $103,796 at 4% or $69,197 at 6%.
2022120$2,327,906$172,916$8,646iApproximate average salary by contribution assumption: employee only about $216,145 at 4% or $144,097 at 6%; with 50% employer match about $144,097 at 4% or $96,064 at 6%; with 100% employer match about $108,072 at 4% or $72,048 at 6%.
Storm, Balgeman & Miller 401K Plan-20$2,327,906$172,916$8,646iApproximate average salary by contribution assumption: employee only about $216,145 at 4% or $144,097 at 6%; with 50% employer match about $144,097 at 4% or $96,064 at 6%; with 100% employer match about $108,072 at 4% or $72,048 at 6%.
2021122$2,663,145$165,673$7,531iApproximate average salary by contribution assumption: employee only about $188,265 at 4% or $125,510 at 6%; with 50% employer match about $125,510 at 4% or $83,673 at 6%; with 100% employer match about $94,132 at 4% or $62,755 at 6%.
Storm, Balgeman & Miller 401K Plan-22$2,663,145$165,673$7,531iApproximate average salary by contribution assumption: employee only about $188,265 at 4% or $125,510 at 6%; with 50% employer match about $125,510 at 4% or $83,673 at 6%; with 100% employer match about $94,132 at 4% or $62,755 at 6%.
2020123$2,445,587$152,526$6,632iApproximate average salary by contribution assumption: employee only about $165,789 at 4% or $110,526 at 6%; with 50% employer match about $110,526 at 4% or $73,684 at 6%; with 100% employer match about $82,895 at 4% or $55,263 at 6%.
Storm, Balgeman & Miller 401K Plan-23$2,445,587$152,526$6,632iApproximate average salary by contribution assumption: employee only about $165,789 at 4% or $110,526 at 6%; with 50% employer match about $110,526 at 4% or $73,684 at 6%; with 100% employer match about $82,895 at 4% or $55,263 at 6%.
2019122$2,059,246$153,327$6,969iApproximate average salary by contribution assumption: employee only about $174,235 at 4% or $116,157 at 6%; with 50% employer match about $116,157 at 4% or $77,438 at 6%; with 100% employer match about $87,118 at 4% or $58,078 at 6%.
Storm, Balgeman & Miller 401K Plan-22$2,059,246$153,327$6,969iApproximate average salary by contribution assumption: employee only about $174,235 at 4% or $116,157 at 6%; with 50% employer match about $116,157 at 4% or $77,438 at 6%; with 100% employer match about $87,118 at 4% or $58,078 at 6%.
2018119$1,586,660$156,897$8,258iApproximate average salary by contribution assumption: employee only about $206,443 at 4% or $137,629 at 6%; with 50% employer match about $137,629 at 4% or $91,753 at 6%; with 100% employer match about $103,222 at 4% or $68,814 at 6%.
Storm, Balgeman & Miller 401K Plan-19$1,586,660$156,897$8,258iApproximate average salary by contribution assumption: employee only about $206,443 at 4% or $137,629 at 6%; with 50% employer match about $137,629 at 4% or $91,753 at 6%; with 100% employer match about $103,222 at 4% or $68,814 at 6%.
2017118$1,642,055$110,665$6,148iApproximate average salary by contribution assumption: employee only about $153,701 at 4% or $102,468 at 6%; with 50% employer match about $102,468 at 4% or $68,312 at 6%; with 100% employer match about $76,851 at 4% or $51,234 at 6%.
Storm, Balgeman & Miller 401K Plan-18$1,642,055$110,665$6,148iApproximate average salary by contribution assumption: employee only about $153,701 at 4% or $102,468 at 6%; with 50% employer match about $102,468 at 4% or $68,312 at 6%; with 100% employer match about $76,851 at 4% or $51,234 at 6%.
2016117$1,568,586$100,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
Storm, Balgeman & Miller 401K Plan-17$1,568,586$100,000$5,882iApproximate average salary by contribution assumption: employee only about $147,059 at 4% or $98,039 at 6%; with 50% employer match about $98,039 at 4% or $65,359 at 6%; with 100% employer match about $73,529 at 4% or $49,020 at 6%.
2015117$1,374,153$117,089$6,888iApproximate average salary by contribution assumption: employee only about $172,190 at 4% or $114,793 at 6%; with 50% employer match about $114,793 at 4% or $76,529 at 6%; with 100% employer match about $86,095 at 4% or $57,397 at 6%.
Storm, Balgeman & Miller 401K Plan-17$1,374,153$117,089$6,888iApproximate average salary by contribution assumption: employee only about $172,190 at 4% or $114,793 at 6%; with 50% employer match about $114,793 at 4% or $76,529 at 6%; with 100% employer match about $86,095 at 4% or $57,397 at 6%.
2014116$1,343,357$112,238$7,015iApproximate average salary by contribution assumption: employee only about $175,372 at 4% or $116,915 at 6%; with 50% employer match about $116,915 at 4% or $77,943 at 6%; with 100% employer match about $87,686 at 4% or $58,457 at 6%.
Storm, Balgeman & Miller 401K Plan-16$1,343,357$112,238$7,015iApproximate average salary by contribution assumption: employee only about $175,372 at 4% or $116,915 at 6%; with 50% employer match about $116,915 at 4% or $77,943 at 6%; with 100% employer match about $87,686 at 4% or $58,457 at 6%.
2013116$1,185,444$104,532$6,533iApproximate average salary by contribution assumption: employee only about $163,331 at 4% or $108,888 at 6%; with 50% employer match about $108,888 at 4% or $72,592 at 6%; with 100% employer match about $81,666 at 4% or $54,444 at 6%.
Storm, Balgeman & Miller 401K Plan-16$1,185,444$104,532$6,533iApproximate average salary by contribution assumption: employee only about $163,331 at 4% or $108,888 at 6%; with 50% employer match about $108,888 at 4% or $72,592 at 6%; with 100% employer match about $81,666 at 4% or $54,444 at 6%.
2012117$1,405,628$103,932$6,114iApproximate average salary by contribution assumption: employee only about $152,841 at 4% or $101,894 at 6%; with 50% employer match about $101,894 at 4% or $67,929 at 6%; with 100% employer match about $76,421 at 4% or $50,947 at 6%.
Storm, Balgeman & Miller 401K Plan-17$1,405,628$103,932$6,114iApproximate average salary by contribution assumption: employee only about $152,841 at 4% or $101,894 at 6%; with 50% employer match about $101,894 at 4% or $67,929 at 6%; with 100% employer match about $76,421 at 4% or $50,947 at 6%.
2011121$1,141,892$96,564$4,598iApproximate average salary by contribution assumption: employee only about $114,957 at 4% or $76,638 at 6%; with 50% employer match about $76,638 at 4% or $51,092 at 6%; with 100% employer match about $57,479 at 4% or $38,319 at 6%.
Storm, Balgeman & Miller 401K Plan-21$1,141,892$96,564$4,598iApproximate average salary by contribution assumption: employee only about $114,957 at 4% or $76,638 at 6%; with 50% employer match about $76,638 at 4% or $51,092 at 6%; with 100% employer match about $57,479 at 4% or $38,319 at 6%.
2010117$1,101,891$85,720$5,042iApproximate average salary by contribution assumption: employee only about $126,059 at 4% or $84,039 at 6%; with 50% employer match about $84,039 at 4% or $56,026 at 6%; with 100% employer match about $63,029 at 4% or $42,020 at 6%.
Storm, Balgeman & Miller 401K Plan-17$1,101,891$85,720$5,042iApproximate average salary by contribution assumption: employee only about $126,059 at 4% or $84,039 at 6%; with 50% employer match about $84,039 at 4% or $56,026 at 6%; with 100% employer match about $63,029 at 4% or $42,020 at 6%.
2009116$888,392$94,951$5,934iApproximate average salary by contribution assumption: employee only about $148,361 at 4% or $98,907 at 6%; with 50% employer match about $98,907 at 4% or $65,938 at 6%; with 100% employer match about $74,180 at 4% or $49,454 at 6%.
Storm, Balgeman & Miller 401K Plan-16$888,392$94,951$5,934iApproximate average salary by contribution assumption: employee only about $148,361 at 4% or $98,907 at 6%; with 50% employer match about $98,907 at 4% or $65,938 at 6%; with 100% employer match about $74,180 at 4% or $49,454 at 6%.
2008112$586,425$79,762$6,647iApproximate average salary by contribution assumption: employee only about $166,171 at 4% or $110,781 at 6%; with 50% employer match about $110,781 at 4% or $73,854 at 6%; with 100% employer match about $83,085 at 4% or $55,390 at 6%.
Storm, Balgeman & Miller 401K Plan-12$586,425$79,762$6,647iApproximate average salary by contribution assumption: employee only about $166,171 at 4% or $110,781 at 6%; with 50% employer match about $110,781 at 4% or $73,854 at 6%; with 100% employer match about $83,085 at 4% or $55,390 at 6%.
2007111$0$0-
Storm, Balgeman & Miller 401K Plan-11---
2006112$665,758$87,270$7,273iApproximate average salary by contribution assumption: employee only about $181,813 at 4% or $121,208 at 6%; with 50% employer match about $121,208 at 4% or $80,806 at 6%; with 100% employer match about $90,906 at 4% or $60,604 at 6%.
Storm, Balgeman & Miller 401K Plan-12$665,758$87,270$7,273iApproximate average salary by contribution assumption: employee only about $181,813 at 4% or $121,208 at 6%; with 50% employer match about $121,208 at 4% or $80,806 at 6%; with 100% employer match about $90,906 at 4% or $60,604 at 6%.
2005113$510,734$40,350$3,104iApproximate average salary by contribution assumption: employee only about $77,596 at 4% or $51,731 at 6%; with 50% employer match about $51,731 at 4% or $34,487 at 6%; with 100% employer match about $38,798 at 4% or $25,865 at 6%.
Storm, Balgeman & Miller 401K Plan-13$510,734$40,350$3,104iApproximate average salary by contribution assumption: employee only about $77,596 at 4% or $51,731 at 6%; with 50% employer match about $51,731 at 4% or $34,487 at 6%; with 100% employer match about $38,798 at 4% or $25,865 at 6%.
200419$440,283$45,694$5,077iApproximate average salary by contribution assumption: employee only about $126,928 at 4% or $84,619 at 6%; with 50% employer match about $84,619 at 4% or $56,412 at 6%; with 100% employer match about $63,464 at 4% or $42,309 at 6%.
Storm, Balgeman & Miller 401K Plan-9$440,283$45,694$5,077iApproximate average salary by contribution assumption: employee only about $126,928 at 4% or $84,619 at 6%; with 50% employer match about $84,619 at 4% or $56,412 at 6%; with 100% employer match about $63,464 at 4% or $42,309 at 6%.
200318$0$0-
Storm, Balgeman & Miller 401K Plan-8---
200218$252,692$55,487$6,936iApproximate average salary by contribution assumption: employee only about $173,397 at 4% or $115,598 at 6%; with 50% employer match about $115,598 at 4% or $77,065 at 6%; with 100% employer match about $86,698 at 4% or $57,799 at 6%.
Storm, Balgeman & Miller 401K Plan-8$252,692$55,487$6,936iApproximate average salary by contribution assumption: employee only about $173,397 at 4% or $115,598 at 6%; with 50% employer match about $115,598 at 4% or $77,065 at 6%; with 100% employer match about $86,698 at 4% or $57,799 at 6%.
200119$277,697$37,641$4,182iApproximate average salary by contribution assumption: employee only about $104,558 at 4% or $69,706 at 6%; with 50% employer match about $69,706 at 4% or $46,470 at 6%; with 100% employer match about $52,279 at 4% or $34,853 at 6%.
Storm, Balgeman & Miller 401K Plan-9$277,697$37,641$4,182iApproximate average salary by contribution assumption: employee only about $104,558 at 4% or $69,706 at 6%; with 50% employer match about $69,706 at 4% or $46,470 at 6%; with 100% employer match about $52,279 at 4% or $34,853 at 6%.
200019$332,436$43,468$4,830iApproximate average salary by contribution assumption: employee only about $120,744 at 4% or $80,496 at 6%; with 50% employer match about $80,496 at 4% or $53,664 at 6%; with 100% employer match about $60,372 at 4% or $40,248 at 6%.
Storm, Balgeman & Miller 401K Plan-9$332,436$43,468$4,830iApproximate average salary by contribution assumption: employee only about $120,744 at 4% or $80,496 at 6%; with 50% employer match about $80,496 at 4% or $53,664 at 6%; with 100% employer match about $60,372 at 4% or $40,248 at 6%.
1999110$0$0-
Storm, Balgeman & Miller 401K Plan-10---