Civic Intelligence

Advisors Pride Inc. DBA Paul Hoffman & Company

Plan context: The Retirement Plan

EIN 39-1689208 • Appleton, WI • 8 filings • 2 plans

100 W. Lawrence St.Ste. 304Appleton, WI 54911
Current Snapshot

Latest Year

2021

2021 Participants

17

2021 Assets

$1,303,516

2021 Contributions

$200,101

Historical Graphs

Total Assets Over Time

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

$1,303,516$651,758$0201420182021YearValue
$1,303,516Latest year 2021

Participants Over Time

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

1790201420182021YearValue
17Latest year 2021

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
2021117$1,303,516$200,101$11,771iApproximate average salary by contribution assumption: employee only about $294,266 at 4% or $196,177 at 6%; with 50% employer match about $196,177 at 4% or $130,785 at 6%; with 100% employer match about $147,133 at 4% or $98,089 at 6%.
The Retirement Plan-17$1,303,516$200,101$11,771iApproximate average salary by contribution assumption: employee only about $294,266 at 4% or $196,177 at 6%; with 50% employer match about $196,177 at 4% or $130,785 at 6%; with 100% employer match about $147,133 at 4% or $98,089 at 6%.
2020116$932,555$181,138$11,321iApproximate average salary by contribution assumption: employee only about $283,028 at 4% or $188,685 at 6%; with 50% employer match about $188,685 at 4% or $125,790 at 6%; with 100% employer match about $141,514 at 4% or $94,343 at 6%.
The Retirement Plan-16$932,555$181,138$11,321iApproximate average salary by contribution assumption: employee only about $283,028 at 4% or $188,685 at 6%; with 50% employer match about $188,685 at 4% or $125,790 at 6%; with 100% employer match about $141,514 at 4% or $94,343 at 6%.
2019117$776,074$157,439$9,261iApproximate average salary by contribution assumption: employee only about $231,528 at 4% or $154,352 at 6%; with 50% employer match about $154,352 at 4% or $102,901 at 6%; with 100% employer match about $115,764 at 4% or $77,176 at 6%.
The Retirement Plan-17$776,074$157,439$9,261iApproximate average salary by contribution assumption: employee only about $231,528 at 4% or $154,352 at 6%; with 50% employer match about $154,352 at 4% or $102,901 at 6%; with 100% employer match about $115,764 at 4% or $77,176 at 6%.
2018112$495,929$116,928$9,744iApproximate average salary by contribution assumption: employee only about $243,600 at 4% or $162,400 at 6%; with 50% employer match about $162,400 at 4% or $108,267 at 6%; with 100% employer match about $121,800 at 4% or $81,200 at 6%.
The Retirement Plan-12$495,929$116,928$9,744iApproximate average salary by contribution assumption: employee only about $243,600 at 4% or $162,400 at 6%; with 50% employer match about $162,400 at 4% or $108,267 at 6%; with 100% employer match about $121,800 at 4% or $81,200 at 6%.
201719$416,699$140,781$15,642iApproximate average salary by contribution assumption: employee only about $391,058 at 4% or $260,706 at 6%; with 50% employer match about $260,706 at 4% or $173,804 at 6%; with 100% employer match about $195,529 at 4% or $130,353 at 6%.
The Retirement Plan-9$416,699$140,781$15,642iApproximate average salary by contribution assumption: employee only about $391,058 at 4% or $260,706 at 6%; with 50% employer match about $260,706 at 4% or $173,804 at 6%; with 100% employer match about $195,529 at 4% or $130,353 at 6%.
201618$224,409$175,451$21,931iApproximate average salary by contribution assumption: employee only about $548,284 at 4% or $365,523 at 6%; with 50% employer match about $365,523 at 4% or $243,682 at 6%; with 100% employer match about $274,142 at 4% or $182,761 at 6%.
The Retirement Plan-8$224,409$175,451$21,931iApproximate average salary by contribution assumption: employee only about $548,284 at 4% or $365,523 at 6%; with 50% employer match about $365,523 at 4% or $243,682 at 6%; with 100% employer match about $274,142 at 4% or $182,761 at 6%.
201517$44,017$36,512$5,216iApproximate average salary by contribution assumption: employee only about $130,400 at 4% or $86,933 at 6%; with 50% employer match about $86,933 at 4% or $57,956 at 6%; with 100% employer match about $65,200 at 4% or $43,467 at 6%.
The Retirement Plan-7$44,017$36,512$5,216iApproximate average salary by contribution assumption: employee only about $130,400 at 4% or $86,933 at 6%; with 50% employer match about $86,933 at 4% or $57,956 at 6%; with 100% employer match about $65,200 at 4% or $43,467 at 6%.
201417$10,441$11,319$1,617iApproximate average salary by contribution assumption: employee only about $40,425 at 4% or $26,950 at 6%; with 50% employer match about $26,950 at 4% or $17,967 at 6%; with 100% employer match about $20,213 at 4% or $13,475 at 6%.
The Retirement Plan-7$10,441$11,319$1,617iApproximate average salary by contribution assumption: employee only about $40,425 at 4% or $26,950 at 6%; with 50% employer match about $26,950 at 4% or $17,967 at 6%; with 100% employer match about $20,213 at 4% or $13,475 at 6%.