Civic Intelligence

Reserve Advisors

Plan context: Reserve Advisors 401(K) Plan

EIN 39-1704558 • Milwaukee, WI • 9 filings • 1 plans

735 N. Water StreetSuite 175Milwaukee, WI 53202
Current Snapshot

Latest Year

2018

2018 Participants

58

2018 Assets

$2,293,851

2018 Contributions

$376,197

Historical Graphs

Total Assets Over Time

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

$2,293,851$1,146,926$0201020142018YearValue
$2,293,851Latest year 2018

Participants Over Time

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

58290201020142018YearValue
58Latest year 2018

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
2018158$2,293,851$376,197$6,486iApproximate average salary by contribution assumption: employee only about $162,154 at 4% or $108,103 at 6%; with 50% employer match about $108,103 at 4% or $72,068 at 6%; with 100% employer match about $81,077 at 4% or $54,051 at 6%.
Reserve Advisors 401(K) Plan-58$2,293,851$376,197$6,486iApproximate average salary by contribution assumption: employee only about $162,154 at 4% or $108,103 at 6%; with 50% employer match about $108,103 at 4% or $72,068 at 6%; with 100% employer match about $81,077 at 4% or $54,051 at 6%.
2017154$2,148,829$690,633$12,790iApproximate average salary by contribution assumption: employee only about $319,738 at 4% or $213,158 at 6%; with 50% employer match about $213,158 at 4% or $142,106 at 6%; with 100% employer match about $159,869 at 4% or $106,579 at 6%.
Reserve Advisors 401(K) Plan-54$2,148,829$690,633$12,790iApproximate average salary by contribution assumption: employee only about $319,738 at 4% or $213,158 at 6%; with 50% employer match about $213,158 at 4% or $142,106 at 6%; with 100% employer match about $159,869 at 4% or $106,579 at 6%.
2016153$1,208,662$361,947$6,829iApproximate average salary by contribution assumption: employee only about $170,730 at 4% or $113,820 at 6%; with 50% employer match about $113,820 at 4% or $75,880 at 6%; with 100% employer match about $85,365 at 4% or $56,910 at 6%.
Reserve Advisors 401(K) Plan-53$1,208,662$361,947$6,829iApproximate average salary by contribution assumption: employee only about $170,730 at 4% or $113,820 at 6%; with 50% employer match about $113,820 at 4% or $75,880 at 6%; with 100% employer match about $85,365 at 4% or $56,910 at 6%.
2015154$1,001,457$273,095$5,057iApproximate average salary by contribution assumption: employee only about $126,433 at 4% or $84,289 at 6%; with 50% employer match about $84,289 at 4% or $56,192 at 6%; with 100% employer match about $63,216 at 4% or $42,144 at 6%.
Reserve Advisors 401(K) Plan-54$1,001,457$273,095$5,057iApproximate average salary by contribution assumption: employee only about $126,433 at 4% or $84,289 at 6%; with 50% employer match about $84,289 at 4% or $56,192 at 6%; with 100% employer match about $63,216 at 4% or $42,144 at 6%.
2014133$736,923$155,935$4,725iApproximate average salary by contribution assumption: employee only about $118,133 at 4% or $78,755 at 6%; with 50% employer match about $78,755 at 4% or $52,503 at 6%; with 100% employer match about $59,066 at 4% or $39,378 at 6%.
Reserve Advisors 401(K) Plan-33$736,923$155,935$4,725iApproximate average salary by contribution assumption: employee only about $118,133 at 4% or $78,755 at 6%; with 50% employer match about $78,755 at 4% or $52,503 at 6%; with 100% employer match about $59,066 at 4% or $39,378 at 6%.
2013128$626,884$127,307$4,547iApproximate average salary by contribution assumption: employee only about $113,667 at 4% or $75,778 at 6%; with 50% employer match about $75,778 at 4% or $50,519 at 6%; with 100% employer match about $56,833 at 4% or $37,889 at 6%.
Reserve Advisors 401(K) Plan-28$626,884$127,307$4,547iApproximate average salary by contribution assumption: employee only about $113,667 at 4% or $75,778 at 6%; with 50% employer match about $75,778 at 4% or $50,519 at 6%; with 100% employer match about $56,833 at 4% or $37,889 at 6%.
2012126$408,067$121,845$4,686iApproximate average salary by contribution assumption: employee only about $117,159 at 4% or $78,106 at 6%; with 50% employer match about $78,106 at 4% or $52,071 at 6%; with 100% employer match about $58,579 at 4% or $39,053 at 6%.
Reserve Advisors 401(K) Plan-26$408,067$121,845$4,686iApproximate average salary by contribution assumption: employee only about $117,159 at 4% or $78,106 at 6%; with 50% employer match about $78,106 at 4% or $52,071 at 6%; with 100% employer match about $58,579 at 4% or $39,053 at 6%.
2011127$242,878$130,987$4,851iApproximate average salary by contribution assumption: employee only about $121,284 at 4% or $80,856 at 6%; with 50% employer match about $80,856 at 4% or $53,904 at 6%; with 100% employer match about $60,642 at 4% or $40,428 at 6%.
Reserve Advisors 401(K) Plan-27$242,878$130,987$4,851iApproximate average salary by contribution assumption: employee only about $121,284 at 4% or $80,856 at 6%; with 50% employer match about $80,856 at 4% or $53,904 at 6%; with 100% employer match about $60,642 at 4% or $40,428 at 6%.
2010121$125,378$114,960$5,474iApproximate average salary by contribution assumption: employee only about $136,857 at 4% or $91,238 at 6%; with 50% employer match about $91,238 at 4% or $60,825 at 6%; with 100% employer match about $68,429 at 4% or $45,619 at 6%.
Reserve Advisors 401(K) Plan-21$125,378$114,960$5,474iApproximate average salary by contribution assumption: employee only about $136,857 at 4% or $91,238 at 6%; with 50% employer match about $91,238 at 4% or $60,825 at 6%; with 100% employer match about $68,429 at 4% or $45,619 at 6%.