Duxstad Fletcher Wealth Planning
Plan context: Duxstad Fletcher Wealth Planning 401K Plan
EIN 39-1716341 • Oshkosh, WI • 6 filings • 1 plans
Current Snapshot
Latest Year
2011
2011 Participants
4
2011 Assets
$1,077,825
2011 Contributions
$90,774
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $90,774 | - |
| Duxstad Fletcher Wealth Planning 401K Plan | - | 0 | - | $90,774 | - |
| 2010 | 1 | 4 | $1,077,825 | $89,796 | $22,449iApproximate average salary by contribution assumption: employee only about $561,225 at 4% or $374,150 at 6%; with 50% employer match about $374,150 at 4% or $249,433 at 6%; with 100% employer match about $280,613 at 4% or $187,075 at 6%. |
| Duxstad Fletcher Wealth Planning 401K Plan | - | 4 | $1,077,825 | $89,796 | $22,449iApproximate average salary by contribution assumption: employee only about $561,225 at 4% or $374,150 at 6%; with 50% employer match about $374,150 at 4% or $249,433 at 6%; with 100% employer match about $280,613 at 4% or $187,075 at 6%. |
| 2009 | 1 | 4 | $863,120 | $107,584 | $26,896iApproximate average salary by contribution assumption: employee only about $672,400 at 4% or $448,267 at 6%; with 50% employer match about $448,267 at 4% or $298,844 at 6%; with 100% employer match about $336,200 at 4% or $224,133 at 6%. |
| Duxstad Fletcher Wealth Planning 401K Plan | - | 4 | $863,120 | $107,584 | $26,896iApproximate average salary by contribution assumption: employee only about $672,400 at 4% or $448,267 at 6%; with 50% employer match about $448,267 at 4% or $298,844 at 6%; with 100% employer match about $336,200 at 4% or $224,133 at 6%. |
| 2008 | 1 | 4 | $505,090 | $80,582 | $20,146iApproximate average salary by contribution assumption: employee only about $503,638 at 4% or $335,758 at 6%; with 50% employer match about $335,758 at 4% or $223,839 at 6%; with 100% employer match about $251,819 at 4% or $167,879 at 6%. |
| Duxstad Fletcher Wealth Planning 401K Plan | - | 4 | $505,090 | $80,582 | $20,146iApproximate average salary by contribution assumption: employee only about $503,638 at 4% or $335,758 at 6%; with 50% employer match about $335,758 at 4% or $223,839 at 6%; with 100% employer match about $251,819 at 4% or $167,879 at 6%. |
| 2007 | 1 | 5 | $695,140 | $96,157 | $19,231iApproximate average salary by contribution assumption: employee only about $480,785 at 4% or $320,523 at 6%; with 50% employer match about $320,523 at 4% or $213,682 at 6%; with 100% employer match about $240,393 at 4% or $160,262 at 6%. |
| Duxstad Fletcher Wealth Planning 401K Plan | - | 5 | $695,140 | $96,157 | $19,231iApproximate average salary by contribution assumption: employee only about $480,785 at 4% or $320,523 at 6%; with 50% employer match about $320,523 at 4% or $213,682 at 6%; with 100% employer match about $240,393 at 4% or $160,262 at 6%. |
| 2006 | 1 | 5 | $592,417 | $522,118 | $104,424iApproximate average salary by contribution assumption: employee only about $2,610,590 at 4% or $1,740,393 at 6%; with 50% employer match about $1,740,393 at 4% or $1,160,262 at 6%; with 100% employer match about $1,305,295 at 4% or $870,197 at 6%. |
| Duxstad Fletcher Wealth Planning 401K Plan | - | 5 | $592,417 | $522,118 | $104,424iApproximate average salary by contribution assumption: employee only about $2,610,590 at 4% or $1,740,393 at 6%; with 50% employer match about $1,740,393 at 4% or $1,160,262 at 6%; with 100% employer match about $1,305,295 at 4% or $870,197 at 6%. |