Civic Intelligence

O'Connor, Wells & Vander Werff LLC

Plan context: O'Connor, Wells, & Vander Werff LLC 401(K) Plan

EIN 39-1742997 • Waupun, WI • 26 filings • 9 plans

111 East Main StreetWaupun, WI 53963
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$7,619,138

2024 Contributions

$262,113

Historical Graphs

Total Assets Over Time

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

$7,619,138$3,809,569$0199920122024YearValue
$7,619,138Latest year 2024

Participants Over Time

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

26130199920112024YearValue
26Latest 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
2024126$7,619,138$262,113$10,081iApproximate average salary by contribution assumption: employee only about $252,032 at 4% or $168,021 at 6%; with 50% employer match about $168,021 at 4% or $112,014 at 6%; with 100% employer match about $126,016 at 4% or $84,011 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-26$7,619,138$262,113$10,081iApproximate average salary by contribution assumption: employee only about $252,032 at 4% or $168,021 at 6%; with 50% employer match about $168,021 at 4% or $112,014 at 6%; with 100% employer match about $126,016 at 4% or $84,011 at 6%.
2023123$7,145,764$200,563$8,720iApproximate average salary by contribution assumption: employee only about $218,003 at 4% or $145,336 at 6%; with 50% employer match about $145,336 at 4% or $96,890 at 6%; with 100% employer match about $109,002 at 4% or $72,668 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-23$7,145,764$200,563$8,720iApproximate average salary by contribution assumption: employee only about $218,003 at 4% or $145,336 at 6%; with 50% employer match about $145,336 at 4% or $96,890 at 6%; with 100% employer match about $109,002 at 4% or $72,668 at 6%.
2022125$5,860,732$196,671$7,867iApproximate average salary by contribution assumption: employee only about $196,671 at 4% or $131,114 at 6%; with 50% employer match about $131,114 at 4% or $87,409 at 6%; with 100% employer match about $98,336 at 4% or $65,557 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-25$5,860,732$196,671$7,867iApproximate average salary by contribution assumption: employee only about $196,671 at 4% or $131,114 at 6%; with 50% employer match about $131,114 at 4% or $87,409 at 6%; with 100% employer match about $98,336 at 4% or $65,557 at 6%.
2021124$7,296,883$249,052$10,377iApproximate average salary by contribution assumption: employee only about $259,429 at 4% or $172,953 at 6%; with 50% employer match about $172,953 at 4% or $115,302 at 6%; with 100% employer match about $129,715 at 4% or $86,476 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-24$7,296,883$249,052$10,377iApproximate average salary by contribution assumption: employee only about $259,429 at 4% or $172,953 at 6%; with 50% employer match about $172,953 at 4% or $115,302 at 6%; with 100% employer match about $129,715 at 4% or $86,476 at 6%.
2020123$5,997,402$292,017$12,696iApproximate average salary by contribution assumption: employee only about $317,410 at 4% or $211,607 at 6%; with 50% employer match about $211,607 at 4% or $141,071 at 6%; with 100% employer match about $158,705 at 4% or $105,803 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-23$5,997,402$292,017$12,696iApproximate average salary by contribution assumption: employee only about $317,410 at 4% or $211,607 at 6%; with 50% employer match about $211,607 at 4% or $141,071 at 6%; with 100% employer match about $158,705 at 4% or $105,803 at 6%.
2019123$5,545,730$202,090$8,787iApproximate average salary by contribution assumption: employee only about $219,663 at 4% or $146,442 at 6%; with 50% employer match about $146,442 at 4% or $97,628 at 6%; with 100% employer match about $109,832 at 4% or $73,221 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-23$5,545,730$202,090$8,787iApproximate average salary by contribution assumption: employee only about $219,663 at 4% or $146,442 at 6%; with 50% employer match about $146,442 at 4% or $97,628 at 6%; with 100% employer match about $109,832 at 4% or $73,221 at 6%.
2018123$4,349,926$188,917$8,214iApproximate average salary by contribution assumption: employee only about $205,345 at 4% or $136,896 at 6%; with 50% employer match about $136,896 at 4% or $91,264 at 6%; with 100% employer match about $102,672 at 4% or $68,448 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-23$4,349,926$188,917$8,214iApproximate average salary by contribution assumption: employee only about $205,345 at 4% or $136,896 at 6%; with 50% employer match about $136,896 at 4% or $91,264 at 6%; with 100% employer match about $102,672 at 4% or $68,448 at 6%.
2017123$4,463,892$190,096$8,265iApproximate average salary by contribution assumption: employee only about $206,626 at 4% or $137,751 at 6%; with 50% employer match about $137,751 at 4% or $91,834 at 6%; with 100% employer match about $103,313 at 4% or $68,875 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-23$4,463,892$190,096$8,265iApproximate average salary by contribution assumption: employee only about $206,626 at 4% or $137,751 at 6%; with 50% employer match about $137,751 at 4% or $91,834 at 6%; with 100% employer match about $103,313 at 4% or $68,875 at 6%.
201610$3,833,088$189,761-
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-0$3,833,088$189,761-
2015123$3,348,239$181,608$7,896iApproximate average salary by contribution assumption: employee only about $197,400 at 4% or $131,600 at 6%; with 50% employer match about $131,600 at 4% or $87,733 at 6%; with 100% employer match about $98,700 at 4% or $65,800 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-23$3,348,239$181,608$7,896iApproximate average salary by contribution assumption: employee only about $197,400 at 4% or $131,600 at 6%; with 50% employer match about $131,600 at 4% or $87,733 at 6%; with 100% employer match about $98,700 at 4% or $65,800 at 6%.
2014120$3,161,367$146,908$7,345iApproximate average salary by contribution assumption: employee only about $183,635 at 4% or $122,423 at 6%; with 50% employer match about $122,423 at 4% or $81,616 at 6%; with 100% employer match about $91,818 at 4% or $61,212 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-20$3,161,367$146,908$7,345iApproximate average salary by contribution assumption: employee only about $183,635 at 4% or $122,423 at 6%; with 50% employer match about $122,423 at 4% or $81,616 at 6%; with 100% employer match about $91,818 at 4% or $61,212 at 6%.
2013123$3,426,875$135,072$5,873iApproximate average salary by contribution assumption: employee only about $146,817 at 4% or $97,878 at 6%; with 50% employer match about $97,878 at 4% or $65,252 at 6%; with 100% employer match about $73,409 at 4% or $48,939 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-23$3,426,875$135,072$5,873iApproximate average salary by contribution assumption: employee only about $146,817 at 4% or $97,878 at 6%; with 50% employer match about $97,878 at 4% or $65,252 at 6%; with 100% employer match about $73,409 at 4% or $48,939 at 6%.
2012120$2,688,700$149,309$7,465iApproximate average salary by contribution assumption: employee only about $186,636 at 4% or $124,424 at 6%; with 50% employer match about $124,424 at 4% or $82,949 at 6%; with 100% employer match about $93,318 at 4% or $62,212 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-20$2,688,700$149,309$7,465iApproximate average salary by contribution assumption: employee only about $186,636 at 4% or $124,424 at 6%; with 50% employer match about $124,424 at 4% or $82,949 at 6%; with 100% employer match about $93,318 at 4% or $62,212 at 6%.
2011121$2,220,830$111,224$5,296iApproximate average salary by contribution assumption: employee only about $132,410 at 4% or $88,273 at 6%; with 50% employer match about $88,273 at 4% or $58,849 at 6%; with 100% employer match about $66,205 at 4% or $44,137 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-21$2,220,830$111,224$5,296iApproximate average salary by contribution assumption: employee only about $132,410 at 4% or $88,273 at 6%; with 50% employer match about $88,273 at 4% or $58,849 at 6%; with 100% employer match about $66,205 at 4% or $44,137 at 6%.
2010121$2,141,070$119,170$5,675iApproximate average salary by contribution assumption: employee only about $141,869 at 4% or $94,579 at 6%; with 50% employer match about $94,579 at 4% or $63,053 at 6%; with 100% employer match about $70,935 at 4% or $47,290 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-21$2,141,070$119,170$5,675iApproximate average salary by contribution assumption: employee only about $141,869 at 4% or $94,579 at 6%; with 50% employer match about $94,579 at 4% or $63,053 at 6%; with 100% employer match about $70,935 at 4% or $47,290 at 6%.
2009119$1,820,438$119,548$6,292iApproximate average salary by contribution assumption: employee only about $157,300 at 4% or $104,867 at 6%; with 50% employer match about $104,867 at 4% or $69,911 at 6%; with 100% employer match about $78,650 at 4% or $52,433 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-19$1,820,438$119,548$6,292iApproximate average salary by contribution assumption: employee only about $157,300 at 4% or $104,867 at 6%; with 50% employer match about $104,867 at 4% or $69,911 at 6%; with 100% employer match about $78,650 at 4% or $52,433 at 6%.
2008118$1,337,295$149,528$8,307iApproximate average salary by contribution assumption: employee only about $207,678 at 4% or $138,452 at 6%; with 50% employer match about $138,452 at 4% or $92,301 at 6%; with 100% employer match about $103,839 at 4% or $69,226 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-18$1,337,295$149,528$8,307iApproximate average salary by contribution assumption: employee only about $207,678 at 4% or $138,452 at 6%; with 50% employer match about $138,452 at 4% or $92,301 at 6%; with 100% employer match about $103,839 at 4% or $69,226 at 6%.
2007119$0$0-
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-19---
2006119$1,609,022$115,765$6,093iApproximate average salary by contribution assumption: employee only about $152,322 at 4% or $101,548 at 6%; with 50% employer match about $101,548 at 4% or $67,699 at 6%; with 100% employer match about $76,161 at 4% or $50,774 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-19$1,609,022$115,765$6,093iApproximate average salary by contribution assumption: employee only about $152,322 at 4% or $101,548 at 6%; with 50% employer match about $101,548 at 4% or $67,699 at 6%; with 100% employer match about $76,161 at 4% or $50,774 at 6%.
2005118$1,290,924$115,306$6,406iApproximate average salary by contribution assumption: employee only about $160,147 at 4% or $106,765 at 6%; with 50% employer match about $106,765 at 4% or $71,177 at 6%; with 100% employer match about $80,074 at 4% or $53,382 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-18$1,290,924$115,306$6,406iApproximate average salary by contribution assumption: employee only about $160,147 at 4% or $106,765 at 6%; with 50% employer match about $106,765 at 4% or $71,177 at 6%; with 100% employer match about $80,074 at 4% or $53,382 at 6%.
2004119$1,083,153$115,031$6,054iApproximate average salary by contribution assumption: employee only about $151,357 at 4% or $100,904 at 6%; with 50% employer match about $100,904 at 4% or $67,270 at 6%; with 100% employer match about $75,678 at 4% or $50,452 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-19$1,083,153$115,031$6,054iApproximate average salary by contribution assumption: employee only about $151,357 at 4% or $100,904 at 6%; with 50% employer match about $100,904 at 4% or $67,270 at 6%; with 100% employer match about $75,678 at 4% or $50,452 at 6%.
2003119$874,335$94,681$4,983iApproximate average salary by contribution assumption: employee only about $124,580 at 4% or $83,054 at 6%; with 50% employer match about $83,054 at 4% or $55,369 at 6%; with 100% employer match about $62,290 at 4% or $41,527 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-19$874,335$94,681$4,983iApproximate average salary by contribution assumption: employee only about $124,580 at 4% or $83,054 at 6%; with 50% employer match about $83,054 at 4% or $55,369 at 6%; with 100% employer match about $62,290 at 4% or $41,527 at 6%.
2002119$613,929$86,412$4,548iApproximate average salary by contribution assumption: employee only about $113,700 at 4% or $75,800 at 6%; with 50% employer match about $75,800 at 4% or $50,533 at 6%; with 100% employer match about $56,850 at 4% or $37,900 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-19$613,929$86,412$4,548iApproximate average salary by contribution assumption: employee only about $113,700 at 4% or $75,800 at 6%; with 50% employer match about $75,800 at 4% or $50,533 at 6%; with 100% employer match about $56,850 at 4% or $37,900 at 6%.
2001117$616,534$74,604$4,388iApproximate average salary by contribution assumption: employee only about $109,712 at 4% or $73,141 at 6%; with 50% employer match about $73,141 at 4% or $48,761 at 6%; with 100% employer match about $54,856 at 4% or $36,571 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-17$616,534$74,604$4,388iApproximate average salary by contribution assumption: employee only about $109,712 at 4% or $73,141 at 6%; with 50% employer match about $73,141 at 4% or $48,761 at 6%; with 100% employer match about $54,856 at 4% or $36,571 at 6%.
2000114$572,613$54,623$3,902iApproximate average salary by contribution assumption: employee only about $97,541 at 4% or $65,027 at 6%; with 50% employer match about $65,027 at 4% or $43,352 at 6%; with 100% employer match about $48,771 at 4% or $32,514 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-14$572,613$54,623$3,902iApproximate average salary by contribution assumption: employee only about $97,541 at 4% or $65,027 at 6%; with 50% employer match about $65,027 at 4% or $43,352 at 6%; with 100% employer match about $48,771 at 4% or $32,514 at 6%.
1999114$492,961$55,019$3,930iApproximate average salary by contribution assumption: employee only about $98,248 at 4% or $65,499 at 6%; with 50% employer match about $65,499 at 4% or $43,666 at 6%; with 100% employer match about $49,124 at 4% or $32,749 at 6%.
O'Connor, Wells, & Vander Werff LLC 401(K) Plan-14$492,961$55,019$3,930iApproximate average salary by contribution assumption: employee only about $98,248 at 4% or $65,499 at 6%; with 50% employer match about $65,499 at 4% or $43,666 at 6%; with 100% employer match about $49,124 at 4% or $32,749 at 6%.