Civic Intelligence

Anex Sc

Plan context: Anex Sc 401(K) Profit Sharing Plan

EIN 39-1808813 • Brookfield, WI • 37 filings • 7 plans

225 S. Executive DriveBrookfield, WI 53005
Current Snapshot

Latest Year

2024

2024 Participants

34

2024 Assets

$61,511,975

2024 Contributions

$3,441,985

Historical Graphs

Total Assets Over Time

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

$61,511,975$30,755,988$0200020142024YearValue
$61,511,975Latest year 2024

Participants Over Time

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

34170200020122024YearValue
34Latest 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
2024334$61,511,975$3,441,985$101,235iApproximate average salary by contribution assumption: employee only about $2,530,871 at 4% or $1,687,248 at 6%; with 50% employer match about $1,687,248 at 4% or $1,124,832 at 6%; with 100% employer match about $1,265,436 at 4% or $843,624 at 6%.
Anex Sc 401(K) Profit Sharing Plan-34$56,389,153$2,328,127$68,474iApproximate average salary by contribution assumption: employee only about $1,711,858 at 4% or $1,141,239 at 6%; with 50% employer match about $1,141,239 at 4% or $760,826 at 6%; with 100% employer match about $855,929 at 4% or $570,619 at 6%.
Anex, S.C. Cash Balance Plan-14$5,122,822$702,250$50,161iApproximate average salary by contribution assumption: employee only about $1,254,018 at 4% or $836,012 at 6%; with 50% employer match about $836,012 at 4% or $557,341 at 6%; with 100% employer match about $627,009 at 4% or $418,006 at 6%.
Anex Group Healthcare Trust-19-$411,608$21,664iApproximate average salary by contribution assumption: employee only about $541,589 at 4% or $361,060 at 6%; with 50% employer match about $361,060 at 4% or $240,706 at 6%; with 100% employer match about $270,795 at 4% or $180,530 at 6%.
2023233$53,606,541$4,639,785$140,600iApproximate average salary by contribution assumption: employee only about $3,514,989 at 4% or $2,343,326 at 6%; with 50% employer match about $2,343,326 at 4% or $1,562,217 at 6%; with 100% employer match about $1,757,494 at 4% or $1,171,663 at 6%.
Anex Sc 401(K) Profit Sharing Plan-33$49,046,467$3,972,985$120,393iApproximate average salary by contribution assumption: employee only about $3,009,837 at 4% or $2,006,558 at 6%; with 50% employer match about $2,006,558 at 4% or $1,337,705 at 6%; with 100% employer match about $1,504,919 at 4% or $1,003,279 at 6%.
Anex, S.C. Cash Balance Plan-17$4,560,074$666,800$39,224iApproximate average salary by contribution assumption: employee only about $980,588 at 4% or $653,725 at 6%; with 50% employer match about $653,725 at 4% or $435,817 at 6%; with 100% employer match about $490,294 at 4% or $326,863 at 6%.
2022233$43,565,524$3,587,409$108,709iApproximate average salary by contribution assumption: employee only about $2,717,734 at 4% or $1,811,823 at 6%; with 50% employer match about $1,811,823 at 4% or $1,207,882 at 6%; with 100% employer match about $1,358,867 at 4% or $905,911 at 6%.
Anex Sc 401(K) Profit Sharing Plan-33$39,986,576$2,785,409$84,406iApproximate average salary by contribution assumption: employee only about $2,110,158 at 4% or $1,406,772 at 6%; with 50% employer match about $1,406,772 at 4% or $937,848 at 6%; with 100% employer match about $1,055,079 at 4% or $703,386 at 6%.
Anex, S.C. Cash Balance Plan-18$3,578,948$802,000$44,556iApproximate average salary by contribution assumption: employee only about $1,113,889 at 4% or $742,593 at 6%; with 50% employer match about $742,593 at 4% or $495,062 at 6%; with 100% employer match about $556,944 at 4% or $371,296 at 6%.
2021229$47,512,354$3,219,816$111,028iApproximate average salary by contribution assumption: employee only about $2,775,703 at 4% or $1,850,469 at 6%; with 50% employer match about $1,850,469 at 4% or $1,233,646 at 6%; with 100% employer match about $1,387,852 at 4% or $925,234 at 6%.
Anex Sc 401(K) Profit Sharing Plan-29$44,135,534$2,417,816$83,373iApproximate average salary by contribution assumption: employee only about $2,084,324 at 4% or $1,389,549 at 6%; with 50% employer match about $1,389,549 at 4% or $926,366 at 6%; with 100% employer match about $1,042,162 at 4% or $694,775 at 6%.
Anex, S.C. Cash Balance Plan-19$3,376,820$802,000$42,211iApproximate average salary by contribution assumption: employee only about $1,055,263 at 4% or $703,509 at 6%; with 50% employer match about $703,509 at 4% or $469,006 at 6%; with 100% employer match about $527,632 at 4% or $351,754 at 6%.
2020225$39,757,051$2,211,701$88,468iApproximate average salary by contribution assumption: employee only about $2,211,701 at 4% or $1,474,467 at 6%; with 50% employer match about $1,474,467 at 4% or $982,978 at 6%; with 100% employer match about $1,105,851 at 4% or $737,234 at 6%.
Anex Sc 401(K) Profit Sharing Plan-25$36,925,166$1,600,901$64,036iApproximate average salary by contribution assumption: employee only about $1,600,901 at 4% or $1,067,267 at 6%; with 50% employer match about $1,067,267 at 4% or $711,512 at 6%; with 100% employer match about $800,451 at 4% or $533,634 at 6%.
Anex, S.C. Cash Balance Plan-19$2,831,885$610,800$32,147iApproximate average salary by contribution assumption: employee only about $803,684 at 4% or $535,789 at 6%; with 50% employer match about $535,789 at 4% or $357,193 at 6%; with 100% employer match about $401,842 at 4% or $267,895 at 6%.
2019225$34,991,449$2,255,960$90,238iApproximate average salary by contribution assumption: employee only about $2,255,960 at 4% or $1,503,973 at 6%; with 50% employer match about $1,503,973 at 4% or $1,002,649 at 6%; with 100% employer match about $1,127,980 at 4% or $751,987 at 6%.
Anex Sc 401(K) Profit Sharing Plan-25$31,980,036$1,534,960$61,398iApproximate average salary by contribution assumption: employee only about $1,534,960 at 4% or $1,023,307 at 6%; with 50% employer match about $1,023,307 at 4% or $682,204 at 6%; with 100% employer match about $767,480 at 4% or $511,653 at 6%.
Anex, S.C. Cash Balance Plan-19$3,011,413$721,000$37,947iApproximate average salary by contribution assumption: employee only about $948,684 at 4% or $632,456 at 6%; with 50% employer match about $632,456 at 4% or $421,637 at 6%; with 100% employer match about $474,342 at 4% or $316,228 at 6%.
2018223$28,829,980$2,006,936$87,258iApproximate average salary by contribution assumption: employee only about $2,181,452 at 4% or $1,454,301 at 6%; with 50% employer match about $1,454,301 at 4% or $969,534 at 6%; with 100% employer match about $1,090,726 at 4% or $727,151 at 6%.
Anex Sc 401(K) Profit Sharing Plan-23$25,597,998$1,375,636$59,810iApproximate average salary by contribution assumption: employee only about $1,495,257 at 4% or $996,838 at 6%; with 50% employer match about $996,838 at 4% or $664,558 at 6%; with 100% employer match about $747,628 at 4% or $498,419 at 6%.
Anex, S.C. Cash Balance Plan-17$3,231,982$631,300$37,135iApproximate average salary by contribution assumption: employee only about $928,382 at 4% or $618,922 at 6%; with 50% employer match about $618,922 at 4% or $412,614 at 6%; with 100% employer match about $464,191 at 4% or $309,461 at 6%.
2017225$29,735,732$2,004,364$80,175iApproximate average salary by contribution assumption: employee only about $2,004,364 at 4% or $1,336,243 at 6%; with 50% employer match about $1,336,243 at 4% or $890,828 at 6%; with 100% employer match about $1,002,182 at 4% or $668,121 at 6%.
Anex Sc 401(K) Profit Sharing Plan-25$27,090,056$1,379,364$55,175iApproximate average salary by contribution assumption: employee only about $1,379,364 at 4% or $919,576 at 6%; with 50% employer match about $919,576 at 4% or $613,051 at 6%; with 100% employer match about $689,682 at 4% or $459,788 at 6%.
Anex, S.C. Cash Balance Plan-16$2,645,676$625,000$39,063iApproximate average salary by contribution assumption: employee only about $976,563 at 4% or $651,042 at 6%; with 50% employer match about $651,042 at 4% or $434,028 at 6%; with 100% employer match about $488,281 at 4% or $325,521 at 6%.
2016222$24,876,473$1,887,785$85,808iApproximate average salary by contribution assumption: employee only about $2,145,210 at 4% or $1,430,140 at 6%; with 50% employer match about $1,430,140 at 4% or $953,427 at 6%; with 100% employer match about $1,072,605 at 4% or $715,070 at 6%.
Anex Sc 401(K) Profit Sharing Plan-22$22,743,122$1,262,785$57,399iApproximate average salary by contribution assumption: employee only about $1,434,983 at 4% or $956,655 at 6%; with 50% employer match about $956,655 at 4% or $637,770 at 6%; with 100% employer match about $717,491 at 4% or $478,328 at 6%.
Anex, S.C. Cash Balance Plan-17$2,133,351$625,000$36,765iApproximate average salary by contribution assumption: employee only about $919,118 at 4% or $612,745 at 6%; with 50% employer match about $612,745 at 4% or $408,497 at 6%; with 100% employer match about $459,559 at 4% or $306,373 at 6%.
2015224$23,118,292$2,087,970$86,999iApproximate average salary by contribution assumption: employee only about $2,174,969 at 4% or $1,449,979 at 6%; with 50% employer match about $1,449,979 at 4% or $966,653 at 6%; with 100% employer match about $1,087,484 at 4% or $724,990 at 6%.
Anex Sc 401(K) Profit Sharing Plan-24$21,651,472$1,347,970$56,165iApproximate average salary by contribution assumption: employee only about $1,404,135 at 4% or $936,090 at 6%; with 50% employer match about $936,090 at 4% or $624,060 at 6%; with 100% employer match about $702,068 at 4% or $468,045 at 6%.
Anex, S.C. Cash Balance Plan-18$1,466,820$740,000$41,111iApproximate average salary by contribution assumption: employee only about $1,027,778 at 4% or $685,185 at 6%; with 50% employer match about $685,185 at 4% or $456,790 at 6%; with 100% employer match about $513,889 at 4% or $342,593 at 6%.
2014225$21,162,614$2,085,431$83,417iApproximate average salary by contribution assumption: employee only about $2,085,431 at 4% or $1,390,287 at 6%; with 50% employer match about $1,390,287 at 4% or $926,858 at 6%; with 100% employer match about $1,042,716 at 4% or $695,144 at 6%.
Anex Sc 401(K) Profit Sharing Plan-25$20,423,233$1,345,431$53,817iApproximate average salary by contribution assumption: employee only about $1,345,431 at 4% or $896,954 at 6%; with 50% employer match about $896,954 at 4% or $597,969 at 6%; with 100% employer match about $672,716 at 4% or $448,477 at 6%.
Anex, S.C. Cash Balance Plan-18$739,381$740,000$41,111iApproximate average salary by contribution assumption: employee only about $1,027,778 at 4% or $685,185 at 6%; with 50% employer match about $685,185 at 4% or $456,790 at 6%; with 100% employer match about $513,889 at 4% or $342,593 at 6%.
2013124$17,912,356$1,279,500$53,313iApproximate average salary by contribution assumption: employee only about $1,332,813 at 4% or $888,542 at 6%; with 50% employer match about $888,542 at 4% or $592,361 at 6%; with 100% employer match about $666,406 at 4% or $444,271 at 6%.
Anex Sc 401(K) Profit Sharing Plan-24$17,912,356$1,279,500$53,313iApproximate average salary by contribution assumption: employee only about $1,332,813 at 4% or $888,542 at 6%; with 50% employer match about $888,542 at 4% or $592,361 at 6%; with 100% employer match about $666,406 at 4% or $444,271 at 6%.
2012125$14,418,234$1,315,500$52,620iApproximate average salary by contribution assumption: employee only about $1,315,500 at 4% or $877,000 at 6%; with 50% employer match about $877,000 at 4% or $584,667 at 6%; with 100% employer match about $657,750 at 4% or $438,500 at 6%.
Anex Sc 401(K) Profit Sharing Plan-25$14,418,234$1,315,500$52,620iApproximate average salary by contribution assumption: employee only about $1,315,500 at 4% or $877,000 at 6%; with 50% employer match about $877,000 at 4% or $584,667 at 6%; with 100% employer match about $657,750 at 4% or $438,500 at 6%.
2011125$12,786,105$1,274,500$50,980iApproximate average salary by contribution assumption: employee only about $1,274,500 at 4% or $849,667 at 6%; with 50% employer match about $849,667 at 4% or $566,444 at 6%; with 100% employer match about $637,250 at 4% or $424,833 at 6%.
Anex Sc 401(K) Profit Sharing Plan-25$12,786,105$1,274,500$50,980iApproximate average salary by contribution assumption: employee only about $1,274,500 at 4% or $849,667 at 6%; with 50% employer match about $849,667 at 4% or $566,444 at 6%; with 100% employer match about $637,250 at 4% or $424,833 at 6%.
2010126$12,181,391$1,302,237$50,086iApproximate average salary by contribution assumption: employee only about $1,252,151 at 4% or $834,767 at 6%; with 50% employer match about $834,767 at 4% or $556,512 at 6%; with 100% employer match about $626,075 at 4% or $417,384 at 6%.
Anex Sc 401(K) Profit Sharing Plan-26$12,181,391$1,302,237$50,086iApproximate average salary by contribution assumption: employee only about $1,252,151 at 4% or $834,767 at 6%; with 50% employer match about $834,767 at 4% or $556,512 at 6%; with 100% employer match about $626,075 at 4% or $417,384 at 6%.
2009125$9,588,422$1,299,317$51,973iApproximate average salary by contribution assumption: employee only about $1,299,317 at 4% or $866,211 at 6%; with 50% employer match about $866,211 at 4% or $577,474 at 6%; with 100% employer match about $649,659 at 4% or $433,106 at 6%.
Anex Sc 401(K) Profit Sharing Plan-25$9,588,422$1,299,317$51,973iApproximate average salary by contribution assumption: employee only about $1,299,317 at 4% or $866,211 at 6%; with 50% employer match about $866,211 at 4% or $577,474 at 6%; with 100% employer match about $649,659 at 4% or $433,106 at 6%.
2008125$6,939,694$1,184,500$47,380iApproximate average salary by contribution assumption: employee only about $1,184,500 at 4% or $789,667 at 6%; with 50% employer match about $789,667 at 4% or $526,444 at 6%; with 100% employer match about $592,250 at 4% or $394,833 at 6%.
Anex Sc 401(K) Profit Sharing Plan-25$6,939,694$1,184,500$47,380iApproximate average salary by contribution assumption: employee only about $1,184,500 at 4% or $789,667 at 6%; with 50% employer match about $789,667 at 4% or $526,444 at 6%; with 100% employer match about $592,250 at 4% or $394,833 at 6%.
2007120$0$0-
Anex Sc 401(K) Profit Sharing Plan-20---
2006120$7,038,948$886,336$44,317iApproximate average salary by contribution assumption: employee only about $1,107,920 at 4% or $738,613 at 6%; with 50% employer match about $738,613 at 4% or $492,409 at 6%; with 100% employer match about $553,960 at 4% or $369,307 at 6%.
Anex Sc 401(K) Profit Sharing Plan-20$7,038,948$886,336$44,317iApproximate average salary by contribution assumption: employee only about $1,107,920 at 4% or $738,613 at 6%; with 50% employer match about $738,613 at 4% or $492,409 at 6%; with 100% employer match about $553,960 at 4% or $369,307 at 6%.
2005120$5,647,967$814,139$40,707iApproximate average salary by contribution assumption: employee only about $1,017,674 at 4% or $678,449 at 6%; with 50% employer match about $678,449 at 4% or $452,299 at 6%; with 100% employer match about $508,837 at 4% or $339,225 at 6%.
Anex Sc 401(K) Profit Sharing Plan-20$5,647,967$814,139$40,707iApproximate average salary by contribution assumption: employee only about $1,017,674 at 4% or $678,449 at 6%; with 50% employer match about $678,449 at 4% or $452,299 at 6%; with 100% employer match about $508,837 at 4% or $339,225 at 6%.
2004119$0$0-
Anex Sc 401(K) Profit Sharing Plan-19---
2003121$3,835,321$808,331$38,492iApproximate average salary by contribution assumption: employee only about $962,299 at 4% or $641,533 at 6%; with 50% employer match about $641,533 at 4% or $427,688 at 6%; with 100% employer match about $481,149 at 4% or $320,766 at 6%.
Anex Sc 401(K) Profit Sharing Plan-21$3,835,321$808,331$38,492iApproximate average salary by contribution assumption: employee only about $962,299 at 4% or $641,533 at 6%; with 50% employer match about $641,533 at 4% or $427,688 at 6%; with 100% employer match about $481,149 at 4% or $320,766 at 6%.
2002120$2,315,729$774,740$38,737iApproximate average salary by contribution assumption: employee only about $968,425 at 4% or $645,617 at 6%; with 50% employer match about $645,617 at 4% or $430,411 at 6%; with 100% employer match about $484,213 at 4% or $322,808 at 6%.
Anex Sc 401(K) Profit Sharing Plan-20$2,315,729$774,740$38,737iApproximate average salary by contribution assumption: employee only about $968,425 at 4% or $645,617 at 6%; with 50% employer match about $645,617 at 4% or $430,411 at 6%; with 100% employer match about $484,213 at 4% or $322,808 at 6%.
2001116$0$0-
Anex Sc 401(K) Profit Sharing Plan-16---
2000114$1,997,462$390,000$27,857iApproximate average salary by contribution assumption: employee only about $696,429 at 4% or $464,286 at 6%; with 50% employer match about $464,286 at 4% or $309,524 at 6%; with 100% employer match about $348,214 at 4% or $232,143 at 6%.
Anex Sc 401(K) Profit Sharing Plan-14$1,997,462$390,000$27,857iApproximate average salary by contribution assumption: employee only about $696,429 at 4% or $464,286 at 6%; with 50% employer match about $464,286 at 4% or $309,524 at 6%; with 100% employer match about $348,214 at 4% or $232,143 at 6%.