Civic Intelligence

Drs. Massaro & Kalenak, Sc

Plan context: Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan

EIN 39-1848484 • Milwaukee, WI • 30 filings • 3 plans

2600 N Mayfair Rd Ste 600Milwaukee, WI 53226-1374
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,744,613

2024 Contributions

$7,082

Historical Graphs

Total Assets Over Time

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

$4,119,062$2,059,531$0200020132023YearValue
$2,744,613Latest year 2023

Participants Over Time

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

1160200020122023YearValue
9Latest year 2023

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
202410$0$7,082-
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-0$0$7,082-
202319$2,744,613$88,184$9,798iApproximate average salary by contribution assumption: employee only about $244,956 at 4% or $163,304 at 6%; with 50% employer match about $163,304 at 4% or $108,869 at 6%; with 100% employer match about $122,478 at 4% or $81,652 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-9$2,744,613$88,184$9,798iApproximate average salary by contribution assumption: employee only about $244,956 at 4% or $163,304 at 6%; with 50% employer match about $163,304 at 4% or $108,869 at 6%; with 100% employer match about $122,478 at 4% or $81,652 at 6%.
202218$2,359,102$151,104$18,888iApproximate average salary by contribution assumption: employee only about $472,200 at 4% or $314,800 at 6%; with 50% employer match about $314,800 at 4% or $209,867 at 6%; with 100% employer match about $236,100 at 4% or $157,400 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-8$2,359,102$151,104$18,888iApproximate average salary by contribution assumption: employee only about $472,200 at 4% or $314,800 at 6%; with 50% employer match about $314,800 at 4% or $209,867 at 6%; with 100% employer match about $236,100 at 4% or $157,400 at 6%.
202119$2,742,636$144,770$16,086iApproximate average salary by contribution assumption: employee only about $402,139 at 4% or $268,093 at 6%; with 50% employer match about $268,093 at 4% or $178,728 at 6%; with 100% employer match about $201,069 at 4% or $134,046 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-9$2,742,636$144,770$16,086iApproximate average salary by contribution assumption: employee only about $402,139 at 4% or $268,093 at 6%; with 50% employer match about $268,093 at 4% or $178,728 at 6%; with 100% employer match about $201,069 at 4% or $134,046 at 6%.
202019$2,176,426$142,488$15,832iApproximate average salary by contribution assumption: employee only about $395,800 at 4% or $263,867 at 6%; with 50% employer match about $263,867 at 4% or $175,911 at 6%; with 100% employer match about $197,900 at 4% or $131,933 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-9$2,176,426$142,488$15,832iApproximate average salary by contribution assumption: employee only about $395,800 at 4% or $263,867 at 6%; with 50% employer match about $263,867 at 4% or $175,911 at 6%; with 100% employer match about $197,900 at 4% or $131,933 at 6%.
201918$1,822,330$129,331$16,166iApproximate average salary by contribution assumption: employee only about $404,159 at 4% or $269,440 at 6%; with 50% employer match about $269,440 at 4% or $179,626 at 6%; with 100% employer match about $202,080 at 4% or $134,720 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-8$1,822,330$129,331$16,166iApproximate average salary by contribution assumption: employee only about $404,159 at 4% or $269,440 at 6%; with 50% employer match about $269,440 at 4% or $179,626 at 6%; with 100% employer match about $202,080 at 4% or $134,720 at 6%.
201818$1,368,934$126,467$15,808iApproximate average salary by contribution assumption: employee only about $395,209 at 4% or $263,473 at 6%; with 50% employer match about $263,473 at 4% or $175,649 at 6%; with 100% employer match about $197,605 at 4% or $131,736 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-8$1,368,934$126,467$15,808iApproximate average salary by contribution assumption: employee only about $395,209 at 4% or $263,473 at 6%; with 50% employer match about $263,473 at 4% or $175,649 at 6%; with 100% employer match about $197,605 at 4% or $131,736 at 6%.
201717$1,338,787$131,193$18,742iApproximate average salary by contribution assumption: employee only about $468,546 at 4% or $312,364 at 6%; with 50% employer match about $312,364 at 4% or $208,243 at 6%; with 100% employer match about $234,273 at 4% or $156,182 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-7$1,338,787$131,193$18,742iApproximate average salary by contribution assumption: employee only about $468,546 at 4% or $312,364 at 6%; with 50% employer match about $312,364 at 4% or $208,243 at 6%; with 100% employer match about $234,273 at 4% or $156,182 at 6%.
201616$1,034,998$128,294$21,382iApproximate average salary by contribution assumption: employee only about $534,558 at 4% or $356,372 at 6%; with 50% employer match about $356,372 at 4% or $237,581 at 6%; with 100% employer match about $267,279 at 4% or $178,186 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-6$1,034,998$128,294$21,382iApproximate average salary by contribution assumption: employee only about $534,558 at 4% or $356,372 at 6%; with 50% employer match about $356,372 at 4% or $237,581 at 6%; with 100% employer match about $267,279 at 4% or $178,186 at 6%.
201517$841,700$131,814$18,831iApproximate average salary by contribution assumption: employee only about $470,764 at 4% or $313,843 at 6%; with 50% employer match about $313,843 at 4% or $209,229 at 6%; with 100% employer match about $235,382 at 4% or $156,921 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-7$841,700$131,814$18,831iApproximate average salary by contribution assumption: employee only about $470,764 at 4% or $313,843 at 6%; with 50% employer match about $313,843 at 4% or $209,229 at 6%; with 100% employer match about $235,382 at 4% or $156,921 at 6%.
201418$738,111$130,459$16,307iApproximate average salary by contribution assumption: employee only about $407,684 at 4% or $271,790 at 6%; with 50% employer match about $271,790 at 4% or $181,193 at 6%; with 100% employer match about $203,842 at 4% or $135,895 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-8$738,111$130,459$16,307iApproximate average salary by contribution assumption: employee only about $407,684 at 4% or $271,790 at 6%; with 50% employer match about $271,790 at 4% or $181,193 at 6%; with 100% employer match about $203,842 at 4% or $135,895 at 6%.
201318$558,465$127,667$15,958iApproximate average salary by contribution assumption: employee only about $398,959 at 4% or $265,973 at 6%; with 50% employer match about $265,973 at 4% or $177,315 at 6%; with 100% employer match about $199,480 at 4% or $132,986 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-8$558,465$127,667$15,958iApproximate average salary by contribution assumption: employee only about $398,959 at 4% or $265,973 at 6%; with 50% employer match about $265,973 at 4% or $177,315 at 6%; with 100% employer match about $199,480 at 4% or $132,986 at 6%.
2012210$391,803$138,031$13,803iApproximate average salary by contribution assumption: employee only about $345,078 at 4% or $230,052 at 6%; with 50% employer match about $230,052 at 4% or $153,368 at 6%; with 100% employer match about $172,539 at 4% or $115,026 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-10$391,803$138,031$13,803iApproximate average salary by contribution assumption: employee only about $345,078 at 4% or $230,052 at 6%; with 50% employer match about $230,052 at 4% or $153,368 at 6%; with 100% employer match about $172,539 at 4% or $115,026 at 6%.
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-0$0$0-
2011211$4,119,062$125,967$11,452iApproximate average salary by contribution assumption: employee only about $286,289 at 4% or $190,859 at 6%; with 50% employer match about $190,859 at 4% or $127,239 at 6%; with 100% employer match about $143,144 at 4% or $95,430 at 6%.
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-11$3,897,765$0-
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-11$221,297$125,967$11,452iApproximate average salary by contribution assumption: employee only about $286,289 at 4% or $190,859 at 6%; with 50% employer match about $190,859 at 4% or $127,239 at 6%; with 100% employer match about $143,144 at 4% or $95,430 at 6%.
2010211$3,737,832$465,752$42,341iApproximate average salary by contribution assumption: employee only about $1,058,527 at 4% or $705,685 at 6%; with 50% employer match about $705,685 at 4% or $470,457 at 6%; with 100% employer match about $529,264 at 4% or $352,842 at 6%.
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-11$3,652,503$381,500$34,682iApproximate average salary by contribution assumption: employee only about $867,045 at 4% or $578,030 at 6%; with 50% employer match about $578,030 at 4% or $385,354 at 6%; with 100% employer match about $433,523 at 4% or $289,015 at 6%.
Drs. Massaro & Kalenak, Sc 401(K) Profit Sharing Plan-11$85,329$84,252$7,659iApproximate average salary by contribution assumption: employee only about $191,482 at 4% or $127,655 at 6%; with 50% employer match about $127,655 at 4% or $85,103 at 6%; with 100% employer match about $95,741 at 4% or $63,827 at 6%.
2009110$2,846,284$670,573$67,057iApproximate average salary by contribution assumption: employee only about $1,676,433 at 4% or $1,117,622 at 6%; with 50% employer match about $1,117,622 at 4% or $745,081 at 6%; with 100% employer match about $838,216 at 4% or $558,811 at 6%.
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-10$2,846,284$670,573$67,057iApproximate average salary by contribution assumption: employee only about $1,676,433 at 4% or $1,117,622 at 6%; with 50% employer match about $1,117,622 at 4% or $745,081 at 6%; with 100% employer match about $838,216 at 4% or $558,811 at 6%.
200818$0$0-
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-8---
200719$0$0-
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-9---
200618$1,384,011$307,594$38,449iApproximate average salary by contribution assumption: employee only about $961,231 at 4% or $640,821 at 6%; with 50% employer match about $640,821 at 4% or $427,214 at 6%; with 100% employer match about $480,616 at 4% or $320,410 at 6%.
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-8$1,384,011$307,594$38,449iApproximate average salary by contribution assumption: employee only about $961,231 at 4% or $640,821 at 6%; with 50% employer match about $640,821 at 4% or $427,214 at 6%; with 100% employer match about $480,616 at 4% or $320,410 at 6%.
200518$995,024$247,654$30,957iApproximate average salary by contribution assumption: employee only about $773,919 at 4% or $515,946 at 6%; with 50% employer match about $515,946 at 4% or $343,964 at 6%; with 100% employer match about $386,959 at 4% or $257,973 at 6%.
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-8$995,024$247,654$30,957iApproximate average salary by contribution assumption: employee only about $773,919 at 4% or $515,946 at 6%; with 50% employer match about $515,946 at 4% or $343,964 at 6%; with 100% employer match about $386,959 at 4% or $257,973 at 6%.
200418$734,192$248,180$31,023iApproximate average salary by contribution assumption: employee only about $775,563 at 4% or $517,042 at 6%; with 50% employer match about $517,042 at 4% or $344,694 at 6%; with 100% employer match about $387,781 at 4% or $258,521 at 6%.
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-8$734,192$248,180$31,023iApproximate average salary by contribution assumption: employee only about $775,563 at 4% or $517,042 at 6%; with 50% employer match about $517,042 at 4% or $344,694 at 6%; with 100% employer match about $387,781 at 4% or $258,521 at 6%.
2003211$0$0-
Drs. Massaro & Kalenak, Sc Money Purchase Pension Plan-0---
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-11---
200227$208,660$95,108$13,587iApproximate average salary by contribution assumption: employee only about $339,671 at 4% or $226,448 at 6%; with 50% employer match about $226,448 at 4% or $150,965 at 6%; with 100% employer match about $169,836 at 4% or $113,224 at 6%.
Drs. Massaro & Kalenak, Sc Money Purchase Pension Plan-7$208,660$95,108$13,587iApproximate average salary by contribution assumption: employee only about $339,671 at 4% or $226,448 at 6%; with 50% employer match about $226,448 at 4% or $150,965 at 6%; with 100% employer match about $169,836 at 4% or $113,224 at 6%.
DRS. MASSARO & KALENAK, SC CASH BALANCE PENSION PLAN AND TRUST-7---
200116$137,937$82,061$13,677iApproximate average salary by contribution assumption: employee only about $341,921 at 4% or $227,947 at 6%; with 50% employer match about $227,947 at 4% or $151,965 at 6%; with 100% employer match about $170,960 at 4% or $113,974 at 6%.
Drs. Massaro & Kalenak, Sc Money Purchase Pension Plan-6$137,937$82,061$13,677iApproximate average salary by contribution assumption: employee only about $341,921 at 4% or $227,947 at 6%; with 50% employer match about $227,947 at 4% or $151,965 at 6%; with 100% employer match about $170,960 at 4% or $113,974 at 6%.
200015$66,434$66,434$13,287iApproximate average salary by contribution assumption: employee only about $332,170 at 4% or $221,447 at 6%; with 50% employer match about $221,447 at 4% or $147,631 at 6%; with 100% employer match about $166,085 at 4% or $110,723 at 6%.
Drs. Massaro & Kalenak, Sc Money Purchase Pension Plan-5$66,434$66,434$13,287iApproximate average salary by contribution assumption: employee only about $332,170 at 4% or $221,447 at 6%; with 50% employer match about $221,447 at 4% or $147,631 at 6%; with 100% employer match about $166,085 at 4% or $110,723 at 6%.