Civic Intelligence

Gilbert R. Sandgren & Associates, Sc

Plan context: Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc

EIN 39-1870228 • Green Bay, WI • 21 filings • 5 plans

130 E. Walnut StreetSuite 403Green Bay, WI 54301
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$542,797

2019 Contributions

$10,354

Historical Graphs

Total Assets Over Time

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

$569,455$284,728$0199920092018YearValue
$542,797Latest year 2018

Participants Over Time

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

320199920092018YearValue
3Latest 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
201910$0$0-
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-0---
201813$542,797$0-
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-3$542,797--
201713$569,455$10,354$3,451iApproximate average salary by contribution assumption: employee only about $86,283 at 4% or $57,522 at 6%; with 50% employer match about $57,522 at 4% or $38,348 at 6%; with 100% employer match about $43,142 at 4% or $28,761 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-3$569,455$10,354$3,451iApproximate average salary by contribution assumption: employee only about $86,283 at 4% or $57,522 at 6%; with 50% employer match about $57,522 at 4% or $38,348 at 6%; with 100% employer match about $43,142 at 4% or $28,761 at 6%.
201613$466,397$9,302$3,101iApproximate average salary by contribution assumption: employee only about $77,517 at 4% or $51,678 at 6%; with 50% employer match about $51,678 at 4% or $34,452 at 6%; with 100% employer match about $38,758 at 4% or $25,839 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-3$466,397$9,302$3,101iApproximate average salary by contribution assumption: employee only about $77,517 at 4% or $51,678 at 6%; with 50% employer match about $51,678 at 4% or $34,452 at 6%; with 100% employer match about $38,758 at 4% or $25,839 at 6%.
201512$405,845$7,736$3,868iApproximate average salary by contribution assumption: employee only about $96,700 at 4% or $64,467 at 6%; with 50% employer match about $64,467 at 4% or $42,978 at 6%; with 100% employer match about $48,350 at 4% or $32,233 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$405,845$7,736$3,868iApproximate average salary by contribution assumption: employee only about $96,700 at 4% or $64,467 at 6%; with 50% employer match about $64,467 at 4% or $42,978 at 6%; with 100% employer match about $48,350 at 4% or $32,233 at 6%.
201412$395,613$7,947$3,974iApproximate average salary by contribution assumption: employee only about $99,338 at 4% or $66,225 at 6%; with 50% employer match about $66,225 at 4% or $44,150 at 6%; with 100% employer match about $49,669 at 4% or $33,113 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$395,613$7,947$3,974iApproximate average salary by contribution assumption: employee only about $99,338 at 4% or $66,225 at 6%; with 50% employer match about $66,225 at 4% or $44,150 at 6%; with 100% employer match about $49,669 at 4% or $33,113 at 6%.
201312$352,707$7,187$3,594iApproximate average salary by contribution assumption: employee only about $89,838 at 4% or $59,892 at 6%; with 50% employer match about $59,892 at 4% or $39,928 at 6%; with 100% employer match about $44,919 at 4% or $29,946 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$352,707$7,187$3,594iApproximate average salary by contribution assumption: employee only about $89,838 at 4% or $59,892 at 6%; with 50% employer match about $59,892 at 4% or $39,928 at 6%; with 100% employer match about $44,919 at 4% or $29,946 at 6%.
201213$293,720$1,964$655iApproximate average salary by contribution assumption: employee only about $16,367 at 4% or $10,911 at 6%; with 50% employer match about $10,911 at 4% or $7,274 at 6%; with 100% employer match about $8,183 at 4% or $5,456 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-3$293,720$1,964$655iApproximate average salary by contribution assumption: employee only about $16,367 at 4% or $10,911 at 6%; with 50% employer match about $10,911 at 4% or $7,274 at 6%; with 100% employer match about $8,183 at 4% or $5,456 at 6%.
201113$270,347$10,687$3,562iApproximate average salary by contribution assumption: employee only about $89,058 at 4% or $59,372 at 6%; with 50% employer match about $59,372 at 4% or $39,581 at 6%; with 100% employer match about $44,529 at 4% or $29,686 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-3$270,347$10,687$3,562iApproximate average salary by contribution assumption: employee only about $89,058 at 4% or $59,372 at 6%; with 50% employer match about $59,372 at 4% or $39,581 at 6%; with 100% employer match about $44,529 at 4% or $29,686 at 6%.
201013$252,117$16,090$5,363iApproximate average salary by contribution assumption: employee only about $134,083 at 4% or $89,389 at 6%; with 50% employer match about $89,389 at 4% or $59,593 at 6%; with 100% employer match about $67,042 at 4% or $44,694 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-3$252,117$16,090$5,363iApproximate average salary by contribution assumption: employee only about $134,083 at 4% or $89,389 at 6%; with 50% employer match about $89,389 at 4% or $59,593 at 6%; with 100% employer match about $67,042 at 4% or $44,694 at 6%.
200912$204,114$10,016$5,008iApproximate average salary by contribution assumption: employee only about $125,200 at 4% or $83,467 at 6%; with 50% employer match about $83,467 at 4% or $55,644 at 6%; with 100% employer match about $62,600 at 4% or $41,733 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$204,114$10,016$5,008iApproximate average salary by contribution assumption: employee only about $125,200 at 4% or $83,467 at 6%; with 50% employer match about $83,467 at 4% or $55,644 at 6%; with 100% employer match about $62,600 at 4% or $41,733 at 6%.
200812$172,235$10,728$5,364iApproximate average salary by contribution assumption: employee only about $134,100 at 4% or $89,400 at 6%; with 50% employer match about $89,400 at 4% or $59,600 at 6%; with 100% employer match about $67,050 at 4% or $44,700 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$172,235$10,728$5,364iApproximate average salary by contribution assumption: employee only about $134,100 at 4% or $89,400 at 6%; with 50% employer match about $89,400 at 4% or $59,600 at 6%; with 100% employer match about $67,050 at 4% or $44,700 at 6%.
200712$313,281$11,698$5,849iApproximate average salary by contribution assumption: employee only about $146,225 at 4% or $97,483 at 6%; with 50% employer match about $97,483 at 4% or $64,989 at 6%; with 100% employer match about $73,113 at 4% or $48,742 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$313,281$11,698$5,849iApproximate average salary by contribution assumption: employee only about $146,225 at 4% or $97,483 at 6%; with 50% employer match about $97,483 at 4% or $64,989 at 6%; with 100% employer match about $73,113 at 4% or $48,742 at 6%.
200612$290,578$8,775$4,388iApproximate average salary by contribution assumption: employee only about $109,688 at 4% or $73,125 at 6%; with 50% employer match about $73,125 at 4% or $48,750 at 6%; with 100% employer match about $54,844 at 4% or $36,563 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$290,578$8,775$4,388iApproximate average salary by contribution assumption: employee only about $109,688 at 4% or $73,125 at 6%; with 50% employer match about $73,125 at 4% or $48,750 at 6%; with 100% employer match about $54,844 at 4% or $36,563 at 6%.
200512$0$9,102$4,551iApproximate average salary by contribution assumption: employee only about $113,775 at 4% or $75,850 at 6%; with 50% employer match about $75,850 at 4% or $50,567 at 6%; with 100% employer match about $56,888 at 4% or $37,925 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2-$9,102$4,551iApproximate average salary by contribution assumption: employee only about $113,775 at 4% or $75,850 at 6%; with 50% employer match about $75,850 at 4% or $50,567 at 6%; with 100% employer match about $56,888 at 4% or $37,925 at 6%.
200412$226,828$8,484$4,242iApproximate average salary by contribution assumption: employee only about $106,050 at 4% or $70,700 at 6%; with 50% employer match about $70,700 at 4% or $47,133 at 6%; with 100% employer match about $53,025 at 4% or $35,350 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$226,828$8,484$4,242iApproximate average salary by contribution assumption: employee only about $106,050 at 4% or $70,700 at 6%; with 50% employer match about $70,700 at 4% or $47,133 at 6%; with 100% employer match about $53,025 at 4% or $35,350 at 6%.
200313$190,456$11,568$3,856iApproximate average salary by contribution assumption: employee only about $96,400 at 4% or $64,267 at 6%; with 50% employer match about $64,267 at 4% or $42,844 at 6%; with 100% employer match about $48,200 at 4% or $32,133 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-3$190,456$11,568$3,856iApproximate average salary by contribution assumption: employee only about $96,400 at 4% or $64,267 at 6%; with 50% employer match about $64,267 at 4% or $42,844 at 6%; with 100% employer match about $48,200 at 4% or $32,133 at 6%.
200213$142,814$13,705$4,568iApproximate average salary by contribution assumption: employee only about $114,208 at 4% or $76,139 at 6%; with 50% employer match about $76,139 at 4% or $50,759 at 6%; with 100% employer match about $57,104 at 4% or $38,069 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-3$142,814$13,705$4,568iApproximate average salary by contribution assumption: employee only about $114,208 at 4% or $76,139 at 6%; with 50% employer match about $76,139 at 4% or $50,759 at 6%; with 100% employer match about $57,104 at 4% or $38,069 at 6%.
200112$155,563$10,598$5,299iApproximate average salary by contribution assumption: employee only about $132,475 at 4% or $88,317 at 6%; with 50% employer match about $88,317 at 4% or $58,878 at 6%; with 100% employer match about $66,238 at 4% or $44,158 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$155,563$10,598$5,299iApproximate average salary by contribution assumption: employee only about $132,475 at 4% or $88,317 at 6%; with 50% employer match about $88,317 at 4% or $58,878 at 6%; with 100% employer match about $66,238 at 4% or $44,158 at 6%.
200012$143,667$10,753$5,377iApproximate average salary by contribution assumption: employee only about $134,413 at 4% or $89,608 at 6%; with 50% employer match about $89,608 at 4% or $59,739 at 6%; with 100% employer match about $67,206 at 4% or $44,804 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$143,667$10,753$5,377iApproximate average salary by contribution assumption: employee only about $134,413 at 4% or $89,608 at 6%; with 50% employer match about $89,608 at 4% or $59,739 at 6%; with 100% employer match about $67,206 at 4% or $44,804 at 6%.
199912$130,828$10,946$5,473iApproximate average salary by contribution assumption: employee only about $136,825 at 4% or $91,217 at 6%; with 50% employer match about $91,217 at 4% or $60,811 at 6%; with 100% employer match about $68,413 at 4% or $45,608 at 6%.
Baird Self Directed Pension/Profit Sharing Plan and Trust as Adopted by Gilbert R. Shandgren & Associates, Sc-2$130,828$10,946$5,473iApproximate average salary by contribution assumption: employee only about $136,825 at 4% or $91,217 at 6%; with 50% employer match about $91,217 at 4% or $60,811 at 6%; with 100% employer match about $68,413 at 4% or $45,608 at 6%.