E97 Inc. DBA Elevate97
Plan context: Elevate97 401(K) Retirement Plan
EIN 39-1915925 • Green Bay, WI • 17 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
95
2024 Assets
$4,514,725
2024 Contributions
$394,282
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 95 | $4,514,725 | $394,282 | $4,150iApproximate average salary by contribution assumption: employee only about $103,758 at 4% or $69,172 at 6%; with 50% employer match about $69,172 at 4% or $46,115 at 6%; with 100% employer match about $51,879 at 4% or $34,586 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 95 | $4,514,725 | $394,282 | $4,150iApproximate average salary by contribution assumption: employee only about $103,758 at 4% or $69,172 at 6%; with 50% employer match about $69,172 at 4% or $46,115 at 6%; with 100% employer match about $51,879 at 4% or $34,586 at 6%. |
| 2023 | 1 | 89 | $4,413,329 | $525,356 | $5,903iApproximate average salary by contribution assumption: employee only about $147,572 at 4% or $98,381 at 6%; with 50% employer match about $98,381 at 4% or $65,588 at 6%; with 100% employer match about $73,786 at 4% or $49,191 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 89 | $4,413,329 | $525,356 | $5,903iApproximate average salary by contribution assumption: employee only about $147,572 at 4% or $98,381 at 6%; with 50% employer match about $98,381 at 4% or $65,588 at 6%; with 100% employer match about $73,786 at 4% or $49,191 at 6%. |
| 2022 | 2 | 102 | $3,511,961 | $558,211 | $5,473iApproximate average salary by contribution assumption: employee only about $136,816 at 4% or $91,211 at 6%; with 50% employer match about $91,211 at 4% or $60,807 at 6%; with 100% employer match about $68,408 at 4% or $45,605 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 102 | $3,511,961 | $558,211 | $5,473iApproximate average salary by contribution assumption: employee only about $136,816 at 4% or $91,211 at 6%; with 50% employer match about $91,211 at 4% or $60,807 at 6%; with 100% employer match about $68,408 at 4% or $45,605 at 6%. |
| E97 Group Health Plan | - | 100 | - | - | - |
| 2021 | 2 | 110 | $3,647,900 | $381,018 | $3,464iApproximate average salary by contribution assumption: employee only about $86,595 at 4% or $57,730 at 6%; with 50% employer match about $57,730 at 4% or $38,487 at 6%; with 100% employer match about $43,298 at 4% or $28,865 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 97 | $3,647,900 | $381,018 | $3,928iApproximate average salary by contribution assumption: employee only about $98,201 at 4% or $65,467 at 6%; with 50% employer match about $65,467 at 4% or $43,645 at 6%; with 100% employer match about $49,100 at 4% or $32,734 at 6%. |
| E97 Group Health Plan | - | 110 | - | - | - |
| 2020 | 2 | 88 | $3,165,972 | $357,211 | $4,059iApproximate average salary by contribution assumption: employee only about $101,480 at 4% or $67,654 at 6%; with 50% employer match about $67,654 at 4% or $45,102 at 6%; with 100% employer match about $50,740 at 4% or $33,827 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 85 | $3,165,972 | $357,211 | $4,202iApproximate average salary by contribution assumption: employee only about $105,062 at 4% or $70,041 at 6%; with 50% employer match about $70,041 at 4% or $46,694 at 6%; with 100% employer match about $52,531 at 4% or $35,021 at 6%. |
| E97 Group Health Plan | - | 88 | - | - | - |
| 2019 | 1 | 93 | $2,768,744 | $1,439,114 | $15,474iApproximate average salary by contribution assumption: employee only about $386,859 at 4% or $257,906 at 6%; with 50% employer match about $257,906 at 4% or $171,937 at 6%; with 100% employer match about $193,429 at 4% or $128,953 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 93 | $2,768,744 | $1,439,114 | $15,474iApproximate average salary by contribution assumption: employee only about $386,859 at 4% or $257,906 at 6%; with 50% employer match about $257,906 at 4% or $171,937 at 6%; with 100% employer match about $193,429 at 4% or $128,953 at 6%. |
| 2018 | 1 | 61 | $1,254,340 | $238,136 | $3,904iApproximate average salary by contribution assumption: employee only about $97,597 at 4% or $65,064 at 6%; with 50% employer match about $65,064 at 4% or $43,376 at 6%; with 100% employer match about $48,798 at 4% or $32,532 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 61 | $1,254,340 | $238,136 | $3,904iApproximate average salary by contribution assumption: employee only about $97,597 at 4% or $65,064 at 6%; with 50% employer match about $65,064 at 4% or $43,376 at 6%; with 100% employer match about $48,798 at 4% or $32,532 at 6%. |
| 2017 | 1 | 61 | $1,185,679 | $238,224 | $3,905iApproximate average salary by contribution assumption: employee only about $97,633 at 4% or $65,089 at 6%; with 50% employer match about $65,089 at 4% or $43,392 at 6%; with 100% employer match about $48,816 at 4% or $32,544 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 61 | $1,185,679 | $238,224 | $3,905iApproximate average salary by contribution assumption: employee only about $97,633 at 4% or $65,089 at 6%; with 50% employer match about $65,089 at 4% or $43,392 at 6%; with 100% employer match about $48,816 at 4% or $32,544 at 6%. |
| 2016 | 1 | 61 | $990,561 | $249,222 | $4,086iApproximate average salary by contribution assumption: employee only about $102,140 at 4% or $68,093 at 6%; with 50% employer match about $68,093 at 4% or $45,396 at 6%; with 100% employer match about $51,070 at 4% or $34,047 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 61 | $990,561 | $249,222 | $4,086iApproximate average salary by contribution assumption: employee only about $102,140 at 4% or $68,093 at 6%; with 50% employer match about $68,093 at 4% or $45,396 at 6%; with 100% employer match about $51,070 at 4% or $34,047 at 6%. |
| 2015 | 1 | 54 | $844,740 | $274,399 | $5,081iApproximate average salary by contribution assumption: employee only about $127,037 at 4% or $84,691 at 6%; with 50% employer match about $84,691 at 4% or $56,461 at 6%; with 100% employer match about $63,518 at 4% or $42,346 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 54 | $844,740 | $274,399 | $5,081iApproximate average salary by contribution assumption: employee only about $127,037 at 4% or $84,691 at 6%; with 50% employer match about $84,691 at 4% or $56,461 at 6%; with 100% employer match about $63,518 at 4% or $42,346 at 6%. |
| 2014 | 1 | 44 | $834,095 | $225,486 | $5,125iApproximate average salary by contribution assumption: employee only about $128,117 at 4% or $85,411 at 6%; with 50% employer match about $85,411 at 4% or $56,941 at 6%; with 100% employer match about $64,059 at 4% or $42,706 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 44 | $834,095 | $225,486 | $5,125iApproximate average salary by contribution assumption: employee only about $128,117 at 4% or $85,411 at 6%; with 50% employer match about $85,411 at 4% or $56,941 at 6%; with 100% employer match about $64,059 at 4% or $42,706 at 6%. |
| 2013 | 1 | 36 | $606,712 | $176,746 | $4,910iApproximate average salary by contribution assumption: employee only about $122,740 at 4% or $81,827 at 6%; with 50% employer match about $81,827 at 4% or $54,551 at 6%; with 100% employer match about $61,370 at 4% or $40,913 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 36 | $606,712 | $176,746 | $4,910iApproximate average salary by contribution assumption: employee only about $122,740 at 4% or $81,827 at 6%; with 50% employer match about $81,827 at 4% or $54,551 at 6%; with 100% employer match about $61,370 at 4% or $40,913 at 6%. |
| 2012 | 1 | 31 | $400,291 | $185,352 | $5,979iApproximate average salary by contribution assumption: employee only about $149,477 at 4% or $99,652 at 6%; with 50% employer match about $99,652 at 4% or $66,434 at 6%; with 100% employer match about $74,739 at 4% or $49,826 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 31 | $400,291 | $185,352 | $5,979iApproximate average salary by contribution assumption: employee only about $149,477 at 4% or $99,652 at 6%; with 50% employer match about $99,652 at 4% or $66,434 at 6%; with 100% employer match about $74,739 at 4% or $49,826 at 6%. |
| 2011 | 1 | 28 | $219,839 | $238,993 | $8,535iApproximate average salary by contribution assumption: employee only about $213,387 at 4% or $142,258 at 6%; with 50% employer match about $142,258 at 4% or $94,838 at 6%; with 100% employer match about $106,693 at 4% or $71,129 at 6%. |
| Elevate97 401(K) Retirement Plan | - | 28 | $219,839 | $238,993 | $8,535iApproximate average salary by contribution assumption: employee only about $213,387 at 4% or $142,258 at 6%; with 50% employer match about $142,258 at 4% or $94,838 at 6%; with 100% employer match about $106,693 at 4% or $71,129 at 6%. |