Civic Intelligence

Concurrency Inc.

Plan context: Concurrency Inc. 401(K) Plan

EIN 39-1916337 • Brookfield, WI • 32 filings • 8 plans

3190 Gateway Rd.Brookfield, WI 53045
Current Snapshot

Latest Year

2024

2024 Participants

71

2024 Assets

$11,392,043

2024 Contributions

$1,451,520

Historical Graphs

Total Assets Over Time

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

$11,392,043$5,696,022$0200020142024YearValue
$11,392,043Latest year 2024

Participants Over Time

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

167840200020132024YearValue
71Latest 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
2024171$11,392,043$1,451,520$20,444iApproximate average salary by contribution assumption: employee only about $511,099 at 4% or $340,732 at 6%; with 50% employer match about $340,732 at 4% or $227,155 at 6%; with 100% employer match about $255,549 at 4% or $170,366 at 6%.
Concurrency Inc. 401(K) Plan-71$11,392,043$1,451,520$20,444iApproximate average salary by contribution assumption: employee only about $511,099 at 4% or $340,732 at 6%; with 50% employer match about $340,732 at 4% or $227,155 at 6%; with 100% employer match about $255,549 at 4% or $170,366 at 6%.
2023175$9,492,148$915,814$12,211iApproximate average salary by contribution assumption: employee only about $305,271 at 4% or $203,514 at 6%; with 50% employer match about $203,514 at 4% or $135,676 at 6%; with 100% employer match about $152,636 at 4% or $101,757 at 6%.
Concurrency Inc. 401(K) Plan-75$9,492,148$915,814$12,211iApproximate average salary by contribution assumption: employee only about $305,271 at 4% or $203,514 at 6%; with 50% employer match about $203,514 at 4% or $135,676 at 6%; with 100% employer match about $152,636 at 4% or $101,757 at 6%.
2022199$8,189,922$1,455,434$14,701iApproximate average salary by contribution assumption: employee only about $367,534 at 4% or $245,023 at 6%; with 50% employer match about $245,023 at 4% or $163,348 at 6%; with 100% employer match about $183,767 at 4% or $122,511 at 6%.
Concurrency Inc. 401(K) Plan-99$8,189,922$1,455,434$14,701iApproximate average salary by contribution assumption: employee only about $367,534 at 4% or $245,023 at 6%; with 50% employer match about $245,023 at 4% or $163,348 at 6%; with 100% employer match about $183,767 at 4% or $122,511 at 6%.
20212103$10,200,809$1,624,478$15,772iApproximate average salary by contribution assumption: employee only about $394,291 at 4% or $262,861 at 6%; with 50% employer match about $262,861 at 4% or $175,240 at 6%; with 100% employer match about $197,145 at 4% or $131,430 at 6%.
Concurrency Inc. 401(K) Plan-103$10,200,809$1,624,478$15,772iApproximate average salary by contribution assumption: employee only about $394,291 at 4% or $262,861 at 6%; with 50% employer match about $262,861 at 4% or $175,240 at 6%; with 100% employer match about $197,145 at 4% or $131,430 at 6%.
CONCURRENCY, INC. HEALTH AND WELFARE BENEFIT PLAN-103---
20202146$8,840,840$1,577,729$10,806iApproximate average salary by contribution assumption: employee only about $270,159 at 4% or $180,106 at 6%; with 50% employer match about $180,106 at 4% or $120,071 at 6%; with 100% employer match about $135,080 at 4% or $90,053 at 6%.
Concurrency Inc. 401(K) Plan-127$8,840,840$1,577,729$12,423iApproximate average salary by contribution assumption: employee only about $310,577 at 4% or $207,051 at 6%; with 50% employer match about $207,051 at 4% or $138,034 at 6%; with 100% employer match about $155,288 at 4% or $103,526 at 6%.
CONCURRENCY, INC. HEALTH AND WELFARE BENEFIT PLAN-146---
20192167$7,663,920$1,995,899$11,951iApproximate average salary by contribution assumption: employee only about $298,787 at 4% or $199,192 at 6%; with 50% employer match about $199,192 at 4% or $132,794 at 6%; with 100% employer match about $149,394 at 4% or $99,596 at 6%.
Concurrency Inc. 401(K) Plan-147$7,663,920$1,995,899$13,578iApproximate average salary by contribution assumption: employee only about $339,439 at 4% or $226,292 at 6%; with 50% employer match about $226,292 at 4% or $150,862 at 6%; with 100% employer match about $169,719 at 4% or $113,146 at 6%.
CONCURRENCY, INC. PLAN-167---
20182129$5,363,640$1,394,781$10,812iApproximate average salary by contribution assumption: employee only about $270,306 at 4% or $180,204 at 6%; with 50% employer match about $180,204 at 4% or $120,136 at 6%; with 100% employer match about $135,153 at 4% or $90,102 at 6%.
Concurrency Inc. 401(K) Plan-129$5,363,640$1,394,781$10,812iApproximate average salary by contribution assumption: employee only about $270,306 at 4% or $180,204 at 6%; with 50% employer match about $180,204 at 4% or $120,136 at 6%; with 100% employer match about $135,153 at 4% or $90,102 at 6%.
CONCURRENCY, INC. PLAN-123---
20172131$5,009,665$1,240,575$9,470iApproximate average salary by contribution assumption: employee only about $236,751 at 4% or $157,834 at 6%; with 50% employer match about $157,834 at 4% or $105,223 at 6%; with 100% employer match about $118,375 at 4% or $78,917 at 6%.
Concurrency Inc. 401(K) Plan-131$5,009,665$1,240,575$9,470iApproximate average salary by contribution assumption: employee only about $236,751 at 4% or $157,834 at 6%; with 50% employer match about $157,834 at 4% or $105,223 at 6%; with 100% employer match about $118,375 at 4% or $78,917 at 6%.
CONCURRENCY, INC. PLAN-106---
20161101$3,196,729$780,262$7,725iApproximate average salary by contribution assumption: employee only about $193,134 at 4% or $128,756 at 6%; with 50% employer match about $128,756 at 4% or $85,837 at 6%; with 100% employer match about $96,567 at 4% or $64,378 at 6%.
Concurrency Inc. 401(K) Plan-101$3,196,729$780,262$7,725iApproximate average salary by contribution assumption: employee only about $193,134 at 4% or $128,756 at 6%; with 50% employer match about $128,756 at 4% or $85,837 at 6%; with 100% employer match about $96,567 at 4% or $64,378 at 6%.
20151104$2,290,867$774,828$7,450iApproximate average salary by contribution assumption: employee only about $186,257 at 4% or $124,171 at 6%; with 50% employer match about $124,171 at 4% or $82,781 at 6%; with 100% employer match about $93,128 at 4% or $62,086 at 6%.
Concurrency Inc. 401(K) Plan-104$2,290,867$774,828$7,450iApproximate average salary by contribution assumption: employee only about $186,257 at 4% or $124,171 at 6%; with 50% employer match about $124,171 at 4% or $82,781 at 6%; with 100% employer match about $93,128 at 4% or $62,086 at 6%.
2014170$1,603,309$548,873$7,841iApproximate average salary by contribution assumption: employee only about $196,026 at 4% or $130,684 at 6%; with 50% employer match about $130,684 at 4% or $87,123 at 6%; with 100% employer match about $98,013 at 4% or $65,342 at 6%.
Concurrency Inc. 401(K) Plan-70$1,603,309$548,873$7,841iApproximate average salary by contribution assumption: employee only about $196,026 at 4% or $130,684 at 6%; with 50% employer match about $130,684 at 4% or $87,123 at 6%; with 100% employer match about $98,013 at 4% or $65,342 at 6%.
2013158$1,023,123$420,289$7,246iApproximate average salary by contribution assumption: employee only about $181,159 at 4% or $120,773 at 6%; with 50% employer match about $120,773 at 4% or $80,515 at 6%; with 100% employer match about $90,580 at 4% or $60,386 at 6%.
Concurrency Inc. 401(K) Plan-58$1,023,123$420,289$7,246iApproximate average salary by contribution assumption: employee only about $181,159 at 4% or $120,773 at 6%; with 50% employer match about $120,773 at 4% or $80,515 at 6%; with 100% employer match about $90,580 at 4% or $60,386 at 6%.
2012135$495,707$117,238$3,350iApproximate average salary by contribution assumption: employee only about $83,741 at 4% or $55,828 at 6%; with 50% employer match about $55,828 at 4% or $37,218 at 6%; with 100% employer match about $41,871 at 4% or $27,914 at 6%.
Concurrency Inc. 401(K) Plan-35$495,707$117,238$3,350iApproximate average salary by contribution assumption: employee only about $83,741 at 4% or $55,828 at 6%; with 50% employer match about $55,828 at 4% or $37,218 at 6%; with 100% employer match about $41,871 at 4% or $27,914 at 6%.
2011124$347,447$92,810$3,867iApproximate average salary by contribution assumption: employee only about $96,677 at 4% or $64,451 at 6%; with 50% employer match about $64,451 at 4% or $42,968 at 6%; with 100% employer match about $48,339 at 4% or $32,226 at 6%.
Concurrency Inc. 401(K) Plan-24$347,447$92,810$3,867iApproximate average salary by contribution assumption: employee only about $96,677 at 4% or $64,451 at 6%; with 50% employer match about $64,451 at 4% or $42,968 at 6%; with 100% employer match about $48,339 at 4% or $32,226 at 6%.
2010126$279,035$55,138$2,121iApproximate average salary by contribution assumption: employee only about $53,017 at 4% or $35,345 at 6%; with 50% employer match about $35,345 at 4% or $23,563 at 6%; with 100% employer match about $26,509 at 4% or $17,672 at 6%.
Concurrency Inc. 401(K) Plan-26$279,035$55,138$2,121iApproximate average salary by contribution assumption: employee only about $53,017 at 4% or $35,345 at 6%; with 50% employer match about $35,345 at 4% or $23,563 at 6%; with 100% employer match about $26,509 at 4% or $17,672 at 6%.
2009113$212,052$69,880$5,375iApproximate average salary by contribution assumption: employee only about $134,385 at 4% or $89,590 at 6%; with 50% employer match about $89,590 at 4% or $59,726 at 6%; with 100% employer match about $67,192 at 4% or $44,795 at 6%.
Concurrency Inc. 401(K) Plan-13$212,052$69,880$5,375iApproximate average salary by contribution assumption: employee only about $134,385 at 4% or $89,590 at 6%; with 50% employer match about $89,590 at 4% or $59,726 at 6%; with 100% employer match about $67,192 at 4% or $44,795 at 6%.
2008114$118,974$80,218$5,730iApproximate average salary by contribution assumption: employee only about $143,246 at 4% or $95,498 at 6%; with 50% employer match about $95,498 at 4% or $63,665 at 6%; with 100% employer match about $71,623 at 4% or $47,749 at 6%.
Concurrency Inc. 401(K) Plan-14$118,974$80,218$5,730iApproximate average salary by contribution assumption: employee only about $143,246 at 4% or $95,498 at 6%; with 50% employer match about $95,498 at 4% or $63,665 at 6%; with 100% employer match about $71,623 at 4% or $47,749 at 6%.
2007117$118,199$67,451$3,968iApproximate average salary by contribution assumption: employee only about $99,193 at 4% or $66,128 at 6%; with 50% employer match about $66,128 at 4% or $44,086 at 6%; with 100% employer match about $49,596 at 4% or $33,064 at 6%.
Concurrency Inc. 401(K) Plan-17$118,199$67,451$3,968iApproximate average salary by contribution assumption: employee only about $99,193 at 4% or $66,128 at 6%; with 50% employer match about $66,128 at 4% or $44,086 at 6%; with 100% employer match about $49,596 at 4% or $33,064 at 6%.
2006112$95,294$60,669$5,056iApproximate average salary by contribution assumption: employee only about $126,394 at 4% or $84,263 at 6%; with 50% employer match about $84,263 at 4% or $56,175 at 6%; with 100% employer match about $63,197 at 4% or $42,131 at 6%.
Concurrency Inc. 401(K) Plan-12$95,294$60,669$5,056iApproximate average salary by contribution assumption: employee only about $126,394 at 4% or $84,263 at 6%; with 50% employer match about $84,263 at 4% or $56,175 at 6%; with 100% employer match about $63,197 at 4% or $42,131 at 6%.
200519$37,947$30,255$3,362iApproximate average salary by contribution assumption: employee only about $84,042 at 4% or $56,028 at 6%; with 50% employer match about $56,028 at 4% or $37,352 at 6%; with 100% employer match about $42,021 at 4% or $28,014 at 6%.
Concurrency Inc. 401(K) Plan-9$37,947$30,255$3,362iApproximate average salary by contribution assumption: employee only about $84,042 at 4% or $56,028 at 6%; with 50% employer match about $56,028 at 4% or $37,352 at 6%; with 100% employer match about $42,021 at 4% or $28,014 at 6%.
200419$8,181$8,175$908iApproximate average salary by contribution assumption: employee only about $22,708 at 4% or $15,139 at 6%; with 50% employer match about $15,139 at 4% or $10,093 at 6%; with 100% employer match about $11,354 at 4% or $7,569 at 6%.
Concurrency Inc. 401(K) Plan-9$8,181$8,175$908iApproximate average salary by contribution assumption: employee only about $22,708 at 4% or $15,139 at 6%; with 50% employer match about $15,139 at 4% or $10,093 at 6%; with 100% employer match about $11,354 at 4% or $7,569 at 6%.
200220$0$0-
Concurrency Inc. 401(K) Plan-0---
Edward D Jones Prototype Profit Sharing Plan and Custodial Account-0---
200121$0$0-
Edward D Jones Prototype Profit Sharing Plan and Custodial Account-1---
Concurrency Inc. 401(K) Plan-1---
200021$55,436$6,491$6,491iApproximate average salary by contribution assumption: employee only about $162,275 at 4% or $108,183 at 6%; with 50% employer match about $108,183 at 4% or $72,122 at 6%; with 100% employer match about $81,138 at 4% or $54,092 at 6%.
Edward D Jones Prototype Profit Sharing Plan and Custodial Account-1$37,507$6,491$6,491iApproximate average salary by contribution assumption: employee only about $162,275 at 4% or $108,183 at 6%; with 50% employer match about $108,183 at 4% or $72,122 at 6%; with 100% employer match about $81,138 at 4% or $54,092 at 6%.
Concurrency Inc. 401(K) Plan-1$17,929--