Civic Intelligence

Michelle R Bonness MD Sc

Plan context: Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust

EIN 39-1918871 • Pewaukee, WI • 20 filings • 4 plans

1256 Capitol Drive, Suite 700Pewaukee, WI 53072
Current Snapshot

Latest Year

2025

2025 Participants

17

2025 Assets

$1,324,757

2025 Contributions

$129,424

Historical Graphs

Total Assets Over Time

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

$1,324,757$662,379$0200620172025YearValue
$1,324,757Latest year 2025

Participants Over Time

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

36180200620162025YearValue
17Latest year 2025

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
2025117$1,324,757$129,424$7,613iApproximate average salary by contribution assumption: employee only about $190,329 at 4% or $126,886 at 6%; with 50% employer match about $126,886 at 4% or $84,591 at 6%; with 100% employer match about $95,165 at 4% or $63,443 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-17$1,324,757$129,424$7,613iApproximate average salary by contribution assumption: employee only about $190,329 at 4% or $126,886 at 6%; with 50% employer match about $126,886 at 4% or $84,591 at 6%; with 100% employer match about $95,165 at 4% or $63,443 at 6%.
2024115$1,035,184$112,984$7,532iApproximate average salary by contribution assumption: employee only about $188,307 at 4% or $125,538 at 6%; with 50% employer match about $125,538 at 4% or $83,692 at 6%; with 100% employer match about $94,153 at 4% or $62,769 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-15$1,035,184$112,984$7,532iApproximate average salary by contribution assumption: employee only about $188,307 at 4% or $125,538 at 6%; with 50% employer match about $125,538 at 4% or $83,692 at 6%; with 100% employer match about $94,153 at 4% or $62,769 at 6%.
2023117$884,140$86,018$5,060iApproximate average salary by contribution assumption: employee only about $126,497 at 4% or $84,331 at 6%; with 50% employer match about $84,331 at 4% or $56,221 at 6%; with 100% employer match about $63,249 at 4% or $42,166 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-17$884,140$86,018$5,060iApproximate average salary by contribution assumption: employee only about $126,497 at 4% or $84,331 at 6%; with 50% employer match about $84,331 at 4% or $56,221 at 6%; with 100% employer match about $63,249 at 4% or $42,166 at 6%.
2022127$865,219$108,573$4,021iApproximate average salary by contribution assumption: employee only about $100,531 at 4% or $67,020 at 6%; with 50% employer match about $67,020 at 4% or $44,680 at 6%; with 100% employer match about $50,265 at 4% or $33,510 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-27$865,219$108,573$4,021iApproximate average salary by contribution assumption: employee only about $100,531 at 4% or $67,020 at 6%; with 50% employer match about $67,020 at 4% or $44,680 at 6%; with 100% employer match about $50,265 at 4% or $33,510 at 6%.
2021126$826,649$106,752$4,106iApproximate average salary by contribution assumption: employee only about $102,646 at 4% or $68,431 at 6%; with 50% employer match about $68,431 at 4% or $45,621 at 6%; with 100% employer match about $51,323 at 4% or $34,215 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-26$826,649$106,752$4,106iApproximate average salary by contribution assumption: employee only about $102,646 at 4% or $68,431 at 6%; with 50% employer match about $68,431 at 4% or $45,621 at 6%; with 100% employer match about $51,323 at 4% or $34,215 at 6%.
2020136$754,556$78,000$2,167iApproximate average salary by contribution assumption: employee only about $54,167 at 4% or $36,111 at 6%; with 50% employer match about $36,111 at 4% or $24,074 at 6%; with 100% employer match about $27,083 at 4% or $18,056 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-36$754,556$78,000$2,167iApproximate average salary by contribution assumption: employee only about $54,167 at 4% or $36,111 at 6%; with 50% employer match about $36,111 at 4% or $24,074 at 6%; with 100% employer match about $27,083 at 4% or $18,056 at 6%.
2019125$842,590$85,288$3,412iApproximate average salary by contribution assumption: employee only about $85,288 at 4% or $56,859 at 6%; with 50% employer match about $56,859 at 4% or $37,906 at 6%; with 100% employer match about $42,644 at 4% or $28,429 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-25$842,590$85,288$3,412iApproximate average salary by contribution assumption: employee only about $85,288 at 4% or $56,859 at 6%; with 50% employer match about $56,859 at 4% or $37,906 at 6%; with 100% employer match about $42,644 at 4% or $28,429 at 6%.
2018120$674,926$88,192$4,410iApproximate average salary by contribution assumption: employee only about $110,240 at 4% or $73,493 at 6%; with 50% employer match about $73,493 at 4% or $48,996 at 6%; with 100% employer match about $55,120 at 4% or $36,747 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-20$674,926$88,192$4,410iApproximate average salary by contribution assumption: employee only about $110,240 at 4% or $73,493 at 6%; with 50% employer match about $73,493 at 4% or $48,996 at 6%; with 100% employer match about $55,120 at 4% or $36,747 at 6%.
2017115$587,612$46,176$3,078iApproximate average salary by contribution assumption: employee only about $76,960 at 4% or $51,307 at 6%; with 50% employer match about $51,307 at 4% or $34,204 at 6%; with 100% employer match about $38,480 at 4% or $25,653 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-15$587,612$46,176$3,078iApproximate average salary by contribution assumption: employee only about $76,960 at 4% or $51,307 at 6%; with 50% employer match about $51,307 at 4% or $34,204 at 6%; with 100% employer match about $38,480 at 4% or $25,653 at 6%.
2016113$498,445$40,173$3,090iApproximate average salary by contribution assumption: employee only about $77,256 at 4% or $51,504 at 6%; with 50% employer match about $51,504 at 4% or $34,336 at 6%; with 100% employer match about $38,628 at 4% or $25,752 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-13$498,445$40,173$3,090iApproximate average salary by contribution assumption: employee only about $77,256 at 4% or $51,504 at 6%; with 50% employer match about $51,504 at 4% or $34,336 at 6%; with 100% employer match about $38,628 at 4% or $25,752 at 6%.
2015111$446,435$48,259$4,387iApproximate average salary by contribution assumption: employee only about $109,680 at 4% or $73,120 at 6%; with 50% employer match about $73,120 at 4% or $48,746 at 6%; with 100% employer match about $54,840 at 4% or $36,560 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-11$446,435$48,259$4,387iApproximate average salary by contribution assumption: employee only about $109,680 at 4% or $73,120 at 6%; with 50% employer match about $73,120 at 4% or $48,746 at 6%; with 100% employer match about $54,840 at 4% or $36,560 at 6%.
2014111$401,374$23,171$2,106iApproximate average salary by contribution assumption: employee only about $52,661 at 4% or $35,108 at 6%; with 50% employer match about $35,108 at 4% or $23,405 at 6%; with 100% employer match about $26,331 at 4% or $17,554 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-11$401,374$23,171$2,106iApproximate average salary by contribution assumption: employee only about $52,661 at 4% or $35,108 at 6%; with 50% employer match about $35,108 at 4% or $23,405 at 6%; with 100% employer match about $26,331 at 4% or $17,554 at 6%.
2013110$397,642$14,431$1,443iApproximate average salary by contribution assumption: employee only about $36,078 at 4% or $24,052 at 6%; with 50% employer match about $24,052 at 4% or $16,034 at 6%; with 100% employer match about $18,039 at 4% or $12,026 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-10$397,642$14,431$1,443iApproximate average salary by contribution assumption: employee only about $36,078 at 4% or $24,052 at 6%; with 50% employer match about $24,052 at 4% or $16,034 at 6%; with 100% employer match about $18,039 at 4% or $12,026 at 6%.
201219$327,233$20,342$2,260iApproximate average salary by contribution assumption: employee only about $56,506 at 4% or $37,670 at 6%; with 50% employer match about $37,670 at 4% or $25,114 at 6%; with 100% employer match about $28,253 at 4% or $18,835 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-9$327,233$20,342$2,260iApproximate average salary by contribution assumption: employee only about $56,506 at 4% or $37,670 at 6%; with 50% employer match about $37,670 at 4% or $25,114 at 6%; with 100% employer match about $28,253 at 4% or $18,835 at 6%.
201118$326,138$69,929$8,741iApproximate average salary by contribution assumption: employee only about $218,528 at 4% or $145,685 at 6%; with 50% employer match about $145,685 at 4% or $97,124 at 6%; with 100% employer match about $109,264 at 4% or $72,843 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-8$326,138$69,929$8,741iApproximate average salary by contribution assumption: employee only about $218,528 at 4% or $145,685 at 6%; with 50% employer match about $145,685 at 4% or $97,124 at 6%; with 100% employer match about $109,264 at 4% or $72,843 at 6%.
2010111$278,185$96,691$8,790iApproximate average salary by contribution assumption: employee only about $219,752 at 4% or $146,502 at 6%; with 50% employer match about $146,502 at 4% or $97,668 at 6%; with 100% employer match about $109,876 at 4% or $73,251 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-11$278,185$96,691$8,790iApproximate average salary by contribution assumption: employee only about $219,752 at 4% or $146,502 at 6%; with 50% employer match about $146,502 at 4% or $97,668 at 6%; with 100% employer match about $109,876 at 4% or $73,251 at 6%.
2009110$196,046$36,269$3,627iApproximate average salary by contribution assumption: employee only about $90,673 at 4% or $60,448 at 6%; with 50% employer match about $60,448 at 4% or $40,299 at 6%; with 100% employer match about $45,336 at 4% or $30,224 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-10$196,046$36,269$3,627iApproximate average salary by contribution assumption: employee only about $90,673 at 4% or $60,448 at 6%; with 50% employer match about $60,448 at 4% or $40,299 at 6%; with 100% employer match about $45,336 at 4% or $30,224 at 6%.
200818$0$0-
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-8---
200717$0$0-
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-7---
200613$66,696$60,882$20,294iApproximate average salary by contribution assumption: employee only about $507,350 at 4% or $338,233 at 6%; with 50% employer match about $338,233 at 4% or $225,489 at 6%; with 100% employer match about $253,675 at 4% or $169,117 at 6%.
Michelle R Bonness MD Sc 401(K) Profit Sharing Plan & Trust-3$66,696$60,882$20,294iApproximate average salary by contribution assumption: employee only about $507,350 at 4% or $338,233 at 6%; with 50% employer match about $338,233 at 4% or $225,489 at 6%; with 100% employer match about $253,675 at 4% or $169,117 at 6%.