Civic Intelligence

Patrickus, Pendleton, & Jones, S.C.

Plan context: Patrickus & Jones 401(K) Plan

EIN 39-1942746 • Little Chute, WI • 24 filings • 3 plans

107 W Main StreetLittle Chute, WI 54140
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$518,883

2024 Contributions

$41,229

Historical Graphs

Total Assets Over Time

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

$518,883$259,442$0199920132024YearValue
$518,883Latest year 2024

Participants Over Time

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

1160199920132024YearValue
6Latest 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
202416$518,883$41,229$6,872iApproximate average salary by contribution assumption: employee only about $171,788 at 4% or $114,525 at 6%; with 50% employer match about $114,525 at 4% or $76,350 at 6%; with 100% employer match about $85,894 at 4% or $57,263 at 6%.
Patrickus & Jones 401(K) Plan-6$518,883$41,229$6,872iApproximate average salary by contribution assumption: employee only about $171,788 at 4% or $114,525 at 6%; with 50% employer match about $114,525 at 4% or $76,350 at 6%; with 100% employer match about $85,894 at 4% or $57,263 at 6%.
202316$449,428$43,691$7,282iApproximate average salary by contribution assumption: employee only about $182,046 at 4% or $121,364 at 6%; with 50% employer match about $121,364 at 4% or $80,909 at 6%; with 100% employer match about $91,023 at 4% or $60,682 at 6%.
Patrickus & Jones 401(K) Plan-6$449,428$43,691$7,282iApproximate average salary by contribution assumption: employee only about $182,046 at 4% or $121,364 at 6%; with 50% employer match about $121,364 at 4% or $80,909 at 6%; with 100% employer match about $91,023 at 4% or $60,682 at 6%.
202215$396,763$35,388$7,078iApproximate average salary by contribution assumption: employee only about $176,940 at 4% or $117,960 at 6%; with 50% employer match about $117,960 at 4% or $78,640 at 6%; with 100% employer match about $88,470 at 4% or $58,980 at 6%.
Patrickus & Jones 401(K) Plan-5$396,763$35,388$7,078iApproximate average salary by contribution assumption: employee only about $176,940 at 4% or $117,960 at 6%; with 50% employer match about $117,960 at 4% or $78,640 at 6%; with 100% employer match about $88,470 at 4% or $58,980 at 6%.
202116$468,571$56,432$9,405iApproximate average salary by contribution assumption: employee only about $235,133 at 4% or $156,756 at 6%; with 50% employer match about $156,756 at 4% or $104,504 at 6%; with 100% employer match about $117,567 at 4% or $78,378 at 6%.
Patrickus & Jones 401(K) Plan-6$468,571$56,432$9,405iApproximate average salary by contribution assumption: employee only about $235,133 at 4% or $156,756 at 6%; with 50% employer match about $156,756 at 4% or $104,504 at 6%; with 100% employer match about $117,567 at 4% or $78,378 at 6%.
202015$394,936$33,915$6,783iApproximate average salary by contribution assumption: employee only about $169,575 at 4% or $113,050 at 6%; with 50% employer match about $113,050 at 4% or $75,367 at 6%; with 100% employer match about $84,788 at 4% or $56,525 at 6%.
Patrickus & Jones 401(K) Plan-5$394,936$33,915$6,783iApproximate average salary by contribution assumption: employee only about $169,575 at 4% or $113,050 at 6%; with 50% employer match about $113,050 at 4% or $75,367 at 6%; with 100% employer match about $84,788 at 4% or $56,525 at 6%.
201915$327,892$33,935$6,787iApproximate average salary by contribution assumption: employee only about $169,675 at 4% or $113,117 at 6%; with 50% employer match about $113,117 at 4% or $75,411 at 6%; with 100% employer match about $84,838 at 4% or $56,558 at 6%.
Patrickus & Jones 401(K) Plan-5$327,892$33,935$6,787iApproximate average salary by contribution assumption: employee only about $169,675 at 4% or $113,117 at 6%; with 50% employer match about $113,117 at 4% or $75,411 at 6%; with 100% employer match about $84,838 at 4% or $56,558 at 6%.
201816$266,990$34,371$5,729iApproximate average salary by contribution assumption: employee only about $143,213 at 4% or $95,475 at 6%; with 50% employer match about $95,475 at 4% or $63,650 at 6%; with 100% employer match about $71,606 at 4% or $47,738 at 6%.
Patrickus & Jones 401(K) Plan-6$266,990$34,371$5,729iApproximate average salary by contribution assumption: employee only about $143,213 at 4% or $95,475 at 6%; with 50% employer match about $95,475 at 4% or $63,650 at 6%; with 100% employer match about $71,606 at 4% or $47,738 at 6%.
201716$260,517$29,623$4,937iApproximate average salary by contribution assumption: employee only about $123,429 at 4% or $82,286 at 6%; with 50% employer match about $82,286 at 4% or $54,857 at 6%; with 100% employer match about $61,715 at 4% or $41,143 at 6%.
Patrickus & Jones 401(K) Plan-6$260,517$29,623$4,937iApproximate average salary by contribution assumption: employee only about $123,429 at 4% or $82,286 at 6%; with 50% employer match about $82,286 at 4% or $54,857 at 6%; with 100% employer match about $61,715 at 4% or $41,143 at 6%.
201616$202,684$23,495$3,916iApproximate average salary by contribution assumption: employee only about $97,896 at 4% or $65,264 at 6%; with 50% employer match about $65,264 at 4% or $43,509 at 6%; with 100% employer match about $48,948 at 4% or $32,632 at 6%.
Patrickus & Jones 401(K) Plan-6$202,684$23,495$3,916iApproximate average salary by contribution assumption: employee only about $97,896 at 4% or $65,264 at 6%; with 50% employer match about $65,264 at 4% or $43,509 at 6%; with 100% employer match about $48,948 at 4% or $32,632 at 6%.
201516$176,226$16,495$2,749iApproximate average salary by contribution assumption: employee only about $68,729 at 4% or $45,819 at 6%; with 50% employer match about $45,819 at 4% or $30,546 at 6%; with 100% employer match about $34,365 at 4% or $22,910 at 6%.
Patrickus & Jones 401(K) Plan-6$176,226$16,495$2,749iApproximate average salary by contribution assumption: employee only about $68,729 at 4% or $45,819 at 6%; with 50% employer match about $45,819 at 4% or $30,546 at 6%; with 100% employer match about $34,365 at 4% or $22,910 at 6%.
201416$171,603$12,413$2,069iApproximate average salary by contribution assumption: employee only about $51,721 at 4% or $34,481 at 6%; with 50% employer match about $34,481 at 4% or $22,987 at 6%; with 100% employer match about $25,860 at 4% or $17,240 at 6%.
Patrickus & Jones 401(K) Plan-6$171,603$12,413$2,069iApproximate average salary by contribution assumption: employee only about $51,721 at 4% or $34,481 at 6%; with 50% employer match about $34,481 at 4% or $22,987 at 6%; with 100% employer match about $25,860 at 4% or $17,240 at 6%.
201316$170,568$9,218$1,536iApproximate average salary by contribution assumption: employee only about $38,408 at 4% or $25,606 at 6%; with 50% employer match about $25,606 at 4% or $17,070 at 6%; with 100% employer match about $19,204 at 4% or $12,803 at 6%.
Patrickus & Jones 401(K) Plan-6$170,568$9,218$1,536iApproximate average salary by contribution assumption: employee only about $38,408 at 4% or $25,606 at 6%; with 50% employer match about $25,606 at 4% or $17,070 at 6%; with 100% employer match about $19,204 at 4% or $12,803 at 6%.
201215$140,795$8,405$1,681iApproximate average salary by contribution assumption: employee only about $42,025 at 4% or $28,017 at 6%; with 50% employer match about $28,017 at 4% or $18,678 at 6%; with 100% employer match about $21,013 at 4% or $14,008 at 6%.
Patrickus & Jones 401(K) Plan-5$140,795$8,405$1,681iApproximate average salary by contribution assumption: employee only about $42,025 at 4% or $28,017 at 6%; with 50% employer match about $28,017 at 4% or $18,678 at 6%; with 100% employer match about $21,013 at 4% or $14,008 at 6%.
201116$214,545$12,330$2,055iApproximate average salary by contribution assumption: employee only about $51,375 at 4% or $34,250 at 6%; with 50% employer match about $34,250 at 4% or $22,833 at 6%; with 100% employer match about $25,688 at 4% or $17,125 at 6%.
Patrickus & Jones 401(K) Plan-6$214,545$12,330$2,055iApproximate average salary by contribution assumption: employee only about $51,375 at 4% or $34,250 at 6%; with 50% employer match about $34,250 at 4% or $22,833 at 6%; with 100% employer match about $25,688 at 4% or $17,125 at 6%.
201016$214,784$19,911$3,319iApproximate average salary by contribution assumption: employee only about $82,963 at 4% or $55,308 at 6%; with 50% employer match about $55,308 at 4% or $36,872 at 6%; with 100% employer match about $41,481 at 4% or $27,654 at 6%.
Patrickus & Jones 401(K) Plan-6$214,784$19,911$3,319iApproximate average salary by contribution assumption: employee only about $82,963 at 4% or $55,308 at 6%; with 50% employer match about $55,308 at 4% or $36,872 at 6%; with 100% employer match about $41,481 at 4% or $27,654 at 6%.
200817$61,704$17,727$2,532iApproximate average salary by contribution assumption: employee only about $63,311 at 4% or $42,207 at 6%; with 50% employer match about $42,207 at 4% or $28,138 at 6%; with 100% employer match about $31,655 at 4% or $21,104 at 6%.
Patrickus & Jones 401(K) Plan-7$61,704$17,727$2,532iApproximate average salary by contribution assumption: employee only about $63,311 at 4% or $42,207 at 6%; with 50% employer match about $42,207 at 4% or $28,138 at 6%; with 100% employer match about $31,655 at 4% or $21,104 at 6%.
200714$0$0-
Patrickus & Jones 401(K) Plan-4---
200619$176,406$48,832$5,426iApproximate average salary by contribution assumption: employee only about $135,644 at 4% or $90,430 at 6%; with 50% employer match about $90,430 at 4% or $60,286 at 6%; with 100% employer match about $67,822 at 4% or $45,215 at 6%.
Patrickus & Jones 401(K) Plan-9$176,406$48,832$5,426iApproximate average salary by contribution assumption: employee only about $135,644 at 4% or $90,430 at 6%; with 50% employer match about $90,430 at 4% or $60,286 at 6%; with 100% employer match about $67,822 at 4% or $45,215 at 6%.
2005111$114,025$110,140$10,013iApproximate average salary by contribution assumption: employee only about $250,318 at 4% or $166,879 at 6%; with 50% employer match about $166,879 at 4% or $111,253 at 6%; with 100% employer match about $125,159 at 4% or $83,439 at 6%.
Patrickus & Jones 401(K) Plan-11$114,025$110,140$10,013iApproximate average salary by contribution assumption: employee only about $250,318 at 4% or $166,879 at 6%; with 50% employer match about $166,879 at 4% or $111,253 at 6%; with 100% employer match about $125,159 at 4% or $83,439 at 6%.
200314$90,770$19,947$4,987iApproximate average salary by contribution assumption: employee only about $124,669 at 4% or $83,113 at 6%; with 50% employer match about $83,113 at 4% or $55,408 at 6%; with 100% employer match about $62,334 at 4% or $41,556 at 6%.
Patrickus & Jones 401(K) Plan-4$90,770$19,947$4,987iApproximate average salary by contribution assumption: employee only about $124,669 at 4% or $83,113 at 6%; with 50% employer match about $83,113 at 4% or $55,408 at 6%; with 100% employer match about $62,334 at 4% or $41,556 at 6%.
200215$55,346$23,991$4,798iApproximate average salary by contribution assumption: employee only about $119,955 at 4% or $79,970 at 6%; with 50% employer match about $79,970 at 4% or $53,313 at 6%; with 100% employer match about $59,978 at 4% or $39,985 at 6%.
Patrickus & Jones 401(K) Plan-5$55,346$23,991$4,798iApproximate average salary by contribution assumption: employee only about $119,955 at 4% or $79,970 at 6%; with 50% employer match about $79,970 at 4% or $53,313 at 6%; with 100% employer match about $59,978 at 4% or $39,985 at 6%.
200113$44,441$17,020$5,673iApproximate average salary by contribution assumption: employee only about $141,833 at 4% or $94,556 at 6%; with 50% employer match about $94,556 at 4% or $63,037 at 6%; with 100% employer match about $70,917 at 4% or $47,278 at 6%.
Patrickus & Jones 401(K) Plan-3$44,441$17,020$5,673iApproximate average salary by contribution assumption: employee only about $141,833 at 4% or $94,556 at 6%; with 50% employer match about $94,556 at 4% or $63,037 at 6%; with 100% employer match about $70,917 at 4% or $47,278 at 6%.
200014$68,434$24,883$6,221iApproximate average salary by contribution assumption: employee only about $155,519 at 4% or $103,679 at 6%; with 50% employer match about $103,679 at 4% or $69,119 at 6%; with 100% employer match about $77,759 at 4% or $51,840 at 6%.
Patrickus & Jones 401(K) Plan-4$68,434$24,883$6,221iApproximate average salary by contribution assumption: employee only about $155,519 at 4% or $103,679 at 6%; with 50% employer match about $103,679 at 4% or $69,119 at 6%; with 100% employer match about $77,759 at 4% or $51,840 at 6%.
199915$50,520$20,862$4,172iApproximate average salary by contribution assumption: employee only about $104,310 at 4% or $69,540 at 6%; with 50% employer match about $69,540 at 4% or $46,360 at 6%; with 100% employer match about $52,155 at 4% or $34,770 at 6%.
Patrickus & Jones 401(K) Plan-5$50,520$20,862$4,172iApproximate average salary by contribution assumption: employee only about $104,310 at 4% or $69,540 at 6%; with 50% employer match about $69,540 at 4% or $46,360 at 6%; with 100% employer match about $52,155 at 4% or $34,770 at 6%.