Civic Intelligence

Shakespeare Wealth Management LLC

Plan context: Shakespeare Wealth Management LLC Retirement Savings Plan

EIN 39-1944977 • Pewaukee, WI • 27 filings • 6 plans

N22 W27847 Edgewater DriveSuite 101Pewaukee, WI 53072
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$5,225,433

2025 Contributions

$246,183

Historical Graphs

Total Assets Over Time

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

$5,225,433$2,612,717$0200920172025YearValue
$5,225,433Latest year 2025

Participants Over Time

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

840200920172025YearValue
7Latest 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
202517$5,225,433$246,183$35,169iApproximate average salary by contribution assumption: employee only about $879,225 at 4% or $586,150 at 6%; with 50% employer match about $586,150 at 4% or $390,767 at 6%; with 100% employer match about $439,613 at 4% or $293,075 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-7$5,225,433$246,183$35,169iApproximate average salary by contribution assumption: employee only about $879,225 at 4% or $586,150 at 6%; with 50% employer match about $586,150 at 4% or $390,767 at 6%; with 100% employer match about $439,613 at 4% or $293,075 at 6%.
202418$4,455,920$251,576$31,447iApproximate average salary by contribution assumption: employee only about $786,175 at 4% or $524,117 at 6%; with 50% employer match about $524,117 at 4% or $349,411 at 6%; with 100% employer match about $393,088 at 4% or $262,058 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-8$4,455,920$251,576$31,447iApproximate average salary by contribution assumption: employee only about $786,175 at 4% or $524,117 at 6%; with 50% employer match about $524,117 at 4% or $349,411 at 6%; with 100% employer match about $393,088 at 4% or $262,058 at 6%.
202317$3,763,158$1,382,838$197,548iApproximate average salary by contribution assumption: employee only about $4,938,707 at 4% or $3,292,471 at 6%; with 50% employer match about $3,292,471 at 4% or $2,194,981 at 6%; with 100% employer match about $2,469,354 at 4% or $1,646,236 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-7$3,763,158$1,382,838$197,548iApproximate average salary by contribution assumption: employee only about $4,938,707 at 4% or $3,292,471 at 6%; with 50% employer match about $3,292,471 at 4% or $2,194,981 at 6%; with 100% employer match about $2,469,354 at 4% or $1,646,236 at 6%.
202236$2,997,601$352,461$58,744iApproximate average salary by contribution assumption: employee only about $1,468,588 at 4% or $979,058 at 6%; with 50% employer match about $979,058 at 4% or $652,706 at 6%; with 100% employer match about $734,294 at 4% or $489,529 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-6$1,915,615$144,562$24,094iApproximate average salary by contribution assumption: employee only about $602,342 at 4% or $401,561 at 6%; with 50% employer match about $401,561 at 4% or $267,707 at 6%; with 100% employer match about $301,171 at 4% or $200,781 at 6%.
Shakespeare Wealth Management Inc. Cash Balance Plan-6$1,081,986$207,899$34,650iApproximate average salary by contribution assumption: employee only about $866,246 at 4% or $577,497 at 6%; with 50% employer match about $577,497 at 4% or $384,998 at 6%; with 100% employer match about $433,123 at 4% or $288,749 at 6%.
Shakespeare Wealth Management Inc. Cash Balance Plan-0$0$0-
202127$3,228,063$190,230$27,176iApproximate average salary by contribution assumption: employee only about $679,393 at 4% or $452,929 at 6%; with 50% employer match about $452,929 at 4% or $301,952 at 6%; with 100% employer match about $339,696 at 4% or $226,464 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-7$2,179,298$190,230$27,176iApproximate average salary by contribution assumption: employee only about $679,393 at 4% or $452,929 at 6%; with 50% employer match about $452,929 at 4% or $301,952 at 6%; with 100% employer match about $339,696 at 4% or $226,464 at 6%.
Shakespeare Wealth Management Inc. Cash Balance Plan-7$1,048,765$0-
202025$2,695,096$224,790$44,958iApproximate average salary by contribution assumption: employee only about $1,123,950 at 4% or $749,300 at 6%; with 50% employer match about $749,300 at 4% or $499,533 at 6%; with 100% employer match about $561,975 at 4% or $374,650 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-5$1,767,275$169,790$33,958iApproximate average salary by contribution assumption: employee only about $848,950 at 4% or $565,967 at 6%; with 50% employer match about $565,967 at 4% or $377,311 at 6%; with 100% employer match about $424,475 at 4% or $282,983 at 6%.
Shakespeare Wealth Management Inc. Cash Balance Plan-5$927,821$55,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201926$2,283,921$355,592$59,265iApproximate average salary by contribution assumption: employee only about $1,481,633 at 4% or $987,756 at 6%; with 50% employer match about $987,756 at 4% or $658,504 at 6%; with 100% employer match about $740,817 at 4% or $493,878 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-6$1,499,303$192,592$32,099iApproximate average salary by contribution assumption: employee only about $802,467 at 4% or $534,978 at 6%; with 50% employer match about $534,978 at 4% or $356,652 at 6%; with 100% employer match about $401,233 at 4% or $267,489 at 6%.
Shakespeare Wealth Management Inc. Cash Balance Plan-5$784,618$163,000$32,600iApproximate average salary by contribution assumption: employee only about $815,000 at 4% or $543,333 at 6%; with 50% employer match about $543,333 at 4% or $362,222 at 6%; with 100% employer match about $407,500 at 4% or $271,667 at 6%.
201825$1,834,024$240,209$48,042iApproximate average salary by contribution assumption: employee only about $1,201,045 at 4% or $800,697 at 6%; with 50% employer match about $800,697 at 4% or $533,798 at 6%; with 100% employer match about $600,523 at 4% or $400,348 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-5$1,270,569$115,209$23,042iApproximate average salary by contribution assumption: employee only about $576,045 at 4% or $384,030 at 6%; with 50% employer match about $384,030 at 4% or $256,020 at 6%; with 100% employer match about $288,023 at 4% or $192,015 at 6%.
Shakespeare Wealth Management Inc. Cash Balance Plan-5$563,455$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201725$1,757,076$210,675$42,135iApproximate average salary by contribution assumption: employee only about $1,053,375 at 4% or $702,250 at 6%; with 50% employer match about $702,250 at 4% or $468,167 at 6%; with 100% employer match about $526,688 at 4% or $351,125 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-5$1,277,751$110,675$22,135iApproximate average salary by contribution assumption: employee only about $553,375 at 4% or $368,917 at 6%; with 50% employer match about $368,917 at 4% or $245,944 at 6%; with 100% employer match about $276,688 at 4% or $184,458 at 6%.
Shakespeare Wealth Management Inc. Cash Balance Plan-5$479,325$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201624$1,305,828$215,892$53,973iApproximate average salary by contribution assumption: employee only about $1,349,325 at 4% or $899,550 at 6%; with 50% employer match about $899,550 at 4% or $599,700 at 6%; with 100% employer match about $674,663 at 4% or $449,775 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-4$980,524$75,892$18,973iApproximate average salary by contribution assumption: employee only about $474,325 at 4% or $316,217 at 6%; with 50% employer match about $316,217 at 4% or $210,811 at 6%; with 100% employer match about $237,163 at 4% or $158,108 at 6%.
Shakespeare Wealth Management Inc. Cash Balance Plan-4$325,304$140,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201524$989,075$202,497$50,624iApproximate average salary by contribution assumption: employee only about $1,265,606 at 4% or $843,738 at 6%; with 50% employer match about $843,738 at 4% or $562,492 at 6%; with 100% employer match about $632,803 at 4% or $421,869 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-4$821,925$68,497$17,124iApproximate average salary by contribution assumption: employee only about $428,106 at 4% or $285,404 at 6%; with 50% employer match about $285,404 at 4% or $190,269 at 6%; with 100% employer match about $214,053 at 4% or $142,702 at 6%.
Shakespeare Wealth Management Inc. Cash Balance Plan-4$167,150$134,000$33,500iApproximate average salary by contribution assumption: employee only about $837,500 at 4% or $558,333 at 6%; with 50% employer match about $558,333 at 4% or $372,222 at 6%; with 100% employer match about $418,750 at 4% or $279,167 at 6%.
201424$820,714$193,124$48,281iApproximate average salary by contribution assumption: employee only about $1,207,025 at 4% or $804,683 at 6%; with 50% employer match about $804,683 at 4% or $536,456 at 6%; with 100% employer match about $603,513 at 4% or $402,342 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-4$785,514$157,924$39,481iApproximate average salary by contribution assumption: employee only about $987,025 at 4% or $658,017 at 6%; with 50% employer match about $658,017 at 4% or $438,678 at 6%; with 100% employer match about $493,513 at 4% or $329,008 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-4$35,200$35,200$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
201313$608,628$51,986$17,329iApproximate average salary by contribution assumption: employee only about $433,217 at 4% or $288,811 at 6%; with 50% employer match about $288,811 at 4% or $192,541 at 6%; with 100% employer match about $216,608 at 4% or $144,406 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-3$608,628$51,986$17,329iApproximate average salary by contribution assumption: employee only about $433,217 at 4% or $288,811 at 6%; with 50% employer match about $288,811 at 4% or $192,541 at 6%; with 100% employer match about $216,608 at 4% or $144,406 at 6%.
201213$488,250$47,388$15,796iApproximate average salary by contribution assumption: employee only about $394,900 at 4% or $263,267 at 6%; with 50% employer match about $263,267 at 4% or $175,511 at 6%; with 100% employer match about $197,450 at 4% or $131,633 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-3$488,250$47,388$15,796iApproximate average salary by contribution assumption: employee only about $394,900 at 4% or $263,267 at 6%; with 50% employer match about $263,267 at 4% or $175,511 at 6%; with 100% employer match about $197,450 at 4% or $131,633 at 6%.
201113$387,536$42,604$14,201iApproximate average salary by contribution assumption: employee only about $355,033 at 4% or $236,689 at 6%; with 50% employer match about $236,689 at 4% or $157,793 at 6%; with 100% employer match about $177,517 at 4% or $118,344 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-3$387,536$42,604$14,201iApproximate average salary by contribution assumption: employee only about $355,033 at 4% or $236,689 at 6%; with 50% employer match about $236,689 at 4% or $157,793 at 6%; with 100% employer match about $177,517 at 4% or $118,344 at 6%.
201012$371,698$33,843$16,922iApproximate average salary by contribution assumption: employee only about $423,038 at 4% or $282,025 at 6%; with 50% employer match about $282,025 at 4% or $188,017 at 6%; with 100% employer match about $211,519 at 4% or $141,013 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-2$371,698$33,843$16,922iApproximate average salary by contribution assumption: employee only about $423,038 at 4% or $282,025 at 6%; with 50% employer match about $282,025 at 4% or $188,017 at 6%; with 100% employer match about $211,519 at 4% or $141,013 at 6%.
200912$292,366$43,987$21,994iApproximate average salary by contribution assumption: employee only about $549,838 at 4% or $366,558 at 6%; with 50% employer match about $366,558 at 4% or $244,372 at 6%; with 100% employer match about $274,919 at 4% or $183,279 at 6%.
Shakespeare Wealth Management LLC Retirement Savings Plan-2$292,366$43,987$21,994iApproximate average salary by contribution assumption: employee only about $549,838 at 4% or $366,558 at 6%; with 50% employer match about $366,558 at 4% or $244,372 at 6%; with 100% employer match about $274,919 at 4% or $183,279 at 6%.