Civic Intelligence

Mersberger Financial Group Inc.

Plan context: Mersberger Financial Group Inc. 401(K) Profit Sharing Plan

EIN 39-1948878 • Sheboygan Falls, WI • 10 filings • 3 plans

517 Monroe St.Sheboygan Falls, WI 53085
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$2,458,286

2023 Contributions

$441,081

Historical Graphs

Total Assets Over Time

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

$3,003,881$1,501,941$0201420182022YearValue
$2,458,286Latest year 2022

Participants Over Time

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

22110201420182022YearValue
13Latest year 2022

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
202310$0$0-
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-0$0--
2022113$2,458,286$441,081$33,929iApproximate average salary by contribution assumption: employee only about $848,233 at 4% or $565,488 at 6%; with 50% employer match about $565,488 at 4% or $376,992 at 6%; with 100% employer match about $424,116 at 4% or $282,744 at 6%.
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-13$2,458,286$441,081$33,929iApproximate average salary by contribution assumption: employee only about $848,233 at 4% or $565,488 at 6%; with 50% employer match about $565,488 at 4% or $376,992 at 6%; with 100% employer match about $424,116 at 4% or $282,744 at 6%.
2021122$3,003,881$385,562$17,526iApproximate average salary by contribution assumption: employee only about $438,139 at 4% or $292,092 at 6%; with 50% employer match about $292,092 at 4% or $194,728 at 6%; with 100% employer match about $219,069 at 4% or $146,046 at 6%.
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-22$3,003,881$385,562$17,526iApproximate average salary by contribution assumption: employee only about $438,139 at 4% or $292,092 at 6%; with 50% employer match about $292,092 at 4% or $194,728 at 6%; with 100% employer match about $219,069 at 4% or $146,046 at 6%.
2020118$2,228,429$145,937$8,108iApproximate average salary by contribution assumption: employee only about $202,690 at 4% or $135,127 at 6%; with 50% employer match about $135,127 at 4% or $90,085 at 6%; with 100% employer match about $101,345 at 4% or $67,563 at 6%.
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-18$2,228,429$145,937$8,108iApproximate average salary by contribution assumption: employee only about $202,690 at 4% or $135,127 at 6%; with 50% employer match about $135,127 at 4% or $90,085 at 6%; with 100% employer match about $101,345 at 4% or $67,563 at 6%.
2019117$1,756,633$252,618$14,860iApproximate average salary by contribution assumption: employee only about $371,497 at 4% or $247,665 at 6%; with 50% employer match about $247,665 at 4% or $165,110 at 6%; with 100% employer match about $185,749 at 4% or $123,832 at 6%.
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-17$1,756,633$252,618$14,860iApproximate average salary by contribution assumption: employee only about $371,497 at 4% or $247,665 at 6%; with 50% employer match about $247,665 at 4% or $165,110 at 6%; with 100% employer match about $185,749 at 4% or $123,832 at 6%.
2018116$1,219,267$286,865$17,929iApproximate average salary by contribution assumption: employee only about $448,227 at 4% or $298,818 at 6%; with 50% employer match about $298,818 at 4% or $199,212 at 6%; with 100% employer match about $224,113 at 4% or $149,409 at 6%.
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-16$1,219,267$286,865$17,929iApproximate average salary by contribution assumption: employee only about $448,227 at 4% or $298,818 at 6%; with 50% employer match about $298,818 at 4% or $199,212 at 6%; with 100% employer match about $224,113 at 4% or $149,409 at 6%.
2017117$1,066,168$231,956$13,644iApproximate average salary by contribution assumption: employee only about $341,112 at 4% or $227,408 at 6%; with 50% employer match about $227,408 at 4% or $151,605 at 6%; with 100% employer match about $170,556 at 4% or $113,704 at 6%.
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-17$1,066,168$231,956$13,644iApproximate average salary by contribution assumption: employee only about $341,112 at 4% or $227,408 at 6%; with 50% employer match about $227,408 at 4% or $151,605 at 6%; with 100% employer match about $170,556 at 4% or $113,704 at 6%.
2016118$714,268$177,553$9,864iApproximate average salary by contribution assumption: employee only about $246,601 at 4% or $164,401 at 6%; with 50% employer match about $164,401 at 4% or $109,601 at 6%; with 100% employer match about $123,301 at 4% or $82,200 at 6%.
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-18$714,268$177,553$9,864iApproximate average salary by contribution assumption: employee only about $246,601 at 4% or $164,401 at 6%; with 50% employer match about $164,401 at 4% or $109,601 at 6%; with 100% employer match about $123,301 at 4% or $82,200 at 6%.
2015113$501,442$240,111$18,470iApproximate average salary by contribution assumption: employee only about $461,752 at 4% or $307,835 at 6%; with 50% employer match about $307,835 at 4% or $205,223 at 6%; with 100% employer match about $230,876 at 4% or $153,917 at 6%.
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-13$501,442$240,111$18,470iApproximate average salary by contribution assumption: employee only about $461,752 at 4% or $307,835 at 6%; with 50% employer match about $307,835 at 4% or $205,223 at 6%; with 100% employer match about $230,876 at 4% or $153,917 at 6%.
2014110$275,208$270,338$27,034iApproximate average salary by contribution assumption: employee only about $675,845 at 4% or $450,563 at 6%; with 50% employer match about $450,563 at 4% or $300,376 at 6%; with 100% employer match about $337,923 at 4% or $225,282 at 6%.
Mersberger Financial Group Inc. 401(K) Profit Sharing Plan-10$275,208$270,338$27,034iApproximate average salary by contribution assumption: employee only about $675,845 at 4% or $450,563 at 6%; with 50% employer match about $450,563 at 4% or $300,376 at 6%; with 100% employer match about $337,923 at 4% or $225,282 at 6%.