Civic Intelligence

Emory & Co LLC

Plan context: Emory & Co LLC 401(K) Profit Sharing Plan & Trust

EIN 39-1952458 • Milwaukee, WI • 29 filings • 11 plans

250 E Wisconsin Ave Ste 1520Milwaukee, WI 53202-4206
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$5,283,222

2025 Contributions

$114,946

Historical Graphs

Total Assets Over Time

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

$5,283,222$2,641,611$0200020132025YearValue
$5,283,222Latest year 2025

Participants Over Time

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

1160199920122025YearValue
6Latest 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
202516$5,283,222$114,946$19,158iApproximate average salary by contribution assumption: employee only about $478,942 at 4% or $319,294 at 6%; with 50% employer match about $319,294 at 4% or $212,863 at 6%; with 100% employer match about $239,471 at 4% or $159,647 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-6$5,283,222$114,946$19,158iApproximate average salary by contribution assumption: employee only about $478,942 at 4% or $319,294 at 6%; with 50% employer match about $319,294 at 4% or $212,863 at 6%; with 100% employer match about $239,471 at 4% or $159,647 at 6%.
202416$4,456,004$104,522$17,420iApproximate average salary by contribution assumption: employee only about $435,508 at 4% or $290,339 at 6%; with 50% employer match about $290,339 at 4% or $193,559 at 6%; with 100% employer match about $217,754 at 4% or $145,169 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-6$4,456,004$104,522$17,420iApproximate average salary by contribution assumption: employee only about $435,508 at 4% or $290,339 at 6%; with 50% employer match about $290,339 at 4% or $193,559 at 6%; with 100% employer match about $217,754 at 4% or $145,169 at 6%.
202315$3,690,691$99,324$19,865iApproximate average salary by contribution assumption: employee only about $496,620 at 4% or $331,080 at 6%; with 50% employer match about $331,080 at 4% or $220,720 at 6%; with 100% employer match about $248,310 at 4% or $165,540 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-5$3,690,691$99,324$19,865iApproximate average salary by contribution assumption: employee only about $496,620 at 4% or $331,080 at 6%; with 50% employer match about $331,080 at 4% or $220,720 at 6%; with 100% employer match about $248,310 at 4% or $165,540 at 6%.
202215$2,963,279$91,907$18,381iApproximate average salary by contribution assumption: employee only about $459,535 at 4% or $306,357 at 6%; with 50% employer match about $306,357 at 4% or $204,238 at 6%; with 100% employer match about $229,768 at 4% or $153,178 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-5$2,963,279$91,907$18,381iApproximate average salary by contribution assumption: employee only about $459,535 at 4% or $306,357 at 6%; with 50% employer match about $306,357 at 4% or $204,238 at 6%; with 100% employer match about $229,768 at 4% or $153,178 at 6%.
202116$3,502,817$99,701$16,617iApproximate average salary by contribution assumption: employee only about $415,421 at 4% or $276,947 at 6%; with 50% employer match about $276,947 at 4% or $184,631 at 6%; with 100% employer match about $207,710 at 4% or $138,474 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-6$3,502,817$99,701$16,617iApproximate average salary by contribution assumption: employee only about $415,421 at 4% or $276,947 at 6%; with 50% employer match about $276,947 at 4% or $184,631 at 6%; with 100% employer match about $207,710 at 4% or $138,474 at 6%.
202015$3,281,813$93,178$18,636iApproximate average salary by contribution assumption: employee only about $465,890 at 4% or $310,593 at 6%; with 50% employer match about $310,593 at 4% or $207,062 at 6%; with 100% employer match about $232,945 at 4% or $155,297 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-5$3,281,813$93,178$18,636iApproximate average salary by contribution assumption: employee only about $465,890 at 4% or $310,593 at 6%; with 50% employer match about $310,593 at 4% or $207,062 at 6%; with 100% employer match about $232,945 at 4% or $155,297 at 6%.
201916$2,732,033$92,143$15,357iApproximate average salary by contribution assumption: employee only about $383,929 at 4% or $255,953 at 6%; with 50% employer match about $255,953 at 4% or $170,635 at 6%; with 100% employer match about $191,965 at 4% or $127,976 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-6$2,732,033$92,143$15,357iApproximate average salary by contribution assumption: employee only about $383,929 at 4% or $255,953 at 6%; with 50% employer match about $255,953 at 4% or $170,635 at 6%; with 100% employer match about $191,965 at 4% or $127,976 at 6%.
201815$2,062,359$87,297$17,459iApproximate average salary by contribution assumption: employee only about $436,485 at 4% or $290,990 at 6%; with 50% employer match about $290,990 at 4% or $193,993 at 6%; with 100% employer match about $218,243 at 4% or $145,495 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-5$2,062,359$87,297$17,459iApproximate average salary by contribution assumption: employee only about $436,485 at 4% or $290,990 at 6%; with 50% employer match about $290,990 at 4% or $193,993 at 6%; with 100% employer match about $218,243 at 4% or $145,495 at 6%.
201716$2,141,319$109,647$18,275iApproximate average salary by contribution assumption: employee only about $456,863 at 4% or $304,575 at 6%; with 50% employer match about $304,575 at 4% or $203,050 at 6%; with 100% employer match about $228,431 at 4% or $152,288 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-6$2,141,319$109,647$18,275iApproximate average salary by contribution assumption: employee only about $456,863 at 4% or $304,575 at 6%; with 50% employer match about $304,575 at 4% or $203,050 at 6%; with 100% employer match about $228,431 at 4% or $152,288 at 6%.
201616$1,757,879$102,890$17,148iApproximate average salary by contribution assumption: employee only about $428,708 at 4% or $285,806 at 6%; with 50% employer match about $285,806 at 4% or $190,537 at 6%; with 100% employer match about $214,354 at 4% or $142,903 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-6$1,757,879$102,890$17,148iApproximate average salary by contribution assumption: employee only about $428,708 at 4% or $285,806 at 6%; with 50% employer match about $285,806 at 4% or $190,537 at 6%; with 100% employer match about $214,354 at 4% or $142,903 at 6%.
201516$1,469,193$107,548$17,925iApproximate average salary by contribution assumption: employee only about $448,117 at 4% or $298,744 at 6%; with 50% employer match about $298,744 at 4% or $199,163 at 6%; with 100% employer match about $224,058 at 4% or $149,372 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-6$1,469,193$107,548$17,925iApproximate average salary by contribution assumption: employee only about $448,117 at 4% or $298,744 at 6%; with 50% employer match about $298,744 at 4% or $199,163 at 6%; with 100% employer match about $224,058 at 4% or $149,372 at 6%.
201417$1,382,973$113,400$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-7$1,382,973$113,400$16,200iApproximate average salary by contribution assumption: employee only about $405,000 at 4% or $270,000 at 6%; with 50% employer match about $270,000 at 4% or $180,000 at 6%; with 100% employer match about $202,500 at 4% or $135,000 at 6%.
201317$1,321,983$90,772$12,967iApproximate average salary by contribution assumption: employee only about $324,186 at 4% or $216,124 at 6%; with 50% employer match about $216,124 at 4% or $144,083 at 6%; with 100% employer match about $162,093 at 4% or $108,062 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-7$1,321,983$90,772$12,967iApproximate average salary by contribution assumption: employee only about $324,186 at 4% or $216,124 at 6%; with 50% employer match about $216,124 at 4% or $144,083 at 6%; with 100% employer match about $162,093 at 4% or $108,062 at 6%.
201219$1,155,747$81,031$9,003iApproximate average salary by contribution assumption: employee only about $225,086 at 4% or $150,057 at 6%; with 50% employer match about $150,057 at 4% or $100,038 at 6%; with 100% employer match about $112,543 at 4% or $75,029 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-9$1,155,747$81,031$9,003iApproximate average salary by contribution assumption: employee only about $225,086 at 4% or $150,057 at 6%; with 50% employer match about $150,057 at 4% or $100,038 at 6%; with 100% employer match about $112,543 at 4% or $75,029 at 6%.
201118$954,581$85,529$10,691iApproximate average salary by contribution assumption: employee only about $267,278 at 4% or $178,185 at 6%; with 50% employer match about $178,185 at 4% or $118,790 at 6%; with 100% employer match about $133,639 at 4% or $89,093 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-8$954,581$85,529$10,691iApproximate average salary by contribution assumption: employee only about $267,278 at 4% or $178,185 at 6%; with 50% employer match about $178,185 at 4% or $118,790 at 6%; with 100% employer match about $133,639 at 4% or $89,093 at 6%.
201017$979,844$60,205$8,601iApproximate average salary by contribution assumption: employee only about $215,018 at 4% or $143,345 at 6%; with 50% employer match about $143,345 at 4% or $95,563 at 6%; with 100% employer match about $107,509 at 4% or $71,673 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-7$979,844$60,205$8,601iApproximate average salary by contribution assumption: employee only about $215,018 at 4% or $143,345 at 6%; with 50% employer match about $143,345 at 4% or $95,563 at 6%; with 100% employer match about $107,509 at 4% or $71,673 at 6%.
200919$884,214$168,841$18,760iApproximate average salary by contribution assumption: employee only about $469,003 at 4% or $312,669 at 6%; with 50% employer match about $312,669 at 4% or $208,446 at 6%; with 100% employer match about $234,501 at 4% or $156,334 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-9$884,214$168,841$18,760iApproximate average salary by contribution assumption: employee only about $469,003 at 4% or $312,669 at 6%; with 50% employer match about $312,669 at 4% or $208,446 at 6%; with 100% employer match about $234,501 at 4% or $156,334 at 6%.
2008110$620,888$154,079$15,408iApproximate average salary by contribution assumption: employee only about $385,198 at 4% or $256,798 at 6%; with 50% employer match about $256,798 at 4% or $171,199 at 6%; with 100% employer match about $192,599 at 4% or $128,399 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-10$620,888$154,079$15,408iApproximate average salary by contribution assumption: employee only about $385,198 at 4% or $256,798 at 6%; with 50% employer match about $256,798 at 4% or $171,199 at 6%; with 100% employer match about $192,599 at 4% or $128,399 at 6%.
2007111$684,118$148,728$13,521iApproximate average salary by contribution assumption: employee only about $338,018 at 4% or $225,345 at 6%; with 50% employer match about $225,345 at 4% or $150,230 at 6%; with 100% employer match about $169,009 at 4% or $112,673 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-11$684,118$148,728$13,521iApproximate average salary by contribution assumption: employee only about $338,018 at 4% or $225,345 at 6%; with 50% employer match about $225,345 at 4% or $150,230 at 6%; with 100% employer match about $169,009 at 4% or $112,673 at 6%.
200619$520,553$108,863$12,096iApproximate average salary by contribution assumption: employee only about $302,397 at 4% or $201,598 at 6%; with 50% employer match about $201,598 at 4% or $134,399 at 6%; with 100% employer match about $151,199 at 4% or $100,799 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-9$520,553$108,863$12,096iApproximate average salary by contribution assumption: employee only about $302,397 at 4% or $201,598 at 6%; with 50% employer match about $201,598 at 4% or $134,399 at 6%; with 100% employer match about $151,199 at 4% or $100,799 at 6%.
200519$376,277$83,078$9,231iApproximate average salary by contribution assumption: employee only about $230,772 at 4% or $153,848 at 6%; with 50% employer match about $153,848 at 4% or $102,565 at 6%; with 100% employer match about $115,386 at 4% or $76,924 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-9$376,277$83,078$9,231iApproximate average salary by contribution assumption: employee only about $230,772 at 4% or $153,848 at 6%; with 50% employer match about $153,848 at 4% or $102,565 at 6%; with 100% employer match about $115,386 at 4% or $76,924 at 6%.
200419$303,693$70,028$7,781iApproximate average salary by contribution assumption: employee only about $194,522 at 4% or $129,681 at 6%; with 50% employer match about $129,681 at 4% or $86,454 at 6%; with 100% employer match about $97,261 at 4% or $64,841 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-9$303,693$70,028$7,781iApproximate average salary by contribution assumption: employee only about $194,522 at 4% or $129,681 at 6%; with 50% employer match about $129,681 at 4% or $86,454 at 6%; with 100% employer match about $97,261 at 4% or $64,841 at 6%.
200325$5$18,496$3,699iApproximate average salary by contribution assumption: employee only about $92,480 at 4% or $61,653 at 6%; with 50% employer match about $61,653 at 4% or $41,102 at 6%; with 100% employer match about $46,240 at 4% or $30,827 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-5$5$18,496$3,699iApproximate average salary by contribution assumption: employee only about $92,480 at 4% or $61,653 at 6%; with 50% employer match about $61,653 at 4% or $41,102 at 6%; with 100% employer match about $46,240 at 4% or $30,827 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-5---
200214$116,494$58,151$14,538iApproximate average salary by contribution assumption: employee only about $363,444 at 4% or $242,296 at 6%; with 50% employer match about $242,296 at 4% or $161,531 at 6%; with 100% employer match about $181,722 at 4% or $121,148 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-4$116,494$58,151$14,538iApproximate average salary by contribution assumption: employee only about $363,444 at 4% or $242,296 at 6%; with 50% employer match about $242,296 at 4% or $161,531 at 6%; with 100% employer match about $181,722 at 4% or $121,148 at 6%.
200124$137,818$64,931$16,233iApproximate average salary by contribution assumption: employee only about $405,819 at 4% or $270,546 at 6%; with 50% employer match about $270,546 at 4% or $180,364 at 6%; with 100% employer match about $202,909 at 4% or $135,273 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-4$72,743$40,246$10,062iApproximate average salary by contribution assumption: employee only about $251,538 at 4% or $167,692 at 6%; with 50% employer match about $167,692 at 4% or $111,794 at 6%; with 100% employer match about $125,769 at 4% or $83,846 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-4$65,075$24,685$6,171iApproximate average salary by contribution assumption: employee only about $154,281 at 4% or $102,854 at 6%; with 50% employer match about $102,854 at 4% or $68,569 at 6%; with 100% employer match about $77,141 at 4% or $51,427 at 6%.
200014$40,626$41,143$10,286iApproximate average salary by contribution assumption: employee only about $257,144 at 4% or $171,429 at 6%; with 50% employer match about $171,429 at 4% or $114,286 at 6%; with 100% employer match about $128,572 at 4% or $85,715 at 6%.
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-4$40,626$41,143$10,286iApproximate average salary by contribution assumption: employee only about $257,144 at 4% or $171,429 at 6%; with 50% employer match about $171,429 at 4% or $114,286 at 6%; with 100% employer match about $128,572 at 4% or $85,715 at 6%.
199914$0$0-
Emory & Co LLC 401(K) Profit Sharing Plan & Trust-4---