Civic Intelligence

CIRCLE L CAPITAL MANAGEMENT CO

Plan context: CIRCLE L CAPITAL MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST

EIN 39-2013054 • Lake Geneva, WI • 8 filings • 1 plans

3267 Snake RoadLake Geneva, WI 53147
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,101,057

2025 Contributions

$151,654

Historical Graphs

Total Assets Over Time

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

$1,101,057$550,529$0201820222025YearValue
$1,101,057Latest year 2025

Participants Over Time

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

950201820222025YearValue
8Latest 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
202518$1,101,057$151,654$18,957iApproximate average salary by contribution assumption: employee only about $473,919 at 4% or $315,946 at 6%; with 50% employer match about $315,946 at 4% or $210,631 at 6%; with 100% employer match about $236,959 at 4% or $157,973 at 6%.
CIRCLE L CAPITAL MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST-8$1,101,057$151,654$18,957iApproximate average salary by contribution assumption: employee only about $473,919 at 4% or $315,946 at 6%; with 50% employer match about $315,946 at 4% or $210,631 at 6%; with 100% employer match about $236,959 at 4% or $157,973 at 6%.
202418$1,085,024$143,346$17,918iApproximate average salary by contribution assumption: employee only about $447,956 at 4% or $298,638 at 6%; with 50% employer match about $298,638 at 4% or $199,092 at 6%; with 100% employer match about $223,978 at 4% or $149,319 at 6%.
CIRCLE L CAPITAL MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST-8$1,085,024$143,346$17,918iApproximate average salary by contribution assumption: employee only about $447,956 at 4% or $298,638 at 6%; with 50% employer match about $298,638 at 4% or $199,092 at 6%; with 100% employer match about $223,978 at 4% or $149,319 at 6%.
202319$844,192$138,663$15,407iApproximate average salary by contribution assumption: employee only about $385,175 at 4% or $256,783 at 6%; with 50% employer match about $256,783 at 4% or $171,189 at 6%; with 100% employer match about $192,588 at 4% or $128,392 at 6%.
CIRCLE L CAPITAL MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST-9$844,192$138,663$15,407iApproximate average salary by contribution assumption: employee only about $385,175 at 4% or $256,783 at 6%; with 50% employer match about $256,783 at 4% or $171,189 at 6%; with 100% employer match about $192,588 at 4% or $128,392 at 6%.
202219$607,240$125,636$13,960iApproximate average salary by contribution assumption: employee only about $348,989 at 4% or $232,659 at 6%; with 50% employer match about $232,659 at 4% or $155,106 at 6%; with 100% employer match about $174,494 at 4% or $116,330 at 6%.
CIRCLE L CAPITAL MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST-9$607,240$125,636$13,960iApproximate average salary by contribution assumption: employee only about $348,989 at 4% or $232,659 at 6%; with 50% employer match about $232,659 at 4% or $155,106 at 6%; with 100% employer match about $174,494 at 4% or $116,330 at 6%.
202118$592,582$109,060$13,633iApproximate average salary by contribution assumption: employee only about $340,813 at 4% or $227,208 at 6%; with 50% employer match about $227,208 at 4% or $151,472 at 6%; with 100% employer match about $170,406 at 4% or $113,604 at 6%.
CIRCLE L CAPITAL MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST-8$592,582$109,060$13,633iApproximate average salary by contribution assumption: employee only about $340,813 at 4% or $227,208 at 6%; with 50% employer match about $227,208 at 4% or $151,472 at 6%; with 100% employer match about $170,406 at 4% or $113,604 at 6%.
202018$429,122$94,307$11,788iApproximate average salary by contribution assumption: employee only about $294,709 at 4% or $196,473 at 6%; with 50% employer match about $196,473 at 4% or $130,982 at 6%; with 100% employer match about $147,355 at 4% or $98,236 at 6%.
CIRCLE L CAPITAL MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST-8$429,122$94,307$11,788iApproximate average salary by contribution assumption: employee only about $294,709 at 4% or $196,473 at 6%; with 50% employer match about $196,473 at 4% or $130,982 at 6%; with 100% employer match about $147,355 at 4% or $98,236 at 6%.
201918$272,983$83,560$10,445iApproximate average salary by contribution assumption: employee only about $261,125 at 4% or $174,083 at 6%; with 50% employer match about $174,083 at 4% or $116,056 at 6%; with 100% employer match about $130,563 at 4% or $87,042 at 6%.
CIRCLE L CAPITAL MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST-8$272,983$83,560$10,445iApproximate average salary by contribution assumption: employee only about $261,125 at 4% or $174,083 at 6%; with 50% employer match about $174,083 at 4% or $116,056 at 6%; with 100% employer match about $130,563 at 4% or $87,042 at 6%.
201818$155,528$32,674$4,084iApproximate average salary by contribution assumption: employee only about $102,106 at 4% or $68,071 at 6%; with 50% employer match about $68,071 at 4% or $45,381 at 6%; with 100% employer match about $51,053 at 4% or $34,035 at 6%.
CIRCLE L CAPITAL MANAGEMENT CO 401(K) PROFIT SHARING PLAN & TRUST-8$155,528$32,674$4,084iApproximate average salary by contribution assumption: employee only about $102,106 at 4% or $68,071 at 6%; with 50% employer match about $68,071 at 4% or $45,381 at 6%; with 100% employer match about $51,053 at 4% or $34,035 at 6%.