Civic Intelligence

Metcalfe Markets Inc.

Plan context: Metcalfe Markets 401(K) Retirement Savings Plan

EIN 39-2020347 • Madison, WI • 10 filings • 1 plans

726 North Midvale BoulevardMadison, WI 53705
Current Snapshot

Latest Year

2024

2024 Participants

318

2024 Assets

$13,182,415

2024 Contributions

$941,971

Historical Graphs

Total Assets Over Time

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

$13,767,868$6,883,934$0201520192023YearValue
$13,182,415Latest year 2023

Participants Over Time

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

3391700201520192023YearValue
318Latest year 2023

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
202410$0$0-
Metcalfe Markets 401(K) Retirement Savings Plan-0$0--
20231318$13,182,415$941,971$2,962iApproximate average salary by contribution assumption: employee only about $74,054 at 4% or $49,370 at 6%; with 50% employer match about $49,370 at 4% or $32,913 at 6%; with 100% employer match about $37,027 at 4% or $24,685 at 6%.
Metcalfe Markets 401(K) Retirement Savings Plan-318$13,182,415$941,971$2,962iApproximate average salary by contribution assumption: employee only about $74,054 at 4% or $49,370 at 6%; with 50% employer match about $49,370 at 4% or $32,913 at 6%; with 100% employer match about $37,027 at 4% or $24,685 at 6%.
20221300$11,611,246$1,171,432$3,905iApproximate average salary by contribution assumption: employee only about $97,619 at 4% or $65,080 at 6%; with 50% employer match about $65,080 at 4% or $43,386 at 6%; with 100% employer match about $48,810 at 4% or $32,540 at 6%.
Metcalfe Markets 401(K) Retirement Savings Plan-300$11,611,246$1,171,432$3,905iApproximate average salary by contribution assumption: employee only about $97,619 at 4% or $65,080 at 6%; with 50% employer match about $65,080 at 4% or $43,386 at 6%; with 100% employer match about $48,810 at 4% or $32,540 at 6%.
20211281$13,767,868$804,168$2,862iApproximate average salary by contribution assumption: employee only about $71,545 at 4% or $47,697 at 6%; with 50% employer match about $47,697 at 4% or $31,798 at 6%; with 100% employer match about $35,773 at 4% or $23,848 at 6%.
Metcalfe Markets 401(K) Retirement Savings Plan-281$13,767,868$804,168$2,862iApproximate average salary by contribution assumption: employee only about $71,545 at 4% or $47,697 at 6%; with 50% employer match about $47,697 at 4% or $31,798 at 6%; with 100% employer match about $35,773 at 4% or $23,848 at 6%.
20201306$12,003,590$818,893$2,676iApproximate average salary by contribution assumption: employee only about $66,903 at 4% or $44,602 at 6%; with 50% employer match about $44,602 at 4% or $29,735 at 6%; with 100% employer match about $33,452 at 4% or $22,301 at 6%.
Metcalfe Markets 401(K) Retirement Savings Plan-306$12,003,590$818,893$2,676iApproximate average salary by contribution assumption: employee only about $66,903 at 4% or $44,602 at 6%; with 50% employer match about $44,602 at 4% or $29,735 at 6%; with 100% employer match about $33,452 at 4% or $22,301 at 6%.
20191303$11,041,791$679,801$2,244iApproximate average salary by contribution assumption: employee only about $56,089 at 4% or $37,393 at 6%; with 50% employer match about $37,393 at 4% or $24,929 at 6%; with 100% employer match about $28,045 at 4% or $18,696 at 6%.
Metcalfe Markets 401(K) Retirement Savings Plan-303$11,041,791$679,801$2,244iApproximate average salary by contribution assumption: employee only about $56,089 at 4% or $37,393 at 6%; with 50% employer match about $37,393 at 4% or $24,929 at 6%; with 100% employer match about $28,045 at 4% or $18,696 at 6%.
20181335$8,891,840$703,169$2,099iApproximate average salary by contribution assumption: employee only about $52,475 at 4% or $34,984 at 6%; with 50% employer match about $34,984 at 4% or $23,322 at 6%; with 100% employer match about $26,238 at 4% or $17,492 at 6%.
Metcalfe Markets 401(K) Retirement Savings Plan-335$8,891,840$703,169$2,099iApproximate average salary by contribution assumption: employee only about $52,475 at 4% or $34,984 at 6%; with 50% employer match about $34,984 at 4% or $23,322 at 6%; with 100% employer match about $26,238 at 4% or $17,492 at 6%.
20171339$9,088,430$732,200$2,160iApproximate average salary by contribution assumption: employee only about $53,997 at 4% or $35,998 at 6%; with 50% employer match about $35,998 at 4% or $23,999 at 6%; with 100% employer match about $26,999 at 4% or $17,999 at 6%.
Metcalfe Markets 401(K) Retirement Savings Plan-339$9,088,430$732,200$2,160iApproximate average salary by contribution assumption: employee only about $53,997 at 4% or $35,998 at 6%; with 50% employer match about $35,998 at 4% or $23,999 at 6%; with 100% employer match about $26,999 at 4% or $17,999 at 6%.
20161334$8,296,808$717,188$2,147iApproximate average salary by contribution assumption: employee only about $53,682 at 4% or $35,788 at 6%; with 50% employer match about $35,788 at 4% or $23,859 at 6%; with 100% employer match about $26,841 at 4% or $17,894 at 6%.
Metcalfe Markets 401(K) Retirement Savings Plan-334$8,296,808$717,188$2,147iApproximate average salary by contribution assumption: employee only about $53,682 at 4% or $35,788 at 6%; with 50% employer match about $35,788 at 4% or $23,859 at 6%; with 100% employer match about $26,841 at 4% or $17,894 at 6%.
20151310$7,387,461$680,873$2,196iApproximate average salary by contribution assumption: employee only about $54,909 at 4% or $36,606 at 6%; with 50% employer match about $36,606 at 4% or $24,404 at 6%; with 100% employer match about $27,455 at 4% or $18,303 at 6%.
Metcalfe Markets 401(K) Retirement Savings Plan-310$7,387,461$680,873$2,196iApproximate average salary by contribution assumption: employee only about $54,909 at 4% or $36,606 at 6%; with 50% employer match about $36,606 at 4% or $24,404 at 6%; with 100% employer match about $27,455 at 4% or $18,303 at 6%.