Lauenstein & Associates Inc
Plan context: Lauenstein Associates Inc 401 K Profit Sharing Plan Trust
EIN 39-2024573 • Milwaukee, WI • 9 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
8
2018 Assets
$786,935
2018 Contributions
$91,355
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 8 | $786,935 | $91,355 | $11,419iApproximate average salary by contribution assumption: employee only about $285,484 at 4% or $190,323 at 6%; with 50% employer match about $190,323 at 4% or $126,882 at 6%; with 100% employer match about $142,742 at 4% or $95,161 at 6%. |
| Lauenstein Associates Inc 401 K Profit Sharing Plan Trust | - | 8 | $786,935 | $91,355 | $11,419iApproximate average salary by contribution assumption: employee only about $285,484 at 4% or $190,323 at 6%; with 50% employer match about $190,323 at 4% or $126,882 at 6%; with 100% employer match about $142,742 at 4% or $95,161 at 6%. |
| 2017 | 1 | 8 | $740,750 | $90,291 | $11,286iApproximate average salary by contribution assumption: employee only about $282,159 at 4% or $188,106 at 6%; with 50% employer match about $188,106 at 4% or $125,404 at 6%; with 100% employer match about $141,080 at 4% or $94,053 at 6%. |
| Lauenstein Associates Inc 401 K Profit Sharing Plan Trust | - | 8 | $740,750 | $90,291 | $11,286iApproximate average salary by contribution assumption: employee only about $282,159 at 4% or $188,106 at 6%; with 50% employer match about $188,106 at 4% or $125,404 at 6%; with 100% employer match about $141,080 at 4% or $94,053 at 6%. |
| 2016 | 1 | 8 | $543,410 | $89,047 | $11,131iApproximate average salary by contribution assumption: employee only about $278,272 at 4% or $185,515 at 6%; with 50% employer match about $185,515 at 4% or $123,676 at 6%; with 100% employer match about $139,136 at 4% or $92,757 at 6%. |
| Lauenstein Associates Inc 401 K Profit Sharing Plan Trust | - | 8 | $543,410 | $89,047 | $11,131iApproximate average salary by contribution assumption: employee only about $278,272 at 4% or $185,515 at 6%; with 50% employer match about $185,515 at 4% or $123,676 at 6%; with 100% employer match about $139,136 at 4% or $92,757 at 6%. |
| 2015 | 1 | 9 | $444,551 | $90,607 | $10,067iApproximate average salary by contribution assumption: employee only about $251,686 at 4% or $167,791 at 6%; with 50% employer match about $167,791 at 4% or $111,860 at 6%; with 100% employer match about $125,843 at 4% or $83,895 at 6%. |
| Lauenstein Associates Inc 401 K Profit Sharing Plan Trust | - | 9 | $444,551 | $90,607 | $10,067iApproximate average salary by contribution assumption: employee only about $251,686 at 4% or $167,791 at 6%; with 50% employer match about $167,791 at 4% or $111,860 at 6%; with 100% employer match about $125,843 at 4% or $83,895 at 6%. |
| 2014 | 1 | 9 | $350,315 | $86,802 | $9,645iApproximate average salary by contribution assumption: employee only about $241,117 at 4% or $160,744 at 6%; with 50% employer match about $160,744 at 4% or $107,163 at 6%; with 100% employer match about $120,558 at 4% or $80,372 at 6%. |
| Lauenstein Associates Inc 401 K Profit Sharing Plan Trust | - | 9 | $350,315 | $86,802 | $9,645iApproximate average salary by contribution assumption: employee only about $241,117 at 4% or $160,744 at 6%; with 50% employer match about $160,744 at 4% or $107,163 at 6%; with 100% employer match about $120,558 at 4% or $80,372 at 6%. |
| 2013 | 1 | 8 | $243,981 | $89,513 | $11,189iApproximate average salary by contribution assumption: employee only about $279,728 at 4% or $186,485 at 6%; with 50% employer match about $186,485 at 4% or $124,324 at 6%; with 100% employer match about $139,864 at 4% or $93,243 at 6%. |
| Lauenstein Associates Inc 401 K Profit Sharing Plan Trust | - | 8 | $243,981 | $89,513 | $11,189iApproximate average salary by contribution assumption: employee only about $279,728 at 4% or $186,485 at 6%; with 50% employer match about $186,485 at 4% or $124,324 at 6%; with 100% employer match about $139,864 at 4% or $93,243 at 6%. |
| 2012 | 1 | 9 | $129,596 | $44,319 | $4,924iApproximate average salary by contribution assumption: employee only about $123,108 at 4% or $82,072 at 6%; with 50% employer match about $82,072 at 4% or $54,715 at 6%; with 100% employer match about $61,554 at 4% or $41,036 at 6%. |
| Lauenstein Associates Inc 401 K Profit Sharing Plan Trust | - | 9 | $129,596 | $44,319 | $4,924iApproximate average salary by contribution assumption: employee only about $123,108 at 4% or $82,072 at 6%; with 50% employer match about $82,072 at 4% or $54,715 at 6%; with 100% employer match about $61,554 at 4% or $41,036 at 6%. |
| 2011 | 1 | 6 | $72,170 | $21,259 | $3,543iApproximate average salary by contribution assumption: employee only about $88,579 at 4% or $59,053 at 6%; with 50% employer match about $59,053 at 4% or $39,369 at 6%; with 100% employer match about $44,290 at 4% or $29,526 at 6%. |
| Lauenstein Associates Inc 401 K Profit Sharing Plan Trust | - | 6 | $72,170 | $21,259 | $3,543iApproximate average salary by contribution assumption: employee only about $88,579 at 4% or $59,053 at 6%; with 50% employer match about $59,053 at 4% or $39,369 at 6%; with 100% employer match about $44,290 at 4% or $29,526 at 6%. |
| 2010 | 1 | 7 | $51,112 | $42,709 | $6,101iApproximate average salary by contribution assumption: employee only about $152,532 at 4% or $101,688 at 6%; with 50% employer match about $101,688 at 4% or $67,792 at 6%; with 100% employer match about $76,266 at 4% or $50,844 at 6%. |
| Lauenstein Associates Inc 401 K Profit Sharing Plan Trust | - | 7 | $51,112 | $42,709 | $6,101iApproximate average salary by contribution assumption: employee only about $152,532 at 4% or $101,688 at 6%; with 50% employer match about $101,688 at 4% or $67,792 at 6%; with 100% employer match about $76,266 at 4% or $50,844 at 6%. |