Civic Intelligence

Jones Kertz & Associates Inc.

Plan context: Wcmi Profit Sharing Plan

EIN 41-1488810 • Blaine, MN • 39 filings • 5 plans

9298 Central Ave. NE Suite 210Blaine, MN 55434
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$10,651,464

2024 Contributions

$129,818

Historical Graphs

Total Assets Over Time

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

$10,651,464$5,325,732$0199920132024YearValue
$10,651,464Latest year 2024

Participants Over Time

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

530199920122024YearValue
4Latest year 2024

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
202414$10,651,464$129,818$32,455iApproximate average salary by contribution assumption: employee only about $811,363 at 4% or $540,908 at 6%; with 50% employer match about $540,908 at 4% or $360,606 at 6%; with 100% employer match about $405,681 at 4% or $270,454 at 6%.
Wcmi Profit Sharing Plan-4$10,651,464$129,818$32,455iApproximate average salary by contribution assumption: employee only about $811,363 at 4% or $540,908 at 6%; with 50% employer match about $540,908 at 4% or $360,606 at 6%; with 100% employer match about $405,681 at 4% or $270,454 at 6%.
202314$8,287,893$128,070$32,018iApproximate average salary by contribution assumption: employee only about $800,438 at 4% or $533,625 at 6%; with 50% employer match about $533,625 at 4% or $355,750 at 6%; with 100% employer match about $400,219 at 4% or $266,813 at 6%.
Wcmi Profit Sharing Plan-4$8,287,893$128,070$32,018iApproximate average salary by contribution assumption: employee only about $800,438 at 4% or $533,625 at 6%; with 50% employer match about $533,625 at 4% or $355,750 at 6%; with 100% employer match about $400,219 at 4% or $266,813 at 6%.
202214$5,972,239$123,269$30,817iApproximate average salary by contribution assumption: employee only about $770,431 at 4% or $513,621 at 6%; with 50% employer match about $513,621 at 4% or $342,414 at 6%; with 100% employer match about $385,216 at 4% or $256,810 at 6%.
Wcmi Profit Sharing Plan-4$5,972,239$123,269$30,817iApproximate average salary by contribution assumption: employee only about $770,431 at 4% or $513,621 at 6%; with 50% employer match about $513,621 at 4% or $342,414 at 6%; with 100% employer match about $385,216 at 4% or $256,810 at 6%.
202115$9,384,566$407,608$81,522iApproximate average salary by contribution assumption: employee only about $2,038,040 at 4% or $1,358,693 at 6%; with 50% employer match about $1,358,693 at 4% or $905,796 at 6%; with 100% employer match about $1,019,020 at 4% or $679,347 at 6%.
Wcmi Profit Sharing Plan-5$9,384,566$407,608$81,522iApproximate average salary by contribution assumption: employee only about $2,038,040 at 4% or $1,358,693 at 6%; with 50% employer match about $1,358,693 at 4% or $905,796 at 6%; with 100% employer match about $1,019,020 at 4% or $679,347 at 6%.
202014$7,011,224$108,737$27,184iApproximate average salary by contribution assumption: employee only about $679,606 at 4% or $453,071 at 6%; with 50% employer match about $453,071 at 4% or $302,047 at 6%; with 100% employer match about $339,803 at 4% or $226,535 at 6%.
Wcmi Profit Sharing Plan-4$7,011,224$108,737$27,184iApproximate average salary by contribution assumption: employee only about $679,606 at 4% or $453,071 at 6%; with 50% employer match about $453,071 at 4% or $302,047 at 6%; with 100% employer match about $339,803 at 4% or $226,535 at 6%.
201914$5,196,134$107,473$26,868iApproximate average salary by contribution assumption: employee only about $671,706 at 4% or $447,804 at 6%; with 50% employer match about $447,804 at 4% or $298,536 at 6%; with 100% employer match about $335,853 at 4% or $223,902 at 6%.
Wcmi Profit Sharing Plan-4$5,196,134$107,473$26,868iApproximate average salary by contribution assumption: employee only about $671,706 at 4% or $447,804 at 6%; with 50% employer match about $447,804 at 4% or $298,536 at 6%; with 100% employer match about $335,853 at 4% or $223,902 at 6%.
201814$3,868,110$107,500$26,875iApproximate average salary by contribution assumption: employee only about $671,875 at 4% or $447,917 at 6%; with 50% employer match about $447,917 at 4% or $298,611 at 6%; with 100% employer match about $335,938 at 4% or $223,958 at 6%.
Wcmi Profit Sharing Plan-4$3,868,110$107,500$26,875iApproximate average salary by contribution assumption: employee only about $671,875 at 4% or $447,917 at 6%; with 50% employer match about $447,917 at 4% or $298,611 at 6%; with 100% employer match about $335,938 at 4% or $223,958 at 6%.
201714$3,886,514$105,885$26,471iApproximate average salary by contribution assumption: employee only about $661,781 at 4% or $441,188 at 6%; with 50% employer match about $441,188 at 4% or $294,125 at 6%; with 100% employer match about $330,891 at 4% or $220,594 at 6%.
Wcmi Profit Sharing Plan-4$3,886,514$105,885$26,471iApproximate average salary by contribution assumption: employee only about $661,781 at 4% or $441,188 at 6%; with 50% employer match about $441,188 at 4% or $294,125 at 6%; with 100% employer match about $330,891 at 4% or $220,594 at 6%.
201614$3,069,627$104,412$26,103iApproximate average salary by contribution assumption: employee only about $652,575 at 4% or $435,050 at 6%; with 50% employer match about $435,050 at 4% or $290,033 at 6%; with 100% employer match about $326,288 at 4% or $217,525 at 6%.
Wcmi Profit Sharing Plan-4$3,069,627$104,412$26,103iApproximate average salary by contribution assumption: employee only about $652,575 at 4% or $435,050 at 6%; with 50% employer match about $435,050 at 4% or $290,033 at 6%; with 100% employer match about $326,288 at 4% or $217,525 at 6%.
201514$2,764,948$105,383$26,346iApproximate average salary by contribution assumption: employee only about $658,644 at 4% or $439,096 at 6%; with 50% employer match about $439,096 at 4% or $292,731 at 6%; with 100% employer match about $329,322 at 4% or $219,548 at 6%.
Wcmi Profit Sharing Plan-4$2,764,948$105,383$26,346iApproximate average salary by contribution assumption: employee only about $658,644 at 4% or $439,096 at 6%; with 50% employer match about $439,096 at 4% or $292,731 at 6%; with 100% employer match about $329,322 at 4% or $219,548 at 6%.
201414$2,629,833$1,841,506$460,377iApproximate average salary by contribution assumption: employee only about $11,509,413 at 4% or $7,672,942 at 6%; with 50% employer match about $7,672,942 at 4% or $5,115,294 at 6%; with 100% employer match about $5,754,706 at 4% or $3,836,471 at 6%.
Wcmi Profit Sharing Plan-4$2,629,833$1,841,506$460,377iApproximate average salary by contribution assumption: employee only about $11,509,413 at 4% or $7,672,942 at 6%; with 50% employer match about $7,672,942 at 4% or $5,115,294 at 6%; with 100% employer match about $5,754,706 at 4% or $3,836,471 at 6%.
201314$2,323,460$68,760$17,190iApproximate average salary by contribution assumption: employee only about $429,750 at 4% or $286,500 at 6%; with 50% employer match about $286,500 at 4% or $191,000 at 6%; with 100% employer match about $214,875 at 4% or $143,250 at 6%.
Wcmi Profit Sharing Plan-4$2,323,460$68,760$17,190iApproximate average salary by contribution assumption: employee only about $429,750 at 4% or $286,500 at 6%; with 50% employer match about $286,500 at 4% or $191,000 at 6%; with 100% employer match about $214,875 at 4% or $143,250 at 6%.
201224$1,859,755$94,420$23,605iApproximate average salary by contribution assumption: employee only about $590,125 at 4% or $393,417 at 6%; with 50% employer match about $393,417 at 4% or $262,278 at 6%; with 100% employer match about $295,063 at 4% or $196,708 at 6%.
Wcmi Profit Sharing Plan-4$1,859,755$43,100$10,775iApproximate average salary by contribution assumption: employee only about $269,375 at 4% or $179,583 at 6%; with 50% employer match about $179,583 at 4% or $119,722 at 6%; with 100% employer match about $134,688 at 4% or $89,792 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-0$0$51,320-
201124$1,541,751$95,998$24,000iApproximate average salary by contribution assumption: employee only about $599,988 at 4% or $399,992 at 6%; with 50% employer match about $399,992 at 4% or $266,661 at 6%; with 100% employer match about $299,994 at 4% or $199,996 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-4$885,583$54,476$13,619iApproximate average salary by contribution assumption: employee only about $340,475 at 4% or $226,983 at 6%; with 50% employer match about $226,983 at 4% or $151,322 at 6%; with 100% employer match about $170,238 at 4% or $113,492 at 6%.
Wcmi Profit Sharing Plan-4$656,168$41,522$10,381iApproximate average salary by contribution assumption: employee only about $259,513 at 4% or $173,008 at 6%; with 50% employer match about $173,008 at 4% or $115,339 at 6%; with 100% employer match about $129,756 at 4% or $86,504 at 6%.
201034$2,313,691$200,261$50,065iApproximate average salary by contribution assumption: employee only about $1,251,631 at 4% or $834,421 at 6%; with 50% employer match about $834,421 at 4% or $556,281 at 6%; with 100% employer match about $625,816 at 4% or $417,210 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-4$892,473$38,914$9,729iApproximate average salary by contribution assumption: employee only about $243,213 at 4% or $162,142 at 6%; with 50% employer match about $162,142 at 4% or $108,094 at 6%; with 100% employer match about $121,606 at 4% or $81,071 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-4$782,369$112,044$28,011iApproximate average salary by contribution assumption: employee only about $700,275 at 4% or $466,850 at 6%; with 50% employer match about $466,850 at 4% or $311,233 at 6%; with 100% employer match about $350,138 at 4% or $233,425 at 6%.
Wcmi Profit Sharing Plan-4$638,849$49,303$12,326iApproximate average salary by contribution assumption: employee only about $308,144 at 4% or $205,429 at 6%; with 50% employer match about $205,429 at 4% or $136,953 at 6%; with 100% employer match about $154,072 at 4% or $102,715 at 6%.
200924$1,310,476$124,782$31,196iApproximate average salary by contribution assumption: employee only about $779,888 at 4% or $519,925 at 6%; with 50% employer match about $519,925 at 4% or $346,617 at 6%; with 100% employer match about $389,944 at 4% or $259,963 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-4$782,369$112,044$28,011iApproximate average salary by contribution assumption: employee only about $700,275 at 4% or $466,850 at 6%; with 50% employer match about $466,850 at 4% or $311,233 at 6%; with 100% employer match about $350,138 at 4% or $233,425 at 6%.
Wcmi Profit Sharing Plan-4$528,107$12,738$3,185iApproximate average salary by contribution assumption: employee only about $79,613 at 4% or $53,075 at 6%; with 50% employer match about $53,075 at 4% or $35,383 at 6%; with 100% employer match about $39,806 at 4% or $26,538 at 6%.
200824$405,155$30,180$7,545iApproximate average salary by contribution assumption: employee only about $188,625 at 4% or $125,750 at 6%; with 50% employer match about $125,750 at 4% or $83,833 at 6%; with 100% employer match about $94,313 at 4% or $62,875 at 6%.
Wcmi Profit Sharing Plan-4$405,155$30,180$7,545iApproximate average salary by contribution assumption: employee only about $188,625 at 4% or $125,750 at 6%; with 50% employer match about $125,750 at 4% or $83,833 at 6%; with 100% employer match about $94,313 at 4% or $62,875 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-4---
200724$0$0-
Wcmi Profit Sharing Plan-4---
Whittlinger Capital Management Inc Money Purchase Plan-4---
200625$1,065,690$84,865$16,973iApproximate average salary by contribution assumption: employee only about $424,325 at 4% or $282,883 at 6%; with 50% employer match about $282,883 at 4% or $188,589 at 6%; with 100% employer match about $212,163 at 4% or $141,442 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-5$623,024$48,209$9,642iApproximate average salary by contribution assumption: employee only about $241,045 at 4% or $160,697 at 6%; with 50% employer match about $160,697 at 4% or $107,131 at 6%; with 100% employer match about $120,522 at 4% or $80,348 at 6%.
Wcmi Profit Sharing Plan-5$442,666$36,656$7,331iApproximate average salary by contribution assumption: employee only about $183,280 at 4% or $122,187 at 6%; with 50% employer match about $122,187 at 4% or $81,458 at 6%; with 100% employer match about $91,640 at 4% or $61,093 at 6%.
200524$883,210$66,000$16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-4$511,764$38,312$9,578iApproximate average salary by contribution assumption: employee only about $239,450 at 4% or $159,633 at 6%; with 50% employer match about $159,633 at 4% or $106,422 at 6%; with 100% employer match about $119,725 at 4% or $79,817 at 6%.
Wcmi Profit Sharing Plan-4$371,446$27,688$6,922iApproximate average salary by contribution assumption: employee only about $173,050 at 4% or $115,367 at 6%; with 50% employer match about $115,367 at 4% or $76,911 at 6%; with 100% employer match about $86,525 at 4% or $57,683 at 6%.
200424$796,047$63,600$15,900iApproximate average salary by contribution assumption: employee only about $397,500 at 4% or $265,000 at 6%; with 50% employer match about $265,000 at 4% or $176,667 at 6%; with 100% employer match about $198,750 at 4% or $132,500 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-4$449,351$38,624$9,656iApproximate average salary by contribution assumption: employee only about $241,400 at 4% or $160,933 at 6%; with 50% employer match about $160,933 at 4% or $107,289 at 6%; with 100% employer match about $120,700 at 4% or $80,467 at 6%.
Wcmi Profit Sharing Plan-4$346,696$24,976$6,244iApproximate average salary by contribution assumption: employee only about $156,100 at 4% or $104,067 at 6%; with 50% employer match about $104,067 at 4% or $69,378 at 6%; with 100% employer match about $78,050 at 4% or $52,033 at 6%.
200324$713,119$63,600$15,900iApproximate average salary by contribution assumption: employee only about $397,500 at 4% or $265,000 at 6%; with 50% employer match about $265,000 at 4% or $176,667 at 6%; with 100% employer match about $198,750 at 4% or $132,500 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-4$397,433$36,275$9,069iApproximate average salary by contribution assumption: employee only about $226,719 at 4% or $151,146 at 6%; with 50% employer match about $151,146 at 4% or $100,764 at 6%; with 100% employer match about $113,359 at 4% or $75,573 at 6%.
Wcmi Profit Sharing Plan-4$315,686$27,325$6,831iApproximate average salary by contribution assumption: employee only about $170,781 at 4% or $113,854 at 6%; with 50% employer match about $113,854 at 4% or $75,903 at 6%; with 100% employer match about $85,391 at 4% or $56,927 at 6%.
200223$488,936$55,600$18,533iApproximate average salary by contribution assumption: employee only about $463,333 at 4% or $308,889 at 6%; with 50% employer match about $308,889 at 4% or $205,926 at 6%; with 100% employer match about $231,667 at 4% or $154,444 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-3$281,463$30,311$10,104iApproximate average salary by contribution assumption: employee only about $252,592 at 4% or $168,394 at 6%; with 50% employer match about $168,394 at 4% or $112,263 at 6%; with 100% employer match about $126,296 at 4% or $84,197 at 6%.
Wcmi Profit Sharing Plan-3$207,473$25,289$8,430iApproximate average salary by contribution assumption: employee only about $210,742 at 4% or $140,494 at 6%; with 50% employer match about $140,494 at 4% or $93,663 at 6%; with 100% employer match about $105,371 at 4% or $70,247 at 6%.
200123$1,044,318$77,892$25,964iApproximate average salary by contribution assumption: employee only about $649,100 at 4% or $432,733 at 6%; with 50% employer match about $432,733 at 4% or $288,489 at 6%; with 100% employer match about $324,550 at 4% or $216,367 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-3$648,034$47,371$15,790iApproximate average salary by contribution assumption: employee only about $394,758 at 4% or $263,172 at 6%; with 50% employer match about $263,172 at 4% or $175,448 at 6%; with 100% employer match about $197,379 at 4% or $131,586 at 6%.
Wcmi Profit Sharing Plan-3$396,284$30,521$10,174iApproximate average salary by contribution assumption: employee only about $254,342 at 4% or $169,561 at 6%; with 50% employer match about $169,561 at 4% or $113,041 at 6%; with 100% employer match about $127,171 at 4% or $84,781 at 6%.
199922$1,209,930$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Whittlinger Capital Management Inc Money Purchase Plan-2$757,505$44,693$22,347iApproximate average salary by contribution assumption: employee only about $558,663 at 4% or $372,442 at 6%; with 50% employer match about $372,442 at 4% or $248,294 at 6%; with 100% employer match about $279,331 at 4% or $186,221 at 6%.
Wcmi Profit Sharing Plan-2$452,425$15,307$7,654iApproximate average salary by contribution assumption: employee only about $191,338 at 4% or $127,558 at 6%; with 50% employer match about $127,558 at 4% or $85,039 at 6%; with 100% employer match about $95,669 at 4% or $63,779 at 6%.