Civic Intelligence

Wjs Wealth Management Inc

Plan context: Wjs Wealth Management 401(K) Profit Sharing Plan

EIN 41-2075492 • Brookfield, WI • 14 filings • 2 plans

150 S Sunnyslope RoadSuite 101Brookfield, WI 53130
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,554,304

2024 Contributions

$124,857

Historical Graphs

Total Assets Over Time

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

$1,554,304$777,152$0201220182024YearValue
$1,554,304Latest year 2024

Participants Over Time

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

420201220182024YearValue
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$1,554,304$124,857$31,214iApproximate average salary by contribution assumption: employee only about $780,356 at 4% or $520,238 at 6%; with 50% employer match about $520,238 at 4% or $346,825 at 6%; with 100% employer match about $390,178 at 4% or $260,119 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-4$1,554,304$124,857$31,214iApproximate average salary by contribution assumption: employee only about $780,356 at 4% or $520,238 at 6%; with 50% employer match about $520,238 at 4% or $346,825 at 6%; with 100% employer match about $390,178 at 4% or $260,119 at 6%.
202313$1,195,813$138,614$46,205iApproximate average salary by contribution assumption: employee only about $1,155,117 at 4% or $770,078 at 6%; with 50% employer match about $770,078 at 4% or $513,385 at 6%; with 100% employer match about $577,558 at 4% or $385,039 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-3$1,195,813$138,614$46,205iApproximate average salary by contribution assumption: employee only about $1,155,117 at 4% or $770,078 at 6%; with 50% employer match about $770,078 at 4% or $513,385 at 6%; with 100% employer match about $577,558 at 4% or $385,039 at 6%.
202213$870,723$158,822$52,941iApproximate average salary by contribution assumption: employee only about $1,323,517 at 4% or $882,344 at 6%; with 50% employer match about $882,344 at 4% or $588,230 at 6%; with 100% employer match about $661,758 at 4% or $441,172 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-3$870,723$158,822$52,941iApproximate average salary by contribution assumption: employee only about $1,323,517 at 4% or $882,344 at 6%; with 50% employer match about $882,344 at 4% or $588,230 at 6%; with 100% employer match about $661,758 at 4% or $441,172 at 6%.
202113$908,468$113,580$37,860iApproximate average salary by contribution assumption: employee only about $946,500 at 4% or $631,000 at 6%; with 50% employer match about $631,000 at 4% or $420,667 at 6%; with 100% employer match about $473,250 at 4% or $315,500 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-3$908,468$113,580$37,860iApproximate average salary by contribution assumption: employee only about $946,500 at 4% or $631,000 at 6%; with 50% employer match about $631,000 at 4% or $420,667 at 6%; with 100% employer match about $473,250 at 4% or $315,500 at 6%.
202014$711,401$76,807$19,202iApproximate average salary by contribution assumption: employee only about $480,044 at 4% or $320,029 at 6%; with 50% employer match about $320,029 at 4% or $213,353 at 6%; with 100% employer match about $240,022 at 4% or $160,015 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-4$711,401$76,807$19,202iApproximate average salary by contribution assumption: employee only about $480,044 at 4% or $320,029 at 6%; with 50% employer match about $320,029 at 4% or $213,353 at 6%; with 100% employer match about $240,022 at 4% or $160,015 at 6%.
201913$585,623$68,974$22,991iApproximate average salary by contribution assumption: employee only about $574,783 at 4% or $383,189 at 6%; with 50% employer match about $383,189 at 4% or $255,459 at 6%; with 100% employer match about $287,392 at 4% or $191,594 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-3$585,623$68,974$22,991iApproximate average salary by contribution assumption: employee only about $574,783 at 4% or $383,189 at 6%; with 50% employer match about $383,189 at 4% or $255,459 at 6%; with 100% employer match about $287,392 at 4% or $191,594 at 6%.
201814$421,725$88,076$22,019iApproximate average salary by contribution assumption: employee only about $550,475 at 4% or $366,983 at 6%; with 50% employer match about $366,983 at 4% or $244,656 at 6%; with 100% employer match about $275,238 at 4% or $183,492 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-4$421,725$88,076$22,019iApproximate average salary by contribution assumption: employee only about $550,475 at 4% or $366,983 at 6%; with 50% employer match about $366,983 at 4% or $244,656 at 6%; with 100% employer match about $275,238 at 4% or $183,492 at 6%.
201714$385,536$45,296$11,324iApproximate average salary by contribution assumption: employee only about $283,100 at 4% or $188,733 at 6%; with 50% employer match about $188,733 at 4% or $125,822 at 6%; with 100% employer match about $141,550 at 4% or $94,367 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-4$385,536$45,296$11,324iApproximate average salary by contribution assumption: employee only about $283,100 at 4% or $188,733 at 6%; with 50% employer match about $188,733 at 4% or $125,822 at 6%; with 100% employer match about $141,550 at 4% or $94,367 at 6%.
201614$285,557$75,317$18,829iApproximate average salary by contribution assumption: employee only about $470,731 at 4% or $313,821 at 6%; with 50% employer match about $313,821 at 4% or $209,214 at 6%; with 100% employer match about $235,366 at 4% or $156,910 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-4$285,557$75,317$18,829iApproximate average salary by contribution assumption: employee only about $470,731 at 4% or $313,821 at 6%; with 50% employer match about $313,821 at 4% or $209,214 at 6%; with 100% employer match about $235,366 at 4% or $156,910 at 6%.
201523$366,482$49,492$16,497iApproximate average salary by contribution assumption: employee only about $412,433 at 4% or $274,956 at 6%; with 50% employer match about $274,956 at 4% or $183,304 at 6%; with 100% employer match about $206,217 at 4% or $137,478 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-3$183,241$24,746$8,249iApproximate average salary by contribution assumption: employee only about $206,217 at 4% or $137,478 at 6%; with 50% employer match about $137,478 at 4% or $91,652 at 6%; with 100% employer match about $103,108 at 4% or $68,739 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-3$183,241$24,746$8,249iApproximate average salary by contribution assumption: employee only about $206,217 at 4% or $137,478 at 6%; with 50% employer match about $137,478 at 4% or $91,652 at 6%; with 100% employer match about $103,108 at 4% or $68,739 at 6%.
201412$161,577$48,532$24,266iApproximate average salary by contribution assumption: employee only about $606,650 at 4% or $404,433 at 6%; with 50% employer match about $404,433 at 4% or $269,622 at 6%; with 100% employer match about $303,325 at 4% or $202,217 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-2$161,577$48,532$24,266iApproximate average salary by contribution assumption: employee only about $606,650 at 4% or $404,433 at 6%; with 50% employer match about $404,433 at 4% or $269,622 at 6%; with 100% employer match about $303,325 at 4% or $202,217 at 6%.
201312$105,698$63,255$31,628iApproximate average salary by contribution assumption: employee only about $790,688 at 4% or $527,125 at 6%; with 50% employer match about $527,125 at 4% or $351,417 at 6%; with 100% employer match about $395,344 at 4% or $263,563 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-2$105,698$63,255$31,628iApproximate average salary by contribution assumption: employee only about $790,688 at 4% or $527,125 at 6%; with 50% employer match about $527,125 at 4% or $351,417 at 6%; with 100% employer match about $395,344 at 4% or $263,563 at 6%.
201212$27,488$27,250$13,625iApproximate average salary by contribution assumption: employee only about $340,625 at 4% or $227,083 at 6%; with 50% employer match about $227,083 at 4% or $151,389 at 6%; with 100% employer match about $170,313 at 4% or $113,542 at 6%.
Wjs Wealth Management 401(K) Profit Sharing Plan-2$27,488$27,250$13,625iApproximate average salary by contribution assumption: employee only about $340,625 at 4% or $227,083 at 6%; with 50% employer match about $227,083 at 4% or $151,389 at 6%; with 100% employer match about $170,313 at 4% or $113,542 at 6%.