Civic Intelligence

WIEDERHOLD & KUMMERLEN P.A.

Plan context: Simplicity Plus Pooled Employer Plan

EIN 45-0140105 • West Palm Beach, FL • 85 filings • 12 plans

340 Columbia Drive - Suite 111West Palm Beach, FL 33409
Current Snapshot

Latest Year

2024

2024 Participants

814

2024 Assets

$4,531,247

2024 Contributions

$707,528

Historical Graphs

Total Assets Over Time

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

$4,531,247$2,265,624$020232024YearValue
$4,531,247Latest year 2024

Participants Over Time

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

8214110200020122024YearValue
814Latest 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
20247814$4,531,247$707,528$869iApproximate average salary by contribution assumption: employee only about $21,730 at 4% or $14,487 at 6%; with 50% employer match about $14,487 at 4% or $9,658 at 6%; with 100% employer match about $10,865 at 4% or $7,243 at 6%.
Simplicity Plus Pooled Employer Plan-31$3,158,180$213,719$6,894iApproximate average salary by contribution assumption: employee only about $172,354 at 4% or $114,903 at 6%; with 50% employer match about $114,903 at 4% or $76,602 at 6%; with 100% employer match about $86,177 at 4% or $57,451 at 6%.
Benefit Focused Pooled Employer Plan-40$1,373,067$493,809$12,345iApproximate average salary by contribution assumption: employee only about $308,631 at 4% or $205,754 at 6%; with 50% employer match about $205,754 at 4% or $137,169 at 6%; with 100% employer match about $154,315 at 4% or $102,877 at 6%.
Alerus Financial Self-Insured Health Plan-598---
Alerus Financial Dental Plan-628---
Alerus Financial Cafeteria Plan-563---
Life / Ad&D / Ltd Insurance Plan-814---
Alerus Financial Flexible Spending Account-220---
20236753$790,937$270,101$359iApproximate average salary by contribution assumption: employee only about $8,967 at 4% or $5,978 at 6%; with 50% employer match about $5,978 at 4% or $3,986 at 6%; with 100% employer match about $4,484 at 4% or $2,989 at 6%.
Benefit Focused Pooled Employer Plan-33$790,937$270,101$8,185iApproximate average salary by contribution assumption: employee only about $204,622 at 4% or $136,415 at 6%; with 50% employer match about $136,415 at 4% or $90,943 at 6%; with 100% employer match about $102,311 at 4% or $68,207 at 6%.
Alerus Financial Cafeteria Plan-245---
Alerus Financial Dental Plan-636---
Life / Ad&D / Ltd Insurance Plan-753---
Alerus Financial Self-Insured Health Plan-605---
Alerus Financial Flexible Spending Account-100---
20226821$0$10,015$12iApproximate average salary by contribution assumption: employee only about $305 at 4% or $203 at 6%; with 50% employer match about $203 at 4% or $136 at 6%; with 100% employer match about $152 at 4% or $102 at 6%.
Alerus Financial Self-Insured Health Plan-653---
Alerus Financial Dental Plan-699---
Life / Ad&D / Ltd Insurance Plan-821---
Alerus Financial Cafeteria Plan-253---
WIEDERHOLD & KUMMERLEN P. A. 401(K) PLAN-0$0$10,015-
Alerus Financial Flexible Spending Account-100---
20214816$0$0-
Alerus Financial Cafeteria Plan-250---
Alerus Financial Dental Plan-706---
Life / Ad&D / Ltd Insurance Plan-816---
Alerus Financial Self-Insured Health Plan-652---
20204799$0$0-
Alerus Financial Self-Insured Health Plan-634---
Alerus Financial Cafeteria Plan-266---
Alerus Financial Dental Plan-691---
Life / Ad&D / Ltd Insurance Plan-799---
20194790$0$0-
Alerus Financial Cafeteria Plan-277---
Alerus Financial Dental Plan-682---
Life / Ad&D / Ltd Insurance Plan-790---
Alerus Financial Self-Insured Health Plan-637---
20184810$0$0-
Alerus Financial Self-Insured Health Plan-631---
Life / Ad&D / Ltd Insurance Plan-810---
Alerus Financial Cafeteria Plan-201---
Alerus Financial Dental Plan-692---
20172768$0$0-
Alerus Financial Self-Insured Health Plan-619---
Life / Ad&D / Ltd Insurance Plan-768---
20162786$0$0-
Alerus Financial Self-Insured Health Plan-628---
Life / Ad&D / Ltd Insurance Plan-786---
20153637$0$0-
Alerus Financial Dental Plan-549---
Life / Ad&D / Ltd Insurance Plan-637---
Alerus Financial Self-Insured Health Plan-499---
20143612$0$0-
Alerus Financial Self-Insured Health Plan-499---
Alerus Financial Dental Plan-515---
Life / Ad&D / Ltd Insurance Plan-612---
20133535$0$0-
Alerus Financial Self-Insured Health Plan-433---
Alerus Financial Dental Plan-449---
Life / Ad&D / Ltd Insurance Plan-535---
20123513$0$0-
Life / Ad&D / Ltd Insurance Plan-513---
Alerus Financial Dental Plan-433---
Alerus Financial Self-Insured Health Plan-422---
20113476$0$0-
Alerus Financial Self-Insured Health Plan-385---
Alerus Financial Dental Plan-406---
Life / Ad&D / Ltd Insurance Plan-476---
20103480$0$0-
Alerus Financial Dental Plan-422---
Life / Ad&D / Ltd Insurance Plan-480---
Alerus Financial Self-Insured Health Plan-399---
20093398$0$0-
Alerus Financial Self-Insured Health Plan-320---
Alerus Financial Dental Plan-348---
Life / Ad&D / Ltd Insurance Plan-398---
20083408$0$0-
Alerus Financial Dental Plan-357---
Alerus Financial Self-Insured Health Plan-307---
Life / Ad&D / Ltd Insurance Plan-408---
20073382$0$0-
Alerus Financial Dental Plan-311---
Life / Ad&D / Ltd Insurance Plan-382---
Alerus Financial Self-Insured Health Plan-279---
20063348$0$0-
Life / Ad&D / Ltd Insurance Plan-348---
Alerus Financial Dental Plan-289---
Alerus Financial Self-Insured Health Plan-258---
20053313$0$0-
Life / Ad&D / Ltd Insurance Plan-313---
Alerus Financial Dental Plan-260---
Alerus Financial Self-Insured Health Plan-225---
20043298$0$0-
Life / Ad&D / Ltd Insurance Plan-298---
Alerus Financial Self-Insured Health Plan-220---
Alerus Financial Dental Plan-257---
20033307$0$0-
Alerus Financial Dental Plan-258---
Life / Ad&D / Ltd Insurance Plan-307---
Alerus Financial Self-Insured Health Plan-218---
20023245$0$0-
Life / Ad&D / Ltd Insurance Plan-245---
Alerus Financial Self-Insured Health Plan-177---
Alerus Financial Dental Plan-212---
20013254$0$0-
Life / Ad&D / Ltd Insurance Plan-254---
Alerus Financial Dental Plan-215---
Alerus Financial Self-Insured Health Plan-178---
20001216$0$0-
Alerus Financial Dental Plan-216---