Civic Intelligence

Erisa Wise LLC

Plan context: Wealthy and Wise 401 (K) Plan

EIN 45-2945096 • Mackinaw, IL • 33 filings • 10 plans

PO Box 1002Mackinaw, IL 61755-1002
Current Snapshot

Latest Year

2020

2020 Participants

23

2020 Assets

$1,799,592

2020 Contributions

$990,495

Historical Graphs

Total Assets Over Time

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

$18,673,142$9,336,571$0201020152020YearValue
$1,799,592Latest year 2020

Participants Over Time

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

4652330201020152020YearValue
23Latest year 2020

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
2020223$1,799,592$990,495$43,065iApproximate average salary by contribution assumption: employee only about $1,076,625 at 4% or $717,750 at 6%; with 50% employer match about $717,750 at 4% or $478,500 at 6%; with 100% employer match about $538,313 at 4% or $358,875 at 6%.
Wealthy and Wise 401 (K) Plan-23$1,799,592$977,123$42,484iApproximate average salary by contribution assumption: employee only about $1,062,090 at 4% or $708,060 at 6%; with 50% employer match about $708,060 at 4% or $472,040 at 6%; with 100% employer match about $531,045 at 4% or $354,030 at 6%.
Wealthy and Wise 401 (K) Plan-0$0$13,372-
20192449$5,397,074$1,533,824$3,416iApproximate average salary by contribution assumption: employee only about $85,402 at 4% or $56,935 at 6%; with 50% employer match about $56,935 at 4% or $37,957 at 6%; with 100% employer match about $42,701 at 4% or $28,467 at 6%.
Wealthy and Wise 401 (K) Plan-449$5,397,074$1,149,692$2,561iApproximate average salary by contribution assumption: employee only about $64,014 at 4% or $42,676 at 6%; with 50% employer match about $42,676 at 4% or $28,451 at 6%; with 100% employer match about $32,007 at 4% or $21,338 at 6%.
The Breakthrough 401(K) Plan-0-$384,132-
20183457$7,629,216$2,342,542$5,126iApproximate average salary by contribution assumption: employee only about $128,148 at 4% or $85,432 at 6%; with 50% employer match about $85,432 at 4% or $56,955 at 6%; with 100% employer match about $64,074 at 4% or $42,716 at 6%.
Wealthy and Wise 401 (K) Plan-457$5,187,842$1,457,623$3,190iApproximate average salary by contribution assumption: employee only about $79,739 at 4% or $53,159 at 6%; with 50% employer match about $53,159 at 4% or $35,439 at 6%; with 100% employer match about $39,869 at 4% or $26,580 at 6%.
The Breakthrough 401(K) Plan-143$2,441,374$735,816$5,146iApproximate average salary by contribution assumption: employee only about $128,639 at 4% or $85,759 at 6%; with 50% employer match about $85,759 at 4% or $57,173 at 6%; with 100% employer match about $64,320 at 4% or $42,880 at 6%.
Payroll and Benefit Solutions 401 (K) Plan-0$0$149,103-
20174385$18,673,142$3,177,235$8,253iApproximate average salary by contribution assumption: employee only about $206,314 at 4% or $137,543 at 6%; with 50% employer match about $137,543 at 4% or $91,695 at 6%; with 100% employer match about $103,157 at 4% or $68,771 at 6%.
Wealthy and Wise 401 (K) Plan-385$10,045,289$1,846,094$4,795iApproximate average salary by contribution assumption: employee only about $119,876 at 4% or $79,917 at 6%; with 50% employer match about $79,917 at 4% or $53,278 at 6%; with 100% employer match about $59,938 at 4% or $39,959 at 6%.
Premier Trust Retirement Plan 401(K) & Trust-112$4,836,040$510,543$4,558iApproximate average salary by contribution assumption: employee only about $113,960 at 4% or $75,974 at 6%; with 50% employer match about $75,974 at 4% or $50,649 at 6%; with 100% employer match about $56,980 at 4% or $37,987 at 6%.
The Breakthrough 401(K) Plan-113$1,963,044$449,741$3,980iApproximate average salary by contribution assumption: employee only about $99,500 at 4% or $66,333 at 6%; with 50% employer match about $66,333 at 4% or $44,222 at 6%; with 100% employer match about $49,750 at 4% or $33,167 at 6%.
Payroll and Benefit Solutions 401 (K) Plan-73$1,828,769$370,857$5,080iApproximate average salary by contribution assumption: employee only about $127,006 at 4% or $84,671 at 6%; with 50% employer match about $84,671 at 4% or $56,447 at 6%; with 100% employer match about $63,503 at 4% or $42,335 at 6%.
20164385$15,556,575$3,313,699$8,607iApproximate average salary by contribution assumption: employee only about $215,175 at 4% or $143,450 at 6%; with 50% employer match about $143,450 at 4% or $95,633 at 6%; with 100% employer match about $107,588 at 4% or $71,725 at 6%.
Wealthy and Wise 401 (K) Plan-356$7,745,454$1,780,694$5,002iApproximate average salary by contribution assumption: employee only about $125,049 at 4% or $83,366 at 6%; with 50% employer match about $83,366 at 4% or $55,577 at 6%; with 100% employer match about $62,524 at 4% or $41,683 at 6%.
Premier Trust Retirement Plan 401(K) & Trust-385$5,114,153$908,307$2,359iApproximate average salary by contribution assumption: employee only about $58,981 at 4% or $39,321 at 6%; with 50% employer match about $39,321 at 4% or $26,214 at 6%; with 100% employer match about $29,490 at 4% or $19,660 at 6%.
The Breakthrough 401(K) Plan-141$1,363,348$359,647$2,551iApproximate average salary by contribution assumption: employee only about $63,767 at 4% or $42,511 at 6%; with 50% employer match about $42,511 at 4% or $28,341 at 6%; with 100% employer match about $31,884 at 4% or $21,256 at 6%.
Payroll and Benefit Solutions 401 (K) Plan-74$1,333,620$265,051$3,582iApproximate average salary by contribution assumption: employee only about $89,544 at 4% or $59,696 at 6%; with 50% employer match about $59,696 at 4% or $39,797 at 6%; with 100% employer match about $44,772 at 4% or $29,848 at 6%.
20155408$7,923,931$2,692,300$6,599iApproximate average salary by contribution assumption: employee only about $164,969 at 4% or $109,980 at 6%; with 50% employer match about $109,980 at 4% or $73,320 at 6%; with 100% employer match about $82,485 at 4% or $54,990 at 6%.
Premier Trust Retirement Plan 401(K) & Trust-408$4,779,825$1,233,642$3,024iApproximate average salary by contribution assumption: employee only about $75,591 at 4% or $50,394 at 6%; with 50% employer match about $50,394 at 4% or $33,596 at 6%; with 100% employer match about $37,795 at 4% or $25,197 at 6%.
Wealthy and Wise 401 (K) Plan-141$1,232,369$864,883$6,134iApproximate average salary by contribution assumption: employee only about $153,348 at 4% or $102,232 at 6%; with 50% employer match about $102,232 at 4% or $68,155 at 6%; with 100% employer match about $76,674 at 4% or $51,116 at 6%.
Payroll and Benefit Solutions 401 (K) Plan-62$1,116,885$246,446$3,975iApproximate average salary by contribution assumption: employee only about $99,373 at 4% or $66,249 at 6%; with 50% employer match about $66,249 at 4% or $44,166 at 6%; with 100% employer match about $49,687 at 4% or $33,124 at 6%.
The Breakthrough 401(K) Plan-89$565,835$273,044$3,068iApproximate average salary by contribution assumption: employee only about $76,698 at 4% or $51,132 at 6%; with 50% employer match about $51,132 at 4% or $34,088 at 6%; with 100% employer match about $38,349 at 4% or $25,566 at 6%.
PREMIER TRUST CASH BALANCE PENSION PLAN & TRUST-2$229,017$74,285$37,143iApproximate average salary by contribution assumption: employee only about $928,563 at 4% or $619,042 at 6%; with 50% employer match about $619,042 at 4% or $412,694 at 6%; with 100% employer match about $464,281 at 4% or $309,521 at 6%.
20146425$11,071,239$2,075,408$4,883iApproximate average salary by contribution assumption: employee only about $122,083 at 4% or $81,389 at 6%; with 50% employer match about $81,389 at 4% or $54,259 at 6%; with 100% employer match about $61,041 at 4% or $40,694 at 6%.
Premier Trust Retirement Plan 401(K) & Trust-425$7,912,976$1,318,592$3,103iApproximate average salary by contribution assumption: employee only about $77,564 at 4% or $51,709 at 6%; with 50% employer match about $51,709 at 4% or $34,473 at 6%; with 100% employer match about $38,782 at 4% or $25,855 at 6%.
PREMIER TRUST CASH BALANCE PENSION PLAN & TRUST-16$1,890,910$330,290$20,643iApproximate average salary by contribution assumption: employee only about $516,078 at 4% or $344,052 at 6%; with 50% employer match about $344,052 at 4% or $229,368 at 6%; with 100% employer match about $258,039 at 4% or $172,026 at 6%.
Payroll and Benefit Solutions 401 (K) Plan-16$900,487$63,862$3,991iApproximate average salary by contribution assumption: employee only about $99,784 at 4% or $66,523 at 6%; with 50% employer match about $66,523 at 4% or $44,349 at 6%; with 100% employer match about $49,892 at 4% or $33,261 at 6%.
The Breakthrough 401(K) Plan-34$326,207$322,222$9,477iApproximate average salary by contribution assumption: employee only about $236,928 at 4% or $157,952 at 6%; with 50% employer match about $157,952 at 4% or $105,301 at 6%; with 100% employer match about $118,464 at 4% or $78,976 at 6%.
Wealthy and Wise 401 (K) Plan-2$37,418$37,400$18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%.
GATEWAY 401 (K) PLAN-5$3,241$3,042$608iApproximate average salary by contribution assumption: employee only about $15,210 at 4% or $10,140 at 6%; with 50% employer match about $10,140 at 4% or $6,760 at 6%; with 100% employer match about $7,605 at 4% or $5,070 at 6%.
20132465$8,418,882$1,640,028$3,527iApproximate average salary by contribution assumption: employee only about $88,174 at 4% or $58,782 at 6%; with 50% employer match about $58,782 at 4% or $39,188 at 6%; with 100% employer match about $44,087 at 4% or $29,391 at 6%.
Premier Trust Retirement Plan 401(K) & Trust-465$6,807,478$1,303,627$2,803iApproximate average salary by contribution assumption: employee only about $70,087 at 4% or $46,725 at 6%; with 50% employer match about $46,725 at 4% or $31,150 at 6%; with 100% employer match about $35,044 at 4% or $23,362 at 6%.
PREMIER TRUST CASH BALANCE PENSION PLAN & TRUST-15$1,611,404$336,401$22,427iApproximate average salary by contribution assumption: employee only about $560,668 at 4% or $373,779 at 6%; with 50% employer match about $373,779 at 4% or $249,186 at 6%; with 100% employer match about $280,334 at 4% or $186,889 at 6%.
20122438$7,394,401$1,825,450$4,168iApproximate average salary by contribution assumption: employee only about $104,192 at 4% or $69,462 at 6%; with 50% employer match about $69,462 at 4% or $46,308 at 6%; with 100% employer match about $52,096 at 4% or $34,731 at 6%.
Premier Trust Retirement Plan 401(K) & Trust-438$6,133,912$1,557,570$3,556iApproximate average salary by contribution assumption: employee only about $88,902 at 4% or $59,268 at 6%; with 50% employer match about $59,268 at 4% or $39,512 at 6%; with 100% employer match about $44,451 at 4% or $29,634 at 6%.
PREMIER TRUST CASH BALANCE PENSION PLAN & TRUST-14$1,260,489$267,880$19,134iApproximate average salary by contribution assumption: employee only about $478,357 at 4% or $318,905 at 6%; with 50% employer match about $318,905 at 4% or $212,603 at 6%; with 100% employer match about $239,179 at 4% or $159,452 at 6%.
20112204$3,569,434$1,041,245$5,104iApproximate average salary by contribution assumption: employee only about $127,604 at 4% or $85,069 at 6%; with 50% employer match about $85,069 at 4% or $56,713 at 6%; with 100% employer match about $63,802 at 4% or $42,535 at 6%.
Premier Trust Retirement Plan 401(K) & Trust-204$3,009,017$799,235$3,918iApproximate average salary by contribution assumption: employee only about $97,945 at 4% or $65,297 at 6%; with 50% employer match about $65,297 at 4% or $43,531 at 6%; with 100% employer match about $48,973 at 4% or $32,648 at 6%.
NATIONAL RETIREMENT SECURITY CASH BALANCE PLAN-4$560,417$242,010$60,503iApproximate average salary by contribution assumption: employee only about $1,512,563 at 4% or $1,008,375 at 6%; with 50% employer match about $1,008,375 at 4% or $672,250 at 6%; with 100% employer match about $756,281 at 4% or $504,188 at 6%.
201014$311,062$311,062$77,766iApproximate average salary by contribution assumption: employee only about $1,944,138 at 4% or $1,296,092 at 6%; with 50% employer match about $1,296,092 at 4% or $864,061 at 6%; with 100% employer match about $972,069 at 4% or $648,046 at 6%.
NATIONAL RETIREMENT SECURITY CASH BALANCE PLAN-4$311,062$311,062$77,766iApproximate average salary by contribution assumption: employee only about $1,944,138 at 4% or $1,296,092 at 6%; with 50% employer match about $1,296,092 at 4% or $864,061 at 6%; with 100% employer match about $972,069 at 4% or $648,046 at 6%.