Civic Intelligence

Verstegen Wealth Management LLC

Plan context: Verstegen Wealth Management LLC 401(K) Plan

EIN 45-4383712 • Kimberly, WI • 12 filings • 1 plans

707 Cobblestone LaneKimberly, WI 54136
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,785,234

2024 Contributions

$112,156

Historical Graphs

Total Assets Over Time

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

$1,785,234$892,617$0201320192024YearValue
$1,785,234Latest year 2024

Participants Over Time

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

740201320192024YearValue
7Latest 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
202417$1,785,234$112,156$16,022iApproximate average salary by contribution assumption: employee only about $400,557 at 4% or $267,038 at 6%; with 50% employer match about $267,038 at 4% or $178,025 at 6%; with 100% employer match about $200,279 at 4% or $133,519 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-7$1,785,234$112,156$16,022iApproximate average salary by contribution assumption: employee only about $400,557 at 4% or $267,038 at 6%; with 50% employer match about $267,038 at 4% or $178,025 at 6%; with 100% employer match about $200,279 at 4% or $133,519 at 6%.
202316$1,361,622$94,916$15,819iApproximate average salary by contribution assumption: employee only about $395,483 at 4% or $263,656 at 6%; with 50% employer match about $263,656 at 4% or $175,770 at 6%; with 100% employer match about $197,742 at 4% or $131,828 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-6$1,361,622$94,916$15,819iApproximate average salary by contribution assumption: employee only about $395,483 at 4% or $263,656 at 6%; with 50% employer match about $263,656 at 4% or $175,770 at 6%; with 100% employer match about $197,742 at 4% or $131,828 at 6%.
202217$1,055,648$101,650$14,521iApproximate average salary by contribution assumption: employee only about $363,036 at 4% or $242,024 at 6%; with 50% employer match about $242,024 at 4% or $161,349 at 6%; with 100% employer match about $181,518 at 4% or $121,012 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-7$1,055,648$101,650$14,521iApproximate average salary by contribution assumption: employee only about $363,036 at 4% or $242,024 at 6%; with 50% employer match about $242,024 at 4% or $161,349 at 6%; with 100% employer match about $181,518 at 4% or $121,012 at 6%.
202116$1,290,439$120,615$20,103iApproximate average salary by contribution assumption: employee only about $502,563 at 4% or $335,042 at 6%; with 50% employer match about $335,042 at 4% or $223,361 at 6%; with 100% employer match about $251,281 at 4% or $167,521 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-6$1,290,439$120,615$20,103iApproximate average salary by contribution assumption: employee only about $502,563 at 4% or $335,042 at 6%; with 50% employer match about $335,042 at 4% or $223,361 at 6%; with 100% employer match about $251,281 at 4% or $167,521 at 6%.
202015$975,380$100,451$20,090iApproximate average salary by contribution assumption: employee only about $502,255 at 4% or $334,837 at 6%; with 50% employer match about $334,837 at 4% or $223,224 at 6%; with 100% employer match about $251,128 at 4% or $167,418 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-5$975,380$100,451$20,090iApproximate average salary by contribution assumption: employee only about $502,255 at 4% or $334,837 at 6%; with 50% employer match about $334,837 at 4% or $223,224 at 6%; with 100% employer match about $251,128 at 4% or $167,418 at 6%.
201914$689,318$96,631$24,158iApproximate average salary by contribution assumption: employee only about $603,944 at 4% or $402,629 at 6%; with 50% employer match about $402,629 at 4% or $268,419 at 6%; with 100% employer match about $301,972 at 4% or $201,315 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-4$689,318$96,631$24,158iApproximate average salary by contribution assumption: employee only about $603,944 at 4% or $402,629 at 6%; with 50% employer match about $402,629 at 4% or $268,419 at 6%; with 100% employer match about $301,972 at 4% or $201,315 at 6%.
201814$465,698$93,318$23,330iApproximate average salary by contribution assumption: employee only about $583,238 at 4% or $388,825 at 6%; with 50% employer match about $388,825 at 4% or $259,217 at 6%; with 100% employer match about $291,619 at 4% or $194,413 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-4$465,698$93,318$23,330iApproximate average salary by contribution assumption: employee only about $583,238 at 4% or $388,825 at 6%; with 50% employer match about $388,825 at 4% or $259,217 at 6%; with 100% employer match about $291,619 at 4% or $194,413 at 6%.
201714$407,872$91,008$22,752iApproximate average salary by contribution assumption: employee only about $568,800 at 4% or $379,200 at 6%; with 50% employer match about $379,200 at 4% or $252,800 at 6%; with 100% employer match about $284,400 at 4% or $189,600 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-4$407,872$91,008$22,752iApproximate average salary by contribution assumption: employee only about $568,800 at 4% or $379,200 at 6%; with 50% employer match about $379,200 at 4% or $252,800 at 6%; with 100% employer match about $284,400 at 4% or $189,600 at 6%.
201614$259,064$71,832$17,958iApproximate average salary by contribution assumption: employee only about $448,950 at 4% or $299,300 at 6%; with 50% employer match about $299,300 at 4% or $199,533 at 6%; with 100% employer match about $224,475 at 4% or $149,650 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-4$259,064$71,832$17,958iApproximate average salary by contribution assumption: employee only about $448,950 at 4% or $299,300 at 6%; with 50% employer match about $299,300 at 4% or $199,533 at 6%; with 100% employer match about $224,475 at 4% or $149,650 at 6%.
201514$183,172$73,209$18,302iApproximate average salary by contribution assumption: employee only about $457,556 at 4% or $305,038 at 6%; with 50% employer match about $305,038 at 4% or $203,358 at 6%; with 100% employer match about $228,778 at 4% or $152,519 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-4$183,172$73,209$18,302iApproximate average salary by contribution assumption: employee only about $457,556 at 4% or $305,038 at 6%; with 50% employer match about $305,038 at 4% or $203,358 at 6%; with 100% employer match about $228,778 at 4% or $152,519 at 6%.
201414$112,659$70,464$17,616iApproximate average salary by contribution assumption: employee only about $440,400 at 4% or $293,600 at 6%; with 50% employer match about $293,600 at 4% or $195,733 at 6%; with 100% employer match about $220,200 at 4% or $146,800 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-4$112,659$70,464$17,616iApproximate average salary by contribution assumption: employee only about $440,400 at 4% or $293,600 at 6%; with 50% employer match about $293,600 at 4% or $195,733 at 6%; with 100% employer match about $220,200 at 4% or $146,800 at 6%.
201313$39,619$38,643$12,881iApproximate average salary by contribution assumption: employee only about $322,025 at 4% or $214,683 at 6%; with 50% employer match about $214,683 at 4% or $143,122 at 6%; with 100% employer match about $161,013 at 4% or $107,342 at 6%.
Verstegen Wealth Management LLC 401(K) Plan-3$39,619$38,643$12,881iApproximate average salary by contribution assumption: employee only about $322,025 at 4% or $214,683 at 6%; with 50% employer match about $214,683 at 4% or $143,122 at 6%; with 100% employer match about $161,013 at 4% or $107,342 at 6%.