Boen & Associates Inc.
Plan context: Boen & Associates Inc. 401K Plan
EIN 46-0308304 • Little Chute, WI • 16 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
34
2024 Assets
$6,890,727
2024 Contributions
$372,439
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 34 | $6,890,727 | $372,439 | $10,954iApproximate average salary by contribution assumption: employee only about $273,852 at 4% or $182,568 at 6%; with 50% employer match about $182,568 at 4% or $121,712 at 6%; with 100% employer match about $136,926 at 4% or $91,284 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 34 | $6,890,727 | $372,439 | $10,954iApproximate average salary by contribution assumption: employee only about $273,852 at 4% or $182,568 at 6%; with 50% employer match about $182,568 at 4% or $121,712 at 6%; with 100% employer match about $136,926 at 4% or $91,284 at 6%. |
| 2023 | 1 | 32 | $5,826,440 | $351,782 | $10,993iApproximate average salary by contribution assumption: employee only about $274,830 at 4% or $183,220 at 6%; with 50% employer match about $183,220 at 4% or $122,147 at 6%; with 100% employer match about $137,415 at 4% or $91,610 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 32 | $5,826,440 | $351,782 | $10,993iApproximate average salary by contribution assumption: employee only about $274,830 at 4% or $183,220 at 6%; with 50% employer match about $183,220 at 4% or $122,147 at 6%; with 100% employer match about $137,415 at 4% or $91,610 at 6%. |
| 2022 | 1 | 36 | $5,181,566 | $358,142 | $9,948iApproximate average salary by contribution assumption: employee only about $248,710 at 4% or $165,806 at 6%; with 50% employer match about $165,806 at 4% or $110,538 at 6%; with 100% employer match about $124,355 at 4% or $82,903 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 36 | $5,181,566 | $358,142 | $9,948iApproximate average salary by contribution assumption: employee only about $248,710 at 4% or $165,806 at 6%; with 50% employer match about $165,806 at 4% or $110,538 at 6%; with 100% employer match about $124,355 at 4% or $82,903 at 6%. |
| 2021 | 1 | 36 | $6,122,791 | $338,404 | $9,400iApproximate average salary by contribution assumption: employee only about $235,003 at 4% or $156,669 at 6%; with 50% employer match about $156,669 at 4% or $104,446 at 6%; with 100% employer match about $117,501 at 4% or $78,334 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 36 | $6,122,791 | $338,404 | $9,400iApproximate average salary by contribution assumption: employee only about $235,003 at 4% or $156,669 at 6%; with 50% employer match about $156,669 at 4% or $104,446 at 6%; with 100% employer match about $117,501 at 4% or $78,334 at 6%. |
| 2020 | 1 | 37 | $5,553,331 | $1,076,871 | $29,105iApproximate average salary by contribution assumption: employee only about $727,616 at 4% or $485,077 at 6%; with 50% employer match about $485,077 at 4% or $323,385 at 6%; with 100% employer match about $363,808 at 4% or $242,539 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 37 | $5,553,331 | $1,076,871 | $29,105iApproximate average salary by contribution assumption: employee only about $727,616 at 4% or $485,077 at 6%; with 50% employer match about $485,077 at 4% or $323,385 at 6%; with 100% employer match about $363,808 at 4% or $242,539 at 6%. |
| 2019 | 1 | 38 | $4,224,115 | $312,711 | $8,229iApproximate average salary by contribution assumption: employee only about $205,731 at 4% or $137,154 at 6%; with 50% employer match about $137,154 at 4% or $91,436 at 6%; with 100% employer match about $102,865 at 4% or $68,577 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 38 | $4,224,115 | $312,711 | $8,229iApproximate average salary by contribution assumption: employee only about $205,731 at 4% or $137,154 at 6%; with 50% employer match about $137,154 at 4% or $91,436 at 6%; with 100% employer match about $102,865 at 4% or $68,577 at 6%. |
| 2018 | 1 | 36 | $3,243,159 | $410,582 | $11,405iApproximate average salary by contribution assumption: employee only about $285,126 at 4% or $190,084 at 6%; with 50% employer match about $190,084 at 4% or $126,723 at 6%; with 100% employer match about $142,563 at 4% or $95,042 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 36 | $3,243,159 | $410,582 | $11,405iApproximate average salary by contribution assumption: employee only about $285,126 at 4% or $190,084 at 6%; with 50% employer match about $190,084 at 4% or $126,723 at 6%; with 100% employer match about $142,563 at 4% or $95,042 at 6%. |
| 2017 | 1 | 28 | $3,084,085 | $241,792 | $8,635iApproximate average salary by contribution assumption: employee only about $215,886 at 4% or $143,924 at 6%; with 50% employer match about $143,924 at 4% or $95,949 at 6%; with 100% employer match about $107,943 at 4% or $71,962 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 28 | $3,084,085 | $241,792 | $8,635iApproximate average salary by contribution assumption: employee only about $215,886 at 4% or $143,924 at 6%; with 50% employer match about $143,924 at 4% or $95,949 at 6%; with 100% employer match about $107,943 at 4% or $71,962 at 6%. |
| 2016 | 1 | 29 | $2,700,346 | $284,217 | $9,801iApproximate average salary by contribution assumption: employee only about $245,015 at 4% or $163,343 at 6%; with 50% employer match about $163,343 at 4% or $108,895 at 6%; with 100% employer match about $122,507 at 4% or $81,672 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 29 | $2,700,346 | $284,217 | $9,801iApproximate average salary by contribution assumption: employee only about $245,015 at 4% or $163,343 at 6%; with 50% employer match about $163,343 at 4% or $108,895 at 6%; with 100% employer match about $122,507 at 4% or $81,672 at 6%. |
| 2015 | 1 | 30 | $2,276,816 | $260,879 | $8,696iApproximate average salary by contribution assumption: employee only about $217,399 at 4% or $144,933 at 6%; with 50% employer match about $144,933 at 4% or $96,622 at 6%; with 100% employer match about $108,700 at 4% or $72,466 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 30 | $2,276,816 | $260,879 | $8,696iApproximate average salary by contribution assumption: employee only about $217,399 at 4% or $144,933 at 6%; with 50% employer match about $144,933 at 4% or $96,622 at 6%; with 100% employer match about $108,700 at 4% or $72,466 at 6%. |
| 2014 | 1 | 25 | $2,061,621 | $257,326 | $10,293iApproximate average salary by contribution assumption: employee only about $257,326 at 4% or $171,551 at 6%; with 50% employer match about $171,551 at 4% or $114,367 at 6%; with 100% employer match about $128,663 at 4% or $85,775 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 25 | $2,061,621 | $257,326 | $10,293iApproximate average salary by contribution assumption: employee only about $257,326 at 4% or $171,551 at 6%; with 50% employer match about $171,551 at 4% or $114,367 at 6%; with 100% employer match about $128,663 at 4% or $85,775 at 6%. |
| 2013 | 1 | 28 | $1,793,378 | $251,087 | $8,967iApproximate average salary by contribution assumption: employee only about $224,185 at 4% or $149,457 at 6%; with 50% employer match about $149,457 at 4% or $99,638 at 6%; with 100% employer match about $112,092 at 4% or $74,728 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 28 | $1,793,378 | $251,087 | $8,967iApproximate average salary by contribution assumption: employee only about $224,185 at 4% or $149,457 at 6%; with 50% employer match about $149,457 at 4% or $99,638 at 6%; with 100% employer match about $112,092 at 4% or $74,728 at 6%. |
| 2012 | 1 | 30 | $1,502,646 | $243,764 | $8,125iApproximate average salary by contribution assumption: employee only about $203,137 at 4% or $135,424 at 6%; with 50% employer match about $135,424 at 4% or $90,283 at 6%; with 100% employer match about $101,568 at 4% or $67,712 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 30 | $1,502,646 | $243,764 | $8,125iApproximate average salary by contribution assumption: employee only about $203,137 at 4% or $135,424 at 6%; with 50% employer match about $135,424 at 4% or $90,283 at 6%; with 100% employer match about $101,568 at 4% or $67,712 at 6%. |
| 2011 | 1 | 32 | $1,404,275 | $252,530 | $7,892iApproximate average salary by contribution assumption: employee only about $197,289 at 4% or $131,526 at 6%; with 50% employer match about $131,526 at 4% or $87,684 at 6%; with 100% employer match about $98,645 at 4% or $65,763 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 32 | $1,404,275 | $252,530 | $7,892iApproximate average salary by contribution assumption: employee only about $197,289 at 4% or $131,526 at 6%; with 50% employer match about $131,526 at 4% or $87,684 at 6%; with 100% employer match about $98,645 at 4% or $65,763 at 6%. |
| 2010 | 1 | 31 | $1,487,402 | $263,688 | $8,506iApproximate average salary by contribution assumption: employee only about $212,652 at 4% or $141,768 at 6%; with 50% employer match about $141,768 at 4% or $94,512 at 6%; with 100% employer match about $106,326 at 4% or $70,884 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 31 | $1,487,402 | $263,688 | $8,506iApproximate average salary by contribution assumption: employee only about $212,652 at 4% or $141,768 at 6%; with 50% employer match about $141,768 at 4% or $94,512 at 6%; with 100% employer match about $106,326 at 4% or $70,884 at 6%. |
| 2009 | 1 | 29 | $1,312,555 | $1,297,259 | $44,733iApproximate average salary by contribution assumption: employee only about $1,118,327 at 4% or $745,551 at 6%; with 50% employer match about $745,551 at 4% or $497,034 at 6%; with 100% employer match about $559,163 at 4% or $372,776 at 6%. |
| Boen & Associates Inc. 401K Plan | - | 29 | $1,312,555 | $1,297,259 | $44,733iApproximate average salary by contribution assumption: employee only about $1,118,327 at 4% or $745,551 at 6%; with 50% employer match about $745,551 at 4% or $497,034 at 6%; with 100% employer match about $559,163 at 4% or $372,776 at 6%. |