Civic Intelligence

Kadletz Wealth Management LLC

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

EIN 46-0967758 • DE Pere, WI • 11 filings • 1 plans

3200 Packerland DriveDE Pere, WI 54115
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,675,618

2025 Contributions

$118,165

Historical Graphs

Total Assets Over Time

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

$2,675,618$1,337,809$0201520202025YearValue
$2,675,618Latest year 2025

Participants Over Time

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

530201520202025YearValue
5Latest year 2025

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
202515$2,675,618$118,165$23,633iApproximate average salary by contribution assumption: employee only about $590,825 at 4% or $393,883 at 6%; with 50% employer match about $393,883 at 4% or $262,589 at 6%; with 100% employer match about $295,413 at 4% or $196,942 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-5$2,675,618$118,165$23,633iApproximate average salary by contribution assumption: employee only about $590,825 at 4% or $393,883 at 6%; with 50% employer match about $393,883 at 4% or $262,589 at 6%; with 100% employer match about $295,413 at 4% or $196,942 at 6%.
202415$2,232,348$158,980$31,796iApproximate average salary by contribution assumption: employee only about $794,900 at 4% or $529,933 at 6%; with 50% employer match about $529,933 at 4% or $353,289 at 6%; with 100% employer match about $397,450 at 4% or $264,967 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-5$2,232,348$158,980$31,796iApproximate average salary by contribution assumption: employee only about $794,900 at 4% or $529,933 at 6%; with 50% employer match about $529,933 at 4% or $353,289 at 6%; with 100% employer match about $397,450 at 4% or $264,967 at 6%.
202314$1,767,350$118,294$29,574iApproximate average salary by contribution assumption: employee only about $739,338 at 4% or $492,892 at 6%; with 50% employer match about $492,892 at 4% or $328,594 at 6%; with 100% employer match about $369,669 at 4% or $246,446 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-4$1,767,350$118,294$29,574iApproximate average salary by contribution assumption: employee only about $739,338 at 4% or $492,892 at 6%; with 50% employer match about $492,892 at 4% or $328,594 at 6%; with 100% employer match about $369,669 at 4% or $246,446 at 6%.
202214$1,328,931$109,283$27,321iApproximate average salary by contribution assumption: employee only about $683,019 at 4% or $455,346 at 6%; with 50% employer match about $455,346 at 4% or $303,564 at 6%; with 100% employer match about $341,509 at 4% or $227,673 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-4$1,328,931$109,283$27,321iApproximate average salary by contribution assumption: employee only about $683,019 at 4% or $455,346 at 6%; with 50% employer match about $455,346 at 4% or $303,564 at 6%; with 100% employer match about $341,509 at 4% or $227,673 at 6%.
202114$1,433,501$241,937$60,484iApproximate average salary by contribution assumption: employee only about $1,512,106 at 4% or $1,008,071 at 6%; with 50% employer match about $1,008,071 at 4% or $672,047 at 6%; with 100% employer match about $756,053 at 4% or $504,035 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-4$1,433,501$241,937$60,484iApproximate average salary by contribution assumption: employee only about $1,512,106 at 4% or $1,008,071 at 6%; with 50% employer match about $1,008,071 at 4% or $672,047 at 6%; with 100% employer match about $756,053 at 4% or $504,035 at 6%.
202013$988,564$74,117$24,706iApproximate average salary by contribution assumption: employee only about $617,642 at 4% or $411,761 at 6%; with 50% employer match about $411,761 at 4% or $274,507 at 6%; with 100% employer match about $308,821 at 4% or $205,881 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-3$988,564$74,117$24,706iApproximate average salary by contribution assumption: employee only about $617,642 at 4% or $411,761 at 6%; with 50% employer match about $411,761 at 4% or $274,507 at 6%; with 100% employer match about $308,821 at 4% or $205,881 at 6%.
201912$674,127$72,626$36,313iApproximate average salary by contribution assumption: employee only about $907,825 at 4% or $605,217 at 6%; with 50% employer match about $605,217 at 4% or $403,478 at 6%; with 100% employer match about $453,913 at 4% or $302,608 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-2$674,127$72,626$36,313iApproximate average salary by contribution assumption: employee only about $907,825 at 4% or $605,217 at 6%; with 50% employer match about $605,217 at 4% or $403,478 at 6%; with 100% employer match about $453,913 at 4% or $302,608 at 6%.
201813$451,673$323,223$107,741iApproximate average salary by contribution assumption: employee only about $2,693,525 at 4% or $1,795,683 at 6%; with 50% employer match about $1,795,683 at 4% or $1,197,122 at 6%; with 100% employer match about $1,346,763 at 4% or $897,842 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-3$451,673$323,223$107,741iApproximate average salary by contribution assumption: employee only about $2,693,525 at 4% or $1,795,683 at 6%; with 50% employer match about $1,795,683 at 4% or $1,197,122 at 6%; with 100% employer match about $1,346,763 at 4% or $897,842 at 6%.
201712$140,656$62,840$31,420iApproximate average salary by contribution assumption: employee only about $785,500 at 4% or $523,667 at 6%; with 50% employer match about $523,667 at 4% or $349,111 at 6%; with 100% employer match about $392,750 at 4% or $261,833 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-2$140,656$62,840$31,420iApproximate average salary by contribution assumption: employee only about $785,500 at 4% or $523,667 at 6%; with 50% employer match about $523,667 at 4% or $349,111 at 6%; with 100% employer match about $392,750 at 4% or $261,833 at 6%.
201612$63,832$15,581$7,791iApproximate average salary by contribution assumption: employee only about $194,763 at 4% or $129,842 at 6%; with 50% employer match about $129,842 at 4% or $86,561 at 6%; with 100% employer match about $97,381 at 4% or $64,921 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-2$63,832$15,581$7,791iApproximate average salary by contribution assumption: employee only about $194,763 at 4% or $129,842 at 6%; with 50% employer match about $129,842 at 4% or $86,561 at 6%; with 100% employer match about $97,381 at 4% or $64,921 at 6%.
201512$43,765$44,746$22,373iApproximate average salary by contribution assumption: employee only about $559,325 at 4% or $372,883 at 6%; with 50% employer match about $372,883 at 4% or $248,589 at 6%; with 100% employer match about $279,663 at 4% or $186,442 at 6%.
Kadletz Wealth Management LLC 401(K) Plan-2$43,765$44,746$22,373iApproximate average salary by contribution assumption: employee only about $559,325 at 4% or $372,883 at 6%; with 50% employer match about $372,883 at 4% or $248,589 at 6%; with 100% employer match about $279,663 at 4% or $186,442 at 6%.