Sorrentino Burkert Risch LLC
Plan context: Sbr Retirement Savings Plan
EIN 46-5535526 • Brookfield, WI • 11 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$1,244,886
2024 Contributions
$171,418
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 | 17 | $1,244,886 | $171,418 | $10,083iApproximate average salary by contribution assumption: employee only about $252,085 at 4% or $168,057 at 6%; with 50% employer match about $168,057 at 4% or $112,038 at 6%; with 100% employer match about $126,043 at 4% or $84,028 at 6%. |
| Sbr Retirement Savings Plan | - | 17 | $1,244,886 | $171,418 | $10,083iApproximate average salary by contribution assumption: employee only about $252,085 at 4% or $168,057 at 6%; with 50% employer match about $168,057 at 4% or $112,038 at 6%; with 100% employer match about $126,043 at 4% or $84,028 at 6%. |
| 2023 | 1 | 18 | $963,071 | $148,498 | $8,250iApproximate average salary by contribution assumption: employee only about $206,247 at 4% or $137,498 at 6%; with 50% employer match about $137,498 at 4% or $91,665 at 6%; with 100% employer match about $103,124 at 4% or $68,749 at 6%. |
| Sbr Retirement Savings Plan | - | 18 | $963,071 | $148,498 | $8,250iApproximate average salary by contribution assumption: employee only about $206,247 at 4% or $137,498 at 6%; with 50% employer match about $137,498 at 4% or $91,665 at 6%; with 100% employer match about $103,124 at 4% or $68,749 at 6%. |
| 2022 | 1 | 15 | $702,785 | $155,620 | $10,375iApproximate average salary by contribution assumption: employee only about $259,367 at 4% or $172,911 at 6%; with 50% employer match about $172,911 at 4% or $115,274 at 6%; with 100% employer match about $129,683 at 4% or $86,456 at 6%. |
| Sbr Retirement Savings Plan | - | 15 | $702,785 | $155,620 | $10,375iApproximate average salary by contribution assumption: employee only about $259,367 at 4% or $172,911 at 6%; with 50% employer match about $172,911 at 4% or $115,274 at 6%; with 100% employer match about $129,683 at 4% or $86,456 at 6%. |
| 2021 | 1 | 18 | $1,130,584 | $134,581 | $7,477iApproximate average salary by contribution assumption: employee only about $186,918 at 4% or $124,612 at 6%; with 50% employer match about $124,612 at 4% or $83,075 at 6%; with 100% employer match about $93,459 at 4% or $62,306 at 6%. |
| Sbr Retirement Savings Plan | - | 18 | $1,130,584 | $134,581 | $7,477iApproximate average salary by contribution assumption: employee only about $186,918 at 4% or $124,612 at 6%; with 50% employer match about $124,612 at 4% or $83,075 at 6%; with 100% employer match about $93,459 at 4% or $62,306 at 6%. |
| 2020 | 1 | 16 | $880,552 | $96,656 | $6,041iApproximate average salary by contribution assumption: employee only about $151,025 at 4% or $100,683 at 6%; with 50% employer match about $100,683 at 4% or $67,122 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%. |
| Sbr Retirement Savings Plan | - | 16 | $880,552 | $96,656 | $6,041iApproximate average salary by contribution assumption: employee only about $151,025 at 4% or $100,683 at 6%; with 50% employer match about $100,683 at 4% or $67,122 at 6%; with 100% employer match about $75,513 at 4% or $50,342 at 6%. |
| 2019 | 1 | 16 | $665,506 | $88,405 | $5,525iApproximate average salary by contribution assumption: employee only about $138,133 at 4% or $92,089 at 6%; with 50% employer match about $92,089 at 4% or $61,392 at 6%; with 100% employer match about $69,066 at 4% or $46,044 at 6%. |
| Sbr Retirement Savings Plan | - | 16 | $665,506 | $88,405 | $5,525iApproximate average salary by contribution assumption: employee only about $138,133 at 4% or $92,089 at 6%; with 50% employer match about $92,089 at 4% or $61,392 at 6%; with 100% employer match about $69,066 at 4% or $46,044 at 6%. |
| 2018 | 1 | 14 | $559,332 | $163,836 | $11,703iApproximate average salary by contribution assumption: employee only about $292,564 at 4% or $195,043 at 6%; with 50% employer match about $195,043 at 4% or $130,029 at 6%; with 100% employer match about $146,282 at 4% or $97,521 at 6%. |
| Sbr Retirement Savings Plan | - | 14 | $559,332 | $163,836 | $11,703iApproximate average salary by contribution assumption: employee only about $292,564 at 4% or $195,043 at 6%; with 50% employer match about $195,043 at 4% or $130,029 at 6%; with 100% employer match about $146,282 at 4% or $97,521 at 6%. |
| 2017 | 1 | 16 | $452,084 | $128,942 | $8,059iApproximate average salary by contribution assumption: employee only about $201,472 at 4% or $134,315 at 6%; with 50% employer match about $134,315 at 4% or $89,543 at 6%; with 100% employer match about $100,736 at 4% or $67,157 at 6%. |
| Sbr Retirement Savings Plan | - | 16 | $452,084 | $128,942 | $8,059iApproximate average salary by contribution assumption: employee only about $201,472 at 4% or $134,315 at 6%; with 50% employer match about $134,315 at 4% or $89,543 at 6%; with 100% employer match about $100,736 at 4% or $67,157 at 6%. |
| 2016 | 1 | 13 | $287,514 | $134,416 | $10,340iApproximate average salary by contribution assumption: employee only about $258,492 at 4% or $172,328 at 6%; with 50% employer match about $172,328 at 4% or $114,885 at 6%; with 100% employer match about $129,246 at 4% or $86,164 at 6%. |
| Sbr Retirement Savings Plan | - | 13 | $287,514 | $134,416 | $10,340iApproximate average salary by contribution assumption: employee only about $258,492 at 4% or $172,328 at 6%; with 50% employer match about $172,328 at 4% or $114,885 at 6%; with 100% employer match about $129,246 at 4% or $86,164 at 6%. |
| 2015 | 1 | 12 | $138,898 | $57,601 | $4,800iApproximate average salary by contribution assumption: employee only about $120,002 at 4% or $80,001 at 6%; with 50% employer match about $80,001 at 4% or $53,334 at 6%; with 100% employer match about $60,001 at 4% or $40,001 at 6%. |
| Sbr Retirement Savings Plan | - | 12 | $138,898 | $57,601 | $4,800iApproximate average salary by contribution assumption: employee only about $120,002 at 4% or $80,001 at 6%; with 50% employer match about $80,001 at 4% or $53,334 at 6%; with 100% employer match about $60,001 at 4% or $40,001 at 6%. |
| 2014 | 1 | 13 | $88,606 | $21,187 | $1,630iApproximate average salary by contribution assumption: employee only about $40,744 at 4% or $27,163 at 6%; with 50% employer match about $27,163 at 4% or $18,109 at 6%; with 100% employer match about $20,372 at 4% or $13,581 at 6%. |
| Sbr Retirement Savings Plan | - | 13 | $88,606 | $21,187 | $1,630iApproximate average salary by contribution assumption: employee only about $40,744 at 4% or $27,163 at 6%; with 50% employer match about $27,163 at 4% or $18,109 at 6%; with 100% employer match about $20,372 at 4% or $13,581 at 6%. |