Civic Intelligence

LOBERG & LOBERRG

Plan context: Loberg & Loberg Profit Sharing Plan

EIN 47-5575982 • Ellsworth, WI • 20 filings • 2 plans

359 W Main StEllsworth, WI 54011-5087
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$6,899,626

2025 Contributions

$241,802

Historical Graphs

Total Assets Over Time

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

$6,899,626$3,449,813$0201620212025YearValue
$6,899,626Latest year 2025

Participants Over Time

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

950201620212025YearValue
9Latest 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
202529$6,899,626$241,802$26,867iApproximate average salary by contribution assumption: employee only about $671,672 at 4% or $447,781 at 6%; with 50% employer match about $447,781 at 4% or $298,521 at 6%; with 100% employer match about $335,836 at 4% or $223,891 at 6%.
Loberg & Loberg Profit Sharing Plan-9$4,309,890$145,081$16,120iApproximate average salary by contribution assumption: employee only about $403,003 at 4% or $268,669 at 6%; with 50% employer match about $268,669 at 4% or $179,112 at 6%; with 100% employer match about $201,501 at 4% or $134,334 at 6%.
Loberg & Loberg Money Purchase Plan-9$2,589,736$96,721$10,747iApproximate average salary by contribution assumption: employee only about $268,669 at 4% or $179,113 at 6%; with 50% employer match about $179,113 at 4% or $119,409 at 6%; with 100% employer match about $134,335 at 4% or $89,556 at 6%.
202429$6,066,667$215,147$23,905iApproximate average salary by contribution assumption: employee only about $597,631 at 4% or $398,420 at 6%; with 50% employer match about $398,420 at 4% or $265,614 at 6%; with 100% employer match about $298,815 at 4% or $199,210 at 6%.
Loberg & Loberg Profit Sharing Plan-9$3,792,098$127,165$14,129iApproximate average salary by contribution assumption: employee only about $353,236 at 4% or $235,491 at 6%; with 50% employer match about $235,491 at 4% or $156,994 at 6%; with 100% employer match about $176,618 at 4% or $117,745 at 6%.
Loberg & Loberg Money Purchase Plan-9$2,274,569$87,982$9,776iApproximate average salary by contribution assumption: employee only about $244,394 at 4% or $162,930 at 6%; with 50% employer match about $162,930 at 4% or $108,620 at 6%; with 100% employer match about $122,197 at 4% or $81,465 at 6%.
202329$4,985,536$212,077$23,564iApproximate average salary by contribution assumption: employee only about $589,103 at 4% or $392,735 at 6%; with 50% employer match about $392,735 at 4% or $261,823 at 6%; with 100% employer match about $294,551 at 4% or $196,368 at 6%.
Loberg & Loberg Profit Sharing Plan-9$3,133,064$126,177$14,020iApproximate average salary by contribution assumption: employee only about $350,492 at 4% or $233,661 at 6%; with 50% employer match about $233,661 at 4% or $155,774 at 6%; with 100% employer match about $175,246 at 4% or $116,831 at 6%.
Loberg & Loberg Money Purchase Plan-9$1,852,472$85,900$9,544iApproximate average salary by contribution assumption: employee only about $238,611 at 4% or $159,074 at 6%; with 50% employer match about $159,074 at 4% or $106,049 at 6%; with 100% employer match about $119,306 at 4% or $79,537 at 6%.
202228$3,976,185$216,847$27,106iApproximate average salary by contribution assumption: employee only about $677,647 at 4% or $451,765 at 6%; with 50% employer match about $451,765 at 4% or $301,176 at 6%; with 100% employer match about $338,823 at 4% or $225,882 at 6%.
Loberg & Loberg Profit Sharing Plan-8$2,509,017$130,107$16,263iApproximate average salary by contribution assumption: employee only about $406,584 at 4% or $271,056 at 6%; with 50% employer match about $271,056 at 4% or $180,704 at 6%; with 100% employer match about $203,292 at 4% or $135,528 at 6%.
Loberg & Loberg Money Purchase Plan-8$1,467,168$86,740$10,843iApproximate average salary by contribution assumption: employee only about $271,063 at 4% or $180,708 at 6%; with 50% employer match about $180,708 at 4% or $120,472 at 6%; with 100% employer match about $135,531 at 4% or $90,354 at 6%.
202128$4,527,113$195,285$24,411iApproximate average salary by contribution assumption: employee only about $610,266 at 4% or $406,844 at 6%; with 50% employer match about $406,844 at 4% or $271,229 at 6%; with 100% employer match about $305,133 at 4% or $203,422 at 6%.
Loberg & Loberg Profit Sharing Plan-7$2,871,713$117,019$16,717iApproximate average salary by contribution assumption: employee only about $417,925 at 4% or $278,617 at 6%; with 50% employer match about $278,617 at 4% or $185,744 at 6%; with 100% employer match about $208,963 at 4% or $139,308 at 6%.
Loberg & Loberg Money Purchase Plan-8$1,655,400$78,266$9,783iApproximate average salary by contribution assumption: employee only about $244,581 at 4% or $163,054 at 6%; with 50% employer match about $163,054 at 4% or $108,703 at 6%; with 100% employer match about $122,291 at 4% or $81,527 at 6%.
202027$4,075,505$191,617$27,374iApproximate average salary by contribution assumption: employee only about $684,346 at 4% or $456,231 at 6%; with 50% employer match about $456,231 at 4% or $304,154 at 6%; with 100% employer match about $342,173 at 4% or $228,115 at 6%.
Loberg & Loberg Profit Sharing Plan-7$2,576,757$114,970$16,424iApproximate average salary by contribution assumption: employee only about $410,607 at 4% or $273,738 at 6%; with 50% employer match about $273,738 at 4% or $182,492 at 6%; with 100% employer match about $205,304 at 4% or $136,869 at 6%.
Loberg & Loberg Money Purchase Plan-7$1,498,748$76,647$10,950iApproximate average salary by contribution assumption: employee only about $273,739 at 4% or $182,493 at 6%; with 50% employer match about $182,493 at 4% or $121,662 at 6%; with 100% employer match about $136,870 at 4% or $91,246 at 6%.
201927$3,791,425$191,661$27,380iApproximate average salary by contribution assumption: employee only about $684,504 at 4% or $456,336 at 6%; with 50% employer match about $456,336 at 4% or $304,224 at 6%; with 100% employer match about $342,252 at 4% or $228,168 at 6%.
Loberg & Loberg Profit Sharing Plan-7$2,415,769$114,997$16,428iApproximate average salary by contribution assumption: employee only about $410,704 at 4% or $273,802 at 6%; with 50% employer match about $273,802 at 4% or $182,535 at 6%; with 100% employer match about $205,352 at 4% or $136,901 at 6%.
Loberg & Loberg Money Purchase Plan-7$1,375,656$76,664$10,952iApproximate average salary by contribution assumption: employee only about $273,800 at 4% or $182,533 at 6%; with 50% employer match about $182,533 at 4% or $121,689 at 6%; with 100% employer match about $136,900 at 4% or $91,267 at 6%.
201827$3,186,937$195,505$27,929iApproximate average salary by contribution assumption: employee only about $698,232 at 4% or $465,488 at 6%; with 50% employer match about $465,488 at 4% or $310,325 at 6%; with 100% employer match about $349,116 at 4% or $232,744 at 6%.
Loberg & Loberg Profit Sharing Plan-7$2,046,460$117,303$16,758iApproximate average salary by contribution assumption: employee only about $418,939 at 4% or $279,293 at 6%; with 50% employer match about $279,293 at 4% or $186,195 at 6%; with 100% employer match about $209,470 at 4% or $139,646 at 6%.
Loberg & Loberg Money Purchase Plan-7$1,140,477$78,202$11,172iApproximate average salary by contribution assumption: employee only about $279,293 at 4% or $186,195 at 6%; with 50% employer match about $186,195 at 4% or $124,130 at 6%; with 100% employer match about $139,646 at 4% or $93,098 at 6%.
201727$2,969,954$194,512$27,787iApproximate average salary by contribution assumption: employee only about $694,686 at 4% or $463,124 at 6%; with 50% employer match about $463,124 at 4% or $308,749 at 6%; with 100% employer match about $347,343 at 4% or $231,562 at 6%.
Loberg & Loberg Profit Sharing Plan-7$1,896,403$115,507$16,501iApproximate average salary by contribution assumption: employee only about $412,525 at 4% or $275,017 at 6%; with 50% employer match about $275,017 at 4% or $183,344 at 6%; with 100% employer match about $206,263 at 4% or $137,508 at 6%.
Loberg & Loberg Money Purchase Plan-7$1,073,551$79,005$11,286iApproximate average salary by contribution assumption: employee only about $282,161 at 4% or $188,107 at 6%; with 50% employer match about $188,107 at 4% or $125,405 at 6%; with 100% employer match about $141,080 at 4% or $94,054 at 6%.
201626$2,604,731$168,046$28,008iApproximate average salary by contribution assumption: employee only about $700,192 at 4% or $466,794 at 6%; with 50% employer match about $466,794 at 4% or $311,196 at 6%; with 100% employer match about $350,096 at 4% or $233,397 at 6%.
Loberg & Loberg Profit Sharing Plan-6$1,688,552$104,348$17,391iApproximate average salary by contribution assumption: employee only about $434,783 at 4% or $289,856 at 6%; with 50% employer match about $289,856 at 4% or $193,237 at 6%; with 100% employer match about $217,392 at 4% or $144,928 at 6%.
Loberg & Loberg Money Purchase Plan-6$916,179$63,698$10,616iApproximate average salary by contribution assumption: employee only about $265,408 at 4% or $176,939 at 6%; with 50% employer match about $176,939 at 4% or $117,959 at 6%; with 100% employer match about $132,704 at 4% or $88,469 at 6%.