Civic Intelligence

WALKNER CONDON FINANCIAL ADVISORS LLC

Plan context: WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN

EIN 61-1632052 • Madison, WI • 12 filings • 2 plans

3418 Monroe St.Madison, WI 53711
Current Snapshot

Latest Year

2025

2025 Participants

20

2025 Assets

$3,765,516

2025 Contributions

$1,038,887

Historical Graphs

Total Assets Over Time

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

$3,765,516$1,882,758$0201420202025YearValue
$3,765,516Latest year 2025

Participants Over Time

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

20100201420202025YearValue
20Latest 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
2025120$3,765,516$1,038,887$51,944iApproximate average salary by contribution assumption: employee only about $1,298,609 at 4% or $865,739 at 6%; with 50% employer match about $865,739 at 4% or $577,159 at 6%; with 100% employer match about $649,304 at 4% or $432,870 at 6%.
WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN-20$3,765,516$1,038,887$51,944iApproximate average salary by contribution assumption: employee only about $1,298,609 at 4% or $865,739 at 6%; with 50% employer match about $865,739 at 4% or $577,159 at 6%; with 100% employer match about $649,304 at 4% or $432,870 at 6%.
2024116$2,206,477$367,012$22,938iApproximate average salary by contribution assumption: employee only about $573,456 at 4% or $382,304 at 6%; with 50% employer match about $382,304 at 4% or $254,869 at 6%; with 100% employer match about $286,728 at 4% or $191,152 at 6%.
WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN-16$2,206,477$367,012$22,938iApproximate average salary by contribution assumption: employee only about $573,456 at 4% or $382,304 at 6%; with 50% employer match about $382,304 at 4% or $254,869 at 6%; with 100% employer match about $286,728 at 4% or $191,152 at 6%.
2023113$1,707,710$641,554$49,350iApproximate average salary by contribution assumption: employee only about $1,233,758 at 4% or $822,505 at 6%; with 50% employer match about $822,505 at 4% or $548,337 at 6%; with 100% employer match about $616,879 at 4% or $411,253 at 6%.
WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN-13$1,707,710$641,554$49,350iApproximate average salary by contribution assumption: employee only about $1,233,758 at 4% or $822,505 at 6%; with 50% employer match about $822,505 at 4% or $548,337 at 6%; with 100% employer match about $616,879 at 4% or $411,253 at 6%.
2022112$866,828$187,149$15,596iApproximate average salary by contribution assumption: employee only about $389,894 at 4% or $259,929 at 6%; with 50% employer match about $259,929 at 4% or $173,286 at 6%; with 100% employer match about $194,947 at 4% or $129,965 at 6%.
WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN-12$866,828$187,149$15,596iApproximate average salary by contribution assumption: employee only about $389,894 at 4% or $259,929 at 6%; with 50% employer match about $259,929 at 4% or $173,286 at 6%; with 100% employer match about $194,947 at 4% or $129,965 at 6%.
2021111$818,182$264,824$24,075iApproximate average salary by contribution assumption: employee only about $601,873 at 4% or $401,248 at 6%; with 50% employer match about $401,248 at 4% or $267,499 at 6%; with 100% employer match about $300,936 at 4% or $200,624 at 6%.
WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN-11$818,182$264,824$24,075iApproximate average salary by contribution assumption: employee only about $601,873 at 4% or $401,248 at 6%; with 50% employer match about $401,248 at 4% or $267,499 at 6%; with 100% employer match about $300,936 at 4% or $200,624 at 6%.
202017$450,148$84,490$12,070iApproximate average salary by contribution assumption: employee only about $301,750 at 4% or $201,167 at 6%; with 50% employer match about $201,167 at 4% or $134,111 at 6%; with 100% employer match about $150,875 at 4% or $100,583 at 6%.
WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN-7$450,148$84,490$12,070iApproximate average salary by contribution assumption: employee only about $301,750 at 4% or $201,167 at 6%; with 50% employer match about $201,167 at 4% or $134,111 at 6%; with 100% employer match about $150,875 at 4% or $100,583 at 6%.
201916$301,521$74,393$12,399iApproximate average salary by contribution assumption: employee only about $309,971 at 4% or $206,647 at 6%; with 50% employer match about $206,647 at 4% or $137,765 at 6%; with 100% employer match about $154,985 at 4% or $103,324 at 6%.
WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN-6$301,521$74,393$12,399iApproximate average salary by contribution assumption: employee only about $309,971 at 4% or $206,647 at 6%; with 50% employer match about $206,647 at 4% or $137,765 at 6%; with 100% employer match about $154,985 at 4% or $103,324 at 6%.
201815$175,472$70,081$14,016iApproximate average salary by contribution assumption: employee only about $350,405 at 4% or $233,603 at 6%; with 50% employer match about $233,603 at 4% or $155,736 at 6%; with 100% employer match about $175,203 at 4% or $116,802 at 6%.
WALKNER CONDON FINANCIAL ADVISORS 401(K) PLAN-5$175,472$70,081$14,016iApproximate average salary by contribution assumption: employee only about $350,405 at 4% or $233,603 at 6%; with 50% employer match about $233,603 at 4% or $155,736 at 6%; with 100% employer match about $175,203 at 4% or $116,802 at 6%.
201714$130,949$41,467$10,367iApproximate average salary by contribution assumption: employee only about $259,169 at 4% or $172,779 at 6%; with 50% employer match about $172,779 at 4% or $115,186 at 6%; with 100% employer match about $129,584 at 4% or $86,390 at 6%.
WALKNER CONDON FINANCIAL ADVISORS LLC RETIREMENT TRUST-4$130,949$41,467$10,367iApproximate average salary by contribution assumption: employee only about $259,169 at 4% or $172,779 at 6%; with 50% employer match about $172,779 at 4% or $115,186 at 6%; with 100% employer match about $129,584 at 4% or $86,390 at 6%.
201613$72,750$35,051$11,684iApproximate average salary by contribution assumption: employee only about $292,092 at 4% or $194,728 at 6%; with 50% employer match about $194,728 at 4% or $129,819 at 6%; with 100% employer match about $146,046 at 4% or $97,364 at 6%.
WALKNER CONDON FINANCIAL ADVISORS LLC RETIREMENT TRUST-3$72,750$35,051$11,684iApproximate average salary by contribution assumption: employee only about $292,092 at 4% or $194,728 at 6%; with 50% employer match about $194,728 at 4% or $129,819 at 6%; with 100% employer match about $146,046 at 4% or $97,364 at 6%.
201513$32,831$24,687$8,229iApproximate average salary by contribution assumption: employee only about $205,725 at 4% or $137,150 at 6%; with 50% employer match about $137,150 at 4% or $91,433 at 6%; with 100% employer match about $102,863 at 4% or $68,575 at 6%.
WALKNER CONDON FINANCIAL ADVISORS LLC RETIREMENT TRUST-3$32,831$24,687$8,229iApproximate average salary by contribution assumption: employee only about $205,725 at 4% or $137,150 at 6%; with 50% employer match about $137,150 at 4% or $91,433 at 6%; with 100% employer match about $102,863 at 4% or $68,575 at 6%.
201413$8,787$8,786$2,929iApproximate average salary by contribution assumption: employee only about $73,217 at 4% or $48,811 at 6%; with 50% employer match about $48,811 at 4% or $32,541 at 6%; with 100% employer match about $36,608 at 4% or $24,406 at 6%.
WALKNER CONDON FINANCIAL ADVISORS LLC RETIREMENT TRUST-3$8,787$8,786$2,929iApproximate average salary by contribution assumption: employee only about $73,217 at 4% or $48,811 at 6%; with 50% employer match about $48,811 at 4% or $32,541 at 6%; with 100% employer match about $36,608 at 4% or $24,406 at 6%.