Civic Intelligence

The Walter S and Lucienne B Dr

Plan context: The Walter S and Lucienne B Dr 401 K Profit Sharing Plan Trust

EIN 61-1746102 • Elkhorn, WI • 7 filings • 3 plans

W5852 Bubbling Springs Dr.Elkhorn, WI 53121
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$222,555

2024 Contributions

$64,629

Historical Graphs

Total Assets Over Time

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

$222,555$111,278$0201520212024YearValue
$222,555Latest year 2024

Participants Over Time

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

420201520212024YearValue
4Latest year 2024

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
202414$222,555$64,629$16,157iApproximate average salary by contribution assumption: employee only about $403,931 at 4% or $269,288 at 6%; with 50% employer match about $269,288 at 4% or $179,525 at 6%; with 100% employer match about $201,966 at 4% or $134,644 at 6%.
The Walter S and Lucienne B Dr 401 K Profit Sharing Plan Trust-4$222,555$64,629$16,157iApproximate average salary by contribution assumption: employee only about $403,931 at 4% or $269,288 at 6%; with 50% employer match about $269,288 at 4% or $179,525 at 6%; with 100% employer match about $201,966 at 4% or $134,644 at 6%.
202314$139,334$57,245$14,311iApproximate average salary by contribution assumption: employee only about $357,781 at 4% or $238,521 at 6%; with 50% employer match about $238,521 at 4% or $159,014 at 6%; with 100% employer match about $178,891 at 4% or $119,260 at 6%.
The Walter S and Lucienne B Dr 401 K Profit Sharing Plan Trust-4$139,334$57,245$14,311iApproximate average salary by contribution assumption: employee only about $357,781 at 4% or $238,521 at 6%; with 50% employer match about $238,521 at 4% or $159,014 at 6%; with 100% employer match about $178,891 at 4% or $119,260 at 6%.
202213$66,376$43,432$14,477iApproximate average salary by contribution assumption: employee only about $361,933 at 4% or $241,289 at 6%; with 50% employer match about $241,289 at 4% or $160,859 at 6%; with 100% employer match about $180,967 at 4% or $120,644 at 6%.
The Walter S and Lucienne B Dr 401 K Profit Sharing Plan Trust-3$66,376$43,432$14,477iApproximate average salary by contribution assumption: employee only about $361,933 at 4% or $241,289 at 6%; with 50% employer match about $241,289 at 4% or $160,859 at 6%; with 100% employer match about $180,967 at 4% or $120,644 at 6%.
202113$29,752$29,051$9,684iApproximate average salary by contribution assumption: employee only about $242,092 at 4% or $161,394 at 6%; with 50% employer match about $161,394 at 4% or $107,596 at 6%; with 100% employer match about $121,046 at 4% or $80,697 at 6%.
The Walter S and Lucienne B Dr 401 K Profit Sharing Plan Trust-3$29,752$29,051$9,684iApproximate average salary by contribution assumption: employee only about $242,092 at 4% or $161,394 at 6%; with 50% employer match about $161,394 at 4% or $107,596 at 6%; with 100% employer match about $121,046 at 4% or $80,697 at 6%.
201714$83,733$34,255$8,564iApproximate average salary by contribution assumption: employee only about $214,094 at 4% or $142,729 at 6%; with 50% employer match about $142,729 at 4% or $95,153 at 6%; with 100% employer match about $107,047 at 4% or $71,365 at 6%.
The Walter S and Lucienne B Dr 401 K Profit Sharing Plan Trust-4$83,733$34,255$8,564iApproximate average salary by contribution assumption: employee only about $214,094 at 4% or $142,729 at 6%; with 50% employer match about $142,729 at 4% or $95,153 at 6%; with 100% employer match about $107,047 at 4% or $71,365 at 6%.
201614$45,293$30,443$7,611iApproximate average salary by contribution assumption: employee only about $190,269 at 4% or $126,846 at 6%; with 50% employer match about $126,846 at 4% or $84,564 at 6%; with 100% employer match about $95,134 at 4% or $63,423 at 6%.
The Walter S and Lucienne B Dr 401 K Profit Sharing Plan Trust-4$45,293$30,443$7,611iApproximate average salary by contribution assumption: employee only about $190,269 at 4% or $126,846 at 6%; with 50% employer match about $126,846 at 4% or $84,564 at 6%; with 100% employer match about $95,134 at 4% or $63,423 at 6%.
201513$13,492$13,500$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
The Walter S and Lucienne B Dr 401 K Profit Sharing Plan Trust-3$13,492$13,500$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.