Civic Intelligence

Annex Wealth Management LLC

Plan context: Annex Wealth Management LLC 401(K) Retirement Plan

EIN 68-0524298 • Elm Grove, WI • 15 filings • 2 plans

12700 W. Bluemound Road Suite 200Elm Grove, WI 53122
Current Snapshot

Latest Year

2024

2024 Participants

149

2024 Assets

$13,864,946

2024 Contributions

$2,162,005

Historical Graphs

Total Assets Over Time

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

$13,864,946$6,932,473$0201220182024YearValue
$13,864,946Latest year 2024

Participants Over Time

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

149750201220182024YearValue
149Latest 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
20242149$13,864,946$2,162,005$14,510iApproximate average salary by contribution assumption: employee only about $362,753 at 4% or $241,835 at 6%; with 50% employer match about $241,835 at 4% or $161,223 at 6%; with 100% employer match about $181,376 at 4% or $120,918 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-148$13,864,946$2,162,005$14,608iApproximate average salary by contribution assumption: employee only about $365,204 at 4% or $243,469 at 6%; with 50% employer match about $243,469 at 4% or $162,313 at 6%; with 100% employer match about $182,602 at 4% or $121,735 at 6%.
Annex Wealth Management Benefit Plan-149---
20232144$10,907,549$2,469,869$17,152iApproximate average salary by contribution assumption: employee only about $428,797 at 4% or $285,864 at 6%; with 50% employer match about $285,864 at 4% or $190,576 at 6%; with 100% employer match about $214,398 at 4% or $142,932 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-139$10,907,549$2,469,869$17,769iApproximate average salary by contribution assumption: employee only about $444,221 at 4% or $296,147 at 6%; with 50% employer match about $296,147 at 4% or $197,432 at 6%; with 100% employer match about $222,111 at 4% or $148,074 at 6%.
Annex Wealth Management Benefit Plan-144---
20221121$8,219,257$1,815,193$15,002iApproximate average salary by contribution assumption: employee only about $375,040 at 4% or $250,027 at 6%; with 50% employer match about $250,027 at 4% or $166,684 at 6%; with 100% employer match about $187,520 at 4% or $125,013 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-121$8,219,257$1,815,193$15,002iApproximate average salary by contribution assumption: employee only about $375,040 at 4% or $250,027 at 6%; with 50% employer match about $250,027 at 4% or $166,684 at 6%; with 100% employer match about $187,520 at 4% or $125,013 at 6%.
20211109$8,711,990$1,357,546$12,455iApproximate average salary by contribution assumption: employee only about $311,364 at 4% or $207,576 at 6%; with 50% employer match about $207,576 at 4% or $138,384 at 6%; with 100% employer match about $155,682 at 4% or $103,788 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-109$8,711,990$1,357,546$12,455iApproximate average salary by contribution assumption: employee only about $311,364 at 4% or $207,576 at 6%; with 50% employer match about $207,576 at 4% or $138,384 at 6%; with 100% employer match about $155,682 at 4% or $103,788 at 6%.
2020196$6,552,852$2,263,309$23,576iApproximate average salary by contribution assumption: employee only about $589,403 at 4% or $392,936 at 6%; with 50% employer match about $392,936 at 4% or $261,957 at 6%; with 100% employer match about $294,702 at 4% or $196,468 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-96$6,552,852$2,263,309$23,576iApproximate average salary by contribution assumption: employee only about $589,403 at 4% or $392,936 at 6%; with 50% employer match about $392,936 at 4% or $261,957 at 6%; with 100% employer match about $294,702 at 4% or $196,468 at 6%.
2019170$4,206,643$999,050$14,272iApproximate average salary by contribution assumption: employee only about $356,804 at 4% or $237,869 at 6%; with 50% employer match about $237,869 at 4% or $158,579 at 6%; with 100% employer match about $178,402 at 4% or $118,935 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-70$4,206,643$999,050$14,272iApproximate average salary by contribution assumption: employee only about $356,804 at 4% or $237,869 at 6%; with 50% employer match about $237,869 at 4% or $158,579 at 6%; with 100% employer match about $178,402 at 4% or $118,935 at 6%.
2018169$2,680,345$1,034,415$14,992iApproximate average salary by contribution assumption: employee only about $374,788 at 4% or $249,859 at 6%; with 50% employer match about $249,859 at 4% or $166,572 at 6%; with 100% employer match about $187,394 at 4% or $124,929 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-69$2,680,345$1,034,415$14,992iApproximate average salary by contribution assumption: employee only about $374,788 at 4% or $249,859 at 6%; with 50% employer match about $249,859 at 4% or $166,572 at 6%; with 100% employer match about $187,394 at 4% or $124,929 at 6%.
2017165$2,298,156$907,352$13,959iApproximate average salary by contribution assumption: employee only about $348,982 at 4% or $232,654 at 6%; with 50% employer match about $232,654 at 4% or $155,103 at 6%; with 100% employer match about $174,491 at 4% or $116,327 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-65$2,298,156$907,352$13,959iApproximate average salary by contribution assumption: employee only about $348,982 at 4% or $232,654 at 6%; with 50% employer match about $232,654 at 4% or $155,103 at 6%; with 100% employer match about $174,491 at 4% or $116,327 at 6%.
2016148$1,351,282$594,888$12,394iApproximate average salary by contribution assumption: employee only about $309,838 at 4% or $206,558 at 6%; with 50% employer match about $206,558 at 4% or $137,706 at 6%; with 100% employer match about $154,919 at 4% or $103,279 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-48$1,351,282$594,888$12,394iApproximate average salary by contribution assumption: employee only about $309,838 at 4% or $206,558 at 6%; with 50% employer match about $206,558 at 4% or $137,706 at 6%; with 100% employer match about $154,919 at 4% or $103,279 at 6%.
2015143$770,533$516,576$12,013iApproximate average salary by contribution assumption: employee only about $300,335 at 4% or $200,223 at 6%; with 50% employer match about $200,223 at 4% or $133,482 at 6%; with 100% employer match about $150,167 at 4% or $100,112 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-43$770,533$516,576$12,013iApproximate average salary by contribution assumption: employee only about $300,335 at 4% or $200,223 at 6%; with 50% employer match about $200,223 at 4% or $133,482 at 6%; with 100% employer match about $150,167 at 4% or $100,112 at 6%.
2014130$319,924$189,683$6,323iApproximate average salary by contribution assumption: employee only about $158,069 at 4% or $105,379 at 6%; with 50% employer match about $105,379 at 4% or $70,253 at 6%; with 100% employer match about $79,035 at 4% or $52,690 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-30$319,924$189,683$6,323iApproximate average salary by contribution assumption: employee only about $158,069 at 4% or $105,379 at 6%; with 50% employer match about $105,379 at 4% or $70,253 at 6%; with 100% employer match about $79,035 at 4% or $52,690 at 6%.
2013121$205,168$83,551$3,979iApproximate average salary by contribution assumption: employee only about $99,465 at 4% or $66,310 at 6%; with 50% employer match about $66,310 at 4% or $44,207 at 6%; with 100% employer match about $49,733 at 4% or $33,155 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-21$205,168$83,551$3,979iApproximate average salary by contribution assumption: employee only about $99,465 at 4% or $66,310 at 6%; with 50% employer match about $66,310 at 4% or $44,207 at 6%; with 100% employer match about $49,733 at 4% or $33,155 at 6%.
2012117$127,285$97,887$5,758iApproximate average salary by contribution assumption: employee only about $143,951 at 4% or $95,968 at 6%; with 50% employer match about $95,968 at 4% or $63,978 at 6%; with 100% employer match about $71,976 at 4% or $47,984 at 6%.
Annex Wealth Management LLC 401(K) Retirement Plan-17$127,285$97,887$5,758iApproximate average salary by contribution assumption: employee only about $143,951 at 4% or $95,968 at 6%; with 50% employer match about $95,968 at 4% or $63,978 at 6%; with 100% employer match about $71,976 at 4% or $47,984 at 6%.