Civic Intelligence

J&J Group LLC DBA Spaeth Barrett Group

Plan context: Spaeth Barrett Group 401(K) Retirement Plan

EIN 81-0752005 • Milwaukee, WI • 9 filings • 1 plans

330 E. Kilbourn Ave., Ste 950Milwaukee, WI 53202
Current Snapshot

Latest Year

2023

2023 Participants

21

2023 Assets

$4,179,478

2023 Contributions

$366,491

Historical Graphs

Total Assets Over Time

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

$4,179,478$2,089,739$0201520192023YearValue
$4,179,478Latest year 2023

Participants Over Time

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

21110201520192023YearValue
21Latest year 2023

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
2023121$4,179,478$366,491$17,452iApproximate average salary by contribution assumption: employee only about $436,299 at 4% or $290,866 at 6%; with 50% employer match about $290,866 at 4% or $193,911 at 6%; with 100% employer match about $218,149 at 4% or $145,433 at 6%.
Spaeth Barrett Group 401(K) Retirement Plan-21$4,179,478$366,491$17,452iApproximate average salary by contribution assumption: employee only about $436,299 at 4% or $290,866 at 6%; with 50% employer match about $290,866 at 4% or $193,911 at 6%; with 100% employer match about $218,149 at 4% or $145,433 at 6%.
2022118$3,550,943$307,342$17,075iApproximate average salary by contribution assumption: employee only about $426,864 at 4% or $284,576 at 6%; with 50% employer match about $284,576 at 4% or $189,717 at 6%; with 100% employer match about $213,432 at 4% or $142,288 at 6%.
Spaeth Barrett Group 401(K) Retirement Plan-18$3,550,943$307,342$17,075iApproximate average salary by contribution assumption: employee only about $426,864 at 4% or $284,576 at 6%; with 50% employer match about $284,576 at 4% or $189,717 at 6%; with 100% employer match about $213,432 at 4% or $142,288 at 6%.
2021117$3,865,125$578,897$34,053iApproximate average salary by contribution assumption: employee only about $851,319 at 4% or $567,546 at 6%; with 50% employer match about $567,546 at 4% or $378,364 at 6%; with 100% employer match about $425,660 at 4% or $283,773 at 6%.
Spaeth Barrett Group 401(K) Retirement Plan-17$3,865,125$578,897$34,053iApproximate average salary by contribution assumption: employee only about $851,319 at 4% or $567,546 at 6%; with 50% employer match about $567,546 at 4% or $378,364 at 6%; with 100% employer match about $425,660 at 4% or $283,773 at 6%.
2020114$2,851,488$244,836$17,488iApproximate average salary by contribution assumption: employee only about $437,207 at 4% or $291,471 at 6%; with 50% employer match about $291,471 at 4% or $194,314 at 6%; with 100% employer match about $218,604 at 4% or $145,736 at 6%.
Spaeth Barrett Group 401(K) Retirement Plan-14$2,851,488$244,836$17,488iApproximate average salary by contribution assumption: employee only about $437,207 at 4% or $291,471 at 6%; with 50% employer match about $291,471 at 4% or $194,314 at 6%; with 100% employer match about $218,604 at 4% or $145,736 at 6%.
2019114$2,223,836$186,326$13,309iApproximate average salary by contribution assumption: employee only about $332,725 at 4% or $221,817 at 6%; with 50% employer match about $221,817 at 4% or $147,878 at 6%; with 100% employer match about $166,363 at 4% or $110,908 at 6%.
Spaeth Barrett Group 401(K) Retirement Plan-14$2,223,836$186,326$13,309iApproximate average salary by contribution assumption: employee only about $332,725 at 4% or $221,817 at 6%; with 50% employer match about $221,817 at 4% or $147,878 at 6%; with 100% employer match about $166,363 at 4% or $110,908 at 6%.
201819$1,238,319$130,545$14,505iApproximate average salary by contribution assumption: employee only about $362,625 at 4% or $241,750 at 6%; with 50% employer match about $241,750 at 4% or $161,167 at 6%; with 100% employer match about $181,313 at 4% or $120,875 at 6%.
Spaeth Barrett Group 401(K) Retirement Plan-9$1,238,319$130,545$14,505iApproximate average salary by contribution assumption: employee only about $362,625 at 4% or $241,750 at 6%; with 50% employer match about $241,750 at 4% or $161,167 at 6%; with 100% employer match about $181,313 at 4% or $120,875 at 6%.
201719$1,214,187$347,978$38,664iApproximate average salary by contribution assumption: employee only about $966,606 at 4% or $644,404 at 6%; with 50% employer match about $644,404 at 4% or $429,602 at 6%; with 100% employer match about $483,303 at 4% or $322,202 at 6%.
Spaeth Barrett Group 401(K) Retirement Plan-9$1,214,187$347,978$38,664iApproximate average salary by contribution assumption: employee only about $966,606 at 4% or $644,404 at 6%; with 50% employer match about $644,404 at 4% or $429,602 at 6%; with 100% employer match about $483,303 at 4% or $322,202 at 6%.
201618$739,205$525,368$65,671iApproximate average salary by contribution assumption: employee only about $1,641,775 at 4% or $1,094,517 at 6%; with 50% employer match about $1,094,517 at 4% or $729,678 at 6%; with 100% employer match about $820,888 at 4% or $547,258 at 6%.
Spaeth Barrett Group 401(K) Retirement Plan-8$739,205$525,368$65,671iApproximate average salary by contribution assumption: employee only about $1,641,775 at 4% or $1,094,517 at 6%; with 50% employer match about $1,094,517 at 4% or $729,678 at 6%; with 100% employer match about $820,888 at 4% or $547,258 at 6%.
201519$205,061$96,054$10,673iApproximate average salary by contribution assumption: employee only about $266,817 at 4% or $177,878 at 6%; with 50% employer match about $177,878 at 4% or $118,585 at 6%; with 100% employer match about $133,408 at 4% or $88,939 at 6%.
Spaeth Barrett Group 401(K) Retirement Plan-9$205,061$96,054$10,673iApproximate average salary by contribution assumption: employee only about $266,817 at 4% or $177,878 at 6%; with 50% employer match about $177,878 at 4% or $118,585 at 6%; with 100% employer match about $133,408 at 4% or $88,939 at 6%.