Civic Intelligence

Advancing Choices Inc.

Plan context: Advancing Choices Inc. 401(K) Plan

EIN 81-2747638 • Delafield, WI • 7 filings • 1 plans

3215 Golf Road, Ste 117Delafield, WI 53018
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$449,280

2024 Contributions

$103,003

Historical Graphs

Total Assets Over Time

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

$449,280$224,640$0201820212024YearValue
$449,280Latest year 2024

Participants Over Time

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

1470201820212024YearValue
12Latest 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
2024112$449,280$103,003$8,584iApproximate average salary by contribution assumption: employee only about $214,590 at 4% or $143,060 at 6%; with 50% employer match about $143,060 at 4% or $95,373 at 6%; with 100% employer match about $107,295 at 4% or $71,530 at 6%.
Advancing Choices Inc. 401(K) Plan-12$449,280$103,003$8,584iApproximate average salary by contribution assumption: employee only about $214,590 at 4% or $143,060 at 6%; with 50% employer match about $143,060 at 4% or $95,373 at 6%; with 100% employer match about $107,295 at 4% or $71,530 at 6%.
2023114$317,130$65,739$4,696iApproximate average salary by contribution assumption: employee only about $117,391 at 4% or $78,261 at 6%; with 50% employer match about $78,261 at 4% or $52,174 at 6%; with 100% employer match about $58,696 at 4% or $39,130 at 6%.
Advancing Choices Inc. 401(K) Plan-14$317,130$65,739$4,696iApproximate average salary by contribution assumption: employee only about $117,391 at 4% or $78,261 at 6%; with 50% employer match about $78,261 at 4% or $52,174 at 6%; with 100% employer match about $58,696 at 4% or $39,130 at 6%.
2022110$221,548$55,409$5,541iApproximate average salary by contribution assumption: employee only about $138,523 at 4% or $92,348 at 6%; with 50% employer match about $92,348 at 4% or $61,566 at 6%; with 100% employer match about $69,261 at 4% or $46,174 at 6%.
Advancing Choices Inc. 401(K) Plan-10$221,548$55,409$5,541iApproximate average salary by contribution assumption: employee only about $138,523 at 4% or $92,348 at 6%; with 50% employer match about $92,348 at 4% or $61,566 at 6%; with 100% employer match about $69,261 at 4% or $46,174 at 6%.
2021110$226,241$67,876$6,788iApproximate average salary by contribution assumption: employee only about $169,690 at 4% or $113,127 at 6%; with 50% employer match about $113,127 at 4% or $75,418 at 6%; with 100% employer match about $84,845 at 4% or $56,563 at 6%.
Advancing Choices Inc. 401(K) Plan-10$226,241$67,876$6,788iApproximate average salary by contribution assumption: employee only about $169,690 at 4% or $113,127 at 6%; with 50% employer match about $113,127 at 4% or $75,418 at 6%; with 100% employer match about $84,845 at 4% or $56,563 at 6%.
2020112$144,179$65,409$5,451iApproximate average salary by contribution assumption: employee only about $136,269 at 4% or $90,846 at 6%; with 50% employer match about $90,846 at 4% or $60,564 at 6%; with 100% employer match about $68,134 at 4% or $45,423 at 6%.
Advancing Choices Inc. 401(K) Plan-12$144,179$65,409$5,451iApproximate average salary by contribution assumption: employee only about $136,269 at 4% or $90,846 at 6%; with 50% employer match about $90,846 at 4% or $60,564 at 6%; with 100% employer match about $68,134 at 4% or $45,423 at 6%.
201918$59,935$49,071$6,134iApproximate average salary by contribution assumption: employee only about $153,347 at 4% or $102,231 at 6%; with 50% employer match about $102,231 at 4% or $68,154 at 6%; with 100% employer match about $76,673 at 4% or $51,116 at 6%.
Advancing Choices Inc. 401(K) Plan-8$59,935$49,071$6,134iApproximate average salary by contribution assumption: employee only about $153,347 at 4% or $102,231 at 6%; with 50% employer match about $102,231 at 4% or $68,154 at 6%; with 100% employer match about $76,673 at 4% or $51,116 at 6%.
2018110$6,346$6,428$643iApproximate average salary by contribution assumption: employee only about $16,070 at 4% or $10,713 at 6%; with 50% employer match about $10,713 at 4% or $7,142 at 6%; with 100% employer match about $8,035 at 4% or $5,357 at 6%.
Advancing Choices Inc. 401(K) Plan-10$6,346$6,428$643iApproximate average salary by contribution assumption: employee only about $16,070 at 4% or $10,713 at 6%; with 50% employer match about $10,713 at 4% or $7,142 at 6%; with 100% employer match about $8,035 at 4% or $5,357 at 6%.