WAGNER INSURANCE & FINANCIAL, INC.
Plan context: ENDRES INSURANCE AGENCY, INC. 401(K) PLAN
EIN 81-4524006 • Cross Plains, WI • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$1,104,120
2025 Contributions
$128,732
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $1,104,120 | $128,732 | $9,902iApproximate average salary by contribution assumption: employee only about $247,562 at 4% or $165,041 at 6%; with 50% employer match about $165,041 at 4% or $110,027 at 6%; with 100% employer match about $123,781 at 4% or $82,521 at 6%. |
| ENDRES INSURANCE AGENCY, INC. 401(K) PLAN | - | 13 | $1,104,120 | $128,732 | $9,902iApproximate average salary by contribution assumption: employee only about $247,562 at 4% or $165,041 at 6%; with 50% employer match about $165,041 at 4% or $110,027 at 6%; with 100% employer match about $123,781 at 4% or $82,521 at 6%. |
| 2024 | 1 | 11 | $982,071 | $135,237 | $12,294iApproximate average salary by contribution assumption: employee only about $307,357 at 4% or $204,905 at 6%; with 50% employer match about $204,905 at 4% or $136,603 at 6%; with 100% employer match about $153,678 at 4% or $102,452 at 6%. |
| ENDRES INSURANCE AGENCY, INC. 401(K) PLAN | - | 11 | $982,071 | $135,237 | $12,294iApproximate average salary by contribution assumption: employee only about $307,357 at 4% or $204,905 at 6%; with 50% employer match about $204,905 at 4% or $136,603 at 6%; with 100% employer match about $153,678 at 4% or $102,452 at 6%. |
| 2023 | 1 | 10 | $737,237 | $113,085 | $11,309iApproximate average salary by contribution assumption: employee only about $282,713 at 4% or $188,475 at 6%; with 50% employer match about $188,475 at 4% or $125,650 at 6%; with 100% employer match about $141,356 at 4% or $94,238 at 6%. |
| ENDRES INSURANCE AGENCY, INC. 401(K) PLAN | - | 10 | $737,237 | $113,085 | $11,309iApproximate average salary by contribution assumption: employee only about $282,713 at 4% or $188,475 at 6%; with 50% employer match about $188,475 at 4% or $125,650 at 6%; with 100% employer match about $141,356 at 4% or $94,238 at 6%. |
| 2022 | 1 | 11 | $563,003 | $81,520 | $7,411iApproximate average salary by contribution assumption: employee only about $185,273 at 4% or $123,515 at 6%; with 50% employer match about $123,515 at 4% or $82,343 at 6%; with 100% employer match about $92,636 at 4% or $61,758 at 6%. |
| ENDRES INSURANCE AGENCY, INC. 401(K) PLAN | - | 11 | $563,003 | $81,520 | $7,411iApproximate average salary by contribution assumption: employee only about $185,273 at 4% or $123,515 at 6%; with 50% employer match about $123,515 at 4% or $82,343 at 6%; with 100% employer match about $92,636 at 4% or $61,758 at 6%. |
| 2021 | 1 | 8 | $910,532 | $72,118 | $9,015iApproximate average salary by contribution assumption: employee only about $225,369 at 4% or $150,246 at 6%; with 50% employer match about $150,246 at 4% or $100,164 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%. |
| ENDRES INSURANCE AGENCY, INC. 401(K) PLAN | - | 8 | $910,532 | $72,118 | $9,015iApproximate average salary by contribution assumption: employee only about $225,369 at 4% or $150,246 at 6%; with 50% employer match about $150,246 at 4% or $100,164 at 6%; with 100% employer match about $112,684 at 4% or $75,123 at 6%. |
| 2020 | 1 | 7 | $725,169 | $71,107 | $10,158iApproximate average salary by contribution assumption: employee only about $253,954 at 4% or $169,302 at 6%; with 50% employer match about $169,302 at 4% or $112,868 at 6%; with 100% employer match about $126,977 at 4% or $84,651 at 6%. |
| ENDRES INSURANCE AGENCY, INC. 401(K) PLAN | - | 7 | $725,169 | $71,107 | $10,158iApproximate average salary by contribution assumption: employee only about $253,954 at 4% or $169,302 at 6%; with 50% employer match about $169,302 at 4% or $112,868 at 6%; with 100% employer match about $126,977 at 4% or $84,651 at 6%. |
| 2019 | 1 | 7 | $554,760 | $67,414 | $9,631iApproximate average salary by contribution assumption: employee only about $240,764 at 4% or $160,510 at 6%; with 50% employer match about $160,510 at 4% or $107,006 at 6%; with 100% employer match about $120,382 at 4% or $80,255 at 6%. |
| ENDRES INSURANCE AGENCY, INC. 401(K) PLAN | - | 7 | $554,760 | $67,414 | $9,631iApproximate average salary by contribution assumption: employee only about $240,764 at 4% or $160,510 at 6%; with 50% employer match about $160,510 at 4% or $107,006 at 6%; with 100% employer match about $120,382 at 4% or $80,255 at 6%. |
| 2018 | 1 | 8 | $414,764 | $69,688 | $8,711iApproximate average salary by contribution assumption: employee only about $217,775 at 4% or $145,183 at 6%; with 50% employer match about $145,183 at 4% or $96,789 at 6%; with 100% employer match about $108,888 at 4% or $72,592 at 6%. |
| ENDRES INSURANCE AGENCY, INC. 401(K) PLAN | - | 8 | $414,764 | $69,688 | $8,711iApproximate average salary by contribution assumption: employee only about $217,775 at 4% or $145,183 at 6%; with 50% employer match about $145,183 at 4% or $96,789 at 6%; with 100% employer match about $108,888 at 4% or $72,592 at 6%. |
| 2017 | 1 | 7 | $366,889 | $355,407 | $50,772iApproximate average salary by contribution assumption: employee only about $1,269,311 at 4% or $846,207 at 6%; with 50% employer match about $846,207 at 4% or $564,138 at 6%; with 100% employer match about $634,655 at 4% or $423,104 at 6%. |
| WAGNER INSURANCE + FINANCIAL, INC. 401(K) PLAN | - | 7 | $366,889 | $355,407 | $50,772iApproximate average salary by contribution assumption: employee only about $1,269,311 at 4% or $846,207 at 6%; with 50% employer match about $846,207 at 4% or $564,138 at 6%; with 100% employer match about $634,655 at 4% or $423,104 at 6%. |