Mequon Independent Branch Ltd.
Plan context: Mequon Independent Branch Ltd. 401K Plan
EIN 81-4886769 • Mequon, WI • 7 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$1,297,916
2024 Contributions
$139,545
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $1,297,916 | $139,545 | $19,935iApproximate average salary by contribution assumption: employee only about $498,375 at 4% or $332,250 at 6%; with 50% employer match about $332,250 at 4% or $221,500 at 6%; with 100% employer match about $249,188 at 4% or $166,125 at 6%. |
| Mequon Independent Branch Ltd. 401K Plan | - | 7 | $1,297,916 | $139,545 | $19,935iApproximate average salary by contribution assumption: employee only about $498,375 at 4% or $332,250 at 6%; with 50% employer match about $332,250 at 4% or $221,500 at 6%; with 100% employer match about $249,188 at 4% or $166,125 at 6%. |
| 2023 | 1 | 7 | $806,964 | $52,860 | $7,551iApproximate average salary by contribution assumption: employee only about $188,786 at 4% or $125,857 at 6%; with 50% employer match about $125,857 at 4% or $83,905 at 6%; with 100% employer match about $94,393 at 4% or $62,929 at 6%. |
| Mequon Independent Branch Ltd. 401K Plan | - | 7 | $806,964 | $52,860 | $7,551iApproximate average salary by contribution assumption: employee only about $188,786 at 4% or $125,857 at 6%; with 50% employer match about $125,857 at 4% or $83,905 at 6%; with 100% employer match about $94,393 at 4% or $62,929 at 6%. |
| 2022 | 1 | 8 | $791,231 | $202,000 | $25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%. |
| Mequon Independent Branch Ltd. 401K Plan | - | 8 | $791,231 | $202,000 | $25,250iApproximate average salary by contribution assumption: employee only about $631,250 at 4% or $420,833 at 6%; with 50% employer match about $420,833 at 4% or $280,556 at 6%; with 100% employer match about $315,625 at 4% or $210,417 at 6%. |
| 2021 | 1 | 7 | $640,818 | $148,320 | $21,189iApproximate average salary by contribution assumption: employee only about $529,714 at 4% or $353,143 at 6%; with 50% employer match about $353,143 at 4% or $235,429 at 6%; with 100% employer match about $264,857 at 4% or $176,571 at 6%. |
| Mequon Independent Branch Ltd. 401K Plan | - | 7 | $640,818 | $148,320 | $21,189iApproximate average salary by contribution assumption: employee only about $529,714 at 4% or $353,143 at 6%; with 50% employer match about $353,143 at 4% or $235,429 at 6%; with 100% employer match about $264,857 at 4% or $176,571 at 6%. |
| 2020 | 1 | 7 | $436,017 | $128,845 | $18,406iApproximate average salary by contribution assumption: employee only about $460,161 at 4% or $306,774 at 6%; with 50% employer match about $306,774 at 4% or $204,516 at 6%; with 100% employer match about $230,080 at 4% or $153,387 at 6%. |
| Mequon Independent Branch Ltd. 401K Plan | - | 7 | $436,017 | $128,845 | $18,406iApproximate average salary by contribution assumption: employee only about $460,161 at 4% or $306,774 at 6%; with 50% employer match about $306,774 at 4% or $204,516 at 6%; with 100% employer match about $230,080 at 4% or $153,387 at 6%. |
| 2019 | 1 | 6 | $246,316 | $120,713 | $20,119iApproximate average salary by contribution assumption: employee only about $502,971 at 4% or $335,314 at 6%; with 50% employer match about $335,314 at 4% or $223,543 at 6%; with 100% employer match about $251,485 at 4% or $167,657 at 6%. |
| Mequon Independent Branch Ltd. 401K Plan | - | 6 | $246,316 | $120,713 | $20,119iApproximate average salary by contribution assumption: employee only about $502,971 at 4% or $335,314 at 6%; with 50% employer match about $335,314 at 4% or $223,543 at 6%; with 100% employer match about $251,485 at 4% or $167,657 at 6%. |
| 2018 | 1 | 6 | $92,579 | $98,570 | $16,428iApproximate average salary by contribution assumption: employee only about $410,708 at 4% or $273,806 at 6%; with 50% employer match about $273,806 at 4% or $182,537 at 6%; with 100% employer match about $205,354 at 4% or $136,903 at 6%. |
| Mequon Independent Branch Ltd. 401K Plan | - | 6 | $92,579 | $98,570 | $16,428iApproximate average salary by contribution assumption: employee only about $410,708 at 4% or $273,806 at 6%; with 50% employer match about $273,806 at 4% or $182,537 at 6%; with 100% employer match about $205,354 at 4% or $136,903 at 6%. |