Civic Intelligence

JIM SCHROETER NORTHWESTERN MUTUAL

Plan context: SCHROETER FINANCIAL 401(K) PLAN

EIN 82-2923439 • Weston, WI • 4 filings • 1 plans

4107 Barbican AveSuite 220Weston, WI 54476
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$22,555

2025 Contributions

$8,881

Historical Graphs

Total Assets Over Time

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

$22,555$11,278$0202220232024YearValue
$22,555Latest year 2024

Participants Over Time

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

320202220232024YearValue
3Latest 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
202510$0$0-
SCHROETER FINANCIAL 401(K) PLAN-0$0$0-
202413$22,555$8,881$2,960iApproximate average salary by contribution assumption: employee only about $74,008 at 4% or $49,339 at 6%; with 50% employer match about $49,339 at 4% or $32,893 at 6%; with 100% employer match about $37,004 at 4% or $24,669 at 6%.
SCHROETER FINANCIAL 401(K) PLAN-3$22,555$8,881$2,960iApproximate average salary by contribution assumption: employee only about $74,008 at 4% or $49,339 at 6%; with 50% employer match about $49,339 at 4% or $32,893 at 6%; with 100% employer match about $37,004 at 4% or $24,669 at 6%.
202312$11,630$10,809$5,405iApproximate average salary by contribution assumption: employee only about $135,113 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,038 at 6%.
SCHROETER FINANCIAL 401(K) PLAN-2$11,630$10,809$5,405iApproximate average salary by contribution assumption: employee only about $135,113 at 4% or $90,075 at 6%; with 50% employer match about $90,075 at 4% or $60,050 at 6%; with 100% employer match about $67,556 at 4% or $45,038 at 6%.
202213$2,959$2,948$983iApproximate average salary by contribution assumption: employee only about $24,567 at 4% or $16,378 at 6%; with 50% employer match about $16,378 at 4% or $10,919 at 6%; with 100% employer match about $12,283 at 4% or $8,189 at 6%.
SCHROETER FINANCIAL 401(K) PLAN-3$2,959$2,948$983iApproximate average salary by contribution assumption: employee only about $24,567 at 4% or $16,378 at 6%; with 50% employer match about $16,378 at 4% or $10,919 at 6%; with 100% employer match about $12,283 at 4% or $8,189 at 6%.