Civic Intelligence

Englebird LLC

Plan context: The Englebert Financial 401(K) Plan

EIN 84-2428352 • Milwaukee, WI • 8 filings • 3 plans

100 East Wisconsin AvenueSuite 2300Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,502,491

2024 Contributions

$266,688

Historical Graphs

Total Assets Over Time

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

$1,502,491$751,246$0201920222024YearValue
$1,502,491Latest year 2024

Participants Over Time

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

1790201920222024YearValue
17Latest 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
2024117$1,502,491$266,688$15,688iApproximate average salary by contribution assumption: employee only about $392,188 at 4% or $261,459 at 6%; with 50% employer match about $261,459 at 4% or $174,306 at 6%; with 100% employer match about $196,094 at 4% or $130,729 at 6%.
The Englebert Financial 401(K) Plan-17$1,502,491$266,688$15,688iApproximate average salary by contribution assumption: employee only about $392,188 at 4% or $261,459 at 6%; with 50% employer match about $261,459 at 4% or $174,306 at 6%; with 100% employer match about $196,094 at 4% or $130,729 at 6%.
2023117$1,067,278$242,902$14,288iApproximate average salary by contribution assumption: employee only about $357,209 at 4% or $238,139 at 6%; with 50% employer match about $238,139 at 4% or $158,759 at 6%; with 100% employer match about $178,604 at 4% or $119,070 at 6%.
The Englebert Financial 401(K) Plan-17$1,067,278$242,902$14,288iApproximate average salary by contribution assumption: employee only about $357,209 at 4% or $238,139 at 6%; with 50% employer match about $238,139 at 4% or $158,759 at 6%; with 100% employer match about $178,604 at 4% or $119,070 at 6%.
2022115$677,010$216,910$14,461iApproximate average salary by contribution assumption: employee only about $361,517 at 4% or $241,011 at 6%; with 50% employer match about $241,011 at 4% or $160,674 at 6%; with 100% employer match about $180,758 at 4% or $120,506 at 6%.
The Englebert Financial 401(K) Plan-15$677,010$216,910$14,461iApproximate average salary by contribution assumption: employee only about $361,517 at 4% or $241,011 at 6%; with 50% employer match about $241,011 at 4% or $160,674 at 6%; with 100% employer match about $180,758 at 4% or $120,506 at 6%.
2021112$576,913$171,879$14,323iApproximate average salary by contribution assumption: employee only about $358,081 at 4% or $238,721 at 6%; with 50% employer match about $238,721 at 4% or $159,147 at 6%; with 100% employer match about $179,041 at 4% or $119,360 at 6%.
The Englebert Financial 401(K) Plan-12$576,913$171,879$14,323iApproximate average salary by contribution assumption: employee only about $358,081 at 4% or $238,721 at 6%; with 50% employer match about $238,721 at 4% or $159,147 at 6%; with 100% employer match about $179,041 at 4% or $119,360 at 6%.
2020211$343,672$139,860$12,715iApproximate average salary by contribution assumption: employee only about $317,864 at 4% or $211,909 at 6%; with 50% employer match about $211,909 at 4% or $141,273 at 6%; with 100% employer match about $158,932 at 4% or $105,955 at 6%.
The Englebert Financial 401(K) Plan-11$343,672$139,860$12,715iApproximate average salary by contribution assumption: employee only about $317,864 at 4% or $211,909 at 6%; with 50% employer match about $211,909 at 4% or $141,273 at 6%; with 100% employer match about $158,932 at 4% or $105,955 at 6%.
The Englebert Financial 401(K) Plan-0$0$0-
201926$191,787$168,158$28,026iApproximate average salary by contribution assumption: employee only about $700,658 at 4% or $467,106 at 6%; with 50% employer match about $467,106 at 4% or $311,404 at 6%; with 100% employer match about $350,329 at 4% or $233,553 at 6%.
The Englebert Financial 401(K) Plan-6$163,477$151,012$25,169iApproximate average salary by contribution assumption: employee only about $629,217 at 4% or $419,478 at 6%; with 50% employer match about $419,478 at 4% or $279,652 at 6%; with 100% employer match about $314,608 at 4% or $209,739 at 6%.
The Englebert Financial 401(K) Plan-3$28,310$17,146$5,715iApproximate average salary by contribution assumption: employee only about $142,883 at 4% or $95,256 at 6%; with 50% employer match about $95,256 at 4% or $63,504 at 6%; with 100% employer match about $71,442 at 4% or $47,628 at 6%.