DORN WEALTH MANAGEMENT
Plan context: DORN WEALTH MANAGEMENT 401(K) PLAN
EIN 85-1387189 • Middleton, WI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$286,594
2025 Contributions
$9,931
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 | 4 | $286,594 | $9,931 | $2,483iApproximate average salary by contribution assumption: employee only about $62,069 at 4% or $41,379 at 6%; with 50% employer match about $41,379 at 4% or $27,586 at 6%; with 100% employer match about $31,034 at 4% or $20,690 at 6%. |
| DORN WEALTH MANAGEMENT 401(K) PLAN | - | 4 | $286,594 | $9,931 | $2,483iApproximate average salary by contribution assumption: employee only about $62,069 at 4% or $41,379 at 6%; with 50% employer match about $41,379 at 4% or $27,586 at 6%; with 100% employer match about $31,034 at 4% or $20,690 at 6%. |
| 2024 | 1 | 3 | $280,913 | $30,906 | $10,302iApproximate average salary by contribution assumption: employee only about $257,550 at 4% or $171,700 at 6%; with 50% employer match about $171,700 at 4% or $114,467 at 6%; with 100% employer match about $128,775 at 4% or $85,850 at 6%. |
| DORN WEALTH MANAGEMENT 401(K) PLAN | - | 3 | $280,913 | $30,906 | $10,302iApproximate average salary by contribution assumption: employee only about $257,550 at 4% or $171,700 at 6%; with 50% employer match about $171,700 at 4% or $114,467 at 6%; with 100% employer match about $128,775 at 4% or $85,850 at 6%. |
| 2023 | 1 | 2 | $219,380 | $27,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| DORN WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $219,380 | $27,000 | $13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%. |
| 2022 | 1 | 2 | $181,843 | $25,838 | $12,919iApproximate average salary by contribution assumption: employee only about $322,975 at 4% or $215,317 at 6%; with 50% employer match about $215,317 at 4% or $143,544 at 6%; with 100% employer match about $161,488 at 4% or $107,658 at 6%. |
| DORN WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $181,843 | $25,838 | $12,919iApproximate average salary by contribution assumption: employee only about $322,975 at 4% or $215,317 at 6%; with 50% employer match about $215,317 at 4% or $143,544 at 6%; with 100% employer match about $161,488 at 4% or $107,658 at 6%. |
| 2021 | 1 | 2 | $168,609 | $25,188 | $12,594iApproximate average salary by contribution assumption: employee only about $314,850 at 4% or $209,900 at 6%; with 50% employer match about $209,900 at 4% or $139,933 at 6%; with 100% employer match about $157,425 at 4% or $104,950 at 6%. |
| DORN WEALTH MANAGEMENT 401(K) PLAN | - | 2 | $168,609 | $25,188 | $12,594iApproximate average salary by contribution assumption: employee only about $314,850 at 4% or $209,900 at 6%; with 50% employer match about $209,900 at 4% or $139,933 at 6%; with 100% employer match about $157,425 at 4% or $104,950 at 6%. |