Civic Intelligence

Segal Real Estate LLC

Plan context: Segal Real Estate LLC 401(K) Plan

EIN 86-3476735 • Waukesha, WI • 3 filings • 1 plans

21075 Swenson DriveSuite 200Waukesha, WI 53186
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$66,915

2025 Contributions

$27,418

Historical Graphs

Total Assets Over Time

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

$66,915$33,458$0202320242025YearValue
$66,915Latest year 2025

Participants Over Time

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

210202320242025YearValue
2Latest year 2025

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
202512$66,915$27,418$13,709iApproximate average salary by contribution assumption: employee only about $342,725 at 4% or $228,483 at 6%; with 50% employer match about $228,483 at 4% or $152,322 at 6%; with 100% employer match about $171,363 at 4% or $114,242 at 6%.
Segal Real Estate LLC 401(K) Plan-2$66,915$27,418$13,709iApproximate average salary by contribution assumption: employee only about $342,725 at 4% or $228,483 at 6%; with 50% employer match about $228,483 at 4% or $152,322 at 6%; with 100% employer match about $171,363 at 4% or $114,242 at 6%.
202412$31,320$27,210$13,605iApproximate average salary by contribution assumption: employee only about $340,125 at 4% or $226,750 at 6%; with 50% employer match about $226,750 at 4% or $151,167 at 6%; with 100% employer match about $170,063 at 4% or $113,375 at 6%.
Segal Real Estate LLC 401(K) Plan-2$31,320$27,210$13,605iApproximate average salary by contribution assumption: employee only about $340,125 at 4% or $226,750 at 6%; with 50% employer match about $226,750 at 4% or $151,167 at 6%; with 100% employer match about $170,063 at 4% or $113,375 at 6%.
202312$3,444$3,268$1,634iApproximate average salary by contribution assumption: employee only about $40,850 at 4% or $27,233 at 6%; with 50% employer match about $27,233 at 4% or $18,156 at 6%; with 100% employer match about $20,425 at 4% or $13,617 at 6%.
Segal Real Estate LLC 401(K) Plan-2$3,444$3,268$1,634iApproximate average salary by contribution assumption: employee only about $40,850 at 4% or $27,233 at 6%; with 50% employer match about $27,233 at 4% or $18,156 at 6%; with 100% employer match about $20,425 at 4% or $13,617 at 6%.