Suttner Financial LLC
Plan context: Suttner Financial LLC 401(K) Profit Sharing Plan
EIN 87-3764981 • Appleton, WI • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$1,094,367
2025 Contributions
$124,265
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 | $1,094,367 | $124,265 | $31,066iApproximate average salary by contribution assumption: employee only about $776,656 at 4% or $517,771 at 6%; with 50% employer match about $517,771 at 4% or $345,181 at 6%; with 100% employer match about $388,328 at 4% or $258,885 at 6%. |
| Suttner Financial LLC 401(K) Profit Sharing Plan | - | 4 | $1,094,367 | $124,265 | $31,066iApproximate average salary by contribution assumption: employee only about $776,656 at 4% or $517,771 at 6%; with 50% employer match about $517,771 at 4% or $345,181 at 6%; with 100% employer match about $388,328 at 4% or $258,885 at 6%. |
| 2024 | 1 | 5 | $933,373 | $135,039 | $27,008iApproximate average salary by contribution assumption: employee only about $675,195 at 4% or $450,130 at 6%; with 50% employer match about $450,130 at 4% or $300,087 at 6%; with 100% employer match about $337,598 at 4% or $225,065 at 6%. |
| Suttner Financial LLC 401(K) Profit Sharing Plan | - | 5 | $933,373 | $135,039 | $27,008iApproximate average salary by contribution assumption: employee only about $675,195 at 4% or $450,130 at 6%; with 50% employer match about $450,130 at 4% or $300,087 at 6%; with 100% employer match about $337,598 at 4% or $225,065 at 6%. |
| 2023 | 1 | 5 | $719,343 | $91,405 | $18,281iApproximate average salary by contribution assumption: employee only about $457,025 at 4% or $304,683 at 6%; with 50% employer match about $304,683 at 4% or $203,122 at 6%; with 100% employer match about $228,513 at 4% or $152,342 at 6%. |
| Suttner Financial LLC 401(K) Profit Sharing Plan | - | 5 | $719,343 | $91,405 | $18,281iApproximate average salary by contribution assumption: employee only about $457,025 at 4% or $304,683 at 6%; with 50% employer match about $304,683 at 4% or $203,122 at 6%; with 100% employer match about $228,513 at 4% or $152,342 at 6%. |
| 2022 | 1 | 4 | $548,109 | $78,190 | $19,548iApproximate average salary by contribution assumption: employee only about $488,688 at 4% or $325,792 at 6%; with 50% employer match about $325,792 at 4% or $217,194 at 6%; with 100% employer match about $244,344 at 4% or $162,896 at 6%. |
| Suttner Financial LLC 401(K) Profit Sharing Plan | - | 4 | $548,109 | $78,190 | $19,548iApproximate average salary by contribution assumption: employee only about $488,688 at 4% or $325,792 at 6%; with 50% employer match about $325,792 at 4% or $217,194 at 6%; with 100% employer match about $244,344 at 4% or $162,896 at 6%. |