Civic Intelligence

Lueder Financial Group LLC

Plan context: Lueder Financial Group 401K Profit Sharing Plan

EIN 90-0841199 • Milwaukee, WI • 11 filings • 1 plans

330 E. Kilbourn Ave, Suite 950Milwaukee, WI 53202
Current Snapshot

Latest Year

2022

2022 Participants

48

2022 Assets

$2,759,997

2022 Contributions

$287,327

Historical Graphs

Total Assets Over Time

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

$3,616,125$1,808,063$0201220172022YearValue
$2,759,997Latest year 2022

Participants Over Time

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

53270201220172022YearValue
48Latest year 2022

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
2022148$2,759,997$287,327$5,986iApproximate average salary by contribution assumption: employee only about $149,649 at 4% or $99,766 at 6%; with 50% employer match about $99,766 at 4% or $66,511 at 6%; with 100% employer match about $74,825 at 4% or $49,883 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-48$2,759,997$287,327$5,986iApproximate average salary by contribution assumption: employee only about $149,649 at 4% or $99,766 at 6%; with 50% employer match about $99,766 at 4% or $66,511 at 6%; with 100% employer match about $74,825 at 4% or $49,883 at 6%.
2021144$3,116,301$251,732$5,721iApproximate average salary by contribution assumption: employee only about $143,030 at 4% or $95,353 at 6%; with 50% employer match about $95,353 at 4% or $63,569 at 6%; with 100% employer match about $71,515 at 4% or $47,677 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-44$3,116,301$251,732$5,721iApproximate average salary by contribution assumption: employee only about $143,030 at 4% or $95,353 at 6%; with 50% employer match about $95,353 at 4% or $63,569 at 6%; with 100% employer match about $71,515 at 4% or $47,677 at 6%.
2020142$3,616,125$218,117$5,193iApproximate average salary by contribution assumption: employee only about $129,832 at 4% or $86,554 at 6%; with 50% employer match about $86,554 at 4% or $57,703 at 6%; with 100% employer match about $64,916 at 4% or $43,277 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-42$3,616,125$218,117$5,193iApproximate average salary by contribution assumption: employee only about $129,832 at 4% or $86,554 at 6%; with 50% employer match about $86,554 at 4% or $57,703 at 6%; with 100% employer match about $64,916 at 4% or $43,277 at 6%.
2019122$3,244,022$238,412$10,837iApproximate average salary by contribution assumption: employee only about $270,923 at 4% or $180,615 at 6%; with 50% employer match about $180,615 at 4% or $120,410 at 6%; with 100% employer match about $135,461 at 4% or $90,308 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-22$3,244,022$238,412$10,837iApproximate average salary by contribution assumption: employee only about $270,923 at 4% or $180,615 at 6%; with 50% employer match about $180,615 at 4% or $120,410 at 6%; with 100% employer match about $135,461 at 4% or $90,308 at 6%.
2018123$2,495,670$219,634$9,549iApproximate average salary by contribution assumption: employee only about $238,733 at 4% or $159,155 at 6%; with 50% employer match about $159,155 at 4% or $106,103 at 6%; with 100% employer match about $119,366 at 4% or $79,578 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-23$2,495,670$219,634$9,549iApproximate average salary by contribution assumption: employee only about $238,733 at 4% or $159,155 at 6%; with 50% employer match about $159,155 at 4% or $106,103 at 6%; with 100% employer match about $119,366 at 4% or $79,578 at 6%.
2017123$2,603,388$199,554$8,676iApproximate average salary by contribution assumption: employee only about $216,907 at 4% or $144,604 at 6%; with 50% employer match about $144,604 at 4% or $96,403 at 6%; with 100% employer match about $108,453 at 4% or $72,302 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-23$2,603,388$199,554$8,676iApproximate average salary by contribution assumption: employee only about $216,907 at 4% or $144,604 at 6%; with 50% employer match about $144,604 at 4% or $96,403 at 6%; with 100% employer match about $108,453 at 4% or $72,302 at 6%.
2016153$2,290,080$190,941$3,603iApproximate average salary by contribution assumption: employee only about $90,067 at 4% or $60,044 at 6%; with 50% employer match about $60,044 at 4% or $40,030 at 6%; with 100% employer match about $45,033 at 4% or $30,022 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-53$2,290,080$190,941$3,603iApproximate average salary by contribution assumption: employee only about $90,067 at 4% or $60,044 at 6%; with 50% employer match about $60,044 at 4% or $40,030 at 6%; with 100% employer match about $45,033 at 4% or $30,022 at 6%.
2015150$2,236,611$176,403$3,528iApproximate average salary by contribution assumption: employee only about $88,202 at 4% or $58,801 at 6%; with 50% employer match about $58,801 at 4% or $39,201 at 6%; with 100% employer match about $44,101 at 4% or $29,401 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-50$2,236,611$176,403$3,528iApproximate average salary by contribution assumption: employee only about $88,202 at 4% or $58,801 at 6%; with 50% employer match about $58,801 at 4% or $39,201 at 6%; with 100% employer match about $44,101 at 4% or $29,401 at 6%.
2014144$2,122,411$174,977$3,977iApproximate average salary by contribution assumption: employee only about $99,419 at 4% or $66,279 at 6%; with 50% employer match about $66,279 at 4% or $44,186 at 6%; with 100% employer match about $49,709 at 4% or $33,140 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-44$2,122,411$174,977$3,977iApproximate average salary by contribution assumption: employee only about $99,419 at 4% or $66,279 at 6%; with 50% employer match about $66,279 at 4% or $44,186 at 6%; with 100% employer match about $49,709 at 4% or $33,140 at 6%.
2013143$1,912,473$161,742$3,761iApproximate average salary by contribution assumption: employee only about $94,036 at 4% or $62,691 at 6%; with 50% employer match about $62,691 at 4% or $41,794 at 6%; with 100% employer match about $47,018 at 4% or $31,345 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-43$1,912,473$161,742$3,761iApproximate average salary by contribution assumption: employee only about $94,036 at 4% or $62,691 at 6%; with 50% employer match about $62,691 at 4% or $41,794 at 6%; with 100% employer match about $47,018 at 4% or $31,345 at 6%.
2012141$1,528,354$239,303$5,837iApproximate average salary by contribution assumption: employee only about $145,916 at 4% or $97,278 at 6%; with 50% employer match about $97,278 at 4% or $64,852 at 6%; with 100% employer match about $72,958 at 4% or $48,639 at 6%.
Lueder Financial Group 401K Profit Sharing Plan-41$1,528,354$239,303$5,837iApproximate average salary by contribution assumption: employee only about $145,916 at 4% or $97,278 at 6%; with 50% employer match about $97,278 at 4% or $64,852 at 6%; with 100% employer match about $72,958 at 4% or $48,639 at 6%.