Civic Intelligence

AMPERSAND, INC.

Plan context: AMPERSAND, INC. 401(K) PLAN

EIN 92-1049630 • Waukesha, WI • 3 filings • 1 plans

N16 W23217 Stone Ridge Dr.Suite 150Waukesha, WI 53188
Current Snapshot

Latest Year

2025

2025 Participants

29

2025 Assets

$759,674

2025 Contributions

$179,996

Historical Graphs

Total Assets Over Time

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

$759,674$379,837$0202320242025YearValue
$759,674Latest year 2025

Participants Over Time

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

29150202320242025YearValue
29Latest 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
2025129$759,674$179,996$6,207iApproximate average salary by contribution assumption: employee only about $155,169 at 4% or $103,446 at 6%; with 50% employer match about $103,446 at 4% or $68,964 at 6%; with 100% employer match about $77,584 at 4% or $51,723 at 6%.
AMPERSAND, INC. 401(K) PLAN-29$759,674$179,996$6,207iApproximate average salary by contribution assumption: employee only about $155,169 at 4% or $103,446 at 6%; with 50% employer match about $103,446 at 4% or $68,964 at 6%; with 100% employer match about $77,584 at 4% or $51,723 at 6%.
2024120$505,416$432,636$21,632iApproximate average salary by contribution assumption: employee only about $540,795 at 4% or $360,530 at 6%; with 50% employer match about $360,530 at 4% or $240,353 at 6%; with 100% employer match about $270,398 at 4% or $180,265 at 6%.
AMPERSAND, INC. 401(K) PLAN-20$505,416$432,636$21,632iApproximate average salary by contribution assumption: employee only about $540,795 at 4% or $360,530 at 6%; with 50% employer match about $360,530 at 4% or $240,353 at 6%; with 100% employer match about $270,398 at 4% or $180,265 at 6%.
2023111$64,913$60,390$5,490iApproximate average salary by contribution assumption: employee only about $137,250 at 4% or $91,500 at 6%; with 50% employer match about $91,500 at 4% or $61,000 at 6%; with 100% employer match about $68,625 at 4% or $45,750 at 6%.
AMPERSAND, INC. 401(K) PLAN-11$64,913$60,390$5,490iApproximate average salary by contribution assumption: employee only about $137,250 at 4% or $91,500 at 6%; with 50% employer match about $91,500 at 4% or $61,000 at 6%; with 100% employer match about $68,625 at 4% or $45,750 at 6%.