Civic Intelligence

Cleary Gull Inc.

Plan context: Cleary Gull Inc. Retirement Savings Plan

EIN 04-3414501 • Milwaukee, WI • 18 filings • 1 plans

411 East Wisconsin AvenueSuite 1850Milwaukee, WI 53202
Current Snapshot

Latest Year

2020

2020 Participants

5

2020 Assets

$549,826

2020 Contributions

$592,695

Historical Graphs

Total Assets Over Time

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

$10,415,024$5,207,512$0200220112019YearValue
$549,826Latest year 2019

Participants Over Time

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

67340200220112019YearValue
5Latest year 2019

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
202010$0$0-
Cleary Gull Inc. Retirement Savings Plan-0$0--
201915$549,826$592,695$118,539iApproximate average salary by contribution assumption: employee only about $2,963,475 at 4% or $1,975,650 at 6%; with 50% employer match about $1,975,650 at 4% or $1,317,100 at 6%; with 100% employer match about $1,481,738 at 4% or $987,825 at 6%.
Cleary Gull Inc. Retirement Savings Plan-5$549,826$592,695$118,539iApproximate average salary by contribution assumption: employee only about $2,963,475 at 4% or $1,975,650 at 6%; with 50% employer match about $1,975,650 at 4% or $1,317,100 at 6%; with 100% employer match about $1,481,738 at 4% or $987,825 at 6%.
2018133$5,062,727$519,862$15,753iApproximate average salary by contribution assumption: employee only about $393,835 at 4% or $262,557 at 6%; with 50% employer match about $262,557 at 4% or $175,038 at 6%; with 100% employer match about $196,917 at 4% or $131,278 at 6%.
Cleary Gull Inc. Retirement Savings Plan-33$5,062,727$519,862$15,753iApproximate average salary by contribution assumption: employee only about $393,835 at 4% or $262,557 at 6%; with 50% employer match about $262,557 at 4% or $175,038 at 6%; with 100% employer match about $196,917 at 4% or $131,278 at 6%.
2017130$5,030,299$300,318$10,011iApproximate average salary by contribution assumption: employee only about $250,265 at 4% or $166,843 at 6%; with 50% employer match about $166,843 at 4% or $111,229 at 6%; with 100% employer match about $125,133 at 4% or $83,422 at 6%.
Cleary Gull Inc. Retirement Savings Plan-30$5,030,299$300,318$10,011iApproximate average salary by contribution assumption: employee only about $250,265 at 4% or $166,843 at 6%; with 50% employer match about $166,843 at 4% or $111,229 at 6%; with 100% employer match about $125,133 at 4% or $83,422 at 6%.
2016126$4,362,227$710,588$27,330iApproximate average salary by contribution assumption: employee only about $683,258 at 4% or $455,505 at 6%; with 50% employer match about $455,505 at 4% or $303,670 at 6%; with 100% employer match about $341,629 at 4% or $227,753 at 6%.
Cleary Gull Inc. Retirement Savings Plan-26$4,362,227$710,588$27,330iApproximate average salary by contribution assumption: employee only about $683,258 at 4% or $455,505 at 6%; with 50% employer match about $455,505 at 4% or $303,670 at 6%; with 100% employer match about $341,629 at 4% or $227,753 at 6%.
2015163$10,415,024$897,468$14,246iApproximate average salary by contribution assumption: employee only about $356,138 at 4% or $237,425 at 6%; with 50% employer match about $237,425 at 4% or $158,284 at 6%; with 100% employer match about $178,069 at 4% or $118,713 at 6%.
Cleary Gull Inc. Retirement Savings Plan-63$10,415,024$897,468$14,246iApproximate average salary by contribution assumption: employee only about $356,138 at 4% or $237,425 at 6%; with 50% employer match about $237,425 at 4% or $158,284 at 6%; with 100% employer match about $178,069 at 4% or $118,713 at 6%.
2014162$9,916,996$783,573$12,638iApproximate average salary by contribution assumption: employee only about $315,957 at 4% or $210,638 at 6%; with 50% employer match about $210,638 at 4% or $140,425 at 6%; with 100% employer match about $157,978 at 4% or $105,319 at 6%.
Cleary Gull Inc. Retirement Savings Plan-62$9,916,996$783,573$12,638iApproximate average salary by contribution assumption: employee only about $315,957 at 4% or $210,638 at 6%; with 50% employer match about $210,638 at 4% or $140,425 at 6%; with 100% employer match about $157,978 at 4% or $105,319 at 6%.
2013165$9,094,320$789,002$12,138iApproximate average salary by contribution assumption: employee only about $303,462 at 4% or $202,308 at 6%; with 50% employer match about $202,308 at 4% or $134,872 at 6%; with 100% employer match about $151,731 at 4% or $101,154 at 6%.
Cleary Gull Inc. Retirement Savings Plan-65$9,094,320$789,002$12,138iApproximate average salary by contribution assumption: employee only about $303,462 at 4% or $202,308 at 6%; with 50% employer match about $202,308 at 4% or $134,872 at 6%; with 100% employer match about $151,731 at 4% or $101,154 at 6%.
2012165$6,694,536$759,009$11,677iApproximate average salary by contribution assumption: employee only about $291,927 at 4% or $194,618 at 6%; with 50% employer match about $194,618 at 4% or $129,745 at 6%; with 100% employer match about $145,963 at 4% or $97,309 at 6%.
Cleary Gull Inc. Retirement Savings Plan-65$6,694,536$759,009$11,677iApproximate average salary by contribution assumption: employee only about $291,927 at 4% or $194,618 at 6%; with 50% employer match about $194,618 at 4% or $129,745 at 6%; with 100% employer match about $145,963 at 4% or $97,309 at 6%.
2011167$5,580,134$809,489$12,082iApproximate average salary by contribution assumption: employee only about $302,048 at 4% or $201,365 at 6%; with 50% employer match about $201,365 at 4% or $134,244 at 6%; with 100% employer match about $151,024 at 4% or $100,683 at 6%.
Cleary Gull Inc. Retirement Savings Plan-67$5,580,134$809,489$12,082iApproximate average salary by contribution assumption: employee only about $302,048 at 4% or $201,365 at 6%; with 50% employer match about $201,365 at 4% or $134,244 at 6%; with 100% employer match about $151,024 at 4% or $100,683 at 6%.
2010163$5,392,219$763,229$12,115iApproximate average salary by contribution assumption: employee only about $302,869 at 4% or $201,912 at 6%; with 50% employer match about $201,912 at 4% or $134,608 at 6%; with 100% employer match about $151,434 at 4% or $100,956 at 6%.
Cleary Gull Inc. Retirement Savings Plan-63$5,392,219$763,229$12,115iApproximate average salary by contribution assumption: employee only about $302,869 at 4% or $201,912 at 6%; with 50% employer match about $201,912 at 4% or $134,608 at 6%; with 100% employer match about $151,434 at 4% or $100,956 at 6%.
2009160$4,302,272$622,416$10,374iApproximate average salary by contribution assumption: employee only about $259,340 at 4% or $172,893 at 6%; with 50% employer match about $172,893 at 4% or $115,262 at 6%; with 100% employer match about $129,670 at 4% or $86,447 at 6%.
Cleary Gull Inc. Retirement Savings Plan-60$4,302,272$622,416$10,374iApproximate average salary by contribution assumption: employee only about $259,340 at 4% or $172,893 at 6%; with 50% employer match about $172,893 at 4% or $115,262 at 6%; with 100% employer match about $129,670 at 4% or $86,447 at 6%.
2008156$2,861,104$702,066$12,537iApproximate average salary by contribution assumption: employee only about $313,422 at 4% or $208,948 at 6%; with 50% employer match about $208,948 at 4% or $139,299 at 6%; with 100% employer match about $156,711 at 4% or $104,474 at 6%.
Cleary Gull Inc. Retirement Savings Plan-56$2,861,104$702,066$12,537iApproximate average salary by contribution assumption: employee only about $313,422 at 4% or $208,948 at 6%; with 50% employer match about $208,948 at 4% or $139,299 at 6%; with 100% employer match about $156,711 at 4% or $104,474 at 6%.
2007164$3,506,028$1,012,498$15,820iApproximate average salary by contribution assumption: employee only about $395,507 at 4% or $263,671 at 6%; with 50% employer match about $263,671 at 4% or $175,781 at 6%; with 100% employer match about $197,754 at 4% or $131,836 at 6%.
Cleary Gull Inc. Retirement Savings Plan-64$3,506,028$1,012,498$15,820iApproximate average salary by contribution assumption: employee only about $395,507 at 4% or $263,671 at 6%; with 50% employer match about $263,671 at 4% or $175,781 at 6%; with 100% employer match about $197,754 at 4% or $131,836 at 6%.
2006157$2,425,326$604,577$10,607iApproximate average salary by contribution assumption: employee only about $265,165 at 4% or $176,777 at 6%; with 50% employer match about $176,777 at 4% or $117,851 at 6%; with 100% employer match about $132,583 at 4% or $88,388 at 6%.
Cleary Gull Inc. Retirement Savings Plan-57$2,425,326$604,577$10,607iApproximate average salary by contribution assumption: employee only about $265,165 at 4% or $176,777 at 6%; with 50% employer match about $176,777 at 4% or $117,851 at 6%; with 100% employer match about $132,583 at 4% or $88,388 at 6%.
2005160$1,998,937$488,558$8,143iApproximate average salary by contribution assumption: employee only about $203,566 at 4% or $135,711 at 6%; with 50% employer match about $135,711 at 4% or $90,474 at 6%; with 100% employer match about $101,783 at 4% or $67,855 at 6%.
Cleary Gull Inc. Retirement Savings Plan-60$1,998,937$488,558$8,143iApproximate average salary by contribution assumption: employee only about $203,566 at 4% or $135,711 at 6%; with 50% employer match about $135,711 at 4% or $90,474 at 6%; with 100% employer match about $101,783 at 4% or $67,855 at 6%.
2004152$1,396,995$387,817$7,458iApproximate average salary by contribution assumption: employee only about $186,450 at 4% or $124,300 at 6%; with 50% employer match about $124,300 at 4% or $82,867 at 6%; with 100% employer match about $93,225 at 4% or $62,150 at 6%.
Cleary Gull Inc. Retirement Savings Plan-52$1,396,995$387,817$7,458iApproximate average salary by contribution assumption: employee only about $186,450 at 4% or $124,300 at 6%; with 50% employer match about $124,300 at 4% or $82,867 at 6%; with 100% employer match about $93,225 at 4% or $62,150 at 6%.
2002138$176,184$182,365$4,799iApproximate average salary by contribution assumption: employee only about $119,977 at 4% or $79,985 at 6%; with 50% employer match about $79,985 at 4% or $53,323 at 6%; with 100% employer match about $59,988 at 4% or $39,992 at 6%.
Cleary Gull Inc. Retirement Savings Plan-38$176,184$182,365$4,799iApproximate average salary by contribution assumption: employee only about $119,977 at 4% or $79,985 at 6%; with 50% employer match about $79,985 at 4% or $53,323 at 6%; with 100% employer match about $59,988 at 4% or $39,992 at 6%.