Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$4,953,270
2018 Contributions
$2,746,111
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Guggenheimer Retirement Trust | - | 0 | - | - | - |
| 2017 | 1 | 1 | $4,953,270 | $0 | - |
| Guggenheimer Retirement Trust | - | 1 | $4,953,270 | - | - |
| 2016 | 1 | 1 | $4,609,258 | $0 | - |
| Guggenheimer Retirement Trust | - | 1 | $4,609,258 | - | - |
| 2015 | 1 | 1 | $4,401,617 | $0 | - |
| Guggenheimer Retirement Trust | - | 1 | $4,401,617 | - | - |
| 2014 | 1 | 1 | $3,689,855 | $0 | - |
| Guggenheimer Retirement Trust | - | 1 | $3,689,855 | - | - |
| 2013 | 1 | 1 | $3,482,125 | $0 | - |
| Guggenheimer Retirement Trust | - | 1 | $3,482,125 | - | - |
| 2012 | 1 | 1 | $3,166,207 | $0 | - |
| Guggenheimer Retirement Trust | - | 1 | $3,166,207 | - | - |
| 2011 | 1 | 1 | $2,890,056 | $0 | - |
| Guggenheimer Retirement Trust | - | 1 | $2,890,056 | - | - |
| 2010 | 1 | 1 | $2,876,737 | $0 | - |
| Guggenheimer Retirement Trust | - | 1 | $2,876,737 | - | - |
| 2009 | 1 | 2 | $4,034,236 | $0 | - |
| Guggenheimer Retirement Trust | - | 2 | $4,034,236 | - | - |
| 2008 | 1 | 2 | $0 | $0 | - |
| Guggenheimer Retirement Trust | - | 2 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Guggenheimer Retirement Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $3,840,530 | $0 | - |
| Guggenheimer Retirement Trust | - | 2 | $3,840,530 | - | - |
| 2005 | 1 | 2 | $3,609,807 | $0 | - |
| Guggenheimer Retirement Trust | - | 2 | $3,609,807 | - | - |
| 2004 | 1 | 2 | $3,293,875 | $0 | - |
| Guggenheimer Retirement Trust | - | 2 | $3,293,875 | - | - |
| 2003 | 1 | 2 | $3,135,707 | $0 | - |
| Guggenheimer Retirement Trust | - | 2 | $3,135,707 | - | - |
| 2002 | 1 | 2 | $2,877,819 | $0 | - |
| Guggenheimer Retirement Trust | - | 2 | $2,877,819 | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Guggenheimer Retirement Trust | - | 2 | - | - | - |
| 2000 | 1 | 2 | $2,746,111 | $2,746,111 | $1,373,056iApproximate average salary by contribution assumption: employee only about $34,326,388 at 4% or $22,884,258 at 6%; with 50% employer match about $22,884,258 at 4% or $15,256,172 at 6%; with 100% employer match about $17,163,194 at 4% or $11,442,129 at 6%. |
| Guggenheimer Retirement Trust | - | 2 | $2,746,111 | $2,746,111 | $1,373,056iApproximate average salary by contribution assumption: employee only about $34,326,388 at 4% or $22,884,258 at 6%; with 50% employer match about $22,884,258 at 4% or $15,256,172 at 6%; with 100% employer match about $17,163,194 at 4% or $11,442,129 at 6%. |