Jon Gruenstern Agency
Plan context: Jon Gruenstern Agency Savings & Retirement Plan
EIN 38-9547773 • Oshkosh, WI • 7 filings • 1 plans
Current Snapshot
Latest Year
2011
2011 Participants
13
2011 Assets
$1,926
2011 Contributions
$30,552
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 |
|---|---|---|---|---|---|
| 2011 | 1 | 0 | $0 | $0 | - |
| Jon Gruenstern Agency Savings & Retirement Plan | - | 0 | $0 | $0 | - |
| 2010 | 1 | 0 | $1,926 | $30,552 | - |
| Jon Gruenstern Agency Savings & Retirement Plan | - | 0 | $1,926 | $30,552 | - |
| 2009 | 1 | 13 | $319,981 | $82,769 | $6,367iApproximate average salary by contribution assumption: employee only about $159,171 at 4% or $106,114 at 6%; with 50% employer match about $106,114 at 4% or $70,743 at 6%; with 100% employer match about $79,586 at 4% or $53,057 at 6%. |
| Jon Gruenstern Agency Savings & Retirement Plan | - | 13 | $319,981 | $82,769 | $6,367iApproximate average salary by contribution assumption: employee only about $159,171 at 4% or $106,114 at 6%; with 50% employer match about $106,114 at 4% or $70,743 at 6%; with 100% employer match about $79,586 at 4% or $53,057 at 6%. |
| 2008 | 1 | 10 | $165,159 | $39,857 | $3,986iApproximate average salary by contribution assumption: employee only about $99,643 at 4% or $66,428 at 6%; with 50% employer match about $66,428 at 4% or $44,286 at 6%; with 100% employer match about $49,821 at 4% or $33,214 at 6%. |
| Jon Gruenstern Agency Savings & Retirement Plan | - | 10 | $165,159 | $39,857 | $3,986iApproximate average salary by contribution assumption: employee only about $99,643 at 4% or $66,428 at 6%; with 50% employer match about $66,428 at 4% or $44,286 at 6%; with 100% employer match about $49,821 at 4% or $33,214 at 6%. |
| 2007 | 1 | 8 | $212,110 | $48,996 | $6,125iApproximate average salary by contribution assumption: employee only about $153,113 at 4% or $102,075 at 6%; with 50% employer match about $102,075 at 4% or $68,050 at 6%; with 100% employer match about $76,556 at 4% or $51,038 at 6%. |
| Jon Gruenstern Agency Savings & Retirement Plan | - | 8 | $212,110 | $48,996 | $6,125iApproximate average salary by contribution assumption: employee only about $153,113 at 4% or $102,075 at 6%; with 50% employer match about $102,075 at 4% or $68,050 at 6%; with 100% employer match about $76,556 at 4% or $51,038 at 6%. |
| 2006 | 1 | 10 | $155,490 | $40,556 | $4,056iApproximate average salary by contribution assumption: employee only about $101,390 at 4% or $67,593 at 6%; with 50% employer match about $67,593 at 4% or $45,062 at 6%; with 100% employer match about $50,695 at 4% or $33,797 at 6%. |
| Jon Gruenstern Agency Savings & Retirement Plan | - | 10 | $155,490 | $40,556 | $4,056iApproximate average salary by contribution assumption: employee only about $101,390 at 4% or $67,593 at 6%; with 50% employer match about $67,593 at 4% or $45,062 at 6%; with 100% employer match about $50,695 at 4% or $33,797 at 6%. |
| 2005 | 1 | 10 | $101,598 | $99,294 | $9,929iApproximate average salary by contribution assumption: employee only about $248,235 at 4% or $165,490 at 6%; with 50% employer match about $165,490 at 4% or $110,327 at 6%; with 100% employer match about $124,118 at 4% or $82,745 at 6%. |
| Jon Gruenstern Agency Savings & Retirement Plan | - | 10 | $101,598 | $99,294 | $9,929iApproximate average salary by contribution assumption: employee only about $248,235 at 4% or $165,490 at 6%; with 50% employer match about $165,490 at 4% or $110,327 at 6%; with 100% employer match about $124,118 at 4% or $82,745 at 6%. |