Civic Intelligence

Carter & Gruenewald Company Inc.

Plan context: Carter & Gruenewald Company Inc. 401K P/S Plan

EIN 39-0853464 • Juda, WI • 37 filings • 5 plans

W2898 County KSP.O. Box 5Juda, WI 53550-0005
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$4,957,597

2025 Contributions

$133,780

Historical Graphs

Total Assets Over Time

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

$4,957,597$2,478,799$0199920142025YearValue
$4,957,597Latest year 2025

Participants Over Time

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

33170199920122025YearValue
14Latest 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
2025114$4,957,597$133,780$9,556iApproximate average salary by contribution assumption: employee only about $238,893 at 4% or $159,262 at 6%; with 50% employer match about $159,262 at 4% or $106,175 at 6%; with 100% employer match about $119,446 at 4% or $79,631 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-14$4,957,597$133,780$9,556iApproximate average salary by contribution assumption: employee only about $238,893 at 4% or $159,262 at 6%; with 50% employer match about $159,262 at 4% or $106,175 at 6%; with 100% employer match about $119,446 at 4% or $79,631 at 6%.
2024116$4,889,064$130,103$8,131iApproximate average salary by contribution assumption: employee only about $203,286 at 4% or $135,524 at 6%; with 50% employer match about $135,524 at 4% or $90,349 at 6%; with 100% employer match about $101,643 at 4% or $67,762 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-16$4,889,064$130,103$8,131iApproximate average salary by contribution assumption: employee only about $203,286 at 4% or $135,524 at 6%; with 50% employer match about $135,524 at 4% or $90,349 at 6%; with 100% employer match about $101,643 at 4% or $67,762 at 6%.
2023116$4,342,557$128,003$8,000iApproximate average salary by contribution assumption: employee only about $200,005 at 4% or $133,336 at 6%; with 50% employer match about $133,336 at 4% or $88,891 at 6%; with 100% employer match about $100,002 at 4% or $66,668 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-16$4,342,557$128,003$8,000iApproximate average salary by contribution assumption: employee only about $200,005 at 4% or $133,336 at 6%; with 50% employer match about $133,336 at 4% or $88,891 at 6%; with 100% employer match about $100,002 at 4% or $66,668 at 6%.
2022118$3,796,834$126,059$7,003iApproximate average salary by contribution assumption: employee only about $175,082 at 4% or $116,721 at 6%; with 50% employer match about $116,721 at 4% or $77,814 at 6%; with 100% employer match about $87,541 at 4% or $58,361 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-18$3,796,834$126,059$7,003iApproximate average salary by contribution assumption: employee only about $175,082 at 4% or $116,721 at 6%; with 50% employer match about $116,721 at 4% or $77,814 at 6%; with 100% employer match about $87,541 at 4% or $58,361 at 6%.
2021121$4,851,475$131,303$6,253iApproximate average salary by contribution assumption: employee only about $156,313 at 4% or $104,209 at 6%; with 50% employer match about $104,209 at 4% or $69,472 at 6%; with 100% employer match about $78,157 at 4% or $52,104 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-21$4,851,475$131,303$6,253iApproximate average salary by contribution assumption: employee only about $156,313 at 4% or $104,209 at 6%; with 50% employer match about $104,209 at 4% or $69,472 at 6%; with 100% employer match about $78,157 at 4% or $52,104 at 6%.
2020118$4,101,191$115,318$6,407iApproximate average salary by contribution assumption: employee only about $160,164 at 4% or $106,776 at 6%; with 50% employer match about $106,776 at 4% or $71,184 at 6%; with 100% employer match about $80,082 at 4% or $53,388 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-18$4,101,191$115,318$6,407iApproximate average salary by contribution assumption: employee only about $160,164 at 4% or $106,776 at 6%; with 50% employer match about $106,776 at 4% or $71,184 at 6%; with 100% employer match about $80,082 at 4% or $53,388 at 6%.
2019117$3,756,716$101,086$5,946iApproximate average salary by contribution assumption: employee only about $148,656 at 4% or $99,104 at 6%; with 50% employer match about $99,104 at 4% or $66,069 at 6%; with 100% employer match about $74,328 at 4% or $49,552 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-17$3,756,716$101,086$5,946iApproximate average salary by contribution assumption: employee only about $148,656 at 4% or $99,104 at 6%; with 50% employer match about $99,104 at 4% or $66,069 at 6%; with 100% employer match about $74,328 at 4% or $49,552 at 6%.
2018117$3,318,375$112,813$6,636iApproximate average salary by contribution assumption: employee only about $165,901 at 4% or $110,601 at 6%; with 50% employer match about $110,601 at 4% or $73,734 at 6%; with 100% employer match about $82,951 at 4% or $55,300 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-17$3,318,375$112,813$6,636iApproximate average salary by contribution assumption: employee only about $165,901 at 4% or $110,601 at 6%; with 50% employer match about $110,601 at 4% or $73,734 at 6%; with 100% employer match about $82,951 at 4% or $55,300 at 6%.
2017117$3,696,398$107,267$6,310iApproximate average salary by contribution assumption: employee only about $157,746 at 4% or $105,164 at 6%; with 50% employer match about $105,164 at 4% or $70,109 at 6%; with 100% employer match about $78,873 at 4% or $52,582 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-17$3,696,398$107,267$6,310iApproximate average salary by contribution assumption: employee only about $157,746 at 4% or $105,164 at 6%; with 50% employer match about $105,164 at 4% or $70,109 at 6%; with 100% employer match about $78,873 at 4% or $52,582 at 6%.
2016117$3,131,444$111,383$6,552iApproximate average salary by contribution assumption: employee only about $163,799 at 4% or $109,199 at 6%; with 50% employer match about $109,199 at 4% or $72,799 at 6%; with 100% employer match about $81,899 at 4% or $54,600 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-17$3,131,444$111,383$6,552iApproximate average salary by contribution assumption: employee only about $163,799 at 4% or $109,199 at 6%; with 50% employer match about $109,199 at 4% or $72,799 at 6%; with 100% employer match about $81,899 at 4% or $54,600 at 6%.
2015118$2,773,556$112,848$6,269iApproximate average salary by contribution assumption: employee only about $156,733 at 4% or $104,489 at 6%; with 50% employer match about $104,489 at 4% or $69,659 at 6%; with 100% employer match about $78,367 at 4% or $52,244 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-18$2,773,556$112,848$6,269iApproximate average salary by contribution assumption: employee only about $156,733 at 4% or $104,489 at 6%; with 50% employer match about $104,489 at 4% or $69,659 at 6%; with 100% employer match about $78,367 at 4% or $52,244 at 6%.
2014118$3,242,548$119,288$6,627iApproximate average salary by contribution assumption: employee only about $165,678 at 4% or $110,452 at 6%; with 50% employer match about $110,452 at 4% or $73,635 at 6%; with 100% employer match about $82,839 at 4% or $55,226 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-18$3,242,548$119,288$6,627iApproximate average salary by contribution assumption: employee only about $165,678 at 4% or $110,452 at 6%; with 50% employer match about $110,452 at 4% or $73,635 at 6%; with 100% employer match about $82,839 at 4% or $55,226 at 6%.
2013118$3,553,088$158,505$8,806iApproximate average salary by contribution assumption: employee only about $220,146 at 4% or $146,764 at 6%; with 50% employer match about $146,764 at 4% or $97,843 at 6%; with 100% employer match about $110,073 at 4% or $73,382 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-18$3,553,088$158,505$8,806iApproximate average salary by contribution assumption: employee only about $220,146 at 4% or $146,764 at 6%; with 50% employer match about $146,764 at 4% or $97,843 at 6%; with 100% employer match about $110,073 at 4% or $73,382 at 6%.
2012223$3,104,758$185,592$8,069iApproximate average salary by contribution assumption: employee only about $201,730 at 4% or $134,487 at 6%; with 50% employer match about $134,487 at 4% or $89,658 at 6%; with 100% employer match about $100,865 at 4% or $67,243 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-23$3,104,758$175,226$7,619iApproximate average salary by contribution assumption: employee only about $190,463 at 4% or $126,975 at 6%; with 50% employer match about $126,975 at 4% or $84,650 at 6%; with 100% employer match about $95,232 at 4% or $63,488 at 6%.
Flefund-8-$10,366$1,296iApproximate average salary by contribution assumption: employee only about $32,394 at 4% or $21,596 at 6%; with 50% employer match about $21,596 at 4% or $14,397 at 6%; with 100% employer match about $16,197 at 4% or $10,798 at 6%.
2011221$2,578,476$253,586$12,076iApproximate average salary by contribution assumption: employee only about $301,888 at 4% or $201,259 at 6%; with 50% employer match about $201,259 at 4% or $134,172 at 6%; with 100% employer match about $150,944 at 4% or $100,629 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-21$2,578,476$244,510$11,643iApproximate average salary by contribution assumption: employee only about $291,083 at 4% or $194,056 at 6%; with 50% employer match about $194,056 at 4% or $129,370 at 6%; with 100% employer match about $145,542 at 4% or $97,028 at 6%.
Flefund-9-$9,076$1,008iApproximate average salary by contribution assumption: employee only about $25,211 at 4% or $16,807 at 6%; with 50% employer match about $16,807 at 4% or $11,205 at 6%; with 100% employer match about $12,606 at 4% or $8,404 at 6%.
2010225$2,471,438$172,348$6,894iApproximate average salary by contribution assumption: employee only about $172,348 at 4% or $114,899 at 6%; with 50% employer match about $114,899 at 4% or $76,599 at 6%; with 100% employer match about $86,174 at 4% or $57,449 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-25$2,471,438$163,792$6,552iApproximate average salary by contribution assumption: employee only about $163,792 at 4% or $109,195 at 6%; with 50% employer match about $109,195 at 4% or $72,796 at 6%; with 100% employer match about $81,896 at 4% or $54,597 at 6%.
Flefund-9-$8,556$951iApproximate average salary by contribution assumption: employee only about $23,767 at 4% or $15,844 at 6%; with 50% employer match about $15,844 at 4% or $10,563 at 6%; with 100% employer match about $11,883 at 4% or $7,922 at 6%.
2009226$2,214,668$192,542$7,405iApproximate average salary by contribution assumption: employee only about $185,137 at 4% or $123,424 at 6%; with 50% employer match about $123,424 at 4% or $82,283 at 6%; with 100% employer match about $92,568 at 4% or $61,712 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-26$2,214,668$180,628$6,947iApproximate average salary by contribution assumption: employee only about $173,681 at 4% or $115,787 at 6%; with 50% employer match about $115,787 at 4% or $77,191 at 6%; with 100% employer match about $86,840 at 4% or $57,894 at 6%.
Flefund-11-$11,914$1,083iApproximate average salary by contribution assumption: employee only about $27,077 at 4% or $18,052 at 6%; with 50% employer match about $18,052 at 4% or $12,034 at 6%; with 100% employer match about $13,539 at 4% or $9,026 at 6%.
2008224$1,640,440$166,927$6,955iApproximate average salary by contribution assumption: employee only about $173,882 at 4% or $115,922 at 6%; with 50% employer match about $115,922 at 4% or $77,281 at 6%; with 100% employer match about $86,941 at 4% or $57,961 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-24$1,640,440$156,172$6,507iApproximate average salary by contribution assumption: employee only about $162,679 at 4% or $108,453 at 6%; with 50% employer match about $108,453 at 4% or $72,302 at 6%; with 100% employer match about $81,340 at 4% or $54,226 at 6%.
Flefund-11-$10,755$978iApproximate average salary by contribution assumption: employee only about $24,443 at 4% or $16,295 at 6%; with 50% employer match about $16,295 at 4% or $10,864 at 6%; with 100% employer match about $12,222 at 4% or $8,148 at 6%.
2007223$0$0-
Flefund-12---
Carter & Gruenewald Company Inc. 401K P/S Plan-23---
2006223$2,925,006$121,419$5,279iApproximate average salary by contribution assumption: employee only about $131,977 at 4% or $87,985 at 6%; with 50% employer match about $87,985 at 4% or $58,657 at 6%; with 100% employer match about $65,989 at 4% or $43,992 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-23$2,925,006$111,985$4,869iApproximate average salary by contribution assumption: employee only about $121,723 at 4% or $81,149 at 6%; with 50% employer match about $81,149 at 4% or $54,099 at 6%; with 100% employer match about $60,861 at 4% or $40,574 at 6%.
Flefund-12-$9,434$786iApproximate average salary by contribution assumption: employee only about $19,654 at 4% or $13,103 at 6%; with 50% employer match about $13,103 at 4% or $8,735 at 6%; with 100% employer match about $9,827 at 4% or $6,551 at 6%.
2005221$2,522,870$140,619$6,696iApproximate average salary by contribution assumption: employee only about $167,404 at 4% or $111,602 at 6%; with 50% employer match about $111,602 at 4% or $74,402 at 6%; with 100% employer match about $83,702 at 4% or $55,801 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-21$2,522,870$132,131$6,292iApproximate average salary by contribution assumption: employee only about $157,299 at 4% or $104,866 at 6%; with 50% employer match about $104,866 at 4% or $69,911 at 6%; with 100% employer match about $78,649 at 4% or $52,433 at 6%.
Flefund-13-$8,488$653iApproximate average salary by contribution assumption: employee only about $16,323 at 4% or $10,882 at 6%; with 50% employer match about $10,882 at 4% or $7,255 at 6%; with 100% employer match about $8,162 at 4% or $5,441 at 6%.
2004229$2,192,481$103,316$3,563iApproximate average salary by contribution assumption: employee only about $89,066 at 4% or $59,377 at 6%; with 50% employer match about $59,377 at 4% or $39,585 at 6%; with 100% employer match about $44,533 at 4% or $29,689 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-29$2,192,481$95,501$3,293iApproximate average salary by contribution assumption: employee only about $82,328 at 4% or $54,886 at 6%; with 50% employer match about $54,886 at 4% or $36,590 at 6%; with 100% employer match about $41,164 at 4% or $27,443 at 6%.
Flefund-12-$7,815$651iApproximate average salary by contribution assumption: employee only about $16,281 at 4% or $10,854 at 6%; with 50% employer match about $10,854 at 4% or $7,236 at 6%; with 100% employer match about $8,141 at 4% or $5,427 at 6%.
2003221$1,869,382$83,416$3,972iApproximate average salary by contribution assumption: employee only about $99,305 at 4% or $66,203 at 6%; with 50% employer match about $66,203 at 4% or $44,135 at 6%; with 100% employer match about $49,652 at 4% or $33,102 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-21$1,869,382$77,913$3,710iApproximate average salary by contribution assumption: employee only about $92,754 at 4% or $61,836 at 6%; with 50% employer match about $61,836 at 4% or $41,224 at 6%; with 100% employer match about $46,377 at 4% or $30,918 at 6%.
Flefund-7-$5,503$786iApproximate average salary by contribution assumption: employee only about $19,654 at 4% or $13,102 at 6%; with 50% employer match about $13,102 at 4% or $8,735 at 6%; with 100% employer match about $9,827 at 4% or $6,551 at 6%.
200218$0$7,000$875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%.
Flefund-8-$7,000$875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%.
2001130$0$0-
Carter & Gruenewald Company Inc. 401K P/S Plan-30---
2000133$2,168,366$82,483$2,499iApproximate average salary by contribution assumption: employee only about $62,487 at 4% or $41,658 at 6%; with 50% employer match about $41,658 at 4% or $27,772 at 6%; with 100% employer match about $31,244 at 4% or $20,829 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-33$2,168,366$82,483$2,499iApproximate average salary by contribution assumption: employee only about $62,487 at 4% or $41,658 at 6%; with 50% employer match about $41,658 at 4% or $27,772 at 6%; with 100% employer match about $31,244 at 4% or $20,829 at 6%.
1999128$2,397,009$91,967$3,285iApproximate average salary by contribution assumption: employee only about $82,113 at 4% or $54,742 at 6%; with 50% employer match about $54,742 at 4% or $36,495 at 6%; with 100% employer match about $41,057 at 4% or $27,371 at 6%.
Carter & Gruenewald Company Inc. 401K P/S Plan-28$2,397,009$91,967$3,285iApproximate average salary by contribution assumption: employee only about $82,113 at 4% or $54,742 at 6%; with 50% employer match about $54,742 at 4% or $36,495 at 6%; with 100% employer match about $41,057 at 4% or $27,371 at 6%.