Civic Intelligence

Campbell Newman Asset Management, I

Plan context: Campbell Newman Asset Management Inc. Profit Sharing Plan

EIN 39-1165806 • Milwaukee, WI • 26 filings • 4 plans

330 East Kilbourn Avenue Suite 1125Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$7,927,974

2024 Contributions

$330,119

Historical Graphs

Total Assets Over Time

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

$7,927,974$3,963,987$0199920132024YearValue
$7,927,974Latest year 2024

Participants Over Time

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

22110199920122024YearValue
9Latest year 2024

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
202419$7,927,974$330,119$36,680iApproximate average salary by contribution assumption: employee only about $916,997 at 4% or $611,331 at 6%; with 50% employer match about $611,331 at 4% or $407,554 at 6%; with 100% employer match about $458,499 at 4% or $305,666 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-9$7,927,974$330,119$36,680iApproximate average salary by contribution assumption: employee only about $916,997 at 4% or $611,331 at 6%; with 50% employer match about $611,331 at 4% or $407,554 at 6%; with 100% employer match about $458,499 at 4% or $305,666 at 6%.
202319$7,076,053$294,223$32,691iApproximate average salary by contribution assumption: employee only about $817,286 at 4% or $544,857 at 6%; with 50% employer match about $544,857 at 4% or $363,238 at 6%; with 100% employer match about $408,643 at 4% or $272,429 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-9$7,076,053$294,223$32,691iApproximate average salary by contribution assumption: employee only about $817,286 at 4% or $544,857 at 6%; with 50% employer match about $544,857 at 4% or $363,238 at 6%; with 100% employer match about $408,643 at 4% or $272,429 at 6%.
202219$5,970,326$290,617$32,291iApproximate average salary by contribution assumption: employee only about $807,269 at 4% or $538,180 at 6%; with 50% employer match about $538,180 at 4% or $358,786 at 6%; with 100% employer match about $403,635 at 4% or $269,090 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-9$5,970,326$290,617$32,291iApproximate average salary by contribution assumption: employee only about $807,269 at 4% or $538,180 at 6%; with 50% employer match about $538,180 at 4% or $358,786 at 6%; with 100% employer match about $403,635 at 4% or $269,090 at 6%.
202119$6,851,112$220,593$24,510iApproximate average salary by contribution assumption: employee only about $612,758 at 4% or $408,506 at 6%; with 50% employer match about $408,506 at 4% or $272,337 at 6%; with 100% employer match about $306,379 at 4% or $204,253 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-9$6,851,112$220,593$24,510iApproximate average salary by contribution assumption: employee only about $612,758 at 4% or $408,506 at 6%; with 50% employer match about $408,506 at 4% or $272,337 at 6%; with 100% employer match about $306,379 at 4% or $204,253 at 6%.
202018$4,885,609$192,462$24,058iApproximate average salary by contribution assumption: employee only about $601,444 at 4% or $400,963 at 6%; with 50% employer match about $400,963 at 4% or $267,308 at 6%; with 100% employer match about $300,722 at 4% or $200,481 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-8$4,885,609$192,462$24,058iApproximate average salary by contribution assumption: employee only about $601,444 at 4% or $400,963 at 6%; with 50% employer match about $400,963 at 4% or $267,308 at 6%; with 100% employer match about $300,722 at 4% or $200,481 at 6%.
201918$4,233,673$152,901$19,113iApproximate average salary by contribution assumption: employee only about $477,816 at 4% or $318,544 at 6%; with 50% employer match about $318,544 at 4% or $212,363 at 6%; with 100% employer match about $238,908 at 4% or $159,272 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-8$4,233,673$152,901$19,113iApproximate average salary by contribution assumption: employee only about $477,816 at 4% or $318,544 at 6%; with 50% employer match about $318,544 at 4% or $212,363 at 6%; with 100% employer match about $238,908 at 4% or $159,272 at 6%.
201819$3,343,450$148,129$16,459iApproximate average salary by contribution assumption: employee only about $411,469 at 4% or $274,313 at 6%; with 50% employer match about $274,313 at 4% or $182,875 at 6%; with 100% employer match about $205,735 at 4% or $137,156 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-9$3,343,450$148,129$16,459iApproximate average salary by contribution assumption: employee only about $411,469 at 4% or $274,313 at 6%; with 50% employer match about $274,313 at 4% or $182,875 at 6%; with 100% employer match about $205,735 at 4% or $137,156 at 6%.
201719$3,428,536$133,315$14,813iApproximate average salary by contribution assumption: employee only about $370,319 at 4% or $246,880 at 6%; with 50% employer match about $246,880 at 4% or $164,586 at 6%; with 100% employer match about $185,160 at 4% or $123,440 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-9$3,428,536$133,315$14,813iApproximate average salary by contribution assumption: employee only about $370,319 at 4% or $246,880 at 6%; with 50% employer match about $246,880 at 4% or $164,586 at 6%; with 100% employer match about $185,160 at 4% or $123,440 at 6%.
201618$2,691,948$128,280$16,035iApproximate average salary by contribution assumption: employee only about $400,875 at 4% or $267,250 at 6%; with 50% employer match about $267,250 at 4% or $178,167 at 6%; with 100% employer match about $200,438 at 4% or $133,625 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-8$2,691,948$128,280$16,035iApproximate average salary by contribution assumption: employee only about $400,875 at 4% or $267,250 at 6%; with 50% employer match about $267,250 at 4% or $178,167 at 6%; with 100% employer match about $200,438 at 4% or $133,625 at 6%.
201518$2,320,177$127,050$15,881iApproximate average salary by contribution assumption: employee only about $397,031 at 4% or $264,688 at 6%; with 50% employer match about $264,688 at 4% or $176,458 at 6%; with 100% employer match about $198,516 at 4% or $132,344 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-8$2,320,177$127,050$15,881iApproximate average salary by contribution assumption: employee only about $397,031 at 4% or $264,688 at 6%; with 50% employer match about $264,688 at 4% or $176,458 at 6%; with 100% employer match about $198,516 at 4% or $132,344 at 6%.
201418$2,210,965$110,325$13,791iApproximate average salary by contribution assumption: employee only about $344,766 at 4% or $229,844 at 6%; with 50% employer match about $229,844 at 4% or $153,229 at 6%; with 100% employer match about $172,383 at 4% or $114,922 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-8$2,210,965$110,325$13,791iApproximate average salary by contribution assumption: employee only about $344,766 at 4% or $229,844 at 6%; with 50% employer match about $229,844 at 4% or $153,229 at 6%; with 100% employer match about $172,383 at 4% or $114,922 at 6%.
201318$1,914,411$230,331$28,791iApproximate average salary by contribution assumption: employee only about $719,784 at 4% or $479,856 at 6%; with 50% employer match about $479,856 at 4% or $319,904 at 6%; with 100% employer match about $359,892 at 4% or $239,928 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-8$1,914,411$230,331$28,791iApproximate average salary by contribution assumption: employee only about $719,784 at 4% or $479,856 at 6%; with 50% employer match about $479,856 at 4% or $319,904 at 6%; with 100% employer match about $359,892 at 4% or $239,928 at 6%.
201218$1,266,876$71,555$8,944iApproximate average salary by contribution assumption: employee only about $223,609 at 4% or $149,073 at 6%; with 50% employer match about $149,073 at 4% or $99,382 at 6%; with 100% employer match about $111,805 at 4% or $74,536 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-8$1,266,876$71,555$8,944iApproximate average salary by contribution assumption: employee only about $223,609 at 4% or $149,073 at 6%; with 50% employer match about $149,073 at 4% or $99,382 at 6%; with 100% employer match about $111,805 at 4% or $74,536 at 6%.
201118$1,148,116$32,780$4,098iApproximate average salary by contribution assumption: employee only about $102,438 at 4% or $68,292 at 6%; with 50% employer match about $68,292 at 4% or $45,528 at 6%; with 100% employer match about $51,219 at 4% or $34,146 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-8$1,148,116$32,780$4,098iApproximate average salary by contribution assumption: employee only about $102,438 at 4% or $68,292 at 6%; with 50% employer match about $68,292 at 4% or $45,528 at 6%; with 100% employer match about $51,219 at 4% or $34,146 at 6%.
201019$1,263,643$34,914$3,879iApproximate average salary by contribution assumption: employee only about $96,983 at 4% or $64,656 at 6%; with 50% employer match about $64,656 at 4% or $43,104 at 6%; with 100% employer match about $48,492 at 4% or $32,328 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-9$1,263,643$34,914$3,879iApproximate average salary by contribution assumption: employee only about $96,983 at 4% or $64,656 at 6%; with 50% employer match about $64,656 at 4% or $43,104 at 6%; with 100% employer match about $48,492 at 4% or $32,328 at 6%.
200919$1,076,922$38,832$4,315iApproximate average salary by contribution assumption: employee only about $107,867 at 4% or $71,911 at 6%; with 50% employer match about $71,911 at 4% or $47,941 at 6%; with 100% employer match about $53,933 at 4% or $35,956 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-9$1,076,922$38,832$4,315iApproximate average salary by contribution assumption: employee only about $107,867 at 4% or $71,911 at 6%; with 50% employer match about $71,911 at 4% or $47,941 at 6%; with 100% employer match about $53,933 at 4% or $35,956 at 6%.
200816$805,076$92,558$15,426iApproximate average salary by contribution assumption: employee only about $385,658 at 4% or $257,106 at 6%; with 50% employer match about $257,106 at 4% or $171,404 at 6%; with 100% employer match about $192,829 at 4% or $128,553 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-6$805,076$92,558$15,426iApproximate average salary by contribution assumption: employee only about $385,658 at 4% or $257,106 at 6%; with 50% employer match about $257,106 at 4% or $171,404 at 6%; with 100% employer match about $192,829 at 4% or $128,553 at 6%.
200719$0$0-
Campbell Newman Asset Management Inc. Profit Sharing Plan-9---
2006111$2,203,710$145,501$13,227iApproximate average salary by contribution assumption: employee only about $330,684 at 4% or $220,456 at 6%; with 50% employer match about $220,456 at 4% or $146,971 at 6%; with 100% employer match about $165,342 at 4% or $110,228 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-11$2,203,710$145,501$13,227iApproximate average salary by contribution assumption: employee only about $330,684 at 4% or $220,456 at 6%; with 50% employer match about $220,456 at 4% or $146,971 at 6%; with 100% employer match about $165,342 at 4% or $110,228 at 6%.
2005112$1,884,876$141,278$11,773iApproximate average salary by contribution assumption: employee only about $294,329 at 4% or $196,219 at 6%; with 50% employer match about $196,219 at 4% or $130,813 at 6%; with 100% employer match about $147,165 at 4% or $98,110 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-12$1,884,876$141,278$11,773iApproximate average salary by contribution assumption: employee only about $294,329 at 4% or $196,219 at 6%; with 50% employer match about $196,219 at 4% or $130,813 at 6%; with 100% employer match about $147,165 at 4% or $98,110 at 6%.
2004113$1,916,083$332,435$25,572iApproximate average salary by contribution assumption: employee only about $639,298 at 4% or $426,199 at 6%; with 50% employer match about $426,199 at 4% or $284,132 at 6%; with 100% employer match about $319,649 at 4% or $213,099 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-13$1,916,083$332,435$25,572iApproximate average salary by contribution assumption: employee only about $639,298 at 4% or $426,199 at 6%; with 50% employer match about $426,199 at 4% or $284,132 at 6%; with 100% employer match about $319,649 at 4% or $213,099 at 6%.
2003113$1,513,833$165,060$12,697iApproximate average salary by contribution assumption: employee only about $317,423 at 4% or $211,615 at 6%; with 50% employer match about $211,615 at 4% or $141,077 at 6%; with 100% employer match about $158,712 at 4% or $105,808 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-13$1,513,833$165,060$12,697iApproximate average salary by contribution assumption: employee only about $317,423 at 4% or $211,615 at 6%; with 50% employer match about $211,615 at 4% or $141,077 at 6%; with 100% employer match about $158,712 at 4% or $105,808 at 6%.
2002117$1,754,631$162,674$9,569iApproximate average salary by contribution assumption: employee only about $239,226 at 4% or $159,484 at 6%; with 50% employer match about $159,484 at 4% or $106,323 at 6%; with 100% employer match about $119,613 at 4% or $79,742 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-17$1,754,631$162,674$9,569iApproximate average salary by contribution assumption: employee only about $239,226 at 4% or $159,484 at 6%; with 50% employer match about $159,484 at 4% or $106,323 at 6%; with 100% employer match about $119,613 at 4% or $79,742 at 6%.
2001121$0$0-
Campbell Newman Asset Management Inc. Profit Sharing Plan-21---
2000122$2,527,043$166,337$7,561iApproximate average salary by contribution assumption: employee only about $189,019 at 4% or $126,013 at 6%; with 50% employer match about $126,013 at 4% or $84,009 at 6%; with 100% employer match about $94,510 at 4% or $63,006 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-22$2,527,043$166,337$7,561iApproximate average salary by contribution assumption: employee only about $189,019 at 4% or $126,013 at 6%; with 50% employer match about $126,013 at 4% or $84,009 at 6%; with 100% employer match about $94,510 at 4% or $63,006 at 6%.
1999120$2,684,986$132,379$6,619iApproximate average salary by contribution assumption: employee only about $165,474 at 4% or $110,316 at 6%; with 50% employer match about $110,316 at 4% or $73,544 at 6%; with 100% employer match about $82,737 at 4% or $55,158 at 6%.
Campbell Newman Asset Management Inc. Profit Sharing Plan-20$2,684,986$132,379$6,619iApproximate average salary by contribution assumption: employee only about $165,474 at 4% or $110,316 at 6%; with 50% employer match about $110,316 at 4% or $73,544 at 6%; with 100% employer match about $82,737 at 4% or $55,158 at 6%.