Civic Intelligence

Carlson, Blau & Clemens, S.C.

Plan context: Carlson, Blau & Clemens, S.C. Retirement Plan

EIN 39-1214847 • Milwaukee, WI • 25 filings • 3 plans

3535 W Wisconsin AveMilwaukee, WI 53208-3153
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$12,505

2025 Contributions

$25,910

Historical Graphs

Total Assets Over Time

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

$2,053,610$1,026,805$0200220142025YearValue
$12,505Latest year 2025

Participants Over Time

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

52260200120132025YearValue
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$12,505$0-
Carlson, Blau & Clemens, S.C. Retirement Plan-14$12,505$0-
2024113$1,433,428$25,910$1,993iApproximate average salary by contribution assumption: employee only about $49,827 at 4% or $33,218 at 6%; with 50% employer match about $33,218 at 4% or $22,145 at 6%; with 100% employer match about $24,913 at 4% or $16,609 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-13$1,433,428$25,910$1,993iApproximate average salary by contribution assumption: employee only about $49,827 at 4% or $33,218 at 6%; with 50% employer match about $33,218 at 4% or $22,145 at 6%; with 100% employer match about $24,913 at 4% or $16,609 at 6%.
2023110$1,806,668$8,463$846iApproximate average salary by contribution assumption: employee only about $21,158 at 4% or $14,105 at 6%; with 50% employer match about $14,105 at 4% or $9,403 at 6%; with 100% employer match about $10,579 at 4% or $7,053 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-10$1,806,668$8,463$846iApproximate average salary by contribution assumption: employee only about $21,158 at 4% or $14,105 at 6%; with 50% employer match about $14,105 at 4% or $9,403 at 6%; with 100% employer match about $10,579 at 4% or $7,053 at 6%.
2022112$1,773,456$15,789$1,316iApproximate average salary by contribution assumption: employee only about $32,894 at 4% or $21,929 at 6%; with 50% employer match about $21,929 at 4% or $14,619 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-12$1,773,456$15,789$1,316iApproximate average salary by contribution assumption: employee only about $32,894 at 4% or $21,929 at 6%; with 50% employer match about $21,929 at 4% or $14,619 at 6%; with 100% employer match about $16,447 at 4% or $10,965 at 6%.
2021113$2,053,610$34,486$2,653iApproximate average salary by contribution assumption: employee only about $66,319 at 4% or $44,213 at 6%; with 50% employer match about $44,213 at 4% or $29,475 at 6%; with 100% employer match about $33,160 at 4% or $22,106 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-13$2,053,610$34,486$2,653iApproximate average salary by contribution assumption: employee only about $66,319 at 4% or $44,213 at 6%; with 50% employer match about $44,213 at 4% or $29,475 at 6%; with 100% employer match about $33,160 at 4% or $22,106 at 6%.
2020112$1,771,628$41,260$3,438iApproximate average salary by contribution assumption: employee only about $85,958 at 4% or $57,306 at 6%; with 50% employer match about $57,306 at 4% or $38,204 at 6%; with 100% employer match about $42,979 at 4% or $28,653 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-12$1,771,628$41,260$3,438iApproximate average salary by contribution assumption: employee only about $85,958 at 4% or $57,306 at 6%; with 50% employer match about $57,306 at 4% or $38,204 at 6%; with 100% employer match about $42,979 at 4% or $28,653 at 6%.
2019112$1,450,611$25,910$2,159iApproximate average salary by contribution assumption: employee only about $53,979 at 4% or $35,986 at 6%; with 50% employer match about $35,986 at 4% or $23,991 at 6%; with 100% employer match about $26,990 at 4% or $17,993 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-12$1,450,611$25,910$2,159iApproximate average salary by contribution assumption: employee only about $53,979 at 4% or $35,986 at 6%; with 50% employer match about $35,986 at 4% or $23,991 at 6%; with 100% employer match about $26,990 at 4% or $17,993 at 6%.
2018112$1,163,421$33,499$2,792iApproximate average salary by contribution assumption: employee only about $69,790 at 4% or $46,526 at 6%; with 50% employer match about $46,526 at 4% or $31,018 at 6%; with 100% employer match about $34,895 at 4% or $23,263 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-12$1,163,421$33,499$2,792iApproximate average salary by contribution assumption: employee only about $69,790 at 4% or $46,526 at 6%; with 50% employer match about $46,526 at 4% or $31,018 at 6%; with 100% employer match about $34,895 at 4% or $23,263 at 6%.
2017112$1,236,493$256,426$21,369iApproximate average salary by contribution assumption: employee only about $534,221 at 4% or $356,147 at 6%; with 50% employer match about $356,147 at 4% or $237,431 at 6%; with 100% employer match about $267,110 at 4% or $178,074 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-12$1,236,493$256,426$21,369iApproximate average salary by contribution assumption: employee only about $534,221 at 4% or $356,147 at 6%; with 50% employer match about $356,147 at 4% or $237,431 at 6%; with 100% employer match about $267,110 at 4% or $178,074 at 6%.
2016113$980,481$33,884$2,606iApproximate average salary by contribution assumption: employee only about $65,162 at 4% or $43,441 at 6%; with 50% employer match about $43,441 at 4% or $28,961 at 6%; with 100% employer match about $32,581 at 4% or $21,721 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-13$980,481$33,884$2,606iApproximate average salary by contribution assumption: employee only about $65,162 at 4% or $43,441 at 6%; with 50% employer match about $43,441 at 4% or $28,961 at 6%; with 100% employer match about $32,581 at 4% or $21,721 at 6%.
2015113$889,448$18,878$1,452iApproximate average salary by contribution assumption: employee only about $36,304 at 4% or $24,203 at 6%; with 50% employer match about $24,203 at 4% or $16,135 at 6%; with 100% employer match about $18,152 at 4% or $12,101 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-13$889,448$18,878$1,452iApproximate average salary by contribution assumption: employee only about $36,304 at 4% or $24,203 at 6%; with 50% employer match about $24,203 at 4% or $16,135 at 6%; with 100% employer match about $18,152 at 4% or $12,101 at 6%.
2014112$867,403$20,323$1,694iApproximate average salary by contribution assumption: employee only about $42,340 at 4% or $28,226 at 6%; with 50% employer match about $28,226 at 4% or $18,818 at 6%; with 100% employer match about $21,170 at 4% or $14,113 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-12$867,403$20,323$1,694iApproximate average salary by contribution assumption: employee only about $42,340 at 4% or $28,226 at 6%; with 50% employer match about $28,226 at 4% or $18,818 at 6%; with 100% employer match about $21,170 at 4% or $14,113 at 6%.
2013112$788,660$33,584$2,799iApproximate average salary by contribution assumption: employee only about $69,967 at 4% or $46,644 at 6%; with 50% employer match about $46,644 at 4% or $31,096 at 6%; with 100% employer match about $34,983 at 4% or $23,322 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-12$788,660$33,584$2,799iApproximate average salary by contribution assumption: employee only about $69,967 at 4% or $46,644 at 6%; with 50% employer match about $46,644 at 4% or $31,096 at 6%; with 100% employer match about $34,983 at 4% or $23,322 at 6%.
2012113$637,396$27,648$2,127iApproximate average salary by contribution assumption: employee only about $53,169 at 4% or $35,446 at 6%; with 50% employer match about $35,446 at 4% or $23,631 at 6%; with 100% employer match about $26,585 at 4% or $17,723 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-13$637,396$27,648$2,127iApproximate average salary by contribution assumption: employee only about $53,169 at 4% or $35,446 at 6%; with 50% employer match about $35,446 at 4% or $23,631 at 6%; with 100% employer match about $26,585 at 4% or $17,723 at 6%.
2011113$550,128$28,803$2,216iApproximate average salary by contribution assumption: employee only about $55,390 at 4% or $36,927 at 6%; with 50% employer match about $36,927 at 4% or $24,618 at 6%; with 100% employer match about $27,695 at 4% or $18,463 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-13$550,128$28,803$2,216iApproximate average salary by contribution assumption: employee only about $55,390 at 4% or $36,927 at 6%; with 50% employer match about $36,927 at 4% or $24,618 at 6%; with 100% employer match about $27,695 at 4% or $18,463 at 6%.
2010113$536,550$25,802$1,985iApproximate average salary by contribution assumption: employee only about $49,619 at 4% or $33,079 at 6%; with 50% employer match about $33,079 at 4% or $22,053 at 6%; with 100% employer match about $24,810 at 4% or $16,540 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-13$536,550$25,802$1,985iApproximate average salary by contribution assumption: employee only about $49,619 at 4% or $33,079 at 6%; with 50% employer match about $33,079 at 4% or $22,053 at 6%; with 100% employer match about $24,810 at 4% or $16,540 at 6%.
2009129$486,462$51,406$1,773iApproximate average salary by contribution assumption: employee only about $44,316 at 4% or $29,544 at 6%; with 50% employer match about $29,544 at 4% or $19,696 at 6%; with 100% employer match about $22,158 at 4% or $14,772 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-29$486,462$51,406$1,773iApproximate average salary by contribution assumption: employee only about $44,316 at 4% or $29,544 at 6%; with 50% employer match about $29,544 at 4% or $19,696 at 6%; with 100% employer match about $22,158 at 4% or $14,772 at 6%.
2008131$427,036$63,631$2,053iApproximate average salary by contribution assumption: employee only about $51,315 at 4% or $34,210 at 6%; with 50% employer match about $34,210 at 4% or $22,807 at 6%; with 100% employer match about $25,658 at 4% or $17,105 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-31$427,036$63,631$2,053iApproximate average salary by contribution assumption: employee only about $51,315 at 4% or $34,210 at 6%; with 50% employer match about $34,210 at 4% or $22,807 at 6%; with 100% employer match about $25,658 at 4% or $17,105 at 6%.
2007133$689,938$56,162$1,702iApproximate average salary by contribution assumption: employee only about $42,547 at 4% or $28,365 at 6%; with 50% employer match about $28,365 at 4% or $18,910 at 6%; with 100% employer match about $21,273 at 4% or $14,182 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-33$689,938$56,162$1,702iApproximate average salary by contribution assumption: employee only about $42,547 at 4% or $28,365 at 6%; with 50% employer match about $28,365 at 4% or $18,910 at 6%; with 100% employer match about $21,273 at 4% or $14,182 at 6%.
2006141$625,401$69,310$1,690iApproximate average salary by contribution assumption: employee only about $42,262 at 4% or $28,175 at 6%; with 50% employer match about $28,175 at 4% or $18,783 at 6%; with 100% employer match about $21,131 at 4% or $14,087 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-41$625,401$69,310$1,690iApproximate average salary by contribution assumption: employee only about $42,262 at 4% or $28,175 at 6%; with 50% employer match about $28,175 at 4% or $18,783 at 6%; with 100% employer match about $21,131 at 4% or $14,087 at 6%.
2005138$524,498$70,519$1,856iApproximate average salary by contribution assumption: employee only about $46,394 at 4% or $30,929 at 6%; with 50% employer match about $30,929 at 4% or $20,620 at 6%; with 100% employer match about $23,197 at 4% or $15,465 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-38$524,498$70,519$1,856iApproximate average salary by contribution assumption: employee only about $46,394 at 4% or $30,929 at 6%; with 50% employer match about $30,929 at 4% or $20,620 at 6%; with 100% employer match about $23,197 at 4% or $15,465 at 6%.
2004145$464,576$59,521$1,323iApproximate average salary by contribution assumption: employee only about $33,067 at 4% or $22,045 at 6%; with 50% employer match about $22,045 at 4% or $14,697 at 6%; with 100% employer match about $16,534 at 4% or $11,022 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-45$464,576$59,521$1,323iApproximate average salary by contribution assumption: employee only about $33,067 at 4% or $22,045 at 6%; with 50% employer match about $22,045 at 4% or $14,697 at 6%; with 100% employer match about $16,534 at 4% or $11,022 at 6%.
2003152$388,936$55,199$1,062iApproximate average salary by contribution assumption: employee only about $26,538 at 4% or $17,692 at 6%; with 50% employer match about $17,692 at 4% or $11,795 at 6%; with 100% employer match about $13,269 at 4% or $8,846 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-52$388,936$55,199$1,062iApproximate average salary by contribution assumption: employee only about $26,538 at 4% or $17,692 at 6%; with 50% employer match about $17,692 at 4% or $11,795 at 6%; with 100% employer match about $13,269 at 4% or $8,846 at 6%.
2002148$314,610$41,172$858iApproximate average salary by contribution assumption: employee only about $21,444 at 4% or $14,296 at 6%; with 50% employer match about $14,296 at 4% or $9,531 at 6%; with 100% employer match about $10,722 at 4% or $7,148 at 6%.
Carlson, Blau & Clemens, S.C. Retirement Plan-48$314,610$41,172$858iApproximate average salary by contribution assumption: employee only about $21,444 at 4% or $14,296 at 6%; with 50% employer match about $14,296 at 4% or $9,531 at 6%; with 100% employer match about $10,722 at 4% or $7,148 at 6%.
2001141$0$0-
Carlson, Blau & Clemens, S.C. Retirement Plan-41---