Allan Gerke & Sons Inc.
Plan context: Contractors and Employees Retirement Plan and Trust
EIN 39-1244145 • Tomah, WI • 25 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
295
2023 Assets
$9,947,774
2023 Contributions
$1,158,473
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 295 | $9,947,774 | $1,158,473 | $3,927iApproximate average salary by contribution assumption: employee only about $98,176 at 4% or $65,450 at 6%; with 50% employer match about $65,450 at 4% or $43,634 at 6%; with 100% employer match about $49,088 at 4% or $32,725 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 295 | $9,947,774 | $1,158,473 | $3,927iApproximate average salary by contribution assumption: employee only about $98,176 at 4% or $65,450 at 6%; with 50% employer match about $65,450 at 4% or $43,634 at 6%; with 100% employer match about $49,088 at 4% or $32,725 at 6%. |
| 2022 | 1 | 306 | $8,502,042 | $1,227,733 | $4,012iApproximate average salary by contribution assumption: employee only about $100,305 at 4% or $66,870 at 6%; with 50% employer match about $66,870 at 4% or $44,580 at 6%; with 100% employer match about $50,152 at 4% or $33,435 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 306 | $8,502,042 | $1,227,733 | $4,012iApproximate average salary by contribution assumption: employee only about $100,305 at 4% or $66,870 at 6%; with 50% employer match about $66,870 at 4% or $44,580 at 6%; with 100% employer match about $50,152 at 4% or $33,435 at 6%. |
| 2021 | 1 | 330 | $7,345,453 | $1,030,395 | $3,122iApproximate average salary by contribution assumption: employee only about $78,060 at 4% or $52,040 at 6%; with 50% employer match about $52,040 at 4% or $34,693 at 6%; with 100% employer match about $39,030 at 4% or $26,020 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 330 | $7,345,453 | $1,030,395 | $3,122iApproximate average salary by contribution assumption: employee only about $78,060 at 4% or $52,040 at 6%; with 50% employer match about $52,040 at 4% or $34,693 at 6%; with 100% employer match about $39,030 at 4% or $26,020 at 6%. |
| 2020 | 1 | 385 | $7,847,946 | $1,097,422 | $2,850iApproximate average salary by contribution assumption: employee only about $71,261 at 4% or $47,507 at 6%; with 50% employer match about $47,507 at 4% or $31,672 at 6%; with 100% employer match about $35,631 at 4% or $23,754 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 385 | $7,847,946 | $1,097,422 | $2,850iApproximate average salary by contribution assumption: employee only about $71,261 at 4% or $47,507 at 6%; with 50% employer match about $47,507 at 4% or $31,672 at 6%; with 100% employer match about $35,631 at 4% or $23,754 at 6%. |
| 2019 | 1 | 314 | $5,937,639 | $843,426 | $2,686iApproximate average salary by contribution assumption: employee only about $67,152 at 4% or $44,768 at 6%; with 50% employer match about $44,768 at 4% or $29,845 at 6%; with 100% employer match about $33,576 at 4% or $22,384 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 314 | $5,937,639 | $843,426 | $2,686iApproximate average salary by contribution assumption: employee only about $67,152 at 4% or $44,768 at 6%; with 50% employer match about $44,768 at 4% or $29,845 at 6%; with 100% employer match about $33,576 at 4% or $22,384 at 6%. |
| 2018 | 1 | 335 | $5,667,935 | $709,700 | $2,119iApproximate average salary by contribution assumption: employee only about $52,963 at 4% or $35,308 at 6%; with 50% employer match about $35,308 at 4% or $23,539 at 6%; with 100% employer match about $26,481 at 4% or $17,654 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 335 | $5,667,935 | $709,700 | $2,119iApproximate average salary by contribution assumption: employee only about $52,963 at 4% or $35,308 at 6%; with 50% employer match about $35,308 at 4% or $23,539 at 6%; with 100% employer match about $26,481 at 4% or $17,654 at 6%. |
| 2017 | 1 | 341 | $5,147,520 | $737,103 | $2,162iApproximate average salary by contribution assumption: employee only about $54,040 at 4% or $36,027 at 6%; with 50% employer match about $36,027 at 4% or $24,018 at 6%; with 100% employer match about $27,020 at 4% or $18,013 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 341 | $5,147,520 | $737,103 | $2,162iApproximate average salary by contribution assumption: employee only about $54,040 at 4% or $36,027 at 6%; with 50% employer match about $36,027 at 4% or $24,018 at 6%; with 100% employer match about $27,020 at 4% or $18,013 at 6%. |
| 2016 | 1 | 302 | $4,368,474 | $890,752 | $2,950iApproximate average salary by contribution assumption: employee only about $73,738 at 4% or $49,158 at 6%; with 50% employer match about $49,158 at 4% or $32,772 at 6%; with 100% employer match about $36,869 at 4% or $24,579 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 302 | $4,368,474 | $890,752 | $2,950iApproximate average salary by contribution assumption: employee only about $73,738 at 4% or $49,158 at 6%; with 50% employer match about $49,158 at 4% or $32,772 at 6%; with 100% employer match about $36,869 at 4% or $24,579 at 6%. |
| 2015 | 1 | 239 | $3,485,484 | $839,444 | $3,512iApproximate average salary by contribution assumption: employee only about $87,808 at 4% or $58,539 at 6%; with 50% employer match about $58,539 at 4% or $39,026 at 6%; with 100% employer match about $43,904 at 4% or $29,269 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 239 | $3,485,484 | $839,444 | $3,512iApproximate average salary by contribution assumption: employee only about $87,808 at 4% or $58,539 at 6%; with 50% employer match about $58,539 at 4% or $39,026 at 6%; with 100% employer match about $43,904 at 4% or $29,269 at 6%. |
| 2014 | 1 | 242 | $3,099,191 | $742,218 | $3,067iApproximate average salary by contribution assumption: employee only about $76,675 at 4% or $51,117 at 6%; with 50% employer match about $51,117 at 4% or $34,078 at 6%; with 100% employer match about $38,338 at 4% or $25,558 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 242 | $3,099,191 | $742,218 | $3,067iApproximate average salary by contribution assumption: employee only about $76,675 at 4% or $51,117 at 6%; with 50% employer match about $51,117 at 4% or $34,078 at 6%; with 100% employer match about $38,338 at 4% or $25,558 at 6%. |
| 2013 | 1 | 172 | $2,952,037 | $596,970 | $3,471iApproximate average salary by contribution assumption: employee only about $86,769 at 4% or $57,846 at 6%; with 50% employer match about $57,846 at 4% or $38,564 at 6%; with 100% employer match about $43,384 at 4% or $28,923 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 172 | $2,952,037 | $596,970 | $3,471iApproximate average salary by contribution assumption: employee only about $86,769 at 4% or $57,846 at 6%; with 50% employer match about $57,846 at 4% or $38,564 at 6%; with 100% employer match about $43,384 at 4% or $28,923 at 6%. |
| 2012 | 1 | 149 | $2,242,924 | $440,659 | $2,957iApproximate average salary by contribution assumption: employee only about $73,936 at 4% or $49,291 at 6%; with 50% employer match about $49,291 at 4% or $32,860 at 6%; with 100% employer match about $36,968 at 4% or $24,645 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 149 | $2,242,924 | $440,659 | $2,957iApproximate average salary by contribution assumption: employee only about $73,936 at 4% or $49,291 at 6%; with 50% employer match about $49,291 at 4% or $32,860 at 6%; with 100% employer match about $36,968 at 4% or $24,645 at 6%. |
| 2011 | 1 | 79 | $1,737,167 | $404,207 | $5,117iApproximate average salary by contribution assumption: employee only about $127,914 at 4% or $85,276 at 6%; with 50% employer match about $85,276 at 4% or $56,850 at 6%; with 100% employer match about $63,957 at 4% or $42,638 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 79 | $1,737,167 | $404,207 | $5,117iApproximate average salary by contribution assumption: employee only about $127,914 at 4% or $85,276 at 6%; with 50% employer match about $85,276 at 4% or $56,850 at 6%; with 100% employer match about $63,957 at 4% or $42,638 at 6%. |
| 2010 | 1 | 72 | $1,530,452 | $305,426 | $4,242iApproximate average salary by contribution assumption: employee only about $106,051 at 4% or $70,700 at 6%; with 50% employer match about $70,700 at 4% or $47,134 at 6%; with 100% employer match about $53,025 at 4% or $35,350 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 72 | $1,530,452 | $305,426 | $4,242iApproximate average salary by contribution assumption: employee only about $106,051 at 4% or $70,700 at 6%; with 50% employer match about $70,700 at 4% or $47,134 at 6%; with 100% employer match about $53,025 at 4% or $35,350 at 6%. |
| 2009 | 1 | 66 | $1,088,282 | $216,305 | $3,277iApproximate average salary by contribution assumption: employee only about $81,934 at 4% or $54,622 at 6%; with 50% employer match about $54,622 at 4% or $36,415 at 6%; with 100% employer match about $40,967 at 4% or $27,311 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 66 | $1,088,282 | $216,305 | $3,277iApproximate average salary by contribution assumption: employee only about $81,934 at 4% or $54,622 at 6%; with 50% employer match about $54,622 at 4% or $36,415 at 6%; with 100% employer match about $40,967 at 4% or $27,311 at 6%. |
| 2008 | 1 | 84 | $0 | $0 | - |
| Contractors and Employees Retirement Plan and Trust | - | 84 | - | - | - |
| 2007 | 1 | 68 | $0 | $0 | - |
| Contractors and Employees Retirement Plan and Trust | - | 68 | - | - | - |
| 2006 | 1 | 60 | $892,946 | $70,336 | $1,172iApproximate average salary by contribution assumption: employee only about $29,307 at 4% or $19,538 at 6%; with 50% employer match about $19,538 at 4% or $13,025 at 6%; with 100% employer match about $14,653 at 4% or $9,769 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 60 | $892,946 | $70,336 | $1,172iApproximate average salary by contribution assumption: employee only about $29,307 at 4% or $19,538 at 6%; with 50% employer match about $19,538 at 4% or $13,025 at 6%; with 100% employer match about $14,653 at 4% or $9,769 at 6%. |
| 2005 | 1 | 42 | $785,448 | $126,010 | $3,000iApproximate average salary by contribution assumption: employee only about $75,006 at 4% or $50,004 at 6%; with 50% employer match about $50,004 at 4% or $33,336 at 6%; with 100% employer match about $37,503 at 4% or $25,002 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 42 | $785,448 | $126,010 | $3,000iApproximate average salary by contribution assumption: employee only about $75,006 at 4% or $50,004 at 6%; with 50% employer match about $50,004 at 4% or $33,336 at 6%; with 100% employer match about $37,503 at 4% or $25,002 at 6%. |
| 2004 | 1 | 38 | $655,149 | $80,357 | $2,115iApproximate average salary by contribution assumption: employee only about $52,866 at 4% or $35,244 at 6%; with 50% employer match about $35,244 at 4% or $23,496 at 6%; with 100% employer match about $26,433 at 4% or $17,622 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 38 | $655,149 | $80,357 | $2,115iApproximate average salary by contribution assumption: employee only about $52,866 at 4% or $35,244 at 6%; with 50% employer match about $35,244 at 4% or $23,496 at 6%; with 100% employer match about $26,433 at 4% or $17,622 at 6%. |
| 2003 | 1 | 32 | $594,844 | $68,119 | $2,129iApproximate average salary by contribution assumption: employee only about $53,218 at 4% or $35,479 at 6%; with 50% employer match about $35,479 at 4% or $23,652 at 6%; with 100% employer match about $26,609 at 4% or $17,739 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 32 | $594,844 | $68,119 | $2,129iApproximate average salary by contribution assumption: employee only about $53,218 at 4% or $35,479 at 6%; with 50% employer match about $35,479 at 4% or $23,652 at 6%; with 100% employer match about $26,609 at 4% or $17,739 at 6%. |
| 2002 | 1 | 28 | $0 | $0 | - |
| Contractors and Employees Retirement Plan and Trust | - | 28 | - | - | - |
| 2001 | 1 | 29 | $0 | $0 | - |
| Contractors and Employees Retirement Plan and Trust | - | 29 | - | - | - |
| 2000 | 1 | 31 | $0 | $0 | - |
| Contractors and Employees Retirement Plan and Trust | - | 31 | - | - | - |
| 1999 | 1 | 37 | $445,046 | $91,189 | $2,465iApproximate average salary by contribution assumption: employee only about $61,614 at 4% or $41,076 at 6%; with 50% employer match about $41,076 at 4% or $27,384 at 6%; with 100% employer match about $30,807 at 4% or $20,538 at 6%. |
| Contractors and Employees Retirement Plan and Trust | - | 37 | $445,046 | $91,189 | $2,465iApproximate average salary by contribution assumption: employee only about $61,614 at 4% or $41,076 at 6%; with 50% employer match about $41,076 at 4% or $27,384 at 6%; with 100% employer match about $30,807 at 4% or $20,538 at 6%. |