Grothman & Associates S.C.
Plan context: Grothman & Associates S.C.
EIN 39-1637812 • Portage, WI • 12 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$636,677
2025 Contributions
$76,039
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $636,677 | $76,039 | $7,604iApproximate average salary by contribution assumption: employee only about $190,098 at 4% or $126,732 at 6%; with 50% employer match about $126,732 at 4% or $84,488 at 6%; with 100% employer match about $95,049 at 4% or $63,366 at 6%. |
| Grothman & Associates S.C. | - | 10 | $636,677 | $76,039 | $7,604iApproximate average salary by contribution assumption: employee only about $190,098 at 4% or $126,732 at 6%; with 50% employer match about $126,732 at 4% or $84,488 at 6%; with 100% employer match about $95,049 at 4% or $63,366 at 6%. |
| 2024 | 1 | 11 | $565,193 | $69,471 | $6,316iApproximate average salary by contribution assumption: employee only about $157,889 at 4% or $105,259 at 6%; with 50% employer match about $105,259 at 4% or $70,173 at 6%; with 100% employer match about $78,944 at 4% or $52,630 at 6%. |
| Grothman & Associates S.C. | - | 11 | $565,193 | $69,471 | $6,316iApproximate average salary by contribution assumption: employee only about $157,889 at 4% or $105,259 at 6%; with 50% employer match about $105,259 at 4% or $70,173 at 6%; with 100% employer match about $78,944 at 4% or $52,630 at 6%. |
| 2023 | 1 | 10 | $429,036 | $64,733 | $6,473iApproximate average salary by contribution assumption: employee only about $161,833 at 4% or $107,888 at 6%; with 50% employer match about $107,888 at 4% or $71,926 at 6%; with 100% employer match about $80,916 at 4% or $53,944 at 6%. |
| Grothman & Associates S.C. | - | 10 | $429,036 | $64,733 | $6,473iApproximate average salary by contribution assumption: employee only about $161,833 at 4% or $107,888 at 6%; with 50% employer match about $107,888 at 4% or $71,926 at 6%; with 100% employer match about $80,916 at 4% or $53,944 at 6%. |
| 2022 | 1 | 10 | $299,634 | $67,936 | $6,794iApproximate average salary by contribution assumption: employee only about $169,840 at 4% or $113,227 at 6%; with 50% employer match about $113,227 at 4% or $75,484 at 6%; with 100% employer match about $84,920 at 4% or $56,613 at 6%. |
| Grothman & Associates S.C. | - | 10 | $299,634 | $67,936 | $6,794iApproximate average salary by contribution assumption: employee only about $169,840 at 4% or $113,227 at 6%; with 50% employer match about $113,227 at 4% or $75,484 at 6%; with 100% employer match about $84,920 at 4% or $56,613 at 6%. |
| 2021 | 1 | 11 | $341,110 | $113,693 | $10,336iApproximate average salary by contribution assumption: employee only about $258,393 at 4% or $172,262 at 6%; with 50% employer match about $172,262 at 4% or $114,841 at 6%; with 100% employer match about $129,197 at 4% or $86,131 at 6%. |
| Grothman & Associates S.C. | - | 11 | $341,110 | $113,693 | $10,336iApproximate average salary by contribution assumption: employee only about $258,393 at 4% or $172,262 at 6%; with 50% employer match about $172,262 at 4% or $114,841 at 6%; with 100% employer match about $129,197 at 4% or $86,131 at 6%. |
| 2020 | 1 | 11 | $793,911 | $96,408 | $8,764iApproximate average salary by contribution assumption: employee only about $219,109 at 4% or $146,073 at 6%; with 50% employer match about $146,073 at 4% or $97,382 at 6%; with 100% employer match about $109,555 at 4% or $73,036 at 6%. |
| Grothman & Associates S.C. | - | 11 | $793,911 | $96,408 | $8,764iApproximate average salary by contribution assumption: employee only about $219,109 at 4% or $146,073 at 6%; with 50% employer match about $146,073 at 4% or $97,382 at 6%; with 100% employer match about $109,555 at 4% or $73,036 at 6%. |
| 2019 | 1 | 10 | $564,301 | $99,694 | $9,969iApproximate average salary by contribution assumption: employee only about $249,235 at 4% or $166,157 at 6%; with 50% employer match about $166,157 at 4% or $110,771 at 6%; with 100% employer match about $124,618 at 4% or $83,078 at 6%. |
| Grothman & Associates S.C. | - | 10 | $564,301 | $99,694 | $9,969iApproximate average salary by contribution assumption: employee only about $249,235 at 4% or $166,157 at 6%; with 50% employer match about $166,157 at 4% or $110,771 at 6%; with 100% employer match about $124,618 at 4% or $83,078 at 6%. |
| 2018 | 1 | 8 | $378,259 | $79,716 | $9,965iApproximate average salary by contribution assumption: employee only about $249,113 at 4% or $166,075 at 6%; with 50% employer match about $166,075 at 4% or $110,717 at 6%; with 100% employer match about $124,556 at 4% or $83,038 at 6%. |
| Grothman & Associates S.C. | - | 8 | $378,259 | $79,716 | $9,965iApproximate average salary by contribution assumption: employee only about $249,113 at 4% or $166,075 at 6%; with 50% employer match about $166,075 at 4% or $110,717 at 6%; with 100% employer match about $124,556 at 4% or $83,038 at 6%. |
| 2017 | 1 | 7 | $328,487 | $76,887 | $10,984iApproximate average salary by contribution assumption: employee only about $274,596 at 4% or $183,064 at 6%; with 50% employer match about $183,064 at 4% or $122,043 at 6%; with 100% employer match about $137,298 at 4% or $91,532 at 6%. |
| Grothman & Associates S.C. | - | 7 | $328,487 | $76,887 | $10,984iApproximate average salary by contribution assumption: employee only about $274,596 at 4% or $183,064 at 6%; with 50% employer match about $183,064 at 4% or $122,043 at 6%; with 100% employer match about $137,298 at 4% or $91,532 at 6%. |
| 2016 | 1 | 9 | $220,094 | $72,487 | $8,054iApproximate average salary by contribution assumption: employee only about $201,353 at 4% or $134,235 at 6%; with 50% employer match about $134,235 at 4% or $89,490 at 6%; with 100% employer match about $100,676 at 4% or $67,118 at 6%. |
| Grothman & Associates S.C. | - | 9 | $220,094 | $72,487 | $8,054iApproximate average salary by contribution assumption: employee only about $201,353 at 4% or $134,235 at 6%; with 50% employer match about $134,235 at 4% or $89,490 at 6%; with 100% employer match about $100,676 at 4% or $67,118 at 6%. |
| 2015 | 1 | 7 | $134,349 | $74,230 | $10,604iApproximate average salary by contribution assumption: employee only about $265,107 at 4% or $176,738 at 6%; with 50% employer match about $176,738 at 4% or $117,825 at 6%; with 100% employer match about $132,554 at 4% or $88,369 at 6%. |
| Grothman & Associates S.C. | - | 7 | $134,349 | $74,230 | $10,604iApproximate average salary by contribution assumption: employee only about $265,107 at 4% or $176,738 at 6%; with 50% employer match about $176,738 at 4% or $117,825 at 6%; with 100% employer match about $132,554 at 4% or $88,369 at 6%. |
| 2014 | 1 | 7 | $64,288 | $64,212 | $9,173iApproximate average salary by contribution assumption: employee only about $229,329 at 4% or $152,886 at 6%; with 50% employer match about $152,886 at 4% or $101,924 at 6%; with 100% employer match about $114,664 at 4% or $76,443 at 6%. |
| Grothman & Associates S.C. | - | 7 | $64,288 | $64,212 | $9,173iApproximate average salary by contribution assumption: employee only about $229,329 at 4% or $152,886 at 6%; with 50% employer match about $152,886 at 4% or $101,924 at 6%; with 100% employer match about $114,664 at 4% or $76,443 at 6%. |