Civic Intelligence

Mccarthy Grittinger Financial Group

Plan context: Mccarthy Grittinger Financial Group 401(K) Plan and Trust

EIN 39-1976985 • Milwaukee, WI • 18 filings • 5 plans

125 S 84th Street,Suite 130Milwaukee, WI 53214
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$3,204,439

2025 Contributions

$259,271

Historical Graphs

Total Assets Over Time

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

$3,204,439$1,602,220$0200820172025YearValue
$3,204,439Latest year 2025

Participants Over Time

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

1050200820172025YearValue
8Latest 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
202518$3,204,439$259,271$32,409iApproximate average salary by contribution assumption: employee only about $810,222 at 4% or $540,148 at 6%; with 50% employer match about $540,148 at 4% or $360,099 at 6%; with 100% employer match about $405,111 at 4% or $270,074 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-8$3,204,439$259,271$32,409iApproximate average salary by contribution assumption: employee only about $810,222 at 4% or $540,148 at 6%; with 50% employer match about $540,148 at 4% or $360,099 at 6%; with 100% employer match about $405,111 at 4% or $270,074 at 6%.
202419$2,557,225$269,788$29,976iApproximate average salary by contribution assumption: employee only about $749,411 at 4% or $499,607 at 6%; with 50% employer match about $499,607 at 4% or $333,072 at 6%; with 100% employer match about $374,706 at 4% or $249,804 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-9$2,557,225$269,788$29,976iApproximate average salary by contribution assumption: employee only about $749,411 at 4% or $499,607 at 6%; with 50% employer match about $499,607 at 4% or $333,072 at 6%; with 100% employer match about $374,706 at 4% or $249,804 at 6%.
2023110$3,188,237$249,375$24,938iApproximate average salary by contribution assumption: employee only about $623,438 at 4% or $415,625 at 6%; with 50% employer match about $415,625 at 4% or $277,083 at 6%; with 100% employer match about $311,719 at 4% or $207,813 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-10$3,188,237$249,375$24,938iApproximate average salary by contribution assumption: employee only about $623,438 at 4% or $415,625 at 6%; with 50% employer match about $415,625 at 4% or $277,083 at 6%; with 100% employer match about $311,719 at 4% or $207,813 at 6%.
2022110$2,463,906$222,349$22,235iApproximate average salary by contribution assumption: employee only about $555,873 at 4% or $370,582 at 6%; with 50% employer match about $370,582 at 4% or $247,054 at 6%; with 100% employer match about $277,936 at 4% or $185,291 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-10$2,463,906$222,349$22,235iApproximate average salary by contribution assumption: employee only about $555,873 at 4% or $370,582 at 6%; with 50% employer match about $370,582 at 4% or $247,054 at 6%; with 100% employer match about $277,936 at 4% or $185,291 at 6%.
202119$2,713,388$175,823$19,536iApproximate average salary by contribution assumption: employee only about $488,397 at 4% or $325,598 at 6%; with 50% employer match about $325,598 at 4% or $217,065 at 6%; with 100% employer match about $244,199 at 4% or $162,799 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-9$2,713,388$175,823$19,536iApproximate average salary by contribution assumption: employee only about $488,397 at 4% or $325,598 at 6%; with 50% employer match about $325,598 at 4% or $217,065 at 6%; with 100% employer match about $244,199 at 4% or $162,799 at 6%.
202018$2,205,802$161,282$20,160iApproximate average salary by contribution assumption: employee only about $504,006 at 4% or $336,004 at 6%; with 50% employer match about $336,004 at 4% or $224,003 at 6%; with 100% employer match about $252,003 at 4% or $168,002 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-8$2,205,802$161,282$20,160iApproximate average salary by contribution assumption: employee only about $504,006 at 4% or $336,004 at 6%; with 50% employer match about $336,004 at 4% or $224,003 at 6%; with 100% employer match about $252,003 at 4% or $168,002 at 6%.
201918$1,762,220$148,912$18,614iApproximate average salary by contribution assumption: employee only about $465,350 at 4% or $310,233 at 6%; with 50% employer match about $310,233 at 4% or $206,822 at 6%; with 100% employer match about $232,675 at 4% or $155,117 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-8$1,762,220$148,912$18,614iApproximate average salary by contribution assumption: employee only about $465,350 at 4% or $310,233 at 6%; with 50% employer match about $310,233 at 4% or $206,822 at 6%; with 100% employer match about $232,675 at 4% or $155,117 at 6%.
201819$1,319,863$135,357$15,040iApproximate average salary by contribution assumption: employee only about $375,992 at 4% or $250,661 at 6%; with 50% employer match about $250,661 at 4% or $167,107 at 6%; with 100% employer match about $187,996 at 4% or $125,331 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-9$1,319,863$135,357$15,040iApproximate average salary by contribution assumption: employee only about $375,992 at 4% or $250,661 at 6%; with 50% employer match about $250,661 at 4% or $167,107 at 6%; with 100% employer match about $187,996 at 4% or $125,331 at 6%.
201719$1,660,432$173,345$19,261iApproximate average salary by contribution assumption: employee only about $481,514 at 4% or $321,009 at 6%; with 50% employer match about $321,009 at 4% or $214,006 at 6%; with 100% employer match about $240,757 at 4% or $160,505 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-9$1,660,432$173,345$19,261iApproximate average salary by contribution assumption: employee only about $481,514 at 4% or $321,009 at 6%; with 50% employer match about $321,009 at 4% or $214,006 at 6%; with 100% employer match about $240,757 at 4% or $160,505 at 6%.
201619$1,896,057$133,937$14,882iApproximate average salary by contribution assumption: employee only about $372,047 at 4% or $248,031 at 6%; with 50% employer match about $248,031 at 4% or $165,354 at 6%; with 100% employer match about $186,024 at 4% or $124,016 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-9$1,896,057$133,937$14,882iApproximate average salary by contribution assumption: employee only about $372,047 at 4% or $248,031 at 6%; with 50% employer match about $248,031 at 4% or $165,354 at 6%; with 100% employer match about $186,024 at 4% or $124,016 at 6%.
201519$1,614,870$134,406$14,934iApproximate average salary by contribution assumption: employee only about $373,350 at 4% or $248,900 at 6%; with 50% employer match about $248,900 at 4% or $165,933 at 6%; with 100% employer match about $186,675 at 4% or $124,450 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-9$1,614,870$134,406$14,934iApproximate average salary by contribution assumption: employee only about $373,350 at 4% or $248,900 at 6%; with 50% employer match about $248,900 at 4% or $165,933 at 6%; with 100% employer match about $186,675 at 4% or $124,450 at 6%.
201418$1,507,245$133,399$16,675iApproximate average salary by contribution assumption: employee only about $416,872 at 4% or $277,915 at 6%; with 50% employer match about $277,915 at 4% or $185,276 at 6%; with 100% employer match about $208,436 at 4% or $138,957 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-8$1,507,245$133,399$16,675iApproximate average salary by contribution assumption: employee only about $416,872 at 4% or $277,915 at 6%; with 50% employer match about $277,915 at 4% or $185,276 at 6%; with 100% employer match about $208,436 at 4% or $138,957 at 6%.
201318$1,314,099$196,062$24,508iApproximate average salary by contribution assumption: employee only about $612,694 at 4% or $408,463 at 6%; with 50% employer match about $408,463 at 4% or $272,308 at 6%; with 100% employer match about $306,347 at 4% or $204,231 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-8$1,314,099$196,062$24,508iApproximate average salary by contribution assumption: employee only about $612,694 at 4% or $408,463 at 6%; with 50% employer match about $408,463 at 4% or $272,308 at 6%; with 100% employer match about $306,347 at 4% or $204,231 at 6%.
201217$923,974$163,729$23,390iApproximate average salary by contribution assumption: employee only about $584,746 at 4% or $389,831 at 6%; with 50% employer match about $389,831 at 4% or $259,887 at 6%; with 100% employer match about $292,373 at 4% or $194,915 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-7$923,974$163,729$23,390iApproximate average salary by contribution assumption: employee only about $584,746 at 4% or $389,831 at 6%; with 50% employer match about $389,831 at 4% or $259,887 at 6%; with 100% employer match about $292,373 at 4% or $194,915 at 6%.
201117$667,085$149,886$21,412iApproximate average salary by contribution assumption: employee only about $535,307 at 4% or $356,871 at 6%; with 50% employer match about $356,871 at 4% or $237,914 at 6%; with 100% employer match about $267,654 at 4% or $178,436 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-7$667,085$149,886$21,412iApproximate average salary by contribution assumption: employee only about $535,307 at 4% or $356,871 at 6%; with 50% employer match about $356,871 at 4% or $237,914 at 6%; with 100% employer match about $267,654 at 4% or $178,436 at 6%.
201017$546,615$186,659$26,666iApproximate average salary by contribution assumption: employee only about $666,639 at 4% or $444,426 at 6%; with 50% employer match about $444,426 at 4% or $296,284 at 6%; with 100% employer match about $333,320 at 4% or $222,213 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-7$546,615$186,659$26,666iApproximate average salary by contribution assumption: employee only about $666,639 at 4% or $444,426 at 6%; with 50% employer match about $444,426 at 4% or $296,284 at 6%; with 100% employer match about $333,320 at 4% or $222,213 at 6%.
200917$304,531$143,860$20,551iApproximate average salary by contribution assumption: employee only about $513,786 at 4% or $342,524 at 6%; with 50% employer match about $342,524 at 4% or $228,349 at 6%; with 100% employer match about $256,893 at 4% or $171,262 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-7$304,531$143,860$20,551iApproximate average salary by contribution assumption: employee only about $513,786 at 4% or $342,524 at 6%; with 50% employer match about $342,524 at 4% or $228,349 at 6%; with 100% employer match about $256,893 at 4% or $171,262 at 6%.
200817$114,590$139,923$19,989iApproximate average salary by contribution assumption: employee only about $499,725 at 4% or $333,150 at 6%; with 50% employer match about $333,150 at 4% or $222,100 at 6%; with 100% employer match about $249,863 at 4% or $166,575 at 6%.
Mccarthy Grittinger Financial Group 401(K) Plan and Trust-7$114,590$139,923$19,989iApproximate average salary by contribution assumption: employee only about $499,725 at 4% or $333,150 at 6%; with 50% employer match about $333,150 at 4% or $222,100 at 6%; with 100% employer match about $249,863 at 4% or $166,575 at 6%.