Civic Intelligence

Peterson Berk & Cross Sc

Plan context: Peterson, Berk & Cross, Sc Retirement Plan

EIN 39-2013349 • Appleton, WI • 24 filings • 4 plans

2400 S. Kensington Drive, Suite 100Appleton, WI 54915
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,206,275

2024 Contributions

$83,139

Historical Graphs

Total Assets Over Time

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

$1,510,900$755,450$0200120132024YearValue
$1,206,275Latest year 2024

Participants Over Time

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

1790200120132024YearValue
10Latest 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
2024110$1,206,275$83,139$8,314iApproximate average salary by contribution assumption: employee only about $207,848 at 4% or $138,565 at 6%; with 50% employer match about $138,565 at 4% or $92,377 at 6%; with 100% employer match about $103,924 at 4% or $69,283 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-10$1,206,275$83,139$8,314iApproximate average salary by contribution assumption: employee only about $207,848 at 4% or $138,565 at 6%; with 50% employer match about $138,565 at 4% or $92,377 at 6%; with 100% employer match about $103,924 at 4% or $69,283 at 6%.
2023112$1,004,663$108,802$9,067iApproximate average salary by contribution assumption: employee only about $226,671 at 4% or $151,114 at 6%; with 50% employer match about $151,114 at 4% or $100,743 at 6%; with 100% employer match about $113,335 at 4% or $75,557 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-12$1,004,663$108,802$9,067iApproximate average salary by contribution assumption: employee only about $226,671 at 4% or $151,114 at 6%; with 50% employer match about $151,114 at 4% or $100,743 at 6%; with 100% employer match about $113,335 at 4% or $75,557 at 6%.
2022115$871,656$74,035$4,936iApproximate average salary by contribution assumption: employee only about $123,392 at 4% or $82,261 at 6%; with 50% employer match about $82,261 at 4% or $54,841 at 6%; with 100% employer match about $61,696 at 4% or $41,131 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-15$871,656$74,035$4,936iApproximate average salary by contribution assumption: employee only about $123,392 at 4% or $82,261 at 6%; with 50% employer match about $82,261 at 4% or $54,841 at 6%; with 100% employer match about $61,696 at 4% or $41,131 at 6%.
2021115$1,466,489$85,361$5,691iApproximate average salary by contribution assumption: employee only about $142,268 at 4% or $94,846 at 6%; with 50% employer match about $94,846 at 4% or $63,230 at 6%; with 100% employer match about $71,134 at 4% or $47,423 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-15$1,466,489$85,361$5,691iApproximate average salary by contribution assumption: employee only about $142,268 at 4% or $94,846 at 6%; with 50% employer match about $94,846 at 4% or $63,230 at 6%; with 100% employer match about $71,134 at 4% or $47,423 at 6%.
2020111$1,181,927$48,261$4,387iApproximate average salary by contribution assumption: employee only about $109,684 at 4% or $73,123 at 6%; with 50% employer match about $73,123 at 4% or $48,748 at 6%; with 100% employer match about $54,842 at 4% or $36,561 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-11$1,181,927$48,261$4,387iApproximate average salary by contribution assumption: employee only about $109,684 at 4% or $73,123 at 6%; with 50% employer match about $73,123 at 4% or $48,748 at 6%; with 100% employer match about $54,842 at 4% or $36,561 at 6%.
2019113$1,119,956$66,773$5,136iApproximate average salary by contribution assumption: employee only about $128,410 at 4% or $85,606 at 6%; with 50% employer match about $85,606 at 4% or $57,071 at 6%; with 100% employer match about $64,205 at 4% or $42,803 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-13$1,119,956$66,773$5,136iApproximate average salary by contribution assumption: employee only about $128,410 at 4% or $85,606 at 6%; with 50% employer match about $85,606 at 4% or $57,071 at 6%; with 100% employer match about $64,205 at 4% or $42,803 at 6%.
2018115$937,531$51,861$3,457iApproximate average salary by contribution assumption: employee only about $86,435 at 4% or $57,623 at 6%; with 50% employer match about $57,623 at 4% or $38,416 at 6%; with 100% employer match about $43,218 at 4% or $28,812 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-15$937,531$51,861$3,457iApproximate average salary by contribution assumption: employee only about $86,435 at 4% or $57,623 at 6%; with 50% employer match about $57,623 at 4% or $38,416 at 6%; with 100% employer match about $43,218 at 4% or $28,812 at 6%.
2017112$973,529$45,909$3,826iApproximate average salary by contribution assumption: employee only about $95,644 at 4% or $63,763 at 6%; with 50% employer match about $63,763 at 4% or $42,508 at 6%; with 100% employer match about $47,822 at 4% or $31,881 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-12$973,529$45,909$3,826iApproximate average salary by contribution assumption: employee only about $95,644 at 4% or $63,763 at 6%; with 50% employer match about $63,763 at 4% or $42,508 at 6%; with 100% employer match about $47,822 at 4% or $31,881 at 6%.
2016110$869,334$54,872$5,487iApproximate average salary by contribution assumption: employee only about $137,180 at 4% or $91,453 at 6%; with 50% employer match about $91,453 at 4% or $60,969 at 6%; with 100% employer match about $68,590 at 4% or $45,727 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-10$869,334$54,872$5,487iApproximate average salary by contribution assumption: employee only about $137,180 at 4% or $91,453 at 6%; with 50% employer match about $91,453 at 4% or $60,969 at 6%; with 100% employer match about $68,590 at 4% or $45,727 at 6%.
2015110$1,474,043$34,432$3,443iApproximate average salary by contribution assumption: employee only about $86,080 at 4% or $57,387 at 6%; with 50% employer match about $57,387 at 4% or $38,258 at 6%; with 100% employer match about $43,040 at 4% or $28,693 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-10$1,474,043$34,432$3,443iApproximate average salary by contribution assumption: employee only about $86,080 at 4% or $57,387 at 6%; with 50% employer match about $57,387 at 4% or $38,258 at 6%; with 100% employer match about $43,040 at 4% or $28,693 at 6%.
2014112$1,510,900$69,229$5,769iApproximate average salary by contribution assumption: employee only about $144,227 at 4% or $96,151 at 6%; with 50% employer match about $96,151 at 4% or $64,101 at 6%; with 100% employer match about $72,114 at 4% or $48,076 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-12$1,510,900$69,229$5,769iApproximate average salary by contribution assumption: employee only about $144,227 at 4% or $96,151 at 6%; with 50% employer match about $96,151 at 4% or $64,101 at 6%; with 100% employer match about $72,114 at 4% or $48,076 at 6%.
2013112$1,386,324$41,388$3,449iApproximate average salary by contribution assumption: employee only about $86,225 at 4% or $57,483 at 6%; with 50% employer match about $57,483 at 4% or $38,322 at 6%; with 100% employer match about $43,113 at 4% or $28,742 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-12$1,386,324$41,388$3,449iApproximate average salary by contribution assumption: employee only about $86,225 at 4% or $57,483 at 6%; with 50% employer match about $57,483 at 4% or $38,322 at 6%; with 100% employer match about $43,113 at 4% or $28,742 at 6%.
2012114$1,251,999$63,177$4,513iApproximate average salary by contribution assumption: employee only about $112,816 at 4% or $75,211 at 6%; with 50% employer match about $75,211 at 4% or $50,140 at 6%; with 100% employer match about $56,408 at 4% or $37,605 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-14$1,251,999$63,177$4,513iApproximate average salary by contribution assumption: employee only about $112,816 at 4% or $75,211 at 6%; with 50% employer match about $75,211 at 4% or $50,140 at 6%; with 100% employer match about $56,408 at 4% or $37,605 at 6%.
2011114$1,112,689$96,268$6,876iApproximate average salary by contribution assumption: employee only about $171,907 at 4% or $114,605 at 6%; with 50% employer match about $114,605 at 4% or $76,403 at 6%; with 100% employer match about $85,954 at 4% or $57,302 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-14$1,112,689$96,268$6,876iApproximate average salary by contribution assumption: employee only about $171,907 at 4% or $114,605 at 6%; with 50% employer match about $114,605 at 4% or $76,403 at 6%; with 100% employer match about $85,954 at 4% or $57,302 at 6%.
2010116$1,028,653$47,941$2,996iApproximate average salary by contribution assumption: employee only about $74,908 at 4% or $49,939 at 6%; with 50% employer match about $49,939 at 4% or $33,292 at 6%; with 100% employer match about $37,454 at 4% or $24,969 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-16$1,028,653$47,941$2,996iApproximate average salary by contribution assumption: employee only about $74,908 at 4% or $49,939 at 6%; with 50% employer match about $49,939 at 4% or $33,292 at 6%; with 100% employer match about $37,454 at 4% or $24,969 at 6%.
2009116$865,018$62,956$3,935iApproximate average salary by contribution assumption: employee only about $98,369 at 4% or $65,579 at 6%; with 50% employer match about $65,579 at 4% or $43,719 at 6%; with 100% employer match about $49,184 at 4% or $32,790 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-16$865,018$62,956$3,935iApproximate average salary by contribution assumption: employee only about $98,369 at 4% or $65,579 at 6%; with 50% employer match about $65,579 at 4% or $43,719 at 6%; with 100% employer match about $49,184 at 4% or $32,790 at 6%.
2008117$839,302$74,783$4,399iApproximate average salary by contribution assumption: employee only about $109,975 at 4% or $73,317 at 6%; with 50% employer match about $73,317 at 4% or $48,878 at 6%; with 100% employer match about $54,988 at 4% or $36,658 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-17$839,302$74,783$4,399iApproximate average salary by contribution assumption: employee only about $109,975 at 4% or $73,317 at 6%; with 50% employer match about $73,317 at 4% or $48,878 at 6%; with 100% employer match about $54,988 at 4% or $36,658 at 6%.
2007113$1,124,853$85,979$6,614iApproximate average salary by contribution assumption: employee only about $165,344 at 4% or $110,229 at 6%; with 50% employer match about $110,229 at 4% or $73,486 at 6%; with 100% employer match about $82,672 at 4% or $55,115 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-13$1,124,853$85,979$6,614iApproximate average salary by contribution assumption: employee only about $165,344 at 4% or $110,229 at 6%; with 50% employer match about $110,229 at 4% or $73,486 at 6%; with 100% employer match about $82,672 at 4% or $55,115 at 6%.
2006114$987,861$66,070$4,719iApproximate average salary by contribution assumption: employee only about $117,982 at 4% or $78,655 at 6%; with 50% employer match about $78,655 at 4% or $52,437 at 6%; with 100% employer match about $58,991 at 4% or $39,327 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-14$987,861$66,070$4,719iApproximate average salary by contribution assumption: employee only about $117,982 at 4% or $78,655 at 6%; with 50% employer match about $78,655 at 4% or $52,437 at 6%; with 100% employer match about $58,991 at 4% or $39,327 at 6%.
2005113$912,103$95,052$7,312iApproximate average salary by contribution assumption: employee only about $182,792 at 4% or $121,862 at 6%; with 50% employer match about $121,862 at 4% or $81,241 at 6%; with 100% employer match about $91,396 at 4% or $60,931 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-13$912,103$95,052$7,312iApproximate average salary by contribution assumption: employee only about $182,792 at 4% or $121,862 at 6%; with 50% employer match about $121,862 at 4% or $81,241 at 6%; with 100% employer match about $91,396 at 4% or $60,931 at 6%.
2004111$745,090$41,548$3,777iApproximate average salary by contribution assumption: employee only about $94,427 at 4% or $62,952 at 6%; with 50% employer match about $62,952 at 4% or $41,968 at 6%; with 100% employer match about $47,214 at 4% or $31,476 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-11$745,090$41,548$3,777iApproximate average salary by contribution assumption: employee only about $94,427 at 4% or $62,952 at 6%; with 50% employer match about $62,952 at 4% or $41,968 at 6%; with 100% employer match about $47,214 at 4% or $31,476 at 6%.
2003111$664,669$44,777$4,071iApproximate average salary by contribution assumption: employee only about $101,766 at 4% or $67,844 at 6%; with 50% employer match about $67,844 at 4% or $45,229 at 6%; with 100% employer match about $50,883 at 4% or $33,922 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-11$664,669$44,777$4,071iApproximate average salary by contribution assumption: employee only about $101,766 at 4% or $67,844 at 6%; with 50% employer match about $67,844 at 4% or $45,229 at 6%; with 100% employer match about $50,883 at 4% or $33,922 at 6%.
2002113$622,708$57,345$4,411iApproximate average salary by contribution assumption: employee only about $110,279 at 4% or $73,519 at 6%; with 50% employer match about $73,519 at 4% or $49,013 at 6%; with 100% employer match about $55,139 at 4% or $36,760 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-13$622,708$57,345$4,411iApproximate average salary by contribution assumption: employee only about $110,279 at 4% or $73,519 at 6%; with 50% employer match about $73,519 at 4% or $49,013 at 6%; with 100% employer match about $55,139 at 4% or $36,760 at 6%.
2001117$656,575$67,412$3,965iApproximate average salary by contribution assumption: employee only about $99,135 at 4% or $66,090 at 6%; with 50% employer match about $66,090 at 4% or $44,060 at 6%; with 100% employer match about $49,568 at 4% or $33,045 at 6%.
Peterson, Berk & Cross, Sc Retirement Plan-17$656,575$67,412$3,965iApproximate average salary by contribution assumption: employee only about $99,135 at 4% or $66,090 at 6%; with 50% employer match about $66,090 at 4% or $44,060 at 6%; with 100% employer match about $49,568 at 4% or $33,045 at 6%.