Civic Intelligence

The Chipstone Foundation

Plan context: The Chipstone Foundation Retirement Plan

EIN 39-6096593 • Milwaukee, WI • 26 filings • 3 plans

750 N Lincoln Memorial Dr Ste 405Milwaukee, WI 53202-4020
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$2,946,457

2024 Contributions

$217,204

Historical Graphs

Total Assets Over Time

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

$2,946,457$1,473,229$0200920172024YearValue
$2,946,457Latest year 2024

Participants Over Time

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

1050200920172024YearValue
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$2,946,457$217,204$21,720iApproximate average salary by contribution assumption: employee only about $543,010 at 4% or $362,007 at 6%; with 50% employer match about $362,007 at 4% or $241,338 at 6%; with 100% employer match about $271,505 at 4% or $181,003 at 6%.
The Chipstone Foundation Retirement Plan-10$2,946,457$217,204$21,720iApproximate average salary by contribution assumption: employee only about $543,010 at 4% or $362,007 at 6%; with 50% employer match about $362,007 at 4% or $241,338 at 6%; with 100% employer match about $271,505 at 4% or $181,003 at 6%.
2023210$2,904,494$246,390$24,639iApproximate average salary by contribution assumption: employee only about $615,975 at 4% or $410,650 at 6%; with 50% employer match about $410,650 at 4% or $273,767 at 6%; with 100% employer match about $307,988 at 4% or $205,325 at 6%.
The Chipstone Foundation Retirement Plan-10$2,904,494$188,919$18,892iApproximate average salary by contribution assumption: employee only about $472,298 at 4% or $314,865 at 6%; with 50% employer match about $314,865 at 4% or $209,910 at 6%; with 100% employer match about $236,149 at 4% or $157,433 at 6%.
THE CHIPSTONE FOUNDATION HEALTH PLAN-6-$57,471$9,579iApproximate average salary by contribution assumption: employee only about $239,463 at 4% or $159,642 at 6%; with 50% employer match about $159,642 at 4% or $106,428 at 6%; with 100% employer match about $119,731 at 4% or $79,821 at 6%.
202219$2,474,147$410,578$45,620iApproximate average salary by contribution assumption: employee only about $1,140,494 at 4% or $760,330 at 6%; with 50% employer match about $760,330 at 4% or $506,886 at 6%; with 100% employer match about $570,247 at 4% or $380,165 at 6%.
The Chipstone Foundation Retirement Plan-9$2,474,147$410,578$45,620iApproximate average salary by contribution assumption: employee only about $1,140,494 at 4% or $760,330 at 6%; with 50% employer match about $760,330 at 4% or $506,886 at 6%; with 100% employer match about $570,247 at 4% or $380,165 at 6%.
202118$2,540,248$144,832$18,104iApproximate average salary by contribution assumption: employee only about $452,600 at 4% or $301,733 at 6%; with 50% employer match about $301,733 at 4% or $201,156 at 6%; with 100% employer match about $226,300 at 4% or $150,867 at 6%.
The Chipstone Foundation Retirement Plan-8$2,540,248$144,832$18,104iApproximate average salary by contribution assumption: employee only about $452,600 at 4% or $301,733 at 6%; with 50% employer match about $301,733 at 4% or $201,156 at 6%; with 100% employer match about $226,300 at 4% or $150,867 at 6%.
202018$2,301,260$142,054$17,757iApproximate average salary by contribution assumption: employee only about $443,919 at 4% or $295,946 at 6%; with 50% employer match about $295,946 at 4% or $197,297 at 6%; with 100% employer match about $221,959 at 4% or $147,973 at 6%.
The Chipstone Foundation Retirement Plan-8$2,301,260$142,054$17,757iApproximate average salary by contribution assumption: employee only about $443,919 at 4% or $295,946 at 6%; with 50% employer match about $295,946 at 4% or $197,297 at 6%; with 100% employer match about $221,959 at 4% or $147,973 at 6%.
201916$1,973,730$155,622$25,937iApproximate average salary by contribution assumption: employee only about $648,425 at 4% or $432,283 at 6%; with 50% employer match about $432,283 at 4% or $288,189 at 6%; with 100% employer match about $324,213 at 4% or $216,142 at 6%.
The Chipstone Foundation Retirement Plan-6$1,973,730$155,622$25,937iApproximate average salary by contribution assumption: employee only about $648,425 at 4% or $432,283 at 6%; with 50% employer match about $432,283 at 4% or $288,189 at 6%; with 100% employer match about $324,213 at 4% or $216,142 at 6%.
201817$1,611,023$159,860$22,837iApproximate average salary by contribution assumption: employee only about $570,929 at 4% or $380,619 at 6%; with 50% employer match about $380,619 at 4% or $253,746 at 6%; with 100% employer match about $285,464 at 4% or $190,310 at 6%.
The Chipstone Foundation Retirement Plan-7$1,611,023$159,860$22,837iApproximate average salary by contribution assumption: employee only about $570,929 at 4% or $380,619 at 6%; with 50% employer match about $380,619 at 4% or $253,746 at 6%; with 100% employer match about $285,464 at 4% or $190,310 at 6%.
201717$1,505,251$145,698$20,814iApproximate average salary by contribution assumption: employee only about $520,350 at 4% or $346,900 at 6%; with 50% employer match about $346,900 at 4% or $231,267 at 6%; with 100% employer match about $260,175 at 4% or $173,450 at 6%.
The Chipstone Foundation Retirement Plan-7$1,505,251$145,698$20,814iApproximate average salary by contribution assumption: employee only about $520,350 at 4% or $346,900 at 6%; with 50% employer match about $346,900 at 4% or $231,267 at 6%; with 100% employer match about $260,175 at 4% or $173,450 at 6%.
201617$1,461,090$134,572$19,225iApproximate average salary by contribution assumption: employee only about $480,614 at 4% or $320,410 at 6%; with 50% employer match about $320,410 at 4% or $213,606 at 6%; with 100% employer match about $240,307 at 4% or $160,205 at 6%.
The Chipstone Foundation Retirement Plan-7$1,461,090$134,572$19,225iApproximate average salary by contribution assumption: employee only about $480,614 at 4% or $320,410 at 6%; with 50% employer match about $320,410 at 4% or $213,606 at 6%; with 100% employer match about $240,307 at 4% or $160,205 at 6%.
201516$1,249,013$130,845$21,808iApproximate average salary by contribution assumption: employee only about $545,188 at 4% or $363,458 at 6%; with 50% employer match about $363,458 at 4% or $242,306 at 6%; with 100% employer match about $272,594 at 4% or $181,729 at 6%.
The Chipstone Foundation Retirement Plan-6$1,249,013$130,845$21,808iApproximate average salary by contribution assumption: employee only about $545,188 at 4% or $363,458 at 6%; with 50% employer match about $363,458 at 4% or $242,306 at 6%; with 100% employer match about $272,594 at 4% or $181,729 at 6%.
201417$1,149,304$127,942$18,277iApproximate average salary by contribution assumption: employee only about $456,936 at 4% or $304,624 at 6%; with 50% employer match about $304,624 at 4% or $203,083 at 6%; with 100% employer match about $228,468 at 4% or $152,312 at 6%.
The Chipstone Foundation Retirement Plan-7$1,149,304$127,942$18,277iApproximate average salary by contribution assumption: employee only about $456,936 at 4% or $304,624 at 6%; with 50% employer match about $304,624 at 4% or $203,083 at 6%; with 100% employer match about $228,468 at 4% or $152,312 at 6%.
201318$1,411,770$123,916$15,490iApproximate average salary by contribution assumption: employee only about $387,238 at 4% or $258,158 at 6%; with 50% employer match about $258,158 at 4% or $172,106 at 6%; with 100% employer match about $193,619 at 4% or $129,079 at 6%.
The Chipstone Foundation Retirement Plan-8$1,411,770$123,916$15,490iApproximate average salary by contribution assumption: employee only about $387,238 at 4% or $258,158 at 6%; with 50% employer match about $258,158 at 4% or $172,106 at 6%; with 100% employer match about $193,619 at 4% or $129,079 at 6%.
201217$1,132,532$114,853$16,408iApproximate average salary by contribution assumption: employee only about $410,189 at 4% or $273,460 at 6%; with 50% employer match about $273,460 at 4% or $182,306 at 6%; with 100% employer match about $205,095 at 4% or $136,730 at 6%.
The Chipstone Foundation Retirement Plan-7$1,132,532$114,853$16,408iApproximate average salary by contribution assumption: employee only about $410,189 at 4% or $273,460 at 6%; with 50% employer match about $273,460 at 4% or $182,306 at 6%; with 100% employer match about $205,095 at 4% or $136,730 at 6%.
201118$1,043,028$123,262$15,408iApproximate average salary by contribution assumption: employee only about $385,194 at 4% or $256,796 at 6%; with 50% employer match about $256,796 at 4% or $171,197 at 6%; with 100% employer match about $192,597 at 4% or $128,398 at 6%.
The Chipstone Foundation Retirement Plan-8$1,043,028$123,262$15,408iApproximate average salary by contribution assumption: employee only about $385,194 at 4% or $256,796 at 6%; with 50% employer match about $256,796 at 4% or $171,197 at 6%; with 100% employer match about $192,597 at 4% or $128,398 at 6%.
201019$1,117,707$118,577$13,175iApproximate average salary by contribution assumption: employee only about $329,381 at 4% or $219,587 at 6%; with 50% employer match about $219,587 at 4% or $146,391 at 6%; with 100% employer match about $164,690 at 4% or $109,794 at 6%.
The Chipstone Foundation Retirement Plan-9$1,117,707$118,577$13,175iApproximate average salary by contribution assumption: employee only about $329,381 at 4% or $219,587 at 6%; with 50% employer match about $219,587 at 4% or $146,391 at 6%; with 100% employer match about $164,690 at 4% or $109,794 at 6%.
200918$884,593$96,724$12,091iApproximate average salary by contribution assumption: employee only about $302,263 at 4% or $201,508 at 6%; with 50% employer match about $201,508 at 4% or $134,339 at 6%; with 100% employer match about $151,131 at 4% or $100,754 at 6%.
The Chipstone Foundation Retirement Plan-8$884,593$96,724$12,091iApproximate average salary by contribution assumption: employee only about $302,263 at 4% or $201,508 at 6%; with 50% employer match about $201,508 at 4% or $134,339 at 6%; with 100% employer match about $151,131 at 4% or $100,754 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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