Civic Intelligence

William J. Kalmer

Plan context: William J. Kalmer, Clu Money Purchase Plan & Trust

EIN 39-6260931 • Fox Lake, WI • 20 filings • 9 plans

103 Industrial DriveFox Lake, WI 53933
Current Snapshot

Latest Year

2013

2013 Participants

21

2013 Assets

$763,899

2013 Contributions

$48,821

Historical Graphs

Total Assets Over Time

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

$2,497,226$1,248,613$0199920052013YearValue
$763,899Latest year 2013

Participants Over Time

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

54270199920052013YearValue
21Latest year 2013

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
2013121$763,899$48,821$2,325iApproximate average salary by contribution assumption: employee only about $58,120 at 4% or $38,747 at 6%; with 50% employer match about $38,747 at 4% or $25,831 at 6%; with 100% employer match about $29,060 at 4% or $19,373 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-21$763,899$48,821$2,325iApproximate average salary by contribution assumption: employee only about $58,120 at 4% or $38,747 at 6%; with 50% employer match about $38,747 at 4% or $25,831 at 6%; with 100% employer match about $29,060 at 4% or $19,373 at 6%.
2009122$522,316$38,161$1,735iApproximate average salary by contribution assumption: employee only about $43,365 at 4% or $28,910 at 6%; with 50% employer match about $28,910 at 4% or $19,273 at 6%; with 100% employer match about $21,682 at 4% or $14,455 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-22$522,316$38,161$1,735iApproximate average salary by contribution assumption: employee only about $43,365 at 4% or $28,910 at 6%; with 50% employer match about $28,910 at 4% or $19,273 at 6%; with 100% employer match about $21,682 at 4% or $14,455 at 6%.
2008122$625,255$37,955$1,725iApproximate average salary by contribution assumption: employee only about $43,131 at 4% or $28,754 at 6%; with 50% employer match about $28,754 at 4% or $19,169 at 6%; with 100% employer match about $21,565 at 4% or $14,377 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-22$625,255$37,955$1,725iApproximate average salary by contribution assumption: employee only about $43,131 at 4% or $28,754 at 6%; with 50% employer match about $28,754 at 4% or $19,169 at 6%; with 100% employer match about $21,565 at 4% or $14,377 at 6%.
2007127$817,479$44,538$1,650iApproximate average salary by contribution assumption: employee only about $41,239 at 4% or $27,493 at 6%; with 50% employer match about $27,493 at 4% or $18,328 at 6%; with 100% employer match about $20,619 at 4% or $13,746 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-27$817,479$44,538$1,650iApproximate average salary by contribution assumption: employee only about $41,239 at 4% or $27,493 at 6%; with 50% employer match about $27,493 at 4% or $18,328 at 6%; with 100% employer match about $20,619 at 4% or $13,746 at 6%.
2006127$867,996$49,474$1,832iApproximate average salary by contribution assumption: employee only about $45,809 at 4% or $30,540 at 6%; with 50% employer match about $30,540 at 4% or $20,360 at 6%; with 100% employer match about $22,905 at 4% or $15,270 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-27$867,996$49,474$1,832iApproximate average salary by contribution assumption: employee only about $45,809 at 4% or $30,540 at 6%; with 50% employer match about $30,540 at 4% or $20,360 at 6%; with 100% employer match about $22,905 at 4% or $15,270 at 6%.
2005128$748,043$54,436$1,944iApproximate average salary by contribution assumption: employee only about $48,604 at 4% or $32,402 at 6%; with 50% employer match about $32,402 at 4% or $21,602 at 6%; with 100% employer match about $24,302 at 4% or $16,201 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-28$748,043$54,436$1,944iApproximate average salary by contribution assumption: employee only about $48,604 at 4% or $32,402 at 6%; with 50% employer match about $32,402 at 4% or $21,602 at 6%; with 100% employer match about $24,302 at 4% or $16,201 at 6%.
2004128$669,467$82,937$2,962iApproximate average salary by contribution assumption: employee only about $74,051 at 4% or $49,367 at 6%; with 50% employer match about $49,367 at 4% or $32,912 at 6%; with 100% employer match about $37,025 at 4% or $24,684 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-28$669,467$82,937$2,962iApproximate average salary by contribution assumption: employee only about $74,051 at 4% or $49,367 at 6%; with 50% employer match about $49,367 at 4% or $32,912 at 6%; with 100% employer match about $37,025 at 4% or $24,684 at 6%.
2003334$2,497,226$229,000$6,735iApproximate average salary by contribution assumption: employee only about $168,382 at 4% or $112,255 at 6%; with 50% employer match about $112,255 at 4% or $74,837 at 6%; with 100% employer match about $84,191 at 4% or $56,127 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-34$1,578,284$229,000$6,735iApproximate average salary by contribution assumption: employee only about $168,382 at 4% or $112,255 at 6%; with 50% employer match about $112,255 at 4% or $74,837 at 6%; with 100% employer match about $84,191 at 4% or $56,127 at 6%.
WILLIAM J. KALMER, CLU PROFIT SHARING PLAN & TRUST-4$918,942--
William J. Kalmer, Clu Money Purchase Plan & Trust-29---
2002437$2,268,318$450,042$12,163iApproximate average salary by contribution assumption: employee only about $304,082 at 4% or $202,722 at 6%; with 50% employer match about $202,722 at 4% or $135,148 at 6%; with 100% employer match about $152,041 at 4% or $101,361 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-37$1,057,162$220,441$5,958iApproximate average salary by contribution assumption: employee only about $148,947 at 4% or $99,298 at 6%; with 50% employer match about $99,298 at 4% or $66,198 at 6%; with 100% employer match about $74,473 at 4% or $49,649 at 6%.
WILLIAM J KALMER, CLU, LTD PROFIT SHARING PLAN AND TRUST-4$735,419$185,027$46,257iApproximate average salary by contribution assumption: employee only about $1,156,419 at 4% or $770,946 at 6%; with 50% employer match about $770,946 at 4% or $513,964 at 6%; with 100% employer match about $578,209 at 4% or $385,473 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-27$475,737$44,574$1,651iApproximate average salary by contribution assumption: employee only about $41,272 at 4% or $27,515 at 6%; with 50% employer match about $27,515 at 4% or $18,343 at 6%; with 100% employer match about $20,636 at 4% or $13,757 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-0---
2001354$0$0-
William J. Kalmer, Clu Money Purchase Plan & Trust-5---
William J. Kalmer, Clu Money Purchase Plan & Trust-36---
William J. Kalmer, Clu Money Purchase Plan & Trust-54---
2000242$997,363$122,473$2,916iApproximate average salary by contribution assumption: employee only about $72,901 at 4% or $48,600 at 6%; with 50% employer match about $48,600 at 4% or $32,400 at 6%; with 100% employer match about $36,450 at 4% or $24,300 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-42$997,363$122,473$2,916iApproximate average salary by contribution assumption: employee only about $72,901 at 4% or $48,600 at 6%; with 50% employer match about $48,600 at 4% or $32,400 at 6%; with 100% employer match about $36,450 at 4% or $24,300 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-0---
199913$537,663$3,208$1,069iApproximate average salary by contribution assumption: employee only about $26,733 at 4% or $17,822 at 6%; with 50% employer match about $17,822 at 4% or $11,881 at 6%; with 100% employer match about $13,367 at 4% or $8,911 at 6%.
William J. Kalmer, Clu Money Purchase Plan & Trust-3$537,663$3,208$1,069iApproximate average salary by contribution assumption: employee only about $26,733 at 4% or $17,822 at 6%; with 50% employer match about $17,822 at 4% or $11,881 at 6%; with 100% employer match about $13,367 at 4% or $8,911 at 6%.