Civic Intelligence

Financial Solutions LLC

Plan context: Financial Solutions LLC 401K Savings Plan

EIN 02-0656520 • Waukesha, WI • 32 filings • 5 plans

1900 Airport Road Suite AWaukesha, WI 53188
Current Snapshot

Latest Year

2023

2023 Participants

13

2023 Assets

$9,497,346

2023 Contributions

$424,918

Historical Graphs

Total Assets Over Time

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

$10,591,017$5,295,509$0200320132022YearValue
$9,497,346Latest year 2022

Participants Over Time

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

46230200320132022YearValue
13Latest year 2022

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
202320$0$424,918-
Financial Solutions LLC 401K Savings Plan-0$0$424,918-
FINANCIAL SOLUTIONS, LLC CASH BALANCE PENSION PLAN-0$0$0-
2022213$9,497,346$765,041$58,849iApproximate average salary by contribution assumption: employee only about $1,471,233 at 4% or $980,822 at 6%; with 50% employer match about $980,822 at 4% or $653,881 at 6%; with 100% employer match about $735,616 at 4% or $490,411 at 6%.
Financial Solutions LLC 401K Savings Plan-13$7,648,771$349,006$26,847iApproximate average salary by contribution assumption: employee only about $671,165 at 4% or $447,444 at 6%; with 50% employer match about $447,444 at 4% or $298,296 at 6%; with 100% employer match about $335,583 at 4% or $223,722 at 6%.
FINANCIAL SOLUTIONS, LLC CASH BALANCE PENSION PLAN-9$1,848,575$416,035$46,226iApproximate average salary by contribution assumption: employee only about $1,155,653 at 4% or $770,435 at 6%; with 50% employer match about $770,435 at 4% or $513,623 at 6%; with 100% employer match about $577,826 at 4% or $385,218 at 6%.
2021213$10,591,017$750,175$57,706iApproximate average salary by contribution assumption: employee only about $1,442,644 at 4% or $961,763 at 6%; with 50% employer match about $961,763 at 4% or $641,175 at 6%; with 100% employer match about $721,322 at 4% or $480,881 at 6%.
Financial Solutions LLC 401K Savings Plan-13$8,935,875$350,175$26,937iApproximate average salary by contribution assumption: employee only about $673,413 at 4% or $448,942 at 6%; with 50% employer match about $448,942 at 4% or $299,295 at 6%; with 100% employer match about $336,707 at 4% or $224,471 at 6%.
FINANCIAL SOLUTIONS, LLC CASH BALANCE PENSION PLAN-12$1,655,142$400,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
2020213$8,550,556$525,306$40,408iApproximate average salary by contribution assumption: employee only about $1,010,204 at 4% or $673,469 at 6%; with 50% employer match about $673,469 at 4% or $448,979 at 6%; with 100% employer match about $505,102 at 4% or $336,735 at 6%.
Financial Solutions LLC 401K Savings Plan-13$7,406,274$351,878$27,068iApproximate average salary by contribution assumption: employee only about $676,688 at 4% or $451,126 at 6%; with 50% employer match about $451,126 at 4% or $300,750 at 6%; with 100% employer match about $338,344 at 4% or $225,563 at 6%.
FINANCIAL SOLUTIONS, LLC CASH BALANCE PENSION PLAN-10$1,144,282$173,428$17,343iApproximate average salary by contribution assumption: employee only about $433,570 at 4% or $289,047 at 6%; with 50% employer match about $289,047 at 4% or $192,698 at 6%; with 100% employer match about $216,785 at 4% or $144,523 at 6%.
2019213$6,902,575$546,367$42,028iApproximate average salary by contribution assumption: employee only about $1,050,706 at 4% or $700,471 at 6%; with 50% employer match about $700,471 at 4% or $466,980 at 6%; with 100% employer match about $525,353 at 4% or $350,235 at 6%.
Financial Solutions LLC 401K Savings Plan-13$6,043,918$338,367$26,028iApproximate average salary by contribution assumption: employee only about $650,706 at 4% or $433,804 at 6%; with 50% employer match about $433,804 at 4% or $289,203 at 6%; with 100% employer match about $325,353 at 4% or $216,902 at 6%.
FINANCIAL SOLUTIONS, LLC CASH BALANCE PENSION PLAN-9$858,657$208,000$23,111iApproximate average salary by contribution assumption: employee only about $577,778 at 4% or $385,185 at 6%; with 50% employer match about $385,185 at 4% or $256,790 at 6%; with 100% employer match about $288,889 at 4% or $192,593 at 6%.
2018214$5,905,858$514,607$36,758iApproximate average salary by contribution assumption: employee only about $918,941 at 4% or $612,627 at 6%; with 50% employer match about $612,627 at 4% or $408,418 at 6%; with 100% employer match about $459,471 at 4% or $306,314 at 6%.
Financial Solutions LLC 401K Savings Plan-14$5,346,880$334,607$23,901iApproximate average salary by contribution assumption: employee only about $597,513 at 4% or $398,342 at 6%; with 50% employer match about $398,342 at 4% or $265,561 at 6%; with 100% employer match about $298,756 at 4% or $199,171 at 6%.
FINANCIAL SOLUTIONS, LLC CASH BALANCE PENSION PLAN-10$558,978$180,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
2017213$5,772,961$380,948$29,304iApproximate average salary by contribution assumption: employee only about $732,592 at 4% or $488,395 at 6%; with 50% employer match about $488,395 at 4% or $325,597 at 6%; with 100% employer match about $366,296 at 4% or $244,197 at 6%.
Financial Solutions LLC 401K Savings Plan-13$5,378,057$323,967$24,921iApproximate average salary by contribution assumption: employee only about $623,013 at 4% or $415,342 at 6%; with 50% employer match about $415,342 at 4% or $276,895 at 6%; with 100% employer match about $311,507 at 4% or $207,671 at 6%.
FINANCIAL SOLUTIONS, LLC CASH BALANCE PENSION PLAN-8$394,904$56,981$7,123iApproximate average salary by contribution assumption: employee only about $178,066 at 4% or $118,710 at 6%; with 50% employer match about $118,710 at 4% or $79,140 at 6%; with 100% employer match about $89,033 at 4% or $59,355 at 6%.
2016213$4,577,570$435,573$33,506iApproximate average salary by contribution assumption: employee only about $837,640 at 4% or $558,427 at 6%; with 50% employer match about $558,427 at 4% or $372,285 at 6%; with 100% employer match about $418,820 at 4% or $279,213 at 6%.
Financial Solutions LLC 401K Savings Plan-13$4,266,591$378,961$29,151iApproximate average salary by contribution assumption: employee only about $728,771 at 4% or $485,847 at 6%; with 50% employer match about $485,847 at 4% or $323,898 at 6%; with 100% employer match about $364,386 at 4% or $242,924 at 6%.
FINANCIAL SOLUTIONS LLC CASH BALANCE PENSION PLAN-10$310,979$56,612$5,661iApproximate average salary by contribution assumption: employee only about $141,530 at 4% or $94,353 at 6%; with 50% employer match about $94,353 at 4% or $62,902 at 6%; with 100% employer match about $70,765 at 4% or $47,177 at 6%.
201529$4,684,255$682,223$75,803iApproximate average salary by contribution assumption: employee only about $1,895,064 at 4% or $1,263,376 at 6%; with 50% employer match about $1,263,376 at 4% or $842,251 at 6%; with 100% employer match about $947,532 at 4% or $631,688 at 6%.
Financial Solutions LLC 401K Savings Plan-9$3,678,204$208,254$23,139iApproximate average salary by contribution assumption: employee only about $578,483 at 4% or $385,656 at 6%; with 50% employer match about $385,656 at 4% or $257,104 at 6%; with 100% employer match about $289,242 at 4% or $192,828 at 6%.
FINANCIAL SOLUTIONS LLC CASH BALANCE PENSION PLAN-8$1,006,051$473,969$59,246iApproximate average salary by contribution assumption: employee only about $1,481,153 at 4% or $987,435 at 6%; with 50% employer match about $987,435 at 4% or $658,290 at 6%; with 100% employer match about $740,577 at 4% or $493,718 at 6%.
201428$3,995,669$445,328$55,666iApproximate average salary by contribution assumption: employee only about $1,391,650 at 4% or $927,767 at 6%; with 50% employer match about $927,767 at 4% or $618,511 at 6%; with 100% employer match about $695,825 at 4% or $463,883 at 6%.
Financial Solutions LLC 401K Savings Plan-8$3,471,423$187,735$23,467iApproximate average salary by contribution assumption: employee only about $586,672 at 4% or $391,115 at 6%; with 50% employer match about $391,115 at 4% or $260,743 at 6%; with 100% employer match about $293,336 at 4% or $195,557 at 6%.
FINANCIAL SOLUTIONS LLC CASH BALANCE PENSION PLAN-7$524,246$257,593$36,799iApproximate average salary by contribution assumption: employee only about $919,975 at 4% or $613,317 at 6%; with 50% employer match about $613,317 at 4% or $408,878 at 6%; with 100% employer match about $459,988 at 4% or $306,658 at 6%.
201328$3,368,662$447,948$55,994iApproximate average salary by contribution assumption: employee only about $1,399,838 at 4% or $933,225 at 6%; with 50% employer match about $933,225 at 4% or $622,150 at 6%; with 100% employer match about $699,919 at 4% or $466,613 at 6%.
Financial Solutions LLC 401K Savings Plan-8$3,106,913$186,199$23,275iApproximate average salary by contribution assumption: employee only about $581,872 at 4% or $387,915 at 6%; with 50% employer match about $387,915 at 4% or $258,610 at 6%; with 100% employer match about $290,936 at 4% or $193,957 at 6%.
FINANCIAL SOLUTIONS LLC CASH BALANCE PENSION PLAN-5$261,749$261,749$52,350iApproximate average salary by contribution assumption: employee only about $1,308,745 at 4% or $872,497 at 6%; with 50% employer match about $872,497 at 4% or $581,664 at 6%; with 100% employer match about $654,373 at 4% or $436,248 at 6%.
201218$2,381,127$193,453$24,182iApproximate average salary by contribution assumption: employee only about $604,541 at 4% or $403,027 at 6%; with 50% employer match about $403,027 at 4% or $268,685 at 6%; with 100% employer match about $302,270 at 4% or $201,514 at 6%.
Financial Solutions LLC 401K Savings Plan-8$2,381,127$193,453$24,182iApproximate average salary by contribution assumption: employee only about $604,541 at 4% or $403,027 at 6%; with 50% employer match about $403,027 at 4% or $268,685 at 6%; with 100% employer match about $302,270 at 4% or $201,514 at 6%.
201118$1,871,796$183,206$22,901iApproximate average salary by contribution assumption: employee only about $572,519 at 4% or $381,679 at 6%; with 50% employer match about $381,679 at 4% or $254,453 at 6%; with 100% employer match about $286,259 at 4% or $190,840 at 6%.
Financial Solutions LLC 401K Savings Plan-8$1,871,796$183,206$22,901iApproximate average salary by contribution assumption: employee only about $572,519 at 4% or $381,679 at 6%; with 50% employer match about $381,679 at 4% or $254,453 at 6%; with 100% employer match about $286,259 at 4% or $190,840 at 6%.
201017$1,771,245$161,931$23,133iApproximate average salary by contribution assumption: employee only about $578,325 at 4% or $385,550 at 6%; with 50% employer match about $385,550 at 4% or $257,033 at 6%; with 100% employer match about $289,163 at 4% or $192,775 at 6%.
Financial Solutions LLC 401K Savings Plan-7$1,771,245$161,931$23,133iApproximate average salary by contribution assumption: employee only about $578,325 at 4% or $385,550 at 6%; with 50% employer match about $385,550 at 4% or $257,033 at 6%; with 100% employer match about $289,163 at 4% or $192,775 at 6%.
200917$1,406,606$156,313$22,330iApproximate average salary by contribution assumption: employee only about $558,261 at 4% or $372,174 at 6%; with 50% employer match about $372,174 at 4% or $248,116 at 6%; with 100% employer match about $279,130 at 4% or $186,087 at 6%.
Financial Solutions LLC 401K Savings Plan-7$1,406,606$156,313$22,330iApproximate average salary by contribution assumption: employee only about $558,261 at 4% or $372,174 at 6%; with 50% employer match about $372,174 at 4% or $248,116 at 6%; with 100% employer match about $279,130 at 4% or $186,087 at 6%.
200817$918,410$151,839$21,691iApproximate average salary by contribution assumption: employee only about $542,282 at 4% or $361,521 at 6%; with 50% employer match about $361,521 at 4% or $241,014 at 6%; with 100% employer match about $271,141 at 4% or $180,761 at 6%.
Financial Solutions LLC 401K Savings Plan-7$918,410$151,839$21,691iApproximate average salary by contribution assumption: employee only about $542,282 at 4% or $361,521 at 6%; with 50% employer match about $361,521 at 4% or $241,014 at 6%; with 100% employer match about $271,141 at 4% or $180,761 at 6%.
200718$1,224,798$161,510$20,189iApproximate average salary by contribution assumption: employee only about $504,719 at 4% or $336,479 at 6%; with 50% employer match about $336,479 at 4% or $224,319 at 6%; with 100% employer match about $252,359 at 4% or $168,240 at 6%.
Financial Solutions LLC 401K Savings Plan-8$1,224,798$161,510$20,189iApproximate average salary by contribution assumption: employee only about $504,719 at 4% or $336,479 at 6%; with 50% employer match about $336,479 at 4% or $224,319 at 6%; with 100% employer match about $252,359 at 4% or $168,240 at 6%.
2006146$1,693,544$439,319$9,550iApproximate average salary by contribution assumption: employee only about $238,760 at 4% or $159,174 at 6%; with 50% employer match about $159,174 at 4% or $106,116 at 6%; with 100% employer match about $119,380 at 4% or $79,587 at 6%.
Financial Solutions LLC 401K Savings Plan-46$1,693,544$439,319$9,550iApproximate average salary by contribution assumption: employee only about $238,760 at 4% or $159,174 at 6%; with 50% employer match about $159,174 at 4% or $106,116 at 6%; with 100% employer match about $119,380 at 4% or $79,587 at 6%.
2005127$1,038,960$308,484$11,425iApproximate average salary by contribution assumption: employee only about $285,633 at 4% or $190,422 at 6%; with 50% employer match about $190,422 at 4% or $126,948 at 6%; with 100% employer match about $142,817 at 4% or $95,211 at 6%.
Financial Solutions LLC 401K Savings Plan-27$1,038,960$308,484$11,425iApproximate average salary by contribution assumption: employee only about $285,633 at 4% or $190,422 at 6%; with 50% employer match about $190,422 at 4% or $126,948 at 6%; with 100% employer match about $142,817 at 4% or $95,211 at 6%.
2004126$649,397$357,332$13,744iApproximate average salary by contribution assumption: employee only about $343,588 at 4% or $229,059 at 6%; with 50% employer match about $229,059 at 4% or $152,706 at 6%; with 100% employer match about $171,794 at 4% or $114,529 at 6%.
Financial Solutions LLC 401K Savings Plan-26$649,397$357,332$13,744iApproximate average salary by contribution assumption: employee only about $343,588 at 4% or $229,059 at 6%; with 50% employer match about $229,059 at 4% or $152,706 at 6%; with 100% employer match about $171,794 at 4% or $114,529 at 6%.
200316$237,749$67,942$11,324iApproximate average salary by contribution assumption: employee only about $283,092 at 4% or $188,728 at 6%; with 50% employer match about $188,728 at 4% or $125,819 at 6%; with 100% employer match about $141,546 at 4% or $94,364 at 6%.
Financial Solutions LLC 401K Savings Plan-6$237,749$67,942$11,324iApproximate average salary by contribution assumption: employee only about $283,092 at 4% or $188,728 at 6%; with 50% employer match about $188,728 at 4% or $125,819 at 6%; with 100% employer match about $141,546 at 4% or $94,364 at 6%.