Civic Intelligence

Guidance Mortgage LLC

Plan context: Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust

EIN 14-1846484 • Brookfield, WI • 20 filings • 4 plans

14380 W Capitol Dr Ste 1Brookfield, WI 53005-2323
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,639,455

2025 Contributions

$115,989

Historical Graphs

Total Assets Over Time

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

$1,639,455$819,728$0200620162025YearValue
$1,639,455Latest year 2025

Participants Over Time

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

1050200620162025YearValue
7Latest 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
202517$1,639,455$115,989$16,570iApproximate average salary by contribution assumption: employee only about $414,246 at 4% or $276,164 at 6%; with 50% employer match about $276,164 at 4% or $184,110 at 6%; with 100% employer match about $207,123 at 4% or $138,082 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-7$1,639,455$115,989$16,570iApproximate average salary by contribution assumption: employee only about $414,246 at 4% or $276,164 at 6%; with 50% employer match about $276,164 at 4% or $184,110 at 6%; with 100% employer match about $207,123 at 4% or $138,082 at 6%.
202419$1,485,403$89,642$9,960iApproximate average salary by contribution assumption: employee only about $249,006 at 4% or $166,004 at 6%; with 50% employer match about $166,004 at 4% or $110,669 at 6%; with 100% employer match about $124,503 at 4% or $83,002 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-9$1,485,403$89,642$9,960iApproximate average salary by contribution assumption: employee only about $249,006 at 4% or $166,004 at 6%; with 50% employer match about $166,004 at 4% or $110,669 at 6%; with 100% employer match about $124,503 at 4% or $83,002 at 6%.
202319$1,215,595$76,523$8,503iApproximate average salary by contribution assumption: employee only about $212,564 at 4% or $141,709 at 6%; with 50% employer match about $141,709 at 4% or $94,473 at 6%; with 100% employer match about $106,282 at 4% or $70,855 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-9$1,215,595$76,523$8,503iApproximate average salary by contribution assumption: employee only about $212,564 at 4% or $141,709 at 6%; with 50% employer match about $141,709 at 4% or $94,473 at 6%; with 100% employer match about $106,282 at 4% or $70,855 at 6%.
202219$973,420$96,650$10,739iApproximate average salary by contribution assumption: employee only about $268,472 at 4% or $178,981 at 6%; with 50% employer match about $178,981 at 4% or $119,321 at 6%; with 100% employer match about $134,236 at 4% or $89,491 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-9$973,420$96,650$10,739iApproximate average salary by contribution assumption: employee only about $268,472 at 4% or $178,981 at 6%; with 50% employer match about $178,981 at 4% or $119,321 at 6%; with 100% employer match about $134,236 at 4% or $89,491 at 6%.
2021110$1,075,639$155,617$15,562iApproximate average salary by contribution assumption: employee only about $389,043 at 4% or $259,362 at 6%; with 50% employer match about $259,362 at 4% or $172,908 at 6%; with 100% employer match about $194,521 at 4% or $129,681 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-10$1,075,639$155,617$15,562iApproximate average salary by contribution assumption: employee only about $389,043 at 4% or $259,362 at 6%; with 50% employer match about $259,362 at 4% or $172,908 at 6%; with 100% employer match about $194,521 at 4% or $129,681 at 6%.
202019$806,906$157,993$17,555iApproximate average salary by contribution assumption: employee only about $438,869 at 4% or $292,580 at 6%; with 50% employer match about $292,580 at 4% or $195,053 at 6%; with 100% employer match about $219,435 at 4% or $146,290 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-9$806,906$157,993$17,555iApproximate average salary by contribution assumption: employee only about $438,869 at 4% or $292,580 at 6%; with 50% employer match about $292,580 at 4% or $195,053 at 6%; with 100% employer match about $219,435 at 4% or $146,290 at 6%.
2019110$561,266$124,610$12,461iApproximate average salary by contribution assumption: employee only about $311,525 at 4% or $207,683 at 6%; with 50% employer match about $207,683 at 4% or $138,456 at 6%; with 100% employer match about $155,763 at 4% or $103,842 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-10$561,266$124,610$12,461iApproximate average salary by contribution assumption: employee only about $311,525 at 4% or $207,683 at 6%; with 50% employer match about $207,683 at 4% or $138,456 at 6%; with 100% employer match about $155,763 at 4% or $103,842 at 6%.
201818$370,130$64,109$8,014iApproximate average salary by contribution assumption: employee only about $200,341 at 4% or $133,560 at 6%; with 50% employer match about $133,560 at 4% or $89,040 at 6%; with 100% employer match about $100,170 at 4% or $66,780 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-8$370,130$64,109$8,014iApproximate average salary by contribution assumption: employee only about $200,341 at 4% or $133,560 at 6%; with 50% employer match about $133,560 at 4% or $89,040 at 6%; with 100% employer match about $100,170 at 4% or $66,780 at 6%.
201718$324,470$69,646$8,706iApproximate average salary by contribution assumption: employee only about $217,644 at 4% or $145,096 at 6%; with 50% employer match about $145,096 at 4% or $96,731 at 6%; with 100% employer match about $108,822 at 4% or $72,548 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-8$324,470$69,646$8,706iApproximate average salary by contribution assumption: employee only about $217,644 at 4% or $145,096 at 6%; with 50% employer match about $145,096 at 4% or $96,731 at 6%; with 100% employer match about $108,822 at 4% or $72,548 at 6%.
201617$222,864$82,411$11,773iApproximate average salary by contribution assumption: employee only about $294,325 at 4% or $196,217 at 6%; with 50% employer match about $196,217 at 4% or $130,811 at 6%; with 100% employer match about $147,163 at 4% or $98,108 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-7$222,864$82,411$11,773iApproximate average salary by contribution assumption: employee only about $294,325 at 4% or $196,217 at 6%; with 50% employer match about $196,217 at 4% or $130,811 at 6%; with 100% employer match about $147,163 at 4% or $98,108 at 6%.
201516$138,234$24,191$4,032iApproximate average salary by contribution assumption: employee only about $100,796 at 4% or $67,197 at 6%; with 50% employer match about $67,197 at 4% or $44,798 at 6%; with 100% employer match about $50,398 at 4% or $33,599 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-6$138,234$24,191$4,032iApproximate average salary by contribution assumption: employee only about $100,796 at 4% or $67,197 at 6%; with 50% employer match about $67,197 at 4% or $44,798 at 6%; with 100% employer match about $50,398 at 4% or $33,599 at 6%.
201411$112,508$0-
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-1$112,508$0-
201311$110,618$17,600$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-1$110,618$17,600$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
201211$80,086$12,600$12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-1$80,086$12,600$12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%.
201111$64,907$0-
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-1$64,907$0-
201012$76,432$24,400$12,200iApproximate average salary by contribution assumption: employee only about $305,000 at 4% or $203,333 at 6%; with 50% employer match about $203,333 at 4% or $135,556 at 6%; with 100% employer match about $152,500 at 4% or $101,667 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-2$76,432$24,400$12,200iApproximate average salary by contribution assumption: employee only about $305,000 at 4% or $203,333 at 6%; with 50% employer match about $203,333 at 4% or $135,556 at 6%; with 100% employer match about $152,500 at 4% or $101,667 at 6%.
200926$89,425$15,606$2,601iApproximate average salary by contribution assumption: employee only about $65,025 at 4% or $43,350 at 6%; with 50% employer match about $43,350 at 4% or $28,900 at 6%; with 100% employer match about $32,513 at 4% or $21,675 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-2$49,446$171$86iApproximate average salary by contribution assumption: employee only about $2,138 at 4% or $1,425 at 6%; with 50% employer match about $1,425 at 4% or $950 at 6%; with 100% employer match about $1,069 at 4% or $713 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-6$39,979$15,435$2,573iApproximate average salary by contribution assumption: employee only about $64,313 at 4% or $42,875 at 6%; with 50% employer match about $42,875 at 4% or $28,583 at 6%; with 100% employer match about $32,156 at 4% or $21,438 at 6%.
200715$38,433$32,515$6,503iApproximate average salary by contribution assumption: employee only about $162,575 at 4% or $108,383 at 6%; with 50% employer match about $108,383 at 4% or $72,256 at 6%; with 100% employer match about $81,288 at 4% or $54,192 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-5$38,433$32,515$6,503iApproximate average salary by contribution assumption: employee only about $162,575 at 4% or $108,383 at 6%; with 50% employer match about $108,383 at 4% or $72,256 at 6%; with 100% employer match about $81,288 at 4% or $54,192 at 6%.
200615$2,878$2,711$542iApproximate average salary by contribution assumption: employee only about $13,555 at 4% or $9,037 at 6%; with 50% employer match about $9,037 at 4% or $6,024 at 6%; with 100% employer match about $6,778 at 4% or $4,518 at 6%.
Guidance Mortgage LLC 401(K) Profit Sharing Plan & Trust-5$2,878$2,711$542iApproximate average salary by contribution assumption: employee only about $13,555 at 4% or $9,037 at 6%; with 50% employer match about $9,037 at 4% or $6,024 at 6%; with 100% employer match about $6,778 at 4% or $4,518 at 6%.