KYLE D. OVERBY LLC
Plan context: OVERBY FINANCIAL 401(K) PLAN
EIN 20-0011874 • Clear Lake, WI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$553,377
2025 Contributions
$113,329
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 9 | $553,377 | $113,329 | $12,592iApproximate average salary by contribution assumption: employee only about $314,803 at 4% or $209,869 at 6%; with 50% employer match about $209,869 at 4% or $139,912 at 6%; with 100% employer match about $157,401 at 4% or $104,934 at 6%. |
| OVERBY FINANCIAL 401(K) PLAN | - | 9 | $553,377 | $113,329 | $12,592iApproximate average salary by contribution assumption: employee only about $314,803 at 4% or $209,869 at 6%; with 50% employer match about $209,869 at 4% or $139,912 at 6%; with 100% employer match about $157,401 at 4% or $104,934 at 6%. |
| 2024 | 1 | 9 | $372,153 | $110,073 | $12,230iApproximate average salary by contribution assumption: employee only about $305,758 at 4% or $203,839 at 6%; with 50% employer match about $203,839 at 4% or $135,893 at 6%; with 100% employer match about $152,879 at 4% or $101,919 at 6%. |
| OVERBY FINANCIAL 401(K) PLAN | - | 9 | $372,153 | $110,073 | $12,230iApproximate average salary by contribution assumption: employee only about $305,758 at 4% or $203,839 at 6%; with 50% employer match about $203,839 at 4% or $135,893 at 6%; with 100% employer match about $152,879 at 4% or $101,919 at 6%. |
| 2023 | 1 | 11 | $243,014 | $89,600 | $8,145iApproximate average salary by contribution assumption: employee only about $203,636 at 4% or $135,758 at 6%; with 50% employer match about $135,758 at 4% or $90,505 at 6%; with 100% employer match about $101,818 at 4% or $67,879 at 6%. |
| OVERBY FINANCIAL 401(K) PLAN | - | 11 | $243,014 | $89,600 | $8,145iApproximate average salary by contribution assumption: employee only about $203,636 at 4% or $135,758 at 6%; with 50% employer match about $135,758 at 4% or $90,505 at 6%; with 100% employer match about $101,818 at 4% or $67,879 at 6%. |
| 2022 | 1 | 10 | $119,675 | $76,458 | $7,646iApproximate average salary by contribution assumption: employee only about $191,145 at 4% or $127,430 at 6%; with 50% employer match about $127,430 at 4% or $84,953 at 6%; with 100% employer match about $95,573 at 4% or $63,715 at 6%. |
| OVERBY FINANCIAL 401(K) PLAN | - | 10 | $119,675 | $76,458 | $7,646iApproximate average salary by contribution assumption: employee only about $191,145 at 4% or $127,430 at 6%; with 50% employer match about $127,430 at 4% or $84,953 at 6%; with 100% employer match about $95,573 at 4% or $63,715 at 6%. |
| 2021 | 1 | 10 | $69,739 | $74,860 | $7,486iApproximate average salary by contribution assumption: employee only about $187,150 at 4% or $124,767 at 6%; with 50% employer match about $124,767 at 4% or $83,178 at 6%; with 100% employer match about $93,575 at 4% or $62,383 at 6%. |
| OVERBY FINANCIAL 401(K) PLAN | - | 10 | $69,739 | $74,860 | $7,486iApproximate average salary by contribution assumption: employee only about $187,150 at 4% or $124,767 at 6%; with 50% employer match about $124,767 at 4% or $83,178 at 6%; with 100% employer match about $93,575 at 4% or $62,383 at 6%. |