Civic Intelligence

Enrich Financial Partners LLC

Plan context: Enrich Financial Partners LLC Savings & Retirement Plan

EIN 20-0075906 • Madison, WI • 19 filings • 3 plans

6502 Grand Teton Plaza, Suite 201Madison, WI 53719
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$5,709,060

2025 Contributions

$293,878

Historical Graphs

Total Assets Over Time

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

$5,709,060$2,854,530$0200820172025YearValue
$5,709,060Latest year 2025

Participants Over Time

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

1050200720162025YearValue
10Latest 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
2025110$5,709,060$293,878$29,388iApproximate average salary by contribution assumption: employee only about $734,695 at 4% or $489,797 at 6%; with 50% employer match about $489,797 at 4% or $326,531 at 6%; with 100% employer match about $367,348 at 4% or $244,898 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-10$5,709,060$293,878$29,388iApproximate average salary by contribution assumption: employee only about $734,695 at 4% or $489,797 at 6%; with 50% employer match about $489,797 at 4% or $326,531 at 6%; with 100% employer match about $367,348 at 4% or $244,898 at 6%.
202419$4,550,666$821,577$91,286iApproximate average salary by contribution assumption: employee only about $2,282,158 at 4% or $1,521,439 at 6%; with 50% employer match about $1,521,439 at 4% or $1,014,293 at 6%; with 100% employer match about $1,141,079 at 4% or $760,719 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-9$4,550,666$821,577$91,286iApproximate average salary by contribution assumption: employee only about $2,282,158 at 4% or $1,521,439 at 6%; with 50% employer match about $1,521,439 at 4% or $1,014,293 at 6%; with 100% employer match about $1,141,079 at 4% or $760,719 at 6%.
202319$3,263,170$251,544$27,949iApproximate average salary by contribution assumption: employee only about $698,733 at 4% or $465,822 at 6%; with 50% employer match about $465,822 at 4% or $310,548 at 6%; with 100% employer match about $349,367 at 4% or $232,911 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-9$3,263,170$251,544$27,949iApproximate average salary by contribution assumption: employee only about $698,733 at 4% or $465,822 at 6%; with 50% employer match about $465,822 at 4% or $310,548 at 6%; with 100% employer match about $349,367 at 4% or $232,911 at 6%.
202219$2,478,342$198,509$22,057iApproximate average salary by contribution assumption: employee only about $551,414 at 4% or $367,609 at 6%; with 50% employer match about $367,609 at 4% or $245,073 at 6%; with 100% employer match about $275,707 at 4% or $183,805 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-9$2,478,342$198,509$22,057iApproximate average salary by contribution assumption: employee only about $551,414 at 4% or $367,609 at 6%; with 50% employer match about $367,609 at 4% or $245,073 at 6%; with 100% employer match about $275,707 at 4% or $183,805 at 6%.
202118$2,670,486$185,062$23,133iApproximate average salary by contribution assumption: employee only about $578,319 at 4% or $385,546 at 6%; with 50% employer match about $385,546 at 4% or $257,031 at 6%; with 100% employer match about $289,159 at 4% or $192,773 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-8$2,670,486$185,062$23,133iApproximate average salary by contribution assumption: employee only about $578,319 at 4% or $385,546 at 6%; with 50% employer match about $385,546 at 4% or $257,031 at 6%; with 100% employer match about $289,159 at 4% or $192,773 at 6%.
202017$2,051,055$160,224$22,889iApproximate average salary by contribution assumption: employee only about $572,229 at 4% or $381,486 at 6%; with 50% employer match about $381,486 at 4% or $254,324 at 6%; with 100% employer match about $286,114 at 4% or $190,743 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-7$2,051,055$160,224$22,889iApproximate average salary by contribution assumption: employee only about $572,229 at 4% or $381,486 at 6%; with 50% employer match about $381,486 at 4% or $254,324 at 6%; with 100% employer match about $286,114 at 4% or $190,743 at 6%.
201917$1,680,151$94,748$13,535iApproximate average salary by contribution assumption: employee only about $338,386 at 4% or $225,590 at 6%; with 50% employer match about $225,590 at 4% or $150,394 at 6%; with 100% employer match about $169,193 at 4% or $112,795 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-7$1,680,151$94,748$13,535iApproximate average salary by contribution assumption: employee only about $338,386 at 4% or $225,590 at 6%; with 50% employer match about $225,590 at 4% or $150,394 at 6%; with 100% employer match about $169,193 at 4% or $112,795 at 6%.
201817$1,279,718$87,646$12,521iApproximate average salary by contribution assumption: employee only about $313,021 at 4% or $208,681 at 6%; with 50% employer match about $208,681 at 4% or $139,121 at 6%; with 100% employer match about $156,511 at 4% or $104,340 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-7$1,279,718$87,646$12,521iApproximate average salary by contribution assumption: employee only about $313,021 at 4% or $208,681 at 6%; with 50% employer match about $208,681 at 4% or $139,121 at 6%; with 100% employer match about $156,511 at 4% or $104,340 at 6%.
201716$1,366,704$140,791$23,465iApproximate average salary by contribution assumption: employee only about $586,629 at 4% or $391,086 at 6%; with 50% employer match about $391,086 at 4% or $260,724 at 6%; with 100% employer match about $293,315 at 4% or $195,543 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-6$1,366,704$140,791$23,465iApproximate average salary by contribution assumption: employee only about $586,629 at 4% or $391,086 at 6%; with 50% employer match about $391,086 at 4% or $260,724 at 6%; with 100% employer match about $293,315 at 4% or $195,543 at 6%.
201616$1,010,138$77,291$12,882iApproximate average salary by contribution assumption: employee only about $322,046 at 4% or $214,697 at 6%; with 50% employer match about $214,697 at 4% or $143,131 at 6%; with 100% employer match about $161,023 at 4% or $107,349 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-6$1,010,138$77,291$12,882iApproximate average salary by contribution assumption: employee only about $322,046 at 4% or $214,697 at 6%; with 50% employer match about $214,697 at 4% or $143,131 at 6%; with 100% employer match about $161,023 at 4% or $107,349 at 6%.
201515$820,631$72,139$14,428iApproximate average salary by contribution assumption: employee only about $360,695 at 4% or $240,463 at 6%; with 50% employer match about $240,463 at 4% or $160,309 at 6%; with 100% employer match about $180,348 at 4% or $120,232 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-5$820,631$72,139$14,428iApproximate average salary by contribution assumption: employee only about $360,695 at 4% or $240,463 at 6%; with 50% employer match about $240,463 at 4% or $160,309 at 6%; with 100% employer match about $180,348 at 4% or $120,232 at 6%.
201416$823,741$75,085$12,514iApproximate average salary by contribution assumption: employee only about $312,854 at 4% or $208,569 at 6%; with 50% employer match about $208,569 at 4% or $139,046 at 6%; with 100% employer match about $156,427 at 4% or $104,285 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-6$823,741$75,085$12,514iApproximate average salary by contribution assumption: employee only about $312,854 at 4% or $208,569 at 6%; with 50% employer match about $208,569 at 4% or $139,046 at 6%; with 100% employer match about $156,427 at 4% or $104,285 at 6%.
201314$732,937$130,862$32,716iApproximate average salary by contribution assumption: employee only about $817,888 at 4% or $545,258 at 6%; with 50% employer match about $545,258 at 4% or $363,506 at 6%; with 100% employer match about $408,944 at 4% or $272,629 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-4$732,937$130,862$32,716iApproximate average salary by contribution assumption: employee only about $817,888 at 4% or $545,258 at 6%; with 50% employer match about $545,258 at 4% or $363,506 at 6%; with 100% employer match about $408,944 at 4% or $272,629 at 6%.
201215$480,345$46,641$9,328iApproximate average salary by contribution assumption: employee only about $233,205 at 4% or $155,470 at 6%; with 50% employer match about $155,470 at 4% or $103,647 at 6%; with 100% employer match about $116,603 at 4% or $77,735 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-5$480,345$46,641$9,328iApproximate average salary by contribution assumption: employee only about $233,205 at 4% or $155,470 at 6%; with 50% employer match about $155,470 at 4% or $103,647 at 6%; with 100% employer match about $116,603 at 4% or $77,735 at 6%.
201114$378,492$46,110$11,528iApproximate average salary by contribution assumption: employee only about $288,188 at 4% or $192,125 at 6%; with 50% employer match about $192,125 at 4% or $128,083 at 6%; with 100% employer match about $144,094 at 4% or $96,063 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-4$378,492$46,110$11,528iApproximate average salary by contribution assumption: employee only about $288,188 at 4% or $192,125 at 6%; with 50% employer match about $192,125 at 4% or $128,083 at 6%; with 100% employer match about $144,094 at 4% or $96,063 at 6%.
201013$358,384$40,211$13,404iApproximate average salary by contribution assumption: employee only about $335,092 at 4% or $223,394 at 6%; with 50% employer match about $223,394 at 4% or $148,930 at 6%; with 100% employer match about $167,546 at 4% or $111,697 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-3$358,384$40,211$13,404iApproximate average salary by contribution assumption: employee only about $335,092 at 4% or $223,394 at 6%; with 50% employer match about $223,394 at 4% or $148,930 at 6%; with 100% employer match about $167,546 at 4% or $111,697 at 6%.
200913$273,119$78,080$26,027iApproximate average salary by contribution assumption: employee only about $650,667 at 4% or $433,778 at 6%; with 50% employer match about $433,778 at 4% or $289,185 at 6%; with 100% employer match about $325,333 at 4% or $216,889 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-3$273,119$78,080$26,027iApproximate average salary by contribution assumption: employee only about $650,667 at 4% or $433,778 at 6%; with 50% employer match about $433,778 at 4% or $289,185 at 6%; with 100% employer match about $325,333 at 4% or $216,889 at 6%.
200816$323,217$89,923$14,987iApproximate average salary by contribution assumption: employee only about $374,679 at 4% or $249,786 at 6%; with 50% employer match about $249,786 at 4% or $166,524 at 6%; with 100% employer match about $187,340 at 4% or $124,893 at 6%.
Enrich Financial Partners LLC Savings & Retirement Plan-6$323,217$89,923$14,987iApproximate average salary by contribution assumption: employee only about $374,679 at 4% or $249,786 at 6%; with 50% employer match about $249,786 at 4% or $166,524 at 6%; with 100% employer match about $187,340 at 4% or $124,893 at 6%.
200715$0$0-
Enrich Financial Partners LLC Savings & Retirement Plan-5---