MENDOTA FINANCIAL GROUP
Plan context: MENDOTA FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN
EIN 20-3018987 • Madison, WI • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$950,533
2025 Contributions
$103,150
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 | 4 | $950,533 | $103,150 | $25,788iApproximate average salary by contribution assumption: employee only about $644,688 at 4% or $429,792 at 6%; with 50% employer match about $429,792 at 4% or $286,528 at 6%; with 100% employer match about $322,344 at 4% or $214,896 at 6%. |
| MENDOTA FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN | - | 4 | $950,533 | $103,150 | $25,788iApproximate average salary by contribution assumption: employee only about $644,688 at 4% or $429,792 at 6%; with 50% employer match about $429,792 at 4% or $286,528 at 6%; with 100% employer match about $322,344 at 4% or $214,896 at 6%. |
| 2024 | 1 | 8 | $1,376,312 | $232,526 | $29,066iApproximate average salary by contribution assumption: employee only about $726,644 at 4% or $484,429 at 6%; with 50% employer match about $484,429 at 4% or $322,953 at 6%; with 100% employer match about $363,322 at 4% or $242,215 at 6%. |
| MENDOTA FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN | - | 8 | $1,376,312 | $232,526 | $29,066iApproximate average salary by contribution assumption: employee only about $726,644 at 4% or $484,429 at 6%; with 50% employer match about $484,429 at 4% or $322,953 at 6%; with 100% employer match about $363,322 at 4% or $242,215 at 6%. |
| 2023 | 1 | 6 | $996,902 | $261,916 | $43,653iApproximate average salary by contribution assumption: employee only about $1,091,317 at 4% or $727,544 at 6%; with 50% employer match about $727,544 at 4% or $485,030 at 6%; with 100% employer match about $545,658 at 4% or $363,772 at 6%. |
| MENDOTA FINANCIAL GROUP 401(K) AND PROFIT SHARING PLAN | - | 6 | $996,902 | $261,916 | $43,653iApproximate average salary by contribution assumption: employee only about $1,091,317 at 4% or $727,544 at 6%; with 50% employer match about $727,544 at 4% or $485,030 at 6%; with 100% employer match about $545,658 at 4% or $363,772 at 6%. |