Civic Intelligence

Vision Financial Group, L.L.C.

Plan context: Vision Financial Group, L.L.C. 401(K) Plan

EIN 20-4063093 • Des Moines, IA • 11 filings • 2 plans

4140 Grand AvenueDes Moines, IA 50312
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$842,708

2019 Contributions

$617

Historical Graphs

Total Assets Over Time

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

$914,839$457,420$0200920142018YearValue
$842,708Latest year 2018

Participants Over Time

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

420200920142018YearValue
3Latest year 2018

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
201910$0$617-
Vision Financial Group, L.L.C. 401(K) Plan-0$0$617-
201813$842,708$31,401$10,467iApproximate average salary by contribution assumption: employee only about $261,675 at 4% or $174,450 at 6%; with 50% employer match about $174,450 at 4% or $116,300 at 6%; with 100% employer match about $130,838 at 4% or $87,225 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-3$842,708$31,401$10,467iApproximate average salary by contribution assumption: employee only about $261,675 at 4% or $174,450 at 6%; with 50% employer match about $174,450 at 4% or $116,300 at 6%; with 100% employer match about $130,838 at 4% or $87,225 at 6%.
201712$914,839$33,564$16,782iApproximate average salary by contribution assumption: employee only about $419,550 at 4% or $279,700 at 6%; with 50% employer match about $279,700 at 4% or $186,467 at 6%; with 100% employer match about $209,775 at 4% or $139,850 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-2$914,839$33,564$16,782iApproximate average salary by contribution assumption: employee only about $419,550 at 4% or $279,700 at 6%; with 50% employer match about $279,700 at 4% or $186,467 at 6%; with 100% employer match about $209,775 at 4% or $139,850 at 6%.
201612$724,499$33,024$16,512iApproximate average salary by contribution assumption: employee only about $412,800 at 4% or $275,200 at 6%; with 50% employer match about $275,200 at 4% or $183,467 at 6%; with 100% employer match about $206,400 at 4% or $137,600 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-2$724,499$33,024$16,512iApproximate average salary by contribution assumption: employee only about $412,800 at 4% or $275,200 at 6%; with 50% employer match about $275,200 at 4% or $183,467 at 6%; with 100% employer match about $206,400 at 4% or $137,600 at 6%.
201512$668,960$32,549$16,275iApproximate average salary by contribution assumption: employee only about $406,863 at 4% or $271,242 at 6%; with 50% employer match about $271,242 at 4% or $180,828 at 6%; with 100% employer match about $203,431 at 4% or $135,621 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-2$668,960$32,549$16,275iApproximate average salary by contribution assumption: employee only about $406,863 at 4% or $271,242 at 6%; with 50% employer match about $271,242 at 4% or $180,828 at 6%; with 100% employer match about $203,431 at 4% or $135,621 at 6%.
201412$653,848$29,748$14,874iApproximate average salary by contribution assumption: employee only about $371,850 at 4% or $247,900 at 6%; with 50% employer match about $247,900 at 4% or $165,267 at 6%; with 100% employer match about $185,925 at 4% or $123,950 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-2$653,848$29,748$14,874iApproximate average salary by contribution assumption: employee only about $371,850 at 4% or $247,900 at 6%; with 50% employer match about $247,900 at 4% or $165,267 at 6%; with 100% employer match about $185,925 at 4% or $123,950 at 6%.
201314$596,513$32,696$8,174iApproximate average salary by contribution assumption: employee only about $204,350 at 4% or $136,233 at 6%; with 50% employer match about $136,233 at 4% or $90,822 at 6%; with 100% employer match about $102,175 at 4% or $68,117 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-4$596,513$32,696$8,174iApproximate average salary by contribution assumption: employee only about $204,350 at 4% or $136,233 at 6%; with 50% employer match about $136,233 at 4% or $90,822 at 6%; with 100% employer match about $102,175 at 4% or $68,117 at 6%.
201213$454,470$27,416$9,139iApproximate average salary by contribution assumption: employee only about $228,467 at 4% or $152,311 at 6%; with 50% employer match about $152,311 at 4% or $101,541 at 6%; with 100% employer match about $114,233 at 4% or $76,156 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-3$454,470$27,416$9,139iApproximate average salary by contribution assumption: employee only about $228,467 at 4% or $152,311 at 6%; with 50% employer match about $152,311 at 4% or $101,541 at 6%; with 100% employer match about $114,233 at 4% or $76,156 at 6%.
201113$364,539$29,502$9,834iApproximate average salary by contribution assumption: employee only about $245,850 at 4% or $163,900 at 6%; with 50% employer match about $163,900 at 4% or $109,267 at 6%; with 100% employer match about $122,925 at 4% or $81,950 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-3$364,539$29,502$9,834iApproximate average salary by contribution assumption: employee only about $245,850 at 4% or $163,900 at 6%; with 50% employer match about $163,900 at 4% or $109,267 at 6%; with 100% employer match about $122,925 at 4% or $81,950 at 6%.
201013$347,446$29,726$9,909iApproximate average salary by contribution assumption: employee only about $247,717 at 4% or $165,144 at 6%; with 50% employer match about $165,144 at 4% or $110,096 at 6%; with 100% employer match about $123,858 at 4% or $82,572 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-3$347,446$29,726$9,909iApproximate average salary by contribution assumption: employee only about $247,717 at 4% or $165,144 at 6%; with 50% employer match about $165,144 at 4% or $110,096 at 6%; with 100% employer match about $123,858 at 4% or $82,572 at 6%.
200913$293,354$28,206$9,402iApproximate average salary by contribution assumption: employee only about $235,050 at 4% or $156,700 at 6%; with 50% employer match about $156,700 at 4% or $104,467 at 6%; with 100% employer match about $117,525 at 4% or $78,350 at 6%.
Vision Financial Group, L.L.C. 401(K) Plan-3$293,354$28,206$9,402iApproximate average salary by contribution assumption: employee only about $235,050 at 4% or $156,700 at 6%; with 50% employer match about $156,700 at 4% or $104,467 at 6%; with 100% employer match about $117,525 at 4% or $78,350 at 6%.