Civic Intelligence

Eslick Financial Group

Plan context: Eslick Financial Group Inc. 401(K) P/S Plan

EIN 20-4506097 • Waterloo, IA • 17 filings • 2 plans

999 Home PlazaSuite 201Waterloo, IA 50701
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$595,726

2024 Contributions

$99,534

Historical Graphs

Total Assets Over Time

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

$1,491,183$745,592$0200820162024YearValue
$595,726Latest year 2024

Participants Over Time

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

530200820162024YearValue
4Latest year 2024

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
202414$595,726$99,534$24,884iApproximate average salary by contribution assumption: employee only about $622,088 at 4% or $414,725 at 6%; with 50% employer match about $414,725 at 4% or $276,483 at 6%; with 100% employer match about $311,044 at 4% or $207,363 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-4$595,726$99,534$24,884iApproximate average salary by contribution assumption: employee only about $622,088 at 4% or $414,725 at 6%; with 50% employer match about $414,725 at 4% or $276,483 at 6%; with 100% employer match about $311,044 at 4% or $207,363 at 6%.
202315$1,491,183$88,978$17,796iApproximate average salary by contribution assumption: employee only about $444,890 at 4% or $296,593 at 6%; with 50% employer match about $296,593 at 4% or $197,729 at 6%; with 100% employer match about $222,445 at 4% or $148,297 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$1,491,183$88,978$17,796iApproximate average salary by contribution assumption: employee only about $444,890 at 4% or $296,593 at 6%; with 50% employer match about $296,593 at 4% or $197,729 at 6%; with 100% employer match about $222,445 at 4% or $148,297 at 6%.
202215$1,164,613$89,603$17,921iApproximate average salary by contribution assumption: employee only about $448,015 at 4% or $298,677 at 6%; with 50% employer match about $298,677 at 4% or $199,118 at 6%; with 100% employer match about $224,007 at 4% or $149,338 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$1,164,613$89,603$17,921iApproximate average salary by contribution assumption: employee only about $448,015 at 4% or $298,677 at 6%; with 50% employer match about $298,677 at 4% or $199,118 at 6%; with 100% employer match about $224,007 at 4% or $149,338 at 6%.
202115$1,433,974$87,511$17,502iApproximate average salary by contribution assumption: employee only about $437,555 at 4% or $291,703 at 6%; with 50% employer match about $291,703 at 4% or $194,469 at 6%; with 100% employer match about $218,778 at 4% or $145,852 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$1,433,974$87,511$17,502iApproximate average salary by contribution assumption: employee only about $437,555 at 4% or $291,703 at 6%; with 50% employer match about $291,703 at 4% or $194,469 at 6%; with 100% employer match about $218,778 at 4% or $145,852 at 6%.
202015$1,207,229$86,799$17,360iApproximate average salary by contribution assumption: employee only about $433,995 at 4% or $289,330 at 6%; with 50% employer match about $289,330 at 4% or $192,887 at 6%; with 100% employer match about $216,998 at 4% or $144,665 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$1,207,229$86,799$17,360iApproximate average salary by contribution assumption: employee only about $433,995 at 4% or $289,330 at 6%; with 50% employer match about $289,330 at 4% or $192,887 at 6%; with 100% employer match about $216,998 at 4% or $144,665 at 6%.
201915$928,073$70,704$14,141iApproximate average salary by contribution assumption: employee only about $353,520 at 4% or $235,680 at 6%; with 50% employer match about $235,680 at 4% or $157,120 at 6%; with 100% employer match about $176,760 at 4% or $117,840 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$928,073$70,704$14,141iApproximate average salary by contribution assumption: employee only about $353,520 at 4% or $235,680 at 6%; with 50% employer match about $235,680 at 4% or $157,120 at 6%; with 100% employer match about $176,760 at 4% or $117,840 at 6%.
201815$699,038$65,946$13,189iApproximate average salary by contribution assumption: employee only about $329,730 at 4% or $219,820 at 6%; with 50% employer match about $219,820 at 4% or $146,547 at 6%; with 100% employer match about $164,865 at 4% or $109,910 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$699,038$65,946$13,189iApproximate average salary by contribution assumption: employee only about $329,730 at 4% or $219,820 at 6%; with 50% employer match about $219,820 at 4% or $146,547 at 6%; with 100% employer match about $164,865 at 4% or $109,910 at 6%.
201715$662,581$54,831$10,966iApproximate average salary by contribution assumption: employee only about $274,155 at 4% or $182,770 at 6%; with 50% employer match about $182,770 at 4% or $121,847 at 6%; with 100% employer match about $137,078 at 4% or $91,385 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$662,581$54,831$10,966iApproximate average salary by contribution assumption: employee only about $274,155 at 4% or $182,770 at 6%; with 50% employer match about $182,770 at 4% or $121,847 at 6%; with 100% employer match about $137,078 at 4% or $91,385 at 6%.
201615$503,258$55,984$11,197iApproximate average salary by contribution assumption: employee only about $279,920 at 4% or $186,613 at 6%; with 50% employer match about $186,613 at 4% or $124,409 at 6%; with 100% employer match about $139,960 at 4% or $93,307 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$503,258$55,984$11,197iApproximate average salary by contribution assumption: employee only about $279,920 at 4% or $186,613 at 6%; with 50% employer match about $186,613 at 4% or $124,409 at 6%; with 100% employer match about $139,960 at 4% or $93,307 at 6%.
201515$427,434$55,358$11,072iApproximate average salary by contribution assumption: employee only about $276,790 at 4% or $184,527 at 6%; with 50% employer match about $184,527 at 4% or $123,018 at 6%; with 100% employer match about $138,395 at 4% or $92,263 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$427,434$55,358$11,072iApproximate average salary by contribution assumption: employee only about $276,790 at 4% or $184,527 at 6%; with 50% employer match about $184,527 at 4% or $123,018 at 6%; with 100% employer match about $138,395 at 4% or $92,263 at 6%.
201415$375,020$50,993$10,199iApproximate average salary by contribution assumption: employee only about $254,965 at 4% or $169,977 at 6%; with 50% employer match about $169,977 at 4% or $113,318 at 6%; with 100% employer match about $127,483 at 4% or $84,988 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$375,020$50,993$10,199iApproximate average salary by contribution assumption: employee only about $254,965 at 4% or $169,977 at 6%; with 50% employer match about $169,977 at 4% or $113,318 at 6%; with 100% employer match about $127,483 at 4% or $84,988 at 6%.
201315$381,948$43,010$8,602iApproximate average salary by contribution assumption: employee only about $215,050 at 4% or $143,367 at 6%; with 50% employer match about $143,367 at 4% or $95,578 at 6%; with 100% employer match about $107,525 at 4% or $71,683 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$381,948$43,010$8,602iApproximate average salary by contribution assumption: employee only about $215,050 at 4% or $143,367 at 6%; with 50% employer match about $143,367 at 4% or $95,578 at 6%; with 100% employer match about $107,525 at 4% or $71,683 at 6%.
201215$274,299$54,017$10,803iApproximate average salary by contribution assumption: employee only about $270,085 at 4% or $180,057 at 6%; with 50% employer match about $180,057 at 4% or $120,038 at 6%; with 100% employer match about $135,043 at 4% or $90,028 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$274,299$54,017$10,803iApproximate average salary by contribution assumption: employee only about $270,085 at 4% or $180,057 at 6%; with 50% employer match about $180,057 at 4% or $120,038 at 6%; with 100% employer match about $135,043 at 4% or $90,028 at 6%.
201115$186,844$47,143$9,429iApproximate average salary by contribution assumption: employee only about $235,715 at 4% or $157,143 at 6%; with 50% employer match about $157,143 at 4% or $104,762 at 6%; with 100% employer match about $117,858 at 4% or $78,572 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$186,844$47,143$9,429iApproximate average salary by contribution assumption: employee only about $235,715 at 4% or $157,143 at 6%; with 50% employer match about $157,143 at 4% or $104,762 at 6%; with 100% employer match about $117,858 at 4% or $78,572 at 6%.
201015$147,076$40,684$8,137iApproximate average salary by contribution assumption: employee only about $203,420 at 4% or $135,613 at 6%; with 50% employer match about $135,613 at 4% or $90,409 at 6%; with 100% employer match about $101,710 at 4% or $67,807 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-5$147,076$40,684$8,137iApproximate average salary by contribution assumption: employee only about $203,420 at 4% or $135,613 at 6%; with 50% employer match about $135,613 at 4% or $90,409 at 6%; with 100% employer match about $101,710 at 4% or $67,807 at 6%.
200914$102,302$43,482$10,871iApproximate average salary by contribution assumption: employee only about $271,763 at 4% or $181,175 at 6%; with 50% employer match about $181,175 at 4% or $120,783 at 6%; with 100% employer match about $135,881 at 4% or $90,588 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-4$102,302$43,482$10,871iApproximate average salary by contribution assumption: employee only about $271,763 at 4% or $181,175 at 6%; with 50% employer match about $181,175 at 4% or $120,783 at 6%; with 100% employer match about $135,881 at 4% or $90,588 at 6%.
200814$39,030$49,717$12,429iApproximate average salary by contribution assumption: employee only about $310,731 at 4% or $207,154 at 6%; with 50% employer match about $207,154 at 4% or $138,103 at 6%; with 100% employer match about $155,366 at 4% or $103,577 at 6%.
Eslick Financial Group Inc. 401(K) P/S Plan-4$39,030$49,717$12,429iApproximate average salary by contribution assumption: employee only about $310,731 at 4% or $207,154 at 6%; with 50% employer match about $207,154 at 4% or $138,103 at 6%; with 100% employer match about $155,366 at 4% or $103,577 at 6%.