Civic Intelligence

River Valley Wealth Management Inc.

Plan context: River Valley Wealth Management Inc. 401(K) Plan

EIN 20-8474128 • Bloomington, MN • 14 filings • 1 plans

7111 West 113th StreetBloomington, MN 55438
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$3,507,495

2025 Contributions

$66,065

Historical Graphs

Total Assets Over Time

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

$3,507,495$1,753,748$0201220192025YearValue
$3,507,495Latest year 2025

Participants Over Time

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

530201220192025YearValue
5Latest 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
202515$3,507,495$66,065$13,213iApproximate average salary by contribution assumption: employee only about $330,325 at 4% or $220,217 at 6%; with 50% employer match about $220,217 at 4% or $146,811 at 6%; with 100% employer match about $165,163 at 4% or $110,108 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-5$3,507,495$66,065$13,213iApproximate average salary by contribution assumption: employee only about $330,325 at 4% or $220,217 at 6%; with 50% employer match about $220,217 at 4% or $146,811 at 6%; with 100% employer match about $165,163 at 4% or $110,108 at 6%.
202415$2,966,613$91,434$18,287iApproximate average salary by contribution assumption: employee only about $457,170 at 4% or $304,780 at 6%; with 50% employer match about $304,780 at 4% or $203,187 at 6%; with 100% employer match about $228,585 at 4% or $152,390 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-5$2,966,613$91,434$18,287iApproximate average salary by contribution assumption: employee only about $457,170 at 4% or $304,780 at 6%; with 50% employer match about $304,780 at 4% or $203,187 at 6%; with 100% employer match about $228,585 at 4% or $152,390 at 6%.
202314$2,504,103$59,009$14,752iApproximate average salary by contribution assumption: employee only about $368,806 at 4% or $245,871 at 6%; with 50% employer match about $245,871 at 4% or $163,914 at 6%; with 100% employer match about $184,403 at 4% or $122,935 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-4$2,504,103$59,009$14,752iApproximate average salary by contribution assumption: employee only about $368,806 at 4% or $245,871 at 6%; with 50% employer match about $245,871 at 4% or $163,914 at 6%; with 100% employer match about $184,403 at 4% or $122,935 at 6%.
202214$2,083,837$54,118$13,530iApproximate average salary by contribution assumption: employee only about $338,238 at 4% or $225,492 at 6%; with 50% employer match about $225,492 at 4% or $150,328 at 6%; with 100% employer match about $169,119 at 4% or $112,746 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-4$2,083,837$54,118$13,530iApproximate average salary by contribution assumption: employee only about $338,238 at 4% or $225,492 at 6%; with 50% employer match about $225,492 at 4% or $150,328 at 6%; with 100% employer match about $169,119 at 4% or $112,746 at 6%.
202114$2,411,856$52,060$13,015iApproximate average salary by contribution assumption: employee only about $325,375 at 4% or $216,917 at 6%; with 50% employer match about $216,917 at 4% or $144,611 at 6%; with 100% employer match about $162,688 at 4% or $108,458 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-4$2,411,856$52,060$13,015iApproximate average salary by contribution assumption: employee only about $325,375 at 4% or $216,917 at 6%; with 50% employer match about $216,917 at 4% or $144,611 at 6%; with 100% employer match about $162,688 at 4% or $108,458 at 6%.
202014$2,041,999$51,868$12,967iApproximate average salary by contribution assumption: employee only about $324,175 at 4% or $216,117 at 6%; with 50% employer match about $216,117 at 4% or $144,078 at 6%; with 100% employer match about $162,088 at 4% or $108,058 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-4$2,041,999$51,868$12,967iApproximate average salary by contribution assumption: employee only about $324,175 at 4% or $216,117 at 6%; with 50% employer match about $216,117 at 4% or $144,078 at 6%; with 100% employer match about $162,088 at 4% or $108,058 at 6%.
201914$1,786,581$49,917$12,479iApproximate average salary by contribution assumption: employee only about $311,981 at 4% or $207,988 at 6%; with 50% employer match about $207,988 at 4% or $138,658 at 6%; with 100% employer match about $155,991 at 4% or $103,994 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-4$1,786,581$49,917$12,479iApproximate average salary by contribution assumption: employee only about $311,981 at 4% or $207,988 at 6%; with 50% employer match about $207,988 at 4% or $138,658 at 6%; with 100% employer match about $155,991 at 4% or $103,994 at 6%.
201814$1,407,474$49,514$12,379iApproximate average salary by contribution assumption: employee only about $309,463 at 4% or $206,308 at 6%; with 50% employer match about $206,308 at 4% or $137,539 at 6%; with 100% employer match about $154,731 at 4% or $103,154 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-4$1,407,474$49,514$12,379iApproximate average salary by contribution assumption: employee only about $309,463 at 4% or $206,308 at 6%; with 50% employer match about $206,308 at 4% or $137,539 at 6%; with 100% employer match about $154,731 at 4% or $103,154 at 6%.
201713$1,452,519$106,135$35,378iApproximate average salary by contribution assumption: employee only about $884,458 at 4% or $589,639 at 6%; with 50% employer match about $589,639 at 4% or $393,093 at 6%; with 100% employer match about $442,229 at 4% or $294,819 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-3$1,452,519$106,135$35,378iApproximate average salary by contribution assumption: employee only about $884,458 at 4% or $589,639 at 6%; with 50% employer match about $589,639 at 4% or $393,093 at 6%; with 100% employer match about $442,229 at 4% or $294,819 at 6%.
201613$1,127,995$71,082$23,694iApproximate average salary by contribution assumption: employee only about $592,350 at 4% or $394,900 at 6%; with 50% employer match about $394,900 at 4% or $263,267 at 6%; with 100% employer match about $296,175 at 4% or $197,450 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-3$1,127,995$71,082$23,694iApproximate average salary by contribution assumption: employee only about $592,350 at 4% or $394,900 at 6%; with 50% employer match about $394,900 at 4% or $263,267 at 6%; with 100% employer match about $296,175 at 4% or $197,450 at 6%.
201513$959,838$76,121$25,374iApproximate average salary by contribution assumption: employee only about $634,342 at 4% or $422,894 at 6%; with 50% employer match about $422,894 at 4% or $281,930 at 6%; with 100% employer match about $317,171 at 4% or $211,447 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-3$959,838$76,121$25,374iApproximate average salary by contribution assumption: employee only about $634,342 at 4% or $422,894 at 6%; with 50% employer match about $422,894 at 4% or $281,930 at 6%; with 100% employer match about $317,171 at 4% or $211,447 at 6%.
201413$886,325$128,415$42,805iApproximate average salary by contribution assumption: employee only about $1,070,125 at 4% or $713,417 at 6%; with 50% employer match about $713,417 at 4% or $475,611 at 6%; with 100% employer match about $535,063 at 4% or $356,708 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-3$886,325$128,415$42,805iApproximate average salary by contribution assumption: employee only about $1,070,125 at 4% or $713,417 at 6%; with 50% employer match about $713,417 at 4% or $475,611 at 6%; with 100% employer match about $535,063 at 4% or $356,708 at 6%.
201313$705,209$68,875$22,958iApproximate average salary by contribution assumption: employee only about $573,958 at 4% or $382,639 at 6%; with 50% employer match about $382,639 at 4% or $255,093 at 6%; with 100% employer match about $286,979 at 4% or $191,319 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-3$705,209$68,875$22,958iApproximate average salary by contribution assumption: employee only about $573,958 at 4% or $382,639 at 6%; with 50% employer match about $382,639 at 4% or $255,093 at 6%; with 100% employer match about $286,979 at 4% or $191,319 at 6%.
201213$509,628$476,130$158,710iApproximate average salary by contribution assumption: employee only about $3,967,750 at 4% or $2,645,167 at 6%; with 50% employer match about $2,645,167 at 4% or $1,763,444 at 6%; with 100% employer match about $1,983,875 at 4% or $1,322,583 at 6%.
River Valley Wealth Management Inc. 401(K) Plan-3$509,628$476,130$158,710iApproximate average salary by contribution assumption: employee only about $3,967,750 at 4% or $2,645,167 at 6%; with 50% employer match about $2,645,167 at 4% or $1,763,444 at 6%; with 100% employer match about $1,983,875 at 4% or $1,322,583 at 6%.