George Family Office LLC
Plan context: George Family Office LLC 401(K) Profit Sharing Plan and Trust
EIN 26-3828566 • Minneapolis, MN • 17 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,062,312
2025 Contributions
$100,432
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 | 6 | $1,062,312 | $100,432 | $16,739iApproximate average salary by contribution assumption: employee only about $418,467 at 4% or $278,978 at 6%; with 50% employer match about $278,978 at 4% or $185,985 at 6%; with 100% employer match about $209,233 at 4% or $139,489 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $1,062,312 | $100,432 | $16,739iApproximate average salary by contribution assumption: employee only about $418,467 at 4% or $278,978 at 6%; with 50% employer match about $278,978 at 4% or $185,985 at 6%; with 100% employer match about $209,233 at 4% or $139,489 at 6%. |
| 2024 | 1 | 5 | $1,971,839 | $93,038 | $18,608iApproximate average salary by contribution assumption: employee only about $465,190 at 4% or $310,127 at 6%; with 50% employer match about $310,127 at 4% or $206,751 at 6%; with 100% employer match about $232,595 at 4% or $155,063 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 5 | $1,971,839 | $93,038 | $18,608iApproximate average salary by contribution assumption: employee only about $465,190 at 4% or $310,127 at 6%; with 50% employer match about $310,127 at 4% or $206,751 at 6%; with 100% employer match about $232,595 at 4% or $155,063 at 6%. |
| 2023 | 1 | 4 | $1,698,371 | $151,985 | $37,996iApproximate average salary by contribution assumption: employee only about $949,906 at 4% or $633,271 at 6%; with 50% employer match about $633,271 at 4% or $422,181 at 6%; with 100% employer match about $474,953 at 4% or $316,635 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 4 | $1,698,371 | $151,985 | $37,996iApproximate average salary by contribution assumption: employee only about $949,906 at 4% or $633,271 at 6%; with 50% employer match about $633,271 at 4% or $422,181 at 6%; with 100% employer match about $474,953 at 4% or $316,635 at 6%. |
| 2022 | 1 | 4 | $1,389,663 | $359,471 | $89,868iApproximate average salary by contribution assumption: employee only about $2,246,694 at 4% or $1,497,796 at 6%; with 50% employer match about $1,497,796 at 4% or $998,531 at 6%; with 100% employer match about $1,123,347 at 4% or $748,898 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 4 | $1,389,663 | $359,471 | $89,868iApproximate average salary by contribution assumption: employee only about $2,246,694 at 4% or $1,497,796 at 6%; with 50% employer match about $1,497,796 at 4% or $998,531 at 6%; with 100% employer match about $1,123,347 at 4% or $748,898 at 6%. |
| 2021 | 1 | 5 | $2,043,408 | $70,542 | $14,108iApproximate average salary by contribution assumption: employee only about $352,710 at 4% or $235,140 at 6%; with 50% employer match about $235,140 at 4% or $156,760 at 6%; with 100% employer match about $176,355 at 4% or $117,570 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 5 | $2,043,408 | $70,542 | $14,108iApproximate average salary by contribution assumption: employee only about $352,710 at 4% or $235,140 at 6%; with 50% employer match about $235,140 at 4% or $156,760 at 6%; with 100% employer match about $176,355 at 4% or $117,570 at 6%. |
| 2020 | 1 | 5 | $1,641,988 | $63,794 | $12,759iApproximate average salary by contribution assumption: employee only about $318,970 at 4% or $212,647 at 6%; with 50% employer match about $212,647 at 4% or $141,764 at 6%; with 100% employer match about $159,485 at 4% or $106,323 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 5 | $1,641,988 | $63,794 | $12,759iApproximate average salary by contribution assumption: employee only about $318,970 at 4% or $212,647 at 6%; with 50% employer match about $212,647 at 4% or $141,764 at 6%; with 100% employer match about $159,485 at 4% or $106,323 at 6%. |
| 2019 | 1 | 5 | $1,415,029 | $68,842 | $13,768iApproximate average salary by contribution assumption: employee only about $344,210 at 4% or $229,473 at 6%; with 50% employer match about $229,473 at 4% or $152,982 at 6%; with 100% employer match about $172,105 at 4% or $114,737 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 5 | $1,415,029 | $68,842 | $13,768iApproximate average salary by contribution assumption: employee only about $344,210 at 4% or $229,473 at 6%; with 50% employer match about $229,473 at 4% or $152,982 at 6%; with 100% employer match about $172,105 at 4% or $114,737 at 6%. |
| 2018 | 1 | 5 | $1,088,839 | $60,733 | $12,147iApproximate average salary by contribution assumption: employee only about $303,665 at 4% or $202,443 at 6%; with 50% employer match about $202,443 at 4% or $134,962 at 6%; with 100% employer match about $151,833 at 4% or $101,222 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 5 | $1,088,839 | $60,733 | $12,147iApproximate average salary by contribution assumption: employee only about $303,665 at 4% or $202,443 at 6%; with 50% employer match about $202,443 at 4% or $134,962 at 6%; with 100% employer match about $151,833 at 4% or $101,222 at 6%. |
| 2017 | 1 | 6 | $1,192,418 | $76,249 | $12,708iApproximate average salary by contribution assumption: employee only about $317,704 at 4% or $211,803 at 6%; with 50% employer match about $211,803 at 4% or $141,202 at 6%; with 100% employer match about $158,852 at 4% or $105,901 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $1,192,418 | $76,249 | $12,708iApproximate average salary by contribution assumption: employee only about $317,704 at 4% or $211,803 at 6%; with 50% employer match about $211,803 at 4% or $141,202 at 6%; with 100% employer match about $158,852 at 4% or $105,901 at 6%. |
| 2016 | 1 | 7 | $909,214 | $90,459 | $12,923iApproximate average salary by contribution assumption: employee only about $323,068 at 4% or $215,379 at 6%; with 50% employer match about $215,379 at 4% or $143,586 at 6%; with 100% employer match about $161,534 at 4% or $107,689 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 7 | $909,214 | $90,459 | $12,923iApproximate average salary by contribution assumption: employee only about $323,068 at 4% or $215,379 at 6%; with 50% employer match about $215,379 at 4% or $143,586 at 6%; with 100% employer match about $161,534 at 4% or $107,689 at 6%. |
| 2015 | 1 | 5 | $751,250 | $69,322 | $13,864iApproximate average salary by contribution assumption: employee only about $346,610 at 4% or $231,073 at 6%; with 50% employer match about $231,073 at 4% or $154,049 at 6%; with 100% employer match about $173,305 at 4% or $115,537 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 5 | $751,250 | $69,322 | $13,864iApproximate average salary by contribution assumption: employee only about $346,610 at 4% or $231,073 at 6%; with 50% employer match about $231,073 at 4% or $154,049 at 6%; with 100% employer match about $173,305 at 4% or $115,537 at 6%. |
| 2014 | 1 | 6 | $740,346 | $62,365 | $10,394iApproximate average salary by contribution assumption: employee only about $259,854 at 4% or $173,236 at 6%; with 50% employer match about $173,236 at 4% or $115,491 at 6%; with 100% employer match about $129,927 at 4% or $86,618 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 6 | $740,346 | $62,365 | $10,394iApproximate average salary by contribution assumption: employee only about $259,854 at 4% or $173,236 at 6%; with 50% employer match about $173,236 at 4% or $115,491 at 6%; with 100% employer match about $129,927 at 4% or $86,618 at 6%. |
| 2013 | 1 | 4 | $654,977 | $48,052 | $12,013iApproximate average salary by contribution assumption: employee only about $300,325 at 4% or $200,217 at 6%; with 50% employer match about $200,217 at 4% or $133,478 at 6%; with 100% employer match about $150,163 at 4% or $100,108 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 4 | $654,977 | $48,052 | $12,013iApproximate average salary by contribution assumption: employee only about $300,325 at 4% or $200,217 at 6%; with 50% employer match about $200,217 at 4% or $133,478 at 6%; with 100% employer match about $150,163 at 4% or $100,108 at 6%. |
| 2012 | 1 | 4 | $472,115 | $40,815 | $10,204iApproximate average salary by contribution assumption: employee only about $255,094 at 4% or $170,063 at 6%; with 50% employer match about $170,063 at 4% or $113,375 at 6%; with 100% employer match about $127,547 at 4% or $85,031 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 4 | $472,115 | $40,815 | $10,204iApproximate average salary by contribution assumption: employee only about $255,094 at 4% or $170,063 at 6%; with 50% employer match about $170,063 at 4% or $113,375 at 6%; with 100% employer match about $127,547 at 4% or $85,031 at 6%. |
| 2011 | 1 | 4 | $371,778 | $342,209 | $85,552iApproximate average salary by contribution assumption: employee only about $2,138,806 at 4% or $1,425,871 at 6%; with 50% employer match about $1,425,871 at 4% or $950,581 at 6%; with 100% employer match about $1,069,403 at 4% or $712,935 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 4 | $371,778 | $342,209 | $85,552iApproximate average salary by contribution assumption: employee only about $2,138,806 at 4% or $1,425,871 at 6%; with 50% employer match about $1,425,871 at 4% or $950,581 at 6%; with 100% employer match about $1,069,403 at 4% or $712,935 at 6%. |
| 2010 | 1 | 2 | $46,332 | $17,614 | $8,807iApproximate average salary by contribution assumption: employee only about $220,175 at 4% or $146,783 at 6%; with 50% employer match about $146,783 at 4% or $97,856 at 6%; with 100% employer match about $110,088 at 4% or $73,392 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 2 | $46,332 | $17,614 | $8,807iApproximate average salary by contribution assumption: employee only about $220,175 at 4% or $146,783 at 6%; with 50% employer match about $146,783 at 4% or $97,856 at 6%; with 100% employer match about $110,088 at 4% or $73,392 at 6%. |
| 2009 | 1 | 3 | $50,551 | $43,797 | $14,599iApproximate average salary by contribution assumption: employee only about $364,975 at 4% or $243,317 at 6%; with 50% employer match about $243,317 at 4% or $162,211 at 6%; with 100% employer match about $182,488 at 4% or $121,658 at 6%. |
| George Family Office LLC 401(K) Profit Sharing Plan and Trust | - | 3 | $50,551 | $43,797 | $14,599iApproximate average salary by contribution assumption: employee only about $364,975 at 4% or $243,317 at 6%; with 50% employer match about $243,317 at 4% or $162,211 at 6%; with 100% employer match about $182,488 at 4% or $121,658 at 6%. |