Civic Intelligence

Rohlik Financial Group LLC

Plan context: Rohlik Financial Group LLC 401(K) Plan

EIN 26-4720704 • Minneapolis, MN • 15 filings • 1 plans

6424 W Lake StreetMinneapolis, MN 55426
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,144,802

2025 Contributions

$84,543

Historical Graphs

Total Assets Over Time

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

$2,144,802$1,072,401$0201120182025YearValue
$2,144,802Latest year 2025

Participants Over Time

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

840201120182025YearValue
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$2,144,802$84,543$16,909iApproximate average salary by contribution assumption: employee only about $422,715 at 4% or $281,810 at 6%; with 50% employer match about $281,810 at 4% or $187,873 at 6%; with 100% employer match about $211,357 at 4% or $140,905 at 6%.
Rohlik Financial Group LLC 401(K) Plan-5$2,144,802$84,543$16,909iApproximate average salary by contribution assumption: employee only about $422,715 at 4% or $281,810 at 6%; with 50% employer match about $281,810 at 4% or $187,873 at 6%; with 100% employer match about $211,357 at 4% or $140,905 at 6%.
202415$1,710,805$79,321$15,864iApproximate average salary by contribution assumption: employee only about $396,605 at 4% or $264,403 at 6%; with 50% employer match about $264,403 at 4% or $176,269 at 6%; with 100% employer match about $198,303 at 4% or $132,202 at 6%.
Rohlik Financial Group LLC 401(K) Plan-5$1,710,805$79,321$15,864iApproximate average salary by contribution assumption: employee only about $396,605 at 4% or $264,403 at 6%; with 50% employer match about $264,403 at 4% or $176,269 at 6%; with 100% employer match about $198,303 at 4% or $132,202 at 6%.
202317$1,536,461$104,487$14,927iApproximate average salary by contribution assumption: employee only about $373,168 at 4% or $248,779 at 6%; with 50% employer match about $248,779 at 4% or $165,852 at 6%; with 100% employer match about $186,584 at 4% or $124,389 at 6%.
Rohlik Financial Group LLC 401(K) Plan-7$1,536,461$104,487$14,927iApproximate average salary by contribution assumption: employee only about $373,168 at 4% or $248,779 at 6%; with 50% employer match about $248,779 at 4% or $165,852 at 6%; with 100% employer match about $186,584 at 4% or $124,389 at 6%.
202218$1,224,879$127,357$15,920iApproximate average salary by contribution assumption: employee only about $397,991 at 4% or $265,327 at 6%; with 50% employer match about $265,327 at 4% or $176,885 at 6%; with 100% employer match about $198,995 at 4% or $132,664 at 6%.
Rohlik Financial Group LLC 401(K) Plan-8$1,224,879$127,357$15,920iApproximate average salary by contribution assumption: employee only about $397,991 at 4% or $265,327 at 6%; with 50% employer match about $265,327 at 4% or $176,885 at 6%; with 100% employer match about $198,995 at 4% or $132,664 at 6%.
202118$1,429,692$140,433$17,554iApproximate average salary by contribution assumption: employee only about $438,853 at 4% or $292,569 at 6%; with 50% employer match about $292,569 at 4% or $195,046 at 6%; with 100% employer match about $219,427 at 4% or $146,284 at 6%.
Rohlik Financial Group LLC 401(K) Plan-8$1,429,692$140,433$17,554iApproximate average salary by contribution assumption: employee only about $438,853 at 4% or $292,569 at 6%; with 50% employer match about $292,569 at 4% or $195,046 at 6%; with 100% employer match about $219,427 at 4% or $146,284 at 6%.
202018$1,090,198$130,677$16,335iApproximate average salary by contribution assumption: employee only about $408,366 at 4% or $272,244 at 6%; with 50% employer match about $272,244 at 4% or $181,496 at 6%; with 100% employer match about $204,183 at 4% or $136,122 at 6%.
Rohlik Financial Group LLC 401(K) Plan-8$1,090,198$130,677$16,335iApproximate average salary by contribution assumption: employee only about $408,366 at 4% or $272,244 at 6%; with 50% employer match about $272,244 at 4% or $181,496 at 6%; with 100% employer match about $204,183 at 4% or $136,122 at 6%.
201917$792,535$259,713$37,102iApproximate average salary by contribution assumption: employee only about $927,546 at 4% or $618,364 at 6%; with 50% employer match about $618,364 at 4% or $412,243 at 6%; with 100% employer match about $463,773 at 4% or $309,182 at 6%.
Rohlik Financial Group LLC 401(K) Plan-7$792,535$259,713$37,102iApproximate average salary by contribution assumption: employee only about $927,546 at 4% or $618,364 at 6%; with 50% employer match about $618,364 at 4% or $412,243 at 6%; with 100% employer match about $463,773 at 4% or $309,182 at 6%.
201816$409,593$84,485$14,081iApproximate average salary by contribution assumption: employee only about $352,021 at 4% or $234,681 at 6%; with 50% employer match about $234,681 at 4% or $156,454 at 6%; with 100% employer match about $176,010 at 4% or $117,340 at 6%.
Rohlik Financial Group LLC 401(K) Plan-6$409,593$84,485$14,081iApproximate average salary by contribution assumption: employee only about $352,021 at 4% or $234,681 at 6%; with 50% employer match about $234,681 at 4% or $156,454 at 6%; with 100% employer match about $176,010 at 4% or $117,340 at 6%.
201715$355,439$83,340$16,668iApproximate average salary by contribution assumption: employee only about $416,700 at 4% or $277,800 at 6%; with 50% employer match about $277,800 at 4% or $185,200 at 6%; with 100% employer match about $208,350 at 4% or $138,900 at 6%.
Rohlik Financial Group LLC 401(K) Plan-5$355,439$83,340$16,668iApproximate average salary by contribution assumption: employee only about $416,700 at 4% or $277,800 at 6%; with 50% employer match about $277,800 at 4% or $185,200 at 6%; with 100% employer match about $208,350 at 4% or $138,900 at 6%.
201614$219,140$59,373$14,843iApproximate average salary by contribution assumption: employee only about $371,081 at 4% or $247,388 at 6%; with 50% employer match about $247,388 at 4% or $164,925 at 6%; with 100% employer match about $185,541 at 4% or $123,694 at 6%.
Rohlik Financial Group LLC 401(K) Plan-4$219,140$59,373$14,843iApproximate average salary by contribution assumption: employee only about $371,081 at 4% or $247,388 at 6%; with 50% employer match about $247,388 at 4% or $164,925 at 6%; with 100% employer match about $185,541 at 4% or $123,694 at 6%.
201513$148,771$38,669$12,890iApproximate average salary by contribution assumption: employee only about $322,242 at 4% or $214,828 at 6%; with 50% employer match about $214,828 at 4% or $143,219 at 6%; with 100% employer match about $161,121 at 4% or $107,414 at 6%.
Rohlik Financial Group LLC 401(K) Plan-3$148,771$38,669$12,890iApproximate average salary by contribution assumption: employee only about $322,242 at 4% or $214,828 at 6%; with 50% employer match about $214,828 at 4% or $143,219 at 6%; with 100% employer match about $161,121 at 4% or $107,414 at 6%.
201413$109,971$32,526$10,842iApproximate average salary by contribution assumption: employee only about $271,050 at 4% or $180,700 at 6%; with 50% employer match about $180,700 at 4% or $120,467 at 6%; with 100% employer match about $135,525 at 4% or $90,350 at 6%.
Rohlik Financial Group LLC 401(K) Plan-3$109,971$32,526$10,842iApproximate average salary by contribution assumption: employee only about $271,050 at 4% or $180,700 at 6%; with 50% employer match about $180,700 at 4% or $120,467 at 6%; with 100% employer match about $135,525 at 4% or $90,350 at 6%.
201313$75,810$30,170$10,057iApproximate average salary by contribution assumption: employee only about $251,417 at 4% or $167,611 at 6%; with 50% employer match about $167,611 at 4% or $111,741 at 6%; with 100% employer match about $125,708 at 4% or $83,806 at 6%.
Rohlik Financial Group LLC 401(K) Plan-3$75,810$30,170$10,057iApproximate average salary by contribution assumption: employee only about $251,417 at 4% or $167,611 at 6%; with 50% employer match about $167,611 at 4% or $111,741 at 6%; with 100% employer match about $125,708 at 4% or $83,806 at 6%.
201213$42,033$29,762$9,921iApproximate average salary by contribution assumption: employee only about $248,017 at 4% or $165,344 at 6%; with 50% employer match about $165,344 at 4% or $110,230 at 6%; with 100% employer match about $124,008 at 4% or $82,672 at 6%.
Rohlik Financial Group LLC 401(K) Plan-3$42,033$29,762$9,921iApproximate average salary by contribution assumption: employee only about $248,017 at 4% or $165,344 at 6%; with 50% employer match about $165,344 at 4% or $110,230 at 6%; with 100% employer match about $124,008 at 4% or $82,672 at 6%.
201113$11,282$11,180$3,727iApproximate average salary by contribution assumption: employee only about $93,167 at 4% or $62,111 at 6%; with 50% employer match about $62,111 at 4% or $41,407 at 6%; with 100% employer match about $46,583 at 4% or $31,056 at 6%.
Rohlik Financial Group LLC 401(K) Plan-3$11,282$11,180$3,727iApproximate average salary by contribution assumption: employee only about $93,167 at 4% or $62,111 at 6%; with 50% employer match about $62,111 at 4% or $41,407 at 6%; with 100% employer match about $46,583 at 4% or $31,056 at 6%.