Civic Intelligence

K.P. Financial Management LLC DBA Caissa Wealth Strategies

Plan context: K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan

EIN 27-0584511 • Bloomington, MN • 13 filings • 3 plans

7825 Washington Avenue S.Bloomington, MN 55439
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,848,433

2024 Contributions

$223,081

Historical Graphs

Total Assets Over Time

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

$1,848,433$924,217$0201220182024YearValue
$1,848,433Latest year 2024

Participants Over Time

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

1370201220182024YearValue
13Latest 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
2024113$1,848,433$223,081$17,160iApproximate average salary by contribution assumption: employee only about $429,002 at 4% or $286,001 at 6%; with 50% employer match about $286,001 at 4% or $190,668 at 6%; with 100% employer match about $214,501 at 4% or $143,001 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-13$1,848,433$223,081$17,160iApproximate average salary by contribution assumption: employee only about $429,002 at 4% or $286,001 at 6%; with 50% employer match about $286,001 at 4% or $190,668 at 6%; with 100% employer match about $214,501 at 4% or $143,001 at 6%.
2023111$1,403,579$178,694$16,245iApproximate average salary by contribution assumption: employee only about $406,123 at 4% or $270,748 at 6%; with 50% employer match about $270,748 at 4% or $180,499 at 6%; with 100% employer match about $203,061 at 4% or $135,374 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-11$1,403,579$178,694$16,245iApproximate average salary by contribution assumption: employee only about $406,123 at 4% or $270,748 at 6%; with 50% employer match about $270,748 at 4% or $180,499 at 6%; with 100% employer match about $203,061 at 4% or $135,374 at 6%.
202219$1,191,173$152,895$16,988iApproximate average salary by contribution assumption: employee only about $424,708 at 4% or $283,139 at 6%; with 50% employer match about $283,139 at 4% or $188,759 at 6%; with 100% employer match about $212,354 at 4% or $141,569 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-9$1,191,173$152,895$16,988iApproximate average salary by contribution assumption: employee only about $424,708 at 4% or $283,139 at 6%; with 50% employer match about $283,139 at 4% or $188,759 at 6%; with 100% employer match about $212,354 at 4% or $141,569 at 6%.
202115$1,214,521$91,285$18,257iApproximate average salary by contribution assumption: employee only about $456,425 at 4% or $304,283 at 6%; with 50% employer match about $304,283 at 4% or $202,856 at 6%; with 100% employer match about $228,213 at 4% or $152,142 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-5$1,214,521$91,285$18,257iApproximate average salary by contribution assumption: employee only about $456,425 at 4% or $304,283 at 6%; with 50% employer match about $304,283 at 4% or $202,856 at 6%; with 100% employer match about $228,213 at 4% or $152,142 at 6%.
202015$1,160,819$88,451$17,690iApproximate average salary by contribution assumption: employee only about $442,255 at 4% or $294,837 at 6%; with 50% employer match about $294,837 at 4% or $196,558 at 6%; with 100% employer match about $221,128 at 4% or $147,418 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-5$1,160,819$88,451$17,690iApproximate average salary by contribution assumption: employee only about $442,255 at 4% or $294,837 at 6%; with 50% employer match about $294,837 at 4% or $196,558 at 6%; with 100% employer match about $221,128 at 4% or $147,418 at 6%.
201915$918,494$622,296$124,459iApproximate average salary by contribution assumption: employee only about $3,111,480 at 4% or $2,074,320 at 6%; with 50% employer match about $2,074,320 at 4% or $1,382,880 at 6%; with 100% employer match about $1,555,740 at 4% or $1,037,160 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-5$918,494$622,296$124,459iApproximate average salary by contribution assumption: employee only about $3,111,480 at 4% or $2,074,320 at 6%; with 50% employer match about $2,074,320 at 4% or $1,382,880 at 6%; with 100% employer match about $1,555,740 at 4% or $1,037,160 at 6%.
201814$248,004$59,874$14,969iApproximate average salary by contribution assumption: employee only about $374,213 at 4% or $249,475 at 6%; with 50% employer match about $249,475 at 4% or $166,317 at 6%; with 100% employer match about $187,106 at 4% or $124,738 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-4$248,004$59,874$14,969iApproximate average salary by contribution assumption: employee only about $374,213 at 4% or $249,475 at 6%; with 50% employer match about $249,475 at 4% or $166,317 at 6%; with 100% employer match about $187,106 at 4% or $124,738 at 6%.
201712$199,328$41,008$20,504iApproximate average salary by contribution assumption: employee only about $512,600 at 4% or $341,733 at 6%; with 50% employer match about $341,733 at 4% or $227,822 at 6%; with 100% employer match about $256,300 at 4% or $170,867 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-2$199,328$41,008$20,504iApproximate average salary by contribution assumption: employee only about $512,600 at 4% or $341,733 at 6%; with 50% employer match about $341,733 at 4% or $227,822 at 6%; with 100% employer match about $256,300 at 4% or $170,867 at 6%.
201612$133,649$37,055$18,528iApproximate average salary by contribution assumption: employee only about $463,188 at 4% or $308,792 at 6%; with 50% employer match about $308,792 at 4% or $205,861 at 6%; with 100% employer match about $231,594 at 4% or $154,396 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-2$133,649$37,055$18,528iApproximate average salary by contribution assumption: employee only about $463,188 at 4% or $308,792 at 6%; with 50% employer match about $308,792 at 4% or $205,861 at 6%; with 100% employer match about $231,594 at 4% or $154,396 at 6%.
201512$85,288$26,345$13,173iApproximate average salary by contribution assumption: employee only about $329,313 at 4% or $219,542 at 6%; with 50% employer match about $219,542 at 4% or $146,361 at 6%; with 100% employer match about $164,656 at 4% or $109,771 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-2$85,288$26,345$13,173iApproximate average salary by contribution assumption: employee only about $329,313 at 4% or $219,542 at 6%; with 50% employer match about $219,542 at 4% or $146,361 at 6%; with 100% employer match about $164,656 at 4% or $109,771 at 6%.
201411$60,234$20,700$20,700iApproximate average salary by contribution assumption: employee only about $517,500 at 4% or $345,000 at 6%; with 50% employer match about $345,000 at 4% or $230,000 at 6%; with 100% employer match about $258,750 at 4% or $172,500 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-1$60,234$20,700$20,700iApproximate average salary by contribution assumption: employee only about $517,500 at 4% or $345,000 at 6%; with 50% employer match about $345,000 at 4% or $230,000 at 6%; with 100% employer match about $258,750 at 4% or $172,500 at 6%.
201311$39,365$20,700$20,700iApproximate average salary by contribution assumption: employee only about $517,500 at 4% or $345,000 at 6%; with 50% employer match about $345,000 at 4% or $230,000 at 6%; with 100% employer match about $258,750 at 4% or $172,500 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-1$39,365$20,700$20,700iApproximate average salary by contribution assumption: employee only about $517,500 at 4% or $345,000 at 6%; with 50% employer match about $345,000 at 4% or $230,000 at 6%; with 100% employer match about $258,750 at 4% or $172,500 at 6%.
201211$17,569$17,002$17,002iApproximate average salary by contribution assumption: employee only about $425,050 at 4% or $283,367 at 6%; with 50% employer match about $283,367 at 4% or $188,911 at 6%; with 100% employer match about $212,525 at 4% or $141,683 at 6%.
K.P. Financial Management LLC DBA Caissa Wealth Strategies Roth 401(K) Plan-1$17,569$17,002$17,002iApproximate average salary by contribution assumption: employee only about $425,050 at 4% or $283,367 at 6%; with 50% employer match about $283,367 at 4% or $188,911 at 6%; with 100% employer match about $212,525 at 4% or $141,683 at 6%.