Civic Intelligence

Acumen Financial Advisors,

Plan context: Acumen Financial Group 401(K) Plan and Trust

EIN 27-1389760 • Edina, MN • 15 filings • 1 plans

3601 West 76th StreetSuite 475Edina, MN 55435
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,684,468

2024 Contributions

$168,909

Historical Graphs

Total Assets Over Time

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

$3,161,155$1,580,578$0201020172024YearValue
$2,684,468Latest year 2024

Participants Over Time

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

740201020172024YearValue
6Latest 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
202416$2,684,468$168,909$28,152iApproximate average salary by contribution assumption: employee only about $703,788 at 4% or $469,192 at 6%; with 50% employer match about $469,192 at 4% or $312,794 at 6%; with 100% employer match about $351,894 at 4% or $234,596 at 6%.
Acumen Financial Group 401(K) Plan and Trust-6$2,684,468$168,909$28,152iApproximate average salary by contribution assumption: employee only about $703,788 at 4% or $469,192 at 6%; with 50% employer match about $469,192 at 4% or $312,794 at 6%; with 100% employer match about $351,894 at 4% or $234,596 at 6%.
202316$2,274,448$159,543$26,591iApproximate average salary by contribution assumption: employee only about $664,763 at 4% or $443,175 at 6%; with 50% employer match about $443,175 at 4% or $295,450 at 6%; with 100% employer match about $332,381 at 4% or $221,588 at 6%.
Acumen Financial Group 401(K) Plan and Trust-6$2,274,448$159,543$26,591iApproximate average salary by contribution assumption: employee only about $664,763 at 4% or $443,175 at 6%; with 50% employer match about $443,175 at 4% or $295,450 at 6%; with 100% employer match about $332,381 at 4% or $221,588 at 6%.
202216$2,883,360$177,940$29,657iApproximate average salary by contribution assumption: employee only about $741,417 at 4% or $494,278 at 6%; with 50% employer match about $494,278 at 4% or $329,519 at 6%; with 100% employer match about $370,708 at 4% or $247,139 at 6%.
Acumen Financial Group 401(K) Plan and Trust-6$2,883,360$177,940$29,657iApproximate average salary by contribution assumption: employee only about $741,417 at 4% or $494,278 at 6%; with 50% employer match about $494,278 at 4% or $329,519 at 6%; with 100% employer match about $370,708 at 4% or $247,139 at 6%.
202116$3,161,155$186,211$31,035iApproximate average salary by contribution assumption: employee only about $775,879 at 4% or $517,253 at 6%; with 50% employer match about $517,253 at 4% or $344,835 at 6%; with 100% employer match about $387,940 at 4% or $258,626 at 6%.
Acumen Financial Group 401(K) Plan and Trust-6$3,161,155$186,211$31,035iApproximate average salary by contribution assumption: employee only about $775,879 at 4% or $517,253 at 6%; with 50% employer match about $517,253 at 4% or $344,835 at 6%; with 100% employer match about $387,940 at 4% or $258,626 at 6%.
202016$2,534,925$261,038$43,506iApproximate average salary by contribution assumption: employee only about $1,087,658 at 4% or $725,106 at 6%; with 50% employer match about $725,106 at 4% or $483,404 at 6%; with 100% employer match about $543,829 at 4% or $362,553 at 6%.
Acumen Financial Group 401(K) Plan and Trust-6$2,534,925$261,038$43,506iApproximate average salary by contribution assumption: employee only about $1,087,658 at 4% or $725,106 at 6%; with 50% employer match about $725,106 at 4% or $483,404 at 6%; with 100% employer match about $543,829 at 4% or $362,553 at 6%.
201917$2,061,943$415,218$59,317iApproximate average salary by contribution assumption: employee only about $1,482,921 at 4% or $988,614 at 6%; with 50% employer match about $988,614 at 4% or $659,076 at 6%; with 100% employer match about $741,461 at 4% or $494,307 at 6%.
Acumen Financial Group 401(K) Plan and Trust-7$2,061,943$415,218$59,317iApproximate average salary by contribution assumption: employee only about $1,482,921 at 4% or $988,614 at 6%; with 50% employer match about $988,614 at 4% or $659,076 at 6%; with 100% employer match about $741,461 at 4% or $494,307 at 6%.
201817$1,290,782$140,810$20,116iApproximate average salary by contribution assumption: employee only about $502,893 at 4% or $335,262 at 6%; with 50% employer match about $335,262 at 4% or $223,508 at 6%; with 100% employer match about $251,446 at 4% or $167,631 at 6%.
Acumen Financial Group 401(K) Plan and Trust-7$1,290,782$140,810$20,116iApproximate average salary by contribution assumption: employee only about $502,893 at 4% or $335,262 at 6%; with 50% employer match about $335,262 at 4% or $223,508 at 6%; with 100% employer match about $251,446 at 4% or $167,631 at 6%.
201717$1,236,524$162,113$23,159iApproximate average salary by contribution assumption: employee only about $578,975 at 4% or $385,983 at 6%; with 50% employer match about $385,983 at 4% or $257,322 at 6%; with 100% employer match about $289,488 at 4% or $192,992 at 6%.
Acumen Financial Group 401(K) Plan and Trust-7$1,236,524$162,113$23,159iApproximate average salary by contribution assumption: employee only about $578,975 at 4% or $385,983 at 6%; with 50% employer match about $385,983 at 4% or $257,322 at 6%; with 100% employer match about $289,488 at 4% or $192,992 at 6%.
201616$891,370$100,379$16,730iApproximate average salary by contribution assumption: employee only about $418,246 at 4% or $278,831 at 6%; with 50% employer match about $278,831 at 4% or $185,887 at 6%; with 100% employer match about $209,123 at 4% or $139,415 at 6%.
Acumen Financial Group 401(K) Plan and Trust-6$891,370$100,379$16,730iApproximate average salary by contribution assumption: employee only about $418,246 at 4% or $278,831 at 6%; with 50% employer match about $278,831 at 4% or $185,887 at 6%; with 100% employer match about $209,123 at 4% or $139,415 at 6%.
201515$698,080$84,602$16,920iApproximate average salary by contribution assumption: employee only about $423,010 at 4% or $282,007 at 6%; with 50% employer match about $282,007 at 4% or $188,004 at 6%; with 100% employer match about $211,505 at 4% or $141,003 at 6%.
Acumen Financial Group 401(K) Plan and Trust-5$698,080$84,602$16,920iApproximate average salary by contribution assumption: employee only about $423,010 at 4% or $282,007 at 6%; with 50% employer match about $282,007 at 4% or $188,004 at 6%; with 100% employer match about $211,505 at 4% or $141,003 at 6%.
201416$901,709$114,452$19,075iApproximate average salary by contribution assumption: employee only about $476,883 at 4% or $317,922 at 6%; with 50% employer match about $317,922 at 4% or $211,948 at 6%; with 100% employer match about $238,442 at 4% or $158,961 at 6%.
Acumen Financial Group 401(K) Plan and Trust-6$901,709$114,452$19,075iApproximate average salary by contribution assumption: employee only about $476,883 at 4% or $317,922 at 6%; with 50% employer match about $317,922 at 4% or $211,948 at 6%; with 100% employer match about $238,442 at 4% or $158,961 at 6%.
201316$755,173$105,015$17,503iApproximate average salary by contribution assumption: employee only about $437,563 at 4% or $291,708 at 6%; with 50% employer match about $291,708 at 4% or $194,472 at 6%; with 100% employer match about $218,781 at 4% or $145,854 at 6%.
Acumen Financial Group 401(K) Plan and Trust-6$755,173$105,015$17,503iApproximate average salary by contribution assumption: employee only about $437,563 at 4% or $291,708 at 6%; with 50% employer match about $291,708 at 4% or $194,472 at 6%; with 100% employer match about $218,781 at 4% or $145,854 at 6%.
201216$517,697$102,064$17,011iApproximate average salary by contribution assumption: employee only about $425,267 at 4% or $283,511 at 6%; with 50% employer match about $283,511 at 4% or $189,007 at 6%; with 100% employer match about $212,633 at 4% or $141,756 at 6%.
Acumen Financial Group 401(K) Plan and Trust-6$517,697$102,064$17,011iApproximate average salary by contribution assumption: employee only about $425,267 at 4% or $283,511 at 6%; with 50% employer match about $283,511 at 4% or $189,007 at 6%; with 100% employer match about $212,633 at 4% or $141,756 at 6%.
201115$360,336$86,430$17,286iApproximate average salary by contribution assumption: employee only about $432,150 at 4% or $288,100 at 6%; with 50% employer match about $288,100 at 4% or $192,067 at 6%; with 100% employer match about $216,075 at 4% or $144,050 at 6%.
Acumen Financial Group 401(K) Plan and Trust-5$360,336$86,430$17,286iApproximate average salary by contribution assumption: employee only about $432,150 at 4% or $288,100 at 6%; with 50% employer match about $288,100 at 4% or $192,067 at 6%; with 100% employer match about $216,075 at 4% or $144,050 at 6%.
201014$295,776$73,720$18,430iApproximate average salary by contribution assumption: employee only about $460,750 at 4% or $307,167 at 6%; with 50% employer match about $307,167 at 4% or $204,778 at 6%; with 100% employer match about $230,375 at 4% or $153,583 at 6%.
Acumen Financial Group 401(K) Plan and Trust-4$295,776$73,720$18,430iApproximate average salary by contribution assumption: employee only about $460,750 at 4% or $307,167 at 6%; with 50% employer match about $307,167 at 4% or $204,778 at 6%; with 100% employer match about $230,375 at 4% or $153,583 at 6%.