Civic Intelligence

The Rivergroup Financial Advisors LLC

Plan context: The Rivergroup Financial Advisors Savings Plan

EIN 27-5211623 • Osceola, WI • 12 filings • 1 plans

201 3rd AvenueP O Box 819Osceola, WI 54020
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$3,034,742

2024 Contributions

$223,203

Historical Graphs

Total Assets Over Time

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

$3,034,742$1,517,371$0201320192024YearValue
$3,034,742Latest year 2024

Participants Over Time

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

950201320192024YearValue
9Latest 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
202419$3,034,742$223,203$24,800iApproximate average salary by contribution assumption: employee only about $620,008 at 4% or $413,339 at 6%; with 50% employer match about $413,339 at 4% or $275,559 at 6%; with 100% employer match about $310,004 at 4% or $206,669 at 6%.
The Rivergroup Financial Advisors Savings Plan-9$3,034,742$223,203$24,800iApproximate average salary by contribution assumption: employee only about $620,008 at 4% or $413,339 at 6%; with 50% employer match about $413,339 at 4% or $275,559 at 6%; with 100% employer match about $310,004 at 4% or $206,669 at 6%.
202319$2,531,154$173,763$19,307iApproximate average salary by contribution assumption: employee only about $482,675 at 4% or $321,783 at 6%; with 50% employer match about $321,783 at 4% or $214,522 at 6%; with 100% employer match about $241,338 at 4% or $160,892 at 6%.
The Rivergroup Financial Advisors Savings Plan-9$2,531,154$173,763$19,307iApproximate average salary by contribution assumption: employee only about $482,675 at 4% or $321,783 at 6%; with 50% employer match about $321,783 at 4% or $214,522 at 6%; with 100% employer match about $241,338 at 4% or $160,892 at 6%.
202218$2,021,067$178,502$22,313iApproximate average salary by contribution assumption: employee only about $557,819 at 4% or $371,879 at 6%; with 50% employer match about $371,879 at 4% or $247,919 at 6%; with 100% employer match about $278,909 at 4% or $185,940 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$2,021,067$178,502$22,313iApproximate average salary by contribution assumption: employee only about $557,819 at 4% or $371,879 at 6%; with 50% employer match about $371,879 at 4% or $247,919 at 6%; with 100% employer match about $278,909 at 4% or $185,940 at 6%.
202118$2,209,547$176,001$22,000iApproximate average salary by contribution assumption: employee only about $550,003 at 4% or $366,669 at 6%; with 50% employer match about $366,669 at 4% or $244,446 at 6%; with 100% employer match about $275,002 at 4% or $183,334 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$2,209,547$176,001$22,000iApproximate average salary by contribution assumption: employee only about $550,003 at 4% or $366,669 at 6%; with 50% employer match about $366,669 at 4% or $244,446 at 6%; with 100% employer match about $275,002 at 4% or $183,334 at 6%.
202018$1,760,374$132,915$16,614iApproximate average salary by contribution assumption: employee only about $415,359 at 4% or $276,906 at 6%; with 50% employer match about $276,906 at 4% or $184,604 at 6%; with 100% employer match about $207,680 at 4% or $138,453 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$1,760,374$132,915$16,614iApproximate average salary by contribution assumption: employee only about $415,359 at 4% or $276,906 at 6%; with 50% employer match about $276,906 at 4% or $184,604 at 6%; with 100% employer match about $207,680 at 4% or $138,453 at 6%.
201918$1,343,503$106,992$13,374iApproximate average salary by contribution assumption: employee only about $334,350 at 4% or $222,900 at 6%; with 50% employer match about $222,900 at 4% or $148,600 at 6%; with 100% employer match about $167,175 at 4% or $111,450 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$1,343,503$106,992$13,374iApproximate average salary by contribution assumption: employee only about $334,350 at 4% or $222,900 at 6%; with 50% employer match about $222,900 at 4% or $148,600 at 6%; with 100% employer match about $167,175 at 4% or $111,450 at 6%.
201818$1,002,124$104,739$13,092iApproximate average salary by contribution assumption: employee only about $327,309 at 4% or $218,206 at 6%; with 50% employer match about $218,206 at 4% or $145,471 at 6%; with 100% employer match about $163,655 at 4% or $109,103 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$1,002,124$104,739$13,092iApproximate average salary by contribution assumption: employee only about $327,309 at 4% or $218,206 at 6%; with 50% employer match about $218,206 at 4% or $145,471 at 6%; with 100% employer match about $163,655 at 4% or $109,103 at 6%.
201718$998,002$107,177$13,397iApproximate average salary by contribution assumption: employee only about $334,928 at 4% or $223,285 at 6%; with 50% employer match about $223,285 at 4% or $148,857 at 6%; with 100% employer match about $167,464 at 4% or $111,643 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$998,002$107,177$13,397iApproximate average salary by contribution assumption: employee only about $334,928 at 4% or $223,285 at 6%; with 50% employer match about $223,285 at 4% or $148,857 at 6%; with 100% employer match about $167,464 at 4% or $111,643 at 6%.
201618$744,713$97,380$12,173iApproximate average salary by contribution assumption: employee only about $304,313 at 4% or $202,875 at 6%; with 50% employer match about $202,875 at 4% or $135,250 at 6%; with 100% employer match about $152,156 at 4% or $101,438 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$744,713$97,380$12,173iApproximate average salary by contribution assumption: employee only about $304,313 at 4% or $202,875 at 6%; with 50% employer match about $202,875 at 4% or $135,250 at 6%; with 100% employer match about $152,156 at 4% or $101,438 at 6%.
201518$598,434$90,459$11,307iApproximate average salary by contribution assumption: employee only about $282,684 at 4% or $188,456 at 6%; with 50% employer match about $188,456 at 4% or $125,638 at 6%; with 100% employer match about $141,342 at 4% or $94,228 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$598,434$90,459$11,307iApproximate average salary by contribution assumption: employee only about $282,684 at 4% or $188,456 at 6%; with 50% employer match about $188,456 at 4% or $125,638 at 6%; with 100% employer match about $141,342 at 4% or $94,228 at 6%.
201418$534,282$85,654$10,707iApproximate average salary by contribution assumption: employee only about $267,669 at 4% or $178,446 at 6%; with 50% employer match about $178,446 at 4% or $118,964 at 6%; with 100% employer match about $133,834 at 4% or $89,223 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$534,282$85,654$10,707iApproximate average salary by contribution assumption: employee only about $267,669 at 4% or $178,446 at 6%; with 50% employer match about $178,446 at 4% or $118,964 at 6%; with 100% employer match about $133,834 at 4% or $89,223 at 6%.
201318$425,830$378,969$47,371iApproximate average salary by contribution assumption: employee only about $1,184,278 at 4% or $789,519 at 6%; with 50% employer match about $789,519 at 4% or $526,346 at 6%; with 100% employer match about $592,139 at 4% or $394,759 at 6%.
The Rivergroup Financial Advisors Savings Plan-8$425,830$378,969$47,371iApproximate average salary by contribution assumption: employee only about $1,184,278 at 4% or $789,519 at 6%; with 50% employer match about $789,519 at 4% or $526,346 at 6%; with 100% employer match about $592,139 at 4% or $394,759 at 6%.