Civic Intelligence

Nusource Financial LLC

Plan context: Nusource Financial Retirement Plan

EIN 30-0858798 • Eden Prairie, MN • 11 filings • 1 plans

9749 Hamilton RoadEden Prairie, MN 55344
Current Snapshot

Latest Year

2025

2025 Participants

91

2025 Assets

$9,948,717

2025 Contributions

$989,374

Historical Graphs

Total Assets Over Time

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

$9,948,717$4,974,359$0201520202025YearValue
$9,948,717Latest year 2025

Participants Over Time

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

91460201520202025YearValue
91Latest 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
2025191$9,948,717$989,374$10,872iApproximate average salary by contribution assumption: employee only about $271,806 at 4% or $181,204 at 6%; with 50% employer match about $181,204 at 4% or $120,803 at 6%; with 100% employer match about $135,903 at 4% or $90,602 at 6%.
Nusource Financial Retirement Plan-91$9,948,717$989,374$10,872iApproximate average salary by contribution assumption: employee only about $271,806 at 4% or $181,204 at 6%; with 50% employer match about $181,204 at 4% or $120,803 at 6%; with 100% employer match about $135,903 at 4% or $90,602 at 6%.
2024191$8,515,802$1,598,755$17,569iApproximate average salary by contribution assumption: employee only about $439,218 at 4% or $292,812 at 6%; with 50% employer match about $292,812 at 4% or $195,208 at 6%; with 100% employer match about $219,609 at 4% or $146,406 at 6%.
Nusource Financial Retirement Plan-91$8,515,802$1,598,755$17,569iApproximate average salary by contribution assumption: employee only about $439,218 at 4% or $292,812 at 6%; with 50% employer match about $292,812 at 4% or $195,208 at 6%; with 100% employer match about $219,609 at 4% or $146,406 at 6%.
2023180$7,568,252$867,534$10,844iApproximate average salary by contribution assumption: employee only about $271,104 at 4% or $180,736 at 6%; with 50% employer match about $180,736 at 4% or $120,491 at 6%; with 100% employer match about $135,552 at 4% or $90,368 at 6%.
Nusource Financial Retirement Plan-80$7,568,252$867,534$10,844iApproximate average salary by contribution assumption: employee only about $271,104 at 4% or $180,736 at 6%; with 50% employer match about $180,736 at 4% or $120,491 at 6%; with 100% employer match about $135,552 at 4% or $90,368 at 6%.
2022167$5,762,903$723,573$10,800iApproximate average salary by contribution assumption: employee only about $269,990 at 4% or $179,993 at 6%; with 50% employer match about $179,993 at 4% or $119,996 at 6%; with 100% employer match about $134,995 at 4% or $89,997 at 6%.
Nusource Financial Retirement Plan-67$5,762,903$723,573$10,800iApproximate average salary by contribution assumption: employee only about $269,990 at 4% or $179,993 at 6%; with 50% employer match about $179,993 at 4% or $119,996 at 6%; with 100% employer match about $134,995 at 4% or $89,997 at 6%.
2021163$6,304,493$764,912$12,141iApproximate average salary by contribution assumption: employee only about $303,537 at 4% or $202,358 at 6%; with 50% employer match about $202,358 at 4% or $134,905 at 6%; with 100% employer match about $151,768 at 4% or $101,179 at 6%.
Nusource Financial Retirement Plan-63$6,304,493$764,912$12,141iApproximate average salary by contribution assumption: employee only about $303,537 at 4% or $202,358 at 6%; with 50% employer match about $202,358 at 4% or $134,905 at 6%; with 100% employer match about $151,768 at 4% or $101,179 at 6%.
2020162$5,033,387$667,014$10,758iApproximate average salary by contribution assumption: employee only about $268,957 at 4% or $179,305 at 6%; with 50% employer match about $179,305 at 4% or $119,537 at 6%; with 100% employer match about $134,479 at 4% or $89,652 at 6%.
Nusource Financial Retirement Plan-62$5,033,387$667,014$10,758iApproximate average salary by contribution assumption: employee only about $268,957 at 4% or $179,305 at 6%; with 50% employer match about $179,305 at 4% or $119,537 at 6%; with 100% employer match about $134,479 at 4% or $89,652 at 6%.
2019155$3,899,769$643,385$11,698iApproximate average salary by contribution assumption: employee only about $292,448 at 4% or $194,965 at 6%; with 50% employer match about $194,965 at 4% or $129,977 at 6%; with 100% employer match about $146,224 at 4% or $97,483 at 6%.
Nusource Financial Retirement Plan-55$3,899,769$643,385$11,698iApproximate average salary by contribution assumption: employee only about $292,448 at 4% or $194,965 at 6%; with 50% employer match about $194,965 at 4% or $129,977 at 6%; with 100% employer match about $146,224 at 4% or $97,483 at 6%.
2018155$2,746,988$418,020$7,600iApproximate average salary by contribution assumption: employee only about $190,009 at 4% or $126,673 at 6%; with 50% employer match about $126,673 at 4% or $84,448 at 6%; with 100% employer match about $95,005 at 4% or $63,336 at 6%.
Nusource Financial Retirement Plan-55$2,746,988$418,020$7,600iApproximate average salary by contribution assumption: employee only about $190,009 at 4% or $126,673 at 6%; with 50% employer match about $126,673 at 4% or $84,448 at 6%; with 100% employer match about $95,005 at 4% or $63,336 at 6%.
2017149$2,662,540$394,222$8,045iApproximate average salary by contribution assumption: employee only about $201,134 at 4% or $134,089 at 6%; with 50% employer match about $134,089 at 4% or $89,393 at 6%; with 100% employer match about $100,567 at 4% or $67,045 at 6%.
Nusource Financial Retirement Plan-49$2,662,540$394,222$8,045iApproximate average salary by contribution assumption: employee only about $201,134 at 4% or $134,089 at 6%; with 50% employer match about $134,089 at 4% or $89,393 at 6%; with 100% employer match about $100,567 at 4% or $67,045 at 6%.
2016152$2,022,551$339,369$6,526iApproximate average salary by contribution assumption: employee only about $163,158 at 4% or $108,772 at 6%; with 50% employer match about $108,772 at 4% or $72,515 at 6%; with 100% employer match about $81,579 at 4% or $54,386 at 6%.
Nusource Financial Retirement Plan-52$2,022,551$339,369$6,526iApproximate average salary by contribution assumption: employee only about $163,158 at 4% or $108,772 at 6%; with 50% employer match about $108,772 at 4% or $72,515 at 6%; with 100% employer match about $81,579 at 4% or $54,386 at 6%.
2015154$1,899,766$428,545$7,936iApproximate average salary by contribution assumption: employee only about $198,400 at 4% or $132,267 at 6%; with 50% employer match about $132,267 at 4% or $88,178 at 6%; with 100% employer match about $99,200 at 4% or $66,133 at 6%.
Nusource Financial Retirement Plan-54$1,899,766$428,545$7,936iApproximate average salary by contribution assumption: employee only about $198,400 at 4% or $132,267 at 6%; with 50% employer match about $132,267 at 4% or $88,178 at 6%; with 100% employer match about $99,200 at 4% or $66,133 at 6%.