Civic Intelligence

Kaztex Financial Inc.

Plan context: Kaztex Financial Inc. Profit Sharing and Savings Plan

EIN 39-1333802 • Pewaukee, WI • 28 filings • 2 plans

N28 W23000 Roundy DriveSuite 203Pewaukee, WI 53072
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$937,676

2025 Contributions

$89,319

Historical Graphs

Total Assets Over Time

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

$5,408,820$2,704,410$0199920132025YearValue
$937,676Latest year 2025

Participants Over Time

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

34170199920122025YearValue
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$937,676$89,319$17,864iApproximate average salary by contribution assumption: employee only about $446,595 at 4% or $297,730 at 6%; with 50% employer match about $297,730 at 4% or $198,487 at 6%; with 100% employer match about $223,298 at 4% or $148,865 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$937,676$89,319$17,864iApproximate average salary by contribution assumption: employee only about $446,595 at 4% or $297,730 at 6%; with 50% employer match about $297,730 at 4% or $198,487 at 6%; with 100% employer match about $223,298 at 4% or $148,865 at 6%.
202415$683,722$66,724$13,345iApproximate average salary by contribution assumption: employee only about $333,620 at 4% or $222,413 at 6%; with 50% employer match about $222,413 at 4% or $148,276 at 6%; with 100% employer match about $166,810 at 4% or $111,207 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$683,722$66,724$13,345iApproximate average salary by contribution assumption: employee only about $333,620 at 4% or $222,413 at 6%; with 50% employer match about $222,413 at 4% or $148,276 at 6%; with 100% employer match about $166,810 at 4% or $111,207 at 6%.
202315$668,253$93,778$18,756iApproximate average salary by contribution assumption: employee only about $468,890 at 4% or $312,593 at 6%; with 50% employer match about $312,593 at 4% or $208,396 at 6%; with 100% employer match about $234,445 at 4% or $156,297 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$668,253$93,778$18,756iApproximate average salary by contribution assumption: employee only about $468,890 at 4% or $312,593 at 6%; with 50% employer match about $312,593 at 4% or $208,396 at 6%; with 100% employer match about $234,445 at 4% or $156,297 at 6%.
202215$550,898$77,250$15,450iApproximate average salary by contribution assumption: employee only about $386,250 at 4% or $257,500 at 6%; with 50% employer match about $257,500 at 4% or $171,667 at 6%; with 100% employer match about $193,125 at 4% or $128,750 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$550,898$77,250$15,450iApproximate average salary by contribution assumption: employee only about $386,250 at 4% or $257,500 at 6%; with 50% employer match about $257,500 at 4% or $171,667 at 6%; with 100% employer match about $193,125 at 4% or $128,750 at 6%.
202115$5,183,207$36,770$7,354iApproximate average salary by contribution assumption: employee only about $183,850 at 4% or $122,567 at 6%; with 50% employer match about $122,567 at 4% or $81,711 at 6%; with 100% employer match about $91,925 at 4% or $61,283 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$5,183,207$36,770$7,354iApproximate average salary by contribution assumption: employee only about $183,850 at 4% or $122,567 at 6%; with 50% employer match about $122,567 at 4% or $81,711 at 6%; with 100% employer match about $91,925 at 4% or $61,283 at 6%.
202016$4,316,542$32,830$5,472iApproximate average salary by contribution assumption: employee only about $136,792 at 4% or $91,194 at 6%; with 50% employer match about $91,194 at 4% or $60,796 at 6%; with 100% employer match about $68,396 at 4% or $45,597 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-6$4,316,542$32,830$5,472iApproximate average salary by contribution assumption: employee only about $136,792 at 4% or $91,194 at 6%; with 50% employer match about $91,194 at 4% or $60,796 at 6%; with 100% employer match about $68,396 at 4% or $45,597 at 6%.
201915$4,652,530$32,340$6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$4,652,530$32,340$6,468iApproximate average salary by contribution assumption: employee only about $161,700 at 4% or $107,800 at 6%; with 50% employer match about $107,800 at 4% or $71,867 at 6%; with 100% employer match about $80,850 at 4% or $53,900 at 6%.
201815$4,024,910$46,513$9,303iApproximate average salary by contribution assumption: employee only about $232,565 at 4% or $155,043 at 6%; with 50% employer match about $155,043 at 4% or $103,362 at 6%; with 100% employer match about $116,283 at 4% or $77,522 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$4,024,910$46,513$9,303iApproximate average salary by contribution assumption: employee only about $232,565 at 4% or $155,043 at 6%; with 50% employer match about $155,043 at 4% or $103,362 at 6%; with 100% employer match about $116,283 at 4% or $77,522 at 6%.
201715$5,408,820$46,784$9,357iApproximate average salary by contribution assumption: employee only about $233,920 at 4% or $155,947 at 6%; with 50% employer match about $155,947 at 4% or $103,964 at 6%; with 100% employer match about $116,960 at 4% or $77,973 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$5,408,820$46,784$9,357iApproximate average salary by contribution assumption: employee only about $233,920 at 4% or $155,947 at 6%; with 50% employer match about $155,947 at 4% or $103,964 at 6%; with 100% employer match about $116,960 at 4% or $77,973 at 6%.
201615$4,989,215$48,631$9,726iApproximate average salary by contribution assumption: employee only about $243,155 at 4% or $162,103 at 6%; with 50% employer match about $162,103 at 4% or $108,069 at 6%; with 100% employer match about $121,578 at 4% or $81,052 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$4,989,215$48,631$9,726iApproximate average salary by contribution assumption: employee only about $243,155 at 4% or $162,103 at 6%; with 50% employer match about $162,103 at 4% or $108,069 at 6%; with 100% employer match about $121,578 at 4% or $81,052 at 6%.
201515$4,088,451$50,135$10,027iApproximate average salary by contribution assumption: employee only about $250,675 at 4% or $167,117 at 6%; with 50% employer match about $167,117 at 4% or $111,411 at 6%; with 100% employer match about $125,338 at 4% or $83,558 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-5$4,088,451$50,135$10,027iApproximate average salary by contribution assumption: employee only about $250,675 at 4% or $167,117 at 6%; with 50% employer match about $167,117 at 4% or $111,411 at 6%; with 100% employer match about $125,338 at 4% or $83,558 at 6%.
201414$4,720,645$40,966$10,242iApproximate average salary by contribution assumption: employee only about $256,038 at 4% or $170,692 at 6%; with 50% employer match about $170,692 at 4% or $113,794 at 6%; with 100% employer match about $128,019 at 4% or $85,346 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-4$4,720,645$40,966$10,242iApproximate average salary by contribution assumption: employee only about $256,038 at 4% or $170,692 at 6%; with 50% employer match about $170,692 at 4% or $113,794 at 6%; with 100% employer match about $128,019 at 4% or $85,346 at 6%.
201314$4,631,246$37,297$9,324iApproximate average salary by contribution assumption: employee only about $233,106 at 4% or $155,404 at 6%; with 50% employer match about $155,404 at 4% or $103,603 at 6%; with 100% employer match about $116,553 at 4% or $77,702 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-4$4,631,246$37,297$9,324iApproximate average salary by contribution assumption: employee only about $233,106 at 4% or $155,404 at 6%; with 50% employer match about $155,404 at 4% or $103,603 at 6%; with 100% employer match about $116,553 at 4% or $77,702 at 6%.
201214$4,187,870$90,378$22,595iApproximate average salary by contribution assumption: employee only about $564,863 at 4% or $376,575 at 6%; with 50% employer match about $376,575 at 4% or $251,050 at 6%; with 100% employer match about $282,431 at 4% or $188,288 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-4$4,187,870$90,378$22,595iApproximate average salary by contribution assumption: employee only about $564,863 at 4% or $376,575 at 6%; with 50% employer match about $376,575 at 4% or $251,050 at 6%; with 100% employer match about $282,431 at 4% or $188,288 at 6%.
201114$3,479,473$101,146$25,287iApproximate average salary by contribution assumption: employee only about $632,163 at 4% or $421,442 at 6%; with 50% employer match about $421,442 at 4% or $280,961 at 6%; with 100% employer match about $316,081 at 4% or $210,721 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-4$3,479,473$101,146$25,287iApproximate average salary by contribution assumption: employee only about $632,163 at 4% or $421,442 at 6%; with 50% employer match about $421,442 at 4% or $280,961 at 6%; with 100% employer match about $316,081 at 4% or $210,721 at 6%.
201014$3,240,485$86,177$21,544iApproximate average salary by contribution assumption: employee only about $538,606 at 4% or $359,071 at 6%; with 50% employer match about $359,071 at 4% or $239,381 at 6%; with 100% employer match about $269,303 at 4% or $179,535 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-4$3,240,485$86,177$21,544iApproximate average salary by contribution assumption: employee only about $538,606 at 4% or $359,071 at 6%; with 50% employer match about $359,071 at 4% or $239,381 at 6%; with 100% employer match about $269,303 at 4% or $179,535 at 6%.
200913$2,612,795$92,730$30,910iApproximate average salary by contribution assumption: employee only about $772,750 at 4% or $515,167 at 6%; with 50% employer match about $515,167 at 4% or $343,444 at 6%; with 100% employer match about $386,375 at 4% or $257,583 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-3$2,612,795$92,730$30,910iApproximate average salary by contribution assumption: employee only about $772,750 at 4% or $515,167 at 6%; with 50% employer match about $515,167 at 4% or $343,444 at 6%; with 100% employer match about $386,375 at 4% or $257,583 at 6%.
200813$1,865,546$77,178$25,726iApproximate average salary by contribution assumption: employee only about $643,150 at 4% or $428,767 at 6%; with 50% employer match about $428,767 at 4% or $285,844 at 6%; with 100% employer match about $321,575 at 4% or $214,383 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-3$1,865,546$77,178$25,726iApproximate average salary by contribution assumption: employee only about $643,150 at 4% or $428,767 at 6%; with 50% employer match about $428,767 at 4% or $285,844 at 6%; with 100% employer match about $321,575 at 4% or $214,383 at 6%.
200713$2,854,592$66,790$22,263iApproximate average salary by contribution assumption: employee only about $556,583 at 4% or $371,056 at 6%; with 50% employer match about $371,056 at 4% or $247,370 at 6%; with 100% employer match about $278,292 at 4% or $185,528 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-3$2,854,592$66,790$22,263iApproximate average salary by contribution assumption: employee only about $556,583 at 4% or $371,056 at 6%; with 50% employer match about $371,056 at 4% or $247,370 at 6%; with 100% employer match about $278,292 at 4% or $185,528 at 6%.
200611$2,891,058$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-1$2,891,058$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200512$3,290,096$96,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-2$3,290,096$96,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
200412$2,829,445$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-2$2,829,445$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200312$2,648,661$247,562$123,781iApproximate average salary by contribution assumption: employee only about $3,094,525 at 4% or $2,063,017 at 6%; with 50% employer match about $2,063,017 at 4% or $1,375,344 at 6%; with 100% employer match about $1,547,263 at 4% or $1,031,508 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-2$2,648,661$247,562$123,781iApproximate average salary by contribution assumption: employee only about $3,094,525 at 4% or $2,063,017 at 6%; with 50% employer match about $2,063,017 at 4% or $1,375,344 at 6%; with 100% employer match about $1,547,263 at 4% or $1,031,508 at 6%.
2002234$2,558,548$252,854$7,437iApproximate average salary by contribution assumption: employee only about $185,922 at 4% or $123,948 at 6%; with 50% employer match about $123,948 at 4% or $82,632 at 6%; with 100% employer match about $92,961 at 4% or $61,974 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-29$2,558,548$252,854$8,719iApproximate average salary by contribution assumption: employee only about $217,978 at 4% or $145,318 at 6%; with 50% employer match about $145,318 at 4% or $96,879 at 6%; with 100% employer match about $108,989 at 4% or $72,659 at 6%.
KAZTEX FINANCIAL INC FLEXIBLE BENEFITS CAFETERIA PLAN-34---
2001127$0$0-
Kaztex Financial Inc. Profit Sharing and Savings Plan-27---
2000123$2,863,220$214,827$9,340iApproximate average salary by contribution assumption: employee only about $233,508 at 4% or $155,672 at 6%; with 50% employer match about $155,672 at 4% or $103,781 at 6%; with 100% employer match about $116,754 at 4% or $77,836 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-23$2,863,220$214,827$9,340iApproximate average salary by contribution assumption: employee only about $233,508 at 4% or $155,672 at 6%; with 50% employer match about $155,672 at 4% or $103,781 at 6%; with 100% employer match about $116,754 at 4% or $77,836 at 6%.
1999122$2,579,301$178,835$8,129iApproximate average salary by contribution assumption: employee only about $203,222 at 4% or $135,481 at 6%; with 50% employer match about $135,481 at 4% or $90,321 at 6%; with 100% employer match about $101,611 at 4% or $67,741 at 6%.
Kaztex Financial Inc. Profit Sharing and Savings Plan-22$2,579,301$178,835$8,129iApproximate average salary by contribution assumption: employee only about $203,222 at 4% or $135,481 at 6%; with 50% employer match about $135,481 at 4% or $90,321 at 6%; with 100% employer match about $101,611 at 4% or $67,741 at 6%.