Community Financial Service
Plan context: Community Financial 401K Plan
EIN 39-1435811 • Milwaukee, WI • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$1,603,910
2024 Contributions
$55,619
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 26 | $1,603,910 | $55,619 | $2,139iApproximate average salary by contribution assumption: employee only about $53,480 at 4% or $35,653 at 6%; with 50% employer match about $35,653 at 4% or $23,769 at 6%; with 100% employer match about $26,740 at 4% or $17,827 at 6%. |
| Community Financial 401K Plan | - | 26 | $1,603,910 | $55,619 | $2,139iApproximate average salary by contribution assumption: employee only about $53,480 at 4% or $35,653 at 6%; with 50% employer match about $35,653 at 4% or $23,769 at 6%; with 100% employer match about $26,740 at 4% or $17,827 at 6%. |
| 2023 | 1 | 34 | $1,449,989 | $64,929 | $1,910iApproximate average salary by contribution assumption: employee only about $47,742 at 4% or $31,828 at 6%; with 50% employer match about $31,828 at 4% or $21,219 at 6%; with 100% employer match about $23,871 at 4% or $15,914 at 6%. |
| Community Financial 401K Plan | - | 34 | $1,449,989 | $64,929 | $1,910iApproximate average salary by contribution assumption: employee only about $47,742 at 4% or $31,828 at 6%; with 50% employer match about $31,828 at 4% or $21,219 at 6%; with 100% employer match about $23,871 at 4% or $15,914 at 6%. |
| 2022 | 1 | 34 | $1,188,681 | $87,732 | $2,580iApproximate average salary by contribution assumption: employee only about $64,509 at 4% or $43,006 at 6%; with 50% employer match about $43,006 at 4% or $28,671 at 6%; with 100% employer match about $32,254 at 4% or $21,503 at 6%. |
| Community Financial 401K Plan | - | 34 | $1,188,681 | $87,732 | $2,580iApproximate average salary by contribution assumption: employee only about $64,509 at 4% or $43,006 at 6%; with 50% employer match about $43,006 at 4% or $28,671 at 6%; with 100% employer match about $32,254 at 4% or $21,503 at 6%. |
| 2021 | 1 | 38 | $1,429,586 | $88,899 | $2,339iApproximate average salary by contribution assumption: employee only about $58,486 at 4% or $38,991 at 6%; with 50% employer match about $38,991 at 4% or $25,994 at 6%; with 100% employer match about $29,243 at 4% or $19,495 at 6%. |
| Community Financial 401K Plan | - | 38 | $1,429,586 | $88,899 | $2,339iApproximate average salary by contribution assumption: employee only about $58,486 at 4% or $38,991 at 6%; with 50% employer match about $38,991 at 4% or $25,994 at 6%; with 100% employer match about $29,243 at 4% or $19,495 at 6%. |
| 2020 | 1 | 48 | $1,242,158 | $95,661 | $1,993iApproximate average salary by contribution assumption: employee only about $49,823 at 4% or $33,216 at 6%; with 50% employer match about $33,216 at 4% or $22,144 at 6%; with 100% employer match about $24,912 at 4% or $16,608 at 6%. |
| Community Financial 401K Plan | - | 48 | $1,242,158 | $95,661 | $1,993iApproximate average salary by contribution assumption: employee only about $49,823 at 4% or $33,216 at 6%; with 50% employer match about $33,216 at 4% or $22,144 at 6%; with 100% employer match about $24,912 at 4% or $16,608 at 6%. |
| 2019 | 1 | 45 | $971,578 | $95,001 | $2,111iApproximate average salary by contribution assumption: employee only about $52,778 at 4% or $35,186 at 6%; with 50% employer match about $35,186 at 4% or $23,457 at 6%; with 100% employer match about $26,389 at 4% or $17,593 at 6%. |
| Community Financial 401K Plan | - | 45 | $971,578 | $95,001 | $2,111iApproximate average salary by contribution assumption: employee only about $52,778 at 4% or $35,186 at 6%; with 50% employer match about $35,186 at 4% or $23,457 at 6%; with 100% employer match about $26,389 at 4% or $17,593 at 6%. |
| 2018 | 1 | 37 | $763,062 | $87,519 | $2,365iApproximate average salary by contribution assumption: employee only about $59,134 at 4% or $39,423 at 6%; with 50% employer match about $39,423 at 4% or $26,282 at 6%; with 100% employer match about $29,567 at 4% or $19,711 at 6%. |
| Community Financial 401K Plan | - | 37 | $763,062 | $87,519 | $2,365iApproximate average salary by contribution assumption: employee only about $59,134 at 4% or $39,423 at 6%; with 50% employer match about $39,423 at 4% or $26,282 at 6%; with 100% employer match about $29,567 at 4% or $19,711 at 6%. |
| 2017 | 1 | 41 | $937,296 | $71,161 | $1,736iApproximate average salary by contribution assumption: employee only about $43,391 at 4% or $28,927 at 6%; with 50% employer match about $28,927 at 4% or $19,285 at 6%; with 100% employer match about $21,695 at 4% or $14,464 at 6%. |
| Community Financial 401K Plan | - | 41 | $937,296 | $71,161 | $1,736iApproximate average salary by contribution assumption: employee only about $43,391 at 4% or $28,927 at 6%; with 50% employer match about $28,927 at 4% or $19,285 at 6%; with 100% employer match about $21,695 at 4% or $14,464 at 6%. |
| 2016 | 1 | 34 | $901,375 | $59,041 | $1,737iApproximate average salary by contribution assumption: employee only about $43,413 at 4% or $28,942 at 6%; with 50% employer match about $28,942 at 4% or $19,294 at 6%; with 100% employer match about $21,706 at 4% or $14,471 at 6%. |
| Community Financial 401K Plan | - | 34 | $901,375 | $59,041 | $1,737iApproximate average salary by contribution assumption: employee only about $43,413 at 4% or $28,942 at 6%; with 50% employer match about $28,942 at 4% or $19,294 at 6%; with 100% employer match about $21,706 at 4% or $14,471 at 6%. |
| 2015 | 1 | 40 | $899,030 | $104,050 | $2,601iApproximate average salary by contribution assumption: employee only about $65,031 at 4% or $43,354 at 6%; with 50% employer match about $43,354 at 4% or $28,903 at 6%; with 100% employer match about $32,516 at 4% or $21,677 at 6%. |
| Community Financial 401K Plan | - | 40 | $899,030 | $104,050 | $2,601iApproximate average salary by contribution assumption: employee only about $65,031 at 4% or $43,354 at 6%; with 50% employer match about $43,354 at 4% or $28,903 at 6%; with 100% employer match about $32,516 at 4% or $21,677 at 6%. |
| 2014 | 1 | 56 | $881,762 | $71,391 | $1,275iApproximate average salary by contribution assumption: employee only about $31,871 at 4% or $21,247 at 6%; with 50% employer match about $21,247 at 4% or $14,165 at 6%; with 100% employer match about $15,935 at 4% or $10,624 at 6%. |
| Community Financial 401K Plan | - | 56 | $881,762 | $71,391 | $1,275iApproximate average salary by contribution assumption: employee only about $31,871 at 4% or $21,247 at 6%; with 50% employer match about $21,247 at 4% or $14,165 at 6%; with 100% employer match about $15,935 at 4% or $10,624 at 6%. |
| 2013 | 1 | 59 | $888,117 | $71,539 | $1,213iApproximate average salary by contribution assumption: employee only about $30,313 at 4% or $20,209 at 6%; with 50% employer match about $20,209 at 4% or $13,473 at 6%; with 100% employer match about $15,157 at 4% or $10,104 at 6%. |
| Community Financial 401K Plan | - | 59 | $888,117 | $71,539 | $1,213iApproximate average salary by contribution assumption: employee only about $30,313 at 4% or $20,209 at 6%; with 50% employer match about $20,209 at 4% or $13,473 at 6%; with 100% employer match about $15,157 at 4% or $10,104 at 6%. |
| 2012 | 1 | 65 | $762,973 | $70,698 | $1,088iApproximate average salary by contribution assumption: employee only about $27,192 at 4% or $18,128 at 6%; with 50% employer match about $18,128 at 4% or $12,085 at 6%; with 100% employer match about $13,596 at 4% or $9,064 at 6%. |
| Community Financial 401K Plan | - | 65 | $762,973 | $70,698 | $1,088iApproximate average salary by contribution assumption: employee only about $27,192 at 4% or $18,128 at 6%; with 50% employer match about $18,128 at 4% or $12,085 at 6%; with 100% employer match about $13,596 at 4% or $9,064 at 6%. |
| 2011 | 1 | 69 | $711,141 | $83,379 | $1,208iApproximate average salary by contribution assumption: employee only about $30,210 at 4% or $20,140 at 6%; with 50% employer match about $20,140 at 4% or $13,427 at 6%; with 100% employer match about $15,105 at 4% or $10,070 at 6%. |
| Community Financial 401K Plan | - | 69 | $711,141 | $83,379 | $1,208iApproximate average salary by contribution assumption: employee only about $30,210 at 4% or $20,140 at 6%; with 50% employer match about $20,140 at 4% or $13,427 at 6%; with 100% employer match about $15,105 at 4% or $10,070 at 6%. |
| 2010 | 1 | 69 | $724,547 | $87,967 | $1,275iApproximate average salary by contribution assumption: employee only about $31,872 at 4% or $21,248 at 6%; with 50% employer match about $21,248 at 4% or $14,165 at 6%; with 100% employer match about $15,936 at 4% or $10,624 at 6%. |
| Community Financial 401K Plan | - | 69 | $724,547 | $87,967 | $1,275iApproximate average salary by contribution assumption: employee only about $31,872 at 4% or $21,248 at 6%; with 50% employer match about $21,248 at 4% or $14,165 at 6%; with 100% employer match about $15,936 at 4% or $10,624 at 6%. |
| 2009 | 1 | 96 | $670,018 | $87,067 | $907iApproximate average salary by contribution assumption: employee only about $22,674 at 4% or $15,116 at 6%; with 50% employer match about $15,116 at 4% or $10,077 at 6%; with 100% employer match about $11,337 at 4% or $7,558 at 6%. |
| Community Financial 401K Plan | - | 96 | $670,018 | $87,067 | $907iApproximate average salary by contribution assumption: employee only about $22,674 at 4% or $15,116 at 6%; with 50% employer match about $15,116 at 4% or $10,077 at 6%; with 100% employer match about $11,337 at 4% or $7,558 at 6%. |
| 2008 | 1 | 112 | $536,939 | $97,837 | $874iApproximate average salary by contribution assumption: employee only about $21,839 at 4% or $14,559 at 6%; with 50% employer match about $14,559 at 4% or $9,706 at 6%; with 100% employer match about $10,919 at 4% or $7,280 at 6%. |
| Community Financial 401K Plan | - | 112 | $536,939 | $97,837 | $874iApproximate average salary by contribution assumption: employee only about $21,839 at 4% or $14,559 at 6%; with 50% employer match about $14,559 at 4% or $9,706 at 6%; with 100% employer match about $10,919 at 4% or $7,280 at 6%. |
| 2007 | 1 | 104 | $654,995 | $90,390 | $869iApproximate average salary by contribution assumption: employee only about $21,728 at 4% or $14,486 at 6%; with 50% employer match about $14,486 at 4% or $9,657 at 6%; with 100% employer match about $10,864 at 4% or $7,243 at 6%. |
| Community Financial 401K Plan | - | 104 | $654,995 | $90,390 | $869iApproximate average salary by contribution assumption: employee only about $21,728 at 4% or $14,486 at 6%; with 50% employer match about $14,486 at 4% or $9,657 at 6%; with 100% employer match about $10,864 at 4% or $7,243 at 6%. |
| 2006 | 1 | 90 | $571,209 | $204,419 | $2,271iApproximate average salary by contribution assumption: employee only about $56,783 at 4% or $37,855 at 6%; with 50% employer match about $37,855 at 4% or $25,237 at 6%; with 100% employer match about $28,392 at 4% or $18,928 at 6%. |
| Community Financial 401K Plan | - | 90 | $571,209 | $204,419 | $2,271iApproximate average salary by contribution assumption: employee only about $56,783 at 4% or $37,855 at 6%; with 50% employer match about $37,855 at 4% or $25,237 at 6%; with 100% employer match about $28,392 at 4% or $18,928 at 6%. |
| 2005 | 1 | 84 | $342,171 | $67,861 | $808iApproximate average salary by contribution assumption: employee only about $20,197 at 4% or $13,464 at 6%; with 50% employer match about $13,464 at 4% or $8,976 at 6%; with 100% employer match about $10,098 at 4% or $6,732 at 6%. |
| Community Financial 401K Plan | - | 84 | $342,171 | $67,861 | $808iApproximate average salary by contribution assumption: employee only about $20,197 at 4% or $13,464 at 6%; with 50% employer match about $13,464 at 4% or $8,976 at 6%; with 100% employer match about $10,098 at 4% or $6,732 at 6%. |
| 2004 | 1 | 70 | $266,465 | $61,090 | $873iApproximate average salary by contribution assumption: employee only about $21,818 at 4% or $14,545 at 6%; with 50% employer match about $14,545 at 4% or $9,697 at 6%; with 100% employer match about $10,909 at 4% or $7,273 at 6%. |
| Community Financial 401K Plan | - | 70 | $266,465 | $61,090 | $873iApproximate average salary by contribution assumption: employee only about $21,818 at 4% or $14,545 at 6%; with 50% employer match about $14,545 at 4% or $9,697 at 6%; with 100% employer match about $10,909 at 4% or $7,273 at 6%. |
| 2003 | 1 | 75 | $210,091 | $57,454 | $766iApproximate average salary by contribution assumption: employee only about $19,151 at 4% or $12,768 at 6%; with 50% employer match about $12,768 at 4% or $8,512 at 6%; with 100% employer match about $9,576 at 4% or $6,384 at 6%. |
| Community Financial 401K Plan | - | 75 | $210,091 | $57,454 | $766iApproximate average salary by contribution assumption: employee only about $19,151 at 4% or $12,768 at 6%; with 50% employer match about $12,768 at 4% or $8,512 at 6%; with 100% employer match about $9,576 at 4% or $6,384 at 6%. |
| 2002 | 1 | 68 | $140,652 | $59,439 | $874iApproximate average salary by contribution assumption: employee only about $21,853 at 4% or $14,568 at 6%; with 50% employer match about $14,568 at 4% or $9,712 at 6%; with 100% employer match about $10,926 at 4% or $7,284 at 6%. |
| Community Financial 401K Plan | - | 68 | $140,652 | $59,439 | $874iApproximate average salary by contribution assumption: employee only about $21,853 at 4% or $14,568 at 6%; with 50% employer match about $14,568 at 4% or $9,712 at 6%; with 100% employer match about $10,926 at 4% or $7,284 at 6%. |
| 2001 | 1 | 52 | $126,472 | $106,651 | $2,051iApproximate average salary by contribution assumption: employee only about $51,275 at 4% or $34,183 at 6%; with 50% employer match about $34,183 at 4% or $22,789 at 6%; with 100% employer match about $25,637 at 4% or $17,092 at 6%. |
| Community Financial 401K Plan | - | 52 | $126,472 | $106,651 | $2,051iApproximate average salary by contribution assumption: employee only about $51,275 at 4% or $34,183 at 6%; with 50% employer match about $34,183 at 4% or $22,789 at 6%; with 100% employer match about $25,637 at 4% or $17,092 at 6%. |
| 2000 | 1 | 56 | $37,480 | $42,951 | $767iApproximate average salary by contribution assumption: employee only about $19,175 at 4% or $12,783 at 6%; with 50% employer match about $12,783 at 4% or $8,522 at 6%; with 100% employer match about $9,587 at 4% or $6,392 at 6%. |
| Community Financial 401K Plan | - | 56 | $37,480 | $42,951 | $767iApproximate average salary by contribution assumption: employee only about $19,175 at 4% or $12,783 at 6%; with 50% employer match about $12,783 at 4% or $8,522 at 6%; with 100% employer match about $9,587 at 4% or $6,392 at 6%. |