Civic Intelligence

Five Lakes Financial Inc.

Plan context: Five Lakes Financial Inc. 401(K) Profit Sharing Plan

EIN 39-1804514 • Milwaukee, WI • 15 filings • 1 plans

840 N. 3rd St. Suite 500Charlton BuildingMilwaukee, WI 53203
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,431,126

2024 Contributions

$55,064

Historical Graphs

Total Assets Over Time

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

$2,115,879$1,057,940$0201020172024YearValue
$1,431,126Latest year 2024

Participants Over Time

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

950201020172024YearValue
5Latest 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
202415$1,431,126$55,064$11,013iApproximate average salary by contribution assumption: employee only about $275,320 at 4% or $183,547 at 6%; with 50% employer match about $183,547 at 4% or $122,364 at 6%; with 100% employer match about $137,660 at 4% or $91,773 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-5$1,431,126$55,064$11,013iApproximate average salary by contribution assumption: employee only about $275,320 at 4% or $183,547 at 6%; with 50% employer match about $183,547 at 4% or $122,364 at 6%; with 100% employer match about $137,660 at 4% or $91,773 at 6%.
202316$1,217,952$66,449$11,075iApproximate average salary by contribution assumption: employee only about $276,871 at 4% or $184,581 at 6%; with 50% employer match about $184,581 at 4% or $123,054 at 6%; with 100% employer match about $138,435 at 4% or $92,290 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-6$1,217,952$66,449$11,075iApproximate average salary by contribution assumption: employee only about $276,871 at 4% or $184,581 at 6%; with 50% employer match about $184,581 at 4% or $123,054 at 6%; with 100% employer match about $138,435 at 4% or $92,290 at 6%.
202217$1,333,896$178,592$25,513iApproximate average salary by contribution assumption: employee only about $637,829 at 4% or $425,219 at 6%; with 50% employer match about $425,219 at 4% or $283,479 at 6%; with 100% employer match about $318,914 at 4% or $212,610 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-7$1,333,896$178,592$25,513iApproximate average salary by contribution assumption: employee only about $637,829 at 4% or $425,219 at 6%; with 50% employer match about $425,219 at 4% or $283,479 at 6%; with 100% employer match about $318,914 at 4% or $212,610 at 6%.
202119$2,115,879$215,910$23,990iApproximate average salary by contribution assumption: employee only about $599,750 at 4% or $399,833 at 6%; with 50% employer match about $399,833 at 4% or $266,556 at 6%; with 100% employer match about $299,875 at 4% or $199,917 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-9$2,115,879$215,910$23,990iApproximate average salary by contribution assumption: employee only about $599,750 at 4% or $399,833 at 6%; with 50% employer match about $399,833 at 4% or $266,556 at 6%; with 100% employer match about $299,875 at 4% or $199,917 at 6%.
202019$1,930,704$216,013$24,001iApproximate average salary by contribution assumption: employee only about $600,036 at 4% or $400,024 at 6%; with 50% employer match about $400,024 at 4% or $266,683 at 6%; with 100% employer match about $300,018 at 4% or $200,012 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-9$1,930,704$216,013$24,001iApproximate average salary by contribution assumption: employee only about $600,036 at 4% or $400,024 at 6%; with 50% employer match about $400,024 at 4% or $266,683 at 6%; with 100% employer match about $300,018 at 4% or $200,012 at 6%.
201919$1,475,638$206,669$22,963iApproximate average salary by contribution assumption: employee only about $574,081 at 4% or $382,720 at 6%; with 50% employer match about $382,720 at 4% or $255,147 at 6%; with 100% employer match about $287,040 at 4% or $191,360 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-9$1,475,638$206,669$22,963iApproximate average salary by contribution assumption: employee only about $574,081 at 4% or $382,720 at 6%; with 50% employer match about $382,720 at 4% or $255,147 at 6%; with 100% employer match about $287,040 at 4% or $191,360 at 6%.
201819$1,031,467$166,674$18,519iApproximate average salary by contribution assumption: employee only about $462,983 at 4% or $308,656 at 6%; with 50% employer match about $308,656 at 4% or $205,770 at 6%; with 100% employer match about $231,492 at 4% or $154,328 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-9$1,031,467$166,674$18,519iApproximate average salary by contribution assumption: employee only about $462,983 at 4% or $308,656 at 6%; with 50% employer match about $308,656 at 4% or $205,770 at 6%; with 100% employer match about $231,492 at 4% or $154,328 at 6%.
201718$1,038,132$151,648$18,956iApproximate average salary by contribution assumption: employee only about $473,900 at 4% or $315,933 at 6%; with 50% employer match about $315,933 at 4% or $210,622 at 6%; with 100% employer match about $236,950 at 4% or $157,967 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-8$1,038,132$151,648$18,956iApproximate average salary by contribution assumption: employee only about $473,900 at 4% or $315,933 at 6%; with 50% employer match about $315,933 at 4% or $210,622 at 6%; with 100% employer match about $236,950 at 4% or $157,967 at 6%.
201618$772,741$153,917$19,240iApproximate average salary by contribution assumption: employee only about $480,991 at 4% or $320,660 at 6%; with 50% employer match about $320,660 at 4% or $213,774 at 6%; with 100% employer match about $240,495 at 4% or $160,330 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-8$772,741$153,917$19,240iApproximate average salary by contribution assumption: employee only about $480,991 at 4% or $320,660 at 6%; with 50% employer match about $320,660 at 4% or $213,774 at 6%; with 100% employer match about $240,495 at 4% or $160,330 at 6%.
201517$559,412$106,924$15,275iApproximate average salary by contribution assumption: employee only about $381,871 at 4% or $254,581 at 6%; with 50% employer match about $254,581 at 4% or $169,721 at 6%; with 100% employer match about $190,936 at 4% or $127,290 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-7$559,412$106,924$15,275iApproximate average salary by contribution assumption: employee only about $381,871 at 4% or $254,581 at 6%; with 50% employer match about $254,581 at 4% or $169,721 at 6%; with 100% employer match about $190,936 at 4% or $127,290 at 6%.
201417$467,129$102,664$14,666iApproximate average salary by contribution assumption: employee only about $366,657 at 4% or $244,438 at 6%; with 50% employer match about $244,438 at 4% or $162,959 at 6%; with 100% employer match about $183,329 at 4% or $122,219 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-7$467,129$102,664$14,666iApproximate average salary by contribution assumption: employee only about $366,657 at 4% or $244,438 at 6%; with 50% employer match about $244,438 at 4% or $162,959 at 6%; with 100% employer match about $183,329 at 4% or $122,219 at 6%.
201316$369,748$127,699$21,283iApproximate average salary by contribution assumption: employee only about $532,079 at 4% or $354,719 at 6%; with 50% employer match about $354,719 at 4% or $236,480 at 6%; with 100% employer match about $266,040 at 4% or $177,360 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-6$369,748$127,699$21,283iApproximate average salary by contribution assumption: employee only about $532,079 at 4% or $354,719 at 6%; with 50% employer match about $354,719 at 4% or $236,480 at 6%; with 100% employer match about $266,040 at 4% or $177,360 at 6%.
201216$201,002$88,072$14,679iApproximate average salary by contribution assumption: employee only about $366,967 at 4% or $244,644 at 6%; with 50% employer match about $244,644 at 4% or $163,096 at 6%; with 100% employer match about $183,483 at 4% or $122,322 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-6$201,002$88,072$14,679iApproximate average salary by contribution assumption: employee only about $366,967 at 4% or $244,644 at 6%; with 50% employer match about $244,644 at 4% or $163,096 at 6%; with 100% employer match about $183,483 at 4% or $122,322 at 6%.
201115$105,180$80,470$16,094iApproximate average salary by contribution assumption: employee only about $402,350 at 4% or $268,233 at 6%; with 50% employer match about $268,233 at 4% or $178,822 at 6%; with 100% employer match about $201,175 at 4% or $134,117 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-5$105,180$80,470$16,094iApproximate average salary by contribution assumption: employee only about $402,350 at 4% or $268,233 at 6%; with 50% employer match about $268,233 at 4% or $178,822 at 6%; with 100% employer match about $201,175 at 4% or $134,117 at 6%.
201013$24,840$24,840$8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%.
Five Lakes Financial Inc. 401(K) Profit Sharing Plan-3$24,840$24,840$8,280iApproximate average salary by contribution assumption: employee only about $207,000 at 4% or $138,000 at 6%; with 50% employer match about $138,000 at 4% or $92,000 at 6%; with 100% employer match about $103,500 at 4% or $69,000 at 6%.