Civic Intelligence

Reis Financial Services LLC

Plan context: Reis Financial Services LLC Retirement Plan

EIN 39-1846850 • West Bend, WI • 21 filings • 2 plans

4524 Dollar DriveWest Bend, WI 53095
Current Snapshot

Latest Year

2022

2022 Participants

8

2022 Assets

$2,926,179

2022 Contributions

$98,165

Historical Graphs

Total Assets Over Time

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

$2,926,179$1,463,090$0200220122021YearValue
$2,926,179Latest year 2021

Participants Over Time

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

840200220122021YearValue
8Latest year 2021

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
202210$0$98,165-
Reis Financial Services LLC Retirement Plan-0$0$98,165-
202118$2,926,179$117,972$14,747iApproximate average salary by contribution assumption: employee only about $368,663 at 4% or $245,775 at 6%; with 50% employer match about $245,775 at 4% or $163,850 at 6%; with 100% employer match about $184,331 at 4% or $122,888 at 6%.
Reis Financial Services LLC Retirement Plan-8$2,926,179$117,972$14,747iApproximate average salary by contribution assumption: employee only about $368,663 at 4% or $245,775 at 6%; with 50% employer match about $245,775 at 4% or $163,850 at 6%; with 100% employer match about $184,331 at 4% or $122,888 at 6%.
202018$2,427,016$121,228$15,154iApproximate average salary by contribution assumption: employee only about $378,838 at 4% or $252,558 at 6%; with 50% employer match about $252,558 at 4% or $168,372 at 6%; with 100% employer match about $189,419 at 4% or $126,279 at 6%.
Reis Financial Services LLC Retirement Plan-8$2,427,016$121,228$15,154iApproximate average salary by contribution assumption: employee only about $378,838 at 4% or $252,558 at 6%; with 50% employer match about $252,558 at 4% or $168,372 at 6%; with 100% employer match about $189,419 at 4% or $126,279 at 6%.
201918$1,979,851$258,512$32,314iApproximate average salary by contribution assumption: employee only about $807,850 at 4% or $538,567 at 6%; with 50% employer match about $538,567 at 4% or $359,044 at 6%; with 100% employer match about $403,925 at 4% or $269,283 at 6%.
Reis Financial Services LLC Retirement Plan-8$1,979,851$258,512$32,314iApproximate average salary by contribution assumption: employee only about $807,850 at 4% or $538,567 at 6%; with 50% employer match about $538,567 at 4% or $359,044 at 6%; with 100% employer match about $403,925 at 4% or $269,283 at 6%.
201817$1,494,268$116,037$16,577iApproximate average salary by contribution assumption: employee only about $414,418 at 4% or $276,279 at 6%; with 50% employer match about $276,279 at 4% or $184,186 at 6%; with 100% employer match about $207,209 at 4% or $138,139 at 6%.
Reis Financial Services LLC Retirement Plan-7$1,494,268$116,037$16,577iApproximate average salary by contribution assumption: employee only about $414,418 at 4% or $276,279 at 6%; with 50% employer match about $276,279 at 4% or $184,186 at 6%; with 100% employer match about $207,209 at 4% or $138,139 at 6%.
201716$1,535,403$114,996$19,166iApproximate average salary by contribution assumption: employee only about $479,150 at 4% or $319,433 at 6%; with 50% employer match about $319,433 at 4% or $212,956 at 6%; with 100% employer match about $239,575 at 4% or $159,717 at 6%.
Reis Financial Services LLC Retirement Plan-6$1,535,403$114,996$19,166iApproximate average salary by contribution assumption: employee only about $479,150 at 4% or $319,433 at 6%; with 50% employer match about $319,433 at 4% or $212,956 at 6%; with 100% employer match about $239,575 at 4% or $159,717 at 6%.
201615$1,186,815$109,879$21,976iApproximate average salary by contribution assumption: employee only about $549,395 at 4% or $366,263 at 6%; with 50% employer match about $366,263 at 4% or $244,176 at 6%; with 100% employer match about $274,698 at 4% or $183,132 at 6%.
Reis Financial Services LLC Retirement Plan-5$1,186,815$109,879$21,976iApproximate average salary by contribution assumption: employee only about $549,395 at 4% or $366,263 at 6%; with 50% employer match about $366,263 at 4% or $244,176 at 6%; with 100% employer match about $274,698 at 4% or $183,132 at 6%.
201514$1,023,457$106,669$26,667iApproximate average salary by contribution assumption: employee only about $666,681 at 4% or $444,454 at 6%; with 50% employer match about $444,454 at 4% or $296,303 at 6%; with 100% employer match about $333,341 at 4% or $222,227 at 6%.
Reis Financial Services LLC Retirement Plan-4$1,023,457$106,669$26,667iApproximate average salary by contribution assumption: employee only about $666,681 at 4% or $444,454 at 6%; with 50% employer match about $444,454 at 4% or $296,303 at 6%; with 100% employer match about $333,341 at 4% or $222,227 at 6%.
201416$941,853$106,373$17,729iApproximate average salary by contribution assumption: employee only about $443,221 at 4% or $295,481 at 6%; with 50% employer match about $295,481 at 4% or $196,987 at 6%; with 100% employer match about $221,610 at 4% or $147,740 at 6%.
Reis Financial Services LLC Retirement Plan-6$941,853$106,373$17,729iApproximate average salary by contribution assumption: employee only about $443,221 at 4% or $295,481 at 6%; with 50% employer match about $295,481 at 4% or $196,987 at 6%; with 100% employer match about $221,610 at 4% or $147,740 at 6%.
201316$893,684$57,578$9,596iApproximate average salary by contribution assumption: employee only about $239,908 at 4% or $159,939 at 6%; with 50% employer match about $159,939 at 4% or $106,626 at 6%; with 100% employer match about $119,954 at 4% or $79,969 at 6%.
Reis Financial Services LLC Retirement Plan-6$893,684$57,578$9,596iApproximate average salary by contribution assumption: employee only about $239,908 at 4% or $159,939 at 6%; with 50% employer match about $159,939 at 4% or $106,626 at 6%; with 100% employer match about $119,954 at 4% or $79,969 at 6%.
201214$620,835$48,137$12,034iApproximate average salary by contribution assumption: employee only about $300,856 at 4% or $200,571 at 6%; with 50% employer match about $200,571 at 4% or $133,714 at 6%; with 100% employer match about $150,428 at 4% or $100,285 at 6%.
Reis Financial Services LLC Retirement Plan-4$620,835$48,137$12,034iApproximate average salary by contribution assumption: employee only about $300,856 at 4% or $200,571 at 6%; with 50% employer match about $200,571 at 4% or $133,714 at 6%; with 100% employer match about $150,428 at 4% or $100,285 at 6%.
201116$501,670$50,333$8,389iApproximate average salary by contribution assumption: employee only about $209,721 at 4% or $139,814 at 6%; with 50% employer match about $139,814 at 4% or $93,209 at 6%; with 100% employer match about $104,860 at 4% or $69,907 at 6%.
Reis Financial Services LLC Retirement Plan-6$501,670$50,333$8,389iApproximate average salary by contribution assumption: employee only about $209,721 at 4% or $139,814 at 6%; with 50% employer match about $139,814 at 4% or $93,209 at 6%; with 100% employer match about $104,860 at 4% or $69,907 at 6%.
201016$486,192$48,119$8,020iApproximate average salary by contribution assumption: employee only about $200,496 at 4% or $133,664 at 6%; with 50% employer match about $133,664 at 4% or $89,109 at 6%; with 100% employer match about $100,248 at 4% or $66,832 at 6%.
Reis Financial Services LLC Retirement Plan-6$486,192$48,119$8,020iApproximate average salary by contribution assumption: employee only about $200,496 at 4% or $133,664 at 6%; with 50% employer match about $133,664 at 4% or $89,109 at 6%; with 100% employer match about $100,248 at 4% or $66,832 at 6%.
200914$372,318$38,734$9,684iApproximate average salary by contribution assumption: employee only about $242,088 at 4% or $161,392 at 6%; with 50% employer match about $161,392 at 4% or $107,594 at 6%; with 100% employer match about $121,044 at 4% or $80,696 at 6%.
Reis Financial Services LLC Retirement Plan-4$372,318$38,734$9,684iApproximate average salary by contribution assumption: employee only about $242,088 at 4% or $161,392 at 6%; with 50% employer match about $161,392 at 4% or $107,594 at 6%; with 100% employer match about $121,044 at 4% or $80,696 at 6%.
200813$246,242$36,493$12,164iApproximate average salary by contribution assumption: employee only about $304,108 at 4% or $202,739 at 6%; with 50% employer match about $202,739 at 4% or $135,159 at 6%; with 100% employer match about $152,054 at 4% or $101,369 at 6%.
Reis Financial Services LLC Retirement Plan-3$246,242$36,493$12,164iApproximate average salary by contribution assumption: employee only about $304,108 at 4% or $202,739 at 6%; with 50% employer match about $202,739 at 4% or $135,159 at 6%; with 100% employer match about $152,054 at 4% or $101,369 at 6%.
200712$0$0-
Reis Financial Services LLC Retirement Plan-2---
200613$287,991$57,199$19,066iApproximate average salary by contribution assumption: employee only about $476,658 at 4% or $317,772 at 6%; with 50% employer match about $317,772 at 4% or $211,848 at 6%; with 100% employer match about $238,329 at 4% or $158,886 at 6%.
Reis Financial Services LLC Retirement Plan-3$287,991$57,199$19,066iApproximate average salary by contribution assumption: employee only about $476,658 at 4% or $317,772 at 6%; with 50% employer match about $317,772 at 4% or $211,848 at 6%; with 100% employer match about $238,329 at 4% or $158,886 at 6%.
200513$204,332$57,255$19,085iApproximate average salary by contribution assumption: employee only about $477,125 at 4% or $318,083 at 6%; with 50% employer match about $318,083 at 4% or $212,056 at 6%; with 100% employer match about $238,563 at 4% or $159,042 at 6%.
Reis Financial Services LLC Retirement Plan-3$204,332$57,255$19,085iApproximate average salary by contribution assumption: employee only about $477,125 at 4% or $318,083 at 6%; with 50% employer match about $318,083 at 4% or $212,056 at 6%; with 100% employer match about $238,563 at 4% or $159,042 at 6%.
200413$132,337$58,464$19,488iApproximate average salary by contribution assumption: employee only about $487,200 at 4% or $324,800 at 6%; with 50% employer match about $324,800 at 4% or $216,533 at 6%; with 100% employer match about $243,600 at 4% or $162,400 at 6%.
Reis Financial Services LLC Retirement Plan-3$132,337$58,464$19,488iApproximate average salary by contribution assumption: employee only about $487,200 at 4% or $324,800 at 6%; with 50% employer match about $324,800 at 4% or $216,533 at 6%; with 100% employer match about $243,600 at 4% or $162,400 at 6%.
200312$76,814$30,833$15,417iApproximate average salary by contribution assumption: employee only about $385,413 at 4% or $256,942 at 6%; with 50% employer match about $256,942 at 4% or $171,294 at 6%; with 100% employer match about $192,706 at 4% or $128,471 at 6%.
Reis Financial Services LLC Retirement Plan-2$76,814$30,833$15,417iApproximate average salary by contribution assumption: employee only about $385,413 at 4% or $256,942 at 6%; with 50% employer match about $256,942 at 4% or $171,294 at 6%; with 100% employer match about $192,706 at 4% or $128,471 at 6%.
200214$35,021$37,517$9,379iApproximate average salary by contribution assumption: employee only about $234,481 at 4% or $156,321 at 6%; with 50% employer match about $156,321 at 4% or $104,214 at 6%; with 100% employer match about $117,241 at 4% or $78,160 at 6%.
Reis Financial Services LLC Retirement Plan-4$35,021$37,517$9,379iApproximate average salary by contribution assumption: employee only about $234,481 at 4% or $156,321 at 6%; with 50% employer match about $156,321 at 4% or $104,214 at 6%; with 100% employer match about $117,241 at 4% or $78,160 at 6%.