Bjork Financial Services Inc.
Plan context: Bjork Financial Services Inc. 401(K) Profit Sharing Plan
EIN 41-1790331 • Minnetonka, MN • 36 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$9,031,573
2025 Contributions
$267,556
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 19 | $9,031,573 | $267,556 | $14,082iApproximate average salary by contribution assumption: employee only about $352,047 at 4% or $234,698 at 6%; with 50% employer match about $234,698 at 4% or $156,465 at 6%; with 100% employer match about $176,024 at 4% or $117,349 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 19 | $9,031,573 | $267,556 | $14,082iApproximate average salary by contribution assumption: employee only about $352,047 at 4% or $234,698 at 6%; with 50% employer match about $234,698 at 4% or $156,465 at 6%; with 100% employer match about $176,024 at 4% or $117,349 at 6%. |
| 2024 | 2 | 19 | $9,512,335 | $276,756 | $14,566iApproximate average salary by contribution assumption: employee only about $364,153 at 4% or $242,768 at 6%; with 50% employer match about $242,768 at 4% or $161,846 at 6%; with 100% employer match about $182,076 at 4% or $121,384 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 19 | $7,944,722 | $276,756 | $14,566iApproximate average salary by contribution assumption: employee only about $364,153 at 4% or $242,768 at 6%; with 50% employer match about $242,768 at 4% or $161,846 at 6%; with 100% employer match about $182,076 at 4% or $121,384 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 12 | $1,567,613 | $0 | - |
| 2023 | 1 | 16 | $7,474,497 | $171,925 | $10,745iApproximate average salary by contribution assumption: employee only about $268,633 at 4% or $179,089 at 6%; with 50% employer match about $179,089 at 4% or $119,392 at 6%; with 100% employer match about $134,316 at 4% or $89,544 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 16 | $7,474,497 | $171,925 | $10,745iApproximate average salary by contribution assumption: employee only about $268,633 at 4% or $179,089 at 6%; with 50% employer match about $179,089 at 4% or $119,392 at 6%; with 100% employer match about $134,316 at 4% or $89,544 at 6%. |
| 2022 | 2 | 16 | $7,271,332 | $390,743 | $24,421iApproximate average salary by contribution assumption: employee only about $610,536 at 4% or $407,024 at 6%; with 50% employer match about $407,024 at 4% or $271,349 at 6%; with 100% employer match about $305,268 at 4% or $203,512 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 16 | $6,299,059 | $181,287 | $11,330iApproximate average salary by contribution assumption: employee only about $283,261 at 4% or $188,841 at 6%; with 50% employer match about $188,841 at 4% or $125,894 at 6%; with 100% employer match about $141,630 at 4% or $94,420 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 10 | $972,273 | $209,456 | $20,946iApproximate average salary by contribution assumption: employee only about $523,640 at 4% or $349,093 at 6%; with 50% employer match about $349,093 at 4% or $232,729 at 6%; with 100% employer match about $261,820 at 4% or $174,547 at 6%. |
| 2021 | 2 | 15 | $8,054,321 | $343,251 | $22,883iApproximate average salary by contribution assumption: employee only about $572,085 at 4% or $381,390 at 6%; with 50% employer match about $381,390 at 4% or $254,260 at 6%; with 100% employer match about $286,043 at 4% or $190,695 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 15 | $7,158,183 | $196,729 | $13,115iApproximate average salary by contribution assumption: employee only about $327,882 at 4% or $218,588 at 6%; with 50% employer match about $218,588 at 4% or $145,725 at 6%; with 100% employer match about $163,941 at 4% or $109,294 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 11 | $896,138 | $146,522 | $13,320iApproximate average salary by contribution assumption: employee only about $333,005 at 4% or $222,003 at 6%; with 50% employer match about $222,003 at 4% or $148,002 at 6%; with 100% employer match about $166,502 at 4% or $111,002 at 6%. |
| 2020 | 2 | 13 | $6,529,520 | $395,882 | $30,452iApproximate average salary by contribution assumption: employee only about $761,312 at 4% or $507,541 at 6%; with 50% employer match about $507,541 at 4% or $338,361 at 6%; with 100% employer match about $380,656 at 4% or $253,771 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 13 | $5,879,931 | $183,384 | $14,106iApproximate average salary by contribution assumption: employee only about $352,662 at 4% or $235,108 at 6%; with 50% employer match about $235,108 at 4% or $156,738 at 6%; with 100% employer match about $176,331 at 4% or $117,554 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 10 | $649,589 | $212,498 | $21,250iApproximate average salary by contribution assumption: employee only about $531,245 at 4% or $354,163 at 6%; with 50% employer match about $354,163 at 4% or $236,109 at 6%; with 100% employer match about $265,623 at 4% or $177,082 at 6%. |
| 2019 | 2 | 13 | $5,444,476 | $381,793 | $29,369iApproximate average salary by contribution assumption: employee only about $734,217 at 4% or $489,478 at 6%; with 50% employer match about $489,478 at 4% or $326,319 at 6%; with 100% employer match about $367,109 at 4% or $244,739 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 13 | $5,059,951 | $192,210 | $14,785iApproximate average salary by contribution assumption: employee only about $369,635 at 4% or $246,423 at 6%; with 50% employer match about $246,423 at 4% or $164,282 at 6%; with 100% employer match about $184,817 at 4% or $123,212 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 10 | $384,525 | $189,583 | $18,958iApproximate average salary by contribution assumption: employee only about $473,958 at 4% or $315,972 at 6%; with 50% employer match about $315,972 at 4% or $210,648 at 6%; with 100% employer match about $236,979 at 4% or $157,986 at 6%. |
| 2018 | 2 | 13 | $4,158,472 | $366,594 | $28,200iApproximate average salary by contribution assumption: employee only about $704,988 at 4% or $469,992 at 6%; with 50% employer match about $469,992 at 4% or $313,328 at 6%; with 100% employer match about $352,494 at 4% or $234,996 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 13 | $3,975,570 | $183,692 | $14,130iApproximate average salary by contribution assumption: employee only about $353,254 at 4% or $235,503 at 6%; with 50% employer match about $235,503 at 4% or $157,002 at 6%; with 100% employer match about $176,627 at 4% or $117,751 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 8 | $182,902 | $182,902 | $22,863iApproximate average salary by contribution assumption: employee only about $571,569 at 4% or $381,046 at 6%; with 50% employer match about $381,046 at 4% or $254,031 at 6%; with 100% employer match about $285,784 at 4% or $190,523 at 6%. |
| 2017 | 1 | 14 | $4,144,022 | $211,698 | $15,121iApproximate average salary by contribution assumption: employee only about $378,032 at 4% or $252,021 at 6%; with 50% employer match about $252,021 at 4% or $168,014 at 6%; with 100% employer match about $189,016 at 4% or $126,011 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 14 | $4,144,022 | $211,698 | $15,121iApproximate average salary by contribution assumption: employee only about $378,032 at 4% or $252,021 at 6%; with 50% employer match about $252,021 at 4% or $168,014 at 6%; with 100% employer match about $189,016 at 4% or $126,011 at 6%. |
| 2016 | 1 | 12 | $3,419,277 | $174,348 | $14,529iApproximate average salary by contribution assumption: employee only about $363,225 at 4% or $242,150 at 6%; with 50% employer match about $242,150 at 4% or $161,433 at 6%; with 100% employer match about $181,613 at 4% or $121,075 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 12 | $3,419,277 | $174,348 | $14,529iApproximate average salary by contribution assumption: employee only about $363,225 at 4% or $242,150 at 6%; with 50% employer match about $242,150 at 4% or $161,433 at 6%; with 100% employer match about $181,613 at 4% or $121,075 at 6%. |
| 2015 | 1 | 12 | $2,937,569 | $178,276 | $14,856iApproximate average salary by contribution assumption: employee only about $371,408 at 4% or $247,606 at 6%; with 50% employer match about $247,606 at 4% or $165,070 at 6%; with 100% employer match about $185,704 at 4% or $123,803 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 12 | $2,937,569 | $178,276 | $14,856iApproximate average salary by contribution assumption: employee only about $371,408 at 4% or $247,606 at 6%; with 50% employer match about $247,606 at 4% or $165,070 at 6%; with 100% employer match about $185,704 at 4% or $123,803 at 6%. |
| 2014 | 1 | 12 | $2,909,057 | $178,688 | $14,891iApproximate average salary by contribution assumption: employee only about $372,267 at 4% or $248,178 at 6%; with 50% employer match about $248,178 at 4% or $165,452 at 6%; with 100% employer match about $186,133 at 4% or $124,089 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 12 | $2,909,057 | $178,688 | $14,891iApproximate average salary by contribution assumption: employee only about $372,267 at 4% or $248,178 at 6%; with 50% employer match about $248,178 at 4% or $165,452 at 6%; with 100% employer match about $186,133 at 4% or $124,089 at 6%. |
| 2013 | 1 | 11 | $2,669,297 | $166,676 | $15,152iApproximate average salary by contribution assumption: employee only about $378,809 at 4% or $252,539 at 6%; with 50% employer match about $252,539 at 4% or $168,360 at 6%; with 100% employer match about $189,405 at 4% or $126,270 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 11 | $2,669,297 | $166,676 | $15,152iApproximate average salary by contribution assumption: employee only about $378,809 at 4% or $252,539 at 6%; with 50% employer match about $252,539 at 4% or $168,360 at 6%; with 100% employer match about $189,405 at 4% or $126,270 at 6%. |
| 2012 | 1 | 12 | $2,208,041 | $150,343 | $12,529iApproximate average salary by contribution assumption: employee only about $313,215 at 4% or $208,810 at 6%; with 50% employer match about $208,810 at 4% or $139,206 at 6%; with 100% employer match about $156,607 at 4% or $104,405 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 12 | $2,208,041 | $150,343 | $12,529iApproximate average salary by contribution assumption: employee only about $313,215 at 4% or $208,810 at 6%; with 50% employer match about $208,810 at 4% or $139,206 at 6%; with 100% employer match about $156,607 at 4% or $104,405 at 6%. |
| 2011 | 1 | 11 | $1,823,253 | $144,321 | $13,120iApproximate average salary by contribution assumption: employee only about $328,002 at 4% or $218,668 at 6%; with 50% employer match about $218,668 at 4% or $145,779 at 6%; with 100% employer match about $164,001 at 4% or $109,334 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 11 | $1,823,253 | $144,321 | $13,120iApproximate average salary by contribution assumption: employee only about $328,002 at 4% or $218,668 at 6%; with 50% employer match about $218,668 at 4% or $145,779 at 6%; with 100% employer match about $164,001 at 4% or $109,334 at 6%. |
| 2010 | 1 | 11 | $1,735,366 | $147,446 | $13,404iApproximate average salary by contribution assumption: employee only about $335,105 at 4% or $223,403 at 6%; with 50% employer match about $223,403 at 4% or $148,935 at 6%; with 100% employer match about $167,552 at 4% or $111,702 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 11 | $1,735,366 | $147,446 | $13,404iApproximate average salary by contribution assumption: employee only about $335,105 at 4% or $223,403 at 6%; with 50% employer match about $223,403 at 4% or $148,935 at 6%; with 100% employer match about $167,552 at 4% or $111,702 at 6%. |
| 2009 | 1 | 10 | $1,352,011 | $110,607 | $11,061iApproximate average salary by contribution assumption: employee only about $276,518 at 4% or $184,345 at 6%; with 50% employer match about $184,345 at 4% or $122,897 at 6%; with 100% employer match about $138,259 at 4% or $92,173 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 10 | $1,352,011 | $110,607 | $11,061iApproximate average salary by contribution assumption: employee only about $276,518 at 4% or $184,345 at 6%; with 50% employer match about $184,345 at 4% or $122,897 at 6%; with 100% employer match about $138,259 at 4% or $92,173 at 6%. |
| 2008 | 1 | 7 | $977,342 | $122,078 | $17,440iApproximate average salary by contribution assumption: employee only about $435,993 at 4% or $290,662 at 6%; with 50% employer match about $290,662 at 4% or $193,775 at 6%; with 100% employer match about $217,996 at 4% or $145,331 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 7 | $977,342 | $122,078 | $17,440iApproximate average salary by contribution assumption: employee only about $435,993 at 4% or $290,662 at 6%; with 50% employer match about $290,662 at 4% or $193,775 at 6%; with 100% employer match about $217,996 at 4% or $145,331 at 6%. |
| 2007 | 1 | 7 | $1,285,738 | $107,884 | $15,412iApproximate average salary by contribution assumption: employee only about $385,300 at 4% or $256,867 at 6%; with 50% employer match about $256,867 at 4% or $171,244 at 6%; with 100% employer match about $192,650 at 4% or $128,433 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 7 | $1,285,738 | $107,884 | $15,412iApproximate average salary by contribution assumption: employee only about $385,300 at 4% or $256,867 at 6%; with 50% employer match about $256,867 at 4% or $171,244 at 6%; with 100% employer match about $192,650 at 4% or $128,433 at 6%. |
| 2006 | 1 | 7 | $1,096,110 | $100,697 | $14,385iApproximate average salary by contribution assumption: employee only about $359,632 at 4% or $239,755 at 6%; with 50% employer match about $239,755 at 4% or $159,837 at 6%; with 100% employer match about $179,816 at 4% or $119,877 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 7 | $1,096,110 | $100,697 | $14,385iApproximate average salary by contribution assumption: employee only about $359,632 at 4% or $239,755 at 6%; with 50% employer match about $239,755 at 4% or $159,837 at 6%; with 100% employer match about $179,816 at 4% or $119,877 at 6%. |
| 2005 | 1 | 8 | $870,600 | $90,475 | $11,309iApproximate average salary by contribution assumption: employee only about $282,734 at 4% or $188,490 at 6%; with 50% employer match about $188,490 at 4% or $125,660 at 6%; with 100% employer match about $141,367 at 4% or $94,245 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 8 | $870,600 | $90,475 | $11,309iApproximate average salary by contribution assumption: employee only about $282,734 at 4% or $188,490 at 6%; with 50% employer match about $188,490 at 4% or $125,660 at 6%; with 100% employer match about $141,367 at 4% or $94,245 at 6%. |
| 2004 | 1 | 5 | $717,209 | $78,674 | $15,735iApproximate average salary by contribution assumption: employee only about $393,370 at 4% or $262,247 at 6%; with 50% employer match about $262,247 at 4% or $174,831 at 6%; with 100% employer match about $196,685 at 4% or $131,123 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 5 | $717,209 | $78,674 | $15,735iApproximate average salary by contribution assumption: employee only about $393,370 at 4% or $262,247 at 6%; with 50% employer match about $262,247 at 4% or $174,831 at 6%; with 100% employer match about $196,685 at 4% or $131,123 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 6 | - | - | - |
| 2002 | 2 | 5 | $400,129 | $136,254 | $27,251iApproximate average salary by contribution assumption: employee only about $681,270 at 4% or $454,180 at 6%; with 50% employer match about $454,180 at 4% or $302,787 at 6%; with 100% employer match about $340,635 at 4% or $227,090 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 5 | $400,129 | $136,254 | $27,251iApproximate average salary by contribution assumption: employee only about $681,270 at 4% or $454,180 at 6%; with 50% employer match about $454,180 at 4% or $302,787 at 6%; with 100% employer match about $340,635 at 4% or $227,090 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 0 | - | - | - |
| 2001 | 2 | 4 | $421,722 | $60,566 | $15,142iApproximate average salary by contribution assumption: employee only about $378,538 at 4% or $252,358 at 6%; with 50% employer match about $252,358 at 4% or $168,239 at 6%; with 100% employer match about $189,269 at 4% or $126,179 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 4 | $345,926 | $39,300 | $9,825iApproximate average salary by contribution assumption: employee only about $245,625 at 4% or $163,750 at 6%; with 50% employer match about $163,750 at 4% or $109,167 at 6%; with 100% employer match about $122,813 at 4% or $81,875 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 4 | $75,796 | $21,266 | $5,317iApproximate average salary by contribution assumption: employee only about $132,913 at 4% or $88,608 at 6%; with 50% employer match about $88,608 at 4% or $59,072 at 6%; with 100% employer match about $66,456 at 4% or $44,304 at 6%. |
| 2000 | 2 | 3 | $428,492 | $48,041 | $16,014iApproximate average salary by contribution assumption: employee only about $400,342 at 4% or $266,894 at 6%; with 50% employer match about $266,894 at 4% or $177,930 at 6%; with 100% employer match about $200,171 at 4% or $133,447 at 6%. |
| Bjork Financial Services Inc. 401(K) Profit Sharing Plan | - | 3 | $369,213 | $27,393 | $9,131iApproximate average salary by contribution assumption: employee only about $228,275 at 4% or $152,183 at 6%; with 50% employer match about $152,183 at 4% or $101,456 at 6%; with 100% employer match about $114,138 at 4% or $76,092 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 3 | $59,279 | $20,648 | $6,883iApproximate average salary by contribution assumption: employee only about $172,067 at 4% or $114,711 at 6%; with 50% employer match about $114,711 at 4% or $76,474 at 6%; with 100% employer match about $86,033 at 4% or $57,356 at 6%. |
| 1999 | 1 | 3 | $41,542 | $19,042 | $6,347iApproximate average salary by contribution assumption: employee only about $158,683 at 4% or $105,789 at 6%; with 50% employer match about $105,789 at 4% or $70,526 at 6%; with 100% employer match about $79,342 at 4% or $52,894 at 6%. |
| Bjork Financial Services Inc. Cash Balance Plan | - | 3 | $41,542 | $19,042 | $6,347iApproximate average salary by contribution assumption: employee only about $158,683 at 4% or $105,789 at 6%; with 50% employer match about $105,789 at 4% or $70,526 at 6%; with 100% employer match about $79,342 at 4% or $52,894 at 6%. |