Civic Intelligence

Gen Financial Management Inc.

Plan context: Gen Financial Management Inc. 401(K) Profit Sharing Plan

EIN 41-1900819 • Plymouth, MN • 17 filings • 2 plans

10810 Old County Road 15Plymouth, MN 55441
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$4,452,400

2025 Contributions

$268,021

Historical Graphs

Total Assets Over Time

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

$4,452,400$2,226,200$0200920172025YearValue
$4,452,400Latest year 2025

Participants Over Time

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

1890200920172025YearValue
15Latest 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
2025115$4,452,400$268,021$17,868iApproximate average salary by contribution assumption: employee only about $446,702 at 4% or $297,801 at 6%; with 50% employer match about $297,801 at 4% or $198,534 at 6%; with 100% employer match about $223,351 at 4% or $148,901 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-15$4,452,400$268,021$17,868iApproximate average salary by contribution assumption: employee only about $446,702 at 4% or $297,801 at 6%; with 50% employer match about $297,801 at 4% or $198,534 at 6%; with 100% employer match about $223,351 at 4% or $148,901 at 6%.
2024118$4,374,379$330,355$18,353iApproximate average salary by contribution assumption: employee only about $458,826 at 4% or $305,884 at 6%; with 50% employer match about $305,884 at 4% or $203,923 at 6%; with 100% employer match about $229,413 at 4% or $152,942 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-18$4,374,379$330,355$18,353iApproximate average salary by contribution assumption: employee only about $458,826 at 4% or $305,884 at 6%; with 50% employer match about $305,884 at 4% or $203,923 at 6%; with 100% employer match about $229,413 at 4% or $152,942 at 6%.
2023117$4,448,741$318,280$18,722iApproximate average salary by contribution assumption: employee only about $468,059 at 4% or $312,039 at 6%; with 50% employer match about $312,039 at 4% or $208,026 at 6%; with 100% employer match about $234,029 at 4% or $156,020 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-17$4,448,741$318,280$18,722iApproximate average salary by contribution assumption: employee only about $468,059 at 4% or $312,039 at 6%; with 50% employer match about $312,039 at 4% or $208,026 at 6%; with 100% employer match about $234,029 at 4% or $156,020 at 6%.
2022113$3,575,963$270,830$20,833iApproximate average salary by contribution assumption: employee only about $520,827 at 4% or $347,218 at 6%; with 50% employer match about $347,218 at 4% or $231,479 at 6%; with 100% employer match about $260,413 at 4% or $173,609 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-13$3,575,963$270,830$20,833iApproximate average salary by contribution assumption: employee only about $520,827 at 4% or $347,218 at 6%; with 50% employer match about $347,218 at 4% or $231,479 at 6%; with 100% employer match about $260,413 at 4% or $173,609 at 6%.
2021110$3,864,023$333,562$33,356iApproximate average salary by contribution assumption: employee only about $833,905 at 4% or $555,937 at 6%; with 50% employer match about $555,937 at 4% or $370,624 at 6%; with 100% employer match about $416,952 at 4% or $277,968 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-10$3,864,023$333,562$33,356iApproximate average salary by contribution assumption: employee only about $833,905 at 4% or $555,937 at 6%; with 50% employer match about $555,937 at 4% or $370,624 at 6%; with 100% employer match about $416,952 at 4% or $277,968 at 6%.
2020112$3,074,331$232,272$19,356iApproximate average salary by contribution assumption: employee only about $483,900 at 4% or $322,600 at 6%; with 50% employer match about $322,600 at 4% or $215,067 at 6%; with 100% employer match about $241,950 at 4% or $161,300 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-12$3,074,331$232,272$19,356iApproximate average salary by contribution assumption: employee only about $483,900 at 4% or $322,600 at 6%; with 50% employer match about $322,600 at 4% or $215,067 at 6%; with 100% employer match about $241,950 at 4% or $161,300 at 6%.
2019112$2,570,932$199,050$16,588iApproximate average salary by contribution assumption: employee only about $414,688 at 4% or $276,458 at 6%; with 50% employer match about $276,458 at 4% or $184,306 at 6%; with 100% employer match about $207,344 at 4% or $138,229 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-12$2,570,932$199,050$16,588iApproximate average salary by contribution assumption: employee only about $414,688 at 4% or $276,458 at 6%; with 50% employer match about $276,458 at 4% or $184,306 at 6%; with 100% employer match about $207,344 at 4% or $138,229 at 6%.
2018112$1,924,779$175,903$14,659iApproximate average salary by contribution assumption: employee only about $366,465 at 4% or $244,310 at 6%; with 50% employer match about $244,310 at 4% or $162,873 at 6%; with 100% employer match about $183,232 at 4% or $122,155 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-12$1,924,779$175,903$14,659iApproximate average salary by contribution assumption: employee only about $366,465 at 4% or $244,310 at 6%; with 50% employer match about $244,310 at 4% or $162,873 at 6%; with 100% employer match about $183,232 at 4% or $122,155 at 6%.
201717$1,938,774$727,398$103,914iApproximate average salary by contribution assumption: employee only about $2,597,850 at 4% or $1,731,900 at 6%; with 50% employer match about $1,731,900 at 4% or $1,154,600 at 6%; with 100% employer match about $1,298,925 at 4% or $865,950 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-7$1,938,774$727,398$103,914iApproximate average salary by contribution assumption: employee only about $2,597,850 at 4% or $1,731,900 at 6%; with 50% employer match about $1,731,900 at 4% or $1,154,600 at 6%; with 100% employer match about $1,298,925 at 4% or $865,950 at 6%.
201615$1,003,172$90,206$18,041iApproximate average salary by contribution assumption: employee only about $451,030 at 4% or $300,687 at 6%; with 50% employer match about $300,687 at 4% or $200,458 at 6%; with 100% employer match about $225,515 at 4% or $150,343 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-5$1,003,172$90,206$18,041iApproximate average salary by contribution assumption: employee only about $451,030 at 4% or $300,687 at 6%; with 50% employer match about $300,687 at 4% or $200,458 at 6%; with 100% employer match about $225,515 at 4% or $150,343 at 6%.
201514$823,650$102,439$25,610iApproximate average salary by contribution assumption: employee only about $640,244 at 4% or $426,829 at 6%; with 50% employer match about $426,829 at 4% or $284,553 at 6%; with 100% employer match about $320,122 at 4% or $213,415 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-4$823,650$102,439$25,610iApproximate average salary by contribution assumption: employee only about $640,244 at 4% or $426,829 at 6%; with 50% employer match about $426,829 at 4% or $284,553 at 6%; with 100% employer match about $320,122 at 4% or $213,415 at 6%.
201414$786,328$53,802$13,451iApproximate average salary by contribution assumption: employee only about $336,263 at 4% or $224,175 at 6%; with 50% employer match about $224,175 at 4% or $149,450 at 6%; with 100% employer match about $168,131 at 4% or $112,088 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-4$786,328$53,802$13,451iApproximate average salary by contribution assumption: employee only about $336,263 at 4% or $224,175 at 6%; with 50% employer match about $224,175 at 4% or $149,450 at 6%; with 100% employer match about $168,131 at 4% or $112,088 at 6%.
201313$693,543$58,662$19,554iApproximate average salary by contribution assumption: employee only about $488,850 at 4% or $325,900 at 6%; with 50% employer match about $325,900 at 4% or $217,267 at 6%; with 100% employer match about $244,425 at 4% or $162,950 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-3$693,543$58,662$19,554iApproximate average salary by contribution assumption: employee only about $488,850 at 4% or $325,900 at 6%; with 50% employer match about $325,900 at 4% or $217,267 at 6%; with 100% employer match about $244,425 at 4% or $162,950 at 6%.
201213$443,230$40,389$13,463iApproximate average salary by contribution assumption: employee only about $336,575 at 4% or $224,383 at 6%; with 50% employer match about $224,383 at 4% or $149,589 at 6%; with 100% employer match about $168,288 at 4% or $112,192 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-3$443,230$40,389$13,463iApproximate average salary by contribution assumption: employee only about $336,575 at 4% or $224,383 at 6%; with 50% employer match about $224,383 at 4% or $149,589 at 6%; with 100% employer match about $168,288 at 4% or $112,192 at 6%.
201113$351,526$37,067$12,356iApproximate average salary by contribution assumption: employee only about $308,892 at 4% or $205,928 at 6%; with 50% employer match about $205,928 at 4% or $137,285 at 6%; with 100% employer match about $154,446 at 4% or $102,964 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-3$351,526$37,067$12,356iApproximate average salary by contribution assumption: employee only about $308,892 at 4% or $205,928 at 6%; with 50% employer match about $205,928 at 4% or $137,285 at 6%; with 100% employer match about $154,446 at 4% or $102,964 at 6%.
201013$326,561$34,979$11,660iApproximate average salary by contribution assumption: employee only about $291,492 at 4% or $194,328 at 6%; with 50% employer match about $194,328 at 4% or $129,552 at 6%; with 100% employer match about $145,746 at 4% or $97,164 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-3$326,561$34,979$11,660iApproximate average salary by contribution assumption: employee only about $291,492 at 4% or $194,328 at 6%; with 50% employer match about $194,328 at 4% or $129,552 at 6%; with 100% employer match about $145,746 at 4% or $97,164 at 6%.
200912$246,766$75,105$37,553iApproximate average salary by contribution assumption: employee only about $938,813 at 4% or $625,875 at 6%; with 50% employer match about $625,875 at 4% or $417,250 at 6%; with 100% employer match about $469,406 at 4% or $312,938 at 6%.
Gen Financial Management Inc. 401(K) Profit Sharing Plan-2$246,766$75,105$37,553iApproximate average salary by contribution assumption: employee only about $938,813 at 4% or $625,875 at 6%; with 50% employer match about $625,875 at 4% or $417,250 at 6%; with 100% employer match about $469,406 at 4% or $312,938 at 6%.