Civic Intelligence

Cherry Tree Companies LLC

Plan context: Cherry Tree Companies LLC 401(K) Plan

EIN 41-1945100 • Minnetonka, MN • 24 filings • 4 plans

301 Carlson ParkwaySuite 103Minnetonka, MN 55305
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$7,932,838

2024 Contributions

$600,506

Historical Graphs

Total Assets Over Time

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

$7,932,838$3,966,419$0200120132024YearValue
$7,932,838Latest year 2024

Participants Over Time

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

43220200120132024YearValue
43Latest 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
2024143$7,932,838$600,506$13,965iApproximate average salary by contribution assumption: employee only about $349,131 at 4% or $232,754 at 6%; with 50% employer match about $232,754 at 4% or $155,170 at 6%; with 100% employer match about $174,566 at 4% or $116,377 at 6%.
Cherry Tree Companies LLC 401(K) Plan-43$7,932,838$600,506$13,965iApproximate average salary by contribution assumption: employee only about $349,131 at 4% or $232,754 at 6%; with 50% employer match about $232,754 at 4% or $155,170 at 6%; with 100% employer match about $174,566 at 4% or $116,377 at 6%.
2023141$6,563,343$555,351$13,545iApproximate average salary by contribution assumption: employee only about $338,629 at 4% or $225,752 at 6%; with 50% employer match about $225,752 at 4% or $150,502 at 6%; with 100% employer match about $169,314 at 4% or $112,876 at 6%.
Cherry Tree Companies LLC 401(K) Plan-41$6,563,343$555,351$13,545iApproximate average salary by contribution assumption: employee only about $338,629 at 4% or $225,752 at 6%; with 50% employer match about $225,752 at 4% or $150,502 at 6%; with 100% employer match about $169,314 at 4% or $112,876 at 6%.
2022141$5,495,926$515,942$12,584iApproximate average salary by contribution assumption: employee only about $314,599 at 4% or $209,733 at 6%; with 50% employer match about $209,733 at 4% or $139,822 at 6%; with 100% employer match about $157,299 at 4% or $104,866 at 6%.
Cherry Tree Companies LLC 401(K) Plan-41$5,495,926$515,942$12,584iApproximate average salary by contribution assumption: employee only about $314,599 at 4% or $209,733 at 6%; with 50% employer match about $209,733 at 4% or $139,822 at 6%; with 100% employer match about $157,299 at 4% or $104,866 at 6%.
2021135$5,987,310$398,855$11,396iApproximate average salary by contribution assumption: employee only about $284,896 at 4% or $189,931 at 6%; with 50% employer match about $189,931 at 4% or $126,621 at 6%; with 100% employer match about $142,448 at 4% or $94,965 at 6%.
Cherry Tree Companies LLC 401(K) Plan-35$5,987,310$398,855$11,396iApproximate average salary by contribution assumption: employee only about $284,896 at 4% or $189,931 at 6%; with 50% employer match about $189,931 at 4% or $126,621 at 6%; with 100% employer match about $142,448 at 4% or $94,965 at 6%.
2020135$5,029,377$333,183$9,520iApproximate average salary by contribution assumption: employee only about $237,988 at 4% or $158,659 at 6%; with 50% employer match about $158,659 at 4% or $105,772 at 6%; with 100% employer match about $118,994 at 4% or $79,329 at 6%.
Cherry Tree Companies LLC 401(K) Plan-35$5,029,377$333,183$9,520iApproximate average salary by contribution assumption: employee only about $237,988 at 4% or $158,659 at 6%; with 50% employer match about $158,659 at 4% or $105,772 at 6%; with 100% employer match about $118,994 at 4% or $79,329 at 6%.
2019141$4,524,307$354,073$8,636iApproximate average salary by contribution assumption: employee only about $215,898 at 4% or $143,932 at 6%; with 50% employer match about $143,932 at 4% or $95,955 at 6%; with 100% employer match about $107,949 at 4% or $71,966 at 6%.
Cherry Tree Companies LLC 401(K) Plan-41$4,524,307$354,073$8,636iApproximate average salary by contribution assumption: employee only about $215,898 at 4% or $143,932 at 6%; with 50% employer match about $143,932 at 4% or $95,955 at 6%; with 100% employer match about $107,949 at 4% or $71,966 at 6%.
2018137$3,946,497$296,527$8,014iApproximate average salary by contribution assumption: employee only about $200,356 at 4% or $133,571 at 6%; with 50% employer match about $133,571 at 4% or $89,047 at 6%; with 100% employer match about $100,178 at 4% or $66,785 at 6%.
Cherry Tree Companies LLC 401(K) Plan-37$3,946,497$296,527$8,014iApproximate average salary by contribution assumption: employee only about $200,356 at 4% or $133,571 at 6%; with 50% employer match about $133,571 at 4% or $89,047 at 6%; with 100% employer match about $100,178 at 4% or $66,785 at 6%.
2017136$4,299,885$298,927$8,304iApproximate average salary by contribution assumption: employee only about $207,588 at 4% or $138,392 at 6%; with 50% employer match about $138,392 at 4% or $92,261 at 6%; with 100% employer match about $103,794 at 4% or $69,196 at 6%.
Cherry Tree Companies LLC 401(K) Plan-36$4,299,885$298,927$8,304iApproximate average salary by contribution assumption: employee only about $207,588 at 4% or $138,392 at 6%; with 50% employer match about $138,392 at 4% or $92,261 at 6%; with 100% employer match about $103,794 at 4% or $69,196 at 6%.
2016134$3,619,878$445,008$13,088iApproximate average salary by contribution assumption: employee only about $327,212 at 4% or $218,141 at 6%; with 50% employer match about $218,141 at 4% or $145,427 at 6%; with 100% employer match about $163,606 at 4% or $109,071 at 6%.
Cherry Tree Companies LLC 401(K) Plan-34$3,619,878$445,008$13,088iApproximate average salary by contribution assumption: employee only about $327,212 at 4% or $218,141 at 6%; with 50% employer match about $218,141 at 4% or $145,427 at 6%; with 100% employer match about $163,606 at 4% or $109,071 at 6%.
2015132$2,919,739$352,367$11,011iApproximate average salary by contribution assumption: employee only about $275,287 at 4% or $183,524 at 6%; with 50% employer match about $183,524 at 4% or $122,350 at 6%; with 100% employer match about $137,643 at 4% or $91,762 at 6%.
Cherry Tree Companies LLC 401(K) Plan-32$2,919,739$352,367$11,011iApproximate average salary by contribution assumption: employee only about $275,287 at 4% or $183,524 at 6%; with 50% employer match about $183,524 at 4% or $122,350 at 6%; with 100% employer match about $137,643 at 4% or $91,762 at 6%.
2014131$2,751,005$361,281$11,654iApproximate average salary by contribution assumption: employee only about $291,356 at 4% or $194,237 at 6%; with 50% employer match about $194,237 at 4% or $129,491 at 6%; with 100% employer match about $145,678 at 4% or $97,119 at 6%.
Cherry Tree Companies LLC 401(K) Plan-31$2,751,005$361,281$11,654iApproximate average salary by contribution assumption: employee only about $291,356 at 4% or $194,237 at 6%; with 50% employer match about $194,237 at 4% or $129,491 at 6%; with 100% employer match about $145,678 at 4% or $97,119 at 6%.
2013132$2,517,094$375,979$11,749iApproximate average salary by contribution assumption: employee only about $293,734 at 4% or $195,822 at 6%; with 50% employer match about $195,822 at 4% or $130,548 at 6%; with 100% employer match about $146,867 at 4% or $97,911 at 6%.
Cherry Tree Companies LLC 401(K) Plan-32$2,517,094$375,979$11,749iApproximate average salary by contribution assumption: employee only about $293,734 at 4% or $195,822 at 6%; with 50% employer match about $195,822 at 4% or $130,548 at 6%; with 100% employer match about $146,867 at 4% or $97,911 at 6%.
2012130$1,811,012$280,289$9,343iApproximate average salary by contribution assumption: employee only about $233,574 at 4% or $155,716 at 6%; with 50% employer match about $155,716 at 4% or $103,811 at 6%; with 100% employer match about $116,787 at 4% or $77,858 at 6%.
Cherry Tree Companies LLC 401(K) Plan-30$1,811,012$280,289$9,343iApproximate average salary by contribution assumption: employee only about $233,574 at 4% or $155,716 at 6%; with 50% employer match about $155,716 at 4% or $103,811 at 6%; with 100% employer match about $116,787 at 4% or $77,858 at 6%.
2011127$1,387,855$305,005$11,296iApproximate average salary by contribution assumption: employee only about $282,412 at 4% or $188,275 at 6%; with 50% employer match about $188,275 at 4% or $125,516 at 6%; with 100% employer match about $141,206 at 4% or $94,137 at 6%.
Cherry Tree Companies LLC 401(K) Plan-27$1,387,855$305,005$11,296iApproximate average salary by contribution assumption: employee only about $282,412 at 4% or $188,275 at 6%; with 50% employer match about $188,275 at 4% or $125,516 at 6%; with 100% employer match about $141,206 at 4% or $94,137 at 6%.
2010126$1,150,277$197,931$7,613iApproximate average salary by contribution assumption: employee only about $190,318 at 4% or $126,879 at 6%; with 50% employer match about $126,879 at 4% or $84,586 at 6%; with 100% employer match about $95,159 at 4% or $63,439 at 6%.
Cherry Tree Companies LLC 401(K) Plan-26$1,150,277$197,931$7,613iApproximate average salary by contribution assumption: employee only about $190,318 at 4% or $126,879 at 6%; with 50% employer match about $126,879 at 4% or $84,586 at 6%; with 100% employer match about $95,159 at 4% or $63,439 at 6%.
2009127$1,000,435$311,968$11,554iApproximate average salary by contribution assumption: employee only about $288,859 at 4% or $192,573 at 6%; with 50% employer match about $192,573 at 4% or $128,382 at 6%; with 100% employer match about $144,430 at 4% or $96,286 at 6%.
Cherry Tree Companies LLC 401(K) Plan-27$1,000,435$311,968$11,554iApproximate average salary by contribution assumption: employee only about $288,859 at 4% or $192,573 at 6%; with 50% employer match about $192,573 at 4% or $128,382 at 6%; with 100% employer match about $144,430 at 4% or $96,286 at 6%.
2008117$578,961$219,542$12,914iApproximate average salary by contribution assumption: employee only about $322,856 at 4% or $215,237 at 6%; with 50% employer match about $215,237 at 4% or $143,492 at 6%; with 100% employer match about $161,428 at 4% or $107,619 at 6%.
Cherry Tree Companies LLC 401(K) Plan-17$578,961$219,542$12,914iApproximate average salary by contribution assumption: employee only about $322,856 at 4% or $215,237 at 6%; with 50% employer match about $215,237 at 4% or $143,492 at 6%; with 100% employer match about $161,428 at 4% or $107,619 at 6%.
2007125$854,874$235,285$9,411iApproximate average salary by contribution assumption: employee only about $235,285 at 4% or $156,857 at 6%; with 50% employer match about $156,857 at 4% or $104,571 at 6%; with 100% employer match about $117,643 at 4% or $78,428 at 6%.
Cherry Tree Companies LLC 401(K) Plan-25$854,874$235,285$9,411iApproximate average salary by contribution assumption: employee only about $235,285 at 4% or $156,857 at 6%; with 50% employer match about $156,857 at 4% or $104,571 at 6%; with 100% employer match about $117,643 at 4% or $78,428 at 6%.
2006123$749,969$178,076$7,742iApproximate average salary by contribution assumption: employee only about $193,561 at 4% or $129,041 at 6%; with 50% employer match about $129,041 at 4% or $86,027 at 6%; with 100% employer match about $96,780 at 4% or $64,520 at 6%.
Cherry Tree Companies LLC 401(K) Plan-23$749,969$178,076$7,742iApproximate average salary by contribution assumption: employee only about $193,561 at 4% or $129,041 at 6%; with 50% employer match about $129,041 at 4% or $86,027 at 6%; with 100% employer match about $96,780 at 4% or $64,520 at 6%.
2005116$501,569$139,997$8,750iApproximate average salary by contribution assumption: employee only about $218,745 at 4% or $145,830 at 6%; with 50% employer match about $145,830 at 4% or $97,220 at 6%; with 100% employer match about $109,373 at 4% or $72,915 at 6%.
Cherry Tree Companies LLC 401(K) Plan-16$501,569$139,997$8,750iApproximate average salary by contribution assumption: employee only about $218,745 at 4% or $145,830 at 6%; with 50% employer match about $145,830 at 4% or $97,220 at 6%; with 100% employer match about $109,373 at 4% or $72,915 at 6%.
2004115$329,380$80,243$5,350iApproximate average salary by contribution assumption: employee only about $133,738 at 4% or $89,159 at 6%; with 50% employer match about $89,159 at 4% or $59,439 at 6%; with 100% employer match about $66,869 at 4% or $44,579 at 6%.
Cherry Tree Companies LLC 401(K) Plan-15$329,380$80,243$5,350iApproximate average salary by contribution assumption: employee only about $133,738 at 4% or $89,159 at 6%; with 50% employer match about $89,159 at 4% or $59,439 at 6%; with 100% employer match about $66,869 at 4% or $44,579 at 6%.
2003110$221,212$71,988$7,199iApproximate average salary by contribution assumption: employee only about $179,970 at 4% or $119,980 at 6%; with 50% employer match about $119,980 at 4% or $79,987 at 6%; with 100% employer match about $89,985 at 4% or $59,990 at 6%.
Cherry Tree Companies LLC 401(K) Plan-10$221,212$71,988$7,199iApproximate average salary by contribution assumption: employee only about $179,970 at 4% or $119,980 at 6%; with 50% employer match about $119,980 at 4% or $79,987 at 6%; with 100% employer match about $89,985 at 4% or $59,990 at 6%.
200218$130,873$72,709$9,089iApproximate average salary by contribution assumption: employee only about $227,216 at 4% or $151,477 at 6%; with 50% employer match about $151,477 at 4% or $100,985 at 6%; with 100% employer match about $113,608 at 4% or $75,739 at 6%.
Cherry Tree Companies LLC 401(K) Plan-8$130,873$72,709$9,089iApproximate average salary by contribution assumption: employee only about $227,216 at 4% or $151,477 at 6%; with 50% employer match about $151,477 at 4% or $100,985 at 6%; with 100% employer match about $113,608 at 4% or $75,739 at 6%.
200119$80,301$81,100$9,011iApproximate average salary by contribution assumption: employee only about $225,278 at 4% or $150,185 at 6%; with 50% employer match about $150,185 at 4% or $100,123 at 6%; with 100% employer match about $112,639 at 4% or $75,093 at 6%.
Cherry Tree Companies LLC 401(K) Plan-9$80,301$81,100$9,011iApproximate average salary by contribution assumption: employee only about $225,278 at 4% or $150,185 at 6%; with 50% employer match about $150,185 at 4% or $100,123 at 6%; with 100% employer match about $112,639 at 4% or $75,093 at 6%.