Volk Financial
Plan context: Volk Financial Retirement Savings Plan
EIN 41-2018144 • Edina, MN • 6 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
11
2020 Assets
$959,388
2020 Contributions
$102,074
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 11 | $959,388 | $102,074 | $9,279iApproximate average salary by contribution assumption: employee only about $231,986 at 4% or $154,658 at 6%; with 50% employer match about $154,658 at 4% or $103,105 at 6%; with 100% employer match about $115,993 at 4% or $77,329 at 6%. |
| Volk Financial Retirement Savings Plan | - | 11 | $959,388 | $102,074 | $9,279iApproximate average salary by contribution assumption: employee only about $231,986 at 4% or $154,658 at 6%; with 50% employer match about $154,658 at 4% or $103,105 at 6%; with 100% employer match about $115,993 at 4% or $77,329 at 6%. |
| 2019 | 1 | 10 | $713,446 | $92,158 | $9,216iApproximate average salary by contribution assumption: employee only about $230,395 at 4% or $153,597 at 6%; with 50% employer match about $153,597 at 4% or $102,398 at 6%; with 100% employer match about $115,197 at 4% or $76,798 at 6%. |
| Volk Financial Retirement Savings Plan | - | 10 | $713,446 | $92,158 | $9,216iApproximate average salary by contribution assumption: employee only about $230,395 at 4% or $153,597 at 6%; with 50% employer match about $153,597 at 4% or $102,398 at 6%; with 100% employer match about $115,197 at 4% or $76,798 at 6%. |
| 2018 | 1 | 8 | $485,661 | $147,235 | $18,404iApproximate average salary by contribution assumption: employee only about $460,109 at 4% or $306,740 at 6%; with 50% employer match about $306,740 at 4% or $204,493 at 6%; with 100% employer match about $230,055 at 4% or $153,370 at 6%. |
| Volk Financial Retirement Savings Plan | - | 8 | $485,661 | $147,235 | $18,404iApproximate average salary by contribution assumption: employee only about $460,109 at 4% or $306,740 at 6%; with 50% employer match about $306,740 at 4% or $204,493 at 6%; with 100% employer match about $230,055 at 4% or $153,370 at 6%. |
| 2017 | 1 | 7 | $372,768 | $310,021 | $44,289iApproximate average salary by contribution assumption: employee only about $1,107,218 at 4% or $738,145 at 6%; with 50% employer match about $738,145 at 4% or $492,097 at 6%; with 100% employer match about $553,609 at 4% or $369,073 at 6%. |
| Volk Financial Retirement Savings Plan | - | 7 | $372,768 | $310,021 | $44,289iApproximate average salary by contribution assumption: employee only about $1,107,218 at 4% or $738,145 at 6%; with 50% employer match about $738,145 at 4% or $492,097 at 6%; with 100% employer match about $553,609 at 4% or $369,073 at 6%. |
| 2016 | 1 | 4 | $29,002 | $23,864 | $5,966iApproximate average salary by contribution assumption: employee only about $149,150 at 4% or $99,433 at 6%; with 50% employer match about $99,433 at 4% or $66,289 at 6%; with 100% employer match about $74,575 at 4% or $49,717 at 6%. |
| Volk Financial Retirement Savings Plan | - | 4 | $29,002 | $23,864 | $5,966iApproximate average salary by contribution assumption: employee only about $149,150 at 4% or $99,433 at 6%; with 50% employer match about $99,433 at 4% or $66,289 at 6%; with 100% employer match about $74,575 at 4% or $49,717 at 6%. |
| 2015 | 1 | 2 | $4,141 | $5,624 | $2,812iApproximate average salary by contribution assumption: employee only about $70,300 at 4% or $46,867 at 6%; with 50% employer match about $46,867 at 4% or $31,244 at 6%; with 100% employer match about $35,150 at 4% or $23,433 at 6%. |
| Volk Financial Retirement Savings Plan | - | 2 | $4,141 | $5,624 | $2,812iApproximate average salary by contribution assumption: employee only about $70,300 at 4% or $46,867 at 6%; with 50% employer match about $46,867 at 4% or $31,244 at 6%; with 100% employer match about $35,150 at 4% or $23,433 at 6%. |