Civic Intelligence

Vista Wealth Management Inc.

Plan context: Vista Wealth Management Inc. 401K Plan

EIN 41-2044849 • Lake Elmo, MN • 18 filings • 1 plans

11552 Sunflower Ln NApt 210Lake Elmo, MN 55042-5511
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,542,007

2024 Contributions

$63,765

Historical Graphs

Total Assets Over Time

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

$2,542,007$1,271,004$0200720162024YearValue
$2,542,007Latest year 2024

Participants Over Time

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

740200720162024YearValue
4Latest 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
202414$2,542,007$63,765$15,941iApproximate average salary by contribution assumption: employee only about $398,531 at 4% or $265,688 at 6%; with 50% employer match about $265,688 at 4% or $177,125 at 6%; with 100% employer match about $199,266 at 4% or $132,844 at 6%.
Vista Wealth Management Inc. 401K Plan-4$2,542,007$63,765$15,941iApproximate average salary by contribution assumption: employee only about $398,531 at 4% or $265,688 at 6%; with 50% employer match about $265,688 at 4% or $177,125 at 6%; with 100% employer match about $199,266 at 4% or $132,844 at 6%.
202314$2,097,371$62,411$15,603iApproximate average salary by contribution assumption: employee only about $390,069 at 4% or $260,046 at 6%; with 50% employer match about $260,046 at 4% or $173,364 at 6%; with 100% employer match about $195,034 at 4% or $130,023 at 6%.
Vista Wealth Management Inc. 401K Plan-4$2,097,371$62,411$15,603iApproximate average salary by contribution assumption: employee only about $390,069 at 4% or $260,046 at 6%; with 50% employer match about $260,046 at 4% or $173,364 at 6%; with 100% employer match about $195,034 at 4% or $130,023 at 6%.
202214$1,653,158$62,085$15,521iApproximate average salary by contribution assumption: employee only about $388,031 at 4% or $258,688 at 6%; with 50% employer match about $258,688 at 4% or $172,458 at 6%; with 100% employer match about $194,016 at 4% or $129,344 at 6%.
Vista Wealth Management Inc. 401K Plan-4$1,653,158$62,085$15,521iApproximate average salary by contribution assumption: employee only about $388,031 at 4% or $258,688 at 6%; with 50% employer match about $258,688 at 4% or $172,458 at 6%; with 100% employer match about $194,016 at 4% or $129,344 at 6%.
202114$1,906,040$64,823$16,206iApproximate average salary by contribution assumption: employee only about $405,144 at 4% or $270,096 at 6%; with 50% employer match about $270,096 at 4% or $180,064 at 6%; with 100% employer match about $202,572 at 4% or $135,048 at 6%.
Vista Wealth Management Inc. 401K Plan-4$1,906,040$64,823$16,206iApproximate average salary by contribution assumption: employee only about $405,144 at 4% or $270,096 at 6%; with 50% employer match about $270,096 at 4% or $180,064 at 6%; with 100% employer match about $202,572 at 4% or $135,048 at 6%.
202015$1,611,176$89,149$17,830iApproximate average salary by contribution assumption: employee only about $445,745 at 4% or $297,163 at 6%; with 50% employer match about $297,163 at 4% or $198,109 at 6%; with 100% employer match about $222,873 at 4% or $148,582 at 6%.
Vista Wealth Management Inc. 401K Plan-5$1,611,176$89,149$17,830iApproximate average salary by contribution assumption: employee only about $445,745 at 4% or $297,163 at 6%; with 50% employer match about $297,163 at 4% or $198,109 at 6%; with 100% employer match about $222,873 at 4% or $148,582 at 6%.
201915$1,188,511$86,706$17,341iApproximate average salary by contribution assumption: employee only about $433,530 at 4% or $289,020 at 6%; with 50% employer match about $289,020 at 4% or $192,680 at 6%; with 100% employer match about $216,765 at 4% or $144,510 at 6%.
Vista Wealth Management Inc. 401K Plan-5$1,188,511$86,706$17,341iApproximate average salary by contribution assumption: employee only about $433,530 at 4% or $289,020 at 6%; with 50% employer match about $289,020 at 4% or $192,680 at 6%; with 100% employer match about $216,765 at 4% or $144,510 at 6%.
201815$892,561$89,705$17,941iApproximate average salary by contribution assumption: employee only about $448,525 at 4% or $299,017 at 6%; with 50% employer match about $299,017 at 4% or $199,344 at 6%; with 100% employer match about $224,263 at 4% or $149,508 at 6%.
Vista Wealth Management Inc. 401K Plan-5$892,561$89,705$17,941iApproximate average salary by contribution assumption: employee only about $448,525 at 4% or $299,017 at 6%; with 50% employer match about $299,017 at 4% or $199,344 at 6%; with 100% employer match about $224,263 at 4% or $149,508 at 6%.
201715$1,008,186$79,226$15,845iApproximate average salary by contribution assumption: employee only about $396,130 at 4% or $264,087 at 6%; with 50% employer match about $264,087 at 4% or $176,058 at 6%; with 100% employer match about $198,065 at 4% or $132,043 at 6%.
Vista Wealth Management Inc. 401K Plan-5$1,008,186$79,226$15,845iApproximate average salary by contribution assumption: employee only about $396,130 at 4% or $264,087 at 6%; with 50% employer match about $264,087 at 4% or $176,058 at 6%; with 100% employer match about $198,065 at 4% or $132,043 at 6%.
201615$785,906$102,123$20,425iApproximate average salary by contribution assumption: employee only about $510,615 at 4% or $340,410 at 6%; with 50% employer match about $340,410 at 4% or $226,940 at 6%; with 100% employer match about $255,307 at 4% or $170,205 at 6%.
Vista Wealth Management Inc. 401K Plan-5$785,906$102,123$20,425iApproximate average salary by contribution assumption: employee only about $510,615 at 4% or $340,410 at 6%; with 50% employer match about $340,410 at 4% or $226,940 at 6%; with 100% employer match about $255,307 at 4% or $170,205 at 6%.
201515$704,467$63,624$12,725iApproximate average salary by contribution assumption: employee only about $318,120 at 4% or $212,080 at 6%; with 50% employer match about $212,080 at 4% or $141,387 at 6%; with 100% employer match about $159,060 at 4% or $106,040 at 6%.
Vista Wealth Management Inc. 401K Plan-5$704,467$63,624$12,725iApproximate average salary by contribution assumption: employee only about $318,120 at 4% or $212,080 at 6%; with 50% employer match about $212,080 at 4% or $141,387 at 6%; with 100% employer match about $159,060 at 4% or $106,040 at 6%.
201415$641,219$58,254$11,651iApproximate average salary by contribution assumption: employee only about $291,270 at 4% or $194,180 at 6%; with 50% employer match about $194,180 at 4% or $129,453 at 6%; with 100% employer match about $145,635 at 4% or $97,090 at 6%.
Vista Wealth Management Inc. 401K Plan-5$641,219$58,254$11,651iApproximate average salary by contribution assumption: employee only about $291,270 at 4% or $194,180 at 6%; with 50% employer match about $194,180 at 4% or $129,453 at 6%; with 100% employer match about $145,635 at 4% or $97,090 at 6%.
201315$556,321$60,041$12,008iApproximate average salary by contribution assumption: employee only about $300,205 at 4% or $200,137 at 6%; with 50% employer match about $200,137 at 4% or $133,424 at 6%; with 100% employer match about $150,103 at 4% or $100,068 at 6%.
Vista Wealth Management Inc. 401K Plan-5$556,321$60,041$12,008iApproximate average salary by contribution assumption: employee only about $300,205 at 4% or $200,137 at 6%; with 50% employer match about $200,137 at 4% or $133,424 at 6%; with 100% employer match about $150,103 at 4% or $100,068 at 6%.
201215$430,808$60,695$12,139iApproximate average salary by contribution assumption: employee only about $303,475 at 4% or $202,317 at 6%; with 50% employer match about $202,317 at 4% or $134,878 at 6%; with 100% employer match about $151,738 at 4% or $101,158 at 6%.
Vista Wealth Management Inc. 401K Plan-5$430,808$60,695$12,139iApproximate average salary by contribution assumption: employee only about $303,475 at 4% or $202,317 at 6%; with 50% employer match about $202,317 at 4% or $134,878 at 6%; with 100% employer match about $151,738 at 4% or $101,158 at 6%.
201115$332,789$55,935$11,187iApproximate average salary by contribution assumption: employee only about $279,675 at 4% or $186,450 at 6%; with 50% employer match about $186,450 at 4% or $124,300 at 6%; with 100% employer match about $139,838 at 4% or $93,225 at 6%.
Vista Wealth Management Inc. 401K Plan-5$332,789$55,935$11,187iApproximate average salary by contribution assumption: employee only about $279,675 at 4% or $186,450 at 6%; with 50% employer match about $186,450 at 4% or $124,300 at 6%; with 100% employer match about $139,838 at 4% or $93,225 at 6%.
201014$296,970$71,746$17,937iApproximate average salary by contribution assumption: employee only about $448,413 at 4% or $298,942 at 6%; with 50% employer match about $298,942 at 4% or $199,294 at 6%; with 100% employer match about $224,206 at 4% or $149,471 at 6%.
Vista Wealth Management Inc. 401K Plan-4$296,970$71,746$17,937iApproximate average salary by contribution assumption: employee only about $448,413 at 4% or $298,942 at 6%; with 50% employer match about $298,942 at 4% or $199,294 at 6%; with 100% employer match about $224,206 at 4% or $149,471 at 6%.
200917$272,521$76,514$10,931iApproximate average salary by contribution assumption: employee only about $273,264 at 4% or $182,176 at 6%; with 50% employer match about $182,176 at 4% or $121,451 at 6%; with 100% employer match about $136,632 at 4% or $91,088 at 6%.
Vista Wealth Management Inc. 401K Plan-7$272,521$76,514$10,931iApproximate average salary by contribution assumption: employee only about $273,264 at 4% or $182,176 at 6%; with 50% employer match about $182,176 at 4% or $121,451 at 6%; with 100% employer match about $136,632 at 4% or $91,088 at 6%.
200817$163,486$86,857$12,408iApproximate average salary by contribution assumption: employee only about $310,204 at 4% or $206,802 at 6%; with 50% employer match about $206,802 at 4% or $137,868 at 6%; with 100% employer match about $155,102 at 4% or $103,401 at 6%.
Vista Wealth Management Inc. 401K Plan-7$163,486$86,857$12,408iApproximate average salary by contribution assumption: employee only about $310,204 at 4% or $206,802 at 6%; with 50% employer match about $206,802 at 4% or $137,868 at 6%; with 100% employer match about $155,102 at 4% or $103,401 at 6%.
200717$127,578$128,988$18,427iApproximate average salary by contribution assumption: employee only about $460,671 at 4% or $307,114 at 6%; with 50% employer match about $307,114 at 4% or $204,743 at 6%; with 100% employer match about $230,336 at 4% or $153,557 at 6%.
Vista Wealth Management Inc. 401K Plan-7$127,578$128,988$18,427iApproximate average salary by contribution assumption: employee only about $460,671 at 4% or $307,114 at 6%; with 50% employer match about $307,114 at 4% or $204,743 at 6%; with 100% employer match about $230,336 at 4% or $153,557 at 6%.