Civic Intelligence

Wassenaar Financial

Plan context: Wassenaar Financial 401(K) Plan

EIN 42-1504293 • Pella, IA • 6 filings • 1 plans

833 Broadway St.Pella, IA 50219
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$1,525,055

2025 Contributions

$79,201

Historical Graphs

Total Assets Over Time

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

$1,525,055$762,528$0202020232025YearValue
$1,525,055Latest year 2025

Participants Over Time

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

320202020232025YearValue
3Latest 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
202513$1,525,055$79,201$26,400iApproximate average salary by contribution assumption: employee only about $660,008 at 4% or $440,006 at 6%; with 50% employer match about $440,006 at 4% or $293,337 at 6%; with 100% employer match about $330,004 at 4% or $220,003 at 6%.
Wassenaar Financial 401(K) Plan-3$1,525,055$79,201$26,400iApproximate average salary by contribution assumption: employee only about $660,008 at 4% or $440,006 at 6%; with 50% employer match about $440,006 at 4% or $293,337 at 6%; with 100% employer match about $330,004 at 4% or $220,003 at 6%.
202413$1,231,759$70,349$23,450iApproximate average salary by contribution assumption: employee only about $586,242 at 4% or $390,828 at 6%; with 50% employer match about $390,828 at 4% or $260,552 at 6%; with 100% employer match about $293,121 at 4% or $195,414 at 6%.
Wassenaar Financial 401(K) Plan-3$1,231,759$70,349$23,450iApproximate average salary by contribution assumption: employee only about $586,242 at 4% or $390,828 at 6%; with 50% employer match about $390,828 at 4% or $260,552 at 6%; with 100% employer match about $293,121 at 4% or $195,414 at 6%.
202313$1,009,747$69,327$23,109iApproximate average salary by contribution assumption: employee only about $577,725 at 4% or $385,150 at 6%; with 50% employer match about $385,150 at 4% or $256,767 at 6%; with 100% employer match about $288,863 at 4% or $192,575 at 6%.
Wassenaar Financial 401(K) Plan-3$1,009,747$69,327$23,109iApproximate average salary by contribution assumption: employee only about $577,725 at 4% or $385,150 at 6%; with 50% employer match about $385,150 at 4% or $256,767 at 6%; with 100% employer match about $288,863 at 4% or $192,575 at 6%.
202213$788,521$63,013$21,004iApproximate average salary by contribution assumption: employee only about $525,108 at 4% or $350,072 at 6%; with 50% employer match about $350,072 at 4% or $233,381 at 6%; with 100% employer match about $262,554 at 4% or $175,036 at 6%.
Wassenaar Financial 401(K) Plan-3$788,521$63,013$21,004iApproximate average salary by contribution assumption: employee only about $525,108 at 4% or $350,072 at 6%; with 50% employer match about $350,072 at 4% or $233,381 at 6%; with 100% employer match about $262,554 at 4% or $175,036 at 6%.
202113$887,391$56,374$18,791iApproximate average salary by contribution assumption: employee only about $469,783 at 4% or $313,189 at 6%; with 50% employer match about $313,189 at 4% or $208,793 at 6%; with 100% employer match about $234,892 at 4% or $156,594 at 6%.
Wassenaar Financial 401(K) Plan-3$887,391$56,374$18,791iApproximate average salary by contribution assumption: employee only about $469,783 at 4% or $313,189 at 6%; with 50% employer match about $313,189 at 4% or $208,793 at 6%; with 100% employer match about $234,892 at 4% or $156,594 at 6%.
202013$721,846$640,476$213,492iApproximate average salary by contribution assumption: employee only about $5,337,300 at 4% or $3,558,200 at 6%; with 50% employer match about $3,558,200 at 4% or $2,372,133 at 6%; with 100% employer match about $2,668,650 at 4% or $1,779,100 at 6%.
Wassenaar Financial 401(K) Plan-3$721,846$640,476$213,492iApproximate average salary by contribution assumption: employee only about $5,337,300 at 4% or $3,558,200 at 6%; with 50% employer match about $3,558,200 at 4% or $2,372,133 at 6%; with 100% employer match about $2,668,650 at 4% or $1,779,100 at 6%.