QUIST WEALTH MANAGEMENT
Plan context: QUIST WEALTH MANAGEMENT SAFE HARBOR 401K PLAN
EIN 45-4172189 • Willmar, MN • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$883,052
2025 Contributions
$179,784
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 4 | $883,052 | $179,784 | $44,946iApproximate average salary by contribution assumption: employee only about $1,123,650 at 4% or $749,100 at 6%; with 50% employer match about $749,100 at 4% or $499,400 at 6%; with 100% employer match about $561,825 at 4% or $374,550 at 6%. |
| QUIST WEALTH MANAGEMENT SAFE HARBOR 401K PLAN | - | 4 | $883,052 | $179,784 | $44,946iApproximate average salary by contribution assumption: employee only about $1,123,650 at 4% or $749,100 at 6%; with 50% employer match about $749,100 at 4% or $499,400 at 6%; with 100% employer match about $561,825 at 4% or $374,550 at 6%. |
| 2024 | 1 | 4 | $591,637 | $159,403 | $39,851iApproximate average salary by contribution assumption: employee only about $996,269 at 4% or $664,179 at 6%; with 50% employer match about $664,179 at 4% or $442,786 at 6%; with 100% employer match about $498,134 at 4% or $332,090 at 6%. |
| QUIST WEALTH MANAGEMENT SAFE HARBOR 401K PLAN | - | 4 | $591,637 | $159,403 | $39,851iApproximate average salary by contribution assumption: employee only about $996,269 at 4% or $664,179 at 6%; with 50% employer match about $664,179 at 4% or $442,786 at 6%; with 100% employer match about $498,134 at 4% or $332,090 at 6%. |
| 2023 | 1 | 4 | $343,334 | $157,451 | $39,363iApproximate average salary by contribution assumption: employee only about $984,069 at 4% or $656,046 at 6%; with 50% employer match about $656,046 at 4% or $437,364 at 6%; with 100% employer match about $492,034 at 4% or $328,023 at 6%. |
| QUIST WEALTH MANAGEMENT SAFE HARBOR 401K PLAN | - | 4 | $343,334 | $157,451 | $39,363iApproximate average salary by contribution assumption: employee only about $984,069 at 4% or $656,046 at 6%; with 50% employer match about $656,046 at 4% or $437,364 at 6%; with 100% employer match about $492,034 at 4% or $328,023 at 6%. |
| 2022 | 1 | 4 | $139,486 | $144,051 | $36,013iApproximate average salary by contribution assumption: employee only about $900,319 at 4% or $600,213 at 6%; with 50% employer match about $600,213 at 4% or $400,142 at 6%; with 100% employer match about $450,159 at 4% or $300,106 at 6%. |
| QUIST WEALTH MANAGEMENT SAFE HARBOR 401K PLAN | - | 4 | $139,486 | $144,051 | $36,013iApproximate average salary by contribution assumption: employee only about $900,319 at 4% or $600,213 at 6%; with 50% employer match about $600,213 at 4% or $400,142 at 6%; with 100% employer match about $450,159 at 4% or $300,106 at 6%. |