Civic Intelligence

Great Waters Financial

Plan context: Great Waters Financial 401(K) Plan

EIN 46-1124918 • Shoreview, MN • 10 filings • 1 plans

4100 Lexington Ave NSuite 100Shoreview, MN 55126
Current Snapshot

Latest Year

2024

2024 Participants

54

2024 Assets

$2,491,172

2024 Contributions

$467,984

Historical Graphs

Total Assets Over Time

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

$2,491,172$1,245,586$0201520202024YearValue
$2,491,172Latest year 2024

Participants Over Time

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

57290201520202024YearValue
54Latest 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
2024154$2,491,172$467,984$8,666iApproximate average salary by contribution assumption: employee only about $216,659 at 4% or $144,440 at 6%; with 50% employer match about $144,440 at 4% or $96,293 at 6%; with 100% employer match about $108,330 at 4% or $72,220 at 6%.
Great Waters Financial 401(K) Plan-54$2,491,172$467,984$8,666iApproximate average salary by contribution assumption: employee only about $216,659 at 4% or $144,440 at 6%; with 50% employer match about $144,440 at 4% or $96,293 at 6%; with 100% employer match about $108,330 at 4% or $72,220 at 6%.
2023148$2,150,675$360,022$7,500iApproximate average salary by contribution assumption: employee only about $187,511 at 4% or $125,008 at 6%; with 50% employer match about $125,008 at 4% or $83,338 at 6%; with 100% employer match about $93,756 at 4% or $62,504 at 6%.
Great Waters Financial 401(K) Plan-48$2,150,675$360,022$7,500iApproximate average salary by contribution assumption: employee only about $187,511 at 4% or $125,008 at 6%; with 50% employer match about $125,008 at 4% or $83,338 at 6%; with 100% employer match about $93,756 at 4% or $62,504 at 6%.
2022157$2,216,702$393,702$6,907iApproximate average salary by contribution assumption: employee only about $172,676 at 4% or $115,118 at 6%; with 50% employer match about $115,118 at 4% or $76,745 at 6%; with 100% employer match about $86,338 at 4% or $57,559 at 6%.
Great Waters Financial 401(K) Plan-57$2,216,702$393,702$6,907iApproximate average salary by contribution assumption: employee only about $172,676 at 4% or $115,118 at 6%; with 50% employer match about $115,118 at 4% or $76,745 at 6%; with 100% employer match about $86,338 at 4% or $57,559 at 6%.
2021149$2,286,147$344,084$7,022iApproximate average salary by contribution assumption: employee only about $175,553 at 4% or $117,035 at 6%; with 50% employer match about $117,035 at 4% or $78,024 at 6%; with 100% employer match about $87,777 at 4% or $58,518 at 6%.
Great Waters Financial 401(K) Plan-49$2,286,147$344,084$7,022iApproximate average salary by contribution assumption: employee only about $175,553 at 4% or $117,035 at 6%; with 50% employer match about $117,035 at 4% or $78,024 at 6%; with 100% employer match about $87,777 at 4% or $58,518 at 6%.
2020152$1,879,821$337,317$6,487iApproximate average salary by contribution assumption: employee only about $162,172 at 4% or $108,114 at 6%; with 50% employer match about $108,114 at 4% or $72,076 at 6%; with 100% employer match about $81,086 at 4% or $54,057 at 6%.
Great Waters Financial 401(K) Plan-52$1,879,821$337,317$6,487iApproximate average salary by contribution assumption: employee only about $162,172 at 4% or $108,114 at 6%; with 50% employer match about $108,114 at 4% or $72,076 at 6%; with 100% employer match about $81,086 at 4% or $54,057 at 6%.
2019148$1,428,317$451,585$9,408iApproximate average salary by contribution assumption: employee only about $235,201 at 4% or $156,800 at 6%; with 50% employer match about $156,800 at 4% or $104,534 at 6%; with 100% employer match about $117,600 at 4% or $78,400 at 6%.
Great Waters Financial 401(K) Plan-48$1,428,317$451,585$9,408iApproximate average salary by contribution assumption: employee only about $235,201 at 4% or $156,800 at 6%; with 50% employer match about $156,800 at 4% or $104,534 at 6%; with 100% employer match about $117,600 at 4% or $78,400 at 6%.
2018134$748,678$308,457$9,072iApproximate average salary by contribution assumption: employee only about $226,807 at 4% or $151,204 at 6%; with 50% employer match about $151,204 at 4% or $100,803 at 6%; with 100% employer match about $113,403 at 4% or $75,602 at 6%.
Great Waters Financial 401(K) Plan-34$748,678$308,457$9,072iApproximate average salary by contribution assumption: employee only about $226,807 at 4% or $151,204 at 6%; with 50% employer match about $151,204 at 4% or $100,803 at 6%; with 100% employer match about $113,403 at 4% or $75,602 at 6%.
2017129$513,265$163,287$5,631iApproximate average salary by contribution assumption: employee only about $140,765 at 4% or $93,843 at 6%; with 50% employer match about $93,843 at 4% or $62,562 at 6%; with 100% employer match about $70,382 at 4% or $46,922 at 6%.
Great Waters Financial 401(K) Plan-29$513,265$163,287$5,631iApproximate average salary by contribution assumption: employee only about $140,765 at 4% or $93,843 at 6%; with 50% employer match about $93,843 at 4% or $62,562 at 6%; with 100% employer match about $70,382 at 4% or $46,922 at 6%.
2016123$295,863$170,150$7,398iApproximate average salary by contribution assumption: employee only about $184,946 at 4% or $123,297 at 6%; with 50% employer match about $123,297 at 4% or $82,198 at 6%; with 100% employer match about $92,473 at 4% or $61,649 at 6%.
Great Waters Financial 401(K) Plan-23$295,863$170,150$7,398iApproximate average salary by contribution assumption: employee only about $184,946 at 4% or $123,297 at 6%; with 50% employer match about $123,297 at 4% or $82,198 at 6%; with 100% employer match about $92,473 at 4% or $61,649 at 6%.
2015115$107,214$108,686$7,246iApproximate average salary by contribution assumption: employee only about $181,143 at 4% or $120,762 at 6%; with 50% employer match about $120,762 at 4% or $80,508 at 6%; with 100% employer match about $90,572 at 4% or $60,381 at 6%.
Great Waters Financial 401(K) Plan-15$107,214$108,686$7,246iApproximate average salary by contribution assumption: employee only about $181,143 at 4% or $120,762 at 6%; with 50% employer match about $120,762 at 4% or $80,508 at 6%; with 100% employer match about $90,572 at 4% or $60,381 at 6%.