Civic Intelligence

Efs Wealth Management Inc

Plan context: Efs Wealth Management Employee Stock Opwnership Plan

EIN 81-0942868 • Sioux City, IA • 15 filings • 4 plans

5764 Sunnybrook DrSioux City, IA 51106-4256
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$476,906

2024 Contributions

$295,084

Historical Graphs

Total Assets Over Time

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

$3,373,060$1,686,530$0201620202024YearValue
$476,906Latest year 2024

Participants Over Time

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

950201620202024YearValue
6Latest 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
202426$476,906$0-
Efs Wealth Management Employee Stock Opwnership Plan-6$476,906--
EFS 401(K) PLAN-0$0--
202329$3,373,060$295,084$32,787iApproximate average salary by contribution assumption: employee only about $819,678 at 4% or $546,452 at 6%; with 50% employer match about $546,452 at 4% or $364,301 at 6%; with 100% employer match about $409,839 at 4% or $273,226 at 6%.
Efs Wealth Management Employee Stock Opwnership Plan-6$2,529,283$166,567$27,761iApproximate average salary by contribution assumption: employee only about $694,029 at 4% or $462,686 at 6%; with 50% employer match about $462,686 at 4% or $308,457 at 6%; with 100% employer match about $347,015 at 4% or $231,343 at 6%.
EFS 401(K) PLAN-9$843,777$128,517$14,280iApproximate average salary by contribution assumption: employee only about $356,992 at 4% or $237,994 at 6%; with 50% employer match about $237,994 at 4% or $158,663 at 6%; with 100% employer match about $178,496 at 4% or $118,997 at 6%.
202228$3,075,352$142,530$17,816iApproximate average salary by contribution assumption: employee only about $445,406 at 4% or $296,938 at 6%; with 50% employer match about $296,938 at 4% or $197,958 at 6%; with 100% employer match about $222,703 at 4% or $148,469 at 6%.
Efs Wealth Management Employee Stock Opwnership Plan-7$2,473,016$30,000$4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%.
EFS 401(K) PLAN-8$602,336$112,530$14,066iApproximate average salary by contribution assumption: employee only about $351,656 at 4% or $234,438 at 6%; with 50% employer match about $234,438 at 4% or $156,292 at 6%; with 100% employer match about $175,828 at 4% or $117,219 at 6%.
202128$3,094,280$196,940$24,618iApproximate average salary by contribution assumption: employee only about $615,438 at 4% or $410,292 at 6%; with 50% employer match about $410,292 at 4% or $273,528 at 6%; with 100% employer match about $307,719 at 4% or $205,146 at 6%.
Efs Wealth Management Employee Stock Opwnership Plan-7$2,489,648$81,567$11,652iApproximate average salary by contribution assumption: employee only about $291,311 at 4% or $194,207 at 6%; with 50% employer match about $194,207 at 4% or $129,471 at 6%; with 100% employer match about $145,655 at 4% or $97,104 at 6%.
EFS 401(K) PLAN-8$604,632$115,373$14,422iApproximate average salary by contribution assumption: employee only about $360,541 at 4% or $240,360 at 6%; with 50% employer match about $240,360 at 4% or $160,240 at 6%; with 100% employer match about $180,270 at 4% or $120,180 at 6%.
202027$2,829,223$163,137$23,305iApproximate average salary by contribution assumption: employee only about $582,632 at 4% or $388,421 at 6%; with 50% employer match about $388,421 at 4% or $258,948 at 6%; with 100% employer match about $291,316 at 4% or $194,211 at 6%.
Efs Wealth Management Employee Stock Opwnership Plan-7$2,402,962$81,567$11,652iApproximate average salary by contribution assumption: employee only about $291,311 at 4% or $194,207 at 6%; with 50% employer match about $194,207 at 4% or $129,471 at 6%; with 100% employer match about $145,655 at 4% or $97,104 at 6%.
EFS 401(K) PLAN-6$426,261$81,570$13,595iApproximate average salary by contribution assumption: employee only about $339,875 at 4% or $226,583 at 6%; with 50% employer match about $226,583 at 4% or $151,056 at 6%; with 100% employer match about $169,938 at 4% or $113,292 at 6%.
201926$2,611,323$376,411$62,735iApproximate average salary by contribution assumption: employee only about $1,568,379 at 4% or $1,045,586 at 6%; with 50% employer match about $1,045,586 at 4% or $697,057 at 6%; with 100% employer match about $784,190 at 4% or $522,793 at 6%.
EFS WEALTH MANAGEMENT EMPLOYEE STOCK OWNERSHIP PLAN-6$2,315,232$281,567$46,928iApproximate average salary by contribution assumption: employee only about $1,173,196 at 4% or $782,131 at 6%; with 50% employer match about $782,131 at 4% or $521,420 at 6%; with 100% employer match about $586,598 at 4% or $391,065 at 6%.
EFS 401(K) PLAN-6$296,091$94,844$15,807iApproximate average salary by contribution assumption: employee only about $395,183 at 4% or $263,456 at 6%; with 50% employer match about $263,456 at 4% or $175,637 at 6%; with 100% employer match about $197,592 at 4% or $131,728 at 6%.
201816$193,837$50,807$8,468iApproximate average salary by contribution assumption: employee only about $211,696 at 4% or $141,131 at 6%; with 50% employer match about $141,131 at 4% or $94,087 at 6%; with 100% employer match about $105,848 at 4% or $70,565 at 6%.
EFS 401(K) PLAN-6$193,837$50,807$8,468iApproximate average salary by contribution assumption: employee only about $211,696 at 4% or $141,131 at 6%; with 50% employer match about $141,131 at 4% or $94,087 at 6%; with 100% employer match about $105,848 at 4% or $70,565 at 6%.
201717$208,344$46,869$6,696iApproximate average salary by contribution assumption: employee only about $167,389 at 4% or $111,593 at 6%; with 50% employer match about $111,593 at 4% or $74,395 at 6%; with 100% employer match about $83,695 at 4% or $55,796 at 6%.
EFS 401(K) PLAN-7$208,344$46,869$6,696iApproximate average salary by contribution assumption: employee only about $167,389 at 4% or $111,593 at 6%; with 50% employer match about $111,593 at 4% or $74,395 at 6%; with 100% employer match about $83,695 at 4% or $55,796 at 6%.
201616$175,124$166,070$27,678iApproximate average salary by contribution assumption: employee only about $691,958 at 4% or $461,306 at 6%; with 50% employer match about $461,306 at 4% or $307,537 at 6%; with 100% employer match about $345,979 at 4% or $230,653 at 6%.
EFS 401(K) PLAN-6$175,124$166,070$27,678iApproximate average salary by contribution assumption: employee only about $691,958 at 4% or $461,306 at 6%; with 50% employer match about $461,306 at 4% or $307,537 at 6%; with 100% employer match about $345,979 at 4% or $230,653 at 6%.