Civic Intelligence

Kyle K Wallentine Financial Services LLC

Plan context: Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan

EIN 81-2915643 • Willmar, MN • 9 filings • 1 plans

776 North Creek Drive #4Willmar, MN 56201
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$744,140

2025 Contributions

$96,316

Historical Graphs

Total Assets Over Time

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

$770,552$385,276$0201720212025YearValue
$744,140Latest year 2025

Participants Over Time

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

840201720212025YearValue
8Latest 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
202518$744,140$96,316$12,040iApproximate average salary by contribution assumption: employee only about $300,988 at 4% or $200,658 at 6%; with 50% employer match about $200,658 at 4% or $133,772 at 6%; with 100% employer match about $150,494 at 4% or $100,329 at 6%.
Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan-8$744,140$96,316$12,040iApproximate average salary by contribution assumption: employee only about $300,988 at 4% or $200,658 at 6%; with 50% employer match about $200,658 at 4% or $133,772 at 6%; with 100% employer match about $150,494 at 4% or $100,329 at 6%.
202416$532,522$81,143$13,524iApproximate average salary by contribution assumption: employee only about $338,096 at 4% or $225,397 at 6%; with 50% employer match about $225,397 at 4% or $150,265 at 6%; with 100% employer match about $169,048 at 4% or $112,699 at 6%.
Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan-6$532,522$81,143$13,524iApproximate average salary by contribution assumption: employee only about $338,096 at 4% or $225,397 at 6%; with 50% employer match about $225,397 at 4% or $150,265 at 6%; with 100% employer match about $169,048 at 4% or $112,699 at 6%.
202314$341,725$41,179$10,295iApproximate average salary by contribution assumption: employee only about $257,369 at 4% or $171,579 at 6%; with 50% employer match about $171,579 at 4% or $114,386 at 6%; with 100% employer match about $128,684 at 4% or $85,790 at 6%.
Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan-4$341,725$41,179$10,295iApproximate average salary by contribution assumption: employee only about $257,369 at 4% or $171,579 at 6%; with 50% employer match about $171,579 at 4% or $114,386 at 6%; with 100% employer match about $128,684 at 4% or $85,790 at 6%.
202214$209,184$35,952$8,988iApproximate average salary by contribution assumption: employee only about $224,700 at 4% or $149,800 at 6%; with 50% employer match about $149,800 at 4% or $99,867 at 6%; with 100% employer match about $112,350 at 4% or $74,900 at 6%.
Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan-4$209,184$35,952$8,988iApproximate average salary by contribution assumption: employee only about $224,700 at 4% or $149,800 at 6%; with 50% employer match about $149,800 at 4% or $99,867 at 6%; with 100% employer match about $112,350 at 4% or $74,900 at 6%.
202113$255,144$30,902$10,301iApproximate average salary by contribution assumption: employee only about $257,517 at 4% or $171,678 at 6%; with 50% employer match about $171,678 at 4% or $114,452 at 6%; with 100% employer match about $128,758 at 4% or $85,839 at 6%.
Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan-3$255,144$30,902$10,301iApproximate average salary by contribution assumption: employee only about $257,517 at 4% or $171,678 at 6%; with 50% employer match about $171,678 at 4% or $114,452 at 6%; with 100% employer match about $128,758 at 4% or $85,839 at 6%.
202013$770,552$30,173$10,058iApproximate average salary by contribution assumption: employee only about $251,442 at 4% or $167,628 at 6%; with 50% employer match about $167,628 at 4% or $111,752 at 6%; with 100% employer match about $125,721 at 4% or $83,814 at 6%.
Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan-3$770,552$30,173$10,058iApproximate average salary by contribution assumption: employee only about $251,442 at 4% or $167,628 at 6%; with 50% employer match about $167,628 at 4% or $111,752 at 6%; with 100% employer match about $125,721 at 4% or $83,814 at 6%.
201914$628,019$42,197$10,549iApproximate average salary by contribution assumption: employee only about $263,731 at 4% or $175,821 at 6%; with 50% employer match about $175,821 at 4% or $117,214 at 6%; with 100% employer match about $131,866 at 4% or $87,910 at 6%.
Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan-4$628,019$42,197$10,549iApproximate average salary by contribution assumption: employee only about $263,731 at 4% or $175,821 at 6%; with 50% employer match about $175,821 at 4% or $117,214 at 6%; with 100% employer match about $131,866 at 4% or $87,910 at 6%.
201813$458,923$72,366$24,122iApproximate average salary by contribution assumption: employee only about $603,050 at 4% or $402,033 at 6%; with 50% employer match about $402,033 at 4% or $268,022 at 6%; with 100% employer match about $301,525 at 4% or $201,017 at 6%.
Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan-3$458,923$72,366$24,122iApproximate average salary by contribution assumption: employee only about $603,050 at 4% or $402,033 at 6%; with 50% employer match about $402,033 at 4% or $268,022 at 6%; with 100% employer match about $301,525 at 4% or $201,017 at 6%.
201712$411,368$29,168$14,584iApproximate average salary by contribution assumption: employee only about $364,600 at 4% or $243,067 at 6%; with 50% employer match about $243,067 at 4% or $162,044 at 6%; with 100% employer match about $182,300 at 4% or $121,533 at 6%.
Kyle K Wallentine Financial Services LLC Safe Harbor 401K Plan-2$411,368$29,168$14,584iApproximate average salary by contribution assumption: employee only about $364,600 at 4% or $243,067 at 6%; with 50% employer match about $243,067 at 4% or $162,044 at 6%; with 100% employer match about $182,300 at 4% or $121,533 at 6%.