Civic Intelligence

Curnes Financial Services LLC

Plan context: CURNES FINANCIAL SERVICES LLC 401K PLAN

EIN 81-3262780 • Branson West, MO • 15 filings • 2 plans

1313 Stoneycreek LnBranson West, MO 65737
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$322,316

2025 Contributions

$41,079

Historical Graphs

Total Assets Over Time

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

$1,227,503$613,752$0201820222025YearValue
$322,316Latest year 2025

Participants Over Time

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

420201820222025YearValue
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$322,316$41,079$13,693iApproximate average salary by contribution assumption: employee only about $342,325 at 4% or $228,217 at 6%; with 50% employer match about $228,217 at 4% or $152,144 at 6%; with 100% employer match about $171,163 at 4% or $114,108 at 6%.
CURNES FINANCIAL SERVICES LLC 401K PLAN-3$322,316$41,079$13,693iApproximate average salary by contribution assumption: employee only about $342,325 at 4% or $228,217 at 6%; with 50% employer match about $228,217 at 4% or $152,144 at 6%; with 100% employer match about $171,163 at 4% or $114,108 at 6%.
202423$1,227,503$162,164$54,055iApproximate average salary by contribution assumption: employee only about $1,351,367 at 4% or $900,911 at 6%; with 50% employer match about $900,911 at 4% or $600,607 at 6%; with 100% employer match about $675,683 at 4% or $450,456 at 6%.
Curnes Financial Services LLC Cash Balance Plan-2$992,442$125,955$62,978iApproximate average salary by contribution assumption: employee only about $1,574,438 at 4% or $1,049,625 at 6%; with 50% employer match about $1,049,625 at 4% or $699,750 at 6%; with 100% employer match about $787,219 at 4% or $524,813 at 6%.
CURNES FINANCIAL SERVICES LLC 401K PLAN-3$235,061$36,209$12,070iApproximate average salary by contribution assumption: employee only about $301,742 at 4% or $201,161 at 6%; with 50% employer match about $201,161 at 4% or $134,107 at 6%; with 100% employer match about $150,871 at 4% or $100,581 at 6%.
202324$996,540$141,015$35,254iApproximate average salary by contribution assumption: employee only about $881,344 at 4% or $587,563 at 6%; with 50% employer match about $587,563 at 4% or $391,708 at 6%; with 100% employer match about $440,672 at 4% or $293,781 at 6%.
Curnes Financial Services LLC Cash Balance Plan-4$819,861$101,408$25,352iApproximate average salary by contribution assumption: employee only about $633,800 at 4% or $422,533 at 6%; with 50% employer match about $422,533 at 4% or $281,689 at 6%; with 100% employer match about $316,900 at 4% or $211,267 at 6%.
CURNES FINANCIAL SERVICES LLC 401K PLAN-4$176,679$39,607$9,902iApproximate average salary by contribution assumption: employee only about $247,544 at 4% or $165,029 at 6%; with 50% employer match about $165,029 at 4% or $110,019 at 6%; with 100% employer match about $123,772 at 4% or $82,515 at 6%.
202224$781,005$138,553$34,638iApproximate average salary by contribution assumption: employee only about $865,956 at 4% or $577,304 at 6%; with 50% employer match about $577,304 at 4% or $384,869 at 6%; with 100% employer match about $432,978 at 4% or $288,652 at 6%.
Curnes Financial Services LLC Cash Balance Plan-4$668,813$101,788$25,447iApproximate average salary by contribution assumption: employee only about $636,175 at 4% or $424,117 at 6%; with 50% employer match about $424,117 at 4% or $282,744 at 6%; with 100% employer match about $318,088 at 4% or $212,058 at 6%.
CURNES FINANCIAL SERVICES LLC 401K PLAN-4$112,192$36,765$9,191iApproximate average salary by contribution assumption: employee only about $229,781 at 4% or $153,188 at 6%; with 50% employer match about $153,188 at 4% or $102,125 at 6%; with 100% employer match about $114,891 at 4% or $76,594 at 6%.
202123$724,736$232,195$77,398iApproximate average salary by contribution assumption: employee only about $1,934,958 at 4% or $1,289,972 at 6%; with 50% employer match about $1,289,972 at 4% or $859,981 at 6%; with 100% employer match about $967,479 at 4% or $644,986 at 6%.
Curnes Financial Services LLC Cash Balance Plan-3$626,265$200,000$66,667iApproximate average salary by contribution assumption: employee only about $1,666,667 at 4% or $1,111,111 at 6%; with 50% employer match about $1,111,111 at 4% or $740,741 at 6%; with 100% employer match about $833,333 at 4% or $555,556 at 6%.
CURNES FINANCIAL SERVICES LLC 401K PLAN-3$98,471$32,195$10,732iApproximate average salary by contribution assumption: employee only about $268,292 at 4% or $178,861 at 6%; with 50% employer match about $178,861 at 4% or $119,241 at 6%; with 100% employer match about $134,146 at 4% or $89,431 at 6%.
202023$444,477$185,104$61,701iApproximate average salary by contribution assumption: employee only about $1,542,533 at 4% or $1,028,356 at 6%; with 50% employer match about $1,028,356 at 4% or $685,570 at 6%; with 100% employer match about $771,267 at 4% or $514,178 at 6%.
Curnes Financial Services LLC Cash Balance Plan-3$387,965$151,305$50,435iApproximate average salary by contribution assumption: employee only about $1,260,875 at 4% or $840,583 at 6%; with 50% employer match about $840,583 at 4% or $560,389 at 6%; with 100% employer match about $630,438 at 4% or $420,292 at 6%.
CURNES FINANCIAL SERVICES LLC 401K PLAN-3$56,512$33,799$11,266iApproximate average salary by contribution assumption: employee only about $281,658 at 4% or $187,772 at 6%; with 50% employer match about $187,772 at 4% or $125,181 at 6%; with 100% employer match about $140,829 at 4% or $93,886 at 6%.
201923$225,320$109,954$36,651iApproximate average salary by contribution assumption: employee only about $916,283 at 4% or $610,856 at 6%; with 50% employer match about $610,856 at 4% or $407,237 at 6%; with 100% employer match about $458,142 at 4% or $305,428 at 6%.
Curnes Financial Services LLC Cash Balance Plan-3$212,202$101,264$33,755iApproximate average salary by contribution assumption: employee only about $843,867 at 4% or $562,578 at 6%; with 50% employer match about $562,578 at 4% or $375,052 at 6%; with 100% employer match about $421,933 at 4% or $281,289 at 6%.
CURNES FINANCIAL SERVICES LLC 401K PLAN-2$13,118$8,690$4,345iApproximate average salary by contribution assumption: employee only about $108,625 at 4% or $72,417 at 6%; with 50% employer match about $72,417 at 4% or $48,278 at 6%; with 100% employer match about $54,313 at 4% or $36,208 at 6%.
201823$105,013$104,799$34,933iApproximate average salary by contribution assumption: employee only about $873,325 at 4% or $582,217 at 6%; with 50% employer match about $582,217 at 4% or $388,144 at 6%; with 100% employer match about $436,663 at 4% or $291,108 at 6%.
Curnes Financial Services LLC Cash Balance Plan-3$101,458$101,244$33,748iApproximate average salary by contribution assumption: employee only about $843,700 at 4% or $562,467 at 6%; with 50% employer match about $562,467 at 4% or $374,978 at 6%; with 100% employer match about $421,850 at 4% or $281,233 at 6%.
CURNES FINANCIAL SERVICES LLC 401K PLAN-3$3,555$3,555$1,185iApproximate average salary by contribution assumption: employee only about $29,625 at 4% or $19,750 at 6%; with 50% employer match about $19,750 at 4% or $13,167 at 6%; with 100% employer match about $14,813 at 4% or $9,875 at 6%.