Dynamic Financial Group
Plan context: Dynamic Financial Group 401(K) Plan
EIN 82-2565915 • Cedar Falls, IA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,420,393
2025 Contributions
$169,503
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 | 5 | $1,420,393 | $169,503 | $33,901iApproximate average salary by contribution assumption: employee only about $847,515 at 4% or $565,010 at 6%; with 50% employer match about $565,010 at 4% or $376,673 at 6%; with 100% employer match about $423,758 at 4% or $282,505 at 6%. |
| Dynamic Financial Group 401(K) Plan | - | 5 | $1,420,393 | $169,503 | $33,901iApproximate average salary by contribution assumption: employee only about $847,515 at 4% or $565,010 at 6%; with 50% employer match about $565,010 at 4% or $376,673 at 6%; with 100% employer match about $423,758 at 4% or $282,505 at 6%. |
| 2024 | 1 | 5 | $1,252,271 | $166,958 | $33,392iApproximate average salary by contribution assumption: employee only about $834,790 at 4% or $556,527 at 6%; with 50% employer match about $556,527 at 4% or $371,018 at 6%; with 100% employer match about $417,395 at 4% or $278,263 at 6%. |
| Dynamic Financial Group 401(K) Plan | - | 5 | $1,252,271 | $166,958 | $33,392iApproximate average salary by contribution assumption: employee only about $834,790 at 4% or $556,527 at 6%; with 50% employer match about $556,527 at 4% or $371,018 at 6%; with 100% employer match about $417,395 at 4% or $278,263 at 6%. |
| 2023 | 1 | 5 | $870,702 | $129,464 | $25,893iApproximate average salary by contribution assumption: employee only about $647,320 at 4% or $431,547 at 6%; with 50% employer match about $431,547 at 4% or $287,698 at 6%; with 100% employer match about $323,660 at 4% or $215,773 at 6%. |
| Dynamic Financial Group 401(K) Plan | - | 5 | $870,702 | $129,464 | $25,893iApproximate average salary by contribution assumption: employee only about $647,320 at 4% or $431,547 at 6%; with 50% employer match about $431,547 at 4% or $287,698 at 6%; with 100% employer match about $323,660 at 4% or $215,773 at 6%. |
| 2022 | 1 | 2 | $608,205 | $58,937 | $29,469iApproximate average salary by contribution assumption: employee only about $736,713 at 4% or $491,142 at 6%; with 50% employer match about $491,142 at 4% or $327,428 at 6%; with 100% employer match about $368,356 at 4% or $245,571 at 6%. |
| Dynamic Financial Group 401(K) Plan | - | 2 | $608,205 | $58,937 | $29,469iApproximate average salary by contribution assumption: employee only about $736,713 at 4% or $491,142 at 6%; with 50% employer match about $491,142 at 4% or $327,428 at 6%; with 100% employer match about $368,356 at 4% or $245,571 at 6%. |
| 2021 | 1 | 3 | $579,434 | $88,703 | $29,568iApproximate average salary by contribution assumption: employee only about $739,192 at 4% or $492,794 at 6%; with 50% employer match about $492,794 at 4% or $328,530 at 6%; with 100% employer match about $369,596 at 4% or $246,397 at 6%. |
| Dynamic Financial Group 401(K) Plan | - | 3 | $579,434 | $88,703 | $29,568iApproximate average salary by contribution assumption: employee only about $739,192 at 4% or $492,794 at 6%; with 50% employer match about $492,794 at 4% or $328,530 at 6%; with 100% employer match about $369,596 at 4% or $246,397 at 6%. |