DL FINANCIAL SERVICES, LLC
Plan context: DL FINANCIAL SERVICES, LLC 401(K) P/S PLAN
EIN 85-0981753 • Middleton, WI • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$500,768
2025 Contributions
$98,102
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 | 3 | $500,768 | $98,102 | $32,701iApproximate average salary by contribution assumption: employee only about $817,517 at 4% or $545,011 at 6%; with 50% employer match about $545,011 at 4% or $363,341 at 6%; with 100% employer match about $408,758 at 4% or $272,506 at 6%. |
| DL FINANCIAL SERVICES, LLC 401(K) P/S PLAN | - | 3 | $500,768 | $98,102 | $32,701iApproximate average salary by contribution assumption: employee only about $817,517 at 4% or $545,011 at 6%; with 50% employer match about $545,011 at 4% or $363,341 at 6%; with 100% employer match about $408,758 at 4% or $272,506 at 6%. |
| 2024 | 1 | 3 | $342,021 | $88,343 | $29,448iApproximate average salary by contribution assumption: employee only about $736,192 at 4% or $490,794 at 6%; with 50% employer match about $490,794 at 4% or $327,196 at 6%; with 100% employer match about $368,096 at 4% or $245,397 at 6%. |
| DL FINANCIAL SERVICES, LLC 401(K) P/S PLAN | - | 3 | $342,021 | $88,343 | $29,448iApproximate average salary by contribution assumption: employee only about $736,192 at 4% or $490,794 at 6%; with 50% employer match about $490,794 at 4% or $327,196 at 6%; with 100% employer match about $368,096 at 4% or $245,397 at 6%. |
| 2023 | 1 | 2 | $213,004 | $46,539 | $23,270iApproximate average salary by contribution assumption: employee only about $581,738 at 4% or $387,825 at 6%; with 50% employer match about $387,825 at 4% or $258,550 at 6%; with 100% employer match about $290,869 at 4% or $193,913 at 6%. |
| DL FINANCIAL SERVICES, LLC 401(K) P/S PLAN | - | 2 | $213,004 | $46,539 | $23,270iApproximate average salary by contribution assumption: employee only about $581,738 at 4% or $387,825 at 6%; with 50% employer match about $387,825 at 4% or $258,550 at 6%; with 100% employer match about $290,869 at 4% or $193,913 at 6%. |
| 2022 | 1 | 2 | $126,548 | $73,744 | $36,872iApproximate average salary by contribution assumption: employee only about $921,800 at 4% or $614,533 at 6%; with 50% employer match about $614,533 at 4% or $409,689 at 6%; with 100% employer match about $460,900 at 4% or $307,267 at 6%. |
| DL FINANCIAL SERVICES, LLC 401(K) P/S PLAN | - | 2 | $126,548 | $73,744 | $36,872iApproximate average salary by contribution assumption: employee only about $921,800 at 4% or $614,533 at 6%; with 50% employer match about $614,533 at 4% or $409,689 at 6%; with 100% employer match about $460,900 at 4% or $307,267 at 6%. |
| 2021 | 1 | 2 | $71,381 | $69,981 | $34,991iApproximate average salary by contribution assumption: employee only about $874,763 at 4% or $583,175 at 6%; with 50% employer match about $583,175 at 4% or $388,783 at 6%; with 100% employer match about $437,381 at 4% or $291,588 at 6%. |
| DL FINANCIAL SERVICES, LLC 401(K) P/S PLAN | - | 2 | $71,381 | $69,981 | $34,991iApproximate average salary by contribution assumption: employee only about $874,763 at 4% or $583,175 at 6%; with 50% employer match about $583,175 at 4% or $388,783 at 6%; with 100% employer match about $437,381 at 4% or $291,588 at 6%. |