Civic Intelligence

Bear Valley Financial LLC

Plan context: Bear Valley Financial LLC 401(K) Plan

EIN 85-1679215 • Carlton, MN • 6 filings • 1 plans

2575 Bear Valley DriveCarlton, MN 55718
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$1,085,879

2025 Contributions

$68,498

Historical Graphs

Total Assets Over Time

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

$1,085,879$542,940$0202020232025YearValue
$1,085,879Latest year 2025

Participants Over Time

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

210202020232025YearValue
2Latest 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
202512$1,085,879$68,498$34,249iApproximate average salary by contribution assumption: employee only about $856,225 at 4% or $570,817 at 6%; with 50% employer match about $570,817 at 4% or $380,544 at 6%; with 100% employer match about $428,113 at 4% or $285,408 at 6%.
Bear Valley Financial LLC 401(K) Plan-2$1,085,879$68,498$34,249iApproximate average salary by contribution assumption: employee only about $856,225 at 4% or $570,817 at 6%; with 50% employer match about $570,817 at 4% or $380,544 at 6%; with 100% employer match about $428,113 at 4% or $285,408 at 6%.
202412$948,837$64,318$32,159iApproximate average salary by contribution assumption: employee only about $803,975 at 4% or $535,983 at 6%; with 50% employer match about $535,983 at 4% or $357,322 at 6%; with 100% employer match about $401,988 at 4% or $267,992 at 6%.
Bear Valley Financial LLC 401(K) Plan-2$948,837$64,318$32,159iApproximate average salary by contribution assumption: employee only about $803,975 at 4% or $535,983 at 6%; with 50% employer match about $535,983 at 4% or $357,322 at 6%; with 100% employer match about $401,988 at 4% or $267,992 at 6%.
202312$859,108$63,255$31,628iApproximate average salary by contribution assumption: employee only about $790,688 at 4% or $527,125 at 6%; with 50% employer match about $527,125 at 4% or $351,417 at 6%; with 100% employer match about $395,344 at 4% or $263,563 at 6%.
Bear Valley Financial LLC 401(K) Plan-2$859,108$63,255$31,628iApproximate average salary by contribution assumption: employee only about $790,688 at 4% or $527,125 at 6%; with 50% employer match about $527,125 at 4% or $351,417 at 6%; with 100% employer match about $395,344 at 4% or $263,563 at 6%.
202212$744,490$47,550$23,775iApproximate average salary by contribution assumption: employee only about $594,375 at 4% or $396,250 at 6%; with 50% employer match about $396,250 at 4% or $264,167 at 6%; with 100% employer match about $297,188 at 4% or $198,125 at 6%.
Bear Valley Financial LLC 401(K) Plan-2$744,490$47,550$23,775iApproximate average salary by contribution assumption: employee only about $594,375 at 4% or $396,250 at 6%; with 50% employer match about $396,250 at 4% or $264,167 at 6%; with 100% employer match about $297,188 at 4% or $198,125 at 6%.
202112$686,577$47,391$23,696iApproximate average salary by contribution assumption: employee only about $592,388 at 4% or $394,925 at 6%; with 50% employer match about $394,925 at 4% or $263,283 at 6%; with 100% employer match about $296,194 at 4% or $197,463 at 6%.
Bear Valley Financial LLC 401(K) Plan-2$686,577$47,391$23,696iApproximate average salary by contribution assumption: employee only about $592,388 at 4% or $394,925 at 6%; with 50% employer match about $394,925 at 4% or $263,283 at 6%; with 100% employer match about $296,194 at 4% or $197,463 at 6%.
202012$629,495$628,600$314,300iApproximate average salary by contribution assumption: employee only about $7,857,500 at 4% or $5,238,333 at 6%; with 50% employer match about $5,238,333 at 4% or $3,492,222 at 6%; with 100% employer match about $3,928,750 at 4% or $2,619,167 at 6%.
Bear Valley Financial LLC 401(K) Plan-2$629,495$628,600$314,300iApproximate average salary by contribution assumption: employee only about $7,857,500 at 4% or $5,238,333 at 6%; with 50% employer match about $5,238,333 at 4% or $3,492,222 at 6%; with 100% employer match about $3,928,750 at 4% or $2,619,167 at 6%.