Civic Intelligence

Financial Institution Lending

Plan context: Financial Institution Lending 401(K) Profit Sharing Plan & Trust

EIN 87-0771221 • Mukwonago, WI • 14 filings • 3 plans

550 Bay View Rd Ste AMukwonago, WI 53149-1767
Current Snapshot

Latest Year

2023

2023 Participants

36

2023 Assets

$1,810,893

2023 Contributions

$13,015

Historical Graphs

Total Assets Over Time

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

$1,810,893$905,447$0201020162022YearValue
$1,810,893Latest year 2022

Participants Over Time

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

36180201020162022YearValue
36Latest year 2022

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
202310$0$13,015-
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-0$0$13,015-
2022136$1,810,893$380,905$10,581iApproximate average salary by contribution assumption: employee only about $264,517 at 4% or $176,345 at 6%; with 50% employer match about $176,345 at 4% or $117,563 at 6%; with 100% employer match about $132,259 at 4% or $88,172 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-36$1,810,893$380,905$10,581iApproximate average salary by contribution assumption: employee only about $264,517 at 4% or $176,345 at 6%; with 50% employer match about $176,345 at 4% or $117,563 at 6%; with 100% employer match about $132,259 at 4% or $88,172 at 6%.
2021133$1,768,429$283,616$8,594iApproximate average salary by contribution assumption: employee only about $214,861 at 4% or $143,240 at 6%; with 50% employer match about $143,240 at 4% or $95,494 at 6%; with 100% employer match about $107,430 at 4% or $71,620 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-33$1,768,429$283,616$8,594iApproximate average salary by contribution assumption: employee only about $214,861 at 4% or $143,240 at 6%; with 50% employer match about $143,240 at 4% or $95,494 at 6%; with 100% employer match about $107,430 at 4% or $71,620 at 6%.
2020127$1,283,109$163,119$6,041iApproximate average salary by contribution assumption: employee only about $151,036 at 4% or $100,691 at 6%; with 50% employer match about $100,691 at 4% or $67,127 at 6%; with 100% employer match about $75,518 at 4% or $50,345 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-27$1,283,109$163,119$6,041iApproximate average salary by contribution assumption: employee only about $151,036 at 4% or $100,691 at 6%; with 50% employer match about $100,691 at 4% or $67,127 at 6%; with 100% employer match about $75,518 at 4% or $50,345 at 6%.
2019124$989,907$129,066$5,378iApproximate average salary by contribution assumption: employee only about $134,444 at 4% or $89,629 at 6%; with 50% employer match about $89,629 at 4% or $59,753 at 6%; with 100% employer match about $67,222 at 4% or $44,815 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-24$989,907$129,066$5,378iApproximate average salary by contribution assumption: employee only about $134,444 at 4% or $89,629 at 6%; with 50% employer match about $89,629 at 4% or $59,753 at 6%; with 100% employer match about $67,222 at 4% or $44,815 at 6%.
2018123$714,251$136,647$5,941iApproximate average salary by contribution assumption: employee only about $148,529 at 4% or $99,020 at 6%; with 50% employer match about $99,020 at 4% or $66,013 at 6%; with 100% employer match about $74,265 at 4% or $49,510 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-23$714,251$136,647$5,941iApproximate average salary by contribution assumption: employee only about $148,529 at 4% or $99,020 at 6%; with 50% employer match about $99,020 at 4% or $66,013 at 6%; with 100% employer match about $74,265 at 4% or $49,510 at 6%.
2017123$619,274$141,497$6,152iApproximate average salary by contribution assumption: employee only about $153,801 at 4% or $102,534 at 6%; with 50% employer match about $102,534 at 4% or $68,356 at 6%; with 100% employer match about $76,901 at 4% or $51,267 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-23$619,274$141,497$6,152iApproximate average salary by contribution assumption: employee only about $153,801 at 4% or $102,534 at 6%; with 50% employer match about $102,534 at 4% or $68,356 at 6%; with 100% employer match about $76,901 at 4% or $51,267 at 6%.
2016114$414,225$82,421$5,887iApproximate average salary by contribution assumption: employee only about $147,180 at 4% or $98,120 at 6%; with 50% employer match about $98,120 at 4% or $65,413 at 6%; with 100% employer match about $73,590 at 4% or $49,060 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-14$414,225$82,421$5,887iApproximate average salary by contribution assumption: employee only about $147,180 at 4% or $98,120 at 6%; with 50% employer match about $98,120 at 4% or $65,413 at 6%; with 100% employer match about $73,590 at 4% or $49,060 at 6%.
2015114$324,312$77,682$5,549iApproximate average salary by contribution assumption: employee only about $138,718 at 4% or $92,479 at 6%; with 50% employer match about $92,479 at 4% or $61,652 at 6%; with 100% employer match about $69,359 at 4% or $46,239 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-14$324,312$77,682$5,549iApproximate average salary by contribution assumption: employee only about $138,718 at 4% or $92,479 at 6%; with 50% employer match about $92,479 at 4% or $61,652 at 6%; with 100% employer match about $69,359 at 4% or $46,239 at 6%.
201418$260,284$58,324$7,291iApproximate average salary by contribution assumption: employee only about $182,263 at 4% or $121,508 at 6%; with 50% employer match about $121,508 at 4% or $81,006 at 6%; with 100% employer match about $91,131 at 4% or $60,754 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-8$260,284$58,324$7,291iApproximate average salary by contribution assumption: employee only about $182,263 at 4% or $121,508 at 6%; with 50% employer match about $121,508 at 4% or $81,006 at 6%; with 100% employer match about $91,131 at 4% or $60,754 at 6%.
2013110$222,759$74,234$7,423iApproximate average salary by contribution assumption: employee only about $185,585 at 4% or $123,723 at 6%; with 50% employer match about $123,723 at 4% or $82,482 at 6%; with 100% employer match about $92,793 at 4% or $61,862 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-10$222,759$74,234$7,423iApproximate average salary by contribution assumption: employee only about $185,585 at 4% or $123,723 at 6%; with 50% employer match about $123,723 at 4% or $82,482 at 6%; with 100% employer match about $92,793 at 4% or $61,862 at 6%.
201216$69,587$16,809$2,802iApproximate average salary by contribution assumption: employee only about $70,038 at 4% or $46,692 at 6%; with 50% employer match about $46,692 at 4% or $31,128 at 6%; with 100% employer match about $35,019 at 4% or $23,346 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-6$69,587$16,809$2,802iApproximate average salary by contribution assumption: employee only about $70,038 at 4% or $46,692 at 6%; with 50% employer match about $46,692 at 4% or $31,128 at 6%; with 100% employer match about $35,019 at 4% or $23,346 at 6%.
201115$45,913$22,981$4,596iApproximate average salary by contribution assumption: employee only about $114,905 at 4% or $76,603 at 6%; with 50% employer match about $76,603 at 4% or $51,069 at 6%; with 100% employer match about $57,453 at 4% or $38,302 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-5$45,913$22,981$4,596iApproximate average salary by contribution assumption: employee only about $114,905 at 4% or $76,603 at 6%; with 50% employer match about $76,603 at 4% or $51,069 at 6%; with 100% employer match about $57,453 at 4% or $38,302 at 6%.
201015$25,030$23,363$4,673iApproximate average salary by contribution assumption: employee only about $116,815 at 4% or $77,877 at 6%; with 50% employer match about $77,877 at 4% or $51,918 at 6%; with 100% employer match about $58,408 at 4% or $38,938 at 6%.
Financial Institution Lending 401(K) Profit Sharing Plan & Trust-5$25,030$23,363$4,673iApproximate average salary by contribution assumption: employee only about $116,815 at 4% or $77,877 at 6%; with 50% employer match about $77,877 at 4% or $51,918 at 6%; with 100% employer match about $58,408 at 4% or $38,938 at 6%.