Civic Intelligence

Geneva Advisors LLC

Plan context: Geneva Advisors LLC 401(K) Profit Sharing Plan

EIN 04-3689735 • Chicago, IL • 14 filings • 3 plans

181 W. Madison StreetSuite 3575Chicago, IL 60602
Current Snapshot

Latest Year

2016

2016 Participants

104

2016 Assets

$24,241,544

2016 Contributions

$2,949,308

Historical Graphs

Total Assets Over Time

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

$24,241,544$12,120,772$0200320102016YearValue
$24,241,544Latest year 2016

Participants Over Time

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

105530200320102016YearValue
104Latest year 2016

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
20161104$24,241,544$2,949,308$28,359iApproximate average salary by contribution assumption: employee only about $708,968 at 4% or $472,646 at 6%; with 50% employer match about $472,646 at 4% or $315,097 at 6%; with 100% employer match about $354,484 at 4% or $236,323 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-104$24,241,544$2,949,308$28,359iApproximate average salary by contribution assumption: employee only about $708,968 at 4% or $472,646 at 6%; with 50% employer match about $472,646 at 4% or $315,097 at 6%; with 100% employer match about $354,484 at 4% or $236,323 at 6%.
20151105$21,026,142$2,733,109$26,030iApproximate average salary by contribution assumption: employee only about $650,740 at 4% or $433,827 at 6%; with 50% employer match about $433,827 at 4% or $289,218 at 6%; with 100% employer match about $325,370 at 4% or $216,913 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-105$21,026,142$2,733,109$26,030iApproximate average salary by contribution assumption: employee only about $650,740 at 4% or $433,827 at 6%; with 50% employer match about $433,827 at 4% or $289,218 at 6%; with 100% employer match about $325,370 at 4% or $216,913 at 6%.
2014196$19,793,913$2,579,935$26,874iApproximate average salary by contribution assumption: employee only about $671,858 at 4% or $447,905 at 6%; with 50% employer match about $447,905 at 4% or $298,604 at 6%; with 100% employer match about $335,929 at 4% or $223,953 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-96$19,793,913$2,579,935$26,874iApproximate average salary by contribution assumption: employee only about $671,858 at 4% or $447,905 at 6%; with 50% employer match about $447,905 at 4% or $298,604 at 6%; with 100% employer match about $335,929 at 4% or $223,953 at 6%.
2013181$17,860,672$2,028,760$25,046iApproximate average salary by contribution assumption: employee only about $626,160 at 4% or $417,440 at 6%; with 50% employer match about $417,440 at 4% or $278,294 at 6%; with 100% employer match about $313,080 at 4% or $208,720 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-81$17,860,672$2,028,760$25,046iApproximate average salary by contribution assumption: employee only about $626,160 at 4% or $417,440 at 6%; with 50% employer match about $417,440 at 4% or $278,294 at 6%; with 100% employer match about $313,080 at 4% or $208,720 at 6%.
2012177$12,320,376$1,955,250$25,393iApproximate average salary by contribution assumption: employee only about $634,821 at 4% or $423,214 at 6%; with 50% employer match about $423,214 at 4% or $282,143 at 6%; with 100% employer match about $317,411 at 4% or $211,607 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-77$12,320,376$1,955,250$25,393iApproximate average salary by contribution assumption: employee only about $634,821 at 4% or $423,214 at 6%; with 50% employer match about $423,214 at 4% or $282,143 at 6%; with 100% employer match about $317,411 at 4% or $211,607 at 6%.
2011179$10,050,258$1,602,994$20,291iApproximate average salary by contribution assumption: employee only about $507,277 at 4% or $338,184 at 6%; with 50% employer match about $338,184 at 4% or $225,456 at 6%; with 100% employer match about $253,638 at 4% or $169,092 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-79$10,050,258$1,602,994$20,291iApproximate average salary by contribution assumption: employee only about $507,277 at 4% or $338,184 at 6%; with 50% employer match about $338,184 at 4% or $225,456 at 6%; with 100% employer match about $253,638 at 4% or $169,092 at 6%.
2010166$8,973,104$1,422,896$21,559iApproximate average salary by contribution assumption: employee only about $538,976 at 4% or $359,317 at 6%; with 50% employer match about $359,317 at 4% or $239,545 at 6%; with 100% employer match about $269,488 at 4% or $179,659 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-66$8,973,104$1,422,896$21,559iApproximate average salary by contribution assumption: employee only about $538,976 at 4% or $359,317 at 6%; with 50% employer match about $359,317 at 4% or $239,545 at 6%; with 100% employer match about $269,488 at 4% or $179,659 at 6%.
2009159$6,323,765$1,359,788$23,047iApproximate average salary by contribution assumption: employee only about $576,181 at 4% or $384,121 at 6%; with 50% employer match about $384,121 at 4% or $256,081 at 6%; with 100% employer match about $288,091 at 4% or $192,060 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-59$6,323,765$1,359,788$23,047iApproximate average salary by contribution assumption: employee only about $576,181 at 4% or $384,121 at 6%; with 50% employer match about $384,121 at 4% or $256,081 at 6%; with 100% employer match about $288,091 at 4% or $192,060 at 6%.
2008150$3,902,012$1,169,036$23,381iApproximate average salary by contribution assumption: employee only about $584,518 at 4% or $389,679 at 6%; with 50% employer match about $389,679 at 4% or $259,786 at 6%; with 100% employer match about $292,259 at 4% or $194,839 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-50$3,902,012$1,169,036$23,381iApproximate average salary by contribution assumption: employee only about $584,518 at 4% or $389,679 at 6%; with 50% employer match about $389,679 at 4% or $259,786 at 6%; with 100% employer match about $292,259 at 4% or $194,839 at 6%.
2007147$4,396,650$1,188,179$25,280iApproximate average salary by contribution assumption: employee only about $632,010 at 4% or $421,340 at 6%; with 50% employer match about $421,340 at 4% or $280,893 at 6%; with 100% employer match about $316,005 at 4% or $210,670 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-47$4,396,650$1,188,179$25,280iApproximate average salary by contribution assumption: employee only about $632,010 at 4% or $421,340 at 6%; with 50% employer match about $421,340 at 4% or $280,893 at 6%; with 100% employer match about $316,005 at 4% or $210,670 at 6%.
2006142$2,812,467$1,032,965$24,594iApproximate average salary by contribution assumption: employee only about $614,860 at 4% or $409,907 at 6%; with 50% employer match about $409,907 at 4% or $273,271 at 6%; with 100% employer match about $307,430 at 4% or $204,953 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-42$2,812,467$1,032,965$24,594iApproximate average salary by contribution assumption: employee only about $614,860 at 4% or $409,907 at 6%; with 50% employer match about $409,907 at 4% or $273,271 at 6%; with 100% employer match about $307,430 at 4% or $204,953 at 6%.
2005134$1,600,868$630,256$18,537iApproximate average salary by contribution assumption: employee only about $463,424 at 4% or $308,949 at 6%; with 50% employer match about $308,949 at 4% or $205,966 at 6%; with 100% employer match about $231,712 at 4% or $154,475 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-34$1,600,868$630,256$18,537iApproximate average salary by contribution assumption: employee only about $463,424 at 4% or $308,949 at 6%; with 50% employer match about $308,949 at 4% or $205,966 at 6%; with 100% employer match about $231,712 at 4% or $154,475 at 6%.
2004124$880,878$465,278$19,387iApproximate average salary by contribution assumption: employee only about $484,665 at 4% or $323,110 at 6%; with 50% employer match about $323,110 at 4% or $215,406 at 6%; with 100% employer match about $242,332 at 4% or $161,555 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-24$880,878$465,278$19,387iApproximate average salary by contribution assumption: employee only about $484,665 at 4% or $323,110 at 6%; with 50% employer match about $323,110 at 4% or $215,406 at 6%; with 100% employer match about $242,332 at 4% or $161,555 at 6%.
2003118$341,329$341,329$18,963iApproximate average salary by contribution assumption: employee only about $474,068 at 4% or $316,045 at 6%; with 50% employer match about $316,045 at 4% or $210,697 at 6%; with 100% employer match about $237,034 at 4% or $158,023 at 6%.
Geneva Advisors LLC 401(K) Profit Sharing Plan-18$341,329$341,329$18,963iApproximate average salary by contribution assumption: employee only about $474,068 at 4% or $316,045 at 6%; with 50% employer match about $316,045 at 4% or $210,697 at 6%; with 100% employer match about $237,034 at 4% or $158,023 at 6%.