Civic Intelligence

Juniper Advisory LLC

Plan context: Juniper Advisory LLC 401(K) Profit Sharing Plan

EIN 05-0543192 • Chicago, IL • 31 filings • 6 plans

110 North WackerSuite 2500Chicago, IL 60606
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$3,848,287

2025 Contributions

$402,827

Historical Graphs

Total Assets Over Time

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

$7,321,760$3,660,880$0200820172025YearValue
$3,848,287Latest year 2025

Participants Over Time

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

23120200820172025YearValue
22Latest 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
2025122$3,848,287$402,827$18,310iApproximate average salary by contribution assumption: employee only about $457,758 at 4% or $305,172 at 6%; with 50% employer match about $305,172 at 4% or $203,448 at 6%; with 100% employer match about $228,879 at 4% or $152,586 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-22$3,848,287$402,827$18,310iApproximate average salary by contribution assumption: employee only about $457,758 at 4% or $305,172 at 6%; with 50% employer match about $305,172 at 4% or $203,448 at 6%; with 100% employer match about $228,879 at 4% or $152,586 at 6%.
2024223$4,110,449$742,278$32,273iApproximate average salary by contribution assumption: employee only about $806,824 at 4% or $537,883 at 6%; with 50% employer match about $537,883 at 4% or $358,588 at 6%; with 100% employer match about $403,412 at 4% or $268,941 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-23$3,174,769$425,147$18,485iApproximate average salary by contribution assumption: employee only about $462,116 at 4% or $308,078 at 6%; with 50% employer match about $308,078 at 4% or $205,385 at 6%; with 100% employer match about $231,058 at 4% or $154,039 at 6%.
JUNIPER ADVISORY, LLC CASH BALANCE PLAN-10$935,680$317,131$31,713iApproximate average salary by contribution assumption: employee only about $792,828 at 4% or $528,552 at 6%; with 50% employer match about $528,552 at 4% or $352,368 at 6%; with 100% employer match about $396,414 at 4% or $264,276 at 6%.
2023222$6,189,436$711,213$32,328iApproximate average salary by contribution assumption: employee only about $808,197 at 4% or $538,798 at 6%; with 50% employer match about $538,798 at 4% or $359,198 at 6%; with 100% employer match about $404,098 at 4% or $269,399 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-22$5,608,362$413,010$18,773iApproximate average salary by contribution assumption: employee only about $469,330 at 4% or $312,886 at 6%; with 50% employer match about $312,886 at 4% or $208,591 at 6%; with 100% employer match about $234,665 at 4% or $156,443 at 6%.
JUNIPER ADVISORY, LLC CASH BALANCE PLAN-10$581,074$298,203$29,820iApproximate average salary by contribution assumption: employee only about $745,508 at 4% or $497,005 at 6%; with 50% employer match about $497,005 at 4% or $331,337 at 6%; with 100% employer match about $372,754 at 4% or $248,503 at 6%.
2022120$4,497,796$404,045$20,202iApproximate average salary by contribution assumption: employee only about $505,056 at 4% or $336,704 at 6%; with 50% employer match about $336,704 at 4% or $224,469 at 6%; with 100% employer match about $252,528 at 4% or $168,352 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-20$4,497,796$404,045$20,202iApproximate average salary by contribution assumption: employee only about $505,056 at 4% or $336,704 at 6%; with 50% employer match about $336,704 at 4% or $224,469 at 6%; with 100% employer match about $252,528 at 4% or $168,352 at 6%.
2021116$5,072,688$364,907$22,807iApproximate average salary by contribution assumption: employee only about $570,167 at 4% or $380,111 at 6%; with 50% employer match about $380,111 at 4% or $253,408 at 6%; with 100% employer match about $285,084 at 4% or $190,056 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-16$5,072,688$364,907$22,807iApproximate average salary by contribution assumption: employee only about $570,167 at 4% or $380,111 at 6%; with 50% employer match about $380,111 at 4% or $253,408 at 6%; with 100% employer match about $285,084 at 4% or $190,056 at 6%.
2020111$4,096,656$258,780$23,525iApproximate average salary by contribution assumption: employee only about $588,136 at 4% or $392,091 at 6%; with 50% employer match about $392,091 at 4% or $261,394 at 6%; with 100% employer match about $294,068 at 4% or $196,045 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-11$4,096,656$258,780$23,525iApproximate average salary by contribution assumption: employee only about $588,136 at 4% or $392,091 at 6%; with 50% employer match about $392,091 at 4% or $261,394 at 6%; with 100% employer match about $294,068 at 4% or $196,045 at 6%.
2019212$3,838,414$773,643$64,470iApproximate average salary by contribution assumption: employee only about $1,611,756 at 4% or $1,074,504 at 6%; with 50% employer match about $1,074,504 at 4% or $716,336 at 6%; with 100% employer match about $805,878 at 4% or $537,252 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-12$3,838,414$309,543$25,795iApproximate average salary by contribution assumption: employee only about $644,881 at 4% or $429,921 at 6%; with 50% employer match about $429,921 at 4% or $286,614 at 6%; with 100% employer match about $322,441 at 4% or $214,960 at 6%.
Juniper Advisory LLC Pension Plan-0$0$464,100-
2018212$7,122,302$291,497$24,291iApproximate average salary by contribution assumption: employee only about $607,285 at 4% or $404,857 at 6%; with 50% employer match about $404,857 at 4% or $269,905 at 6%; with 100% employer match about $303,643 at 4% or $202,428 at 6%.
Juniper Advisory LLC Pension Plan-5$4,241,069$0-
Juniper Advisory LLC 401(K) Profit Sharing Plan-12$2,881,233$291,497$24,291iApproximate average salary by contribution assumption: employee only about $607,285 at 4% or $404,857 at 6%; with 50% employer match about $404,857 at 4% or $269,905 at 6%; with 100% employer match about $303,643 at 4% or $202,428 at 6%.
2017210$7,312,435$316,068$31,607iApproximate average salary by contribution assumption: employee only about $790,170 at 4% or $526,780 at 6%; with 50% employer match about $526,780 at 4% or $351,187 at 6%; with 100% employer match about $395,085 at 4% or $263,390 at 6%.
Juniper Advisory LLC Pension Plan-6$4,421,766$0-
Juniper Advisory LLC 401(K) Profit Sharing Plan-10$2,890,669$316,068$31,607iApproximate average salary by contribution assumption: employee only about $790,170 at 4% or $526,780 at 6%; with 50% employer match about $526,780 at 4% or $351,187 at 6%; with 100% employer match about $395,085 at 4% or $263,390 at 6%.
2016212$7,321,760$1,504,445$125,370iApproximate average salary by contribution assumption: employee only about $3,134,260 at 4% or $2,089,507 at 6%; with 50% employer match about $2,089,507 at 4% or $1,393,005 at 6%; with 100% employer match about $1,567,130 at 4% or $1,044,753 at 6%.
Juniper Advisory LLC Pension Plan-5$4,944,340$1,209,000$241,800iApproximate average salary by contribution assumption: employee only about $6,045,000 at 4% or $4,030,000 at 6%; with 50% employer match about $4,030,000 at 4% or $2,686,667 at 6%; with 100% employer match about $3,022,500 at 4% or $2,015,000 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-12$2,377,420$295,445$24,620iApproximate average salary by contribution assumption: employee only about $615,510 at 4% or $410,340 at 6%; with 50% employer match about $410,340 at 4% or $273,560 at 6%; with 100% employer match about $307,755 at 4% or $205,170 at 6%.
2015210$5,481,106$882,282$88,228iApproximate average salary by contribution assumption: employee only about $2,205,705 at 4% or $1,470,470 at 6%; with 50% employer match about $1,470,470 at 4% or $980,313 at 6%; with 100% employer match about $1,102,853 at 4% or $735,235 at 6%.
Juniper Advisory LLC Pension Plan-5$3,569,783$600,000$120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-10$1,911,323$282,282$28,228iApproximate average salary by contribution assumption: employee only about $705,705 at 4% or $470,470 at 6%; with 50% employer match about $470,470 at 4% or $313,647 at 6%; with 100% employer match about $352,853 at 4% or $235,235 at 6%.
2014212$4,801,893$255,832$21,319iApproximate average salary by contribution assumption: employee only about $532,983 at 4% or $355,322 at 6%; with 50% employer match about $355,322 at 4% or $236,881 at 6%; with 100% employer match about $266,492 at 4% or $177,661 at 6%.
Juniper Advisory LLC Pension Plan-5$3,031,648$0-
Juniper Advisory LLC 401(K) Profit Sharing Plan-12$1,770,245$255,832$21,319iApproximate average salary by contribution assumption: employee only about $532,983 at 4% or $355,322 at 6%; with 50% employer match about $355,322 at 4% or $236,881 at 6%; with 100% employer match about $266,492 at 4% or $177,661 at 6%.
201329$4,410,848$872,816$96,980iApproximate average salary by contribution assumption: employee only about $2,424,489 at 4% or $1,616,326 at 6%; with 50% employer match about $1,616,326 at 4% or $1,077,551 at 6%; with 100% employer match about $1,212,244 at 4% or $808,163 at 6%.
Juniper Advisory LLC Pension Plan-3$2,924,038$700,000$233,333iApproximate average salary by contribution assumption: employee only about $5,833,333 at 4% or $3,888,889 at 6%; with 50% employer match about $3,888,889 at 4% or $2,592,593 at 6%; with 100% employer match about $2,916,667 at 4% or $1,944,444 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-9$1,486,810$172,816$19,202iApproximate average salary by contribution assumption: employee only about $480,044 at 4% or $320,030 at 6%; with 50% employer match about $320,030 at 4% or $213,353 at 6%; with 100% employer match about $240,022 at 4% or $160,015 at 6%.
201227$3,239,300$807,874$115,411iApproximate average salary by contribution assumption: employee only about $2,885,264 at 4% or $1,923,510 at 6%; with 50% employer match about $1,923,510 at 4% or $1,282,340 at 6%; with 100% employer match about $1,442,632 at 4% or $961,755 at 6%.
Juniper Advisory LLC Pension Plan-3$2,084,934$600,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-7$1,154,366$207,874$29,696iApproximate average salary by contribution assumption: employee only about $742,407 at 4% or $494,938 at 6%; with 50% employer match about $494,938 at 4% or $329,959 at 6%; with 100% employer match about $371,204 at 4% or $247,469 at 6%.
201126$2,260,864$293,069$48,845iApproximate average salary by contribution assumption: employee only about $1,221,121 at 4% or $814,081 at 6%; with 50% employer match about $814,081 at 4% or $542,720 at 6%; with 100% employer match about $610,560 at 4% or $407,040 at 6%.
Juniper Advisory LLC Pension Plan-3$1,404,620$160,838$53,613iApproximate average salary by contribution assumption: employee only about $1,340,317 at 4% or $893,544 at 6%; with 50% employer match about $893,544 at 4% or $595,696 at 6%; with 100% employer match about $670,158 at 4% or $446,772 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-6$856,244$132,231$22,039iApproximate average salary by contribution assumption: employee only about $550,963 at 4% or $367,308 at 6%; with 50% employer match about $367,308 at 4% or $244,872 at 6%; with 100% employer match about $275,481 at 4% or $183,654 at 6%.
201025$1,932,514$517,600$103,520iApproximate average salary by contribution assumption: employee only about $2,588,000 at 4% or $1,725,333 at 6%; with 50% employer match about $1,725,333 at 4% or $1,150,222 at 6%; with 100% employer match about $1,294,000 at 4% or $862,667 at 6%.
Juniper Advisory LLC Pension Plan-3$1,231,646$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-5$700,868$117,600$23,520iApproximate average salary by contribution assumption: employee only about $588,000 at 4% or $392,000 at 6%; with 50% employer match about $392,000 at 4% or $261,333 at 6%; with 100% employer match about $294,000 at 4% or $196,000 at 6%.
200925$1,327,536$1,018,040$203,608iApproximate average salary by contribution assumption: employee only about $5,090,200 at 4% or $3,393,467 at 6%; with 50% employer match about $3,393,467 at 4% or $2,262,311 at 6%; with 100% employer match about $2,545,100 at 4% or $1,696,733 at 6%.
Juniper Advisory LLC Pension Plan-3$818,576$525,689$175,230iApproximate average salary by contribution assumption: employee only about $4,380,742 at 4% or $2,920,494 at 6%; with 50% employer match about $2,920,494 at 4% or $1,946,996 at 6%; with 100% employer match about $2,190,371 at 4% or $1,460,247 at 6%.
Juniper Advisory LLC 401(K) Profit Sharing Plan-5$508,960$492,351$98,470iApproximate average salary by contribution assumption: employee only about $2,461,755 at 4% or $1,641,170 at 6%; with 50% employer match about $1,641,170 at 4% or $1,094,113 at 6%; with 100% employer match about $1,230,878 at 4% or $820,585 at 6%.
200812$326,072$326,072$163,036iApproximate average salary by contribution assumption: employee only about $4,075,900 at 4% or $2,717,267 at 6%; with 50% employer match about $2,717,267 at 4% or $1,811,511 at 6%; with 100% employer match about $2,037,950 at 4% or $1,358,633 at 6%.
Juniper Advisory LLC Pension Plan-2$326,072$326,072$163,036iApproximate average salary by contribution assumption: employee only about $4,075,900 at 4% or $2,717,267 at 6%; with 50% employer match about $2,717,267 at 4% or $1,811,511 at 6%; with 100% employer match about $2,037,950 at 4% or $1,358,633 at 6%.