Innovative Capital Advisors LLC
Plan context: Innovative Capital Advisors LLC 401(K) Plan
EIN 13-4205519 • Chicago, IL • 14 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$559,015
2024 Contributions
$55,167
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $559,015 | $55,167 | $11,033iApproximate average salary by contribution assumption: employee only about $275,835 at 4% or $183,890 at 6%; with 50% employer match about $183,890 at 4% or $122,593 at 6%; with 100% employer match about $137,918 at 4% or $91,945 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 5 | $559,015 | $55,167 | $11,033iApproximate average salary by contribution assumption: employee only about $275,835 at 4% or $183,890 at 6%; with 50% employer match about $183,890 at 4% or $122,593 at 6%; with 100% employer match about $137,918 at 4% or $91,945 at 6%. |
| 2023 | 1 | 6 | $418,480 | $47,943 | $7,991iApproximate average salary by contribution assumption: employee only about $199,763 at 4% or $133,175 at 6%; with 50% employer match about $133,175 at 4% or $88,783 at 6%; with 100% employer match about $99,881 at 4% or $66,588 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 6 | $418,480 | $47,943 | $7,991iApproximate average salary by contribution assumption: employee only about $199,763 at 4% or $133,175 at 6%; with 50% employer match about $133,175 at 4% or $88,783 at 6%; with 100% employer match about $99,881 at 4% or $66,588 at 6%. |
| 2022 | 1 | 7 | $293,844 | $42,849 | $6,121iApproximate average salary by contribution assumption: employee only about $153,032 at 4% or $102,021 at 6%; with 50% employer match about $102,021 at 4% or $68,014 at 6%; with 100% employer match about $76,516 at 4% or $51,011 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 7 | $293,844 | $42,849 | $6,121iApproximate average salary by contribution assumption: employee only about $153,032 at 4% or $102,021 at 6%; with 50% employer match about $102,021 at 4% or $68,014 at 6%; with 100% employer match about $76,516 at 4% or $51,011 at 6%. |
| 2021 | 1 | 8 | $347,044 | $210,986 | $26,373iApproximate average salary by contribution assumption: employee only about $659,331 at 4% or $439,554 at 6%; with 50% employer match about $439,554 at 4% or $293,036 at 6%; with 100% employer match about $329,666 at 4% or $219,777 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 8 | $347,044 | $210,986 | $26,373iApproximate average salary by contribution assumption: employee only about $659,331 at 4% or $439,554 at 6%; with 50% employer match about $439,554 at 4% or $293,036 at 6%; with 100% employer match about $329,666 at 4% or $219,777 at 6%. |
| 2016 | 1 | 8 | $342,303 | $27,878 | $3,485iApproximate average salary by contribution assumption: employee only about $87,119 at 4% or $58,079 at 6%; with 50% employer match about $58,079 at 4% or $38,719 at 6%; with 100% employer match about $43,559 at 4% or $29,040 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 8 | $342,303 | $27,878 | $3,485iApproximate average salary by contribution assumption: employee only about $87,119 at 4% or $58,079 at 6%; with 50% employer match about $58,079 at 4% or $38,719 at 6%; with 100% employer match about $43,559 at 4% or $29,040 at 6%. |
| 2015 | 1 | 7 | $294,262 | $28,707 | $4,101iApproximate average salary by contribution assumption: employee only about $102,525 at 4% or $68,350 at 6%; with 50% employer match about $68,350 at 4% or $45,567 at 6%; with 100% employer match about $51,263 at 4% or $34,175 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 7 | $294,262 | $28,707 | $4,101iApproximate average salary by contribution assumption: employee only about $102,525 at 4% or $68,350 at 6%; with 50% employer match about $68,350 at 4% or $45,567 at 6%; with 100% employer match about $51,263 at 4% or $34,175 at 6%. |
| 2014 | 1 | 7 | $269,217 | $25,868 | $3,695iApproximate average salary by contribution assumption: employee only about $92,386 at 4% or $61,590 at 6%; with 50% employer match about $61,590 at 4% or $41,060 at 6%; with 100% employer match about $46,193 at 4% or $30,795 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 7 | $269,217 | $25,868 | $3,695iApproximate average salary by contribution assumption: employee only about $92,386 at 4% or $61,590 at 6%; with 50% employer match about $61,590 at 4% or $41,060 at 6%; with 100% employer match about $46,193 at 4% or $30,795 at 6%. |
| 2013 | 1 | 8 | $226,974 | $29,025 | $3,628iApproximate average salary by contribution assumption: employee only about $90,703 at 4% or $60,469 at 6%; with 50% employer match about $60,469 at 4% or $40,313 at 6%; with 100% employer match about $45,352 at 4% or $30,234 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 8 | $226,974 | $29,025 | $3,628iApproximate average salary by contribution assumption: employee only about $90,703 at 4% or $60,469 at 6%; with 50% employer match about $60,469 at 4% or $40,313 at 6%; with 100% employer match about $45,352 at 4% or $30,234 at 6%. |
| 2012 | 1 | 8 | $161,888 | $28,491 | $3,561iApproximate average salary by contribution assumption: employee only about $89,034 at 4% or $59,356 at 6%; with 50% employer match about $59,356 at 4% or $39,571 at 6%; with 100% employer match about $44,517 at 4% or $29,678 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 8 | $161,888 | $28,491 | $3,561iApproximate average salary by contribution assumption: employee only about $89,034 at 4% or $59,356 at 6%; with 50% employer match about $59,356 at 4% or $39,571 at 6%; with 100% employer match about $44,517 at 4% or $29,678 at 6%. |
| 2011 | 1 | 7 | $116,159 | $23,607 | $3,372iApproximate average salary by contribution assumption: employee only about $84,311 at 4% or $56,207 at 6%; with 50% employer match about $56,207 at 4% or $37,471 at 6%; with 100% employer match about $42,155 at 4% or $28,104 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 7 | $116,159 | $23,607 | $3,372iApproximate average salary by contribution assumption: employee only about $84,311 at 4% or $56,207 at 6%; with 50% employer match about $56,207 at 4% or $37,471 at 6%; with 100% employer match about $42,155 at 4% or $28,104 at 6%. |
| 2010 | 1 | 7 | $95,297 | $26,814 | $3,831iApproximate average salary by contribution assumption: employee only about $95,764 at 4% or $63,843 at 6%; with 50% employer match about $63,843 at 4% or $42,562 at 6%; with 100% employer match about $47,882 at 4% or $31,921 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 7 | $95,297 | $26,814 | $3,831iApproximate average salary by contribution assumption: employee only about $95,764 at 4% or $63,843 at 6%; with 50% employer match about $63,843 at 4% or $42,562 at 6%; with 100% employer match about $47,882 at 4% or $31,921 at 6%. |
| 2009 | 1 | 7 | $56,930 | $25,143 | $3,592iApproximate average salary by contribution assumption: employee only about $89,796 at 4% or $59,864 at 6%; with 50% employer match about $59,864 at 4% or $39,910 at 6%; with 100% employer match about $44,898 at 4% or $29,932 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 7 | $56,930 | $25,143 | $3,592iApproximate average salary by contribution assumption: employee only about $89,796 at 4% or $59,864 at 6%; with 50% employer match about $59,864 at 4% or $39,910 at 6%; with 100% employer match about $44,898 at 4% or $29,932 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Innovative Capital Advisors LLC 401(K) Plan | - | 7 | - | - | - |
| 2007 | 1 | 7 | $6,018 | $6,158 | $880iApproximate average salary by contribution assumption: employee only about $21,993 at 4% or $14,662 at 6%; with 50% employer match about $14,662 at 4% or $9,775 at 6%; with 100% employer match about $10,996 at 4% or $7,331 at 6%. |
| Innovative Capital Advisors LLC 401(K) Plan | - | 7 | $6,018 | $6,158 | $880iApproximate average salary by contribution assumption: employee only about $21,993 at 4% or $14,662 at 6%; with 50% employer match about $14,662 at 4% or $9,775 at 6%; with 100% employer match about $10,996 at 4% or $7,331 at 6%. |