Civic Intelligence

Chezi Rafaeli

Plan context: Chezi Rafaeli Cash Balance Pension Plan

EIN 20-0019279 • Chicago, IL • 19 filings • 2 plans

676 N. Michigan AvenueSuite 3010Chicago, IL 60611
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$2,202,719

2025 Contributions

$220,000

Historical Graphs

Total Assets Over Time

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

$3,599,090$1,799,545$0201620212025YearValue
$2,202,719Latest year 2025

Participants Over Time

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

320201620212025YearValue
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$2,202,719$220,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-2$2,202,719$220,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
202423$3,599,090$280,028$93,343iApproximate average salary by contribution assumption: employee only about $2,333,567 at 4% or $1,555,711 at 6%; with 50% employer match about $1,555,711 at 4% or $1,037,141 at 6%; with 100% employer match about $1,166,783 at 4% or $777,856 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-2$1,860,441$190,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN-3$1,738,649$90,028$30,009iApproximate average salary by contribution assumption: employee only about $750,233 at 4% or $500,156 at 6%; with 50% employer match about $500,156 at 4% or $333,437 at 6%; with 100% employer match about $375,117 at 4% or $250,078 at 6%.
202323$2,967,066$277,069$92,356iApproximate average salary by contribution assumption: employee only about $2,308,908 at 4% or $1,539,272 at 6%; with 50% employer match about $1,539,272 at 4% or $1,026,181 at 6%; with 100% employer match about $1,154,454 at 4% or $769,636 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-2$1,640,831$190,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN-3$1,326,235$87,069$29,023iApproximate average salary by contribution assumption: employee only about $725,575 at 4% or $483,717 at 6%; with 50% employer match about $483,717 at 4% or $322,478 at 6%; with 100% employer match about $362,788 at 4% or $241,858 at 6%.
202223$2,335,886$454,214$151,405iApproximate average salary by contribution assumption: employee only about $3,785,117 at 4% or $2,523,411 at 6%; with 50% employer match about $2,523,411 at 4% or $1,682,274 at 6%; with 100% employer match about $1,892,558 at 4% or $1,261,706 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-2$1,401,587$370,000$185,000iApproximate average salary by contribution assumption: employee only about $4,625,000 at 4% or $3,083,333 at 6%; with 50% employer match about $3,083,333 at 4% or $2,055,556 at 6%; with 100% employer match about $2,312,500 at 4% or $1,541,667 at 6%.
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN-3$934,299$84,214$28,071iApproximate average salary by contribution assumption: employee only about $701,783 at 4% or $467,856 at 6%; with 50% employer match about $467,856 at 4% or $311,904 at 6%; with 100% employer match about $350,892 at 4% or $233,928 at 6%.
202123$2,217,155$274,478$91,493iApproximate average salary by contribution assumption: employee only about $2,287,317 at 4% or $1,524,878 at 6%; with 50% employer match about $1,524,878 at 4% or $1,016,585 at 6%; with 100% employer match about $1,143,658 at 4% or $762,439 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-2$1,138,006$195,000$97,500iApproximate average salary by contribution assumption: employee only about $2,437,500 at 4% or $1,625,000 at 6%; with 50% employer match about $1,625,000 at 4% or $1,083,333 at 6%; with 100% employer match about $1,218,750 at 4% or $812,500 at 6%.
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN-3$1,079,149$79,478$26,493iApproximate average salary by contribution assumption: employee only about $662,317 at 4% or $441,544 at 6%; with 50% employer match about $441,544 at 4% or $294,363 at 6%; with 100% employer match about $331,158 at 4% or $220,772 at 6%.
202023$1,719,510$270,475$90,158iApproximate average salary by contribution assumption: employee only about $2,253,958 at 4% or $1,502,639 at 6%; with 50% employer match about $1,502,639 at 4% or $1,001,759 at 6%; with 100% employer match about $1,126,979 at 4% or $751,319 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-2$935,468$192,000$96,000iApproximate average salary by contribution assumption: employee only about $2,400,000 at 4% or $1,600,000 at 6%; with 50% employer match about $1,600,000 at 4% or $1,066,667 at 6%; with 100% employer match about $1,200,000 at 4% or $800,000 at 6%.
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN-3$784,042$78,475$26,158iApproximate average salary by contribution assumption: employee only about $653,958 at 4% or $435,972 at 6%; with 50% employer match about $435,972 at 4% or $290,648 at 6%; with 100% employer match about $326,979 at 4% or $217,986 at 6%.
201923$1,132,019$243,216$81,072iApproximate average salary by contribution assumption: employee only about $2,026,800 at 4% or $1,351,200 at 6%; with 50% employer match about $1,351,200 at 4% or $900,800 at 6%; with 100% employer match about $1,013,400 at 4% or $675,600 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-2$730,076$165,964$82,982iApproximate average salary by contribution assumption: employee only about $2,074,550 at 4% or $1,383,033 at 6%; with 50% employer match about $1,383,033 at 4% or $922,022 at 6%; with 100% employer match about $1,037,275 at 4% or $691,517 at 6%.
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN-3$401,943$77,252$25,751iApproximate average salary by contribution assumption: employee only about $643,767 at 4% or $429,178 at 6%; with 50% employer match about $429,178 at 4% or $286,119 at 6%; with 100% employer match about $321,883 at 4% or $214,589 at 6%.
201823$775,782$255,368$85,123iApproximate average salary by contribution assumption: employee only about $2,128,067 at 4% or $1,418,711 at 6%; with 50% employer match about $1,418,711 at 4% or $945,807 at 6%; with 100% employer match about $1,064,033 at 4% or $709,356 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-2$542,329$185,000$92,500iApproximate average salary by contribution assumption: employee only about $2,312,500 at 4% or $1,541,667 at 6%; with 50% employer match about $1,541,667 at 4% or $1,027,778 at 6%; with 100% employer match about $1,156,250 at 4% or $770,833 at 6%.
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN-3$233,453$70,368$23,456iApproximate average salary by contribution assumption: employee only about $586,400 at 4% or $390,933 at 6%; with 50% employer match about $390,933 at 4% or $260,622 at 6%; with 100% employer match about $293,200 at 4% or $195,467 at 6%.
201723$522,245$254,764$84,921iApproximate average salary by contribution assumption: employee only about $2,123,033 at 4% or $1,415,356 at 6%; with 50% employer match about $1,415,356 at 4% or $943,570 at 6%; with 100% employer match about $1,061,517 at 4% or $707,678 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-2$357,970$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN-3$164,275$74,764$24,921iApproximate average salary by contribution assumption: employee only about $623,033 at 4% or $415,356 at 6%; with 50% employer match about $415,356 at 4% or $276,904 at 6%; with 100% employer match about $311,517 at 4% or $207,678 at 6%.
201623$238,585$238,522$79,507iApproximate average salary by contribution assumption: employee only about $1,987,683 at 4% or $1,325,122 at 6%; with 50% employer match about $1,325,122 at 4% or $883,415 at 6%; with 100% employer match about $993,842 at 4% or $662,561 at 6%.
Chezi Rafaeli Cash Balance Pension Plan-3$172,808$172,521$57,507iApproximate average salary by contribution assumption: employee only about $1,437,675 at 4% or $958,450 at 6%; with 50% employer match about $958,450 at 4% or $638,967 at 6%; with 100% employer match about $718,838 at 4% or $479,225 at 6%.
CHEZI RAFAELI 401(K) AND PROFIT SHARING PLAN-3$65,777$66,001$22,000iApproximate average salary by contribution assumption: employee only about $550,008 at 4% or $366,672 at 6%; with 50% employer match about $366,672 at 4% or $244,448 at 6%; with 100% employer match about $275,004 at 4% or $183,336 at 6%.