Civic Intelligence

The Mutual Fund Store- Chicago

Plan context: The Mutual Fund Store Chicago 401(K) Retirement Plan

EIN 20-0315403 • Northbrook, IL • 10 filings • 2 plans

840 Willow RoadNorthbrook, IL 60062
Current Snapshot

Latest Year

2014

2014 Participants

9

2014 Assets

$999,612

2014 Contributions

$79,746

Historical Graphs

Total Assets Over Time

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

$999,612$499,806$0200520092013YearValue
$999,612Latest year 2013

Participants Over Time

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

950200520092013YearValue
9Latest year 2013

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
201410$0$79,746-
The Mutual Fund Store Chicago 401(K) Retirement Plan-0$0$79,746-
201319$999,612$154,316$17,146iApproximate average salary by contribution assumption: employee only about $428,656 at 4% or $285,770 at 6%; with 50% employer match about $285,770 at 4% or $190,514 at 6%; with 100% employer match about $214,328 at 4% or $142,885 at 6%.
The Mutual Fund Store Chicago 401(K) Retirement Plan-9$999,612$154,316$17,146iApproximate average salary by contribution assumption: employee only about $428,656 at 4% or $285,770 at 6%; with 50% employer match about $285,770 at 4% or $190,514 at 6%; with 100% employer match about $214,328 at 4% or $142,885 at 6%.
201218$676,318$117,622$14,703iApproximate average salary by contribution assumption: employee only about $367,569 at 4% or $245,046 at 6%; with 50% employer match about $245,046 at 4% or $163,364 at 6%; with 100% employer match about $183,784 at 4% or $122,523 at 6%.
The Mutual Fund Store Chicago 401(K) Retirement Plan-8$676,318$117,622$14,703iApproximate average salary by contribution assumption: employee only about $367,569 at 4% or $245,046 at 6%; with 50% employer match about $245,046 at 4% or $163,364 at 6%; with 100% employer match about $183,784 at 4% or $122,523 at 6%.
201118$482,872$109,467$13,683iApproximate average salary by contribution assumption: employee only about $342,084 at 4% or $228,056 at 6%; with 50% employer match about $228,056 at 4% or $152,038 at 6%; with 100% employer match about $171,042 at 4% or $114,028 at 6%.
The Mutual Fund Store Chicago 401(K) Retirement Plan-8$482,872$109,467$13,683iApproximate average salary by contribution assumption: employee only about $342,084 at 4% or $228,056 at 6%; with 50% employer match about $228,056 at 4% or $152,038 at 6%; with 100% employer match about $171,042 at 4% or $114,028 at 6%.
201016$402,399$93,570$15,595iApproximate average salary by contribution assumption: employee only about $389,875 at 4% or $259,917 at 6%; with 50% employer match about $259,917 at 4% or $173,278 at 6%; with 100% employer match about $194,938 at 4% or $129,958 at 6%.
The Mutual Fund Store Chicago 401(K) Retirement Plan-6$402,399$93,570$15,595iApproximate average salary by contribution assumption: employee only about $389,875 at 4% or $259,917 at 6%; with 50% employer match about $259,917 at 4% or $173,278 at 6%; with 100% employer match about $194,938 at 4% or $129,958 at 6%.
200916$256,861$84,444$14,074iApproximate average salary by contribution assumption: employee only about $351,850 at 4% or $234,567 at 6%; with 50% employer match about $234,567 at 4% or $156,378 at 6%; with 100% employer match about $175,925 at 4% or $117,283 at 6%.
The Mutual Fund Store Chicago 401(K) Retirement Plan-6$256,861$84,444$14,074iApproximate average salary by contribution assumption: employee only about $351,850 at 4% or $234,567 at 6%; with 50% employer match about $234,567 at 4% or $156,378 at 6%; with 100% employer match about $175,925 at 4% or $117,283 at 6%.
200816$122,893$71,681$11,947iApproximate average salary by contribution assumption: employee only about $298,671 at 4% or $199,114 at 6%; with 50% employer match about $199,114 at 4% or $132,743 at 6%; with 100% employer match about $149,335 at 4% or $99,557 at 6%.
The Mutual Fund Store Chicago 401(K) Retirement Plan-6$122,893$71,681$11,947iApproximate average salary by contribution assumption: employee only about $298,671 at 4% or $199,114 at 6%; with 50% employer match about $199,114 at 4% or $132,743 at 6%; with 100% employer match about $149,335 at 4% or $99,557 at 6%.
200714$126,714$54,820$13,705iApproximate average salary by contribution assumption: employee only about $342,625 at 4% or $228,417 at 6%; with 50% employer match about $228,417 at 4% or $152,278 at 6%; with 100% employer match about $171,313 at 4% or $114,208 at 6%.
The Mutual Fund Store Chicago 401(K) Retirement Plan-4$126,714$54,820$13,705iApproximate average salary by contribution assumption: employee only about $342,625 at 4% or $228,417 at 6%; with 50% employer match about $228,417 at 4% or $152,278 at 6%; with 100% employer match about $171,313 at 4% or $114,208 at 6%.
200614$64,841$43,838$10,960iApproximate average salary by contribution assumption: employee only about $273,988 at 4% or $182,658 at 6%; with 50% employer match about $182,658 at 4% or $121,772 at 6%; with 100% employer match about $136,994 at 4% or $91,329 at 6%.
The Mutual Fund Store Chicago 401(K) Retirement Plan-4$64,841$43,838$10,960iApproximate average salary by contribution assumption: employee only about $273,988 at 4% or $182,658 at 6%; with 50% employer match about $182,658 at 4% or $121,772 at 6%; with 100% employer match about $136,994 at 4% or $91,329 at 6%.
200513$16,457$15,768$5,256iApproximate average salary by contribution assumption: employee only about $131,400 at 4% or $87,600 at 6%; with 50% employer match about $87,600 at 4% or $58,400 at 6%; with 100% employer match about $65,700 at 4% or $43,800 at 6%.
The Mutual Fund Store Chicago 401(K) Retirement Plan-3$16,457$15,768$5,256iApproximate average salary by contribution assumption: employee only about $131,400 at 4% or $87,600 at 6%; with 50% employer match about $87,600 at 4% or $58,400 at 6%; with 100% employer match about $65,700 at 4% or $43,800 at 6%.