Civic Intelligence

Chicago Wealth Management Inc.

Plan context: Chicago Wealth Management Inc. 401(K) Profit Sharing Plan

EIN 20-1255704 • Chicago, IL • 23 filings • 4 plans

Two North Riverside PlazaSuite 1620Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$4,450,293

2024 Contributions

$362,349

Historical Graphs

Total Assets Over Time

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

$4,450,293$2,225,147$0200920172024YearValue
$4,450,293Latest year 2024

Participants Over Time

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

530200920172024YearValue
5Latest year 2024

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
202425$4,450,293$362,349$72,470iApproximate average salary by contribution assumption: employee only about $1,811,745 at 4% or $1,207,830 at 6%; with 50% employer match about $1,207,830 at 4% or $805,220 at 6%; with 100% employer match about $905,873 at 4% or $603,915 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-5$2,459,709$152,606$30,521iApproximate average salary by contribution assumption: employee only about $763,030 at 4% or $508,687 at 6%; with 50% employer match about $508,687 at 4% or $339,124 at 6%; with 100% employer match about $381,515 at 4% or $254,343 at 6%.
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST-3$1,990,584$209,743$69,914iApproximate average salary by contribution assumption: employee only about $1,747,858 at 4% or $1,165,239 at 6%; with 50% employer match about $1,165,239 at 4% or $776,826 at 6%; with 100% employer match about $873,929 at 4% or $582,619 at 6%.
202324$3,583,360$341,757$85,439iApproximate average salary by contribution assumption: employee only about $2,135,981 at 4% or $1,423,988 at 6%; with 50% employer match about $1,423,988 at 4% or $949,325 at 6%; with 100% employer match about $1,067,991 at 4% or $711,994 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$1,995,311$132,157$33,039iApproximate average salary by contribution assumption: employee only about $825,981 at 4% or $550,654 at 6%; with 50% employer match about $550,654 at 4% or $367,103 at 6%; with 100% employer match about $412,991 at 4% or $275,327 at 6%.
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST-3$1,588,049$209,600$69,867iApproximate average salary by contribution assumption: employee only about $1,746,667 at 4% or $1,164,444 at 6%; with 50% employer match about $1,164,444 at 4% or $776,296 at 6%; with 100% employer match about $873,333 at 4% or $582,222 at 6%.
202224$2,881,243$375,817$93,954iApproximate average salary by contribution assumption: employee only about $2,348,856 at 4% or $1,565,904 at 6%; with 50% employer match about $1,565,904 at 4% or $1,043,936 at 6%; with 100% employer match about $1,174,428 at 4% or $782,952 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$1,649,904$133,467$33,367iApproximate average salary by contribution assumption: employee only about $834,169 at 4% or $556,113 at 6%; with 50% employer match about $556,113 at 4% or $370,742 at 6%; with 100% employer match about $417,084 at 4% or $278,056 at 6%.
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST-3$1,231,339$242,350$80,783iApproximate average salary by contribution assumption: employee only about $2,019,583 at 4% or $1,346,389 at 6%; with 50% employer match about $1,346,389 at 4% or $897,593 at 6%; with 100% employer match about $1,009,792 at 4% or $673,194 at 6%.
202125$2,724,199$393,475$78,695iApproximate average salary by contribution assumption: employee only about $1,967,375 at 4% or $1,311,583 at 6%; with 50% employer match about $1,311,583 at 4% or $874,389 at 6%; with 100% employer match about $983,688 at 4% or $655,792 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,668,229$143,475$28,695iApproximate average salary by contribution assumption: employee only about $717,375 at 4% or $478,250 at 6%; with 50% employer match about $478,250 at 4% or $318,833 at 6%; with 100% employer match about $358,688 at 4% or $239,125 at 6%.
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST-3$1,055,970$250,000$83,333iApproximate average salary by contribution assumption: employee only about $2,083,333 at 4% or $1,388,889 at 6%; with 50% employer match about $1,388,889 at 4% or $925,926 at 6%; with 100% employer match about $1,041,667 at 4% or $694,444 at 6%.
202025$1,922,503$351,685$70,337iApproximate average salary by contribution assumption: employee only about $1,758,425 at 4% or $1,172,283 at 6%; with 50% employer match about $1,172,283 at 4% or $781,522 at 6%; with 100% employer match about $879,213 at 4% or $586,142 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-5$1,256,262$110,035$22,007iApproximate average salary by contribution assumption: employee only about $550,175 at 4% or $366,783 at 6%; with 50% employer match about $366,783 at 4% or $244,522 at 6%; with 100% employer match about $275,088 at 4% or $183,392 at 6%.
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST-3$666,241$241,650$80,550iApproximate average salary by contribution assumption: employee only about $2,013,750 at 4% or $1,342,500 at 6%; with 50% employer match about $1,342,500 at 4% or $895,000 at 6%; with 100% employer match about $1,006,875 at 4% or $671,250 at 6%.
201924$1,563,188$304,469$76,117iApproximate average salary by contribution assumption: employee only about $1,902,931 at 4% or $1,268,621 at 6%; with 50% employer match about $1,268,621 at 4% or $845,747 at 6%; with 100% employer match about $951,466 at 4% or $634,310 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$1,138,768$94,469$23,617iApproximate average salary by contribution assumption: employee only about $590,431 at 4% or $393,621 at 6%; with 50% employer match about $393,621 at 4% or $262,414 at 6%; with 100% employer match about $295,216 at 4% or $196,810 at 6%.
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST-3$424,420$210,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
201824$1,030,562$284,203$71,051iApproximate average salary by contribution assumption: employee only about $1,776,269 at 4% or $1,184,179 at 6%; with 50% employer match about $1,184,179 at 4% or $789,453 at 6%; with 100% employer match about $888,134 at 4% or $592,090 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$838,998$92,639$23,160iApproximate average salary by contribution assumption: employee only about $578,994 at 4% or $385,996 at 6%; with 50% employer match about $385,996 at 4% or $257,331 at 6%; with 100% employer match about $289,497 at 4% or $192,998 at 6%.
CHICAGO WEALTH MANAGEMENT, INC. CASH BALANCE PLAN & TRUST-3$191,564$191,564$63,855iApproximate average salary by contribution assumption: employee only about $1,596,367 at 4% or $1,064,244 at 6%; with 50% employer match about $1,064,244 at 4% or $709,496 at 6%; with 100% employer match about $798,183 at 4% or $532,122 at 6%.
201714$904,838$94,203$23,551iApproximate average salary by contribution assumption: employee only about $588,769 at 4% or $392,513 at 6%; with 50% employer match about $392,513 at 4% or $261,675 at 6%; with 100% employer match about $294,384 at 4% or $196,256 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$904,838$94,203$23,551iApproximate average salary by contribution assumption: employee only about $588,769 at 4% or $392,513 at 6%; with 50% employer match about $392,513 at 4% or $261,675 at 6%; with 100% employer match about $294,384 at 4% or $196,256 at 6%.
201614$682,516$89,028$22,257iApproximate average salary by contribution assumption: employee only about $556,425 at 4% or $370,950 at 6%; with 50% employer match about $370,950 at 4% or $247,300 at 6%; with 100% employer match about $278,213 at 4% or $185,475 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$682,516$89,028$22,257iApproximate average salary by contribution assumption: employee only about $556,425 at 4% or $370,950 at 6%; with 50% employer match about $370,950 at 4% or $247,300 at 6%; with 100% employer match about $278,213 at 4% or $185,475 at 6%.
201514$515,570$93,216$23,304iApproximate average salary by contribution assumption: employee only about $582,600 at 4% or $388,400 at 6%; with 50% employer match about $388,400 at 4% or $258,933 at 6%; with 100% employer match about $291,300 at 4% or $194,200 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$515,570$93,216$23,304iApproximate average salary by contribution assumption: employee only about $582,600 at 4% or $388,400 at 6%; with 50% employer match about $388,400 at 4% or $258,933 at 6%; with 100% employer match about $291,300 at 4% or $194,200 at 6%.
201413$445,089$88,786$29,595iApproximate average salary by contribution assumption: employee only about $739,883 at 4% or $493,256 at 6%; with 50% employer match about $493,256 at 4% or $328,837 at 6%; with 100% employer match about $369,942 at 4% or $246,628 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-3$445,089$88,786$29,595iApproximate average salary by contribution assumption: employee only about $739,883 at 4% or $493,256 at 6%; with 50% employer match about $493,256 at 4% or $328,837 at 6%; with 100% employer match about $369,942 at 4% or $246,628 at 6%.
201314$387,537$86,121$21,530iApproximate average salary by contribution assumption: employee only about $538,256 at 4% or $358,838 at 6%; with 50% employer match about $358,838 at 4% or $239,225 at 6%; with 100% employer match about $269,128 at 4% or $179,419 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$387,537$86,121$21,530iApproximate average salary by contribution assumption: employee only about $538,256 at 4% or $358,838 at 6%; with 50% employer match about $358,838 at 4% or $239,225 at 6%; with 100% employer match about $269,128 at 4% or $179,419 at 6%.
201214$259,897$0-
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$259,897--
201114$235,108$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-4$235,108$35,000$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201013$197,413$14,691$4,897iApproximate average salary by contribution assumption: employee only about $122,425 at 4% or $81,617 at 6%; with 50% employer match about $81,617 at 4% or $54,411 at 6%; with 100% employer match about $61,213 at 4% or $40,808 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-3$197,413$14,691$4,897iApproximate average salary by contribution assumption: employee only about $122,425 at 4% or $81,617 at 6%; with 50% employer match about $81,617 at 4% or $54,411 at 6%; with 100% employer match about $61,213 at 4% or $40,808 at 6%.
200911$166,399$166,812$166,812iApproximate average salary by contribution assumption: employee only about $4,170,300 at 4% or $2,780,200 at 6%; with 50% employer match about $2,780,200 at 4% or $1,853,467 at 6%; with 100% employer match about $2,085,150 at 4% or $1,390,100 at 6%.
Chicago Wealth Management Inc. 401(K) Profit Sharing Plan-1$166,399$166,812$166,812iApproximate average salary by contribution assumption: employee only about $4,170,300 at 4% or $2,780,200 at 6%; with 50% employer match about $2,780,200 at 4% or $1,853,467 at 6%; with 100% employer match about $2,085,150 at 4% or $1,390,100 at 6%.