Reilly Partners
Plan context: Reilly Partners 401(K) Plan
EIN 20-2168193 • Chicago, IL • 24 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$1,624,101
2024 Contributions
$45,596
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 | 10 | $1,624,101 | $45,596 | $4,560iApproximate average salary by contribution assumption: employee only about $113,990 at 4% or $75,993 at 6%; with 50% employer match about $75,993 at 4% or $50,662 at 6%; with 100% employer match about $56,995 at 4% or $37,997 at 6%. |
| Reilly Partners 401(K) Plan | - | 10 | $1,624,101 | $45,596 | $4,560iApproximate average salary by contribution assumption: employee only about $113,990 at 4% or $75,993 at 6%; with 50% employer match about $75,993 at 4% or $50,662 at 6%; with 100% employer match about $56,995 at 4% or $37,997 at 6%. |
| 2023 | 1 | 10 | $1,384,579 | $81,741 | $8,174iApproximate average salary by contribution assumption: employee only about $204,353 at 4% or $136,235 at 6%; with 50% employer match about $136,235 at 4% or $90,823 at 6%; with 100% employer match about $102,176 at 4% or $68,118 at 6%. |
| Reilly Partners 401(K) Plan | - | 10 | $1,384,579 | $81,741 | $8,174iApproximate average salary by contribution assumption: employee only about $204,353 at 4% or $136,235 at 6%; with 50% employer match about $136,235 at 4% or $90,823 at 6%; with 100% employer match about $102,176 at 4% or $68,118 at 6%. |
| 2022 | 1 | 11 | $1,215,308 | $175,374 | $15,943iApproximate average salary by contribution assumption: employee only about $398,577 at 4% or $265,718 at 6%; with 50% employer match about $265,718 at 4% or $177,145 at 6%; with 100% employer match about $199,289 at 4% or $132,859 at 6%. |
| Reilly Partners 401(K) Plan | - | 11 | $1,215,308 | $175,374 | $15,943iApproximate average salary by contribution assumption: employee only about $398,577 at 4% or $265,718 at 6%; with 50% employer match about $265,718 at 4% or $177,145 at 6%; with 100% employer match about $199,289 at 4% or $132,859 at 6%. |
| 2021 | 1 | 9 | $1,261,888 | $133,580 | $14,842iApproximate average salary by contribution assumption: employee only about $371,056 at 4% or $247,370 at 6%; with 50% employer match about $247,370 at 4% or $164,914 at 6%; with 100% employer match about $185,528 at 4% or $123,685 at 6%. |
| Reilly Partners 401(K) Plan | - | 9 | $1,261,888 | $133,580 | $14,842iApproximate average salary by contribution assumption: employee only about $371,056 at 4% or $247,370 at 6%; with 50% employer match about $247,370 at 4% or $164,914 at 6%; with 100% employer match about $185,528 at 4% or $123,685 at 6%. |
| 2020 | 1 | 8 | $1,940,751 | $159,216 | $19,902iApproximate average salary by contribution assumption: employee only about $497,550 at 4% or $331,700 at 6%; with 50% employer match about $331,700 at 4% or $221,133 at 6%; with 100% employer match about $248,775 at 4% or $165,850 at 6%. |
| Reilly Partners 401(K) Plan | - | 8 | $1,940,751 | $159,216 | $19,902iApproximate average salary by contribution assumption: employee only about $497,550 at 4% or $331,700 at 6%; with 50% employer match about $331,700 at 4% or $221,133 at 6%; with 100% employer match about $248,775 at 4% or $165,850 at 6%. |
| 2019 | 2 | 11 | $1,852,962 | $157,134 | $14,285iApproximate average salary by contribution assumption: employee only about $357,123 at 4% or $238,082 at 6%; with 50% employer match about $238,082 at 4% or $158,721 at 6%; with 100% employer match about $178,561 at 4% or $119,041 at 6%. |
| Reilly Partners 401(K) Plan | - | 11 | $1,843,163 | $157,134 | $14,285iApproximate average salary by contribution assumption: employee only about $357,123 at 4% or $238,082 at 6%; with 50% employer match about $238,082 at 4% or $158,721 at 6%; with 100% employer match about $178,561 at 4% or $119,041 at 6%. |
| REILLY PARTNERS CASH BALANCE PLAN | - | 2 | $9,799 | - | - |
| 2018 | 2 | 14 | $1,875,757 | $209,481 | $14,963iApproximate average salary by contribution assumption: employee only about $374,073 at 4% or $249,382 at 6%; with 50% employer match about $249,382 at 4% or $166,255 at 6%; with 100% employer match about $187,037 at 4% or $124,691 at 6%. |
| Reilly Partners 401(K) Plan | - | 14 | $1,378,268 | $115,481 | $8,249iApproximate average salary by contribution assumption: employee only about $206,216 at 4% or $137,477 at 6%; with 50% employer match about $137,477 at 4% or $91,652 at 6%; with 100% employer match about $103,108 at 4% or $68,739 at 6%. |
| REILLY PARTNERS CASH BALANCE PLAN | - | 8 | $497,489 | $94,000 | $11,750iApproximate average salary by contribution assumption: employee only about $293,750 at 4% or $195,833 at 6%; with 50% employer match about $195,833 at 4% or $130,556 at 6%; with 100% employer match about $146,875 at 4% or $97,917 at 6%. |
| 2017 | 2 | 15 | $1,920,793 | $259,296 | $17,286iApproximate average salary by contribution assumption: employee only about $432,160 at 4% or $288,107 at 6%; with 50% employer match about $288,107 at 4% or $192,071 at 6%; with 100% employer match about $216,080 at 4% or $144,053 at 6%. |
| Reilly Partners 401(K) Plan | - | 15 | $1,492,617 | $111,296 | $7,420iApproximate average salary by contribution assumption: employee only about $185,493 at 4% or $123,662 at 6%; with 50% employer match about $123,662 at 4% or $82,441 at 6%; with 100% employer match about $92,747 at 4% or $61,831 at 6%. |
| REILLY PARTNERS CASH BALANCE PLAN | - | 8 | $428,176 | $148,000 | $18,500iApproximate average salary by contribution assumption: employee only about $462,500 at 4% or $308,333 at 6%; with 50% employer match about $308,333 at 4% or $205,556 at 6%; with 100% employer match about $231,250 at 4% or $154,167 at 6%. |
| 2016 | 2 | 14 | $1,423,583 | $198,257 | $14,161iApproximate average salary by contribution assumption: employee only about $354,030 at 4% or $236,020 at 6%; with 50% employer match about $236,020 at 4% or $157,347 at 6%; with 100% employer match about $177,015 at 4% or $118,010 at 6%. |
| Reilly Partners 401(K) Plan | - | 14 | $1,164,166 | $62,257 | $4,447iApproximate average salary by contribution assumption: employee only about $111,173 at 4% or $74,115 at 6%; with 50% employer match about $74,115 at 4% or $49,410 at 6%; with 100% employer match about $55,587 at 4% or $37,058 at 6%. |
| REILLY PARTNERS CASH BALANCE PLAN | - | 8 | $259,417 | $136,000 | $17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%. |
| 2015 | 2 | 15 | $1,163,522 | $230,180 | $15,345iApproximate average salary by contribution assumption: employee only about $383,633 at 4% or $255,756 at 6%; with 50% employer match about $255,756 at 4% or $170,504 at 6%; with 100% employer match about $191,817 at 4% or $127,878 at 6%. |
| Reilly Partners 401(K) Plan | - | 15 | $1,041,522 | $108,180 | $7,212iApproximate average salary by contribution assumption: employee only about $180,300 at 4% or $120,200 at 6%; with 50% employer match about $120,200 at 4% or $80,133 at 6%; with 100% employer match about $90,150 at 4% or $60,100 at 6%. |
| REILLY PARTNERS CASH BALANCE PLAN | - | 9 | $122,000 | $122,000 | $13,556iApproximate average salary by contribution assumption: employee only about $338,889 at 4% or $225,926 at 6%; with 50% employer match about $225,926 at 4% or $150,617 at 6%; with 100% employer match about $169,444 at 4% or $112,963 at 6%. |
| 2014 | 1 | 16 | $1,269,667 | $147,860 | $9,241iApproximate average salary by contribution assumption: employee only about $231,031 at 4% or $154,021 at 6%; with 50% employer match about $154,021 at 4% or $102,681 at 6%; with 100% employer match about $115,516 at 4% or $77,010 at 6%. |
| Reilly Partners 401(K) Plan | - | 16 | $1,269,667 | $147,860 | $9,241iApproximate average salary by contribution assumption: employee only about $231,031 at 4% or $154,021 at 6%; with 50% employer match about $154,021 at 4% or $102,681 at 6%; with 100% employer match about $115,516 at 4% or $77,010 at 6%. |
| 2013 | 1 | 11 | $1,053,880 | $129,753 | $11,796iApproximate average salary by contribution assumption: employee only about $294,893 at 4% or $196,595 at 6%; with 50% employer match about $196,595 at 4% or $131,064 at 6%; with 100% employer match about $147,447 at 4% or $98,298 at 6%. |
| Reilly Partners 401(K) Plan | - | 11 | $1,053,880 | $129,753 | $11,796iApproximate average salary by contribution assumption: employee only about $294,893 at 4% or $196,595 at 6%; with 50% employer match about $196,595 at 4% or $131,064 at 6%; with 100% employer match about $147,447 at 4% or $98,298 at 6%. |
| 2011 | 1 | 7 | $526,933 | $112,007 | $16,001iApproximate average salary by contribution assumption: employee only about $400,025 at 4% or $266,683 at 6%; with 50% employer match about $266,683 at 4% or $177,789 at 6%; with 100% employer match about $200,013 at 4% or $133,342 at 6%. |
| Reilly Partners 401(K) Plan | - | 7 | $526,933 | $112,007 | $16,001iApproximate average salary by contribution assumption: employee only about $400,025 at 4% or $266,683 at 6%; with 50% employer match about $266,683 at 4% or $177,789 at 6%; with 100% employer match about $200,013 at 4% or $133,342 at 6%. |
| 2010 | 1 | 7 | $454,678 | $62,236 | $8,891iApproximate average salary by contribution assumption: employee only about $222,271 at 4% or $148,181 at 6%; with 50% employer match about $148,181 at 4% or $98,787 at 6%; with 100% employer match about $111,136 at 4% or $74,090 at 6%. |
| Reilly Partners 401(K) Plan | - | 7 | $454,678 | $62,236 | $8,891iApproximate average salary by contribution assumption: employee only about $222,271 at 4% or $148,181 at 6%; with 50% employer match about $148,181 at 4% or $98,787 at 6%; with 100% employer match about $111,136 at 4% or $74,090 at 6%. |
| 2009 | 1 | 6 | $340,236 | $64,917 | $10,820iApproximate average salary by contribution assumption: employee only about $270,488 at 4% or $180,325 at 6%; with 50% employer match about $180,325 at 4% or $120,217 at 6%; with 100% employer match about $135,244 at 4% or $90,163 at 6%. |
| Reilly Partners 401(K) Plan | - | 6 | $340,236 | $64,917 | $10,820iApproximate average salary by contribution assumption: employee only about $270,488 at 4% or $180,325 at 6%; with 50% employer match about $180,325 at 4% or $120,217 at 6%; with 100% employer match about $135,244 at 4% or $90,163 at 6%. |
| 2008 | 1 | 6 | $217,597 | $68,644 | $11,441iApproximate average salary by contribution assumption: employee only about $286,017 at 4% or $190,678 at 6%; with 50% employer match about $190,678 at 4% or $127,119 at 6%; with 100% employer match about $143,008 at 4% or $95,339 at 6%. |
| Reilly Partners 401(K) Plan | - | 6 | $217,597 | $68,644 | $11,441iApproximate average salary by contribution assumption: employee only about $286,017 at 4% or $190,678 at 6%; with 50% employer match about $190,678 at 4% or $127,119 at 6%; with 100% employer match about $143,008 at 4% or $95,339 at 6%. |
| 2007 | 1 | 8 | $260,822 | $76,725 | $9,591iApproximate average salary by contribution assumption: employee only about $239,766 at 4% or $159,844 at 6%; with 50% employer match about $159,844 at 4% or $106,563 at 6%; with 100% employer match about $119,883 at 4% or $79,922 at 6%. |
| Reilly Partners 401(K) Plan | - | 8 | $260,822 | $76,725 | $9,591iApproximate average salary by contribution assumption: employee only about $239,766 at 4% or $159,844 at 6%; with 50% employer match about $159,844 at 4% or $106,563 at 6%; with 100% employer match about $119,883 at 4% or $79,922 at 6%. |
| 2006 | 1 | 9 | $182,801 | $98,949 | $10,994iApproximate average salary by contribution assumption: employee only about $274,858 at 4% or $183,239 at 6%; with 50% employer match about $183,239 at 4% or $122,159 at 6%; with 100% employer match about $137,429 at 4% or $91,619 at 6%. |
| Reilly Partners 401(K) Plan | - | 9 | $182,801 | $98,949 | $10,994iApproximate average salary by contribution assumption: employee only about $274,858 at 4% or $183,239 at 6%; with 50% employer match about $183,239 at 4% or $122,159 at 6%; with 100% employer match about $137,429 at 4% or $91,619 at 6%. |
| 2005 | 1 | 7 | $72,801 | $72,471 | $10,353iApproximate average salary by contribution assumption: employee only about $258,825 at 4% or $172,550 at 6%; with 50% employer match about $172,550 at 4% or $115,033 at 6%; with 100% employer match about $129,413 at 4% or $86,275 at 6%. |
| Reilly Partners 401(K) Plan | - | 7 | $72,801 | $72,471 | $10,353iApproximate average salary by contribution assumption: employee only about $258,825 at 4% or $172,550 at 6%; with 50% employer match about $172,550 at 4% or $115,033 at 6%; with 100% employer match about $129,413 at 4% or $86,275 at 6%. |