Civic Intelligence

Custom House Fund Services

Plan context: Custom House Fund Services (Chicago) LLC 401(K) Plan

EIN 20-2624818 • Chicago, IL • 16 filings • 3 plans

1 North Franklin StreetSuite 600Chicago, IL 60606
Current Snapshot

Latest Year

2020

2020 Participants

52

2020 Assets

$1,780,621

2020 Contributions

$121,346

Historical Graphs

Total Assets Over Time

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

$1,780,621$890,311$0200520132020YearValue
$1,780,621Latest year 2020

Participants Over Time

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

69350200520132020YearValue
52Latest year 2020

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
2020152$1,780,621$121,346$2,334iApproximate average salary by contribution assumption: employee only about $58,339 at 4% or $38,893 at 6%; with 50% employer match about $38,893 at 4% or $25,929 at 6%; with 100% employer match about $29,170 at 4% or $19,446 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-52$1,780,621$121,346$2,334iApproximate average salary by contribution assumption: employee only about $58,339 at 4% or $38,893 at 6%; with 50% employer match about $38,893 at 4% or $25,929 at 6%; with 100% employer match about $29,170 at 4% or $19,446 at 6%.
2019153$1,624,824$123,970$2,339iApproximate average salary by contribution assumption: employee only about $58,476 at 4% or $38,984 at 6%; with 50% employer match about $38,984 at 4% or $25,990 at 6%; with 100% employer match about $29,238 at 4% or $19,492 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-53$1,624,824$123,970$2,339iApproximate average salary by contribution assumption: employee only about $58,476 at 4% or $38,984 at 6%; with 50% employer match about $38,984 at 4% or $25,990 at 6%; with 100% employer match about $29,238 at 4% or $19,492 at 6%.
2018153$1,435,641$135,106$2,549iApproximate average salary by contribution assumption: employee only about $63,729 at 4% or $42,486 at 6%; with 50% employer match about $42,486 at 4% or $28,324 at 6%; with 100% employer match about $31,865 at 4% or $21,243 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-53$1,435,641$135,106$2,549iApproximate average salary by contribution assumption: employee only about $63,729 at 4% or $42,486 at 6%; with 50% employer match about $42,486 at 4% or $28,324 at 6%; with 100% employer match about $31,865 at 4% or $21,243 at 6%.
2017153$1,499,728$130,216$2,457iApproximate average salary by contribution assumption: employee only about $61,423 at 4% or $40,948 at 6%; with 50% employer match about $40,948 at 4% or $27,299 at 6%; with 100% employer match about $30,711 at 4% or $20,474 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-53$1,499,728$130,216$2,457iApproximate average salary by contribution assumption: employee only about $61,423 at 4% or $40,948 at 6%; with 50% employer match about $40,948 at 4% or $27,299 at 6%; with 100% employer match about $30,711 at 4% or $20,474 at 6%.
2016156$1,262,192$133,086$2,377iApproximate average salary by contribution assumption: employee only about $59,413 at 4% or $39,609 at 6%; with 50% employer match about $39,609 at 4% or $26,406 at 6%; with 100% employer match about $29,707 at 4% or $19,804 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-56$1,262,192$133,086$2,377iApproximate average salary by contribution assumption: employee only about $59,413 at 4% or $39,609 at 6%; with 50% employer match about $39,609 at 4% or $26,406 at 6%; with 100% employer match about $29,707 at 4% or $19,804 at 6%.
2015159$1,169,764$168,663$2,859iApproximate average salary by contribution assumption: employee only about $71,467 at 4% or $47,645 at 6%; with 50% employer match about $47,645 at 4% or $31,763 at 6%; with 100% employer match about $35,734 at 4% or $23,822 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-59$1,169,764$168,663$2,859iApproximate average salary by contribution assumption: employee only about $71,467 at 4% or $47,645 at 6%; with 50% employer match about $47,645 at 4% or $31,763 at 6%; with 100% employer match about $35,734 at 4% or $23,822 at 6%.
2014165$1,430,353$253,073$3,893iApproximate average salary by contribution assumption: employee only about $97,336 at 4% or $64,891 at 6%; with 50% employer match about $64,891 at 4% or $43,260 at 6%; with 100% employer match about $48,668 at 4% or $32,445 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-65$1,430,353$253,073$3,893iApproximate average salary by contribution assumption: employee only about $97,336 at 4% or $64,891 at 6%; with 50% employer match about $64,891 at 4% or $43,260 at 6%; with 100% employer match about $48,668 at 4% or $32,445 at 6%.
2013160$1,256,669$215,214$3,587iApproximate average salary by contribution assumption: employee only about $89,673 at 4% or $59,782 at 6%; with 50% employer match about $59,782 at 4% or $39,854 at 6%; with 100% employer match about $44,836 at 4% or $29,891 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-60$1,256,669$215,214$3,587iApproximate average salary by contribution assumption: employee only about $89,673 at 4% or $59,782 at 6%; with 50% employer match about $59,782 at 4% or $39,854 at 6%; with 100% employer match about $44,836 at 4% or $29,891 at 6%.
2012169$1,042,795$207,101$3,001iApproximate average salary by contribution assumption: employee only about $75,037 at 4% or $50,024 at 6%; with 50% employer match about $50,024 at 4% or $33,350 at 6%; with 100% employer match about $37,518 at 4% or $25,012 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-69$1,042,795$207,101$3,001iApproximate average salary by contribution assumption: employee only about $75,037 at 4% or $50,024 at 6%; with 50% employer match about $50,024 at 4% or $33,350 at 6%; with 100% employer match about $37,518 at 4% or $25,012 at 6%.
2011160$822,094$223,629$3,727iApproximate average salary by contribution assumption: employee only about $93,179 at 4% or $62,119 at 6%; with 50% employer match about $62,119 at 4% or $41,413 at 6%; with 100% employer match about $46,589 at 4% or $31,060 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-60$822,094$223,629$3,727iApproximate average salary by contribution assumption: employee only about $93,179 at 4% or $62,119 at 6%; with 50% employer match about $62,119 at 4% or $41,413 at 6%; with 100% employer match about $46,589 at 4% or $31,060 at 6%.
2010160$737,986$218,373$3,640iApproximate average salary by contribution assumption: employee only about $90,989 at 4% or $60,659 at 6%; with 50% employer match about $60,659 at 4% or $40,439 at 6%; with 100% employer match about $45,494 at 4% or $30,330 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-60$737,986$218,373$3,640iApproximate average salary by contribution assumption: employee only about $90,989 at 4% or $60,659 at 6%; with 50% employer match about $60,659 at 4% or $40,439 at 6%; with 100% employer match about $45,494 at 4% or $30,330 at 6%.
2009159$508,055$245,950$4,169iApproximate average salary by contribution assumption: employee only about $104,216 at 4% or $69,477 at 6%; with 50% employer match about $69,477 at 4% or $46,318 at 6%; with 100% employer match about $52,108 at 4% or $34,739 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-59$508,055$245,950$4,169iApproximate average salary by contribution assumption: employee only about $104,216 at 4% or $69,477 at 6%; with 50% employer match about $69,477 at 4% or $46,318 at 6%; with 100% employer match about $52,108 at 4% or $34,739 at 6%.
2008151$191,812$181,014$3,549iApproximate average salary by contribution assumption: employee only about $88,732 at 4% or $59,155 at 6%; with 50% employer match about $59,155 at 4% or $39,437 at 6%; with 100% employer match about $44,366 at 4% or $29,577 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-51$191,812$181,014$3,549iApproximate average salary by contribution assumption: employee only about $88,732 at 4% or $59,155 at 6%; with 50% employer match about $59,155 at 4% or $39,437 at 6%; with 100% employer match about $44,366 at 4% or $29,577 at 6%.
2007134$115,532$60,011$1,765iApproximate average salary by contribution assumption: employee only about $44,126 at 4% or $29,417 at 6%; with 50% employer match about $29,417 at 4% or $19,611 at 6%; with 100% employer match about $22,063 at 4% or $14,709 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-34$115,532$60,011$1,765iApproximate average salary by contribution assumption: employee only about $44,126 at 4% or $29,417 at 6%; with 50% employer match about $29,417 at 4% or $19,611 at 6%; with 100% employer match about $22,063 at 4% or $14,709 at 6%.
200616$45,505$42,275$7,046iApproximate average salary by contribution assumption: employee only about $176,146 at 4% or $117,431 at 6%; with 50% employer match about $117,431 at 4% or $78,287 at 6%; with 100% employer match about $88,073 at 4% or $58,715 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-6$45,505$42,275$7,046iApproximate average salary by contribution assumption: employee only about $176,146 at 4% or $117,431 at 6%; with 50% employer match about $117,431 at 4% or $78,287 at 6%; with 100% employer match about $88,073 at 4% or $58,715 at 6%.
2005111$18,999$18,908$1,719iApproximate average salary by contribution assumption: employee only about $42,973 at 4% or $28,648 at 6%; with 50% employer match about $28,648 at 4% or $19,099 at 6%; with 100% employer match about $21,486 at 4% or $14,324 at 6%.
Custom House Fund Services (Chicago) LLC 401(K) Plan-11$18,999$18,908$1,719iApproximate average salary by contribution assumption: employee only about $42,973 at 4% or $28,648 at 6%; with 50% employer match about $28,648 at 4% or $19,099 at 6%; with 100% employer match about $21,486 at 4% or $14,324 at 6%.
Custom House Fund Services | EIN 20-2624818 | 2020 Form 5500 Company Profile