Civic Intelligence

Belmont Financial Group Inc

Plan context: Belmont Financial Group Inc

EIN 20-3691106 • Chicago, IL • 20 filings • 3 plans

8250 W. Belmont AveChicago, IL 60634-2809
Current Snapshot

Latest Year

2025

2025 Participants

61

2025 Assets

$11,150,924

2025 Contributions

$929,066

Historical Graphs

Total Assets Over Time

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

$11,150,924$5,575,462$0200620162025YearValue
$11,150,924Latest year 2025

Participants Over Time

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

61310200620162025YearValue
61Latest 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
2025161$11,150,924$929,066$15,231iApproximate average salary by contribution assumption: employee only about $380,765 at 4% or $253,843 at 6%; with 50% employer match about $253,843 at 4% or $169,229 at 6%; with 100% employer match about $190,382 at 4% or $126,922 at 6%.
Belmont Financial Group Inc-61$11,150,924$929,066$15,231iApproximate average salary by contribution assumption: employee only about $380,765 at 4% or $253,843 at 6%; with 50% employer match about $253,843 at 4% or $169,229 at 6%; with 100% employer match about $190,382 at 4% or $126,922 at 6%.
2024155$8,728,853$830,386$15,098iApproximate average salary by contribution assumption: employee only about $377,448 at 4% or $251,632 at 6%; with 50% employer match about $251,632 at 4% or $167,755 at 6%; with 100% employer match about $188,724 at 4% or $125,816 at 6%.
Belmont Financial Group Inc-55$8,728,853$830,386$15,098iApproximate average salary by contribution assumption: employee only about $377,448 at 4% or $251,632 at 6%; with 50% employer match about $251,632 at 4% or $167,755 at 6%; with 100% employer match about $188,724 at 4% or $125,816 at 6%.
2023149$7,224,621$713,378$14,559iApproximate average salary by contribution assumption: employee only about $363,968 at 4% or $242,646 at 6%; with 50% employer match about $242,646 at 4% or $161,764 at 6%; with 100% employer match about $181,984 at 4% or $121,323 at 6%.
Belmont Financial Group Inc-49$7,224,621$713,378$14,559iApproximate average salary by contribution assumption: employee only about $363,968 at 4% or $242,646 at 6%; with 50% employer match about $242,646 at 4% or $161,764 at 6%; with 100% employer match about $181,984 at 4% or $121,323 at 6%.
2022134$5,417,323$469,146$13,798iApproximate average salary by contribution assumption: employee only about $344,960 at 4% or $229,974 at 6%; with 50% employer match about $229,974 at 4% or $153,316 at 6%; with 100% employer match about $172,480 at 4% or $114,987 at 6%.
Belmont Financial Group Inc-34$5,417,323$469,146$13,798iApproximate average salary by contribution assumption: employee only about $344,960 at 4% or $229,974 at 6%; with 50% employer match about $229,974 at 4% or $153,316 at 6%; with 100% employer match about $172,480 at 4% or $114,987 at 6%.
2021134$6,306,969$512,382$15,070iApproximate average salary by contribution assumption: employee only about $376,751 at 4% or $251,168 at 6%; with 50% employer match about $251,168 at 4% or $167,445 at 6%; with 100% employer match about $188,376 at 4% or $125,584 at 6%.
Belmont Financial Group Inc-34$6,306,969$512,382$15,070iApproximate average salary by contribution assumption: employee only about $376,751 at 4% or $251,168 at 6%; with 50% employer match about $251,168 at 4% or $167,445 at 6%; with 100% employer match about $188,376 at 4% or $125,584 at 6%.
2020132$5,251,676$455,988$14,250iApproximate average salary by contribution assumption: employee only about $356,241 at 4% or $237,494 at 6%; with 50% employer match about $237,494 at 4% or $158,329 at 6%; with 100% employer match about $178,120 at 4% or $118,747 at 6%.
Belmont Financial Group Inc-32$5,251,676$455,988$14,250iApproximate average salary by contribution assumption: employee only about $356,241 at 4% or $237,494 at 6%; with 50% employer match about $237,494 at 4% or $158,329 at 6%; with 100% employer match about $178,120 at 4% or $118,747 at 6%.
2019127$4,071,921$364,091$13,485iApproximate average salary by contribution assumption: employee only about $337,121 at 4% or $224,748 at 6%; with 50% employer match about $224,748 at 4% or $149,832 at 6%; with 100% employer match about $168,561 at 4% or $112,374 at 6%.
Belmont Financial Group Inc-27$4,071,921$364,091$13,485iApproximate average salary by contribution assumption: employee only about $337,121 at 4% or $224,748 at 6%; with 50% employer match about $224,748 at 4% or $149,832 at 6%; with 100% employer match about $168,561 at 4% or $112,374 at 6%.
2018128$3,109,621$359,905$12,854iApproximate average salary by contribution assumption: employee only about $321,344 at 4% or $214,229 at 6%; with 50% employer match about $214,229 at 4% or $142,819 at 6%; with 100% employer match about $160,672 at 4% or $107,115 at 6%.
Belmont Financial Group Inc-28$3,109,621$359,905$12,854iApproximate average salary by contribution assumption: employee only about $321,344 at 4% or $214,229 at 6%; with 50% employer match about $214,229 at 4% or $142,819 at 6%; with 100% employer match about $160,672 at 4% or $107,115 at 6%.
2017120$3,022,165$310,320$15,516iApproximate average salary by contribution assumption: employee only about $387,900 at 4% or $258,600 at 6%; with 50% employer match about $258,600 at 4% or $172,400 at 6%; with 100% employer match about $193,950 at 4% or $129,300 at 6%.
Belmont Financial Group Inc-20$3,022,165$310,320$15,516iApproximate average salary by contribution assumption: employee only about $387,900 at 4% or $258,600 at 6%; with 50% employer match about $258,600 at 4% or $172,400 at 6%; with 100% employer match about $193,950 at 4% or $129,300 at 6%.
2016122$2,330,578$290,449$13,202iApproximate average salary by contribution assumption: employee only about $330,056 at 4% or $220,037 at 6%; with 50% employer match about $220,037 at 4% or $146,691 at 6%; with 100% employer match about $165,028 at 4% or $110,019 at 6%.
Belmont Financial Group Inc-22$2,330,578$290,449$13,202iApproximate average salary by contribution assumption: employee only about $330,056 at 4% or $220,037 at 6%; with 50% employer match about $220,037 at 4% or $146,691 at 6%; with 100% employer match about $165,028 at 4% or $110,019 at 6%.
2015123$1,963,837$273,164$11,877iApproximate average salary by contribution assumption: employee only about $296,917 at 4% or $197,945 at 6%; with 50% employer match about $197,945 at 4% or $131,963 at 6%; with 100% employer match about $148,459 at 4% or $98,972 at 6%.
Belmont Financial Group Inc-23$1,963,837$273,164$11,877iApproximate average salary by contribution assumption: employee only about $296,917 at 4% or $197,945 at 6%; with 50% employer match about $197,945 at 4% or $131,963 at 6%; with 100% employer match about $148,459 at 4% or $98,972 at 6%.
2014120$1,736,010$232,263$11,613iApproximate average salary by contribution assumption: employee only about $290,329 at 4% or $193,553 at 6%; with 50% employer match about $193,553 at 4% or $129,035 at 6%; with 100% employer match about $145,164 at 4% or $96,776 at 6%.
Belmont Financial Group Inc-20$1,736,010$232,263$11,613iApproximate average salary by contribution assumption: employee only about $290,329 at 4% or $193,553 at 6%; with 50% employer match about $193,553 at 4% or $129,035 at 6%; with 100% employer match about $145,164 at 4% or $96,776 at 6%.
2013118$1,470,581$216,686$12,038iApproximate average salary by contribution assumption: employee only about $300,953 at 4% or $200,635 at 6%; with 50% employer match about $200,635 at 4% or $133,757 at 6%; with 100% employer match about $150,476 at 4% or $100,318 at 6%.
Belmont Financial Group Inc-18$1,470,581$216,686$12,038iApproximate average salary by contribution assumption: employee only about $300,953 at 4% or $200,635 at 6%; with 50% employer match about $200,635 at 4% or $133,757 at 6%; with 100% employer match about $150,476 at 4% or $100,318 at 6%.
2012118$1,038,004$195,525$10,863iApproximate average salary by contribution assumption: employee only about $271,563 at 4% or $181,042 at 6%; with 50% employer match about $181,042 at 4% or $120,694 at 6%; with 100% employer match about $135,781 at 4% or $90,521 at 6%.
Belmont Financial Group Inc-18$1,038,004$195,525$10,863iApproximate average salary by contribution assumption: employee only about $271,563 at 4% or $181,042 at 6%; with 50% employer match about $181,042 at 4% or $120,694 at 6%; with 100% employer match about $135,781 at 4% or $90,521 at 6%.
2011118$738,365$175,377$9,743iApproximate average salary by contribution assumption: employee only about $243,579 at 4% or $162,386 at 6%; with 50% employer match about $162,386 at 4% or $108,257 at 6%; with 100% employer match about $121,790 at 4% or $81,193 at 6%.
Belmont Financial Group Inc-18$738,365$175,377$9,743iApproximate average salary by contribution assumption: employee only about $243,579 at 4% or $162,386 at 6%; with 50% employer match about $162,386 at 4% or $108,257 at 6%; with 100% employer match about $121,790 at 4% or $81,193 at 6%.
2010117$607,628$173,163$10,186iApproximate average salary by contribution assumption: employee only about $254,651 at 4% or $169,768 at 6%; with 50% employer match about $169,768 at 4% or $113,178 at 6%; with 100% employer match about $127,326 at 4% or $84,884 at 6%.
Belmont Financial Group Inc-17$607,628$173,163$10,186iApproximate average salary by contribution assumption: employee only about $254,651 at 4% or $169,768 at 6%; with 50% employer match about $169,768 at 4% or $113,178 at 6%; with 100% employer match about $127,326 at 4% or $84,884 at 6%.
2009117$381,435$143,361$8,433iApproximate average salary by contribution assumption: employee only about $210,825 at 4% or $140,550 at 6%; with 50% employer match about $140,550 at 4% or $93,700 at 6%; with 100% employer match about $105,413 at 4% or $70,275 at 6%.
Belmont Financial Group Inc-17$381,435$143,361$8,433iApproximate average salary by contribution assumption: employee only about $210,825 at 4% or $140,550 at 6%; with 50% employer match about $140,550 at 4% or $93,700 at 6%; with 100% employer match about $105,413 at 4% or $70,275 at 6%.
2008112$170,697$105,391$8,783iApproximate average salary by contribution assumption: employee only about $219,565 at 4% or $146,376 at 6%; with 50% employer match about $146,376 at 4% or $97,584 at 6%; with 100% employer match about $109,782 at 4% or $73,188 at 6%.
Belmont Financial Group Inc-12$170,697$105,391$8,783iApproximate average salary by contribution assumption: employee only about $219,565 at 4% or $146,376 at 6%; with 50% employer match about $146,376 at 4% or $97,584 at 6%; with 100% employer match about $109,782 at 4% or $73,188 at 6%.
200718$132,272$86,013$10,752iApproximate average salary by contribution assumption: employee only about $268,791 at 4% or $179,194 at 6%; with 50% employer match about $179,194 at 4% or $119,463 at 6%; with 100% employer match about $134,395 at 4% or $89,597 at 6%.
Belmont Financial Group Inc-8$132,272$86,013$10,752iApproximate average salary by contribution assumption: employee only about $268,791 at 4% or $179,194 at 6%; with 50% employer match about $179,194 at 4% or $119,463 at 6%; with 100% employer match about $134,395 at 4% or $89,597 at 6%.
200619$58,575$55,516$6,168iApproximate average salary by contribution assumption: employee only about $154,211 at 4% or $102,807 at 6%; with 50% employer match about $102,807 at 4% or $68,538 at 6%; with 100% employer match about $77,106 at 4% or $51,404 at 6%.
Belmont Financial Group Inc-9$58,575$55,516$6,168iApproximate average salary by contribution assumption: employee only about $154,211 at 4% or $102,807 at 6%; with 50% employer match about $102,807 at 4% or $68,538 at 6%; with 100% employer match about $77,106 at 4% or $51,404 at 6%.