Civic Intelligence

Arbor Investment Management LLC

Plan context: Arbor Investment Management LLC 401(K) Profit Sharing Plan

EIN 20-4926055 • Chicago, IL • 23 filings • 2 plans

676 N. Michigan AvenueSuite 3400Chicago, IL 60611
Current Snapshot

Latest Year

2025

2025 Participants

48

2025 Assets

$11,417,574

2025 Contributions

$971,939

Historical Graphs

Total Assets Over Time

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

$11,417,574$5,708,787$0200620162025YearValue
$11,417,574Latest year 2025

Participants Over Time

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

48240200620162025YearValue
48Latest 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
2025148$11,417,574$971,939$20,249iApproximate average salary by contribution assumption: employee only about $506,218 at 4% or $337,479 at 6%; with 50% employer match about $337,479 at 4% or $224,986 at 6%; with 100% employer match about $253,109 at 4% or $168,739 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-48$11,417,574$971,939$20,249iApproximate average salary by contribution assumption: employee only about $506,218 at 4% or $337,479 at 6%; with 50% employer match about $337,479 at 4% or $224,986 at 6%; with 100% employer match about $253,109 at 4% or $168,739 at 6%.
2024142$9,467,353$935,570$22,275iApproximate average salary by contribution assumption: employee only about $556,887 at 4% or $371,258 at 6%; with 50% employer match about $371,258 at 4% or $247,505 at 6%; with 100% employer match about $278,443 at 4% or $185,629 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-42$9,467,353$935,570$22,275iApproximate average salary by contribution assumption: employee only about $556,887 at 4% or $371,258 at 6%; with 50% employer match about $371,258 at 4% or $247,505 at 6%; with 100% employer match about $278,443 at 4% or $185,629 at 6%.
2023143$9,054,533$1,169,585$27,200iApproximate average salary by contribution assumption: employee only about $679,991 at 4% or $453,328 at 6%; with 50% employer match about $453,328 at 4% or $302,218 at 6%; with 100% employer match about $339,996 at 4% or $226,664 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-43$9,054,533$1,169,585$27,200iApproximate average salary by contribution assumption: employee only about $679,991 at 4% or $453,328 at 6%; with 50% employer match about $453,328 at 4% or $302,218 at 6%; with 100% employer match about $339,996 at 4% or $226,664 at 6%.
2022137$7,573,952$831,548$22,474iApproximate average salary by contribution assumption: employee only about $561,857 at 4% or $374,571 at 6%; with 50% employer match about $374,571 at 4% or $249,714 at 6%; with 100% employer match about $280,928 at 4% or $187,286 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-37$7,573,952$831,548$22,474iApproximate average salary by contribution assumption: employee only about $561,857 at 4% or $374,571 at 6%; with 50% employer match about $374,571 at 4% or $249,714 at 6%; with 100% employer match about $280,928 at 4% or $187,286 at 6%.
2021132$9,771,067$526,103$16,441iApproximate average salary by contribution assumption: employee only about $411,018 at 4% or $274,012 at 6%; with 50% employer match about $274,012 at 4% or $182,675 at 6%; with 100% employer match about $205,509 at 4% or $137,006 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-32$9,771,067$526,103$16,441iApproximate average salary by contribution assumption: employee only about $411,018 at 4% or $274,012 at 6%; with 50% employer match about $274,012 at 4% or $182,675 at 6%; with 100% employer match about $205,509 at 4% or $137,006 at 6%.
2020130$8,608,588$456,889$15,230iApproximate average salary by contribution assumption: employee only about $380,741 at 4% or $253,827 at 6%; with 50% employer match about $253,827 at 4% or $169,218 at 6%; with 100% employer match about $190,370 at 4% or $126,914 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-30$8,608,588$456,889$15,230iApproximate average salary by contribution assumption: employee only about $380,741 at 4% or $253,827 at 6%; with 50% employer match about $253,827 at 4% or $169,218 at 6%; with 100% employer match about $190,370 at 4% or $126,914 at 6%.
2019127$7,329,705$598,964$22,184iApproximate average salary by contribution assumption: employee only about $554,596 at 4% or $369,731 at 6%; with 50% employer match about $369,731 at 4% or $246,487 at 6%; with 100% employer match about $277,298 at 4% or $184,865 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-27$7,329,705$598,964$22,184iApproximate average salary by contribution assumption: employee only about $554,596 at 4% or $369,731 at 6%; with 50% employer match about $369,731 at 4% or $246,487 at 6%; with 100% employer match about $277,298 at 4% or $184,865 at 6%.
2018226$5,432,793$645,776$24,838iApproximate average salary by contribution assumption: employee only about $620,938 at 4% or $413,959 at 6%; with 50% employer match about $413,959 at 4% or $275,973 at 6%; with 100% employer match about $310,469 at 4% or $206,979 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-26$5,432,793$645,776$24,838iApproximate average salary by contribution assumption: employee only about $620,938 at 4% or $413,959 at 6%; with 50% employer match about $413,959 at 4% or $275,973 at 6%; with 100% employer match about $310,469 at 4% or $206,979 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-0$0--
2017223$9,036,299$839,051$36,480iApproximate average salary by contribution assumption: employee only about $912,012 at 4% or $608,008 at 6%; with 50% employer match about $608,008 at 4% or $405,339 at 6%; with 100% employer match about $456,006 at 4% or $304,004 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-23$5,333,821$362,042$15,741iApproximate average salary by contribution assumption: employee only about $393,524 at 4% or $262,349 at 6%; with 50% employer match about $262,349 at 4% or $174,900 at 6%; with 100% employer match about $196,762 at 4% or $131,175 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-19$3,702,478$477,009$25,106iApproximate average salary by contribution assumption: employee only about $627,643 at 4% or $418,429 at 6%; with 50% employer match about $418,429 at 4% or $278,953 at 6%; with 100% employer match about $313,822 at 4% or $209,214 at 6%.
2016221$7,079,109$827,165$39,389iApproximate average salary by contribution assumption: employee only about $984,720 at 4% or $656,480 at 6%; with 50% employer match about $656,480 at 4% or $437,653 at 6%; with 100% employer match about $492,360 at 4% or $328,240 at 6%.
Arbor Investment Management LLC 401(K) Profit Sharing Plan-21$4,173,101$435,284$20,728iApproximate average salary by contribution assumption: employee only about $518,195 at 4% or $345,463 at 6%; with 50% employer match about $345,463 at 4% or $230,309 at 6%; with 100% employer match about $259,098 at 4% or $172,732 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-16$2,906,008$391,881$24,493iApproximate average salary by contribution assumption: employee only about $612,314 at 4% or $408,209 at 6%; with 50% employer match about $408,209 at 4% or $272,140 at 6%; with 100% employer match about $306,157 at 4% or $204,105 at 6%.
2015117$2,358,687$280,000$16,471iApproximate average salary by contribution assumption: employee only about $411,765 at 4% or $274,510 at 6%; with 50% employer match about $274,510 at 4% or $183,007 at 6%; with 100% employer match about $205,882 at 4% or $137,255 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-17$2,358,687$280,000$16,471iApproximate average salary by contribution assumption: employee only about $411,765 at 4% or $274,510 at 6%; with 50% employer match about $274,510 at 4% or $183,007 at 6%; with 100% employer match about $205,882 at 4% or $137,255 at 6%.
2014115$2,174,657$232,000$15,467iApproximate average salary by contribution assumption: employee only about $386,667 at 4% or $257,778 at 6%; with 50% employer match about $257,778 at 4% or $171,852 at 6%; with 100% employer match about $193,333 at 4% or $128,889 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-15$2,174,657$232,000$15,467iApproximate average salary by contribution assumption: employee only about $386,667 at 4% or $257,778 at 6%; with 50% employer match about $257,778 at 4% or $171,852 at 6%; with 100% employer match about $193,333 at 4% or $128,889 at 6%.
2013115$1,879,582$131,000$8,733iApproximate average salary by contribution assumption: employee only about $218,333 at 4% or $145,556 at 6%; with 50% employer match about $145,556 at 4% or $97,037 at 6%; with 100% employer match about $109,167 at 4% or $72,778 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-15$1,879,582$131,000$8,733iApproximate average salary by contribution assumption: employee only about $218,333 at 4% or $145,556 at 6%; with 50% employer match about $145,556 at 4% or $97,037 at 6%; with 100% employer match about $109,167 at 4% or $72,778 at 6%.
2012115$1,605,829$196,000$13,067iApproximate average salary by contribution assumption: employee only about $326,667 at 4% or $217,778 at 6%; with 50% employer match about $217,778 at 4% or $145,185 at 6%; with 100% employer match about $163,333 at 4% or $108,889 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-15$1,605,829$196,000$13,067iApproximate average salary by contribution assumption: employee only about $326,667 at 4% or $217,778 at 6%; with 50% employer match about $217,778 at 4% or $145,185 at 6%; with 100% employer match about $163,333 at 4% or $108,889 at 6%.
2011113$1,284,303$256,000$19,692iApproximate average salary by contribution assumption: employee only about $492,308 at 4% or $328,205 at 6%; with 50% employer match about $328,205 at 4% or $218,803 at 6%; with 100% employer match about $246,154 at 4% or $164,103 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-13$1,284,303$256,000$19,692iApproximate average salary by contribution assumption: employee only about $492,308 at 4% or $328,205 at 6%; with 50% employer match about $328,205 at 4% or $218,803 at 6%; with 100% employer match about $246,154 at 4% or $164,103 at 6%.
2010115$1,049,027$205,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-15$1,049,027$205,000$13,667iApproximate average salary by contribution assumption: employee only about $341,667 at 4% or $227,778 at 6%; with 50% employer match about $227,778 at 4% or $151,852 at 6%; with 100% employer match about $170,833 at 4% or $113,889 at 6%.
2009114$779,684$250,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-14$779,684$250,000$17,857iApproximate average salary by contribution assumption: employee only about $446,429 at 4% or $297,619 at 6%; with 50% employer match about $297,619 at 4% or $198,413 at 6%; with 100% employer match about $223,214 at 4% or $148,810 at 6%.
2008111$477,292$269,135$24,467iApproximate average salary by contribution assumption: employee only about $611,670 at 4% or $407,780 at 6%; with 50% employer match about $407,780 at 4% or $271,854 at 6%; with 100% employer match about $305,835 at 4% or $203,890 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-11$477,292$269,135$24,467iApproximate average salary by contribution assumption: employee only about $611,670 at 4% or $407,780 at 6%; with 50% employer match about $407,780 at 4% or $271,854 at 6%; with 100% employer match about $305,835 at 4% or $203,890 at 6%.
2007110$281,958$144,529$14,453iApproximate average salary by contribution assumption: employee only about $361,323 at 4% or $240,882 at 6%; with 50% employer match about $240,882 at 4% or $160,588 at 6%; with 100% employer match about $180,661 at 4% or $120,441 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-10$281,958$144,529$14,453iApproximate average salary by contribution assumption: employee only about $361,323 at 4% or $240,882 at 6%; with 50% employer match about $240,882 at 4% or $160,588 at 6%; with 100% employer match about $180,661 at 4% or $120,441 at 6%.
200618$138,295$138,295$17,287iApproximate average salary by contribution assumption: employee only about $432,172 at 4% or $288,115 at 6%; with 50% employer match about $288,115 at 4% or $192,076 at 6%; with 100% employer match about $216,086 at 4% or $144,057 at 6%.
ARBOR INVESTMENT MANAGEMENT, LLC RETIREMENT PLAN-8$138,295$138,295$17,287iApproximate average salary by contribution assumption: employee only about $432,172 at 4% or $288,115 at 6%; with 50% employer match about $288,115 at 4% or $192,076 at 6%; with 100% employer match about $216,086 at 4% or $144,057 at 6%.