Civic Intelligence

Voyage Financial Group LLC

Plan context: Voyage Financial Group LLC 401(K) Plan

EIN 20-5228781 • Lisle, IL • 18 filings • 3 plans

1011 Warrenville RoadSuite 225Lisle, IL 60532
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$6,443,487

2024 Contributions

$283,398

Historical Graphs

Total Assets Over Time

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

$6,443,487$3,221,744$0200820162024YearValue
$6,443,487Latest year 2024

Participants Over Time

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

1470200720162024YearValue
14Latest 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
2024114$6,443,487$283,398$20,243iApproximate average salary by contribution assumption: employee only about $506,068 at 4% or $337,379 at 6%; with 50% employer match about $337,379 at 4% or $224,919 at 6%; with 100% employer match about $253,034 at 4% or $168,689 at 6%.
Voyage Financial Group LLC 401(K) Plan-14$6,443,487$283,398$20,243iApproximate average salary by contribution assumption: employee only about $506,068 at 4% or $337,379 at 6%; with 50% employer match about $337,379 at 4% or $224,919 at 6%; with 100% employer match about $253,034 at 4% or $168,689 at 6%.
2023114$5,532,063$257,601$18,400iApproximate average salary by contribution assumption: employee only about $460,002 at 4% or $306,668 at 6%; with 50% employer match about $306,668 at 4% or $204,445 at 6%; with 100% employer match about $230,001 at 4% or $153,334 at 6%.
Voyage Financial Group LLC 401(K) Plan-14$5,532,063$257,601$18,400iApproximate average salary by contribution assumption: employee only about $460,002 at 4% or $306,668 at 6%; with 50% employer match about $306,668 at 4% or $204,445 at 6%; with 100% employer match about $230,001 at 4% or $153,334 at 6%.
2022114$4,631,093$329,981$23,570iApproximate average salary by contribution assumption: employee only about $589,252 at 4% or $392,835 at 6%; with 50% employer match about $392,835 at 4% or $261,890 at 6%; with 100% employer match about $294,626 at 4% or $196,417 at 6%.
Voyage Financial Group LLC 401(K) Plan-14$4,631,093$329,981$23,570iApproximate average salary by contribution assumption: employee only about $589,252 at 4% or $392,835 at 6%; with 50% employer match about $392,835 at 4% or $261,890 at 6%; with 100% employer match about $294,626 at 4% or $196,417 at 6%.
2021112$4,855,173$301,612$25,134iApproximate average salary by contribution assumption: employee only about $628,358 at 4% or $418,906 at 6%; with 50% employer match about $418,906 at 4% or $279,270 at 6%; with 100% employer match about $314,179 at 4% or $209,453 at 6%.
Voyage Financial Group LLC 401(K) Plan-12$4,855,173$301,612$25,134iApproximate average salary by contribution assumption: employee only about $628,358 at 4% or $418,906 at 6%; with 50% employer match about $418,906 at 4% or $279,270 at 6%; with 100% employer match about $314,179 at 4% or $209,453 at 6%.
2020112$3,973,534$269,228$22,436iApproximate average salary by contribution assumption: employee only about $560,892 at 4% or $373,928 at 6%; with 50% employer match about $373,928 at 4% or $249,285 at 6%; with 100% employer match about $280,446 at 4% or $186,964 at 6%.
Voyage Financial Group LLC 401(K) Plan-12$3,973,534$269,228$22,436iApproximate average salary by contribution assumption: employee only about $560,892 at 4% or $373,928 at 6%; with 50% employer match about $373,928 at 4% or $249,285 at 6%; with 100% employer match about $280,446 at 4% or $186,964 at 6%.
2019111$2,967,568$246,678$22,425iApproximate average salary by contribution assumption: employee only about $560,632 at 4% or $373,755 at 6%; with 50% employer match about $373,755 at 4% or $249,170 at 6%; with 100% employer match about $280,316 at 4% or $186,877 at 6%.
Voyage Financial Group LLC 401(K) Plan-11$2,967,568$246,678$22,425iApproximate average salary by contribution assumption: employee only about $560,632 at 4% or $373,755 at 6%; with 50% employer match about $373,755 at 4% or $249,170 at 6%; with 100% employer match about $280,316 at 4% or $186,877 at 6%.
2018111$2,369,361$236,578$21,507iApproximate average salary by contribution assumption: employee only about $537,677 at 4% or $358,452 at 6%; with 50% employer match about $358,452 at 4% or $238,968 at 6%; with 100% employer match about $268,839 at 4% or $179,226 at 6%.
Voyage Financial Group LLC 401(K) Plan-11$2,369,361$236,578$21,507iApproximate average salary by contribution assumption: employee only about $537,677 at 4% or $358,452 at 6%; with 50% employer match about $358,452 at 4% or $238,968 at 6%; with 100% employer match about $268,839 at 4% or $179,226 at 6%.
2017110$2,319,839$221,896$22,190iApproximate average salary by contribution assumption: employee only about $554,740 at 4% or $369,827 at 6%; with 50% employer match about $369,827 at 4% or $246,551 at 6%; with 100% employer match about $277,370 at 4% or $184,913 at 6%.
Voyage Financial Group LLC 401(K) Plan-10$2,319,839$221,896$22,190iApproximate average salary by contribution assumption: employee only about $554,740 at 4% or $369,827 at 6%; with 50% employer match about $369,827 at 4% or $246,551 at 6%; with 100% employer match about $277,370 at 4% or $184,913 at 6%.
2016111$1,790,083$211,060$19,187iApproximate average salary by contribution assumption: employee only about $479,682 at 4% or $319,788 at 6%; with 50% employer match about $319,788 at 4% or $213,192 at 6%; with 100% employer match about $239,841 at 4% or $159,894 at 6%.
Voyage Financial Group LLC 401(K) Plan-11$1,790,083$211,060$19,187iApproximate average salary by contribution assumption: employee only about $479,682 at 4% or $319,788 at 6%; with 50% employer match about $319,788 at 4% or $213,192 at 6%; with 100% employer match about $239,841 at 4% or $159,894 at 6%.
2015110$1,491,257$189,798$18,980iApproximate average salary by contribution assumption: employee only about $474,495 at 4% or $316,330 at 6%; with 50% employer match about $316,330 at 4% or $210,887 at 6%; with 100% employer match about $237,248 at 4% or $158,165 at 6%.
Voyage Financial Group LLC 401(K) Plan-10$1,491,257$189,798$18,980iApproximate average salary by contribution assumption: employee only about $474,495 at 4% or $316,330 at 6%; with 50% employer match about $316,330 at 4% or $210,887 at 6%; with 100% employer match about $237,248 at 4% or $158,165 at 6%.
201419$1,267,375$153,126$17,014iApproximate average salary by contribution assumption: employee only about $425,350 at 4% or $283,567 at 6%; with 50% employer match about $283,567 at 4% or $189,044 at 6%; with 100% employer match about $212,675 at 4% or $141,783 at 6%.
Voyage Financial Group LLC 401(K) Plan-9$1,267,375$153,126$17,014iApproximate average salary by contribution assumption: employee only about $425,350 at 4% or $283,567 at 6%; with 50% employer match about $283,567 at 4% or $189,044 at 6%; with 100% employer match about $212,675 at 4% or $141,783 at 6%.
201319$1,073,377$128,823$14,314iApproximate average salary by contribution assumption: employee only about $357,842 at 4% or $238,561 at 6%; with 50% employer match about $238,561 at 4% or $159,041 at 6%; with 100% employer match about $178,921 at 4% or $119,281 at 6%.
Voyage Financial Group LLC 401(K) Plan-9$1,073,377$128,823$14,314iApproximate average salary by contribution assumption: employee only about $357,842 at 4% or $238,561 at 6%; with 50% employer match about $238,561 at 4% or $159,041 at 6%; with 100% employer match about $178,921 at 4% or $119,281 at 6%.
201218$798,755$137,400$17,175iApproximate average salary by contribution assumption: employee only about $429,375 at 4% or $286,250 at 6%; with 50% employer match about $286,250 at 4% or $190,833 at 6%; with 100% employer match about $214,688 at 4% or $143,125 at 6%.
Voyage Financial Group LLC 401(K) Plan-8$798,755$137,400$17,175iApproximate average salary by contribution assumption: employee only about $429,375 at 4% or $286,250 at 6%; with 50% employer match about $286,250 at 4% or $190,833 at 6%; with 100% employer match about $214,688 at 4% or $143,125 at 6%.
201118$572,787$147,865$18,483iApproximate average salary by contribution assumption: employee only about $462,078 at 4% or $308,052 at 6%; with 50% employer match about $308,052 at 4% or $205,368 at 6%; with 100% employer match about $231,039 at 4% or $154,026 at 6%.
Voyage Financial Group LLC 401(K) Plan-8$572,787$147,865$18,483iApproximate average salary by contribution assumption: employee only about $462,078 at 4% or $308,052 at 6%; with 50% employer match about $308,052 at 4% or $205,368 at 6%; with 100% employer match about $231,039 at 4% or $154,026 at 6%.
201017$455,037$65,588$9,370iApproximate average salary by contribution assumption: employee only about $234,243 at 4% or $156,162 at 6%; with 50% employer match about $156,162 at 4% or $104,108 at 6%; with 100% employer match about $117,121 at 4% or $78,081 at 6%.
Voyage Financial Group LLC 401(K) Plan-7$455,037$65,588$9,370iApproximate average salary by contribution assumption: employee only about $234,243 at 4% or $156,162 at 6%; with 50% employer match about $156,162 at 4% or $104,108 at 6%; with 100% employer match about $117,121 at 4% or $78,081 at 6%.
200917$363,884$140,007$20,001iApproximate average salary by contribution assumption: employee only about $500,025 at 4% or $333,350 at 6%; with 50% employer match about $333,350 at 4% or $222,233 at 6%; with 100% employer match about $250,013 at 4% or $166,675 at 6%.
Voyage Financial Group LLC 401(K) Plan-7$363,884$140,007$20,001iApproximate average salary by contribution assumption: employee only about $500,025 at 4% or $333,350 at 6%; with 50% employer match about $333,350 at 4% or $222,233 at 6%; with 100% employer match about $250,013 at 4% or $166,675 at 6%.
200814$194,868$121,151$30,288iApproximate average salary by contribution assumption: employee only about $757,194 at 4% or $504,796 at 6%; with 50% employer match about $504,796 at 4% or $336,531 at 6%; with 100% employer match about $378,597 at 4% or $252,398 at 6%.
Voyage Financial Group LLC 401(K) Plan-4$194,868$121,151$30,288iApproximate average salary by contribution assumption: employee only about $757,194 at 4% or $504,796 at 6%; with 50% employer match about $504,796 at 4% or $336,531 at 6%; with 100% employer match about $378,597 at 4% or $252,398 at 6%.
200714$0$0-
Voyage Financial Group LLC 401(K) Plan-4---