Civic Intelligence

Generation Financial Mortgage LL

Plan context: Generation Financial Mortgage 401K Plan

EIN 20-5289665 • Chicago, IL • 11 filings • 2 plans

227 West Monroe StreetSuite 4900Chicago, IL 60606-4900
Current Snapshot

Latest Year

2016

2016 Participants

12

2016 Assets

$885,239

2016 Contributions

$1,439

Historical Graphs

Total Assets Over Time

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

$2,417,902$1,208,951$0200620112015YearValue
$885,239Latest year 2015

Participants Over Time

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

2711360200620112015YearValue
12Latest year 2015

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
201610$0$1,439-
Generation Financial Mortgage 401K Plan-0-$1,439-
2015112$885,239$329,864$27,489iApproximate average salary by contribution assumption: employee only about $687,217 at 4% or $458,144 at 6%; with 50% employer match about $458,144 at 4% or $305,430 at 6%; with 100% employer match about $343,608 at 4% or $229,072 at 6%.
Generation Financial Mortgage 401K Plan-12$885,239$329,864$27,489iApproximate average salary by contribution assumption: employee only about $687,217 at 4% or $458,144 at 6%; with 50% employer match about $458,144 at 4% or $305,430 at 6%; with 100% employer match about $343,608 at 4% or $229,072 at 6%.
20141178$2,417,902$708,594$3,981iApproximate average salary by contribution assumption: employee only about $99,522 at 4% or $66,348 at 6%; with 50% employer match about $66,348 at 4% or $44,232 at 6%; with 100% employer match about $49,761 at 4% or $33,174 at 6%.
Generation Financial Mortgage 401K Plan-178$2,417,902$708,594$3,981iApproximate average salary by contribution assumption: employee only about $99,522 at 4% or $66,348 at 6%; with 50% employer match about $66,348 at 4% or $44,232 at 6%; with 100% employer match about $49,761 at 4% or $33,174 at 6%.
20131271$2,104,313$767,083$2,831iApproximate average salary by contribution assumption: employee only about $70,764 at 4% or $47,176 at 6%; with 50% employer match about $47,176 at 4% or $31,451 at 6%; with 100% employer match about $35,382 at 4% or $23,588 at 6%.
Generation Financial Mortgage 401K Plan-271$2,104,313$767,083$2,831iApproximate average salary by contribution assumption: employee only about $70,764 at 4% or $47,176 at 6%; with 50% employer match about $47,176 at 4% or $31,451 at 6%; with 100% employer match about $35,382 at 4% or $23,588 at 6%.
20121246$1,590,899$655,919$2,666iApproximate average salary by contribution assumption: employee only about $66,658 at 4% or $44,439 at 6%; with 50% employer match about $44,439 at 4% or $29,626 at 6%; with 100% employer match about $33,329 at 4% or $22,219 at 6%.
Generation Financial Mortgage 401K Plan-246$1,590,899$655,919$2,666iApproximate average salary by contribution assumption: employee only about $66,658 at 4% or $44,439 at 6%; with 50% employer match about $44,439 at 4% or $29,626 at 6%; with 100% employer match about $33,329 at 4% or $22,219 at 6%.
20111236$1,548,326$344,762$1,461iApproximate average salary by contribution assumption: employee only about $36,521 at 4% or $24,348 at 6%; with 50% employer match about $24,348 at 4% or $16,232 at 6%; with 100% employer match about $18,261 at 4% or $12,174 at 6%.
Generation Financial Mortgage 401K Plan-236$1,548,326$344,762$1,461iApproximate average salary by contribution assumption: employee only about $36,521 at 4% or $24,348 at 6%; with 50% employer match about $24,348 at 4% or $16,232 at 6%; with 100% employer match about $18,261 at 4% or $12,174 at 6%.
20101221$1,520,483$380,866$1,723iApproximate average salary by contribution assumption: employee only about $43,084 at 4% or $28,723 at 6%; with 50% employer match about $28,723 at 4% or $19,149 at 6%; with 100% employer match about $21,542 at 4% or $14,361 at 6%.
Generation Financial Mortgage 401K Plan-221$1,520,483$380,866$1,723iApproximate average salary by contribution assumption: employee only about $43,084 at 4% or $28,723 at 6%; with 50% employer match about $28,723 at 4% or $19,149 at 6%; with 100% employer match about $21,542 at 4% or $14,361 at 6%.
20091195$1,323,990$407,068$2,088iApproximate average salary by contribution assumption: employee only about $52,188 at 4% or $34,792 at 6%; with 50% employer match about $34,792 at 4% or $23,195 at 6%; with 100% employer match about $26,094 at 4% or $17,396 at 6%.
Generation Financial Mortgage 401K Plan-195$1,323,990$407,068$2,088iApproximate average salary by contribution assumption: employee only about $52,188 at 4% or $34,792 at 6%; with 50% employer match about $34,792 at 4% or $23,195 at 6%; with 100% employer match about $26,094 at 4% or $17,396 at 6%.
20081236$816,644$669,752$2,838iApproximate average salary by contribution assumption: employee only about $70,948 at 4% or $47,299 at 6%; with 50% employer match about $47,299 at 4% or $31,533 at 6%; with 100% employer match about $35,474 at 4% or $23,649 at 6%.
Generation Financial Mortgage 401K Plan-236$816,644$669,752$2,838iApproximate average salary by contribution assumption: employee only about $70,948 at 4% or $47,299 at 6%; with 50% employer match about $47,299 at 4% or $31,533 at 6%; with 100% employer match about $35,474 at 4% or $23,649 at 6%.
20071229$0$0-
Generation Financial Mortgage 401K Plan-229---
2006143$62,993$61,831$1,438iApproximate average salary by contribution assumption: employee only about $35,948 at 4% or $23,966 at 6%; with 50% employer match about $23,966 at 4% or $15,977 at 6%; with 100% employer match about $17,974 at 4% or $11,983 at 6%.
Generation Financial Mortgage 401K Plan-43$62,993$61,831$1,438iApproximate average salary by contribution assumption: employee only about $35,948 at 4% or $23,966 at 6%; with 50% employer match about $23,966 at 4% or $15,977 at 6%; with 100% employer match about $17,974 at 4% or $11,983 at 6%.