Civic Intelligence

Sl Sachs Financial Services Ltd.

Plan context: Sl Sachs Financial Services Ltd. Retirement Plan

EIN 20-5566440 • Arlington Heights, IL • 18 filings • 2 plans

3115 N Windsor DriveArlington Heights, IL 60004
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,369,036

2024 Contributions

$188,361

Historical Graphs

Total Assets Over Time

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

$1,369,036$684,518$0201320192024YearValue
$1,369,036Latest year 2024

Participants Over Time

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

210201320192024YearValue
2Latest 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
202422$1,369,036$188,361$94,181iApproximate average salary by contribution assumption: employee only about $2,354,513 at 4% or $1,569,675 at 6%; with 50% employer match about $1,569,675 at 4% or $1,046,450 at 6%; with 100% employer match about $1,177,256 at 4% or $784,838 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$1,118,041$58,361$29,181iApproximate average salary by contribution assumption: employee only about $729,513 at 4% or $486,342 at 6%; with 50% employer match about $486,342 at 4% or $324,228 at 6%; with 100% employer match about $364,756 at 4% or $243,171 at 6%.
SL SACHS FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN AND TRUST-2$250,995$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
202322$1,078,722$133,337$66,669iApproximate average salary by contribution assumption: employee only about $1,666,713 at 4% or $1,111,142 at 6%; with 50% employer match about $1,111,142 at 4% or $740,761 at 6%; with 100% employer match about $833,356 at 4% or $555,571 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$886,077$56,824$28,412iApproximate average salary by contribution assumption: employee only about $710,300 at 4% or $473,533 at 6%; with 50% employer match about $473,533 at 4% or $315,689 at 6%; with 100% employer match about $355,150 at 4% or $236,767 at 6%.
SL SACHS FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN AND TRUST-2$192,645$76,513$38,257iApproximate average salary by contribution assumption: employee only about $956,413 at 4% or $637,608 at 6%; with 50% employer match about $637,608 at 4% or $425,072 at 6%; with 100% employer match about $478,206 at 4% or $318,804 at 6%.
202222$779,078$156,600$78,300iApproximate average salary by contribution assumption: employee only about $1,957,500 at 4% or $1,305,000 at 6%; with 50% employer match about $1,305,000 at 4% or $870,000 at 6%; with 100% employer match about $978,750 at 4% or $652,500 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$610,885$41,600$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
SL SACHS FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN AND TRUST-2$168,193$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
202122$1,195,169$154,725$77,363iApproximate average salary by contribution assumption: employee only about $1,934,063 at 4% or $1,289,375 at 6%; with 50% employer match about $1,289,375 at 4% or $859,583 at 6%; with 100% employer match about $967,031 at 4% or $644,688 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$793,276$39,725$19,863iApproximate average salary by contribution assumption: employee only about $496,563 at 4% or $331,042 at 6%; with 50% employer match about $331,042 at 4% or $220,694 at 6%; with 100% employer match about $248,281 at 4% or $165,521 at 6%.
SL SACHS FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN AND TRUST-2$401,893$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
202022$893,797$152,400$76,200iApproximate average salary by contribution assumption: employee only about $1,905,000 at 4% or $1,270,000 at 6%; with 50% employer match about $1,270,000 at 4% or $846,667 at 6%; with 100% employer match about $952,500 at 4% or $635,000 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$635,971$37,400$18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%.
SL SACHS FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN AND TRUST-2$257,826$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
201922$821,846$151,100$75,550iApproximate average salary by contribution assumption: employee only about $1,888,750 at 4% or $1,259,167 at 6%; with 50% employer match about $1,259,167 at 4% or $839,444 at 6%; with 100% employer match about $944,375 at 4% or $629,583 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$706,250$36,100$18,050iApproximate average salary by contribution assumption: employee only about $451,250 at 4% or $300,833 at 6%; with 50% employer match about $300,833 at 4% or $200,556 at 6%; with 100% employer match about $225,625 at 4% or $150,417 at 6%.
SL SACHS FINANCIAL SERVICES, LTD. CASH BALANCE PENSION PLAN AND TRUST-2$115,596$115,000$57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%.
201812$486,217$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$486,217$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201712$539,680$64,500$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$539,680$64,500$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
201612$441,472$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$441,472$62,000$31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%.
201512$345,844$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$345,844$65,000$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
201412$306,531$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$306,531$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
201312$313,279$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
Sl Sachs Financial Services Ltd. Retirement Plan-2$313,279$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.