Civic Intelligence

Tricor Us Management Inc.

Plan context: Tricor Us Management Inc. 401(K) Retirement Plan

EIN 20-8196163 • Lake Forest, IL • 14 filings • 2 plans

225 East Deerpath RoadSuite 200Lake Forest, IL 60045
Current Snapshot

Latest Year

2023

2023 Participants

11

2023 Assets

$4,006,219

2023 Contributions

$34,470

Historical Graphs

Total Assets Over Time

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

$4,772,198$2,386,099$0201020162022YearValue
$4,006,219Latest year 2022

Participants Over Time

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

1160201020162022YearValue
11Latest year 2022

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
202310$0$34,470-
Tricor Us Management Inc. 401(K) Retirement Plan-0$0$34,470-
2022111$4,006,219$125,800$11,436iApproximate average salary by contribution assumption: employee only about $285,909 at 4% or $190,606 at 6%; with 50% employer match about $190,606 at 4% or $127,071 at 6%; with 100% employer match about $142,955 at 4% or $95,303 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-11$4,006,219$125,800$11,436iApproximate average salary by contribution assumption: employee only about $285,909 at 4% or $190,606 at 6%; with 50% employer match about $190,606 at 4% or $127,071 at 6%; with 100% employer match about $142,955 at 4% or $95,303 at 6%.
2021111$4,772,198$336,825$30,620iApproximate average salary by contribution assumption: employee only about $765,511 at 4% or $510,341 at 6%; with 50% employer match about $510,341 at 4% or $340,227 at 6%; with 100% employer match about $382,756 at 4% or $255,170 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-11$4,772,198$336,825$30,620iApproximate average salary by contribution assumption: employee only about $765,511 at 4% or $510,341 at 6%; with 50% employer match about $510,341 at 4% or $340,227 at 6%; with 100% employer match about $382,756 at 4% or $255,170 at 6%.
2020111$3,845,676$359,011$32,637iApproximate average salary by contribution assumption: employee only about $815,934 at 4% or $543,956 at 6%; with 50% employer match about $543,956 at 4% or $362,637 at 6%; with 100% employer match about $407,967 at 4% or $271,978 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-11$3,845,676$359,011$32,637iApproximate average salary by contribution assumption: employee only about $815,934 at 4% or $543,956 at 6%; with 50% employer match about $543,956 at 4% or $362,637 at 6%; with 100% employer match about $407,967 at 4% or $271,978 at 6%.
2019110$3,216,835$354,843$35,484iApproximate average salary by contribution assumption: employee only about $887,108 at 4% or $591,405 at 6%; with 50% employer match about $591,405 at 4% or $394,270 at 6%; with 100% employer match about $443,554 at 4% or $295,703 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-10$3,216,835$354,843$35,484iApproximate average salary by contribution assumption: employee only about $887,108 at 4% or $591,405 at 6%; with 50% employer match about $591,405 at 4% or $394,270 at 6%; with 100% employer match about $443,554 at 4% or $295,703 at 6%.
2018111$2,327,190$353,161$32,106iApproximate average salary by contribution assumption: employee only about $802,639 at 4% or $535,092 at 6%; with 50% employer match about $535,092 at 4% or $356,728 at 6%; with 100% employer match about $401,319 at 4% or $267,546 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-11$2,327,190$353,161$32,106iApproximate average salary by contribution assumption: employee only about $802,639 at 4% or $535,092 at 6%; with 50% employer match about $535,092 at 4% or $356,728 at 6%; with 100% employer match about $401,319 at 4% or $267,546 at 6%.
2017111$2,170,733$352,682$32,062iApproximate average salary by contribution assumption: employee only about $801,550 at 4% or $534,367 at 6%; with 50% employer match about $534,367 at 4% or $356,244 at 6%; with 100% employer match about $400,775 at 4% or $267,183 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-11$2,170,733$352,682$32,062iApproximate average salary by contribution assumption: employee only about $801,550 at 4% or $534,367 at 6%; with 50% employer match about $534,367 at 4% or $356,244 at 6%; with 100% employer match about $400,775 at 4% or $267,183 at 6%.
201619$1,544,148$287,529$31,948iApproximate average salary by contribution assumption: employee only about $798,692 at 4% or $532,461 at 6%; with 50% employer match about $532,461 at 4% or $354,974 at 6%; with 100% employer match about $399,346 at 4% or $266,231 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-9$1,544,148$287,529$31,948iApproximate average salary by contribution assumption: employee only about $798,692 at 4% or $532,461 at 6%; with 50% employer match about $532,461 at 4% or $354,974 at 6%; with 100% employer match about $399,346 at 4% or $266,231 at 6%.
201519$1,117,191$291,903$32,434iApproximate average salary by contribution assumption: employee only about $810,842 at 4% or $540,561 at 6%; with 50% employer match about $540,561 at 4% or $360,374 at 6%; with 100% employer match about $405,421 at 4% or $270,281 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-9$1,117,191$291,903$32,434iApproximate average salary by contribution assumption: employee only about $810,842 at 4% or $540,561 at 6%; with 50% employer match about $540,561 at 4% or $360,374 at 6%; with 100% employer match about $405,421 at 4% or $270,281 at 6%.
201418$855,639$130,850$16,356iApproximate average salary by contribution assumption: employee only about $408,906 at 4% or $272,604 at 6%; with 50% employer match about $272,604 at 4% or $181,736 at 6%; with 100% employer match about $204,453 at 4% or $136,302 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-8$855,639$130,850$16,356iApproximate average salary by contribution assumption: employee only about $408,906 at 4% or $272,604 at 6%; with 50% employer match about $272,604 at 4% or $181,736 at 6%; with 100% employer match about $204,453 at 4% or $136,302 at 6%.
201317$668,892$133,035$19,005iApproximate average salary by contribution assumption: employee only about $475,125 at 4% or $316,750 at 6%; with 50% employer match about $316,750 at 4% or $211,167 at 6%; with 100% employer match about $237,563 at 4% or $158,375 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-7$668,892$133,035$19,005iApproximate average salary by contribution assumption: employee only about $475,125 at 4% or $316,750 at 6%; with 50% employer match about $316,750 at 4% or $211,167 at 6%; with 100% employer match about $237,563 at 4% or $158,375 at 6%.
201217$434,013$141,691$20,242iApproximate average salary by contribution assumption: employee only about $506,039 at 4% or $337,360 at 6%; with 50% employer match about $337,360 at 4% or $224,906 at 6%; with 100% employer match about $253,020 at 4% or $168,680 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-7$434,013$141,691$20,242iApproximate average salary by contribution assumption: employee only about $506,039 at 4% or $337,360 at 6%; with 50% employer match about $337,360 at 4% or $224,906 at 6%; with 100% employer match about $253,020 at 4% or $168,680 at 6%.
201116$247,504$128,261$21,377iApproximate average salary by contribution assumption: employee only about $534,421 at 4% or $356,281 at 6%; with 50% employer match about $356,281 at 4% or $237,520 at 6%; with 100% employer match about $267,210 at 4% or $178,140 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-6$247,504$128,261$21,377iApproximate average salary by contribution assumption: employee only about $534,421 at 4% or $356,281 at 6%; with 50% employer match about $356,281 at 4% or $237,520 at 6%; with 100% employer match about $267,210 at 4% or $178,140 at 6%.
201015$126,993$124,750$24,950iApproximate average salary by contribution assumption: employee only about $623,750 at 4% or $415,833 at 6%; with 50% employer match about $415,833 at 4% or $277,222 at 6%; with 100% employer match about $311,875 at 4% or $207,917 at 6%.
Tricor Us Management Inc. 401(K) Retirement Plan-5$126,993$124,750$24,950iApproximate average salary by contribution assumption: employee only about $623,750 at 4% or $415,833 at 6%; with 50% employer match about $415,833 at 4% or $277,222 at 6%; with 100% employer match about $311,875 at 4% or $207,917 at 6%.