Civic Intelligence

Allgate Financial LLC

Plan context: Allgate Financial LLC Cash Balance Pension Plan & Trust

EIN 20-8428330 • Evanston, IL • 20 filings • 4 plans

820 Davis Street, Suite 453Evanston, IL 60201
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$4,435,832

2024 Contributions

$43,611

Historical Graphs

Total Assets Over Time

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

$4,435,832$2,217,916$0201520202024YearValue
$4,435,832Latest year 2024

Participants Over Time

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

1160201520202024YearValue
9Latest 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
202429$4,435,832$43,611$4,846iApproximate average salary by contribution assumption: employee only about $121,142 at 4% or $80,761 at 6%; with 50% employer match about $80,761 at 4% or $53,841 at 6%; with 100% employer match about $60,571 at 4% or $40,381 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-8$3,511,316--
ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST-9$924,516$43,611$4,846iApproximate average salary by contribution assumption: employee only about $121,142 at 4% or $80,761 at 6%; with 50% employer match about $80,761 at 4% or $53,841 at 6%; with 100% employer match about $60,571 at 4% or $40,381 at 6%.
2023210$3,929,947$78,462$7,846iApproximate average salary by contribution assumption: employee only about $196,155 at 4% or $130,770 at 6%; with 50% employer match about $130,770 at 4% or $87,180 at 6%; with 100% employer match about $98,078 at 4% or $65,385 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-8$3,116,123--
ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST-10$813,824$78,462$7,846iApproximate average salary by contribution assumption: employee only about $196,155 at 4% or $130,770 at 6%; with 50% employer match about $130,770 at 4% or $87,180 at 6%; with 100% employer match about $98,078 at 4% or $65,385 at 6%.
2022211$3,454,862$557,606$50,691iApproximate average salary by contribution assumption: employee only about $1,267,286 at 4% or $844,858 at 6%; with 50% employer match about $844,858 at 4% or $563,238 at 6%; with 100% employer match about $633,643 at 4% or $422,429 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-8$2,788,387$424,504$53,063iApproximate average salary by contribution assumption: employee only about $1,326,575 at 4% or $884,383 at 6%; with 50% employer match about $884,383 at 4% or $589,589 at 6%; with 100% employer match about $663,288 at 4% or $442,192 at 6%.
ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST-11$666,475$133,102$12,100iApproximate average salary by contribution assumption: employee only about $302,505 at 4% or $201,670 at 6%; with 50% employer match about $201,670 at 4% or $134,446 at 6%; with 100% employer match about $151,252 at 4% or $100,835 at 6%.
202128$3,093,915$780,546$97,568iApproximate average salary by contribution assumption: employee only about $2,439,206 at 4% or $1,626,138 at 6%; with 50% employer match about $1,626,138 at 4% or $1,084,092 at 6%; with 100% employer match about $1,219,603 at 4% or $813,069 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-6$2,482,063$668,273$111,379iApproximate average salary by contribution assumption: employee only about $2,784,471 at 4% or $1,856,314 at 6%; with 50% employer match about $1,856,314 at 4% or $1,237,543 at 6%; with 100% employer match about $1,392,235 at 4% or $928,157 at 6%.
ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST-8$611,852$112,273$14,034iApproximate average salary by contribution assumption: employee only about $350,853 at 4% or $233,902 at 6%; with 50% employer match about $233,902 at 4% or $155,935 at 6%; with 100% employer match about $175,427 at 4% or $116,951 at 6%.
202028$2,137,590$159,576$19,947iApproximate average salary by contribution assumption: employee only about $498,675 at 4% or $332,450 at 6%; with 50% employer match about $332,450 at 4% or $221,633 at 6%; with 100% employer match about $249,338 at 4% or $166,225 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-6$1,667,248--
ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST-8$470,342$159,576$19,947iApproximate average salary by contribution assumption: employee only about $498,675 at 4% or $332,450 at 6%; with 50% employer match about $332,450 at 4% or $221,633 at 6%; with 100% employer match about $249,338 at 4% or $166,225 at 6%.
201927$1,787,841$692,256$98,894iApproximate average salary by contribution assumption: employee only about $2,472,343 at 4% or $1,648,229 at 6%; with 50% employer match about $1,648,229 at 4% or $1,098,819 at 6%; with 100% employer match about $1,236,171 at 4% or $824,114 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-4$1,508,672$595,398$148,850iApproximate average salary by contribution assumption: employee only about $3,721,238 at 4% or $2,480,825 at 6%; with 50% employer match about $2,480,825 at 4% or $1,653,883 at 6%; with 100% employer match about $1,860,619 at 4% or $1,240,413 at 6%.
ALLGATE FINANCIAL LLC 401(K) PLAN & TRUST-7$279,169$96,858$13,837iApproximate average salary by contribution assumption: employee only about $345,921 at 4% or $230,614 at 6%; with 50% employer match about $230,614 at 4% or $153,743 at 6%; with 100% employer match about $172,961 at 4% or $115,307 at 6%.
201826$1,054,620$242,292$40,382iApproximate average salary by contribution assumption: employee only about $1,009,550 at 4% or $673,033 at 6%; with 50% employer match about $673,033 at 4% or $448,689 at 6%; with 100% employer match about $504,775 at 4% or $336,517 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-6$895,259$224,503$37,417iApproximate average salary by contribution assumption: employee only about $935,429 at 4% or $623,619 at 6%; with 50% employer match about $623,619 at 4% or $415,746 at 6%; with 100% employer match about $467,715 at 4% or $311,810 at 6%.
ALLGATE FINANCIAL LLC 401(K) PLAN & TRUST-6$159,361$17,789$2,965iApproximate average salary by contribution assumption: employee only about $74,121 at 4% or $49,414 at 6%; with 50% employer match about $49,414 at 4% or $32,943 at 6%; with 100% employer match about $37,060 at 4% or $24,707 at 6%.
201726$823,910$245,162$40,860iApproximate average salary by contribution assumption: employee only about $1,021,508 at 4% or $681,006 at 6%; with 50% employer match about $681,006 at 4% or $454,004 at 6%; with 100% employer match about $510,754 at 4% or $340,503 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-6$670,705$225,071$37,512iApproximate average salary by contribution assumption: employee only about $937,796 at 4% or $625,197 at 6%; with 50% employer match about $625,197 at 4% or $416,798 at 6%; with 100% employer match about $468,898 at 4% or $312,599 at 6%.
ALLGATE FINANCIAL LLC 401(K) PLAN & TRUST-6$153,205$20,091$3,349iApproximate average salary by contribution assumption: employee only about $83,713 at 4% or $55,808 at 6%; with 50% employer match about $55,808 at 4% or $37,206 at 6%; with 100% employer match about $41,856 at 4% or $27,904 at 6%.
201625$566,436$280,970$56,194iApproximate average salary by contribution assumption: employee only about $1,404,850 at 4% or $936,567 at 6%; with 50% employer match about $936,567 at 4% or $624,378 at 6%; with 100% employer match about $702,425 at 4% or $468,283 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-5$445,606$230,000$46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%.
ALLGATE FINANCIAL LLC 401(K) PLAN & TRUST-5$120,830$50,970$10,194iApproximate average salary by contribution assumption: employee only about $254,850 at 4% or $169,900 at 6%; with 50% employer match about $169,900 at 4% or $113,267 at 6%; with 100% employer match about $127,425 at 4% or $84,950 at 6%.
201525$284,279$284,279$56,856iApproximate average salary by contribution assumption: employee only about $1,421,395 at 4% or $947,597 at 6%; with 50% employer match about $947,597 at 4% or $631,731 at 6%; with 100% employer match about $710,698 at 4% or $473,798 at 6%.
Allgate Financial LLC Cash Balance Pension Plan & Trust-5$215,600$215,600$43,120iApproximate average salary by contribution assumption: employee only about $1,078,000 at 4% or $718,667 at 6%; with 50% employer match about $718,667 at 4% or $479,111 at 6%; with 100% employer match about $539,000 at 4% or $359,333 at 6%.
ALLGATE FINANCIAL LLC 401(K) PLAN & TRUST-5$68,679$68,679$13,736iApproximate average salary by contribution assumption: employee only about $343,395 at 4% or $228,930 at 6%; with 50% employer match about $228,930 at 4% or $152,620 at 6%; with 100% employer match about $171,698 at 4% or $114,465 at 6%.