Civic Intelligence

Aarete LLC

Plan context: Aarete LLC 401(K) Profit Sharing Plan and Trust

EIN 26-2000001 • Chicago, IL • 21 filings • 4 plans

200 E. Randolph St., Suite 3010Chicago, IL 60601
Current Snapshot

Latest Year

2023

2023 Participants

270

2023 Assets

$18,512,759

2023 Contributions

$4,568,813

Historical Graphs

Total Assets Over Time

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

$19,101,219$9,550,610$0201020162022YearValue
$18,512,759Latest year 2022

Participants Over Time

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

3281640201020172023YearValue
270Latest year 2023

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
20231270$0$0-
Aarete Welfare Benefits Plan-270---
20222315$18,512,759$4,568,813$14,504iApproximate average salary by contribution assumption: employee only about $362,604 at 4% or $241,736 at 6%; with 50% employer match about $241,736 at 4% or $161,157 at 6%; with 100% employer match about $181,302 at 4% or $120,868 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-304$18,512,759$4,568,813$15,029iApproximate average salary by contribution assumption: employee only about $375,725 at 4% or $250,483 at 6%; with 50% employer match about $250,483 at 4% or $166,989 at 6%; with 100% employer match about $187,862 at 4% or $125,242 at 6%.
Aarete Welfare Benefits Plan-315---
20212256$19,101,219$3,856,898$15,066iApproximate average salary by contribution assumption: employee only about $376,650 at 4% or $251,100 at 6%; with 50% employer match about $251,100 at 4% or $167,400 at 6%; with 100% employer match about $188,325 at 4% or $125,550 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-217$19,101,219$3,856,898$17,774iApproximate average salary by contribution assumption: employee only about $444,343 at 4% or $296,229 at 6%; with 50% employer match about $296,229 at 4% or $197,486 at 6%; with 100% employer match about $222,172 at 4% or $148,114 at 6%.
Aarete Welfare Benefits Plan-256---
20202265$15,270,631$3,637,711$13,727iApproximate average salary by contribution assumption: employee only about $343,180 at 4% or $228,787 at 6%; with 50% employer match about $228,787 at 4% or $152,525 at 6%; with 100% employer match about $171,590 at 4% or $114,393 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-251$15,270,631$3,637,711$14,493iApproximate average salary by contribution assumption: employee only about $362,322 at 4% or $241,548 at 6%; with 50% employer match about $241,548 at 4% or $161,032 at 6%; with 100% employer match about $181,161 at 4% or $120,774 at 6%.
Aarete Welfare Benefits Plan-265---
20192328$10,561,289$2,879,768$8,780iApproximate average salary by contribution assumption: employee only about $219,495 at 4% or $146,330 at 6%; with 50% employer match about $146,330 at 4% or $97,553 at 6%; with 100% employer match about $109,747 at 4% or $73,165 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-233$10,561,289$2,879,768$12,360iApproximate average salary by contribution assumption: employee only about $308,988 at 4% or $205,992 at 6%; with 50% employer match about $205,992 at 4% or $137,328 at 6%; with 100% employer match about $154,494 at 4% or $102,996 at 6%.
Aarete Welfare Benefits Plan-328---
20182247$6,516,580$1,938,932$7,850iApproximate average salary by contribution assumption: employee only about $196,248 at 4% or $130,832 at 6%; with 50% employer match about $130,832 at 4% or $87,221 at 6%; with 100% employer match about $98,124 at 4% or $65,416 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-155$6,516,580$1,938,932$12,509iApproximate average salary by contribution assumption: employee only about $312,731 at 4% or $208,487 at 6%; with 50% employer match about $208,487 at 4% or $138,992 at 6%; with 100% employer match about $156,365 at 4% or $104,244 at 6%.
Aarete Welfare Benefits Plan-247---
20172192$5,630,263$1,566,769$8,160iApproximate average salary by contribution assumption: employee only about $204,006 at 4% or $136,004 at 6%; with 50% employer match about $136,004 at 4% or $90,670 at 6%; with 100% employer match about $102,003 at 4% or $68,002 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-135$5,630,263$1,566,769$11,606iApproximate average salary by contribution assumption: employee only about $290,142 at 4% or $193,428 at 6%; with 50% employer match about $193,428 at 4% or $128,952 at 6%; with 100% employer match about $145,071 at 4% or $96,714 at 6%.
Aarete Welfare Benefits Plan-192---
20162110$3,798,456$1,112,187$10,111iApproximate average salary by contribution assumption: employee only about $252,770 at 4% or $168,513 at 6%; with 50% employer match about $168,513 at 4% or $112,342 at 6%; with 100% employer match about $126,385 at 4% or $84,257 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-110$3,798,456$1,112,187$10,111iApproximate average salary by contribution assumption: employee only about $252,770 at 4% or $168,513 at 6%; with 50% employer match about $168,513 at 4% or $112,342 at 6%; with 100% employer match about $126,385 at 4% or $84,257 at 6%.
Aarete LLC Health and Welfare Benefit Plan-0---
2015179$2,690,564$937,338$11,865iApproximate average salary by contribution assumption: employee only about $296,626 at 4% or $197,751 at 6%; with 50% employer match about $197,751 at 4% or $131,834 at 6%; with 100% employer match about $148,313 at 4% or $98,875 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-79$2,690,564$937,338$11,865iApproximate average salary by contribution assumption: employee only about $296,626 at 4% or $197,751 at 6%; with 50% employer match about $197,751 at 4% or $131,834 at 6%; with 100% employer match about $148,313 at 4% or $98,875 at 6%.
2014148$1,966,894$650,465$13,551iApproximate average salary by contribution assumption: employee only about $338,784 at 4% or $225,856 at 6%; with 50% employer match about $225,856 at 4% or $150,571 at 6%; with 100% employer match about $169,392 at 4% or $112,928 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-48$1,966,894$650,465$13,551iApproximate average salary by contribution assumption: employee only about $338,784 at 4% or $225,856 at 6%; with 50% employer match about $225,856 at 4% or $150,571 at 6%; with 100% employer match about $169,392 at 4% or $112,928 at 6%.
2013128$1,368,671$409,654$14,631iApproximate average salary by contribution assumption: employee only about $365,763 at 4% or $243,842 at 6%; with 50% employer match about $243,842 at 4% or $162,561 at 6%; with 100% employer match about $182,881 at 4% or $121,921 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-28$1,368,671$409,654$14,631iApproximate average salary by contribution assumption: employee only about $365,763 at 4% or $243,842 at 6%; with 50% employer match about $243,842 at 4% or $162,561 at 6%; with 100% employer match about $182,881 at 4% or $121,921 at 6%.
2012128$864,437$363,866$12,995iApproximate average salary by contribution assumption: employee only about $324,880 at 4% or $216,587 at 6%; with 50% employer match about $216,587 at 4% or $144,391 at 6%; with 100% employer match about $162,440 at 4% or $108,293 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-28$864,437$363,866$12,995iApproximate average salary by contribution assumption: employee only about $324,880 at 4% or $216,587 at 6%; with 50% employer match about $216,587 at 4% or $144,391 at 6%; with 100% employer match about $162,440 at 4% or $108,293 at 6%.
2011116$441,410$285,114$17,820iApproximate average salary by contribution assumption: employee only about $445,491 at 4% or $296,994 at 6%; with 50% employer match about $296,994 at 4% or $197,996 at 6%; with 100% employer match about $222,745 at 4% or $148,497 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-16$441,410$285,114$17,820iApproximate average salary by contribution assumption: employee only about $445,491 at 4% or $296,994 at 6%; with 50% employer match about $296,994 at 4% or $197,996 at 6%; with 100% employer match about $222,745 at 4% or $148,497 at 6%.
2010111$217,557$143,690$13,063iApproximate average salary by contribution assumption: employee only about $326,568 at 4% or $217,712 at 6%; with 50% employer match about $217,712 at 4% or $145,141 at 6%; with 100% employer match about $163,284 at 4% or $108,856 at 6%.
Aarete LLC 401(K) Profit Sharing Plan and Trust-11$217,557$143,690$13,063iApproximate average salary by contribution assumption: employee only about $326,568 at 4% or $217,712 at 6%; with 50% employer match about $217,712 at 4% or $145,141 at 6%; with 100% employer match about $163,284 at 4% or $108,856 at 6%.