Civic Intelligence

Spahn Financial Inc.

Plan context: Spahn Financial Inc. 401(K) P/S Plan

EIN 26-2745469 • Lombard, IL • 13 filings • 2 plans

377 E. Butterfield RoadSuite 400Lombard, IL 60148
Current Snapshot

Latest Year

2021

2021 Participants

13

2021 Assets

$2,303,230

2021 Contributions

$204,891

Historical Graphs

Total Assets Over Time

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

$2,303,230$1,151,615$0200920152021YearValue
$2,303,230Latest year 2021

Participants Over Time

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

1370200920152021YearValue
13Latest year 2021

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
2021113$2,303,230$204,891$15,761iApproximate average salary by contribution assumption: employee only about $394,021 at 4% or $262,681 at 6%; with 50% employer match about $262,681 at 4% or $175,121 at 6%; with 100% employer match about $197,011 at 4% or $131,340 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-13$2,303,230$204,891$15,761iApproximate average salary by contribution assumption: employee only about $394,021 at 4% or $262,681 at 6%; with 50% employer match about $262,681 at 4% or $175,121 at 6%; with 100% employer match about $197,011 at 4% or $131,340 at 6%.
2020111$1,808,086$162,370$14,761iApproximate average salary by contribution assumption: employee only about $369,023 at 4% or $246,015 at 6%; with 50% employer match about $246,015 at 4% or $164,010 at 6%; with 100% employer match about $184,511 at 4% or $123,008 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-11$1,808,086$162,370$14,761iApproximate average salary by contribution assumption: employee only about $369,023 at 4% or $246,015 at 6%; with 50% employer match about $246,015 at 4% or $164,010 at 6%; with 100% employer match about $184,511 at 4% or $123,008 at 6%.
201918$1,316,575$132,549$16,569iApproximate average salary by contribution assumption: employee only about $414,216 at 4% or $276,144 at 6%; with 50% employer match about $276,144 at 4% or $184,096 at 6%; with 100% employer match about $207,108 at 4% or $138,072 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-8$1,316,575$132,549$16,569iApproximate average salary by contribution assumption: employee only about $414,216 at 4% or $276,144 at 6%; with 50% employer match about $276,144 at 4% or $184,096 at 6%; with 100% employer match about $207,108 at 4% or $138,072 at 6%.
201819$933,602$124,226$13,803iApproximate average salary by contribution assumption: employee only about $345,072 at 4% or $230,048 at 6%; with 50% employer match about $230,048 at 4% or $153,365 at 6%; with 100% employer match about $172,536 at 4% or $115,024 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-9$933,602$124,226$13,803iApproximate average salary by contribution assumption: employee only about $345,072 at 4% or $230,048 at 6%; with 50% employer match about $230,048 at 4% or $153,365 at 6%; with 100% employer match about $172,536 at 4% or $115,024 at 6%.
201718$888,687$104,937$13,117iApproximate average salary by contribution assumption: employee only about $327,928 at 4% or $218,619 at 6%; with 50% employer match about $218,619 at 4% or $145,746 at 6%; with 100% employer match about $163,964 at 4% or $109,309 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-8$888,687$104,937$13,117iApproximate average salary by contribution assumption: employee only about $327,928 at 4% or $218,619 at 6%; with 50% employer match about $218,619 at 4% or $145,746 at 6%; with 100% employer match about $163,964 at 4% or $109,309 at 6%.
201616$625,415$244,554$40,759iApproximate average salary by contribution assumption: employee only about $1,018,975 at 4% or $679,317 at 6%; with 50% employer match about $679,317 at 4% or $452,878 at 6%; with 100% employer match about $509,488 at 4% or $339,658 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-6$625,415$244,554$40,759iApproximate average salary by contribution assumption: employee only about $1,018,975 at 4% or $679,317 at 6%; with 50% employer match about $679,317 at 4% or $452,878 at 6%; with 100% employer match about $509,488 at 4% or $339,658 at 6%.
201518$460,830$95,859$11,982iApproximate average salary by contribution assumption: employee only about $299,559 at 4% or $199,706 at 6%; with 50% employer match about $199,706 at 4% or $133,138 at 6%; with 100% employer match about $149,780 at 4% or $99,853 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-8$460,830$95,859$11,982iApproximate average salary by contribution assumption: employee only about $299,559 at 4% or $199,706 at 6%; with 50% employer match about $199,706 at 4% or $133,138 at 6%; with 100% employer match about $149,780 at 4% or $99,853 at 6%.
201418$366,548$90,056$11,257iApproximate average salary by contribution assumption: employee only about $281,425 at 4% or $187,617 at 6%; with 50% employer match about $187,617 at 4% or $125,078 at 6%; with 100% employer match about $140,713 at 4% or $93,808 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-8$366,548$90,056$11,257iApproximate average salary by contribution assumption: employee only about $281,425 at 4% or $187,617 at 6%; with 50% employer match about $187,617 at 4% or $125,078 at 6%; with 100% employer match about $140,713 at 4% or $93,808 at 6%.
201317$260,551$78,535$11,219iApproximate average salary by contribution assumption: employee only about $280,482 at 4% or $186,988 at 6%; with 50% employer match about $186,988 at 4% or $124,659 at 6%; with 100% employer match about $140,241 at 4% or $93,494 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-7$260,551$78,535$11,219iApproximate average salary by contribution assumption: employee only about $280,482 at 4% or $186,988 at 6%; with 50% employer match about $186,988 at 4% or $124,659 at 6%; with 100% employer match about $140,241 at 4% or $93,494 at 6%.
201217$143,113$44,771$6,396iApproximate average salary by contribution assumption: employee only about $159,896 at 4% or $106,598 at 6%; with 50% employer match about $106,598 at 4% or $71,065 at 6%; with 100% employer match about $79,948 at 4% or $53,299 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-7$143,113$44,771$6,396iApproximate average salary by contribution assumption: employee only about $159,896 at 4% or $106,598 at 6%; with 50% employer match about $106,598 at 4% or $71,065 at 6%; with 100% employer match about $79,948 at 4% or $53,299 at 6%.
201117$82,736$37,160$5,309iApproximate average salary by contribution assumption: employee only about $132,714 at 4% or $88,476 at 6%; with 50% employer match about $88,476 at 4% or $58,984 at 6%; with 100% employer match about $66,357 at 4% or $44,238 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-7$82,736$37,160$5,309iApproximate average salary by contribution assumption: employee only about $132,714 at 4% or $88,476 at 6%; with 50% employer match about $88,476 at 4% or $58,984 at 6%; with 100% employer match about $66,357 at 4% or $44,238 at 6%.
201016$46,940$18,894$3,149iApproximate average salary by contribution assumption: employee only about $78,725 at 4% or $52,483 at 6%; with 50% employer match about $52,483 at 4% or $34,989 at 6%; with 100% employer match about $39,363 at 4% or $26,242 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-6$46,940$18,894$3,149iApproximate average salary by contribution assumption: employee only about $78,725 at 4% or $52,483 at 6%; with 50% employer match about $52,483 at 4% or $34,989 at 6%; with 100% employer match about $39,363 at 4% or $26,242 at 6%.
200915$23,458$20,396$4,079iApproximate average salary by contribution assumption: employee only about $101,980 at 4% or $67,987 at 6%; with 50% employer match about $67,987 at 4% or $45,324 at 6%; with 100% employer match about $50,990 at 4% or $33,993 at 6%.
Spahn Financial Inc. 401(K) P/S Plan-5$23,458$20,396$4,079iApproximate average salary by contribution assumption: employee only about $101,980 at 4% or $67,987 at 6%; with 50% employer match about $67,987 at 4% or $45,324 at 6%; with 100% employer match about $50,990 at 4% or $33,993 at 6%.