Civic Intelligence

Palos Wealth Advisors LLC

Plan context: Palos Wealth Advisors LLC 401(K) Plan & Trust

EIN 27-3111608 • Palos Heights, IL • 23 filings • 2 plans

7800 W. College Drive, #2EPalos Heights, IL 60463
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$843,632

2024 Contributions

$70,334

Historical Graphs

Total Assets Over Time

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

$2,655,206$1,327,603$0201320192024YearValue
$843,632Latest year 2024

Participants Over Time

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

320201320192024YearValue
1Latest 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
202411$843,632$70,334$70,334iApproximate average salary by contribution assumption: employee only about $1,758,350 at 4% or $1,172,233 at 6%; with 50% employer match about $1,172,233 at 4% or $781,489 at 6%; with 100% employer match about $879,175 at 4% or $586,117 at 6%.
Palos Wealth Advisors LLC 401(K) Plan & Trust-1$843,632$70,334$70,334iApproximate average salary by contribution assumption: employee only about $1,758,350 at 4% or $1,172,233 at 6%; with 50% employer match about $1,172,233 at 4% or $781,489 at 6%; with 100% employer match about $879,175 at 4% or $586,117 at 6%.
202321$606,052$67,660$67,660iApproximate average salary by contribution assumption: employee only about $1,691,500 at 4% or $1,127,667 at 6%; with 50% employer match about $1,127,667 at 4% or $751,778 at 6%; with 100% employer match about $845,750 at 4% or $563,833 at 6%.
Palos Wealth Advisors LLC 401(K) Plan & Trust-1$606,052$67,660$67,660iApproximate average salary by contribution assumption: employee only about $1,691,500 at 4% or $1,127,667 at 6%; with 50% employer match about $1,127,667 at 4% or $751,778 at 6%; with 100% employer match about $845,750 at 4% or $563,833 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-0$0$0-
202223$689,076$37,700$12,567iApproximate average salary by contribution assumption: employee only about $314,167 at 4% or $209,444 at 6%; with 50% employer match about $209,444 at 4% or $139,630 at 6%; with 100% employer match about $157,083 at 4% or $104,722 at 6%.
Palos Wealth Advisors LLC 401(K) Plan & Trust-3$442,262$37,700$12,567iApproximate average salary by contribution assumption: employee only about $314,167 at 4% or $209,444 at 6%; with 50% employer match about $209,444 at 4% or $139,630 at 6%; with 100% employer match about $157,083 at 4% or $104,722 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-1$246,814$0-
202123$2,655,206$101,700$33,900iApproximate average salary by contribution assumption: employee only about $847,500 at 4% or $565,000 at 6%; with 50% employer match about $565,000 at 4% or $376,667 at 6%; with 100% employer match about $423,750 at 4% or $282,500 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-3$1,427,845$0-
Palos Wealth Advisors LLC 401(K) Plan & Trust-3$1,227,361$101,700$33,900iApproximate average salary by contribution assumption: employee only about $847,500 at 4% or $565,000 at 6%; with 50% employer match about $565,000 at 4% or $376,667 at 6%; with 100% employer match about $423,750 at 4% or $282,500 at 6%.
202023$2,463,239$106,600$35,533iApproximate average salary by contribution assumption: employee only about $888,333 at 4% or $592,222 at 6%; with 50% employer match about $592,222 at 4% or $394,815 at 6%; with 100% employer match about $444,167 at 4% or $296,111 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-3$1,447,333$0-
Palos Wealth Advisors LLC 401(K) Plan & Trust-3$1,015,906$106,600$35,533iApproximate average salary by contribution assumption: employee only about $888,333 at 4% or $592,222 at 6%; with 50% employer match about $592,222 at 4% or $394,815 at 6%; with 100% employer match about $444,167 at 4% or $296,111 at 6%.
201923$1,647,157$95,600$31,867iApproximate average salary by contribution assumption: employee only about $796,667 at 4% or $531,111 at 6%; with 50% employer match about $531,111 at 4% or $354,074 at 6%; with 100% employer match about $398,333 at 4% or $265,556 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-3$1,024,047$0-
Palos Wealth Advisors LLC 401(K) Plan & Trust-3$623,110$95,600$31,867iApproximate average salary by contribution assumption: employee only about $796,667 at 4% or $531,111 at 6%; with 50% employer match about $531,111 at 4% or $354,074 at 6%; with 100% employer match about $398,333 at 4% or $265,556 at 6%.
201823$1,262,297$255,117$85,039iApproximate average salary by contribution assumption: employee only about $2,125,975 at 4% or $1,417,317 at 6%; with 50% employer match about $1,417,317 at 4% or $944,878 at 6%; with 100% employer match about $1,062,988 at 4% or $708,658 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-3$844,562$185,000$61,667iApproximate average salary by contribution assumption: employee only about $1,541,667 at 4% or $1,027,778 at 6%; with 50% employer match about $1,027,778 at 4% or $685,185 at 6%; with 100% employer match about $770,833 at 4% or $513,889 at 6%.
Palos Wealth Advisors LLC 401(K) Plan & Trust-3$417,735$70,117$23,372iApproximate average salary by contribution assumption: employee only about $584,308 at 4% or $389,539 at 6%; with 50% employer match about $389,539 at 4% or $259,693 at 6%; with 100% employer match about $292,154 at 4% or $194,769 at 6%.
201723$1,188,274$212,000$70,667iApproximate average salary by contribution assumption: employee only about $1,766,667 at 4% or $1,177,778 at 6%; with 50% employer match about $1,177,778 at 4% or $785,185 at 6%; with 100% employer match about $883,333 at 4% or $588,889 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-3$778,102$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Palos Wealth Advisors LLC 401(K) Plan & Trust-3$410,172$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
201622$723,519$182,002$91,001iApproximate average salary by contribution assumption: employee only about $2,275,025 at 4% or $1,516,683 at 6%; with 50% employer match about $1,516,683 at 4% or $1,011,122 at 6%; with 100% employer match about $1,137,513 at 4% or $758,342 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-2$467,437$104,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Palos Wealth Advisors LLC 401(K) Plan & Trust-2$256,082$78,002$39,001iApproximate average salary by contribution assumption: employee only about $975,025 at 4% or $650,017 at 6%; with 50% employer match about $650,017 at 4% or $433,344 at 6%; with 100% employer match about $487,513 at 4% or $325,008 at 6%.
201522$552,580$189,768$94,884iApproximate average salary by contribution assumption: employee only about $2,372,100 at 4% or $1,581,400 at 6%; with 50% employer match about $1,581,400 at 4% or $1,054,267 at 6%; with 100% employer match about $1,186,050 at 4% or $790,700 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-2$377,248$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Palos Wealth Advisors LLC 401(K) Plan & Trust-2$175,332$64,768$32,384iApproximate average salary by contribution assumption: employee only about $809,600 at 4% or $539,733 at 6%; with 50% employer match about $539,733 at 4% or $359,822 at 6%; with 100% employer match about $404,800 at 4% or $269,867 at 6%.
201422$380,822$219,432$109,716iApproximate average salary by contribution assumption: employee only about $2,742,900 at 4% or $1,828,600 at 6%; with 50% employer match about $1,828,600 at 4% or $1,219,067 at 6%; with 100% employer match about $1,371,450 at 4% or $914,300 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-2$268,325$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Palos Wealth Advisors LLC 401(K) Plan & Trust-2$112,497$59,432$29,716iApproximate average salary by contribution assumption: employee only about $742,900 at 4% or $495,267 at 6%; with 50% employer match about $495,267 at 4% or $330,178 at 6%; with 100% employer match about $371,450 at 4% or $247,633 at 6%.
201322$165,812$165,812$82,906iApproximate average salary by contribution assumption: employee only about $2,072,650 at 4% or $1,381,767 at 6%; with 50% employer match about $1,381,767 at 4% or $921,178 at 6%; with 100% employer match about $1,036,325 at 4% or $690,883 at 6%.
PALOS WEALTH ADVISORS LLC CASH BALANCE PENSION PLAN-2$111,783$111,783$55,892iApproximate average salary by contribution assumption: employee only about $1,397,288 at 4% or $931,525 at 6%; with 50% employer match about $931,525 at 4% or $621,017 at 6%; with 100% employer match about $698,644 at 4% or $465,763 at 6%.
Palos Wealth Advisors LLC 401(K) Plan & Trust-2$54,029$54,029$27,015iApproximate average salary by contribution assumption: employee only about $675,363 at 4% or $450,242 at 6%; with 50% employer match about $450,242 at 4% or $300,161 at 6%; with 100% employer match about $337,681 at 4% or $225,121 at 6%.