Cla Financial Advisors LLC
Plan context: Cla Financial Advisors LLC Employee 401(K) Savings Plan
EIN 27-5299093 • Northbrook, IL • 7 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
9
2017 Assets
$1,702,221
2017 Contributions
$3,246
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $3,246 | - |
| Cla Financial Advisors LLC Employee 401(K) Savings Plan | - | 0 | $0 | $3,246 | - |
| 2016 | 1 | 9 | $1,702,221 | $86,880 | $9,653iApproximate average salary by contribution assumption: employee only about $241,333 at 4% or $160,889 at 6%; with 50% employer match about $160,889 at 4% or $107,259 at 6%; with 100% employer match about $120,667 at 4% or $80,444 at 6%. |
| Cla Financial Advisors LLC Employee 401(K) Savings Plan | - | 9 | $1,702,221 | $86,880 | $9,653iApproximate average salary by contribution assumption: employee only about $241,333 at 4% or $160,889 at 6%; with 50% employer match about $160,889 at 4% or $107,259 at 6%; with 100% employer match about $120,667 at 4% or $80,444 at 6%. |
| 2015 | 1 | 10 | $1,499,035 | $86,408 | $8,641iApproximate average salary by contribution assumption: employee only about $216,020 at 4% or $144,013 at 6%; with 50% employer match about $144,013 at 4% or $96,009 at 6%; with 100% employer match about $108,010 at 4% or $72,007 at 6%. |
| Cla Financial Advisors LLC Employee 401(K) Savings Plan | - | 10 | $1,499,035 | $86,408 | $8,641iApproximate average salary by contribution assumption: employee only about $216,020 at 4% or $144,013 at 6%; with 50% employer match about $144,013 at 4% or $96,009 at 6%; with 100% employer match about $108,010 at 4% or $72,007 at 6%. |
| 2014 | 1 | 9 | $1,424,801 | $84,474 | $9,386iApproximate average salary by contribution assumption: employee only about $234,650 at 4% or $156,433 at 6%; with 50% employer match about $156,433 at 4% or $104,289 at 6%; with 100% employer match about $117,325 at 4% or $78,217 at 6%. |
| Cla Financial Advisors LLC Employee 401(K) Savings Plan | - | 9 | $1,424,801 | $84,474 | $9,386iApproximate average salary by contribution assumption: employee only about $234,650 at 4% or $156,433 at 6%; with 50% employer match about $156,433 at 4% or $104,289 at 6%; with 100% employer match about $117,325 at 4% or $78,217 at 6%. |
| 2013 | 1 | 7 | $1,413,335 | $79,570 | $11,367iApproximate average salary by contribution assumption: employee only about $284,179 at 4% or $189,452 at 6%; with 50% employer match about $189,452 at 4% or $126,302 at 6%; with 100% employer match about $142,089 at 4% or $94,726 at 6%. |
| Cla Financial Advisors LLC Employee 401(K) Savings Plan | - | 7 | $1,413,335 | $79,570 | $11,367iApproximate average salary by contribution assumption: employee only about $284,179 at 4% or $189,452 at 6%; with 50% employer match about $189,452 at 4% or $126,302 at 6%; with 100% employer match about $142,089 at 4% or $94,726 at 6%. |
| 2012 | 1 | 6 | $1,119,336 | $454,905 | $75,818iApproximate average salary by contribution assumption: employee only about $1,895,438 at 4% or $1,263,625 at 6%; with 50% employer match about $1,263,625 at 4% or $842,417 at 6%; with 100% employer match about $947,719 at 4% or $631,813 at 6%. |
| Cla Financial Advisors LLC Employee 401(K) Savings Plan | - | 6 | $1,119,336 | $454,905 | $75,818iApproximate average salary by contribution assumption: employee only about $1,895,438 at 4% or $1,263,625 at 6%; with 50% employer match about $1,263,625 at 4% or $842,417 at 6%; with 100% employer match about $947,719 at 4% or $631,813 at 6%. |
| 2011 | 1 | 5 | $555,196 | $601,255 | $120,251iApproximate average salary by contribution assumption: employee only about $3,006,275 at 4% or $2,004,183 at 6%; with 50% employer match about $2,004,183 at 4% or $1,336,122 at 6%; with 100% employer match about $1,503,138 at 4% or $1,002,092 at 6%. |
| Cla Financial Advisors LLC Employee 401(K) Savings Plan | - | 5 | $555,196 | $601,255 | $120,251iApproximate average salary by contribution assumption: employee only about $3,006,275 at 4% or $2,004,183 at 6%; with 50% employer match about $2,004,183 at 4% or $1,336,122 at 6%; with 100% employer match about $1,503,138 at 4% or $1,002,092 at 6%. |