Amd Capital LLC
Plan context: Amd Capital LLC Retirement Plan and Trust
EIN 30-0038780 • Lake Forest, IL • 24 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$26,789,631
2025 Contributions
$243,750
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 3 | $26,789,631 | $243,750 | $81,250iApproximate average salary by contribution assumption: employee only about $2,031,250 at 4% or $1,354,167 at 6%; with 50% employer match about $1,354,167 at 4% or $902,778 at 6%; with 100% employer match about $1,015,625 at 4% or $677,083 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 3 | $13,923,042 | $0 | - |
| Amd Capital LLC 401(K) Plan & Trust | - | 3 | $12,866,589 | $243,750 | $81,250iApproximate average salary by contribution assumption: employee only about $2,031,250 at 4% or $1,354,167 at 6%; with 50% employer match about $1,354,167 at 4% or $902,778 at 6%; with 100% employer match about $1,015,625 at 4% or $677,083 at 6%. |
| 2024 | 2 | 3 | $22,621,880 | $229,500 | $76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 3 | $12,332,455 | - | - |
| Amd Capital LLC 401(K) Plan & Trust | - | 3 | $10,289,425 | $229,500 | $76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%. |
| 2023 | 2 | 5 | $20,338,001 | $220,500 | $44,100iApproximate average salary by contribution assumption: employee only about $1,102,500 at 4% or $735,000 at 6%; with 50% employer match about $735,000 at 4% or $490,000 at 6%; with 100% employer match about $551,250 at 4% or $367,500 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 0 | $11,185,283 | $0 | - |
| Amd Capital LLC 401(K) Plan & Trust | - | 5 | $9,152,718 | $220,500 | $44,100iApproximate average salary by contribution assumption: employee only about $1,102,500 at 4% or $735,000 at 6%; with 50% employer match about $735,000 at 4% or $490,000 at 6%; with 100% employer match about $551,250 at 4% or $367,500 at 6%. |
| 2022 | 2 | 5 | $16,776,227 | $216,500 | $43,300iApproximate average salary by contribution assumption: employee only about $1,082,500 at 4% or $721,667 at 6%; with 50% employer match about $721,667 at 4% or $481,111 at 6%; with 100% employer match about $541,250 at 4% or $360,833 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 3 | $9,672,369 | - | - |
| Amd Capital LLC 401(K) Plan & Trust | - | 5 | $7,103,858 | $216,500 | $43,300iApproximate average salary by contribution assumption: employee only about $1,082,500 at 4% or $721,667 at 6%; with 50% employer match about $721,667 at 4% or $481,111 at 6%; with 100% employer match about $541,250 at 4% or $360,833 at 6%. |
| 2021 | 2 | 5 | $19,740,787 | $204,250 | $40,850iApproximate average salary by contribution assumption: employee only about $1,021,250 at 4% or $680,833 at 6%; with 50% employer match about $680,833 at 4% or $453,889 at 6%; with 100% employer match about $510,625 at 4% or $340,417 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 0 | $10,707,036 | $0 | - |
| Amd Capital LLC 401(K) Plan & Trust | - | 5 | $9,033,751 | $204,250 | $40,850iApproximate average salary by contribution assumption: employee only about $1,021,250 at 4% or $680,833 at 6%; with 50% employer match about $680,833 at 4% or $453,889 at 6%; with 100% employer match about $510,625 at 4% or $340,417 at 6%. |
| 2020 | 2 | 5 | $16,048,769 | $380,500 | $76,100iApproximate average salary by contribution assumption: employee only about $1,902,500 at 4% or $1,268,333 at 6%; with 50% employer match about $1,268,333 at 4% or $845,556 at 6%; with 100% employer match about $951,250 at 4% or $634,167 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 4 | $8,586,579 | $180,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Amd Capital LLC 401(K) Plan & Trust | - | 5 | $7,462,190 | $200,500 | $40,100iApproximate average salary by contribution assumption: employee only about $1,002,500 at 4% or $668,333 at 6%; with 50% employer match about $668,333 at 4% or $445,556 at 6%; with 100% employer match about $501,250 at 4% or $334,167 at 6%. |
| 2019 | 2 | 5 | $13,022,608 | $386,000 | $77,200iApproximate average salary by contribution assumption: employee only about $1,930,000 at 4% or $1,286,667 at 6%; with 50% employer match about $1,286,667 at 4% or $857,778 at 6%; with 100% employer match about $965,000 at 4% or $643,333 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 5 | $7,851,235 | $180,000 | $36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%. |
| Amd Capital LLC 401(K) Plan & Trust | - | 5 | $5,171,373 | $206,000 | $41,200iApproximate average salary by contribution assumption: employee only about $1,030,000 at 4% or $686,667 at 6%; with 50% employer match about $686,667 at 4% or $457,778 at 6%; with 100% employer match about $515,000 at 4% or $343,333 at 6%. |
| 2018 | 2 | 5 | $9,803,250 | $383,000 | $76,600iApproximate average salary by contribution assumption: employee only about $1,915,000 at 4% or $1,276,667 at 6%; with 50% employer match about $1,276,667 at 4% or $851,111 at 6%; with 100% employer match about $957,500 at 4% or $638,333 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 5 | $6,019,538 | $180,000 | $36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%. |
| Amd Capital LLC 401(K) Plan & Trust | - | 5 | $3,783,712 | $203,000 | $40,600iApproximate average salary by contribution assumption: employee only about $1,015,000 at 4% or $676,667 at 6%; with 50% employer match about $676,667 at 4% or $451,111 at 6%; with 100% employer match about $507,500 at 4% or $338,333 at 6%. |
| 2017 | 2 | 5 | $8,956,634 | $404,056 | $80,811iApproximate average salary by contribution assumption: employee only about $2,020,280 at 4% or $1,346,853 at 6%; with 50% employer match about $1,346,853 at 4% or $897,902 at 6%; with 100% employer match about $1,010,140 at 4% or $673,427 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 5 | $5,748,364 | $204,056 | $40,811iApproximate average salary by contribution assumption: employee only about $1,020,280 at 4% or $680,187 at 6%; with 50% employer match about $680,187 at 4% or $453,458 at 6%; with 100% employer match about $510,140 at 4% or $340,093 at 6%. |
| Amd Capital LLC 401(K) Plan & Trust | - | 5 | $3,208,270 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2008 | 2 | 3 | $660,528 | $87,900 | $29,300iApproximate average salary by contribution assumption: employee only about $732,500 at 4% or $488,333 at 6%; with 50% employer match about $488,333 at 4% or $325,556 at 6%; with 100% employer match about $366,250 at 4% or $244,167 at 6%. |
| Amd Capital LLC 401(K) Plan & Trust | - | 3 | $660,528 | $87,900 | $29,300iApproximate average salary by contribution assumption: employee only about $732,500 at 4% or $488,333 at 6%; with 50% employer match about $488,333 at 4% or $325,556 at 6%; with 100% employer match about $366,250 at 4% or $244,167 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 3 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| Amd Capital LLC Retirement Plan and Trust | - | 3 | - | - | - |
| Amd Capital LLC 401(K) Plan & Trust | - | 3 | - | - | - |
| 2006 | 2 | 3 | $1,235,747 | $1,232,836 | $410,945iApproximate average salary by contribution assumption: employee only about $10,273,633 at 4% or $6,849,089 at 6%; with 50% employer match about $6,849,089 at 4% or $4,566,059 at 6%; with 100% employer match about $5,136,817 at 4% or $3,424,544 at 6%. |
| Amd Capital LLC 401(K) Plan & Trust | - | 3 | $994,895 | $992,836 | $330,945iApproximate average salary by contribution assumption: employee only about $8,273,633 at 4% or $5,515,756 at 6%; with 50% employer match about $5,515,756 at 4% or $3,677,170 at 6%; with 100% employer match about $4,136,817 at 4% or $2,757,878 at 6%. |
| Amd Capital LLC Retirement Plan and Trust | - | 3 | $240,852 | $240,000 | $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%. |