Civic Intelligence

NASTALI FINANCIAL SERVICES, LTD.

Plan context: NASTALI FINANCIAL SERVICES, LTD. 401(K) PLAN

EIN 30-0185514 • Oakbrook Terrace, IL • 7 filings • 1 plans

One Tower Ln, Suite 1825Oakbrook Terrace, IL 60181
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$2,318,283

2025 Contributions

$100,646

Historical Graphs

Total Assets Over Time

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

$2,318,283$1,159,142$0201920222025YearValue
$2,318,283Latest year 2025

Participants Over Time

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

530201920222025YearValue
5Latest year 2025

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
202515$2,318,283$100,646$20,129iApproximate average salary by contribution assumption: employee only about $503,230 at 4% or $335,487 at 6%; with 50% employer match about $335,487 at 4% or $223,658 at 6%; with 100% employer match about $251,615 at 4% or $167,743 at 6%.
NASTALI FINANCIAL SERVICES, LTD. 401(K) PLAN-5$2,318,283$100,646$20,129iApproximate average salary by contribution assumption: employee only about $503,230 at 4% or $335,487 at 6%; with 50% employer match about $335,487 at 4% or $223,658 at 6%; with 100% employer match about $251,615 at 4% or $167,743 at 6%.
202414$1,861,231$234,343$58,586iApproximate average salary by contribution assumption: employee only about $1,464,644 at 4% or $976,429 at 6%; with 50% employer match about $976,429 at 4% or $650,953 at 6%; with 100% employer match about $732,322 at 4% or $488,215 at 6%.
NASTALI FINANCIAL SERVICES, LTD. 401(K) PLAN-4$1,861,231$234,343$58,586iApproximate average salary by contribution assumption: employee only about $1,464,644 at 4% or $976,429 at 6%; with 50% employer match about $976,429 at 4% or $650,953 at 6%; with 100% employer match about $732,322 at 4% or $488,215 at 6%.
202314$1,506,753$58,176$14,544iApproximate average salary by contribution assumption: employee only about $363,600 at 4% or $242,400 at 6%; with 50% employer match about $242,400 at 4% or $161,600 at 6%; with 100% employer match about $181,800 at 4% or $121,200 at 6%.
NASTALI FINANCIAL SERVICES, LTD. 401(K) PLAN-4$1,506,753$58,176$14,544iApproximate average salary by contribution assumption: employee only about $363,600 at 4% or $242,400 at 6%; with 50% employer match about $242,400 at 4% or $161,600 at 6%; with 100% employer match about $181,800 at 4% or $121,200 at 6%.
202214$1,259,485$85,865$21,466iApproximate average salary by contribution assumption: employee only about $536,656 at 4% or $357,771 at 6%; with 50% employer match about $357,771 at 4% or $238,514 at 6%; with 100% employer match about $268,328 at 4% or $178,885 at 6%.
NASTALI FINANCIAL SERVICES, LTD. 401(K) PLAN-4$1,259,485$85,865$21,466iApproximate average salary by contribution assumption: employee only about $536,656 at 4% or $357,771 at 6%; with 50% employer match about $357,771 at 4% or $238,514 at 6%; with 100% employer match about $268,328 at 4% or $178,885 at 6%.
202114$1,331,517$730,851$182,713iApproximate average salary by contribution assumption: employee only about $4,567,819 at 4% or $3,045,213 at 6%; with 50% employer match about $3,045,213 at 4% or $2,030,142 at 6%; with 100% employer match about $2,283,909 at 4% or $1,522,606 at 6%.
NASTALI FINANCIAL SERVICES, LTD. 401(K) PLAN-4$1,331,517$730,851$182,713iApproximate average salary by contribution assumption: employee only about $4,567,819 at 4% or $3,045,213 at 6%; with 50% employer match about $3,045,213 at 4% or $2,030,142 at 6%; with 100% employer match about $2,283,909 at 4% or $1,522,606 at 6%.
202013$532,405$384,167$128,056iApproximate average salary by contribution assumption: employee only about $3,201,392 at 4% or $2,134,261 at 6%; with 50% employer match about $2,134,261 at 4% or $1,422,841 at 6%; with 100% employer match about $1,600,696 at 4% or $1,067,131 at 6%.
NASTALI FINANCIAL SERVICES, LTD. 401(K) PLAN-3$532,405$384,167$128,056iApproximate average salary by contribution assumption: employee only about $3,201,392 at 4% or $2,134,261 at 6%; with 50% employer match about $2,134,261 at 4% or $1,422,841 at 6%; with 100% employer match about $1,600,696 at 4% or $1,067,131 at 6%.
201913$48,972$47,905$15,968iApproximate average salary by contribution assumption: employee only about $399,208 at 4% or $266,139 at 6%; with 50% employer match about $266,139 at 4% or $177,426 at 6%; with 100% employer match about $199,604 at 4% or $133,069 at 6%.
NASTALI FINANCIAL SERVICES, LTD. 401(K) PLAN-3$48,972$47,905$15,968iApproximate average salary by contribution assumption: employee only about $399,208 at 4% or $266,139 at 6%; with 50% employer match about $266,139 at 4% or $177,426 at 6%; with 100% employer match about $199,604 at 4% or $133,069 at 6%.