Civic Intelligence

Cwb Investments LLC

Plan context: Cwb Investments LLC 401(K) Profit Sharing Plan & Trust

EIN 30-0877709 • Lisle, IL • 7 filings • 2 plans

1011 Warrenville Rd Ste 155Lisle, IL 60532-0930
Current Snapshot

Latest Year

2025

2025 Participants

1

2025 Assets

$156,218

2025 Contributions

$30,798

Historical Graphs

Total Assets Over Time

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

$156,218$78,109$0201820222025YearValue
$156,218Latest year 2025

Participants Over Time

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

110201820222025YearValue
1Latest 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
202511$156,218$30,798$30,798iApproximate average salary by contribution assumption: employee only about $769,950 at 4% or $513,300 at 6%; with 50% employer match about $513,300 at 4% or $342,200 at 6%; with 100% employer match about $384,975 at 4% or $256,650 at 6%.
Cwb Investments LLC 401(K) Profit Sharing Plan & Trust-1$156,218$30,798$30,798iApproximate average salary by contribution assumption: employee only about $769,950 at 4% or $513,300 at 6%; with 50% employer match about $513,300 at 4% or $342,200 at 6%; with 100% employer match about $384,975 at 4% or $256,650 at 6%.
202411$113,672$28,475$28,475iApproximate average salary by contribution assumption: employee only about $711,875 at 4% or $474,583 at 6%; with 50% employer match about $474,583 at 4% or $316,389 at 6%; with 100% employer match about $355,938 at 4% or $237,292 at 6%.
Cwb Investments LLC 401(K) Profit Sharing Plan & Trust-1$113,672$28,475$28,475iApproximate average salary by contribution assumption: employee only about $711,875 at 4% or $474,583 at 6%; with 50% employer match about $474,583 at 4% or $316,389 at 6%; with 100% employer match about $355,938 at 4% or $237,292 at 6%.
202311$72,594$16,840$16,840iApproximate average salary by contribution assumption: employee only about $421,000 at 4% or $280,667 at 6%; with 50% employer match about $280,667 at 4% or $187,111 at 6%; with 100% employer match about $210,500 at 4% or $140,333 at 6%.
Cwb Investments LLC 401(K) Profit Sharing Plan & Trust-1$72,594$16,840$16,840iApproximate average salary by contribution assumption: employee only about $421,000 at 4% or $280,667 at 6%; with 50% employer match about $280,667 at 4% or $187,111 at 6%; with 100% employer match about $210,500 at 4% or $140,333 at 6%.
202211$45,274$10,640$10,640iApproximate average salary by contribution assumption: employee only about $266,000 at 4% or $177,333 at 6%; with 50% employer match about $177,333 at 4% or $118,222 at 6%; with 100% employer match about $133,000 at 4% or $88,667 at 6%.
Cwb Investments LLC 401(K) Profit Sharing Plan & Trust-1$45,274$10,640$10,640iApproximate average salary by contribution assumption: employee only about $266,000 at 4% or $177,333 at 6%; with 50% employer match about $177,333 at 4% or $118,222 at 6%; with 100% employer match about $133,000 at 4% or $88,667 at 6%.
202111$43,951$11,560$11,560iApproximate average salary by contribution assumption: employee only about $289,000 at 4% or $192,667 at 6%; with 50% employer match about $192,667 at 4% or $128,444 at 6%; with 100% employer match about $144,500 at 4% or $96,333 at 6%.
Cwb Investments LLC 401(K) Profit Sharing Plan & Trust-1$43,951$11,560$11,560iApproximate average salary by contribution assumption: employee only about $289,000 at 4% or $192,667 at 6%; with 50% employer match about $192,667 at 4% or $128,444 at 6%; with 100% employer match about $144,500 at 4% or $96,333 at 6%.
202011$26,475$7,520$7,520iApproximate average salary by contribution assumption: employee only about $188,000 at 4% or $125,333 at 6%; with 50% employer match about $125,333 at 4% or $83,556 at 6%; with 100% employer match about $94,000 at 4% or $62,667 at 6%.
Cwb Investments LLC 401(K) Profit Sharing Plan & Trust-1$26,475$7,520$7,520iApproximate average salary by contribution assumption: employee only about $188,000 at 4% or $125,333 at 6%; with 50% employer match about $125,333 at 4% or $83,556 at 6%; with 100% employer match about $94,000 at 4% or $62,667 at 6%.
201811$4,119$4,640$4,640iApproximate average salary by contribution assumption: employee only about $116,000 at 4% or $77,333 at 6%; with 50% employer match about $77,333 at 4% or $51,556 at 6%; with 100% employer match about $58,000 at 4% or $38,667 at 6%.
Cwb Investments LLC 401(K) Profit Sharing Plan & Trust-1$4,119$4,640$4,640iApproximate average salary by contribution assumption: employee only about $116,000 at 4% or $77,333 at 6%; with 50% employer match about $77,333 at 4% or $51,556 at 6%; with 100% employer match about $58,000 at 4% or $38,667 at 6%.