Civic Intelligence

Onpath Financial LLC

Plan context: Onpath Financial 401(K) Plan

EIN 31-1826190 • St. Charles, IL • 11 filings • 1 plans

10 Illinois Street, Suite 120St. Charles, IL 60174
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$4,316,992

2024 Contributions

$392,051

Historical Graphs

Total Assets Over Time

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

$4,316,992$2,158,496$0201420192024YearValue
$4,316,992Latest year 2024

Participants Over Time

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

26130201420192024YearValue
26Latest 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
2024126$4,316,992$392,051$15,079iApproximate average salary by contribution assumption: employee only about $376,972 at 4% or $251,315 at 6%; with 50% employer match about $251,315 at 4% or $167,543 at 6%; with 100% employer match about $188,486 at 4% or $125,657 at 6%.
Onpath Financial 401(K) Plan-26$4,316,992$392,051$15,079iApproximate average salary by contribution assumption: employee only about $376,972 at 4% or $251,315 at 6%; with 50% employer match about $251,315 at 4% or $167,543 at 6%; with 100% employer match about $188,486 at 4% or $125,657 at 6%.
2023112$1,406,342$205,499$17,125iApproximate average salary by contribution assumption: employee only about $428,123 at 4% or $285,415 at 6%; with 50% employer match about $285,415 at 4% or $190,277 at 6%; with 100% employer match about $214,061 at 4% or $142,708 at 6%.
Onpath Financial 401(K) Plan-12$1,406,342$205,499$17,125iApproximate average salary by contribution assumption: employee only about $428,123 at 4% or $285,415 at 6%; with 50% employer match about $285,415 at 4% or $190,277 at 6%; with 100% employer match about $214,061 at 4% or $142,708 at 6%.
2022112$1,112,468$212,158$17,680iApproximate average salary by contribution assumption: employee only about $441,996 at 4% or $294,664 at 6%; with 50% employer match about $294,664 at 4% or $196,443 at 6%; with 100% employer match about $220,998 at 4% or $147,332 at 6%.
Onpath Financial 401(K) Plan-12$1,112,468$212,158$17,680iApproximate average salary by contribution assumption: employee only about $441,996 at 4% or $294,664 at 6%; with 50% employer match about $294,664 at 4% or $196,443 at 6%; with 100% employer match about $220,998 at 4% or $147,332 at 6%.
2021110$1,093,147$195,990$19,599iApproximate average salary by contribution assumption: employee only about $489,975 at 4% or $326,650 at 6%; with 50% employer match about $326,650 at 4% or $217,767 at 6%; with 100% employer match about $244,988 at 4% or $163,325 at 6%.
Onpath Financial 401(K) Plan-10$1,093,147$195,990$19,599iApproximate average salary by contribution assumption: employee only about $489,975 at 4% or $326,650 at 6%; with 50% employer match about $326,650 at 4% or $217,767 at 6%; with 100% employer match about $244,988 at 4% or $163,325 at 6%.
2020111$748,356$137,147$12,468iApproximate average salary by contribution assumption: employee only about $311,698 at 4% or $207,798 at 6%; with 50% employer match about $207,798 at 4% or $138,532 at 6%; with 100% employer match about $155,849 at 4% or $103,899 at 6%.
Onpath Financial 401(K) Plan-11$748,356$137,147$12,468iApproximate average salary by contribution assumption: employee only about $311,698 at 4% or $207,798 at 6%; with 50% employer match about $207,798 at 4% or $138,532 at 6%; with 100% employer match about $155,849 at 4% or $103,899 at 6%.
201919$542,406$105,043$11,671iApproximate average salary by contribution assumption: employee only about $291,786 at 4% or $194,524 at 6%; with 50% employer match about $194,524 at 4% or $129,683 at 6%; with 100% employer match about $145,893 at 4% or $97,262 at 6%.
Onpath Financial 401(K) Plan-9$542,406$105,043$11,671iApproximate average salary by contribution assumption: employee only about $291,786 at 4% or $194,524 at 6%; with 50% employer match about $194,524 at 4% or $129,683 at 6%; with 100% employer match about $145,893 at 4% or $97,262 at 6%.
2018110$366,230$93,921$9,392iApproximate average salary by contribution assumption: employee only about $234,803 at 4% or $156,535 at 6%; with 50% employer match about $156,535 at 4% or $104,357 at 6%; with 100% employer match about $117,401 at 4% or $78,268 at 6%.
Onpath Financial 401(K) Plan-10$366,230$93,921$9,392iApproximate average salary by contribution assumption: employee only about $234,803 at 4% or $156,535 at 6%; with 50% employer match about $156,535 at 4% or $104,357 at 6%; with 100% employer match about $117,401 at 4% or $78,268 at 6%.
201718$298,381$94,847$11,856iApproximate average salary by contribution assumption: employee only about $296,397 at 4% or $197,598 at 6%; with 50% employer match about $197,598 at 4% or $131,732 at 6%; with 100% employer match about $148,198 at 4% or $98,799 at 6%.
Onpath Financial 401(K) Plan-8$298,381$94,847$11,856iApproximate average salary by contribution assumption: employee only about $296,397 at 4% or $197,598 at 6%; with 50% employer match about $197,598 at 4% or $131,732 at 6%; with 100% employer match about $148,198 at 4% or $98,799 at 6%.
201617$168,280$89,803$12,829iApproximate average salary by contribution assumption: employee only about $320,725 at 4% or $213,817 at 6%; with 50% employer match about $213,817 at 4% or $142,544 at 6%; with 100% employer match about $160,363 at 4% or $106,908 at 6%.
Onpath Financial 401(K) Plan-7$168,280$89,803$12,829iApproximate average salary by contribution assumption: employee only about $320,725 at 4% or $213,817 at 6%; with 50% employer match about $213,817 at 4% or $142,544 at 6%; with 100% employer match about $160,363 at 4% or $106,908 at 6%.
201516$104,219$91,330$15,222iApproximate average salary by contribution assumption: employee only about $380,542 at 4% or $253,694 at 6%; with 50% employer match about $253,694 at 4% or $169,130 at 6%; with 100% employer match about $190,271 at 4% or $126,847 at 6%.
Onpath Financial 401(K) Plan-6$104,219$91,330$15,222iApproximate average salary by contribution assumption: employee only about $380,542 at 4% or $253,694 at 6%; with 50% employer match about $253,694 at 4% or $169,130 at 6%; with 100% employer match about $190,271 at 4% or $126,847 at 6%.
201412$16,634$16,631$8,316iApproximate average salary by contribution assumption: employee only about $207,888 at 4% or $138,592 at 6%; with 50% employer match about $138,592 at 4% or $92,394 at 6%; with 100% employer match about $103,944 at 4% or $69,296 at 6%.
Onpath Financial 401(K) Plan-2$16,634$16,631$8,316iApproximate average salary by contribution assumption: employee only about $207,888 at 4% or $138,592 at 6%; with 50% employer match about $138,592 at 4% or $92,394 at 6%; with 100% employer match about $103,944 at 4% or $69,296 at 6%.