Civic Intelligence

FINANCIAL SOLUTIONS ADVISORY GROUP, INC.

Plan context: FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

EIN 35-2192896 • Chicago, IL • 13 filings • 1 plans

8700 W. Bryn Mawr Avenue, Suite 410Chicago, IL 60631
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$3,286,926

2025 Contributions

$284,698

Historical Graphs

Total Assets Over Time

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

$3,286,926$1,643,463$0201320192025YearValue
$3,286,926Latest year 2025

Participants Over Time

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

1050201320192025YearValue
9Latest 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
202519$3,286,926$284,698$31,633iApproximate average salary by contribution assumption: employee only about $790,828 at 4% or $527,219 at 6%; with 50% employer match about $527,219 at 4% or $351,479 at 6%; with 100% employer match about $395,414 at 4% or $263,609 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-9$3,286,926$284,698$31,633iApproximate average salary by contribution assumption: employee only about $790,828 at 4% or $527,219 at 6%; with 50% employer match about $527,219 at 4% or $351,479 at 6%; with 100% employer match about $395,414 at 4% or $263,609 at 6%.
202418$2,538,563$360,327$45,041iApproximate average salary by contribution assumption: employee only about $1,126,022 at 4% or $750,681 at 6%; with 50% employer match about $750,681 at 4% or $500,454 at 6%; with 100% employer match about $563,011 at 4% or $375,341 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-8$2,538,563$360,327$45,041iApproximate average salary by contribution assumption: employee only about $1,126,022 at 4% or $750,681 at 6%; with 50% employer match about $750,681 at 4% or $500,454 at 6%; with 100% employer match about $563,011 at 4% or $375,341 at 6%.
202319$1,934,948$329,448$36,605iApproximate average salary by contribution assumption: employee only about $915,133 at 4% or $610,089 at 6%; with 50% employer match about $610,089 at 4% or $406,726 at 6%; with 100% employer match about $457,567 at 4% or $305,044 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-9$1,934,948$329,448$36,605iApproximate average salary by contribution assumption: employee only about $915,133 at 4% or $610,089 at 6%; with 50% employer match about $610,089 at 4% or $406,726 at 6%; with 100% employer match about $457,567 at 4% or $305,044 at 6%.
2022110$1,355,606$326,003$32,600iApproximate average salary by contribution assumption: employee only about $815,008 at 4% or $543,338 at 6%; with 50% employer match about $543,338 at 4% or $362,226 at 6%; with 100% employer match about $407,504 at 4% or $271,669 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-10$1,355,606$326,003$32,600iApproximate average salary by contribution assumption: employee only about $815,008 at 4% or $543,338 at 6%; with 50% employer match about $543,338 at 4% or $362,226 at 6%; with 100% employer match about $407,504 at 4% or $271,669 at 6%.
2021110$1,265,775$145,468$14,547iApproximate average salary by contribution assumption: employee only about $363,670 at 4% or $242,447 at 6%; with 50% employer match about $242,447 at 4% or $161,631 at 6%; with 100% employer match about $181,835 at 4% or $121,223 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-10$1,265,775$145,468$14,547iApproximate average salary by contribution assumption: employee only about $363,670 at 4% or $242,447 at 6%; with 50% employer match about $242,447 at 4% or $161,631 at 6%; with 100% employer match about $181,835 at 4% or $121,223 at 6%.
202019$997,531$271,843$30,205iApproximate average salary by contribution assumption: employee only about $755,119 at 4% or $503,413 at 6%; with 50% employer match about $503,413 at 4% or $335,609 at 6%; with 100% employer match about $377,560 at 4% or $251,706 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-9$997,531$271,843$30,205iApproximate average salary by contribution assumption: employee only about $755,119 at 4% or $503,413 at 6%; with 50% employer match about $503,413 at 4% or $335,609 at 6%; with 100% employer match about $377,560 at 4% or $251,706 at 6%.
201918$725,688$77,135$9,642iApproximate average salary by contribution assumption: employee only about $241,047 at 4% or $160,698 at 6%; with 50% employer match about $160,698 at 4% or $107,132 at 6%; with 100% employer match about $120,523 at 4% or $80,349 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-8$725,688$77,135$9,642iApproximate average salary by contribution assumption: employee only about $241,047 at 4% or $160,698 at 6%; with 50% employer match about $160,698 at 4% or $107,132 at 6%; with 100% employer match about $120,523 at 4% or $80,349 at 6%.
201818$501,761$58,589$7,324iApproximate average salary by contribution assumption: employee only about $183,091 at 4% or $122,060 at 6%; with 50% employer match about $122,060 at 4% or $81,374 at 6%; with 100% employer match about $91,545 at 4% or $61,030 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-8$501,761$58,589$7,324iApproximate average salary by contribution assumption: employee only about $183,091 at 4% or $122,060 at 6%; with 50% employer match about $122,060 at 4% or $81,374 at 6%; with 100% employer match about $91,545 at 4% or $61,030 at 6%.
201717$447,224$59,626$8,518iApproximate average salary by contribution assumption: employee only about $212,950 at 4% or $141,967 at 6%; with 50% employer match about $141,967 at 4% or $94,644 at 6%; with 100% employer match about $106,475 at 4% or $70,983 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-7$447,224$59,626$8,518iApproximate average salary by contribution assumption: employee only about $212,950 at 4% or $141,967 at 6%; with 50% employer match about $141,967 at 4% or $94,644 at 6%; with 100% employer match about $106,475 at 4% or $70,983 at 6%.
201615$342,402$25,557$5,111iApproximate average salary by contribution assumption: employee only about $127,785 at 4% or $85,190 at 6%; with 50% employer match about $85,190 at 4% or $56,793 at 6%; with 100% employer match about $63,892 at 4% or $42,595 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-5$342,402$25,557$5,111iApproximate average salary by contribution assumption: employee only about $127,785 at 4% or $85,190 at 6%; with 50% employer match about $85,190 at 4% or $56,793 at 6%; with 100% employer match about $63,892 at 4% or $42,595 at 6%.
201516$321,010$38,062$6,344iApproximate average salary by contribution assumption: employee only about $158,592 at 4% or $105,728 at 6%; with 50% employer match about $105,728 at 4% or $70,485 at 6%; with 100% employer match about $79,296 at 4% or $52,864 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-6$321,010$38,062$6,344iApproximate average salary by contribution assumption: employee only about $158,592 at 4% or $105,728 at 6%; with 50% employer match about $105,728 at 4% or $70,485 at 6%; with 100% employer match about $79,296 at 4% or $52,864 at 6%.
201417$431,960$48,333$6,905iApproximate average salary by contribution assumption: employee only about $172,618 at 4% or $115,079 at 6%; with 50% employer match about $115,079 at 4% or $76,719 at 6%; with 100% employer match about $86,309 at 4% or $57,539 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-7$431,960$48,333$6,905iApproximate average salary by contribution assumption: employee only about $172,618 at 4% or $115,079 at 6%; with 50% employer match about $115,079 at 4% or $76,719 at 6%; with 100% employer match about $86,309 at 4% or $57,539 at 6%.
201316$405,177$355,005$59,168iApproximate average salary by contribution assumption: employee only about $1,479,188 at 4% or $986,125 at 6%; with 50% employer match about $986,125 at 4% or $657,417 at 6%; with 100% employer match about $739,594 at 4% or $493,063 at 6%.
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST-6$405,177$355,005$59,168iApproximate average salary by contribution assumption: employee only about $1,479,188 at 4% or $986,125 at 6%; with 50% employer match about $986,125 at 4% or $657,417 at 6%; with 100% employer match about $739,594 at 4% or $493,063 at 6%.