Civic Intelligence

Modern Management Inc.

Plan context: MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST

EIN 36-2711107 • Grayslake, IL • 18 filings • 2 plans

34121 N US Hwy 45, Suite 222Grayslake, IL 60030
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$3,761,879

2025 Contributions

$134,712

Historical Graphs

Total Assets Over Time

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

$3,761,879$1,880,940$0201720212025YearValue
$3,761,879Latest year 2025

Participants Over Time

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

950201720212025YearValue
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
202529$3,761,879$134,712$14,968iApproximate average salary by contribution assumption: employee only about $374,200 at 4% or $249,467 at 6%; with 50% employer match about $249,467 at 4% or $166,311 at 6%; with 100% employer match about $187,100 at 4% or $124,733 at 6%.
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST-7$3,330,941$0-
Modern Management Inc Profit Sharing Plan & Trust-9$430,938$134,712$14,968iApproximate average salary by contribution assumption: employee only about $374,200 at 4% or $249,467 at 6%; with 50% employer match about $249,467 at 4% or $166,311 at 6%; with 100% employer match about $187,100 at 4% or $124,733 at 6%.
202429$3,409,339$570,108$63,345iApproximate average salary by contribution assumption: employee only about $1,583,633 at 4% or $1,055,756 at 6%; with 50% employer match about $1,055,756 at 4% or $703,837 at 6%; with 100% employer match about $791,817 at 4% or $527,878 at 6%.
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST-8$3,108,903$500,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Modern Management Inc Profit Sharing Plan & Trust-9$300,436$70,108$7,790iApproximate average salary by contribution assumption: employee only about $194,744 at 4% or $129,830 at 6%; with 50% employer match about $129,830 at 4% or $86,553 at 6%; with 100% employer match about $97,372 at 4% or $64,915 at 6%.
202327$2,583,673$240,671$34,382iApproximate average salary by contribution assumption: employee only about $859,539 at 4% or $573,026 at 6%; with 50% employer match about $573,026 at 4% or $382,017 at 6%; with 100% employer match about $429,770 at 4% or $286,513 at 6%.
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST-6$2,375,281$200,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Modern Management Inc Profit Sharing Plan & Trust-7$208,392$40,671$5,810iApproximate average salary by contribution assumption: employee only about $145,254 at 4% or $96,836 at 6%; with 50% employer match about $96,836 at 4% or $64,557 at 6%; with 100% employer match about $72,627 at 4% or $48,418 at 6%.
202226$2,085,699$467,080$77,847iApproximate average salary by contribution assumption: employee only about $1,946,167 at 4% or $1,297,444 at 6%; with 50% employer match about $1,297,444 at 4% or $864,963 at 6%; with 100% employer match about $973,083 at 4% or $648,722 at 6%.
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST-5$1,938,553$430,000$86,000iApproximate average salary by contribution assumption: employee only about $2,150,000 at 4% or $1,433,333 at 6%; with 50% employer match about $1,433,333 at 4% or $955,556 at 6%; with 100% employer match about $1,075,000 at 4% or $716,667 at 6%.
Modern Management Inc Profit Sharing Plan & Trust-6$147,146$37,080$6,180iApproximate average salary by contribution assumption: employee only about $154,500 at 4% or $103,000 at 6%; with 50% employer match about $103,000 at 4% or $68,667 at 6%; with 100% employer match about $77,250 at 4% or $51,500 at 6%.
202126$1,989,209$142,514$23,752iApproximate average salary by contribution assumption: employee only about $593,808 at 4% or $395,872 at 6%; with 50% employer match about $395,872 at 4% or $263,915 at 6%; with 100% employer match about $296,904 at 4% or $197,936 at 6%.
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST-5$1,863,405$94,356$18,871iApproximate average salary by contribution assumption: employee only about $471,780 at 4% or $314,520 at 6%; with 50% employer match about $314,520 at 4% or $209,680 at 6%; with 100% employer match about $235,890 at 4% or $157,260 at 6%.
Modern Management Inc Profit Sharing Plan & Trust-6$125,804$48,158$8,026iApproximate average salary by contribution assumption: employee only about $200,658 at 4% or $133,772 at 6%; with 50% employer match about $133,772 at 4% or $89,181 at 6%; with 100% employer match about $100,329 at 4% or $66,886 at 6%.
202025$1,595,665$453,300$90,660iApproximate average salary by contribution assumption: employee only about $2,266,500 at 4% or $1,511,000 at 6%; with 50% employer match about $1,511,000 at 4% or $1,007,333 at 6%; with 100% employer match about $1,133,250 at 4% or $755,500 at 6%.
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST-4$1,530,042$438,000$109,500iApproximate average salary by contribution assumption: employee only about $2,737,500 at 4% or $1,825,000 at 6%; with 50% employer match about $1,825,000 at 4% or $1,216,667 at 6%; with 100% employer match about $1,368,750 at 4% or $912,500 at 6%.
Modern Management Inc Profit Sharing Plan & Trust-5$65,623$15,300$3,060iApproximate average salary by contribution assumption: employee only about $76,500 at 4% or $51,000 at 6%; with 50% employer match about $51,000 at 4% or $34,000 at 6%; with 100% employer match about $38,250 at 4% or $25,500 at 6%.
201924$968,172$274,433$68,608iApproximate average salary by contribution assumption: employee only about $1,715,206 at 4% or $1,143,471 at 6%; with 50% employer match about $1,143,471 at 4% or $762,314 at 6%; with 100% employer match about $857,603 at 4% or $571,735 at 6%.
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST-3$922,895$260,324$86,775iApproximate average salary by contribution assumption: employee only about $2,169,367 at 4% or $1,446,244 at 6%; with 50% employer match about $1,446,244 at 4% or $964,163 at 6%; with 100% employer match about $1,084,683 at 4% or $723,122 at 6%.
Modern Management Inc Profit Sharing Plan & Trust-4$45,277$14,109$3,527iApproximate average salary by contribution assumption: employee only about $88,181 at 4% or $58,788 at 6%; with 50% employer match about $58,788 at 4% or $39,192 at 6%; with 100% employer match about $44,091 at 4% or $29,394 at 6%.
201823$524,454$309,563$103,188iApproximate average salary by contribution assumption: employee only about $2,579,692 at 4% or $1,719,794 at 6%; with 50% employer match about $1,719,794 at 4% or $1,146,530 at 6%; with 100% employer match about $1,289,846 at 4% or $859,897 at 6%.
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST-2$498,773$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Modern Management Inc Profit Sharing Plan & Trust-3$25,681$9,563$3,188iApproximate average salary by contribution assumption: employee only about $79,692 at 4% or $53,128 at 6%; with 50% employer match about $53,128 at 4% or $35,419 at 6%; with 100% employer match about $39,846 at 4% or $26,564 at 6%.
201723$253,260$253,260$84,420iApproximate average salary by contribution assumption: employee only about $2,110,500 at 4% or $1,407,000 at 6%; with 50% employer match about $1,407,000 at 4% or $938,000 at 6%; with 100% employer match about $1,055,250 at 4% or $703,500 at 6%.
MODERN MANAGEMENT INC. CASH BALANCE PLAN & TRUST-2$236,004$236,004$118,002iApproximate average salary by contribution assumption: employee only about $2,950,050 at 4% or $1,966,700 at 6%; with 50% employer match about $1,966,700 at 4% or $1,311,133 at 6%; with 100% employer match about $1,475,025 at 4% or $983,350 at 6%.
Modern Management Inc Profit Sharing Plan & Trust-3$17,256$17,256$5,752iApproximate average salary by contribution assumption: employee only about $143,800 at 4% or $95,867 at 6%; with 50% employer match about $95,867 at 4% or $63,911 at 6%; with 100% employer match about $71,900 at 4% or $47,933 at 6%.