Civic Intelligence

Advisory Research Inc.

Plan context: Advisory Research Inc. 401K Plan

EIN 36-2831881 • Chicago, IL • 18 filings • 2 plans

180 N. Stetson, Suite 5500Chicago, IL 60601
Current Snapshot

Latest Year

2024

2024 Participants

21

2024 Assets

$5,113,425

2024 Contributions

$371,075

Historical Graphs

Total Assets Over Time

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

$5,328,358$2,664,179$0199920082024YearValue
$5,113,425Latest year 2024

Participants Over Time

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

55280199920072024YearValue
21Latest 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
2024121$5,113,425$371,075$17,670iApproximate average salary by contribution assumption: employee only about $441,756 at 4% or $294,504 at 6%; with 50% employer match about $294,504 at 4% or $196,336 at 6%; with 100% employer match about $220,878 at 4% or $147,252 at 6%.
Advisory Research Inc. 401K Plan-21$5,113,425$371,075$17,670iApproximate average salary by contribution assumption: employee only about $441,756 at 4% or $294,504 at 6%; with 50% employer match about $294,504 at 4% or $196,336 at 6%; with 100% employer match about $220,878 at 4% or $147,252 at 6%.
2023124$5,282,417$459,610$19,150iApproximate average salary by contribution assumption: employee only about $478,760 at 4% or $319,174 at 6%; with 50% employer match about $319,174 at 4% or $212,782 at 6%; with 100% employer match about $239,380 at 4% or $159,587 at 6%.
Advisory Research Inc. 401K Plan-24$5,282,417$459,610$19,150iApproximate average salary by contribution assumption: employee only about $478,760 at 4% or $319,174 at 6%; with 50% employer match about $319,174 at 4% or $212,782 at 6%; with 100% employer match about $239,380 at 4% or $159,587 at 6%.
2022127$4,644,585$558,344$20,679iApproximate average salary by contribution assumption: employee only about $516,985 at 4% or $344,657 at 6%; with 50% employer match about $344,657 at 4% or $229,771 at 6%; with 100% employer match about $258,493 at 4% or $172,328 at 6%.
Advisory Research Inc. 401K Plan-27$4,644,585$558,344$20,679iApproximate average salary by contribution assumption: employee only about $516,985 at 4% or $344,657 at 6%; with 50% employer match about $344,657 at 4% or $229,771 at 6%; with 100% employer match about $258,493 at 4% or $172,328 at 6%.
2021127$5,016,518$636,580$23,577iApproximate average salary by contribution assumption: employee only about $589,426 at 4% or $392,951 at 6%; with 50% employer match about $392,951 at 4% or $261,967 at 6%; with 100% employer match about $294,713 at 4% or $196,475 at 6%.
Advisory Research Inc. 401K Plan-27$5,016,518$636,580$23,577iApproximate average salary by contribution assumption: employee only about $589,426 at 4% or $392,951 at 6%; with 50% employer match about $392,951 at 4% or $261,967 at 6%; with 100% employer match about $294,713 at 4% or $196,475 at 6%.
2020132$5,328,358$443,154$13,849iApproximate average salary by contribution assumption: employee only about $346,214 at 4% or $230,809 at 6%; with 50% employer match about $230,809 at 4% or $153,873 at 6%; with 100% employer match about $173,107 at 4% or $115,405 at 6%.
Advisory Research Inc. 401K Plan-32$5,328,358$443,154$13,849iApproximate average salary by contribution assumption: employee only about $346,214 at 4% or $230,809 at 6%; with 50% employer match about $230,809 at 4% or $153,873 at 6%; with 100% employer match about $173,107 at 4% or $115,405 at 6%.
2019130$4,455,684$4,324,424$144,147iApproximate average salary by contribution assumption: employee only about $3,603,687 at 4% or $2,402,458 at 6%; with 50% employer match about $2,402,458 at 4% or $1,601,639 at 6%; with 100% employer match about $1,801,843 at 4% or $1,201,229 at 6%.
Advisory Research Inc. 401K Plan-30$4,455,684$4,324,424$144,147iApproximate average salary by contribution assumption: employee only about $3,603,687 at 4% or $2,402,458 at 6%; with 50% employer match about $2,402,458 at 4% or $1,601,639 at 6%; with 100% employer match about $1,801,843 at 4% or $1,201,229 at 6%.
201010$0$340,693-
Advisory Research Inc. 401K Plan-0$0$340,693-
2009155$4,808,633$1,155,369$21,007iApproximate average salary by contribution assumption: employee only about $525,168 at 4% or $350,112 at 6%; with 50% employer match about $350,112 at 4% or $233,408 at 6%; with 100% employer match about $262,584 at 4% or $175,056 at 6%.
Advisory Research Inc. 401K Plan-55$4,808,633$1,155,369$21,007iApproximate average salary by contribution assumption: employee only about $525,168 at 4% or $350,112 at 6%; with 50% employer match about $350,112 at 4% or $233,408 at 6%; with 100% employer match about $262,584 at 4% or $175,056 at 6%.
2008149$2,888,505$1,027,921$20,978iApproximate average salary by contribution assumption: employee only about $524,449 at 4% or $349,633 at 6%; with 50% employer match about $349,633 at 4% or $233,089 at 6%; with 100% employer match about $262,225 at 4% or $174,816 at 6%.
Advisory Research Inc. 401K Plan-49$2,888,505$1,027,921$20,978iApproximate average salary by contribution assumption: employee only about $524,449 at 4% or $349,633 at 6%; with 50% employer match about $349,633 at 4% or $233,089 at 6%; with 100% employer match about $262,225 at 4% or $174,816 at 6%.
2007142$0$0-
Advisory Research Inc. 401K Plan-42---
2006131$2,780,753$568,124$18,327iApproximate average salary by contribution assumption: employee only about $458,165 at 4% or $305,443 at 6%; with 50% employer match about $305,443 at 4% or $203,629 at 6%; with 100% employer match about $229,082 at 4% or $152,722 at 6%.
Advisory Research Inc. 401K Plan-31$2,780,753$568,124$18,327iApproximate average salary by contribution assumption: employee only about $458,165 at 4% or $305,443 at 6%; with 50% employer match about $305,443 at 4% or $203,629 at 6%; with 100% employer match about $229,082 at 4% or $152,722 at 6%.
2005123$1,893,480$475,181$20,660iApproximate average salary by contribution assumption: employee only about $516,501 at 4% or $344,334 at 6%; with 50% employer match about $344,334 at 4% or $229,556 at 6%; with 100% employer match about $258,251 at 4% or $172,167 at 6%.
Advisory Research Inc. 401K Plan-23$1,893,480$475,181$20,660iApproximate average salary by contribution assumption: employee only about $516,501 at 4% or $344,334 at 6%; with 50% employer match about $344,334 at 4% or $229,556 at 6%; with 100% employer match about $258,251 at 4% or $172,167 at 6%.
2004122$1,322,266$332,406$15,109iApproximate average salary by contribution assumption: employee only about $377,734 at 4% or $251,823 at 6%; with 50% employer match about $251,823 at 4% or $167,882 at 6%; with 100% employer match about $188,867 at 4% or $125,911 at 6%.
Advisory Research Inc. 401K Plan-22$1,322,266$332,406$15,109iApproximate average salary by contribution assumption: employee only about $377,734 at 4% or $251,823 at 6%; with 50% employer match about $251,823 at 4% or $167,882 at 6%; with 100% employer match about $188,867 at 4% or $125,911 at 6%.
2003117$1,116,520$275,268$16,192iApproximate average salary by contribution assumption: employee only about $404,806 at 4% or $269,871 at 6%; with 50% employer match about $269,871 at 4% or $179,914 at 6%; with 100% employer match about $202,403 at 4% or $134,935 at 6%.
Advisory Research Inc. 401K Plan-17$1,116,520$275,268$16,192iApproximate average salary by contribution assumption: employee only about $404,806 at 4% or $269,871 at 6%; with 50% employer match about $269,871 at 4% or $179,914 at 6%; with 100% employer match about $202,403 at 4% or $134,935 at 6%.
2002116$614,134$143,668$8,979iApproximate average salary by contribution assumption: employee only about $224,481 at 4% or $149,654 at 6%; with 50% employer match about $149,654 at 4% or $99,769 at 6%; with 100% employer match about $112,241 at 4% or $74,827 at 6%.
Advisory Research Inc. 401K Plan-16$614,134$143,668$8,979iApproximate average salary by contribution assumption: employee only about $224,481 at 4% or $149,654 at 6%; with 50% employer match about $149,654 at 4% or $99,769 at 6%; with 100% employer match about $112,241 at 4% or $74,827 at 6%.
2001114$0$0-
Advisory Research Inc. 401K Plan-14---
2000112$514,230$160,589$13,382iApproximate average salary by contribution assumption: employee only about $334,560 at 4% or $223,040 at 6%; with 50% employer match about $223,040 at 4% or $148,694 at 6%; with 100% employer match about $167,280 at 4% or $111,520 at 6%.
Advisory Research Inc. 401K Plan-12$514,230$160,589$13,382iApproximate average salary by contribution assumption: employee only about $334,560 at 4% or $223,040 at 6%; with 50% employer match about $223,040 at 4% or $148,694 at 6%; with 100% employer match about $167,280 at 4% or $111,520 at 6%.
199919$400,303$231,272$25,697iApproximate average salary by contribution assumption: employee only about $642,422 at 4% or $428,281 at 6%; with 50% employer match about $428,281 at 4% or $285,521 at 6%; with 100% employer match about $321,211 at 4% or $214,141 at 6%.
Advisory Research Inc. 401K Plan-9$400,303$231,272$25,697iApproximate average salary by contribution assumption: employee only about $642,422 at 4% or $428,281 at 6%; with 50% employer match about $428,281 at 4% or $285,521 at 6%; with 100% employer match about $321,211 at 4% or $214,141 at 6%.