Civic Intelligence

Diversified Financial Management Co

Plan context: Diversified Financial Management Corp. 401(K) Plan

EIN 36-2997599 • Chicago, IL • 34 filings • 5 plans

150 N Riverside Plaza Suite 3300Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

78

2024 Assets

$22,303,530

2024 Contributions

$1,411,603

Historical Graphs

Total Assets Over Time

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

$22,303,530$11,151,765$0199920132024YearValue
$22,303,530Latest year 2024

Participants Over Time

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

78390199920122024YearValue
78Latest 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
2024178$22,303,530$1,411,603$18,097iApproximate average salary by contribution assumption: employee only about $452,437 at 4% or $301,625 at 6%; with 50% employer match about $301,625 at 4% or $201,083 at 6%; with 100% employer match about $226,218 at 4% or $150,812 at 6%.
Diversified Financial Management Corp. 401(K) Plan-78$22,303,530$1,411,603$18,097iApproximate average salary by contribution assumption: employee only about $452,437 at 4% or $301,625 at 6%; with 50% employer match about $301,625 at 4% or $201,083 at 6%; with 100% employer match about $226,218 at 4% or $150,812 at 6%.
2023177$19,205,049$1,366,587$17,748iApproximate average salary by contribution assumption: employee only about $443,697 at 4% or $295,798 at 6%; with 50% employer match about $295,798 at 4% or $197,199 at 6%; with 100% employer match about $221,849 at 4% or $147,899 at 6%.
Diversified Financial Management Corp. 401(K) Plan-77$19,205,049$1,366,587$17,748iApproximate average salary by contribution assumption: employee only about $443,697 at 4% or $295,798 at 6%; with 50% employer match about $295,798 at 4% or $197,199 at 6%; with 100% employer match about $221,849 at 4% or $147,899 at 6%.
2022178$15,870,219$1,194,124$15,309iApproximate average salary by contribution assumption: employee only about $382,732 at 4% or $255,155 at 6%; with 50% employer match about $255,155 at 4% or $170,103 at 6%; with 100% employer match about $191,366 at 4% or $127,577 at 6%.
Diversified Financial Management Corp. 401(K) Plan-78$15,870,219$1,194,124$15,309iApproximate average salary by contribution assumption: employee only about $382,732 at 4% or $255,155 at 6%; with 50% employer match about $255,155 at 4% or $170,103 at 6%; with 100% employer match about $191,366 at 4% or $127,577 at 6%.
2021170$18,722,174$1,133,904$16,199iApproximate average salary by contribution assumption: employee only about $404,966 at 4% or $269,977 at 6%; with 50% employer match about $269,977 at 4% or $179,985 at 6%; with 100% employer match about $202,483 at 4% or $134,989 at 6%.
Diversified Financial Management Corp. 401(K) Plan-70$18,722,174$1,133,904$16,199iApproximate average salary by contribution assumption: employee only about $404,966 at 4% or $269,977 at 6%; with 50% employer match about $269,977 at 4% or $179,985 at 6%; with 100% employer match about $202,483 at 4% or $134,989 at 6%.
2020172$15,416,653$1,151,915$15,999iApproximate average salary by contribution assumption: employee only about $399,970 at 4% or $266,647 at 6%; with 50% employer match about $266,647 at 4% or $177,765 at 6%; with 100% employer match about $199,985 at 4% or $133,323 at 6%.
Diversified Financial Management Corp. 401(K) Plan-72$15,416,653$1,151,915$15,999iApproximate average salary by contribution assumption: employee only about $399,970 at 4% or $266,647 at 6%; with 50% employer match about $266,647 at 4% or $177,765 at 6%; with 100% employer match about $199,985 at 4% or $133,323 at 6%.
2019172$12,233,917$1,109,230$15,406iApproximate average salary by contribution assumption: employee only about $385,149 at 4% or $256,766 at 6%; with 50% employer match about $256,766 at 4% or $171,177 at 6%; with 100% employer match about $192,575 at 4% or $128,383 at 6%.
Diversified Financial Management Corp. 401(K) Plan-72$12,233,917$1,109,230$15,406iApproximate average salary by contribution assumption: employee only about $385,149 at 4% or $256,766 at 6%; with 50% employer match about $256,766 at 4% or $171,177 at 6%; with 100% employer match about $192,575 at 4% or $128,383 at 6%.
2018162$9,374,039$887,910$14,321iApproximate average salary by contribution assumption: employee only about $358,028 at 4% or $238,685 at 6%; with 50% employer match about $238,685 at 4% or $159,124 at 6%; with 100% employer match about $179,014 at 4% or $119,343 at 6%.
Diversified Financial Management Corp. 401(K) Plan-62$9,374,039$887,910$14,321iApproximate average salary by contribution assumption: employee only about $358,028 at 4% or $238,685 at 6%; with 50% employer match about $238,685 at 4% or $159,124 at 6%; with 100% employer match about $179,014 at 4% or $119,343 at 6%.
2017166$9,498,605$1,267,844$19,210iApproximate average salary by contribution assumption: employee only about $480,244 at 4% or $320,163 at 6%; with 50% employer match about $320,163 at 4% or $213,442 at 6%; with 100% employer match about $240,122 at 4% or $160,081 at 6%.
Diversified Financial Management Corp. 401(K) Plan-66$9,498,605$1,267,844$19,210iApproximate average salary by contribution assumption: employee only about $480,244 at 4% or $320,163 at 6%; with 50% employer match about $320,163 at 4% or $213,442 at 6%; with 100% employer match about $240,122 at 4% or $160,081 at 6%.
2016162$7,663,171$893,967$14,419iApproximate average salary by contribution assumption: employee only about $360,471 at 4% or $240,314 at 6%; with 50% employer match about $240,314 at 4% or $160,209 at 6%; with 100% employer match about $180,235 at 4% or $120,157 at 6%.
Diversified Financial Management Corp. 401(K) Plan-62$7,663,171$893,967$14,419iApproximate average salary by contribution assumption: employee only about $360,471 at 4% or $240,314 at 6%; with 50% employer match about $240,314 at 4% or $160,209 at 6%; with 100% employer match about $180,235 at 4% or $120,157 at 6%.
2015156$6,531,072$1,111,942$19,856iApproximate average salary by contribution assumption: employee only about $496,403 at 4% or $330,935 at 6%; with 50% employer match about $330,935 at 4% or $220,623 at 6%; with 100% employer match about $248,201 at 4% or $165,468 at 6%.
Diversified Financial Management Corp. 401(K) Plan-56$6,531,072$1,111,942$19,856iApproximate average salary by contribution assumption: employee only about $496,403 at 4% or $330,935 at 6%; with 50% employer match about $330,935 at 4% or $220,623 at 6%; with 100% employer match about $248,201 at 4% or $165,468 at 6%.
2014156$6,011,940$997,247$17,808iApproximate average salary by contribution assumption: employee only about $445,200 at 4% or $296,800 at 6%; with 50% employer match about $296,800 at 4% or $197,866 at 6%; with 100% employer match about $222,600 at 4% or $148,400 at 6%.
Diversified Financial Management Corp. 401(K) Plan-56$6,011,940$997,247$17,808iApproximate average salary by contribution assumption: employee only about $445,200 at 4% or $296,800 at 6%; with 50% employer match about $296,800 at 4% or $197,866 at 6%; with 100% employer match about $222,600 at 4% or $148,400 at 6%.
2013123$6,028,948$93,135$4,049iApproximate average salary by contribution assumption: employee only about $101,234 at 4% or $67,489 at 6%; with 50% employer match about $67,489 at 4% or $44,993 at 6%; with 100% employer match about $50,617 at 4% or $33,745 at 6%.
Diversified Financial Management Corp. 401(K) Plan-23$6,028,948$93,135$4,049iApproximate average salary by contribution assumption: employee only about $101,234 at 4% or $67,489 at 6%; with 50% employer match about $67,489 at 4% or $44,993 at 6%; with 100% employer match about $50,617 at 4% or $33,745 at 6%.
2012150$9,039,703$1,064,363$21,287iApproximate average salary by contribution assumption: employee only about $532,182 at 4% or $354,788 at 6%; with 50% employer match about $354,788 at 4% or $236,525 at 6%; with 100% employer match about $266,091 at 4% or $177,394 at 6%.
Diversified Financial Management Corp. 401(K) Plan-50$9,039,703$1,064,363$21,287iApproximate average salary by contribution assumption: employee only about $532,182 at 4% or $354,788 at 6%; with 50% employer match about $354,788 at 4% or $236,525 at 6%; with 100% employer match about $266,091 at 4% or $177,394 at 6%.
2011153$7,067,773$835,331$15,761iApproximate average salary by contribution assumption: employee only about $394,024 at 4% or $262,683 at 6%; with 50% employer match about $262,683 at 4% or $175,122 at 6%; with 100% employer match about $197,012 at 4% or $131,341 at 6%.
Diversified Financial Management Corp. 401(K) Plan-53$7,067,773$835,331$15,761iApproximate average salary by contribution assumption: employee only about $394,024 at 4% or $262,683 at 6%; with 50% employer match about $262,683 at 4% or $175,122 at 6%; with 100% employer match about $197,012 at 4% or $131,341 at 6%.
2010153$8,027,460$801,378$15,120iApproximate average salary by contribution assumption: employee only about $378,008 at 4% or $252,006 at 6%; with 50% employer match about $252,006 at 4% or $168,004 at 6%; with 100% employer match about $189,004 at 4% or $126,003 at 6%.
Diversified Financial Management Corp. 401(K) Plan-53$8,027,460$801,378$15,120iApproximate average salary by contribution assumption: employee only about $378,008 at 4% or $252,006 at 6%; with 50% employer match about $252,006 at 4% or $168,004 at 6%; with 100% employer match about $189,004 at 4% or $126,003 at 6%.
2009153$6,368,591$906,304$17,100iApproximate average salary by contribution assumption: employee only about $427,502 at 4% or $285,001 at 6%; with 50% employer match about $285,001 at 4% or $190,001 at 6%; with 100% employer match about $213,751 at 4% or $142,501 at 6%.
Diversified Financial Management Corp. 401(K) Plan-53$6,368,591$906,304$17,100iApproximate average salary by contribution assumption: employee only about $427,502 at 4% or $285,001 at 6%; with 50% employer match about $285,001 at 4% or $190,001 at 6%; with 100% employer match about $213,751 at 4% or $142,501 at 6%.
2008149$4,051,681$778,186$15,881iApproximate average salary by contribution assumption: employee only about $397,034 at 4% or $264,689 at 6%; with 50% employer match about $264,689 at 4% or $176,459 at 6%; with 100% employer match about $198,517 at 4% or $132,345 at 6%.
Diversified Financial Management Corp. 401(K) Plan-49$4,051,681$778,186$15,881iApproximate average salary by contribution assumption: employee only about $397,034 at 4% or $264,689 at 6%; with 50% employer match about $264,689 at 4% or $176,459 at 6%; with 100% employer match about $198,517 at 4% or $132,345 at 6%.
2007137$0$0-
Diversified Financial Management Corp. 401(K) Plan-37---
2006233$4,790,371$1,329,784$40,296iApproximate average salary by contribution assumption: employee only about $1,007,412 at 4% or $671,608 at 6%; with 50% employer match about $671,608 at 4% or $447,739 at 6%; with 100% employer match about $503,706 at 4% or $335,804 at 6%.
Diversified Financial Management Corp. 401(K) Plan-33$4,790,371$1,125,784$34,115iApproximate average salary by contribution assumption: employee only about $852,867 at 4% or $568,578 at 6%; with 50% employer match about $568,578 at 4% or $379,052 at 6%; with 100% employer match about $426,433 at 4% or $284,289 at 6%.
Zunamon & Co. Ltd. Pension Trust-0-$204,000-
2005240$4,119,775$1,054,985$26,375iApproximate average salary by contribution assumption: employee only about $659,366 at 4% or $439,577 at 6%; with 50% employer match about $439,577 at 4% or $293,051 at 6%; with 100% employer match about $329,683 at 4% or $219,789 at 6%.
Diversified Financial Management Corp. 401(K) Plan-40$3,616,699$813,014$20,325iApproximate average salary by contribution assumption: employee only about $508,134 at 4% or $338,756 at 6%; with 50% employer match about $338,756 at 4% or $225,837 at 6%; with 100% employer match about $254,067 at 4% or $169,378 at 6%.
Zunamon & Co. Ltd. Pension Trust-39$503,076$241,971$6,204iApproximate average salary by contribution assumption: employee only about $155,110 at 4% or $103,406 at 6%; with 50% employer match about $103,406 at 4% or $68,938 at 6%; with 100% employer match about $77,555 at 4% or $51,703 at 6%.
2004237$3,523,522$569,446$15,390iApproximate average salary by contribution assumption: employee only about $384,761 at 4% or $256,507 at 6%; with 50% employer match about $256,507 at 4% or $171,005 at 6%; with 100% employer match about $192,380 at 4% or $128,254 at 6%.
Diversified Financial Management Corp. 401(K) Plan-37$2,869,867$524,619$14,179iApproximate average salary by contribution assumption: employee only about $354,472 at 4% or $236,315 at 6%; with 50% employer match about $236,315 at 4% or $157,543 at 6%; with 100% employer match about $177,236 at 4% or $118,157 at 6%.
Zunamon & Co. Ltd. Pension Trust-36$653,655$44,827$1,245iApproximate average salary by contribution assumption: employee only about $31,130 at 4% or $20,753 at 6%; with 50% employer match about $20,753 at 4% or $13,835 at 6%; with 100% employer match about $15,565 at 4% or $10,377 at 6%.
2003239$2,813,052$626,682$16,069iApproximate average salary by contribution assumption: employee only about $401,719 at 4% or $267,813 at 6%; with 50% employer match about $267,813 at 4% or $178,542 at 6%; with 100% employer match about $200,860 at 4% or $133,906 at 6%.
Diversified Financial Management Corp. 401(K) Plan-39$2,206,137$571,068$14,643iApproximate average salary by contribution assumption: employee only about $366,069 at 4% or $244,046 at 6%; with 50% employer match about $244,046 at 4% or $162,697 at 6%; with 100% employer match about $183,035 at 4% or $122,023 at 6%.
Zunamon & Co. Ltd. Pension Trust-38$606,915$55,614$1,464iApproximate average salary by contribution assumption: employee only about $36,588 at 4% or $24,392 at 6%; with 50% employer match about $24,392 at 4% or $16,261 at 6%; with 100% employer match about $18,294 at 4% or $12,196 at 6%.
2002248$1,863,585$643,277$13,402iApproximate average salary by contribution assumption: employee only about $335,040 at 4% or $223,360 at 6%; with 50% employer match about $223,360 at 4% or $148,907 at 6%; with 100% employer match about $167,520 at 4% or $111,680 at 6%.
Diversified Financial Management Corp. 401(K) Plan-48$1,312,460$510,748$10,641iApproximate average salary by contribution assumption: employee only about $266,015 at 4% or $177,343 at 6%; with 50% employer match about $177,343 at 4% or $118,229 at 6%; with 100% employer match about $133,007 at 4% or $88,672 at 6%.
Zunamon & Co. Ltd. Pension Trust-34$551,125$132,529$3,898iApproximate average salary by contribution assumption: employee only about $97,448 at 4% or $64,965 at 6%; with 50% employer match about $64,965 at 4% or $43,310 at 6%; with 100% employer match about $48,724 at 4% or $32,483 at 6%.
2001236$0$0-
Zunamon & Co. Ltd. Pension Trust-30---
Diversified Financial Management Corp. 401(K) Plan-36---
2000235$1,788,637$221,878$6,339iApproximate average salary by contribution assumption: employee only about $158,484 at 4% or $105,656 at 6%; with 50% employer match about $105,656 at 4% or $70,437 at 6%; with 100% employer match about $79,242 at 4% or $52,828 at 6%.
Diversified Financial Management Corp. 401(K) Plan-35$1,189,408$221,878$6,339iApproximate average salary by contribution assumption: employee only about $158,484 at 4% or $105,656 at 6%; with 50% employer match about $105,656 at 4% or $70,437 at 6%; with 100% employer match about $79,242 at 4% or $52,828 at 6%.
Zunamon & Co. Ltd. Pension Trust-18$599,229--
1999231$2,132,122$329,000$10,613iApproximate average salary by contribution assumption: employee only about $265,323 at 4% or $176,882 at 6%; with 50% employer match about $176,882 at 4% or $117,921 at 6%; with 100% employer match about $132,661 at 4% or $88,441 at 6%.
Diversified Financial Management Corp. 401(K) Plan-31$1,375,723$278,733$8,991iApproximate average salary by contribution assumption: employee only about $224,785 at 4% or $149,856 at 6%; with 50% employer match about $149,856 at 4% or $99,904 at 6%; with 100% employer match about $112,392 at 4% or $74,928 at 6%.
Zunamon & Co. Ltd. Pension Trust-15$756,399$50,267$3,351iApproximate average salary by contribution assumption: employee only about $83,778 at 4% or $55,852 at 6%; with 50% employer match about $55,852 at 4% or $37,235 at 6%; with 100% employer match about $41,889 at 4% or $27,926 at 6%.