Civic Intelligence

H. Sam Tollaksen

Plan context: H. Sam Tollaksen 401(K) Plan

EIN 36-3013041 • Deerfield, IL • 20 filings • 3 plans

1100 Knollwood RoadDeerfield, IL 60015
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$644,065

2020 Contributions

$5,625

Historical Graphs

Total Assets Over Time

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

$762,201$381,101$0200220112019YearValue
$644,065Latest year 2019

Participants Over Time

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

420200120102019YearValue
1Latest year 2019

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
202010$0$0-
H. Sam Tollaksen 401(K) Plan-0$0--
201911$644,065$0-
H. Sam Tollaksen 401(K) Plan-1$644,065--
201811$592,361$5,625$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
H. Sam Tollaksen 401(K) Plan-1$592,361$5,625$5,625iApproximate average salary by contribution assumption: employee only about $140,625 at 4% or $93,750 at 6%; with 50% employer match about $93,750 at 4% or $62,500 at 6%; with 100% employer match about $70,313 at 4% or $46,875 at 6%.
201711$628,286$32,374$32,374iApproximate average salary by contribution assumption: employee only about $809,350 at 4% or $539,567 at 6%; with 50% employer match about $539,567 at 4% or $359,711 at 6%; with 100% employer match about $404,675 at 4% or $269,783 at 6%.
H. Sam Tollaksen 401(K) Plan-1$628,286$32,374$32,374iApproximate average salary by contribution assumption: employee only about $809,350 at 4% or $539,567 at 6%; with 50% employer match about $539,567 at 4% or $359,711 at 6%; with 100% employer match about $404,675 at 4% or $269,783 at 6%.
201611$511,863$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
H. Sam Tollaksen 401(K) Plan-1$511,863$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201512$634,098$31,375$15,688iApproximate average salary by contribution assumption: employee only about $392,188 at 4% or $261,458 at 6%; with 50% employer match about $261,458 at 4% or $174,306 at 6%; with 100% employer match about $196,094 at 4% or $130,729 at 6%.
H. Sam Tollaksen 401(K) Plan-2$634,098$31,375$15,688iApproximate average salary by contribution assumption: employee only about $392,188 at 4% or $261,458 at 6%; with 50% employer match about $261,458 at 4% or $174,306 at 6%; with 100% employer match about $196,094 at 4% or $130,729 at 6%.
201412$651,247$23,437$11,719iApproximate average salary by contribution assumption: employee only about $292,963 at 4% or $195,308 at 6%; with 50% employer match about $195,308 at 4% or $130,206 at 6%; with 100% employer match about $146,481 at 4% or $97,654 at 6%.
H. Sam Tollaksen 401(K) Plan-2$651,247$23,437$11,719iApproximate average salary by contribution assumption: employee only about $292,963 at 4% or $195,308 at 6%; with 50% employer match about $195,308 at 4% or $130,206 at 6%; with 100% employer match about $146,481 at 4% or $97,654 at 6%.
201312$762,201$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
H. Sam Tollaksen 401(K) Plan-2$762,201$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201212$653,690$44,999$22,500iApproximate average salary by contribution assumption: employee only about $562,488 at 4% or $374,992 at 6%; with 50% employer match about $374,992 at 4% or $249,994 at 6%; with 100% employer match about $281,244 at 4% or $187,496 at 6%.
H. Sam Tollaksen 401(K) Plan-2$653,690$44,999$22,500iApproximate average salary by contribution assumption: employee only about $562,488 at 4% or $374,992 at 6%; with 50% employer match about $374,992 at 4% or $249,994 at 6%; with 100% employer match about $281,244 at 4% or $187,496 at 6%.
201112$568,164$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
H. Sam Tollaksen 401(K) Plan-2$568,164$70,500$35,250iApproximate average salary by contribution assumption: employee only about $881,250 at 4% or $587,500 at 6%; with 50% employer match about $587,500 at 4% or $391,667 at 6%; with 100% employer match about $440,625 at 4% or $293,750 at 6%.
201012$488,759$70,504$35,252iApproximate average salary by contribution assumption: employee only about $881,300 at 4% or $587,533 at 6%; with 50% employer match about $587,533 at 4% or $391,689 at 6%; with 100% employer match about $440,650 at 4% or $293,767 at 6%.
H. Sam Tollaksen 401(K) Plan-2$488,759$70,504$35,252iApproximate average salary by contribution assumption: employee only about $881,300 at 4% or $587,533 at 6%; with 50% employer match about $587,533 at 4% or $391,689 at 6%; with 100% employer match about $440,650 at 4% or $293,767 at 6%.
200912$372,722$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
H. Sam Tollaksen 401(K) Plan-2$372,722$66,000$33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%.
200813$224,786$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
H. Sam Tollaksen 401(K) Plan-3$224,786$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200713$0$0-
H. Sam Tollaksen 401(K) Plan-3---
200613$221,414$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
H. Sam Tollaksen 401(K) Plan-3$221,414$60,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200513$146,941$41,320$13,773iApproximate average salary by contribution assumption: employee only about $344,333 at 4% or $229,556 at 6%; with 50% employer match about $229,556 at 4% or $153,037 at 6%; with 100% employer match about $172,167 at 4% or $114,778 at 6%.
H. Sam Tollaksen 401(K) Plan-3$146,941$41,320$13,773iApproximate average salary by contribution assumption: employee only about $344,333 at 4% or $229,556 at 6%; with 50% employer match about $229,556 at 4% or $153,037 at 6%; with 100% employer match about $172,167 at 4% or $114,778 at 6%.
200413$92,646$24,007$8,002iApproximate average salary by contribution assumption: employee only about $200,058 at 4% or $133,372 at 6%; with 50% employer match about $133,372 at 4% or $88,915 at 6%; with 100% employer match about $100,029 at 4% or $66,686 at 6%.
H. Sam Tollaksen 401(K) Plan-3$92,646$24,007$8,002iApproximate average salary by contribution assumption: employee only about $200,058 at 4% or $133,372 at 6%; with 50% employer match about $133,372 at 4% or $88,915 at 6%; with 100% employer match about $100,029 at 4% or $66,686 at 6%.
200313$70,709$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
H. Sam Tollaksen 401(K) Plan-3$70,709$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
200213$42,506$23,630$7,877iApproximate average salary by contribution assumption: employee only about $196,917 at 4% or $131,278 at 6%; with 50% employer match about $131,278 at 4% or $87,519 at 6%; with 100% employer match about $98,458 at 4% or $65,639 at 6%.
H. Sam Tollaksen 401(K) Plan-3$42,506$23,630$7,877iApproximate average salary by contribution assumption: employee only about $196,917 at 4% or $131,278 at 6%; with 50% employer match about $131,278 at 4% or $87,519 at 6%; with 100% employer match about $98,458 at 4% or $65,639 at 6%.
200114$0$0-
H. Sam Tollaksen 401(K) Plan-4---