Advis Inc.
Plan context: Advis Inc. 401(K) Profit Sharing Plan and Trust
EIN 36-3123475 • Tinley Park, IL • 26 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
36
2024 Assets
$6,888,782
2024 Contributions
$431,035
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 36 | $6,888,782 | $431,035 | $11,973iApproximate average salary by contribution assumption: employee only about $299,330 at 4% or $199,553 at 6%; with 50% employer match about $199,553 at 4% or $133,035 at 6%; with 100% employer match about $149,665 at 4% or $99,777 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 36 | $6,888,782 | $431,035 | $11,973iApproximate average salary by contribution assumption: employee only about $299,330 at 4% or $199,553 at 6%; with 50% employer match about $199,553 at 4% or $133,035 at 6%; with 100% employer match about $149,665 at 4% or $99,777 at 6%. |
| 2023 | 1 | 37 | $5,675,576 | $455,966 | $12,323iApproximate average salary by contribution assumption: employee only about $308,085 at 4% or $205,390 at 6%; with 50% employer match about $205,390 at 4% or $136,927 at 6%; with 100% employer match about $154,043 at 4% or $102,695 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 37 | $5,675,576 | $455,966 | $12,323iApproximate average salary by contribution assumption: employee only about $308,085 at 4% or $205,390 at 6%; with 50% employer match about $205,390 at 4% or $136,927 at 6%; with 100% employer match about $154,043 at 4% or $102,695 at 6%. |
| 2022 | 1 | 36 | $4,474,061 | $410,595 | $11,405iApproximate average salary by contribution assumption: employee only about $285,135 at 4% or $190,090 at 6%; with 50% employer match about $190,090 at 4% or $126,727 at 6%; with 100% employer match about $142,568 at 4% or $95,045 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 36 | $4,474,061 | $410,595 | $11,405iApproximate average salary by contribution assumption: employee only about $285,135 at 4% or $190,090 at 6%; with 50% employer match about $190,090 at 4% or $126,727 at 6%; with 100% employer match about $142,568 at 4% or $95,045 at 6%. |
| 2021 | 1 | 32 | $4,902,386 | $422,903 | $13,216iApproximate average salary by contribution assumption: employee only about $330,393 at 4% or $220,262 at 6%; with 50% employer match about $220,262 at 4% or $146,841 at 6%; with 100% employer match about $165,196 at 4% or $110,131 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 32 | $4,902,386 | $422,903 | $13,216iApproximate average salary by contribution assumption: employee only about $330,393 at 4% or $220,262 at 6%; with 50% employer match about $220,262 at 4% or $146,841 at 6%; with 100% employer match about $165,196 at 4% or $110,131 at 6%. |
| 2020 | 1 | 35 | $4,067,752 | $373,459 | $10,670iApproximate average salary by contribution assumption: employee only about $266,756 at 4% or $177,838 at 6%; with 50% employer match about $177,838 at 4% or $118,558 at 6%; with 100% employer match about $133,378 at 4% or $88,919 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 35 | $4,067,752 | $373,459 | $10,670iApproximate average salary by contribution assumption: employee only about $266,756 at 4% or $177,838 at 6%; with 50% employer match about $177,838 at 4% or $118,558 at 6%; with 100% employer match about $133,378 at 4% or $88,919 at 6%. |
| 2019 | 1 | 31 | $3,198,363 | $348,624 | $11,246iApproximate average salary by contribution assumption: employee only about $281,148 at 4% or $187,432 at 6%; with 50% employer match about $187,432 at 4% or $124,955 at 6%; with 100% employer match about $140,574 at 4% or $93,716 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 31 | $3,198,363 | $348,624 | $11,246iApproximate average salary by contribution assumption: employee only about $281,148 at 4% or $187,432 at 6%; with 50% employer match about $187,432 at 4% or $124,955 at 6%; with 100% employer match about $140,574 at 4% or $93,716 at 6%. |
| 2018 | 1 | 37 | $2,512,930 | $256,098 | $6,922iApproximate average salary by contribution assumption: employee only about $173,039 at 4% or $115,359 at 6%; with 50% employer match about $115,359 at 4% or $76,906 at 6%; with 100% employer match about $86,520 at 4% or $57,680 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 37 | $2,512,930 | $256,098 | $6,922iApproximate average salary by contribution assumption: employee only about $173,039 at 4% or $115,359 at 6%; with 50% employer match about $115,359 at 4% or $76,906 at 6%; with 100% employer match about $86,520 at 4% or $57,680 at 6%. |
| 2017 | 1 | 36 | $2,441,045 | $156,234 | $4,340iApproximate average salary by contribution assumption: employee only about $108,496 at 4% or $72,331 at 6%; with 50% employer match about $72,331 at 4% or $48,220 at 6%; with 100% employer match about $54,248 at 4% or $36,165 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 36 | $2,441,045 | $156,234 | $4,340iApproximate average salary by contribution assumption: employee only about $108,496 at 4% or $72,331 at 6%; with 50% employer match about $72,331 at 4% or $48,220 at 6%; with 100% employer match about $54,248 at 4% or $36,165 at 6%. |
| 2016 | 1 | 37 | $4,292,884 | $222,920 | $6,025iApproximate average salary by contribution assumption: employee only about $150,622 at 4% or $100,414 at 6%; with 50% employer match about $100,414 at 4% or $66,943 at 6%; with 100% employer match about $75,311 at 4% or $50,207 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 37 | $4,292,884 | $222,920 | $6,025iApproximate average salary by contribution assumption: employee only about $150,622 at 4% or $100,414 at 6%; with 50% employer match about $100,414 at 4% or $66,943 at 6%; with 100% employer match about $75,311 at 4% or $50,207 at 6%. |
| 2015 | 1 | 29 | $4,115,498 | $263,908 | $9,100iApproximate average salary by contribution assumption: employee only about $227,507 at 4% or $151,671 at 6%; with 50% employer match about $151,671 at 4% or $101,114 at 6%; with 100% employer match about $113,753 at 4% or $75,836 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 29 | $4,115,498 | $263,908 | $9,100iApproximate average salary by contribution assumption: employee only about $227,507 at 4% or $151,671 at 6%; with 50% employer match about $151,671 at 4% or $101,114 at 6%; with 100% employer match about $113,753 at 4% or $75,836 at 6%. |
| 2014 | 1 | 21 | $3,938,565 | $243,407 | $11,591iApproximate average salary by contribution assumption: employee only about $289,770 at 4% or $193,180 at 6%; with 50% employer match about $193,180 at 4% or $128,787 at 6%; with 100% employer match about $144,885 at 4% or $96,590 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 21 | $3,938,565 | $243,407 | $11,591iApproximate average salary by contribution assumption: employee only about $289,770 at 4% or $193,180 at 6%; with 50% employer match about $193,180 at 4% or $128,787 at 6%; with 100% employer match about $144,885 at 4% or $96,590 at 6%. |
| 2013 | 1 | 23 | $3,682,497 | $224,296 | $9,752iApproximate average salary by contribution assumption: employee only about $243,800 at 4% or $162,533 at 6%; with 50% employer match about $162,533 at 4% or $108,356 at 6%; with 100% employer match about $121,900 at 4% or $81,267 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 23 | $3,682,497 | $224,296 | $9,752iApproximate average salary by contribution assumption: employee only about $243,800 at 4% or $162,533 at 6%; with 50% employer match about $162,533 at 4% or $108,356 at 6%; with 100% employer match about $121,900 at 4% or $81,267 at 6%. |
| 2012 | 1 | 19 | $3,141,897 | $222,253 | $11,698iApproximate average salary by contribution assumption: employee only about $292,438 at 4% or $194,959 at 6%; with 50% employer match about $194,959 at 4% or $129,973 at 6%; with 100% employer match about $146,219 at 4% or $97,479 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 19 | $3,141,897 | $222,253 | $11,698iApproximate average salary by contribution assumption: employee only about $292,438 at 4% or $194,959 at 6%; with 50% employer match about $194,959 at 4% or $129,973 at 6%; with 100% employer match about $146,219 at 4% or $97,479 at 6%. |
| 2011 | 1 | 19 | $2,692,014 | $186,292 | $9,805iApproximate average salary by contribution assumption: employee only about $245,121 at 4% or $163,414 at 6%; with 50% employer match about $163,414 at 4% or $108,943 at 6%; with 100% employer match about $122,561 at 4% or $81,707 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 19 | $2,692,014 | $186,292 | $9,805iApproximate average salary by contribution assumption: employee only about $245,121 at 4% or $163,414 at 6%; with 50% employer match about $163,414 at 4% or $108,943 at 6%; with 100% employer match about $122,561 at 4% or $81,707 at 6%. |
| 2010 | 1 | 21 | $2,635,863 | $172,321 | $8,206iApproximate average salary by contribution assumption: employee only about $205,144 at 4% or $136,763 at 6%; with 50% employer match about $136,763 at 4% or $91,175 at 6%; with 100% employer match about $102,572 at 4% or $68,381 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 21 | $2,635,863 | $172,321 | $8,206iApproximate average salary by contribution assumption: employee only about $205,144 at 4% or $136,763 at 6%; with 50% employer match about $136,763 at 4% or $91,175 at 6%; with 100% employer match about $102,572 at 4% or $68,381 at 6%. |
| 2009 | 1 | 39 | $2,419,212 | $193,666 | $4,966iApproximate average salary by contribution assumption: employee only about $124,145 at 4% or $82,763 at 6%; with 50% employer match about $82,763 at 4% or $55,175 at 6%; with 100% employer match about $62,072 at 4% or $41,382 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 39 | $2,419,212 | $193,666 | $4,966iApproximate average salary by contribution assumption: employee only about $124,145 at 4% or $82,763 at 6%; with 50% employer match about $82,763 at 4% or $55,175 at 6%; with 100% employer match about $62,072 at 4% or $41,382 at 6%. |
| 2008 | 1 | 17 | $2,156,030 | $231,200 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 17 | $2,156,030 | $231,200 | $13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 15 | - | - | - |
| 2006 | 1 | 14 | $1,838,375 | $213,666 | $15,262iApproximate average salary by contribution assumption: employee only about $381,546 at 4% or $254,364 at 6%; with 50% employer match about $254,364 at 4% or $169,576 at 6%; with 100% employer match about $190,773 at 4% or $127,182 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 14 | $1,838,375 | $213,666 | $15,262iApproximate average salary by contribution assumption: employee only about $381,546 at 4% or $254,364 at 6%; with 50% employer match about $254,364 at 4% or $169,576 at 6%; with 100% employer match about $190,773 at 4% or $127,182 at 6%. |
| 2005 | 1 | 13 | $1,364,926 | $189,597 | $14,584iApproximate average salary by contribution assumption: employee only about $364,610 at 4% or $243,073 at 6%; with 50% employer match about $243,073 at 4% or $162,049 at 6%; with 100% employer match about $182,305 at 4% or $121,537 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 13 | $1,364,926 | $189,597 | $14,584iApproximate average salary by contribution assumption: employee only about $364,610 at 4% or $243,073 at 6%; with 50% employer match about $243,073 at 4% or $162,049 at 6%; with 100% employer match about $182,305 at 4% or $121,537 at 6%. |
| 2004 | 1 | 10 | $1,129,957 | $386,930 | $38,693iApproximate average salary by contribution assumption: employee only about $967,325 at 4% or $644,883 at 6%; with 50% employer match about $644,883 at 4% or $429,922 at 6%; with 100% employer match about $483,663 at 4% or $322,442 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 10 | $1,129,957 | $386,930 | $38,693iApproximate average salary by contribution assumption: employee only about $967,325 at 4% or $644,883 at 6%; with 50% employer match about $644,883 at 4% or $429,922 at 6%; with 100% employer match about $483,663 at 4% or $322,442 at 6%. |
| 2003 | 1 | 10 | $659,581 | $124,446 | $12,445iApproximate average salary by contribution assumption: employee only about $311,115 at 4% or $207,410 at 6%; with 50% employer match about $207,410 at 4% or $138,273 at 6%; with 100% employer match about $155,558 at 4% or $103,705 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 10 | $659,581 | $124,446 | $12,445iApproximate average salary by contribution assumption: employee only about $311,115 at 4% or $207,410 at 6%; with 50% employer match about $207,410 at 4% or $138,273 at 6%; with 100% employer match about $155,558 at 4% or $103,705 at 6%. |
| 2002 | 1 | 8 | $419,125 | $106,389 | $13,299iApproximate average salary by contribution assumption: employee only about $332,466 at 4% or $221,644 at 6%; with 50% employer match about $221,644 at 4% or $147,763 at 6%; with 100% employer match about $166,233 at 4% or $110,822 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 8 | $419,125 | $106,389 | $13,299iApproximate average salary by contribution assumption: employee only about $332,466 at 4% or $221,644 at 6%; with 50% employer match about $221,644 at 4% or $147,763 at 6%; with 100% employer match about $166,233 at 4% or $110,822 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2000 | 1 | 6 | $317,905 | $75,527 | $12,588iApproximate average salary by contribution assumption: employee only about $314,696 at 4% or $209,797 at 6%; with 50% employer match about $209,797 at 4% or $139,865 at 6%; with 100% employer match about $157,348 at 4% or $104,899 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 6 | $317,905 | $75,527 | $12,588iApproximate average salary by contribution assumption: employee only about $314,696 at 4% or $209,797 at 6%; with 50% employer match about $209,797 at 4% or $139,865 at 6%; with 100% employer match about $157,348 at 4% or $104,899 at 6%. |
| 1999 | 1 | 8 | $237,660 | $53,906 | $6,738iApproximate average salary by contribution assumption: employee only about $168,456 at 4% or $112,304 at 6%; with 50% employer match about $112,304 at 4% or $74,869 at 6%; with 100% employer match about $84,228 at 4% or $56,152 at 6%. |
| Advis Inc. 401(K) Profit Sharing Plan and Trust | - | 8 | $237,660 | $53,906 | $6,738iApproximate average salary by contribution assumption: employee only about $168,456 at 4% or $112,304 at 6%; with 50% employer match about $112,304 at 4% or $74,869 at 6%; with 100% employer match about $84,228 at 4% or $56,152 at 6%. |