First Analysis Corporation
Plan context: First Analysis Corporation 401K Plan
EIN 36-3140467 • Chicago, IL • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$15,995,808
2024 Contributions
$408,119
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 | 39 | $15,995,808 | $408,119 | $10,465iApproximate average salary by contribution assumption: employee only about $261,615 at 4% or $174,410 at 6%; with 50% employer match about $174,410 at 4% or $116,273 at 6%; with 100% employer match about $130,807 at 4% or $87,205 at 6%. |
| First Analysis Corporation 401K Plan | - | 39 | $15,995,808 | $408,119 | $10,465iApproximate average salary by contribution assumption: employee only about $261,615 at 4% or $174,410 at 6%; with 50% employer match about $174,410 at 4% or $116,273 at 6%; with 100% employer match about $130,807 at 4% or $87,205 at 6%. |
| 2023 | 1 | 41 | $14,769,853 | $333,671 | $8,138iApproximate average salary by contribution assumption: employee only about $203,458 at 4% or $135,639 at 6%; with 50% employer match about $135,639 at 4% or $90,426 at 6%; with 100% employer match about $101,729 at 4% or $67,819 at 6%. |
| First Analysis Corporation 401K Plan | - | 41 | $14,769,853 | $333,671 | $8,138iApproximate average salary by contribution assumption: employee only about $203,458 at 4% or $135,639 at 6%; with 50% employer match about $135,639 at 4% or $90,426 at 6%; with 100% employer match about $101,729 at 4% or $67,819 at 6%. |
| 2022 | 1 | 39 | $12,593,429 | $370,938 | $9,511iApproximate average salary by contribution assumption: employee only about $237,781 at 4% or $158,521 at 6%; with 50% employer match about $158,521 at 4% or $105,680 at 6%; with 100% employer match about $118,890 at 4% or $79,260 at 6%. |
| First Analysis Corporation 401K Plan | - | 39 | $12,593,429 | $370,938 | $9,511iApproximate average salary by contribution assumption: employee only about $237,781 at 4% or $158,521 at 6%; with 50% employer match about $158,521 at 4% or $105,680 at 6%; with 100% employer match about $118,890 at 4% or $79,260 at 6%. |
| 2021 | 1 | 38 | $15,330,440 | $398,911 | $10,498iApproximate average salary by contribution assumption: employee only about $262,441 at 4% or $174,961 at 6%; with 50% employer match about $174,961 at 4% or $116,641 at 6%; with 100% employer match about $131,221 at 4% or $87,480 at 6%. |
| First Analysis Corporation 401K Plan | - | 38 | $15,330,440 | $398,911 | $10,498iApproximate average salary by contribution assumption: employee only about $262,441 at 4% or $174,961 at 6%; with 50% employer match about $174,961 at 4% or $116,641 at 6%; with 100% employer match about $131,221 at 4% or $87,480 at 6%. |
| 2020 | 1 | 40 | $13,888,483 | $531,622 | $13,291iApproximate average salary by contribution assumption: employee only about $332,264 at 4% or $221,509 at 6%; with 50% employer match about $221,509 at 4% or $147,673 at 6%; with 100% employer match about $166,132 at 4% or $110,755 at 6%. |
| First Analysis Corporation 401K Plan | - | 40 | $13,888,483 | $531,622 | $13,291iApproximate average salary by contribution assumption: employee only about $332,264 at 4% or $221,509 at 6%; with 50% employer match about $221,509 at 4% or $147,673 at 6%; with 100% employer match about $166,132 at 4% or $110,755 at 6%. |
| 2019 | 1 | 47 | $13,630,709 | $411,467 | $8,755iApproximate average salary by contribution assumption: employee only about $218,865 at 4% or $145,910 at 6%; with 50% employer match about $145,910 at 4% or $97,274 at 6%; with 100% employer match about $109,433 at 4% or $72,955 at 6%. |
| First Analysis Corporation 401K Plan | - | 47 | $13,630,709 | $411,467 | $8,755iApproximate average salary by contribution assumption: employee only about $218,865 at 4% or $145,910 at 6%; with 50% employer match about $145,910 at 4% or $97,274 at 6%; with 100% employer match about $109,433 at 4% or $72,955 at 6%. |
| 2018 | 1 | 46 | $11,139,430 | $459,577 | $9,991iApproximate average salary by contribution assumption: employee only about $249,770 at 4% or $166,513 at 6%; with 50% employer match about $166,513 at 4% or $111,009 at 6%; with 100% employer match about $124,885 at 4% or $83,257 at 6%. |
| First Analysis Corporation 401K Plan | - | 46 | $11,139,430 | $459,577 | $9,991iApproximate average salary by contribution assumption: employee only about $249,770 at 4% or $166,513 at 6%; with 50% employer match about $166,513 at 4% or $111,009 at 6%; with 100% employer match about $124,885 at 4% or $83,257 at 6%. |
| 2017 | 1 | 45 | $11,343,381 | $442,940 | $9,843iApproximate average salary by contribution assumption: employee only about $246,078 at 4% or $164,052 at 6%; with 50% employer match about $164,052 at 4% or $109,368 at 6%; with 100% employer match about $123,039 at 4% or $82,026 at 6%. |
| First Analysis Corporation 401K Plan | - | 45 | $11,343,381 | $442,940 | $9,843iApproximate average salary by contribution assumption: employee only about $246,078 at 4% or $164,052 at 6%; with 50% employer match about $164,052 at 4% or $109,368 at 6%; with 100% employer match about $123,039 at 4% or $82,026 at 6%. |
| 2016 | 1 | 48 | $10,010,718 | $477,331 | $9,944iApproximate average salary by contribution assumption: employee only about $248,610 at 4% or $165,740 at 6%; with 50% employer match about $165,740 at 4% or $110,493 at 6%; with 100% employer match about $124,305 at 4% or $82,870 at 6%. |
| First Analysis Corporation 401K Plan | - | 48 | $10,010,718 | $477,331 | $9,944iApproximate average salary by contribution assumption: employee only about $248,610 at 4% or $165,740 at 6%; with 50% employer match about $165,740 at 4% or $110,493 at 6%; with 100% employer match about $124,305 at 4% or $82,870 at 6%. |
| 2015 | 1 | 50 | $9,163,086 | $552,828 | $11,057iApproximate average salary by contribution assumption: employee only about $276,414 at 4% or $184,276 at 6%; with 50% employer match about $184,276 at 4% or $122,851 at 6%; with 100% employer match about $138,207 at 4% or $92,138 at 6%. |
| First Analysis Corporation 401K Plan | - | 50 | $9,163,086 | $552,828 | $11,057iApproximate average salary by contribution assumption: employee only about $276,414 at 4% or $184,276 at 6%; with 50% employer match about $184,276 at 4% or $122,851 at 6%; with 100% employer match about $138,207 at 4% or $92,138 at 6%. |
| 2014 | 1 | 48 | $9,012,682 | $500,400 | $10,425iApproximate average salary by contribution assumption: employee only about $260,625 at 4% or $173,750 at 6%; with 50% employer match about $173,750 at 4% or $115,833 at 6%; with 100% employer match about $130,313 at 4% or $86,875 at 6%. |
| First Analysis Corporation 401K Plan | - | 48 | $9,012,682 | $500,400 | $10,425iApproximate average salary by contribution assumption: employee only about $260,625 at 4% or $173,750 at 6%; with 50% employer match about $173,750 at 4% or $115,833 at 6%; with 100% employer match about $130,313 at 4% or $86,875 at 6%. |
| 2013 | 1 | 52 | $8,634,787 | $556,850 | $10,709iApproximate average salary by contribution assumption: employee only about $267,716 at 4% or $178,478 at 6%; with 50% employer match about $178,478 at 4% or $118,985 at 6%; with 100% employer match about $133,858 at 4% or $89,239 at 6%. |
| First Analysis Corporation 401K Plan | - | 52 | $8,634,787 | $556,850 | $10,709iApproximate average salary by contribution assumption: employee only about $267,716 at 4% or $178,478 at 6%; with 50% employer match about $178,478 at 4% or $118,985 at 6%; with 100% employer match about $133,858 at 4% or $89,239 at 6%. |
| 2012 | 1 | 54 | $7,158,399 | $509,253 | $9,431iApproximate average salary by contribution assumption: employee only about $235,765 at 4% or $157,177 at 6%; with 50% employer match about $157,177 at 4% or $104,785 at 6%; with 100% employer match about $117,883 at 4% or $78,588 at 6%. |
| First Analysis Corporation 401K Plan | - | 54 | $7,158,399 | $509,253 | $9,431iApproximate average salary by contribution assumption: employee only about $235,765 at 4% or $157,177 at 6%; with 50% employer match about $157,177 at 4% or $104,785 at 6%; with 100% employer match about $117,883 at 4% or $78,588 at 6%. |
| 2011 | 1 | 55 | $7,253,974 | $525,505 | $9,555iApproximate average salary by contribution assumption: employee only about $238,866 at 4% or $159,244 at 6%; with 50% employer match about $159,244 at 4% or $106,163 at 6%; with 100% employer match about $119,433 at 4% or $79,622 at 6%. |
| First Analysis Corporation 401K Plan | - | 55 | $7,253,974 | $525,505 | $9,555iApproximate average salary by contribution assumption: employee only about $238,866 at 4% or $159,244 at 6%; with 50% employer match about $159,244 at 4% or $106,163 at 6%; with 100% employer match about $119,433 at 4% or $79,622 at 6%. |
| 2010 | 1 | 53 | $7,235,817 | $460,445 | $8,688iApproximate average salary by contribution assumption: employee only about $217,191 at 4% or $144,794 at 6%; with 50% employer match about $144,794 at 4% or $96,529 at 6%; with 100% employer match about $108,596 at 4% or $72,397 at 6%. |
| First Analysis Corporation 401K Plan | - | 53 | $7,235,817 | $460,445 | $8,688iApproximate average salary by contribution assumption: employee only about $217,191 at 4% or $144,794 at 6%; with 50% employer match about $144,794 at 4% or $96,529 at 6%; with 100% employer match about $108,596 at 4% or $72,397 at 6%. |
| 2009 | 1 | 53 | $5,833,906 | $491,846 | $9,280iApproximate average salary by contribution assumption: employee only about $232,003 at 4% or $154,669 at 6%; with 50% employer match about $154,669 at 4% or $103,112 at 6%; with 100% employer match about $116,001 at 4% or $77,334 at 6%. |
| First Analysis Corporation 401K Plan | - | 53 | $5,833,906 | $491,846 | $9,280iApproximate average salary by contribution assumption: employee only about $232,003 at 4% or $154,669 at 6%; with 50% employer match about $154,669 at 4% or $103,112 at 6%; with 100% employer match about $116,001 at 4% or $77,334 at 6%. |
| 2008 | 1 | 48 | $4,462,907 | $609,345 | $12,695iApproximate average salary by contribution assumption: employee only about $317,367 at 4% or $211,578 at 6%; with 50% employer match about $211,578 at 4% or $141,052 at 6%; with 100% employer match about $158,684 at 4% or $105,789 at 6%. |
| First Analysis Corporation 401K Plan | - | 48 | $4,462,907 | $609,345 | $12,695iApproximate average salary by contribution assumption: employee only about $317,367 at 4% or $211,578 at 6%; with 50% employer match about $211,578 at 4% or $141,052 at 6%; with 100% employer match about $158,684 at 4% or $105,789 at 6%. |
| 2007 | 1 | 50 | $5,920,332 | $527,327 | $10,547iApproximate average salary by contribution assumption: employee only about $263,664 at 4% or $175,776 at 6%; with 50% employer match about $175,776 at 4% or $117,184 at 6%; with 100% employer match about $131,832 at 4% or $87,888 at 6%. |
| First Analysis Corporation 401K Plan | - | 50 | $5,920,332 | $527,327 | $10,547iApproximate average salary by contribution assumption: employee only about $263,664 at 4% or $175,776 at 6%; with 50% employer match about $175,776 at 4% or $117,184 at 6%; with 100% employer match about $131,832 at 4% or $87,888 at 6%. |
| 2006 | 1 | 52 | $5,203,772 | $454,952 | $8,749iApproximate average salary by contribution assumption: employee only about $218,727 at 4% or $145,818 at 6%; with 50% employer match about $145,818 at 4% or $97,212 at 6%; with 100% employer match about $109,363 at 4% or $72,909 at 6%. |
| First Analysis Corporation 401K Plan | - | 52 | $5,203,772 | $454,952 | $8,749iApproximate average salary by contribution assumption: employee only about $218,727 at 4% or $145,818 at 6%; with 50% employer match about $145,818 at 4% or $97,212 at 6%; with 100% employer match about $109,363 at 4% or $72,909 at 6%. |
| 2005 | 1 | 52 | $0 | $0 | - |
| First Analysis Corporation 401K Plan | - | 52 | - | - | - |
| 2004 | 1 | 41 | $3,583,056 | $546,802 | $13,337iApproximate average salary by contribution assumption: employee only about $333,416 at 4% or $222,277 at 6%; with 50% employer match about $222,277 at 4% or $148,185 at 6%; with 100% employer match about $166,708 at 4% or $111,139 at 6%. |
| First Analysis Corporation 401K Plan | - | 41 | $3,583,056 | $546,802 | $13,337iApproximate average salary by contribution assumption: employee only about $333,416 at 4% or $222,277 at 6%; with 50% employer match about $222,277 at 4% or $148,185 at 6%; with 100% employer match about $166,708 at 4% or $111,139 at 6%. |
| 2003 | 1 | 46 | $2,858,653 | $538,598 | $11,709iApproximate average salary by contribution assumption: employee only about $292,716 at 4% or $195,144 at 6%; with 50% employer match about $195,144 at 4% or $130,096 at 6%; with 100% employer match about $146,358 at 4% or $97,572 at 6%. |
| First Analysis Corporation 401K Plan | - | 46 | $2,858,653 | $538,598 | $11,709iApproximate average salary by contribution assumption: employee only about $292,716 at 4% or $195,144 at 6%; with 50% employer match about $195,144 at 4% or $130,096 at 6%; with 100% employer match about $146,358 at 4% or $97,572 at 6%. |
| 2002 | 1 | 42 | $2,053,359 | $400,716 | $9,541iApproximate average salary by contribution assumption: employee only about $238,521 at 4% or $159,014 at 6%; with 50% employer match about $159,014 at 4% or $106,010 at 6%; with 100% employer match about $119,261 at 4% or $79,507 at 6%. |
| First Analysis Corporation 401K Plan | - | 42 | $2,053,359 | $400,716 | $9,541iApproximate average salary by contribution assumption: employee only about $238,521 at 4% or $159,014 at 6%; with 50% employer match about $159,014 at 4% or $106,010 at 6%; with 100% employer match about $119,261 at 4% or $79,507 at 6%. |
| 2001 | 1 | 43 | $1,985,271 | $344,515 | $8,012iApproximate average salary by contribution assumption: employee only about $200,299 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,766 at 6%. |
| First Analysis Corporation 401K Plan | - | 43 | $1,985,271 | $344,515 | $8,012iApproximate average salary by contribution assumption: employee only about $200,299 at 4% or $133,533 at 6%; with 50% employer match about $133,533 at 4% or $89,022 at 6%; with 100% employer match about $100,150 at 4% or $66,766 at 6%. |
| 2000 | 1 | 34 | $2,033,382 | $865,866 | $25,467iApproximate average salary by contribution assumption: employee only about $636,666 at 4% or $424,444 at 6%; with 50% employer match about $424,444 at 4% or $282,963 at 6%; with 100% employer match about $318,333 at 4% or $212,222 at 6%. |
| First Analysis Corporation 401K Plan | - | 34 | $2,033,382 | $865,866 | $25,467iApproximate average salary by contribution assumption: employee only about $636,666 at 4% or $424,444 at 6%; with 50% employer match about $424,444 at 4% or $282,963 at 6%; with 100% employer match about $318,333 at 4% or $212,222 at 6%. |
| 1999 | 1 | 31 | $1,882,926 | $403,293 | $13,009iApproximate average salary by contribution assumption: employee only about $325,236 at 4% or $216,824 at 6%; with 50% employer match about $216,824 at 4% or $144,549 at 6%; with 100% employer match about $162,618 at 4% or $108,412 at 6%. |
| First Analysis Corporation 401K Plan | - | 31 | $1,882,926 | $403,293 | $13,009iApproximate average salary by contribution assumption: employee only about $325,236 at 4% or $216,824 at 6%; with 50% employer match about $216,824 at 4% or $144,549 at 6%; with 100% employer match about $162,618 at 4% or $108,412 at 6%. |