Complete Financial Services Inc.
Plan context: Complete Financial Services 401(K) Plan
EIN 36-3231555 • Lincolnwood, IL • 11 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
8
2022 Assets
$1,814,757
2022 Contributions
$113,205
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $0 | - |
| Complete Financial Services 401(K) Plan | - | 0 | $0 | $0 | - |
| 2021 | 1 | 8 | $1,814,757 | $113,205 | $14,151iApproximate average salary by contribution assumption: employee only about $353,766 at 4% or $235,844 at 6%; with 50% employer match about $235,844 at 4% or $157,229 at 6%; with 100% employer match about $176,883 at 4% or $117,922 at 6%. |
| Complete Financial Services 401(K) Plan | - | 8 | $1,814,757 | $113,205 | $14,151iApproximate average salary by contribution assumption: employee only about $353,766 at 4% or $235,844 at 6%; with 50% employer match about $235,844 at 4% or $157,229 at 6%; with 100% employer match about $176,883 at 4% or $117,922 at 6%. |
| 2020 | 1 | 8 | $1,639,878 | $129,092 | $16,137iApproximate average salary by contribution assumption: employee only about $403,413 at 4% or $268,942 at 6%; with 50% employer match about $268,942 at 4% or $179,294 at 6%; with 100% employer match about $201,706 at 4% or $134,471 at 6%. |
| Complete Financial Services 401(K) Plan | - | 8 | $1,639,878 | $129,092 | $16,137iApproximate average salary by contribution assumption: employee only about $403,413 at 4% or $268,942 at 6%; with 50% employer match about $268,942 at 4% or $179,294 at 6%; with 100% employer match about $201,706 at 4% or $134,471 at 6%. |
| 2019 | 1 | 6 | $1,396,050 | $78,467 | $13,078iApproximate average salary by contribution assumption: employee only about $326,946 at 4% or $217,964 at 6%; with 50% employer match about $217,964 at 4% or $145,309 at 6%; with 100% employer match about $163,473 at 4% or $108,982 at 6%. |
| Complete Financial Services 401(K) Plan | - | 6 | $1,396,050 | $78,467 | $13,078iApproximate average salary by contribution assumption: employee only about $326,946 at 4% or $217,964 at 6%; with 50% employer match about $217,964 at 4% or $145,309 at 6%; with 100% employer match about $163,473 at 4% or $108,982 at 6%. |
| 2018 | 1 | 5 | $1,169,661 | $74,054 | $14,811iApproximate average salary by contribution assumption: employee only about $370,270 at 4% or $246,847 at 6%; with 50% employer match about $246,847 at 4% or $164,564 at 6%; with 100% employer match about $185,135 at 4% or $123,423 at 6%. |
| Complete Financial Services 401(K) Plan | - | 5 | $1,169,661 | $74,054 | $14,811iApproximate average salary by contribution assumption: employee only about $370,270 at 4% or $246,847 at 6%; with 50% employer match about $246,847 at 4% or $164,564 at 6%; with 100% employer match about $185,135 at 4% or $123,423 at 6%. |
| 2017 | 1 | 5 | $1,129,470 | $65,943 | $13,189iApproximate average salary by contribution assumption: employee only about $329,715 at 4% or $219,810 at 6%; with 50% employer match about $219,810 at 4% or $146,540 at 6%; with 100% employer match about $164,858 at 4% or $109,905 at 6%. |
| Complete Financial Services 401(K) Plan | - | 5 | $1,129,470 | $65,943 | $13,189iApproximate average salary by contribution assumption: employee only about $329,715 at 4% or $219,810 at 6%; with 50% employer match about $219,810 at 4% or $146,540 at 6%; with 100% employer match about $164,858 at 4% or $109,905 at 6%. |
| 2016 | 1 | 7 | $919,292 | $49,309 | $7,044iApproximate average salary by contribution assumption: employee only about $176,104 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,052 at 4% or $58,701 at 6%. |
| Complete Financial Services 401(K) Plan | - | 7 | $919,292 | $49,309 | $7,044iApproximate average salary by contribution assumption: employee only about $176,104 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,052 at 4% or $58,701 at 6%. |
| 2015 | 1 | 4 | $830,912 | $34,428 | $8,607iApproximate average salary by contribution assumption: employee only about $215,175 at 4% or $143,450 at 6%; with 50% employer match about $143,450 at 4% or $95,633 at 6%; with 100% employer match about $107,588 at 4% or $71,725 at 6%. |
| Complete Financial Services 401(K) Plan | - | 4 | $830,912 | $34,428 | $8,607iApproximate average salary by contribution assumption: employee only about $215,175 at 4% or $143,450 at 6%; with 50% employer match about $143,450 at 4% or $95,633 at 6%; with 100% employer match about $107,588 at 4% or $71,725 at 6%. |
| 2014 | 1 | 4 | $775,994 | $30,198 | $7,550iApproximate average salary by contribution assumption: employee only about $188,738 at 4% or $125,825 at 6%; with 50% employer match about $125,825 at 4% or $83,883 at 6%; with 100% employer match about $94,369 at 4% or $62,913 at 6%. |
| Complete Financial Services 401(K) Plan | - | 4 | $775,994 | $30,198 | $7,550iApproximate average salary by contribution assumption: employee only about $188,738 at 4% or $125,825 at 6%; with 50% employer match about $125,825 at 4% or $83,883 at 6%; with 100% employer match about $94,369 at 4% or $62,913 at 6%. |
| 2013 | 1 | 4 | $706,506 | $51,720 | $12,930iApproximate average salary by contribution assumption: employee only about $323,250 at 4% or $215,500 at 6%; with 50% employer match about $215,500 at 4% or $143,667 at 6%; with 100% employer match about $161,625 at 4% or $107,750 at 6%. |
| Complete Financial Services 401(K) Plan | - | 4 | $706,506 | $51,720 | $12,930iApproximate average salary by contribution assumption: employee only about $323,250 at 4% or $215,500 at 6%; with 50% employer match about $215,500 at 4% or $143,667 at 6%; with 100% employer match about $161,625 at 4% or $107,750 at 6%. |
| 2012 | 1 | 4 | $582,700 | $541,155 | $135,289iApproximate average salary by contribution assumption: employee only about $3,382,219 at 4% or $2,254,813 at 6%; with 50% employer match about $2,254,813 at 4% or $1,503,208 at 6%; with 100% employer match about $1,691,109 at 4% or $1,127,406 at 6%. |
| Complete Financial Services 401(K) Plan | - | 4 | $582,700 | $541,155 | $135,289iApproximate average salary by contribution assumption: employee only about $3,382,219 at 4% or $2,254,813 at 6%; with 50% employer match about $2,254,813 at 4% or $1,503,208 at 6%; with 100% employer match about $1,691,109 at 4% or $1,127,406 at 6%. |