Civic Intelligence

Sf Investments Inc

Plan context: SF INVESTMENTS, INC. 401(K) PLAN & TRUST

EIN 36-3363397 • Highland Park, IL • 26 filings • 9 plans

799 Central Ave Ste 350Highland Park, IL 60035
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$11,124,698

2025 Contributions

$168,100

Historical Graphs

Total Assets Over Time

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

$11,124,698$5,562,349$0200020132025YearValue
$11,124,698Latest year 2025

Participants Over Time

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

25130200020132025YearValue
8Latest year 2025

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
202518$11,124,698$168,100$21,013iApproximate average salary by contribution assumption: employee only about $525,313 at 4% or $350,208 at 6%; with 50% employer match about $350,208 at 4% or $233,472 at 6%; with 100% employer match about $262,656 at 4% or $175,104 at 6%.
SF INVESTMENTS, INC. 401(K) PLAN & TRUST-8$11,124,698$168,100$21,013iApproximate average salary by contribution assumption: employee only about $525,313 at 4% or $350,208 at 6%; with 50% employer match about $350,208 at 4% or $233,472 at 6%; with 100% employer match about $262,656 at 4% or $175,104 at 6%.
202419$9,940,555$159,200$17,689iApproximate average salary by contribution assumption: employee only about $442,222 at 4% or $294,815 at 6%; with 50% employer match about $294,815 at 4% or $196,543 at 6%; with 100% employer match about $221,111 at 4% or $147,407 at 6%.
SF INVESTMENTS, INC. 401(K) PLAN AND TRUST-9$9,940,555$159,200$17,689iApproximate average salary by contribution assumption: employee only about $442,222 at 4% or $294,815 at 6%; with 50% employer match about $294,815 at 4% or $196,543 at 6%; with 100% employer match about $221,111 at 4% or $147,407 at 6%.
2023110$8,043,000$149,450$14,945iApproximate average salary by contribution assumption: employee only about $373,625 at 4% or $249,083 at 6%; with 50% employer match about $249,083 at 4% or $166,056 at 6%; with 100% employer match about $186,813 at 4% or $124,542 at 6%.
Sf Investments Inc 401(K) Plan-10$8,043,000$149,450$14,945iApproximate average salary by contribution assumption: employee only about $373,625 at 4% or $249,083 at 6%; with 50% employer match about $249,083 at 4% or $166,056 at 6%; with 100% employer match about $186,813 at 4% or $124,542 at 6%.
2022110$6,080,252$113,250$11,325iApproximate average salary by contribution assumption: employee only about $283,125 at 4% or $188,750 at 6%; with 50% employer match about $188,750 at 4% or $125,833 at 6%; with 100% employer match about $141,563 at 4% or $94,375 at 6%.
Sf Investments Inc 401(K) Plan-10$6,080,252$113,250$11,325iApproximate average salary by contribution assumption: employee only about $283,125 at 4% or $188,750 at 6%; with 50% employer match about $188,750 at 4% or $125,833 at 6%; with 100% employer match about $141,563 at 4% or $94,375 at 6%.
2021111$7,174,921$115,600$10,509iApproximate average salary by contribution assumption: employee only about $262,727 at 4% or $175,152 at 6%; with 50% employer match about $175,152 at 4% or $116,768 at 6%; with 100% employer match about $131,364 at 4% or $87,576 at 6%.
Sf Investments Inc 401(K) Plan-11$7,174,921$115,600$10,509iApproximate average salary by contribution assumption: employee only about $262,727 at 4% or $175,152 at 6%; with 50% employer match about $175,152 at 4% or $116,768 at 6%; with 100% employer match about $131,364 at 4% or $87,576 at 6%.
2020110$5,345,217$100,216$10,022iApproximate average salary by contribution assumption: employee only about $250,540 at 4% or $167,027 at 6%; with 50% employer match about $167,027 at 4% or $111,351 at 6%; with 100% employer match about $125,270 at 4% or $83,513 at 6%.
Sf Investments Inc 401(K) Plan-10$5,345,217$100,216$10,022iApproximate average salary by contribution assumption: employee only about $250,540 at 4% or $167,027 at 6%; with 50% employer match about $167,027 at 4% or $111,351 at 6%; with 100% employer match about $125,270 at 4% or $83,513 at 6%.
2019111$5,024,302$138,029$12,548iApproximate average salary by contribution assumption: employee only about $313,702 at 4% or $209,135 at 6%; with 50% employer match about $209,135 at 4% or $139,423 at 6%; with 100% employer match about $156,851 at 4% or $104,567 at 6%.
Sf Investments Inc 401(K) Plan-11$5,024,302$138,029$12,548iApproximate average salary by contribution assumption: employee only about $313,702 at 4% or $209,135 at 6%; with 50% employer match about $209,135 at 4% or $139,423 at 6%; with 100% employer match about $156,851 at 4% or $104,567 at 6%.
2018111$3,869,677$121,529$11,048iApproximate average salary by contribution assumption: employee only about $276,202 at 4% or $184,135 at 6%; with 50% employer match about $184,135 at 4% or $122,757 at 6%; with 100% employer match about $138,101 at 4% or $92,067 at 6%.
Sf Investments Inc 401(K) Plan-11$3,869,677$121,529$11,048iApproximate average salary by contribution assumption: employee only about $276,202 at 4% or $184,135 at 6%; with 50% employer match about $184,135 at 4% or $122,757 at 6%; with 100% employer match about $138,101 at 4% or $92,067 at 6%.
2017110$3,683,173$118,000$11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%.
Sf Investments Inc 401(K) Plan-10$3,683,173$118,000$11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%.
2016111$3,240,296$65,950$5,995iApproximate average salary by contribution assumption: employee only about $149,886 at 4% or $99,924 at 6%; with 50% employer match about $99,924 at 4% or $66,616 at 6%; with 100% employer match about $74,943 at 4% or $49,962 at 6%.
Sf Investments Inc 401(K) Plan-11$3,240,296$65,950$5,995iApproximate average salary by contribution assumption: employee only about $149,886 at 4% or $99,924 at 6%; with 50% employer match about $99,924 at 4% or $66,616 at 6%; with 100% employer match about $74,943 at 4% or $49,962 at 6%.
2015113$3,014,676$42,550$3,273iApproximate average salary by contribution assumption: employee only about $81,827 at 4% or $54,551 at 6%; with 50% employer match about $54,551 at 4% or $36,368 at 6%; with 100% employer match about $40,913 at 4% or $27,276 at 6%.
Sf Investments Inc 401(K) Plan-13$3,014,676$42,550$3,273iApproximate average salary by contribution assumption: employee only about $81,827 at 4% or $54,551 at 6%; with 50% employer match about $54,551 at 4% or $36,368 at 6%; with 100% employer match about $40,913 at 4% or $27,276 at 6%.
2014111$3,016,349$28,750$2,614iApproximate average salary by contribution assumption: employee only about $65,341 at 4% or $43,561 at 6%; with 50% employer match about $43,561 at 4% or $29,040 at 6%; with 100% employer match about $32,670 at 4% or $21,780 at 6%.
Sf Investments Inc 401(K) Plan-11$3,016,349$28,750$2,614iApproximate average salary by contribution assumption: employee only about $65,341 at 4% or $43,561 at 6%; with 50% employer match about $43,561 at 4% or $29,040 at 6%; with 100% employer match about $32,670 at 4% or $21,780 at 6%.
2013111$2,736,561$93,713$8,519iApproximate average salary by contribution assumption: employee only about $212,984 at 4% or $141,989 at 6%; with 50% employer match about $141,989 at 4% or $94,660 at 6%; with 100% employer match about $106,492 at 4% or $70,995 at 6%.
Sf Investments Inc 401(K) Plan-11$2,736,561$93,713$8,519iApproximate average salary by contribution assumption: employee only about $212,984 at 4% or $141,989 at 6%; with 50% employer match about $141,989 at 4% or $94,660 at 6%; with 100% employer match about $106,492 at 4% or $70,995 at 6%.
2012114$2,376,595$117,104$8,365iApproximate average salary by contribution assumption: employee only about $209,114 at 4% or $139,410 at 6%; with 50% employer match about $139,410 at 4% or $92,940 at 6%; with 100% employer match about $104,557 at 4% or $69,705 at 6%.
Sf Investments Inc 401(K) Plan-14$2,376,595$117,104$8,365iApproximate average salary by contribution assumption: employee only about $209,114 at 4% or $139,410 at 6%; with 50% employer match about $139,410 at 4% or $92,940 at 6%; with 100% employer match about $104,557 at 4% or $69,705 at 6%.
2011111$2,144,831$123,305$11,210iApproximate average salary by contribution assumption: employee only about $280,239 at 4% or $186,826 at 6%; with 50% employer match about $186,826 at 4% or $124,551 at 6%; with 100% employer match about $140,119 at 4% or $93,413 at 6%.
Sf Investments Inc 401(K) Plan-11$2,144,831$123,305$11,210iApproximate average salary by contribution assumption: employee only about $280,239 at 4% or $186,826 at 6%; with 50% employer match about $186,826 at 4% or $124,551 at 6%; with 100% employer match about $140,119 at 4% or $93,413 at 6%.
2010111$2,273,374$120,196$10,927iApproximate average salary by contribution assumption: employee only about $273,173 at 4% or $182,115 at 6%; with 50% employer match about $182,115 at 4% or $121,410 at 6%; with 100% employer match about $136,586 at 4% or $91,058 at 6%.
Sf Investments Inc 401(K) Plan-11$2,273,374$120,196$10,927iApproximate average salary by contribution assumption: employee only about $273,173 at 4% or $182,115 at 6%; with 50% employer match about $182,115 at 4% or $121,410 at 6%; with 100% employer match about $136,586 at 4% or $91,058 at 6%.
2009111$1,747,900$95,018$8,638iApproximate average salary by contribution assumption: employee only about $215,950 at 4% or $143,967 at 6%; with 50% employer match about $143,967 at 4% or $95,978 at 6%; with 100% employer match about $107,975 at 4% or $71,983 at 6%.
Sf Investments Inc 401(K) Plan-11$1,747,900$95,018$8,638iApproximate average salary by contribution assumption: employee only about $215,950 at 4% or $143,967 at 6%; with 50% employer match about $143,967 at 4% or $95,978 at 6%; with 100% employer match about $107,975 at 4% or $71,983 at 6%.
200819$1,424,100$65,740$7,304iApproximate average salary by contribution assumption: employee only about $182,611 at 4% or $121,741 at 6%; with 50% employer match about $121,741 at 4% or $81,160 at 6%; with 100% employer match about $91,306 at 4% or $60,870 at 6%.
Sf Investments Inc 401(K) Plan-9$1,424,100$65,740$7,304iApproximate average salary by contribution assumption: employee only about $182,611 at 4% or $121,741 at 6%; with 50% employer match about $121,741 at 4% or $81,160 at 6%; with 100% employer match about $91,306 at 4% or $60,870 at 6%.
2007110$1,905,560$80,913$8,091iApproximate average salary by contribution assumption: employee only about $202,283 at 4% or $134,855 at 6%; with 50% employer match about $134,855 at 4% or $89,903 at 6%; with 100% employer match about $101,141 at 4% or $67,428 at 6%.
Sf Investments Inc 401(K) Plan-10$1,905,560$80,913$8,091iApproximate average salary by contribution assumption: employee only about $202,283 at 4% or $134,855 at 6%; with 50% employer match about $134,855 at 4% or $89,903 at 6%; with 100% employer match about $101,141 at 4% or $67,428 at 6%.
2006114$1,684,593$81,883$5,849iApproximate average salary by contribution assumption: employee only about $146,220 at 4% or $97,480 at 6%; with 50% employer match about $97,480 at 4% or $64,987 at 6%; with 100% employer match about $73,110 at 4% or $48,740 at 6%.
Sf Investments Inc 401(K) Plan-14$1,684,593$81,883$5,849iApproximate average salary by contribution assumption: employee only about $146,220 at 4% or $97,480 at 6%; with 50% employer match about $97,480 at 4% or $64,987 at 6%; with 100% employer match about $73,110 at 4% or $48,740 at 6%.
2005110$2,242,540$64,744$6,474iApproximate average salary by contribution assumption: employee only about $161,860 at 4% or $107,907 at 6%; with 50% employer match about $107,907 at 4% or $71,938 at 6%; with 100% employer match about $80,930 at 4% or $53,953 at 6%.
Sf Investments Inc 401(K) Plan-10$2,242,540$64,744$6,474iApproximate average salary by contribution assumption: employee only about $161,860 at 4% or $107,907 at 6%; with 50% employer match about $107,907 at 4% or $71,938 at 6%; with 100% employer match about $80,930 at 4% or $53,953 at 6%.
2004125$4,489,493$284,302$11,372iApproximate average salary by contribution assumption: employee only about $284,302 at 4% or $189,535 at 6%; with 50% employer match about $189,535 at 4% or $126,356 at 6%; with 100% employer match about $142,151 at 4% or $94,767 at 6%.
Sf Investments Inc 401(K) Plan-25$4,489,493$284,302$11,372iApproximate average salary by contribution assumption: employee only about $284,302 at 4% or $189,535 at 6%; with 50% employer match about $189,535 at 4% or $126,356 at 6%; with 100% employer match about $142,151 at 4% or $94,767 at 6%.
2003119$3,875,561$325,238$17,118iApproximate average salary by contribution assumption: employee only about $427,945 at 4% or $285,296 at 6%; with 50% employer match about $285,296 at 4% or $190,198 at 6%; with 100% employer match about $213,972 at 4% or $142,648 at 6%.
Sf Investments Inc 401(K) Plan-19$3,875,561$325,238$17,118iApproximate average salary by contribution assumption: employee only about $427,945 at 4% or $285,296 at 6%; with 50% employer match about $285,296 at 4% or $190,198 at 6%; with 100% employer match about $213,972 at 4% or $142,648 at 6%.
2002121$2,302,978$292,698$13,938iApproximate average salary by contribution assumption: employee only about $348,450 at 4% or $232,300 at 6%; with 50% employer match about $232,300 at 4% or $154,867 at 6%; with 100% employer match about $174,225 at 4% or $116,150 at 6%.
Sf Investments Inc 401(K) Plan-21$2,302,978$292,698$13,938iApproximate average salary by contribution assumption: employee only about $348,450 at 4% or $232,300 at 6%; with 50% employer match about $232,300 at 4% or $154,867 at 6%; with 100% employer match about $174,225 at 4% or $116,150 at 6%.
2001122$2,365,008$292,636$13,302iApproximate average salary by contribution assumption: employee only about $332,541 at 4% or $221,694 at 6%; with 50% employer match about $221,694 at 4% or $147,796 at 6%; with 100% employer match about $166,270 at 4% or $110,847 at 6%.
SF INVESTMENTS, INC. 401 K PLAN AND TRUST-22$2,365,008$292,636$13,302iApproximate average salary by contribution assumption: employee only about $332,541 at 4% or $221,694 at 6%; with 50% employer match about $221,694 at 4% or $147,796 at 6%; with 100% employer match about $166,270 at 4% or $110,847 at 6%.
2000119$1,681,170$288,193$15,168iApproximate average salary by contribution assumption: employee only about $379,201 at 4% or $252,801 at 6%; with 50% employer match about $252,801 at 4% or $168,534 at 6%; with 100% employer match about $189,601 at 4% or $126,400 at 6%.
SF INVESTMENTS, INC. 401K PLAN AND TRUST-19$1,681,170$288,193$15,168iApproximate average salary by contribution assumption: employee only about $379,201 at 4% or $252,801 at 6%; with 50% employer match about $252,801 at 4% or $168,534 at 6%; with 100% employer match about $189,601 at 4% or $126,400 at 6%.