Civic Intelligence

Kabarec Financial Advisors Ltd.

Plan context: KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

EIN 36-3425202 • Palatine, IL • 17 filings • 3 plans

220 N Smith St Ste 220Palatine, IL 60067-2488
Current Snapshot

Latest Year

2017

2017 Participants

7

2017 Assets

$610,472

2017 Contributions

$74,924

Historical Graphs

Total Assets Over Time

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

$797,301$398,651$0199920092016YearValue
$610,472Latest year 2016

Participants Over Time

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

840199920092016YearValue
7Latest year 2016

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
201710$0$74,924-
KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST-0$0$74,924-
201617$610,472$77,435$11,062iApproximate average salary by contribution assumption: employee only about $276,554 at 4% or $184,369 at 6%; with 50% employer match about $184,369 at 4% or $122,913 at 6%; with 100% employer match about $138,277 at 4% or $92,185 at 6%.
KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST-7$610,472$77,435$11,062iApproximate average salary by contribution assumption: employee only about $276,554 at 4% or $184,369 at 6%; with 50% employer match about $184,369 at 4% or $122,913 at 6%; with 100% employer match about $138,277 at 4% or $92,185 at 6%.
201518$502,887$73,657$9,207iApproximate average salary by contribution assumption: employee only about $230,178 at 4% or $153,452 at 6%; with 50% employer match about $153,452 at 4% or $102,301 at 6%; with 100% employer match about $115,089 at 4% or $76,726 at 6%.
KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST-8$502,887$73,657$9,207iApproximate average salary by contribution assumption: employee only about $230,178 at 4% or $153,452 at 6%; with 50% employer match about $153,452 at 4% or $102,301 at 6%; with 100% employer match about $115,089 at 4% or $76,726 at 6%.
201416$648,470$67,712$11,285iApproximate average salary by contribution assumption: employee only about $282,133 at 4% or $188,089 at 6%; with 50% employer match about $188,089 at 4% or $125,393 at 6%; with 100% employer match about $141,067 at 4% or $94,044 at 6%.
KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST-6$648,470$67,712$11,285iApproximate average salary by contribution assumption: employee only about $282,133 at 4% or $188,089 at 6%; with 50% employer match about $188,089 at 4% or $125,393 at 6%; with 100% employer match about $141,067 at 4% or $94,044 at 6%.
201317$528,642$56,765$8,109iApproximate average salary by contribution assumption: employee only about $202,732 at 4% or $135,155 at 6%; with 50% employer match about $135,155 at 4% or $90,103 at 6%; with 100% employer match about $101,366 at 4% or $67,577 at 6%.
KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST-7$528,642$56,765$8,109iApproximate average salary by contribution assumption: employee only about $202,732 at 4% or $135,155 at 6%; with 50% employer match about $135,155 at 4% or $90,103 at 6%; with 100% employer match about $101,366 at 4% or $67,577 at 6%.
201215$797,301$109,759$21,952iApproximate average salary by contribution assumption: employee only about $548,795 at 4% or $365,863 at 6%; with 50% employer match about $365,863 at 4% or $243,909 at 6%; with 100% employer match about $274,398 at 4% or $182,932 at 6%.
KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST-5$797,301$109,759$21,952iApproximate average salary by contribution assumption: employee only about $548,795 at 4% or $365,863 at 6%; with 50% employer match about $365,863 at 4% or $243,909 at 6%; with 100% employer match about $274,398 at 4% or $182,932 at 6%.
201115$645,358$89,372$17,874iApproximate average salary by contribution assumption: employee only about $446,860 at 4% or $297,907 at 6%; with 50% employer match about $297,907 at 4% or $198,604 at 6%; with 100% employer match about $223,430 at 4% or $148,953 at 6%.
KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST-5$645,358$89,372$17,874iApproximate average salary by contribution assumption: employee only about $446,860 at 4% or $297,907 at 6%; with 50% employer match about $297,907 at 4% or $198,604 at 6%; with 100% employer match about $223,430 at 4% or $148,953 at 6%.
201015$565,607$49,930$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST-5$565,607$49,930$9,986iApproximate average salary by contribution assumption: employee only about $249,650 at 4% or $166,433 at 6%; with 50% employer match about $166,433 at 4% or $110,956 at 6%; with 100% employer match about $124,825 at 4% or $83,217 at 6%.
200916$484,646$74,326$12,388iApproximate average salary by contribution assumption: employee only about $309,692 at 4% or $206,461 at 6%; with 50% employer match about $206,461 at 4% or $137,641 at 6%; with 100% employer match about $154,846 at 4% or $103,231 at 6%.
KABAREC FINANCIAL ADVISORS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST-6$484,646$74,326$12,388iApproximate average salary by contribution assumption: employee only about $309,692 at 4% or $206,461 at 6%; with 50% employer match about $206,461 at 4% or $137,641 at 6%; with 100% employer match about $154,846 at 4% or $103,231 at 6%.
200815$649,574$66,624$13,325iApproximate average salary by contribution assumption: employee only about $333,120 at 4% or $222,080 at 6%; with 50% employer match about $222,080 at 4% or $148,053 at 6%; with 100% employer match about $166,560 at 4% or $111,040 at 6%.
KABAREC FINANCIAL ADVISORS, LTD 401K PROFIT SHARING PLAN AND TRUST-5$649,574$66,624$13,325iApproximate average salary by contribution assumption: employee only about $333,120 at 4% or $222,080 at 6%; with 50% employer match about $222,080 at 4% or $148,053 at 6%; with 100% employer match about $166,560 at 4% or $111,040 at 6%.
200716$0$0-
KABAREC FINANCIAL ADVISORS, LTD 401K PROFIT SHARING PLAN AND TRUST-6---
200616$688,583$91,750$15,292iApproximate average salary by contribution assumption: employee only about $382,292 at 4% or $254,861 at 6%; with 50% employer match about $254,861 at 4% or $169,907 at 6%; with 100% employer match about $191,146 at 4% or $127,431 at 6%.
KABAREC FINANCIAL ADVISORS, LTD 401K PROFIT SHARING PLAN AND TRUST-6$688,583$91,750$15,292iApproximate average salary by contribution assumption: employee only about $382,292 at 4% or $254,861 at 6%; with 50% employer match about $254,861 at 4% or $169,907 at 6%; with 100% employer match about $191,146 at 4% or $127,431 at 6%.
200516$579,359$84,112$14,019iApproximate average salary by contribution assumption: employee only about $350,467 at 4% or $233,644 at 6%; with 50% employer match about $233,644 at 4% or $155,763 at 6%; with 100% employer match about $175,233 at 4% or $116,822 at 6%.
KABAREC FINANCIAL ADVISORS, LTD 401K PROFIT SHARING PLAN AND TRUST-6$579,359$84,112$14,019iApproximate average salary by contribution assumption: employee only about $350,467 at 4% or $233,644 at 6%; with 50% employer match about $233,644 at 4% or $155,763 at 6%; with 100% employer match about $175,233 at 4% or $116,822 at 6%.
200417$606,660$111,704$15,958iApproximate average salary by contribution assumption: employee only about $398,943 at 4% or $265,962 at 6%; with 50% employer match about $265,962 at 4% or $177,308 at 6%; with 100% employer match about $199,471 at 4% or $132,981 at 6%.
KABAREC FINANCIAL ADVISORS, LTD 401K PROFIT SHARING PLAN AND TRUST-7$606,660$111,704$15,958iApproximate average salary by contribution assumption: employee only about $398,943 at 4% or $265,962 at 6%; with 50% employer match about $265,962 at 4% or $177,308 at 6%; with 100% employer match about $199,471 at 4% or $132,981 at 6%.
200316$416,289$96,587$16,098iApproximate average salary by contribution assumption: employee only about $402,446 at 4% or $268,297 at 6%; with 50% employer match about $268,297 at 4% or $178,865 at 6%; with 100% employer match about $201,223 at 4% or $134,149 at 6%.
KABAREC FINANCIAL ADVISORS, LTD 401K PROFIT SHARING PLAN AND TRUST-6$416,289$96,587$16,098iApproximate average salary by contribution assumption: employee only about $402,446 at 4% or $268,297 at 6%; with 50% employer match about $268,297 at 4% or $178,865 at 6%; with 100% employer match about $201,223 at 4% or $134,149 at 6%.
200217$343,952$79,519$11,360iApproximate average salary by contribution assumption: employee only about $283,996 at 4% or $189,331 at 6%; with 50% employer match about $189,331 at 4% or $126,221 at 6%; with 100% employer match about $141,998 at 4% or $94,665 at 6%.
KABAREC FINANCIAL ADVISORS, LTD 401K PROFIT SHARING PLAN AND TRUST-7$343,952$79,519$11,360iApproximate average salary by contribution assumption: employee only about $283,996 at 4% or $189,331 at 6%; with 50% employer match about $189,331 at 4% or $126,221 at 6%; with 100% employer match about $141,998 at 4% or $94,665 at 6%.
199915$227,490$63,364$12,673iApproximate average salary by contribution assumption: employee only about $316,820 at 4% or $211,213 at 6%; with 50% employer match about $211,213 at 4% or $140,809 at 6%; with 100% employer match about $158,410 at 4% or $105,607 at 6%.
Kabarec Financial Advisors Ltd. 401K Profit Sharing Plan & Trust-5$227,490$63,364$12,673iApproximate average salary by contribution assumption: employee only about $316,820 at 4% or $211,213 at 6%; with 50% employer match about $211,213 at 4% or $140,809 at 6%; with 100% employer match about $158,410 at 4% or $105,607 at 6%.