Civic Intelligence

Chicago Financial Services Inc.

Plan context: Chicago Financial Services Inc. 401(K) Plan

EIN 36-3679626 • Chicago, IL • 17 filings • 2 plans

1455 W Hubbard StSuite 200Chicago, IL 60642
Current Snapshot

Latest Year

2023

2023 Participants

42

2023 Assets

$3,180,081

2023 Contributions

$306,342

Historical Graphs

Total Assets Over Time

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

$3,715,127$1,857,564$0200820152022YearValue
$3,180,081Latest year 2022

Participants Over Time

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

47240200720152022YearValue
42Latest year 2022

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
202310$0$0-
Chicago Financial Services Inc. 401(K) Plan-0$0$0-
2022142$3,180,081$306,342$7,294iApproximate average salary by contribution assumption: employee only about $182,346 at 4% or $121,564 at 6%; with 50% employer match about $121,564 at 4% or $81,043 at 6%; with 100% employer match about $91,173 at 4% or $60,782 at 6%.
Chicago Financial Services Inc. 401(K) Plan-42$3,180,081$306,342$7,294iApproximate average salary by contribution assumption: employee only about $182,346 at 4% or $121,564 at 6%; with 50% employer match about $121,564 at 4% or $81,043 at 6%; with 100% employer match about $91,173 at 4% or $60,782 at 6%.
2021147$3,715,127$682,516$14,522iApproximate average salary by contribution assumption: employee only about $363,040 at 4% or $242,027 at 6%; with 50% employer match about $242,027 at 4% or $161,351 at 6%; with 100% employer match about $181,520 at 4% or $121,013 at 6%.
Chicago Financial Services Inc. 401(K) Plan-47$3,715,127$682,516$14,522iApproximate average salary by contribution assumption: employee only about $363,040 at 4% or $242,027 at 6%; with 50% employer match about $242,027 at 4% or $161,351 at 6%; with 100% employer match about $181,520 at 4% or $121,013 at 6%.
2020139$2,564,073$474,585$12,169iApproximate average salary by contribution assumption: employee only about $304,221 at 4% or $202,814 at 6%; with 50% employer match about $202,814 at 4% or $135,209 at 6%; with 100% employer match about $152,111 at 4% or $101,407 at 6%.
Chicago Financial Services Inc. 401(K) Plan-39$2,564,073$474,585$12,169iApproximate average salary by contribution assumption: employee only about $304,221 at 4% or $202,814 at 6%; with 50% employer match about $202,814 at 4% or $135,209 at 6%; with 100% employer match about $152,111 at 4% or $101,407 at 6%.
2019128$1,778,026$212,131$7,576iApproximate average salary by contribution assumption: employee only about $189,403 at 4% or $126,268 at 6%; with 50% employer match about $126,268 at 4% or $84,179 at 6%; with 100% employer match about $94,701 at 4% or $63,134 at 6%.
Chicago Financial Services Inc. 401(K) Plan-28$1,778,026$212,131$7,576iApproximate average salary by contribution assumption: employee only about $189,403 at 4% or $126,268 at 6%; with 50% employer match about $126,268 at 4% or $84,179 at 6%; with 100% employer match about $94,701 at 4% or $63,134 at 6%.
2018127$1,451,765$140,356$5,198iApproximate average salary by contribution assumption: employee only about $129,959 at 4% or $86,640 at 6%; with 50% employer match about $86,640 at 4% or $57,760 at 6%; with 100% employer match about $64,980 at 4% or $43,320 at 6%.
Chicago Financial Services Inc. 401(K) Plan-27$1,451,765$140,356$5,198iApproximate average salary by contribution assumption: employee only about $129,959 at 4% or $86,640 at 6%; with 50% employer match about $86,640 at 4% or $57,760 at 6%; with 100% employer match about $64,980 at 4% or $43,320 at 6%.
2017128$2,014,245$216,109$7,718iApproximate average salary by contribution assumption: employee only about $192,954 at 4% or $128,636 at 6%; with 50% employer match about $128,636 at 4% or $85,758 at 6%; with 100% employer match about $96,477 at 4% or $64,318 at 6%.
Chicago Financial Services Inc. 401(K) Plan-28$2,014,245$216,109$7,718iApproximate average salary by contribution assumption: employee only about $192,954 at 4% or $128,636 at 6%; with 50% employer match about $128,636 at 4% or $85,758 at 6%; with 100% employer match about $96,477 at 4% or $64,318 at 6%.
2016132$2,089,275$303,178$9,474iApproximate average salary by contribution assumption: employee only about $236,858 at 4% or $157,905 at 6%; with 50% employer match about $157,905 at 4% or $105,270 at 6%; with 100% employer match about $118,429 at 4% or $78,953 at 6%.
Chicago Financial Services Inc. 401(K) Plan-32$2,089,275$303,178$9,474iApproximate average salary by contribution assumption: employee only about $236,858 at 4% or $157,905 at 6%; with 50% employer match about $157,905 at 4% or $105,270 at 6%; with 100% employer match about $118,429 at 4% or $78,953 at 6%.
2015127$1,696,891$293,816$10,882iApproximate average salary by contribution assumption: employee only about $272,052 at 4% or $181,368 at 6%; with 50% employer match about $181,368 at 4% or $120,912 at 6%; with 100% employer match about $136,026 at 4% or $90,684 at 6%.
Chicago Financial Services Inc. 401(K) Plan-27$1,696,891$293,816$10,882iApproximate average salary by contribution assumption: employee only about $272,052 at 4% or $181,368 at 6%; with 50% employer match about $181,368 at 4% or $120,912 at 6%; with 100% employer match about $136,026 at 4% or $90,684 at 6%.
2014130$1,658,864$285,863$9,529iApproximate average salary by contribution assumption: employee only about $238,219 at 4% or $158,813 at 6%; with 50% employer match about $158,813 at 4% or $105,875 at 6%; with 100% employer match about $119,110 at 4% or $79,406 at 6%.
Chicago Financial Services Inc. 401(K) Plan-30$1,658,864$285,863$9,529iApproximate average salary by contribution assumption: employee only about $238,219 at 4% or $158,813 at 6%; with 50% employer match about $158,813 at 4% or $105,875 at 6%; with 100% employer match about $119,110 at 4% or $79,406 at 6%.
2013130$1,423,505$242,609$8,087iApproximate average salary by contribution assumption: employee only about $202,174 at 4% or $134,783 at 6%; with 50% employer match about $134,783 at 4% or $89,855 at 6%; with 100% employer match about $101,087 at 4% or $67,391 at 6%.
Chicago Financial Services Inc. 401(K) Plan-30$1,423,505$242,609$8,087iApproximate average salary by contribution assumption: employee only about $202,174 at 4% or $134,783 at 6%; with 50% employer match about $134,783 at 4% or $89,855 at 6%; with 100% employer match about $101,087 at 4% or $67,391 at 6%.
2012146$1,003,462$200,055$4,349iApproximate average salary by contribution assumption: employee only about $108,726 at 4% or $72,484 at 6%; with 50% employer match about $72,484 at 4% or $48,322 at 6%; with 100% employer match about $54,363 at 4% or $36,242 at 6%.
Chicago Financial Services Inc. 401(K) Plan-46$1,003,462$200,055$4,349iApproximate average salary by contribution assumption: employee only about $108,726 at 4% or $72,484 at 6%; with 50% employer match about $72,484 at 4% or $48,322 at 6%; with 100% employer match about $54,363 at 4% or $36,242 at 6%.
2011133$777,266$142,547$4,320iApproximate average salary by contribution assumption: employee only about $107,990 at 4% or $71,993 at 6%; with 50% employer match about $71,993 at 4% or $47,996 at 6%; with 100% employer match about $53,995 at 4% or $35,997 at 6%.
Chicago Financial Services Inc. 401(K) Plan-33$777,266$142,547$4,320iApproximate average salary by contribution assumption: employee only about $107,990 at 4% or $71,993 at 6%; with 50% employer match about $71,993 at 4% or $47,996 at 6%; with 100% employer match about $53,995 at 4% or $35,997 at 6%.
2010134$700,885$166,903$4,909iApproximate average salary by contribution assumption: employee only about $122,723 at 4% or $81,815 at 6%; with 50% employer match about $81,815 at 4% or $54,543 at 6%; with 100% employer match about $61,361 at 4% or $40,908 at 6%.
Chicago Financial Services Inc. 401(K) Plan-34$700,885$166,903$4,909iApproximate average salary by contribution assumption: employee only about $122,723 at 4% or $81,815 at 6%; with 50% employer match about $81,815 at 4% or $54,543 at 6%; with 100% employer match about $61,361 at 4% or $40,908 at 6%.
2009131$577,901$129,114$4,165iApproximate average salary by contribution assumption: employee only about $104,124 at 4% or $69,416 at 6%; with 50% employer match about $69,416 at 4% or $46,277 at 6%; with 100% employer match about $52,062 at 4% or $34,708 at 6%.
Chicago Financial Services Inc. 401(K) Plan-31$577,901$129,114$4,165iApproximate average salary by contribution assumption: employee only about $104,124 at 4% or $69,416 at 6%; with 50% employer match about $69,416 at 4% or $46,277 at 6%; with 100% employer match about $52,062 at 4% or $34,708 at 6%.
2008128$404,105$146,592$5,235iApproximate average salary by contribution assumption: employee only about $130,886 at 4% or $87,257 at 6%; with 50% employer match about $87,257 at 4% or $58,171 at 6%; with 100% employer match about $65,443 at 4% or $43,629 at 6%.
Chicago Financial Services Inc. 401(K) Plan-28$404,105$146,592$5,235iApproximate average salary by contribution assumption: employee only about $130,886 at 4% or $87,257 at 6%; with 50% employer match about $87,257 at 4% or $58,171 at 6%; with 100% employer match about $65,443 at 4% or $43,629 at 6%.
2007142$0$0-
Chicago Financial Services Inc. 401(K) Plan-42---