Civic Intelligence

Effective Data

Plan context: Effective Data 401K Retirement Trust

EIN 36-3751945 • Schaumburg, IL • 17 filings • 6 plans

1515 E Woodfield Rd Ste 200Schaumburg, IL 60173-5333
Current Snapshot

Latest Year

2015

2015 Participants

14

2015 Assets

$695,218

2015 Contributions

$43,101

Historical Graphs

Total Assets Over Time

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

$745,894$372,947$0199920062014YearValue
$695,218Latest year 2014

Participants Over Time

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

40200199920072014YearValue
14Latest year 2014

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
201510$0$0-
Effective Data 401K Retirement Trust-0$0$0-
2014114$695,218$43,101$3,079iApproximate average salary by contribution assumption: employee only about $76,966 at 4% or $51,311 at 6%; with 50% employer match about $51,311 at 4% or $34,207 at 6%; with 100% employer match about $38,483 at 4% or $25,655 at 6%.
Effective Data 401K Retirement Trust-14$695,218$43,101$3,079iApproximate average salary by contribution assumption: employee only about $76,966 at 4% or $51,311 at 6%; with 50% employer match about $51,311 at 4% or $34,207 at 6%; with 100% employer match about $38,483 at 4% or $25,655 at 6%.
2013116$681,605$43,781$2,736iApproximate average salary by contribution assumption: employee only about $68,408 at 4% or $45,605 at 6%; with 50% employer match about $45,605 at 4% or $30,403 at 6%; with 100% employer match about $34,204 at 4% or $22,803 at 6%.
Effective Data 401K Retirement Trust-16$681,605$43,781$2,736iApproximate average salary by contribution assumption: employee only about $68,408 at 4% or $45,605 at 6%; with 50% employer match about $45,605 at 4% or $30,403 at 6%; with 100% employer match about $34,204 at 4% or $22,803 at 6%.
2012116$567,191$36,863$2,304iApproximate average salary by contribution assumption: employee only about $57,598 at 4% or $38,399 at 6%; with 50% employer match about $38,399 at 4% or $25,599 at 6%; with 100% employer match about $28,799 at 4% or $19,199 at 6%.
Effective Data 401K Retirement Trust-16$567,191$36,863$2,304iApproximate average salary by contribution assumption: employee only about $57,598 at 4% or $38,399 at 6%; with 50% employer match about $38,399 at 4% or $25,599 at 6%; with 100% employer match about $28,799 at 4% or $19,199 at 6%.
2011116$548,394$35,251$2,203iApproximate average salary by contribution assumption: employee only about $55,080 at 4% or $36,720 at 6%; with 50% employer match about $36,720 at 4% or $24,480 at 6%; with 100% employer match about $27,540 at 4% or $18,360 at 6%.
Effective Data 401K Retirement Trust-16$548,394$35,251$2,203iApproximate average salary by contribution assumption: employee only about $55,080 at 4% or $36,720 at 6%; with 50% employer match about $36,720 at 4% or $24,480 at 6%; with 100% employer match about $27,540 at 4% or $18,360 at 6%.
201017$546,343$29,807$4,258iApproximate average salary by contribution assumption: employee only about $106,454 at 4% or $70,969 at 6%; with 50% employer match about $70,969 at 4% or $47,313 at 6%; with 100% employer match about $53,227 at 4% or $35,485 at 6%.
Effective Data 401K Retirement Trust-7$546,343$29,807$4,258iApproximate average salary by contribution assumption: employee only about $106,454 at 4% or $70,969 at 6%; with 50% employer match about $70,969 at 4% or $47,313 at 6%; with 100% employer match about $53,227 at 4% or $35,485 at 6%.
2009121$564,619$61,459$2,927iApproximate average salary by contribution assumption: employee only about $73,165 at 4% or $48,777 at 6%; with 50% employer match about $48,777 at 4% or $32,518 at 6%; with 100% employer match about $36,583 at 4% or $24,388 at 6%.
Effective Data 401K Retirement Trust-21$564,619$61,459$2,927iApproximate average salary by contribution assumption: employee only about $73,165 at 4% or $48,777 at 6%; with 50% employer match about $48,777 at 4% or $32,518 at 6%; with 100% employer match about $36,583 at 4% or $24,388 at 6%.
2008122$443,549$82,177$3,735iApproximate average salary by contribution assumption: employee only about $93,383 at 4% or $62,255 at 6%; with 50% employer match about $62,255 at 4% or $41,504 at 6%; with 100% employer match about $46,691 at 4% or $31,128 at 6%.
Effective Data 401K Retirement Trust-22$443,549$82,177$3,735iApproximate average salary by contribution assumption: employee only about $93,383 at 4% or $62,255 at 6%; with 50% employer match about $62,255 at 4% or $41,504 at 6%; with 100% employer match about $46,691 at 4% or $31,128 at 6%.
2007123$0$0-
Effective Data 401K Retirement Trust-23---
2006123$745,894$77,783$3,382iApproximate average salary by contribution assumption: employee only about $84,547 at 4% or $56,364 at 6%; with 50% employer match about $56,364 at 4% or $37,576 at 6%; with 100% employer match about $42,273 at 4% or $28,182 at 6%.
Effective Data 401K Retirement Trust-23$745,894$77,783$3,382iApproximate average salary by contribution assumption: employee only about $84,547 at 4% or $56,364 at 6%; with 50% employer match about $56,364 at 4% or $37,576 at 6%; with 100% employer match about $42,273 at 4% or $28,182 at 6%.
2005125$607,157$73,789$2,952iApproximate average salary by contribution assumption: employee only about $73,789 at 4% or $49,193 at 6%; with 50% employer match about $49,193 at 4% or $32,795 at 6%; with 100% employer match about $36,895 at 4% or $24,596 at 6%.
Effective Data 401K Retirement Trust-25$607,157$73,789$2,952iApproximate average salary by contribution assumption: employee only about $73,789 at 4% or $49,193 at 6%; with 50% employer match about $49,193 at 4% or $32,795 at 6%; with 100% employer match about $36,895 at 4% or $24,596 at 6%.
2004119$604,995$76,797$4,042iApproximate average salary by contribution assumption: employee only about $101,049 at 4% or $67,366 at 6%; with 50% employer match about $67,366 at 4% or $44,911 at 6%; with 100% employer match about $50,524 at 4% or $33,683 at 6%.
Effective Data 401K Retirement Trust-19$604,995$76,797$4,042iApproximate average salary by contribution assumption: employee only about $101,049 at 4% or $67,366 at 6%; with 50% employer match about $67,366 at 4% or $44,911 at 6%; with 100% employer match about $50,524 at 4% or $33,683 at 6%.
2003118$535,688$105,142$5,841iApproximate average salary by contribution assumption: employee only about $146,031 at 4% or $97,354 at 6%; with 50% employer match about $97,354 at 4% or $64,902 at 6%; with 100% employer match about $73,015 at 4% or $48,677 at 6%.
Effective Data 401K Retirement Trust-18$535,688$105,142$5,841iApproximate average salary by contribution assumption: employee only about $146,031 at 4% or $97,354 at 6%; with 50% employer match about $97,354 at 4% or $64,902 at 6%; with 100% employer match about $73,015 at 4% or $48,677 at 6%.
2002122$407,405$138,965$6,317iApproximate average salary by contribution assumption: employee only about $157,915 at 4% or $105,277 at 6%; with 50% employer match about $105,277 at 4% or $70,184 at 6%; with 100% employer match about $78,957 at 4% or $52,638 at 6%.
Effective Data 401K Retirement Trust-22$407,405$138,965$6,317iApproximate average salary by contribution assumption: employee only about $157,915 at 4% or $105,277 at 6%; with 50% employer match about $105,277 at 4% or $70,184 at 6%; with 100% employer match about $78,957 at 4% or $52,638 at 6%.
2001126$415,058$184,268$7,087iApproximate average salary by contribution assumption: employee only about $177,181 at 4% or $118,121 at 6%; with 50% employer match about $118,121 at 4% or $78,747 at 6%; with 100% employer match about $88,590 at 4% or $59,060 at 6%.
Effective Data 401K Retirement Trust-26$415,058$184,268$7,087iApproximate average salary by contribution assumption: employee only about $177,181 at 4% or $118,121 at 6%; with 50% employer match about $118,121 at 4% or $78,747 at 6%; with 100% employer match about $88,590 at 4% or $59,060 at 6%.
2000140$415,208$308,369$7,709iApproximate average salary by contribution assumption: employee only about $192,731 at 4% or $128,487 at 6%; with 50% employer match about $128,487 at 4% or $85,658 at 6%; with 100% employer match about $96,365 at 4% or $64,244 at 6%.
Effective Data 401K Retirement Trust-40$415,208$308,369$7,709iApproximate average salary by contribution assumption: employee only about $192,731 at 4% or $128,487 at 6%; with 50% employer match about $128,487 at 4% or $85,658 at 6%; with 100% employer match about $96,365 at 4% or $64,244 at 6%.
1999117$155,654$112,990$6,646iApproximate average salary by contribution assumption: employee only about $166,162 at 4% or $110,775 at 6%; with 50% employer match about $110,775 at 4% or $73,850 at 6%; with 100% employer match about $83,081 at 4% or $55,387 at 6%.
Effective Data 401K Retirement Trust-17$155,654$112,990$6,646iApproximate average salary by contribution assumption: employee only about $166,162 at 4% or $110,775 at 6%; with 50% employer match about $110,775 at 4% or $73,850 at 6%; with 100% employer match about $83,081 at 4% or $55,387 at 6%.