Civic Intelligence

Bearing Brokers Inc

Plan context: Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan

EIN 36-3758581 • Lake Zurich, IL • 22 filings • 5 plans

1010 Commerce Dr.Lake Zurich, IL 60047
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,381,248

2024 Contributions

$126,806

Historical Graphs

Total Assets Over Time

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

$3,381,248$1,690,624$0200320142024YearValue
$3,381,248Latest year 2024

Participants Over Time

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

1370200320142024YearValue
12Latest year 2024

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
2024112$3,381,248$126,806$10,567iApproximate average salary by contribution assumption: employee only about $264,179 at 4% or $176,119 at 6%; with 50% employer match about $176,119 at 4% or $117,413 at 6%; with 100% employer match about $132,090 at 4% or $88,060 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-12$3,381,248$126,806$10,567iApproximate average salary by contribution assumption: employee only about $264,179 at 4% or $176,119 at 6%; with 50% employer match about $176,119 at 4% or $117,413 at 6%; with 100% employer match about $132,090 at 4% or $88,060 at 6%.
2023111$2,941,377$122,906$11,173iApproximate average salary by contribution assumption: employee only about $279,332 at 4% or $186,221 at 6%; with 50% employer match about $186,221 at 4% or $124,147 at 6%; with 100% employer match about $139,666 at 4% or $93,111 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-11$2,941,377$122,906$11,173iApproximate average salary by contribution assumption: employee only about $279,332 at 4% or $186,221 at 6%; with 50% employer match about $186,221 at 4% or $124,147 at 6%; with 100% employer match about $139,666 at 4% or $93,111 at 6%.
2022111$2,522,704$113,700$10,336iApproximate average salary by contribution assumption: employee only about $258,409 at 4% or $172,273 at 6%; with 50% employer match about $172,273 at 4% or $114,848 at 6%; with 100% employer match about $129,205 at 4% or $86,136 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-11$2,522,704$113,700$10,336iApproximate average salary by contribution assumption: employee only about $258,409 at 4% or $172,273 at 6%; with 50% employer match about $172,273 at 4% or $114,848 at 6%; with 100% employer match about $129,205 at 4% or $86,136 at 6%.
2021111$2,910,021$113,478$10,316iApproximate average salary by contribution assumption: employee only about $257,905 at 4% or $171,936 at 6%; with 50% employer match about $171,936 at 4% or $114,624 at 6%; with 100% employer match about $128,952 at 4% or $85,968 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-11$2,910,021$113,478$10,316iApproximate average salary by contribution assumption: employee only about $257,905 at 4% or $171,936 at 6%; with 50% employer match about $171,936 at 4% or $114,624 at 6%; with 100% employer match about $128,952 at 4% or $85,968 at 6%.
2020111$2,503,345$119,876$10,898iApproximate average salary by contribution assumption: employee only about $272,445 at 4% or $181,630 at 6%; with 50% employer match about $181,630 at 4% or $121,087 at 6%; with 100% employer match about $136,223 at 4% or $90,815 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-11$2,503,345$119,876$10,898iApproximate average salary by contribution assumption: employee only about $272,445 at 4% or $181,630 at 6%; with 50% employer match about $181,630 at 4% or $121,087 at 6%; with 100% employer match about $136,223 at 4% or $90,815 at 6%.
2019112$2,134,500$119,785$9,982iApproximate average salary by contribution assumption: employee only about $249,552 at 4% or $166,368 at 6%; with 50% employer match about $166,368 at 4% or $110,912 at 6%; with 100% employer match about $124,776 at 4% or $83,184 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-12$2,134,500$119,785$9,982iApproximate average salary by contribution assumption: employee only about $249,552 at 4% or $166,368 at 6%; with 50% employer match about $166,368 at 4% or $110,912 at 6%; with 100% employer match about $124,776 at 4% or $83,184 at 6%.
2018112$1,730,630$118,920$9,910iApproximate average salary by contribution assumption: employee only about $247,750 at 4% or $165,167 at 6%; with 50% employer match about $165,167 at 4% or $110,111 at 6%; with 100% employer match about $123,875 at 4% or $82,583 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-12$1,730,630$118,920$9,910iApproximate average salary by contribution assumption: employee only about $247,750 at 4% or $165,167 at 6%; with 50% employer match about $165,167 at 4% or $110,111 at 6%; with 100% employer match about $123,875 at 4% or $82,583 at 6%.
2017112$1,824,511$122,616$10,218iApproximate average salary by contribution assumption: employee only about $255,450 at 4% or $170,300 at 6%; with 50% employer match about $170,300 at 4% or $113,533 at 6%; with 100% employer match about $127,725 at 4% or $85,150 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-12$1,824,511$122,616$10,218iApproximate average salary by contribution assumption: employee only about $255,450 at 4% or $170,300 at 6%; with 50% employer match about $170,300 at 4% or $113,533 at 6%; with 100% employer match about $127,725 at 4% or $85,150 at 6%.
2016113$1,395,486$119,699$9,208iApproximate average salary by contribution assumption: employee only about $230,190 at 4% or $153,460 at 6%; with 50% employer match about $153,460 at 4% or $102,307 at 6%; with 100% employer match about $115,095 at 4% or $76,730 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-13$1,395,486$119,699$9,208iApproximate average salary by contribution assumption: employee only about $230,190 at 4% or $153,460 at 6%; with 50% employer match about $153,460 at 4% or $102,307 at 6%; with 100% employer match about $115,095 at 4% or $76,730 at 6%.
201519$1,168,929$108,373$12,041iApproximate average salary by contribution assumption: employee only about $301,036 at 4% or $200,691 at 6%; with 50% employer match about $200,691 at 4% or $133,794 at 6%; with 100% employer match about $150,518 at 4% or $100,345 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$1,168,929$108,373$12,041iApproximate average salary by contribution assumption: employee only about $301,036 at 4% or $200,691 at 6%; with 50% employer match about $200,691 at 4% or $133,794 at 6%; with 100% employer match about $150,518 at 4% or $100,345 at 6%.
201419$1,099,313$99,514$11,057iApproximate average salary by contribution assumption: employee only about $276,428 at 4% or $184,285 at 6%; with 50% employer match about $184,285 at 4% or $122,857 at 6%; with 100% employer match about $138,214 at 4% or $92,143 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$1,099,313$99,514$11,057iApproximate average salary by contribution assumption: employee only about $276,428 at 4% or $184,285 at 6%; with 50% employer match about $184,285 at 4% or $122,857 at 6%; with 100% employer match about $138,214 at 4% or $92,143 at 6%.
201318$938,791$99,437$12,430iApproximate average salary by contribution assumption: employee only about $310,741 at 4% or $207,160 at 6%; with 50% employer match about $207,160 at 4% or $138,107 at 6%; with 100% employer match about $155,370 at 4% or $103,580 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-8$938,791$99,437$12,430iApproximate average salary by contribution assumption: employee only about $310,741 at 4% or $207,160 at 6%; with 50% employer match about $207,160 at 4% or $138,107 at 6%; with 100% employer match about $155,370 at 4% or $103,580 at 6%.
201219$757,825$99,690$11,077iApproximate average salary by contribution assumption: employee only about $276,917 at 4% or $184,611 at 6%; with 50% employer match about $184,611 at 4% or $123,074 at 6%; with 100% employer match about $138,458 at 4% or $92,306 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$757,825$99,690$11,077iApproximate average salary by contribution assumption: employee only about $276,917 at 4% or $184,611 at 6%; with 50% employer match about $184,611 at 4% or $123,074 at 6%; with 100% employer match about $138,458 at 4% or $92,306 at 6%.
201119$703,259$101,854$11,317iApproximate average salary by contribution assumption: employee only about $282,928 at 4% or $188,619 at 6%; with 50% employer match about $188,619 at 4% or $125,746 at 6%; with 100% employer match about $141,464 at 4% or $94,309 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$703,259$101,854$11,317iApproximate average salary by contribution assumption: employee only about $282,928 at 4% or $188,619 at 6%; with 50% employer match about $188,619 at 4% or $125,746 at 6%; with 100% employer match about $141,464 at 4% or $94,309 at 6%.
201019$621,969$103,761$11,529iApproximate average salary by contribution assumption: employee only about $288,225 at 4% or $192,150 at 6%; with 50% employer match about $192,150 at 4% or $128,100 at 6%; with 100% employer match about $144,113 at 4% or $96,075 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$621,969$103,761$11,529iApproximate average salary by contribution assumption: employee only about $288,225 at 4% or $192,150 at 6%; with 50% employer match about $192,150 at 4% or $128,100 at 6%; with 100% employer match about $144,113 at 4% or $96,075 at 6%.
200919$452,920$103,871$11,541iApproximate average salary by contribution assumption: employee only about $288,531 at 4% or $192,354 at 6%; with 50% employer match about $192,354 at 4% or $128,236 at 6%; with 100% employer match about $144,265 at 4% or $96,177 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$452,920$103,871$11,541iApproximate average salary by contribution assumption: employee only about $288,531 at 4% or $192,354 at 6%; with 50% employer match about $192,354 at 4% or $128,236 at 6%; with 100% employer match about $144,265 at 4% or $96,177 at 6%.
200819$254,715$99,788$11,088iApproximate average salary by contribution assumption: employee only about $277,189 at 4% or $184,793 at 6%; with 50% employer match about $184,793 at 4% or $123,195 at 6%; with 100% employer match about $138,594 at 4% or $92,396 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$254,715$99,788$11,088iApproximate average salary by contribution assumption: employee only about $277,189 at 4% or $184,793 at 6%; with 50% employer match about $184,793 at 4% or $123,195 at 6%; with 100% employer match about $138,594 at 4% or $92,396 at 6%.
2007110$427,775$96,350$9,635iApproximate average salary by contribution assumption: employee only about $240,875 at 4% or $160,583 at 6%; with 50% employer match about $160,583 at 4% or $107,056 at 6%; with 100% employer match about $120,438 at 4% or $80,292 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-10$427,775$96,350$9,635iApproximate average salary by contribution assumption: employee only about $240,875 at 4% or $160,583 at 6%; with 50% employer match about $160,583 at 4% or $107,056 at 6%; with 100% employer match about $120,438 at 4% or $80,292 at 6%.
200619$315,345$100,173$11,130iApproximate average salary by contribution assumption: employee only about $278,258 at 4% or $185,506 at 6%; with 50% employer match about $185,506 at 4% or $123,670 at 6%; with 100% employer match about $139,129 at 4% or $92,753 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$315,345$100,173$11,130iApproximate average salary by contribution assumption: employee only about $278,258 at 4% or $185,506 at 6%; with 50% employer match about $185,506 at 4% or $123,670 at 6%; with 100% employer match about $139,129 at 4% or $92,753 at 6%.
200519$196,239$75,791$8,421iApproximate average salary by contribution assumption: employee only about $210,531 at 4% or $140,354 at 6%; with 50% employer match about $140,354 at 4% or $93,569 at 6%; with 100% employer match about $105,265 at 4% or $70,177 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$196,239$75,791$8,421iApproximate average salary by contribution assumption: employee only about $210,531 at 4% or $140,354 at 6%; with 50% employer match about $140,354 at 4% or $93,569 at 6%; with 100% employer match about $105,265 at 4% or $70,177 at 6%.
200418$110,062$59,179$7,397iApproximate average salary by contribution assumption: employee only about $184,934 at 4% or $123,290 at 6%; with 50% employer match about $123,290 at 4% or $82,193 at 6%; with 100% employer match about $92,467 at 4% or $61,645 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-8$110,062$59,179$7,397iApproximate average salary by contribution assumption: employee only about $184,934 at 4% or $123,290 at 6%; with 50% employer match about $123,290 at 4% or $82,193 at 6%; with 100% employer match about $92,467 at 4% or $61,645 at 6%.
200319$40,740$38,122$4,236iApproximate average salary by contribution assumption: employee only about $105,894 at 4% or $70,596 at 6%; with 50% employer match about $70,596 at 4% or $47,064 at 6%; with 100% employer match about $52,947 at 4% or $35,298 at 6%.
Bearing Brokers Inc. Safe Harbor 401(K) Profit Sharing Plan-9$40,740$38,122$4,236iApproximate average salary by contribution assumption: employee only about $105,894 at 4% or $70,596 at 6%; with 50% employer match about $70,596 at 4% or $47,064 at 6%; with 100% employer match about $52,947 at 4% or $35,298 at 6%.