Litchfield Advisors Incorporated
Plan context: Litchfield Advisors Retirement Plan
EIN 36-3762496 • Lake Forest, IL • 26 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$9,929,601
2024 Contributions
$339,483
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $9,929,601 | $339,483 | $28,290iApproximate average salary by contribution assumption: employee only about $707,256 at 4% or $471,504 at 6%; with 50% employer match about $471,504 at 4% or $314,336 at 6%; with 100% employer match about $353,628 at 4% or $235,752 at 6%. |
| Litchfield Advisors Retirement Plan | - | 12 | $9,929,601 | $339,483 | $28,290iApproximate average salary by contribution assumption: employee only about $707,256 at 4% or $471,504 at 6%; with 50% employer match about $471,504 at 4% or $314,336 at 6%; with 100% employer match about $353,628 at 4% or $235,752 at 6%. |
| 2023 | 1 | 11 | $8,483,654 | $428,850 | $38,986iApproximate average salary by contribution assumption: employee only about $974,659 at 4% or $649,773 at 6%; with 50% employer match about $649,773 at 4% or $433,182 at 6%; with 100% employer match about $487,330 at 4% or $324,886 at 6%. |
| Litchfield Advisors Retirement Plan | - | 11 | $8,483,654 | $428,850 | $38,986iApproximate average salary by contribution assumption: employee only about $974,659 at 4% or $649,773 at 6%; with 50% employer match about $649,773 at 4% or $433,182 at 6%; with 100% employer match about $487,330 at 4% or $324,886 at 6%. |
| 2022 | 1 | 12 | $7,187,040 | $333,881 | $27,823iApproximate average salary by contribution assumption: employee only about $695,585 at 4% or $463,724 at 6%; with 50% employer match about $463,724 at 4% or $309,149 at 6%; with 100% employer match about $347,793 at 4% or $231,862 at 6%. |
| Litchfield Advisors Retirement Plan | - | 12 | $7,187,040 | $333,881 | $27,823iApproximate average salary by contribution assumption: employee only about $695,585 at 4% or $463,724 at 6%; with 50% employer match about $463,724 at 4% or $309,149 at 6%; with 100% employer match about $347,793 at 4% or $231,862 at 6%. |
| 2021 | 1 | 13 | $8,944,042 | $344,027 | $26,464iApproximate average salary by contribution assumption: employee only about $661,590 at 4% or $441,060 at 6%; with 50% employer match about $441,060 at 4% or $294,040 at 6%; with 100% employer match about $330,795 at 4% or $220,530 at 6%. |
| Litchfield Advisors Retirement Plan | - | 13 | $8,944,042 | $344,027 | $26,464iApproximate average salary by contribution assumption: employee only about $661,590 at 4% or $441,060 at 6%; with 50% employer match about $441,060 at 4% or $294,040 at 6%; with 100% employer match about $330,795 at 4% or $220,530 at 6%. |
| 2020 | 1 | 11 | $7,503,901 | $292,674 | $26,607iApproximate average salary by contribution assumption: employee only about $665,168 at 4% or $443,445 at 6%; with 50% employer match about $443,445 at 4% or $295,630 at 6%; with 100% employer match about $332,584 at 4% or $221,723 at 6%. |
| Litchfield Advisors Retirement Plan | - | 11 | $7,503,901 | $292,674 | $26,607iApproximate average salary by contribution assumption: employee only about $665,168 at 4% or $443,445 at 6%; with 50% employer match about $443,445 at 4% or $295,630 at 6%; with 100% employer match about $332,584 at 4% or $221,723 at 6%. |
| 2019 | 1 | 11 | $6,334,651 | $224,787 | $20,435iApproximate average salary by contribution assumption: employee only about $510,880 at 4% or $340,586 at 6%; with 50% employer match about $340,586 at 4% or $227,058 at 6%; with 100% employer match about $255,440 at 4% or $170,293 at 6%. |
| Litchfield Advisors Retirement Plan | - | 11 | $6,334,651 | $224,787 | $20,435iApproximate average salary by contribution assumption: employee only about $510,880 at 4% or $340,586 at 6%; with 50% employer match about $340,586 at 4% or $227,058 at 6%; with 100% employer match about $255,440 at 4% or $170,293 at 6%. |
| 2018 | 1 | 12 | $5,740,951 | $402,362 | $33,530iApproximate average salary by contribution assumption: employee only about $838,254 at 4% or $558,836 at 6%; with 50% employer match about $558,836 at 4% or $372,557 at 6%; with 100% employer match about $419,127 at 4% or $279,418 at 6%. |
| Litchfield Advisors Retirement Plan | - | 12 | $5,740,951 | $402,362 | $33,530iApproximate average salary by contribution assumption: employee only about $838,254 at 4% or $558,836 at 6%; with 50% employer match about $558,836 at 4% or $372,557 at 6%; with 100% employer match about $419,127 at 4% or $279,418 at 6%. |
| 2017 | 1 | 12 | $6,133,845 | $244,249 | $20,354iApproximate average salary by contribution assumption: employee only about $508,852 at 4% or $339,235 at 6%; with 50% employer match about $339,235 at 4% or $226,156 at 6%; with 100% employer match about $254,426 at 4% or $169,617 at 6%. |
| Litchfield Advisors Retirement Plan | - | 12 | $6,133,845 | $244,249 | $20,354iApproximate average salary by contribution assumption: employee only about $508,852 at 4% or $339,235 at 6%; with 50% employer match about $339,235 at 4% or $226,156 at 6%; with 100% employer match about $254,426 at 4% or $169,617 at 6%. |
| 2016 | 1 | 14 | $5,507,618 | $364,142 | $26,010iApproximate average salary by contribution assumption: employee only about $650,254 at 4% or $433,502 at 6%; with 50% employer match about $433,502 at 4% or $289,002 at 6%; with 100% employer match about $325,127 at 4% or $216,751 at 6%. |
| Litchfield Advisors Retirement Plan | - | 14 | $5,507,618 | $364,142 | $26,010iApproximate average salary by contribution assumption: employee only about $650,254 at 4% or $433,502 at 6%; with 50% employer match about $433,502 at 4% or $289,002 at 6%; with 100% employer match about $325,127 at 4% or $216,751 at 6%. |
| 2015 | 1 | 14 | $4,729,873 | $324,506 | $23,179iApproximate average salary by contribution assumption: employee only about $579,475 at 4% or $386,317 at 6%; with 50% employer match about $386,317 at 4% or $257,544 at 6%; with 100% employer match about $289,738 at 4% or $193,158 at 6%. |
| Litchfield Advisors Retirement Plan | - | 14 | $4,729,873 | $324,506 | $23,179iApproximate average salary by contribution assumption: employee only about $579,475 at 4% or $386,317 at 6%; with 50% employer match about $386,317 at 4% or $257,544 at 6%; with 100% employer match about $289,738 at 4% or $193,158 at 6%. |
| 2014 | 1 | 16 | $4,418,092 | $342,503 | $21,406iApproximate average salary by contribution assumption: employee only about $535,161 at 4% or $356,774 at 6%; with 50% employer match about $356,774 at 4% or $237,849 at 6%; with 100% employer match about $267,580 at 4% or $178,387 at 6%. |
| Litchfield Advisors Retirement Plan | - | 16 | $4,418,092 | $342,503 | $21,406iApproximate average salary by contribution assumption: employee only about $535,161 at 4% or $356,774 at 6%; with 50% employer match about $356,774 at 4% or $237,849 at 6%; with 100% employer match about $267,580 at 4% or $178,387 at 6%. |
| 2013 | 1 | 16 | $3,786,122 | $271,476 | $16,967iApproximate average salary by contribution assumption: employee only about $424,181 at 4% or $282,788 at 6%; with 50% employer match about $282,788 at 4% or $188,525 at 6%; with 100% employer match about $212,091 at 4% or $141,394 at 6%. |
| Litchfield Advisors Retirement Plan | - | 16 | $3,786,122 | $271,476 | $16,967iApproximate average salary by contribution assumption: employee only about $424,181 at 4% or $282,788 at 6%; with 50% employer match about $282,788 at 4% or $188,525 at 6%; with 100% employer match about $212,091 at 4% or $141,394 at 6%. |
| 2012 | 1 | 16 | $3,336,229 | $251,121 | $15,695iApproximate average salary by contribution assumption: employee only about $392,377 at 4% or $261,584 at 6%; with 50% employer match about $261,584 at 4% or $174,390 at 6%; with 100% employer match about $196,188 at 4% or $130,792 at 6%. |
| Litchfield Advisors Retirement Plan | - | 16 | $3,336,229 | $251,121 | $15,695iApproximate average salary by contribution assumption: employee only about $392,377 at 4% or $261,584 at 6%; with 50% employer match about $261,584 at 4% or $174,390 at 6%; with 100% employer match about $196,188 at 4% or $130,792 at 6%. |
| 2011 | 1 | 15 | $2,630,728 | $253,492 | $16,899iApproximate average salary by contribution assumption: employee only about $422,487 at 4% or $281,658 at 6%; with 50% employer match about $281,658 at 4% or $187,772 at 6%; with 100% employer match about $211,243 at 4% or $140,829 at 6%. |
| Litchfield Advisors Retirement Plan | - | 15 | $2,630,728 | $253,492 | $16,899iApproximate average salary by contribution assumption: employee only about $422,487 at 4% or $281,658 at 6%; with 50% employer match about $281,658 at 4% or $187,772 at 6%; with 100% employer match about $211,243 at 4% or $140,829 at 6%. |
| 2010 | 1 | 15 | $2,485,570 | $250,977 | $16,732iApproximate average salary by contribution assumption: employee only about $418,295 at 4% or $278,863 at 6%; with 50% employer match about $278,863 at 4% or $185,909 at 6%; with 100% employer match about $209,148 at 4% or $139,432 at 6%. |
| Litchfield Advisors Retirement Plan | - | 15 | $2,485,570 | $250,977 | $16,732iApproximate average salary by contribution assumption: employee only about $418,295 at 4% or $278,863 at 6%; with 50% employer match about $278,863 at 4% or $185,909 at 6%; with 100% employer match about $209,148 at 4% or $139,432 at 6%. |
| 2009 | 1 | 16 | $2,118,611 | $262,813 | $16,426iApproximate average salary by contribution assumption: employee only about $410,645 at 4% or $273,764 at 6%; with 50% employer match about $273,764 at 4% or $182,509 at 6%; with 100% employer match about $205,323 at 4% or $136,882 at 6%. |
| Litchfield Advisors Retirement Plan | - | 16 | $2,118,611 | $262,813 | $16,426iApproximate average salary by contribution assumption: employee only about $410,645 at 4% or $273,764 at 6%; with 50% employer match about $273,764 at 4% or $182,509 at 6%; with 100% employer match about $205,323 at 4% or $136,882 at 6%. |
| 2008 | 1 | 11 | $1,636,947 | $283,608 | $25,783iApproximate average salary by contribution assumption: employee only about $644,564 at 4% or $429,709 at 6%; with 50% employer match about $429,709 at 4% or $286,473 at 6%; with 100% employer match about $322,282 at 4% or $214,855 at 6%. |
| Litchfield Advisors Retirement Plan | - | 11 | $1,636,947 | $283,608 | $25,783iApproximate average salary by contribution assumption: employee only about $644,564 at 4% or $429,709 at 6%; with 50% employer match about $429,709 at 4% or $286,473 at 6%; with 100% employer match about $322,282 at 4% or $214,855 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Litchfield Advisors Retirement Plan | - | 9 | - | - | - |
| 2006 | 1 | 10 | $1,847,499 | $264,341 | $26,434iApproximate average salary by contribution assumption: employee only about $660,853 at 4% or $440,568 at 6%; with 50% employer match about $440,568 at 4% or $293,712 at 6%; with 100% employer match about $330,426 at 4% or $220,284 at 6%. |
| Litchfield Advisors Retirement Plan | - | 10 | $1,847,499 | $264,341 | $26,434iApproximate average salary by contribution assumption: employee only about $660,853 at 4% or $440,568 at 6%; with 50% employer match about $440,568 at 4% or $293,712 at 6%; with 100% employer match about $330,426 at 4% or $220,284 at 6%. |
| 2005 | 1 | 10 | $1,350,830 | $205,100 | $20,510iApproximate average salary by contribution assumption: employee only about $512,750 at 4% or $341,833 at 6%; with 50% employer match about $341,833 at 4% or $227,889 at 6%; with 100% employer match about $256,375 at 4% or $170,917 at 6%. |
| Litchfield Advisors Retirement Plan | - | 10 | $1,350,830 | $205,100 | $20,510iApproximate average salary by contribution assumption: employee only about $512,750 at 4% or $341,833 at 6%; with 50% employer match about $341,833 at 4% or $227,889 at 6%; with 100% employer match about $256,375 at 4% or $170,917 at 6%. |
| 2004 | 1 | 12 | $1,192,918 | $193,118 | $16,093iApproximate average salary by contribution assumption: employee only about $402,329 at 4% or $268,219 at 6%; with 50% employer match about $268,219 at 4% or $178,813 at 6%; with 100% employer match about $201,165 at 4% or $134,110 at 6%. |
| Litchfield Advisors Retirement Plan | - | 12 | $1,192,918 | $193,118 | $16,093iApproximate average salary by contribution assumption: employee only about $402,329 at 4% or $268,219 at 6%; with 50% employer match about $268,219 at 4% or $178,813 at 6%; with 100% employer match about $201,165 at 4% or $134,110 at 6%. |
| 2003 | 1 | 14 | $911,270 | $153,849 | $10,989iApproximate average salary by contribution assumption: employee only about $274,730 at 4% or $183,154 at 6%; with 50% employer match about $183,154 at 4% or $122,102 at 6%; with 100% employer match about $137,365 at 4% or $91,577 at 6%. |
| Litchfield Advisors Retirement Plan | - | 14 | $911,270 | $153,849 | $10,989iApproximate average salary by contribution assumption: employee only about $274,730 at 4% or $183,154 at 6%; with 50% employer match about $183,154 at 4% or $122,102 at 6%; with 100% employer match about $137,365 at 4% or $91,577 at 6%. |
| 2002 | 1 | 10 | $0 | $0 | - |
| Litchfield Advisors Retirement Plan | - | 10 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Litchfield Advisors Retirement Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Litchfield Advisors Retirement Plan | - | 6 | - | - | - |
| 1999 | 1 | 5 | $377,194 | $85,595 | $17,119iApproximate average salary by contribution assumption: employee only about $427,975 at 4% or $285,317 at 6%; with 50% employer match about $285,317 at 4% or $190,211 at 6%; with 100% employer match about $213,988 at 4% or $142,658 at 6%. |
| Litchfield Advisors Retirement Plan | - | 5 | $377,194 | $85,595 | $17,119iApproximate average salary by contribution assumption: employee only about $427,975 at 4% or $285,317 at 6%; with 50% employer match about $285,317 at 4% or $190,211 at 6%; with 100% employer match about $213,988 at 4% or $142,658 at 6%. |