Civic Intelligence

Rand Financial Services Inc.

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

EIN 36-3849442 • Chicago, IL • 22 filings • 3 plans

111 West Jackson BoulevardSuite 1250Chicago, IL 60604
Current Snapshot

Latest Year

2020

2020 Participants

32

2020 Assets

$12,179,499

2020 Contributions

$109,240

Historical Graphs

Total Assets Over Time

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

$12,179,499$6,089,750$0200020102019YearValue
$12,179,499Latest year 2019

Participants Over Time

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

99500200020102019YearValue
32Latest year 2019

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
202010$0$109,240-
Rand Financial Services Inc. 401(K) Plan-0-$109,240-
2019132$12,179,499$399,583$12,487iApproximate average salary by contribution assumption: employee only about $312,174 at 4% or $208,116 at 6%; with 50% employer match about $208,116 at 4% or $138,744 at 6%; with 100% employer match about $156,087 at 4% or $104,058 at 6%.
Rand Financial Services Inc. 401(K) Plan-32$12,179,499$399,583$12,487iApproximate average salary by contribution assumption: employee only about $312,174 at 4% or $208,116 at 6%; with 50% employer match about $208,116 at 4% or $138,744 at 6%; with 100% employer match about $156,087 at 4% or $104,058 at 6%.
2018133$9,852,341$392,362$11,890iApproximate average salary by contribution assumption: employee only about $297,244 at 4% or $198,163 at 6%; with 50% employer match about $198,163 at 4% or $132,108 at 6%; with 100% employer match about $148,622 at 4% or $99,081 at 6%.
Rand Financial Services Inc. 401(K) Plan-33$9,852,341$392,362$11,890iApproximate average salary by contribution assumption: employee only about $297,244 at 4% or $198,163 at 6%; with 50% employer match about $198,163 at 4% or $132,108 at 6%; with 100% employer match about $148,622 at 4% or $99,081 at 6%.
2017133$10,489,800$433,389$13,133iApproximate average salary by contribution assumption: employee only about $328,325 at 4% or $218,883 at 6%; with 50% employer match about $218,883 at 4% or $145,922 at 6%; with 100% employer match about $164,163 at 4% or $109,442 at 6%.
Rand Financial Services Inc. 401(K) Plan-33$10,489,800$433,389$13,133iApproximate average salary by contribution assumption: employee only about $328,325 at 4% or $218,883 at 6%; with 50% employer match about $218,883 at 4% or $145,922 at 6%; with 100% employer match about $164,163 at 4% or $109,442 at 6%.
2016136$8,876,293$439,108$12,197iApproximate average salary by contribution assumption: employee only about $304,936 at 4% or $203,291 at 6%; with 50% employer match about $203,291 at 4% or $135,527 at 6%; with 100% employer match about $152,468 at 4% or $101,645 at 6%.
Rand Financial Services Inc. 401(K) Plan-36$8,876,293$439,108$12,197iApproximate average salary by contribution assumption: employee only about $304,936 at 4% or $203,291 at 6%; with 50% employer match about $203,291 at 4% or $135,527 at 6%; with 100% employer match about $152,468 at 4% or $101,645 at 6%.
2015137$8,210,203$490,224$13,249iApproximate average salary by contribution assumption: employee only about $331,232 at 4% or $220,822 at 6%; with 50% employer match about $220,822 at 4% or $147,214 at 6%; with 100% employer match about $165,616 at 4% or $110,411 at 6%.
Rand Financial Services Inc. 401(K) Plan-37$8,210,203$490,224$13,249iApproximate average salary by contribution assumption: employee only about $331,232 at 4% or $220,822 at 6%; with 50% employer match about $220,822 at 4% or $147,214 at 6%; with 100% employer match about $165,616 at 4% or $110,411 at 6%.
2014139$8,398,641$394,697$10,120iApproximate average salary by contribution assumption: employee only about $253,011 at 4% or $168,674 at 6%; with 50% employer match about $168,674 at 4% or $112,449 at 6%; with 100% employer match about $126,505 at 4% or $84,337 at 6%.
Rand Financial Services Inc. 401(K) Plan-39$8,398,641$394,697$10,120iApproximate average salary by contribution assumption: employee only about $253,011 at 4% or $168,674 at 6%; with 50% employer match about $168,674 at 4% or $112,449 at 6%; with 100% employer match about $126,505 at 4% or $84,337 at 6%.
2013142$7,757,736$425,968$10,142iApproximate average salary by contribution assumption: employee only about $253,552 at 4% or $169,035 at 6%; with 50% employer match about $169,035 at 4% or $112,690 at 6%; with 100% employer match about $126,776 at 4% or $84,517 at 6%.
Rand Financial Services Inc. 401(K) Plan-42$7,757,736$425,968$10,142iApproximate average salary by contribution assumption: employee only about $253,552 at 4% or $169,035 at 6%; with 50% employer match about $169,035 at 4% or $112,690 at 6%; with 100% employer match about $126,776 at 4% or $84,517 at 6%.
2012148$6,545,698$316,702$6,598iApproximate average salary by contribution assumption: employee only about $164,949 at 4% or $109,966 at 6%; with 50% employer match about $109,966 at 4% or $73,311 at 6%; with 100% employer match about $82,474 at 4% or $54,983 at 6%.
Rand Financial Services Inc. 401(K) Plan-48$6,545,698$316,702$6,598iApproximate average salary by contribution assumption: employee only about $164,949 at 4% or $109,966 at 6%; with 50% employer match about $109,966 at 4% or $73,311 at 6%; with 100% employer match about $82,474 at 4% or $54,983 at 6%.
2011135$5,622,865$282,266$8,065iApproximate average salary by contribution assumption: employee only about $201,619 at 4% or $134,412 at 6%; with 50% employer match about $134,412 at 4% or $89,608 at 6%; with 100% employer match about $100,809 at 4% or $67,206 at 6%.
Rand Financial Services Inc. 401(K) Plan-35$5,622,865$282,266$8,065iApproximate average salary by contribution assumption: employee only about $201,619 at 4% or $134,412 at 6%; with 50% employer match about $134,412 at 4% or $89,608 at 6%; with 100% employer match about $100,809 at 4% or $67,206 at 6%.
2010135$6,423,160$198,343$5,667iApproximate average salary by contribution assumption: employee only about $141,674 at 4% or $94,449 at 6%; with 50% employer match about $94,449 at 4% or $62,966 at 6%; with 100% employer match about $70,837 at 4% or $47,225 at 6%.
Rand Financial Services Inc. 401(K) Plan-35$6,423,160$198,343$5,667iApproximate average salary by contribution assumption: employee only about $141,674 at 4% or $94,449 at 6%; with 50% employer match about $94,449 at 4% or $62,966 at 6%; with 100% employer match about $70,837 at 4% or $47,225 at 6%.
2009135$7,491,636$246,314$7,038iApproximate average salary by contribution assumption: employee only about $175,939 at 4% or $117,292 at 6%; with 50% employer match about $117,292 at 4% or $78,195 at 6%; with 100% employer match about $87,969 at 4% or $58,646 at 6%.
Rand Financial Services Inc. 401(K) Plan-35$7,491,636$246,314$7,038iApproximate average salary by contribution assumption: employee only about $175,939 at 4% or $117,292 at 6%; with 50% employer match about $117,292 at 4% or $78,195 at 6%; with 100% employer match about $87,969 at 4% or $58,646 at 6%.
2008154$7,917,174$575,727$10,662iApproximate average salary by contribution assumption: employee only about $266,540 at 4% or $177,694 at 6%; with 50% employer match about $177,694 at 4% or $118,462 at 6%; with 100% employer match about $133,270 at 4% or $88,847 at 6%.
Rand Financial Services Inc. 401(K) Plan-54$7,917,174$575,727$10,662iApproximate average salary by contribution assumption: employee only about $266,540 at 4% or $177,694 at 6%; with 50% employer match about $177,694 at 4% or $118,462 at 6%; with 100% employer match about $133,270 at 4% or $88,847 at 6%.
2007181$11,621,063$657,924$8,123iApproximate average salary by contribution assumption: employee only about $203,063 at 4% or $135,375 at 6%; with 50% employer match about $135,375 at 4% or $90,250 at 6%; with 100% employer match about $101,531 at 4% or $67,688 at 6%.
Rand Financial Services Inc. 401(K) Plan-81$11,621,063$657,924$8,123iApproximate average salary by contribution assumption: employee only about $203,063 at 4% or $135,375 at 6%; with 50% employer match about $135,375 at 4% or $90,250 at 6%; with 100% employer match about $101,531 at 4% or $67,688 at 6%.
2006184$10,216,280$996,205$11,860iApproximate average salary by contribution assumption: employee only about $296,490 at 4% or $197,660 at 6%; with 50% employer match about $197,660 at 4% or $131,773 at 6%; with 100% employer match about $148,245 at 4% or $98,830 at 6%.
Rand Financial Services Inc. 401(K) Plan-84$10,216,280$996,205$11,860iApproximate average salary by contribution assumption: employee only about $296,490 at 4% or $197,660 at 6%; with 50% employer match about $197,660 at 4% or $131,773 at 6%; with 100% employer match about $148,245 at 4% or $98,830 at 6%.
2005196$8,992,563$392,922$4,093iApproximate average salary by contribution assumption: employee only about $102,323 at 4% or $68,216 at 6%; with 50% employer match about $68,216 at 4% or $45,477 at 6%; with 100% employer match about $51,162 at 4% or $34,108 at 6%.
Rand Financial Services Inc. 401(K) Plan-96$8,992,563$392,922$4,093iApproximate average salary by contribution assumption: employee only about $102,323 at 4% or $68,216 at 6%; with 50% employer match about $68,216 at 4% or $45,477 at 6%; with 100% employer match about $51,162 at 4% or $34,108 at 6%.
2004199$8,395,262$706,009$7,131iApproximate average salary by contribution assumption: employee only about $178,285 at 4% or $118,857 at 6%; with 50% employer match about $118,857 at 4% or $79,238 at 6%; with 100% employer match about $89,143 at 4% or $59,428 at 6%.
Rand Financial Services Inc. 401(K) Plan-99$8,395,262$706,009$7,131iApproximate average salary by contribution assumption: employee only about $178,285 at 4% or $118,857 at 6%; with 50% employer match about $118,857 at 4% or $79,238 at 6%; with 100% employer match about $89,143 at 4% or $59,428 at 6%.
2003199$7,386,390$687,338$6,943iApproximate average salary by contribution assumption: employee only about $173,570 at 4% or $115,713 at 6%; with 50% employer match about $115,713 at 4% or $77,142 at 6%; with 100% employer match about $86,785 at 4% or $57,857 at 6%.
Rand Financial Services Inc. 401(K) Plan-99$7,386,390$687,338$6,943iApproximate average salary by contribution assumption: employee only about $173,570 at 4% or $115,713 at 6%; with 50% employer match about $115,713 at 4% or $77,142 at 6%; with 100% employer match about $86,785 at 4% or $57,857 at 6%.
2002194$5,508,539$686,694$7,305iApproximate average salary by contribution assumption: employee only about $182,631 at 4% or $121,754 at 6%; with 50% employer match about $121,754 at 4% or $81,170 at 6%; with 100% employer match about $91,316 at 4% or $60,877 at 6%.
Rand Financial Services Inc. 401(K) Plan-94$5,508,539$686,694$7,305iApproximate average salary by contribution assumption: employee only about $182,631 at 4% or $121,754 at 6%; with 50% employer match about $121,754 at 4% or $81,170 at 6%; with 100% employer match about $91,316 at 4% or $60,877 at 6%.
2001194$6,462,758$1,105,397$11,760iApproximate average salary by contribution assumption: employee only about $293,989 at 4% or $195,992 at 6%; with 50% employer match about $195,992 at 4% or $130,662 at 6%; with 100% employer match about $146,994 at 4% or $97,996 at 6%.
Rand Financial Services Inc. 401(K) Plan-94$6,462,758$1,105,397$11,760iApproximate average salary by contribution assumption: employee only about $293,989 at 4% or $195,992 at 6%; with 50% employer match about $195,992 at 4% or $130,662 at 6%; with 100% employer match about $146,994 at 4% or $97,996 at 6%.
2000294$6,219,715$790,851$8,413iApproximate average salary by contribution assumption: employee only about $210,333 at 4% or $140,222 at 6%; with 50% employer match about $140,222 at 4% or $93,481 at 6%; with 100% employer match about $105,166 at 4% or $70,111 at 6%.
Rand Financial Services Inc. 401(K) Plan-91$6,219,715$790,851$8,691iApproximate average salary by contribution assumption: employee only about $217,267 at 4% or $144,845 at 6%; with 50% employer match about $144,845 at 4% or $96,563 at 6%; with 100% employer match about $108,633 at 4% or $72,422 at 6%.
RAND FINANCIAL SERVICES, INC. CAFET-94---