Civic Intelligence

The Tranel Financial Group Ltd.

Plan context: The Tranel Financial Group Ltd. 401(K) Plan

EIN 36-3928839 • Libertyville, IL • 19 filings • 2 plans

1509 North Milwaukee AvenueLibertyville, IL 60048
Current Snapshot

Latest Year

2022

2022 Participants

46

2022 Assets

$5,956,784

2022 Contributions

$711,625

Historical Graphs

Total Assets Over Time

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

$6,822,191$3,411,096$0200420142022YearValue
$5,956,784Latest year 2022

Participants Over Time

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

52260200420132022YearValue
46Latest 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
2022146$5,956,784$711,625$15,470iApproximate average salary by contribution assumption: employee only about $386,753 at 4% or $257,835 at 6%; with 50% employer match about $257,835 at 4% or $171,890 at 6%; with 100% employer match about $193,376 at 4% or $128,918 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-46$5,956,784$711,625$15,470iApproximate average salary by contribution assumption: employee only about $386,753 at 4% or $257,835 at 6%; with 50% employer match about $257,835 at 4% or $171,890 at 6%; with 100% employer match about $193,376 at 4% or $128,918 at 6%.
2021140$6,822,191$574,756$14,369iApproximate average salary by contribution assumption: employee only about $359,223 at 4% or $239,482 at 6%; with 50% employer match about $239,482 at 4% or $159,654 at 6%; with 100% employer match about $179,611 at 4% or $119,741 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-40$6,822,191$574,756$14,369iApproximate average salary by contribution assumption: employee only about $359,223 at 4% or $239,482 at 6%; with 50% employer match about $239,482 at 4% or $159,654 at 6%; with 100% employer match about $179,611 at 4% or $119,741 at 6%.
2020138$6,643,328$274,425$7,222iApproximate average salary by contribution assumption: employee only about $180,543 at 4% or $120,362 at 6%; with 50% employer match about $120,362 at 4% or $80,241 at 6%; with 100% employer match about $90,271 at 4% or $60,181 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-38$6,643,328$274,425$7,222iApproximate average salary by contribution assumption: employee only about $180,543 at 4% or $120,362 at 6%; with 50% employer match about $120,362 at 4% or $80,241 at 6%; with 100% employer match about $90,271 at 4% or $60,181 at 6%.
2019134$5,572,337$495,395$14,570iApproximate average salary by contribution assumption: employee only about $364,261 at 4% or $242,841 at 6%; with 50% employer match about $242,841 at 4% or $161,894 at 6%; with 100% employer match about $182,131 at 4% or $121,420 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-34$5,572,337$495,395$14,570iApproximate average salary by contribution assumption: employee only about $364,261 at 4% or $242,841 at 6%; with 50% employer match about $242,841 at 4% or $161,894 at 6%; with 100% employer match about $182,131 at 4% or $121,420 at 6%.
2018137$4,121,908$408,091$11,029iApproximate average salary by contribution assumption: employee only about $275,737 at 4% or $183,825 at 6%; with 50% employer match about $183,825 at 4% or $122,550 at 6%; with 100% employer match about $137,869 at 4% or $91,912 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-37$4,121,908$408,091$11,029iApproximate average salary by contribution assumption: employee only about $275,737 at 4% or $183,825 at 6%; with 50% employer match about $183,825 at 4% or $122,550 at 6%; with 100% employer match about $137,869 at 4% or $91,912 at 6%.
2017135$3,977,787$353,234$10,092iApproximate average salary by contribution assumption: employee only about $252,310 at 4% or $168,207 at 6%; with 50% employer match about $168,207 at 4% or $112,138 at 6%; with 100% employer match about $126,155 at 4% or $84,103 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-35$3,977,787$353,234$10,092iApproximate average salary by contribution assumption: employee only about $252,310 at 4% or $168,207 at 6%; with 50% employer match about $168,207 at 4% or $112,138 at 6%; with 100% employer match about $126,155 at 4% or $84,103 at 6%.
2016137$3,184,012$335,842$9,077iApproximate average salary by contribution assumption: employee only about $226,920 at 4% or $151,280 at 6%; with 50% employer match about $151,280 at 4% or $100,853 at 6%; with 100% employer match about $113,460 at 4% or $75,640 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-37$3,184,012$335,842$9,077iApproximate average salary by contribution assumption: employee only about $226,920 at 4% or $151,280 at 6%; with 50% employer match about $151,280 at 4% or $100,853 at 6%; with 100% employer match about $113,460 at 4% or $75,640 at 6%.
2015136$2,538,169$338,404$9,400iApproximate average salary by contribution assumption: employee only about $235,003 at 4% or $156,669 at 6%; with 50% employer match about $156,669 at 4% or $104,446 at 6%; with 100% employer match about $117,501 at 4% or $78,334 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-36$2,538,169$338,404$9,400iApproximate average salary by contribution assumption: employee only about $235,003 at 4% or $156,669 at 6%; with 50% employer match about $156,669 at 4% or $104,446 at 6%; with 100% employer match about $117,501 at 4% or $78,334 at 6%.
2014133$2,429,419$199,970$6,060iApproximate average salary by contribution assumption: employee only about $151,492 at 4% or $100,995 at 6%; with 50% employer match about $100,995 at 4% or $67,330 at 6%; with 100% employer match about $75,746 at 4% or $50,497 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-33$2,429,419$199,970$6,060iApproximate average salary by contribution assumption: employee only about $151,492 at 4% or $100,995 at 6%; with 50% employer match about $100,995 at 4% or $67,330 at 6%; with 100% employer match about $75,746 at 4% or $50,497 at 6%.
2013137$2,142,547$221,283$5,981iApproximate average salary by contribution assumption: employee only about $149,516 at 4% or $99,677 at 6%; with 50% employer match about $99,677 at 4% or $66,451 at 6%; with 100% employer match about $74,758 at 4% or $49,839 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-37$2,142,547$221,283$5,981iApproximate average salary by contribution assumption: employee only about $149,516 at 4% or $99,677 at 6%; with 50% employer match about $99,677 at 4% or $66,451 at 6%; with 100% employer match about $74,758 at 4% or $49,839 at 6%.
2012134$1,516,645$111,430$3,277iApproximate average salary by contribution assumption: employee only about $81,934 at 4% or $54,623 at 6%; with 50% employer match about $54,623 at 4% or $36,415 at 6%; with 100% employer match about $40,967 at 4% or $27,311 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-34$1,516,645$111,430$3,277iApproximate average salary by contribution assumption: employee only about $81,934 at 4% or $54,623 at 6%; with 50% employer match about $54,623 at 4% or $36,415 at 6%; with 100% employer match about $40,967 at 4% or $27,311 at 6%.
2011130$1,204,226$26,992$900iApproximate average salary by contribution assumption: employee only about $22,493 at 4% or $14,996 at 6%; with 50% employer match about $14,996 at 4% or $9,997 at 6%; with 100% employer match about $11,247 at 4% or $7,498 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-30$1,204,226$26,992$900iApproximate average salary by contribution assumption: employee only about $22,493 at 4% or $14,996 at 6%; with 50% employer match about $14,996 at 4% or $9,997 at 6%; with 100% employer match about $11,247 at 4% or $7,498 at 6%.
2010135$1,420,395$37,761$1,079iApproximate average salary by contribution assumption: employee only about $26,972 at 4% or $17,981 at 6%; with 50% employer match about $17,981 at 4% or $11,988 at 6%; with 100% employer match about $13,486 at 4% or $8,991 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-35$1,420,395$37,761$1,079iApproximate average salary by contribution assumption: employee only about $26,972 at 4% or $17,981 at 6%; with 50% employer match about $17,981 at 4% or $11,988 at 6%; with 100% employer match about $13,486 at 4% or $8,991 at 6%.
2009152$1,592,731$96,597$1,858iApproximate average salary by contribution assumption: employee only about $46,441 at 4% or $30,961 at 6%; with 50% employer match about $30,961 at 4% or $20,640 at 6%; with 100% employer match about $23,220 at 4% or $15,480 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-52$1,592,731$96,597$1,858iApproximate average salary by contribution assumption: employee only about $46,441 at 4% or $30,961 at 6%; with 50% employer match about $30,961 at 4% or $20,640 at 6%; with 100% employer match about $23,220 at 4% or $15,480 at 6%.
2008128$1,235,865$221,442$7,909iApproximate average salary by contribution assumption: employee only about $197,716 at 4% or $131,811 at 6%; with 50% employer match about $131,811 at 4% or $87,874 at 6%; with 100% employer match about $98,858 at 4% or $65,905 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-28$1,235,865$221,442$7,909iApproximate average salary by contribution assumption: employee only about $197,716 at 4% or $131,811 at 6%; with 50% employer match about $131,811 at 4% or $87,874 at 6%; with 100% employer match about $98,858 at 4% or $65,905 at 6%.
2007123$0$0-
The Tranel Financial Group Ltd. 401(K) Plan-23---
2006122$1,356,340$321,178$14,599iApproximate average salary by contribution assumption: employee only about $364,975 at 4% or $243,317 at 6%; with 50% employer match about $243,317 at 4% or $162,211 at 6%; with 100% employer match about $182,488 at 4% or $121,658 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-22$1,356,340$321,178$14,599iApproximate average salary by contribution assumption: employee only about $364,975 at 4% or $243,317 at 6%; with 50% employer match about $243,317 at 4% or $162,211 at 6%; with 100% employer match about $182,488 at 4% or $121,658 at 6%.
2005124$933,665$268,394$11,183iApproximate average salary by contribution assumption: employee only about $279,577 at 4% or $186,385 at 6%; with 50% employer match about $186,385 at 4% or $124,256 at 6%; with 100% employer match about $139,789 at 4% or $93,192 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-24$933,665$268,394$11,183iApproximate average salary by contribution assumption: employee only about $279,577 at 4% or $186,385 at 6%; with 50% employer match about $186,385 at 4% or $124,256 at 6%; with 100% employer match about $139,789 at 4% or $93,192 at 6%.
2004121$711,973$650,841$30,992iApproximate average salary by contribution assumption: employee only about $774,811 at 4% or $516,540 at 6%; with 50% employer match about $516,540 at 4% or $344,360 at 6%; with 100% employer match about $387,405 at 4% or $258,270 at 6%.
The Tranel Financial Group Ltd. 401(K) Plan-21$711,973$650,841$30,992iApproximate average salary by contribution assumption: employee only about $774,811 at 4% or $516,540 at 6%; with 50% employer match about $516,540 at 4% or $344,360 at 6%; with 100% employer match about $387,405 at 4% or $258,270 at 6%.