Civic Intelligence

Us Financial Advisors Inc.

Plan context: US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST

EIN 36-3962954 • Chicago, IL • 23 filings • 3 plans

71 South Wacker Drive, Suite 4600Chicago, IL 60606
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$2,596,409

2010 Contributions

$405,774

Historical Graphs

Total Assets Over Time

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

$2,596,409$1,298,205$0199920042009YearValue
$2,596,409Latest year 2009

Participants Over Time

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

320199920042009YearValue
2Latest year 2009

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
201020$0$405,774-
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-0$0$89,833-
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-0$0$315,941-
200922$2,596,409$315,837$157,919iApproximate average salary by contribution assumption: employee only about $3,947,963 at 4% or $2,631,975 at 6%; with 50% employer match about $2,631,975 at 4% or $1,754,650 at 6%; with 100% employer match about $1,973,981 at 4% or $1,315,988 at 6%.
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-2$1,944,379$315,837$157,919iApproximate average salary by contribution assumption: employee only about $3,947,963 at 4% or $2,631,975 at 6%; with 50% employer match about $2,631,975 at 4% or $1,754,650 at 6%; with 100% employer match about $1,973,981 at 4% or $1,315,988 at 6%.
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-2$652,030$0-
200822$1,683,886$335,729$167,865iApproximate average salary by contribution assumption: employee only about $4,196,613 at 4% or $2,797,742 at 6%; with 50% employer match about $2,797,742 at 4% or $1,865,161 at 6%; with 100% employer match about $2,098,306 at 4% or $1,398,871 at 6%.
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-2$1,209,875$291,979$145,990iApproximate average salary by contribution assumption: employee only about $3,649,738 at 4% or $2,433,158 at 6%; with 50% employer match about $2,433,158 at 4% or $1,622,106 at 6%; with 100% employer match about $1,824,869 at 4% or $1,216,579 at 6%.
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-2$474,011$43,750$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
200722$0$0-
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-2---
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-2---
200622$1,879,102$141,784$70,892iApproximate average salary by contribution assumption: employee only about $1,772,300 at 4% or $1,181,533 at 6%; with 50% employer match about $1,181,533 at 4% or $787,689 at 6%; with 100% employer match about $886,150 at 4% or $590,767 at 6%.
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-2$1,282,839$104,909$52,455iApproximate average salary by contribution assumption: employee only about $1,311,363 at 4% or $874,242 at 6%; with 50% employer match about $874,242 at 4% or $582,828 at 6%; with 100% employer match about $655,681 at 4% or $437,121 at 6%.
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-2$596,263$36,875$18,438iApproximate average salary by contribution assumption: employee only about $460,938 at 4% or $307,292 at 6%; with 50% employer match about $307,292 at 4% or $204,861 at 6%; with 100% employer match about $230,469 at 4% or $153,646 at 6%.
200522$1,448,356$174,739$87,370iApproximate average salary by contribution assumption: employee only about $2,184,238 at 4% or $1,456,158 at 6%; with 50% employer match about $1,456,158 at 4% or $970,772 at 6%; with 100% employer match about $1,092,119 at 4% or $728,079 at 6%.
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-2$982,663$142,239$71,120iApproximate average salary by contribution assumption: employee only about $1,777,988 at 4% or $1,185,325 at 6%; with 50% employer match about $1,185,325 at 4% or $790,217 at 6%; with 100% employer match about $888,994 at 4% or $592,663 at 6%.
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-2$465,693$32,500$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
200422$1,065,442$189,961$94,981iApproximate average salary by contribution assumption: employee only about $2,374,513 at 4% or $1,583,008 at 6%; with 50% employer match about $1,583,008 at 4% or $1,055,339 at 6%; with 100% employer match about $1,187,256 at 4% or $791,504 at 6%.
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-2$703,562$158,086$79,043iApproximate average salary by contribution assumption: employee only about $1,976,075 at 4% or $1,317,383 at 6%; with 50% employer match about $1,317,383 at 4% or $878,256 at 6%; with 100% employer match about $988,038 at 4% or $658,692 at 6%.
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-2$361,880$31,875$15,938iApproximate average salary by contribution assumption: employee only about $398,438 at 4% or $265,625 at 6%; with 50% employer match about $265,625 at 4% or $177,083 at 6%; with 100% employer match about $199,219 at 4% or $132,813 at 6%.
200322$751,009$192,432$96,216iApproximate average salary by contribution assumption: employee only about $2,405,400 at 4% or $1,603,600 at 6%; with 50% employer match about $1,603,600 at 4% or $1,069,067 at 6%; with 100% employer match about $1,202,700 at 4% or $801,800 at 6%.
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-2$470,380$161,182$80,591iApproximate average salary by contribution assumption: employee only about $2,014,775 at 4% or $1,343,183 at 6%; with 50% employer match about $1,343,183 at 4% or $895,456 at 6%; with 100% employer match about $1,007,388 at 4% or $671,592 at 6%.
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-2$280,629$31,250$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
200222$541,162$171,188$85,594iApproximate average salary by contribution assumption: employee only about $2,139,850 at 4% or $1,426,567 at 6%; with 50% employer match about $1,426,567 at 4% or $951,044 at 6%; with 100% employer match about $1,069,925 at 4% or $713,283 at 6%.
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-0$306,958$150,669-
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-2$234,204$20,519$10,260iApproximate average salary by contribution assumption: employee only about $256,488 at 4% or $170,992 at 6%; with 50% employer match about $170,992 at 4% or $113,994 at 6%; with 100% employer match about $128,244 at 4% or $85,496 at 6%.
200123$278,571$48,679$16,226iApproximate average salary by contribution assumption: employee only about $405,658 at 4% or $270,439 at 6%; with 50% employer match about $270,439 at 4% or $180,293 at 6%; with 100% employer match about $202,829 at 4% or $135,219 at 6%.
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-3$278,571$48,679$16,226iApproximate average salary by contribution assumption: employee only about $405,658 at 4% or $270,439 at 6%; with 50% employer match about $270,439 at 4% or $180,293 at 6%; with 100% employer match about $202,829 at 4% or $135,219 at 6%.
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-3---
200023$555,312$135,591$45,197iApproximate average salary by contribution assumption: employee only about $1,129,925 at 4% or $753,283 at 6%; with 50% employer match about $753,283 at 4% or $502,189 at 6%; with 100% employer match about $564,963 at 4% or $376,642 at 6%.
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-3$460,504$40,783$13,594iApproximate average salary by contribution assumption: employee only about $339,858 at 4% or $226,572 at 6%; with 50% employer match about $226,572 at 4% or $151,048 at 6%; with 100% employer match about $169,929 at 4% or $113,286 at 6%.
US FINANCIAL ADVISORS, INC. DEFINED BENEFIT PLAN AND TRUST-3$94,808$94,808$31,603iApproximate average salary by contribution assumption: employee only about $790,067 at 4% or $526,711 at 6%; with 50% employer match about $526,711 at 4% or $351,141 at 6%; with 100% employer match about $395,033 at 4% or $263,356 at 6%.
199913$513,091$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
Us Financial Advisors Inc. Money Purchase Pension Plan and Trust-3$513,091$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.