Civic Intelligence

Cassata and Associates Ltd.

Plan context: Cassata and Associates 401(K) Plan

EIN 36-4045088 • Schaumburg, IL • 24 filings • 5 plans

50 East Commerce DriveSuite 100Schaumburg, IL 60173
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,028,208

2024 Contributions

$6,365

Historical Graphs

Total Assets Over Time

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

$4,655,647$2,327,824$0200420152023YearValue
$3,028,208Latest year 2023

Participants Over Time

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

1790200020132023YearValue
11Latest year 2023

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
202410$0$6,365-
Cassata and Associates 401(K) Plan-0$0$6,365-
2023111$3,028,208$87,938$7,994iApproximate average salary by contribution assumption: employee only about $199,859 at 4% or $133,239 at 6%; with 50% employer match about $133,239 at 4% or $88,826 at 6%; with 100% employer match about $99,930 at 4% or $66,620 at 6%.
Cassata and Associates 401(K) Plan-11$3,028,208$87,938$7,994iApproximate average salary by contribution assumption: employee only about $199,859 at 4% or $133,239 at 6%; with 50% employer match about $133,239 at 4% or $88,826 at 6%; with 100% employer match about $99,930 at 4% or $66,620 at 6%.
2022111$2,674,109$69,667$6,333iApproximate average salary by contribution assumption: employee only about $158,334 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,371 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%.
Cassata and Associates 401(K) Plan-11$2,674,109$69,667$6,333iApproximate average salary by contribution assumption: employee only about $158,334 at 4% or $105,556 at 6%; with 50% employer match about $105,556 at 4% or $70,371 at 6%; with 100% employer match about $79,167 at 4% or $52,778 at 6%.
2021113$2,669,721$75,091$5,776iApproximate average salary by contribution assumption: employee only about $144,406 at 4% or $96,271 at 6%; with 50% employer match about $96,271 at 4% or $64,180 at 6%; with 100% employer match about $72,203 at 4% or $48,135 at 6%.
Cassata and Associates 401(K) Plan-13$2,669,721$75,091$5,776iApproximate average salary by contribution assumption: employee only about $144,406 at 4% or $96,271 at 6%; with 50% employer match about $96,271 at 4% or $64,180 at 6%; with 100% employer match about $72,203 at 4% or $48,135 at 6%.
2020115$4,655,647$90,564$6,038iApproximate average salary by contribution assumption: employee only about $150,940 at 4% or $100,627 at 6%; with 50% employer match about $100,627 at 4% or $67,084 at 6%; with 100% employer match about $75,470 at 4% or $50,313 at 6%.
Cassata and Associates 401(K) Plan-15$4,655,647$90,564$6,038iApproximate average salary by contribution assumption: employee only about $150,940 at 4% or $100,627 at 6%; with 50% employer match about $100,627 at 4% or $67,084 at 6%; with 100% employer match about $75,470 at 4% or $50,313 at 6%.
2019117$3,555,526$175,121$10,301iApproximate average salary by contribution assumption: employee only about $257,531 at 4% or $171,687 at 6%; with 50% employer match about $171,687 at 4% or $114,458 at 6%; with 100% employer match about $128,765 at 4% or $85,844 at 6%.
Cassata and Associates 401(K) Plan-17$3,555,526$175,121$10,301iApproximate average salary by contribution assumption: employee only about $257,531 at 4% or $171,687 at 6%; with 50% employer match about $171,687 at 4% or $114,458 at 6%; with 100% employer match about $128,765 at 4% or $85,844 at 6%.
2018117$3,563,500$156,971$9,234iApproximate average salary by contribution assumption: employee only about $230,840 at 4% or $153,893 at 6%; with 50% employer match about $153,893 at 4% or $102,595 at 6%; with 100% employer match about $115,420 at 4% or $76,947 at 6%.
Cassata and Associates 401(K) Plan-17$3,563,500$156,971$9,234iApproximate average salary by contribution assumption: employee only about $230,840 at 4% or $153,893 at 6%; with 50% employer match about $153,893 at 4% or $102,595 at 6%; with 100% employer match about $115,420 at 4% or $76,947 at 6%.
2017116$3,285,975$139,833$8,740iApproximate average salary by contribution assumption: employee only about $218,489 at 4% or $145,659 at 6%; with 50% employer match about $145,659 at 4% or $97,106 at 6%; with 100% employer match about $109,245 at 4% or $72,830 at 6%.
Cassata and Associates 401(K) Plan-16$3,285,975$139,833$8,740iApproximate average salary by contribution assumption: employee only about $218,489 at 4% or $145,659 at 6%; with 50% employer match about $145,659 at 4% or $97,106 at 6%; with 100% employer match about $109,245 at 4% or $72,830 at 6%.
2016116$2,808,922$106,786$6,674iApproximate average salary by contribution assumption: employee only about $166,853 at 4% or $111,235 at 6%; with 50% employer match about $111,235 at 4% or $74,157 at 6%; with 100% employer match about $83,427 at 4% or $55,618 at 6%.
Cassata and Associates 401(K) Plan-16$2,808,922$106,786$6,674iApproximate average salary by contribution assumption: employee only about $166,853 at 4% or $111,235 at 6%; with 50% employer match about $111,235 at 4% or $74,157 at 6%; with 100% employer match about $83,427 at 4% or $55,618 at 6%.
2015115$2,387,692$129,012$8,601iApproximate average salary by contribution assumption: employee only about $215,020 at 4% or $143,347 at 6%; with 50% employer match about $143,347 at 4% or $95,564 at 6%; with 100% employer match about $107,510 at 4% or $71,673 at 6%.
Cassata and Associates 401(K) Plan-15$2,387,692$129,012$8,601iApproximate average salary by contribution assumption: employee only about $215,020 at 4% or $143,347 at 6%; with 50% employer match about $143,347 at 4% or $95,564 at 6%; with 100% employer match about $107,510 at 4% or $71,673 at 6%.
2014115$2,327,382$126,105$8,407iApproximate average salary by contribution assumption: employee only about $210,175 at 4% or $140,117 at 6%; with 50% employer match about $140,117 at 4% or $93,411 at 6%; with 100% employer match about $105,088 at 4% or $70,058 at 6%.
Cassata and Associates 401(K) Plan-15$2,327,382$126,105$8,407iApproximate average salary by contribution assumption: employee only about $210,175 at 4% or $140,117 at 6%; with 50% employer match about $140,117 at 4% or $93,411 at 6%; with 100% employer match about $105,088 at 4% or $70,058 at 6%.
2013115$2,063,940$192,133$12,809iApproximate average salary by contribution assumption: employee only about $320,222 at 4% or $213,481 at 6%; with 50% employer match about $213,481 at 4% or $142,321 at 6%; with 100% employer match about $160,111 at 4% or $106,741 at 6%.
Cassata and Associates 401(K) Plan-15$2,063,940$192,133$12,809iApproximate average salary by contribution assumption: employee only about $320,222 at 4% or $213,481 at 6%; with 50% employer match about $213,481 at 4% or $142,321 at 6%; with 100% employer match about $160,111 at 4% or $106,741 at 6%.
2012113$1,717,744$194,254$14,943iApproximate average salary by contribution assumption: employee only about $373,565 at 4% or $249,044 at 6%; with 50% employer match about $249,044 at 4% or $166,029 at 6%; with 100% employer match about $186,783 at 4% or $124,522 at 6%.
Cassata and Associates 401(K) Plan-13$1,717,744$194,254$14,943iApproximate average salary by contribution assumption: employee only about $373,565 at 4% or $249,044 at 6%; with 50% employer match about $249,044 at 4% or $166,029 at 6%; with 100% employer match about $186,783 at 4% or $124,522 at 6%.
2011112$1,336,585$167,800$13,983iApproximate average salary by contribution assumption: employee only about $349,583 at 4% or $233,056 at 6%; with 50% employer match about $233,056 at 4% or $155,370 at 6%; with 100% employer match about $174,792 at 4% or $116,528 at 6%.
Cassata and Associates 401(K) Plan-12$1,336,585$167,800$13,983iApproximate average salary by contribution assumption: employee only about $349,583 at 4% or $233,056 at 6%; with 50% employer match about $233,056 at 4% or $155,370 at 6%; with 100% employer match about $174,792 at 4% or $116,528 at 6%.
2010113$1,196,960$167,002$12,846iApproximate average salary by contribution assumption: employee only about $321,158 at 4% or $214,105 at 6%; with 50% employer match about $214,105 at 4% or $142,737 at 6%; with 100% employer match about $160,579 at 4% or $107,053 at 6%.
Cassata and Associates 401(K) Plan-13$1,196,960$167,002$12,846iApproximate average salary by contribution assumption: employee only about $321,158 at 4% or $214,105 at 6%; with 50% employer match about $214,105 at 4% or $142,737 at 6%; with 100% employer match about $160,579 at 4% or $107,053 at 6%.
2009213$1,498,939$169,513$13,039iApproximate average salary by contribution assumption: employee only about $325,987 at 4% or $217,324 at 6%; with 50% employer match about $217,324 at 4% or $144,883 at 6%; with 100% employer match about $162,993 at 4% or $108,662 at 6%.
Cassata and Associates 401(K) Plan-13$873,790$108,023$8,309iApproximate average salary by contribution assumption: employee only about $207,737 at 4% or $138,491 at 6%; with 50% employer match about $138,491 at 4% or $92,327 at 6%; with 100% employer match about $103,868 at 4% or $69,246 at 6%.
Cassata and Associates 401(K) Plan-12$625,149$61,490$5,124iApproximate average salary by contribution assumption: employee only about $128,104 at 4% or $85,403 at 6%; with 50% employer match about $85,403 at 4% or $56,935 at 6%; with 100% employer match about $64,052 at 4% or $42,701 at 6%.
2008113$0$0-
Cassata and Associates 401(K) Plan-13---
2005110$500,543$42,629$4,263iApproximate average salary by contribution assumption: employee only about $106,572 at 4% or $71,048 at 6%; with 50% employer match about $71,048 at 4% or $47,366 at 6%; with 100% employer match about $53,286 at 4% or $35,524 at 6%.
Cassata and Associates 401(K) Plan-10$500,543$42,629$4,263iApproximate average salary by contribution assumption: employee only about $106,572 at 4% or $71,048 at 6%; with 50% employer match about $71,048 at 4% or $47,366 at 6%; with 100% employer match about $53,286 at 4% or $35,524 at 6%.
200417$361,099$18,734$2,676iApproximate average salary by contribution assumption: employee only about $66,907 at 4% or $44,605 at 6%; with 50% employer match about $44,605 at 4% or $29,737 at 6%; with 100% employer match about $33,454 at 4% or $22,302 at 6%.
Cassata and Associates 401(K) Plan-7$361,099$18,734$2,676iApproximate average salary by contribution assumption: employee only about $66,907 at 4% or $44,605 at 6%; with 50% employer match about $44,605 at 4% or $29,737 at 6%; with 100% employer match about $33,454 at 4% or $22,302 at 6%.
200316$0$0-
Cassata and Associates 401(K) Plan-6---
200216$0$0-
Cassata and Associates 401(K) Plan-6---
200117$0$0-
Cassata and Associates 401(K) Plan-7---
200017$0$0-
Cassata and Associates 401(K) Plan-7---