Civic Intelligence

Financial Strategy Network LLC

Plan context: Financial Strategy Network LLC 401(K) Plan

EIN 36-4060292 • Chicago, IL • 39 filings • 7 plans

1 North Lasalle Street, 33rd FloorChicago, IL 60602
Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$1,256

2021 Contributions

$433,084

Historical Graphs

Total Assets Over Time

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

$18,224,047$9,112,024$0200020112020YearValue
$1,256Latest year 2020

Participants Over Time

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

33170200020102020YearValue
1Latest year 2020

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
202110$0$0-
Financial Strategy Network LLC 401(K) Plan-0$0$0-
202021$1,256$433,084$433,084iApproximate average salary by contribution assumption: employee only about $10,827,100 at 4% or $7,218,067 at 6%; with 50% employer match about $7,218,067 at 4% or $4,812,044 at 6%; with 100% employer match about $5,413,550 at 4% or $3,609,033 at 6%.
Financial Strategy Network LLC 401(K) Plan-1$1,256$433,084$433,084iApproximate average salary by contribution assumption: employee only about $10,827,100 at 4% or $7,218,067 at 6%; with 50% employer match about $7,218,067 at 4% or $4,812,044 at 6%; with 100% employer match about $5,413,550 at 4% or $3,609,033 at 6%.
Financial Strategy Network LLC Cash Balance Plan-0$0--
2019231$18,224,047$1,319,638$42,569iApproximate average salary by contribution assumption: employee only about $1,064,224 at 4% or $709,483 at 6%; with 50% employer match about $709,483 at 4% or $472,989 at 6%; with 100% employer match about $532,112 at 4% or $354,741 at 6%.
Financial Strategy Network LLC 401(K) Plan-31$16,167,921$999,843$32,253iApproximate average salary by contribution assumption: employee only about $806,325 at 4% or $537,550 at 6%; with 50% employer match about $537,550 at 4% or $358,367 at 6%; with 100% employer match about $403,163 at 4% or $268,775 at 6%.
Financial Strategy Network LLC Cash Balance Plan-30$2,056,126$319,795$10,660iApproximate average salary by contribution assumption: employee only about $266,496 at 4% or $177,664 at 6%; with 50% employer match about $177,664 at 4% or $118,443 at 6%; with 100% employer match about $133,248 at 4% or $88,832 at 6%.
2018233$14,455,580$1,265,787$38,357iApproximate average salary by contribution assumption: employee only about $958,930 at 4% or $639,286 at 6%; with 50% employer match about $639,286 at 4% or $426,191 at 6%; with 100% employer match about $479,465 at 4% or $319,643 at 6%.
Financial Strategy Network LLC 401(K) Plan-33$12,471,408$866,356$26,253iApproximate average salary by contribution assumption: employee only about $656,330 at 4% or $437,554 at 6%; with 50% employer match about $437,554 at 4% or $291,702 at 6%; with 100% employer match about $328,165 at 4% or $218,777 at 6%.
Financial Strategy Network LLC Cash Balance Plan-29$1,984,172$399,431$13,773iApproximate average salary by contribution assumption: employee only about $344,337 at 4% or $229,558 at 6%; with 50% employer match about $229,558 at 4% or $153,039 at 6%; with 100% employer match about $172,169 at 4% or $114,779 at 6%.
2017329$14,416,015$3,935,280$135,699iApproximate average salary by contribution assumption: employee only about $3,392,483 at 4% or $2,261,655 at 6%; with 50% employer match about $2,261,655 at 4% or $1,507,770 at 6%; with 100% employer match about $1,696,241 at 4% or $1,130,828 at 6%.
Financial Strategy Network LLC 401(K) Plan-29$12,736,094$3,628,013$125,104iApproximate average salary by contribution assumption: employee only about $3,127,597 at 4% or $2,085,065 at 6%; with 50% employer match about $2,085,065 at 4% or $1,390,043 at 6%; with 100% employer match about $1,563,799 at 4% or $1,042,532 at 6%.
Financial Strategy Network LLC Cash Balance Plan-27$1,679,921$307,267$11,380iApproximate average salary by contribution assumption: employee only about $284,506 at 4% or $189,671 at 6%; with 50% employer match about $189,671 at 4% or $126,447 at 6%; with 100% employer match about $142,253 at 4% or $94,835 at 6%.
Financial Strategy Network LLC 401(K) Plan-0---
2016326$11,675,932$905,410$34,823iApproximate average salary by contribution assumption: employee only about $870,587 at 4% or $580,391 at 6%; with 50% employer match about $580,391 at 4% or $386,927 at 6%; with 100% employer match about $435,293 at 4% or $290,196 at 6%.
Financial Strategy Network LLC 401(K) Plan-23$6,620,124$463,004$20,131iApproximate average salary by contribution assumption: employee only about $503,265 at 4% or $335,510 at 6%; with 50% employer match about $335,510 at 4% or $223,673 at 6%; with 100% employer match about $251,633 at 4% or $167,755 at 6%.
Financial Strategy Network LLC 401(K) Plan-6$3,790,587$162,420$27,070iApproximate average salary by contribution assumption: employee only about $676,750 at 4% or $451,167 at 6%; with 50% employer match about $451,167 at 4% or $300,778 at 6%; with 100% employer match about $338,375 at 4% or $225,583 at 6%.
Financial Strategy Network LLC Cash Balance Plan-26$1,265,221$279,986$10,769iApproximate average salary by contribution assumption: employee only about $269,217 at 4% or $179,478 at 6%; with 50% employer match about $179,478 at 4% or $119,652 at 6%; with 100% employer match about $134,609 at 4% or $89,739 at 6%.
2015221$7,147,554$690,474$32,880iApproximate average salary by contribution assumption: employee only about $821,993 at 4% or $547,995 at 6%; with 50% employer match about $547,995 at 4% or $365,330 at 6%; with 100% employer match about $410,996 at 4% or $273,998 at 6%.
Financial Strategy Network LLC 401(K) Plan-21$5,792,528$470,619$22,410iApproximate average salary by contribution assumption: employee only about $560,261 at 4% or $373,507 at 6%; with 50% employer match about $373,507 at 4% or $249,005 at 6%; with 100% employer match about $280,130 at 4% or $186,754 at 6%.
Financial Strategy Network LLC Cash Balance Plan-19$1,355,026$219,855$11,571iApproximate average salary by contribution assumption: employee only about $289,283 at 4% or $192,855 at 6%; with 50% employer match about $192,855 at 4% or $128,570 at 6%; with 100% employer match about $144,641 at 4% or $96,428 at 6%.
2014221$6,686,910$655,302$31,205iApproximate average salary by contribution assumption: employee only about $780,121 at 4% or $520,081 at 6%; with 50% employer match about $520,081 at 4% or $346,721 at 6%; with 100% employer match about $390,061 at 4% or $260,040 at 6%.
Financial Strategy Network LLC 401(K) Plan-21$5,509,427$440,556$20,979iApproximate average salary by contribution assumption: employee only about $524,471 at 4% or $349,648 at 6%; with 50% employer match about $349,648 at 4% or $233,098 at 6%; with 100% employer match about $262,236 at 4% or $174,824 at 6%.
Financial Strategy Network LLC Cash Balance Plan-20$1,177,483$214,746$10,737iApproximate average salary by contribution assumption: employee only about $268,433 at 4% or $178,955 at 6%; with 50% employer match about $178,955 at 4% or $119,303 at 6%; with 100% employer match about $134,216 at 4% or $89,478 at 6%.
2013221$5,741,872$540,264$25,727iApproximate average salary by contribution assumption: employee only about $643,171 at 4% or $428,781 at 6%; with 50% employer match about $428,781 at 4% or $285,854 at 6%; with 100% employer match about $321,586 at 4% or $214,390 at 6%.
Financial Strategy Network LLC 401(K) Plan-21$4,810,743$397,831$18,944iApproximate average salary by contribution assumption: employee only about $473,608 at 4% or $315,739 at 6%; with 50% employer match about $315,739 at 4% or $210,493 at 6%; with 100% employer match about $236,804 at 4% or $157,869 at 6%.
Financial Strategy Network LLC Cash Balance Plan-20$931,129$142,433$7,122iApproximate average salary by contribution assumption: employee only about $178,041 at 4% or $118,694 at 6%; with 50% employer match about $118,694 at 4% or $79,129 at 6%; with 100% employer match about $89,021 at 4% or $59,347 at 6%.
2012221$4,379,219$496,847$23,659iApproximate average salary by contribution assumption: employee only about $591,485 at 4% or $394,323 at 6%; with 50% employer match about $394,323 at 4% or $262,882 at 6%; with 100% employer match about $295,742 at 4% or $197,162 at 6%.
Financial Strategy Network LLC 401(K) Plan-21$3,638,120$357,058$17,003iApproximate average salary by contribution assumption: employee only about $425,069 at 4% or $283,379 at 6%; with 50% employer match about $283,379 at 4% or $188,920 at 6%; with 100% employer match about $212,535 at 4% or $141,690 at 6%.
Financial Strategy Network LLC Cash Balance Plan-19$741,099$139,789$7,357iApproximate average salary by contribution assumption: employee only about $183,933 at 4% or $122,622 at 6%; with 50% employer match about $122,622 at 4% or $81,748 at 6%; with 100% employer match about $91,966 at 4% or $61,311 at 6%.
2011222$3,818,273$476,574$21,662iApproximate average salary by contribution assumption: employee only about $541,561 at 4% or $361,041 at 6%; with 50% employer match about $361,041 at 4% or $240,694 at 6%; with 100% employer match about $270,781 at 4% or $180,520 at 6%.
Financial Strategy Network LLC 401(K) Plan-22$3,247,573$344,877$15,676iApproximate average salary by contribution assumption: employee only about $391,906 at 4% or $261,270 at 6%; with 50% employer match about $261,270 at 4% or $174,180 at 6%; with 100% employer match about $195,953 at 4% or $130,635 at 6%.
Financial Strategy Network LLC Cash Balance Plan-21$570,700$131,697$6,271iApproximate average salary by contribution assumption: employee only about $156,782 at 4% or $104,521 at 6%; with 50% employer match about $104,521 at 4% or $69,681 at 6%; with 100% employer match about $78,391 at 4% or $52,261 at 6%.
2010222$3,630,835$319,406$14,518iApproximate average salary by contribution assumption: employee only about $362,961 at 4% or $241,974 at 6%; with 50% employer match about $241,974 at 4% or $161,316 at 6%; with 100% employer match about $181,481 at 4% or $120,987 at 6%.
Financial Strategy Network LLC 401(K) Plan-22$3,197,306$319,406$14,518iApproximate average salary by contribution assumption: employee only about $362,961 at 4% or $241,974 at 6%; with 50% employer match about $241,974 at 4% or $161,316 at 6%; with 100% employer match about $181,481 at 4% or $120,987 at 6%.
Financial Strategy Network LLC Cash Balance Plan-21$433,529--
2009221$2,965,837$52,633$2,506iApproximate average salary by contribution assumption: employee only about $62,658 at 4% or $41,772 at 6%; with 50% employer match about $41,772 at 4% or $27,848 at 6%; with 100% employer match about $31,329 at 4% or $20,886 at 6%.
Financial Strategy Network LLC 401(K) Plan-21$2,570,945$52,633$2,506iApproximate average salary by contribution assumption: employee only about $62,658 at 4% or $41,772 at 6%; with 50% employer match about $41,772 at 4% or $27,848 at 6%; with 100% employer match about $31,329 at 4% or $20,886 at 6%.
Financial Strategy Network LLC Cash Balance Plan-21$394,892--
2008220$0$0-
Financial Strategy Network LLC 401(K) Plan-20---
Financial Strategy Network LLC Cash Balance Plan-20---
2007218$248,049$129,137$7,174iApproximate average salary by contribution assumption: employee only about $179,357 at 4% or $119,571 at 6%; with 50% employer match about $119,571 at 4% or $79,714 at 6%; with 100% employer match about $89,678 at 4% or $59,786 at 6%.
Financial Strategy Network LLC Cash Balance Plan-18$248,049$129,137$7,174iApproximate average salary by contribution assumption: employee only about $179,357 at 4% or $119,571 at 6%; with 50% employer match about $119,571 at 4% or $79,714 at 6%; with 100% employer match about $89,678 at 4% or $59,786 at 6%.
Financial Strategy Network LLC 401(K) Plan-18---
2006215$2,076,784$421,481$28,099iApproximate average salary by contribution assumption: employee only about $702,468 at 4% or $468,312 at 6%; with 50% employer match about $468,312 at 4% or $312,208 at 6%; with 100% employer match about $351,234 at 4% or $234,156 at 6%.
Financial Strategy Network LLC 401(K) Plan-15$1,957,429$302,126$20,142iApproximate average salary by contribution assumption: employee only about $503,543 at 4% or $335,696 at 6%; with 50% employer match about $335,696 at 4% or $223,797 at 6%; with 100% employer match about $251,772 at 4% or $167,848 at 6%.
Financial Strategy Network LLC Cash Balance Plan-15$119,355$119,355$7,957iApproximate average salary by contribution assumption: employee only about $198,925 at 4% or $132,617 at 6%; with 50% employer match about $132,617 at 4% or $88,411 at 6%; with 100% employer match about $99,463 at 4% or $66,308 at 6%.
2005117$1,504,550$287,775$16,928iApproximate average salary by contribution assumption: employee only about $423,199 at 4% or $282,132 at 6%; with 50% employer match about $282,132 at 4% or $188,088 at 6%; with 100% employer match about $211,599 at 4% or $141,066 at 6%.
Financial Strategy Network LLC 401(K) Plan-17$1,504,550$287,775$16,928iApproximate average salary by contribution assumption: employee only about $423,199 at 4% or $282,132 at 6%; with 50% employer match about $282,132 at 4% or $188,088 at 6%; with 100% employer match about $211,599 at 4% or $141,066 at 6%.
2004115$1,103,804$255,723$17,048iApproximate average salary by contribution assumption: employee only about $426,205 at 4% or $284,137 at 6%; with 50% employer match about $284,137 at 4% or $189,424 at 6%; with 100% employer match about $213,103 at 4% or $142,068 at 6%.
Financial Strategy Network LLC 401(K) Plan-15$1,103,804$255,723$17,048iApproximate average salary by contribution assumption: employee only about $426,205 at 4% or $284,137 at 6%; with 50% employer match about $284,137 at 4% or $189,424 at 6%; with 100% employer match about $213,103 at 4% or $142,068 at 6%.
2003112$759,558$170,855$14,238iApproximate average salary by contribution assumption: employee only about $355,948 at 4% or $237,299 at 6%; with 50% employer match about $237,299 at 4% or $158,199 at 6%; with 100% employer match about $177,974 at 4% or $118,649 at 6%.
Financial Strategy Network LLC 401(K) Plan-12$759,558$170,855$14,238iApproximate average salary by contribution assumption: employee only about $355,948 at 4% or $237,299 at 6%; with 50% employer match about $237,299 at 4% or $158,199 at 6%; with 100% employer match about $177,974 at 4% or $118,649 at 6%.
2002114$553,547$168,980$12,070iApproximate average salary by contribution assumption: employee only about $301,750 at 4% or $201,167 at 6%; with 50% employer match about $201,167 at 4% or $134,111 at 6%; with 100% employer match about $150,875 at 4% or $100,583 at 6%.
Financial Strategy Network LLC 401(K) Plan-14$553,547$168,980$12,070iApproximate average salary by contribution assumption: employee only about $301,750 at 4% or $201,167 at 6%; with 50% employer match about $201,167 at 4% or $134,111 at 6%; with 100% employer match about $150,875 at 4% or $100,583 at 6%.
2001114$0$0-
Financial Strategy Network LLC 401(K) Plan-14---
2000112$364,607$289,621$24,135iApproximate average salary by contribution assumption: employee only about $603,377 at 4% or $402,251 at 6%; with 50% employer match about $402,251 at 4% or $268,168 at 6%; with 100% employer match about $301,689 at 4% or $201,126 at 6%.
Financial Strategy Network LLC 401(K) Plan-12$364,607$289,621$24,135iApproximate average salary by contribution assumption: employee only about $603,377 at 4% or $402,251 at 6%; with 50% employer match about $402,251 at 4% or $268,168 at 6%; with 100% employer match about $301,689 at 4% or $201,126 at 6%.