Civic Intelligence

Estate & Trust Advisors

Plan context: Estate & Trust Advisors Profit Sharing 401(K) Plan

EIN 36-4181455 • Northbrook, IL • 14 filings • 1 plans

707 Skokie Blvd, Suite 300Northbrook, IL 60062
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$340,118

2024 Contributions

$27,396

Historical Graphs

Total Assets Over Time

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

$1,071,202$535,601$0201120182024YearValue
$340,118Latest year 2024

Participants Over Time

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

630201120182024YearValue
4Latest year 2024

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
202414$340,118$27,396$6,849iApproximate average salary by contribution assumption: employee only about $171,225 at 4% or $114,150 at 6%; with 50% employer match about $114,150 at 4% or $76,100 at 6%; with 100% employer match about $85,613 at 4% or $57,075 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-4$340,118$27,396$6,849iApproximate average salary by contribution assumption: employee only about $171,225 at 4% or $114,150 at 6%; with 50% employer match about $114,150 at 4% or $76,100 at 6%; with 100% employer match about $85,613 at 4% or $57,075 at 6%.
202315$274,175$23,250$4,650iApproximate average salary by contribution assumption: employee only about $116,250 at 4% or $77,500 at 6%; with 50% employer match about $77,500 at 4% or $51,667 at 6%; with 100% employer match about $58,125 at 4% or $38,750 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-5$274,175$23,250$4,650iApproximate average salary by contribution assumption: employee only about $116,250 at 4% or $77,500 at 6%; with 50% employer match about $77,500 at 4% or $51,667 at 6%; with 100% employer match about $58,125 at 4% or $38,750 at 6%.
202216$746,003$23,076$3,846iApproximate average salary by contribution assumption: employee only about $96,150 at 4% or $64,100 at 6%; with 50% employer match about $64,100 at 4% or $42,733 at 6%; with 100% employer match about $48,075 at 4% or $32,050 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-6$746,003$23,076$3,846iApproximate average salary by contribution assumption: employee only about $96,150 at 4% or $64,100 at 6%; with 50% employer match about $64,100 at 4% or $42,733 at 6%; with 100% employer match about $48,075 at 4% or $32,050 at 6%.
202116$1,071,202$15,921$2,654iApproximate average salary by contribution assumption: employee only about $66,338 at 4% or $44,225 at 6%; with 50% employer match about $44,225 at 4% or $29,483 at 6%; with 100% employer match about $33,169 at 4% or $22,113 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-6$1,071,202$15,921$2,654iApproximate average salary by contribution assumption: employee only about $66,338 at 4% or $44,225 at 6%; with 50% employer match about $44,225 at 4% or $29,483 at 6%; with 100% employer match about $33,169 at 4% or $22,113 at 6%.
202016$895,535$13,116$2,186iApproximate average salary by contribution assumption: employee only about $54,650 at 4% or $36,433 at 6%; with 50% employer match about $36,433 at 4% or $24,289 at 6%; with 100% employer match about $27,325 at 4% or $18,217 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-6$895,535$13,116$2,186iApproximate average salary by contribution assumption: employee only about $54,650 at 4% or $36,433 at 6%; with 50% employer match about $36,433 at 4% or $24,289 at 6%; with 100% employer match about $27,325 at 4% or $18,217 at 6%.
201915$749,560$74,400$14,880iApproximate average salary by contribution assumption: employee only about $372,000 at 4% or $248,000 at 6%; with 50% employer match about $248,000 at 4% or $165,333 at 6%; with 100% employer match about $186,000 at 4% or $124,000 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-5$749,560$74,400$14,880iApproximate average salary by contribution assumption: employee only about $372,000 at 4% or $248,000 at 6%; with 50% employer match about $248,000 at 4% or $165,333 at 6%; with 100% employer match about $186,000 at 4% or $124,000 at 6%.
201814$635,481$70,239$17,560iApproximate average salary by contribution assumption: employee only about $438,994 at 4% or $292,663 at 6%; with 50% employer match about $292,663 at 4% or $195,108 at 6%; with 100% employer match about $219,497 at 4% or $146,331 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-4$635,481$70,239$17,560iApproximate average salary by contribution assumption: employee only about $438,994 at 4% or $292,663 at 6%; with 50% employer match about $292,663 at 4% or $195,108 at 6%; with 100% employer match about $219,497 at 4% or $146,331 at 6%.
201714$549,697$71,703$17,926iApproximate average salary by contribution assumption: employee only about $448,144 at 4% or $298,763 at 6%; with 50% employer match about $298,763 at 4% or $199,175 at 6%; with 100% employer match about $224,072 at 4% or $149,381 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-4$549,697$71,703$17,926iApproximate average salary by contribution assumption: employee only about $448,144 at 4% or $298,763 at 6%; with 50% employer match about $298,763 at 4% or $199,175 at 6%; with 100% employer match about $224,072 at 4% or $149,381 at 6%.
201614$403,012$69,071$17,268iApproximate average salary by contribution assumption: employee only about $431,694 at 4% or $287,796 at 6%; with 50% employer match about $287,796 at 4% or $191,864 at 6%; with 100% employer match about $215,847 at 4% or $143,898 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-4$403,012$69,071$17,268iApproximate average salary by contribution assumption: employee only about $431,694 at 4% or $287,796 at 6%; with 50% employer match about $287,796 at 4% or $191,864 at 6%; with 100% employer match about $215,847 at 4% or $143,898 at 6%.
201513$319,554$65,638$21,879iApproximate average salary by contribution assumption: employee only about $546,983 at 4% or $364,656 at 6%; with 50% employer match about $364,656 at 4% or $243,104 at 6%; with 100% employer match about $273,492 at 4% or $182,328 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-3$319,554$65,638$21,879iApproximate average salary by contribution assumption: employee only about $546,983 at 4% or $364,656 at 6%; with 50% employer match about $364,656 at 4% or $243,104 at 6%; with 100% employer match about $273,492 at 4% or $182,328 at 6%.
201412$253,676$59,116$29,558iApproximate average salary by contribution assumption: employee only about $738,950 at 4% or $492,633 at 6%; with 50% employer match about $492,633 at 4% or $328,422 at 6%; with 100% employer match about $369,475 at 4% or $246,317 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-2$253,676$59,116$29,558iApproximate average salary by contribution assumption: employee only about $738,950 at 4% or $492,633 at 6%; with 50% employer match about $492,633 at 4% or $328,422 at 6%; with 100% employer match about $369,475 at 4% or $246,317 at 6%.
201312$232,363$58,370$29,185iApproximate average salary by contribution assumption: employee only about $729,625 at 4% or $486,417 at 6%; with 50% employer match about $486,417 at 4% or $324,278 at 6%; with 100% employer match about $364,813 at 4% or $243,208 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-2$232,363$58,370$29,185iApproximate average salary by contribution assumption: employee only about $729,625 at 4% or $486,417 at 6%; with 50% employer match about $486,417 at 4% or $324,278 at 6%; with 100% employer match about $364,813 at 4% or $243,208 at 6%.
201212$103,845$58,004$29,002iApproximate average salary by contribution assumption: employee only about $725,050 at 4% or $483,367 at 6%; with 50% employer match about $483,367 at 4% or $322,244 at 6%; with 100% employer match about $362,525 at 4% or $241,683 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-2$103,845$58,004$29,002iApproximate average salary by contribution assumption: employee only about $725,050 at 4% or $483,367 at 6%; with 50% employer match about $483,367 at 4% or $322,244 at 6%; with 100% employer match about $362,525 at 4% or $241,683 at 6%.
201112$41,963$42,317$21,159iApproximate average salary by contribution assumption: employee only about $528,963 at 4% or $352,642 at 6%; with 50% employer match about $352,642 at 4% or $235,094 at 6%; with 100% employer match about $264,481 at 4% or $176,321 at 6%.
Estate & Trust Advisors Profit Sharing 401(K) Plan-2$41,963$42,317$21,159iApproximate average salary by contribution assumption: employee only about $528,963 at 4% or $352,642 at 6%; with 50% employer match about $352,642 at 4% or $235,094 at 6%; with 100% employer match about $264,481 at 4% or $176,321 at 6%.