Civic Intelligence

Circle of Service Foundation

Plan context: Circle of Service Foundation 401(K) Profit Sharing Plan and Trust

EIN 36-4185939 • Chicago, IL • 18 filings • 5 plans

30 S. Wacker Drive, Suite 2500Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$3,900,161

2024 Contributions

$390,464

Historical Graphs

Total Assets Over Time

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

$3,930,806$1,965,403$0200820162024YearValue
$3,900,161Latest year 2024

Participants Over Time

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

1680200720162024YearValue
16Latest 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
2024116$3,900,161$390,464$24,404iApproximate average salary by contribution assumption: employee only about $610,100 at 4% or $406,733 at 6%; with 50% employer match about $406,733 at 4% or $271,156 at 6%; with 100% employer match about $305,050 at 4% or $203,367 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-16$3,900,161$390,464$24,404iApproximate average salary by contribution assumption: employee only about $610,100 at 4% or $406,733 at 6%; with 50% employer match about $406,733 at 4% or $271,156 at 6%; with 100% employer match about $305,050 at 4% or $203,367 at 6%.
2023116$3,065,682$307,124$19,195iApproximate average salary by contribution assumption: employee only about $479,881 at 4% or $319,921 at 6%; with 50% employer match about $319,921 at 4% or $213,281 at 6%; with 100% employer match about $239,941 at 4% or $159,960 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-16$3,065,682$307,124$19,195iApproximate average salary by contribution assumption: employee only about $479,881 at 4% or $319,921 at 6%; with 50% employer match about $319,921 at 4% or $213,281 at 6%; with 100% employer match about $239,941 at 4% or $159,960 at 6%.
2022116$3,596,437$285,879$17,867iApproximate average salary by contribution assumption: employee only about $446,686 at 4% or $297,791 at 6%; with 50% employer match about $297,791 at 4% or $198,527 at 6%; with 100% employer match about $223,343 at 4% or $148,895 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-16$3,596,437$285,879$17,867iApproximate average salary by contribution assumption: employee only about $446,686 at 4% or $297,791 at 6%; with 50% employer match about $297,791 at 4% or $198,527 at 6%; with 100% employer match about $223,343 at 4% or $148,895 at 6%.
2021111$3,930,806$284,497$25,863iApproximate average salary by contribution assumption: employee only about $646,584 at 4% or $431,056 at 6%; with 50% employer match about $431,056 at 4% or $287,371 at 6%; with 100% employer match about $323,292 at 4% or $215,528 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-11$3,930,806$284,497$25,863iApproximate average salary by contribution assumption: employee only about $646,584 at 4% or $431,056 at 6%; with 50% employer match about $431,056 at 4% or $287,371 at 6%; with 100% employer match about $323,292 at 4% or $215,528 at 6%.
2020110$3,166,180$264,225$26,423iApproximate average salary by contribution assumption: employee only about $660,563 at 4% or $440,375 at 6%; with 50% employer match about $440,375 at 4% or $293,583 at 6%; with 100% employer match about $330,281 at 4% or $220,188 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-10$3,166,180$264,225$26,423iApproximate average salary by contribution assumption: employee only about $660,563 at 4% or $440,375 at 6%; with 50% employer match about $440,375 at 4% or $293,583 at 6%; with 100% employer match about $330,281 at 4% or $220,188 at 6%.
2019110$2,524,808$251,601$25,160iApproximate average salary by contribution assumption: employee only about $629,003 at 4% or $419,335 at 6%; with 50% employer match about $419,335 at 4% or $279,557 at 6%; with 100% employer match about $314,501 at 4% or $209,668 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-10$2,524,808$251,601$25,160iApproximate average salary by contribution assumption: employee only about $629,003 at 4% or $419,335 at 6%; with 50% employer match about $419,335 at 4% or $279,557 at 6%; with 100% employer match about $314,501 at 4% or $209,668 at 6%.
2018111$1,878,237$243,790$22,163iApproximate average salary by contribution assumption: employee only about $554,068 at 4% or $369,379 at 6%; with 50% employer match about $369,379 at 4% or $246,253 at 6%; with 100% employer match about $277,034 at 4% or $184,689 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-11$1,878,237$243,790$22,163iApproximate average salary by contribution assumption: employee only about $554,068 at 4% or $369,379 at 6%; with 50% employer match about $369,379 at 4% or $246,253 at 6%; with 100% employer match about $277,034 at 4% or $184,689 at 6%.
2017111$1,760,258$220,675$20,061iApproximate average salary by contribution assumption: employee only about $501,534 at 4% or $334,356 at 6%; with 50% employer match about $334,356 at 4% or $222,904 at 6%; with 100% employer match about $250,767 at 4% or $167,178 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-11$1,760,258$220,675$20,061iApproximate average salary by contribution assumption: employee only about $501,534 at 4% or $334,356 at 6%; with 50% employer match about $334,356 at 4% or $222,904 at 6%; with 100% employer match about $250,767 at 4% or $167,178 at 6%.
201619$1,304,625$207,782$23,087iApproximate average salary by contribution assumption: employee only about $577,172 at 4% or $384,781 at 6%; with 50% employer match about $384,781 at 4% or $256,521 at 6%; with 100% employer match about $288,586 at 4% or $192,391 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-9$1,304,625$207,782$23,087iApproximate average salary by contribution assumption: employee only about $577,172 at 4% or $384,781 at 6%; with 50% employer match about $384,781 at 4% or $256,521 at 6%; with 100% employer match about $288,586 at 4% or $192,391 at 6%.
201519$1,017,738$170,747$18,972iApproximate average salary by contribution assumption: employee only about $474,297 at 4% or $316,198 at 6%; with 50% employer match about $316,198 at 4% or $210,799 at 6%; with 100% employer match about $237,149 at 4% or $158,099 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-9$1,017,738$170,747$18,972iApproximate average salary by contribution assumption: employee only about $474,297 at 4% or $316,198 at 6%; with 50% employer match about $316,198 at 4% or $210,799 at 6%; with 100% employer match about $237,149 at 4% or $158,099 at 6%.
201418$867,053$175,758$21,970iApproximate average salary by contribution assumption: employee only about $549,244 at 4% or $366,163 at 6%; with 50% employer match about $366,163 at 4% or $244,108 at 6%; with 100% employer match about $274,622 at 4% or $183,081 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-8$867,053$175,758$21,970iApproximate average salary by contribution assumption: employee only about $549,244 at 4% or $366,163 at 6%; with 50% employer match about $366,163 at 4% or $244,108 at 6%; with 100% employer match about $274,622 at 4% or $183,081 at 6%.
201317$656,526$149,786$21,398iApproximate average salary by contribution assumption: employee only about $534,950 at 4% or $356,633 at 6%; with 50% employer match about $356,633 at 4% or $237,756 at 6%; with 100% employer match about $267,475 at 4% or $178,317 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-7$656,526$149,786$21,398iApproximate average salary by contribution assumption: employee only about $534,950 at 4% or $356,633 at 6%; with 50% employer match about $356,633 at 4% or $237,756 at 6%; with 100% employer match about $267,475 at 4% or $178,317 at 6%.
201218$541,791$173,458$21,682iApproximate average salary by contribution assumption: employee only about $542,056 at 4% or $361,371 at 6%; with 50% employer match about $361,371 at 4% or $240,914 at 6%; with 100% employer match about $271,028 at 4% or $180,685 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-8$541,791$173,458$21,682iApproximate average salary by contribution assumption: employee only about $542,056 at 4% or $361,371 at 6%; with 50% employer match about $361,371 at 4% or $240,914 at 6%; with 100% employer match about $271,028 at 4% or $180,685 at 6%.
201116$330,269$117,044$19,507iApproximate average salary by contribution assumption: employee only about $487,683 at 4% or $325,122 at 6%; with 50% employer match about $325,122 at 4% or $216,748 at 6%; with 100% employer match about $243,842 at 4% or $162,561 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-6$330,269$117,044$19,507iApproximate average salary by contribution assumption: employee only about $487,683 at 4% or $325,122 at 6%; with 50% employer match about $325,122 at 4% or $216,748 at 6%; with 100% employer match about $243,842 at 4% or $162,561 at 6%.
201015$236,189$126,053$25,211iApproximate average salary by contribution assumption: employee only about $630,265 at 4% or $420,177 at 6%; with 50% employer match about $420,177 at 4% or $280,118 at 6%; with 100% employer match about $315,133 at 4% or $210,088 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-5$236,189$126,053$25,211iApproximate average salary by contribution assumption: employee only about $630,265 at 4% or $420,177 at 6%; with 50% employer match about $420,177 at 4% or $280,118 at 6%; with 100% employer match about $315,133 at 4% or $210,088 at 6%.
200914$227,471$106,466$26,617iApproximate average salary by contribution assumption: employee only about $665,413 at 4% or $443,608 at 6%; with 50% employer match about $443,608 at 4% or $295,739 at 6%; with 100% employer match about $332,706 at 4% or $221,804 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-4$227,471$106,466$26,617iApproximate average salary by contribution assumption: employee only about $665,413 at 4% or $443,608 at 6%; with 50% employer match about $443,608 at 4% or $295,739 at 6%; with 100% employer match about $332,706 at 4% or $221,804 at 6%.
200814$95,075$84,977$21,244iApproximate average salary by contribution assumption: employee only about $531,106 at 4% or $354,071 at 6%; with 50% employer match about $354,071 at 4% or $236,047 at 6%; with 100% employer match about $265,553 at 4% or $177,035 at 6%.
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-4$95,075$84,977$21,244iApproximate average salary by contribution assumption: employee only about $531,106 at 4% or $354,071 at 6%; with 50% employer match about $354,071 at 4% or $236,047 at 6%; with 100% employer match about $265,553 at 4% or $177,035 at 6%.
200712$0$0-
Circle of Service Foundation 401(K) Profit Sharing Plan and Trust-2---