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
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 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%. |
| 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%. |
| 2014 | 1 | 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%. |
| 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%. |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Circle of Service Foundation 401(K) Profit Sharing Plan and Trust | - | 2 | - | - | - |