Civic Intelligence

Chicago Oakbrook Financial Group Inc.

Plan context: Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan

EIN 36-4192133 • Oak Brook, IL • 29 filings • 6 plans

903 Commerce Drive, Suite 300Oak Brook, IL 60523
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$6,452,963

2024 Contributions

$698,684

Historical Graphs

Total Assets Over Time

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

$7,139,208$3,569,604$0200720162024YearValue
$6,452,963Latest year 2024

Participants Over Time

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

26130200720162024YearValue
26Latest 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
2024226$6,452,963$698,684$26,872iApproximate average salary by contribution assumption: employee only about $671,812 at 4% or $447,874 at 6%; with 50% employer match about $447,874 at 4% or $298,583 at 6%; with 100% employer match about $335,906 at 4% or $223,937 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-26$6,452,963$502,684$19,334iApproximate average salary by contribution assumption: employee only about $483,350 at 4% or $322,233 at 6%; with 50% employer match about $322,233 at 4% or $214,822 at 6%; with 100% employer match about $241,675 at 4% or $161,117 at 6%.
COFG BROKERAGE CASH BALANCE PLAN-0$0$196,000-
2023223$7,139,208$516,506$22,457iApproximate average salary by contribution assumption: employee only about $561,420 at 4% or $374,280 at 6%; with 50% employer match about $374,280 at 4% or $249,520 at 6%; with 100% employer match about $280,710 at 4% or $187,140 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-23$5,294,954$370,189$16,095iApproximate average salary by contribution assumption: employee only about $402,379 at 4% or $268,253 at 6%; with 50% employer match about $268,253 at 4% or $178,835 at 6%; with 100% employer match about $201,190 at 4% or $134,126 at 6%.
COFG BROKERAGE CASH BALANCE PLAN-18$1,844,254$146,317$8,129iApproximate average salary by contribution assumption: employee only about $203,218 at 4% or $135,479 at 6%; with 50% employer match about $135,479 at 4% or $90,319 at 6%; with 100% employer match about $101,609 at 4% or $67,739 at 6%.
2022222$5,790,284$540,239$24,556iApproximate average salary by contribution assumption: employee only about $613,908 at 4% or $409,272 at 6%; with 50% employer match about $409,272 at 4% or $272,848 at 6%; with 100% employer match about $306,954 at 4% or $204,636 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-22$4,234,478$365,239$16,602iApproximate average salary by contribution assumption: employee only about $415,044 at 4% or $276,696 at 6%; with 50% employer match about $276,696 at 4% or $184,464 at 6%; with 100% employer match about $207,522 at 4% or $138,348 at 6%.
COFG BROKERAGE CASH BALANCE PLAN-16$1,555,806$175,000$10,938iApproximate average salary by contribution assumption: employee only about $273,438 at 4% or $182,292 at 6%; with 50% employer match about $182,292 at 4% or $121,528 at 6%; with 100% employer match about $136,719 at 4% or $91,146 at 6%.
2021218$6,198,273$902,087$50,116iApproximate average salary by contribution assumption: employee only about $1,252,899 at 4% or $835,266 at 6%; with 50% employer match about $835,266 at 4% or $556,844 at 6%; with 100% employer match about $626,449 at 4% or $417,633 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-18$4,667,186$715,821$39,768iApproximate average salary by contribution assumption: employee only about $994,196 at 4% or $662,797 at 6%; with 50% employer match about $662,797 at 4% or $441,865 at 6%; with 100% employer match about $497,098 at 4% or $331,399 at 6%.
COFG BROKERAGE CASH BALANCE PLAN-17$1,531,087$186,266$10,957iApproximate average salary by contribution assumption: employee only about $273,921 at 4% or $182,614 at 6%; with 50% employer match about $182,614 at 4% or $121,742 at 6%; with 100% employer match about $136,960 at 4% or $91,307 at 6%.
2020219$5,224,060$443,140$23,323iApproximate average salary by contribution assumption: employee only about $583,079 at 4% or $388,719 at 6%; with 50% employer match about $388,719 at 4% or $259,146 at 6%; with 100% employer match about $291,539 at 4% or $194,360 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-19$4,007,004$293,140$15,428iApproximate average salary by contribution assumption: employee only about $385,711 at 4% or $257,140 at 6%; with 50% employer match about $257,140 at 4% or $171,427 at 6%; with 100% employer match about $192,855 at 4% or $128,570 at 6%.
COFG BROKERAGE, INC. CASH BALANCE PLAN-0$1,217,056$150,000-
2019217$4,263,276$607,062$35,710iApproximate average salary by contribution assumption: employee only about $892,738 at 4% or $595,159 at 6%; with 50% employer match about $595,159 at 4% or $396,773 at 6%; with 100% employer match about $446,369 at 4% or $297,579 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-17$3,263,907$407,062$23,945iApproximate average salary by contribution assumption: employee only about $598,621 at 4% or $399,080 at 6%; with 50% employer match about $399,080 at 4% or $266,054 at 6%; with 100% employer match about $299,310 at 4% or $199,540 at 6%.
COFG BROKERAGE, INC. CASH BALANCE PLAN-16$999,369$200,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2018219$3,103,601$398,607$20,979iApproximate average salary by contribution assumption: employee only about $524,483 at 4% or $349,655 at 6%; with 50% employer match about $349,655 at 4% or $233,104 at 6%; with 100% employer match about $262,241 at 4% or $174,828 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-19$2,400,098$256,882$13,520iApproximate average salary by contribution assumption: employee only about $338,003 at 4% or $225,335 at 6%; with 50% employer match about $225,335 at 4% or $150,223 at 6%; with 100% employer match about $169,001 at 4% or $112,668 at 6%.
COFG BROKERAGE, INC. CASH BALANCE PLAN-14$703,503$141,725$10,123iApproximate average salary by contribution assumption: employee only about $253,080 at 4% or $168,720 at 6%; with 50% employer match about $168,720 at 4% or $112,480 at 6%; with 100% employer match about $126,540 at 4% or $84,360 at 6%.
2017216$2,857,800$405,304$25,332iApproximate average salary by contribution assumption: employee only about $633,288 at 4% or $422,192 at 6%; with 50% employer match about $422,192 at 4% or $281,461 at 6%; with 100% employer match about $316,644 at 4% or $211,096 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-16$2,282,858$248,385$15,524iApproximate average salary by contribution assumption: employee only about $388,102 at 4% or $258,734 at 6%; with 50% employer match about $258,734 at 4% or $172,490 at 6%; with 100% employer match about $194,051 at 4% or $129,367 at 6%.
COFG BROKERAGE, INC. CASH BALANCE PLAN-13$574,942$156,919$12,071iApproximate average salary by contribution assumption: employee only about $301,767 at 4% or $201,178 at 6%; with 50% employer match about $201,178 at 4% or $134,119 at 6%; with 100% employer match about $150,884 at 4% or $100,589 at 6%.
2016216$2,134,834$366,992$22,937iApproximate average salary by contribution assumption: employee only about $573,425 at 4% or $382,283 at 6%; with 50% employer match about $382,283 at 4% or $254,856 at 6%; with 100% employer match about $286,713 at 4% or $191,142 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-16$1,738,972$241,992$15,125iApproximate average salary by contribution assumption: employee only about $378,113 at 4% or $252,075 at 6%; with 50% employer match about $252,075 at 4% or $168,050 at 6%; with 100% employer match about $189,056 at 4% or $126,038 at 6%.
COFG BROKERAGE, INC. CASH BALANCE PLAN-13$395,862$125,000$9,615iApproximate average salary by contribution assumption: employee only about $240,385 at 4% or $160,256 at 6%; with 50% employer match about $160,256 at 4% or $106,838 at 6%; with 100% employer match about $120,192 at 4% or $80,128 at 6%.
2015216$1,656,285$357,126$22,320iApproximate average salary by contribution assumption: employee only about $558,009 at 4% or $372,006 at 6%; with 50% employer match about $372,006 at 4% or $248,004 at 6%; with 100% employer match about $279,005 at 4% or $186,003 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-16$1,395,592$213,070$13,317iApproximate average salary by contribution assumption: employee only about $332,922 at 4% or $221,948 at 6%; with 50% employer match about $221,948 at 4% or $147,965 at 6%; with 100% employer match about $166,461 at 4% or $110,974 at 6%.
COFG BROKERAGE, INC. CASH BALANCE PLAN-13$260,693$144,056$11,081iApproximate average salary by contribution assumption: employee only about $277,031 at 4% or $184,687 at 6%; with 50% employer match about $184,687 at 4% or $123,125 at 6%; with 100% employer match about $138,515 at 4% or $92,344 at 6%.
2014215$1,392,510$376,075$25,072iApproximate average salary by contribution assumption: employee only about $626,792 at 4% or $417,861 at 6%; with 50% employer match about $417,861 at 4% or $278,574 at 6%; with 100% employer match about $313,396 at 4% or $208,931 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-15$1,275,818$259,383$17,292iApproximate average salary by contribution assumption: employee only about $432,305 at 4% or $288,203 at 6%; with 50% employer match about $288,203 at 4% or $192,136 at 6%; with 100% employer match about $216,153 at 4% or $144,102 at 6%.
COFG BROKERAGE, INC. CASH BALANCE PLAN-11$116,692$116,692$10,608iApproximate average salary by contribution assumption: employee only about $265,209 at 4% or $176,806 at 6%; with 50% employer match about $176,806 at 4% or $117,871 at 6%; with 100% employer match about $132,605 at 4% or $88,403 at 6%.
2013116$1,017,888$260,002$16,250iApproximate average salary by contribution assumption: employee only about $406,253 at 4% or $270,835 at 6%; with 50% employer match about $270,835 at 4% or $180,557 at 6%; with 100% employer match about $203,127 at 4% or $135,418 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-16$1,017,888$260,002$16,250iApproximate average salary by contribution assumption: employee only about $406,253 at 4% or $270,835 at 6%; with 50% employer match about $270,835 at 4% or $180,557 at 6%; with 100% employer match about $203,127 at 4% or $135,418 at 6%.
2012115$642,699$164,724$10,982iApproximate average salary by contribution assumption: employee only about $274,540 at 4% or $183,027 at 6%; with 50% employer match about $183,027 at 4% or $122,018 at 6%; with 100% employer match about $137,270 at 4% or $91,513 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-15$642,699$164,724$10,982iApproximate average salary by contribution assumption: employee only about $274,540 at 4% or $183,027 at 6%; with 50% employer match about $183,027 at 4% or $122,018 at 6%; with 100% employer match about $137,270 at 4% or $91,513 at 6%.
2011114$472,542$156,326$11,166iApproximate average salary by contribution assumption: employee only about $279,154 at 4% or $186,102 at 6%; with 50% employer match about $186,102 at 4% or $124,068 at 6%; with 100% employer match about $139,577 at 4% or $93,051 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-14$472,542$156,326$11,166iApproximate average salary by contribution assumption: employee only about $279,154 at 4% or $186,102 at 6%; with 50% employer match about $186,102 at 4% or $124,068 at 6%; with 100% employer match about $139,577 at 4% or $93,051 at 6%.
2010113$337,669$113,019$8,694iApproximate average salary by contribution assumption: employee only about $217,344 at 4% or $144,896 at 6%; with 50% employer match about $144,896 at 4% or $96,597 at 6%; with 100% employer match about $108,672 at 4% or $72,448 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-13$337,669$113,019$8,694iApproximate average salary by contribution assumption: employee only about $217,344 at 4% or $144,896 at 6%; with 50% employer match about $144,896 at 4% or $96,597 at 6%; with 100% employer match about $108,672 at 4% or $72,448 at 6%.
2009113$189,938$66,750$5,135iApproximate average salary by contribution assumption: employee only about $128,365 at 4% or $85,577 at 6%; with 50% employer match about $85,577 at 4% or $57,051 at 6%; with 100% employer match about $64,183 at 4% or $42,788 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-13$189,938$66,750$5,135iApproximate average salary by contribution assumption: employee only about $128,365 at 4% or $85,577 at 6%; with 50% employer match about $85,577 at 4% or $57,051 at 6%; with 100% employer match about $64,183 at 4% or $42,788 at 6%.
2008112$309,069$61,681$5,140iApproximate average salary by contribution assumption: employee only about $128,502 at 4% or $85,668 at 6%; with 50% employer match about $85,668 at 4% or $57,112 at 6%; with 100% employer match about $64,251 at 4% or $42,834 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-12$309,069$61,681$5,140iApproximate average salary by contribution assumption: employee only about $128,502 at 4% or $85,668 at 6%; with 50% employer match about $85,668 at 4% or $57,112 at 6%; with 100% employer match about $64,251 at 4% or $42,834 at 6%.
2007113$411,275$398,254$30,635iApproximate average salary by contribution assumption: employee only about $765,873 at 4% or $510,582 at 6%; with 50% employer match about $510,582 at 4% or $340,388 at 6%; with 100% employer match about $382,937 at 4% or $255,291 at 6%.
Chicago Oakbrook Financial Group 401(K) Profit Sharing Plan-13$411,275$398,254$30,635iApproximate average salary by contribution assumption: employee only about $765,873 at 4% or $510,582 at 6%; with 50% employer match about $510,582 at 4% or $340,388 at 6%; with 100% employer match about $382,937 at 4% or $255,291 at 6%.