Civic Intelligence

Sebold Capital Management

Plan context: Sebold Capital Management Retirement Trust

EIN 36-4219307 • Lisle, IL • 19 filings • 1 plans

2443 Warrenville Rd, Suite 150Lisle, IL 60532
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,861,377

2024 Contributions

$98,792

Historical Graphs

Total Assets Over Time

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

$1,936,800$968,400$0200620152024YearValue
$1,861,377Latest year 2024

Participants Over Time

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

1050200620152024YearValue
7Latest 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
202417$1,861,377$98,792$14,113iApproximate average salary by contribution assumption: employee only about $352,829 at 4% or $235,219 at 6%; with 50% employer match about $235,219 at 4% or $156,813 at 6%; with 100% employer match about $176,414 at 4% or $117,610 at 6%.
Sebold Capital Management Retirement Trust-7$1,861,377$98,792$14,113iApproximate average salary by contribution assumption: employee only about $352,829 at 4% or $235,219 at 6%; with 50% employer match about $235,219 at 4% or $156,813 at 6%; with 100% employer match about $176,414 at 4% or $117,610 at 6%.
202319$1,936,800$165,963$18,440iApproximate average salary by contribution assumption: employee only about $461,008 at 4% or $307,339 at 6%; with 50% employer match about $307,339 at 4% or $204,893 at 6%; with 100% employer match about $230,504 at 4% or $153,669 at 6%.
Sebold Capital Management Retirement Trust-9$1,936,800$165,963$18,440iApproximate average salary by contribution assumption: employee only about $461,008 at 4% or $307,339 at 6%; with 50% employer match about $307,339 at 4% or $204,893 at 6%; with 100% employer match about $230,504 at 4% or $153,669 at 6%.
202219$1,558,975$305,587$33,954iApproximate average salary by contribution assumption: employee only about $848,853 at 4% or $565,902 at 6%; with 50% employer match about $565,902 at 4% or $377,268 at 6%; with 100% employer match about $424,426 at 4% or $282,951 at 6%.
Sebold Capital Management Retirement Trust-9$1,558,975$305,587$33,954iApproximate average salary by contribution assumption: employee only about $848,853 at 4% or $565,902 at 6%; with 50% employer match about $565,902 at 4% or $377,268 at 6%; with 100% employer match about $424,426 at 4% or $282,951 at 6%.
2021110$1,620,033$229,076$22,908iApproximate average salary by contribution assumption: employee only about $572,690 at 4% or $381,793 at 6%; with 50% employer match about $381,793 at 4% or $254,529 at 6%; with 100% employer match about $286,345 at 4% or $190,897 at 6%.
Sebold Capital Management Retirement Trust-10$1,620,033$229,076$22,908iApproximate average salary by contribution assumption: employee only about $572,690 at 4% or $381,793 at 6%; with 50% employer match about $381,793 at 4% or $254,529 at 6%; with 100% employer match about $286,345 at 4% or $190,897 at 6%.
202015$1,252,062$117,836$23,567iApproximate average salary by contribution assumption: employee only about $589,180 at 4% or $392,787 at 6%; with 50% employer match about $392,787 at 4% or $261,858 at 6%; with 100% employer match about $294,590 at 4% or $196,393 at 6%.
Sebold Capital Management Retirement Trust-5$1,252,062$117,836$23,567iApproximate average salary by contribution assumption: employee only about $589,180 at 4% or $392,787 at 6%; with 50% employer match about $392,787 at 4% or $261,858 at 6%; with 100% employer match about $294,590 at 4% or $196,393 at 6%.
201915$1,057,844$80,203$16,041iApproximate average salary by contribution assumption: employee only about $401,015 at 4% or $267,343 at 6%; with 50% employer match about $267,343 at 4% or $178,229 at 6%; with 100% employer match about $200,508 at 4% or $133,672 at 6%.
Sebold Capital Management Retirement Trust-5$1,057,844$80,203$16,041iApproximate average salary by contribution assumption: employee only about $401,015 at 4% or $267,343 at 6%; with 50% employer match about $267,343 at 4% or $178,229 at 6%; with 100% employer match about $200,508 at 4% or $133,672 at 6%.
201815$745,512$87,897$17,579iApproximate average salary by contribution assumption: employee only about $439,485 at 4% or $292,990 at 6%; with 50% employer match about $292,990 at 4% or $195,327 at 6%; with 100% employer match about $219,743 at 4% or $146,495 at 6%.
Sebold Capital Management Retirement Trust-5$745,512$87,897$17,579iApproximate average salary by contribution assumption: employee only about $439,485 at 4% or $292,990 at 6%; with 50% employer match about $292,990 at 4% or $195,327 at 6%; with 100% employer match about $219,743 at 4% or $146,495 at 6%.
201716$852,025$128,592$21,432iApproximate average salary by contribution assumption: employee only about $535,800 at 4% or $357,200 at 6%; with 50% employer match about $357,200 at 4% or $238,133 at 6%; with 100% employer match about $267,900 at 4% or $178,600 at 6%.
Sebold Capital Management Retirement Trust-6$852,025$128,592$21,432iApproximate average salary by contribution assumption: employee only about $535,800 at 4% or $357,200 at 6%; with 50% employer match about $357,200 at 4% or $238,133 at 6%; with 100% employer match about $267,900 at 4% or $178,600 at 6%.
201616$623,931$73,080$12,180iApproximate average salary by contribution assumption: employee only about $304,500 at 4% or $203,000 at 6%; with 50% employer match about $203,000 at 4% or $135,333 at 6%; with 100% employer match about $152,250 at 4% or $101,500 at 6%.
Sebold Capital Management Retirement Trust-6$623,931$73,080$12,180iApproximate average salary by contribution assumption: employee only about $304,500 at 4% or $203,000 at 6%; with 50% employer match about $203,000 at 4% or $135,333 at 6%; with 100% employer match about $152,250 at 4% or $101,500 at 6%.
201516$395,477$69,323$11,554iApproximate average salary by contribution assumption: employee only about $288,846 at 4% or $192,564 at 6%; with 50% employer match about $192,564 at 4% or $128,376 at 6%; with 100% employer match about $144,423 at 4% or $96,282 at 6%.
Sebold Capital Management Retirement Trust-6$395,477$69,323$11,554iApproximate average salary by contribution assumption: employee only about $288,846 at 4% or $192,564 at 6%; with 50% employer match about $192,564 at 4% or $128,376 at 6%; with 100% employer match about $144,423 at 4% or $96,282 at 6%.
201416$384,761$53,069$8,845iApproximate average salary by contribution assumption: employee only about $221,121 at 4% or $147,414 at 6%; with 50% employer match about $147,414 at 4% or $98,276 at 6%; with 100% employer match about $110,560 at 4% or $73,707 at 6%.
Sebold Capital Management Retirement Trust-6$384,761$53,069$8,845iApproximate average salary by contribution assumption: employee only about $221,121 at 4% or $147,414 at 6%; with 50% employer match about $147,414 at 4% or $98,276 at 6%; with 100% employer match about $110,560 at 4% or $73,707 at 6%.
201316$1,285,495$863,594$143,932iApproximate average salary by contribution assumption: employee only about $3,598,308 at 4% or $2,398,872 at 6%; with 50% employer match about $2,398,872 at 4% or $1,599,248 at 6%; with 100% employer match about $1,799,154 at 4% or $1,199,436 at 6%.
Sebold Capital Management Retirement Trust-6$1,285,495$863,594$143,932iApproximate average salary by contribution assumption: employee only about $3,598,308 at 4% or $2,398,872 at 6%; with 50% employer match about $2,398,872 at 4% or $1,599,248 at 6%; with 100% employer match about $1,799,154 at 4% or $1,199,436 at 6%.
201214$243,753$32,045$8,011iApproximate average salary by contribution assumption: employee only about $200,281 at 4% or $133,521 at 6%; with 50% employer match about $133,521 at 4% or $89,014 at 6%; with 100% employer match about $100,141 at 4% or $66,760 at 6%.
Sebold Capital Management Retirement Trust-4$243,753$32,045$8,011iApproximate average salary by contribution assumption: employee only about $200,281 at 4% or $133,521 at 6%; with 50% employer match about $133,521 at 4% or $89,014 at 6%; with 100% employer match about $100,141 at 4% or $66,760 at 6%.
201113$178,545$29,522$9,841iApproximate average salary by contribution assumption: employee only about $246,017 at 4% or $164,011 at 6%; with 50% employer match about $164,011 at 4% or $109,341 at 6%; with 100% employer match about $123,008 at 4% or $82,006 at 6%.
Sebold Capital Management Retirement Trust-3$178,545$29,522$9,841iApproximate average salary by contribution assumption: employee only about $246,017 at 4% or $164,011 at 6%; with 50% employer match about $164,011 at 4% or $109,341 at 6%; with 100% employer match about $123,008 at 4% or $82,006 at 6%.
201013$161,351$36,052$12,017iApproximate average salary by contribution assumption: employee only about $300,433 at 4% or $200,289 at 6%; with 50% employer match about $200,289 at 4% or $133,526 at 6%; with 100% employer match about $150,217 at 4% or $100,144 at 6%.
Sebold Capital Management Retirement Trust-3$161,351$36,052$12,017iApproximate average salary by contribution assumption: employee only about $300,433 at 4% or $200,289 at 6%; with 50% employer match about $200,289 at 4% or $133,526 at 6%; with 100% employer match about $150,217 at 4% or $100,144 at 6%.
200916$125,700$37,617$6,270iApproximate average salary by contribution assumption: employee only about $156,738 at 4% or $104,492 at 6%; with 50% employer match about $104,492 at 4% or $69,661 at 6%; with 100% employer match about $78,369 at 4% or $52,246 at 6%.
Sebold Capital Management Retirement Trust-6$125,700$37,617$6,270iApproximate average salary by contribution assumption: employee only about $156,738 at 4% or $104,492 at 6%; with 50% employer match about $104,492 at 4% or $69,661 at 6%; with 100% employer match about $78,369 at 4% or $52,246 at 6%.
200815$60,327$51,201$10,240iApproximate average salary by contribution assumption: employee only about $256,005 at 4% or $170,670 at 6%; with 50% employer match about $170,670 at 4% or $113,780 at 6%; with 100% employer match about $128,003 at 4% or $85,335 at 6%.
Sebold Capital Management Retirement Trust-5$60,327$51,201$10,240iApproximate average salary by contribution assumption: employee only about $256,005 at 4% or $170,670 at 6%; with 50% employer match about $170,670 at 4% or $113,780 at 6%; with 100% employer match about $128,003 at 4% or $85,335 at 6%.
200713$46,045$24,758$8,253iApproximate average salary by contribution assumption: employee only about $206,317 at 4% or $137,544 at 6%; with 50% employer match about $137,544 at 4% or $91,696 at 6%; with 100% employer match about $103,158 at 4% or $68,772 at 6%.
Sebold Capital Management Retirement Trust-3$46,045$24,758$8,253iApproximate average salary by contribution assumption: employee only about $206,317 at 4% or $137,544 at 6%; with 50% employer match about $137,544 at 4% or $91,696 at 6%; with 100% employer match about $103,158 at 4% or $68,772 at 6%.
200613$18,019$21,675$7,225iApproximate average salary by contribution assumption: employee only about $180,625 at 4% or $120,417 at 6%; with 50% employer match about $120,417 at 4% or $80,278 at 6%; with 100% employer match about $90,313 at 4% or $60,208 at 6%.
Sebold Capital Management Retirement Trust-3$18,019$21,675$7,225iApproximate average salary by contribution assumption: employee only about $180,625 at 4% or $120,417 at 6%; with 50% employer match about $120,417 at 4% or $80,278 at 6%; with 100% employer match about $90,313 at 4% or $60,208 at 6%.