Civic Intelligence

Concord Asset Management LLC

Plan context: Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust

EIN 36-4240268 • Chicago, IL • 9 filings • 3 plans

150 South Wacker Drive, Suite #3200Chicago, IL 60606
Current Snapshot

Latest Year

2014

2014 Participants

14

2014 Assets

$3,773,262

2014 Contributions

$137,875

Historical Graphs

Total Assets Over Time

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

$6,403,929$3,201,965$0200620102013YearValue
$3,773,262Latest year 2013

Participants Over Time

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

1680200620102013YearValue
14Latest year 2013

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
201410$0$0-
Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust-0$0$0-
2013114$3,773,262$137,875$9,848iApproximate average salary by contribution assumption: employee only about $246,205 at 4% or $164,137 at 6%; with 50% employer match about $164,137 at 4% or $109,425 at 6%; with 100% employer match about $123,103 at 4% or $82,068 at 6%.
Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust-14$3,773,262$137,875$9,848iApproximate average salary by contribution assumption: employee only about $246,205 at 4% or $164,137 at 6%; with 50% employer match about $164,137 at 4% or $109,425 at 6%; with 100% employer match about $123,103 at 4% or $82,068 at 6%.
2012114$3,012,269$134,073$9,577iApproximate average salary by contribution assumption: employee only about $239,416 at 4% or $159,611 at 6%; with 50% employer match about $159,611 at 4% or $106,407 at 6%; with 100% employer match about $119,708 at 4% or $79,805 at 6%.
Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust-14$3,012,269$134,073$9,577iApproximate average salary by contribution assumption: employee only about $239,416 at 4% or $159,611 at 6%; with 50% employer match about $159,611 at 4% or $106,407 at 6%; with 100% employer match about $119,708 at 4% or $79,805 at 6%.
2011114$2,544,497$125,746$8,982iApproximate average salary by contribution assumption: employee only about $224,546 at 4% or $149,698 at 6%; with 50% employer match about $149,698 at 4% or $99,798 at 6%; with 100% employer match about $112,273 at 4% or $74,849 at 6%.
Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust-14$2,544,497$125,746$8,982iApproximate average salary by contribution assumption: employee only about $224,546 at 4% or $149,698 at 6%; with 50% employer match about $149,698 at 4% or $99,798 at 6%; with 100% employer match about $112,273 at 4% or $74,849 at 6%.
2010116$2,956,129$153,048$9,566iApproximate average salary by contribution assumption: employee only about $239,138 at 4% or $159,425 at 6%; with 50% employer match about $159,425 at 4% or $106,283 at 6%; with 100% employer match about $119,569 at 4% or $79,713 at 6%.
Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust-16$2,956,129$153,048$9,566iApproximate average salary by contribution assumption: employee only about $239,138 at 4% or $159,425 at 6%; with 50% employer match about $159,425 at 4% or $106,283 at 6%; with 100% employer match about $119,569 at 4% or $79,713 at 6%.
2009116$6,253,346$152,673$9,542iApproximate average salary by contribution assumption: employee only about $238,552 at 4% or $159,034 at 6%; with 50% employer match about $159,034 at 4% or $106,023 at 6%; with 100% employer match about $119,276 at 4% or $79,517 at 6%.
Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust-16$6,253,346$152,673$9,542iApproximate average salary by contribution assumption: employee only about $238,552 at 4% or $159,034 at 6%; with 50% employer match about $159,034 at 4% or $106,023 at 6%; with 100% employer match about $119,276 at 4% or $79,517 at 6%.
2008112$4,534,782$129,590$10,799iApproximate average salary by contribution assumption: employee only about $269,979 at 4% or $179,986 at 6%; with 50% employer match about $179,986 at 4% or $119,991 at 6%; with 100% employer match about $134,990 at 4% or $89,993 at 6%.
Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust-12$4,534,782$129,590$10,799iApproximate average salary by contribution assumption: employee only about $269,979 at 4% or $179,986 at 6%; with 50% employer match about $179,986 at 4% or $119,991 at 6%; with 100% employer match about $134,990 at 4% or $89,993 at 6%.
2007112$6,403,929$226,755$18,896iApproximate average salary by contribution assumption: employee only about $472,406 at 4% or $314,938 at 6%; with 50% employer match about $314,938 at 4% or $209,958 at 6%; with 100% employer match about $236,203 at 4% or $157,469 at 6%.
Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust-12$6,403,929$226,755$18,896iApproximate average salary by contribution assumption: employee only about $472,406 at 4% or $314,938 at 6%; with 50% employer match about $314,938 at 4% or $209,958 at 6%; with 100% employer match about $236,203 at 4% or $157,469 at 6%.
2006114$5,764,740$227,376$16,241iApproximate average salary by contribution assumption: employee only about $406,029 at 4% or $270,686 at 6%; with 50% employer match about $270,686 at 4% or $180,457 at 6%; with 100% employer match about $203,014 at 4% or $135,343 at 6%.
Concord Asset Management LLC Employees' 401(K) Profit Sharing Plan and Trust-14$5,764,740$227,376$16,241iApproximate average salary by contribution assumption: employee only about $406,029 at 4% or $270,686 at 6%; with 50% employer match about $270,686 at 4% or $180,457 at 6%; with 100% employer match about $203,014 at 4% or $135,343 at 6%.