Civic Intelligence

Edd Fund Services

Plan context: Evaluation Due Diligence & 401K Profit Sharing Plan & Trust

EIN 36-4252441 • Naperville, IL • 18 filings • 5 plans

2735 Hassert BlvdSuite 135-2145Naperville, IL 60564
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$667,769

2024 Contributions

$36,625

Historical Graphs

Total Assets Over Time

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

$931,294$465,647$0200820162024YearValue
$667,769Latest year 2024

Participants Over Time

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

1580200720162024YearValue
2Latest 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
202412$667,769$36,625$18,313iApproximate average salary by contribution assumption: employee only about $457,813 at 4% or $305,208 at 6%; with 50% employer match about $305,208 at 4% or $203,472 at 6%; with 100% employer match about $228,906 at 4% or $152,604 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-2$667,769$36,625$18,313iApproximate average salary by contribution assumption: employee only about $457,813 at 4% or $305,208 at 6%; with 50% employer match about $305,208 at 4% or $203,472 at 6%; with 100% employer match about $228,906 at 4% or $152,604 at 6%.
202312$539,353$34,500$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-2$539,353$34,500$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
202212$419,591$49,770$24,885iApproximate average salary by contribution assumption: employee only about $622,125 at 4% or $414,750 at 6%; with 50% employer match about $414,750 at 4% or $276,500 at 6%; with 100% employer match about $311,063 at 4% or $207,375 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-2$419,591$49,770$24,885iApproximate average salary by contribution assumption: employee only about $622,125 at 4% or $414,750 at 6%; with 50% employer match about $414,750 at 4% or $276,500 at 6%; with 100% employer match about $311,063 at 4% or $207,375 at 6%.
202114$931,294$57,663$14,416iApproximate average salary by contribution assumption: employee only about $360,394 at 4% or $240,263 at 6%; with 50% employer match about $240,263 at 4% or $160,175 at 6%; with 100% employer match about $180,197 at 4% or $120,131 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-4$931,294$57,663$14,416iApproximate average salary by contribution assumption: employee only about $360,394 at 4% or $240,263 at 6%; with 50% employer match about $240,263 at 4% or $160,175 at 6%; with 100% employer match about $180,197 at 4% or $120,131 at 6%.
202016$875,285$27,637$4,606iApproximate average salary by contribution assumption: employee only about $115,154 at 4% or $76,769 at 6%; with 50% employer match about $76,769 at 4% or $51,180 at 6%; with 100% employer match about $57,577 at 4% or $38,385 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-6$875,285$27,637$4,606iApproximate average salary by contribution assumption: employee only about $115,154 at 4% or $76,769 at 6%; with 50% employer match about $76,769 at 4% or $51,180 at 6%; with 100% employer match about $57,577 at 4% or $38,385 at 6%.
201917$802,915$36,884$5,269iApproximate average salary by contribution assumption: employee only about $131,729 at 4% or $87,819 at 6%; with 50% employer match about $87,819 at 4% or $58,546 at 6%; with 100% employer match about $65,864 at 4% or $43,910 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-7$802,915$36,884$5,269iApproximate average salary by contribution assumption: employee only about $131,729 at 4% or $87,819 at 6%; with 50% employer match about $87,819 at 4% or $58,546 at 6%; with 100% employer match about $65,864 at 4% or $43,910 at 6%.
201817$619,978$48,855$6,979iApproximate average salary by contribution assumption: employee only about $174,482 at 4% or $116,321 at 6%; with 50% employer match about $116,321 at 4% or $77,548 at 6%; with 100% employer match about $87,241 at 4% or $58,161 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-7$619,978$48,855$6,979iApproximate average salary by contribution assumption: employee only about $174,482 at 4% or $116,321 at 6%; with 50% employer match about $116,321 at 4% or $77,548 at 6%; with 100% employer match about $87,241 at 4% or $58,161 at 6%.
201717$611,628$51,014$7,288iApproximate average salary by contribution assumption: employee only about $182,193 at 4% or $121,462 at 6%; with 50% employer match about $121,462 at 4% or $80,975 at 6%; with 100% employer match about $91,096 at 4% or $60,731 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-7$611,628$51,014$7,288iApproximate average salary by contribution assumption: employee only about $182,193 at 4% or $121,462 at 6%; with 50% employer match about $121,462 at 4% or $80,975 at 6%; with 100% employer match about $91,096 at 4% or $60,731 at 6%.
201618$628,673$58,035$7,254iApproximate average salary by contribution assumption: employee only about $181,359 at 4% or $120,906 at 6%; with 50% employer match about $120,906 at 4% or $80,604 at 6%; with 100% employer match about $90,680 at 4% or $60,453 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-8$628,673$58,035$7,254iApproximate average salary by contribution assumption: employee only about $181,359 at 4% or $120,906 at 6%; with 50% employer match about $120,906 at 4% or $80,604 at 6%; with 100% employer match about $90,680 at 4% or $60,453 at 6%.
201518$534,553$46,914$5,864iApproximate average salary by contribution assumption: employee only about $146,606 at 4% or $97,738 at 6%; with 50% employer match about $97,738 at 4% or $65,158 at 6%; with 100% employer match about $73,303 at 4% or $48,869 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-8$534,553$46,914$5,864iApproximate average salary by contribution assumption: employee only about $146,606 at 4% or $97,738 at 6%; with 50% employer match about $97,738 at 4% or $65,158 at 6%; with 100% employer match about $73,303 at 4% or $48,869 at 6%.
2014111$514,449$56,774$5,161iApproximate average salary by contribution assumption: employee only about $129,032 at 4% or $86,021 at 6%; with 50% employer match about $86,021 at 4% or $57,347 at 6%; with 100% employer match about $64,516 at 4% or $43,011 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-11$514,449$56,774$5,161iApproximate average salary by contribution assumption: employee only about $129,032 at 4% or $86,021 at 6%; with 50% employer match about $86,021 at 4% or $57,347 at 6%; with 100% employer match about $64,516 at 4% or $43,011 at 6%.
2013112$467,794$62,488$5,207iApproximate average salary by contribution assumption: employee only about $130,183 at 4% or $86,789 at 6%; with 50% employer match about $86,789 at 4% or $57,859 at 6%; with 100% employer match about $65,092 at 4% or $43,394 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-12$467,794$62,488$5,207iApproximate average salary by contribution assumption: employee only about $130,183 at 4% or $86,789 at 6%; with 50% employer match about $86,789 at 4% or $57,859 at 6%; with 100% employer match about $65,092 at 4% or $43,394 at 6%.
2012113$362,196$68,974$5,306iApproximate average salary by contribution assumption: employee only about $132,642 at 4% or $88,428 at 6%; with 50% employer match about $88,428 at 4% or $58,952 at 6%; with 100% employer match about $66,321 at 4% or $44,214 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-13$362,196$68,974$5,306iApproximate average salary by contribution assumption: employee only about $132,642 at 4% or $88,428 at 6%; with 50% employer match about $88,428 at 4% or $58,952 at 6%; with 100% employer match about $66,321 at 4% or $44,214 at 6%.
2011113$261,888$63,908$4,916iApproximate average salary by contribution assumption: employee only about $122,900 at 4% or $81,933 at 6%; with 50% employer match about $81,933 at 4% or $54,622 at 6%; with 100% employer match about $61,450 at 4% or $40,967 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-13$261,888$63,908$4,916iApproximate average salary by contribution assumption: employee only about $122,900 at 4% or $81,933 at 6%; with 50% employer match about $81,933 at 4% or $54,622 at 6%; with 100% employer match about $61,450 at 4% or $40,967 at 6%.
201018$191,890$55,167$6,896iApproximate average salary by contribution assumption: employee only about $172,397 at 4% or $114,931 at 6%; with 50% employer match about $114,931 at 4% or $76,621 at 6%; with 100% employer match about $86,198 at 4% or $57,466 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-8$191,890$55,167$6,896iApproximate average salary by contribution assumption: employee only about $172,397 at 4% or $114,931 at 6%; with 50% employer match about $114,931 at 4% or $76,621 at 6%; with 100% employer match about $86,198 at 4% or $57,466 at 6%.
200918$119,792$46,086$5,761iApproximate average salary by contribution assumption: employee only about $144,019 at 4% or $96,013 at 6%; with 50% employer match about $96,013 at 4% or $64,008 at 6%; with 100% employer match about $72,009 at 4% or $48,006 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-8$119,792$46,086$5,761iApproximate average salary by contribution assumption: employee only about $144,019 at 4% or $96,013 at 6%; with 50% employer match about $96,013 at 4% or $64,008 at 6%; with 100% employer match about $72,009 at 4% or $48,006 at 6%.
2008113$74,141$73,346$5,642iApproximate average salary by contribution assumption: employee only about $141,050 at 4% or $94,033 at 6%; with 50% employer match about $94,033 at 4% or $62,689 at 6%; with 100% employer match about $70,525 at 4% or $47,017 at 6%.
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-13$74,141$73,346$5,642iApproximate average salary by contribution assumption: employee only about $141,050 at 4% or $94,033 at 6%; with 50% employer match about $94,033 at 4% or $62,689 at 6%; with 100% employer match about $70,525 at 4% or $47,017 at 6%.
2007115$0$0-
Evaluation Due Diligence & 401K Profit Sharing Plan & Trust-15---