Efficient Capital Management LLC
Plan context: Efficient Capital Management LLC 401(K) Plan
EIN 36-4276379 • Warrenville, IL • 23 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
29
2024 Assets
$19,604,500
2024 Contributions
$1,490,770
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 | 29 | $19,604,500 | $1,490,770 | $51,406iApproximate average salary by contribution assumption: employee only about $1,285,147 at 4% or $856,764 at 6%; with 50% employer match about $856,764 at 4% or $571,176 at 6%; with 100% employer match about $642,573 at 4% or $428,382 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 29 | $19,604,500 | $1,490,770 | $51,406iApproximate average salary by contribution assumption: employee only about $1,285,147 at 4% or $856,764 at 6%; with 50% employer match about $856,764 at 4% or $571,176 at 6%; with 100% employer match about $642,573 at 4% or $428,382 at 6%. |
| 2023 | 1 | 28 | $16,062,129 | $1,096,893 | $39,175iApproximate average salary by contribution assumption: employee only about $979,369 at 4% or $652,913 at 6%; with 50% employer match about $652,913 at 4% or $435,275 at 6%; with 100% employer match about $489,684 at 4% or $326,456 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 28 | $16,062,129 | $1,096,893 | $39,175iApproximate average salary by contribution assumption: employee only about $979,369 at 4% or $652,913 at 6%; with 50% employer match about $652,913 at 4% or $435,275 at 6%; with 100% employer match about $489,684 at 4% or $326,456 at 6%. |
| 2022 | 1 | 25 | $13,367,795 | $1,005,291 | $40,212iApproximate average salary by contribution assumption: employee only about $1,005,291 at 4% or $670,194 at 6%; with 50% employer match about $670,194 at 4% or $446,796 at 6%; with 100% employer match about $502,646 at 4% or $335,097 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 25 | $13,367,795 | $1,005,291 | $40,212iApproximate average salary by contribution assumption: employee only about $1,005,291 at 4% or $670,194 at 6%; with 50% employer match about $670,194 at 4% or $446,796 at 6%; with 100% employer match about $502,646 at 4% or $335,097 at 6%. |
| 2021 | 1 | 25 | $15,782,189 | $966,616 | $38,665iApproximate average salary by contribution assumption: employee only about $966,616 at 4% or $644,411 at 6%; with 50% employer match about $644,411 at 4% or $429,607 at 6%; with 100% employer match about $483,308 at 4% or $322,205 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 25 | $15,782,189 | $966,616 | $38,665iApproximate average salary by contribution assumption: employee only about $966,616 at 4% or $644,411 at 6%; with 50% employer match about $644,411 at 4% or $429,607 at 6%; with 100% employer match about $483,308 at 4% or $322,205 at 6%. |
| 2020 | 1 | 26 | $14,415,088 | $908,230 | $34,932iApproximate average salary by contribution assumption: employee only about $873,298 at 4% or $582,199 at 6%; with 50% employer match about $582,199 at 4% or $388,132 at 6%; with 100% employer match about $436,649 at 4% or $291,099 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 26 | $14,415,088 | $908,230 | $34,932iApproximate average salary by contribution assumption: employee only about $873,298 at 4% or $582,199 at 6%; with 50% employer match about $582,199 at 4% or $388,132 at 6%; with 100% employer match about $436,649 at 4% or $291,099 at 6%. |
| 2019 | 1 | 29 | $12,620,931 | $501,828 | $17,304iApproximate average salary by contribution assumption: employee only about $432,610 at 4% or $288,407 at 6%; with 50% employer match about $288,407 at 4% or $192,271 at 6%; with 100% employer match about $216,305 at 4% or $144,203 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 29 | $12,620,931 | $501,828 | $17,304iApproximate average salary by contribution assumption: employee only about $432,610 at 4% or $288,407 at 6%; with 50% employer match about $288,407 at 4% or $192,271 at 6%; with 100% employer match about $216,305 at 4% or $144,203 at 6%. |
| 2018 | 1 | 30 | $10,508,048 | $781,187 | $26,040iApproximate average salary by contribution assumption: employee only about $650,989 at 4% or $433,993 at 6%; with 50% employer match about $433,993 at 4% or $289,329 at 6%; with 100% employer match about $325,495 at 4% or $216,996 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 30 | $10,508,048 | $781,187 | $26,040iApproximate average salary by contribution assumption: employee only about $650,989 at 4% or $433,993 at 6%; with 50% employer match about $433,993 at 4% or $289,329 at 6%; with 100% employer match about $325,495 at 4% or $216,996 at 6%. |
| 2017 | 1 | 27 | $10,406,853 | $750,395 | $27,792iApproximate average salary by contribution assumption: employee only about $694,810 at 4% or $463,207 at 6%; with 50% employer match about $463,207 at 4% or $308,805 at 6%; with 100% employer match about $347,405 at 4% or $231,603 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 27 | $10,406,853 | $750,395 | $27,792iApproximate average salary by contribution assumption: employee only about $694,810 at 4% or $463,207 at 6%; with 50% employer match about $463,207 at 4% or $308,805 at 6%; with 100% employer match about $347,405 at 4% or $231,603 at 6%. |
| 2016 | 1 | 24 | $9,188,318 | $860,018 | $35,834iApproximate average salary by contribution assumption: employee only about $895,852 at 4% or $597,235 at 6%; with 50% employer match about $597,235 at 4% or $398,156 at 6%; with 100% employer match about $447,926 at 4% or $298,617 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 24 | $9,188,318 | $860,018 | $35,834iApproximate average salary by contribution assumption: employee only about $895,852 at 4% or $597,235 at 6%; with 50% employer match about $597,235 at 4% or $398,156 at 6%; with 100% employer match about $447,926 at 4% or $298,617 at 6%. |
| 2015 | 1 | 24 | $8,266,873 | $1,007,771 | $41,990iApproximate average salary by contribution assumption: employee only about $1,049,761 at 4% or $699,841 at 6%; with 50% employer match about $699,841 at 4% or $466,561 at 6%; with 100% employer match about $524,881 at 4% or $349,920 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 24 | $8,266,873 | $1,007,771 | $41,990iApproximate average salary by contribution assumption: employee only about $1,049,761 at 4% or $699,841 at 6%; with 50% employer match about $699,841 at 4% or $466,561 at 6%; with 100% employer match about $524,881 at 4% or $349,920 at 6%. |
| 2014 | 1 | 19 | $8,619,724 | $293,819 | $15,464iApproximate average salary by contribution assumption: employee only about $386,604 at 4% or $257,736 at 6%; with 50% employer match about $257,736 at 4% or $171,824 at 6%; with 100% employer match about $193,302 at 4% or $128,868 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 19 | $8,619,724 | $293,819 | $15,464iApproximate average salary by contribution assumption: employee only about $386,604 at 4% or $257,736 at 6%; with 50% employer match about $257,736 at 4% or $171,824 at 6%; with 100% employer match about $193,302 at 4% or $128,868 at 6%. |
| 2013 | 1 | 27 | $8,242,865 | $314,728 | $11,657iApproximate average salary by contribution assumption: employee only about $291,415 at 4% or $194,277 at 6%; with 50% employer match about $194,277 at 4% or $129,518 at 6%; with 100% employer match about $145,707 at 4% or $97,138 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 27 | $8,242,865 | $314,728 | $11,657iApproximate average salary by contribution assumption: employee only about $291,415 at 4% or $194,277 at 6%; with 50% employer match about $194,277 at 4% or $129,518 at 6%; with 100% employer match about $145,707 at 4% or $97,138 at 6%. |
| 2012 | 1 | 32 | $8,907,717 | $859,349 | $26,855iApproximate average salary by contribution assumption: employee only about $671,366 at 4% or $447,578 at 6%; with 50% employer match about $447,578 at 4% or $298,385 at 6%; with 100% employer match about $335,683 at 4% or $223,789 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 32 | $8,907,717 | $859,349 | $26,855iApproximate average salary by contribution assumption: employee only about $671,366 at 4% or $447,578 at 6%; with 50% employer match about $447,578 at 4% or $298,385 at 6%; with 100% employer match about $335,683 at 4% or $223,789 at 6%. |
| 2011 | 1 | 43 | $8,871,593 | $1,111,729 | $25,854iApproximate average salary by contribution assumption: employee only about $646,354 at 4% or $430,903 at 6%; with 50% employer match about $430,903 at 4% or $287,268 at 6%; with 100% employer match about $323,177 at 4% or $215,451 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 43 | $8,871,593 | $1,111,729 | $25,854iApproximate average salary by contribution assumption: employee only about $646,354 at 4% or $430,903 at 6%; with 50% employer match about $430,903 at 4% or $287,268 at 6%; with 100% employer match about $323,177 at 4% or $215,451 at 6%. |
| 2010 | 1 | 46 | $8,352,436 | $1,474,453 | $32,053iApproximate average salary by contribution assumption: employee only about $801,333 at 4% or $534,222 at 6%; with 50% employer match about $534,222 at 4% or $356,148 at 6%; with 100% employer match about $400,667 at 4% or $267,111 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 46 | $8,352,436 | $1,474,453 | $32,053iApproximate average salary by contribution assumption: employee only about $801,333 at 4% or $534,222 at 6%; with 50% employer match about $534,222 at 4% or $356,148 at 6%; with 100% employer match about $400,667 at 4% or $267,111 at 6%. |
| 2009 | 1 | 38 | $5,786,288 | $1,249,310 | $32,877iApproximate average salary by contribution assumption: employee only about $821,914 at 4% or $547,943 at 6%; with 50% employer match about $547,943 at 4% or $365,295 at 6%; with 100% employer match about $410,957 at 4% or $273,971 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 38 | $5,786,288 | $1,249,310 | $32,877iApproximate average salary by contribution assumption: employee only about $821,914 at 4% or $547,943 at 6%; with 50% employer match about $547,943 at 4% or $365,295 at 6%; with 100% employer match about $410,957 at 4% or $273,971 at 6%. |
| 2008 | 1 | 29 | $3,301,967 | $1,109,977 | $38,275iApproximate average salary by contribution assumption: employee only about $956,877 at 4% or $637,918 at 6%; with 50% employer match about $637,918 at 4% or $425,279 at 6%; with 100% employer match about $478,438 at 4% or $318,959 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 29 | $3,301,967 | $1,109,977 | $38,275iApproximate average salary by contribution assumption: employee only about $956,877 at 4% or $637,918 at 6%; with 50% employer match about $637,918 at 4% or $425,279 at 6%; with 100% employer match about $478,438 at 4% or $318,959 at 6%. |
| 2007 | 1 | 29 | $0 | $0 | - |
| Efficient Capital Management LLC 401(K) Plan | - | 29 | - | - | - |
| 2006 | 1 | 27 | $3,882,912 | $958,355 | $35,495iApproximate average salary by contribution assumption: employee only about $887,366 at 4% or $591,577 at 6%; with 50% employer match about $591,577 at 4% or $394,385 at 6%; with 100% employer match about $443,683 at 4% or $295,789 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 27 | $3,882,912 | $958,355 | $35,495iApproximate average salary by contribution assumption: employee only about $887,366 at 4% or $591,577 at 6%; with 50% employer match about $591,577 at 4% or $394,385 at 6%; with 100% employer match about $443,683 at 4% or $295,789 at 6%. |
| 2005 | 1 | 30 | $2,794,790 | $986,928 | $32,898iApproximate average salary by contribution assumption: employee only about $822,440 at 4% or $548,293 at 6%; with 50% employer match about $548,293 at 4% or $365,529 at 6%; with 100% employer match about $411,220 at 4% or $274,147 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 30 | $2,794,790 | $986,928 | $32,898iApproximate average salary by contribution assumption: employee only about $822,440 at 4% or $548,293 at 6%; with 50% employer match about $548,293 at 4% or $365,529 at 6%; with 100% employer match about $411,220 at 4% or $274,147 at 6%. |
| 2004 | 1 | 23 | $1,702,044 | $783,143 | $34,050iApproximate average salary by contribution assumption: employee only about $851,242 at 4% or $567,495 at 6%; with 50% employer match about $567,495 at 4% or $378,330 at 6%; with 100% employer match about $425,621 at 4% or $283,747 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 23 | $1,702,044 | $783,143 | $34,050iApproximate average salary by contribution assumption: employee only about $851,242 at 4% or $567,495 at 6%; with 50% employer match about $567,495 at 4% or $378,330 at 6%; with 100% employer match about $425,621 at 4% or $283,747 at 6%. |
| 2003 | 1 | 23 | $823,316 | $748,691 | $32,552iApproximate average salary by contribution assumption: employee only about $813,795 at 4% or $542,530 at 6%; with 50% employer match about $542,530 at 4% or $361,686 at 6%; with 100% employer match about $406,897 at 4% or $271,265 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 23 | $823,316 | $748,691 | $32,552iApproximate average salary by contribution assumption: employee only about $813,795 at 4% or $542,530 at 6%; with 50% employer match about $542,530 at 4% or $361,686 at 6%; with 100% employer match about $406,897 at 4% or $271,265 at 6%. |
| 2002 | 1 | 17 | $45,802 | $45,306 | $2,665iApproximate average salary by contribution assumption: employee only about $66,626 at 4% or $44,418 at 6%; with 50% employer match about $44,418 at 4% or $29,612 at 6%; with 100% employer match about $33,313 at 4% or $22,209 at 6%. |
| Efficient Capital Management LLC 401(K) Plan | - | 17 | $45,802 | $45,306 | $2,665iApproximate average salary by contribution assumption: employee only about $66,626 at 4% or $44,418 at 6%; with 50% employer match about $44,418 at 4% or $29,612 at 6%; with 100% employer match about $33,313 at 4% or $22,209 at 6%. |