Civic Intelligence

Continental Advisors LLC

Plan context: Continental Advisors 401(K) Plan

EIN 36-4290779 • Chicago, IL • 23 filings • 3 plans

227 West Monroe Street, Suite 5050Chicago, IL 60606
Current Snapshot

Latest Year

2020

2020 Participants

7

2020 Assets

$6,393,552

2020 Contributions

$23,073

Historical Graphs

Total Assets Over Time

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

$7,748,134$3,874,067$0200420122019YearValue
$6,393,552Latest year 2019

Participants Over Time

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

840200420122019YearValue
7Latest year 2019

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
202010$0$0-
Continental Advisors 401(K) Plan-0$0--
201927$6,393,552$23,073$3,296iApproximate average salary by contribution assumption: employee only about $82,404 at 4% or $54,936 at 6%; with 50% employer match about $54,936 at 4% or $36,624 at 6%; with 100% employer match about $41,202 at 4% or $27,468 at 6%.
Continental Advisors 401(K) Plan-7$6,393,552$23,073$3,296iApproximate average salary by contribution assumption: employee only about $82,404 at 4% or $54,936 at 6%; with 50% employer match about $54,936 at 4% or $36,624 at 6%; with 100% employer match about $41,202 at 4% or $27,468 at 6%.
CONTINENTAL ADVISORS LLC CASH BALANCE PLAN-0$0$0-
201827$7,748,134$1,002,106$143,158iApproximate average salary by contribution assumption: employee only about $3,578,950 at 4% or $2,385,967 at 6%; with 50% employer match about $2,385,967 at 4% or $1,590,644 at 6%; with 100% employer match about $1,789,475 at 4% or $1,192,983 at 6%.
Continental Advisors 401(K) Plan-7$5,234,626$308,400$44,057iApproximate average salary by contribution assumption: employee only about $1,101,429 at 4% or $734,286 at 6%; with 50% employer match about $734,286 at 4% or $489,524 at 6%; with 100% employer match about $550,714 at 4% or $367,143 at 6%.
CONTINENTAL ADVISORS LLC CASH BALANCE PLAN-7$2,513,508$693,706$99,101iApproximate average salary by contribution assumption: employee only about $2,477,521 at 4% or $1,651,681 at 6%; with 50% employer match about $1,651,681 at 4% or $1,101,121 at 6%; with 100% employer match about $1,238,761 at 4% or $825,840 at 6%.
201727$7,176,952$1,126,859$160,980iApproximate average salary by contribution assumption: employee only about $4,024,496 at 4% or $2,682,998 at 6%; with 50% employer match about $2,682,998 at 4% or $1,788,665 at 6%; with 100% employer match about $2,012,248 at 4% or $1,341,499 at 6%.
Continental Advisors 401(K) Plan-7$5,098,006$295,565$42,224iApproximate average salary by contribution assumption: employee only about $1,055,589 at 4% or $703,726 at 6%; with 50% employer match about $703,726 at 4% or $469,151 at 6%; with 100% employer match about $527,795 at 4% or $351,863 at 6%.
CONTINENTAL ADVISORS LLC CASH BALANCE PLAN-7$2,078,946$831,294$118,756iApproximate average salary by contribution assumption: employee only about $2,968,907 at 4% or $1,979,271 at 6%; with 50% employer match about $1,979,271 at 4% or $1,319,514 at 6%; with 100% employer match about $1,484,454 at 4% or $989,636 at 6%.
201627$5,140,396$599,277$85,611iApproximate average salary by contribution assumption: employee only about $2,140,275 at 4% or $1,426,850 at 6%; with 50% employer match about $1,426,850 at 4% or $951,233 at 6%; with 100% employer match about $1,070,138 at 4% or $713,425 at 6%.
Continental Advisors 401(K) Plan-7$4,025,245$286,016$40,859iApproximate average salary by contribution assumption: employee only about $1,021,486 at 4% or $680,990 at 6%; with 50% employer match about $680,990 at 4% or $453,994 at 6%; with 100% employer match about $510,743 at 4% or $340,495 at 6%.
CONTINENTAL ADVISORS LLC CASH BALANCE PLAN-7$1,115,151$313,261$44,752iApproximate average salary by contribution assumption: employee only about $1,118,789 at 4% or $745,860 at 6%; with 50% employer match about $745,860 at 4% or $497,240 at 6%; with 100% employer match about $559,395 at 4% or $372,930 at 6%.
201527$3,929,694$611,725$87,389iApproximate average salary by contribution assumption: employee only about $2,184,732 at 4% or $1,456,488 at 6%; with 50% employer match about $1,456,488 at 4% or $970,992 at 6%; with 100% employer match about $1,092,366 at 4% or $728,244 at 6%.
Continental Advisors 401(K) Plan-7$3,287,509$273,720$39,103iApproximate average salary by contribution assumption: employee only about $977,571 at 4% or $651,714 at 6%; with 50% employer match about $651,714 at 4% or $434,476 at 6%; with 100% employer match about $488,786 at 4% or $325,857 at 6%.
CONTINENTAL ADVISORS LLC CASH BALANCE PLAN-5$642,185$338,005$67,601iApproximate average salary by contribution assumption: employee only about $1,690,025 at 4% or $1,126,683 at 6%; with 50% employer match about $1,126,683 at 4% or $751,122 at 6%; with 100% employer match about $845,013 at 4% or $563,342 at 6%.
201428$3,390,248$630,708$78,839iApproximate average salary by contribution assumption: employee only about $1,970,963 at 4% or $1,313,975 at 6%; with 50% employer match about $1,313,975 at 4% or $875,983 at 6%; with 100% employer match about $985,481 at 4% or $656,988 at 6%.
Continental Advisors 401(K) Plan-8$3,076,987$317,447$39,681iApproximate average salary by contribution assumption: employee only about $992,022 at 4% or $661,348 at 6%; with 50% employer match about $661,348 at 4% or $440,899 at 6%; with 100% employer match about $496,011 at 4% or $330,674 at 6%.
CONTINENTAL ADVISORS LLC CASH BALANCE PLAN-7$313,261$313,261$44,752iApproximate average salary by contribution assumption: employee only about $1,118,789 at 4% or $745,860 at 6%; with 50% employer match about $745,860 at 4% or $497,240 at 6%; with 100% employer match about $559,395 at 4% or $372,930 at 6%.
201316$2,575,319$254,610$42,435iApproximate average salary by contribution assumption: employee only about $1,060,875 at 4% or $707,250 at 6%; with 50% employer match about $707,250 at 4% or $471,500 at 6%; with 100% employer match about $530,438 at 4% or $353,625 at 6%.
Continental Advisors 401(K) Plan-6$2,575,319$254,610$42,435iApproximate average salary by contribution assumption: employee only about $1,060,875 at 4% or $707,250 at 6%; with 50% employer match about $707,250 at 4% or $471,500 at 6%; with 100% employer match about $530,438 at 4% or $353,625 at 6%.
201217$1,909,331$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
Continental Advisors 401(K) Plan-7$1,909,331$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
201118$1,450,635$195,805$24,476iApproximate average salary by contribution assumption: employee only about $611,891 at 4% or $407,927 at 6%; with 50% employer match about $407,927 at 4% or $271,951 at 6%; with 100% employer match about $305,945 at 4% or $203,964 at 6%.
Continental Advisors 401(K) Plan-8$1,450,635$195,805$24,476iApproximate average salary by contribution assumption: employee only about $611,891 at 4% or $407,927 at 6%; with 50% employer match about $407,927 at 4% or $271,951 at 6%; with 100% employer match about $305,945 at 4% or $203,964 at 6%.
201017$1,363,862$218,854$31,265iApproximate average salary by contribution assumption: employee only about $781,621 at 4% or $521,081 at 6%; with 50% employer match about $521,081 at 4% or $347,387 at 6%; with 100% employer match about $390,811 at 4% or $260,540 at 6%.
Continental Advisors 401(K) Plan-7$1,363,862$218,854$31,265iApproximate average salary by contribution assumption: employee only about $781,621 at 4% or $521,081 at 6%; with 50% employer match about $521,081 at 4% or $347,387 at 6%; with 100% employer match about $390,811 at 4% or $260,540 at 6%.
200918$1,022,325$225,914$28,239iApproximate average salary by contribution assumption: employee only about $705,981 at 4% or $470,654 at 6%; with 50% employer match about $470,654 at 4% or $313,769 at 6%; with 100% employer match about $352,991 at 4% or $235,327 at 6%.
Continental Advisors 401(K) Plan-8$1,022,325$225,914$28,239iApproximate average salary by contribution assumption: employee only about $705,981 at 4% or $470,654 at 6%; with 50% employer match about $470,654 at 4% or $313,769 at 6%; with 100% employer match about $352,991 at 4% or $235,327 at 6%.
200817$625,482$143,553$20,508iApproximate average salary by contribution assumption: employee only about $512,689 at 4% or $341,793 at 6%; with 50% employer match about $341,793 at 4% or $227,862 at 6%; with 100% employer match about $256,345 at 4% or $170,896 at 6%.
Continental Advisors 401(K) Plan-7$625,482$143,553$20,508iApproximate average salary by contribution assumption: employee only about $512,689 at 4% or $341,793 at 6%; with 50% employer match about $341,793 at 4% or $227,862 at 6%; with 100% employer match about $256,345 at 4% or $170,896 at 6%.
200716$758,246$124,592$20,765iApproximate average salary by contribution assumption: employee only about $519,133 at 4% or $346,089 at 6%; with 50% employer match about $346,089 at 4% or $230,726 at 6%; with 100% employer match about $259,567 at 4% or $173,044 at 6%.
Continental Advisors 401(K) Plan-6$758,246$124,592$20,765iApproximate average salary by contribution assumption: employee only about $519,133 at 4% or $346,089 at 6%; with 50% employer match about $346,089 at 4% or $230,726 at 6%; with 100% employer match about $259,567 at 4% or $173,044 at 6%.
200616$609,529$205,783$34,297iApproximate average salary by contribution assumption: employee only about $857,429 at 4% or $571,619 at 6%; with 50% employer match about $571,619 at 4% or $381,080 at 6%; with 100% employer match about $428,715 at 4% or $285,810 at 6%.
Continental Advisors 401(K) Plan-6$609,529$205,783$34,297iApproximate average salary by contribution assumption: employee only about $857,429 at 4% or $571,619 at 6%; with 50% employer match about $571,619 at 4% or $381,080 at 6%; with 100% employer match about $428,715 at 4% or $285,810 at 6%.
200517$364,441$196,061$28,009iApproximate average salary by contribution assumption: employee only about $700,218 at 4% or $466,812 at 6%; with 50% employer match about $466,812 at 4% or $311,208 at 6%; with 100% employer match about $350,109 at 4% or $233,406 at 6%.
Continental Advisors 401(K) Plan-7$364,441$196,061$28,009iApproximate average salary by contribution assumption: employee only about $700,218 at 4% or $466,812 at 6%; with 50% employer match about $466,812 at 4% or $311,208 at 6%; with 100% employer match about $350,109 at 4% or $233,406 at 6%.
200417$155,657$155,393$22,199iApproximate average salary by contribution assumption: employee only about $554,975 at 4% or $369,983 at 6%; with 50% employer match about $369,983 at 4% or $246,656 at 6%; with 100% employer match about $277,488 at 4% or $184,992 at 6%.
Continental Advisors 401(K) Plan-7$155,657$155,393$22,199iApproximate average salary by contribution assumption: employee only about $554,975 at 4% or $369,983 at 6%; with 50% employer match about $369,983 at 4% or $246,656 at 6%; with 100% employer match about $277,488 at 4% or $184,992 at 6%.