Civic Intelligence

Envestnet Asset Management Inc.

Plan context: Envestnet 401(K) Retirement Plan

EIN 36-4319587 • Chicago, IL • 29 filings • 5 plans

35 E Wacker Dr Ste 2400Chicago, IL 60601
Current Snapshot

Latest Year

2017

2017 Participants

1,247

2017 Assets

$71,015,985

2017 Contributions

$13,853,947

Historical Graphs

Total Assets Over Time

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

$71,015,985$35,507,993$0200720122016YearValue
$71,015,985Latest year 2016

Participants Over Time

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

1,2476240200520112017YearValue
1,247Latest year 2017

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
201711,247$0$0-
Envestnet Health, Welfare and Income Protection Plan-1,247---
201621,211$71,015,985$13,853,947$11,440iApproximate average salary by contribution assumption: employee only about $286,002 at 4% or $190,668 at 6%; with 50% employer match about $190,668 at 4% or $127,112 at 6%; with 100% employer match about $143,001 at 4% or $95,334 at 6%.
Envestnet 401(K) Retirement Plan-1,211$71,015,985$13,853,947$11,440iApproximate average salary by contribution assumption: employee only about $286,002 at 4% or $190,668 at 6%; with 50% employer match about $190,668 at 4% or $127,112 at 6%; with 100% employer match about $143,001 at 4% or $95,334 at 6%.
Envestnet Health, Welfare and Income Protection Plan-1,194---
20152914$46,006,737$9,355,949$10,236iApproximate average salary by contribution assumption: employee only about $255,907 at 4% or $170,604 at 6%; with 50% employer match about $170,604 at 4% or $113,736 at 6%; with 100% employer match about $127,953 at 4% or $85,302 at 6%.
Envestnet 401(K) Retirement Plan-902$46,006,737$9,355,949$10,372iApproximate average salary by contribution assumption: employee only about $259,311 at 4% or $172,874 at 6%; with 50% employer match about $172,874 at 4% or $115,249 at 6%; with 100% employer match about $129,656 at 4% or $86,437 at 6%.
Envestnet Health, Welfare and Income Protection Plan-914---
20142679$35,262,543$7,185,605$10,583iApproximate average salary by contribution assumption: employee only about $264,566 at 4% or $176,377 at 6%; with 50% employer match about $176,377 at 4% or $117,585 at 6%; with 100% employer match about $132,283 at 4% or $88,189 at 6%.
Envestnet 401(K) Retirement Plan-679$35,262,543$7,185,605$10,583iApproximate average salary by contribution assumption: employee only about $264,566 at 4% or $176,377 at 6%; with 50% employer match about $176,377 at 4% or $117,585 at 6%; with 100% employer match about $132,283 at 4% or $88,189 at 6%.
Envestnet Health, Welfare and Income Protection Plan-659---
20132561$27,527,822$6,298,099$11,227iApproximate average salary by contribution assumption: employee only about $280,664 at 4% or $187,109 at 6%; with 50% employer match about $187,109 at 4% or $124,740 at 6%; with 100% employer match about $140,332 at 4% or $93,555 at 6%.
Envestnet 401(K) Retirement Plan-561$27,527,822$6,298,099$11,227iApproximate average salary by contribution assumption: employee only about $280,664 at 4% or $187,109 at 6%; with 50% employer match about $187,109 at 4% or $124,740 at 6%; with 100% employer match about $140,332 at 4% or $93,555 at 6%.
Envestnet Health, Welfare and Income Protection Plan-492---
20122454$17,771,347$4,134,638$9,107iApproximate average salary by contribution assumption: employee only about $227,678 at 4% or $151,786 at 6%; with 50% employer match about $151,786 at 4% or $101,190 at 6%; with 100% employer match about $113,839 at 4% or $75,893 at 6%.
Envestnet 401(K) Retirement Plan-454$17,771,347$4,134,638$9,107iApproximate average salary by contribution assumption: employee only about $227,678 at 4% or $151,786 at 6%; with 50% employer match about $151,786 at 4% or $101,190 at 6%; with 100% employer match about $113,839 at 4% or $75,893 at 6%.
Envestnet Health, Welfare and Income Protection Plan-439---
20112301$12,264,095$2,399,823$7,973iApproximate average salary by contribution assumption: employee only about $199,321 at 4% or $132,881 at 6%; with 50% employer match about $132,881 at 4% or $88,587 at 6%; with 100% employer match about $99,660 at 4% or $66,440 at 6%.
Envestnet 401(K) Retirement Plan-299$12,264,095$2,399,823$8,026iApproximate average salary by contribution assumption: employee only about $200,654 at 4% or $133,769 at 6%; with 50% employer match about $133,769 at 4% or $89,180 at 6%; with 100% employer match about $100,327 at 4% or $66,885 at 6%.
Envestnet Health, Welfare and Income Protection Plan-301---
20103273$11,674,365$2,265,079$8,297iApproximate average salary by contribution assumption: employee only about $207,425 at 4% or $138,283 at 6%; with 50% employer match about $138,283 at 4% or $92,189 at 6%; with 100% employer match about $103,712 at 4% or $69,142 at 6%.
Envestnet 401(K) Retirement Plan-273$11,674,365$2,265,079$8,297iApproximate average salary by contribution assumption: employee only about $207,425 at 4% or $138,283 at 6%; with 50% employer match about $138,283 at 4% or $92,189 at 6%; with 100% employer match about $103,712 at 4% or $69,142 at 6%.
ENVESTNET HEALTH AND WELFARE PLAN-0---
Envestnet Health, Welfare and Income Protection Plan-267---
20093222$8,436,714$1,723,230$7,762iApproximate average salary by contribution assumption: employee only about $194,057 at 4% or $129,372 at 6%; with 50% employer match about $129,372 at 4% or $86,248 at 6%; with 100% employer match about $97,029 at 4% or $64,686 at 6%.
Envestnet 401(K) Retirement Plan-222$8,436,714$1,723,230$7,762iApproximate average salary by contribution assumption: employee only about $194,057 at 4% or $129,372 at 6%; with 50% employer match about $129,372 at 4% or $86,248 at 6%; with 100% employer match about $97,029 at 4% or $64,686 at 6%.
Envestnet Health, Welfare and Income Protection Plan-220---
ENVESTNET HEALTH AND WELFARE PLAN-193---
20083222$5,215,525$1,865,913$8,405iApproximate average salary by contribution assumption: employee only about $210,125 at 4% or $140,084 at 6%; with 50% employer match about $140,084 at 4% or $93,389 at 6%; with 100% employer match about $105,063 at 4% or $70,042 at 6%.
Envestnet 401(K) Retirement Plan-222$5,215,525$1,865,913$8,405iApproximate average salary by contribution assumption: employee only about $210,125 at 4% or $140,084 at 6%; with 50% employer match about $140,084 at 4% or $93,389 at 6%; with 100% employer match about $105,063 at 4% or $70,042 at 6%.
ENVESTNET HEALTH AND WELFARE PLAN-197---
Envestnet Health, Welfare and Income Protection Plan-216---
20073220$5,926,403$1,641,743$7,462iApproximate average salary by contribution assumption: employee only about $186,562 at 4% or $124,374 at 6%; with 50% employer match about $124,374 at 4% or $82,916 at 6%; with 100% employer match about $93,281 at 4% or $62,187 at 6%.
Envestnet 401(K) Retirement Plan-199$5,926,403$1,641,743$8,250iApproximate average salary by contribution assumption: employee only about $206,249 at 4% or $137,499 at 6%; with 50% employer match about $137,499 at 4% or $91,666 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%.
ENVESTNET HEALTH AND WELFARE PLAN-198---
Envestnet Health, Welfare and Income Protection Plan-220---
20062175$0$0-
Envestnet Health, Welfare and Income Protection Plan-175---
ENVESTNET HEALTH AND WELFARE PLAN-156---
20052148$0$0-
ENVESTNET HEALTH AND WELFARE PLAN-135---
Envestnet Health, Welfare and Income Protection Plan-148---