Civic Intelligence

Long Grove Financial Services

Plan context: Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust

EIN 36-4397338 • Long Grove, IL • 18 filings • 6 plans

4180 No Route 83 Ste 8Long Grove, IL 60047
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$300,502

2022 Contributions

$16,496

Historical Graphs

Total Assets Over Time

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

$681,764$340,882$0200920152021YearValue
$300,502Latest year 2021

Participants Over Time

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

840200820152021YearValue
3Latest year 2021

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
202210$0$16,496-
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-0$0$16,496-
202113$300,502$37,385$12,462iApproximate average salary by contribution assumption: employee only about $311,542 at 4% or $207,694 at 6%; with 50% employer match about $207,694 at 4% or $138,463 at 6%; with 100% employer match about $155,771 at 4% or $103,847 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-3$300,502$37,385$12,462iApproximate average salary by contribution assumption: employee only about $311,542 at 4% or $207,694 at 6%; with 50% employer match about $207,694 at 4% or $138,463 at 6%; with 100% employer match about $155,771 at 4% or $103,847 at 6%.
202013$464,910$28,585$9,528iApproximate average salary by contribution assumption: employee only about $238,208 at 4% or $158,806 at 6%; with 50% employer match about $158,806 at 4% or $105,870 at 6%; with 100% employer match about $119,104 at 4% or $79,403 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-3$464,910$28,585$9,528iApproximate average salary by contribution assumption: employee only about $238,208 at 4% or $158,806 at 6%; with 50% employer match about $158,806 at 4% or $105,870 at 6%; with 100% employer match about $119,104 at 4% or $79,403 at 6%.
201913$373,951$6,902$2,301iApproximate average salary by contribution assumption: employee only about $57,517 at 4% or $38,344 at 6%; with 50% employer match about $38,344 at 4% or $25,563 at 6%; with 100% employer match about $28,758 at 4% or $19,172 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-3$373,951$6,902$2,301iApproximate average salary by contribution assumption: employee only about $57,517 at 4% or $38,344 at 6%; with 50% employer match about $38,344 at 4% or $25,563 at 6%; with 100% employer match about $28,758 at 4% or $19,172 at 6%.
201814$317,386$6,693$1,673iApproximate average salary by contribution assumption: employee only about $41,831 at 4% or $27,888 at 6%; with 50% employer match about $27,888 at 4% or $18,592 at 6%; with 100% employer match about $20,916 at 4% or $13,944 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-4$317,386$6,693$1,673iApproximate average salary by contribution assumption: employee only about $41,831 at 4% or $27,888 at 6%; with 50% employer match about $27,888 at 4% or $18,592 at 6%; with 100% employer match about $20,916 at 4% or $13,944 at 6%.
201715$631,620$25,549$5,110iApproximate average salary by contribution assumption: employee only about $127,745 at 4% or $85,163 at 6%; with 50% employer match about $85,163 at 4% or $56,776 at 6%; with 100% employer match about $63,873 at 4% or $42,582 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-5$631,620$25,549$5,110iApproximate average salary by contribution assumption: employee only about $127,745 at 4% or $85,163 at 6%; with 50% employer match about $85,163 at 4% or $56,776 at 6%; with 100% employer match about $63,873 at 4% or $42,582 at 6%.
201615$681,764$32,796$6,559iApproximate average salary by contribution assumption: employee only about $163,980 at 4% or $109,320 at 6%; with 50% employer match about $109,320 at 4% or $72,880 at 6%; with 100% employer match about $81,990 at 4% or $54,660 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-5$681,764$32,796$6,559iApproximate average salary by contribution assumption: employee only about $163,980 at 4% or $109,320 at 6%; with 50% employer match about $109,320 at 4% or $72,880 at 6%; with 100% employer match about $81,990 at 4% or $54,660 at 6%.
201516$627,809$30,339$5,057iApproximate average salary by contribution assumption: employee only about $126,413 at 4% or $84,275 at 6%; with 50% employer match about $84,275 at 4% or $56,183 at 6%; with 100% employer match about $63,206 at 4% or $42,138 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-6$627,809$30,339$5,057iApproximate average salary by contribution assumption: employee only about $126,413 at 4% or $84,275 at 6%; with 50% employer match about $84,275 at 4% or $56,183 at 6%; with 100% employer match about $63,206 at 4% or $42,138 at 6%.
201416$599,820$16,512$2,752iApproximate average salary by contribution assumption: employee only about $68,800 at 4% or $45,867 at 6%; with 50% employer match about $45,867 at 4% or $30,578 at 6%; with 100% employer match about $34,400 at 4% or $22,933 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-6$599,820$16,512$2,752iApproximate average salary by contribution assumption: employee only about $68,800 at 4% or $45,867 at 6%; with 50% employer match about $45,867 at 4% or $30,578 at 6%; with 100% employer match about $34,400 at 4% or $22,933 at 6%.
201316$555,163$50,848$8,475iApproximate average salary by contribution assumption: employee only about $211,867 at 4% or $141,244 at 6%; with 50% employer match about $141,244 at 4% or $94,163 at 6%; with 100% employer match about $105,933 at 4% or $70,622 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-6$555,163$50,848$8,475iApproximate average salary by contribution assumption: employee only about $211,867 at 4% or $141,244 at 6%; with 50% employer match about $141,244 at 4% or $94,163 at 6%; with 100% employer match about $105,933 at 4% or $70,622 at 6%.
201218$576,255$83,635$10,454iApproximate average salary by contribution assumption: employee only about $261,359 at 4% or $174,240 at 6%; with 50% employer match about $174,240 at 4% or $116,160 at 6%; with 100% employer match about $130,680 at 4% or $87,120 at 6%.
LONG GROVE FINANCIAL SERVICES LTD 401(K) P/S PLAN-8$576,255$83,635$10,454iApproximate average salary by contribution assumption: employee only about $261,359 at 4% or $174,240 at 6%; with 50% employer match about $174,240 at 4% or $116,160 at 6%; with 100% employer match about $130,680 at 4% or $87,120 at 6%.
201117$429,701$68,939$9,848iApproximate average salary by contribution assumption: employee only about $246,211 at 4% or $164,140 at 6%; with 50% employer match about $164,140 at 4% or $109,427 at 6%; with 100% employer match about $123,105 at 4% or $82,070 at 6%.
LONG GROVE FINANCIAL SERVICES LTD 401(K) P/S PLAN-7$429,701$68,939$9,848iApproximate average salary by contribution assumption: employee only about $246,211 at 4% or $164,140 at 6%; with 50% employer match about $164,140 at 4% or $109,427 at 6%; with 100% employer match about $123,105 at 4% or $82,070 at 6%.
201017$372,247$36,071$5,153iApproximate average salary by contribution assumption: employee only about $128,825 at 4% or $85,883 at 6%; with 50% employer match about $85,883 at 4% or $57,256 at 6%; with 100% employer match about $64,413 at 4% or $42,942 at 6%.
LONG GROVE FINANCIAL SERVICES LTD 401(K) P/S PLAN-7$372,247$36,071$5,153iApproximate average salary by contribution assumption: employee only about $128,825 at 4% or $85,883 at 6%; with 50% employer match about $85,883 at 4% or $57,256 at 6%; with 100% employer match about $64,413 at 4% or $42,942 at 6%.
200947$544,154$301,760$43,109iApproximate average salary by contribution assumption: employee only about $1,077,714 at 4% or $718,476 at 6%; with 50% employer match about $718,476 at 4% or $478,984 at 6%; with 100% employer match about $538,857 at 4% or $359,238 at 6%.
LONG GROVE FINANCIAL SERVICES LTD 401(K) P/S PLAN-5$302,918$136,506$27,301iApproximate average salary by contribution assumption: employee only about $682,530 at 4% or $455,020 at 6%; with 50% employer match about $455,020 at 4% or $303,347 at 6%; with 100% employer match about $341,265 at 4% or $227,510 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-7$105,863$67,549$9,650iApproximate average salary by contribution assumption: employee only about $241,246 at 4% or $160,831 at 6%; with 50% employer match about $160,831 at 4% or $107,221 at 6%; with 100% employer match about $120,623 at 4% or $80,415 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-6$97,891$62,550$10,425iApproximate average salary by contribution assumption: employee only about $260,625 at 4% or $173,750 at 6%; with 50% employer match about $173,750 at 4% or $115,833 at 6%; with 100% employer match about $130,313 at 4% or $86,875 at 6%.
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-5$37,482$35,155$7,031iApproximate average salary by contribution assumption: employee only about $175,775 at 4% or $117,183 at 6%; with 50% employer match about $117,183 at 4% or $78,122 at 6%; with 100% employer match about $87,888 at 4% or $58,592 at 6%.
200817$0$0-
Long Grove Financial Serices 401 (K) Profit Sharing Plan & Trust-7---