Civic Intelligence

M3 Investment Group LLC

Plan context: M3 Investment Group LLC 401(K) Savings Plan

EIN 36-4405876 • Chicago, IL • 22 filings • 5 plans

150 S Wacker Dr 31st FLChicago, IL 60606-4207
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$21,676,679

2024 Contributions

$1,422,589

Historical Graphs

Total Assets Over Time

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

$21,676,679$10,838,340$0200320142024YearValue
$21,676,679Latest year 2024

Participants Over Time

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

48240200220142024YearValue
48Latest 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
2024148$21,676,679$1,422,589$29,637iApproximate average salary by contribution assumption: employee only about $740,932 at 4% or $493,955 at 6%; with 50% employer match about $493,955 at 4% or $329,303 at 6%; with 100% employer match about $370,466 at 4% or $246,977 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-48$21,676,679$1,422,589$29,637iApproximate average salary by contribution assumption: employee only about $740,932 at 4% or $493,955 at 6%; with 50% employer match about $493,955 at 4% or $329,303 at 6%; with 100% employer match about $370,466 at 4% or $246,977 at 6%.
2023145$18,085,011$1,340,301$29,784iApproximate average salary by contribution assumption: employee only about $744,612 at 4% or $496,408 at 6%; with 50% employer match about $496,408 at 4% or $330,939 at 6%; with 100% employer match about $372,306 at 4% or $248,204 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-45$18,085,011$1,340,301$29,784iApproximate average salary by contribution assumption: employee only about $744,612 at 4% or $496,408 at 6%; with 50% employer match about $496,408 at 4% or $330,939 at 6%; with 100% employer match about $372,306 at 4% or $248,204 at 6%.
2022147$15,000,588$1,308,637$27,843iApproximate average salary by contribution assumption: employee only about $696,084 at 4% or $464,056 at 6%; with 50% employer match about $464,056 at 4% or $309,370 at 6%; with 100% employer match about $348,042 at 4% or $232,028 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-47$15,000,588$1,308,637$27,843iApproximate average salary by contribution assumption: employee only about $696,084 at 4% or $464,056 at 6%; with 50% employer match about $464,056 at 4% or $309,370 at 6%; with 100% employer match about $348,042 at 4% or $232,028 at 6%.
2021146$16,931,473$843,293$18,332iApproximate average salary by contribution assumption: employee only about $458,311 at 4% or $305,541 at 6%; with 50% employer match about $305,541 at 4% or $203,694 at 6%; with 100% employer match about $229,156 at 4% or $152,770 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-46$16,931,473$843,293$18,332iApproximate average salary by contribution assumption: employee only about $458,311 at 4% or $305,541 at 6%; with 50% employer match about $305,541 at 4% or $203,694 at 6%; with 100% employer match about $229,156 at 4% or $152,770 at 6%.
2020142$13,996,687$821,180$19,552iApproximate average salary by contribution assumption: employee only about $488,798 at 4% or $325,865 at 6%; with 50% employer match about $325,865 at 4% or $217,243 at 6%; with 100% employer match about $244,399 at 4% or $162,933 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-42$13,996,687$821,180$19,552iApproximate average salary by contribution assumption: employee only about $488,798 at 4% or $325,865 at 6%; with 50% employer match about $325,865 at 4% or $217,243 at 6%; with 100% employer match about $244,399 at 4% or $162,933 at 6%.
2019141$11,698,719$749,809$18,288iApproximate average salary by contribution assumption: employee only about $457,201 at 4% or $304,800 at 6%; with 50% employer match about $304,800 at 4% or $203,200 at 6%; with 100% employer match about $228,600 at 4% or $152,400 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-41$11,698,719$749,809$18,288iApproximate average salary by contribution assumption: employee only about $457,201 at 4% or $304,800 at 6%; with 50% employer match about $304,800 at 4% or $203,200 at 6%; with 100% employer match about $228,600 at 4% or $152,400 at 6%.
2018137$8,858,573$661,244$17,871iApproximate average salary by contribution assumption: employee only about $446,786 at 4% or $297,858 at 6%; with 50% employer match about $297,858 at 4% or $198,572 at 6%; with 100% employer match about $223,393 at 4% or $148,929 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-37$8,858,573$661,244$17,871iApproximate average salary by contribution assumption: employee only about $446,786 at 4% or $297,858 at 6%; with 50% employer match about $297,858 at 4% or $198,572 at 6%; with 100% employer match about $223,393 at 4% or $148,929 at 6%.
2017136$9,222,323$586,295$16,286iApproximate average salary by contribution assumption: employee only about $407,149 at 4% or $271,433 at 6%; with 50% employer match about $271,433 at 4% or $180,955 at 6%; with 100% employer match about $203,575 at 4% or $135,716 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-36$9,222,323$586,295$16,286iApproximate average salary by contribution assumption: employee only about $407,149 at 4% or $271,433 at 6%; with 50% employer match about $271,433 at 4% or $180,955 at 6%; with 100% employer match about $203,575 at 4% or $135,716 at 6%.
2016134$7,360,798$573,568$16,870iApproximate average salary by contribution assumption: employee only about $421,741 at 4% or $281,161 at 6%; with 50% employer match about $281,161 at 4% or $187,441 at 6%; with 100% employer match about $210,871 at 4% or $140,580 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-34$7,360,798$573,568$16,870iApproximate average salary by contribution assumption: employee only about $421,741 at 4% or $281,161 at 6%; with 50% employer match about $281,161 at 4% or $187,441 at 6%; with 100% employer match about $210,871 at 4% or $140,580 at 6%.
2015135$6,257,027$549,891$15,711iApproximate average salary by contribution assumption: employee only about $392,779 at 4% or $261,853 at 6%; with 50% employer match about $261,853 at 4% or $174,569 at 6%; with 100% employer match about $196,390 at 4% or $130,926 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-35$6,257,027$549,891$15,711iApproximate average salary by contribution assumption: employee only about $392,779 at 4% or $261,853 at 6%; with 50% employer match about $261,853 at 4% or $174,569 at 6%; with 100% employer match about $196,390 at 4% or $130,926 at 6%.
2014135$6,007,529$447,363$12,782iApproximate average salary by contribution assumption: employee only about $319,545 at 4% or $213,030 at 6%; with 50% employer match about $213,030 at 4% or $142,020 at 6%; with 100% employer match about $159,773 at 4% or $106,515 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-35$6,007,529$447,363$12,782iApproximate average salary by contribution assumption: employee only about $319,545 at 4% or $213,030 at 6%; with 50% employer match about $213,030 at 4% or $142,020 at 6%; with 100% employer match about $159,773 at 4% or $106,515 at 6%.
2013140$7,431,829$627,703$15,693iApproximate average salary by contribution assumption: employee only about $392,314 at 4% or $261,543 at 6%; with 50% employer match about $261,543 at 4% or $174,362 at 6%; with 100% employer match about $196,157 at 4% or $130,771 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-40$7,431,829$627,703$15,693iApproximate average salary by contribution assumption: employee only about $392,314 at 4% or $261,543 at 6%; with 50% employer match about $261,543 at 4% or $174,362 at 6%; with 100% employer match about $196,157 at 4% or $130,771 at 6%.
2012140$5,814,694$582,426$14,561iApproximate average salary by contribution assumption: employee only about $364,016 at 4% or $242,678 at 6%; with 50% employer match about $242,678 at 4% or $161,785 at 6%; with 100% employer match about $182,008 at 4% or $121,339 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-40$5,814,694$582,426$14,561iApproximate average salary by contribution assumption: employee only about $364,016 at 4% or $242,678 at 6%; with 50% employer match about $242,678 at 4% or $161,785 at 6%; with 100% employer match about $182,008 at 4% or $121,339 at 6%.
2011135$4,715,810$573,831$16,395iApproximate average salary by contribution assumption: employee only about $409,879 at 4% or $273,253 at 6%; with 50% employer match about $273,253 at 4% or $182,169 at 6%; with 100% employer match about $204,940 at 4% or $136,626 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-35$4,715,810$573,831$16,395iApproximate average salary by contribution assumption: employee only about $409,879 at 4% or $273,253 at 6%; with 50% employer match about $273,253 at 4% or $182,169 at 6%; with 100% employer match about $204,940 at 4% or $136,626 at 6%.
2010137$4,491,241$513,245$13,871iApproximate average salary by contribution assumption: employee only about $346,787 at 4% or $231,191 at 6%; with 50% employer match about $231,191 at 4% or $154,128 at 6%; with 100% employer match about $173,394 at 4% or $115,596 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-37$4,491,241$513,245$13,871iApproximate average salary by contribution assumption: employee only about $346,787 at 4% or $231,191 at 6%; with 50% employer match about $231,191 at 4% or $154,128 at 6%; with 100% employer match about $173,394 at 4% or $115,596 at 6%.
2009143$3,753,040$619,441$14,406iApproximate average salary by contribution assumption: employee only about $360,140 at 4% or $240,093 at 6%; with 50% employer match about $240,093 at 4% or $160,062 at 6%; with 100% employer match about $180,070 at 4% or $120,047 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-43$3,753,040$619,441$14,406iApproximate average salary by contribution assumption: employee only about $360,140 at 4% or $240,093 at 6%; with 50% employer match about $240,093 at 4% or $160,062 at 6%; with 100% employer match about $180,070 at 4% or $120,047 at 6%.
2007145$3,726,196$766,126$17,025iApproximate average salary by contribution assumption: employee only about $425,626 at 4% or $283,750 at 6%; with 50% employer match about $283,750 at 4% or $189,167 at 6%; with 100% employer match about $212,813 at 4% or $141,875 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-45$3,726,196$766,126$17,025iApproximate average salary by contribution assumption: employee only about $425,626 at 4% or $283,750 at 6%; with 50% employer match about $283,750 at 4% or $189,167 at 6%; with 100% employer match about $212,813 at 4% or $141,875 at 6%.
2006138$2,771,563$514,716$13,545iApproximate average salary by contribution assumption: employee only about $338,629 at 4% or $225,753 at 6%; with 50% employer match about $225,753 at 4% or $150,502 at 6%; with 100% employer match about $169,314 at 4% or $112,876 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-38$2,771,563$514,716$13,545iApproximate average salary by contribution assumption: employee only about $338,629 at 4% or $225,753 at 6%; with 50% employer match about $225,753 at 4% or $150,502 at 6%; with 100% employer match about $169,314 at 4% or $112,876 at 6%.
2005127$2,005,817$335,573$12,429iApproximate average salary by contribution assumption: employee only about $310,716 at 4% or $207,144 at 6%; with 50% employer match about $207,144 at 4% or $138,096 at 6%; with 100% employer match about $155,358 at 4% or $103,572 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-27$2,005,817$335,573$12,429iApproximate average salary by contribution assumption: employee only about $310,716 at 4% or $207,144 at 6%; with 50% employer match about $207,144 at 4% or $138,096 at 6%; with 100% employer match about $155,358 at 4% or $103,572 at 6%.
2004127$1,584,570$341,617$12,652iApproximate average salary by contribution assumption: employee only about $316,312 at 4% or $210,875 at 6%; with 50% employer match about $210,875 at 4% or $140,583 at 6%; with 100% employer match about $158,156 at 4% or $105,437 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-27$1,584,570$341,617$12,652iApproximate average salary by contribution assumption: employee only about $316,312 at 4% or $210,875 at 6%; with 50% employer match about $210,875 at 4% or $140,583 at 6%; with 100% employer match about $158,156 at 4% or $105,437 at 6%.
2003124$1,166,195$258,954$10,790iApproximate average salary by contribution assumption: employee only about $269,744 at 4% or $179,829 at 6%; with 50% employer match about $179,829 at 4% or $119,886 at 6%; with 100% employer match about $134,872 at 4% or $89,915 at 6%.
M3 Investment Group LLC 401(K) Savings Plan-24$1,166,195$258,954$10,790iApproximate average salary by contribution assumption: employee only about $269,744 at 4% or $179,829 at 6%; with 50% employer match about $179,829 at 4% or $119,886 at 6%; with 100% employer match about $134,872 at 4% or $89,915 at 6%.
2002123$0$0-
M3 Investment Group LLC 401(K) Savings Plan-23---