Civic Intelligence

Casey Wealth Management Inc.

Plan context: Casey Wealth Management Inc. Retirement Savings Plan

EIN 36-4478732 • Orland Park, IL • 15 filings • 2 plans

15614 S Harlem Avenue, Unit EOrland Park, IL 60462
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$937,697

2024 Contributions

$112,153

Historical Graphs

Total Assets Over Time

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

$1,067,117$533,559$0201520202024YearValue
$937,697Latest year 2024

Participants Over Time

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

320201520202024YearValue
3Latest 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
202413$937,697$112,153$37,384iApproximate average salary by contribution assumption: employee only about $934,608 at 4% or $623,072 at 6%; with 50% employer match about $623,072 at 4% or $415,381 at 6%; with 100% employer match about $467,304 at 4% or $311,536 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-3$937,697$112,153$37,384iApproximate average salary by contribution assumption: employee only about $934,608 at 4% or $623,072 at 6%; with 50% employer match about $623,072 at 4% or $415,381 at 6%; with 100% employer match about $467,304 at 4% or $311,536 at 6%.
202313$787,622$111,750$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-3$787,622$111,750$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
202213$650,843$101,298$33,766iApproximate average salary by contribution assumption: employee only about $844,150 at 4% or $562,767 at 6%; with 50% employer match about $562,767 at 4% or $375,178 at 6%; with 100% employer match about $422,075 at 4% or $281,383 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-3$650,843$101,298$33,766iApproximate average salary by contribution assumption: employee only about $844,150 at 4% or $562,767 at 6%; with 50% employer match about $562,767 at 4% or $375,178 at 6%; with 100% employer match about $422,075 at 4% or $281,383 at 6%.
202113$548,921$93,922$31,307iApproximate average salary by contribution assumption: employee only about $782,683 at 4% or $521,789 at 6%; with 50% employer match about $521,789 at 4% or $347,859 at 6%; with 100% employer match about $391,342 at 4% or $260,894 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-3$548,921$93,922$31,307iApproximate average salary by contribution assumption: employee only about $782,683 at 4% or $521,789 at 6%; with 50% employer match about $521,789 at 4% or $347,859 at 6%; with 100% employer match about $391,342 at 4% or $260,894 at 6%.
202013$454,954$91,585$30,528iApproximate average salary by contribution assumption: employee only about $763,208 at 4% or $508,806 at 6%; with 50% employer match about $508,806 at 4% or $339,204 at 6%; with 100% employer match about $381,604 at 4% or $254,403 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-3$454,954$91,585$30,528iApproximate average salary by contribution assumption: employee only about $763,208 at 4% or $508,806 at 6%; with 50% employer match about $508,806 at 4% or $339,204 at 6%; with 100% employer match about $381,604 at 4% or $254,403 at 6%.
201923$1,067,117$244,720$81,573iApproximate average salary by contribution assumption: employee only about $2,039,333 at 4% or $1,359,556 at 6%; with 50% employer match about $1,359,556 at 4% or $906,370 at 6%; with 100% employer match about $1,019,667 at 4% or $679,778 at 6%.
Casey Wealth Management Inc. Cash Balance Plan-2$703,809$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-3$363,308$84,720$28,240iApproximate average salary by contribution assumption: employee only about $706,000 at 4% or $470,667 at 6%; with 50% employer match about $470,667 at 4% or $313,778 at 6%; with 100% employer match about $353,000 at 4% or $235,333 at 6%.
201823$819,137$214,835$71,612iApproximate average salary by contribution assumption: employee only about $1,790,292 at 4% or $1,193,528 at 6%; with 50% employer match about $1,193,528 at 4% or $795,685 at 6%; with 100% employer match about $895,146 at 4% or $596,764 at 6%.
Casey Wealth Management Inc. Cash Balance Plan-2$541,514$137,700$68,850iApproximate average salary by contribution assumption: employee only about $1,721,250 at 4% or $1,147,500 at 6%; with 50% employer match about $1,147,500 at 4% or $765,000 at 6%; with 100% employer match about $860,625 at 4% or $573,750 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-3$277,623$77,135$25,712iApproximate average salary by contribution assumption: employee only about $642,792 at 4% or $428,528 at 6%; with 50% employer match about $428,528 at 4% or $285,685 at 6%; with 100% employer match about $321,396 at 4% or $214,264 at 6%.
201722$602,682$205,720$102,860iApproximate average salary by contribution assumption: employee only about $2,571,500 at 4% or $1,714,333 at 6%; with 50% employer match about $1,714,333 at 4% or $1,142,889 at 6%; with 100% employer match about $1,285,750 at 4% or $857,167 at 6%.
Casey Wealth Management Inc. Cash Balance Plan-2$402,725$130,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-0$199,957$75,720-
201623$396,805$204,760$68,253iApproximate average salary by contribution assumption: employee only about $1,706,333 at 4% or $1,137,556 at 6%; with 50% employer match about $1,137,556 at 4% or $758,370 at 6%; with 100% employer match about $853,167 at 4% or $568,778 at 6%.
Casey Wealth Management Inc. Cash Balance Plan-2$272,613$136,600$68,300iApproximate average salary by contribution assumption: employee only about $1,707,500 at 4% or $1,138,333 at 6%; with 50% employer match about $1,138,333 at 4% or $758,889 at 6%; with 100% employer match about $853,750 at 4% or $569,167 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-3$124,192$68,160$22,720iApproximate average salary by contribution assumption: employee only about $568,000 at 4% or $378,667 at 6%; with 50% employer match about $378,667 at 4% or $252,444 at 6%; with 100% employer match about $284,000 at 4% or $189,333 at 6%.
201522$187,832$187,832$93,916iApproximate average salary by contribution assumption: employee only about $2,347,900 at 4% or $1,565,267 at 6%; with 50% employer match about $1,565,267 at 4% or $1,043,511 at 6%; with 100% employer match about $1,173,950 at 4% or $782,633 at 6%.
Casey Wealth Management Inc. Cash Balance Plan-2$136,000$136,000$68,000iApproximate average salary by contribution assumption: employee only about $1,700,000 at 4% or $1,133,333 at 6%; with 50% employer match about $1,133,333 at 4% or $755,556 at 6%; with 100% employer match about $850,000 at 4% or $566,667 at 6%.
Casey Wealth Management Inc. Retirement Savings Plan-0$51,832$51,832-