Civic Intelligence

M3 Financial Services Inc.

Plan context: M3 Financial Services Inc. Cash Balance Pension Plan

EIN 36-4483911 • Hillside, IL • 24 filings • 3 plans

4415 Harrison StreetSuite 300Hillside, IL 60162
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$2,673,496

2024 Contributions

$193,762

Historical Graphs

Total Assets Over Time

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

$2,673,496$1,336,748$0201020172024YearValue
$2,673,496Latest year 2024

Participants Over Time

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

43220201020172024YearValue
43Latest 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
2024243$2,673,496$193,762$4,506iApproximate average salary by contribution assumption: employee only about $112,652 at 4% or $75,102 at 6%; with 50% employer match about $75,102 at 4% or $50,068 at 6%; with 100% employer match about $56,326 at 4% or $37,551 at 6%.
M3 Financial Services Inc. Cash Balance Pension Plan-32$1,469,245$0-
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-43$1,204,251$193,762$4,506iApproximate average salary by contribution assumption: employee only about $112,652 at 4% or $75,102 at 6%; with 50% employer match about $75,102 at 4% or $50,068 at 6%; with 100% employer match about $56,326 at 4% or $37,551 at 6%.
2023231$2,335,868$355,852$11,479iApproximate average salary by contribution assumption: employee only about $286,977 at 4% or $191,318 at 6%; with 50% employer match about $191,318 at 4% or $127,546 at 6%; with 100% employer match about $143,489 at 4% or $95,659 at 6%.
M3 Financial Services Inc. Cash Balance Pension Plan-31$1,401,627$250,000$8,065iApproximate average salary by contribution assumption: employee only about $201,613 at 4% or $134,409 at 6%; with 50% employer match about $134,409 at 4% or $89,606 at 6%; with 100% employer match about $100,806 at 4% or $67,204 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-31$934,241$105,852$3,415iApproximate average salary by contribution assumption: employee only about $85,365 at 4% or $56,910 at 6%; with 50% employer match about $56,910 at 4% or $37,940 at 6%; with 100% employer match about $42,682 at 4% or $28,455 at 6%.
2022214$1,784,112$487,375$34,813iApproximate average salary by contribution assumption: employee only about $870,313 at 4% or $580,208 at 6%; with 50% employer match about $580,208 at 4% or $386,806 at 6%; with 100% employer match about $435,156 at 4% or $290,104 at 6%.
M3 Financial Services Inc. Cash Balance Pension Plan-14$1,055,333$398,054$28,432iApproximate average salary by contribution assumption: employee only about $710,811 at 4% or $473,874 at 6%; with 50% employer match about $473,874 at 4% or $315,916 at 6%; with 100% employer match about $355,405 at 4% or $236,937 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-13$728,779$89,321$6,871iApproximate average salary by contribution assumption: employee only about $171,771 at 4% or $114,514 at 6%; with 50% employer match about $114,514 at 4% or $76,343 at 6%; with 100% employer match about $85,886 at 4% or $57,257 at 6%.
2021226$1,564,917$255,607$9,831iApproximate average salary by contribution assumption: employee only about $245,776 at 4% or $163,851 at 6%; with 50% employer match about $163,851 at 4% or $109,234 at 6%; with 100% employer match about $122,888 at 4% or $81,925 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-26$793,521$81,862$3,149iApproximate average salary by contribution assumption: employee only about $78,713 at 4% or $52,476 at 6%; with 50% employer match about $52,476 at 4% or $34,984 at 6%; with 100% employer match about $39,357 at 4% or $26,238 at 6%.
M3 Financial Services Inc. Cash Balance Pension Plan-12$771,396$173,745$14,479iApproximate average salary by contribution assumption: employee only about $361,969 at 4% or $241,313 at 6%; with 50% employer match about $241,313 at 4% or $160,875 at 6%; with 100% employer match about $180,984 at 4% or $120,656 at 6%.
2020223$1,186,808$204,107$8,874iApproximate average salary by contribution assumption: employee only about $221,855 at 4% or $147,904 at 6%; with 50% employer match about $147,904 at 4% or $98,602 at 6%; with 100% employer match about $110,928 at 4% or $73,952 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-23$644,363$85,893$3,734iApproximate average salary by contribution assumption: employee only about $93,362 at 4% or $62,241 at 6%; with 50% employer match about $62,241 at 4% or $41,494 at 6%; with 100% employer match about $46,681 at 4% or $31,121 at 6%.
M3 Financial Services Inc. Cash Balance Pension Plan-9$542,445$118,214$13,135iApproximate average salary by contribution assumption: employee only about $328,372 at 4% or $218,915 at 6%; with 50% employer match about $218,915 at 4% or $145,943 at 6%; with 100% employer match about $164,186 at 4% or $109,457 at 6%.
2019222$894,249$83,513$3,796iApproximate average salary by contribution assumption: employee only about $94,901 at 4% or $63,267 at 6%; with 50% employer match about $63,267 at 4% or $42,178 at 6%; with 100% employer match about $47,451 at 4% or $31,634 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-22$507,752$60,513$2,751iApproximate average salary by contribution assumption: employee only about $68,765 at 4% or $45,843 at 6%; with 50% employer match about $45,843 at 4% or $30,562 at 6%; with 100% employer match about $34,382 at 4% or $22,922 at 6%.
M3 Financial Services Inc. Cash Balance Pension Plan-9$386,497$23,000$2,556iApproximate average salary by contribution assumption: employee only about $63,889 at 4% or $42,593 at 6%; with 50% employer match about $42,593 at 4% or $28,395 at 6%; with 100% employer match about $31,944 at 4% or $21,296 at 6%.
2018217$678,271$82,848$4,873iApproximate average salary by contribution assumption: employee only about $121,835 at 4% or $81,224 at 6%; with 50% employer match about $81,224 at 4% or $54,149 at 6%; with 100% employer match about $60,918 at 4% or $40,612 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-17$368,868$82,848$4,873iApproximate average salary by contribution assumption: employee only about $121,835 at 4% or $81,224 at 6%; with 50% employer match about $81,224 at 4% or $54,149 at 6%; with 100% employer match about $60,918 at 4% or $40,612 at 6%.
M3 Financial Services Inc. Cash Balance Pension Plan-7$309,403$0-
2017215$644,330$235,268$15,685iApproximate average salary by contribution assumption: employee only about $392,113 at 4% or $261,409 at 6%; with 50% employer match about $261,409 at 4% or $174,273 at 6%; with 100% employer match about $196,057 at 4% or $130,704 at 6%.
M3 Financial Services Inc. Cash Balance Pension Plan-7$327,760$163,760$23,394iApproximate average salary by contribution assumption: employee only about $584,857 at 4% or $389,905 at 6%; with 50% employer match about $389,905 at 4% or $259,937 at 6%; with 100% employer match about $292,429 at 4% or $194,952 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-15$316,570$71,508$4,767iApproximate average salary by contribution assumption: employee only about $119,180 at 4% or $79,453 at 6%; with 50% employer match about $79,453 at 4% or $52,969 at 6%; with 100% employer match about $59,590 at 4% or $39,727 at 6%.
201629$431,098$203,274$22,586iApproximate average salary by contribution assumption: employee only about $564,650 at 4% or $376,433 at 6%; with 50% employer match about $376,433 at 4% or $250,956 at 6%; with 100% employer match about $282,325 at 4% or $188,217 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-9$269,588$41,764$4,640iApproximate average salary by contribution assumption: employee only about $116,011 at 4% or $77,341 at 6%; with 50% employer match about $77,341 at 4% or $51,560 at 6%; with 100% employer match about $58,006 at 4% or $38,670 at 6%.
M3 Financial Services Inc. Cash Balance Pension Plan-7$161,510$161,510$23,073iApproximate average salary by contribution assumption: employee only about $576,821 at 4% or $384,548 at 6%; with 50% employer match about $384,548 at 4% or $256,365 at 6%; with 100% employer match about $288,411 at 4% or $192,274 at 6%.
201517$233,104$56,003$8,000iApproximate average salary by contribution assumption: employee only about $200,011 at 4% or $133,340 at 6%; with 50% employer match about $133,340 at 4% or $88,894 at 6%; with 100% employer match about $100,005 at 4% or $66,670 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-7$233,104$56,003$8,000iApproximate average salary by contribution assumption: employee only about $200,011 at 4% or $133,340 at 6%; with 50% employer match about $133,340 at 4% or $88,894 at 6%; with 100% employer match about $100,005 at 4% or $66,670 at 6%.
2014110$195,860$30,125$3,013iApproximate average salary by contribution assumption: employee only about $75,313 at 4% or $50,208 at 6%; with 50% employer match about $50,208 at 4% or $33,472 at 6%; with 100% employer match about $37,656 at 4% or $25,104 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-10$195,860$30,125$3,013iApproximate average salary by contribution assumption: employee only about $75,313 at 4% or $50,208 at 6%; with 50% employer match about $50,208 at 4% or $33,472 at 6%; with 100% employer match about $37,656 at 4% or $25,104 at 6%.
2013111$157,719$36,521$3,320iApproximate average salary by contribution assumption: employee only about $83,002 at 4% or $55,335 at 6%; with 50% employer match about $55,335 at 4% or $36,890 at 6%; with 100% employer match about $41,501 at 4% or $27,667 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-11$157,719$36,521$3,320iApproximate average salary by contribution assumption: employee only about $83,002 at 4% or $55,335 at 6%; with 50% employer match about $55,335 at 4% or $36,890 at 6%; with 100% employer match about $41,501 at 4% or $27,667 at 6%.
2012113$99,004$32,080$2,468iApproximate average salary by contribution assumption: employee only about $61,692 at 4% or $41,128 at 6%; with 50% employer match about $41,128 at 4% or $27,419 at 6%; with 100% employer match about $30,846 at 4% or $20,564 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-13$99,004$32,080$2,468iApproximate average salary by contribution assumption: employee only about $61,692 at 4% or $41,128 at 6%; with 50% employer match about $41,128 at 4% or $27,419 at 6%; with 100% employer match about $30,846 at 4% or $20,564 at 6%.
2011112$58,940$40,154$3,346iApproximate average salary by contribution assumption: employee only about $83,654 at 4% or $55,769 at 6%; with 50% employer match about $55,769 at 4% or $37,180 at 6%; with 100% employer match about $41,827 at 4% or $27,885 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-12$58,940$40,154$3,346iApproximate average salary by contribution assumption: employee only about $83,654 at 4% or $55,769 at 6%; with 50% employer match about $55,769 at 4% or $37,180 at 6%; with 100% employer match about $41,827 at 4% or $27,885 at 6%.
2010112$19,564$19,141$1,595iApproximate average salary by contribution assumption: employee only about $39,877 at 4% or $26,585 at 6%; with 50% employer match about $26,585 at 4% or $17,723 at 6%; with 100% employer match about $19,939 at 4% or $13,292 at 6%.
M3 Financial Services Inc 401 K Profit Sharing Plan Trust-12$19,564$19,141$1,595iApproximate average salary by contribution assumption: employee only about $39,877 at 4% or $26,585 at 6%; with 50% employer match about $26,585 at 4% or $17,723 at 6%; with 100% employer match about $19,939 at 4% or $13,292 at 6%.