Civic Intelligence

Bellis Financial Services Ltd.

Plan context: Bellis Financial Services Ltd. 401(K) Plan

EIN 36-4521063 • Naperville, IL • 12 filings • 2 plans

2515 Hoddam CTNaperville, IL 60564
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,269,481

2023 Contributions

$81,181

Historical Graphs

Total Assets Over Time

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

$1,391,497$695,749$0201220172022YearValue
$1,269,481Latest year 2022

Participants Over Time

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

320201220172022YearValue
2Latest year 2022

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
202310$0$0-
Bellis Financial Services Ltd. 401(K) Plan-0$0--
202212$1,269,481$81,181$40,591iApproximate average salary by contribution assumption: employee only about $1,014,763 at 4% or $676,508 at 6%; with 50% employer match about $676,508 at 4% or $451,006 at 6%; with 100% employer match about $507,381 at 4% or $338,254 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-2$1,269,481$81,181$40,591iApproximate average salary by contribution assumption: employee only about $1,014,763 at 4% or $676,508 at 6%; with 50% employer match about $676,508 at 4% or $451,006 at 6%; with 100% employer match about $507,381 at 4% or $338,254 at 6%.
202112$1,391,497$69,383$34,692iApproximate average salary by contribution assumption: employee only about $867,288 at 4% or $578,192 at 6%; with 50% employer match about $578,192 at 4% or $385,461 at 6%; with 100% employer match about $433,644 at 4% or $289,096 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-2$1,391,497$69,383$34,692iApproximate average salary by contribution assumption: employee only about $867,288 at 4% or $578,192 at 6%; with 50% employer match about $578,192 at 4% or $385,461 at 6%; with 100% employer match about $433,644 at 4% or $289,096 at 6%.
202012$1,120,032$69,078$34,539iApproximate average salary by contribution assumption: employee only about $863,475 at 4% or $575,650 at 6%; with 50% employer match about $575,650 at 4% or $383,767 at 6%; with 100% employer match about $431,738 at 4% or $287,825 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-2$1,120,032$69,078$34,539iApproximate average salary by contribution assumption: employee only about $863,475 at 4% or $575,650 at 6%; with 50% employer match about $575,650 at 4% or $383,767 at 6%; with 100% employer match about $431,738 at 4% or $287,825 at 6%.
201912$940,714$65,958$32,979iApproximate average salary by contribution assumption: employee only about $824,475 at 4% or $549,650 at 6%; with 50% employer match about $549,650 at 4% or $366,433 at 6%; with 100% employer match about $412,238 at 4% or $274,825 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-2$940,714$65,958$32,979iApproximate average salary by contribution assumption: employee only about $824,475 at 4% or $549,650 at 6%; with 50% employer match about $549,650 at 4% or $366,433 at 6%; with 100% employer match about $412,238 at 4% or $274,825 at 6%.
201812$728,332$57,970$28,985iApproximate average salary by contribution assumption: employee only about $724,625 at 4% or $483,083 at 6%; with 50% employer match about $483,083 at 4% or $322,056 at 6%; with 100% employer match about $362,313 at 4% or $241,542 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-2$728,332$57,970$28,985iApproximate average salary by contribution assumption: employee only about $724,625 at 4% or $483,083 at 6%; with 50% employer match about $483,083 at 4% or $322,056 at 6%; with 100% employer match about $362,313 at 4% or $241,542 at 6%.
201712$739,172$395,542$197,771iApproximate average salary by contribution assumption: employee only about $4,944,275 at 4% or $3,296,183 at 6%; with 50% employer match about $3,296,183 at 4% or $2,197,456 at 6%; with 100% employer match about $2,472,138 at 4% or $1,648,092 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-2$739,172$395,542$197,771iApproximate average salary by contribution assumption: employee only about $4,944,275 at 4% or $3,296,183 at 6%; with 50% employer match about $3,296,183 at 4% or $2,197,456 at 6%; with 100% employer match about $2,472,138 at 4% or $1,648,092 at 6%.
201613$318,090$39,991$13,330iApproximate average salary by contribution assumption: employee only about $333,258 at 4% or $222,172 at 6%; with 50% employer match about $222,172 at 4% or $148,115 at 6%; with 100% employer match about $166,629 at 4% or $111,086 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-3$318,090$39,991$13,330iApproximate average salary by contribution assumption: employee only about $333,258 at 4% or $222,172 at 6%; with 50% employer match about $222,172 at 4% or $148,115 at 6%; with 100% employer match about $166,629 at 4% or $111,086 at 6%.
201513$250,041$43,829$14,610iApproximate average salary by contribution assumption: employee only about $365,242 at 4% or $243,494 at 6%; with 50% employer match about $243,494 at 4% or $162,330 at 6%; with 100% employer match about $182,621 at 4% or $121,747 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-3$250,041$43,829$14,610iApproximate average salary by contribution assumption: employee only about $365,242 at 4% or $243,494 at 6%; with 50% employer match about $243,494 at 4% or $162,330 at 6%; with 100% employer match about $182,621 at 4% or $121,747 at 6%.
201413$212,752$34,966$11,655iApproximate average salary by contribution assumption: employee only about $291,383 at 4% or $194,256 at 6%; with 50% employer match about $194,256 at 4% or $129,504 at 6%; with 100% employer match about $145,692 at 4% or $97,128 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-3$212,752$34,966$11,655iApproximate average salary by contribution assumption: employee only about $291,383 at 4% or $194,256 at 6%; with 50% employer match about $194,256 at 4% or $129,504 at 6%; with 100% employer match about $145,692 at 4% or $97,128 at 6%.
201312$169,037$24,327$12,164iApproximate average salary by contribution assumption: employee only about $304,088 at 4% or $202,725 at 6%; with 50% employer match about $202,725 at 4% or $135,150 at 6%; with 100% employer match about $152,044 at 4% or $101,363 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-2$169,037$24,327$12,164iApproximate average salary by contribution assumption: employee only about $304,088 at 4% or $202,725 at 6%; with 50% employer match about $202,725 at 4% or $135,150 at 6%; with 100% employer match about $152,044 at 4% or $101,363 at 6%.
201212$119,969$22,658$11,329iApproximate average salary by contribution assumption: employee only about $283,225 at 4% or $188,817 at 6%; with 50% employer match about $188,817 at 4% or $125,878 at 6%; with 100% employer match about $141,613 at 4% or $94,408 at 6%.
Bellis Financial Services Ltd. 401(K) Plan-2$119,969$22,658$11,329iApproximate average salary by contribution assumption: employee only about $283,225 at 4% or $188,817 at 6%; with 50% employer match about $188,817 at 4% or $125,878 at 6%; with 100% employer match about $141,613 at 4% or $94,408 at 6%.