Advance Capital Group Inc.
Plan context: Advance Capital Group Inc. Employee Stock Ownership Plan
EIN 38-2685009 • 20 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
57
2024 Assets
$53,270,189
2024 Contributions
$1,476,394
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 57 | $53,270,189 | $0 | - |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 57 | $53,270,189 | - | - |
| 2023 | 1 | 58 | $45,040,804 | $1,476,394 | $25,455iApproximate average salary by contribution assumption: employee only about $636,377 at 4% or $424,251 at 6%; with 50% employer match about $424,251 at 4% or $282,834 at 6%; with 100% employer match about $318,188 at 4% or $212,126 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 58 | $45,040,804 | $1,476,394 | $25,455iApproximate average salary by contribution assumption: employee only about $636,377 at 4% or $424,251 at 6%; with 50% employer match about $424,251 at 4% or $282,834 at 6%; with 100% employer match about $318,188 at 4% or $212,126 at 6%. |
| 2022 | 1 | 60 | $39,228,956 | $1,104,153 | $18,403iApproximate average salary by contribution assumption: employee only about $460,064 at 4% or $306,709 at 6%; with 50% employer match about $306,709 at 4% or $204,473 at 6%; with 100% employer match about $230,032 at 4% or $153,355 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 60 | $39,228,956 | $1,104,153 | $18,403iApproximate average salary by contribution assumption: employee only about $460,064 at 4% or $306,709 at 6%; with 50% employer match about $306,709 at 4% or $204,473 at 6%; with 100% employer match about $230,032 at 4% or $153,355 at 6%. |
| 2021 | 1 | 57 | $38,891,391 | $1,401,736 | $24,592iApproximate average salary by contribution assumption: employee only about $614,796 at 4% or $409,864 at 6%; with 50% employer match about $409,864 at 4% or $273,243 at 6%; with 100% employer match about $307,398 at 4% or $204,932 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 57 | $38,891,391 | $1,401,736 | $24,592iApproximate average salary by contribution assumption: employee only about $614,796 at 4% or $409,864 at 6%; with 50% employer match about $409,864 at 4% or $273,243 at 6%; with 100% employer match about $307,398 at 4% or $204,932 at 6%. |
| 2020 | 1 | 55 | $29,389,827 | $1,446,378 | $26,298iApproximate average salary by contribution assumption: employee only about $657,445 at 4% or $438,296 at 6%; with 50% employer match about $438,296 at 4% or $292,198 at 6%; with 100% employer match about $328,722 at 4% or $219,148 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 55 | $29,389,827 | $1,446,378 | $26,298iApproximate average salary by contribution assumption: employee only about $657,445 at 4% or $438,296 at 6%; with 50% employer match about $438,296 at 4% or $292,198 at 6%; with 100% employer match about $328,722 at 4% or $219,148 at 6%. |
| 2019 | 1 | 52 | $20,898,378 | $1,352,282 | $26,005iApproximate average salary by contribution assumption: employee only about $650,136 at 4% or $433,424 at 6%; with 50% employer match about $433,424 at 4% or $288,949 at 6%; with 100% employer match about $325,068 at 4% or $216,712 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 52 | $20,898,378 | $1,352,282 | $26,005iApproximate average salary by contribution assumption: employee only about $650,136 at 4% or $433,424 at 6%; with 50% employer match about $433,424 at 4% or $288,949 at 6%; with 100% employer match about $325,068 at 4% or $216,712 at 6%. |
| 2018 | 1 | 55 | $15,640,945 | $1,116,000 | $20,291iApproximate average salary by contribution assumption: employee only about $507,273 at 4% or $338,182 at 6%; with 50% employer match about $338,182 at 4% or $225,455 at 6%; with 100% employer match about $253,636 at 4% or $169,091 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 55 | $15,640,945 | $1,116,000 | $20,291iApproximate average salary by contribution assumption: employee only about $507,273 at 4% or $338,182 at 6%; with 50% employer match about $338,182 at 4% or $225,455 at 6%; with 100% employer match about $253,636 at 4% or $169,091 at 6%. |
| 2017 | 1 | 54 | $13,344,762 | $1,327,963 | $24,592iApproximate average salary by contribution assumption: employee only about $614,798 at 4% or $409,865 at 6%; with 50% employer match about $409,865 at 4% or $273,243 at 6%; with 100% employer match about $307,399 at 4% or $204,933 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 54 | $13,344,762 | $1,327,963 | $24,592iApproximate average salary by contribution assumption: employee only about $614,798 at 4% or $409,865 at 6%; with 50% employer match about $409,865 at 4% or $273,243 at 6%; with 100% employer match about $307,399 at 4% or $204,933 at 6%. |
| 2016 | 1 | 55 | $10,357,569 | $839,537 | $15,264iApproximate average salary by contribution assumption: employee only about $381,608 at 4% or $254,405 at 6%; with 50% employer match about $254,405 at 4% or $169,603 at 6%; with 100% employer match about $190,804 at 4% or $127,203 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 55 | $10,357,569 | $839,537 | $15,264iApproximate average salary by contribution assumption: employee only about $381,608 at 4% or $254,405 at 6%; with 50% employer match about $254,405 at 4% or $169,603 at 6%; with 100% employer match about $190,804 at 4% or $127,203 at 6%. |
| 2015 | 1 | 56 | $8,090,098 | $1,350,422 | $24,115iApproximate average salary by contribution assumption: employee only about $602,867 at 4% or $401,911 at 6%; with 50% employer match about $401,911 at 4% or $267,941 at 6%; with 100% employer match about $301,433 at 4% or $200,956 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 56 | $8,090,098 | $1,350,422 | $24,115iApproximate average salary by contribution assumption: employee only about $602,867 at 4% or $401,911 at 6%; with 50% employer match about $401,911 at 4% or $267,941 at 6%; with 100% employer match about $301,433 at 4% or $200,956 at 6%. |
| 2014 | 1 | 49 | $6,856,505 | $1,155,677 | $23,585iApproximate average salary by contribution assumption: employee only about $589,631 at 4% or $393,087 at 6%; with 50% employer match about $393,087 at 4% or $262,058 at 6%; with 100% employer match about $294,816 at 4% or $196,544 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 49 | $6,856,505 | $1,155,677 | $23,585iApproximate average salary by contribution assumption: employee only about $589,631 at 4% or $393,087 at 6%; with 50% employer match about $393,087 at 4% or $262,058 at 6%; with 100% employer match about $294,816 at 4% or $196,544 at 6%. |
| 2013 | 1 | 48 | $4,828,024 | $1,064,251 | $22,172iApproximate average salary by contribution assumption: employee only about $554,297 at 4% or $369,532 at 6%; with 50% employer match about $369,532 at 4% or $246,354 at 6%; with 100% employer match about $277,149 at 4% or $184,766 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 48 | $4,828,024 | $1,064,251 | $22,172iApproximate average salary by contribution assumption: employee only about $554,297 at 4% or $369,532 at 6%; with 50% employer match about $369,532 at 4% or $246,354 at 6%; with 100% employer match about $277,149 at 4% or $184,766 at 6%. |
| 2012 | 1 | 52 | $3,321,416 | $1,034,907 | $19,902iApproximate average salary by contribution assumption: employee only about $497,551 at 4% or $331,701 at 6%; with 50% employer match about $331,701 at 4% or $221,134 at 6%; with 100% employer match about $248,776 at 4% or $165,850 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 52 | $3,321,416 | $1,034,907 | $19,902iApproximate average salary by contribution assumption: employee only about $497,551 at 4% or $331,701 at 6%; with 50% employer match about $331,701 at 4% or $221,134 at 6%; with 100% employer match about $248,776 at 4% or $165,850 at 6%. |
| 2011 | 1 | 52 | $2,140,255 | $732,654 | $14,090iApproximate average salary by contribution assumption: employee only about $352,238 at 4% or $234,825 at 6%; with 50% employer match about $234,825 at 4% or $156,550 at 6%; with 100% employer match about $176,119 at 4% or $117,413 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 52 | $2,140,255 | $732,654 | $14,090iApproximate average salary by contribution assumption: employee only about $352,238 at 4% or $234,825 at 6%; with 50% employer match about $234,825 at 4% or $156,550 at 6%; with 100% employer match about $176,119 at 4% or $117,413 at 6%. |
| 2010 | 1 | 53 | $1,201,484 | $223,914 | $4,225iApproximate average salary by contribution assumption: employee only about $105,620 at 4% or $70,413 at 6%; with 50% employer match about $70,413 at 4% or $46,942 at 6%; with 100% employer match about $52,810 at 4% or $35,207 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 53 | $1,201,484 | $223,914 | $4,225iApproximate average salary by contribution assumption: employee only about $105,620 at 4% or $70,413 at 6%; with 50% employer match about $70,413 at 4% or $46,942 at 6%; with 100% employer match about $52,810 at 4% or $35,207 at 6%. |
| 2009 | 1 | 47 | $811,428 | $0 | - |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 47 | $811,428 | - | - |
| 2008 | 1 | 48 | $707,114 | $0 | - |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 48 | $707,114 | - | - |
| 2007 | 1 | 42 | $1,190,103 | $957,635 | $22,801iApproximate average salary by contribution assumption: employee only about $570,021 at 4% or $380,014 at 6%; with 50% employer match about $380,014 at 4% or $253,343 at 6%; with 100% employer match about $285,010 at 4% or $190,007 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 42 | $1,190,103 | $957,635 | $22,801iApproximate average salary by contribution assumption: employee only about $570,021 at 4% or $380,014 at 6%; with 50% employer match about $380,014 at 4% or $253,343 at 6%; with 100% employer match about $285,010 at 4% or $190,007 at 6%. |
| 2006 | 1 | 43 | $212,991 | $212,991 | $4,953iApproximate average salary by contribution assumption: employee only about $123,832 at 4% or $82,555 at 6%; with 50% employer match about $82,555 at 4% or $55,036 at 6%; with 100% employer match about $61,916 at 4% or $41,277 at 6%. |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 43 | $212,991 | $212,991 | $4,953iApproximate average salary by contribution assumption: employee only about $123,832 at 4% or $82,555 at 6%; with 50% employer match about $82,555 at 4% or $55,036 at 6%; with 100% employer match about $61,916 at 4% or $41,277 at 6%. |
| 2005 | 1 | 44 | $0 | $0 | - |
| Advance Capital Group Inc. Employee Stock Ownership Plan | - | 44 | - | - | - |