Civic Intelligence

Ativo Capital Management LLC

Plan context: Ativo 401(K) Profit Sharing Plan

EIN 38-3662028 • Chicago, IL • 14 filings • 1 plans

120 N Lasalle Street, Suite 1160Chicago, IL 60602
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$5,600,439

2025 Contributions

$285,569

Historical Graphs

Total Assets Over Time

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

$5,600,439$2,800,220$0201220192025YearValue
$5,600,439Latest year 2025

Participants Over Time

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

1790201220192025YearValue
9Latest year 2025

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
202519$5,600,439$285,569$31,730iApproximate average salary by contribution assumption: employee only about $793,247 at 4% or $528,831 at 6%; with 50% employer match about $528,831 at 4% or $352,554 at 6%; with 100% employer match about $396,624 at 4% or $264,416 at 6%.
Ativo 401(K) Profit Sharing Plan-9$5,600,439$285,569$31,730iApproximate average salary by contribution assumption: employee only about $793,247 at 4% or $528,831 at 6%; with 50% employer match about $528,831 at 4% or $352,554 at 6%; with 100% employer match about $396,624 at 4% or $264,416 at 6%.
2024110$5,059,121$285,976$28,598iApproximate average salary by contribution assumption: employee only about $714,940 at 4% or $476,627 at 6%; with 50% employer match about $476,627 at 4% or $317,751 at 6%; with 100% employer match about $357,470 at 4% or $238,313 at 6%.
Ativo 401(K) Profit Sharing Plan-10$5,059,121$285,976$28,598iApproximate average salary by contribution assumption: employee only about $714,940 at 4% or $476,627 at 6%; with 50% employer match about $476,627 at 4% or $317,751 at 6%; with 100% employer match about $357,470 at 4% or $238,313 at 6%.
2023111$4,448,914$295,755$26,887iApproximate average salary by contribution assumption: employee only about $672,170 at 4% or $448,114 at 6%; with 50% employer match about $448,114 at 4% or $298,742 at 6%; with 100% employer match about $336,085 at 4% or $224,057 at 6%.
Ativo 401(K) Profit Sharing Plan-11$4,448,914$295,755$26,887iApproximate average salary by contribution assumption: employee only about $672,170 at 4% or $448,114 at 6%; with 50% employer match about $448,114 at 4% or $298,742 at 6%; with 100% employer match about $336,085 at 4% or $224,057 at 6%.
2022116$4,074,881$322,734$20,171iApproximate average salary by contribution assumption: employee only about $504,272 at 4% or $336,181 at 6%; with 50% employer match about $336,181 at 4% or $224,121 at 6%; with 100% employer match about $252,136 at 4% or $168,091 at 6%.
Ativo 401(K) Profit Sharing Plan-16$4,074,881$322,734$20,171iApproximate average salary by contribution assumption: employee only about $504,272 at 4% or $336,181 at 6%; with 50% employer match about $336,181 at 4% or $224,121 at 6%; with 100% employer match about $252,136 at 4% or $168,091 at 6%.
2021117$4,679,264$318,597$18,741iApproximate average salary by contribution assumption: employee only about $468,525 at 4% or $312,350 at 6%; with 50% employer match about $312,350 at 4% or $208,233 at 6%; with 100% employer match about $234,263 at 4% or $156,175 at 6%.
Ativo 401(K) Profit Sharing Plan-17$4,679,264$318,597$18,741iApproximate average salary by contribution assumption: employee only about $468,525 at 4% or $312,350 at 6%; with 50% employer match about $312,350 at 4% or $208,233 at 6%; with 100% employer match about $234,263 at 4% or $156,175 at 6%.
2020117$3,936,434$382,534$22,502iApproximate average salary by contribution assumption: employee only about $562,550 at 4% or $375,033 at 6%; with 50% employer match about $375,033 at 4% or $250,022 at 6%; with 100% employer match about $281,275 at 4% or $187,517 at 6%.
Ativo 401(K) Profit Sharing Plan-17$3,936,434$382,534$22,502iApproximate average salary by contribution assumption: employee only about $562,550 at 4% or $375,033 at 6%; with 50% employer match about $375,033 at 4% or $250,022 at 6%; with 100% employer match about $281,275 at 4% or $187,517 at 6%.
2019117$3,135,507$443,979$26,116iApproximate average salary by contribution assumption: employee only about $652,910 at 4% or $435,274 at 6%; with 50% employer match about $435,274 at 4% or $290,182 at 6%; with 100% employer match about $326,455 at 4% or $217,637 at 6%.
Ativo 401(K) Profit Sharing Plan-17$3,135,507$443,979$26,116iApproximate average salary by contribution assumption: employee only about $652,910 at 4% or $435,274 at 6%; with 50% employer match about $435,274 at 4% or $290,182 at 6%; with 100% employer match about $326,455 at 4% or $217,637 at 6%.
2018117$2,461,485$434,482$25,558iApproximate average salary by contribution assumption: employee only about $638,944 at 4% or $425,963 at 6%; with 50% employer match about $425,963 at 4% or $283,975 at 6%; with 100% employer match about $319,472 at 4% or $212,981 at 6%.
Ativo 401(K) Profit Sharing Plan-17$2,461,485$434,482$25,558iApproximate average salary by contribution assumption: employee only about $638,944 at 4% or $425,963 at 6%; with 50% employer match about $425,963 at 4% or $283,975 at 6%; with 100% employer match about $319,472 at 4% or $212,981 at 6%.
2017114$2,247,898$361,598$25,828iApproximate average salary by contribution assumption: employee only about $645,711 at 4% or $430,474 at 6%; with 50% employer match about $430,474 at 4% or $286,983 at 6%; with 100% employer match about $322,855 at 4% or $215,237 at 6%.
Ativo 401(K) Profit Sharing Plan-14$2,247,898$361,598$25,828iApproximate average salary by contribution assumption: employee only about $645,711 at 4% or $430,474 at 6%; with 50% employer match about $430,474 at 4% or $286,983 at 6%; with 100% employer match about $322,855 at 4% or $215,237 at 6%.
2016114$1,622,147$311,638$22,260iApproximate average salary by contribution assumption: employee only about $556,496 at 4% or $370,998 at 6%; with 50% employer match about $370,998 at 4% or $247,332 at 6%; with 100% employer match about $278,248 at 4% or $185,499 at 6%.
Ativo 401(K) Profit Sharing Plan-14$1,622,147$311,638$22,260iApproximate average salary by contribution assumption: employee only about $556,496 at 4% or $370,998 at 6%; with 50% employer match about $370,998 at 4% or $247,332 at 6%; with 100% employer match about $278,248 at 4% or $185,499 at 6%.
2015111$1,210,244$239,814$21,801iApproximate average salary by contribution assumption: employee only about $545,032 at 4% or $363,355 at 6%; with 50% employer match about $363,355 at 4% or $242,236 at 6%; with 100% employer match about $272,516 at 4% or $181,677 at 6%.
Ativo 401(K) Profit Sharing Plan-11$1,210,244$239,814$21,801iApproximate average salary by contribution assumption: employee only about $545,032 at 4% or $363,355 at 6%; with 50% employer match about $363,355 at 4% or $242,236 at 6%; with 100% employer match about $272,516 at 4% or $181,677 at 6%.
2014110$1,012,277$170,997$17,100iApproximate average salary by contribution assumption: employee only about $427,493 at 4% or $284,995 at 6%; with 50% employer match about $284,995 at 4% or $189,997 at 6%; with 100% employer match about $213,746 at 4% or $142,498 at 6%.
Ativo 401(K) Profit Sharing Plan-10$1,012,277$170,997$17,100iApproximate average salary by contribution assumption: employee only about $427,493 at 4% or $284,995 at 6%; with 50% employer match about $284,995 at 4% or $189,997 at 6%; with 100% employer match about $213,746 at 4% or $142,498 at 6%.
201319$820,662$173,248$19,250iApproximate average salary by contribution assumption: employee only about $481,244 at 4% or $320,830 at 6%; with 50% employer match about $320,830 at 4% or $213,886 at 6%; with 100% employer match about $240,622 at 4% or $160,415 at 6%.
Ativo 401(K) Profit Sharing Plan-9$820,662$173,248$19,250iApproximate average salary by contribution assumption: employee only about $481,244 at 4% or $320,830 at 6%; with 50% employer match about $320,830 at 4% or $213,886 at 6%; with 100% employer match about $240,622 at 4% or $160,415 at 6%.
201219$1,009,710$175,837$19,537iApproximate average salary by contribution assumption: employee only about $488,436 at 4% or $325,624 at 6%; with 50% employer match about $325,624 at 4% or $217,083 at 6%; with 100% employer match about $244,218 at 4% or $162,812 at 6%.
Ativo 401(K) Profit Sharing Plan-9$1,009,710$175,837$19,537iApproximate average salary by contribution assumption: employee only about $488,436 at 4% or $325,624 at 6%; with 50% employer match about $325,624 at 4% or $217,083 at 6%; with 100% employer match about $244,218 at 4% or $162,812 at 6%.