Civic Intelligence

Mb Investments LLC

Plan context: Mb Investments LLC 401K Plan

EIN 42-1489255 • Chicago, IL • 17 filings • 2 plans

One North Franklin StreetSuite 625Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,226,659

2024 Contributions

$270,737

Historical Graphs

Total Assets Over Time

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

$5,675,608$2,837,804$0200820162024YearValue
$3,226,659Latest year 2024

Participants Over Time

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

24120200820162024YearValue
17Latest 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
2024117$3,226,659$270,737$15,926iApproximate average salary by contribution assumption: employee only about $398,143 at 4% or $265,428 at 6%; with 50% employer match about $265,428 at 4% or $176,952 at 6%; with 100% employer match about $199,071 at 4% or $132,714 at 6%.
Mb Investments LLC 401K Plan-17$3,226,659$270,737$15,926iApproximate average salary by contribution assumption: employee only about $398,143 at 4% or $265,428 at 6%; with 50% employer match about $265,428 at 4% or $176,952 at 6%; with 100% employer match about $199,071 at 4% or $132,714 at 6%.
2023117$2,537,441$282,429$16,613iApproximate average salary by contribution assumption: employee only about $415,337 at 4% or $276,891 at 6%; with 50% employer match about $276,891 at 4% or $184,594 at 6%; with 100% employer match about $207,668 at 4% or $138,446 at 6%.
Mb Investments LLC 401K Plan-17$2,537,441$282,429$16,613iApproximate average salary by contribution assumption: employee only about $415,337 at 4% or $276,891 at 6%; with 50% employer match about $276,891 at 4% or $184,594 at 6%; with 100% employer match about $207,668 at 4% or $138,446 at 6%.
2022116$1,904,901$194,517$12,157iApproximate average salary by contribution assumption: employee only about $303,933 at 4% or $202,622 at 6%; with 50% employer match about $202,622 at 4% or $135,081 at 6%; with 100% employer match about $151,966 at 4% or $101,311 at 6%.
Mb Investments LLC 401K Plan-16$1,904,901$194,517$12,157iApproximate average salary by contribution assumption: employee only about $303,933 at 4% or $202,622 at 6%; with 50% employer match about $202,622 at 4% or $135,081 at 6%; with 100% employer match about $151,966 at 4% or $101,311 at 6%.
2021116$5,675,608$227,050$14,191iApproximate average salary by contribution assumption: employee only about $354,766 at 4% or $236,510 at 6%; with 50% employer match about $236,510 at 4% or $157,674 at 6%; with 100% employer match about $177,383 at 4% or $118,255 at 6%.
Mb Investments LLC 401K Plan-16$5,675,608$227,050$14,191iApproximate average salary by contribution assumption: employee only about $354,766 at 4% or $236,510 at 6%; with 50% employer match about $236,510 at 4% or $157,674 at 6%; with 100% employer match about $177,383 at 4% or $118,255 at 6%.
2020115$4,773,976$222,881$14,859iApproximate average salary by contribution assumption: employee only about $371,468 at 4% or $247,646 at 6%; with 50% employer match about $247,646 at 4% or $165,097 at 6%; with 100% employer match about $185,734 at 4% or $123,823 at 6%.
Mb Investments LLC 401K Plan-15$4,773,976$222,881$14,859iApproximate average salary by contribution assumption: employee only about $371,468 at 4% or $247,646 at 6%; with 50% employer match about $247,646 at 4% or $165,097 at 6%; with 100% employer match about $185,734 at 4% or $123,823 at 6%.
2019117$4,746,332$291,658$17,156iApproximate average salary by contribution assumption: employee only about $428,909 at 4% or $285,939 at 6%; with 50% employer match about $285,939 at 4% or $190,626 at 6%; with 100% employer match about $214,454 at 4% or $142,970 at 6%.
Mb Investments LLC 401K Plan-17$4,746,332$291,658$17,156iApproximate average salary by contribution assumption: employee only about $428,909 at 4% or $285,939 at 6%; with 50% employer match about $285,939 at 4% or $190,626 at 6%; with 100% employer match about $214,454 at 4% or $142,970 at 6%.
2018120$4,258,170$303,474$15,174iApproximate average salary by contribution assumption: employee only about $379,343 at 4% or $252,895 at 6%; with 50% employer match about $252,895 at 4% or $168,597 at 6%; with 100% employer match about $189,671 at 4% or $126,448 at 6%.
Mb Investments LLC 401K Plan-20$4,258,170$303,474$15,174iApproximate average salary by contribution assumption: employee only about $379,343 at 4% or $252,895 at 6%; with 50% employer match about $252,895 at 4% or $168,597 at 6%; with 100% employer match about $189,671 at 4% or $126,448 at 6%.
2017123$4,918,765$280,448$12,193iApproximate average salary by contribution assumption: employee only about $304,835 at 4% or $203,223 at 6%; with 50% employer match about $203,223 at 4% or $135,482 at 6%; with 100% employer match about $152,417 at 4% or $101,612 at 6%.
Mb Investments LLC 401K Plan-23$4,918,765$280,448$12,193iApproximate average salary by contribution assumption: employee only about $304,835 at 4% or $203,223 at 6%; with 50% employer match about $203,223 at 4% or $135,482 at 6%; with 100% employer match about $152,417 at 4% or $101,612 at 6%.
2016124$4,986,051$291,181$12,133iApproximate average salary by contribution assumption: employee only about $303,314 at 4% or $202,209 at 6%; with 50% employer match about $202,209 at 4% or $134,806 at 6%; with 100% employer match about $151,657 at 4% or $101,105 at 6%.
Mb Investments LLC 401K Plan-24$4,986,051$291,181$12,133iApproximate average salary by contribution assumption: employee only about $303,314 at 4% or $202,209 at 6%; with 50% employer match about $202,209 at 4% or $134,806 at 6%; with 100% employer match about $151,657 at 4% or $101,105 at 6%.
2015124$4,910,500$278,038$11,585iApproximate average salary by contribution assumption: employee only about $289,623 at 4% or $193,082 at 6%; with 50% employer match about $193,082 at 4% or $128,721 at 6%; with 100% employer match about $144,811 at 4% or $96,541 at 6%.
Mb Investments LLC 401K Plan-24$4,910,500$278,038$11,585iApproximate average salary by contribution assumption: employee only about $289,623 at 4% or $193,082 at 6%; with 50% employer match about $193,082 at 4% or $128,721 at 6%; with 100% employer match about $144,811 at 4% or $96,541 at 6%.
2014123$4,686,985$302,373$13,147iApproximate average salary by contribution assumption: employee only about $328,666 at 4% or $219,111 at 6%; with 50% employer match about $219,111 at 4% or $146,074 at 6%; with 100% employer match about $164,333 at 4% or $109,555 at 6%.
Mb Investments LLC 401K Plan-23$4,686,985$302,373$13,147iApproximate average salary by contribution assumption: employee only about $328,666 at 4% or $219,111 at 6%; with 50% employer match about $219,111 at 4% or $146,074 at 6%; with 100% employer match about $164,333 at 4% or $109,555 at 6%.
2013121$4,314,713$237,834$11,325iApproximate average salary by contribution assumption: employee only about $283,136 at 4% or $188,757 at 6%; with 50% employer match about $188,757 at 4% or $125,838 at 6%; with 100% employer match about $141,568 at 4% or $94,379 at 6%.
Mb Investments LLC 401K Plan-21$4,314,713$237,834$11,325iApproximate average salary by contribution assumption: employee only about $283,136 at 4% or $188,757 at 6%; with 50% employer match about $188,757 at 4% or $125,838 at 6%; with 100% employer match about $141,568 at 4% or $94,379 at 6%.
2012123$3,981,483$210,501$9,152iApproximate average salary by contribution assumption: employee only about $228,805 at 4% or $152,537 at 6%; with 50% employer match about $152,537 at 4% or $101,691 at 6%; with 100% employer match about $114,403 at 4% or $76,268 at 6%.
Mb Investments LLC 401K Plan-23$3,981,483$210,501$9,152iApproximate average salary by contribution assumption: employee only about $228,805 at 4% or $152,537 at 6%; with 50% employer match about $152,537 at 4% or $101,691 at 6%; with 100% employer match about $114,403 at 4% or $76,268 at 6%.
2011122$3,416,476$228,886$10,404iApproximate average salary by contribution assumption: employee only about $260,098 at 4% or $173,398 at 6%; with 50% employer match about $173,398 at 4% or $115,599 at 6%; with 100% employer match about $130,049 at 4% or $86,699 at 6%.
Mb Investments LLC 401K Plan-22$3,416,476$228,886$10,404iApproximate average salary by contribution assumption: employee only about $260,098 at 4% or $173,398 at 6%; with 50% employer match about $173,398 at 4% or $115,599 at 6%; with 100% employer match about $130,049 at 4% or $86,699 at 6%.
2010122$3,421,893$198,310$9,014iApproximate average salary by contribution assumption: employee only about $225,352 at 4% or $150,235 at 6%; with 50% employer match about $150,235 at 4% or $100,157 at 6%; with 100% employer match about $112,676 at 4% or $75,117 at 6%.
Mb Investments LLC 401K Plan-22$3,421,893$198,310$9,014iApproximate average salary by contribution assumption: employee only about $225,352 at 4% or $150,235 at 6%; with 50% employer match about $150,235 at 4% or $100,157 at 6%; with 100% employer match about $112,676 at 4% or $75,117 at 6%.
2009122$2,730,383$640,791$29,127iApproximate average salary by contribution assumption: employee only about $728,172 at 4% or $485,448 at 6%; with 50% employer match about $485,448 at 4% or $323,632 at 6%; with 100% employer match about $364,086 at 4% or $242,724 at 6%.
Mb Investments LLC 401K Plan-22$2,730,383$640,791$29,127iApproximate average salary by contribution assumption: employee only about $728,172 at 4% or $485,448 at 6%; with 50% employer match about $485,448 at 4% or $323,632 at 6%; with 100% employer match about $364,086 at 4% or $242,724 at 6%.
2008113$1,578,467$264,696$20,361iApproximate average salary by contribution assumption: employee only about $509,031 at 4% or $339,354 at 6%; with 50% employer match about $339,354 at 4% or $226,236 at 6%; with 100% employer match about $254,515 at 4% or $169,677 at 6%.
Mb Investments LLC 401K Plan-13$1,578,467$264,696$20,361iApproximate average salary by contribution assumption: employee only about $509,031 at 4% or $339,354 at 6%; with 50% employer match about $339,354 at 4% or $226,236 at 6%; with 100% employer match about $254,515 at 4% or $169,677 at 6%.