Civic Intelligence

Elm Tree Funds LLC

Plan context: Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust

EIN 45-2591980 • St. Louis, MO • 13 filings • 3 plans

120 S. Central Avenue, Suite 300St. Louis, MO 63105
Current Snapshot

Latest Year

2025

2025 Participants

39

2025 Assets

$6,224,191

2025 Contributions

$878,819

Historical Graphs

Total Assets Over Time

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

$8,198,462$4,099,231$0201320192025YearValue
$6,224,191Latest year 2025

Participants Over Time

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

56280201320192025YearValue
39Latest 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
2025139$6,224,191$878,819$22,534iApproximate average salary by contribution assumption: employee only about $563,346 at 4% or $375,564 at 6%; with 50% employer match about $375,564 at 4% or $250,376 at 6%; with 100% employer match about $281,673 at 4% or $187,782 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-39$6,224,191$878,819$22,534iApproximate average salary by contribution assumption: employee only about $563,346 at 4% or $375,564 at 6%; with 50% employer match about $375,564 at 4% or $250,376 at 6%; with 100% employer match about $281,673 at 4% or $187,782 at 6%.
2024156$8,198,462$1,182,430$21,115iApproximate average salary by contribution assumption: employee only about $527,871 at 4% or $351,914 at 6%; with 50% employer match about $351,914 at 4% or $234,609 at 6%; with 100% employer match about $263,935 at 4% or $175,957 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-56$8,198,462$1,182,430$21,115iApproximate average salary by contribution assumption: employee only about $527,871 at 4% or $351,914 at 6%; with 50% employer match about $351,914 at 4% or $234,609 at 6%; with 100% employer match about $263,935 at 4% or $175,957 at 6%.
2023155$6,660,450$1,030,032$18,728iApproximate average salary by contribution assumption: employee only about $468,196 at 4% or $312,131 at 6%; with 50% employer match about $312,131 at 4% or $208,087 at 6%; with 100% employer match about $234,098 at 4% or $156,065 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-55$6,660,450$1,030,032$18,728iApproximate average salary by contribution assumption: employee only about $468,196 at 4% or $312,131 at 6%; with 50% employer match about $312,131 at 4% or $208,087 at 6%; with 100% employer match about $234,098 at 4% or $156,065 at 6%.
2022149$5,110,317$944,911$19,284iApproximate average salary by contribution assumption: employee only about $482,097 at 4% or $321,398 at 6%; with 50% employer match about $321,398 at 4% or $214,266 at 6%; with 100% employer match about $241,049 at 4% or $160,699 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-49$5,110,317$944,911$19,284iApproximate average salary by contribution assumption: employee only about $482,097 at 4% or $321,398 at 6%; with 50% employer match about $321,398 at 4% or $214,266 at 6%; with 100% employer match about $241,049 at 4% or $160,699 at 6%.
2021144$5,199,879$810,322$18,416iApproximate average salary by contribution assumption: employee only about $460,410 at 4% or $306,940 at 6%; with 50% employer match about $306,940 at 4% or $204,627 at 6%; with 100% employer match about $230,205 at 4% or $153,470 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-44$5,199,879$810,322$18,416iApproximate average salary by contribution assumption: employee only about $460,410 at 4% or $306,940 at 6%; with 50% employer match about $306,940 at 4% or $204,627 at 6%; with 100% employer match about $230,205 at 4% or $153,470 at 6%.
2020139$3,746,024$490,510$12,577iApproximate average salary by contribution assumption: employee only about $314,429 at 4% or $209,620 at 6%; with 50% employer match about $209,620 at 4% or $139,746 at 6%; with 100% employer match about $157,215 at 4% or $104,810 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-39$3,746,024$490,510$12,577iApproximate average salary by contribution assumption: employee only about $314,429 at 4% or $209,620 at 6%; with 50% employer match about $209,620 at 4% or $139,746 at 6%; with 100% employer match about $157,215 at 4% or $104,810 at 6%.
2019132$2,753,989$727,646$22,739iApproximate average salary by contribution assumption: employee only about $568,473 at 4% or $378,982 at 6%; with 50% employer match about $378,982 at 4% or $252,655 at 6%; with 100% employer match about $284,237 at 4% or $189,491 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-32$2,753,989$727,646$22,739iApproximate average salary by contribution assumption: employee only about $568,473 at 4% or $378,982 at 6%; with 50% employer match about $378,982 at 4% or $252,655 at 6%; with 100% employer match about $284,237 at 4% or $189,491 at 6%.
2018129$1,736,343$353,460$12,188iApproximate average salary by contribution assumption: employee only about $304,707 at 4% or $203,138 at 6%; with 50% employer match about $203,138 at 4% or $135,425 at 6%; with 100% employer match about $152,353 at 4% or $101,569 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-29$1,736,343$353,460$12,188iApproximate average salary by contribution assumption: employee only about $304,707 at 4% or $203,138 at 6%; with 50% employer match about $203,138 at 4% or $135,425 at 6%; with 100% employer match about $152,353 at 4% or $101,569 at 6%.
2017115$1,526,425$719,996$48,000iApproximate average salary by contribution assumption: employee only about $1,199,993 at 4% or $799,996 at 6%; with 50% employer match about $799,996 at 4% or $533,330 at 6%; with 100% employer match about $599,997 at 4% or $399,998 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-15$1,526,425$719,996$48,000iApproximate average salary by contribution assumption: employee only about $1,199,993 at 4% or $799,996 at 6%; with 50% employer match about $799,996 at 4% or $533,330 at 6%; with 100% employer match about $599,997 at 4% or $399,998 at 6%.
2016110$651,511$162,450$16,245iApproximate average salary by contribution assumption: employee only about $406,125 at 4% or $270,750 at 6%; with 50% employer match about $270,750 at 4% or $180,500 at 6%; with 100% employer match about $203,063 at 4% or $135,375 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-10$651,511$162,450$16,245iApproximate average salary by contribution assumption: employee only about $406,125 at 4% or $270,750 at 6%; with 50% employer match about $270,750 at 4% or $180,500 at 6%; with 100% employer match about $203,063 at 4% or $135,375 at 6%.
201519$439,432$185,344$20,594iApproximate average salary by contribution assumption: employee only about $514,844 at 4% or $343,230 at 6%; with 50% employer match about $343,230 at 4% or $228,820 at 6%; with 100% employer match about $257,422 at 4% or $171,615 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-9$439,432$185,344$20,594iApproximate average salary by contribution assumption: employee only about $514,844 at 4% or $343,230 at 6%; with 50% employer match about $343,230 at 4% or $228,820 at 6%; with 100% employer match about $257,422 at 4% or $171,615 at 6%.
201418$261,242$87,098$10,887iApproximate average salary by contribution assumption: employee only about $272,181 at 4% or $181,454 at 6%; with 50% employer match about $181,454 at 4% or $120,969 at 6%; with 100% employer match about $136,091 at 4% or $90,727 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-8$261,242$87,098$10,887iApproximate average salary by contribution assumption: employee only about $272,181 at 4% or $181,454 at 6%; with 50% employer match about $181,454 at 4% or $120,969 at 6%; with 100% employer match about $136,091 at 4% or $90,727 at 6%.
201315$160,855$152,417$30,483iApproximate average salary by contribution assumption: employee only about $762,085 at 4% or $508,057 at 6%; with 50% employer match about $508,057 at 4% or $338,704 at 6%; with 100% employer match about $381,043 at 4% or $254,028 at 6%.
Elm Tree Funds LLC 401(K) Profit Sharing Plan and Trust-5$160,855$152,417$30,483iApproximate average salary by contribution assumption: employee only about $762,085 at 4% or $508,057 at 6%; with 50% employer match about $508,057 at 4% or $338,704 at 6%; with 100% employer match about $381,043 at 4% or $254,028 at 6%.