Cook M&A Advisory Services Inc.
Plan context: Cook M&A Advisory Services 401(K)
EIN 46-2413273 • Chicago, IL • 21 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
32
2025 Assets
$3,591,098
2025 Contributions
$746,244
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 32 | $3,591,098 | $746,244 | $23,320iApproximate average salary by contribution assumption: employee only about $583,003 at 4% or $388,669 at 6%; with 50% employer match about $388,669 at 4% or $259,113 at 6%; with 100% employer match about $291,502 at 4% or $194,334 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 32 | $3,591,098 | $746,244 | $23,320iApproximate average salary by contribution assumption: employee only about $583,003 at 4% or $388,669 at 6%; with 50% employer match about $388,669 at 4% or $259,113 at 6%; with 100% employer match about $291,502 at 4% or $194,334 at 6%. |
| 2024 | 2 | 27 | $4,465,818 | $756,261 | $28,010iApproximate average salary by contribution assumption: employee only about $700,242 at 4% or $466,828 at 6%; with 50% employer match about $466,828 at 4% or $311,219 at 6%; with 100% employer match about $350,121 at 4% or $233,414 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 27 | $2,610,412 | $554,107 | $20,522iApproximate average salary by contribution assumption: employee only about $513,062 at 4% or $342,041 at 6%; with 50% employer match about $342,041 at 4% or $228,028 at 6%; with 100% employer match about $256,531 at 4% or $171,021 at 6%. |
| COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | - | 25 | $1,855,406 | $202,154 | $8,086iApproximate average salary by contribution assumption: employee only about $202,154 at 4% or $134,769 at 6%; with 50% employer match about $134,769 at 4% or $89,846 at 6%; with 100% employer match about $101,077 at 4% or $67,385 at 6%. |
| 2023 | 2 | 23 | $3,529,591 | $696,579 | $30,286iApproximate average salary by contribution assumption: employee only about $757,151 at 4% or $504,767 at 6%; with 50% employer match about $504,767 at 4% or $336,512 at 6%; with 100% employer match about $378,576 at 4% or $252,384 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 23 | $1,891,813 | $439,469 | $19,107iApproximate average salary by contribution assumption: employee only about $477,684 at 4% or $318,456 at 6%; with 50% employer match about $318,456 at 4% or $212,304 at 6%; with 100% employer match about $238,842 at 4% or $159,228 at 6%. |
| COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | - | 19 | $1,637,778 | $257,110 | $13,532iApproximate average salary by contribution assumption: employee only about $338,303 at 4% or $225,535 at 6%; with 50% employer match about $225,535 at 4% or $150,357 at 6%; with 100% employer match about $169,151 at 4% or $112,768 at 6%. |
| 2022 | 2 | 23 | $2,795,001 | $433,322 | $18,840iApproximate average salary by contribution assumption: employee only about $471,002 at 4% or $314,001 at 6%; with 50% employer match about $314,001 at 4% or $209,334 at 6%; with 100% employer match about $235,501 at 4% or $157,001 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 23 | $1,424,936 | $343,743 | $14,945iApproximate average salary by contribution assumption: employee only about $373,634 at 4% or $249,089 at 6%; with 50% employer match about $249,089 at 4% or $166,059 at 6%; with 100% employer match about $186,817 at 4% or $124,545 at 6%. |
| COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | - | 16 | $1,370,065 | $89,579 | $5,599iApproximate average salary by contribution assumption: employee only about $139,967 at 4% or $93,311 at 6%; with 50% employer match about $93,311 at 4% or $62,208 at 6%; with 100% employer match about $69,984 at 4% or $46,656 at 6%. |
| 2021 | 2 | 18 | $2,954,343 | $852,970 | $47,387iApproximate average salary by contribution assumption: employee only about $1,184,681 at 4% or $789,787 at 6%; with 50% employer match about $789,787 at 4% or $526,525 at 6%; with 100% employer match about $592,340 at 4% or $394,894 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 18 | $1,477,637 | $276,300 | $15,350iApproximate average salary by contribution assumption: employee only about $383,750 at 4% or $255,833 at 6%; with 50% employer match about $255,833 at 4% or $170,556 at 6%; with 100% employer match about $191,875 at 4% or $127,917 at 6%. |
| COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | - | 13 | $1,476,706 | $576,670 | $44,359iApproximate average salary by contribution assumption: employee only about $1,108,981 at 4% or $739,321 at 6%; with 50% employer match about $739,321 at 4% or $492,880 at 6%; with 100% employer match about $554,490 at 4% or $369,660 at 6%. |
| 2020 | 2 | 13 | $1,978,821 | $424,165 | $32,628iApproximate average salary by contribution assumption: employee only about $815,702 at 4% or $543,801 at 6%; with 50% employer match about $543,801 at 4% or $362,534 at 6%; with 100% employer match about $407,851 at 4% or $271,901 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 13 | $1,082,955 | $199,165 | $15,320iApproximate average salary by contribution assumption: employee only about $383,010 at 4% or $255,340 at 6%; with 50% employer match about $255,340 at 4% or $170,226 at 6%; with 100% employer match about $191,505 at 4% or $127,670 at 6%. |
| COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | - | 11 | $895,866 | $225,000 | $20,455iApproximate average salary by contribution assumption: employee only about $511,364 at 4% or $340,909 at 6%; with 50% employer match about $340,909 at 4% or $227,273 at 6%; with 100% employer match about $255,682 at 4% or $170,455 at 6%. |
| 2019 | 2 | 15 | $1,493,044 | $475,310 | $31,687iApproximate average salary by contribution assumption: employee only about $792,183 at 4% or $528,122 at 6%; with 50% employer match about $528,122 at 4% or $352,081 at 6%; with 100% employer match about $396,092 at 4% or $264,061 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 15 | $851,253 | $229,880 | $15,325iApproximate average salary by contribution assumption: employee only about $383,133 at 4% or $255,422 at 6%; with 50% employer match about $255,422 at 4% or $170,281 at 6%; with 100% employer match about $191,567 at 4% or $127,711 at 6%. |
| COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | - | 12 | $641,791 | $245,430 | $20,453iApproximate average salary by contribution assumption: employee only about $511,313 at 4% or $340,875 at 6%; with 50% employer match about $340,875 at 4% or $227,250 at 6%; with 100% employer match about $255,656 at 4% or $170,438 at 6%. |
| 2018 | 2 | 15 | $925,126 | $258,927 | $17,262iApproximate average salary by contribution assumption: employee only about $431,545 at 4% or $287,697 at 6%; with 50% employer match about $287,697 at 4% or $191,798 at 6%; with 100% employer match about $215,773 at 4% or $143,848 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 15 | $540,224 | $55,867 | $3,724iApproximate average salary by contribution assumption: employee only about $93,112 at 4% or $62,074 at 6%; with 50% employer match about $62,074 at 4% or $41,383 at 6%; with 100% employer match about $46,556 at 4% or $31,037 at 6%. |
| COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | - | 7 | $384,902 | $203,060 | $29,009iApproximate average salary by contribution assumption: employee only about $725,214 at 4% or $483,476 at 6%; with 50% employer match about $483,476 at 4% or $322,317 at 6%; with 100% employer match about $362,607 at 4% or $241,738 at 6%. |
| 2017 | 2 | 12 | $839,879 | $336,038 | $28,003iApproximate average salary by contribution assumption: employee only about $700,079 at 4% or $466,719 at 6%; with 50% employer match about $466,719 at 4% or $311,146 at 6%; with 100% employer match about $350,040 at 4% or $233,360 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 12 | $555,613 | $176,493 | $14,708iApproximate average salary by contribution assumption: employee only about $367,694 at 4% or $245,129 at 6%; with 50% employer match about $245,129 at 4% or $163,419 at 6%; with 100% employer match about $183,847 at 4% or $122,565 at 6%. |
| COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | - | 9 | $284,266 | $159,545 | $17,727iApproximate average salary by contribution assumption: employee only about $443,181 at 4% or $295,454 at 6%; with 50% employer match about $295,454 at 4% or $196,969 at 6%; with 100% employer match about $221,590 at 4% or $147,727 at 6%. |
| 2016 | 2 | 8 | $685,617 | $389,023 | $48,628iApproximate average salary by contribution assumption: employee only about $1,215,697 at 4% or $810,465 at 6%; with 50% employer match about $810,465 at 4% or $540,310 at 6%; with 100% employer match about $607,848 at 4% or $405,232 at 6%. |
| COOK M&A ADVISORY SERVICES, INC. CASH BALANCE PLAN | - | 7 | $369,743 | $369,743 | $52,820iApproximate average salary by contribution assumption: employee only about $1,320,511 at 4% or $880,340 at 6%; with 50% employer match about $880,340 at 4% or $586,894 at 6%; with 100% employer match about $660,255 at 4% or $440,170 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 8 | $315,874 | $19,280 | $2,410iApproximate average salary by contribution assumption: employee only about $60,250 at 4% or $40,167 at 6%; with 50% employer match about $40,167 at 4% or $26,778 at 6%; with 100% employer match about $30,125 at 4% or $20,083 at 6%. |
| 2015 | 1 | 10 | $279,847 | $5,306 | $531iApproximate average salary by contribution assumption: employee only about $13,265 at 4% or $8,843 at 6%; with 50% employer match about $8,843 at 4% or $5,896 at 6%; with 100% employer match about $6,633 at 4% or $4,422 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 10 | $279,847 | $5,306 | $531iApproximate average salary by contribution assumption: employee only about $13,265 at 4% or $8,843 at 6%; with 50% employer match about $8,843 at 4% or $5,896 at 6%; with 100% employer match about $6,633 at 4% or $4,422 at 6%. |
| 2014 | 1 | 6 | $313,224 | $53,255 | $8,876iApproximate average salary by contribution assumption: employee only about $221,896 at 4% or $147,931 at 6%; with 50% employer match about $147,931 at 4% or $98,620 at 6%; with 100% employer match about $110,948 at 4% or $73,965 at 6%. |
| Cook M&A Advisory Services 401(K) | - | 6 | $313,224 | $53,255 | $8,876iApproximate average salary by contribution assumption: employee only about $221,896 at 4% or $147,931 at 6%; with 50% employer match about $147,931 at 4% or $98,620 at 6%; with 100% employer match about $110,948 at 4% or $73,965 at 6%. |