Civic Intelligence

Lynch Mcpeek Wealth Management

Plan context: Lynch Mcpeek Wealth Management 401(K) Plan

EIN 46-2725184 • Glenview, IL • 18 filings • 2 plans

2700 Patriot Boulevard, Suite 420Glenview, IL 60026
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,171,574

2024 Contributions

$340,262

Historical Graphs

Total Assets Over Time

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

$2,468,873$1,234,437$0201420192024YearValue
$2,171,574Latest year 2024

Participants Over Time

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

840201420192024YearValue
8Latest 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
202428$2,171,574$340,262$42,533iApproximate average salary by contribution assumption: employee only about $1,063,319 at 4% or $708,879 at 6%; with 50% employer match about $708,879 at 4% or $472,586 at 6%; with 100% employer match about $531,659 at 4% or $354,440 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-8$2,171,574$203,012$25,377iApproximate average salary by contribution assumption: employee only about $634,413 at 4% or $422,942 at 6%; with 50% employer match about $422,942 at 4% or $281,961 at 6%; with 100% employer match about $317,206 at 4% or $211,471 at 6%.
LYNCH MCPEEK WEALTH MANAGEMENT CASH BALANCE PLAN-0$0$137,250-
202327$2,468,873$331,052$47,293iApproximate average salary by contribution assumption: employee only about $1,182,329 at 4% or $788,219 at 6%; with 50% employer match about $788,219 at 4% or $525,479 at 6%; with 100% employer match about $591,164 at 4% or $394,110 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-7$1,682,058$158,392$22,627iApproximate average salary by contribution assumption: employee only about $565,686 at 4% or $377,124 at 6%; with 50% employer match about $377,124 at 4% or $251,416 at 6%; with 100% employer match about $282,843 at 4% or $188,562 at 6%.
LYNCH MCPEEK WEALTH MANAGEMENT CASH BALANCE PLAN-6$786,815$172,660$28,777iApproximate average salary by contribution assumption: employee only about $719,417 at 4% or $479,611 at 6%; with 50% employer match about $479,611 at 4% or $319,741 at 6%; with 100% employer match about $359,708 at 4% or $239,806 at 6%.
202226$1,760,546$142,232$23,705iApproximate average salary by contribution assumption: employee only about $592,633 at 4% or $395,089 at 6%; with 50% employer match about $395,089 at 4% or $263,393 at 6%; with 100% employer match about $296,317 at 4% or $197,544 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-6$1,236,910$142,232$23,705iApproximate average salary by contribution assumption: employee only about $592,633 at 4% or $395,089 at 6%; with 50% employer match about $395,089 at 4% or $263,393 at 6%; with 100% employer match about $296,317 at 4% or $197,544 at 6%.
LYNCH MCPEEK WEALTH MANAGEMENT CASH BALANCE PLAN-5$523,636$0-
202126$1,976,021$263,050$43,842iApproximate average salary by contribution assumption: employee only about $1,096,042 at 4% or $730,694 at 6%; with 50% employer match about $730,694 at 4% or $487,130 at 6%; with 100% employer match about $548,021 at 4% or $365,347 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-6$1,366,281$131,730$21,955iApproximate average salary by contribution assumption: employee only about $548,875 at 4% or $365,917 at 6%; with 50% employer match about $365,917 at 4% or $243,944 at 6%; with 100% employer match about $274,438 at 4% or $182,958 at 6%.
LYNCH MCPEEK WEALTH MANAGEMENT CASH BALANCE PLAN-5$609,740$131,320$26,264iApproximate average salary by contribution assumption: employee only about $656,600 at 4% or $437,733 at 6%; with 50% employer match about $437,733 at 4% or $291,822 at 6%; with 100% employer match about $328,300 at 4% or $218,867 at 6%.
202026$1,461,585$238,587$39,765iApproximate average salary by contribution assumption: employee only about $994,113 at 4% or $662,742 at 6%; with 50% employer match about $662,742 at 4% or $441,828 at 6%; with 100% employer match about $497,056 at 4% or $331,371 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-6$1,031,816$165,587$27,598iApproximate average salary by contribution assumption: employee only about $689,946 at 4% or $459,964 at 6%; with 50% employer match about $459,964 at 4% or $306,643 at 6%; with 100% employer match about $344,973 at 4% or $229,982 at 6%.
LYNCH MCPEEK WEALTH MANAGEMENT CASH BALANCE PLAN-5$429,769$73,000$14,600iApproximate average salary by contribution assumption: employee only about $365,000 at 4% or $243,333 at 6%; with 50% employer match about $243,333 at 4% or $162,222 at 6%; with 100% employer match about $182,500 at 4% or $121,667 at 6%.
201926$959,742$266,903$44,484iApproximate average salary by contribution assumption: employee only about $1,112,096 at 4% or $741,397 at 6%; with 50% employer match about $741,397 at 4% or $494,265 at 6%; with 100% employer match about $556,048 at 4% or $370,699 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-6$691,496$121,903$20,317iApproximate average salary by contribution assumption: employee only about $507,929 at 4% or $338,619 at 6%; with 50% employer match about $338,619 at 4% or $225,746 at 6%; with 100% employer match about $253,965 at 4% or $169,310 at 6%.
LYNCH MCPEEK WEALTH MANAGEMENT CASH BALANCE PLAN-5$268,246$145,000$29,000iApproximate average salary by contribution assumption: employee only about $725,000 at 4% or $483,333 at 6%; with 50% employer match about $483,333 at 4% or $322,222 at 6%; with 100% employer match about $362,500 at 4% or $241,667 at 6%.
201826$555,923$220,579$36,763iApproximate average salary by contribution assumption: employee only about $919,079 at 4% or $612,719 at 6%; with 50% employer match about $612,719 at 4% or $408,480 at 6%; with 100% employer match about $459,540 at 4% or $306,360 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-6$444,607$108,112$18,019iApproximate average salary by contribution assumption: employee only about $450,467 at 4% or $300,311 at 6%; with 50% employer match about $300,311 at 4% or $200,207 at 6%; with 100% employer match about $225,233 at 4% or $150,156 at 6%.
LYNCH MCPEEK WEALTH MANAGEMENT CASH BALANCE PLAN-5$111,316$112,467$22,493iApproximate average salary by contribution assumption: employee only about $562,335 at 4% or $374,890 at 6%; with 50% employer match about $374,890 at 4% or $249,927 at 6%; with 100% employer match about $281,168 at 4% or $187,445 at 6%.
201716$418,443$85,980$14,330iApproximate average salary by contribution assumption: employee only about $358,250 at 4% or $238,833 at 6%; with 50% employer match about $238,833 at 4% or $159,222 at 6%; with 100% employer match about $179,125 at 4% or $119,417 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-6$418,443$85,980$14,330iApproximate average salary by contribution assumption: employee only about $358,250 at 4% or $238,833 at 6%; with 50% employer match about $238,833 at 4% or $159,222 at 6%; with 100% employer match about $179,125 at 4% or $119,417 at 6%.
201615$274,870$82,839$16,568iApproximate average salary by contribution assumption: employee only about $414,195 at 4% or $276,130 at 6%; with 50% employer match about $276,130 at 4% or $184,087 at 6%; with 100% employer match about $207,098 at 4% or $138,065 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-5$274,870$82,839$16,568iApproximate average salary by contribution assumption: employee only about $414,195 at 4% or $276,130 at 6%; with 50% employer match about $276,130 at 4% or $184,087 at 6%; with 100% employer match about $207,098 at 4% or $138,065 at 6%.
201515$168,523$87,571$17,514iApproximate average salary by contribution assumption: employee only about $437,855 at 4% or $291,903 at 6%; with 50% employer match about $291,903 at 4% or $194,602 at 6%; with 100% employer match about $218,928 at 4% or $145,952 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-5$168,523$87,571$17,514iApproximate average salary by contribution assumption: employee only about $437,855 at 4% or $291,903 at 6%; with 50% employer match about $291,903 at 4% or $194,602 at 6%; with 100% employer match about $218,928 at 4% or $145,952 at 6%.
201416$86,056$82,176$13,696iApproximate average salary by contribution assumption: employee only about $342,400 at 4% or $228,267 at 6%; with 50% employer match about $228,267 at 4% or $152,178 at 6%; with 100% employer match about $171,200 at 4% or $114,133 at 6%.
Lynch Mcpeek Wealth Management 401(K) Plan-6$86,056$82,176$13,696iApproximate average salary by contribution assumption: employee only about $342,400 at 4% or $228,267 at 6%; with 50% employer match about $228,267 at 4% or $152,178 at 6%; with 100% employer match about $171,200 at 4% or $114,133 at 6%.