Civic Intelligence

Mooney Lyons Financial Services Corp.

Plan context: Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan

EIN 47-1672105 • South Barrington, IL • 10 filings • 2 plans

1 Executive CourtSuite 5South Barrington, IL 60010
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$3,423,345

2025 Contributions

$242,152

Historical Graphs

Total Assets Over Time

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

$3,423,345$1,711,673$0201620202024YearValue
$3,423,345Latest year 2024

Participants Over Time

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

1370201620202024YearValue
13Latest 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
202510$0$0-
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-0$0$0-
2024113$3,423,345$242,152$18,627iApproximate average salary by contribution assumption: employee only about $465,677 at 4% or $310,451 at 6%; with 50% employer match about $310,451 at 4% or $206,968 at 6%; with 100% employer match about $232,838 at 4% or $155,226 at 6%.
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-13$3,423,345$242,152$18,627iApproximate average salary by contribution assumption: employee only about $465,677 at 4% or $310,451 at 6%; with 50% employer match about $310,451 at 4% or $206,968 at 6%; with 100% employer match about $232,838 at 4% or $155,226 at 6%.
2023113$2,796,784$242,955$18,689iApproximate average salary by contribution assumption: employee only about $467,221 at 4% or $311,481 at 6%; with 50% employer match about $311,481 at 4% or $207,654 at 6%; with 100% employer match about $233,611 at 4% or $155,740 at 6%.
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-13$2,796,784$242,955$18,689iApproximate average salary by contribution assumption: employee only about $467,221 at 4% or $311,481 at 6%; with 50% employer match about $311,481 at 4% or $207,654 at 6%; with 100% employer match about $233,611 at 4% or $155,740 at 6%.
2022113$2,395,759$204,204$15,708iApproximate average salary by contribution assumption: employee only about $392,700 at 4% or $261,800 at 6%; with 50% employer match about $261,800 at 4% or $174,533 at 6%; with 100% employer match about $196,350 at 4% or $130,900 at 6%.
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-13$2,395,759$204,204$15,708iApproximate average salary by contribution assumption: employee only about $392,700 at 4% or $261,800 at 6%; with 50% employer match about $261,800 at 4% or $174,533 at 6%; with 100% employer match about $196,350 at 4% or $130,900 at 6%.
2021112$2,737,206$181,228$15,102iApproximate average salary by contribution assumption: employee only about $377,558 at 4% or $251,706 at 6%; with 50% employer match about $251,706 at 4% or $167,804 at 6%; with 100% employer match about $188,779 at 4% or $125,853 at 6%.
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-12$2,737,206$181,228$15,102iApproximate average salary by contribution assumption: employee only about $377,558 at 4% or $251,706 at 6%; with 50% employer match about $251,706 at 4% or $167,804 at 6%; with 100% employer match about $188,779 at 4% or $125,853 at 6%.
2020112$2,267,141$162,677$13,556iApproximate average salary by contribution assumption: employee only about $338,910 at 4% or $225,940 at 6%; with 50% employer match about $225,940 at 4% or $150,627 at 6%; with 100% employer match about $169,455 at 4% or $112,970 at 6%.
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-12$2,267,141$162,677$13,556iApproximate average salary by contribution assumption: employee only about $338,910 at 4% or $225,940 at 6%; with 50% employer match about $225,940 at 4% or $150,627 at 6%; with 100% employer match about $169,455 at 4% or $112,970 at 6%.
2019111$1,663,843$142,911$12,992iApproximate average salary by contribution assumption: employee only about $324,798 at 4% or $216,532 at 6%; with 50% employer match about $216,532 at 4% or $144,355 at 6%; with 100% employer match about $162,399 at 4% or $108,266 at 6%.
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-11$1,663,843$142,911$12,992iApproximate average salary by contribution assumption: employee only about $324,798 at 4% or $216,532 at 6%; with 50% employer match about $216,532 at 4% or $144,355 at 6%; with 100% employer match about $162,399 at 4% or $108,266 at 6%.
2018111$1,176,569$84,787$7,708iApproximate average salary by contribution assumption: employee only about $192,698 at 4% or $128,465 at 6%; with 50% employer match about $128,465 at 4% or $85,643 at 6%; with 100% employer match about $96,349 at 4% or $64,233 at 6%.
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-11$1,176,569$84,787$7,708iApproximate average salary by contribution assumption: employee only about $192,698 at 4% or $128,465 at 6%; with 50% employer match about $128,465 at 4% or $85,643 at 6%; with 100% employer match about $96,349 at 4% or $64,233 at 6%.
2017110$1,222,584$70,328$7,033iApproximate average salary by contribution assumption: employee only about $175,820 at 4% or $117,213 at 6%; with 50% employer match about $117,213 at 4% or $78,142 at 6%; with 100% employer match about $87,910 at 4% or $58,607 at 6%.
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-10$1,222,584$70,328$7,033iApproximate average salary by contribution assumption: employee only about $175,820 at 4% or $117,213 at 6%; with 50% employer match about $117,213 at 4% or $78,142 at 6%; with 100% employer match about $87,910 at 4% or $58,607 at 6%.
201618$942,071$67,586$8,448iApproximate average salary by contribution assumption: employee only about $211,206 at 4% or $140,804 at 6%; with 50% employer match about $140,804 at 4% or $93,869 at 6%; with 100% employer match about $105,603 at 4% or $70,402 at 6%.
Mooney Lyons Financial Services Corp. 401(K) Profit Sharing Plan-8$942,071$67,586$8,448iApproximate average salary by contribution assumption: employee only about $211,206 at 4% or $140,804 at 6%; with 50% employer match about $140,804 at 4% or $93,869 at 6%; with 100% employer match about $105,603 at 4% or $70,402 at 6%.