Civic Intelligence

Advantax Inc.

Plan context: Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust

EIN 47-2691056 • Elgin, IL • 10 filings • 1 plans

2500 Westfield DriveSuite 202Elgin, IL 60124
Current Snapshot

Latest Year

2024

2024 Participants

46

2024 Assets

$3,864,554

2024 Contributions

$608,502

Historical Graphs

Total Assets Over Time

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

$3,864,554$1,932,277$0201520202024YearValue
$3,864,554Latest year 2024

Participants Over Time

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

46230201520202024YearValue
46Latest 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
2024146$3,864,554$608,502$13,228iApproximate average salary by contribution assumption: employee only about $330,708 at 4% or $220,472 at 6%; with 50% employer match about $220,472 at 4% or $146,981 at 6%; with 100% employer match about $165,354 at 4% or $110,236 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-46$3,864,554$608,502$13,228iApproximate average salary by contribution assumption: employee only about $330,708 at 4% or $220,472 at 6%; with 50% employer match about $220,472 at 4% or $146,981 at 6%; with 100% employer match about $165,354 at 4% or $110,236 at 6%.
2023135$2,839,378$277,280$7,922iApproximate average salary by contribution assumption: employee only about $198,057 at 4% or $132,038 at 6%; with 50% employer match about $132,038 at 4% or $88,025 at 6%; with 100% employer match about $99,029 at 4% or $66,019 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-35$2,839,378$277,280$7,922iApproximate average salary by contribution assumption: employee only about $198,057 at 4% or $132,038 at 6%; with 50% employer match about $132,038 at 4% or $88,025 at 6%; with 100% employer match about $99,029 at 4% or $66,019 at 6%.
2022129$2,187,747$260,580$8,986iApproximate average salary by contribution assumption: employee only about $224,638 at 4% or $149,759 at 6%; with 50% employer match about $149,759 at 4% or $99,839 at 6%; with 100% employer match about $112,319 at 4% or $74,879 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-29$2,187,747$260,580$8,986iApproximate average salary by contribution assumption: employee only about $224,638 at 4% or $149,759 at 6%; with 50% employer match about $149,759 at 4% or $99,839 at 6%; with 100% employer match about $112,319 at 4% or $74,879 at 6%.
2021129$2,477,019$221,172$7,627iApproximate average salary by contribution assumption: employee only about $190,666 at 4% or $127,110 at 6%; with 50% employer match about $127,110 at 4% or $84,740 at 6%; with 100% employer match about $95,333 at 4% or $63,555 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-29$2,477,019$221,172$7,627iApproximate average salary by contribution assumption: employee only about $190,666 at 4% or $127,110 at 6%; with 50% employer match about $127,110 at 4% or $84,740 at 6%; with 100% employer match about $95,333 at 4% or $63,555 at 6%.
2020127$1,892,475$231,419$8,571iApproximate average salary by contribution assumption: employee only about $214,277 at 4% or $142,851 at 6%; with 50% employer match about $142,851 at 4% or $95,234 at 6%; with 100% employer match about $107,138 at 4% or $71,426 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-27$1,892,475$231,419$8,571iApproximate average salary by contribution assumption: employee only about $214,277 at 4% or $142,851 at 6%; with 50% employer match about $142,851 at 4% or $95,234 at 6%; with 100% employer match about $107,138 at 4% or $71,426 at 6%.
2019126$1,460,066$183,621$7,062iApproximate average salary by contribution assumption: employee only about $176,559 at 4% or $117,706 at 6%; with 50% employer match about $117,706 at 4% or $78,471 at 6%; with 100% employer match about $88,279 at 4% or $58,853 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-26$1,460,066$183,621$7,062iApproximate average salary by contribution assumption: employee only about $176,559 at 4% or $117,706 at 6%; with 50% employer match about $117,706 at 4% or $78,471 at 6%; with 100% employer match about $88,279 at 4% or $58,853 at 6%.
2018120$1,040,322$153,377$7,669iApproximate average salary by contribution assumption: employee only about $191,721 at 4% or $127,814 at 6%; with 50% employer match about $127,814 at 4% or $85,209 at 6%; with 100% employer match about $95,861 at 4% or $63,907 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-20$1,040,322$153,377$7,669iApproximate average salary by contribution assumption: employee only about $191,721 at 4% or $127,814 at 6%; with 50% employer match about $127,814 at 4% or $85,209 at 6%; with 100% employer match about $95,861 at 4% or $63,907 at 6%.
2017120$970,959$134,503$6,725iApproximate average salary by contribution assumption: employee only about $168,129 at 4% or $112,086 at 6%; with 50% employer match about $112,086 at 4% or $74,724 at 6%; with 100% employer match about $84,064 at 4% or $56,043 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-20$970,959$134,503$6,725iApproximate average salary by contribution assumption: employee only about $168,129 at 4% or $112,086 at 6%; with 50% employer match about $112,086 at 4% or $74,724 at 6%; with 100% employer match about $84,064 at 4% or $56,043 at 6%.
2016115$710,548$116,213$7,748iApproximate average salary by contribution assumption: employee only about $193,688 at 4% or $129,126 at 6%; with 50% employer match about $129,126 at 4% or $86,084 at 6%; with 100% employer match about $96,844 at 4% or $64,563 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-15$710,548$116,213$7,748iApproximate average salary by contribution assumption: employee only about $193,688 at 4% or $129,126 at 6%; with 50% employer match about $129,126 at 4% or $86,084 at 6%; with 100% employer match about $96,844 at 4% or $64,563 at 6%.
2015116$1,500,909$146,623$9,164iApproximate average salary by contribution assumption: employee only about $229,098 at 4% or $152,732 at 6%; with 50% employer match about $152,732 at 4% or $101,822 at 6%; with 100% employer match about $114,549 at 4% or $76,366 at 6%.
Advantax Inc. Employees' Profit Sharing and Savings Plan and Trust-16$1,500,909$146,623$9,164iApproximate average salary by contribution assumption: employee only about $229,098 at 4% or $152,732 at 6%; with 50% employer match about $152,732 at 4% or $101,822 at 6%; with 100% employer match about $114,549 at 4% or $76,366 at 6%.