COSTELLO FINANCIAL PLANNING, INC.
Plan context: COSTELLO FINANCIAL PLANNING, INC. 401K PLAN
EIN 47-3175406 • Arlington Heights, IL • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$678,726
2025 Contributions
$140,479
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 | 3 | $678,726 | $140,479 | $46,826iApproximate average salary by contribution assumption: employee only about $1,170,658 at 4% or $780,439 at 6%; with 50% employer match about $780,439 at 4% or $520,293 at 6%; with 100% employer match about $585,329 at 4% or $390,219 at 6%. |
| COSTELLO FINANCIAL PLANNING, INC. 401K PLAN | - | 3 | $678,726 | $140,479 | $46,826iApproximate average salary by contribution assumption: employee only about $1,170,658 at 4% or $780,439 at 6%; with 50% employer match about $780,439 at 4% or $520,293 at 6%; with 100% employer match about $585,329 at 4% or $390,219 at 6%. |
| 2024 | 1 | 3 | $432,927 | $85,815 | $28,605iApproximate average salary by contribution assumption: employee only about $715,125 at 4% or $476,750 at 6%; with 50% employer match about $476,750 at 4% or $317,833 at 6%; with 100% employer match about $357,563 at 4% or $238,375 at 6%. |
| COSTELLO FINANCIAL PLANNING, INC. 401K PLAN | - | 3 | $432,927 | $85,815 | $28,605iApproximate average salary by contribution assumption: employee only about $715,125 at 4% or $476,750 at 6%; with 50% employer match about $476,750 at 4% or $317,833 at 6%; with 100% employer match about $357,563 at 4% or $238,375 at 6%. |
| 2023 | 1 | 3 | $300,918 | $148,091 | $49,364iApproximate average salary by contribution assumption: employee only about $1,234,092 at 4% or $822,728 at 6%; with 50% employer match about $822,728 at 4% or $548,485 at 6%; with 100% employer match about $617,046 at 4% or $411,364 at 6%. |
| COSTELLO FINANCIAL PLANNING, INC. 401K PLAN | - | 3 | $300,918 | $148,091 | $49,364iApproximate average salary by contribution assumption: employee only about $1,234,092 at 4% or $822,728 at 6%; with 50% employer match about $822,728 at 4% or $548,485 at 6%; with 100% employer match about $617,046 at 4% or $411,364 at 6%. |
| 2022 | 1 | 2 | $116,935 | $34,160 | $17,080iApproximate average salary by contribution assumption: employee only about $427,000 at 4% or $284,667 at 6%; with 50% employer match about $284,667 at 4% or $189,778 at 6%; with 100% employer match about $213,500 at 4% or $142,333 at 6%. |
| COSTELLO FINANCIAL PLANNING, INC. 401K PLAN | - | 2 | $116,935 | $34,160 | $17,080iApproximate average salary by contribution assumption: employee only about $427,000 at 4% or $284,667 at 6%; with 50% employer match about $284,667 at 4% or $189,778 at 6%; with 100% employer match about $213,500 at 4% or $142,333 at 6%. |
| 2021 | 1 | 2 | $96,282 | $96,282 | $48,141iApproximate average salary by contribution assumption: employee only about $1,203,525 at 4% or $802,350 at 6%; with 50% employer match about $802,350 at 4% or $534,900 at 6%; with 100% employer match about $601,763 at 4% or $401,175 at 6%. |
| COSTELLO FINANCIAL PLANNING, INC. 401K PLAN | - | 2 | $96,282 | $96,282 | $48,141iApproximate average salary by contribution assumption: employee only about $1,203,525 at 4% or $802,350 at 6%; with 50% employer match about $802,350 at 4% or $534,900 at 6%; with 100% employer match about $601,763 at 4% or $401,175 at 6%. |