Civic Intelligence

COSTA IVONE, LLC

Plan context: COSTA IVONE, LLC 401(K) PLAN

EIN 47-4690363 • Chicago, IL • 8 filings • 1 plans

230 W Monroe StSuite 1020Chicago, IL 60606
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$2,408,218

2025 Contributions

$290,618

Historical Graphs

Total Assets Over Time

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

$2,408,218$1,204,109$0201820222025YearValue
$2,408,218Latest year 2025

Participants Over Time

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

23120201820222025YearValue
21Latest year 2025

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
2025121$2,408,218$290,618$13,839iApproximate average salary by contribution assumption: employee only about $345,974 at 4% or $230,649 at 6%; with 50% employer match about $230,649 at 4% or $153,766 at 6%; with 100% employer match about $172,987 at 4% or $115,325 at 6%.
COSTA IVONE, LLC 401(K) PLAN-21$2,408,218$290,618$13,839iApproximate average salary by contribution assumption: employee only about $345,974 at 4% or $230,649 at 6%; with 50% employer match about $230,649 at 4% or $153,766 at 6%; with 100% employer match about $172,987 at 4% or $115,325 at 6%.
2024115$1,776,336$168,763$11,251iApproximate average salary by contribution assumption: employee only about $281,272 at 4% or $187,514 at 6%; with 50% employer match about $187,514 at 4% or $125,010 at 6%; with 100% employer match about $140,636 at 4% or $93,757 at 6%.
COSTA IVONE, LLC 401(K) PLAN-15$1,776,336$168,763$11,251iApproximate average salary by contribution assumption: employee only about $281,272 at 4% or $187,514 at 6%; with 50% employer match about $187,514 at 4% or $125,010 at 6%; with 100% employer match about $140,636 at 4% or $93,757 at 6%.
2023120$1,427,848$243,104$12,155iApproximate average salary by contribution assumption: employee only about $303,880 at 4% or $202,587 at 6%; with 50% employer match about $202,587 at 4% or $135,058 at 6%; with 100% employer match about $151,940 at 4% or $101,293 at 6%.
COSTA IVONE, LLC 401(K) PLAN-20$1,427,848$243,104$12,155iApproximate average salary by contribution assumption: employee only about $303,880 at 4% or $202,587 at 6%; with 50% employer match about $202,587 at 4% or $135,058 at 6%; with 100% employer match about $151,940 at 4% or $101,293 at 6%.
2022123$1,053,293$229,743$9,989iApproximate average salary by contribution assumption: employee only about $249,721 at 4% or $166,480 at 6%; with 50% employer match about $166,480 at 4% or $110,987 at 6%; with 100% employer match about $124,860 at 4% or $83,240 at 6%.
COSTA IVONE, LLC 401(K) PLAN-23$1,053,293$229,743$9,989iApproximate average salary by contribution assumption: employee only about $249,721 at 4% or $166,480 at 6%; with 50% employer match about $166,480 at 4% or $110,987 at 6%; with 100% employer match about $124,860 at 4% or $83,240 at 6%.
2021118$1,032,603$214,512$11,917iApproximate average salary by contribution assumption: employee only about $297,933 at 4% or $198,622 at 6%; with 50% employer match about $198,622 at 4% or $132,415 at 6%; with 100% employer match about $148,967 at 4% or $99,311 at 6%.
COSTA IVONE, LLC 401(K) PLAN-18$1,032,603$214,512$11,917iApproximate average salary by contribution assumption: employee only about $297,933 at 4% or $198,622 at 6%; with 50% employer match about $198,622 at 4% or $132,415 at 6%; with 100% employer match about $148,967 at 4% or $99,311 at 6%.
2020116$709,826$201,668$12,604iApproximate average salary by contribution assumption: employee only about $315,106 at 4% or $210,071 at 6%; with 50% employer match about $210,071 at 4% or $140,047 at 6%; with 100% employer match about $157,553 at 4% or $105,035 at 6%.
COSTA IVONE, LLC 401(K) PLAN-16$709,826$201,668$12,604iApproximate average salary by contribution assumption: employee only about $315,106 at 4% or $210,071 at 6%; with 50% employer match about $210,071 at 4% or $140,047 at 6%; with 100% employer match about $157,553 at 4% or $105,035 at 6%.
201919$412,230$217,790$24,199iApproximate average salary by contribution assumption: employee only about $604,972 at 4% or $403,315 at 6%; with 50% employer match about $403,315 at 4% or $268,877 at 6%; with 100% employer match about $302,486 at 4% or $201,657 at 6%.
COSTA IVONE, LLC 401(K) PLAN-9$412,230$217,790$24,199iApproximate average salary by contribution assumption: employee only about $604,972 at 4% or $403,315 at 6%; with 50% employer match about $403,315 at 4% or $268,877 at 6%; with 100% employer match about $302,486 at 4% or $201,657 at 6%.
201818$158,182$162,727$20,341iApproximate average salary by contribution assumption: employee only about $508,522 at 4% or $339,015 at 6%; with 50% employer match about $339,015 at 4% or $226,010 at 6%; with 100% employer match about $254,261 at 4% or $169,507 at 6%.
COSTA IVONE, LLC 401(K) PLAN-8$158,182$162,727$20,341iApproximate average salary by contribution assumption: employee only about $508,522 at 4% or $339,015 at 6%; with 50% employer match about $339,015 at 4% or $226,010 at 6%; with 100% employer match about $254,261 at 4% or $169,507 at 6%.
COSTA IVONE, LLC | EIN 47-4690363 | 2025 Form 5500 Company Profile