Civic Intelligence

CLEARTRACK FINANCIAL ADVISORS, LLC

Plan context: CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN

EIN 47-5569837 • Glenview, IL • 8 filings • 1 plans

2222 Chestnut Ave, Suite 203Glenview, IL 60026
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$772,843

2025 Contributions

$142,065

Historical Graphs

Total Assets Over Time

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

$1,211,005$605,503$0201820222025YearValue
$772,843Latest year 2025

Participants Over Time

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

630201820222025YearValue
6Latest 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
202516$772,843$142,065$23,678iApproximate average salary by contribution assumption: employee only about $591,938 at 4% or $394,625 at 6%; with 50% employer match about $394,625 at 4% or $263,083 at 6%; with 100% employer match about $295,969 at 4% or $197,313 at 6%.
CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN-6$772,843$142,065$23,678iApproximate average salary by contribution assumption: employee only about $591,938 at 4% or $394,625 at 6%; with 50% employer match about $394,625 at 4% or $263,083 at 6%; with 100% employer match about $295,969 at 4% or $197,313 at 6%.
202416$1,211,005$191,155$31,859iApproximate average salary by contribution assumption: employee only about $796,479 at 4% or $530,986 at 6%; with 50% employer match about $530,986 at 4% or $353,991 at 6%; with 100% employer match about $398,240 at 4% or $265,493 at 6%.
CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN-6$1,211,005$191,155$31,859iApproximate average salary by contribution assumption: employee only about $796,479 at 4% or $530,986 at 6%; with 50% employer match about $530,986 at 4% or $353,991 at 6%; with 100% employer match about $398,240 at 4% or $265,493 at 6%.
202315$871,357$148,954$29,791iApproximate average salary by contribution assumption: employee only about $744,770 at 4% or $496,513 at 6%; with 50% employer match about $496,513 at 4% or $331,009 at 6%; with 100% employer match about $372,385 at 4% or $248,257 at 6%.
CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN-5$871,357$148,954$29,791iApproximate average salary by contribution assumption: employee only about $744,770 at 4% or $496,513 at 6%; with 50% employer match about $496,513 at 4% or $331,009 at 6%; with 100% employer match about $372,385 at 4% or $248,257 at 6%.
202215$586,623$135,048$27,010iApproximate average salary by contribution assumption: employee only about $675,240 at 4% or $450,160 at 6%; with 50% employer match about $450,160 at 4% or $300,107 at 6%; with 100% employer match about $337,620 at 4% or $225,080 at 6%.
CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN-5$586,623$135,048$27,010iApproximate average salary by contribution assumption: employee only about $675,240 at 4% or $450,160 at 6%; with 50% employer match about $450,160 at 4% or $300,107 at 6%; with 100% employer match about $337,620 at 4% or $225,080 at 6%.
202115$590,888$125,040$25,008iApproximate average salary by contribution assumption: employee only about $625,200 at 4% or $416,800 at 6%; with 50% employer match about $416,800 at 4% or $277,867 at 6%; with 100% employer match about $312,600 at 4% or $208,400 at 6%.
CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN-5$590,888$125,040$25,008iApproximate average salary by contribution assumption: employee only about $625,200 at 4% or $416,800 at 6%; with 50% employer match about $416,800 at 4% or $277,867 at 6%; with 100% employer match about $312,600 at 4% or $208,400 at 6%.
202016$418,964$127,732$21,289iApproximate average salary by contribution assumption: employee only about $532,217 at 4% or $354,811 at 6%; with 50% employer match about $354,811 at 4% or $236,541 at 6%; with 100% employer match about $266,108 at 4% or $177,406 at 6%.
CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN-6$418,964$127,732$21,289iApproximate average salary by contribution assumption: employee only about $532,217 at 4% or $354,811 at 6%; with 50% employer match about $354,811 at 4% or $236,541 at 6%; with 100% employer match about $266,108 at 4% or $177,406 at 6%.
201916$240,138$91,410$15,235iApproximate average salary by contribution assumption: employee only about $380,875 at 4% or $253,917 at 6%; with 50% employer match about $253,917 at 4% or $169,278 at 6%; with 100% employer match about $190,438 at 4% or $126,958 at 6%.
CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN-6$240,138$91,410$15,235iApproximate average salary by contribution assumption: employee only about $380,875 at 4% or $253,917 at 6%; with 50% employer match about $253,917 at 4% or $169,278 at 6%; with 100% employer match about $190,438 at 4% or $126,958 at 6%.
201815$114,605$123,921$24,784iApproximate average salary by contribution assumption: employee only about $619,605 at 4% or $413,070 at 6%; with 50% employer match about $413,070 at 4% or $275,380 at 6%; with 100% employer match about $309,803 at 4% or $206,535 at 6%.
CLEARTRACK FINANCIAL ADVISORS 401(K) PLAN-5$114,605$123,921$24,784iApproximate average salary by contribution assumption: employee only about $619,605 at 4% or $413,070 at 6%; with 50% employer match about $413,070 at 4% or $275,380 at 6%; with 100% employer match about $309,803 at 4% or $206,535 at 6%.