Civic Intelligence

Tall Tree Investment Management LLC

Plan context: Tall Tree Investment Management LLC 401(K) Plan

EIN 74-3147384 • Warrenville, IL • 20 filings • 2 plans

27475 Ferry Rd.Suite 131Warrenville, IL 60555
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$4,767,198

2024 Contributions

$126,811

Historical Graphs

Total Assets Over Time

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

$5,178,636$2,589,318$0200520152023YearValue
$4,767,198Latest year 2023

Participants Over Time

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

1580200520142023YearValue
13Latest year 2023

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
202410$0$126,811-
Tall Tree Investment Management LLC 401(K) Plan-0$0$126,811-
2023113$4,767,198$145,962$11,228iApproximate average salary by contribution assumption: employee only about $280,696 at 4% or $187,131 at 6%; with 50% employer match about $187,131 at 4% or $124,754 at 6%; with 100% employer match about $140,348 at 4% or $93,565 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-13$4,767,198$145,962$11,228iApproximate average salary by contribution assumption: employee only about $280,696 at 4% or $187,131 at 6%; with 50% employer match about $187,131 at 4% or $124,754 at 6%; with 100% employer match about $140,348 at 4% or $93,565 at 6%.
2022114$4,971,939$162,000$11,571iApproximate average salary by contribution assumption: employee only about $289,286 at 4% or $192,857 at 6%; with 50% employer match about $192,857 at 4% or $128,571 at 6%; with 100% employer match about $144,643 at 4% or $96,429 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-14$4,971,939$162,000$11,571iApproximate average salary by contribution assumption: employee only about $289,286 at 4% or $192,857 at 6%; with 50% employer match about $192,857 at 4% or $128,571 at 6%; with 100% employer match about $144,643 at 4% or $96,429 at 6%.
2021115$5,178,636$171,641$11,443iApproximate average salary by contribution assumption: employee only about $286,068 at 4% or $190,712 at 6%; with 50% employer match about $190,712 at 4% or $127,141 at 6%; with 100% employer match about $143,034 at 4% or $95,356 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-15$5,178,636$171,641$11,443iApproximate average salary by contribution assumption: employee only about $286,068 at 4% or $190,712 at 6%; with 50% employer match about $190,712 at 4% or $127,141 at 6%; with 100% employer match about $143,034 at 4% or $95,356 at 6%.
2020115$4,730,597$147,235$9,816iApproximate average salary by contribution assumption: employee only about $245,392 at 4% or $163,594 at 6%; with 50% employer match about $163,594 at 4% or $109,063 at 6%; with 100% employer match about $122,696 at 4% or $81,797 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-15$4,730,597$147,235$9,816iApproximate average salary by contribution assumption: employee only about $245,392 at 4% or $163,594 at 6%; with 50% employer match about $163,594 at 4% or $109,063 at 6%; with 100% employer match about $122,696 at 4% or $81,797 at 6%.
2019115$4,363,295$165,149$11,010iApproximate average salary by contribution assumption: employee only about $275,248 at 4% or $183,499 at 6%; with 50% employer match about $183,499 at 4% or $122,333 at 6%; with 100% employer match about $137,624 at 4% or $91,749 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-15$4,363,295$165,149$11,010iApproximate average salary by contribution assumption: employee only about $275,248 at 4% or $183,499 at 6%; with 50% employer match about $183,499 at 4% or $122,333 at 6%; with 100% employer match about $137,624 at 4% or $91,749 at 6%.
2018115$3,868,088$276,509$18,434iApproximate average salary by contribution assumption: employee only about $460,848 at 4% or $307,232 at 6%; with 50% employer match about $307,232 at 4% or $204,821 at 6%; with 100% employer match about $230,424 at 4% or $153,616 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-15$3,868,088$276,509$18,434iApproximate average salary by contribution assumption: employee only about $460,848 at 4% or $307,232 at 6%; with 50% employer match about $307,232 at 4% or $204,821 at 6%; with 100% employer match about $230,424 at 4% or $153,616 at 6%.
2017113$3,621,487$401,228$30,864iApproximate average salary by contribution assumption: employee only about $771,592 at 4% or $514,395 at 6%; with 50% employer match about $514,395 at 4% or $342,930 at 6%; with 100% employer match about $385,796 at 4% or $257,197 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-13$3,621,487$401,228$30,864iApproximate average salary by contribution assumption: employee only about $771,592 at 4% or $514,395 at 6%; with 50% employer match about $514,395 at 4% or $342,930 at 6%; with 100% employer match about $385,796 at 4% or $257,197 at 6%.
2016110$3,131,598$285,400$28,540iApproximate average salary by contribution assumption: employee only about $713,500 at 4% or $475,667 at 6%; with 50% employer match about $475,667 at 4% or $317,111 at 6%; with 100% employer match about $356,750 at 4% or $237,833 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$3,131,598$285,400$28,540iApproximate average salary by contribution assumption: employee only about $713,500 at 4% or $475,667 at 6%; with 50% employer match about $475,667 at 4% or $317,111 at 6%; with 100% employer match about $356,750 at 4% or $237,833 at 6%.
2015110$2,783,173$439,130$43,913iApproximate average salary by contribution assumption: employee only about $1,097,825 at 4% or $731,883 at 6%; with 50% employer match about $731,883 at 4% or $487,922 at 6%; with 100% employer match about $548,913 at 4% or $365,942 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$2,783,173$439,130$43,913iApproximate average salary by contribution assumption: employee only about $1,097,825 at 4% or $731,883 at 6%; with 50% employer match about $731,883 at 4% or $487,922 at 6%; with 100% employer match about $548,913 at 4% or $365,942 at 6%.
2014110$2,357,122$416,150$41,615iApproximate average salary by contribution assumption: employee only about $1,040,375 at 4% or $693,583 at 6%; with 50% employer match about $693,583 at 4% or $462,389 at 6%; with 100% employer match about $520,188 at 4% or $346,792 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$2,357,122$416,150$41,615iApproximate average salary by contribution assumption: employee only about $1,040,375 at 4% or $693,583 at 6%; with 50% employer match about $693,583 at 4% or $462,389 at 6%; with 100% employer match about $520,188 at 4% or $346,792 at 6%.
2013110$1,898,894$408,650$40,865iApproximate average salary by contribution assumption: employee only about $1,021,625 at 4% or $681,083 at 6%; with 50% employer match about $681,083 at 4% or $454,056 at 6%; with 100% employer match about $510,813 at 4% or $340,542 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$1,898,894$408,650$40,865iApproximate average salary by contribution assumption: employee only about $1,021,625 at 4% or $681,083 at 6%; with 50% employer match about $681,083 at 4% or $454,056 at 6%; with 100% employer match about $510,813 at 4% or $340,542 at 6%.
2012110$1,420,538$193,932$19,393iApproximate average salary by contribution assumption: employee only about $484,830 at 4% or $323,220 at 6%; with 50% employer match about $323,220 at 4% or $215,480 at 6%; with 100% employer match about $242,415 at 4% or $161,610 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$1,420,538$193,932$19,393iApproximate average salary by contribution assumption: employee only about $484,830 at 4% or $323,220 at 6%; with 50% employer match about $323,220 at 4% or $215,480 at 6%; with 100% employer match about $242,415 at 4% or $161,610 at 6%.
2011110$1,195,281$201,150$20,115iApproximate average salary by contribution assumption: employee only about $502,875 at 4% or $335,250 at 6%; with 50% employer match about $335,250 at 4% or $223,500 at 6%; with 100% employer match about $251,438 at 4% or $167,625 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$1,195,281$201,150$20,115iApproximate average salary by contribution assumption: employee only about $502,875 at 4% or $335,250 at 6%; with 50% employer match about $335,250 at 4% or $223,500 at 6%; with 100% employer match about $251,438 at 4% or $167,625 at 6%.
2010110$1,010,046$210,249$21,025iApproximate average salary by contribution assumption: employee only about $525,623 at 4% or $350,415 at 6%; with 50% employer match about $350,415 at 4% or $233,610 at 6%; with 100% employer match about $262,811 at 4% or $175,208 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$1,010,046$210,249$21,025iApproximate average salary by contribution assumption: employee only about $525,623 at 4% or $350,415 at 6%; with 50% employer match about $350,415 at 4% or $233,610 at 6%; with 100% employer match about $262,811 at 4% or $175,208 at 6%.
2009110$774,931$229,766$22,977iApproximate average salary by contribution assumption: employee only about $574,415 at 4% or $382,943 at 6%; with 50% employer match about $382,943 at 4% or $255,296 at 6%; with 100% employer match about $287,208 at 4% or $191,472 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$774,931$229,766$22,977iApproximate average salary by contribution assumption: employee only about $574,415 at 4% or $382,943 at 6%; with 50% employer match about $382,943 at 4% or $255,296 at 6%; with 100% employer match about $287,208 at 4% or $191,472 at 6%.
2008110$691,575$141,277$14,128iApproximate average salary by contribution assumption: employee only about $353,193 at 4% or $235,462 at 6%; with 50% employer match about $235,462 at 4% or $156,974 at 6%; with 100% employer match about $176,596 at 4% or $117,731 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$691,575$141,277$14,128iApproximate average salary by contribution assumption: employee only about $353,193 at 4% or $235,462 at 6%; with 50% employer match about $235,462 at 4% or $156,974 at 6%; with 100% employer match about $176,596 at 4% or $117,731 at 6%.
2007110$0$0-
Tall Tree Investment Management LLC 401(K) Plan-10---
2006110$302,938$261,455$26,146iApproximate average salary by contribution assumption: employee only about $653,638 at 4% or $435,758 at 6%; with 50% employer match about $435,758 at 4% or $290,506 at 6%; with 100% employer match about $326,819 at 4% or $217,879 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-10$302,938$261,455$26,146iApproximate average salary by contribution assumption: employee only about $653,638 at 4% or $435,758 at 6%; with 50% employer match about $435,758 at 4% or $290,506 at 6%; with 100% employer match about $326,819 at 4% or $217,879 at 6%.
200516$28,022$28,004$4,667iApproximate average salary by contribution assumption: employee only about $116,683 at 4% or $77,789 at 6%; with 50% employer match about $77,789 at 4% or $51,859 at 6%; with 100% employer match about $58,342 at 4% or $38,894 at 6%.
Tall Tree Investment Management LLC 401(K) Plan-6$28,022$28,004$4,667iApproximate average salary by contribution assumption: employee only about $116,683 at 4% or $77,789 at 6%; with 50% employer match about $77,789 at 4% or $51,859 at 6%; with 100% employer match about $58,342 at 4% or $38,894 at 6%.