Civic Intelligence

Unique Wealth Strategies

Plan context: Unique Wealth Strategies 401(K) Retirement Plan & Trust

EIN 81-2591402 • Burr Ridge, IL • 9 filings • 2 plans

570 Village Center Drive Suite 203Burr Ridge, IL 60527
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$818,899

2024 Contributions

$90,013

Historical Graphs

Total Assets Over Time

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

$818,899$409,450$0201620202024YearValue
$818,899Latest year 2024

Participants Over Time

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

950201620212024YearValue
9Latest 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
202419$818,899$90,013$10,001iApproximate average salary by contribution assumption: employee only about $250,036 at 4% or $166,691 at 6%; with 50% employer match about $166,691 at 4% or $111,127 at 6%; with 100% employer match about $125,018 at 4% or $83,345 at 6%.
Unique Wealth Strategies 401(K) Retirement Plan & Trust-9$818,899$90,013$10,001iApproximate average salary by contribution assumption: employee only about $250,036 at 4% or $166,691 at 6%; with 50% employer match about $166,691 at 4% or $111,127 at 6%; with 100% employer match about $125,018 at 4% or $83,345 at 6%.
202319$760,456$145,621$16,180iApproximate average salary by contribution assumption: employee only about $404,503 at 4% or $269,669 at 6%; with 50% employer match about $269,669 at 4% or $179,779 at 6%; with 100% employer match about $202,251 at 4% or $134,834 at 6%.
Unique Wealth Strategies 401(K) Retirement Plan & Trust-9$760,456$145,621$16,180iApproximate average salary by contribution assumption: employee only about $404,503 at 4% or $269,669 at 6%; with 50% employer match about $269,669 at 4% or $179,779 at 6%; with 100% employer match about $202,251 at 4% or $134,834 at 6%.
202219$529,031$140,355$15,595iApproximate average salary by contribution assumption: employee only about $389,875 at 4% or $259,917 at 6%; with 50% employer match about $259,917 at 4% or $173,278 at 6%; with 100% employer match about $194,938 at 4% or $129,958 at 6%.
Unique Wealth Strategies 401(K) Retirement Plan & Trust-9$529,031$140,355$15,595iApproximate average salary by contribution assumption: employee only about $389,875 at 4% or $259,917 at 6%; with 50% employer match about $259,917 at 4% or $173,278 at 6%; with 100% employer match about $194,938 at 4% or $129,958 at 6%.
202117$475,183$95,242$13,606iApproximate average salary by contribution assumption: employee only about $340,150 at 4% or $226,767 at 6%; with 50% employer match about $226,767 at 4% or $151,178 at 6%; with 100% employer match about $170,075 at 4% or $113,383 at 6%.
Unique Wealth Strategies 401(K) Retirement Plan & Trust-7$475,183$95,242$13,606iApproximate average salary by contribution assumption: employee only about $340,150 at 4% or $226,767 at 6%; with 50% employer match about $226,767 at 4% or $151,178 at 6%; with 100% employer match about $170,075 at 4% or $113,383 at 6%.
202017$334,941$90,885$12,984iApproximate average salary by contribution assumption: employee only about $324,589 at 4% or $216,393 at 6%; with 50% employer match about $216,393 at 4% or $144,262 at 6%; with 100% employer match about $162,295 at 4% or $108,196 at 6%.
Unique Wealth Strategies 401(K) Retirement Plan & Trust-7$334,941$90,885$12,984iApproximate average salary by contribution assumption: employee only about $324,589 at 4% or $216,393 at 6%; with 50% employer match about $216,393 at 4% or $144,262 at 6%; with 100% employer match about $162,295 at 4% or $108,196 at 6%.
201910$212,663$61,435-
Unique Wealth Strategies 401(K) Retirement Plan & Trust-0$212,663$61,435-
201816$121,920$50,515$8,419iApproximate average salary by contribution assumption: employee only about $210,479 at 4% or $140,319 at 6%; with 50% employer match about $140,319 at 4% or $93,546 at 6%; with 100% employer match about $105,240 at 4% or $70,160 at 6%.
Unique Wealth Strategies 401(K) Retirement Plan & Trust-6$121,920$50,515$8,419iApproximate average salary by contribution assumption: employee only about $210,479 at 4% or $140,319 at 6%; with 50% employer match about $140,319 at 4% or $93,546 at 6%; with 100% employer match about $105,240 at 4% or $70,160 at 6%.
201715$80,199$48,589$9,718iApproximate average salary by contribution assumption: employee only about $242,945 at 4% or $161,963 at 6%; with 50% employer match about $161,963 at 4% or $107,976 at 6%; with 100% employer match about $121,472 at 4% or $80,982 at 6%.
Unique Wealth Strategies 401(K) Retirement Plan & Trust-5$80,199$48,589$9,718iApproximate average salary by contribution assumption: employee only about $242,945 at 4% or $161,963 at 6%; with 50% employer match about $161,963 at 4% or $107,976 at 6%; with 100% employer match about $121,472 at 4% or $80,982 at 6%.
201616$25,228$25,101$4,184iApproximate average salary by contribution assumption: employee only about $104,588 at 4% or $69,725 at 6%; with 50% employer match about $69,725 at 4% or $46,483 at 6%; with 100% employer match about $52,294 at 4% or $34,863 at 6%.
Unique Wealth Strategies 401(K) Retirement Plan & Trust-6$25,228$25,101$4,184iApproximate average salary by contribution assumption: employee only about $104,588 at 4% or $69,725 at 6%; with 50% employer match about $69,725 at 4% or $46,483 at 6%; with 100% employer match about $52,294 at 4% or $34,863 at 6%.