DFA INSURANCE & FINANCIAL SERV
Plan context: DFA INSURANCE & FINANCIAL SERV 401(K) PROFIT SHARING PLAN & TRUST
EIN 81-4336241 • Schaumburg, IL • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$16,482
2025 Contributions
$98,486
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 | 0 | $16,482 | $98,486 | - |
| DFA INSURANCE & FINANCIAL SERV 401(K) PROFIT SHARING PLAN & TRUST | - | 0 | $16,482 | $98,486 | - |
| 2024 | 1 | 13 | $116,957 | $92,959 | $7,151iApproximate average salary by contribution assumption: employee only about $178,767 at 4% or $119,178 at 6%; with 50% employer match about $119,178 at 4% or $79,452 at 6%; with 100% employer match about $89,384 at 4% or $59,589 at 6%. |
| DFA INSURANCE & FINANCIAL SERV 401(K) PROFIT SHARING PLAN & TRUST | - | 13 | $116,957 | $92,959 | $7,151iApproximate average salary by contribution assumption: employee only about $178,767 at 4% or $119,178 at 6%; with 50% employer match about $119,178 at 4% or $79,452 at 6%; with 100% employer match about $89,384 at 4% or $59,589 at 6%. |
| 2023 | 1 | 10 | $20,379 | $18,749 | $1,875iApproximate average salary by contribution assumption: employee only about $46,873 at 4% or $31,248 at 6%; with 50% employer match about $31,248 at 4% or $20,832 at 6%; with 100% employer match about $23,436 at 4% or $15,624 at 6%. |
| DFA INSURANCE & FINANCIAL SERV 401(K) PROFIT SHARING PLAN & TRUST | - | 10 | $20,379 | $18,749 | $1,875iApproximate average salary by contribution assumption: employee only about $46,873 at 4% or $31,248 at 6%; with 50% employer match about $31,248 at 4% or $20,832 at 6%; with 100% employer match about $23,436 at 4% or $15,624 at 6%. |