Civic Intelligence

LANTZ FINANCIAL LLC

Plan context: LANTZ FINANCIAL LLC 401(K) PROFIT SHARING PLAN

EIN 81-5225715 • Naperville, IL • 8 filings • 3 plans

1733 Park StreetSuite 350Naperville, IL 60563
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$2,633,361

2025 Contributions

$328,333

Historical Graphs

Total Assets Over Time

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

$2,633,361$1,316,681$0201820222025YearValue
$2,633,361Latest year 2025

Participants Over Time

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

1160201820222025YearValue
11Latest 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
2025111$2,633,361$328,333$29,848iApproximate average salary by contribution assumption: employee only about $746,211 at 4% or $497,474 at 6%; with 50% employer match about $497,474 at 4% or $331,649 at 6%; with 100% employer match about $373,106 at 4% or $248,737 at 6%.
LANTZ FINANCIAL LLC 401(K) PROFIT SHARING PLAN-11$2,633,361$328,333$29,848iApproximate average salary by contribution assumption: employee only about $746,211 at 4% or $497,474 at 6%; with 50% employer match about $497,474 at 4% or $331,649 at 6%; with 100% employer match about $373,106 at 4% or $248,737 at 6%.
202419$1,883,762$278,138$30,904iApproximate average salary by contribution assumption: employee only about $772,606 at 4% or $515,070 at 6%; with 50% employer match about $515,070 at 4% or $343,380 at 6%; with 100% employer match about $386,303 at 4% or $257,535 at 6%.
LANTZ FINANCIAL LLC 401(K) PROFIT SHARING PLAN-9$1,883,762$278,138$30,904iApproximate average salary by contribution assumption: employee only about $772,606 at 4% or $515,070 at 6%; with 50% employer match about $515,070 at 4% or $343,380 at 6%; with 100% employer match about $386,303 at 4% or $257,535 at 6%.
202319$1,365,955$256,906$28,545iApproximate average salary by contribution assumption: employee only about $713,628 at 4% or $475,752 at 6%; with 50% employer match about $475,752 at 4% or $317,168 at 6%; with 100% employer match about $356,814 at 4% or $237,876 at 6%.
LANTZ FINANCIAL LLC 401(K) PROFIT SHARING PLAN-9$1,365,955$256,906$28,545iApproximate average salary by contribution assumption: employee only about $713,628 at 4% or $475,752 at 6%; with 50% employer match about $475,752 at 4% or $317,168 at 6%; with 100% employer match about $356,814 at 4% or $237,876 at 6%.
202219$882,121$237,851$26,428iApproximate average salary by contribution assumption: employee only about $660,697 at 4% or $440,465 at 6%; with 50% employer match about $440,465 at 4% or $293,643 at 6%; with 100% employer match about $330,349 at 4% or $220,232 at 6%.
LANTZ FINANCIAL LLC 401(K) PROFIT SHARING PLAN-9$882,121$237,851$26,428iApproximate average salary by contribution assumption: employee only about $660,697 at 4% or $440,465 at 6%; with 50% employer match about $440,465 at 4% or $293,643 at 6%; with 100% employer match about $330,349 at 4% or $220,232 at 6%.
202118$825,303$202,573$25,322iApproximate average salary by contribution assumption: employee only about $633,041 at 4% or $422,027 at 6%; with 50% employer match about $422,027 at 4% or $281,351 at 6%; with 100% employer match about $316,520 at 4% or $211,014 at 6%.
LANTZ FINANCIAL LLC 401(K) PROFIT SHARING PLAN-8$825,303$202,573$25,322iApproximate average salary by contribution assumption: employee only about $633,041 at 4% or $422,027 at 6%; with 50% employer match about $422,027 at 4% or $281,351 at 6%; with 100% employer match about $316,520 at 4% or $211,014 at 6%.
202019$589,228$173,736$19,304iApproximate average salary by contribution assumption: employee only about $482,600 at 4% or $321,733 at 6%; with 50% employer match about $321,733 at 4% or $214,489 at 6%; with 100% employer match about $241,300 at 4% or $160,867 at 6%.
LANTZ FINANCIAL LLC 401(K) PROFIT SHARING PLAN-9$589,228$173,736$19,304iApproximate average salary by contribution assumption: employee only about $482,600 at 4% or $321,733 at 6%; with 50% employer match about $321,733 at 4% or $214,489 at 6%; with 100% employer match about $241,300 at 4% or $160,867 at 6%.
201919$284,932$159,045$17,672iApproximate average salary by contribution assumption: employee only about $441,792 at 4% or $294,528 at 6%; with 50% employer match about $294,528 at 4% or $196,352 at 6%; with 100% employer match about $220,896 at 4% or $147,264 at 6%.
LANTZ FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST-9$284,932$159,045$17,672iApproximate average salary by contribution assumption: employee only about $441,792 at 4% or $294,528 at 6%; with 50% employer match about $294,528 at 4% or $196,352 at 6%; with 100% employer match about $220,896 at 4% or $147,264 at 6%.
201817$84,877$93,403$13,343iApproximate average salary by contribution assumption: employee only about $333,582 at 4% or $222,388 at 6%; with 50% employer match about $222,388 at 4% or $148,259 at 6%; with 100% employer match about $166,791 at 4% or $111,194 at 6%.
LANTZ FINANCIAL LLC 401 K PROFIT SHARING PLAN TRUST-7$84,877$93,403$13,343iApproximate average salary by contribution assumption: employee only about $333,582 at 4% or $222,388 at 6%; with 50% employer match about $222,388 at 4% or $148,259 at 6%; with 100% employer match about $166,791 at 4% or $111,194 at 6%.