Civic Intelligence

Chicago Financial Inc

Plan context: Chicago Financial Inc 401 K Profit Sharing Plan Trust

EIN 83-0326382 • Sandy, UT • 15 filings • 4 plans

P.O. Box 900880Sandy, UT 84090
Current Snapshot

Latest Year

2019

2019 Participants

7

2019 Assets

$801,132

2019 Contributions

$39,893

Historical Graphs

Total Assets Over Time

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

$1,266,286$633,143$0200420132019YearValue
$801,132Latest year 2019

Participants Over Time

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

1370200420122019YearValue
7Latest year 2019

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
201917$801,132$39,893$5,699iApproximate average salary by contribution assumption: employee only about $142,475 at 4% or $94,983 at 6%; with 50% employer match about $94,983 at 4% or $63,322 at 6%; with 100% employer match about $71,238 at 4% or $47,492 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$801,132$39,893$5,699iApproximate average salary by contribution assumption: employee only about $142,475 at 4% or $94,983 at 6%; with 50% employer match about $94,983 at 4% or $63,322 at 6%; with 100% employer match about $71,238 at 4% or $47,492 at 6%.
201818$1,228,197$57,856$7,232iApproximate average salary by contribution assumption: employee only about $180,800 at 4% or $120,533 at 6%; with 50% employer match about $120,533 at 4% or $80,356 at 6%; with 100% employer match about $90,400 at 4% or $60,267 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-8$1,228,197$57,856$7,232iApproximate average salary by contribution assumption: employee only about $180,800 at 4% or $120,533 at 6%; with 50% employer match about $120,533 at 4% or $80,356 at 6%; with 100% employer match about $90,400 at 4% or $60,267 at 6%.
201717$1,266,286$51,815$7,402iApproximate average salary by contribution assumption: employee only about $185,054 at 4% or $123,369 at 6%; with 50% employer match about $123,369 at 4% or $82,246 at 6%; with 100% employer match about $92,527 at 4% or $61,685 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$1,266,286$51,815$7,402iApproximate average salary by contribution assumption: employee only about $185,054 at 4% or $123,369 at 6%; with 50% employer match about $123,369 at 4% or $82,246 at 6%; with 100% employer match about $92,527 at 4% or $61,685 at 6%.
201617$1,040,190$51,840$7,406iApproximate average salary by contribution assumption: employee only about $185,143 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,571 at 4% or $61,714 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$1,040,190$51,840$7,406iApproximate average salary by contribution assumption: employee only about $185,143 at 4% or $123,429 at 6%; with 50% employer match about $123,429 at 4% or $82,286 at 6%; with 100% employer match about $92,571 at 4% or $61,714 at 6%.
201517$923,301$51,889$7,413iApproximate average salary by contribution assumption: employee only about $185,318 at 4% or $123,545 at 6%; with 50% employer match about $123,545 at 4% or $82,363 at 6%; with 100% employer match about $92,659 at 4% or $61,773 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$923,301$51,889$7,413iApproximate average salary by contribution assumption: employee only about $185,318 at 4% or $123,545 at 6%; with 50% employer match about $123,545 at 4% or $82,363 at 6%; with 100% employer match about $92,659 at 4% or $61,773 at 6%.
201417$880,307$50,966$7,281iApproximate average salary by contribution assumption: employee only about $182,021 at 4% or $121,348 at 6%; with 50% employer match about $121,348 at 4% or $80,898 at 6%; with 100% employer match about $91,011 at 4% or $60,674 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$880,307$50,966$7,281iApproximate average salary by contribution assumption: employee only about $182,021 at 4% or $121,348 at 6%; with 50% employer match about $121,348 at 4% or $80,898 at 6%; with 100% employer match about $91,011 at 4% or $60,674 at 6%.
201317$775,707$51,052$7,293iApproximate average salary by contribution assumption: employee only about $182,329 at 4% or $121,552 at 6%; with 50% employer match about $121,552 at 4% or $81,035 at 6%; with 100% employer match about $91,164 at 4% or $60,776 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$775,707$51,052$7,293iApproximate average salary by contribution assumption: employee only about $182,329 at 4% or $121,552 at 6%; with 50% employer match about $121,552 at 4% or $81,035 at 6%; with 100% employer match about $91,164 at 4% or $60,776 at 6%.
201217$599,307$50,826$7,261iApproximate average salary by contribution assumption: employee only about $181,521 at 4% or $121,014 at 6%; with 50% employer match about $121,014 at 4% or $80,676 at 6%; with 100% employer match about $90,761 at 4% or $60,507 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$599,307$50,826$7,261iApproximate average salary by contribution assumption: employee only about $181,521 at 4% or $121,014 at 6%; with 50% employer match about $121,014 at 4% or $80,676 at 6%; with 100% employer match about $90,761 at 4% or $60,507 at 6%.
201117$505,927$49,818$7,117iApproximate average salary by contribution assumption: employee only about $177,921 at 4% or $118,614 at 6%; with 50% employer match about $118,614 at 4% or $79,076 at 6%; with 100% employer match about $88,961 at 4% or $59,307 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$505,927$49,818$7,117iApproximate average salary by contribution assumption: employee only about $177,921 at 4% or $118,614 at 6%; with 50% employer match about $118,614 at 4% or $79,076 at 6%; with 100% employer match about $88,961 at 4% or $59,307 at 6%.
201017$463,916$49,084$7,012iApproximate average salary by contribution assumption: employee only about $175,300 at 4% or $116,867 at 6%; with 50% employer match about $116,867 at 4% or $77,911 at 6%; with 100% employer match about $87,650 at 4% or $58,433 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$463,916$49,084$7,012iApproximate average salary by contribution assumption: employee only about $175,300 at 4% or $116,867 at 6%; with 50% employer match about $116,867 at 4% or $77,911 at 6%; with 100% employer match about $87,650 at 4% or $58,433 at 6%.
200917$378,808$48,496$6,928iApproximate average salary by contribution assumption: employee only about $173,200 at 4% or $115,467 at 6%; with 50% employer match about $115,467 at 4% or $76,978 at 6%; with 100% employer match about $86,600 at 4% or $57,733 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-7$378,808$48,496$6,928iApproximate average salary by contribution assumption: employee only about $173,200 at 4% or $115,467 at 6%; with 50% employer match about $115,467 at 4% or $76,978 at 6%; with 100% employer match about $86,600 at 4% or $57,733 at 6%.
2007111$0$0-
Chicago Financial Inc 401 K Profit Sharing Plan Trust-11---
2006111$290,677$53,393$4,854iApproximate average salary by contribution assumption: employee only about $121,348 at 4% or $80,898 at 6%; with 50% employer match about $80,898 at 4% or $53,932 at 6%; with 100% employer match about $60,674 at 4% or $40,449 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-11$290,677$53,393$4,854iApproximate average salary by contribution assumption: employee only about $121,348 at 4% or $80,898 at 6%; with 50% employer match about $80,898 at 4% or $53,932 at 6%; with 100% employer match about $60,674 at 4% or $40,449 at 6%.
2005111$210,247$59,822$5,438iApproximate average salary by contribution assumption: employee only about $135,959 at 4% or $90,639 at 6%; with 50% employer match about $90,639 at 4% or $60,426 at 6%; with 100% employer match about $67,980 at 4% or $45,320 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-11$210,247$59,822$5,438iApproximate average salary by contribution assumption: employee only about $135,959 at 4% or $90,639 at 6%; with 50% employer match about $90,639 at 4% or $60,426 at 6%; with 100% employer match about $67,980 at 4% or $45,320 at 6%.
2004113$137,557$130,711$10,055iApproximate average salary by contribution assumption: employee only about $251,367 at 4% or $167,578 at 6%; with 50% employer match about $167,578 at 4% or $111,719 at 6%; with 100% employer match about $125,684 at 4% or $83,789 at 6%.
Chicago Financial Inc 401 K Profit Sharing Plan Trust-13$137,557$130,711$10,055iApproximate average salary by contribution assumption: employee only about $251,367 at 4% or $167,578 at 6%; with 50% employer match about $167,578 at 4% or $111,719 at 6%; with 100% employer match about $125,684 at 4% or $83,789 at 6%.