R.D. Niven & Associates, Ltd.
Plan context: The Niven Marketing Group Employee Stock Ownership Plan
EIN 86-0367015 • Carol Stream, IL • 45 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
65
2024 Assets
$24,683,976
2024 Contributions
$1,841,561
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 65 | $24,683,976 | $1,841,561 | $28,332iApproximate average salary by contribution assumption: employee only about $708,293 at 4% or $472,195 at 6%; with 50% employer match about $472,195 at 4% or $314,797 at 6%; with 100% employer match about $354,146 at 4% or $236,098 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 36 | $15,334,297 | $849,643 | $23,601iApproximate average salary by contribution assumption: employee only about $590,030 at 4% or $393,353 at 6%; with 50% employer match about $393,353 at 4% or $262,235 at 6%; with 100% employer match about $295,015 at 4% or $196,677 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 65 | $9,349,679 | $991,918 | $15,260iApproximate average salary by contribution assumption: employee only about $381,507 at 4% or $254,338 at 6%; with 50% employer match about $254,338 at 4% or $169,559 at 6%; with 100% employer match about $190,753 at 4% or $127,169 at 6%. |
| 2023 | 2 | 63 | $20,474,042 | $756,269 | $12,004iApproximate average salary by contribution assumption: employee only about $300,107 at 4% or $200,071 at 6%; with 50% employer match about $200,071 at 4% or $133,381 at 6%; with 100% employer match about $150,053 at 4% or $100,036 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 37 | $12,631,307 | $149,559 | $4,042iApproximate average salary by contribution assumption: employee only about $101,053 at 4% or $67,369 at 6%; with 50% employer match about $67,369 at 4% or $44,913 at 6%; with 100% employer match about $50,527 at 4% or $33,684 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 63 | $7,842,735 | $606,710 | $9,630iApproximate average salary by contribution assumption: employee only about $240,758 at 4% or $160,505 at 6%; with 50% employer match about $160,505 at 4% or $107,004 at 6%; with 100% employer match about $120,379 at 4% or $80,253 at 6%. |
| 2022 | 2 | 66 | $18,851,419 | $733,259 | $11,110iApproximate average salary by contribution assumption: employee only about $277,750 at 4% or $185,166 at 6%; with 50% employer match about $185,166 at 4% or $123,444 at 6%; with 100% employer match about $138,875 at 4% or $92,583 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 30 | $11,330,923 | $165,245 | $5,508iApproximate average salary by contribution assumption: employee only about $137,704 at 4% or $91,803 at 6%; with 50% employer match about $91,803 at 4% or $61,202 at 6%; with 100% employer match about $68,852 at 4% or $45,901 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 66 | $7,520,496 | $568,014 | $8,606iApproximate average salary by contribution assumption: employee only about $215,157 at 4% or $143,438 at 6%; with 50% employer match about $143,438 at 4% or $95,625 at 6%; with 100% employer match about $107,578 at 4% or $71,719 at 6%. |
| 2021 | 2 | 60 | $19,372,531 | $537,888 | $8,965iApproximate average salary by contribution assumption: employee only about $224,120 at 4% or $149,413 at 6%; with 50% employer match about $149,413 at 4% or $99,609 at 6%; with 100% employer match about $112,060 at 4% or $74,707 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 31 | $10,675,730 | $114,931 | $3,707iApproximate average salary by contribution assumption: employee only about $92,686 at 4% or $61,791 at 6%; with 50% employer match about $61,791 at 4% or $41,194 at 6%; with 100% employer match about $46,343 at 4% or $30,895 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 60 | $8,696,801 | $422,957 | $7,049iApproximate average salary by contribution assumption: employee only about $176,232 at 4% or $117,488 at 6%; with 50% employer match about $117,488 at 4% or $78,325 at 6%; with 100% employer match about $88,116 at 4% or $58,744 at 6%. |
| 2020 | 2 | 61 | $16,594,216 | $841,238 | $13,791iApproximate average salary by contribution assumption: employee only about $344,770 at 4% or $229,846 at 6%; with 50% employer match about $229,846 at 4% or $153,231 at 6%; with 100% employer match about $172,385 at 4% or $114,923 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 34 | $9,091,003 | $298,917 | $8,792iApproximate average salary by contribution assumption: employee only about $219,792 at 4% or $146,528 at 6%; with 50% employer match about $146,528 at 4% or $97,685 at 6%; with 100% employer match about $109,896 at 4% or $73,264 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 61 | $7,503,213 | $542,321 | $8,891iApproximate average salary by contribution assumption: employee only about $222,263 at 4% or $148,175 at 6%; with 50% employer match about $148,175 at 4% or $98,783 at 6%; with 100% employer match about $111,131 at 4% or $74,088 at 6%. |
| 2019 | 2 | 66 | $17,151,803 | $1,940,140 | $29,396iApproximate average salary by contribution assumption: employee only about $734,902 at 4% or $489,934 at 6%; with 50% employer match about $489,934 at 4% or $326,623 at 6%; with 100% employer match about $367,451 at 4% or $244,967 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 36 | $10,371,482 | $988,766 | $27,466iApproximate average salary by contribution assumption: employee only about $686,643 at 4% or $457,762 at 6%; with 50% employer match about $457,762 at 4% or $305,175 at 6%; with 100% employer match about $343,322 at 4% or $228,881 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 66 | $6,780,321 | $951,374 | $14,415iApproximate average salary by contribution assumption: employee only about $360,369 at 4% or $240,246 at 6%; with 50% employer match about $240,246 at 4% or $160,164 at 6%; with 100% employer match about $180,184 at 4% or $120,123 at 6%. |
| 2018 | 2 | 58 | $13,026,147 | $1,248,329 | $21,523iApproximate average salary by contribution assumption: employee only about $538,073 at 4% or $358,715 at 6%; with 50% employer match about $358,715 at 4% or $239,143 at 6%; with 100% employer match about $269,036 at 4% or $179,358 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 33 | $8,089,584 | $668,011 | $20,243iApproximate average salary by contribution assumption: employee only about $506,069 at 4% or $337,379 at 6%; with 50% employer match about $337,379 at 4% or $224,920 at 6%; with 100% employer match about $253,034 at 4% or $168,690 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 58 | $4,936,563 | $580,318 | $10,005iApproximate average salary by contribution assumption: employee only about $250,137 at 4% or $166,758 at 6%; with 50% employer match about $166,758 at 4% or $111,172 at 6%; with 100% employer match about $125,069 at 4% or $83,379 at 6%. |
| 2017 | 2 | 64 | $12,290,656 | $1,045,595 | $16,337iApproximate average salary by contribution assumption: employee only about $408,436 at 4% or $272,290 at 6%; with 50% employer match about $272,290 at 4% or $181,527 at 6%; with 100% employer match about $204,218 at 4% or $136,145 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 37 | $6,872,772 | $445,091 | $12,029iApproximate average salary by contribution assumption: employee only about $300,737 at 4% or $200,491 at 6%; with 50% employer match about $200,491 at 4% or $133,661 at 6%; with 100% employer match about $150,369 at 4% or $100,246 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 64 | $5,417,884 | $600,504 | $9,383iApproximate average salary by contribution assumption: employee only about $234,572 at 4% or $156,381 at 6%; with 50% employer match about $156,381 at 4% or $104,254 at 6%; with 100% employer match about $117,286 at 4% or $78,191 at 6%. |
| 2016 | 2 | 58 | $9,989,999 | $689,362 | $11,886iApproximate average salary by contribution assumption: employee only about $297,139 at 4% or $198,093 at 6%; with 50% employer match about $198,093 at 4% or $132,062 at 6%; with 100% employer match about $148,569 at 4% or $99,046 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 43 | $5,800,888 | $258,476 | $6,011iApproximate average salary by contribution assumption: employee only about $150,277 at 4% or $100,184 at 6%; with 50% employer match about $100,184 at 4% or $66,790 at 6%; with 100% employer match about $75,138 at 4% or $50,092 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 58 | $4,189,111 | $430,886 | $7,429iApproximate average salary by contribution assumption: employee only about $185,727 at 4% or $123,818 at 6%; with 50% employer match about $123,818 at 4% or $82,545 at 6%; with 100% employer match about $92,863 at 4% or $61,909 at 6%. |
| 2015 | 2 | 56 | $9,424,671 | $646,753 | $11,549iApproximate average salary by contribution assumption: employee only about $288,729 at 4% or $192,486 at 6%; with 50% employer match about $192,486 at 4% or $128,324 at 6%; with 100% employer match about $144,365 at 4% or $96,243 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 44 | $5,714,772 | $232,524 | $5,285iApproximate average salary by contribution assumption: employee only about $132,116 at 4% or $88,077 at 6%; with 50% employer match about $88,077 at 4% or $58,718 at 6%; with 100% employer match about $66,058 at 4% or $44,039 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 56 | $3,709,899 | $414,229 | $7,397iApproximate average salary by contribution assumption: employee only about $184,924 at 4% or $123,282 at 6%; with 50% employer match about $123,282 at 4% or $82,188 at 6%; with 100% employer match about $92,462 at 4% or $61,641 at 6%. |
| 2014 | 2 | 56 | $8,516,568 | $1,151,833 | $20,568iApproximate average salary by contribution assumption: employee only about $514,211 at 4% or $342,807 at 6%; with 50% employer match about $342,807 at 4% or $228,538 at 6%; with 100% employer match about $257,106 at 4% or $171,404 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 48 | $4,843,025 | $825,936 | $17,207iApproximate average salary by contribution assumption: employee only about $430,175 at 4% or $286,783 at 6%; with 50% employer match about $286,783 at 4% or $191,189 at 6%; with 100% employer match about $215,088 at 4% or $143,392 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 56 | $3,673,543 | $325,897 | $5,820iApproximate average salary by contribution assumption: employee only about $145,490 at 4% or $96,993 at 6%; with 50% employer match about $96,993 at 4% or $64,662 at 6%; with 100% employer match about $72,745 at 4% or $48,497 at 6%. |
| 2013 | 2 | 51 | $7,211,394 | $1,313,169 | $25,748iApproximate average salary by contribution assumption: employee only about $643,710 at 4% or $429,140 at 6%; with 50% employer match about $429,140 at 4% or $286,093 at 6%; with 100% employer match about $321,855 at 4% or $214,570 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 46 | $4,052,267 | $1,018,745 | $22,147iApproximate average salary by contribution assumption: employee only about $553,666 at 4% or $369,111 at 6%; with 50% employer match about $369,111 at 4% or $246,074 at 6%; with 100% employer match about $276,833 at 4% or $184,555 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 51 | $3,159,127 | $294,424 | $5,773iApproximate average salary by contribution assumption: employee only about $144,325 at 4% or $96,217 at 6%; with 50% employer match about $96,217 at 4% or $64,145 at 6%; with 100% employer match about $72,163 at 4% or $48,108 at 6%. |
| 2012 | 2 | 51 | $6,476,499 | $1,243,662 | $24,386iApproximate average salary by contribution assumption: employee only about $609,638 at 4% or $406,425 at 6%; with 50% employer match about $406,425 at 4% or $270,950 at 6%; with 100% employer match about $304,819 at 4% or $203,213 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 36 | $3,740,072 | $892,104 | $24,781iApproximate average salary by contribution assumption: employee only about $619,517 at 4% or $413,011 at 6%; with 50% employer match about $413,011 at 4% or $275,341 at 6%; with 100% employer match about $309,758 at 4% or $206,506 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 51 | $2,736,427 | $351,558 | $6,893iApproximate average salary by contribution assumption: employee only about $172,332 at 4% or $114,888 at 6%; with 50% employer match about $114,888 at 4% or $76,592 at 6%; with 100% employer match about $86,166 at 4% or $57,444 at 6%. |
| 2011 | 2 | 59 | $5,918,995 | $1,203,875 | $20,405iApproximate average salary by contribution assumption: employee only about $510,117 at 4% or $340,078 at 6%; with 50% employer match about $340,078 at 4% or $226,718 at 6%; with 100% employer match about $255,058 at 4% or $170,039 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 39 | $3,440,583 | $970,497 | $24,885iApproximate average salary by contribution assumption: employee only about $622,113 at 4% or $414,742 at 6%; with 50% employer match about $414,742 at 4% or $276,495 at 6%; with 100% employer match about $311,057 at 4% or $207,371 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 59 | $2,478,412 | $233,378 | $3,956iApproximate average salary by contribution assumption: employee only about $98,889 at 4% or $65,926 at 6%; with 50% employer match about $65,926 at 4% or $43,951 at 6%; with 100% employer match about $49,444 at 4% or $32,963 at 6%. |
| 2010 | 2 | 58 | $7,535,004 | $1,103,637 | $19,028iApproximate average salary by contribution assumption: employee only about $475,706 at 4% or $317,137 at 6%; with 50% employer match about $317,137 at 4% or $211,425 at 6%; with 100% employer match about $237,853 at 4% or $158,569 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 41 | $4,941,321 | $868,986 | $21,195iApproximate average salary by contribution assumption: employee only about $529,870 at 4% or $353,246 at 6%; with 50% employer match about $353,246 at 4% or $235,498 at 6%; with 100% employer match about $264,935 at 4% or $176,623 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 58 | $2,593,683 | $234,651 | $4,046iApproximate average salary by contribution assumption: employee only about $101,143 at 4% or $67,428 at 6%; with 50% employer match about $67,428 at 4% or $44,952 at 6%; with 100% employer match about $50,571 at 4% or $33,714 at 6%. |
| 2009 | 2 | 36 | $8,213,047 | $488,129 | $13,559iApproximate average salary by contribution assumption: employee only about $338,978 at 4% or $225,986 at 6%; with 50% employer match about $225,986 at 4% or $150,657 at 6%; with 100% employer match about $169,489 at 4% or $112,993 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 36 | $5,635,262 | $234,713 | $6,520iApproximate average salary by contribution assumption: employee only about $162,995 at 4% or $108,663 at 6%; with 50% employer match about $108,663 at 4% or $72,442 at 6%; with 100% employer match about $81,498 at 4% or $54,332 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 36 | $2,577,785 | $253,416 | $7,039iApproximate average salary by contribution assumption: employee only about $175,983 at 4% or $117,322 at 6%; with 50% employer match about $117,322 at 4% or $78,215 at 6%; with 100% employer match about $87,992 at 4% or $58,661 at 6%. |
| 2008 | 2 | 48 | $7,258,284 | $1,098,378 | $22,883iApproximate average salary by contribution assumption: employee only about $572,072 at 4% or $381,381 at 6%; with 50% employer match about $381,381 at 4% or $254,254 at 6%; with 100% employer match about $286,036 at 4% or $190,691 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 48 | $5,192,617 | $781,124 | $16,273iApproximate average salary by contribution assumption: employee only about $406,835 at 4% or $271,224 at 6%; with 50% employer match about $271,224 at 4% or $180,816 at 6%; with 100% employer match about $203,418 at 4% or $135,612 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 48 | $2,065,667 | $317,254 | $6,609iApproximate average salary by contribution assumption: employee only about $165,236 at 4% or $110,158 at 6%; with 50% employer match about $110,158 at 4% or $73,438 at 6%; with 100% employer match about $82,618 at 4% or $55,079 at 6%. |
| 2007 | 2 | 51 | $2,763,336 | $415,568 | $8,148iApproximate average salary by contribution assumption: employee only about $203,710 at 4% or $135,807 at 6%; with 50% employer match about $135,807 at 4% or $90,538 at 6%; with 100% employer match about $101,855 at 4% or $67,903 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 51 | $2,763,336 | $415,568 | $8,148iApproximate average salary by contribution assumption: employee only about $203,710 at 4% or $135,807 at 6%; with 50% employer match about $135,807 at 4% or $90,538 at 6%; with 100% employer match about $101,855 at 4% or $67,903 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 51 | - | - | - |
| 2006 | 2 | 50 | $7,725,681 | $1,082,489 | $21,650iApproximate average salary by contribution assumption: employee only about $541,245 at 4% or $360,830 at 6%; with 50% employer match about $360,830 at 4% or $240,553 at 6%; with 100% employer match about $270,622 at 4% or $180,415 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 49 | $5,405,007 | $765,528 | $15,623iApproximate average salary by contribution assumption: employee only about $390,576 at 4% or $260,384 at 6%; with 50% employer match about $260,384 at 4% or $173,589 at 6%; with 100% employer match about $195,288 at 4% or $130,192 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 50 | $2,320,674 | $316,961 | $6,339iApproximate average salary by contribution assumption: employee only about $158,481 at 4% or $105,654 at 6%; with 50% employer match about $105,654 at 4% or $70,436 at 6%; with 100% employer match about $79,240 at 4% or $52,827 at 6%. |
| 2005 | 1 | 54 | $4,946,408 | $152,939 | $2,832iApproximate average salary by contribution assumption: employee only about $70,805 at 4% or $47,203 at 6%; with 50% employer match about $47,203 at 4% or $31,469 at 6%; with 100% employer match about $35,403 at 4% or $23,602 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 54 | $4,946,408 | $152,939 | $2,832iApproximate average salary by contribution assumption: employee only about $70,805 at 4% or $47,203 at 6%; with 50% employer match about $47,203 at 4% or $31,469 at 6%; with 100% employer match about $35,403 at 4% or $23,602 at 6%. |
| 2004 | 2 | 52 | $7,960,128 | $895,656 | $17,224iApproximate average salary by contribution assumption: employee only about $430,604 at 4% or $287,069 at 6%; with 50% employer match about $287,069 at 4% or $191,379 at 6%; with 100% employer match about $215,302 at 4% or $143,535 at 6%. |
| The Niven Marketing Group Employee Stock Ownership Plan | - | 51 | $6,248,968 | $482,943 | $9,469iApproximate average salary by contribution assumption: employee only about $236,737 at 4% or $157,825 at 6%; with 50% employer match about $157,825 at 4% or $105,216 at 6%; with 100% employer match about $118,368 at 4% or $78,912 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 52 | $1,711,160 | $412,713 | $7,937iApproximate average salary by contribution assumption: employee only about $198,420 at 4% or $132,280 at 6%; with 50% employer match about $132,280 at 4% or $88,187 at 6%; with 100% employer match about $99,210 at 4% or $66,140 at 6%. |
| 2003 | 1 | 48 | $0 | $0 | - |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 48 | - | - | - |
| 2002 | 1 | 46 | $1,329,705 | $153,899 | $3,346iApproximate average salary by contribution assumption: employee only about $83,641 at 4% or $55,761 at 6%; with 50% employer match about $55,761 at 4% or $37,174 at 6%; with 100% employer match about $41,820 at 4% or $27,880 at 6%. |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 46 | $1,329,705 | $153,899 | $3,346iApproximate average salary by contribution assumption: employee only about $83,641 at 4% or $55,761 at 6%; with 50% employer match about $55,761 at 4% or $37,174 at 6%; with 100% employer match about $41,820 at 4% or $27,880 at 6%. |
| 2001 | 1 | 49 | $0 | $0 | - |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 49 | - | - | - |
| 2000 | 1 | 48 | $0 | $0 | - |
| R.D. Niven & Associates Ltd. Employee Savings & Retirement Plan | - | 48 | - | - | - |