KULWIN, MASCIOPINTO & KULWIN, LLP
Plan context: KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST
EIN 20-5774993 • Chicago, IL • 29 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$6,338,392
2025 Contributions
$109,245
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 | 12 | $6,338,392 | $109,245 | $9,104iApproximate average salary by contribution assumption: employee only about $227,594 at 4% or $151,729 at 6%; with 50% employer match about $151,729 at 4% or $101,153 at 6%; with 100% employer match about $113,797 at 4% or $75,865 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 12 | $6,338,392 | $109,245 | $9,104iApproximate average salary by contribution assumption: employee only about $227,594 at 4% or $151,729 at 6%; with 50% employer match about $151,729 at 4% or $101,153 at 6%; with 100% employer match about $113,797 at 4% or $75,865 at 6%. |
| 2024 | 1 | 10 | $5,893,905 | $40,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 10 | $5,893,905 | $40,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2023 | 1 | 14 | $5,422,824 | $20,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 14 | $5,422,824 | $20,000 | $1,429iApproximate average salary by contribution assumption: employee only about $35,714 at 4% or $23,810 at 6%; with 50% employer match about $23,810 at 4% or $15,873 at 6%; with 100% employer match about $17,857 at 4% or $11,905 at 6%. |
| 2022 | 1 | 12 | $4,791,309 | $30,511 | $2,543iApproximate average salary by contribution assumption: employee only about $63,565 at 4% or $42,376 at 6%; with 50% employer match about $42,376 at 4% or $28,251 at 6%; with 100% employer match about $31,782 at 4% or $21,188 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 12 | $4,791,309 | $30,511 | $2,543iApproximate average salary by contribution assumption: employee only about $63,565 at 4% or $42,376 at 6%; with 50% employer match about $42,376 at 4% or $28,251 at 6%; with 100% employer match about $31,782 at 4% or $21,188 at 6%. |
| 2021 | 1 | 11 | $5,577,527 | $76,332 | $6,939iApproximate average salary by contribution assumption: employee only about $173,482 at 4% or $115,655 at 6%; with 50% employer match about $115,655 at 4% or $77,103 at 6%; with 100% employer match about $86,741 at 4% or $57,827 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 11 | $5,577,527 | $76,332 | $6,939iApproximate average salary by contribution assumption: employee only about $173,482 at 4% or $115,655 at 6%; with 50% employer match about $115,655 at 4% or $77,103 at 6%; with 100% employer match about $86,741 at 4% or $57,827 at 6%. |
| 2020 | 2 | 11 | $4,678,698 | $120,421 | $10,947iApproximate average salary by contribution assumption: employee only about $273,684 at 4% or $182,456 at 6%; with 50% employer match about $182,456 at 4% or $121,637 at 6%; with 100% employer match about $136,842 at 4% or $91,228 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 11 | $4,678,698 | $120,421 | $10,947iApproximate average salary by contribution assumption: employee only about $273,684 at 4% or $182,456 at 6%; with 50% employer match about $182,456 at 4% or $121,637 at 6%; with 100% employer match about $136,842 at 4% or $91,228 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 0 | $0 | - | - |
| 2019 | 2 | 10 | $7,537,252 | $100,480 | $10,048iApproximate average salary by contribution assumption: employee only about $251,200 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,644 at 6%; with 100% employer match about $125,600 at 4% or $83,733 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 6 | $3,932,634 | $0 | - |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 10 | $3,604,618 | $100,480 | $10,048iApproximate average salary by contribution assumption: employee only about $251,200 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,644 at 6%; with 100% employer match about $125,600 at 4% or $83,733 at 6%. |
| 2018 | 2 | 10 | $6,195,056 | $61,004 | $6,100iApproximate average salary by contribution assumption: employee only about $152,510 at 4% or $101,673 at 6%; with 50% employer match about $101,673 at 4% or $67,782 at 6%; with 100% employer match about $76,255 at 4% or $50,837 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 7 | $3,334,556 | $0 | - |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 10 | $2,860,500 | $61,004 | $6,100iApproximate average salary by contribution assumption: employee only about $152,510 at 4% or $101,673 at 6%; with 50% employer match about $101,673 at 4% or $67,782 at 6%; with 100% employer match about $76,255 at 4% or $50,837 at 6%. |
| 2017 | 2 | 8 | $6,571,338 | $285,995 | $35,749iApproximate average salary by contribution assumption: employee only about $893,734 at 4% or $595,823 at 6%; with 50% employer match about $595,823 at 4% or $397,215 at 6%; with 100% employer match about $446,867 at 4% or $297,911 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 5 | $3,478,090 | $241,631 | $48,326iApproximate average salary by contribution assumption: employee only about $1,208,155 at 4% or $805,437 at 6%; with 50% employer match about $805,437 at 4% or $536,958 at 6%; with 100% employer match about $604,078 at 4% or $402,718 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 8 | $3,093,248 | $44,364 | $5,546iApproximate average salary by contribution assumption: employee only about $138,638 at 4% or $92,425 at 6%; with 50% employer match about $92,425 at 4% or $61,617 at 6%; with 100% employer match about $69,319 at 4% or $46,213 at 6%. |
| 2016 | 2 | 8 | $5,965,738 | $374,250 | $46,781iApproximate average salary by contribution assumption: employee only about $1,169,531 at 4% or $779,688 at 6%; with 50% employer match about $779,688 at 4% or $519,792 at 6%; with 100% employer match about $584,766 at 4% or $389,844 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 6 | $2,991,452 | $313,200 | $52,200iApproximate average salary by contribution assumption: employee only about $1,305,000 at 4% or $870,000 at 6%; with 50% employer match about $870,000 at 4% or $580,000 at 6%; with 100% employer match about $652,500 at 4% or $435,000 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 8 | $2,974,286 | $61,050 | $7,631iApproximate average salary by contribution assumption: employee only about $190,781 at 4% or $127,188 at 6%; with 50% employer match about $127,188 at 4% or $84,792 at 6%; with 100% employer match about $95,391 at 4% or $63,594 at 6%. |
| 2015 | 2 | 7 | $5,040,156 | $599,250 | $85,607iApproximate average salary by contribution assumption: employee only about $2,140,179 at 4% or $1,426,786 at 6%; with 50% employer match about $1,426,786 at 4% or $951,190 at 6%; with 100% employer match about $1,070,089 at 4% or $713,393 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 7 | $2,577,421 | $59,130 | $8,447iApproximate average salary by contribution assumption: employee only about $211,179 at 4% or $140,786 at 6%; with 50% employer match about $140,786 at 4% or $93,857 at 6%; with 100% employer match about $105,589 at 4% or $70,393 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 5 | $2,462,735 | $540,120 | $108,024iApproximate average salary by contribution assumption: employee only about $2,700,600 at 4% or $1,800,400 at 6%; with 50% employer match about $1,800,400 at 4% or $1,200,267 at 6%; with 100% employer match about $1,350,300 at 4% or $900,200 at 6%. |
| 2014 | 2 | 5 | $4,643,193 | $639,877 | $127,975iApproximate average salary by contribution assumption: employee only about $3,199,385 at 4% or $2,132,923 at 6%; with 50% employer match about $2,132,923 at 4% or $1,421,949 at 6%; with 100% employer match about $1,599,693 at 4% or $1,066,462 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 5 | $2,670,078 | $9,648 | $1,930iApproximate average salary by contribution assumption: employee only about $48,240 at 4% or $32,160 at 6%; with 50% employer match about $32,160 at 4% or $21,440 at 6%; with 100% employer match about $24,120 at 4% or $16,080 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 4 | $1,973,115 | $630,229 | $157,557iApproximate average salary by contribution assumption: employee only about $3,938,931 at 4% or $2,625,954 at 6%; with 50% employer match about $2,625,954 at 4% or $1,750,636 at 6%; with 100% employer match about $1,969,466 at 4% or $1,312,977 at 6%. |
| 2013 | 2 | 6 | $3,748,235 | $305,692 | $50,949iApproximate average salary by contribution assumption: employee only about $1,273,717 at 4% or $849,144 at 6%; with 50% employer match about $849,144 at 4% or $566,096 at 6%; with 100% employer match about $636,858 at 4% or $424,572 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 6 | $2,474,489 | $43,962 | $7,327iApproximate average salary by contribution assumption: employee only about $183,175 at 4% or $122,117 at 6%; with 50% employer match about $122,117 at 4% or $81,411 at 6%; with 100% employer match about $91,588 at 4% or $61,058 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 5 | $1,273,746 | $261,730 | $52,346iApproximate average salary by contribution assumption: employee only about $1,308,650 at 4% or $872,433 at 6%; with 50% employer match about $872,433 at 4% or $581,622 at 6%; with 100% employer match about $654,325 at 4% or $436,217 at 6%. |
| 2012 | 2 | 6 | $2,886,221 | $530,307 | $88,385iApproximate average salary by contribution assumption: employee only about $2,209,613 at 4% or $1,473,075 at 6%; with 50% employer match about $1,473,075 at 4% or $982,050 at 6%; with 100% employer match about $1,104,806 at 4% or $736,538 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 6 | $1,963,316 | $56,817 | $9,470iApproximate average salary by contribution assumption: employee only about $236,738 at 4% or $157,825 at 6%; with 50% employer match about $157,825 at 4% or $105,217 at 6%; with 100% employer match about $118,369 at 4% or $78,913 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 5 | $922,905 | $473,490 | $94,698iApproximate average salary by contribution assumption: employee only about $2,367,450 at 4% or $1,578,300 at 6%; with 50% employer match about $1,578,300 at 4% or $1,052,200 at 6%; with 100% employer match about $1,183,725 at 4% or $789,150 at 6%. |
| 2011 | 2 | 5 | $2,168,108 | $329,512 | $65,902iApproximate average salary by contribution assumption: employee only about $1,647,560 at 4% or $1,098,373 at 6%; with 50% employer match about $1,098,373 at 4% or $732,249 at 6%; with 100% employer match about $823,780 at 4% or $549,187 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 5 | $1,739,180 | $52,729 | $10,546iApproximate average salary by contribution assumption: employee only about $263,645 at 4% or $175,763 at 6%; with 50% employer match about $175,763 at 4% or $117,176 at 6%; with 100% employer match about $131,823 at 4% or $87,882 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 4 | $428,928 | $276,783 | $69,196iApproximate average salary by contribution assumption: employee only about $1,729,894 at 4% or $1,153,263 at 6%; with 50% employer match about $1,153,263 at 4% or $768,842 at 6%; with 100% employer match about $864,947 at 4% or $576,631 at 6%. |
| 2010 | 2 | 6 | $1,775,134 | $205,413 | $34,236iApproximate average salary by contribution assumption: employee only about $855,888 at 4% or $570,592 at 6%; with 50% employer match about $570,592 at 4% or $380,394 at 6%; with 100% employer match about $427,944 at 4% or $285,296 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 6 | $1,626,926 | $57,205 | $9,534iApproximate average salary by contribution assumption: employee only about $238,354 at 4% or $158,903 at 6%; with 50% employer match about $158,903 at 4% or $105,935 at 6%; with 100% employer match about $119,177 at 4% or $79,451 at 6%. |
| KULWIN, MASCIOPINTO & KULWIN, LLP CASH BALANCE PENSION PLAN & TRUST | - | 6 | $148,208 | $148,208 | $24,701iApproximate average salary by contribution assumption: employee only about $617,533 at 4% or $411,689 at 6%; with 50% employer match about $411,689 at 4% or $274,459 at 6%; with 100% employer match about $308,767 at 4% or $205,844 at 6%. |
| 2009 | 1 | 3 | $1,407,967 | $49,551 | $16,517iApproximate average salary by contribution assumption: employee only about $412,925 at 4% or $275,283 at 6%; with 50% employer match about $275,283 at 4% or $183,522 at 6%; with 100% employer match about $206,463 at 4% or $137,642 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 3 | $1,407,967 | $49,551 | $16,517iApproximate average salary by contribution assumption: employee only about $412,925 at 4% or $275,283 at 6%; with 50% employer match about $275,283 at 4% or $183,522 at 6%; with 100% employer match about $206,463 at 4% or $137,642 at 6%. |
| 2008 | 1 | 3 | $1,120,963 | $50,262 | $16,754iApproximate average salary by contribution assumption: employee only about $418,850 at 4% or $279,233 at 6%; with 50% employer match about $279,233 at 4% or $186,156 at 6%; with 100% employer match about $209,425 at 4% or $139,617 at 6%. |
| KULWIN & ASSOCIATES, L.L.C. PROFIT SHARING PLAN & TRUST | - | 3 | $1,120,963 | $50,262 | $16,754iApproximate average salary by contribution assumption: employee only about $418,850 at 4% or $279,233 at 6%; with 50% employer match about $279,233 at 4% or $186,156 at 6%; with 100% employer match about $209,425 at 4% or $139,617 at 6%. |