Civic Intelligence

Katz & Stefani LLC

Plan context: Katz & Stefani LLC 401(K) and Profit Sharing Plan

EIN 26-1890391 • Chicago, IL • 25 filings • 3 plans

222 North Lasalle StreetSuite 2150Chicago, IL 60601
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$8,974,604

2024 Contributions

$302,614

Historical Graphs

Total Assets Over Time

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

$9,781,429$4,890,715$0200820162024YearValue
$8,974,604Latest year 2024

Participants Over Time

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

27140200820162024YearValue
25Latest year 2024

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
2024225$8,974,604$302,614$12,105iApproximate average salary by contribution assumption: employee only about $302,614 at 4% or $201,743 at 6%; with 50% employer match about $201,743 at 4% or $134,495 at 6%; with 100% employer match about $151,307 at 4% or $100,871 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-25$8,974,604$302,614$12,105iApproximate average salary by contribution assumption: employee only about $302,614 at 4% or $201,743 at 6%; with 50% employer match about $201,743 at 4% or $134,495 at 6%; with 100% employer match about $151,307 at 4% or $100,871 at 6%.
KATZ & STEFANI, LLC CASH BALANCE PENSION PLAN-0$0--
2023224$9,781,429$569,826$23,743iApproximate average salary by contribution assumption: employee only about $593,569 at 4% or $395,713 at 6%; with 50% employer match about $395,713 at 4% or $263,808 at 6%; with 100% employer match about $296,784 at 4% or $197,856 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-24$7,500,026$358,348$14,931iApproximate average salary by contribution assumption: employee only about $373,279 at 4% or $248,853 at 6%; with 50% employer match about $248,853 at 4% or $165,902 at 6%; with 100% employer match about $186,640 at 4% or $124,426 at 6%.
KATZ & STEFANI, LLC CASH BALANCE PENSION PLAN-14$2,281,403$211,478$15,106iApproximate average salary by contribution assumption: employee only about $377,639 at 4% or $251,760 at 6%; with 50% employer match about $251,760 at 4% or $167,840 at 6%; with 100% employer match about $188,820 at 4% or $125,880 at 6%.
2022225$8,161,979$466,771$18,671iApproximate average salary by contribution assumption: employee only about $466,771 at 4% or $311,181 at 6%; with 50% employer match about $311,181 at 4% or $207,454 at 6%; with 100% employer match about $233,386 at 4% or $155,590 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-25$6,213,937$329,083$13,163iApproximate average salary by contribution assumption: employee only about $329,083 at 4% or $219,389 at 6%; with 50% employer match about $219,389 at 4% or $146,259 at 6%; with 100% employer match about $164,542 at 4% or $109,694 at 6%.
KATZ & STEFANI, LLC CASH BALANCE PENSION PLAN-14$1,948,042$137,688$9,835iApproximate average salary by contribution assumption: employee only about $245,871 at 4% or $163,914 at 6%; with 50% employer match about $163,914 at 4% or $109,276 at 6%; with 100% employer match about $122,936 at 4% or $81,957 at 6%.
2021226$9,092,670$559,025$21,501iApproximate average salary by contribution assumption: employee only about $537,524 at 4% or $358,349 at 6%; with 50% employer match about $358,349 at 4% or $238,900 at 6%; with 100% employer match about $268,762 at 4% or $179,175 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-26$7,175,526$332,525$12,789iApproximate average salary by contribution assumption: employee only about $319,736 at 4% or $213,157 at 6%; with 50% employer match about $213,157 at 4% or $142,105 at 6%; with 100% employer match about $159,868 at 4% or $106,579 at 6%.
KATZ & STEFANI, LLC CASH BALANCE PENSION PLAN-13$1,917,144$226,500$17,423iApproximate average salary by contribution assumption: employee only about $435,577 at 4% or $290,385 at 6%; with 50% employer match about $290,385 at 4% or $193,590 at 6%; with 100% employer match about $217,788 at 4% or $145,192 at 6%.
2020226$7,129,470$664,572$25,560iApproximate average salary by contribution assumption: employee only about $639,012 at 4% or $426,008 at 6%; with 50% employer match about $426,008 at 4% or $284,005 at 6%; with 100% employer match about $319,506 at 4% or $213,004 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-26$5,612,801$307,851$11,840iApproximate average salary by contribution assumption: employee only about $296,011 at 4% or $197,340 at 6%; with 50% employer match about $197,340 at 4% or $131,560 at 6%; with 100% employer match about $148,005 at 4% or $98,670 at 6%.
KATZ & STEFANI, LLC CASH BALANCE PENSION PLAN-13$1,516,669$356,721$27,440iApproximate average salary by contribution assumption: employee only about $686,002 at 4% or $457,335 at 6%; with 50% employer match about $457,335 at 4% or $304,890 at 6%; with 100% employer match about $343,001 at 4% or $228,667 at 6%.
2019227$5,696,871$651,848$24,143iApproximate average salary by contribution assumption: employee only about $603,563 at 4% or $402,375 at 6%; with 50% employer match about $402,375 at 4% or $268,250 at 6%; with 100% employer match about $301,781 at 4% or $201,188 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-27$4,644,567$333,765$12,362iApproximate average salary by contribution assumption: employee only about $309,042 at 4% or $206,028 at 6%; with 50% employer match about $206,028 at 4% or $137,352 at 6%; with 100% employer match about $154,521 at 4% or $103,014 at 6%.
KATZ & STEFANI, LLC CASH BALANCE PENSION PLAN-13$1,052,304$318,083$24,468iApproximate average salary by contribution assumption: employee only about $611,698 at 4% or $407,799 at 6%; with 50% employer match about $407,799 at 4% or $271,866 at 6%; with 100% employer match about $305,849 at 4% or $203,899 at 6%.
2018226$4,106,443$610,924$23,497iApproximate average salary by contribution assumption: employee only about $587,427 at 4% or $391,618 at 6%; with 50% employer match about $391,618 at 4% or $261,079 at 6%; with 100% employer match about $293,713 at 4% or $195,809 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-26$3,447,358$277,276$10,664iApproximate average salary by contribution assumption: employee only about $266,612 at 4% or $177,741 at 6%; with 50% employer match about $177,741 at 4% or $118,494 at 6%; with 100% employer match about $133,306 at 4% or $88,871 at 6%.
KATZ & STEFANI, LLC CASH BALANCE PENSION PLAN-12$659,085$333,648$27,804iApproximate average salary by contribution assumption: employee only about $695,100 at 4% or $463,400 at 6%; with 50% employer match about $463,400 at 4% or $308,933 at 6%; with 100% employer match about $347,550 at 4% or $231,700 at 6%.
2017226$3,880,229$637,010$24,500iApproximate average salary by contribution assumption: employee only about $612,510 at 4% or $408,340 at 6%; with 50% employer match about $408,340 at 4% or $272,226 at 6%; with 100% employer match about $306,255 at 4% or $204,170 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-26$3,534,324$291,105$11,196iApproximate average salary by contribution assumption: employee only about $279,909 at 4% or $186,606 at 6%; with 50% employer match about $186,606 at 4% or $124,404 at 6%; with 100% employer match about $139,954 at 4% or $93,303 at 6%.
KATZ & STEFANI, LLC CASH BALANCE PENSION PLAN-11$345,905$345,905$31,446iApproximate average salary by contribution assumption: employee only about $786,148 at 4% or $524,098 at 6%; with 50% employer match about $524,098 at 4% or $349,399 at 6%; with 100% employer match about $393,074 at 4% or $262,049 at 6%.
2016122$2,686,999$272,606$12,391iApproximate average salary by contribution assumption: employee only about $309,780 at 4% or $206,520 at 6%; with 50% employer match about $206,520 at 4% or $137,680 at 6%; with 100% employer match about $154,890 at 4% or $103,260 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-22$2,686,999$272,606$12,391iApproximate average salary by contribution assumption: employee only about $309,780 at 4% or $206,520 at 6%; with 50% employer match about $206,520 at 4% or $137,680 at 6%; with 100% employer match about $154,890 at 4% or $103,260 at 6%.
2015123$2,253,793$265,722$11,553iApproximate average salary by contribution assumption: employee only about $288,828 at 4% or $192,552 at 6%; with 50% employer match about $192,552 at 4% or $128,368 at 6%; with 100% employer match about $144,414 at 4% or $96,276 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-23$2,253,793$265,722$11,553iApproximate average salary by contribution assumption: employee only about $288,828 at 4% or $192,552 at 6%; with 50% employer match about $192,552 at 4% or $128,368 at 6%; with 100% employer match about $144,414 at 4% or $96,276 at 6%.
2014122$2,031,439$241,369$10,971iApproximate average salary by contribution assumption: employee only about $274,283 at 4% or $182,855 at 6%; with 50% employer match about $182,855 at 4% or $121,904 at 6%; with 100% employer match about $137,141 at 4% or $91,428 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-22$2,031,439$241,369$10,971iApproximate average salary by contribution assumption: employee only about $274,283 at 4% or $182,855 at 6%; with 50% employer match about $182,855 at 4% or $121,904 at 6%; with 100% employer match about $137,141 at 4% or $91,428 at 6%.
2013122$1,723,347$231,015$10,501iApproximate average salary by contribution assumption: employee only about $262,517 at 4% or $175,011 at 6%; with 50% employer match about $175,011 at 4% or $116,674 at 6%; with 100% employer match about $131,259 at 4% or $87,506 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-22$1,723,347$231,015$10,501iApproximate average salary by contribution assumption: employee only about $262,517 at 4% or $175,011 at 6%; with 50% employer match about $175,011 at 4% or $116,674 at 6%; with 100% employer match about $131,259 at 4% or $87,506 at 6%.
2012117$1,225,613$199,537$11,737iApproximate average salary by contribution assumption: employee only about $293,437 at 4% or $195,625 at 6%; with 50% employer match about $195,625 at 4% or $130,416 at 6%; with 100% employer match about $146,718 at 4% or $97,812 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-17$1,225,613$199,537$11,737iApproximate average salary by contribution assumption: employee only about $293,437 at 4% or $195,625 at 6%; with 50% employer match about $195,625 at 4% or $130,416 at 6%; with 100% employer match about $146,718 at 4% or $97,812 at 6%.
2011115$916,687$192,356$12,824iApproximate average salary by contribution assumption: employee only about $320,593 at 4% or $213,729 at 6%; with 50% employer match about $213,729 at 4% or $142,486 at 6%; with 100% employer match about $160,297 at 4% or $106,864 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-15$916,687$192,356$12,824iApproximate average salary by contribution assumption: employee only about $320,593 at 4% or $213,729 at 6%; with 50% employer match about $213,729 at 4% or $142,486 at 6%; with 100% employer match about $160,297 at 4% or $106,864 at 6%.
2010114$767,601$220,306$15,736iApproximate average salary by contribution assumption: employee only about $393,404 at 4% or $262,269 at 6%; with 50% employer match about $262,269 at 4% or $174,846 at 6%; with 100% employer match about $196,702 at 4% or $131,135 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-14$767,601$220,306$15,736iApproximate average salary by contribution assumption: employee only about $393,404 at 4% or $262,269 at 6%; with 50% employer match about $262,269 at 4% or $174,846 at 6%; with 100% employer match about $196,702 at 4% or $131,135 at 6%.
2009112$494,247$414,154$34,513iApproximate average salary by contribution assumption: employee only about $862,821 at 4% or $575,214 at 6%; with 50% employer match about $575,214 at 4% or $383,476 at 6%; with 100% employer match about $431,410 at 4% or $287,607 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-12$494,247$414,154$34,513iApproximate average salary by contribution assumption: employee only about $862,821 at 4% or $575,214 at 6%; with 50% employer match about $575,214 at 4% or $383,476 at 6%; with 100% employer match about $431,410 at 4% or $287,607 at 6%.
2008113$29,090$28,357$2,181iApproximate average salary by contribution assumption: employee only about $54,533 at 4% or $36,355 at 6%; with 50% employer match about $36,355 at 4% or $24,237 at 6%; with 100% employer match about $27,266 at 4% or $18,178 at 6%.
Katz & Stefani LLC 401(K) and Profit Sharing Plan-13$29,090$28,357$2,181iApproximate average salary by contribution assumption: employee only about $54,533 at 4% or $36,355 at 6%; with 50% employer match about $36,355 at 4% or $24,237 at 6%; with 100% employer match about $27,266 at 4% or $18,178 at 6%.