Civic Intelligence

John E. Norton & Associates LLC

Plan context: JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN

EIN 27-1149743 • Downers Grove, IL • 19 filings • 2 plans

6040 Brookbank RdDowners Grove, IL 60516
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$1,103,744

2020 Contributions

$72,052

Historical Graphs

Total Assets Over Time

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

$1,103,744$551,872$0201120152019YearValue
$1,103,744Latest year 2019

Participants Over Time

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

630201120152019YearValue
4Latest 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
202010$0$0-
John E. Norton & Associates LLC Profit Sharing Plan-0$0--
201924$1,103,744$72,052$18,013iApproximate average salary by contribution assumption: employee only about $450,325 at 4% or $300,217 at 6%; with 50% employer match about $300,217 at 4% or $200,144 at 6%; with 100% employer match about $225,163 at 4% or $150,108 at 6%.
JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN-1$833,636$51,500$51,500iApproximate average salary by contribution assumption: employee only about $1,287,500 at 4% or $858,333 at 6%; with 50% employer match about $858,333 at 4% or $572,222 at 6%; with 100% employer match about $643,750 at 4% or $429,167 at 6%.
John E. Norton & Associates LLC Profit Sharing Plan-4$270,108$20,552$5,138iApproximate average salary by contribution assumption: employee only about $128,450 at 4% or $85,633 at 6%; with 50% employer match about $85,633 at 4% or $57,089 at 6%; with 100% employer match about $64,225 at 4% or $42,817 at 6%.
201823$892,856$66,815$22,272iApproximate average salary by contribution assumption: employee only about $556,792 at 4% or $371,194 at 6%; with 50% employer match about $371,194 at 4% or $247,463 at 6%; with 100% employer match about $278,396 at 4% or $185,597 at 6%.
JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN-2$669,910$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
John E. Norton & Associates LLC Profit Sharing Plan-3$222,946$16,815$5,605iApproximate average salary by contribution assumption: employee only about $140,125 at 4% or $93,417 at 6%; with 50% employer match about $93,417 at 4% or $62,278 at 6%; with 100% employer match about $70,063 at 4% or $46,708 at 6%.
201726$917,661$72,360$12,060iApproximate average salary by contribution assumption: employee only about $301,500 at 4% or $201,000 at 6%; with 50% employer match about $201,000 at 4% or $134,000 at 6%; with 100% employer match about $150,750 at 4% or $100,500 at 6%.
JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN-2$671,477$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
John E. Norton & Associates LLC Profit Sharing Plan-6$246,184$22,360$3,727iApproximate average salary by contribution assumption: employee only about $93,167 at 4% or $62,111 at 6%; with 50% employer match about $62,111 at 4% or $41,407 at 6%; with 100% employer match about $46,583 at 4% or $31,056 at 6%.
201626$774,758$121,313$20,219iApproximate average salary by contribution assumption: employee only about $505,471 at 4% or $336,981 at 6%; with 50% employer match about $336,981 at 4% or $224,654 at 6%; with 100% employer match about $252,735 at 4% or $168,490 at 6%.
JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN-3$554,981$55,400$18,467iApproximate average salary by contribution assumption: employee only about $461,667 at 4% or $307,778 at 6%; with 50% employer match about $307,778 at 4% or $205,185 at 6%; with 100% employer match about $230,833 at 4% or $153,889 at 6%.
John E. Norton & Associates LLC Profit Sharing Plan-6$219,777$65,913$10,986iApproximate average salary by contribution assumption: employee only about $274,638 at 4% or $183,092 at 6%; with 50% employer match about $183,092 at 4% or $122,061 at 6%; with 100% employer match about $137,319 at 4% or $91,546 at 6%.
201526$606,142$102,721$17,120iApproximate average salary by contribution assumption: employee only about $428,004 at 4% or $285,336 at 6%; with 50% employer match about $285,336 at 4% or $190,224 at 6%; with 100% employer match about $214,002 at 4% or $142,668 at 6%.
JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN-3$461,397$72,000$24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%.
John E. Norton & Associates LLC Profit Sharing Plan-6$144,745$30,721$5,120iApproximate average salary by contribution assumption: employee only about $128,004 at 4% or $85,336 at 6%; with 50% employer match about $85,336 at 4% or $56,891 at 6%; with 100% employer match about $64,002 at 4% or $42,668 at 6%.
201426$515,703$133,039$22,173iApproximate average salary by contribution assumption: employee only about $554,329 at 4% or $369,553 at 6%; with 50% employer match about $369,553 at 4% or $246,369 at 6%; with 100% employer match about $277,165 at 4% or $184,776 at 6%.
JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN-3$399,506$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
John E. Norton & Associates LLC Profit Sharing Plan-6$116,197$33,039$5,507iApproximate average salary by contribution assumption: employee only about $137,663 at 4% or $91,775 at 6%; with 50% employer match about $91,775 at 4% or $61,183 at 6%; with 100% employer match about $68,831 at 4% or $45,888 at 6%.
201325$371,947$154,646$30,929iApproximate average salary by contribution assumption: employee only about $773,230 at 4% or $515,487 at 6%; with 50% employer match about $515,487 at 4% or $343,658 at 6%; with 100% employer match about $386,615 at 4% or $257,743 at 6%.
JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN-2$291,628$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
John E. Norton & Associates LLC Profit Sharing Plan-5$80,319$54,646$10,929iApproximate average salary by contribution assumption: employee only about $273,230 at 4% or $182,153 at 6%; with 50% employer match about $182,153 at 4% or $121,436 at 6%; with 100% employer match about $136,615 at 4% or $91,077 at 6%.
201223$194,078$100,250$33,417iApproximate average salary by contribution assumption: employee only about $835,417 at 4% or $556,944 at 6%; with 50% employer match about $556,944 at 4% or $371,296 at 6%; with 100% employer match about $417,708 at 4% or $278,472 at 6%.
JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN-2$172,948$100,250$50,125iApproximate average salary by contribution assumption: employee only about $1,253,125 at 4% or $835,417 at 6%; with 50% employer match about $835,417 at 4% or $556,944 at 6%; with 100% employer match about $626,563 at 4% or $417,708 at 6%.
John E. Norton & Associates LLC Profit Sharing Plan-3$21,130--
201123$93,838$93,838$31,279iApproximate average salary by contribution assumption: employee only about $781,983 at 4% or $521,322 at 6%; with 50% employer match about $521,322 at 4% or $347,548 at 6%; with 100% employer match about $390,992 at 4% or $260,661 at 6%.
JOHN E. NORTON & ASSOCIATES, LLC CASH BALANCE PENSION PLAN-3$72,738$72,738$24,246iApproximate average salary by contribution assumption: employee only about $606,150 at 4% or $404,100 at 6%; with 50% employer match about $404,100 at 4% or $269,400 at 6%; with 100% employer match about $303,075 at 4% or $202,050 at 6%.
John E. Norton & Associates LLC Profit Sharing Plan-3$21,100$21,100$7,033iApproximate average salary by contribution assumption: employee only about $175,833 at 4% or $117,222 at 6%; with 50% employer match about $117,222 at 4% or $78,148 at 6%; with 100% employer match about $87,917 at 4% or $58,611 at 6%.