Civic Intelligence

Caldwell, Coren & Sceggel

Plan context: Caldwell, Coren & Sceggel Retirement Trust

EIN 27-4368649 • Darien, IL • 9 filings • 1 plans

7900 S Cass AveSte 170Darien, IL 60561
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$70,010

2022 Contributions

$32,191

Historical Graphs

Total Assets Over Time

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

$309,077$154,539$0201220162022YearValue
$70,010Latest year 2022

Participants Over Time

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

420201220162022YearValue
2Latest year 2022

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
202212$70,010$32,191$16,096iApproximate average salary by contribution assumption: employee only about $402,388 at 4% or $268,258 at 6%; with 50% employer match about $268,258 at 4% or $178,839 at 6%; with 100% employer match about $201,194 at 4% or $134,129 at 6%.
Caldwell, Coren & Sceggel Retirement Trust-2$70,010$32,191$16,096iApproximate average salary by contribution assumption: employee only about $402,388 at 4% or $268,258 at 6%; with 50% employer match about $268,258 at 4% or $178,839 at 6%; with 100% employer match about $201,194 at 4% or $134,129 at 6%.
201912$309,077$30,095$15,048iApproximate average salary by contribution assumption: employee only about $376,188 at 4% or $250,792 at 6%; with 50% employer match about $250,792 at 4% or $167,194 at 6%; with 100% employer match about $188,094 at 4% or $125,396 at 6%.
Caldwell, Coren & Sceggel Retirement Trust-2$309,077$30,095$15,048iApproximate average salary by contribution assumption: employee only about $376,188 at 4% or $250,792 at 6%; with 50% employer match about $250,792 at 4% or $167,194 at 6%; with 100% employer match about $188,094 at 4% or $125,396 at 6%.
201812$205,240$57,348$28,674iApproximate average salary by contribution assumption: employee only about $716,850 at 4% or $477,900 at 6%; with 50% employer match about $477,900 at 4% or $318,600 at 6%; with 100% employer match about $358,425 at 4% or $238,950 at 6%.
Caldwell, Coren & Sceggel Retirement Trust-2$205,240$57,348$28,674iApproximate average salary by contribution assumption: employee only about $716,850 at 4% or $477,900 at 6%; with 50% employer match about $477,900 at 4% or $318,600 at 6%; with 100% employer match about $358,425 at 4% or $238,950 at 6%.
201712$166,261$2,741$1,371iApproximate average salary by contribution assumption: employee only about $34,263 at 4% or $22,842 at 6%; with 50% employer match about $22,842 at 4% or $15,228 at 6%; with 100% employer match about $17,131 at 4% or $11,421 at 6%.
Caldwell, Coren & Sceggel Retirement Trust-2$166,261$2,741$1,371iApproximate average salary by contribution assumption: employee only about $34,263 at 4% or $22,842 at 6%; with 50% employer match about $22,842 at 4% or $15,228 at 6%; with 100% employer match about $17,131 at 4% or $11,421 at 6%.
201612$134,783$29,769$14,885iApproximate average salary by contribution assumption: employee only about $372,113 at 4% or $248,075 at 6%; with 50% employer match about $248,075 at 4% or $165,383 at 6%; with 100% employer match about $186,056 at 4% or $124,038 at 6%.
Caldwell, Coren & Sceggel Retirement Trust-2$134,783$29,769$14,885iApproximate average salary by contribution assumption: employee only about $372,113 at 4% or $248,075 at 6%; with 50% employer match about $248,075 at 4% or $165,383 at 6%; with 100% employer match about $186,056 at 4% or $124,038 at 6%.
201513$98,052$29,822$9,941iApproximate average salary by contribution assumption: employee only about $248,517 at 4% or $165,678 at 6%; with 50% employer match about $165,678 at 4% or $110,452 at 6%; with 100% employer match about $124,258 at 4% or $82,839 at 6%.
Caldwell, Coren & Sceggel Retirement Trust-3$98,052$29,822$9,941iApproximate average salary by contribution assumption: employee only about $248,517 at 4% or $165,678 at 6%; with 50% employer match about $165,678 at 4% or $110,452 at 6%; with 100% employer match about $124,258 at 4% or $82,839 at 6%.
201414$79,633$36,835$9,209iApproximate average salary by contribution assumption: employee only about $230,219 at 4% or $153,479 at 6%; with 50% employer match about $153,479 at 4% or $102,319 at 6%; with 100% employer match about $115,109 at 4% or $76,740 at 6%.
Caldwell, Coren & Sceggel Retirement Trust-4$79,633$36,835$9,209iApproximate average salary by contribution assumption: employee only about $230,219 at 4% or $153,479 at 6%; with 50% employer match about $153,479 at 4% or $102,319 at 6%; with 100% employer match about $115,109 at 4% or $76,740 at 6%.
201314$89,185$54,642$13,661iApproximate average salary by contribution assumption: employee only about $341,513 at 4% or $227,675 at 6%; with 50% employer match about $227,675 at 4% or $151,783 at 6%; with 100% employer match about $170,756 at 4% or $113,838 at 6%.
Caldwell, Coren & Sceggel Retirement Trust-4$89,185$54,642$13,661iApproximate average salary by contribution assumption: employee only about $341,513 at 4% or $227,675 at 6%; with 50% employer match about $227,675 at 4% or $151,783 at 6%; with 100% employer match about $170,756 at 4% or $113,838 at 6%.
201214$23,943$27,733$6,933iApproximate average salary by contribution assumption: employee only about $173,331 at 4% or $115,554 at 6%; with 50% employer match about $115,554 at 4% or $77,036 at 6%; with 100% employer match about $86,666 at 4% or $57,777 at 6%.
Caldwell, Coren & Sceggel Retirement Trust-4$23,943$27,733$6,933iApproximate average salary by contribution assumption: employee only about $173,331 at 4% or $115,554 at 6%; with 50% employer match about $115,554 at 4% or $77,036 at 6%; with 100% employer match about $86,666 at 4% or $57,777 at 6%.