Civic Intelligence

Neal Wolf & Associates LLC

Plan context: Neal L. Wolf Ltd. Cash Balance Plan & Trust

EIN 27-5252739 • Chicago, IL • 8 filings • 3 plans

400 E. Ohio St#2404Chicago, IL 60611
Current Snapshot

Latest Year

2016

2016 Participants

12

2016 Assets

$57,917

2016 Contributions

$8,458

Historical Graphs

Total Assets Over Time

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

$570,930$285,465$0201220142015YearValue
$57,917Latest year 2015

Participants Over Time

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

1260201220142015YearValue
12Latest year 2015

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
201610$0$0-
Neal L. Wolf Ltd. Cash Balance Plan & Trust-0$0$0-
2015112$57,917$0-
Neal L. Wolf Ltd. Cash Balance Plan & Trust-12$57,917$0-
2014212$58,239$8,458$705iApproximate average salary by contribution assumption: employee only about $17,621 at 4% or $11,747 at 6%; with 50% employer match about $11,747 at 4% or $7,831 at 6%; with 100% employer match about $8,810 at 4% or $5,874 at 6%.
Neal L. Wolf Ltd. Cash Balance Plan & Trust-12$58,239$0-
NEAL WOLF & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST-0$0$8,458-
2013212$570,930$357,076$29,756iApproximate average salary by contribution assumption: employee only about $743,908 at 4% or $495,939 at 6%; with 50% employer match about $495,939 at 4% or $330,626 at 6%; with 100% employer match about $371,954 at 4% or $247,969 at 6%.
NEAL WOLF & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST-12$513,381$345,918$28,827iApproximate average salary by contribution assumption: employee only about $720,663 at 4% or $480,442 at 6%; with 50% employer match about $480,442 at 4% or $320,294 at 6%; with 100% employer match about $360,331 at 4% or $240,221 at 6%.
Neal L. Wolf Ltd. Cash Balance Plan & Trust-12$57,549$11,158$930iApproximate average salary by contribution assumption: employee only about $23,246 at 4% or $15,497 at 6%; with 50% employer match about $15,497 at 4% or $10,331 at 6%; with 100% employer match about $11,623 at 4% or $7,749 at 6%.
201229$196,068$153,485$17,054iApproximate average salary by contribution assumption: employee only about $426,347 at 4% or $284,231 at 6%; with 50% employer match about $284,231 at 4% or $189,488 at 6%; with 100% employer match about $213,174 at 4% or $142,116 at 6%.
NEAL L. WOLF, LTD. 401(K) PROFIT SHARING PLAN & TRUST-9$151,230$121,820$13,536iApproximate average salary by contribution assumption: employee only about $338,389 at 4% or $225,593 at 6%; with 50% employer match about $225,593 at 4% or $150,395 at 6%; with 100% employer match about $169,194 at 4% or $112,796 at 6%.
Neal L. Wolf Ltd. Cash Balance Plan & Trust-2$44,838$31,665$15,833iApproximate average salary by contribution assumption: employee only about $395,813 at 4% or $263,875 at 6%; with 50% employer match about $263,875 at 4% or $175,917 at 6%; with 100% employer match about $197,906 at 4% or $131,938 at 6%.