Civic Intelligence

Shepard Schwartz & Harris LLP

Plan context: Shepard Schwartz & Harris LLP Cash Balance Plan

EIN 36-1220454 • Chicago, IL • 34 filings • 4 plans

123 N. Wacker Dr.Suite 1400Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$7,263,346

2024 Contributions

$27,126

Historical Graphs

Total Assets Over Time

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

$23,649,736$11,824,868$0200020132023YearValue
$7,263,346Latest year 2023

Participants Over Time

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

74370200020122023YearValue
11Latest year 2023

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
202410$0$27,126-
Shepard Schwartz & Harris LLP Cash Balance Plan-0$0$27,126-
2023211$7,263,346$0-
Shepard Schwartz & Harris LLP Cash Balance Plan-11$7,263,346--
SHEPARD SCHWARTZ & HARRIS LLP 401(K) PLAN-0$0$0-
2022265$21,108,276$1,525,462$23,469iApproximate average salary by contribution assumption: employee only about $586,716 at 4% or $391,144 at 6%; with 50% employer match about $391,144 at 4% or $260,763 at 6%; with 100% employer match about $293,358 at 4% or $195,572 at 6%.
SHEPARD SCHWARTZ & HARRIS LLP 401(K) PLAN-65$13,630,570$734,023$11,293iApproximate average salary by contribution assumption: employee only about $282,317 at 4% or $188,211 at 6%; with 50% employer match about $188,211 at 4% or $125,474 at 6%; with 100% employer match about $141,158 at 4% or $94,106 at 6%.
Shepard Schwartz & Harris LLP Cash Balance Plan-59$7,477,706$791,439$13,414iApproximate average salary by contribution assumption: employee only about $335,356 at 4% or $223,570 at 6%; with 50% employer match about $223,570 at 4% or $149,047 at 6%; with 100% employer match about $167,678 at 4% or $111,785 at 6%.
2021268$23,649,736$1,917,375$28,197iApproximate average salary by contribution assumption: employee only about $704,917 at 4% or $469,945 at 6%; with 50% employer match about $469,945 at 4% or $313,297 at 6%; with 100% employer match about $352,459 at 4% or $234,972 at 6%.
SHEPARD SCHWARTZ & HARRIS LLP 401(K) PLAN-68$16,691,244$936,499$13,772iApproximate average salary by contribution assumption: employee only about $344,301 at 4% or $229,534 at 6%; with 50% employer match about $229,534 at 4% or $153,023 at 6%; with 100% employer match about $172,151 at 4% or $114,767 at 6%.
Shepard Schwartz & Harris LLP Cash Balance Plan-62$6,958,492$980,876$15,821iApproximate average salary by contribution assumption: employee only about $395,515 at 4% or $263,676 at 6%; with 50% employer match about $263,676 at 4% or $175,784 at 6%; with 100% employer match about $197,757 at 4% or $131,838 at 6%.
2020274$19,880,045$2,054,425$27,763iApproximate average salary by contribution assumption: employee only about $694,063 at 4% or $462,708 at 6%; with 50% employer match about $462,708 at 4% or $308,472 at 6%; with 100% employer match about $347,031 at 4% or $231,354 at 6%.
SHEPARD SCHWARTZ & HARRIS LLP 401(K) PLAN-74$14,240,921$1,049,354$14,180iApproximate average salary by contribution assumption: employee only about $354,511 at 4% or $236,341 at 6%; with 50% employer match about $236,341 at 4% or $157,561 at 6%; with 100% employer match about $177,256 at 4% or $118,170 at 6%.
Shepard Schwartz & Harris LLP Cash Balance Plan-62$5,639,124$1,005,071$16,211iApproximate average salary by contribution assumption: employee only about $405,271 at 4% or $270,180 at 6%; with 50% employer match about $270,180 at 4% or $180,120 at 6%; with 100% employer match about $202,635 at 4% or $135,090 at 6%.
2019268$16,237,562$2,002,025$29,442iApproximate average salary by contribution assumption: employee only about $736,039 at 4% or $490,692 at 6%; with 50% employer match about $490,692 at 4% or $327,128 at 6%; with 100% employer match about $368,019 at 4% or $245,346 at 6%.
SHEPARD SCHWARTZ & HARRIS LLP 401(K) PLAN-68$11,861,383$1,002,520$14,743iApproximate average salary by contribution assumption: employee only about $368,574 at 4% or $245,716 at 6%; with 50% employer match about $245,716 at 4% or $163,810 at 6%; with 100% employer match about $184,287 at 4% or $122,858 at 6%.
Shepard Schwartz & Harris LLP Cash Balance Plan-58$4,376,179$999,505$17,233iApproximate average salary by contribution assumption: employee only about $430,821 at 4% or $287,214 at 6%; with 50% employer match about $287,214 at 4% or $191,476 at 6%; with 100% employer match about $215,411 at 4% or $143,607 at 6%.
2018264$12,314,333$1,989,055$31,079iApproximate average salary by contribution assumption: employee only about $776,975 at 4% or $517,983 at 6%; with 50% employer match about $517,983 at 4% or $345,322 at 6%; with 100% employer match about $388,487 at 4% or $258,992 at 6%.
SHEPARD SCHWARTZ & HARRIS LLP 401(K) PLAN-64$9,135,006$925,006$14,453iApproximate average salary by contribution assumption: employee only about $361,330 at 4% or $240,887 at 6%; with 50% employer match about $240,887 at 4% or $160,591 at 6%; with 100% employer match about $180,665 at 4% or $120,443 at 6%.
Shepard Schwartz & Harris LLP Cash Balance Plan-53$3,179,327$1,064,049$20,076iApproximate average salary by contribution assumption: employee only about $501,910 at 4% or $334,607 at 6%; with 50% employer match about $334,607 at 4% or $223,071 at 6%; with 100% employer match about $250,955 at 4% or $167,303 at 6%.
2017264$10,802,871$1,888,511$29,508iApproximate average salary by contribution assumption: employee only about $737,700 at 4% or $491,800 at 6%; with 50% employer match about $491,800 at 4% or $327,866 at 6%; with 100% employer match about $368,850 at 4% or $245,900 at 6%.
SHEPARD SCHWARTZ & HARRIS LLP 401(K) PLAN-64$8,662,863$910,898$14,233iApproximate average salary by contribution assumption: employee only about $355,820 at 4% or $237,213 at 6%; with 50% employer match about $237,213 at 4% or $158,142 at 6%; with 100% employer match about $177,910 at 4% or $118,607 at 6%.
Shepard Schwartz & Harris LLP Cash Balance Plan-50$2,140,008$977,613$19,552iApproximate average salary by contribution assumption: employee only about $488,806 at 4% or $325,871 at 6%; with 50% employer match about $325,871 at 4% or $217,247 at 6%; with 100% employer match about $244,403 at 4% or $162,936 at 6%.
2016253$7,672,283$1,444,362$27,252iApproximate average salary by contribution assumption: employee only about $681,303 at 4% or $454,202 at 6%; with 50% employer match about $454,202 at 4% or $302,801 at 6%; with 100% employer match about $340,651 at 4% or $227,101 at 6%.
SHEPARD SCHWARTZ & HARRIS LLP 401(K) PLAN-53$6,565,983$813,694$15,353iApproximate average salary by contribution assumption: employee only about $383,818 at 4% or $255,879 at 6%; with 50% employer match about $255,879 at 4% or $170,586 at 6%; with 100% employer match about $191,909 at 4% or $127,939 at 6%.
Shepard Schwartz & Harris LLP Cash Balance Plan-39$1,106,300$630,668$16,171iApproximate average salary by contribution assumption: employee only about $404,274 at 4% or $269,516 at 6%; with 50% employer match about $269,516 at 4% or $179,677 at 6%; with 100% employer match about $202,137 at 4% or $134,758 at 6%.
2015259$6,654,569$1,329,606$22,536iApproximate average salary by contribution assumption: employee only about $563,392 at 4% or $375,595 at 6%; with 50% employer match about $375,595 at 4% or $250,397 at 6%; with 100% employer match about $281,696 at 4% or $187,797 at 6%.
SHEPARD SCHWARTZ & HARRIS LLP 401(K) PLAN-59$6,174,081$849,118$14,392iApproximate average salary by contribution assumption: employee only about $359,796 at 4% or $239,864 at 6%; with 50% employer match about $239,864 at 4% or $159,909 at 6%; with 100% employer match about $179,898 at 4% or $119,932 at 6%.
Shepard Schwartz & Harris LLP Cash Balance Plan-39$480,488$480,488$12,320iApproximate average salary by contribution assumption: employee only about $308,005 at 4% or $205,337 at 6%; with 50% employer match about $205,337 at 4% or $136,891 at 6%; with 100% employer match about $154,003 at 4% or $102,668 at 6%.
2014145$6,106,296$434,102$9,647iApproximate average salary by contribution assumption: employee only about $241,168 at 4% or $160,779 at 6%; with 50% employer match about $160,779 at 4% or $107,186 at 6%; with 100% employer match about $120,584 at 4% or $80,389 at 6%.
SHEPARD SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-45$6,106,296$434,102$9,647iApproximate average salary by contribution assumption: employee only about $241,168 at 4% or $160,779 at 6%; with 50% employer match about $160,779 at 4% or $107,186 at 6%; with 100% employer match about $120,584 at 4% or $80,389 at 6%.
2013147$6,371,410$649,718$13,824iApproximate average salary by contribution assumption: employee only about $345,595 at 4% or $230,396 at 6%; with 50% employer match about $230,396 at 4% or $153,598 at 6%; with 100% employer match about $172,797 at 4% or $115,198 at 6%.
SHEPARD SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-47$6,371,410$649,718$13,824iApproximate average salary by contribution assumption: employee only about $345,595 at 4% or $230,396 at 6%; with 50% employer match about $230,396 at 4% or $153,598 at 6%; with 100% employer match about $172,797 at 4% or $115,198 at 6%.
2012144$5,309,052$619,281$14,075iApproximate average salary by contribution assumption: employee only about $351,864 at 4% or $234,576 at 6%; with 50% employer match about $234,576 at 4% or $156,384 at 6%; with 100% employer match about $175,932 at 4% or $117,288 at 6%.
SHEPARD SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-44$5,309,052$619,281$14,075iApproximate average salary by contribution assumption: employee only about $351,864 at 4% or $234,576 at 6%; with 50% employer match about $234,576 at 4% or $156,384 at 6%; with 100% employer match about $175,932 at 4% or $117,288 at 6%.
2011148$4,782,317$606,125$12,628iApproximate average salary by contribution assumption: employee only about $315,690 at 4% or $210,460 at 6%; with 50% employer match about $210,460 at 4% or $140,307 at 6%; with 100% employer match about $157,845 at 4% or $105,230 at 6%.
SHEPARD SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-48$4,782,317$606,125$12,628iApproximate average salary by contribution assumption: employee only about $315,690 at 4% or $210,460 at 6%; with 50% employer match about $210,460 at 4% or $140,307 at 6%; with 100% employer match about $157,845 at 4% or $105,230 at 6%.
2010151$4,282,489$600,252$11,770iApproximate average salary by contribution assumption: employee only about $294,241 at 4% or $196,161 at 6%; with 50% employer match about $196,161 at 4% or $130,774 at 6%; with 100% employer match about $147,121 at 4% or $98,080 at 6%.
SHEPARD SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-51$4,282,489$600,252$11,770iApproximate average salary by contribution assumption: employee only about $294,241 at 4% or $196,161 at 6%; with 50% employer match about $196,161 at 4% or $130,774 at 6%; with 100% employer match about $147,121 at 4% or $98,080 at 6%.
2009151$3,463,581$545,590$10,698iApproximate average salary by contribution assumption: employee only about $267,446 at 4% or $178,297 at 6%; with 50% employer match about $178,297 at 4% or $118,865 at 6%; with 100% employer match about $133,723 at 4% or $89,149 at 6%.
SHEPARD SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-51$3,463,581$545,590$10,698iApproximate average salary by contribution assumption: employee only about $267,446 at 4% or $178,297 at 6%; with 50% employer match about $178,297 at 4% or $118,865 at 6%; with 100% employer match about $133,723 at 4% or $89,149 at 6%.
2008147$2,438,185$304,978$6,489iApproximate average salary by contribution assumption: employee only about $162,222 at 4% or $108,148 at 6%; with 50% employer match about $108,148 at 4% or $72,099 at 6%; with 100% employer match about $81,111 at 4% or $54,074 at 6%.
SHEPARD SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-47$2,438,185$304,978$6,489iApproximate average salary by contribution assumption: employee only about $162,222 at 4% or $108,148 at 6%; with 50% employer match about $108,148 at 4% or $72,099 at 6%; with 100% employer match about $81,111 at 4% or $54,074 at 6%.
2007142$0$0-
SHEPARD SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-42---
2006141$2,849,016$273,744$6,677iApproximate average salary by contribution assumption: employee only about $166,917 at 4% or $111,278 at 6%; with 50% employer match about $111,278 at 4% or $74,185 at 6%; with 100% employer match about $83,459 at 4% or $55,639 at 6%.
SHEPARD, SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-41$2,849,016$273,744$6,677iApproximate average salary by contribution assumption: employee only about $166,917 at 4% or $111,278 at 6%; with 50% employer match about $111,278 at 4% or $74,185 at 6%; with 100% employer match about $83,459 at 4% or $55,639 at 6%.
2005144$2,322,781$260,080$5,911iApproximate average salary by contribution assumption: employee only about $147,773 at 4% or $98,515 at 6%; with 50% employer match about $98,515 at 4% or $65,677 at 6%; with 100% employer match about $73,886 at 4% or $49,258 at 6%.
SHEPARD, SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-44$2,322,781$260,080$5,911iApproximate average salary by contribution assumption: employee only about $147,773 at 4% or $98,515 at 6%; with 50% employer match about $98,515 at 4% or $65,677 at 6%; with 100% employer match about $73,886 at 4% or $49,258 at 6%.
2004138$2,554,410$225,303$5,929iApproximate average salary by contribution assumption: employee only about $148,226 at 4% or $98,817 at 6%; with 50% employer match about $98,817 at 4% or $65,878 at 6%; with 100% employer match about $74,113 at 4% or $49,409 at 6%.
SHEPARD, SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-38$2,554,410$225,303$5,929iApproximate average salary by contribution assumption: employee only about $148,226 at 4% or $98,817 at 6%; with 50% employer match about $98,817 at 4% or $65,878 at 6%; with 100% employer match about $74,113 at 4% or $49,409 at 6%.
2003132$2,157,131$215,555$6,736iApproximate average salary by contribution assumption: employee only about $168,402 at 4% or $112,268 at 6%; with 50% employer match about $112,268 at 4% or $74,845 at 6%; with 100% employer match about $84,201 at 4% or $56,134 at 6%.
SHEPARD, SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-32$2,157,131$215,555$6,736iApproximate average salary by contribution assumption: employee only about $168,402 at 4% or $112,268 at 6%; with 50% employer match about $112,268 at 4% or $74,845 at 6%; with 100% employer match about $84,201 at 4% or $56,134 at 6%.
2002131$1,603,603$185,253$5,976iApproximate average salary by contribution assumption: employee only about $149,398 at 4% or $99,598 at 6%; with 50% employer match about $99,598 at 4% or $66,399 at 6%; with 100% employer match about $74,699 at 4% or $49,799 at 6%.
SHEPARD, SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-31$1,603,603$185,253$5,976iApproximate average salary by contribution assumption: employee only about $149,398 at 4% or $99,598 at 6%; with 50% employer match about $99,598 at 4% or $66,399 at 6%; with 100% employer match about $74,699 at 4% or $49,799 at 6%.
2001128$0$0-
SHEPARD, SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-28---
2000143$2,105,719$208,678$4,853iApproximate average salary by contribution assumption: employee only about $121,324 at 4% or $80,883 at 6%; with 50% employer match about $80,883 at 4% or $53,922 at 6%; with 100% employer match about $60,662 at 4% or $40,441 at 6%.
SHEPARD, SCHWARTZ & HARRIS AMENDED & RESTATED 401K PLAN & TRUST-43$2,105,719$208,678$4,853iApproximate average salary by contribution assumption: employee only about $121,324 at 4% or $80,883 at 6%; with 50% employer match about $80,883 at 4% or $53,922 at 6%; with 100% employer match about $60,662 at 4% or $40,441 at 6%.