Civic Intelligence

S. Stein & Company

Plan context: S. Stein & Company Employees Savings Trust

EIN 36-1822600 • Chicago, IL • 25 filings • 2 plans

5410 W. Roosevelt Rd, Suite 111, DoChicago, IL 60644
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$251,830

2023 Contributions

$6,665

Historical Graphs

Total Assets Over Time

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

$801,531$400,766$0199920112022YearValue
$251,830Latest year 2022

Participants Over Time

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

80400199920112022YearValue
5Latest 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
202310$0$0-
S. Stein & Company Employees Savings Trust-0$0$0-
202215$251,830$6,665$1,333iApproximate average salary by contribution assumption: employee only about $33,325 at 4% or $22,217 at 6%; with 50% employer match about $22,217 at 4% or $14,811 at 6%; with 100% employer match about $16,663 at 4% or $11,108 at 6%.
S. Stein & Company Employees Savings Trust-5$251,830$6,665$1,333iApproximate average salary by contribution assumption: employee only about $33,325 at 4% or $22,217 at 6%; with 50% employer match about $22,217 at 4% or $14,811 at 6%; with 100% employer match about $16,663 at 4% or $11,108 at 6%.
202115$296,634$2,624$525iApproximate average salary by contribution assumption: employee only about $13,120 at 4% or $8,747 at 6%; with 50% employer match about $8,747 at 4% or $5,831 at 6%; with 100% employer match about $6,560 at 4% or $4,373 at 6%.
S. Stein & Company Employees Savings Trust-5$296,634$2,624$525iApproximate average salary by contribution assumption: employee only about $13,120 at 4% or $8,747 at 6%; with 50% employer match about $8,747 at 4% or $5,831 at 6%; with 100% employer match about $6,560 at 4% or $4,373 at 6%.
202016$294,540$3,558$593iApproximate average salary by contribution assumption: employee only about $14,825 at 4% or $9,883 at 6%; with 50% employer match about $9,883 at 4% or $6,589 at 6%; with 100% employer match about $7,413 at 4% or $4,942 at 6%.
S. Stein & Company Employees Savings Trust-6$294,540$3,558$593iApproximate average salary by contribution assumption: employee only about $14,825 at 4% or $9,883 at 6%; with 50% employer match about $9,883 at 4% or $6,589 at 6%; with 100% employer match about $7,413 at 4% or $4,942 at 6%.
201917$340,010$14,082$2,012iApproximate average salary by contribution assumption: employee only about $50,293 at 4% or $33,529 at 6%; with 50% employer match about $33,529 at 4% or $22,352 at 6%; with 100% employer match about $25,146 at 4% or $16,764 at 6%.
S. Stein & Company Employees Savings Trust-7$340,010$14,082$2,012iApproximate average salary by contribution assumption: employee only about $50,293 at 4% or $33,529 at 6%; with 50% employer match about $33,529 at 4% or $22,352 at 6%; with 100% employer match about $25,146 at 4% or $16,764 at 6%.
2018111$367,488$15,344$1,395iApproximate average salary by contribution assumption: employee only about $34,873 at 4% or $23,248 at 6%; with 50% employer match about $23,248 at 4% or $15,499 at 6%; with 100% employer match about $17,436 at 4% or $11,624 at 6%.
S. Stein & Company Employees Savings Trust-11$367,488$15,344$1,395iApproximate average salary by contribution assumption: employee only about $34,873 at 4% or $23,248 at 6%; with 50% employer match about $23,248 at 4% or $15,499 at 6%; with 100% employer match about $17,436 at 4% or $11,624 at 6%.
2017114$434,705$15,075$1,077iApproximate average salary by contribution assumption: employee only about $26,920 at 4% or $17,946 at 6%; with 50% employer match about $17,946 at 4% or $11,964 at 6%; with 100% employer match about $13,460 at 4% or $8,973 at 6%.
S. Stein & Company Employees Savings Trust-14$434,705$15,075$1,077iApproximate average salary by contribution assumption: employee only about $26,920 at 4% or $17,946 at 6%; with 50% employer match about $17,946 at 4% or $11,964 at 6%; with 100% employer match about $13,460 at 4% or $8,973 at 6%.
2016114$422,174$17,758$1,268iApproximate average salary by contribution assumption: employee only about $31,711 at 4% or $21,140 at 6%; with 50% employer match about $21,140 at 4% or $14,094 at 6%; with 100% employer match about $15,855 at 4% or $10,570 at 6%.
S. Stein & Company Employees Savings Trust-14$422,174$17,758$1,268iApproximate average salary by contribution assumption: employee only about $31,711 at 4% or $21,140 at 6%; with 50% employer match about $21,140 at 4% or $14,094 at 6%; with 100% employer match about $15,855 at 4% or $10,570 at 6%.
2015115$419,185$23,986$1,599iApproximate average salary by contribution assumption: employee only about $39,977 at 4% or $26,651 at 6%; with 50% employer match about $26,651 at 4% or $17,767 at 6%; with 100% employer match about $19,988 at 4% or $13,326 at 6%.
S. Stein & Company Employees Savings Trust-15$419,185$23,986$1,599iApproximate average salary by contribution assumption: employee only about $39,977 at 4% or $26,651 at 6%; with 50% employer match about $26,651 at 4% or $17,767 at 6%; with 100% employer match about $19,988 at 4% or $13,326 at 6%.
2014115$407,339$24,520$1,635iApproximate average salary by contribution assumption: employee only about $40,867 at 4% or $27,244 at 6%; with 50% employer match about $27,244 at 4% or $18,163 at 6%; with 100% employer match about $20,433 at 4% or $13,622 at 6%.
S. Stein & Company Employees Savings Trust-15$407,339$24,520$1,635iApproximate average salary by contribution assumption: employee only about $40,867 at 4% or $27,244 at 6%; with 50% employer match about $27,244 at 4% or $18,163 at 6%; with 100% employer match about $20,433 at 4% or $13,622 at 6%.
2013116$415,635$21,440$1,340iApproximate average salary by contribution assumption: employee only about $33,500 at 4% or $22,333 at 6%; with 50% employer match about $22,333 at 4% or $14,889 at 6%; with 100% employer match about $16,750 at 4% or $11,167 at 6%.
S. Stein & Company Employees Savings Trust-16$415,635$21,440$1,340iApproximate average salary by contribution assumption: employee only about $33,500 at 4% or $22,333 at 6%; with 50% employer match about $22,333 at 4% or $14,889 at 6%; with 100% employer match about $16,750 at 4% or $11,167 at 6%.
2012118$399,525$22,000$1,222iApproximate average salary by contribution assumption: employee only about $30,556 at 4% or $20,370 at 6%; with 50% employer match about $20,370 at 4% or $13,580 at 6%; with 100% employer match about $15,278 at 4% or $10,185 at 6%.
S. Stein & Company Employees Savings Trust-18$399,525$22,000$1,222iApproximate average salary by contribution assumption: employee only about $30,556 at 4% or $20,370 at 6%; with 50% employer match about $20,370 at 4% or $13,580 at 6%; with 100% employer match about $15,278 at 4% or $10,185 at 6%.
2011117$498,135$44,686$2,629iApproximate average salary by contribution assumption: employee only about $65,715 at 4% or $43,810 at 6%; with 50% employer match about $43,810 at 4% or $29,207 at 6%; with 100% employer match about $32,857 at 4% or $21,905 at 6%.
S. Stein & Company Employees Savings Trust-17$498,135$44,686$2,629iApproximate average salary by contribution assumption: employee only about $65,715 at 4% or $43,810 at 6%; with 50% employer match about $43,810 at 4% or $29,207 at 6%; with 100% employer match about $32,857 at 4% or $21,905 at 6%.
2010131$782,785$41,415$1,336iApproximate average salary by contribution assumption: employee only about $33,399 at 4% or $22,266 at 6%; with 50% employer match about $22,266 at 4% or $14,844 at 6%; with 100% employer match about $16,700 at 4% or $11,133 at 6%.
S. Stein & Company Employees Savings Trust-31$782,785$41,415$1,336iApproximate average salary by contribution assumption: employee only about $33,399 at 4% or $22,266 at 6%; with 50% employer match about $22,266 at 4% or $14,844 at 6%; with 100% employer match about $16,700 at 4% or $11,133 at 6%.
2009133$676,523$56,698$1,718iApproximate average salary by contribution assumption: employee only about $42,953 at 4% or $28,635 at 6%; with 50% employer match about $28,635 at 4% or $19,090 at 6%; with 100% employer match about $21,477 at 4% or $14,318 at 6%.
S. Stein & Company Employees Savings Trust-33$676,523$56,698$1,718iApproximate average salary by contribution assumption: employee only about $42,953 at 4% or $28,635 at 6%; with 50% employer match about $28,635 at 4% or $19,090 at 6%; with 100% employer match about $21,477 at 4% or $14,318 at 6%.
2008168$535,674$101,827$1,497iApproximate average salary by contribution assumption: employee only about $37,436 at 4% or $24,958 at 6%; with 50% employer match about $24,958 at 4% or $16,638 at 6%; with 100% employer match about $18,718 at 4% or $12,479 at 6%.
S. Stein & Company Employees Savings Trust-68$535,674$101,827$1,497iApproximate average salary by contribution assumption: employee only about $37,436 at 4% or $24,958 at 6%; with 50% employer match about $24,958 at 4% or $16,638 at 6%; with 100% employer match about $18,718 at 4% or $12,479 at 6%.
2007167$801,531$107,661$1,607iApproximate average salary by contribution assumption: employee only about $40,172 at 4% or $26,781 at 6%; with 50% employer match about $26,781 at 4% or $17,854 at 6%; with 100% employer match about $20,086 at 4% or $13,391 at 6%.
S. Stein & Company Employees Savings Trust-67$801,531$107,661$1,607iApproximate average salary by contribution assumption: employee only about $40,172 at 4% or $26,781 at 6%; with 50% employer match about $26,781 at 4% or $17,854 at 6%; with 100% employer match about $20,086 at 4% or $13,391 at 6%.
2006172$644,310$88,875$1,234iApproximate average salary by contribution assumption: employee only about $30,859 at 4% or $20,573 at 6%; with 50% employer match about $20,573 at 4% or $13,715 at 6%; with 100% employer match about $15,430 at 4% or $10,286 at 6%.
S. Stein & Company Employees Savings Trust-72$644,310$88,875$1,234iApproximate average salary by contribution assumption: employee only about $30,859 at 4% or $20,573 at 6%; with 50% employer match about $20,573 at 4% or $13,715 at 6%; with 100% employer match about $15,430 at 4% or $10,286 at 6%.
2005159$505,615$79,348$1,345iApproximate average salary by contribution assumption: employee only about $33,622 at 4% or $22,415 at 6%; with 50% employer match about $22,415 at 4% or $14,943 at 6%; with 100% employer match about $16,811 at 4% or $11,207 at 6%.
S. Stein & Company Employees Savings Trust-59$505,615$79,348$1,345iApproximate average salary by contribution assumption: employee only about $33,622 at 4% or $22,415 at 6%; with 50% employer match about $22,415 at 4% or $14,943 at 6%; with 100% employer match about $16,811 at 4% or $11,207 at 6%.
2004155$416,622$80,698$1,467iApproximate average salary by contribution assumption: employee only about $36,681 at 4% or $24,454 at 6%; with 50% employer match about $24,454 at 4% or $16,303 at 6%; with 100% employer match about $18,340 at 4% or $12,227 at 6%.
S. Stein & Company Employees Savings Trust-55$416,622$80,698$1,467iApproximate average salary by contribution assumption: employee only about $36,681 at 4% or $24,454 at 6%; with 50% employer match about $24,454 at 4% or $16,303 at 6%; with 100% employer match about $18,340 at 4% or $12,227 at 6%.
2003158$324,710$92,825$1,600iApproximate average salary by contribution assumption: employee only about $40,011 at 4% or $26,674 at 6%; with 50% employer match about $26,674 at 4% or $17,783 at 6%; with 100% employer match about $20,005 at 4% or $13,337 at 6%.
S. Stein & Company Employees Savings Trust-58$324,710$92,825$1,600iApproximate average salary by contribution assumption: employee only about $40,011 at 4% or $26,674 at 6%; with 50% employer match about $26,674 at 4% or $17,783 at 6%; with 100% employer match about $20,005 at 4% or $13,337 at 6%.
2002161$207,911$86,010$1,410iApproximate average salary by contribution assumption: employee only about $35,250 at 4% or $23,500 at 6%; with 50% employer match about $23,500 at 4% or $15,667 at 6%; with 100% employer match about $17,625 at 4% or $11,750 at 6%.
S. Stein & Company Employees Savings Trust-61$207,911$86,010$1,410iApproximate average salary by contribution assumption: employee only about $35,250 at 4% or $23,500 at 6%; with 50% employer match about $23,500 at 4% or $15,667 at 6%; with 100% employer match about $17,625 at 4% or $11,750 at 6%.
2001147$0$0-
S. Stein & Company Employees Savings Trust-47---
2000180$77,076$52,994$662iApproximate average salary by contribution assumption: employee only about $16,561 at 4% or $11,040 at 6%; with 50% employer match about $11,040 at 4% or $7,360 at 6%; with 100% employer match about $8,280 at 4% or $5,520 at 6%.
S. Stein & Company Employees Savings Trust-80$77,076$52,994$662iApproximate average salary by contribution assumption: employee only about $16,561 at 4% or $11,040 at 6%; with 50% employer match about $11,040 at 4% or $7,360 at 6%; with 100% employer match about $8,280 at 4% or $5,520 at 6%.
1999160$34,517$34,221$570iApproximate average salary by contribution assumption: employee only about $14,259 at 4% or $9,506 at 6%; with 50% employer match about $9,506 at 4% or $6,337 at 6%; with 100% employer match about $7,129 at 4% or $4,753 at 6%.
S. Stein & Company Employees Savings Trust-60$34,517$34,221$570iApproximate average salary by contribution assumption: employee only about $14,259 at 4% or $9,506 at 6%; with 50% employer match about $9,506 at 4% or $6,337 at 6%; with 100% employer match about $7,129 at 4% or $4,753 at 6%.