Jensen & Halstead Ltd.
Plan context: Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan
EIN 36-2594895 • Chicago, IL • 32 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$5,157,735
2024 Contributions
$262,506
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 20 | $5,157,735 | $262,506 | $13,125iApproximate average salary by contribution assumption: employee only about $328,133 at 4% or $218,755 at 6%; with 50% employer match about $218,755 at 4% or $145,837 at 6%; with 100% employer match about $164,066 at 4% or $109,378 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 20 | $5,157,735 | $262,506 | $13,125iApproximate average salary by contribution assumption: employee only about $328,133 at 4% or $218,755 at 6%; with 50% employer match about $218,755 at 4% or $145,837 at 6%; with 100% employer match about $164,066 at 4% or $109,378 at 6%. |
| 2023 | 1 | 20 | $4,721,365 | $272,033 | $13,602iApproximate average salary by contribution assumption: employee only about $340,041 at 4% or $226,694 at 6%; with 50% employer match about $226,694 at 4% or $151,129 at 6%; with 100% employer match about $170,021 at 4% or $113,347 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 20 | $4,721,365 | $272,033 | $13,602iApproximate average salary by contribution assumption: employee only about $340,041 at 4% or $226,694 at 6%; with 50% employer match about $226,694 at 4% or $151,129 at 6%; with 100% employer match about $170,021 at 4% or $113,347 at 6%. |
| 2022 | 1 | 19 | $3,679,993 | $245,413 | $12,916iApproximate average salary by contribution assumption: employee only about $322,912 at 4% or $215,275 at 6%; with 50% employer match about $215,275 at 4% or $143,516 at 6%; with 100% employer match about $161,456 at 4% or $107,637 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 19 | $3,679,993 | $245,413 | $12,916iApproximate average salary by contribution assumption: employee only about $322,912 at 4% or $215,275 at 6%; with 50% employer match about $215,275 at 4% or $143,516 at 6%; with 100% employer match about $161,456 at 4% or $107,637 at 6%. |
| 2014 | 1 | 17 | $1,794,842 | $118,273 | $6,957iApproximate average salary by contribution assumption: employee only about $173,931 at 4% or $115,954 at 6%; with 50% employer match about $115,954 at 4% or $77,303 at 6%; with 100% employer match about $86,965 at 4% or $57,977 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 17 | $1,794,842 | $118,273 | $6,957iApproximate average salary by contribution assumption: employee only about $173,931 at 4% or $115,954 at 6%; with 50% employer match about $115,954 at 4% or $77,303 at 6%; with 100% employer match about $86,965 at 4% or $57,977 at 6%. |
| 2013 | 2 | 18 | $1,607,216 | $155,111 | $8,617iApproximate average salary by contribution assumption: employee only about $215,432 at 4% or $143,621 at 6%; with 50% employer match about $143,621 at 4% or $95,748 at 6%; with 100% employer match about $107,716 at 4% or $71,811 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 18 | $1,607,216 | $155,111 | $8,617iApproximate average salary by contribution assumption: employee only about $215,432 at 4% or $143,621 at 6%; with 50% employer match about $143,621 at 4% or $95,748 at 6%; with 100% employer match about $107,716 at 4% or $71,811 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 0 | - | - | - |
| 2012 | 2 | 18 | $1,477,605 | $155,264 | $8,626iApproximate average salary by contribution assumption: employee only about $215,644 at 4% or $143,763 at 6%; with 50% employer match about $143,763 at 4% or $95,842 at 6%; with 100% employer match about $107,822 at 4% or $71,881 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 18 | $1,335,432 | $155,264 | $8,626iApproximate average salary by contribution assumption: employee only about $215,644 at 4% or $143,763 at 6%; with 50% employer match about $143,763 at 4% or $95,842 at 6%; with 100% employer match about $107,822 at 4% or $71,881 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 12 | $142,173 | - | - |
| 2011 | 2 | 17 | $1,473,967 | $145,029 | $8,531iApproximate average salary by contribution assumption: employee only about $213,278 at 4% or $142,185 at 6%; with 50% employer match about $142,185 at 4% or $94,790 at 6%; with 100% employer match about $106,639 at 4% or $71,093 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 17 | $1,140,441 | $145,029 | $8,531iApproximate average salary by contribution assumption: employee only about $213,278 at 4% or $142,185 at 6%; with 50% employer match about $142,185 at 4% or $94,790 at 6%; with 100% employer match about $106,639 at 4% or $71,093 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 12 | $333,526 | - | - |
| 2010 | 2 | 15 | $1,337,163 | $105,557 | $7,037iApproximate average salary by contribution assumption: employee only about $175,928 at 4% or $117,286 at 6%; with 50% employer match about $117,286 at 4% or $78,190 at 6%; with 100% employer match about $87,964 at 4% or $58,643 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 15 | $1,001,826 | $105,557 | $7,037iApproximate average salary by contribution assumption: employee only about $175,928 at 4% or $117,286 at 6%; with 50% employer match about $117,286 at 4% or $78,190 at 6%; with 100% employer match about $87,964 at 4% or $58,643 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 13 | $335,337 | - | - |
| 2009 | 2 | 14 | $948,582 | $107,498 | $7,678iApproximate average salary by contribution assumption: employee only about $191,961 at 4% or $127,974 at 6%; with 50% employer match about $127,974 at 4% or $85,316 at 6%; with 100% employer match about $95,980 at 4% or $63,987 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 14 | $757,262 | $107,486 | $7,678iApproximate average salary by contribution assumption: employee only about $191,939 at 4% or $127,960 at 6%; with 50% employer match about $127,960 at 4% or $85,306 at 6%; with 100% employer match about $95,970 at 4% or $63,980 at 6%. |
| Jensen & Halstead, Limited Employee Stock Ownership Trust | - | 13 | $191,320 | $12 | $1iApproximate average salary by contribution assumption: employee only about $23 at 4% or $15 at 6%; with 50% employer match about $15 at 4% or $10 at 6%; with 100% employer match about $12 at 4% or $8 at 6%. |
| 2008 | 2 | 16 | $831,154 | $120,159 | $7,510iApproximate average salary by contribution assumption: employee only about $187,748 at 4% or $125,166 at 6%; with 50% employer match about $125,166 at 4% or $83,444 at 6%; with 100% employer match about $93,874 at 4% or $62,583 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 16 | $580,161 | $90,737 | $5,671iApproximate average salary by contribution assumption: employee only about $141,777 at 4% or $94,518 at 6%; with 50% employer match about $94,518 at 4% or $63,012 at 6%; with 100% employer match about $70,888 at 4% or $47,259 at 6%. |
| Jensen & Halstead, Limited Employee Stock Ownership Trust | - | 10 | $250,993 | $29,422 | $2,942iApproximate average salary by contribution assumption: employee only about $73,555 at 4% or $49,037 at 6%; with 50% employer match about $49,037 at 4% or $32,691 at 6%; with 100% employer match about $36,778 at 4% or $24,518 at 6%. |
| 2007 | 3 | 15 | $0 | $0 | - |
| Jensen & Halstead, Limited Employee Stock Ownership Trust | - | 9 | - | - | - |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 15 | - | - | - |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 15 | - | - | - |
| 2006 | 1 | 13 | $255,332 | $0 | - |
| Jensen & Halstead, Limited Employee Stock Ownership Trust | - | 13 | $255,332 | - | - |
| 2005 | 1 | 14 | $509,293 | $121,808 | $8,701iApproximate average salary by contribution assumption: employee only about $217,514 at 4% or $145,010 at 6%; with 50% employer match about $145,010 at 4% or $96,673 at 6%; with 100% employer match about $108,757 at 4% or $72,505 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 14 | $509,293 | $121,808 | $8,701iApproximate average salary by contribution assumption: employee only about $217,514 at 4% or $145,010 at 6%; with 50% employer match about $145,010 at 4% or $96,673 at 6%; with 100% employer match about $108,757 at 4% or $72,505 at 6%. |
| 2004 | 2 | 14 | $709,287 | $90,070 | $6,434iApproximate average salary by contribution assumption: employee only about $160,839 at 4% or $107,226 at 6%; with 50% employer match about $107,226 at 4% or $71,484 at 6%; with 100% employer match about $80,420 at 4% or $53,613 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 14 | $519,129 | $90,070 | $6,434iApproximate average salary by contribution assumption: employee only about $160,839 at 4% or $107,226 at 6%; with 50% employer match about $107,226 at 4% or $71,484 at 6%; with 100% employer match about $80,420 at 4% or $53,613 at 6%. |
| Jensen & Halstead, Limited Employee Stock Ownership Trust | - | 8 | $190,158 | - | - |
| 2003 | 1 | 8 | $1,113,673 | $90,430 | $11,304iApproximate average salary by contribution assumption: employee only about $282,594 at 4% or $188,396 at 6%; with 50% employer match about $188,396 at 4% or $125,597 at 6%; with 100% employer match about $141,297 at 4% or $94,198 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 8 | $1,113,673 | $90,430 | $11,304iApproximate average salary by contribution assumption: employee only about $282,594 at 4% or $188,396 at 6%; with 50% employer match about $188,396 at 4% or $125,597 at 6%; with 100% employer match about $141,297 at 4% or $94,198 at 6%. |
| 2002 | 2 | 10 | $1,381,784 | $187,405 | $18,741iApproximate average salary by contribution assumption: employee only about $468,513 at 4% or $312,342 at 6%; with 50% employer match about $312,342 at 4% or $208,228 at 6%; with 100% employer match about $234,256 at 4% or $156,171 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 10 | $986,395 | $74,512 | $7,451iApproximate average salary by contribution assumption: employee only about $186,280 at 4% or $124,187 at 6%; with 50% employer match about $124,187 at 4% or $82,791 at 6%; with 100% employer match about $93,140 at 4% or $62,093 at 6%. |
| Jensen & Halstead, Limited Employee Stock Ownership Trust | - | 10 | $395,389 | $112,893 | $11,289iApproximate average salary by contribution assumption: employee only about $282,233 at 4% or $188,155 at 6%; with 50% employer match about $188,155 at 4% or $125,437 at 6%; with 100% employer match about $141,116 at 4% or $94,078 at 6%. |
| 2001 | 2 | 10 | $977,250 | $68,012 | $6,801iApproximate average salary by contribution assumption: employee only about $170,030 at 4% or $113,353 at 6%; with 50% employer match about $113,353 at 4% or $75,569 at 6%; with 100% employer match about $85,015 at 4% or $56,677 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 10 | $977,250 | $68,012 | $6,801iApproximate average salary by contribution assumption: employee only about $170,030 at 4% or $113,353 at 6%; with 50% employer match about $113,353 at 4% or $75,569 at 6%; with 100% employer match about $85,015 at 4% or $56,677 at 6%. |
| Jensen & Halstead, Limited Employee Stock Ownership Trust | - | 10 | - | - | - |
| 2000 | 2 | 10 | $923,353 | $75,929 | $7,593iApproximate average salary by contribution assumption: employee only about $189,823 at 4% or $126,548 at 6%; with 50% employer match about $126,548 at 4% or $84,366 at 6%; with 100% employer match about $94,911 at 4% or $63,274 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 10 | $923,353 | $75,929 | $7,593iApproximate average salary by contribution assumption: employee only about $189,823 at 4% or $126,548 at 6%; with 50% employer match about $126,548 at 4% or $84,366 at 6%; with 100% employer match about $94,911 at 4% or $63,274 at 6%. |
| Jensen & Halstead, Limited Employee Stock Ownership Trust | - | 9 | - | - | - |
| 1999 | 2 | 9 | $1,058,935 | $40,896 | $4,544iApproximate average salary by contribution assumption: employee only about $113,600 at 4% or $75,733 at 6%; with 50% employer match about $75,733 at 4% or $50,489 at 6%; with 100% employer match about $56,800 at 4% or $37,867 at 6%. |
| Jensen & Halstead, Limited Employee'S Profit Sharing and Savings Plan | - | 9 | $913,263 | $35,360 | $3,929iApproximate average salary by contribution assumption: employee only about $98,222 at 4% or $65,481 at 6%; with 50% employer match about $65,481 at 4% or $43,654 at 6%; with 100% employer match about $49,111 at 4% or $32,741 at 6%. |
| Jensen & Halstead, Limited Employee Stock Ownership Trust | - | 9 | $145,672 | $5,536 | $615iApproximate average salary by contribution assumption: employee only about $15,378 at 4% or $10,252 at 6%; with 50% employer match about $10,252 at 4% or $6,835 at 6%; with 100% employer match about $7,689 at 4% or $5,126 at 6%. |