Civic Intelligence

Stephen M Wendt & Assoc.

Plan context: Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust

EIN 36-2757357 • Burr Ridge, IL • 20 filings • 5 plans

16w345 83rd Street Suite CBurr Ridge, IL 60527-7981
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$527,034

2018 Contributions

$2,311

Historical Graphs

Total Assets Over Time

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

$1,213,233$606,617$0199920082017YearValue
$527,034Latest year 2017

Participants Over Time

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

840199920082017YearValue
4Latest year 2017

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
201810$0$2,311-
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-0$0$2,311-
201714$527,034$5,302$1,326iApproximate average salary by contribution assumption: employee only about $33,138 at 4% or $22,092 at 6%; with 50% employer match about $22,092 at 4% or $14,728 at 6%; with 100% employer match about $16,569 at 4% or $11,046 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-4$527,034$5,302$1,326iApproximate average salary by contribution assumption: employee only about $33,138 at 4% or $22,092 at 6%; with 50% employer match about $22,092 at 4% or $14,728 at 6%; with 100% employer match about $16,569 at 4% or $11,046 at 6%.
201616$511,815$7,859$1,310iApproximate average salary by contribution assumption: employee only about $32,746 at 4% or $21,831 at 6%; with 50% employer match about $21,831 at 4% or $14,554 at 6%; with 100% employer match about $16,373 at 4% or $10,915 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-6$511,815$7,859$1,310iApproximate average salary by contribution assumption: employee only about $32,746 at 4% or $21,831 at 6%; with 50% employer match about $21,831 at 4% or $14,554 at 6%; with 100% employer match about $16,373 at 4% or $10,915 at 6%.
201518$882,071$26,541$3,318iApproximate average salary by contribution assumption: employee only about $82,941 at 4% or $55,294 at 6%; with 50% employer match about $55,294 at 4% or $36,863 at 6%; with 100% employer match about $41,470 at 4% or $27,647 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-8$882,071$26,541$3,318iApproximate average salary by contribution assumption: employee only about $82,941 at 4% or $55,294 at 6%; with 50% employer match about $55,294 at 4% or $36,863 at 6%; with 100% employer match about $41,470 at 4% or $27,647 at 6%.
201418$994,647$27,246$3,406iApproximate average salary by contribution assumption: employee only about $85,144 at 4% or $56,763 at 6%; with 50% employer match about $56,763 at 4% or $37,842 at 6%; with 100% employer match about $42,572 at 4% or $28,381 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-8$994,647$27,246$3,406iApproximate average salary by contribution assumption: employee only about $85,144 at 4% or $56,763 at 6%; with 50% employer match about $56,763 at 4% or $37,842 at 6%; with 100% employer match about $42,572 at 4% or $28,381 at 6%.
201318$1,002,950$26,366$3,296iApproximate average salary by contribution assumption: employee only about $82,394 at 4% or $54,929 at 6%; with 50% employer match about $54,929 at 4% or $36,619 at 6%; with 100% employer match about $41,197 at 4% or $27,465 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-8$1,002,950$26,366$3,296iApproximate average salary by contribution assumption: employee only about $82,394 at 4% or $54,929 at 6%; with 50% employer match about $54,929 at 4% or $36,619 at 6%; with 100% employer match about $41,197 at 4% or $27,465 at 6%.
201218$924,454$25,176$3,147iApproximate average salary by contribution assumption: employee only about $78,675 at 4% or $52,450 at 6%; with 50% employer match about $52,450 at 4% or $34,967 at 6%; with 100% employer match about $39,338 at 4% or $26,225 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-8$924,454$25,176$3,147iApproximate average salary by contribution assumption: employee only about $78,675 at 4% or $52,450 at 6%; with 50% employer match about $52,450 at 4% or $34,967 at 6%; with 100% employer match about $39,338 at 4% or $26,225 at 6%.
201118$999,446$23,295$2,912iApproximate average salary by contribution assumption: employee only about $72,797 at 4% or $48,531 at 6%; with 50% employer match about $48,531 at 4% or $32,354 at 6%; with 100% employer match about $36,398 at 4% or $24,266 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-8$999,446$23,295$2,912iApproximate average salary by contribution assumption: employee only about $72,797 at 4% or $48,531 at 6%; with 50% employer match about $48,531 at 4% or $32,354 at 6%; with 100% employer match about $36,398 at 4% or $24,266 at 6%.
201018$986,780$22,254$2,782iApproximate average salary by contribution assumption: employee only about $69,544 at 4% or $46,363 at 6%; with 50% employer match about $46,363 at 4% or $30,908 at 6%; with 100% employer match about $34,772 at 4% or $23,181 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-8$986,780$22,254$2,782iApproximate average salary by contribution assumption: employee only about $69,544 at 4% or $46,363 at 6%; with 50% employer match about $46,363 at 4% or $30,908 at 6%; with 100% employer match about $34,772 at 4% or $23,181 at 6%.
200918$912,529$39,585$4,948iApproximate average salary by contribution assumption: employee only about $123,703 at 4% or $82,469 at 6%; with 50% employer match about $82,469 at 4% or $54,979 at 6%; with 100% employer match about $61,852 at 4% or $41,234 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-8$912,529$39,585$4,948iApproximate average salary by contribution assumption: employee only about $123,703 at 4% or $82,469 at 6%; with 50% employer match about $82,469 at 4% or $54,979 at 6%; with 100% employer match about $61,852 at 4% or $41,234 at 6%.
200817$941,538$61,911$8,844iApproximate average salary by contribution assumption: employee only about $221,111 at 4% or $147,407 at 6%; with 50% employer match about $147,407 at 4% or $98,271 at 6%; with 100% employer match about $110,555 at 4% or $73,704 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-7$941,538$61,911$8,844iApproximate average salary by contribution assumption: employee only about $221,111 at 4% or $147,407 at 6%; with 50% employer match about $147,407 at 4% or $98,271 at 6%; with 100% employer match about $110,555 at 4% or $73,704 at 6%.
200717$1,213,233$60,379$8,626iApproximate average salary by contribution assumption: employee only about $215,639 at 4% or $143,760 at 6%; with 50% employer match about $143,760 at 4% or $95,840 at 6%; with 100% employer match about $107,820 at 4% or $71,880 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-7$1,213,233$60,379$8,626iApproximate average salary by contribution assumption: employee only about $215,639 at 4% or $143,760 at 6%; with 50% employer match about $143,760 at 4% or $95,840 at 6%; with 100% employer match about $107,820 at 4% or $71,880 at 6%.
200616$1,071,629$69,988$11,665iApproximate average salary by contribution assumption: employee only about $291,617 at 4% or $194,411 at 6%; with 50% employer match about $194,411 at 4% or $129,607 at 6%; with 100% employer match about $145,808 at 4% or $97,206 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-6$1,071,629$69,988$11,665iApproximate average salary by contribution assumption: employee only about $291,617 at 4% or $194,411 at 6%; with 50% employer match about $194,411 at 4% or $129,607 at 6%; with 100% employer match about $145,808 at 4% or $97,206 at 6%.
200516$933,982$75,745$12,624iApproximate average salary by contribution assumption: employee only about $315,604 at 4% or $210,403 at 6%; with 50% employer match about $210,403 at 4% or $140,269 at 6%; with 100% employer match about $157,802 at 4% or $105,201 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-6$933,982$75,745$12,624iApproximate average salary by contribution assumption: employee only about $315,604 at 4% or $210,403 at 6%; with 50% employer match about $210,403 at 4% or $140,269 at 6%; with 100% employer match about $157,802 at 4% or $105,201 at 6%.
200417$780,651$252,365$36,052iApproximate average salary by contribution assumption: employee only about $901,304 at 4% or $600,869 at 6%; with 50% employer match about $600,869 at 4% or $400,579 at 6%; with 100% employer match about $450,652 at 4% or $300,435 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-7$780,651$252,365$36,052iApproximate average salary by contribution assumption: employee only about $901,304 at 4% or $600,869 at 6%; with 50% employer match about $600,869 at 4% or $400,579 at 6%; with 100% employer match about $450,652 at 4% or $300,435 at 6%.
200316$467,827$52,104$8,684iApproximate average salary by contribution assumption: employee only about $217,100 at 4% or $144,733 at 6%; with 50% employer match about $144,733 at 4% or $96,489 at 6%; with 100% employer match about $108,550 at 4% or $72,367 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-6$467,827$52,104$8,684iApproximate average salary by contribution assumption: employee only about $217,100 at 4% or $144,733 at 6%; with 50% employer match about $144,733 at 4% or $96,489 at 6%; with 100% employer match about $108,550 at 4% or $72,367 at 6%.
200216$330,425$93,257$15,543iApproximate average salary by contribution assumption: employee only about $388,571 at 4% or $259,047 at 6%; with 50% employer match about $259,047 at 4% or $172,698 at 6%; with 100% employer match about $194,285 at 4% or $129,524 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-6$330,425$93,257$15,543iApproximate average salary by contribution assumption: employee only about $388,571 at 4% or $259,047 at 6%; with 50% employer match about $259,047 at 4% or $172,698 at 6%; with 100% employer match about $194,285 at 4% or $129,524 at 6%.
200116$303,514$45,846$7,641iApproximate average salary by contribution assumption: employee only about $191,025 at 4% or $127,350 at 6%; with 50% employer match about $127,350 at 4% or $84,900 at 6%; with 100% employer match about $95,513 at 4% or $63,675 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-6$303,514$45,846$7,641iApproximate average salary by contribution assumption: employee only about $191,025 at 4% or $127,350 at 6%; with 50% employer match about $127,350 at 4% or $84,900 at 6%; with 100% employer match about $95,513 at 4% or $63,675 at 6%.
200017$348,178$72,102$10,300iApproximate average salary by contribution assumption: employee only about $257,507 at 4% or $171,671 at 6%; with 50% employer match about $171,671 at 4% or $114,448 at 6%; with 100% employer match about $128,754 at 4% or $85,836 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-7$348,178$72,102$10,300iApproximate average salary by contribution assumption: employee only about $257,507 at 4% or $171,671 at 6%; with 50% employer match about $171,671 at 4% or $114,448 at 6%; with 100% employer match about $128,754 at 4% or $85,836 at 6%.
199916$327,578$37,857$6,310iApproximate average salary by contribution assumption: employee only about $157,738 at 4% or $105,158 at 6%; with 50% employer match about $105,158 at 4% or $70,106 at 6%; with 100% employer match about $78,869 at 4% or $52,579 at 6%.
Stephen M. Wendt & Assoc. 401K Salary Reduction Plan and Trust-6$327,578$37,857$6,310iApproximate average salary by contribution assumption: employee only about $157,738 at 4% or $105,158 at 6%; with 50% employer match about $105,158 at 4% or $70,106 at 6%; with 100% employer match about $78,869 at 4% or $52,579 at 6%.