Civic Intelligence

Wolin and Rosen Ltd.

Plan context: Wolin and Rosen Ltd. 401K Plan

EIN 36-2766803 • Chicago, IL • 18 filings • 3 plans

55 West Monroe StreetSuite 3600Chicago, IL 60603
Current Snapshot

Latest Year

2017

2017 Participants

6

2017 Assets

$996,343

2017 Contributions

$11,282

Historical Graphs

Total Assets Over Time

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

$1,152,687$576,344$0199920102016YearValue
$996,343Latest year 2016

Participants Over Time

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

35180199920082016YearValue
6Latest year 2016

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
201710$0$11,282-
Wolin and Rosen Ltd. 401K Plan-0$0$11,282-
201616$996,343$39,870$6,645iApproximate average salary by contribution assumption: employee only about $166,125 at 4% or $110,750 at 6%; with 50% employer match about $110,750 at 4% or $73,833 at 6%; with 100% employer match about $83,063 at 4% or $55,375 at 6%.
Wolin and Rosen Ltd. 401K Plan-6$996,343$39,870$6,645iApproximate average salary by contribution assumption: employee only about $166,125 at 4% or $110,750 at 6%; with 50% employer match about $110,750 at 4% or $73,833 at 6%; with 100% employer match about $83,063 at 4% or $55,375 at 6%.
201517$901,686$44,034$6,291iApproximate average salary by contribution assumption: employee only about $157,264 at 4% or $104,843 at 6%; with 50% employer match about $104,843 at 4% or $69,895 at 6%; with 100% employer match about $78,632 at 4% or $52,421 at 6%.
Wolin and Rosen Ltd. 401K Plan-7$901,686$44,034$6,291iApproximate average salary by contribution assumption: employee only about $157,264 at 4% or $104,843 at 6%; with 50% employer match about $104,843 at 4% or $69,895 at 6%; with 100% employer match about $78,632 at 4% or $52,421 at 6%.
201418$1,145,061$48,362$6,045iApproximate average salary by contribution assumption: employee only about $151,131 at 4% or $100,754 at 6%; with 50% employer match about $100,754 at 4% or $67,169 at 6%; with 100% employer match about $75,566 at 4% or $50,377 at 6%.
Wolin and Rosen Ltd. 401K Plan-8$1,145,061$48,362$6,045iApproximate average salary by contribution assumption: employee only about $151,131 at 4% or $100,754 at 6%; with 50% employer match about $100,754 at 4% or $67,169 at 6%; with 100% employer match about $75,566 at 4% or $50,377 at 6%.
2013110$1,152,687$46,940$4,694iApproximate average salary by contribution assumption: employee only about $117,350 at 4% or $78,233 at 6%; with 50% employer match about $78,233 at 4% or $52,156 at 6%; with 100% employer match about $58,675 at 4% or $39,117 at 6%.
Wolin and Rosen Ltd. 401K Plan-10$1,152,687$46,940$4,694iApproximate average salary by contribution assumption: employee only about $117,350 at 4% or $78,233 at 6%; with 50% employer match about $78,233 at 4% or $52,156 at 6%; with 100% employer match about $58,675 at 4% or $39,117 at 6%.
2012111$991,828$47,218$4,293iApproximate average salary by contribution assumption: employee only about $107,314 at 4% or $71,542 at 6%; with 50% employer match about $71,542 at 4% or $47,695 at 6%; with 100% employer match about $53,657 at 4% or $35,771 at 6%.
Wolin and Rosen Ltd. 401K Plan-11$991,828$47,218$4,293iApproximate average salary by contribution assumption: employee only about $107,314 at 4% or $71,542 at 6%; with 50% employer match about $71,542 at 4% or $47,695 at 6%; with 100% employer match about $53,657 at 4% or $35,771 at 6%.
2011112$944,011$51,867$4,322iApproximate average salary by contribution assumption: employee only about $108,056 at 4% or $72,038 at 6%; with 50% employer match about $72,038 at 4% or $48,025 at 6%; with 100% employer match about $54,028 at 4% or $36,019 at 6%.
Wolin and Rosen Ltd. 401K Plan-12$944,011$51,867$4,322iApproximate average salary by contribution assumption: employee only about $108,056 at 4% or $72,038 at 6%; with 50% employer match about $72,038 at 4% or $48,025 at 6%; with 100% employer match about $54,028 at 4% or $36,019 at 6%.
2010113$1,120,505$109,854$8,450iApproximate average salary by contribution assumption: employee only about $211,258 at 4% or $140,838 at 6%; with 50% employer match about $140,838 at 4% or $93,892 at 6%; with 100% employer match about $105,629 at 4% or $70,419 at 6%.
Wolin and Rosen Ltd. 401K Plan-13$1,120,505$109,854$8,450iApproximate average salary by contribution assumption: employee only about $211,258 at 4% or $140,838 at 6%; with 50% employer match about $140,838 at 4% or $93,892 at 6%; with 100% employer match about $105,629 at 4% or $70,419 at 6%.
2009129$987,790$105,182$3,627iApproximate average salary by contribution assumption: employee only about $90,674 at 4% or $60,449 at 6%; with 50% employer match about $60,449 at 4% or $40,300 at 6%; with 100% employer match about $45,337 at 4% or $30,225 at 6%.
Wolin and Rosen Ltd. 401K Plan-29$987,790$105,182$3,627iApproximate average salary by contribution assumption: employee only about $90,674 at 4% or $60,449 at 6%; with 50% employer match about $60,449 at 4% or $40,300 at 6%; with 100% employer match about $45,337 at 4% or $30,225 at 6%.
2008127$744,915$151,108$5,597iApproximate average salary by contribution assumption: employee only about $139,915 at 4% or $93,277 at 6%; with 50% employer match about $93,277 at 4% or $62,184 at 6%; with 100% employer match about $69,957 at 4% or $46,638 at 6%.
Wolin and Rosen Ltd. 401K Plan-27$744,915$151,108$5,597iApproximate average salary by contribution assumption: employee only about $139,915 at 4% or $93,277 at 6%; with 50% employer match about $93,277 at 4% or $62,184 at 6%; with 100% employer match about $69,957 at 4% or $46,638 at 6%.
2007127$826,201$153,311$5,678iApproximate average salary by contribution assumption: employee only about $141,955 at 4% or $94,636 at 6%; with 50% employer match about $94,636 at 4% or $63,091 at 6%; with 100% employer match about $70,977 at 4% or $47,318 at 6%.
Wolin and Rosen Ltd. 401K Plan-27$826,201$153,311$5,678iApproximate average salary by contribution assumption: employee only about $141,955 at 4% or $94,636 at 6%; with 50% employer match about $94,636 at 4% or $63,091 at 6%; with 100% employer match about $70,977 at 4% or $47,318 at 6%.
2006132$0$0-
Wolin and Rosen Ltd. 401K Plan-32---
2005135$0$0-
Wolin and Rosen Ltd. 401K Plan-35---
2004120$422,975$80,499$4,025iApproximate average salary by contribution assumption: employee only about $100,624 at 4% or $67,083 at 6%; with 50% employer match about $67,083 at 4% or $44,722 at 6%; with 100% employer match about $50,312 at 4% or $33,541 at 6%.
Wolin and Rosen Ltd. 401K Plan-20$422,975$80,499$4,025iApproximate average salary by contribution assumption: employee only about $100,624 at 4% or $67,083 at 6%; with 50% employer match about $67,083 at 4% or $44,722 at 6%; with 100% employer match about $50,312 at 4% or $33,541 at 6%.
2003119$0$0-
Wolin and Rosen Ltd. 401K Plan-19---
2002118$335,180$72,359$4,020iApproximate average salary by contribution assumption: employee only about $100,499 at 4% or $66,999 at 6%; with 50% employer match about $66,999 at 4% or $44,666 at 6%; with 100% employer match about $50,249 at 4% or $33,500 at 6%.
Wolin and Rosen Ltd. 401K Plan-18$335,180$72,359$4,020iApproximate average salary by contribution assumption: employee only about $100,499 at 4% or $66,999 at 6%; with 50% employer match about $66,999 at 4% or $44,666 at 6%; with 100% employer match about $50,249 at 4% or $33,500 at 6%.
2001118$0$0-
Wolin and Rosen Ltd. 401K Plan-18---
1999119$458,165$397,366$20,914iApproximate average salary by contribution assumption: employee only about $522,850 at 4% or $348,567 at 6%; with 50% employer match about $348,567 at 4% or $232,378 at 6%; with 100% employer match about $261,425 at 4% or $174,283 at 6%.
Wolin and Rosen Ltd. 401K Plan-19$458,165$397,366$20,914iApproximate average salary by contribution assumption: employee only about $522,850 at 4% or $348,567 at 6%; with 50% employer match about $348,567 at 4% or $232,378 at 6%; with 100% employer match about $261,425 at 4% or $174,283 at 6%.
Wolin and Rosen Ltd. | EIN 36-2766803 | 2017 Form 5500 Company Profile