Congdon and Company Ltd
Plan context: CONGDON & COMPANY FUNERAL DIRECTORS, LTD 401K
EIN 36-2792743 • Zion, IL • 26 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$1,165,953
2024 Contributions
$29,927
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 | 12 | $1,165,953 | $29,927 | $2,494iApproximate average salary by contribution assumption: employee only about $62,348 at 4% or $41,565 at 6%; with 50% employer match about $41,565 at 4% or $27,710 at 6%; with 100% employer match about $31,174 at 4% or $20,783 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD 401K | - | 12 | $1,165,953 | $29,927 | $2,494iApproximate average salary by contribution assumption: employee only about $62,348 at 4% or $41,565 at 6%; with 50% employer match about $41,565 at 4% or $27,710 at 6%; with 100% employer match about $31,174 at 4% or $20,783 at 6%. |
| 2023 | 1 | 12 | $1,156,217 | $30,574 | $2,548iApproximate average salary by contribution assumption: employee only about $63,696 at 4% or $42,464 at 6%; with 50% employer match about $42,464 at 4% or $28,309 at 6%; with 100% employer match about $31,848 at 4% or $21,232 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD 401K | - | 12 | $1,156,217 | $30,574 | $2,548iApproximate average salary by contribution assumption: employee only about $63,696 at 4% or $42,464 at 6%; with 50% employer match about $42,464 at 4% or $28,309 at 6%; with 100% employer match about $31,848 at 4% or $21,232 at 6%. |
| 2022 | 1 | 12 | $990,993 | $46,228 | $3,852iApproximate average salary by contribution assumption: employee only about $96,308 at 4% or $64,206 at 6%; with 50% employer match about $64,206 at 4% or $42,804 at 6%; with 100% employer match about $48,154 at 4% or $32,103 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD 401K | - | 12 | $990,993 | $46,228 | $3,852iApproximate average salary by contribution assumption: employee only about $96,308 at 4% or $64,206 at 6%; with 50% employer match about $64,206 at 4% or $42,804 at 6%; with 100% employer match about $48,154 at 4% or $32,103 at 6%. |
| 2021 | 1 | 9 | $1,025,177 | $35,306 | $3,923iApproximate average salary by contribution assumption: employee only about $98,072 at 4% or $65,381 at 6%; with 50% employer match about $65,381 at 4% or $43,588 at 6%; with 100% employer match about $49,036 at 4% or $32,691 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD 401K | - | 9 | $1,025,177 | $35,306 | $3,923iApproximate average salary by contribution assumption: employee only about $98,072 at 4% or $65,381 at 6%; with 50% employer match about $65,381 at 4% or $43,588 at 6%; with 100% employer match about $49,036 at 4% or $32,691 at 6%. |
| 2020 | 1 | 7 | $1,011,445 | $28,791 | $4,113iApproximate average salary by contribution assumption: employee only about $102,825 at 4% or $68,550 at 6%; with 50% employer match about $68,550 at 4% or $45,700 at 6%; with 100% employer match about $51,413 at 4% or $34,275 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 7 | $1,011,445 | $28,791 | $4,113iApproximate average salary by contribution assumption: employee only about $102,825 at 4% or $68,550 at 6%; with 50% employer match about $68,550 at 4% or $45,700 at 6%; with 100% employer match about $51,413 at 4% or $34,275 at 6%. |
| 2019 | 1 | 7 | $798,801 | $25,592 | $3,656iApproximate average salary by contribution assumption: employee only about $91,400 at 4% or $60,933 at 6%; with 50% employer match about $60,933 at 4% or $40,622 at 6%; with 100% employer match about $45,700 at 4% or $30,467 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 7 | $798,801 | $25,592 | $3,656iApproximate average salary by contribution assumption: employee only about $91,400 at 4% or $60,933 at 6%; with 50% employer match about $60,933 at 4% or $40,622 at 6%; with 100% employer match about $45,700 at 4% or $30,467 at 6%. |
| 2018 | 1 | 7 | $877,459 | $28,094 | $4,013iApproximate average salary by contribution assumption: employee only about $100,336 at 4% or $66,890 at 6%; with 50% employer match about $66,890 at 4% or $44,594 at 6%; with 100% employer match about $50,168 at 4% or $33,445 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 7 | $877,459 | $28,094 | $4,013iApproximate average salary by contribution assumption: employee only about $100,336 at 4% or $66,890 at 6%; with 50% employer match about $66,890 at 4% or $44,594 at 6%; with 100% employer match about $50,168 at 4% or $33,445 at 6%. |
| 2017 | 1 | 6 | $846,814 | $30,611 | $5,102iApproximate average salary by contribution assumption: employee only about $127,546 at 4% or $85,031 at 6%; with 50% employer match about $85,031 at 4% or $56,687 at 6%; with 100% employer match about $63,773 at 4% or $42,515 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 6 | $846,814 | $30,611 | $5,102iApproximate average salary by contribution assumption: employee only about $127,546 at 4% or $85,031 at 6%; with 50% employer match about $85,031 at 4% or $56,687 at 6%; with 100% employer match about $63,773 at 4% or $42,515 at 6%. |
| 2016 | 1 | 5 | $842,496 | $43,657 | $8,731iApproximate average salary by contribution assumption: employee only about $218,285 at 4% or $145,523 at 6%; with 50% employer match about $145,523 at 4% or $97,016 at 6%; with 100% employer match about $109,143 at 4% or $72,762 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 5 | $842,496 | $43,657 | $8,731iApproximate average salary by contribution assumption: employee only about $218,285 at 4% or $145,523 at 6%; with 50% employer match about $145,523 at 4% or $97,016 at 6%; with 100% employer match about $109,143 at 4% or $72,762 at 6%. |
| 2015 | 1 | 5 | $738,368 | $36,535 | $7,307iApproximate average salary by contribution assumption: employee only about $182,675 at 4% or $121,783 at 6%; with 50% employer match about $121,783 at 4% or $81,189 at 6%; with 100% employer match about $91,338 at 4% or $60,892 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 5 | $738,368 | $36,535 | $7,307iApproximate average salary by contribution assumption: employee only about $182,675 at 4% or $121,783 at 6%; with 50% employer match about $121,783 at 4% or $81,189 at 6%; with 100% employer match about $91,338 at 4% or $60,892 at 6%. |
| 2014 | 1 | 6 | $857,884 | $42,449 | $7,075iApproximate average salary by contribution assumption: employee only about $176,871 at 4% or $117,914 at 6%; with 50% employer match about $117,914 at 4% or $78,609 at 6%; with 100% employer match about $88,435 at 4% or $58,957 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 6 | $857,884 | $42,449 | $7,075iApproximate average salary by contribution assumption: employee only about $176,871 at 4% or $117,914 at 6%; with 50% employer match about $117,914 at 4% or $78,609 at 6%; with 100% employer match about $88,435 at 4% or $58,957 at 6%. |
| 2013 | 1 | 6 | $810,384 | $36,958 | $6,160iApproximate average salary by contribution assumption: employee only about $153,992 at 4% or $102,661 at 6%; with 50% employer match about $102,661 at 4% or $68,441 at 6%; with 100% employer match about $76,996 at 4% or $51,331 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 6 | $810,384 | $36,958 | $6,160iApproximate average salary by contribution assumption: employee only about $153,992 at 4% or $102,661 at 6%; with 50% employer match about $102,661 at 4% or $68,441 at 6%; with 100% employer match about $76,996 at 4% or $51,331 at 6%. |
| 2012 | 1 | 6 | $710,961 | $37,292 | $6,215iApproximate average salary by contribution assumption: employee only about $155,383 at 4% or $103,589 at 6%; with 50% employer match about $103,589 at 4% or $69,059 at 6%; with 100% employer match about $77,692 at 4% or $51,794 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 6 | $710,961 | $37,292 | $6,215iApproximate average salary by contribution assumption: employee only about $155,383 at 4% or $103,589 at 6%; with 50% employer match about $103,589 at 4% or $69,059 at 6%; with 100% employer match about $77,692 at 4% or $51,794 at 6%. |
| 2011 | 1 | 6 | $628,700 | $27,024 | $4,504iApproximate average salary by contribution assumption: employee only about $112,600 at 4% or $75,067 at 6%; with 50% employer match about $75,067 at 4% or $50,044 at 6%; with 100% employer match about $56,300 at 4% or $37,533 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 6 | $628,700 | $27,024 | $4,504iApproximate average salary by contribution assumption: employee only about $112,600 at 4% or $75,067 at 6%; with 50% employer match about $75,067 at 4% or $50,044 at 6%; with 100% employer match about $56,300 at 4% or $37,533 at 6%. |
| 2010 | 2 | 5 | $1,208,932 | $45,432 | $9,086iApproximate average salary by contribution assumption: employee only about $227,160 at 4% or $151,440 at 6%; with 50% employer match about $151,440 at 4% or $100,960 at 6%; with 100% employer match about $113,580 at 4% or $75,720 at 6%. |
| Congdon and Company Funeral Directors Ltd Money Purchase Pension Plan | - | 5 | $604,466 | $22,716 | $4,543iApproximate average salary by contribution assumption: employee only about $113,580 at 4% or $75,720 at 6%; with 50% employer match about $75,720 at 4% or $50,480 at 6%; with 100% employer match about $56,790 at 4% or $37,860 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 5 | $604,466 | $22,716 | $4,543iApproximate average salary by contribution assumption: employee only about $113,580 at 4% or $75,720 at 6%; with 50% employer match about $75,720 at 4% or $50,480 at 6%; with 100% employer match about $56,790 at 4% or $37,860 at 6%. |
| 2009 | 1 | 6 | $548,107 | $30,839 | $5,140iApproximate average salary by contribution assumption: employee only about $128,496 at 4% or $85,664 at 6%; with 50% employer match about $85,664 at 4% or $57,109 at 6%; with 100% employer match about $64,248 at 4% or $42,832 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401(K) PROFIT SHARING PLAN | - | 6 | $548,107 | $30,839 | $5,140iApproximate average salary by contribution assumption: employee only about $128,496 at 4% or $85,664 at 6%; with 50% employer match about $85,664 at 4% or $57,109 at 6%; with 100% employer match about $64,248 at 4% or $42,832 at 6%. |
| 2008 | 1 | 6 | $398,856 | $22,731 | $3,789iApproximate average salary by contribution assumption: employee only about $94,713 at 4% or $63,142 at 6%; with 50% employer match about $63,142 at 4% or $42,094 at 6%; with 100% employer match about $47,356 at 4% or $31,571 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401K PROFIT SHARING PLAN | - | 6 | $398,856 | $22,731 | $3,789iApproximate average salary by contribution assumption: employee only about $94,713 at 4% or $63,142 at 6%; with 50% employer match about $63,142 at 4% or $42,094 at 6%; with 100% employer match about $47,356 at 4% or $31,571 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401K PROFIT SHARING PLAN | - | 6 | - | - | - |
| 2006 | 1 | 6 | $476,275 | $438,428 | $73,071iApproximate average salary by contribution assumption: employee only about $1,826,783 at 4% or $1,217,856 at 6%; with 50% employer match about $1,217,856 at 4% or $811,904 at 6%; with 100% employer match about $913,392 at 4% or $608,928 at 6%. |
| CONGDON & COMPANY FUNERAL DIRECTORS, LTD. 401K PROFIT SHARING PLAN | - | 6 | $476,275 | $438,428 | $73,071iApproximate average salary by contribution assumption: employee only about $1,826,783 at 4% or $1,217,856 at 6%; with 50% employer match about $1,217,856 at 4% or $811,904 at 6%; with 100% employer match about $913,392 at 4% or $608,928 at 6%. |
| 2004 | 1 | 8 | $504,434 | $32,672 | $4,084iApproximate average salary by contribution assumption: employee only about $102,100 at 4% or $68,067 at 6%; with 50% employer match about $68,067 at 4% or $45,378 at 6%; with 100% employer match about $51,050 at 4% or $34,033 at 6%. |
| Congdon and Company Funeral Directors Ltd Money Purchase Pension Plan | - | 8 | $504,434 | $32,672 | $4,084iApproximate average salary by contribution assumption: employee only about $102,100 at 4% or $68,067 at 6%; with 50% employer match about $68,067 at 4% or $45,378 at 6%; with 100% employer match about $51,050 at 4% or $34,033 at 6%. |
| 2003 | 1 | 6 | $0 | $0 | - |
| Congdon and Company Funeral Directors Ltd Money Purchase Pension Plan | - | 6 | - | - | - |
| 2002 | 1 | 5 | $0 | $0 | - |
| Congdon and Company Funeral Directors Ltd Money Purchase Pension Plan | - | 5 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Congdon and Company Funeral Directors Ltd Money Purchase Pension Plan | - | 6 | - | - | - |
| 2000 | 1 | 6 | $0 | $0 | - |
| Congdon and Company Funeral Directors Ltd Money Purchase Pension Plan | - | 6 | - | - | - |
| 1999 | 1 | 6 | $884,759 | $32,743 | $5,457iApproximate average salary by contribution assumption: employee only about $136,429 at 4% or $90,953 at 6%; with 50% employer match about $90,953 at 4% or $60,635 at 6%; with 100% employer match about $68,215 at 4% or $45,476 at 6%. |
| Congdon and Company Funeral Directors Ltd Money Purchase Pension Plan | - | 6 | $884,759 | $32,743 | $5,457iApproximate average salary by contribution assumption: employee only about $136,429 at 4% or $90,953 at 6%; with 50% employer match about $90,953 at 4% or $60,635 at 6%; with 100% employer match about $68,215 at 4% or $45,476 at 6%. |