Civic Intelligence

Malcolm S. Gerald & Associates Inc

Plan context: Malcolm S. Gerald & Associates Inc. 401K Plan Profit Sharing Plan

EIN 36-2928426 • Chicago, IL • 17 filings • 6 plans

332 S. Michigan Ave., Ste. 600Chicago, IL 60604-4318
Current Snapshot

Latest Year

2017

2017 Participants

45

2017 Assets

$1,466,364

2017 Contributions

$60,518

Historical Graphs

Total Assets Over Time

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

$1,466,364$733,182$0199920092017YearValue
$1,466,364Latest year 2017

Participants Over Time

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

87440199920092017YearValue
45Latest 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
2017145$1,466,364$60,518$1,345iApproximate average salary by contribution assumption: employee only about $33,621 at 4% or $22,414 at 6%; with 50% employer match about $22,414 at 4% or $14,943 at 6%; with 100% employer match about $16,811 at 4% or $11,207 at 6%.
Malcolm S. Gerald & Associates Inc. 401K Plan Profit Sharing Plan-45$1,466,364$60,518$1,345iApproximate average salary by contribution assumption: employee only about $33,621 at 4% or $22,414 at 6%; with 50% employer match about $22,414 at 4% or $14,943 at 6%; with 100% employer match about $16,811 at 4% or $11,207 at 6%.
2016149$1,380,566$75,431$1,539iApproximate average salary by contribution assumption: employee only about $38,485 at 4% or $25,657 at 6%; with 50% employer match about $25,657 at 4% or $17,105 at 6%; with 100% employer match about $19,243 at 4% or $12,828 at 6%.
Malcolm S. Gerald & Associates Inc. 401K Plan Profit Sharing Plan-49$1,380,566$75,431$1,539iApproximate average salary by contribution assumption: employee only about $38,485 at 4% or $25,657 at 6%; with 50% employer match about $25,657 at 4% or $17,105 at 6%; with 100% employer match about $19,243 at 4% or $12,828 at 6%.
2015187$1,327,560$94,077$1,081iApproximate average salary by contribution assumption: employee only about $27,034 at 4% or $18,022 at 6%; with 50% employer match about $18,022 at 4% or $12,015 at 6%; with 100% employer match about $13,517 at 4% or $9,011 at 6%.
Malcolm S. Gerald & Associates Inc. 401K Plan Profit Sharing Plan-87$1,327,560$94,077$1,081iApproximate average salary by contribution assumption: employee only about $27,034 at 4% or $18,022 at 6%; with 50% employer match about $18,022 at 4% or $12,015 at 6%; with 100% employer match about $13,517 at 4% or $9,011 at 6%.
2014185$1,264,025$90,057$1,059iApproximate average salary by contribution assumption: employee only about $26,487 at 4% or $17,658 at 6%; with 50% employer match about $17,658 at 4% or $11,772 at 6%; with 100% employer match about $13,244 at 4% or $8,829 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST-85$1,264,025$90,057$1,059iApproximate average salary by contribution assumption: employee only about $26,487 at 4% or $17,658 at 6%; with 50% employer match about $17,658 at 4% or $11,772 at 6%; with 100% employer match about $13,244 at 4% or $8,829 at 6%.
2013179$1,204,161$74,679$945iApproximate average salary by contribution assumption: employee only about $23,633 at 4% or $15,755 at 6%; with 50% employer match about $15,755 at 4% or $10,503 at 6%; with 100% employer match about $11,816 at 4% or $7,878 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST-79$1,204,161$74,679$945iApproximate average salary by contribution assumption: employee only about $23,633 at 4% or $15,755 at 6%; with 50% employer match about $15,755 at 4% or $10,503 at 6%; with 100% employer match about $11,816 at 4% or $7,878 at 6%.
2012162$1,037,105$89,605$1,445iApproximate average salary by contribution assumption: employee only about $36,131 at 4% or $24,087 at 6%; with 50% employer match about $24,087 at 4% or $16,058 at 6%; with 100% employer match about $18,066 at 4% or $12,044 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST-62$1,037,105$89,605$1,445iApproximate average salary by contribution assumption: employee only about $36,131 at 4% or $24,087 at 6%; with 50% employer match about $24,087 at 4% or $16,058 at 6%; with 100% employer match about $18,066 at 4% or $12,044 at 6%.
2011163$912,703$80,061$1,271iApproximate average salary by contribution assumption: employee only about $31,770 at 4% or $21,180 at 6%; with 50% employer match about $21,180 at 4% or $14,120 at 6%; with 100% employer match about $15,885 at 4% or $10,590 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST-63$912,703$80,061$1,271iApproximate average salary by contribution assumption: employee only about $31,770 at 4% or $21,180 at 6%; with 50% employer match about $21,180 at 4% or $14,120 at 6%; with 100% employer match about $15,885 at 4% or $10,590 at 6%.
2010161$837,362$73,785$1,210iApproximate average salary by contribution assumption: employee only about $30,240 at 4% or $20,160 at 6%; with 50% employer match about $20,160 at 4% or $13,440 at 6%; with 100% employer match about $15,120 at 4% or $10,080 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST-61$837,362$73,785$1,210iApproximate average salary by contribution assumption: employee only about $30,240 at 4% or $20,160 at 6%; with 50% employer match about $20,160 at 4% or $13,440 at 6%; with 100% employer match about $15,120 at 4% or $10,080 at 6%.
2009160$712,705$82,063$1,368iApproximate average salary by contribution assumption: employee only about $34,193 at 4% or $22,795 at 6%; with 50% employer match about $22,795 at 4% or $15,197 at 6%; with 100% employer match about $17,096 at 4% or $11,398 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401(K) PLAN-60$712,705$82,063$1,368iApproximate average salary by contribution assumption: employee only about $34,193 at 4% or $22,795 at 6%; with 50% employer match about $22,795 at 4% or $15,197 at 6%; with 100% employer match about $17,096 at 4% or $11,398 at 6%.
2008171$538,799$91,046$1,282iApproximate average salary by contribution assumption: employee only about $32,058 at 4% or $21,372 at 6%; with 50% employer match about $21,372 at 4% or $14,248 at 6%; with 100% employer match about $16,029 at 4% or $10,686 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401K PLAN-71$538,799$91,046$1,282iApproximate average salary by contribution assumption: employee only about $32,058 at 4% or $21,372 at 6%; with 50% employer match about $21,372 at 4% or $14,248 at 6%; with 100% employer match about $16,029 at 4% or $10,686 at 6%.
2007154$575,553$46,939$869iApproximate average salary by contribution assumption: employee only about $21,731 at 4% or $14,487 at 6%; with 50% employer match about $14,487 at 4% or $9,658 at 6%; with 100% employer match about $10,866 at 4% or $7,244 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401K PLAN-54$575,553$46,939$869iApproximate average salary by contribution assumption: employee only about $21,731 at 4% or $14,487 at 6%; with 50% employer match about $14,487 at 4% or $9,658 at 6%; with 100% employer match about $10,866 at 4% or $7,244 at 6%.
2006148$513,275$15,070$314iApproximate average salary by contribution assumption: employee only about $7,849 at 4% or $5,233 at 6%; with 50% employer match about $5,233 at 4% or $3,488 at 6%; with 100% employer match about $3,924 at 4% or $2,616 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401K PLAN-48$513,275$15,070$314iApproximate average salary by contribution assumption: employee only about $7,849 at 4% or $5,233 at 6%; with 50% employer match about $5,233 at 4% or $3,488 at 6%; with 100% employer match about $3,924 at 4% or $2,616 at 6%.
2003153$313,746$69,759$1,316iApproximate average salary by contribution assumption: employee only about $32,905 at 4% or $21,937 at 6%; with 50% employer match about $21,937 at 4% or $14,625 at 6%; with 100% employer match about $16,453 at 4% or $10,968 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401K PLAN-53$313,746$69,759$1,316iApproximate average salary by contribution assumption: employee only about $32,905 at 4% or $21,937 at 6%; with 50% employer match about $21,937 at 4% or $14,625 at 6%; with 100% employer match about $16,453 at 4% or $10,968 at 6%.
2002158$191,165$56,222$969iApproximate average salary by contribution assumption: employee only about $24,234 at 4% or $16,156 at 6%; with 50% employer match about $16,156 at 4% or $10,770 at 6%; with 100% employer match about $12,117 at 4% or $8,078 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401K PLAN-58$191,165$56,222$969iApproximate average salary by contribution assumption: employee only about $24,234 at 4% or $16,156 at 6%; with 50% employer match about $16,156 at 4% or $10,770 at 6%; with 100% employer match about $12,117 at 4% or $8,078 at 6%.
2001165$196,328$57,734$888iApproximate average salary by contribution assumption: employee only about $22,205 at 4% or $14,804 at 6%; with 50% employer match about $14,804 at 4% or $9,869 at 6%; with 100% employer match about $11,103 at 4% or $7,402 at 6%.
MALCOLM S. GERALD & ASSOCIATES, INC. 401K PLAN PROFIT SHARING PLAN-65$196,328$57,734$888iApproximate average salary by contribution assumption: employee only about $22,205 at 4% or $14,804 at 6%; with 50% employer match about $14,804 at 4% or $9,869 at 6%; with 100% employer match about $11,103 at 4% or $7,402 at 6%.
2000143$153,316$67,364$1,567iApproximate average salary by contribution assumption: employee only about $39,165 at 4% or $26,110 at 6%; with 50% employer match about $26,110 at 4% or $17,407 at 6%; with 100% employer match about $19,583 at 4% or $13,055 at 6%.
Malcolm S. Gerald & Associates Inc. 401K Plan Profit Sharing Plan-43$153,316$67,364$1,567iApproximate average salary by contribution assumption: employee only about $39,165 at 4% or $26,110 at 6%; with 50% employer match about $26,110 at 4% or $17,407 at 6%; with 100% employer match about $19,583 at 4% or $13,055 at 6%.
1999154$103,012$95,803$1,774iApproximate average salary by contribution assumption: employee only about $44,353 at 4% or $29,569 at 6%; with 50% employer match about $29,569 at 4% or $19,713 at 6%; with 100% employer match about $22,177 at 4% or $14,784 at 6%.
Malcolm S. Gerald & Associates Inc. 401K Plan Profit Sharing Plan-54$103,012$95,803$1,774iApproximate average salary by contribution assumption: employee only about $44,353 at 4% or $29,569 at 6%; with 50% employer match about $29,569 at 4% or $19,713 at 6%; with 100% employer match about $22,177 at 4% or $14,784 at 6%.