Brown, Udell & Pomerantz Ltd.
Plan context: Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust
EIN 36-2977153 • Chicago, IL • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
17
2024 Assets
$3,828,157
2024 Contributions
$280,741
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 | 17 | $3,828,157 | $280,741 | $16,514iApproximate average salary by contribution assumption: employee only about $412,854 at 4% or $275,236 at 6%; with 50% employer match about $275,236 at 4% or $183,491 at 6%; with 100% employer match about $206,427 at 4% or $137,618 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 17 | $3,828,157 | $280,741 | $16,514iApproximate average salary by contribution assumption: employee only about $412,854 at 4% or $275,236 at 6%; with 50% employer match about $275,236 at 4% or $183,491 at 6%; with 100% employer match about $206,427 at 4% or $137,618 at 6%. |
| 2023 | 1 | 19 | $3,112,461 | $275,447 | $14,497iApproximate average salary by contribution assumption: employee only about $362,430 at 4% or $241,620 at 6%; with 50% employer match about $241,620 at 4% or $161,080 at 6%; with 100% employer match about $181,215 at 4% or $120,810 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 19 | $3,112,461 | $275,447 | $14,497iApproximate average salary by contribution assumption: employee only about $362,430 at 4% or $241,620 at 6%; with 50% employer match about $241,620 at 4% or $161,080 at 6%; with 100% employer match about $181,215 at 4% or $120,810 at 6%. |
| 2022 | 1 | 17 | $2,373,638 | $280,061 | $16,474iApproximate average salary by contribution assumption: employee only about $411,854 at 4% or $274,570 at 6%; with 50% employer match about $274,570 at 4% or $183,046 at 6%; with 100% employer match about $205,927 at 4% or $137,285 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 17 | $2,373,638 | $280,061 | $16,474iApproximate average salary by contribution assumption: employee only about $411,854 at 4% or $274,570 at 6%; with 50% employer match about $274,570 at 4% or $183,046 at 6%; with 100% employer match about $205,927 at 4% or $137,285 at 6%. |
| 2021 | 1 | 19 | $3,047,305 | $292,234 | $15,381iApproximate average salary by contribution assumption: employee only about $384,518 at 4% or $256,346 at 6%; with 50% employer match about $256,346 at 4% or $170,897 at 6%; with 100% employer match about $192,259 at 4% or $128,173 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 19 | $3,047,305 | $292,234 | $15,381iApproximate average salary by contribution assumption: employee only about $384,518 at 4% or $256,346 at 6%; with 50% employer match about $256,346 at 4% or $170,897 at 6%; with 100% employer match about $192,259 at 4% or $128,173 at 6%. |
| 2020 | 1 | 22 | $2,763,938 | $281,987 | $12,818iApproximate average salary by contribution assumption: employee only about $320,440 at 4% or $213,627 at 6%; with 50% employer match about $213,627 at 4% or $142,418 at 6%; with 100% employer match about $160,220 at 4% or $106,813 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 22 | $2,763,938 | $281,987 | $12,818iApproximate average salary by contribution assumption: employee only about $320,440 at 4% or $213,627 at 6%; with 50% employer match about $213,627 at 4% or $142,418 at 6%; with 100% employer match about $160,220 at 4% or $106,813 at 6%. |
| 2019 | 1 | 22 | $2,178,613 | $269,275 | $12,240iApproximate average salary by contribution assumption: employee only about $305,994 at 4% or $203,996 at 6%; with 50% employer match about $203,996 at 4% or $135,997 at 6%; with 100% employer match about $152,997 at 4% or $101,998 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 22 | $2,178,613 | $269,275 | $12,240iApproximate average salary by contribution assumption: employee only about $305,994 at 4% or $203,996 at 6%; with 50% employer match about $203,996 at 4% or $135,997 at 6%; with 100% employer match about $152,997 at 4% or $101,998 at 6%. |
| 2018 | 1 | 23 | $1,729,323 | $271,891 | $11,821iApproximate average salary by contribution assumption: employee only about $295,534 at 4% or $197,022 at 6%; with 50% employer match about $197,022 at 4% or $131,348 at 6%; with 100% employer match about $147,767 at 4% or $98,511 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 23 | $1,729,323 | $271,891 | $11,821iApproximate average salary by contribution assumption: employee only about $295,534 at 4% or $197,022 at 6%; with 50% employer match about $197,022 at 4% or $131,348 at 6%; with 100% employer match about $147,767 at 4% or $98,511 at 6%. |
| 2017 | 1 | 20 | $1,604,110 | $224,082 | $11,204iApproximate average salary by contribution assumption: employee only about $280,103 at 4% or $186,735 at 6%; with 50% employer match about $186,735 at 4% or $124,490 at 6%; with 100% employer match about $140,051 at 4% or $93,368 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 20 | $1,604,110 | $224,082 | $11,204iApproximate average salary by contribution assumption: employee only about $280,103 at 4% or $186,735 at 6%; with 50% employer match about $186,735 at 4% or $124,490 at 6%; with 100% employer match about $140,051 at 4% or $93,368 at 6%. |
| 2016 | 1 | 19 | $1,208,288 | $137,537 | $7,239iApproximate average salary by contribution assumption: employee only about $180,970 at 4% or $120,646 at 6%; with 50% employer match about $120,646 at 4% or $80,431 at 6%; with 100% employer match about $90,485 at 4% or $60,323 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 19 | $1,208,288 | $137,537 | $7,239iApproximate average salary by contribution assumption: employee only about $180,970 at 4% or $120,646 at 6%; with 50% employer match about $120,646 at 4% or $80,431 at 6%; with 100% employer match about $90,485 at 4% or $60,323 at 6%. |
| 2015 | 1 | 16 | $946,320 | $188,891 | $11,806iApproximate average salary by contribution assumption: employee only about $295,142 at 4% or $196,761 at 6%; with 50% employer match about $196,761 at 4% or $131,174 at 6%; with 100% employer match about $147,571 at 4% or $98,381 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 16 | $946,320 | $188,891 | $11,806iApproximate average salary by contribution assumption: employee only about $295,142 at 4% or $196,761 at 6%; with 50% employer match about $196,761 at 4% or $131,174 at 6%; with 100% employer match about $147,571 at 4% or $98,381 at 6%. |
| 2014 | 1 | 20 | $807,753 | $169,064 | $8,453iApproximate average salary by contribution assumption: employee only about $211,330 at 4% or $140,887 at 6%; with 50% employer match about $140,887 at 4% or $93,924 at 6%; with 100% employer match about $105,665 at 4% or $70,443 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 20 | $807,753 | $169,064 | $8,453iApproximate average salary by contribution assumption: employee only about $211,330 at 4% or $140,887 at 6%; with 50% employer match about $140,887 at 4% or $93,924 at 6%; with 100% employer match about $105,665 at 4% or $70,443 at 6%. |
| 2013 | 1 | 23 | $773,540 | $169,573 | $7,373iApproximate average salary by contribution assumption: employee only about $184,318 at 4% or $122,879 at 6%; with 50% employer match about $122,879 at 4% or $81,919 at 6%; with 100% employer match about $92,159 at 4% or $61,439 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 23 | $773,540 | $169,573 | $7,373iApproximate average salary by contribution assumption: employee only about $184,318 at 4% or $122,879 at 6%; with 50% employer match about $122,879 at 4% or $81,919 at 6%; with 100% employer match about $92,159 at 4% or $61,439 at 6%. |
| 2012 | 1 | 24 | $601,837 | $170,129 | $7,089iApproximate average salary by contribution assumption: employee only about $177,218 at 4% or $118,145 at 6%; with 50% employer match about $118,145 at 4% or $78,763 at 6%; with 100% employer match about $88,609 at 4% or $59,073 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 24 | $601,837 | $170,129 | $7,089iApproximate average salary by contribution assumption: employee only about $177,218 at 4% or $118,145 at 6%; with 50% employer match about $118,145 at 4% or $78,763 at 6%; with 100% employer match about $88,609 at 4% or $59,073 at 6%. |
| 2011 | 1 | 27 | $1,396,663 | $140,590 | $5,207iApproximate average salary by contribution assumption: employee only about $130,176 at 4% or $86,784 at 6%; with 50% employer match about $86,784 at 4% or $57,856 at 6%; with 100% employer match about $65,088 at 4% or $43,392 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 27 | $1,396,663 | $140,590 | $5,207iApproximate average salary by contribution assumption: employee only about $130,176 at 4% or $86,784 at 6%; with 50% employer match about $86,784 at 4% or $57,856 at 6%; with 100% employer match about $65,088 at 4% or $43,392 at 6%. |
| 2010 | 1 | 21 | $1,400,938 | $109,846 | $5,231iApproximate average salary by contribution assumption: employee only about $130,769 at 4% or $87,179 at 6%; with 50% employer match about $87,179 at 4% or $58,120 at 6%; with 100% employer match about $65,385 at 4% or $43,590 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 21 | $1,400,938 | $109,846 | $5,231iApproximate average salary by contribution assumption: employee only about $130,769 at 4% or $87,179 at 6%; with 50% employer match about $87,179 at 4% or $58,120 at 6%; with 100% employer match about $65,385 at 4% or $43,590 at 6%. |
| 2009 | 1 | 17 | $1,211,565 | $87,152 | $5,127iApproximate average salary by contribution assumption: employee only about $128,165 at 4% or $85,443 at 6%; with 50% employer match about $85,443 at 4% or $56,962 at 6%; with 100% employer match about $64,082 at 4% or $42,722 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 17 | $1,211,565 | $87,152 | $5,127iApproximate average salary by contribution assumption: employee only about $128,165 at 4% or $85,443 at 6%; with 50% employer match about $85,443 at 4% or $56,962 at 6%; with 100% employer match about $64,082 at 4% or $42,722 at 6%. |
| 2008 | 1 | 18 | $1,075,114 | $0 | - |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 18 | $1,075,114 | - | - |
| 2007 | 1 | 16 | $0 | $0 | - |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 16 | - | - | - |
| 2006 | 1 | 13 | $1,395,123 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 13 | $1,395,123 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| 2005 | 1 | 13 | $1,193,672 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 13 | $1,193,672 | $50,000 | $3,846iApproximate average salary by contribution assumption: employee only about $96,154 at 4% or $64,103 at 6%; with 50% employer match about $64,103 at 4% or $42,735 at 6%; with 100% employer match about $48,077 at 4% or $32,051 at 6%. |
| 2004 | 1 | 8 | $1,089,986 | $25,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 8 | $1,089,986 | $25,000 | $3,125iApproximate average salary by contribution assumption: employee only about $78,125 at 4% or $52,083 at 6%; with 50% employer match about $52,083 at 4% or $34,722 at 6%; with 100% employer match about $39,063 at 4% or $26,042 at 6%. |
| 2003 | 1 | 10 | $1,007,509 | $0 | - |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 10 | $1,007,509 | - | - |
| 2002 | 1 | 11 | $882,457 | $25,000 | $2,273iApproximate average salary by contribution assumption: employee only about $56,818 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,409 at 4% or $18,939 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 11 | $882,457 | $25,000 | $2,273iApproximate average salary by contribution assumption: employee only about $56,818 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,409 at 4% or $18,939 at 6%. |
| 2001 | 1 | 9 | $973,994 | $5,000 | $556iApproximate average salary by contribution assumption: employee only about $13,889 at 4% or $9,259 at 6%; with 50% employer match about $9,259 at 4% or $6,173 at 6%; with 100% employer match about $6,944 at 4% or $4,630 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 9 | $973,994 | $5,000 | $556iApproximate average salary by contribution assumption: employee only about $13,889 at 4% or $9,259 at 6%; with 50% employer match about $9,259 at 4% or $6,173 at 6%; with 100% employer match about $6,944 at 4% or $4,630 at 6%. |
| 2000 | 1 | 11 | $1,074,053 | $25,000 | $2,273iApproximate average salary by contribution assumption: employee only about $56,818 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,409 at 4% or $18,939 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 11 | $1,074,053 | $25,000 | $2,273iApproximate average salary by contribution assumption: employee only about $56,818 at 4% or $37,879 at 6%; with 50% employer match about $37,879 at 4% or $25,253 at 6%; with 100% employer match about $28,409 at 4% or $18,939 at 6%. |
| 1999 | 1 | 6 | $1,049,000 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Brown, Udell & Pomerantz Ltd. Profit Sharing & Savings Plan & Trust | - | 6 | $1,049,000 | $30,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |