Civic Intelligence

Terrell, Weiss, & Sugar Ltd.

Plan context: Terrell, Weiss, & Sugar Ltd.

EIN 36-2996439 • Chicago, IL • 38 filings • 5 plans

20 N Wacker Dr Suite 2250Chicago, IL 60606
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$7,949,291

2024 Contributions

$257,072

Historical Graphs

Total Assets Over Time

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

$10,982,168$5,491,084$0199920132024YearValue
$7,949,291Latest year 2024

Participants Over Time

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

1790199920122024YearValue
11Latest year 2024

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
2024111$7,949,291$257,072$23,370iApproximate average salary by contribution assumption: employee only about $584,255 at 4% or $389,503 at 6%; with 50% employer match about $389,503 at 4% or $259,669 at 6%; with 100% employer match about $292,127 at 4% or $194,752 at 6%.
Terrell, Weiss, & Sugar Ltd.-11$7,949,291$257,072$23,370iApproximate average salary by contribution assumption: employee only about $584,255 at 4% or $389,503 at 6%; with 50% employer match about $389,503 at 4% or $259,669 at 6%; with 100% employer match about $292,127 at 4% or $194,752 at 6%.
2023111$6,502,544$284,803$25,891iApproximate average salary by contribution assumption: employee only about $647,280 at 4% or $431,520 at 6%; with 50% employer match about $431,520 at 4% or $287,680 at 6%; with 100% employer match about $323,640 at 4% or $215,760 at 6%.
Terrell, Weiss, & Sugar Ltd.-11$6,502,544$284,803$25,891iApproximate average salary by contribution assumption: employee only about $647,280 at 4% or $431,520 at 6%; with 50% employer match about $431,520 at 4% or $287,680 at 6%; with 100% employer match about $323,640 at 4% or $215,760 at 6%.
2022113$9,683,581$283,304$21,793iApproximate average salary by contribution assumption: employee only about $544,815 at 4% or $363,210 at 6%; with 50% employer match about $363,210 at 4% or $242,140 at 6%; with 100% employer match about $272,408 at 4% or $181,605 at 6%.
Terrell, Weiss, & Sugar Ltd.-13$9,683,581$283,304$21,793iApproximate average salary by contribution assumption: employee only about $544,815 at 4% or $363,210 at 6%; with 50% employer match about $363,210 at 4% or $242,140 at 6%; with 100% employer match about $272,408 at 4% or $181,605 at 6%.
2021112$10,982,168$275,582$22,965iApproximate average salary by contribution assumption: employee only about $574,129 at 4% or $382,753 at 6%; with 50% employer match about $382,753 at 4% or $255,169 at 6%; with 100% employer match about $287,065 at 4% or $191,376 at 6%.
Terrell, Weiss, & Sugar Ltd.-12$10,982,168$275,582$22,965iApproximate average salary by contribution assumption: employee only about $574,129 at 4% or $382,753 at 6%; with 50% employer match about $382,753 at 4% or $255,169 at 6%; with 100% employer match about $287,065 at 4% or $191,376 at 6%.
2020110$8,732,296$280,057$28,006iApproximate average salary by contribution assumption: employee only about $700,143 at 4% or $466,762 at 6%; with 50% employer match about $466,762 at 4% or $311,174 at 6%; with 100% employer match about $350,071 at 4% or $233,381 at 6%.
Terrell, Weiss, & Sugar Ltd.-10$8,732,296$280,057$28,006iApproximate average salary by contribution assumption: employee only about $700,143 at 4% or $466,762 at 6%; with 50% employer match about $466,762 at 4% or $311,174 at 6%; with 100% employer match about $350,071 at 4% or $233,381 at 6%.
2019114$7,386,140$286,348$20,453iApproximate average salary by contribution assumption: employee only about $511,336 at 4% or $340,890 at 6%; with 50% employer match about $340,890 at 4% or $227,260 at 6%; with 100% employer match about $255,668 at 4% or $170,445 at 6%.
Terrell, Weiss, & Sugar Ltd.-14$7,386,140$286,348$20,453iApproximate average salary by contribution assumption: employee only about $511,336 at 4% or $340,890 at 6%; with 50% employer match about $340,890 at 4% or $227,260 at 6%; with 100% employer match about $255,668 at 4% or $170,445 at 6%.
2018114$5,738,122$278,447$19,889iApproximate average salary by contribution assumption: employee only about $497,227 at 4% or $331,485 at 6%; with 50% employer match about $331,485 at 4% or $220,990 at 6%; with 100% employer match about $248,613 at 4% or $165,742 at 6%.
Terrell, Weiss, & Sugar Ltd.-14$5,738,122$278,447$19,889iApproximate average salary by contribution assumption: employee only about $497,227 at 4% or $331,485 at 6%; with 50% employer match about $331,485 at 4% or $220,990 at 6%; with 100% employer match about $248,613 at 4% or $165,742 at 6%.
2017114$5,982,190$282,047$20,146iApproximate average salary by contribution assumption: employee only about $503,655 at 4% or $335,770 at 6%; with 50% employer match about $335,770 at 4% or $223,847 at 6%; with 100% employer match about $251,828 at 4% or $167,885 at 6%.
Terrell, Weiss, & Sugar Ltd.-14$5,982,190$282,047$20,146iApproximate average salary by contribution assumption: employee only about $503,655 at 4% or $335,770 at 6%; with 50% employer match about $335,770 at 4% or $223,847 at 6%; with 100% employer match about $251,828 at 4% or $167,885 at 6%.
2016116$4,956,052$270,410$16,901iApproximate average salary by contribution assumption: employee only about $422,516 at 4% or $281,677 at 6%; with 50% employer match about $281,677 at 4% or $187,785 at 6%; with 100% employer match about $211,258 at 4% or $140,839 at 6%.
Terrell, Weiss, & Sugar Ltd.-16$4,956,052$270,410$16,901iApproximate average salary by contribution assumption: employee only about $422,516 at 4% or $281,677 at 6%; with 50% employer match about $281,677 at 4% or $187,785 at 6%; with 100% employer match about $211,258 at 4% or $140,839 at 6%.
2015114$6,369,577$269,763$19,269iApproximate average salary by contribution assumption: employee only about $481,720 at 4% or $321,146 at 6%; with 50% employer match about $321,146 at 4% or $214,098 at 6%; with 100% employer match about $240,860 at 4% or $160,573 at 6%.
Terrell, Weiss, & Sugar Ltd.-14$6,369,577$269,763$19,269iApproximate average salary by contribution assumption: employee only about $481,720 at 4% or $321,146 at 6%; with 50% employer match about $321,146 at 4% or $214,098 at 6%; with 100% employer match about $240,860 at 4% or $160,573 at 6%.
2014113$7,253,193$219,965$16,920iApproximate average salary by contribution assumption: employee only about $423,010 at 4% or $282,006 at 6%; with 50% employer match about $282,006 at 4% or $188,004 at 6%; with 100% employer match about $211,505 at 4% or $141,003 at 6%.
Terrell, Weiss, & Sugar Ltd.-13$7,253,193$219,965$16,920iApproximate average salary by contribution assumption: employee only about $423,010 at 4% or $282,006 at 6%; with 50% employer match about $282,006 at 4% or $188,004 at 6%; with 100% employer match about $211,505 at 4% or $141,003 at 6%.
2013110$9,747,522$211,384$21,138iApproximate average salary by contribution assumption: employee only about $528,460 at 4% or $352,307 at 6%; with 50% employer match about $352,307 at 4% or $234,871 at 6%; with 100% employer match about $264,230 at 4% or $176,153 at 6%.
Terrell, Weiss, & Sugar Ltd.-10$9,747,522$211,384$21,138iApproximate average salary by contribution assumption: employee only about $528,460 at 4% or $352,307 at 6%; with 50% employer match about $352,307 at 4% or $234,871 at 6%; with 100% employer match about $264,230 at 4% or $176,153 at 6%.
2012112$7,857,561$218,894$18,241iApproximate average salary by contribution assumption: employee only about $456,029 at 4% or $304,019 at 6%; with 50% employer match about $304,019 at 4% or $202,680 at 6%; with 100% employer match about $228,015 at 4% or $152,010 at 6%.
Terrell, Weiss, & Sugar Ltd.-12$7,857,561$218,894$18,241iApproximate average salary by contribution assumption: employee only about $456,029 at 4% or $304,019 at 6%; with 50% employer match about $304,019 at 4% or $202,680 at 6%; with 100% employer match about $228,015 at 4% or $152,010 at 6%.
2011212$6,936,150$2,917,801$243,150iApproximate average salary by contribution assumption: employee only about $6,078,752 at 4% or $4,052,501 at 6%; with 50% employer match about $4,052,501 at 4% or $2,701,668 at 6%; with 100% employer match about $3,039,376 at 4% or $2,026,251 at 6%.
Terrell, Weiss, & Sugar Ltd.-12$6,936,150$2,917,801$243,150iApproximate average salary by contribution assumption: employee only about $6,078,752 at 4% or $4,052,501 at 6%; with 50% employer match about $4,052,501 at 4% or $2,701,668 at 6%; with 100% employer match about $3,039,376 at 4% or $2,026,251 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-0---
2010212$7,151,178$246,740$20,562iApproximate average salary by contribution assumption: employee only about $514,042 at 4% or $342,694 at 6%; with 50% employer match about $342,694 at 4% or $228,463 at 6%; with 100% employer match about $257,021 at 4% or $171,347 at 6%.
Terrell, Weiss, & Sugar Ltd.-12$4,115,945$206,740$17,228iApproximate average salary by contribution assumption: employee only about $430,708 at 4% or $287,139 at 6%; with 50% employer match about $287,139 at 4% or $191,426 at 6%; with 100% employer match about $215,354 at 4% or $143,569 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-11$3,035,233$40,000$3,636iApproximate average salary by contribution assumption: employee only about $90,909 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,455 at 4% or $30,303 at 6%.
2009217$6,066,578$247,927$14,584iApproximate average salary by contribution assumption: employee only about $364,599 at 4% or $243,066 at 6%; with 50% employer match about $243,066 at 4% or $162,044 at 6%; with 100% employer match about $182,299 at 4% or $121,533 at 6%.
Terrell, Weiss, & Sugar Ltd.-17$3,457,986$207,927$12,231iApproximate average salary by contribution assumption: employee only about $305,775 at 4% or $203,850 at 6%; with 50% employer match about $203,850 at 4% or $135,900 at 6%; with 100% employer match about $152,888 at 4% or $101,925 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-11$2,608,592$40,000$3,636iApproximate average salary by contribution assumption: employee only about $90,909 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,455 at 4% or $30,303 at 6%.
2008212$4,447,113$258,496$21,541iApproximate average salary by contribution assumption: employee only about $538,533 at 4% or $359,022 at 6%; with 50% employer match about $359,022 at 4% or $239,348 at 6%; with 100% employer match about $269,267 at 4% or $179,511 at 6%.
Terrell, Weiss, & Sugar Ltd.-12$2,611,398$218,496$18,208iApproximate average salary by contribution assumption: employee only about $455,200 at 4% or $303,467 at 6%; with 50% employer match about $303,467 at 4% or $202,311 at 6%; with 100% employer match about $227,600 at 4% or $151,733 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-0$1,835,715$40,000-
2007213$3,342,955$217,222$16,709iApproximate average salary by contribution assumption: employee only about $417,735 at 4% or $278,490 at 6%; with 50% employer match about $278,490 at 4% or $185,660 at 6%; with 100% employer match about $208,867 at 4% or $139,245 at 6%.
Terrell, Weiss, & Sugar Ltd.-13$3,342,955$217,222$16,709iApproximate average salary by contribution assumption: employee only about $417,735 at 4% or $278,490 at 6%; with 50% employer match about $278,490 at 4% or $185,660 at 6%; with 100% employer match about $208,867 at 4% or $139,245 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-11---
2006215$5,040,073$270,514$18,034iApproximate average salary by contribution assumption: employee only about $450,857 at 4% or $300,571 at 6%; with 50% employer match about $300,571 at 4% or $200,381 at 6%; with 100% employer match about $225,428 at 4% or $150,286 at 6%.
Terrell, Weiss, & Sugar Ltd.-15$2,867,498$230,514$15,368iApproximate average salary by contribution assumption: employee only about $384,190 at 4% or $256,127 at 6%; with 50% employer match about $256,127 at 4% or $170,751 at 6%; with 100% employer match about $192,095 at 4% or $128,063 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-11$2,172,575$40,000$3,636iApproximate average salary by contribution assumption: employee only about $90,909 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,455 at 4% or $30,303 at 6%.
2005214$4,102,873$233,316$16,665iApproximate average salary by contribution assumption: employee only about $416,636 at 4% or $277,757 at 6%; with 50% employer match about $277,757 at 4% or $185,171 at 6%; with 100% employer match about $208,318 at 4% or $138,879 at 6%.
Terrell, Weiss, & Sugar Ltd.-14$2,303,400$193,316$13,808iApproximate average salary by contribution assumption: employee only about $345,207 at 4% or $230,138 at 6%; with 50% employer match about $230,138 at 4% or $153,425 at 6%; with 100% employer match about $172,604 at 4% or $115,069 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-11$1,799,473$40,000$3,636iApproximate average salary by contribution assumption: employee only about $90,909 at 4% or $60,606 at 6%; with 50% employer match about $60,606 at 4% or $40,404 at 6%; with 100% employer match about $45,455 at 4% or $30,303 at 6%.
2004213$3,859,721$200,628$15,433iApproximate average salary by contribution assumption: employee only about $385,823 at 4% or $257,215 at 6%; with 50% employer match about $257,215 at 4% or $171,477 at 6%; with 100% employer match about $192,912 at 4% or $128,608 at 6%.
Terrell, Weiss, & Sugar Ltd.-13$2,213,357$160,020$12,309iApproximate average salary by contribution assumption: employee only about $307,731 at 4% or $205,154 at 6%; with 50% employer match about $205,154 at 4% or $136,769 at 6%; with 100% employer match about $153,865 at 4% or $102,577 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-11$1,646,364$40,608$3,692iApproximate average salary by contribution assumption: employee only about $92,291 at 4% or $61,527 at 6%; with 50% employer match about $61,527 at 4% or $41,018 at 6%; with 100% employer match about $46,145 at 4% or $30,764 at 6%.
2003213$3,376,958$210,632$16,202iApproximate average salary by contribution assumption: employee only about $405,062 at 4% or $270,041 at 6%; with 50% employer match about $270,041 at 4% or $180,027 at 6%; with 100% employer match about $202,531 at 4% or $135,021 at 6%.
Terrell, Weiss, & Sugar Ltd.-13$1,896,835$142,920$10,994iApproximate average salary by contribution assumption: employee only about $274,846 at 4% or $183,231 at 6%; with 50% employer match about $183,231 at 4% or $122,154 at 6%; with 100% employer match about $137,423 at 4% or $91,615 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-12$1,480,123$67,712$5,643iApproximate average salary by contribution assumption: employee only about $141,067 at 4% or $94,044 at 6%; with 50% employer match about $94,044 at 4% or $62,696 at 6%; with 100% employer match about $70,533 at 4% or $47,022 at 6%.
2002212$2,370,962$244,950$20,413iApproximate average salary by contribution assumption: employee only about $510,313 at 4% or $340,208 at 6%; with 50% employer match about $340,208 at 4% or $226,806 at 6%; with 100% employer match about $255,156 at 4% or $170,104 at 6%.
Terrell, Weiss, & Sugar Ltd.-12$1,349,098$132,600$11,050iApproximate average salary by contribution assumption: employee only about $276,250 at 4% or $184,167 at 6%; with 50% employer match about $184,167 at 4% or $122,778 at 6%; with 100% employer match about $138,125 at 4% or $92,083 at 6%.
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-12$1,021,864$112,350$9,363iApproximate average salary by contribution assumption: employee only about $234,063 at 4% or $156,042 at 6%; with 50% employer match about $156,042 at 4% or $104,028 at 6%; with 100% employer match about $117,031 at 4% or $78,021 at 6%.
2001212$0$0-
Terrell, Weiss, & Sugar Ltd.-12---
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-0---
2000210$0$0-
Weiss Sugar Dvorak & Dusek Ltd Pension Plan-10---
Terrell, Weiss, & Sugar Ltd.-10---
1999110$1,659,494$100,693$10,069iApproximate average salary by contribution assumption: employee only about $251,732 at 4% or $167,822 at 6%; with 50% employer match about $167,822 at 4% or $111,881 at 6%; with 100% employer match about $125,866 at 4% or $83,911 at 6%.
Terrell, Weiss, & Sugar Ltd.-10$1,659,494$100,693$10,069iApproximate average salary by contribution assumption: employee only about $251,732 at 4% or $167,822 at 6%; with 50% employer match about $167,822 at 4% or $111,881 at 6%; with 100% employer match about $125,866 at 4% or $83,911 at 6%.