Civic Intelligence

Stephen M. Passen Ltd.

Plan context: Stephen M. Passen Ltd. Defined Benefit Plan

EIN 36-3082758 • Chicago, IL • 18 filings • 1 plans

1 E. Wacker DriveSuite 2406Chicago, IL 60601
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$3,156,677

2019 Contributions

$461,855

Historical Graphs

Total Assets Over Time

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

$3,156,677$1,578,339$0200220112018YearValue
$3,156,677Latest year 2018

Participants Over Time

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

320200220102018YearValue
3Latest year 2018

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
201910$0$0-
Stephen M. Passen Ltd. Defined Benefit Plan-0$0--
201813$3,156,677$461,855$153,952iApproximate average salary by contribution assumption: employee only about $3,848,792 at 4% or $2,565,861 at 6%; with 50% employer match about $2,565,861 at 4% or $1,710,574 at 6%; with 100% employer match about $1,924,396 at 4% or $1,282,931 at 6%.
Stephen M. Passen Ltd. Defined Benefit Plan-3$3,156,677$461,855$153,952iApproximate average salary by contribution assumption: employee only about $3,848,792 at 4% or $2,565,861 at 6%; with 50% employer match about $2,565,861 at 4% or $1,710,574 at 6%; with 100% employer match about $1,924,396 at 4% or $1,282,931 at 6%.
201713$2,811,549$0-
Stephen M. Passen Ltd. Defined Benefit Plan-3$2,811,549--
201613$2,524,267$0-
Stephen M. Passen Ltd. Defined Benefit Plan-3$2,524,267$0-
201513$2,374,644$0-
Stephen M. Passen Ltd. Defined Benefit Plan-3$2,374,644$0-
201413$2,326,418$0-
Stephen M. Passen Ltd. Defined Benefit Plan-3$2,326,418$0-
201313$2,204,270$0-
Stephen M. Passen Ltd. Defined Benefit Plan-3$2,204,270$0-
201213$1,960,912$63,026$21,009iApproximate average salary by contribution assumption: employee only about $525,217 at 4% or $350,144 at 6%; with 50% employer match about $350,144 at 4% or $233,430 at 6%; with 100% employer match about $262,608 at 4% or $175,072 at 6%.
Stephen M. Passen Ltd. Defined Benefit Plan-3$1,960,912$63,026$21,009iApproximate average salary by contribution assumption: employee only about $525,217 at 4% or $350,144 at 6%; with 50% employer match about $350,144 at 4% or $233,430 at 6%; with 100% employer match about $262,608 at 4% or $175,072 at 6%.
201113$1,714,302$77,066$25,689iApproximate average salary by contribution assumption: employee only about $642,217 at 4% or $428,144 at 6%; with 50% employer match about $428,144 at 4% or $285,430 at 6%; with 100% employer match about $321,108 at 4% or $214,072 at 6%.
Stephen M. Passen Ltd. Defined Benefit Plan-3$1,714,302$77,066$25,689iApproximate average salary by contribution assumption: employee only about $642,217 at 4% or $428,144 at 6%; with 50% employer match about $428,144 at 4% or $285,430 at 6%; with 100% employer match about $321,108 at 4% or $214,072 at 6%.
201013$1,593,398$0-
Stephen M. Passen Ltd. Defined Benefit Plan-3$1,593,398--
200913$1,461,235$109,627$36,542iApproximate average salary by contribution assumption: employee only about $913,558 at 4% or $609,039 at 6%; with 50% employer match about $609,039 at 4% or $406,026 at 6%; with 100% employer match about $456,779 at 4% or $304,519 at 6%.
Stephen M. Passen Ltd. Defined Benefit Plan-3$1,461,235$109,627$36,542iApproximate average salary by contribution assumption: employee only about $913,558 at 4% or $609,039 at 6%; with 50% employer match about $609,039 at 4% or $406,026 at 6%; with 100% employer match about $456,779 at 4% or $304,519 at 6%.
200812$0$0-
Stephen M. Passen Ltd. Defined Benefit Plan-2---
200713$0$0-
Stephen M. Passen Ltd. Defined Benefit Plan-3---
200613$937,489$177,513$59,171iApproximate average salary by contribution assumption: employee only about $1,479,275 at 4% or $986,183 at 6%; with 50% employer match about $986,183 at 4% or $657,456 at 6%; with 100% employer match about $739,638 at 4% or $493,092 at 6%.
Stephen M. Passen Ltd. Defined Benefit Plan-3$937,489$177,513$59,171iApproximate average salary by contribution assumption: employee only about $1,479,275 at 4% or $986,183 at 6%; with 50% employer match about $986,183 at 4% or $657,456 at 6%; with 100% employer match about $739,638 at 4% or $493,092 at 6%.
200513$704,767$177,269$59,090iApproximate average salary by contribution assumption: employee only about $1,477,242 at 4% or $984,828 at 6%; with 50% employer match about $984,828 at 4% or $656,552 at 6%; with 100% employer match about $738,621 at 4% or $492,414 at 6%.
Stephen M. Passen Ltd. Defined Benefit Plan-3$704,767$177,269$59,090iApproximate average salary by contribution assumption: employee only about $1,477,242 at 4% or $984,828 at 6%; with 50% employer match about $984,828 at 4% or $656,552 at 6%; with 100% employer match about $738,621 at 4% or $492,414 at 6%.
200413$502,006$165,716$55,239iApproximate average salary by contribution assumption: employee only about $1,380,967 at 4% or $920,644 at 6%; with 50% employer match about $920,644 at 4% or $613,763 at 6%; with 100% employer match about $690,483 at 4% or $460,322 at 6%.
Stephen M. Passen Ltd. Defined Benefit Plan-3$502,006$165,716$55,239iApproximate average salary by contribution assumption: employee only about $1,380,967 at 4% or $920,644 at 6%; with 50% employer match about $920,644 at 4% or $613,763 at 6%; with 100% employer match about $690,483 at 4% or $460,322 at 6%.
200313$312,048$156,099$52,033iApproximate average salary by contribution assumption: employee only about $1,300,825 at 4% or $867,217 at 6%; with 50% employer match about $867,217 at 4% or $578,144 at 6%; with 100% employer match about $650,413 at 4% or $433,608 at 6%.
Stephen M. Passen Ltd. Defined Benefit Plan-3$312,048$156,099$52,033iApproximate average salary by contribution assumption: employee only about $1,300,825 at 4% or $867,217 at 6%; with 50% employer match about $867,217 at 4% or $578,144 at 6%; with 100% employer match about $650,413 at 4% or $433,608 at 6%.
200212$147,919$147,919$73,960iApproximate average salary by contribution assumption: employee only about $1,848,988 at 4% or $1,232,658 at 6%; with 50% employer match about $1,232,658 at 4% or $821,772 at 6%; with 100% employer match about $924,494 at 4% or $616,329 at 6%.
Stephen M. Passen Ltd. Defined Benefit Plan-2$147,919$147,919$73,960iApproximate average salary by contribution assumption: employee only about $1,848,988 at 4% or $1,232,658 at 6%; with 50% employer match about $1,232,658 at 4% or $821,772 at 6%; with 100% employer match about $924,494 at 4% or $616,329 at 6%.