Civic Intelligence

The San Jose Group Co.

Plan context: The San Jose Group Co. 401(K) & Profit Sharing Plan

EIN 36-3167830 • Winnetka, IL • 26 filings • 4 plans

320 Woodley RoadWinnetka, IL 60093
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,599,604

2024 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$1,599,604$799,802$0199920132024YearValue
$1,599,604Latest year 2024

Participants Over Time

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

26130199920122024YearValue
2Latest 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
202412$1,599,604$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-2$1,599,604$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202312$1,448,374$376,219$188,110iApproximate average salary by contribution assumption: employee only about $4,702,738 at 4% or $3,135,158 at 6%; with 50% employer match about $3,135,158 at 4% or $2,090,106 at 6%; with 100% employer match about $2,351,369 at 4% or $1,567,579 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-2$1,448,374$376,219$188,110iApproximate average salary by contribution assumption: employee only about $4,702,738 at 4% or $3,135,158 at 6%; with 50% employer match about $3,135,158 at 4% or $2,090,106 at 6%; with 100% employer match about $2,351,369 at 4% or $1,567,579 at 6%.
202211$1,072,155$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-1$1,072,155$50,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
202111$1,149,712$0-
The San Jose Group Co. 401(K) & Profit Sharing Plan-1$1,149,712$0-
202011$1,096,041$0-
The San Jose Group Co. 401(K) & Profit Sharing Plan-1$1,096,041$0-
201913$1,257,706$0-
The San Jose Group Co. 401(K) & Profit Sharing Plan-3$1,257,706$0-
201813$1,371,110$0-
The San Jose Group Co. 401(K) & Profit Sharing Plan-3$1,371,110$0-
201714$1,362,622$0-
The San Jose Group Co. 401(K) & Profit Sharing Plan-4$1,362,622$0-
201614$1,442,247$0-
The San Jose Group Co. 401(K) & Profit Sharing Plan-4$1,442,247$0-
201516$1,247,292$0-
The San Jose Group Co. 401(K) & Profit Sharing Plan-6$1,247,292$0-
201419$1,269,573$675$75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-9$1,269,573$675$75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%.
201318$1,181,453$3,175$397iApproximate average salary by contribution assumption: employee only about $9,922 at 4% or $6,615 at 6%; with 50% employer match about $6,615 at 4% or $4,410 at 6%; with 100% employer match about $4,961 at 4% or $3,307 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-8$1,181,453$3,175$397iApproximate average salary by contribution assumption: employee only about $9,922 at 4% or $6,615 at 6%; with 50% employer match about $6,615 at 4% or $4,410 at 6%; with 100% employer match about $4,961 at 4% or $3,307 at 6%.
2012121$1,081,377$10,231$487iApproximate average salary by contribution assumption: employee only about $12,180 at 4% or $8,120 at 6%; with 50% employer match about $8,120 at 4% or $5,413 at 6%; with 100% employer match about $6,090 at 4% or $4,060 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-21$1,081,377$10,231$487iApproximate average salary by contribution assumption: employee only about $12,180 at 4% or $8,120 at 6%; with 50% employer match about $8,120 at 4% or $5,413 at 6%; with 100% employer match about $6,090 at 4% or $4,060 at 6%.
2011118$955,592$26,008$1,445iApproximate average salary by contribution assumption: employee only about $36,122 at 4% or $24,081 at 6%; with 50% employer match about $24,081 at 4% or $16,054 at 6%; with 100% employer match about $18,061 at 4% or $12,041 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-18$955,592$26,008$1,445iApproximate average salary by contribution assumption: employee only about $36,122 at 4% or $24,081 at 6%; with 50% employer match about $24,081 at 4% or $16,054 at 6%; with 100% employer match about $18,061 at 4% or $12,041 at 6%.
2010122$991,636$60,000$2,727iApproximate average salary by contribution assumption: employee only about $68,182 at 4% or $45,455 at 6%; with 50% employer match about $45,455 at 4% or $30,303 at 6%; with 100% employer match about $34,091 at 4% or $22,727 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-22$991,636$60,000$2,727iApproximate average salary by contribution assumption: employee only about $68,182 at 4% or $45,455 at 6%; with 50% employer match about $45,455 at 4% or $30,303 at 6%; with 100% employer match about $34,091 at 4% or $22,727 at 6%.
2009126$811,561$75,971$2,922iApproximate average salary by contribution assumption: employee only about $73,049 at 4% or $48,699 at 6%; with 50% employer match about $48,699 at 4% or $32,466 at 6%; with 100% employer match about $36,525 at 4% or $24,350 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-26$811,561$75,971$2,922iApproximate average salary by contribution assumption: employee only about $73,049 at 4% or $48,699 at 6%; with 50% employer match about $48,699 at 4% or $32,466 at 6%; with 100% employer match about $36,525 at 4% or $24,350 at 6%.
2008118$553,292$73,500$4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-18$553,292$73,500$4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%.
2007111$0$0-
The San Jose Group Co. 401(K) & Profit Sharing Plan-11---
200619$757,842$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-9$757,842$75,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
2005114$664,340$74,549$5,325iApproximate average salary by contribution assumption: employee only about $133,123 at 4% or $88,749 at 6%; with 50% employer match about $88,749 at 4% or $59,166 at 6%; with 100% employer match about $66,562 at 4% or $44,374 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-14$664,340$74,549$5,325iApproximate average salary by contribution assumption: employee only about $133,123 at 4% or $88,749 at 6%; with 50% employer match about $88,749 at 4% or $59,166 at 6%; with 100% employer match about $66,562 at 4% or $44,374 at 6%.
2004115$510,204$84,292$5,619iApproximate average salary by contribution assumption: employee only about $140,487 at 4% or $93,658 at 6%; with 50% employer match about $93,658 at 4% or $62,439 at 6%; with 100% employer match about $70,243 at 4% or $46,829 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-15$510,204$84,292$5,619iApproximate average salary by contribution assumption: employee only about $140,487 at 4% or $93,658 at 6%; with 50% employer match about $93,658 at 4% or $62,439 at 6%; with 100% employer match about $70,243 at 4% or $46,829 at 6%.
2003115$404,683$70,000$4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-15$404,683$70,000$4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%.
2002115$270,714$70,000$4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-15$270,714$70,000$4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%.
2001113$246,510$41,580$3,198iApproximate average salary by contribution assumption: employee only about $79,962 at 4% or $53,308 at 6%; with 50% employer match about $53,308 at 4% or $35,538 at 6%; with 100% employer match about $39,981 at 4% or $26,654 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-13$246,510$41,580$3,198iApproximate average salary by contribution assumption: employee only about $79,962 at 4% or $53,308 at 6%; with 50% employer match about $53,308 at 4% or $35,538 at 6%; with 100% employer match about $39,981 at 4% or $26,654 at 6%.
200018$0$0-
The San Jose Group Co. 401(K) & Profit Sharing Plan-8---
199915$182,064$36,571$7,314iApproximate average salary by contribution assumption: employee only about $182,855 at 4% or $121,903 at 6%; with 50% employer match about $121,903 at 4% or $81,269 at 6%; with 100% employer match about $91,428 at 4% or $60,952 at 6%.
The San Jose Group Co. 401(K) & Profit Sharing Plan-5$182,064$36,571$7,314iApproximate average salary by contribution assumption: employee only about $182,855 at 4% or $121,903 at 6%; with 50% employer match about $121,903 at 4% or $81,269 at 6%; with 100% employer match about $91,428 at 4% or $60,952 at 6%.