Clifford-Wald & Company
Plan context: Clifford-Wald & Company Savings and Retirement Plan
EIN 36-3167858 • Rolling Meadows, IL • 15 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
13
2013 Assets
$552,837
2013 Contributions
$46,201
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 13 | $552,837 | $46,201 | $3,554iApproximate average salary by contribution assumption: employee only about $88,848 at 4% or $59,232 at 6%; with 50% employer match about $59,232 at 4% or $39,488 at 6%; with 100% employer match about $44,424 at 4% or $29,616 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 13 | $552,837 | $46,201 | $3,554iApproximate average salary by contribution assumption: employee only about $88,848 at 4% or $59,232 at 6%; with 50% employer match about $59,232 at 4% or $39,488 at 6%; with 100% employer match about $44,424 at 4% or $29,616 at 6%. |
| 2012 | 1 | 13 | $401,018 | $44,342 | $3,411iApproximate average salary by contribution assumption: employee only about $85,273 at 4% or $56,849 at 6%; with 50% employer match about $56,849 at 4% or $37,899 at 6%; with 100% employer match about $42,637 at 4% or $28,424 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 13 | $401,018 | $44,342 | $3,411iApproximate average salary by contribution assumption: employee only about $85,273 at 4% or $56,849 at 6%; with 50% employer match about $56,849 at 4% or $37,899 at 6%; with 100% employer match about $42,637 at 4% or $28,424 at 6%. |
| 2011 | 1 | 14 | $456,277 | $21,665 | $1,548iApproximate average salary by contribution assumption: employee only about $38,688 at 4% or $25,792 at 6%; with 50% employer match about $25,792 at 4% or $17,194 at 6%; with 100% employer match about $19,344 at 4% or $12,896 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 14 | $456,277 | $21,665 | $1,548iApproximate average salary by contribution assumption: employee only about $38,688 at 4% or $25,792 at 6%; with 50% employer match about $25,792 at 4% or $17,194 at 6%; with 100% employer match about $19,344 at 4% or $12,896 at 6%. |
| 2010 | 1 | 15 | $604,177 | $19,520 | $1,301iApproximate average salary by contribution assumption: employee only about $32,533 at 4% or $21,689 at 6%; with 50% employer match about $21,689 at 4% or $14,459 at 6%; with 100% employer match about $16,267 at 4% or $10,844 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 15 | $604,177 | $19,520 | $1,301iApproximate average salary by contribution assumption: employee only about $32,533 at 4% or $21,689 at 6%; with 50% employer match about $21,689 at 4% or $14,459 at 6%; with 100% employer match about $16,267 at 4% or $10,844 at 6%. |
| 2009 | 1 | 15 | $526,405 | $38,001 | $2,533iApproximate average salary by contribution assumption: employee only about $63,335 at 4% or $42,223 at 6%; with 50% employer match about $42,223 at 4% or $28,149 at 6%; with 100% employer match about $31,668 at 4% or $21,112 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 15 | $526,405 | $38,001 | $2,533iApproximate average salary by contribution assumption: employee only about $63,335 at 4% or $42,223 at 6%; with 50% employer match about $42,223 at 4% or $28,149 at 6%; with 100% employer match about $31,668 at 4% or $21,112 at 6%. |
| 2008 | 1 | 14 | $370,434 | $115,592 | $8,257iApproximate average salary by contribution assumption: employee only about $206,414 at 4% or $137,610 at 6%; with 50% employer match about $137,610 at 4% or $91,740 at 6%; with 100% employer match about $103,207 at 4% or $68,805 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 14 | $370,434 | $115,592 | $8,257iApproximate average salary by contribution assumption: employee only about $206,414 at 4% or $137,610 at 6%; with 50% employer match about $137,610 at 4% or $91,740 at 6%; with 100% employer match about $103,207 at 4% or $68,805 at 6%. |
| 2007 | 1 | 15 | $481,775 | $76,812 | $5,121iApproximate average salary by contribution assumption: employee only about $128,020 at 4% or $85,347 at 6%; with 50% employer match about $85,347 at 4% or $56,898 at 6%; with 100% employer match about $64,010 at 4% or $42,673 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 15 | $481,775 | $76,812 | $5,121iApproximate average salary by contribution assumption: employee only about $128,020 at 4% or $85,347 at 6%; with 50% employer match about $85,347 at 4% or $56,898 at 6%; with 100% employer match about $64,010 at 4% or $42,673 at 6%. |
| 2006 | 1 | 13 | $355,896 | $61,310 | $4,716iApproximate average salary by contribution assumption: employee only about $117,904 at 4% or $78,603 at 6%; with 50% employer match about $78,603 at 4% or $52,402 at 6%; with 100% employer match about $58,952 at 4% or $39,301 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 13 | $355,896 | $61,310 | $4,716iApproximate average salary by contribution assumption: employee only about $117,904 at 4% or $78,603 at 6%; with 50% employer match about $78,603 at 4% or $52,402 at 6%; with 100% employer match about $58,952 at 4% or $39,301 at 6%. |
| 2005 | 1 | 14 | $282,413 | $49,497 | $3,536iApproximate average salary by contribution assumption: employee only about $88,388 at 4% or $58,925 at 6%; with 50% employer match about $58,925 at 4% or $39,283 at 6%; with 100% employer match about $44,194 at 4% or $29,463 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 14 | $282,413 | $49,497 | $3,536iApproximate average salary by contribution assumption: employee only about $88,388 at 4% or $58,925 at 6%; with 50% employer match about $58,925 at 4% or $39,283 at 6%; with 100% employer match about $44,194 at 4% or $29,463 at 6%. |
| 2004 | 1 | 12 | $230,461 | $43,569 | $3,631iApproximate average salary by contribution assumption: employee only about $90,769 at 4% or $60,513 at 6%; with 50% employer match about $60,513 at 4% or $40,342 at 6%; with 100% employer match about $45,384 at 4% or $30,256 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 12 | $230,461 | $43,569 | $3,631iApproximate average salary by contribution assumption: employee only about $90,769 at 4% or $60,513 at 6%; with 50% employer match about $60,513 at 4% or $40,342 at 6%; with 100% employer match about $45,384 at 4% or $30,256 at 6%. |
| 2003 | 1 | 11 | $166,127 | $42,236 | $3,840iApproximate average salary by contribution assumption: employee only about $95,991 at 4% or $63,994 at 6%; with 50% employer match about $63,994 at 4% or $42,663 at 6%; with 100% employer match about $47,995 at 4% or $31,997 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 11 | $166,127 | $42,236 | $3,840iApproximate average salary by contribution assumption: employee only about $95,991 at 4% or $63,994 at 6%; with 50% employer match about $63,994 at 4% or $42,663 at 6%; with 100% employer match about $47,995 at 4% or $31,997 at 6%. |
| 2002 | 1 | 13 | $0 | $0 | - |
| Clifford-Wald & Company Savings and Retirement Plan | - | 13 | - | - | - |
| 2001 | 1 | 12 | $0 | $0 | - |
| Clifford-Wald & Company Savings and Retirement Plan | - | 12 | - | - | - |
| 2000 | 1 | 11 | $92,210 | $32,403 | $2,946iApproximate average salary by contribution assumption: employee only about $73,643 at 4% or $49,095 at 6%; with 50% employer match about $49,095 at 4% or $32,730 at 6%; with 100% employer match about $36,822 at 4% or $24,548 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 11 | $92,210 | $32,403 | $2,946iApproximate average salary by contribution assumption: employee only about $73,643 at 4% or $49,095 at 6%; with 50% employer match about $49,095 at 4% or $32,730 at 6%; with 100% employer match about $36,822 at 4% or $24,548 at 6%. |
| 1999 | 1 | 10 | $120,510 | $38,999 | $3,900iApproximate average salary by contribution assumption: employee only about $97,498 at 4% or $64,998 at 6%; with 50% employer match about $64,998 at 4% or $43,332 at 6%; with 100% employer match about $48,749 at 4% or $32,499 at 6%. |
| Clifford-Wald & Company Savings and Retirement Plan | - | 10 | $120,510 | $38,999 | $3,900iApproximate average salary by contribution assumption: employee only about $97,498 at 4% or $64,998 at 6%; with 50% employer match about $64,998 at 4% or $43,332 at 6%; with 100% employer match about $48,749 at 4% or $32,499 at 6%. |