Civic Intelligence

J. Stewart and Company

Plan context: J. Stewart & Company Profit Sharing Plan and Trust

EIN 36-3262799 • Buffalo Grove, IL • 21 filings • 4 plans

1130 W Lake Cook Rd Ste 320Buffalo Grove, IL 60089-1976
Current Snapshot

Latest Year

2019

2019 Participants

11

2019 Assets

$1,356,371

2019 Contributions

$108,015

Historical Graphs

Total Assets Over Time

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

$1,356,371$678,186$0199920112019YearValue
$1,356,371Latest year 2019

Participants Over Time

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

1160199920092019YearValue
11Latest year 2019

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
2019111$1,356,371$108,015$9,820iApproximate average salary by contribution assumption: employee only about $245,489 at 4% or $163,659 at 6%; with 50% employer match about $163,659 at 4% or $109,106 at 6%; with 100% employer match about $122,744 at 4% or $81,830 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-11$1,356,371$108,015$9,820iApproximate average salary by contribution assumption: employee only about $245,489 at 4% or $163,659 at 6%; with 50% employer match about $163,659 at 4% or $109,106 at 6%; with 100% employer match about $122,744 at 4% or $81,830 at 6%.
201819$969,541$51,441$5,716iApproximate average salary by contribution assumption: employee only about $142,892 at 4% or $95,261 at 6%; with 50% employer match about $95,261 at 4% or $63,507 at 6%; with 100% employer match about $71,446 at 4% or $47,631 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-9$969,541$51,441$5,716iApproximate average salary by contribution assumption: employee only about $142,892 at 4% or $95,261 at 6%; with 50% employer match about $95,261 at 4% or $63,507 at 6%; with 100% employer match about $71,446 at 4% or $47,631 at 6%.
201718$1,118,401$26,490$3,311iApproximate average salary by contribution assumption: employee only about $82,781 at 4% or $55,188 at 6%; with 50% employer match about $55,188 at 4% or $36,792 at 6%; with 100% employer match about $41,391 at 4% or $27,594 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-8$1,118,401$26,490$3,311iApproximate average salary by contribution assumption: employee only about $82,781 at 4% or $55,188 at 6%; with 50% employer match about $55,188 at 4% or $36,792 at 6%; with 100% employer match about $41,391 at 4% or $27,594 at 6%.
201617$883,604$66,485$9,498iApproximate average salary by contribution assumption: employee only about $237,446 at 4% or $158,298 at 6%; with 50% employer match about $158,298 at 4% or $105,532 at 6%; with 100% employer match about $118,723 at 4% or $79,149 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-7$883,604$66,485$9,498iApproximate average salary by contribution assumption: employee only about $237,446 at 4% or $158,298 at 6%; with 50% employer match about $158,298 at 4% or $105,532 at 6%; with 100% employer match about $118,723 at 4% or $79,149 at 6%.
201517$716,067$16,463$2,352iApproximate average salary by contribution assumption: employee only about $58,796 at 4% or $39,198 at 6%; with 50% employer match about $39,198 at 4% or $26,132 at 6%; with 100% employer match about $29,398 at 4% or $19,599 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-7$716,067$16,463$2,352iApproximate average salary by contribution assumption: employee only about $58,796 at 4% or $39,198 at 6%; with 50% employer match about $39,198 at 4% or $26,132 at 6%; with 100% employer match about $29,398 at 4% or $19,599 at 6%.
201417$732,841$12,232$1,747iApproximate average salary by contribution assumption: employee only about $43,686 at 4% or $29,124 at 6%; with 50% employer match about $29,124 at 4% or $19,416 at 6%; with 100% employer match about $21,843 at 4% or $14,562 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-7$732,841$12,232$1,747iApproximate average salary by contribution assumption: employee only about $43,686 at 4% or $29,124 at 6%; with 50% employer match about $29,124 at 4% or $19,416 at 6%; with 100% employer match about $21,843 at 4% or $14,562 at 6%.
201316$712,175$39,427$6,571iApproximate average salary by contribution assumption: employee only about $164,279 at 4% or $109,519 at 6%; with 50% employer match about $109,519 at 4% or $73,013 at 6%; with 100% employer match about $82,140 at 4% or $54,760 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-6$712,175$39,427$6,571iApproximate average salary by contribution assumption: employee only about $164,279 at 4% or $109,519 at 6%; with 50% employer match about $109,519 at 4% or $73,013 at 6%; with 100% employer match about $82,140 at 4% or $54,760 at 6%.
201217$603,882$40,280$5,754iApproximate average salary by contribution assumption: employee only about $143,857 at 4% or $95,905 at 6%; with 50% employer match about $95,905 at 4% or $63,937 at 6%; with 100% employer match about $71,929 at 4% or $47,952 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-7$603,882$40,280$5,754iApproximate average salary by contribution assumption: employee only about $143,857 at 4% or $95,905 at 6%; with 50% employer match about $95,905 at 4% or $63,937 at 6%; with 100% employer match about $71,929 at 4% or $47,952 at 6%.
201116$674,956$60,194$10,032iApproximate average salary by contribution assumption: employee only about $250,808 at 4% or $167,206 at 6%; with 50% employer match about $167,206 at 4% or $111,470 at 6%; with 100% employer match about $125,404 at 4% or $83,603 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-6$674,956$60,194$10,032iApproximate average salary by contribution assumption: employee only about $250,808 at 4% or $167,206 at 6%; with 50% employer match about $167,206 at 4% or $111,470 at 6%; with 100% employer match about $125,404 at 4% or $83,603 at 6%.
201017$647,125$51,828$7,404iApproximate average salary by contribution assumption: employee only about $185,100 at 4% or $123,400 at 6%; with 50% employer match about $123,400 at 4% or $82,267 at 6%; with 100% employer match about $92,550 at 4% or $61,700 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-7$647,125$51,828$7,404iApproximate average salary by contribution assumption: employee only about $185,100 at 4% or $123,400 at 6%; with 50% employer match about $123,400 at 4% or $82,267 at 6%; with 100% employer match about $92,550 at 4% or $61,700 at 6%.
200917$537,939$57,019$8,146iApproximate average salary by contribution assumption: employee only about $203,639 at 4% or $135,760 at 6%; with 50% employer match about $135,760 at 4% or $90,506 at 6%; with 100% employer match about $101,820 at 4% or $67,880 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-7$537,939$57,019$8,146iApproximate average salary by contribution assumption: employee only about $203,639 at 4% or $135,760 at 6%; with 50% employer match about $135,760 at 4% or $90,506 at 6%; with 100% employer match about $101,820 at 4% or $67,880 at 6%.
200814$411,465$50,147$12,537iApproximate average salary by contribution assumption: employee only about $313,419 at 4% or $208,946 at 6%; with 50% employer match about $208,946 at 4% or $139,297 at 6%; with 100% employer match about $156,709 at 4% or $104,473 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-4$411,465$50,147$12,537iApproximate average salary by contribution assumption: employee only about $313,419 at 4% or $208,946 at 6%; with 50% employer match about $208,946 at 4% or $139,297 at 6%; with 100% employer match about $156,709 at 4% or $104,473 at 6%.
200716$0$0-
J. Stewart & Company Profit Sharing Plan and Trust-6---
200616$567,861$36,519$6,087iApproximate average salary by contribution assumption: employee only about $152,163 at 4% or $101,442 at 6%; with 50% employer match about $101,442 at 4% or $67,628 at 6%; with 100% employer match about $76,081 at 4% or $50,721 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-6$567,861$36,519$6,087iApproximate average salary by contribution assumption: employee only about $152,163 at 4% or $101,442 at 6%; with 50% employer match about $101,442 at 4% or $67,628 at 6%; with 100% employer match about $76,081 at 4% or $50,721 at 6%.
200517$473,510$29,584$4,226iApproximate average salary by contribution assumption: employee only about $105,657 at 4% or $70,438 at 6%; with 50% employer match about $70,438 at 4% or $46,959 at 6%; with 100% employer match about $52,829 at 4% or $35,219 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-7$473,510$29,584$4,226iApproximate average salary by contribution assumption: employee only about $105,657 at 4% or $70,438 at 6%; with 50% employer match about $70,438 at 4% or $46,959 at 6%; with 100% employer match about $52,829 at 4% or $35,219 at 6%.
200418$428,499$25,671$3,209iApproximate average salary by contribution assumption: employee only about $80,222 at 4% or $53,481 at 6%; with 50% employer match about $53,481 at 4% or $35,654 at 6%; with 100% employer match about $40,111 at 4% or $26,741 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-8$428,499$25,671$3,209iApproximate average salary by contribution assumption: employee only about $80,222 at 4% or $53,481 at 6%; with 50% employer match about $53,481 at 4% or $35,654 at 6%; with 100% employer match about $40,111 at 4% or $26,741 at 6%.
200316$359,735$21,109$3,518iApproximate average salary by contribution assumption: employee only about $87,954 at 4% or $58,636 at 6%; with 50% employer match about $58,636 at 4% or $39,091 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
J. Stewart & Company Profit Sharing Plan and Trust-6$359,735$21,109$3,518iApproximate average salary by contribution assumption: employee only about $87,954 at 4% or $58,636 at 6%; with 50% employer match about $58,636 at 4% or $39,091 at 6%; with 100% employer match about $43,977 at 4% or $29,318 at 6%.
200217$284,227$0-
J. Stewart & Company Profit Sharing Plan and Trust-7$284,227--
200116$0$0-
J. Stewart & Company Profit Sharing Plan and Trust-6---
200017$0$0-
J. Stewart & Company Profit Sharing Plan and Trust-7---
199916$536,327$0-
J. Stewart & Company Profit Sharing Plan and Trust-6$536,327--