Civic Intelligence

Horwood, Marcus & Berk Chartered

Plan context: Horwood, Marcus & Berk Chartered 401K Profit Sharing

EIN 36-3302504 • Chicago, IL • 26 filings • 5 plans

180 North Lasalle StreetSuite 3700Chicago, IL 60601-2809
Current Snapshot

Latest Year

2024

2024 Participants

104

2024 Assets

$51,023,607

2024 Contributions

$1,147,007

Historical Graphs

Total Assets Over Time

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

$57,601,960$28,800,980$0199920112023YearValue
$51,023,607Latest year 2023

Participants Over Time

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

104520199920112023YearValue
104Latest year 2023

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
202410$0$1,147,007-
Horwood, Marcus & Berk Chartered 401K Profit Sharing-0-$1,147,007-
20231104$51,023,607$2,302,104$22,136iApproximate average salary by contribution assumption: employee only about $553,390 at 4% or $368,927 at 6%; with 50% employer match about $368,927 at 4% or $245,951 at 6%; with 100% employer match about $276,695 at 4% or $184,463 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-104$51,023,607$2,302,104$22,136iApproximate average salary by contribution assumption: employee only about $553,390 at 4% or $368,927 at 6%; with 50% employer match about $368,927 at 4% or $245,951 at 6%; with 100% employer match about $276,695 at 4% or $184,463 at 6%.
2022194$47,547,705$2,343,318$24,929iApproximate average salary by contribution assumption: employee only about $623,223 at 4% or $415,482 at 6%; with 50% employer match about $415,482 at 4% or $276,988 at 6%; with 100% employer match about $311,611 at 4% or $207,741 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-94$47,547,705$2,343,318$24,929iApproximate average salary by contribution assumption: employee only about $623,223 at 4% or $415,482 at 6%; with 50% employer match about $415,482 at 4% or $276,988 at 6%; with 100% employer match about $311,611 at 4% or $207,741 at 6%.
2021192$57,601,960$2,474,168$26,893iApproximate average salary by contribution assumption: employee only about $672,328 at 4% or $448,219 at 6%; with 50% employer match about $448,219 at 4% or $298,813 at 6%; with 100% employer match about $336,164 at 4% or $224,109 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-92$57,601,960$2,474,168$26,893iApproximate average salary by contribution assumption: employee only about $672,328 at 4% or $448,219 at 6%; with 50% employer match about $448,219 at 4% or $298,813 at 6%; with 100% employer match about $336,164 at 4% or $224,109 at 6%.
2020194$50,585,225$2,252,695$23,965iApproximate average salary by contribution assumption: employee only about $599,121 at 4% or $399,414 at 6%; with 50% employer match about $399,414 at 4% or $266,276 at 6%; with 100% employer match about $299,561 at 4% or $199,707 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-94$50,585,225$2,252,695$23,965iApproximate average salary by contribution assumption: employee only about $599,121 at 4% or $399,414 at 6%; with 50% employer match about $399,414 at 4% or $266,276 at 6%; with 100% employer match about $299,561 at 4% or $199,707 at 6%.
2019197$42,218,146$2,639,664$27,213iApproximate average salary by contribution assumption: employee only about $680,326 at 4% or $453,551 at 6%; with 50% employer match about $453,551 at 4% or $302,367 at 6%; with 100% employer match about $340,163 at 4% or $226,775 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-97$42,218,146$2,639,664$27,213iApproximate average salary by contribution assumption: employee only about $680,326 at 4% or $453,551 at 6%; with 50% employer match about $453,551 at 4% or $302,367 at 6%; with 100% employer match about $340,163 at 4% or $226,775 at 6%.
2018190$34,747,752$2,077,148$23,079iApproximate average salary by contribution assumption: employee only about $576,986 at 4% or $384,657 at 6%; with 50% employer match about $384,657 at 4% or $256,438 at 6%; with 100% employer match about $288,493 at 4% or $192,329 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-90$34,747,752$2,077,148$23,079iApproximate average salary by contribution assumption: employee only about $576,986 at 4% or $384,657 at 6%; with 50% employer match about $384,657 at 4% or $256,438 at 6%; with 100% employer match about $288,493 at 4% or $192,329 at 6%.
2017191$35,113,807$1,908,378$20,971iApproximate average salary by contribution assumption: employee only about $524,280 at 4% or $349,520 at 6%; with 50% employer match about $349,520 at 4% or $233,013 at 6%; with 100% employer match about $262,140 at 4% or $174,760 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-91$35,113,807$1,908,378$20,971iApproximate average salary by contribution assumption: employee only about $524,280 at 4% or $349,520 at 6%; with 50% employer match about $349,520 at 4% or $233,013 at 6%; with 100% employer match about $262,140 at 4% or $174,760 at 6%.
2016190$29,689,972$1,982,819$22,031iApproximate average salary by contribution assumption: employee only about $550,783 at 4% or $367,189 at 6%; with 50% employer match about $367,189 at 4% or $244,792 at 6%; with 100% employer match about $275,392 at 4% or $183,594 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-90$29,689,972$1,982,819$22,031iApproximate average salary by contribution assumption: employee only about $550,783 at 4% or $367,189 at 6%; with 50% employer match about $367,189 at 4% or $244,792 at 6%; with 100% employer match about $275,392 at 4% or $183,594 at 6%.
2015193$26,258,742$2,122,958$22,828iApproximate average salary by contribution assumption: employee only about $570,688 at 4% or $380,458 at 6%; with 50% employer match about $380,458 at 4% or $253,639 at 6%; with 100% employer match about $285,344 at 4% or $190,229 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-93$26,258,742$2,122,958$22,828iApproximate average salary by contribution assumption: employee only about $570,688 at 4% or $380,458 at 6%; with 50% employer match about $380,458 at 4% or $253,639 at 6%; with 100% employer match about $285,344 at 4% or $190,229 at 6%.
2014178$25,167,776$1,435,744$18,407iApproximate average salary by contribution assumption: employee only about $460,174 at 4% or $306,783 at 6%; with 50% employer match about $306,783 at 4% or $204,522 at 6%; with 100% employer match about $230,087 at 4% or $153,391 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-78$25,167,776$1,435,744$18,407iApproximate average salary by contribution assumption: employee only about $460,174 at 4% or $306,783 at 6%; with 50% employer match about $306,783 at 4% or $204,522 at 6%; with 100% employer match about $230,087 at 4% or $153,391 at 6%.
2013184$23,004,986$1,024,776$12,200iApproximate average salary by contribution assumption: employee only about $304,993 at 4% or $203,329 at 6%; with 50% employer match about $203,329 at 4% or $135,552 at 6%; with 100% employer match about $152,496 at 4% or $101,664 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-84$23,004,986$1,024,776$12,200iApproximate average salary by contribution assumption: employee only about $304,993 at 4% or $203,329 at 6%; with 50% employer match about $203,329 at 4% or $135,552 at 6%; with 100% employer match about $152,496 at 4% or $101,664 at 6%.
2012182$19,444,232$1,384,173$16,880iApproximate average salary by contribution assumption: employee only about $422,004 at 4% or $281,336 at 6%; with 50% employer match about $281,336 at 4% or $187,557 at 6%; with 100% employer match about $211,002 at 4% or $140,668 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-82$19,444,232$1,384,173$16,880iApproximate average salary by contribution assumption: employee only about $422,004 at 4% or $281,336 at 6%; with 50% employer match about $281,336 at 4% or $187,557 at 6%; with 100% employer match about $211,002 at 4% or $140,668 at 6%.
2011170$16,235,869$1,211,534$17,308iApproximate average salary by contribution assumption: employee only about $432,691 at 4% or $288,460 at 6%; with 50% employer match about $288,460 at 4% or $192,307 at 6%; with 100% employer match about $216,345 at 4% or $144,230 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-70$16,235,869$1,211,534$17,308iApproximate average salary by contribution assumption: employee only about $432,691 at 4% or $288,460 at 6%; with 50% employer match about $288,460 at 4% or $192,307 at 6%; with 100% employer match about $216,345 at 4% or $144,230 at 6%.
2010168$16,104,719$1,101,739$16,202iApproximate average salary by contribution assumption: employee only about $405,051 at 4% or $270,034 at 6%; with 50% employer match about $270,034 at 4% or $180,023 at 6%; with 100% employer match about $202,526 at 4% or $135,017 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-68$16,104,719$1,101,739$16,202iApproximate average salary by contribution assumption: employee only about $405,051 at 4% or $270,034 at 6%; with 50% employer match about $270,034 at 4% or $180,023 at 6%; with 100% employer match about $202,526 at 4% or $135,017 at 6%.
2009182$14,083,694$1,180,809$14,400iApproximate average salary by contribution assumption: employee only about $360,003 at 4% or $240,002 at 6%; with 50% employer match about $240,002 at 4% or $160,001 at 6%; with 100% employer match about $180,001 at 4% or $120,001 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-82$14,083,694$1,180,809$14,400iApproximate average salary by contribution assumption: employee only about $360,003 at 4% or $240,002 at 6%; with 50% employer match about $240,002 at 4% or $160,001 at 6%; with 100% employer match about $180,001 at 4% or $120,001 at 6%.
2008174$9,961,337$1,210,268$16,355iApproximate average salary by contribution assumption: employee only about $408,874 at 4% or $272,583 at 6%; with 50% employer match about $272,583 at 4% or $181,722 at 6%; with 100% employer match about $204,437 at 4% or $136,291 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-74$9,961,337$1,210,268$16,355iApproximate average salary by contribution assumption: employee only about $408,874 at 4% or $272,583 at 6%; with 50% employer match about $272,583 at 4% or $181,722 at 6%; with 100% employer match about $204,437 at 4% or $136,291 at 6%.
2007178$14,116,654$1,478,865$18,960iApproximate average salary by contribution assumption: employee only about $473,995 at 4% or $315,997 at 6%; with 50% employer match about $315,997 at 4% or $210,665 at 6%; with 100% employer match about $236,998 at 4% or $157,998 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-78$14,116,654$1,478,865$18,960iApproximate average salary by contribution assumption: employee only about $473,995 at 4% or $315,997 at 6%; with 50% employer match about $315,997 at 4% or $210,665 at 6%; with 100% employer match about $236,998 at 4% or $157,998 at 6%.
2006174$11,793,856$1,069,219$14,449iApproximate average salary by contribution assumption: employee only about $361,223 at 4% or $240,815 at 6%; with 50% employer match about $240,815 at 4% or $160,543 at 6%; with 100% employer match about $180,611 at 4% or $120,408 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-74$11,793,856$1,069,219$14,449iApproximate average salary by contribution assumption: employee only about $361,223 at 4% or $240,815 at 6%; with 50% employer match about $240,815 at 4% or $160,543 at 6%; with 100% employer match about $180,611 at 4% or $120,408 at 6%.
2005168$9,599,415$908,556$13,361iApproximate average salary by contribution assumption: employee only about $334,028 at 4% or $222,685 at 6%; with 50% employer match about $222,685 at 4% or $148,457 at 6%; with 100% employer match about $167,014 at 4% or $111,343 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-68$9,599,415$908,556$13,361iApproximate average salary by contribution assumption: employee only about $334,028 at 4% or $222,685 at 6%; with 50% employer match about $222,685 at 4% or $148,457 at 6%; with 100% employer match about $167,014 at 4% or $111,343 at 6%.
2004167$7,837,960$771,341$11,513iApproximate average salary by contribution assumption: employee only about $287,814 at 4% or $191,876 at 6%; with 50% employer match about $191,876 at 4% or $127,917 at 6%; with 100% employer match about $143,907 at 4% or $95,938 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-67$7,837,960$771,341$11,513iApproximate average salary by contribution assumption: employee only about $287,814 at 4% or $191,876 at 6%; with 50% employer match about $191,876 at 4% or $127,917 at 6%; with 100% employer match about $143,907 at 4% or $95,938 at 6%.
2003162$6,701,864$743,128$11,986iApproximate average salary by contribution assumption: employee only about $299,648 at 4% or $199,766 at 6%; with 50% employer match about $199,766 at 4% or $133,177 at 6%; with 100% employer match about $149,824 at 4% or $99,883 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-62$6,701,864$743,128$11,986iApproximate average salary by contribution assumption: employee only about $299,648 at 4% or $199,766 at 6%; with 50% employer match about $199,766 at 4% or $133,177 at 6%; with 100% employer match about $149,824 at 4% or $99,883 at 6%.
2002160$4,669,997$664,803$11,080iApproximate average salary by contribution assumption: employee only about $277,001 at 4% or $184,668 at 6%; with 50% employer match about $184,668 at 4% or $123,112 at 6%; with 100% employer match about $138,501 at 4% or $92,334 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-60$4,669,997$664,803$11,080iApproximate average salary by contribution assumption: employee only about $277,001 at 4% or $184,668 at 6%; with 50% employer match about $184,668 at 4% or $123,112 at 6%; with 100% employer match about $138,501 at 4% or $92,334 at 6%.
2001160$4,801,729$610,787$10,180iApproximate average salary by contribution assumption: employee only about $254,495 at 4% or $169,663 at 6%; with 50% employer match about $169,663 at 4% or $113,109 at 6%; with 100% employer match about $127,247 at 4% or $84,832 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-60$4,801,729$610,787$10,180iApproximate average salary by contribution assumption: employee only about $254,495 at 4% or $169,663 at 6%; with 50% employer match about $169,663 at 4% or $113,109 at 6%; with 100% employer match about $127,247 at 4% or $84,832 at 6%.
2000155$4,646,115$570,032$10,364iApproximate average salary by contribution assumption: employee only about $259,105 at 4% or $172,737 at 6%; with 50% employer match about $172,737 at 4% or $115,158 at 6%; with 100% employer match about $129,553 at 4% or $86,368 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-55$4,646,115$570,032$10,364iApproximate average salary by contribution assumption: employee only about $259,105 at 4% or $172,737 at 6%; with 50% employer match about $172,737 at 4% or $115,158 at 6%; with 100% employer match about $129,553 at 4% or $86,368 at 6%.
1999148$4,340,898$443,893$9,248iApproximate average salary by contribution assumption: employee only about $231,194 at 4% or $154,130 at 6%; with 50% employer match about $154,130 at 4% or $102,753 at 6%; with 100% employer match about $115,597 at 4% or $77,065 at 6%.
Horwood, Marcus & Berk Chartered 401K Profit Sharing-48$4,340,898$443,893$9,248iApproximate average salary by contribution assumption: employee only about $231,194 at 4% or $154,130 at 6%; with 50% employer match about $154,130 at 4% or $102,753 at 6%; with 100% employer match about $115,597 at 4% or $77,065 at 6%.