Schain, Burney, Ross & Citron Ltd.
Plan context: Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust
EIN 36-3360510 • Chicago, IL • 30 filings • 5 plans
Current Snapshot
Latest Year
2010
2010 Participants
65
2010 Assets
$4,336,786
2010 Contributions
$84,239
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 |
|---|---|---|---|---|---|
| 2010 | 2 | 0 | $0 | $84,239 | - |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 0 | $0 | $3,400 | - |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 0 | $0 | $80,839 | - |
| 2009 | 3 | 65 | $4,336,786 | $352,470 | $5,423iApproximate average salary by contribution assumption: employee only about $135,565 at 4% or $90,377 at 6%; with 50% employer match about $90,377 at 4% or $60,251 at 6%; with 100% employer match about $67,783 at 4% or $45,188 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 65 | $4,245,909 | $325,370 | $5,006iApproximate average salary by contribution assumption: employee only about $125,142 at 4% or $83,428 at 6%; with 50% employer match about $83,428 at 4% or $55,619 at 6%; with 100% employer match about $62,571 at 4% or $41,714 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 11 | $90,877 | $2,100 | $191iApproximate average salary by contribution assumption: employee only about $4,773 at 4% or $3,182 at 6%; with 50% employer match about $3,182 at 4% or $2,121 at 6%; with 100% employer match about $2,386 at 4% or $1,591 at 6%. |
| SCHAIN, BURNEY, ROSS & CITRON, LTD. TOP HEAVY PENSION PLAN AND TRUST | - | 0 | $0 | $25,000 | - |
| 2008 | 3 | 58 | $292,588 | $34,401 | $593iApproximate average salary by contribution assumption: employee only about $14,828 at 4% or $9,885 at 6%; with 50% employer match about $9,885 at 4% or $6,590 at 6%; with 100% employer match about $7,414 at 4% or $4,943 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 33 | $156,211 | $6,901 | $209iApproximate average salary by contribution assumption: employee only about $5,228 at 4% or $3,485 at 6%; with 50% employer match about $3,485 at 4% or $2,324 at 6%; with 100% employer match about $2,614 at 4% or $1,743 at 6%. |
| SCHAIN, BURNEY, ROSS & CITRON, LTD. TOP HEAVY PENSION PLAN AND TRUST | - | 24 | $136,377 | $27,500 | $1,146iApproximate average salary by contribution assumption: employee only about $28,646 at 4% or $19,097 at 6%; with 50% employer match about $19,097 at 4% or $12,731 at 6%; with 100% employer match about $14,323 at 4% or $9,549 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 58 | - | - | - |
| 2007 | 3 | 75 | $0 | $0 | - |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 35 | - | - | - |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 75 | - | - | - |
| SCHAIN, BURNEY, ROSS & CITRON, LTD. TOP HEAVY PENSION PLAN AND TRUST | - | 26 | - | - | - |
| 2006 | 3 | 73 | $5,733,031 | $773,464 | $10,595iApproximate average salary by contribution assumption: employee only about $264,885 at 4% or $176,590 at 6%; with 50% employer match about $176,590 at 4% or $117,727 at 6%; with 100% employer match about $132,442 at 4% or $88,295 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 73 | $5,373,475 | $743,464 | $10,184iApproximate average salary by contribution assumption: employee only about $254,611 at 4% or $169,741 at 6%; with 50% employer match about $169,741 at 4% or $113,160 at 6%; with 100% employer match about $127,305 at 4% or $84,870 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 38 | $197,150 | - | - |
| SCHAIN, BURNEY, ROSS & CITRON, LTD. TOP HEAVY PENSION PLAN AND TRUST | - | 29 | $162,406 | $30,000 | $1,034iApproximate average salary by contribution assumption: employee only about $25,862 at 4% or $17,241 at 6%; with 50% employer match about $17,241 at 4% or $11,494 at 6%; with 100% employer match about $12,931 at 4% or $8,621 at 6%. |
| 2005 | 3 | 67 | $4,622,588 | $684,246 | $10,213iApproximate average salary by contribution assumption: employee only about $255,316 at 4% or $170,210 at 6%; with 50% employer match about $170,210 at 4% or $113,474 at 6%; with 100% employer match about $127,658 at 4% or $85,105 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 67 | $4,295,018 | $658,683 | $9,831iApproximate average salary by contribution assumption: employee only about $245,777 at 4% or $163,851 at 6%; with 50% employer match about $163,851 at 4% or $109,234 at 6%; with 100% employer match about $122,889 at 4% or $81,926 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 46 | $180,820 | - | - |
| SCHAIN, BURNEY, ROSS & CITRON, LTD. TOP HEAVY PENSION PLAN AND TRUST | - | 38 | $146,750 | $25,563 | $673iApproximate average salary by contribution assumption: employee only about $16,818 at 4% or $11,212 at 6%; with 50% employer match about $11,212 at 4% or $7,475 at 6%; with 100% employer match about $8,409 at 4% or $5,606 at 6%. |
| 2004 | 3 | 62 | $3,837,346 | $583,282 | $9,408iApproximate average salary by contribution assumption: employee only about $235,194 at 4% or $156,796 at 6%; with 50% employer match about $156,796 at 4% or $104,531 at 6%; with 100% employer match about $117,597 at 4% or $78,398 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 62 | $3,543,156 | $581,345 | $9,377iApproximate average salary by contribution assumption: employee only about $234,413 at 4% or $156,276 at 6%; with 50% employer match about $156,276 at 4% or $104,184 at 6%; with 100% employer match about $117,207 at 4% or $78,138 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 49 | $174,034 | - | - |
| SCHAIN, BURNEY, ROSS & CITRON, LTD. TOP HEAVY PENSION PLAN AND TRUST | - | 42 | $120,156 | $1,937 | $46iApproximate average salary by contribution assumption: employee only about $1,153 at 4% or $769 at 6%; with 50% employer match about $769 at 4% or $512 at 6%; with 100% employer match about $576 at 4% or $384 at 6%. |
| 2003 | 3 | 56 | $3,013,272 | $661,210 | $11,807iApproximate average salary by contribution assumption: employee only about $295,183 at 4% or $196,789 at 6%; with 50% employer match about $196,789 at 4% or $131,192 at 6%; with 100% employer match about $147,592 at 4% or $98,394 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 56 | $2,722,835 | $510,168 | $9,110iApproximate average salary by contribution assumption: employee only about $227,754 at 4% or $151,836 at 6%; with 50% employer match about $151,836 at 4% or $101,224 at 6%; with 100% employer match about $113,877 at 4% or $75,918 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 52 | $173,488 | $34,093 | $656iApproximate average salary by contribution assumption: employee only about $16,391 at 4% or $10,927 at 6%; with 50% employer match about $10,927 at 4% or $7,285 at 6%; with 100% employer match about $8,195 at 4% or $5,464 at 6%. |
| SCHAIN, BURNEY, ROSS & CITRON, LTD. TOP HEAVY PENSION PLAN AND TRUST | - | 47 | $116,949 | $116,949 | $2,488iApproximate average salary by contribution assumption: employee only about $62,207 at 4% or $41,471 at 6%; with 50% employer match about $41,471 at 4% or $27,648 at 6%; with 100% employer match about $31,103 at 4% or $20,736 at 6%. |
| 2002 | 2 | 54 | $1,979,095 | $451,289 | $8,357iApproximate average salary by contribution assumption: employee only about $208,930 at 4% or $139,287 at 6%; with 50% employer match about $139,287 at 4% or $92,858 at 6%; with 100% employer match about $104,465 at 4% or $69,643 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 54 | $1,868,273 | $395,011 | $7,315iApproximate average salary by contribution assumption: employee only about $182,875 at 4% or $121,917 at 6%; with 50% employer match about $121,917 at 4% or $81,278 at 6%; with 100% employer match about $91,438 at 4% or $60,958 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 50 | $110,822 | $56,278 | $1,126iApproximate average salary by contribution assumption: employee only about $28,139 at 4% or $18,759 at 6%; with 50% employer match about $18,759 at 4% or $12,506 at 6%; with 100% employer match about $14,069 at 4% or $9,380 at 6%. |
| 2001 | 3 | 51 | $0 | $0 | - |
| Schain, Burney, Ross & Citron Ltd. Defined Benefit Pension Plan and Trust | - | 47 | - | - | - |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 51 | - | - | - |
| SCHAIN, BURNEY, ROSS & CITRON LTD. FLEXIBLE BENEFIT PLAN | - | 0 | - | - | - |
| 2000 | 1 | 47 | $1,780,935 | $271,810 | $5,783iApproximate average salary by contribution assumption: employee only about $144,580 at 4% or $96,387 at 6%; with 50% employer match about $96,387 at 4% or $64,258 at 6%; with 100% employer match about $72,290 at 4% or $48,193 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 47 | $1,780,935 | $271,810 | $5,783iApproximate average salary by contribution assumption: employee only about $144,580 at 4% or $96,387 at 6%; with 50% employer match about $96,387 at 4% or $64,258 at 6%; with 100% employer match about $72,290 at 4% or $48,193 at 6%. |
| 1999 | 1 | 43 | $1,872,782 | $242,268 | $5,634iApproximate average salary by contribution assumption: employee only about $140,853 at 4% or $93,902 at 6%; with 50% employer match about $93,902 at 4% or $62,602 at 6%; with 100% employer match about $70,427 at 4% or $46,951 at 6%. |
| Schain, Burney, Ross & Citron Ltd. Savings Plan and Trust | - | 43 | $1,872,782 | $242,268 | $5,634iApproximate average salary by contribution assumption: employee only about $140,853 at 4% or $93,902 at 6%; with 50% employer match about $93,902 at 4% or $62,602 at 6%; with 100% employer match about $70,427 at 4% or $46,951 at 6%. |