Thorelli & Associates
Plan context: Thorelli & Associates Profit Sharing Plan & Trust
EIN 36-3387450 • Chicago, IL • 45 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$945,841
2024 Contributions
$111,180
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $945,841 | $111,180 | $9,265iApproximate average salary by contribution assumption: employee only about $231,625 at 4% or $154,417 at 6%; with 50% employer match about $154,417 at 4% or $102,944 at 6%; with 100% employer match about $115,813 at 4% or $77,208 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 12 | $945,841 | $111,180 | $9,265iApproximate average salary by contribution assumption: employee only about $231,625 at 4% or $154,417 at 6%; with 50% employer match about $154,417 at 4% or $102,944 at 6%; with 100% employer match about $115,813 at 4% or $77,208 at 6%. |
| 2023 | 1 | 10 | $752,987 | $114,679 | $11,468iApproximate average salary by contribution assumption: employee only about $286,698 at 4% or $191,132 at 6%; with 50% employer match about $191,132 at 4% or $127,421 at 6%; with 100% employer match about $143,349 at 4% or $95,566 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 10 | $752,987 | $114,679 | $11,468iApproximate average salary by contribution assumption: employee only about $286,698 at 4% or $191,132 at 6%; with 50% employer match about $191,132 at 4% or $127,421 at 6%; with 100% employer match about $143,349 at 4% or $95,566 at 6%. |
| 2022 | 1 | 7 | $557,062 | $105,509 | $15,073iApproximate average salary by contribution assumption: employee only about $376,818 at 4% or $251,212 at 6%; with 50% employer match about $251,212 at 4% or $167,475 at 6%; with 100% employer match about $188,409 at 4% or $125,606 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 7 | $557,062 | $105,509 | $15,073iApproximate average salary by contribution assumption: employee only about $376,818 at 4% or $251,212 at 6%; with 50% employer match about $251,212 at 4% or $167,475 at 6%; with 100% employer match about $188,409 at 4% or $125,606 at 6%. |
| 2021 | 2 | 6 | $529,657 | $66,776 | $11,129iApproximate average salary by contribution assumption: employee only about $278,233 at 4% or $185,489 at 6%; with 50% employer match about $185,489 at 4% or $123,659 at 6%; with 100% employer match about $139,117 at 4% or $92,744 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 6 | $529,657 | $66,776 | $11,129iApproximate average salary by contribution assumption: employee only about $278,233 at 4% or $185,489 at 6%; with 50% employer match about $185,489 at 4% or $123,659 at 6%; with 100% employer match about $139,117 at 4% or $92,744 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 0 | $0 | - | - |
| 2020 | 2 | 6 | $2,158,550 | $131,295 | $21,883iApproximate average salary by contribution assumption: employee only about $547,063 at 4% or $364,708 at 6%; with 50% employer match about $364,708 at 4% or $243,139 at 6%; with 100% employer match about $273,531 at 4% or $182,354 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 1 | $1,231,882 | $90,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 6 | $926,668 | $41,295 | $6,883iApproximate average salary by contribution assumption: employee only about $172,063 at 4% or $114,708 at 6%; with 50% employer match about $114,708 at 4% or $76,472 at 6%; with 100% employer match about $86,031 at 4% or $57,354 at 6%. |
| 2019 | 2 | 7 | $3,708,861 | $346,791 | $49,542iApproximate average salary by contribution assumption: employee only about $1,238,539 at 4% or $825,693 at 6%; with 50% employer match about $825,693 at 4% or $550,462 at 6%; with 100% employer match about $619,270 at 4% or $412,846 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 7 | $2,949,561 | $300,000 | $42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 6 | $759,300 | $46,791 | $7,799iApproximate average salary by contribution assumption: employee only about $194,963 at 4% or $129,975 at 6%; with 50% employer match about $129,975 at 4% or $86,650 at 6%; with 100% employer match about $97,481 at 4% or $64,988 at 6%. |
| 2018 | 2 | 7 | $3,072,530 | $387,656 | $55,379iApproximate average salary by contribution assumption: employee only about $1,384,486 at 4% or $922,990 at 6%; with 50% employer match about $922,990 at 4% or $615,327 at 6%; with 100% employer match about $692,243 at 4% or $461,495 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 6 | $2,249,971 | $325,000 | $54,167iApproximate average salary by contribution assumption: employee only about $1,354,167 at 4% or $902,778 at 6%; with 50% employer match about $902,778 at 4% or $601,852 at 6%; with 100% employer match about $677,083 at 4% or $451,389 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 7 | $822,559 | $62,656 | $8,951iApproximate average salary by contribution assumption: employee only about $223,771 at 4% or $149,181 at 6%; with 50% employer match about $149,181 at 4% or $99,454 at 6%; with 100% employer match about $111,886 at 4% or $74,590 at 6%. |
| 2017 | 2 | 8 | $2,906,800 | $290,000 | $36,250iApproximate average salary by contribution assumption: employee only about $906,250 at 4% or $604,167 at 6%; with 50% employer match about $604,167 at 4% or $402,778 at 6%; with 100% employer match about $453,125 at 4% or $302,083 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 7 | $2,078,518 | $230,000 | $32,857iApproximate average salary by contribution assumption: employee only about $821,429 at 4% or $547,619 at 6%; with 50% employer match about $547,619 at 4% or $365,079 at 6%; with 100% employer match about $410,714 at 4% or $273,810 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 8 | $828,282 | $60,000 | $7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%. |
| 2016 | 2 | 5 | $2,356,183 | $252,000 | $50,400iApproximate average salary by contribution assumption: employee only about $1,260,000 at 4% or $840,000 at 6%; with 50% employer match about $840,000 at 4% or $560,000 at 6%; with 100% employer match about $630,000 at 4% or $420,000 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 4 | $1,682,377 | $200,000 | $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%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 5 | $673,806 | $52,000 | $10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%. |
| 2015 | 2 | 6 | $1,928,369 | $242,662 | $40,444iApproximate average salary by contribution assumption: employee only about $1,011,092 at 4% or $674,061 at 6%; with 50% employer match about $674,061 at 4% or $449,374 at 6%; with 100% employer match about $505,546 at 4% or $337,031 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 5 | $1,342,847 | $200,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 6 | $585,522 | $42,662 | $7,110iApproximate average salary by contribution assumption: employee only about $177,758 at 4% or $118,506 at 6%; with 50% employer match about $118,506 at 4% or $79,004 at 6%; with 100% employer match about $88,879 at 4% or $59,253 at 6%. |
| 2014 | 2 | 7 | $1,921,380 | $147,017 | $21,002iApproximate average salary by contribution assumption: employee only about $525,061 at 4% or $350,040 at 6%; with 50% employer match about $350,040 at 4% or $233,360 at 6%; with 100% employer match about $262,530 at 4% or $175,020 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 5 | $1,334,363 | $110,000 | $22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 7 | $587,017 | $37,017 | $5,288iApproximate average salary by contribution assumption: employee only about $132,204 at 4% or $88,136 at 6%; with 50% employer match about $88,136 at 4% or $58,757 at 6%; with 100% employer match about $66,102 at 4% or $44,068 at 6%. |
| 2013 | 2 | 6 | $1,963,513 | $140,180 | $23,363iApproximate average salary by contribution assumption: employee only about $584,083 at 4% or $389,389 at 6%; with 50% employer match about $389,389 at 4% or $259,593 at 6%; with 100% employer match about $292,042 at 4% or $194,694 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 6 | $1,421,607 | $100,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 6 | $541,906 | $40,180 | $6,697iApproximate average salary by contribution assumption: employee only about $167,417 at 4% or $111,611 at 6%; with 50% employer match about $111,611 at 4% or $74,407 at 6%; with 100% employer match about $83,708 at 4% or $55,806 at 6%. |
| 2012 | 2 | 6 | $1,632,257 | $100,000 | $16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 6 | $1,176,529 | $89,200 | $14,867iApproximate average salary by contribution assumption: employee only about $371,667 at 4% or $247,778 at 6%; with 50% employer match about $247,778 at 4% or $165,185 at 6%; with 100% employer match about $185,833 at 4% or $123,889 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 6 | $455,728 | $10,800 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| 2011 | 2 | 7 | $1,410,772 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 7 | $1,006,465 | $95,492 | $13,642iApproximate average salary by contribution assumption: employee only about $341,043 at 4% or $227,362 at 6%; with 50% employer match about $227,362 at 4% or $151,575 at 6%; with 100% employer match about $170,521 at 4% or $113,681 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 7 | $404,307 | $4,508 | $644iApproximate average salary by contribution assumption: employee only about $16,100 at 4% or $10,733 at 6%; with 50% employer match about $10,733 at 4% or $7,156 at 6%; with 100% employer match about $8,050 at 4% or $5,367 at 6%. |
| 2010 | 2 | 7 | $1,393,998 | $189,394 | $27,056iApproximate average salary by contribution assumption: employee only about $676,407 at 4% or $450,938 at 6%; with 50% employer match about $450,938 at 4% or $300,625 at 6%; with 100% employer match about $338,204 at 4% or $225,469 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 6 | $965,223 | $189,394 | $31,566iApproximate average salary by contribution assumption: employee only about $789,142 at 4% or $526,094 at 6%; with 50% employer match about $526,094 at 4% or $350,730 at 6%; with 100% employer match about $394,571 at 4% or $263,047 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 7 | $428,775 | $0 | - |
| 2009 | 2 | 9 | $1,074,823 | $166,152 | $18,461iApproximate average salary by contribution assumption: employee only about $461,533 at 4% or $307,689 at 6%; with 50% employer match about $307,689 at 4% or $205,126 at 6%; with 100% employer match about $230,767 at 4% or $153,844 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 9 | $685,043 | $140,219 | $15,580iApproximate average salary by contribution assumption: employee only about $389,497 at 4% or $259,665 at 6%; with 50% employer match about $259,665 at 4% or $173,110 at 6%; with 100% employer match about $194,749 at 4% or $129,832 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 8 | $389,780 | $25,933 | $3,242iApproximate average salary by contribution assumption: employee only about $81,041 at 4% or $54,027 at 6%; with 50% employer match about $54,027 at 4% or $36,018 at 6%; with 100% employer match about $40,520 at 4% or $27,014 at 6%. |
| 2008 | 2 | 5 | $292,472 | $11,349 | $2,270iApproximate average salary by contribution assumption: employee only about $56,745 at 4% or $37,830 at 6%; with 50% employer match about $37,830 at 4% or $25,220 at 6%; with 100% employer match about $28,373 at 4% or $18,915 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 5 | $292,472 | $11,349 | $2,270iApproximate average salary by contribution assumption: employee only about $56,745 at 4% or $37,830 at 6%; with 50% employer match about $37,830 at 4% or $25,220 at 6%; with 100% employer match about $28,373 at 4% or $18,915 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 5 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 4 | - | - | - |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2006 | 2 | 4 | $759,037 | $96,272 | $24,068iApproximate average salary by contribution assumption: employee only about $601,700 at 4% or $401,133 at 6%; with 50% employer match about $401,133 at 4% or $267,422 at 6%; with 100% employer match about $300,850 at 4% or $200,567 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 4 | $416,823 | $18,087 | $4,522iApproximate average salary by contribution assumption: employee only about $113,044 at 4% or $75,363 at 6%; with 50% employer match about $75,363 at 4% or $50,242 at 6%; with 100% employer match about $56,522 at 4% or $37,681 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 4 | $342,214 | $78,185 | $19,546iApproximate average salary by contribution assumption: employee only about $488,656 at 4% or $325,771 at 6%; with 50% employer match about $325,771 at 4% or $217,181 at 6%; with 100% employer match about $244,328 at 4% or $162,885 at 6%. |
| 2005 | 2 | 3 | $575,878 | $93,553 | $31,184iApproximate average salary by contribution assumption: employee only about $779,608 at 4% or $519,739 at 6%; with 50% employer match about $519,739 at 4% or $346,493 at 6%; with 100% employer match about $389,804 at 4% or $259,869 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 3 | $379,884 | $34,531 | $11,510iApproximate average salary by contribution assumption: employee only about $287,758 at 4% or $191,839 at 6%; with 50% employer match about $191,839 at 4% or $127,893 at 6%; with 100% employer match about $143,879 at 4% or $95,919 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 3 | $195,994 | $59,022 | $19,674iApproximate average salary by contribution assumption: employee only about $491,850 at 4% or $327,900 at 6%; with 50% employer match about $327,900 at 4% or $218,600 at 6%; with 100% employer match about $245,925 at 4% or $163,950 at 6%. |
| 2004 | 2 | 5 | $445,571 | $92,019 | $18,404iApproximate average salary by contribution assumption: employee only about $460,095 at 4% or $306,730 at 6%; with 50% employer match about $306,730 at 4% or $204,487 at 6%; with 100% employer match about $230,048 at 4% or $153,365 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 3 | $322,287 | $47,448 | $15,816iApproximate average salary by contribution assumption: employee only about $395,400 at 4% or $263,600 at 6%; with 50% employer match about $263,600 at 4% or $175,733 at 6%; with 100% employer match about $197,700 at 4% or $131,800 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 5 | $123,284 | $44,571 | $8,914iApproximate average salary by contribution assumption: employee only about $222,855 at 4% or $148,570 at 6%; with 50% employer match about $148,570 at 4% or $99,047 at 6%; with 100% employer match about $111,428 at 4% or $74,285 at 6%. |
| 2003 | 2 | 3 | $55,693 | $27,424 | $9,141iApproximate average salary by contribution assumption: employee only about $228,533 at 4% or $152,356 at 6%; with 50% employer match about $152,356 at 4% or $101,570 at 6%; with 100% employer match about $114,267 at 4% or $76,178 at 6%. |
| Thorelli & Associates PC., Cash Balance Pension Plan & Trust | - | 3 | $55,693 | $27,424 | $9,141iApproximate average salary by contribution assumption: employee only about $228,533 at 4% or $152,356 at 6%; with 50% employer match about $152,356 at 4% or $101,570 at 6%; with 100% employer match about $114,267 at 4% or $76,178 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 3 | - | - | - |
| 2002 | 2 | 3 | $200,299 | $74,475 | $24,825iApproximate average salary by contribution assumption: employee only about $620,625 at 4% or $413,750 at 6%; with 50% employer match about $413,750 at 4% or $275,833 at 6%; with 100% employer match about $310,313 at 4% or $206,875 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 3 | $173,174 | $47,350 | $15,783iApproximate average salary by contribution assumption: employee only about $394,583 at 4% or $263,056 at 6%; with 50% employer match about $263,056 at 4% or $175,370 at 6%; with 100% employer match about $197,292 at 4% or $131,528 at 6%. |
| THORELLI & KOPIWODA CASH BALANCE PENSION PLAN & TRUST | - | 3 | $27,125 | $27,125 | $9,042iApproximate average salary by contribution assumption: employee only about $226,042 at 4% or $150,694 at 6%; with 50% employer match about $150,694 at 4% or $100,463 at 6%; with 100% employer match about $113,021 at 4% or $75,347 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 3 | - | - | - |
| 1999 | 1 | 1 | $58,773 | $26,319 | $26,319iApproximate average salary by contribution assumption: employee only about $657,975 at 4% or $438,650 at 6%; with 50% employer match about $438,650 at 4% or $292,433 at 6%; with 100% employer match about $328,988 at 4% or $219,325 at 6%. |
| Thorelli & Associates Profit Sharing Plan & Trust | - | 1 | $58,773 | $26,319 | $26,319iApproximate average salary by contribution assumption: employee only about $657,975 at 4% or $438,650 at 6%; with 50% employer match about $438,650 at 4% or $292,433 at 6%; with 100% employer match about $328,988 at 4% or $219,325 at 6%. |