Civic Intelligence

GARRETSON SANTORA URGO AND NUGENT, LTD.

Plan context: Garretson & Santora Ltd. Retirement Plan and Trust

EIN 36-3667227 • Chicago, IL • 18 filings • 4 plans

Two N. Lasalle St.Suite 1800Chicago, IL 60602
Current Snapshot

Latest Year

2015

2015 Participants

32

2015 Assets

$2,422,652

2015 Contributions

$18,818

Historical Graphs

Total Assets Over Time

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

$4,539,170$2,269,585$0199920092015YearValue
$2,422,652Latest year 2015

Participants Over Time

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

46230199920072015YearValue
32Latest year 2015

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
2015132$2,422,652$18,818$588iApproximate average salary by contribution assumption: employee only about $14,702 at 4% or $9,801 at 6%; with 50% employer match about $9,801 at 4% or $6,534 at 6%; with 100% employer match about $7,351 at 4% or $4,901 at 6%.
Garretson & Santora Ltd. Retirement Plan and Trust-32$2,422,652$18,818$588iApproximate average salary by contribution assumption: employee only about $14,702 at 4% or $9,801 at 6%; with 50% employer match about $9,801 at 4% or $6,534 at 6%; with 100% employer match about $7,351 at 4% or $4,901 at 6%.
2014131$3,340,943$181$6iApproximate average salary by contribution assumption: employee only about $146 at 4% or $97 at 6%; with 50% employer match about $97 at 4% or $65 at 6%; with 100% employer match about $73 at 4% or $49 at 6%.
Garretson & Santora Ltd. Retirement Plan and Trust-31$3,340,943$181$6iApproximate average salary by contribution assumption: employee only about $146 at 4% or $97 at 6%; with 50% employer match about $97 at 4% or $65 at 6%; with 100% employer match about $73 at 4% or $49 at 6%.
2013135$3,121,001$0-
Garretson & Santora Ltd. Retirement Plan and Trust-35$3,121,001$0-
2012137$4,510,750$0-
Garretson & Santora Ltd. Retirement Plan and Trust-37$4,510,750$0-
2011145$4,152,668$0-
Garretson & Santora Ltd. Retirement Plan and Trust-45$4,152,668--
2010246$4,539,170$0-
Garretson & Santora Ltd. Retirement Plan and Trust-46$4,539,170--
GARRETSON SANTORA URGO AND NUGENT, LTD. MONEY PURCHASE PENSION PLAN-0$0$0-
2009246$4,228,595$0-
GARRETSON SANTORA URGO AND NUGENT, LTD. MONEY PURCHASE PENSION PLAN-11$2,273,938$0-
Garretson & Santora Ltd. Retirement Plan and Trust-46$1,954,657--
2007133$2,114,913$0-
Garretson & Santora Ltd. Retirement Plan and Trust-33$2,114,913--
2006132$2,006,459$0-
Garretson & Santora Ltd. Retirement Plan and Trust-32$2,006,459--
2005233$3,849,038$442,474$13,408iApproximate average salary by contribution assumption: employee only about $335,208 at 4% or $223,472 at 6%; with 50% employer match about $223,472 at 4% or $148,981 at 6%; with 100% employer match about $167,604 at 4% or $111,736 at 6%.
Garretson & Santora Ltd. Retirement Plan and Trust-33$1,924,519$221,237$6,704iApproximate average salary by contribution assumption: employee only about $167,604 at 4% or $111,736 at 6%; with 50% employer match about $111,736 at 4% or $74,491 at 6%; with 100% employer match about $83,802 at 4% or $55,868 at 6%.
Garretson & Santora Ltd. Retirement Plan and Trust-33$1,924,519$221,237$6,704iApproximate average salary by contribution assumption: employee only about $167,604 at 4% or $111,736 at 6%; with 50% employer match about $111,736 at 4% or $74,491 at 6%; with 100% employer match about $83,802 at 4% or $55,868 at 6%.
2004134$1,793,844$216,096$6,356iApproximate average salary by contribution assumption: employee only about $158,894 at 4% or $105,929 at 6%; with 50% employer match about $105,929 at 4% or $70,620 at 6%; with 100% employer match about $79,447 at 4% or $52,965 at 6%.
Garretson & Santora Ltd. Retirement Plan and Trust-34$1,793,844$216,096$6,356iApproximate average salary by contribution assumption: employee only about $158,894 at 4% or $105,929 at 6%; with 50% employer match about $105,929 at 4% or $70,620 at 6%; with 100% employer match about $79,447 at 4% or $52,965 at 6%.
2002143$1,322,288$97,908$2,277iApproximate average salary by contribution assumption: employee only about $56,923 at 4% or $37,949 at 6%; with 50% employer match about $37,949 at 4% or $25,299 at 6%; with 100% employer match about $28,462 at 4% or $18,974 at 6%.
Garretson & Santora Ltd. Retirement Plan and Trust-43$1,322,288$97,908$2,277iApproximate average salary by contribution assumption: employee only about $56,923 at 4% or $37,949 at 6%; with 50% employer match about $37,949 at 4% or $25,299 at 6%; with 100% employer match about $28,462 at 4% or $18,974 at 6%.
2001140$0$0-
Garretson & Santora Ltd. Retirement Plan and Trust-40---
2000141$1,649,539$115,422$2,815iApproximate average salary by contribution assumption: employee only about $70,379 at 4% or $46,920 at 6%; with 50% employer match about $46,920 at 4% or $31,280 at 6%; with 100% employer match about $35,190 at 4% or $23,460 at 6%.
Garretson & Santora Ltd. Retirement Plan and Trust-41$1,649,539$115,422$2,815iApproximate average salary by contribution assumption: employee only about $70,379 at 4% or $46,920 at 6%; with 50% employer match about $46,920 at 4% or $31,280 at 6%; with 100% employer match about $35,190 at 4% or $23,460 at 6%.
1999138$1,634,847$108,358$2,852iApproximate average salary by contribution assumption: employee only about $71,288 at 4% or $47,525 at 6%; with 50% employer match about $47,525 at 4% or $31,684 at 6%; with 100% employer match about $35,644 at 4% or $23,763 at 6%.
Garretson & Santora Ltd. Retirement Plan and Trust-38$1,634,847$108,358$2,852iApproximate average salary by contribution assumption: employee only about $71,288 at 4% or $47,525 at 6%; with 50% employer match about $47,525 at 4% or $31,684 at 6%; with 100% employer match about $35,644 at 4% or $23,763 at 6%.