STOWELL & FRIEDMAN, LTD. PENSION PLAN
Plan context: Stowell & Friedman Ltd. 401(K) Plan
EIN 36-3688192 • Chicago, IL • 26 filings • 4 plans
Current Snapshot
Latest Year
2021
2021 Participants
16
2021 Assets
$12,780,607
2021 Contributions
$253,315
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 16 | $12,780,607 | $253,315 | $15,832iApproximate average salary by contribution assumption: employee only about $395,805 at 4% or $263,870 at 6%; with 50% employer match about $263,870 at 4% or $175,913 at 6%; with 100% employer match about $197,902 at 4% or $131,935 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 16 | $12,780,607 | $253,315 | $15,832iApproximate average salary by contribution assumption: employee only about $395,805 at 4% or $263,870 at 6%; with 50% employer match about $263,870 at 4% or $175,913 at 6%; with 100% employer match about $197,902 at 4% or $131,935 at 6%. |
| 2020 | 1 | 19 | $10,464,575 | $233,322 | $12,280iApproximate average salary by contribution assumption: employee only about $307,003 at 4% or $204,668 at 6%; with 50% employer match about $204,668 at 4% or $136,446 at 6%; with 100% employer match about $153,501 at 4% or $102,334 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 19 | $10,464,575 | $233,322 | $12,280iApproximate average salary by contribution assumption: employee only about $307,003 at 4% or $204,668 at 6%; with 50% employer match about $204,668 at 4% or $136,446 at 6%; with 100% employer match about $153,501 at 4% or $102,334 at 6%. |
| 2019 | 1 | 18 | $8,937,499 | $225,633 | $12,535iApproximate average salary by contribution assumption: employee only about $313,379 at 4% or $208,919 at 6%; with 50% employer match about $208,919 at 4% or $139,280 at 6%; with 100% employer match about $156,690 at 4% or $104,460 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 18 | $8,937,499 | $225,633 | $12,535iApproximate average salary by contribution assumption: employee only about $313,379 at 4% or $208,919 at 6%; with 50% employer match about $208,919 at 4% or $139,280 at 6%; with 100% employer match about $156,690 at 4% or $104,460 at 6%. |
| 2018 | 1 | 17 | $7,011,897 | $214,330 | $12,608iApproximate average salary by contribution assumption: employee only about $315,191 at 4% or $210,127 at 6%; with 50% employer match about $210,127 at 4% or $140,085 at 6%; with 100% employer match about $157,596 at 4% or $105,064 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 17 | $7,011,897 | $214,330 | $12,608iApproximate average salary by contribution assumption: employee only about $315,191 at 4% or $210,127 at 6%; with 50% employer match about $210,127 at 4% or $140,085 at 6%; with 100% employer match about $157,596 at 4% or $105,064 at 6%. |
| 2017 | 1 | 16 | $7,498,893 | $205,608 | $12,851iApproximate average salary by contribution assumption: employee only about $321,263 at 4% or $214,175 at 6%; with 50% employer match about $214,175 at 4% or $142,783 at 6%; with 100% employer match about $160,631 at 4% or $107,088 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 16 | $7,498,893 | $205,608 | $12,851iApproximate average salary by contribution assumption: employee only about $321,263 at 4% or $214,175 at 6%; with 50% employer match about $214,175 at 4% or $142,783 at 6%; with 100% employer match about $160,631 at 4% or $107,088 at 6%. |
| 2016 | 1 | 13 | $6,165,631 | $135,061 | $10,389iApproximate average salary by contribution assumption: employee only about $259,733 at 4% or $173,155 at 6%; with 50% employer match about $173,155 at 4% or $115,437 at 6%; with 100% employer match about $129,866 at 4% or $86,578 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 13 | $6,165,631 | $135,061 | $10,389iApproximate average salary by contribution assumption: employee only about $259,733 at 4% or $173,155 at 6%; with 50% employer match about $173,155 at 4% or $115,437 at 6%; with 100% employer match about $129,866 at 4% or $86,578 at 6%. |
| 2015 | 1 | 15 | $5,126,891 | $134,211 | $8,947iApproximate average salary by contribution assumption: employee only about $223,685 at 4% or $149,123 at 6%; with 50% employer match about $149,123 at 4% or $99,416 at 6%; with 100% employer match about $111,843 at 4% or $74,562 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 15 | $5,126,891 | $134,211 | $8,947iApproximate average salary by contribution assumption: employee only about $223,685 at 4% or $149,123 at 6%; with 50% employer match about $149,123 at 4% or $99,416 at 6%; with 100% employer match about $111,843 at 4% or $74,562 at 6%. |
| 2014 | 1 | 13 | $5,181,537 | $162,366 | $12,490iApproximate average salary by contribution assumption: employee only about $312,242 at 4% or $208,162 at 6%; with 50% employer match about $208,162 at 4% or $138,774 at 6%; with 100% employer match about $156,121 at 4% or $104,081 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 13 | $5,181,537 | $162,366 | $12,490iApproximate average salary by contribution assumption: employee only about $312,242 at 4% or $208,162 at 6%; with 50% employer match about $208,162 at 4% or $138,774 at 6%; with 100% employer match about $156,121 at 4% or $104,081 at 6%. |
| 2013 | 1 | 12 | $4,616,386 | $143,755 | $11,980iApproximate average salary by contribution assumption: employee only about $299,490 at 4% or $199,660 at 6%; with 50% employer match about $199,660 at 4% or $133,106 at 6%; with 100% employer match about $149,745 at 4% or $99,830 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 12 | $4,616,386 | $143,755 | $11,980iApproximate average salary by contribution assumption: employee only about $299,490 at 4% or $199,660 at 6%; with 50% employer match about $199,660 at 4% or $133,106 at 6%; with 100% employer match about $149,745 at 4% or $99,830 at 6%. |
| 2012 | 1 | 10 | $3,488,382 | $92,625 | $9,263iApproximate average salary by contribution assumption: employee only about $231,563 at 4% or $154,375 at 6%; with 50% employer match about $154,375 at 4% or $102,917 at 6%; with 100% employer match about $115,781 at 4% or $77,188 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 10 | $3,488,382 | $92,625 | $9,263iApproximate average salary by contribution assumption: employee only about $231,563 at 4% or $154,375 at 6%; with 50% employer match about $154,375 at 4% or $102,917 at 6%; with 100% employer match about $115,781 at 4% or $77,188 at 6%. |
| 2011 | 1 | 22 | $4,162,702 | $111,155 | $5,053iApproximate average salary by contribution assumption: employee only about $126,313 at 4% or $84,208 at 6%; with 50% employer match about $84,208 at 4% or $56,139 at 6%; with 100% employer match about $63,156 at 4% or $42,104 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 22 | $4,162,702 | $111,155 | $5,053iApproximate average salary by contribution assumption: employee only about $126,313 at 4% or $84,208 at 6%; with 50% employer match about $84,208 at 4% or $56,139 at 6%; with 100% employer match about $63,156 at 4% or $42,104 at 6%. |
| 2010 | 1 | 25 | $3,984,354 | $127,903 | $5,116iApproximate average salary by contribution assumption: employee only about $127,903 at 4% or $85,269 at 6%; with 50% employer match about $85,269 at 4% or $56,846 at 6%; with 100% employer match about $63,952 at 4% or $42,634 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 25 | $3,984,354 | $127,903 | $5,116iApproximate average salary by contribution assumption: employee only about $127,903 at 4% or $85,269 at 6%; with 50% employer match about $85,269 at 4% or $56,846 at 6%; with 100% employer match about $63,952 at 4% or $42,634 at 6%. |
| 2009 | 1 | 22 | $3,389,366 | $175,020 | $7,955iApproximate average salary by contribution assumption: employee only about $198,886 at 4% or $132,591 at 6%; with 50% employer match about $132,591 at 4% or $88,394 at 6%; with 100% employer match about $99,443 at 4% or $66,295 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 22 | $3,389,366 | $175,020 | $7,955iApproximate average salary by contribution assumption: employee only about $198,886 at 4% or $132,591 at 6%; with 50% employer match about $132,591 at 4% or $88,394 at 6%; with 100% employer match about $99,443 at 4% or $66,295 at 6%. |
| 2008 | 1 | 17 | $0 | $0 | - |
| Stowell & Friedman Ltd. 401(K) Plan | - | 17 | - | - | - |
| 2007 | 1 | 20 | $3,645,191 | $238,430 | $11,922iApproximate average salary by contribution assumption: employee only about $298,038 at 4% or $198,692 at 6%; with 50% employer match about $198,692 at 4% or $132,461 at 6%; with 100% employer match about $149,019 at 4% or $99,346 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 20 | $3,645,191 | $238,430 | $11,922iApproximate average salary by contribution assumption: employee only about $298,038 at 4% or $198,692 at 6%; with 50% employer match about $198,692 at 4% or $132,461 at 6%; with 100% employer match about $149,019 at 4% or $99,346 at 6%. |
| 2006 | 1 | 10 | $3,472,947 | $194,497 | $19,450iApproximate average salary by contribution assumption: employee only about $486,243 at 4% or $324,162 at 6%; with 50% employer match about $324,162 at 4% or $216,108 at 6%; with 100% employer match about $243,121 at 4% or $162,081 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 10 | $3,472,947 | $194,497 | $19,450iApproximate average salary by contribution assumption: employee only about $486,243 at 4% or $324,162 at 6%; with 50% employer match about $324,162 at 4% or $216,108 at 6%; with 100% employer match about $243,121 at 4% or $162,081 at 6%. |
| 2005 | 1 | 11 | $2,920,953 | $163,060 | $14,824iApproximate average salary by contribution assumption: employee only about $370,591 at 4% or $247,061 at 6%; with 50% employer match about $247,061 at 4% or $164,707 at 6%; with 100% employer match about $185,295 at 4% or $123,530 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 11 | $2,920,953 | $163,060 | $14,824iApproximate average salary by contribution assumption: employee only about $370,591 at 4% or $247,061 at 6%; with 50% employer match about $247,061 at 4% or $164,707 at 6%; with 100% employer match about $185,295 at 4% or $123,530 at 6%. |
| 2004 | 1 | 12 | $2,751,556 | $162,935 | $13,578iApproximate average salary by contribution assumption: employee only about $339,448 at 4% or $226,299 at 6%; with 50% employer match about $226,299 at 4% or $150,866 at 6%; with 100% employer match about $169,724 at 4% or $113,149 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 12 | $2,751,556 | $162,935 | $13,578iApproximate average salary by contribution assumption: employee only about $339,448 at 4% or $226,299 at 6%; with 50% employer match about $226,299 at 4% or $150,866 at 6%; with 100% employer match about $169,724 at 4% or $113,149 at 6%. |
| 2003 | 1 | 13 | $2,307,184 | $179,132 | $13,779iApproximate average salary by contribution assumption: employee only about $344,485 at 4% or $229,656 at 6%; with 50% employer match about $229,656 at 4% or $153,104 at 6%; with 100% employer match about $172,242 at 4% or $114,828 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 13 | $2,307,184 | $179,132 | $13,779iApproximate average salary by contribution assumption: employee only about $344,485 at 4% or $229,656 at 6%; with 50% employer match about $229,656 at 4% or $153,104 at 6%; with 100% employer match about $172,242 at 4% or $114,828 at 6%. |
| 2002 | 2 | 13 | $1,739,447 | $185,464 | $14,266iApproximate average salary by contribution assumption: employee only about $356,662 at 4% or $237,774 at 6%; with 50% employer match about $237,774 at 4% or $158,516 at 6%; with 100% employer match about $178,331 at 4% or $118,887 at 6%. |
| Stowell & Friedman Ltd. 401(K) Plan | - | 13 | $1,739,447 | $185,464 | $14,266iApproximate average salary by contribution assumption: employee only about $356,662 at 4% or $237,774 at 6%; with 50% employer match about $237,774 at 4% or $158,516 at 6%; with 100% employer match about $178,331 at 4% or $118,887 at 6%. |
| Stowell & Friedman Ltd. Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 14 | $0 | $0 | - |
| Stowell & Friedman Ltd. Pension Plan | - | 1 | - | - | - |
| Stowell & Friedman Ltd. 401(K) Plan | - | 14 | - | - | - |
| 2000 | 1 | 11 | $1,446,546 | $104,052 | $9,459iApproximate average salary by contribution assumption: employee only about $236,482 at 4% or $157,655 at 6%; with 50% employer match about $157,655 at 4% or $105,103 at 6%; with 100% employer match about $118,241 at 4% or $78,827 at 6%. |
| Stowell & Friedman Ltd. Pension Plan | - | 11 | $1,446,546 | $104,052 | $9,459iApproximate average salary by contribution assumption: employee only about $236,482 at 4% or $157,655 at 6%; with 50% employer match about $157,655 at 4% or $105,103 at 6%; with 100% employer match about $118,241 at 4% or $78,827 at 6%. |
| 1999 | 2 | 0 | $1,393,896 | $78,133 | - |
| Stowell & Friedman Ltd. Pension Plan | - | 0 | $1,393,896 | $78,133 | - |
| Stowell, Friedman & Vernon Profit Sharing Plan & Trust | - | 0 | - | - | - |