Stamos & Trucco
Plan context: Stamos & Trucco 401K Profit Sharing Plan
EIN 36-3708370 • Chicago, IL • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$5,167,673
2024 Contributions
$303,723
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 | 23 | $5,167,673 | $303,723 | $13,205iApproximate average salary by contribution assumption: employee only about $330,134 at 4% or $220,089 at 6%; with 50% employer match about $220,089 at 4% or $146,726 at 6%; with 100% employer match about $165,067 at 4% or $110,045 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 23 | $5,167,673 | $303,723 | $13,205iApproximate average salary by contribution assumption: employee only about $330,134 at 4% or $220,089 at 6%; with 50% employer match about $220,089 at 4% or $146,726 at 6%; with 100% employer match about $165,067 at 4% or $110,045 at 6%. |
| 2023 | 1 | 22 | $4,431,710 | $310,692 | $14,122iApproximate average salary by contribution assumption: employee only about $353,059 at 4% or $235,373 at 6%; with 50% employer match about $235,373 at 4% or $156,915 at 6%; with 100% employer match about $176,530 at 4% or $117,686 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 22 | $4,431,710 | $310,692 | $14,122iApproximate average salary by contribution assumption: employee only about $353,059 at 4% or $235,373 at 6%; with 50% employer match about $235,373 at 4% or $156,915 at 6%; with 100% employer match about $176,530 at 4% or $117,686 at 6%. |
| 2022 | 1 | 23 | $4,127,663 | $289,558 | $12,589iApproximate average salary by contribution assumption: employee only about $314,737 at 4% or $209,825 at 6%; with 50% employer match about $209,825 at 4% or $139,883 at 6%; with 100% employer match about $157,368 at 4% or $104,912 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 23 | $4,127,663 | $289,558 | $12,589iApproximate average salary by contribution assumption: employee only about $314,737 at 4% or $209,825 at 6%; with 50% employer match about $209,825 at 4% or $139,883 at 6%; with 100% employer match about $157,368 at 4% or $104,912 at 6%. |
| 2021 | 1 | 24 | $4,747,770 | $293,568 | $12,232iApproximate average salary by contribution assumption: employee only about $305,800 at 4% or $203,867 at 6%; with 50% employer match about $203,867 at 4% or $135,911 at 6%; with 100% employer match about $152,900 at 4% or $101,933 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 24 | $4,747,770 | $293,568 | $12,232iApproximate average salary by contribution assumption: employee only about $305,800 at 4% or $203,867 at 6%; with 50% employer match about $203,867 at 4% or $135,911 at 6%; with 100% employer match about $152,900 at 4% or $101,933 at 6%. |
| 2020 | 1 | 24 | $3,942,488 | $151,240 | $6,302iApproximate average salary by contribution assumption: employee only about $157,542 at 4% or $105,028 at 6%; with 50% employer match about $105,028 at 4% or $70,019 at 6%; with 100% employer match about $78,771 at 4% or $52,514 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 24 | $3,942,488 | $151,240 | $6,302iApproximate average salary by contribution assumption: employee only about $157,542 at 4% or $105,028 at 6%; with 50% employer match about $105,028 at 4% or $70,019 at 6%; with 100% employer match about $78,771 at 4% or $52,514 at 6%. |
| 2019 | 1 | 24 | $3,416,380 | $245,588 | $10,233iApproximate average salary by contribution assumption: employee only about $255,821 at 4% or $170,547 at 6%; with 50% employer match about $170,547 at 4% or $113,698 at 6%; with 100% employer match about $127,910 at 4% or $85,274 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 24 | $3,416,380 | $245,588 | $10,233iApproximate average salary by contribution assumption: employee only about $255,821 at 4% or $170,547 at 6%; with 50% employer match about $170,547 at 4% or $113,698 at 6%; with 100% employer match about $127,910 at 4% or $85,274 at 6%. |
| 2018 | 1 | 23 | $2,842,018 | $228,042 | $9,915iApproximate average salary by contribution assumption: employee only about $247,872 at 4% or $165,248 at 6%; with 50% employer match about $165,248 at 4% or $110,165 at 6%; with 100% employer match about $123,936 at 4% or $82,624 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 23 | $2,842,018 | $228,042 | $9,915iApproximate average salary by contribution assumption: employee only about $247,872 at 4% or $165,248 at 6%; with 50% employer match about $165,248 at 4% or $110,165 at 6%; with 100% employer match about $123,936 at 4% or $82,624 at 6%. |
| 2017 | 1 | 26 | $2,975,284 | $230,761 | $8,875iApproximate average salary by contribution assumption: employee only about $221,886 at 4% or $147,924 at 6%; with 50% employer match about $147,924 at 4% or $98,616 at 6%; with 100% employer match about $110,943 at 4% or $73,962 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 26 | $2,975,284 | $230,761 | $8,875iApproximate average salary by contribution assumption: employee only about $221,886 at 4% or $147,924 at 6%; with 50% employer match about $147,924 at 4% or $98,616 at 6%; with 100% employer match about $110,943 at 4% or $73,962 at 6%. |
| 2016 | 1 | 25 | $2,410,139 | $336,631 | $13,465iApproximate average salary by contribution assumption: employee only about $336,631 at 4% or $224,421 at 6%; with 50% employer match about $224,421 at 4% or $149,614 at 6%; with 100% employer match about $168,316 at 4% or $112,210 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 25 | $2,410,139 | $336,631 | $13,465iApproximate average salary by contribution assumption: employee only about $336,631 at 4% or $224,421 at 6%; with 50% employer match about $224,421 at 4% or $149,614 at 6%; with 100% employer match about $168,316 at 4% or $112,210 at 6%. |
| 2015 | 1 | 26 | $2,523,736 | $200,323 | $7,705iApproximate average salary by contribution assumption: employee only about $192,618 at 4% or $128,412 at 6%; with 50% employer match about $128,412 at 4% or $85,608 at 6%; with 100% employer match about $96,309 at 4% or $64,206 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 26 | $2,523,736 | $200,323 | $7,705iApproximate average salary by contribution assumption: employee only about $192,618 at 4% or $128,412 at 6%; with 50% employer match about $128,412 at 4% or $85,608 at 6%; with 100% employer match about $96,309 at 4% or $64,206 at 6%. |
| 2014 | 1 | 24 | $2,382,829 | $181,532 | $7,564iApproximate average salary by contribution assumption: employee only about $189,096 at 4% or $126,064 at 6%; with 50% employer match about $126,064 at 4% or $84,043 at 6%; with 100% employer match about $94,548 at 4% or $63,032 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 24 | $2,382,829 | $181,532 | $7,564iApproximate average salary by contribution assumption: employee only about $189,096 at 4% or $126,064 at 6%; with 50% employer match about $126,064 at 4% or $84,043 at 6%; with 100% employer match about $94,548 at 4% or $63,032 at 6%. |
| 2013 | 1 | 23 | $2,154,804 | $150,531 | $6,545iApproximate average salary by contribution assumption: employee only about $163,621 at 4% or $109,080 at 6%; with 50% employer match about $109,080 at 4% or $72,720 at 6%; with 100% employer match about $81,810 at 4% or $54,540 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 23 | $2,154,804 | $150,531 | $6,545iApproximate average salary by contribution assumption: employee only about $163,621 at 4% or $109,080 at 6%; with 50% employer match about $109,080 at 4% or $72,720 at 6%; with 100% employer match about $81,810 at 4% or $54,540 at 6%. |
| 2012 | 1 | 19 | $1,865,600 | $139,871 | $7,362iApproximate average salary by contribution assumption: employee only about $184,041 at 4% or $122,694 at 6%; with 50% employer match about $122,694 at 4% or $81,796 at 6%; with 100% employer match about $92,020 at 4% or $61,347 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 19 | $1,865,600 | $139,871 | $7,362iApproximate average salary by contribution assumption: employee only about $184,041 at 4% or $122,694 at 6%; with 50% employer match about $122,694 at 4% or $81,796 at 6%; with 100% employer match about $92,020 at 4% or $61,347 at 6%. |
| 2011 | 1 | 18 | $1,603,938 | $130,901 | $7,272iApproximate average salary by contribution assumption: employee only about $181,807 at 4% or $121,205 at 6%; with 50% employer match about $121,205 at 4% or $80,803 at 6%; with 100% employer match about $90,903 at 4% or $60,602 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 18 | $1,603,938 | $130,901 | $7,272iApproximate average salary by contribution assumption: employee only about $181,807 at 4% or $121,205 at 6%; with 50% employer match about $121,205 at 4% or $80,803 at 6%; with 100% employer match about $90,903 at 4% or $60,602 at 6%. |
| 2010 | 1 | 17 | $1,616,921 | $168,574 | $9,916iApproximate average salary by contribution assumption: employee only about $247,903 at 4% or $165,269 at 6%; with 50% employer match about $165,269 at 4% or $110,179 at 6%; with 100% employer match about $123,951 at 4% or $82,634 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 17 | $1,616,921 | $168,574 | $9,916iApproximate average salary by contribution assumption: employee only about $247,903 at 4% or $165,269 at 6%; with 50% employer match about $165,269 at 4% or $110,179 at 6%; with 100% employer match about $123,951 at 4% or $82,634 at 6%. |
| 2009 | 1 | 20 | $1,387,654 | $77,904 | $3,895iApproximate average salary by contribution assumption: employee only about $97,380 at 4% or $64,920 at 6%; with 50% employer match about $64,920 at 4% or $43,280 at 6%; with 100% employer match about $48,690 at 4% or $32,460 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 20 | $1,387,654 | $77,904 | $3,895iApproximate average salary by contribution assumption: employee only about $97,380 at 4% or $64,920 at 6%; with 50% employer match about $64,920 at 4% or $43,280 at 6%; with 100% employer match about $48,690 at 4% or $32,460 at 6%. |
| 2008 | 1 | 14 | $1,362,452 | $220,056 | $15,718iApproximate average salary by contribution assumption: employee only about $392,957 at 4% or $261,971 at 6%; with 50% employer match about $261,971 at 4% or $174,648 at 6%; with 100% employer match about $196,479 at 4% or $130,986 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 14 | $1,362,452 | $220,056 | $15,718iApproximate average salary by contribution assumption: employee only about $392,957 at 4% or $261,971 at 6%; with 50% employer match about $261,971 at 4% or $174,648 at 6%; with 100% employer match about $196,479 at 4% or $130,986 at 6%. |
| 2007 | 1 | 16 | $0 | $0 | - |
| Stamos & Trucco 401K Profit Sharing Plan | - | 16 | - | - | - |
| 2006 | 1 | 23 | $1,448,541 | $230,641 | $10,028iApproximate average salary by contribution assumption: employee only about $250,697 at 4% or $167,131 at 6%; with 50% employer match about $167,131 at 4% or $111,421 at 6%; with 100% employer match about $125,348 at 4% or $83,566 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 23 | $1,448,541 | $230,641 | $10,028iApproximate average salary by contribution assumption: employee only about $250,697 at 4% or $167,131 at 6%; with 50% employer match about $167,131 at 4% or $111,421 at 6%; with 100% employer match about $125,348 at 4% or $83,566 at 6%. |
| 2005 | 1 | 21 | $1,153,873 | $198,745 | $9,464iApproximate average salary by contribution assumption: employee only about $236,601 at 4% or $157,734 at 6%; with 50% employer match about $157,734 at 4% or $105,156 at 6%; with 100% employer match about $118,301 at 4% or $78,867 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 21 | $1,153,873 | $198,745 | $9,464iApproximate average salary by contribution assumption: employee only about $236,601 at 4% or $157,734 at 6%; with 50% employer match about $157,734 at 4% or $105,156 at 6%; with 100% employer match about $118,301 at 4% or $78,867 at 6%. |
| 2004 | 1 | 16 | $899,361 | $188,105 | $11,757iApproximate average salary by contribution assumption: employee only about $293,914 at 4% or $195,943 at 6%; with 50% employer match about $195,943 at 4% or $130,628 at 6%; with 100% employer match about $146,957 at 4% or $97,971 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 16 | $899,361 | $188,105 | $11,757iApproximate average salary by contribution assumption: employee only about $293,914 at 4% or $195,943 at 6%; with 50% employer match about $195,943 at 4% or $130,628 at 6%; with 100% employer match about $146,957 at 4% or $97,971 at 6%. |
| 2003 | 1 | 14 | $688,682 | $169,630 | $12,116iApproximate average salary by contribution assumption: employee only about $302,911 at 4% or $201,940 at 6%; with 50% employer match about $201,940 at 4% or $134,627 at 6%; with 100% employer match about $151,455 at 4% or $100,970 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 14 | $688,682 | $169,630 | $12,116iApproximate average salary by contribution assumption: employee only about $302,911 at 4% or $201,940 at 6%; with 50% employer match about $201,940 at 4% or $134,627 at 6%; with 100% employer match about $151,455 at 4% or $100,970 at 6%. |
| 2002 | 1 | 13 | $403,737 | $152,972 | $11,767iApproximate average salary by contribution assumption: employee only about $294,177 at 4% or $196,118 at 6%; with 50% employer match about $196,118 at 4% or $130,745 at 6%; with 100% employer match about $147,088 at 4% or $98,059 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 13 | $403,737 | $152,972 | $11,767iApproximate average salary by contribution assumption: employee only about $294,177 at 4% or $196,118 at 6%; with 50% employer match about $196,118 at 4% or $130,745 at 6%; with 100% employer match about $147,088 at 4% or $98,059 at 6%. |
| 2001 | 1 | 14 | $0 | $0 | - |
| Stamos & Trucco 401K Profit Sharing Plan | - | 14 | - | - | - |
| 2000 | 1 | 12 | $304,270 | $92,406 | $7,701iApproximate average salary by contribution assumption: employee only about $192,513 at 4% or $128,342 at 6%; with 50% employer match about $128,342 at 4% or $85,561 at 6%; with 100% employer match about $96,256 at 4% or $64,171 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 12 | $304,270 | $92,406 | $7,701iApproximate average salary by contribution assumption: employee only about $192,513 at 4% or $128,342 at 6%; with 50% employer match about $128,342 at 4% or $85,561 at 6%; with 100% employer match about $96,256 at 4% or $64,171 at 6%. |
| 1999 | 1 | 10 | $303,092 | $38,667 | $3,867iApproximate average salary by contribution assumption: employee only about $96,668 at 4% or $64,445 at 6%; with 50% employer match about $64,445 at 4% or $42,963 at 6%; with 100% employer match about $48,334 at 4% or $32,223 at 6%. |
| Stamos & Trucco 401K Profit Sharing Plan | - | 10 | $303,092 | $38,667 | $3,867iApproximate average salary by contribution assumption: employee only about $96,668 at 4% or $64,445 at 6%; with 50% employer match about $64,445 at 4% or $42,963 at 6%; with 100% employer match about $48,334 at 4% or $32,223 at 6%. |