Sarfatty Associates Ltd.
Plan context: Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust
EIN 36-3726305 • Evanston, IL • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
20
2024 Assets
$4,464,773
2024 Contributions
$80,294
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 | 20 | $4,464,773 | $80,294 | $4,015iApproximate average salary by contribution assumption: employee only about $100,368 at 4% or $66,912 at 6%; with 50% employer match about $66,912 at 4% or $44,608 at 6%; with 100% employer match about $50,184 at 4% or $33,456 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 20 | $4,464,773 | $80,294 | $4,015iApproximate average salary by contribution assumption: employee only about $100,368 at 4% or $66,912 at 6%; with 50% employer match about $66,912 at 4% or $44,608 at 6%; with 100% employer match about $50,184 at 4% or $33,456 at 6%. |
| 2023 | 1 | 20 | $4,066,406 | $69,198 | $3,460iApproximate average salary by contribution assumption: employee only about $86,498 at 4% or $57,665 at 6%; with 50% employer match about $57,665 at 4% or $38,443 at 6%; with 100% employer match about $43,249 at 4% or $28,833 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 20 | $4,066,406 | $69,198 | $3,460iApproximate average salary by contribution assumption: employee only about $86,498 at 4% or $57,665 at 6%; with 50% employer match about $57,665 at 4% or $38,443 at 6%; with 100% employer match about $43,249 at 4% or $28,833 at 6%. |
| 2022 | 1 | 19 | $3,378,669 | $67,913 | $3,574iApproximate average salary by contribution assumption: employee only about $89,359 at 4% or $59,573 at 6%; with 50% employer match about $59,573 at 4% or $39,715 at 6%; with 100% employer match about $44,680 at 4% or $29,786 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 19 | $3,378,669 | $67,913 | $3,574iApproximate average salary by contribution assumption: employee only about $89,359 at 4% or $59,573 at 6%; with 50% employer match about $59,573 at 4% or $39,715 at 6%; with 100% employer match about $44,680 at 4% or $29,786 at 6%. |
| 2021 | 1 | 17 | $4,385,411 | $90,779 | $5,340iApproximate average salary by contribution assumption: employee only about $133,499 at 4% or $88,999 at 6%; with 50% employer match about $88,999 at 4% or $59,333 at 6%; with 100% employer match about $66,749 at 4% or $44,500 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 17 | $4,385,411 | $90,779 | $5,340iApproximate average salary by contribution assumption: employee only about $133,499 at 4% or $88,999 at 6%; with 50% employer match about $88,999 at 4% or $59,333 at 6%; with 100% employer match about $66,749 at 4% or $44,500 at 6%. |
| 2020 | 1 | 19 | $3,764,696 | $143,146 | $7,534iApproximate average salary by contribution assumption: employee only about $188,350 at 4% or $125,567 at 6%; with 50% employer match about $125,567 at 4% or $83,711 at 6%; with 100% employer match about $94,175 at 4% or $62,783 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 19 | $3,764,696 | $143,146 | $7,534iApproximate average salary by contribution assumption: employee only about $188,350 at 4% or $125,567 at 6%; with 50% employer match about $125,567 at 4% or $83,711 at 6%; with 100% employer match about $94,175 at 4% or $62,783 at 6%. |
| 2019 | 1 | 18 | $2,992,461 | $107,370 | $5,965iApproximate average salary by contribution assumption: employee only about $149,125 at 4% or $99,417 at 6%; with 50% employer match about $99,417 at 4% or $66,278 at 6%; with 100% employer match about $74,563 at 4% or $49,708 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 18 | $2,992,461 | $107,370 | $5,965iApproximate average salary by contribution assumption: employee only about $149,125 at 4% or $99,417 at 6%; with 50% employer match about $99,417 at 4% or $66,278 at 6%; with 100% employer match about $74,563 at 4% or $49,708 at 6%. |
| 2018 | 1 | 25 | $2,373,656 | $141,418 | $5,657iApproximate average salary by contribution assumption: employee only about $141,418 at 4% or $94,279 at 6%; with 50% employer match about $94,279 at 4% or $62,852 at 6%; with 100% employer match about $70,709 at 4% or $47,139 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 25 | $2,373,656 | $141,418 | $5,657iApproximate average salary by contribution assumption: employee only about $141,418 at 4% or $94,279 at 6%; with 50% employer match about $94,279 at 4% or $62,852 at 6%; with 100% employer match about $70,709 at 4% or $47,139 at 6%. |
| 2017 | 1 | 25 | $2,447,733 | $144,296 | $5,772iApproximate average salary by contribution assumption: employee only about $144,296 at 4% or $96,197 at 6%; with 50% employer match about $96,197 at 4% or $64,132 at 6%; with 100% employer match about $72,148 at 4% or $48,099 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 25 | $2,447,733 | $144,296 | $5,772iApproximate average salary by contribution assumption: employee only about $144,296 at 4% or $96,197 at 6%; with 50% employer match about $96,197 at 4% or $64,132 at 6%; with 100% employer match about $72,148 at 4% or $48,099 at 6%. |
| 2016 | 1 | 18 | $1,917,255 | $124,431 | $6,913iApproximate average salary by contribution assumption: employee only about $172,821 at 4% or $115,214 at 6%; with 50% employer match about $115,214 at 4% or $76,809 at 6%; with 100% employer match about $86,410 at 4% or $57,607 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 18 | $1,917,255 | $124,431 | $6,913iApproximate average salary by contribution assumption: employee only about $172,821 at 4% or $115,214 at 6%; with 50% employer match about $115,214 at 4% or $76,809 at 6%; with 100% employer match about $86,410 at 4% or $57,607 at 6%. |
| 2015 | 1 | 13 | $1,730,516 | $113,077 | $8,698iApproximate average salary by contribution assumption: employee only about $217,456 at 4% or $144,971 at 6%; with 50% employer match about $144,971 at 4% or $96,647 at 6%; with 100% employer match about $108,728 at 4% or $72,485 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 13 | $1,730,516 | $113,077 | $8,698iApproximate average salary by contribution assumption: employee only about $217,456 at 4% or $144,971 at 6%; with 50% employer match about $144,971 at 4% or $96,647 at 6%; with 100% employer match about $108,728 at 4% or $72,485 at 6%. |
| 2014 | 1 | 15 | $1,729,620 | $83,610 | $5,574iApproximate average salary by contribution assumption: employee only about $139,350 at 4% or $92,900 at 6%; with 50% employer match about $92,900 at 4% or $61,933 at 6%; with 100% employer match about $69,675 at 4% or $46,450 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 15 | $1,729,620 | $83,610 | $5,574iApproximate average salary by contribution assumption: employee only about $139,350 at 4% or $92,900 at 6%; with 50% employer match about $92,900 at 4% or $61,933 at 6%; with 100% employer match about $69,675 at 4% or $46,450 at 6%. |
| 2013 | 1 | 18 | $1,539,327 | $84,828 | $4,713iApproximate average salary by contribution assumption: employee only about $117,817 at 4% or $78,544 at 6%; with 50% employer match about $78,544 at 4% or $52,363 at 6%; with 100% employer match about $58,908 at 4% or $39,272 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 18 | $1,539,327 | $84,828 | $4,713iApproximate average salary by contribution assumption: employee only about $117,817 at 4% or $78,544 at 6%; with 50% employer match about $78,544 at 4% or $52,363 at 6%; with 100% employer match about $58,908 at 4% or $39,272 at 6%. |
| 2012 | 1 | 16 | $1,236,941 | $132,846 | $8,303iApproximate average salary by contribution assumption: employee only about $207,572 at 4% or $138,381 at 6%; with 50% employer match about $138,381 at 4% or $92,254 at 6%; with 100% employer match about $103,786 at 4% or $69,191 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 16 | $1,236,941 | $132,846 | $8,303iApproximate average salary by contribution assumption: employee only about $207,572 at 4% or $138,381 at 6%; with 50% employer match about $138,381 at 4% or $92,254 at 6%; with 100% employer match about $103,786 at 4% or $69,191 at 6%. |
| 2011 | 1 | 17 | $966,251 | $58,070 | $3,416iApproximate average salary by contribution assumption: employee only about $85,397 at 4% or $56,931 at 6%; with 50% employer match about $56,931 at 4% or $37,954 at 6%; with 100% employer match about $42,699 at 4% or $28,466 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 17 | $966,251 | $58,070 | $3,416iApproximate average salary by contribution assumption: employee only about $85,397 at 4% or $56,931 at 6%; with 50% employer match about $56,931 at 4% or $37,954 at 6%; with 100% employer match about $42,699 at 4% or $28,466 at 6%. |
| 2010 | 1 | 12 | $922,978 | $27,428 | $2,286iApproximate average salary by contribution assumption: employee only about $57,142 at 4% or $38,094 at 6%; with 50% employer match about $38,094 at 4% or $25,396 at 6%; with 100% employer match about $28,571 at 4% or $19,047 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 12 | $922,978 | $27,428 | $2,286iApproximate average salary by contribution assumption: employee only about $57,142 at 4% or $38,094 at 6%; with 50% employer match about $38,094 at 4% or $25,396 at 6%; with 100% employer match about $28,571 at 4% or $19,047 at 6%. |
| 2009 | 1 | 14 | $820,580 | $37,705 | $2,693iApproximate average salary by contribution assumption: employee only about $67,330 at 4% or $44,887 at 6%; with 50% employer match about $44,887 at 4% or $29,925 at 6%; with 100% employer match about $33,665 at 4% or $22,443 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 14 | $820,580 | $37,705 | $2,693iApproximate average salary by contribution assumption: employee only about $67,330 at 4% or $44,887 at 6%; with 50% employer match about $44,887 at 4% or $29,925 at 6%; with 100% employer match about $33,665 at 4% or $22,443 at 6%. |
| 2008 | 1 | 23 | $628,439 | $67,604 | $2,939iApproximate average salary by contribution assumption: employee only about $73,483 at 4% or $48,988 at 6%; with 50% employer match about $48,988 at 4% or $32,659 at 6%; with 100% employer match about $36,741 at 4% or $24,494 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 23 | $628,439 | $67,604 | $2,939iApproximate average salary by contribution assumption: employee only about $73,483 at 4% or $48,988 at 6%; with 50% employer match about $48,988 at 4% or $32,659 at 6%; with 100% employer match about $36,741 at 4% or $24,494 at 6%. |
| 2007 | 1 | 31 | $1,183,099 | $80,674 | $2,602iApproximate average salary by contribution assumption: employee only about $65,060 at 4% or $43,373 at 6%; with 50% employer match about $43,373 at 4% or $28,915 at 6%; with 100% employer match about $32,530 at 4% or $21,687 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 31 | $1,183,099 | $80,674 | $2,602iApproximate average salary by contribution assumption: employee only about $65,060 at 4% or $43,373 at 6%; with 50% employer match about $43,373 at 4% or $28,915 at 6%; with 100% employer match about $32,530 at 4% or $21,687 at 6%. |
| 2006 | 1 | 23 | $981,267 | $69,864 | $3,038iApproximate average salary by contribution assumption: employee only about $75,939 at 4% or $50,626 at 6%; with 50% employer match about $50,626 at 4% or $33,751 at 6%; with 100% employer match about $37,970 at 4% or $25,313 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 23 | $981,267 | $69,864 | $3,038iApproximate average salary by contribution assumption: employee only about $75,939 at 4% or $50,626 at 6%; with 50% employer match about $50,626 at 4% or $33,751 at 6%; with 100% employer match about $37,970 at 4% or $25,313 at 6%. |
| 2005 | 1 | 19 | $795,736 | $65,068 | $3,425iApproximate average salary by contribution assumption: employee only about $85,616 at 4% or $57,077 at 6%; with 50% employer match about $57,077 at 4% or $38,051 at 6%; with 100% employer match about $42,808 at 4% or $28,539 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 19 | $795,736 | $65,068 | $3,425iApproximate average salary by contribution assumption: employee only about $85,616 at 4% or $57,077 at 6%; with 50% employer match about $57,077 at 4% or $38,051 at 6%; with 100% employer match about $42,808 at 4% or $28,539 at 6%. |
| 2004 | 1 | 20 | $655,067 | $63,590 | $3,180iApproximate average salary by contribution assumption: employee only about $79,488 at 4% or $52,992 at 6%; with 50% employer match about $52,992 at 4% or $35,328 at 6%; with 100% employer match about $39,744 at 4% or $26,496 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 20 | $655,067 | $63,590 | $3,180iApproximate average salary by contribution assumption: employee only about $79,488 at 4% or $52,992 at 6%; with 50% employer match about $52,992 at 4% or $35,328 at 6%; with 100% employer match about $39,744 at 4% or $26,496 at 6%. |
| 2003 | 1 | 18 | $522,810 | $63,253 | $3,514iApproximate average salary by contribution assumption: employee only about $87,851 at 4% or $58,568 at 6%; with 50% employer match about $58,568 at 4% or $39,045 at 6%; with 100% employer match about $43,926 at 4% or $29,284 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 18 | $522,810 | $63,253 | $3,514iApproximate average salary by contribution assumption: employee only about $87,851 at 4% or $58,568 at 6%; with 50% employer match about $58,568 at 4% or $39,045 at 6%; with 100% employer match about $43,926 at 4% or $29,284 at 6%. |
| 2002 | 1 | 16 | $349,214 | $81,105 | $5,069iApproximate average salary by contribution assumption: employee only about $126,727 at 4% or $84,484 at 6%; with 50% employer match about $84,484 at 4% or $56,323 at 6%; with 100% employer match about $63,363 at 4% or $42,242 at 6%. |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 16 | $349,214 | $81,105 | $5,069iApproximate average salary by contribution assumption: employee only about $126,727 at 4% or $84,484 at 6%; with 50% employer match about $84,484 at 4% or $56,323 at 6%; with 100% employer match about $63,363 at 4% or $42,242 at 6%. |
| 2001 | 1 | 17 | $0 | $0 | - |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 17 | - | - | - |
| 2000 | 1 | 19 | $0 | $0 | - |
| Sarfatty Associates Ltd. Profit Sharing and 401(K) Savings Plan & Trust | - | 19 | - | - | - |