Lowitz & Co.
Plan context: LOWITZ & COMPANY PENSION PLAN & TRUST
EIN 36-3795862 • Chicago, IL • 23 filings • 3 plans
Current Snapshot
Latest Year
2012
2012 Participants
5
2012 Assets
$1,135,705
2012 Contributions
$130,000
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 |
|---|---|---|---|---|---|
| 2012 | 3 | 5 | $1,135,705 | $0 | - |
| LOWITZ & COMPANY PENSION PLAN & TRUST | - | 5 | $734,264 | $0 | - |
| Lowitz & Company Profit Sharing Plan & Trust | - | 5 | $401,441 | $0 | - |
| Lowitz & Company Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2011 | 2 | 6 | $1,002,807 | $0 | - |
| LOWITZ & COMPANY PENSION PLAN & TRUST | - | 6 | $678,354 | - | - |
| Lowitz & Company Profit Sharing Plan & Trust | - | 6 | $324,453 | $0 | - |
| 2010 | 2 | 6 | $1,074,757 | $0 | - |
| LOWITZ & COMPANY PENSION PLAN & TRUST | - | 6 | $688,962 | - | - |
| Lowitz & Company Profit Sharing Plan & Trust | - | 6 | $385,795 | $0 | - |
| 2009 | 2 | 6 | $981,877 | $0 | - |
| LOWITZ & COMPANY PENSION PLAN & TRUST | - | 6 | $628,570 | $0 | - |
| Lowitz & Company Profit Sharing Plan & Trust | - | 6 | $353,307 | $0 | - |
| 2008 | 2 | 5 | $781,467 | $130,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| LOWITZ & COMPANY PENSION PLAN & TRUST | - | 5 | $516,259 | $130,000 | $26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%. |
| Lowitz & Company Profit Sharing Plan & Trust | - | 5 | $265,208 | - | - |
| 2007 | 2 | 4 | $472,826 | $0 | - |
| Lowitz & Company Profit Sharing Plan & Trust | - | 4 | $472,826 | - | - |
| LOWITZ & COMPANY PENSION PLAN & TRUST | - | 3 | - | - | - |
| 2006 | 1 | 4 | $360,378 | $114,768 | $28,692iApproximate average salary by contribution assumption: employee only about $717,300 at 4% or $478,200 at 6%; with 50% employer match about $478,200 at 4% or $318,800 at 6%; with 100% employer match about $358,650 at 4% or $239,100 at 6%. |
| LOWITZ & COMPANY PENSION PLAN & TRUST | - | 4 | $360,378 | $114,768 | $28,692iApproximate average salary by contribution assumption: employee only about $717,300 at 4% or $478,200 at 6%; with 50% employer match about $478,200 at 4% or $318,800 at 6%; with 100% employer match about $358,650 at 4% or $239,100 at 6%. |
| 2005 | 2 | 5 | $556,802 | $114,523 | $22,905iApproximate average salary by contribution assumption: employee only about $572,615 at 4% or $381,743 at 6%; with 50% employer match about $381,743 at 4% or $254,496 at 6%; with 100% employer match about $286,308 at 4% or $190,872 at 6%. |
| Lowitz & Company Profit Sharing Plan & Trust | - | 5 | $328,833 | - | - |
| LOWITZ & COMPANY PENSION PLAN & TRUST | - | 5 | $227,969 | $114,523 | $22,905iApproximate average salary by contribution assumption: employee only about $572,615 at 4% or $381,743 at 6%; with 50% employer match about $381,743 at 4% or $254,496 at 6%; with 100% employer match about $286,308 at 4% or $190,872 at 6%. |
| 2004 | 2 | 5 | $389,506 | $109,011 | $21,802iApproximate average salary by contribution assumption: employee only about $545,055 at 4% or $363,370 at 6%; with 50% employer match about $363,370 at 4% or $242,247 at 6%; with 100% employer match about $272,528 at 4% or $181,685 at 6%. |
| Lowitz & Company Profit Sharing Plan & Trust | - | 5 | $280,495 | - | - |
| LOWITZ & COMPANY PENSION PLAN & TRUST | - | 5 | $109,011 | $109,011 | $21,802iApproximate average salary by contribution assumption: employee only about $545,055 at 4% or $363,370 at 6%; with 50% employer match about $363,370 at 4% or $242,247 at 6%; with 100% employer match about $272,528 at 4% or $181,685 at 6%. |
| 2003 | 1 | 5 | $225,644 | $46,957 | $9,391iApproximate average salary by contribution assumption: employee only about $234,785 at 4% or $156,523 at 6%; with 50% employer match about $156,523 at 4% or $104,349 at 6%; with 100% employer match about $117,393 at 4% or $78,262 at 6%. |
| Lowitz & Company Profit Sharing Plan & Trust | - | 5 | $225,644 | $46,957 | $9,391iApproximate average salary by contribution assumption: employee only about $234,785 at 4% or $156,523 at 6%; with 50% employer match about $156,523 at 4% or $104,349 at 6%; with 100% employer match about $117,393 at 4% or $78,262 at 6%. |
| 2002 | 1 | 2 | $138,628 | $21,820 | $10,910iApproximate average salary by contribution assumption: employee only about $272,750 at 4% or $181,833 at 6%; with 50% employer match about $181,833 at 4% or $121,222 at 6%; with 100% employer match about $136,375 at 4% or $90,917 at 6%. |
| Lowitz & Company Profit Sharing Plan & Trust | - | 2 | $138,628 | $21,820 | $10,910iApproximate average salary by contribution assumption: employee only about $272,750 at 4% or $181,833 at 6%; with 50% employer match about $181,833 at 4% or $121,222 at 6%; with 100% employer match about $136,375 at 4% or $90,917 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Lowitz & Company Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2000 | 1 | 5 | $135,444 | $34,554 | $6,911iApproximate average salary by contribution assumption: employee only about $172,770 at 4% or $115,180 at 6%; with 50% employer match about $115,180 at 4% or $76,787 at 6%; with 100% employer match about $86,385 at 4% or $57,590 at 6%. |
| Lowitz & Company Profit Sharing Plan & Trust | - | 5 | $135,444 | $34,554 | $6,911iApproximate average salary by contribution assumption: employee only about $172,770 at 4% or $115,180 at 6%; with 50% employer match about $115,180 at 4% or $76,787 at 6%; with 100% employer match about $86,385 at 4% or $57,590 at 6%. |
| 1999 | 1 | 5 | $110,803 | $28,425 | $5,685iApproximate average salary by contribution assumption: employee only about $142,125 at 4% or $94,750 at 6%; with 50% employer match about $94,750 at 4% or $63,167 at 6%; with 100% employer match about $71,063 at 4% or $47,375 at 6%. |
| Lowitz & Company Profit Sharing Plan & Trust | - | 5 | $110,803 | $28,425 | $5,685iApproximate average salary by contribution assumption: employee only about $142,125 at 4% or $94,750 at 6%; with 50% employer match about $94,750 at 4% or $63,167 at 6%; with 100% employer match about $71,063 at 4% or $47,375 at 6%. |