Susan Fredman & Associates Ltd.
Plan context: Susan Fredman & Associates Ltd. Employee Retirement Plan
EIN 36-3850029 • Chicago, IL • 15 filings • 5 plans
Current Snapshot
Latest Year
2018
2018 Participants
16
2018 Assets
$480,249
2018 Contributions
$38,352
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 16 | $480,249 | $38,352 | $2,397iApproximate average salary by contribution assumption: employee only about $59,925 at 4% or $39,950 at 6%; with 50% employer match about $39,950 at 4% or $26,633 at 6%; with 100% employer match about $29,963 at 4% or $19,975 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 16 | $480,249 | $38,352 | $2,397iApproximate average salary by contribution assumption: employee only about $59,925 at 4% or $39,950 at 6%; with 50% employer match about $39,950 at 4% or $26,633 at 6%; with 100% employer match about $29,963 at 4% or $19,975 at 6%. |
| 2017 | 1 | 13 | $486,328 | $15,282 | $1,176iApproximate average salary by contribution assumption: employee only about $29,388 at 4% or $19,592 at 6%; with 50% employer match about $19,592 at 4% or $13,062 at 6%; with 100% employer match about $14,694 at 4% or $9,796 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 13 | $486,328 | $15,282 | $1,176iApproximate average salary by contribution assumption: employee only about $29,388 at 4% or $19,592 at 6%; with 50% employer match about $19,592 at 4% or $13,062 at 6%; with 100% employer match about $14,694 at 4% or $9,796 at 6%. |
| 2016 | 1 | 12 | $393,855 | $16,987 | $1,416iApproximate average salary by contribution assumption: employee only about $35,390 at 4% or $23,593 at 6%; with 50% employer match about $23,593 at 4% or $15,729 at 6%; with 100% employer match about $17,695 at 4% or $11,797 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 12 | $393,855 | $16,987 | $1,416iApproximate average salary by contribution assumption: employee only about $35,390 at 4% or $23,593 at 6%; with 50% employer match about $23,593 at 4% or $15,729 at 6%; with 100% employer match about $17,695 at 4% or $11,797 at 6%. |
| 2015 | 1 | 13 | $446,949 | $56,740 | $4,365iApproximate average salary by contribution assumption: employee only about $109,115 at 4% or $72,744 at 6%; with 50% employer match about $72,744 at 4% or $48,496 at 6%; with 100% employer match about $54,558 at 4% or $36,372 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 13 | $446,949 | $56,740 | $4,365iApproximate average salary by contribution assumption: employee only about $109,115 at 4% or $72,744 at 6%; with 50% employer match about $72,744 at 4% or $48,496 at 6%; with 100% employer match about $54,558 at 4% or $36,372 at 6%. |
| 2014 | 1 | 15 | $496,384 | $77,744 | $5,183iApproximate average salary by contribution assumption: employee only about $129,573 at 4% or $86,382 at 6%; with 50% employer match about $86,382 at 4% or $57,588 at 6%; with 100% employer match about $64,787 at 4% or $43,191 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 15 | $496,384 | $77,744 | $5,183iApproximate average salary by contribution assumption: employee only about $129,573 at 4% or $86,382 at 6%; with 50% employer match about $86,382 at 4% or $57,588 at 6%; with 100% employer match about $64,787 at 4% or $43,191 at 6%. |
| 2013 | 1 | 15 | $400,243 | $91,911 | $6,127iApproximate average salary by contribution assumption: employee only about $153,185 at 4% or $102,123 at 6%; with 50% employer match about $102,123 at 4% or $68,082 at 6%; with 100% employer match about $76,593 at 4% or $51,062 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 15 | $400,243 | $91,911 | $6,127iApproximate average salary by contribution assumption: employee only about $153,185 at 4% or $102,123 at 6%; with 50% employer match about $102,123 at 4% or $68,082 at 6%; with 100% employer match about $76,593 at 4% or $51,062 at 6%. |
| 2012 | 1 | 16 | $251,435 | $72,450 | $4,528iApproximate average salary by contribution assumption: employee only about $113,203 at 4% or $75,469 at 6%; with 50% employer match about $75,469 at 4% or $50,313 at 6%; with 100% employer match about $56,602 at 4% or $37,734 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 16 | $251,435 | $72,450 | $4,528iApproximate average salary by contribution assumption: employee only about $113,203 at 4% or $75,469 at 6%; with 50% employer match about $75,469 at 4% or $50,313 at 6%; with 100% employer match about $56,602 at 4% or $37,734 at 6%. |
| 2011 | 1 | 12 | $180,882 | $31,221 | $2,602iApproximate average salary by contribution assumption: employee only about $65,044 at 4% or $43,363 at 6%; with 50% employer match about $43,363 at 4% or $28,908 at 6%; with 100% employer match about $32,522 at 4% or $21,681 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 12 | $180,882 | $31,221 | $2,602iApproximate average salary by contribution assumption: employee only about $65,044 at 4% or $43,363 at 6%; with 50% employer match about $43,363 at 4% or $28,908 at 6%; with 100% employer match about $32,522 at 4% or $21,681 at 6%. |
| 2010 | 1 | 14 | $170,043 | $25,533 | $1,824iApproximate average salary by contribution assumption: employee only about $45,595 at 4% or $30,396 at 6%; with 50% employer match about $30,396 at 4% or $20,264 at 6%; with 100% employer match about $22,797 at 4% or $15,198 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 14 | $170,043 | $25,533 | $1,824iApproximate average salary by contribution assumption: employee only about $45,595 at 4% or $30,396 at 6%; with 50% employer match about $30,396 at 4% or $20,264 at 6%; with 100% employer match about $22,797 at 4% or $15,198 at 6%. |
| 2009 | 1 | 17 | $147,857 | $58,648 | $3,450iApproximate average salary by contribution assumption: employee only about $86,247 at 4% or $57,498 at 6%; with 50% employer match about $57,498 at 4% or $38,332 at 6%; with 100% employer match about $43,124 at 4% or $28,749 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 17 | $147,857 | $58,648 | $3,450iApproximate average salary by contribution assumption: employee only about $86,247 at 4% or $57,498 at 6%; with 50% employer match about $57,498 at 4% or $38,332 at 6%; with 100% employer match about $43,124 at 4% or $28,749 at 6%. |
| 2008 | 1 | 27 | $64,324 | $84,125 | $3,116iApproximate average salary by contribution assumption: employee only about $77,894 at 4% or $51,929 at 6%; with 50% employer match about $51,929 at 4% or $34,619 at 6%; with 100% employer match about $38,947 at 4% or $25,965 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 27 | $64,324 | $84,125 | $3,116iApproximate average salary by contribution assumption: employee only about $77,894 at 4% or $51,929 at 6%; with 50% employer match about $51,929 at 4% or $34,619 at 6%; with 100% employer match about $38,947 at 4% or $25,965 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 13 | $267,754 | $54,599 | $4,200iApproximate average salary by contribution assumption: employee only about $104,998 at 4% or $69,999 at 6%; with 50% employer match about $69,999 at 4% or $46,666 at 6%; with 100% employer match about $52,499 at 4% or $34,999 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 13 | $267,754 | $54,599 | $4,200iApproximate average salary by contribution assumption: employee only about $104,998 at 4% or $69,999 at 6%; with 50% employer match about $69,999 at 4% or $46,666 at 6%; with 100% employer match about $52,499 at 4% or $34,999 at 6%. |
| 2000 | 1 | 10 | $0 | $0 | - |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 10 | - | - | - |
| 1999 | 1 | 7 | $147,252 | $33,472 | $4,782iApproximate average salary by contribution assumption: employee only about $119,543 at 4% or $79,695 at 6%; with 50% employer match about $79,695 at 4% or $53,130 at 6%; with 100% employer match about $59,771 at 4% or $39,848 at 6%. |
| Susan Fredman & Associates Ltd. Employee Retirement Plan | - | 7 | $147,252 | $33,472 | $4,782iApproximate average salary by contribution assumption: employee only about $119,543 at 4% or $79,695 at 6%; with 50% employer match about $79,695 at 4% or $53,130 at 6%; with 100% employer match about $59,771 at 4% or $39,848 at 6%. |