Sudekum, Rosenberg, & Cassidy
Plan context: Sudekum, Rosenberg, & Cassidy Profit Sharing Plan
EIN 36-3866178 • Chicago, IL • 37 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
21
2024 Assets
$3,421,580
2024 Contributions
$174,947
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 | 21 | $3,421,580 | $174,947 | $8,331iApproximate average salary by contribution assumption: employee only about $208,270 at 4% or $138,847 at 6%; with 50% employer match about $138,847 at 4% or $92,565 at 6%; with 100% employer match about $104,135 at 4% or $69,423 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 21 | $3,421,580 | $174,947 | $8,331iApproximate average salary by contribution assumption: employee only about $208,270 at 4% or $138,847 at 6%; with 50% employer match about $138,847 at 4% or $92,565 at 6%; with 100% employer match about $104,135 at 4% or $69,423 at 6%. |
| 2023 | 2 | 23 | $3,816,560 | $282,528 | $12,284iApproximate average salary by contribution assumption: employee only about $307,096 at 4% or $204,730 at 6%; with 50% employer match about $204,730 at 4% or $136,487 at 6%; with 100% employer match about $153,548 at 4% or $102,365 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 23 | $3,816,560 | $170,858 | $7,429iApproximate average salary by contribution assumption: employee only about $185,715 at 4% or $123,810 at 6%; with 50% employer match about $123,810 at 4% or $82,540 at 6%; with 100% employer match about $92,858 at 4% or $61,905 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 0 | $0 | $111,670 | - |
| 2022 | 2 | 24 | $4,339,687 | $248,570 | $10,357iApproximate average salary by contribution assumption: employee only about $258,927 at 4% or $172,618 at 6%; with 50% employer match about $172,618 at 4% or $115,079 at 6%; with 100% employer match about $129,464 at 4% or $86,309 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 24 | $3,140,606 | $248,570 | $10,357iApproximate average salary by contribution assumption: employee only about $258,927 at 4% or $172,618 at 6%; with 50% employer match about $172,618 at 4% or $115,079 at 6%; with 100% employer match about $129,464 at 4% or $86,309 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 17 | $1,199,081 | $0 | - |
| 2021 | 2 | 27 | $6,085,046 | $247,097 | $9,152iApproximate average salary by contribution assumption: employee only about $228,794 at 4% or $152,529 at 6%; with 50% employer match about $152,529 at 4% or $101,686 at 6%; with 100% employer match about $114,397 at 4% or $76,265 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 27 | $4,674,894 | $217,097 | $8,041iApproximate average salary by contribution assumption: employee only about $201,016 at 4% or $134,010 at 6%; with 50% employer match about $134,010 at 4% or $89,340 at 6%; with 100% employer match about $100,508 at 4% or $67,005 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 16 | $1,410,152 | $30,000 | $1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%. |
| 2020 | 2 | 27 | $5,388,825 | $239,296 | $8,863iApproximate average salary by contribution assumption: employee only about $221,570 at 4% or $147,714 at 6%; with 50% employer match about $147,714 at 4% or $98,476 at 6%; with 100% employer match about $110,785 at 4% or $73,857 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 27 | $4,055,218 | $239,296 | $8,863iApproximate average salary by contribution assumption: employee only about $221,570 at 4% or $147,714 at 6%; with 50% employer match about $147,714 at 4% or $98,476 at 6%; with 100% employer match about $110,785 at 4% or $73,857 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 26 | $1,333,607 | $0 | - |
| 2019 | 2 | 28 | $4,607,019 | $460,061 | $16,431iApproximate average salary by contribution assumption: employee only about $410,769 at 4% or $273,846 at 6%; with 50% employer match about $273,846 at 4% or $182,564 at 6%; with 100% employer match about $205,384 at 4% or $136,923 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 28 | $3,486,843 | $320,061 | $11,431iApproximate average salary by contribution assumption: employee only about $285,769 at 4% or $190,513 at 6%; with 50% employer match about $190,513 at 4% or $127,008 at 6%; with 100% employer match about $142,884 at 4% or $95,256 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 25 | $1,120,176 | $140,000 | $5,600iApproximate average salary by contribution assumption: employee only about $140,000 at 4% or $93,333 at 6%; with 50% employer match about $93,333 at 4% or $62,222 at 6%; with 100% employer match about $70,000 at 4% or $46,667 at 6%. |
| 2018 | 2 | 28 | $3,810,633 | $375,225 | $13,401iApproximate average salary by contribution assumption: employee only about $335,022 at 4% or $223,348 at 6%; with 50% employer match about $223,348 at 4% or $148,899 at 6%; with 100% employer match about $167,511 at 4% or $111,674 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 28 | $2,975,083 | $264,626 | $9,451iApproximate average salary by contribution assumption: employee only about $236,273 at 4% or $157,515 at 6%; with 50% employer match about $157,515 at 4% or $105,010 at 6%; with 100% employer match about $118,137 at 4% or $78,758 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 22 | $835,550 | $110,599 | $5,027iApproximate average salary by contribution assumption: employee only about $125,681 at 4% or $83,787 at 6%; with 50% employer match about $83,787 at 4% or $55,858 at 6%; with 100% employer match about $62,840 at 4% or $41,894 at 6%. |
| 2017 | 2 | 35 | $3,684,459 | $376,244 | $10,750iApproximate average salary by contribution assumption: employee only about $268,746 at 4% or $179,164 at 6%; with 50% employer match about $179,164 at 4% or $119,443 at 6%; with 100% employer match about $134,373 at 4% or $89,582 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 35 | $2,911,244 | $236,028 | $6,744iApproximate average salary by contribution assumption: employee only about $168,591 at 4% or $112,394 at 6%; with 50% employer match about $112,394 at 4% or $74,930 at 6%; with 100% employer match about $84,296 at 4% or $56,197 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 17 | $773,215 | $140,216 | $8,248iApproximate average salary by contribution assumption: employee only about $206,200 at 4% or $137,467 at 6%; with 50% employer match about $137,467 at 4% or $91,644 at 6%; with 100% employer match about $103,100 at 4% or $68,733 at 6%. |
| 2016 | 2 | 37 | $3,161,762 | $327,570 | $8,853iApproximate average salary by contribution assumption: employee only about $221,331 at 4% or $147,554 at 6%; with 50% employer match about $147,554 at 4% or $98,369 at 6%; with 100% employer match about $110,666 at 4% or $73,777 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 37 | $2,569,277 | $165,138 | $4,463iApproximate average salary by contribution assumption: employee only about $111,580 at 4% or $74,386 at 6%; with 50% employer match about $74,386 at 4% or $49,591 at 6%; with 100% employer match about $55,790 at 4% or $37,193 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 16 | $592,485 | $162,432 | $10,152iApproximate average salary by contribution assumption: employee only about $253,800 at 4% or $169,200 at 6%; with 50% employer match about $169,200 at 4% or $112,800 at 6%; with 100% employer match about $126,900 at 4% or $84,600 at 6%. |
| 2015 | 2 | 26 | $2,650,622 | $288,562 | $11,099iApproximate average salary by contribution assumption: employee only about $277,463 at 4% or $184,976 at 6%; with 50% employer match about $184,976 at 4% or $123,317 at 6%; with 100% employer match about $138,732 at 4% or $92,488 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 26 | $2,239,702 | $182,562 | $7,022iApproximate average salary by contribution assumption: employee only about $175,540 at 4% or $117,027 at 6%; with 50% employer match about $117,027 at 4% or $78,018 at 6%; with 100% employer match about $87,770 at 4% or $58,513 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 16 | $410,920 | $106,000 | $6,625iApproximate average salary by contribution assumption: employee only about $165,625 at 4% or $110,417 at 6%; with 50% employer match about $110,417 at 4% or $73,611 at 6%; with 100% employer match about $82,813 at 4% or $55,208 at 6%. |
| 2014 | 2 | 28 | $2,447,171 | $374,428 | $13,372iApproximate average salary by contribution assumption: employee only about $334,311 at 4% or $222,874 at 6%; with 50% employer match about $222,874 at 4% or $148,583 at 6%; with 100% employer match about $167,155 at 4% or $111,437 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 28 | $2,130,073 | $268,176 | $9,578iApproximate average salary by contribution assumption: employee only about $239,443 at 4% or $159,629 at 6%; with 50% employer match about $159,629 at 4% or $106,419 at 6%; with 100% employer match about $119,721 at 4% or $79,814 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 15 | $317,098 | $106,252 | $7,083iApproximate average salary by contribution assumption: employee only about $177,087 at 4% or $118,058 at 6%; with 50% employer match about $118,058 at 4% or $78,705 at 6%; with 100% employer match about $88,543 at 4% or $59,029 at 6%. |
| 2013 | 2 | 28 | $2,206,706 | $360,964 | $12,892iApproximate average salary by contribution assumption: employee only about $322,289 at 4% or $214,860 at 6%; with 50% employer match about $214,860 at 4% or $143,240 at 6%; with 100% employer match about $161,145 at 4% or $107,430 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 28 | $1,998,204 | $257,018 | $9,179iApproximate average salary by contribution assumption: employee only about $229,480 at 4% or $152,987 at 6%; with 50% employer match about $152,987 at 4% or $101,991 at 6%; with 100% employer match about $114,740 at 4% or $76,493 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 13 | $208,502 | $103,946 | $7,996iApproximate average salary by contribution assumption: employee only about $199,896 at 4% or $133,264 at 6%; with 50% employer match about $133,264 at 4% or $88,843 at 6%; with 100% employer match about $99,948 at 4% or $66,632 at 6%. |
| 2012 | 2 | 23 | $1,680,516 | $575,870 | $25,038iApproximate average salary by contribution assumption: employee only about $625,946 at 4% or $417,297 at 6%; with 50% employer match about $417,297 at 4% or $278,198 at 6%; with 100% employer match about $312,973 at 4% or $208,649 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 23 | $1,577,622 | $472,976 | $20,564iApproximate average salary by contribution assumption: employee only about $514,104 at 4% or $342,736 at 6%; with 50% employer match about $342,736 at 4% or $228,491 at 6%; with 100% employer match about $257,052 at 4% or $171,368 at 6%. |
| SUDEKUM, CASSIDY & SHULRUFF, CHTD. CASH BALANCE PLAN | - | 12 | $102,894 | $102,894 | $8,575iApproximate average salary by contribution assumption: employee only about $214,363 at 4% or $142,908 at 6%; with 50% employer match about $142,908 at 4% or $95,272 at 6%; with 100% employer match about $107,181 at 4% or $71,454 at 6%. |
| 2011 | 1 | 23 | $987,000 | $250,674 | $10,899iApproximate average salary by contribution assumption: employee only about $272,472 at 4% or $181,648 at 6%; with 50% employer match about $181,648 at 4% or $121,099 at 6%; with 100% employer match about $136,236 at 4% or $90,824 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 23 | $987,000 | $250,674 | $10,899iApproximate average salary by contribution assumption: employee only about $272,472 at 4% or $181,648 at 6%; with 50% employer match about $181,648 at 4% or $121,099 at 6%; with 100% employer match about $136,236 at 4% or $90,824 at 6%. |
| 2010 | 1 | 20 | $866,932 | $146,931 | $7,347iApproximate average salary by contribution assumption: employee only about $183,664 at 4% or $122,443 at 6%; with 50% employer match about $122,443 at 4% or $81,628 at 6%; with 100% employer match about $91,832 at 4% or $61,221 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 20 | $866,932 | $146,931 | $7,347iApproximate average salary by contribution assumption: employee only about $183,664 at 4% or $122,443 at 6%; with 50% employer match about $122,443 at 4% or $81,628 at 6%; with 100% employer match about $91,832 at 4% or $61,221 at 6%. |
| 2009 | 1 | 14 | $1,101,163 | $107,460 | $7,676iApproximate average salary by contribution assumption: employee only about $191,893 at 4% or $127,929 at 6%; with 50% employer match about $127,929 at 4% or $85,286 at 6%; with 100% employer match about $95,946 at 4% or $63,964 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 14 | $1,101,163 | $107,460 | $7,676iApproximate average salary by contribution assumption: employee only about $191,893 at 4% or $127,929 at 6%; with 50% employer match about $127,929 at 4% or $85,286 at 6%; with 100% employer match about $95,946 at 4% or $63,964 at 6%. |
| 2008 | 1 | 13 | $723,858 | $69,737 | $5,364iApproximate average salary by contribution assumption: employee only about $134,110 at 4% or $89,406 at 6%; with 50% employer match about $89,406 at 4% or $59,604 at 6%; with 100% employer match about $67,055 at 4% or $44,703 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 13 | $723,858 | $69,737 | $5,364iApproximate average salary by contribution assumption: employee only about $134,110 at 4% or $89,406 at 6%; with 50% employer match about $89,406 at 4% or $59,604 at 6%; with 100% employer match about $67,055 at 4% or $44,703 at 6%. |
| 2006 | 1 | 16 | $984,607 | $72,068 | $4,504iApproximate average salary by contribution assumption: employee only about $112,606 at 4% or $75,071 at 6%; with 50% employer match about $75,071 at 4% or $50,047 at 6%; with 100% employer match about $56,303 at 4% or $37,535 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 16 | $984,607 | $72,068 | $4,504iApproximate average salary by contribution assumption: employee only about $112,606 at 4% or $75,071 at 6%; with 50% employer match about $75,071 at 4% or $50,047 at 6%; with 100% employer match about $56,303 at 4% or $37,535 at 6%. |
| 2005 | 1 | 17 | $791,235 | $29,829 | $1,755iApproximate average salary by contribution assumption: employee only about $43,866 at 4% or $29,244 at 6%; with 50% employer match about $29,244 at 4% or $19,496 at 6%; with 100% employer match about $21,933 at 4% or $14,622 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 17 | $791,235 | $29,829 | $1,755iApproximate average salary by contribution assumption: employee only about $43,866 at 4% or $29,244 at 6%; with 50% employer match about $29,244 at 4% or $19,496 at 6%; with 100% employer match about $21,933 at 4% or $14,622 at 6%. |
| 2004 | 1 | 20 | $831,678 | $28,983 | $1,449iApproximate average salary by contribution assumption: employee only about $36,229 at 4% or $24,153 at 6%; with 50% employer match about $24,153 at 4% or $16,102 at 6%; with 100% employer match about $18,114 at 4% or $12,076 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 20 | $831,678 | $28,983 | $1,449iApproximate average salary by contribution assumption: employee only about $36,229 at 4% or $24,153 at 6%; with 50% employer match about $24,153 at 4% or $16,102 at 6%; with 100% employer match about $18,114 at 4% or $12,076 at 6%. |
| 2003 | 1 | 24 | $768,361 | $43,158 | $1,798iApproximate average salary by contribution assumption: employee only about $44,956 at 4% or $29,971 at 6%; with 50% employer match about $29,971 at 4% or $19,981 at 6%; with 100% employer match about $22,478 at 4% or $14,985 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 24 | $768,361 | $43,158 | $1,798iApproximate average salary by contribution assumption: employee only about $44,956 at 4% or $29,971 at 6%; with 50% employer match about $29,971 at 4% or $19,981 at 6%; with 100% employer match about $22,478 at 4% or $14,985 at 6%. |
| 2002 | 1 | 27 | $606,977 | $77,570 | $2,873iApproximate average salary by contribution assumption: employee only about $71,824 at 4% or $47,883 at 6%; with 50% employer match about $47,883 at 4% or $31,922 at 6%; with 100% employer match about $35,912 at 4% or $23,941 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 27 | $606,977 | $77,570 | $2,873iApproximate average salary by contribution assumption: employee only about $71,824 at 4% or $47,883 at 6%; with 50% employer match about $47,883 at 4% or $31,922 at 6%; with 100% employer match about $35,912 at 4% or $23,941 at 6%. |
| 2001 | 1 | 25 | $650,616 | $49,202 | $1,968iApproximate average salary by contribution assumption: employee only about $49,202 at 4% or $32,801 at 6%; with 50% employer match about $32,801 at 4% or $21,868 at 6%; with 100% employer match about $24,601 at 4% or $16,401 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 25 | $650,616 | $49,202 | $1,968iApproximate average salary by contribution assumption: employee only about $49,202 at 4% or $32,801 at 6%; with 50% employer match about $32,801 at 4% or $21,868 at 6%; with 100% employer match about $24,601 at 4% or $16,401 at 6%. |
| 2000 | 1 | 22 | $0 | $0 | - |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 22 | - | - | - |
| 1999 | 1 | 24 | $779,693 | $54,423 | $2,268iApproximate average salary by contribution assumption: employee only about $56,691 at 4% or $37,794 at 6%; with 50% employer match about $37,794 at 4% or $25,196 at 6%; with 100% employer match about $28,345 at 4% or $18,897 at 6%. |
| Sudekum, Rosenberg, & Cassidy Profit Sharing Plan | - | 24 | $779,693 | $54,423 | $2,268iApproximate average salary by contribution assumption: employee only about $56,691 at 4% or $37,794 at 6%; with 50% employer match about $37,794 at 4% or $25,196 at 6%; with 100% employer match about $28,345 at 4% or $18,897 at 6%. |