Civic Intelligence

Stein & Stein

Plan context: Stein & Stein Standard Prototype Profit Sharing Plan and Trust

EIN 36-3878678 • Chicago, IL • 18 filings • 7 plans

30 North Lasalle StreetSuite 3100Chicago, IL 60602
Current Snapshot

Latest Year

2016

2016 Participants

7

2016 Assets

$1,899,433

2016 Contributions

$149,740

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,899,433$949,717$0199920092016YearValue
$1,899,433Latest year 2016

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

740199920082016YearValue
7Latest year 2016

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201617$1,899,433$149,740$21,391iApproximate average salary by contribution assumption: employee only about $534,786 at 4% or $356,524 at 6%; with 50% employer match about $356,524 at 4% or $237,683 at 6%; with 100% employer match about $267,393 at 4% or $178,262 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-7$1,899,433$149,740$21,391iApproximate average salary by contribution assumption: employee only about $534,786 at 4% or $356,524 at 6%; with 50% employer match about $356,524 at 4% or $237,683 at 6%; with 100% employer match about $267,393 at 4% or $178,262 at 6%.
201517$1,682,417$158,218$22,603iApproximate average salary by contribution assumption: employee only about $565,064 at 4% or $376,710 at 6%; with 50% employer match about $376,710 at 4% or $251,140 at 6%; with 100% employer match about $282,532 at 4% or $188,355 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-7$1,682,417$158,218$22,603iApproximate average salary by contribution assumption: employee only about $565,064 at 4% or $376,710 at 6%; with 50% employer match about $376,710 at 4% or $251,140 at 6%; with 100% employer match about $282,532 at 4% or $188,355 at 6%.
201416$1,548,287$128,571$21,429iApproximate average salary by contribution assumption: employee only about $535,713 at 4% or $357,142 at 6%; with 50% employer match about $357,142 at 4% or $238,094 at 6%; with 100% employer match about $267,856 at 4% or $178,571 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-6$1,548,287$128,571$21,429iApproximate average salary by contribution assumption: employee only about $535,713 at 4% or $357,142 at 6%; with 50% employer match about $357,142 at 4% or $238,094 at 6%; with 100% employer match about $267,856 at 4% or $178,571 at 6%.
201316$1,380,683$126,060$21,010iApproximate average salary by contribution assumption: employee only about $525,250 at 4% or $350,167 at 6%; with 50% employer match about $350,167 at 4% or $233,444 at 6%; with 100% employer match about $262,625 at 4% or $175,083 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-6$1,380,683$126,060$21,010iApproximate average salary by contribution assumption: employee only about $525,250 at 4% or $350,167 at 6%; with 50% employer match about $350,167 at 4% or $233,444 at 6%; with 100% employer match about $262,625 at 4% or $175,083 at 6%.
201216$1,101,997$92,032$15,339iApproximate average salary by contribution assumption: employee only about $383,467 at 4% or $255,644 at 6%; with 50% employer match about $255,644 at 4% or $170,430 at 6%; with 100% employer match about $191,733 at 4% or $127,822 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-6$1,101,997$92,032$15,339iApproximate average salary by contribution assumption: employee only about $383,467 at 4% or $255,644 at 6%; with 50% employer match about $255,644 at 4% or $170,430 at 6%; with 100% employer match about $191,733 at 4% or $127,822 at 6%.
201116$928,431$78,950$13,158iApproximate average salary by contribution assumption: employee only about $328,958 at 4% or $219,306 at 6%; with 50% employer match about $219,306 at 4% or $146,204 at 6%; with 100% employer match about $164,479 at 4% or $109,653 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-6$928,431$78,950$13,158iApproximate average salary by contribution assumption: employee only about $328,958 at 4% or $219,306 at 6%; with 50% employer match about $219,306 at 4% or $146,204 at 6%; with 100% employer match about $164,479 at 4% or $109,653 at 6%.
201014$861,074$59,444$14,861iApproximate average salary by contribution assumption: employee only about $371,525 at 4% or $247,683 at 6%; with 50% employer match about $247,683 at 4% or $165,122 at 6%; with 100% employer match about $185,763 at 4% or $123,842 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-4$861,074$59,444$14,861iApproximate average salary by contribution assumption: employee only about $371,525 at 4% or $247,683 at 6%; with 50% employer match about $247,683 at 4% or $165,122 at 6%; with 100% employer match about $185,763 at 4% or $123,842 at 6%.
200915$726,603$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-5$726,603$85,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
200814$623,939$60,113$15,028iApproximate average salary by contribution assumption: employee only about $375,706 at 4% or $250,471 at 6%; with 50% employer match about $250,471 at 4% or $166,981 at 6%; with 100% employer match about $187,853 at 4% or $125,235 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-4$623,939$60,113$15,028iApproximate average salary by contribution assumption: employee only about $375,706 at 4% or $250,471 at 6%; with 50% employer match about $250,471 at 4% or $166,981 at 6%; with 100% employer match about $187,853 at 4% or $125,235 at 6%.
200714$0$0-
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-4---
200616$600,663$95,025$15,838iApproximate average salary by contribution assumption: employee only about $395,938 at 4% or $263,958 at 6%; with 50% employer match about $263,958 at 4% or $175,972 at 6%; with 100% employer match about $197,969 at 4% or $131,979 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-6$600,663$95,025$15,838iApproximate average salary by contribution assumption: employee only about $395,938 at 4% or $263,958 at 6%; with 50% employer match about $263,958 at 4% or $175,972 at 6%; with 100% employer match about $197,969 at 4% or $131,979 at 6%.
200514$487,564$94,562$23,641iApproximate average salary by contribution assumption: employee only about $591,013 at 4% or $394,008 at 6%; with 50% employer match about $394,008 at 4% or $262,672 at 6%; with 100% employer match about $295,506 at 4% or $197,004 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-4$487,564$94,562$23,641iApproximate average salary by contribution assumption: employee only about $591,013 at 4% or $394,008 at 6%; with 50% employer match about $394,008 at 4% or $262,672 at 6%; with 100% employer match about $295,506 at 4% or $197,004 at 6%.
200416$374,596$66,620$11,103iApproximate average salary by contribution assumption: employee only about $277,583 at 4% or $185,056 at 6%; with 50% employer match about $185,056 at 4% or $123,370 at 6%; with 100% employer match about $138,792 at 4% or $92,528 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-6$374,596$66,620$11,103iApproximate average salary by contribution assumption: employee only about $277,583 at 4% or $185,056 at 6%; with 50% employer match about $185,056 at 4% or $123,370 at 6%; with 100% employer match about $138,792 at 4% or $92,528 at 6%.
200316$294,996$53,857$8,976iApproximate average salary by contribution assumption: employee only about $224,404 at 4% or $149,603 at 6%; with 50% employer match about $149,603 at 4% or $99,735 at 6%; with 100% employer match about $112,202 at 4% or $74,801 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-6$294,996$53,857$8,976iApproximate average salary by contribution assumption: employee only about $224,404 at 4% or $149,603 at 6%; with 50% employer match about $149,603 at 4% or $99,735 at 6%; with 100% employer match about $112,202 at 4% or $74,801 at 6%.
200214$197,477$10,221$2,555iApproximate average salary by contribution assumption: employee only about $63,881 at 4% or $42,588 at 6%; with 50% employer match about $42,588 at 4% or $28,392 at 6%; with 100% employer match about $31,941 at 4% or $21,294 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-4$197,477$10,221$2,555iApproximate average salary by contribution assumption: employee only about $63,881 at 4% or $42,588 at 6%; with 50% employer match about $42,588 at 4% or $28,392 at 6%; with 100% employer match about $31,941 at 4% or $21,294 at 6%.
200114$0$0-
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-4---
200015$199,885$67,357$13,471iApproximate average salary by contribution assumption: employee only about $336,785 at 4% or $224,523 at 6%; with 50% employer match about $224,523 at 4% or $149,682 at 6%; with 100% employer match about $168,393 at 4% or $112,262 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-5$199,885$67,357$13,471iApproximate average salary by contribution assumption: employee only about $336,785 at 4% or $224,523 at 6%; with 50% employer match about $224,523 at 4% or $149,682 at 6%; with 100% employer match about $168,393 at 4% or $112,262 at 6%.
199917$169,807$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Stein & Stein Standard Prototype Profit Sharing Plan and Trust-7$169,807$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.