Civic Intelligence

Lavin & Waldon P C

Plan context: Lavin Waldon P C 401 K Profit Sharing Plan Trust

EIN 36-3914450 • Highland Park, IL • 18 filings • 5 plans

1849 Green Bay Rd Ste 440Highland Park, IL 60035-3173
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$1,886,050

2025 Contributions

$69,733

Historical Graphs

Total Assets Over Time

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

$1,886,050$943,025$0200820172025YearValue
$1,886,050Latest year 2025

Participants Over Time

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

740200820172025YearValue
5Latest year 2025

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
202515$1,886,050$69,733$13,947iApproximate average salary by contribution assumption: employee only about $348,665 at 4% or $232,443 at 6%; with 50% employer match about $232,443 at 4% or $154,962 at 6%; with 100% employer match about $174,333 at 4% or $116,222 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-5$1,886,050$69,733$13,947iApproximate average salary by contribution assumption: employee only about $348,665 at 4% or $232,443 at 6%; with 50% employer match about $232,443 at 4% or $154,962 at 6%; with 100% employer match about $174,333 at 4% or $116,222 at 6%.
202415$1,576,941$110,844$22,169iApproximate average salary by contribution assumption: employee only about $554,220 at 4% or $369,480 at 6%; with 50% employer match about $369,480 at 4% or $246,320 at 6%; with 100% employer match about $277,110 at 4% or $184,740 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-5$1,576,941$110,844$22,169iApproximate average salary by contribution assumption: employee only about $554,220 at 4% or $369,480 at 6%; with 50% employer match about $369,480 at 4% or $246,320 at 6%; with 100% employer match about $277,110 at 4% or $184,740 at 6%.
202314$1,290,429$451,220$112,805iApproximate average salary by contribution assumption: employee only about $2,820,125 at 4% or $1,880,083 at 6%; with 50% employer match about $1,880,083 at 4% or $1,253,389 at 6%; with 100% employer match about $1,410,063 at 4% or $940,042 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-4$1,290,429$451,220$112,805iApproximate average salary by contribution assumption: employee only about $2,820,125 at 4% or $1,880,083 at 6%; with 50% employer match about $1,880,083 at 4% or $1,253,389 at 6%; with 100% employer match about $1,410,063 at 4% or $940,042 at 6%.
202215$865,118$75,134$15,027iApproximate average salary by contribution assumption: employee only about $375,670 at 4% or $250,447 at 6%; with 50% employer match about $250,447 at 4% or $166,964 at 6%; with 100% employer match about $187,835 at 4% or $125,223 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-5$865,118$75,134$15,027iApproximate average salary by contribution assumption: employee only about $375,670 at 4% or $250,447 at 6%; with 50% employer match about $250,447 at 4% or $166,964 at 6%; with 100% employer match about $187,835 at 4% or $125,223 at 6%.
202114$951,401$65,917$16,479iApproximate average salary by contribution assumption: employee only about $411,981 at 4% or $274,654 at 6%; with 50% employer match about $274,654 at 4% or $183,103 at 6%; with 100% employer match about $205,991 at 4% or $137,327 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-4$951,401$65,917$16,479iApproximate average salary by contribution assumption: employee only about $411,981 at 4% or $274,654 at 6%; with 50% employer match about $274,654 at 4% or $183,103 at 6%; with 100% employer match about $205,991 at 4% or $137,327 at 6%.
202014$764,290$47,892$11,973iApproximate average salary by contribution assumption: employee only about $299,325 at 4% or $199,550 at 6%; with 50% employer match about $199,550 at 4% or $133,033 at 6%; with 100% employer match about $149,663 at 4% or $99,775 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-4$764,290$47,892$11,973iApproximate average salary by contribution assumption: employee only about $299,325 at 4% or $199,550 at 6%; with 50% employer match about $199,550 at 4% or $133,033 at 6%; with 100% employer match about $149,663 at 4% or $99,775 at 6%.
201914$613,806$59,542$14,886iApproximate average salary by contribution assumption: employee only about $372,138 at 4% or $248,092 at 6%; with 50% employer match about $248,092 at 4% or $165,394 at 6%; with 100% employer match about $186,069 at 4% or $124,046 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-4$613,806$59,542$14,886iApproximate average salary by contribution assumption: employee only about $372,138 at 4% or $248,092 at 6%; with 50% employer match about $248,092 at 4% or $165,394 at 6%; with 100% employer match about $186,069 at 4% or $124,046 at 6%.
201814$454,193$53,225$13,306iApproximate average salary by contribution assumption: employee only about $332,656 at 4% or $221,771 at 6%; with 50% employer match about $221,771 at 4% or $147,847 at 6%; with 100% employer match about $166,328 at 4% or $110,885 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-4$454,193$53,225$13,306iApproximate average salary by contribution assumption: employee only about $332,656 at 4% or $221,771 at 6%; with 50% employer match about $221,771 at 4% or $147,847 at 6%; with 100% employer match about $166,328 at 4% or $110,885 at 6%.
201715$500,528$50,040$10,008iApproximate average salary by contribution assumption: employee only about $250,200 at 4% or $166,800 at 6%; with 50% employer match about $166,800 at 4% or $111,200 at 6%; with 100% employer match about $125,100 at 4% or $83,400 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-5$500,528$50,040$10,008iApproximate average salary by contribution assumption: employee only about $250,200 at 4% or $166,800 at 6%; with 50% employer match about $166,800 at 4% or $111,200 at 6%; with 100% employer match about $125,100 at 4% or $83,400 at 6%.
201615$377,476$49,480$9,896iApproximate average salary by contribution assumption: employee only about $247,400 at 4% or $164,933 at 6%; with 50% employer match about $164,933 at 4% or $109,956 at 6%; with 100% employer match about $123,700 at 4% or $82,467 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-5$377,476$49,480$9,896iApproximate average salary by contribution assumption: employee only about $247,400 at 4% or $164,933 at 6%; with 50% employer match about $164,933 at 4% or $109,956 at 6%; with 100% employer match about $123,700 at 4% or $82,467 at 6%.
201515$303,841$49,000$9,800iApproximate average salary by contribution assumption: employee only about $245,000 at 4% or $163,333 at 6%; with 50% employer match about $163,333 at 4% or $108,889 at 6%; with 100% employer match about $122,500 at 4% or $81,667 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-5$303,841$49,000$9,800iApproximate average salary by contribution assumption: employee only about $245,000 at 4% or $163,333 at 6%; with 50% employer match about $163,333 at 4% or $108,889 at 6%; with 100% employer match about $122,500 at 4% or $81,667 at 6%.
201415$257,464$49,518$9,904iApproximate average salary by contribution assumption: employee only about $247,590 at 4% or $165,060 at 6%; with 50% employer match about $165,060 at 4% or $110,040 at 6%; with 100% employer match about $123,795 at 4% or $82,530 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-5$257,464$49,518$9,904iApproximate average salary by contribution assumption: employee only about $247,590 at 4% or $165,060 at 6%; with 50% employer match about $165,060 at 4% or $110,040 at 6%; with 100% employer match about $123,795 at 4% or $82,530 at 6%.
201315$195,076$49,580$9,916iApproximate average salary by contribution assumption: employee only about $247,900 at 4% or $165,267 at 6%; with 50% employer match about $165,267 at 4% or $110,178 at 6%; with 100% employer match about $123,950 at 4% or $82,633 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-5$195,076$49,580$9,916iApproximate average salary by contribution assumption: employee only about $247,900 at 4% or $165,267 at 6%; with 50% employer match about $165,267 at 4% or $110,178 at 6%; with 100% employer match about $123,950 at 4% or $82,633 at 6%.
201215$120,295$30,350$6,070iApproximate average salary by contribution assumption: employee only about $151,750 at 4% or $101,167 at 6%; with 50% employer match about $101,167 at 4% or $67,444 at 6%; with 100% employer match about $75,875 at 4% or $50,583 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-5$120,295$30,350$6,070iApproximate average salary by contribution assumption: employee only about $151,750 at 4% or $101,167 at 6%; with 50% employer match about $101,167 at 4% or $67,444 at 6%; with 100% employer match about $75,875 at 4% or $50,583 at 6%.
201114$80,684$24,220$6,055iApproximate average salary by contribution assumption: employee only about $151,375 at 4% or $100,917 at 6%; with 50% employer match about $100,917 at 4% or $67,278 at 6%; with 100% employer match about $75,688 at 4% or $50,458 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-4$80,684$24,220$6,055iApproximate average salary by contribution assumption: employee only about $151,375 at 4% or $100,917 at 6%; with 50% employer match about $100,917 at 4% or $67,278 at 6%; with 100% employer match about $75,688 at 4% or $50,458 at 6%.
201013$66,040$12,890$4,297iApproximate average salary by contribution assumption: employee only about $107,417 at 4% or $71,611 at 6%; with 50% employer match about $71,611 at 4% or $47,741 at 6%; with 100% employer match about $53,708 at 4% or $35,806 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-3$66,040$12,890$4,297iApproximate average salary by contribution assumption: employee only about $107,417 at 4% or $71,611 at 6%; with 50% employer match about $71,611 at 4% or $47,741 at 6%; with 100% employer match about $53,708 at 4% or $35,806 at 6%.
200913$46,473$12,600$4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-3$46,473$12,600$4,200iApproximate average salary by contribution assumption: employee only about $105,000 at 4% or $70,000 at 6%; with 50% employer match about $70,000 at 4% or $46,667 at 6%; with 100% employer match about $52,500 at 4% or $35,000 at 6%.
200817$26,508$24,510$3,501iApproximate average salary by contribution assumption: employee only about $87,536 at 4% or $58,357 at 6%; with 50% employer match about $58,357 at 4% or $38,905 at 6%; with 100% employer match about $43,768 at 4% or $29,179 at 6%.
Lavin Waldon P C 401 K Profit Sharing Plan Trust-7$26,508$24,510$3,501iApproximate average salary by contribution assumption: employee only about $87,536 at 4% or $58,357 at 6%; with 50% employer match about $58,357 at 4% or $38,905 at 6%; with 100% employer match about $43,768 at 4% or $29,179 at 6%.