JOEL S. ROTHMAN & ASSOCIATES
Plan context: Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust
EIN 36-3924208 • Chicago, IL • 35 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$5,093,178
2024 Contributions
$206,903
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 | 10 | $5,093,178 | $206,903 | $20,690iApproximate average salary by contribution assumption: employee only about $517,258 at 4% or $344,838 at 6%; with 50% employer match about $344,838 at 4% or $229,892 at 6%; with 100% employer match about $258,629 at 4% or $172,419 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 10 | $5,093,178 | $206,903 | $20,690iApproximate average salary by contribution assumption: employee only about $517,258 at 4% or $344,838 at 6%; with 50% employer match about $344,838 at 4% or $229,892 at 6%; with 100% employer match about $258,629 at 4% or $172,419 at 6%. |
| 2023 | 1 | 10 | $4,340,575 | $201,949 | $20,195iApproximate average salary by contribution assumption: employee only about $504,873 at 4% or $336,582 at 6%; with 50% employer match about $336,582 at 4% or $224,388 at 6%; with 100% employer match about $252,436 at 4% or $168,291 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 10 | $4,340,575 | $201,949 | $20,195iApproximate average salary by contribution assumption: employee only about $504,873 at 4% or $336,582 at 6%; with 50% employer match about $336,582 at 4% or $224,388 at 6%; with 100% employer match about $252,436 at 4% or $168,291 at 6%. |
| 2022 | 1 | 9 | $3,554,211 | $183,108 | $20,345iApproximate average salary by contribution assumption: employee only about $508,633 at 4% or $339,089 at 6%; with 50% employer match about $339,089 at 4% or $226,059 at 6%; with 100% employer match about $254,317 at 4% or $169,544 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 9 | $3,554,211 | $183,108 | $20,345iApproximate average salary by contribution assumption: employee only about $508,633 at 4% or $339,089 at 6%; with 50% employer match about $339,089 at 4% or $226,059 at 6%; with 100% employer match about $254,317 at 4% or $169,544 at 6%. |
| 2021 | 1 | 9 | $4,058,437 | $168,112 | $18,679iApproximate average salary by contribution assumption: employee only about $466,978 at 4% or $311,319 at 6%; with 50% employer match about $311,319 at 4% or $207,546 at 6%; with 100% employer match about $233,489 at 4% or $155,659 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 9 | $4,058,437 | $168,112 | $18,679iApproximate average salary by contribution assumption: employee only about $466,978 at 4% or $311,319 at 6%; with 50% employer match about $311,319 at 4% or $207,546 at 6%; with 100% employer match about $233,489 at 4% or $155,659 at 6%. |
| 2020 | 1 | 10 | $3,437,852 | $162,804 | $16,280iApproximate average salary by contribution assumption: employee only about $407,010 at 4% or $271,340 at 6%; with 50% employer match about $271,340 at 4% or $180,893 at 6%; with 100% employer match about $203,505 at 4% or $135,670 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 10 | $3,437,852 | $162,804 | $16,280iApproximate average salary by contribution assumption: employee only about $407,010 at 4% or $271,340 at 6%; with 50% employer match about $271,340 at 4% or $180,893 at 6%; with 100% employer match about $203,505 at 4% or $135,670 at 6%. |
| 2019 | 1 | 8 | $2,909,320 | $134,453 | $16,807iApproximate average salary by contribution assumption: employee only about $420,166 at 4% or $280,110 at 6%; with 50% employer match about $280,110 at 4% or $186,740 at 6%; with 100% employer match about $210,083 at 4% or $140,055 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 8 | $2,909,320 | $134,453 | $16,807iApproximate average salary by contribution assumption: employee only about $420,166 at 4% or $280,110 at 6%; with 50% employer match about $280,110 at 4% or $186,740 at 6%; with 100% employer match about $210,083 at 4% or $140,055 at 6%. |
| 2018 | 1 | 7 | $2,320,850 | $135,800 | $19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 7 | $2,320,850 | $135,800 | $19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%. |
| 2017 | 1 | 7 | $2,311,417 | $126,888 | $18,127iApproximate average salary by contribution assumption: employee only about $453,171 at 4% or $302,114 at 6%; with 50% employer match about $302,114 at 4% or $201,410 at 6%; with 100% employer match about $226,586 at 4% or $151,057 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 7 | $2,311,417 | $126,888 | $18,127iApproximate average salary by contribution assumption: employee only about $453,171 at 4% or $302,114 at 6%; with 50% employer match about $302,114 at 4% or $201,410 at 6%; with 100% employer match about $226,586 at 4% or $151,057 at 6%. |
| 2016 | 1 | 5 | $1,893,499 | $103,252 | $20,650iApproximate average salary by contribution assumption: employee only about $516,260 at 4% or $344,173 at 6%; with 50% employer match about $344,173 at 4% or $229,449 at 6%; with 100% employer match about $258,130 at 4% or $172,087 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 5 | $1,893,499 | $103,252 | $20,650iApproximate average salary by contribution assumption: employee only about $516,260 at 4% or $344,173 at 6%; with 50% employer match about $344,173 at 4% or $229,449 at 6%; with 100% employer match about $258,130 at 4% or $172,087 at 6%. |
| 2015 | 1 | 4 | $1,676,832 | $262,413 | $65,603iApproximate average salary by contribution assumption: employee only about $1,640,081 at 4% or $1,093,388 at 6%; with 50% employer match about $1,093,388 at 4% or $728,925 at 6%; with 100% employer match about $820,041 at 4% or $546,694 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 4 | $1,676,832 | $262,413 | $65,603iApproximate average salary by contribution assumption: employee only about $1,640,081 at 4% or $1,093,388 at 6%; with 50% employer match about $1,093,388 at 4% or $728,925 at 6%; with 100% employer match about $820,041 at 4% or $546,694 at 6%. |
| 2014 | 2 | 7 | $1,462,425 | $60,828 | $8,690iApproximate average salary by contribution assumption: employee only about $217,243 at 4% or $144,829 at 6%; with 50% employer match about $144,829 at 4% or $96,552 at 6%; with 100% employer match about $108,621 at 4% or $72,414 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 7 | $1,462,425 | $60,828 | $8,690iApproximate average salary by contribution assumption: employee only about $217,243 at 4% or $144,829 at 6%; with 50% employer match about $144,829 at 4% or $96,552 at 6%; with 100% employer match about $108,621 at 4% or $72,414 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2013 | 2 | 7 | $3,464,914 | $169,267 | $24,181iApproximate average salary by contribution assumption: employee only about $604,525 at 4% or $403,017 at 6%; with 50% employer match about $403,017 at 4% or $268,678 at 6%; with 100% employer match about $302,263 at 4% or $201,508 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 7 | $2,080,514 | $115,000 | $16,429iApproximate average salary by contribution assumption: employee only about $410,714 at 4% or $273,810 at 6%; with 50% employer match about $273,810 at 4% or $182,540 at 6%; with 100% employer match about $205,357 at 4% or $136,905 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 7 | $1,384,400 | $54,267 | $7,752iApproximate average salary by contribution assumption: employee only about $193,811 at 4% or $129,207 at 6%; with 50% employer match about $129,207 at 4% or $86,138 at 6%; with 100% employer match about $96,905 at 4% or $64,604 at 6%. |
| 2012 | 2 | 7 | $2,747,524 | $185,352 | $26,479iApproximate average salary by contribution assumption: employee only about $661,971 at 4% or $441,314 at 6%; with 50% employer match about $441,314 at 4% or $294,210 at 6%; with 100% employer match about $330,986 at 4% or $220,657 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 7 | $1,658,454 | $100,000 | $14,286iApproximate average salary by contribution assumption: employee only about $357,143 at 4% or $238,095 at 6%; with 50% employer match about $238,095 at 4% or $158,730 at 6%; with 100% employer match about $178,571 at 4% or $119,048 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 7 | $1,089,070 | $85,352 | $12,193iApproximate average salary by contribution assumption: employee only about $304,829 at 4% or $203,219 at 6%; with 50% employer match about $203,219 at 4% or $135,479 at 6%; with 100% employer match about $152,414 at 4% or $101,610 at 6%. |
| 2011 | 2 | 6 | $2,272,526 | $438,114 | $73,019iApproximate average salary by contribution assumption: employee only about $1,825,475 at 4% or $1,216,983 at 6%; with 50% employer match about $1,216,983 at 4% or $811,322 at 6%; with 100% employer match about $912,738 at 4% or $608,492 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 6 | $1,384,066 | $367,295 | $61,216iApproximate average salary by contribution assumption: employee only about $1,530,396 at 4% or $1,020,264 at 6%; with 50% employer match about $1,020,264 at 4% or $680,176 at 6%; with 100% employer match about $765,198 at 4% or $510,132 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 6 | $888,460 | $70,819 | $11,803iApproximate average salary by contribution assumption: employee only about $295,079 at 4% or $196,719 at 6%; with 50% employer match about $196,719 at 4% or $131,146 at 6%; with 100% employer match about $147,540 at 4% or $98,360 at 6%. |
| 2010 | 2 | 6 | $1,847,287 | $259,433 | $43,239iApproximate average salary by contribution assumption: employee only about $1,080,971 at 4% or $720,647 at 6%; with 50% employer match about $720,647 at 4% or $480,431 at 6%; with 100% employer match about $540,485 at 4% or $360,324 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 6 | $1,015,230 | $200,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 5 | $832,057 | $59,433 | $11,887iApproximate average salary by contribution assumption: employee only about $297,165 at 4% or $198,110 at 6%; with 50% employer match about $198,110 at 4% or $132,073 at 6%; with 100% employer match about $148,583 at 4% or $99,055 at 6%. |
| 2009 | 2 | 5 | $1,426,827 | $279,280 | $55,856iApproximate average salary by contribution assumption: employee only about $1,396,400 at 4% or $930,933 at 6%; with 50% employer match about $930,933 at 4% or $620,622 at 6%; with 100% employer match about $698,200 at 4% or $465,467 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 5 | $734,742 | $202,000 | $40,400iApproximate average salary by contribution assumption: employee only about $1,010,000 at 4% or $673,333 at 6%; with 50% employer match about $673,333 at 4% or $448,889 at 6%; with 100% employer match about $505,000 at 4% or $336,667 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 5 | $692,085 | $77,280 | $15,456iApproximate average salary by contribution assumption: employee only about $386,400 at 4% or $257,600 at 6%; with 50% employer match about $257,600 at 4% or $171,733 at 6%; with 100% employer match about $193,200 at 4% or $128,800 at 6%. |
| 2008 | 2 | 4 | $1,215,895 | $77,173 | $19,293iApproximate average salary by contribution assumption: employee only about $482,331 at 4% or $321,554 at 6%; with 50% employer match about $321,554 at 4% or $214,369 at 6%; with 100% employer match about $241,166 at 4% or $160,777 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 4 | $687,981 | $77,173 | $19,293iApproximate average salary by contribution assumption: employee only about $482,331 at 4% or $321,554 at 6%; with 50% employer match about $321,554 at 4% or $214,369 at 6%; with 100% employer match about $241,166 at 4% or $160,777 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 4 | $527,914 | - | - |
| 2007 | 2 | 4 | $951,795 | $79,856 | $19,964iApproximate average salary by contribution assumption: employee only about $499,100 at 4% or $332,733 at 6%; with 50% employer match about $332,733 at 4% or $221,822 at 6%; with 100% employer match about $249,550 at 4% or $166,367 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 4 | $951,795 | $79,856 | $19,964iApproximate average salary by contribution assumption: employee only about $499,100 at 4% or $332,733 at 6%; with 50% employer match about $332,733 at 4% or $221,822 at 6%; with 100% employer match about $249,550 at 4% or $166,367 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 4 | - | - | - |
| 2006 | 2 | 5 | $1,086,830 | $215,848 | $43,170iApproximate average salary by contribution assumption: employee only about $1,079,240 at 4% or $719,493 at 6%; with 50% employer match about $719,493 at 4% or $479,662 at 6%; with 100% employer match about $539,620 at 4% or $359,747 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 5 | $768,928 | $60,848 | $12,170iApproximate average salary by contribution assumption: employee only about $304,240 at 4% or $202,827 at 6%; with 50% employer match about $202,827 at 4% or $135,218 at 6%; with 100% employer match about $152,120 at 4% or $101,413 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 5 | $317,902 | $155,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| 2005 | 2 | 3 | $758,337 | $186,055 | $62,018iApproximate average salary by contribution assumption: employee only about $1,550,458 at 4% or $1,033,639 at 6%; with 50% employer match about $1,033,639 at 4% or $689,093 at 6%; with 100% employer match about $775,229 at 4% or $516,819 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 3 | $603,834 | $31,552 | $10,517iApproximate average salary by contribution assumption: employee only about $262,933 at 4% or $175,289 at 6%; with 50% employer match about $175,289 at 4% or $116,859 at 6%; with 100% employer match about $131,467 at 4% or $87,644 at 6%. |
| Joel S. Rothman & Associates Ltd. Defined Benefit Plan | - | 3 | $154,503 | $154,503 | $51,501iApproximate average salary by contribution assumption: employee only about $1,287,525 at 4% or $858,350 at 6%; with 50% employer match about $858,350 at 4% or $572,233 at 6%; with 100% employer match about $643,763 at 4% or $429,175 at 6%. |
| 2004 | 1 | 5 | $512,778 | $72,056 | $14,411iApproximate average salary by contribution assumption: employee only about $360,280 at 4% or $240,187 at 6%; with 50% employer match about $240,187 at 4% or $160,124 at 6%; with 100% employer match about $180,140 at 4% or $120,093 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 5 | $512,778 | $72,056 | $14,411iApproximate average salary by contribution assumption: employee only about $360,280 at 4% or $240,187 at 6%; with 50% employer match about $240,187 at 4% or $160,124 at 6%; with 100% employer match about $180,140 at 4% or $120,093 at 6%. |
| 2003 | 1 | 4 | $391,385 | $66,718 | $16,680iApproximate average salary by contribution assumption: employee only about $416,988 at 4% or $277,992 at 6%; with 50% employer match about $277,992 at 4% or $185,328 at 6%; with 100% employer match about $208,494 at 4% or $138,996 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 4 | $391,385 | $66,718 | $16,680iApproximate average salary by contribution assumption: employee only about $416,988 at 4% or $277,992 at 6%; with 50% employer match about $277,992 at 4% or $185,328 at 6%; with 100% employer match about $208,494 at 4% or $138,996 at 6%. |
| 2002 | 1 | 5 | $264,738 | $63,615 | $12,723iApproximate average salary by contribution assumption: employee only about $318,075 at 4% or $212,050 at 6%; with 50% employer match about $212,050 at 4% or $141,367 at 6%; with 100% employer match about $159,038 at 4% or $106,025 at 6%. |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 5 | $264,738 | $63,615 | $12,723iApproximate average salary by contribution assumption: employee only about $318,075 at 4% or $212,050 at 6%; with 50% employer match about $212,050 at 4% or $141,367 at 6%; with 100% employer match about $159,038 at 4% or $106,025 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2000 | 1 | 4 | $0 | $0 | - |
| Joel S. Rothman & Associates Ltd. 401K Cross-Tested Profit Sharing Plan & Trust | - | 4 | - | - | - |