Civic Intelligence

Connelly and Schroeder

Plan context: Connelly and Schroeder 401K Plan

EIN 36-3930726 • Chicago, IL • 15 filings • 7 plans

55 W. MonroeSuite #1700Chicago, IL 60603
Current Snapshot

Latest Year

2009

2009 Participants

38

2009 Assets

$2,394,739

2009 Contributions

$286,380

Historical Graphs

Total Assets Over Time

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

$3,721,420$1,860,710$0199920042009YearValue
$2,394,739Latest year 2009

Participants Over Time

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

38190199920042009YearValue
38Latest year 2009

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
2009138$2,394,739$286,380$7,536iApproximate average salary by contribution assumption: employee only about $188,408 at 4% or $125,605 at 6%; with 50% employer match about $125,605 at 4% or $83,737 at 6%; with 100% employer match about $94,204 at 4% or $62,803 at 6%.
Connelly and Schroeder 401K Plan-38$2,394,739$286,380$7,536iApproximate average salary by contribution assumption: employee only about $188,408 at 4% or $125,605 at 6%; with 50% employer match about $125,605 at 4% or $83,737 at 6%; with 100% employer match about $94,204 at 4% or $62,803 at 6%.
2008122$1,623,631$284,992$12,954iApproximate average salary by contribution assumption: employee only about $323,855 at 4% or $215,903 at 6%; with 50% employer match about $215,903 at 4% or $143,935 at 6%; with 100% employer match about $161,927 at 4% or $107,952 at 6%.
Connelly and Schroeder 401K Plan-22$1,623,631$284,992$12,954iApproximate average salary by contribution assumption: employee only about $323,855 at 4% or $215,903 at 6%; with 50% employer match about $215,903 at 4% or $143,935 at 6%; with 100% employer match about $161,927 at 4% or $107,952 at 6%.
2007120$2,020,012$285,179$14,259iApproximate average salary by contribution assumption: employee only about $356,474 at 4% or $237,649 at 6%; with 50% employer match about $237,649 at 4% or $158,433 at 6%; with 100% employer match about $178,237 at 4% or $118,825 at 6%.
Connelly and Schroeder 401K Plan-20$2,020,012$285,179$14,259iApproximate average salary by contribution assumption: employee only about $356,474 at 4% or $237,649 at 6%; with 50% employer match about $237,649 at 4% or $158,433 at 6%; with 100% employer match about $178,237 at 4% or $118,825 at 6%.
2006122$2,088,696$282,675$12,849iApproximate average salary by contribution assumption: employee only about $321,222 at 4% or $214,148 at 6%; with 50% employer match about $214,148 at 4% or $142,765 at 6%; with 100% employer match about $160,611 at 4% or $107,074 at 6%.
Connelly and Schroeder 401K Plan-22$2,088,696$282,675$12,849iApproximate average salary by contribution assumption: employee only about $321,222 at 4% or $214,148 at 6%; with 50% employer match about $214,148 at 4% or $142,765 at 6%; with 100% employer match about $160,611 at 4% or $107,074 at 6%.
2005121$1,928,764$250,987$11,952iApproximate average salary by contribution assumption: employee only about $298,794 at 4% or $199,196 at 6%; with 50% employer match about $199,196 at 4% or $132,797 at 6%; with 100% employer match about $149,397 at 4% or $99,598 at 6%.
Connelly and Schroeder 401K Plan-21$1,928,764$250,987$11,952iApproximate average salary by contribution assumption: employee only about $298,794 at 4% or $199,196 at 6%; with 50% employer match about $199,196 at 4% or $132,797 at 6%; with 100% employer match about $149,397 at 4% or $99,598 at 6%.
2004123$1,710,022$245,314$10,666iApproximate average salary by contribution assumption: employee only about $266,646 at 4% or $177,764 at 6%; with 50% employer match about $177,764 at 4% or $118,509 at 6%; with 100% employer match about $133,323 at 4% or $88,882 at 6%.
Connelly and Schroeder 401K Plan-23$1,710,022$245,314$10,666iApproximate average salary by contribution assumption: employee only about $266,646 at 4% or $177,764 at 6%; with 50% employer match about $177,764 at 4% or $118,509 at 6%; with 100% employer match about $133,323 at 4% or $88,882 at 6%.
2003219$3,721,420$224,374$11,809iApproximate average salary by contribution assumption: employee only about $295,229 at 4% or $196,819 at 6%; with 50% employer match about $196,819 at 4% or $131,213 at 6%; with 100% employer match about $147,614 at 4% or $98,410 at 6%.
Connelly and Schroeder 401K Plan-19$3,721,420$224,374$11,809iApproximate average salary by contribution assumption: employee only about $295,229 at 4% or $196,819 at 6%; with 50% employer match about $196,819 at 4% or $131,213 at 6%; with 100% employer match about $147,614 at 4% or $98,410 at 6%.
Connelly Roberts & Mcgiveny LLC Retirement Plan-0---
2002224$3,147,831$249,687$10,404iApproximate average salary by contribution assumption: employee only about $260,091 at 4% or $173,394 at 6%; with 50% employer match about $173,394 at 4% or $115,596 at 6%; with 100% employer match about $130,045 at 4% or $86,697 at 6%.
Connelly Roberts & Mcgiveny LLC Retirement Plan-22$2,382,625$100,784$4,581iApproximate average salary by contribution assumption: employee only about $114,527 at 4% or $76,352 at 6%; with 50% employer match about $76,352 at 4% or $50,901 at 6%; with 100% employer match about $57,264 at 4% or $38,176 at 6%.
Connelly and Schroeder 401K Plan-24$765,206$148,903$6,204iApproximate average salary by contribution assumption: employee only about $155,107 at 4% or $103,405 at 6%; with 50% employer match about $103,405 at 4% or $68,937 at 6%; with 100% employer match about $77,554 at 4% or $51,702 at 6%.
2001223$2,383,991$99,259$4,316iApproximate average salary by contribution assumption: employee only about $107,890 at 4% or $71,927 at 6%; with 50% employer match about $71,927 at 4% or $47,951 at 6%; with 100% employer match about $53,945 at 4% or $35,963 at 6%.
Connelly Roberts & Mcgiveny LLC Retirement Plan-22$2,383,991$99,259$4,512iApproximate average salary by contribution assumption: employee only about $112,794 at 4% or $75,196 at 6%; with 50% employer match about $75,196 at 4% or $50,131 at 6%; with 100% employer match about $56,397 at 4% or $37,598 at 6%.
Connelly and Schroeder 401K Plan-23---
2000224$976,607$146,929$6,122iApproximate average salary by contribution assumption: employee only about $153,051 at 4% or $102,034 at 6%; with 50% employer match about $102,034 at 4% or $68,023 at 6%; with 100% employer match about $76,526 at 4% or $51,017 at 6%.
Connelly and Schroeder 401K Plan-24$976,607$146,929$6,122iApproximate average salary by contribution assumption: employee only about $153,051 at 4% or $102,034 at 6%; with 50% employer match about $102,034 at 4% or $68,023 at 6%; with 100% employer match about $76,526 at 4% or $51,017 at 6%.
Connelly Roberts & Mcgiveny LLC Retirement Plan-21---
1999126$1,063,827$186,711$7,181iApproximate average salary by contribution assumption: employee only about $179,530 at 4% or $119,687 at 6%; with 50% employer match about $119,687 at 4% or $79,791 at 6%; with 100% employer match about $89,765 at 4% or $59,843 at 6%.
Connelly and Schroeder 401K Plan-26$1,063,827$186,711$7,181iApproximate average salary by contribution assumption: employee only about $179,530 at 4% or $119,687 at 6%; with 50% employer match about $119,687 at 4% or $79,791 at 6%; with 100% employer match about $89,765 at 4% or $59,843 at 6%.