Civic Intelligence
Filing

Strauss & Malk Defined Benefit Pension Plan and Trust

Strauss Malk & Feder L.L.P. • EIN 36-3954547 • Northbrook, IL • Plan year 2007

135 Revere DriveNorthbrook, IL 60062-1555
Filing Insights

Participants

Down

10 → 0

-10 • -100.00%

Assets

Down

$266,252 → $0

-$266,252 • -100.00%

Investment Management Fee

-

Admin expenses - • Total expenses $266,444

Filing Details

Context
Net investment result
$-255,028
Pension payor EIN
36-3954547

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Yes

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Yes

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024137$9,094,273$501,919$13,565iApproximate average salary by contribution assumption: employee only about $339,134 at 4% or $226,090 at 6%; with 50% employer match about $226,090 at 4% or $150,726 at 6%; with 100% employer match about $169,567 at 4% or $113,045 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-37$9,094,273$501,919$13,565iApproximate average salary by contribution assumption: employee only about $339,134 at 4% or $226,090 at 6%; with 50% employer match about $226,090 at 4% or $150,726 at 6%; with 100% employer match about $169,567 at 4% or $113,045 at 6%.
2023135$7,569,821$501,805$14,337iApproximate average salary by contribution assumption: employee only about $358,432 at 4% or $238,955 at 6%; with 50% employer match about $238,955 at 4% or $159,303 at 6%; with 100% employer match about $179,216 at 4% or $119,477 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-35$7,569,821$501,805$14,337iApproximate average salary by contribution assumption: employee only about $358,432 at 4% or $238,955 at 6%; with 50% employer match about $238,955 at 4% or $159,303 at 6%; with 100% employer match about $179,216 at 4% or $119,477 at 6%.
2022136$6,601,145$478,404$13,289iApproximate average salary by contribution assumption: employee only about $332,225 at 4% or $221,483 at 6%; with 50% employer match about $221,483 at 4% or $147,656 at 6%; with 100% employer match about $166,113 at 4% or $110,742 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-36$6,601,145$478,404$13,289iApproximate average salary by contribution assumption: employee only about $332,225 at 4% or $221,483 at 6%; with 50% employer match about $221,483 at 4% or $147,656 at 6%; with 100% employer match about $166,113 at 4% or $110,742 at 6%.
2021135$7,482,001$460,226$13,149iApproximate average salary by contribution assumption: employee only about $328,733 at 4% or $219,155 at 6%; with 50% employer match about $219,155 at 4% or $146,103 at 6%; with 100% employer match about $164,366 at 4% or $109,578 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-35$7,482,001$460,226$13,149iApproximate average salary by contribution assumption: employee only about $328,733 at 4% or $219,155 at 6%; with 50% employer match about $219,155 at 4% or $146,103 at 6%; with 100% employer match about $164,366 at 4% or $109,578 at 6%.
2020139$8,855,251$436,849$11,201iApproximate average salary by contribution assumption: employee only about $280,031 at 4% or $186,688 at 6%; with 50% employer match about $186,688 at 4% or $124,458 at 6%; with 100% employer match about $140,016 at 4% or $93,344 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-39$8,855,251$436,849$11,201iApproximate average salary by contribution assumption: employee only about $280,031 at 4% or $186,688 at 6%; with 50% employer match about $186,688 at 4% or $124,458 at 6%; with 100% employer match about $140,016 at 4% or $93,344 at 6%.
2019136$7,712,933$425,746$11,826iApproximate average salary by contribution assumption: employee only about $295,657 at 4% or $197,105 at 6%; with 50% employer match about $197,105 at 4% or $131,403 at 6%; with 100% employer match about $147,828 at 4% or $98,552 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-36$7,712,933$425,746$11,826iApproximate average salary by contribution assumption: employee only about $295,657 at 4% or $197,105 at 6%; with 50% employer match about $197,105 at 4% or $131,403 at 6%; with 100% employer match about $147,828 at 4% or $98,552 at 6%.
2018133$6,502,181$420,225$12,734iApproximate average salary by contribution assumption: employee only about $318,352 at 4% or $212,235 at 6%; with 50% employer match about $212,235 at 4% or $141,490 at 6%; with 100% employer match about $159,176 at 4% or $106,117 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-33$6,502,181$420,225$12,734iApproximate average salary by contribution assumption: employee only about $318,352 at 4% or $212,235 at 6%; with 50% employer match about $212,235 at 4% or $141,490 at 6%; with 100% employer match about $159,176 at 4% or $106,117 at 6%.
2017132$6,461,495$291,040$9,095iApproximate average salary by contribution assumption: employee only about $227,375 at 4% or $151,583 at 6%; with 50% employer match about $151,583 at 4% or $101,056 at 6%; with 100% employer match about $113,688 at 4% or $75,792 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-32$6,461,495$291,040$9,095iApproximate average salary by contribution assumption: employee only about $227,375 at 4% or $151,583 at 6%; with 50% employer match about $151,583 at 4% or $101,056 at 6%; with 100% employer match about $113,688 at 4% or $75,792 at 6%.
2016131$5,752,562$305,413$9,852iApproximate average salary by contribution assumption: employee only about $246,301 at 4% or $164,201 at 6%; with 50% employer match about $164,201 at 4% or $109,467 at 6%; with 100% employer match about $123,150 at 4% or $82,100 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-31$5,752,562$305,413$9,852iApproximate average salary by contribution assumption: employee only about $246,301 at 4% or $164,201 at 6%; with 50% employer match about $164,201 at 4% or $109,467 at 6%; with 100% employer match about $123,150 at 4% or $82,100 at 6%.
2015131$5,635,591$607,183$19,587iApproximate average salary by contribution assumption: employee only about $489,664 at 4% or $326,442 at 6%; with 50% employer match about $326,442 at 4% or $217,628 at 6%; with 100% employer match about $244,832 at 4% or $163,221 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-31$5,635,591$607,183$19,587iApproximate average salary by contribution assumption: employee only about $489,664 at 4% or $326,442 at 6%; with 50% employer match about $326,442 at 4% or $217,628 at 6%; with 100% employer match about $244,832 at 4% or $163,221 at 6%.
2014135$5,229,687$257,638$7,361iApproximate average salary by contribution assumption: employee only about $184,027 at 4% or $122,685 at 6%; with 50% employer match about $122,685 at 4% or $81,790 at 6%; with 100% employer match about $92,014 at 4% or $61,342 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-35$5,229,687$257,638$7,361iApproximate average salary by contribution assumption: employee only about $184,027 at 4% or $122,685 at 6%; with 50% employer match about $122,685 at 4% or $81,790 at 6%; with 100% employer match about $92,014 at 4% or $61,342 at 6%.
2013131$4,702,758$228,575$7,373iApproximate average salary by contribution assumption: employee only about $184,335 at 4% or $122,890 at 6%; with 50% employer match about $122,890 at 4% or $81,927 at 6%; with 100% employer match about $92,167 at 4% or $61,445 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-31$4,702,758$228,575$7,373iApproximate average salary by contribution assumption: employee only about $184,335 at 4% or $122,890 at 6%; with 50% employer match about $122,890 at 4% or $81,927 at 6%; with 100% employer match about $92,167 at 4% or $61,445 at 6%.
2012130$3,936,900$231,981$7,733iApproximate average salary by contribution assumption: employee only about $193,318 at 4% or $128,878 at 6%; with 50% employer match about $128,878 at 4% or $85,919 at 6%; with 100% employer match about $96,659 at 4% or $64,439 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-30$3,936,900$231,981$7,733iApproximate average salary by contribution assumption: employee only about $193,318 at 4% or $128,878 at 6%; with 50% employer match about $128,878 at 4% or $85,919 at 6%; with 100% employer match about $96,659 at 4% or $64,439 at 6%.
2011133$3,498,047$197,503$5,985iApproximate average salary by contribution assumption: employee only about $149,623 at 4% or $99,749 at 6%; with 50% employer match about $99,749 at 4% or $66,499 at 6%; with 100% employer match about $74,812 at 4% or $49,874 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-33$3,498,047$197,503$5,985iApproximate average salary by contribution assumption: employee only about $149,623 at 4% or $99,749 at 6%; with 50% employer match about $99,749 at 4% or $66,499 at 6%; with 100% employer match about $74,812 at 4% or $49,874 at 6%.
2010130$3,385,956$209,638$6,988iApproximate average salary by contribution assumption: employee only about $174,698 at 4% or $116,466 at 6%; with 50% employer match about $116,466 at 4% or $77,644 at 6%; with 100% employer match about $87,349 at 4% or $58,233 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-30$3,385,956$209,638$6,988iApproximate average salary by contribution assumption: employee only about $174,698 at 4% or $116,466 at 6%; with 50% employer match about $116,466 at 4% or $77,644 at 6%; with 100% employer match about $87,349 at 4% or $58,233 at 6%.
2009126$2,815,752$212,138$8,159iApproximate average salary by contribution assumption: employee only about $203,979 at 4% or $135,986 at 6%; with 50% employer match about $135,986 at 4% or $90,657 at 6%; with 100% employer match about $101,989 at 4% or $67,993 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-26$2,815,752$212,138$8,159iApproximate average salary by contribution assumption: employee only about $203,979 at 4% or $135,986 at 6%; with 50% employer match about $135,986 at 4% or $90,657 at 6%; with 100% employer match about $101,989 at 4% or $67,993 at 6%.
2008123$2,249,343$242,844$10,558iApproximate average salary by contribution assumption: employee only about $263,961 at 4% or $175,974 at 6%; with 50% employer match about $175,974 at 4% or $117,316 at 6%; with 100% employer match about $131,980 at 4% or $87,987 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-23$2,249,343$242,844$10,558iApproximate average salary by contribution assumption: employee only about $263,961 at 4% or $175,974 at 6%; with 50% employer match about $175,974 at 4% or $117,316 at 6%; with 100% employer match about $131,980 at 4% or $87,987 at 6%.
2007322$2,661,642$220,191$10,009iApproximate average salary by contribution assumption: employee only about $250,217 at 4% or $166,811 at 6%; with 50% employer match about $166,811 at 4% or $111,208 at 6%; with 100% employer match about $125,109 at 4% or $83,406 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-22$2,661,642$220,191$10,009iApproximate average salary by contribution assumption: employee only about $250,217 at 4% or $166,811 at 6%; with 50% employer match about $166,811 at 4% or $111,208 at 6%; with 100% employer match about $125,109 at 4% or $83,406 at 6%.
Strauss & Malk LLP Retirement Pension Plan and Trust-0---
Strauss & Malk Defined Benefit Pension Plan and TrustCurrent0---
2006318$3,085,615$176,499$9,806iApproximate average salary by contribution assumption: employee only about $245,138 at 4% or $163,425 at 6%; with 50% employer match about $163,425 at 4% or $108,950 at 6%; with 100% employer match about $122,569 at 4% or $81,713 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-18$2,336,201$176,499$9,806iApproximate average salary by contribution assumption: employee only about $245,138 at 4% or $163,425 at 6%; with 50% employer match about $163,425 at 4% or $108,950 at 6%; with 100% employer match about $122,569 at 4% or $81,713 at 6%.
Strauss & Malk LLP Retirement Pension Plan and Trust-10$483,162--
Strauss & Malk Defined Benefit Pension Plan and Trust-9$266,252--
2005316$2,657,977$76,027$4,752iApproximate average salary by contribution assumption: employee only about $118,792 at 4% or $79,195 at 6%; with 50% employer match about $79,195 at 4% or $52,797 at 6%; with 100% employer match about $59,396 at 4% or $39,597 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-16$1,975,921$76,027$4,752iApproximate average salary by contribution assumption: employee only about $118,792 at 4% or $79,195 at 6%; with 50% employer match about $79,195 at 4% or $52,797 at 6%; with 100% employer match about $59,396 at 4% or $39,597 at 6%.
Strauss & Malk LLP Retirement Pension Plan and Trust-12$445,251--
Strauss & Malk Defined Benefit Pension Plan and Trust-11$236,805--
2004315$1,749,670$298,515$19,901iApproximate average salary by contribution assumption: employee only about $497,525 at 4% or $331,683 at 6%; with 50% employer match about $331,683 at 4% or $221,122 at 6%; with 100% employer match about $248,763 at 4% or $165,842 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-15$1,122,295$93,806$6,254iApproximate average salary by contribution assumption: employee only about $156,343 at 4% or $104,229 at 6%; with 50% employer match about $104,229 at 4% or $69,486 at 6%; with 100% employer match about $78,172 at 4% or $52,114 at 6%.
Strauss & Malk LLP Retirement Pension Plan and Trust-11$413,406$204,709$18,610iApproximate average salary by contribution assumption: employee only about $465,248 at 4% or $310,165 at 6%; with 50% employer match about $310,165 at 4% or $206,777 at 6%; with 100% employer match about $232,624 at 4% or $155,083 at 6%.
Strauss & Malk Defined Benefit Pension Plan and Trust-11$213,969--
2003212$1,181,065$265,105$22,092iApproximate average salary by contribution assumption: employee only about $552,302 at 4% or $368,201 at 6%; with 50% employer match about $368,201 at 4% or $245,468 at 6%; with 100% employer match about $276,151 at 4% or $184,101 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-11$983,594$67,634$6,149iApproximate average salary by contribution assumption: employee only about $153,714 at 4% or $102,476 at 6%; with 50% employer match about $102,476 at 4% or $68,317 at 6%; with 100% employer match about $76,857 at 4% or $51,238 at 6%.
Strauss & Malk LLP Retirement Pension Plan and Trust-12$197,471$197,471$16,456iApproximate average salary by contribution assumption: employee only about $411,398 at 4% or $274,265 at 6%; with 50% employer match about $274,265 at 4% or $182,844 at 6%; with 100% employer match about $205,699 at 4% or $137,133 at 6%.
2002215$0$0-
Strauss & Malk Defined Benefit Pension Plan and Trust-15---
Strauss & Malk LLP 401(K) Savings Plan and Trust-12---
2001214$0$0-
Strauss & Malk Defined Benefit Pension Plan and Trust-14---
Strauss & Malk LLP 401(K) Savings Plan and Trust-10---
2000214$172,749$100,990$7,214iApproximate average salary by contribution assumption: employee only about $180,339 at 4% or $120,226 at 6%; with 50% employer match about $120,226 at 4% or $80,151 at 6%; with 100% employer match about $90,170 at 4% or $60,113 at 6%.
Strauss & Malk Defined Benefit Pension Plan and Trust-14$139,244$80,613$5,758iApproximate average salary by contribution assumption: employee only about $143,952 at 4% or $95,968 at 6%; with 50% employer match about $95,968 at 4% or $63,979 at 6%; with 100% employer match about $71,976 at 4% or $47,984 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-9$33,505$20,377$2,264iApproximate average salary by contribution assumption: employee only about $56,603 at 4% or $37,735 at 6%; with 50% employer match about $37,735 at 4% or $25,157 at 6%; with 100% employer match about $28,301 at 4% or $18,868 at 6%.
199929$86,983$85,866$9,541iApproximate average salary by contribution assumption: employee only about $238,517 at 4% or $159,011 at 6%; with 50% employer match about $159,011 at 4% or $106,007 at 6%; with 100% employer match about $119,258 at 4% or $79,506 at 6%.
Strauss & Malk Defined Benefit Pension Plan and Trust-9$65,661$65,661$7,296iApproximate average salary by contribution assumption: employee only about $182,392 at 4% or $121,594 at 6%; with 50% employer match about $121,594 at 4% or $81,063 at 6%; with 100% employer match about $91,196 at 4% or $60,797 at 6%.
Strauss & Malk LLP 401(K) Savings Plan and Trust-7$21,322$20,205$2,886iApproximate average salary by contribution assumption: employee only about $72,161 at 4% or $48,107 at 6%; with 50% employer match about $48,107 at 4% or $32,071 at 6%; with 100% employer match about $36,080 at 4% or $24,054 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$0-$266,252 change

Balance Sheet

Beginning and end of plan year.

Total assets$266,252$0Decrease -$266,252 (-100.00%)
Total liabilities$0$0No change $0
Net assets$266,252$0Decrease -$266,252 (-100.00%)

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$11,416
Total expenses$266,444
Net income$-255,028
Source fields
Schedule I source fields
Filing Id
84037179347318
Schedule I EIN
36-3954547
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20070618
Small plan total assets at beginning of year
$266,252
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$266,252
Small plan total assets at end of year
$0
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$0
Small plan employer contributions
$0
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$11,416
Small plan total income
$11,416
Small plan total benefit distributions
$266,444
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$266,444
Small plan net income or loss
$-255,028
Small Total Plan Transfers Amount
$-11,224
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$320,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
Yes
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
Yes
Small Res Terminate Plan Adpt Amount
$0
Small Plan Transfer 01 Name
STRAUSS & MALK 401KSAVINGS
Small Plan Transfer 01 EIN
36-3954547
Small Plan Transfer 01 Plan number
001

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN36-3954547

Transfers

Distributed property value$0
Schedule R source fields
Payor 36-3954547
Filing Id
84037179347318
Schedule R EIN
36-3954547
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20070618
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
36-3954547
Pension Bnft Distribution Sngl Sum Count
0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Chg Fndng Method Indicator
Yes
Pension Amdmt Incr Valuation Bnft Indicator
3
Pension Satisfy Cover Basis Code
1