Civic Intelligence

Ashman & Stein

Plan context: ASHMAN & STEIN, P.C. CASH BALANCE PLAN

EIN 36-3956980 • Skokie, IL • 19 filings • 3 plans

8707 North Skokie BlvdSuite 100Skokie, IL 60077
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,327,963

2024 Contributions

$305,182

Historical Graphs

Total Assets Over Time

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

$2,327,963$1,163,982$0201220182024YearValue
$2,327,963Latest year 2024

Participants Over Time

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

530201220182024YearValue
5Latest year 2024

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
202425$2,327,963$305,182$61,036iApproximate average salary by contribution assumption: employee only about $1,525,910 at 4% or $1,017,273 at 6%; with 50% employer match about $1,017,273 at 4% or $678,182 at 6%; with 100% employer match about $762,955 at 4% or $508,637 at 6%.
ASHMAN & STEIN, P.C. CASH BALANCE PLAN-5$1,201,399$139,640$27,928iApproximate average salary by contribution assumption: employee only about $698,200 at 4% or $465,467 at 6%; with 50% employer match about $465,467 at 4% or $310,311 at 6%; with 100% employer match about $349,100 at 4% or $232,733 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-4$1,126,564$165,542$41,386iApproximate average salary by contribution assumption: employee only about $1,034,638 at 4% or $689,758 at 6%; with 50% employer match about $689,758 at 4% or $459,839 at 6%; with 100% employer match about $517,319 at 4% or $344,879 at 6%.
202324$1,906,567$184,617$46,154iApproximate average salary by contribution assumption: employee only about $1,153,856 at 4% or $769,238 at 6%; with 50% employer match about $769,238 at 4% or $512,825 at 6%; with 100% employer match about $576,928 at 4% or $384,619 at 6%.
ASHMAN & STEIN, P.C. CASH BALANCE PLAN-4$1,009,623$135,653$33,913iApproximate average salary by contribution assumption: employee only about $847,831 at 4% or $565,221 at 6%; with 50% employer match about $565,221 at 4% or $376,814 at 6%; with 100% employer match about $423,916 at 4% or $282,610 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-3$896,944$48,964$16,321iApproximate average salary by contribution assumption: employee only about $408,033 at 4% or $272,022 at 6%; with 50% employer match about $272,022 at 4% or $181,348 at 6%; with 100% employer match about $204,017 at 4% or $136,011 at 6%.
202224$1,599,672$176,844$44,211iApproximate average salary by contribution assumption: employee only about $1,105,275 at 4% or $736,850 at 6%; with 50% employer match about $736,850 at 4% or $491,233 at 6%; with 100% employer match about $552,638 at 4% or $368,425 at 6%.
ASHMAN & STEIN, P.C. CASH BALANCE PLAN-4$828,329$151,000$37,750iApproximate average salary by contribution assumption: employee only about $943,750 at 4% or $629,167 at 6%; with 50% employer match about $629,167 at 4% or $419,444 at 6%; with 100% employer match about $471,875 at 4% or $314,583 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-3$771,343$25,844$8,615iApproximate average salary by contribution assumption: employee only about $215,367 at 4% or $143,578 at 6%; with 50% employer match about $143,578 at 4% or $95,719 at 6%; with 100% employer match about $107,683 at 4% or $71,789 at 6%.
202123$1,447,858$289,701$96,567iApproximate average salary by contribution assumption: employee only about $2,414,175 at 4% or $1,609,450 at 6%; with 50% employer match about $1,609,450 at 4% or $1,072,967 at 6%; with 100% employer match about $1,207,088 at 4% or $804,725 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-2$784,600$35,011$17,506iApproximate average salary by contribution assumption: employee only about $437,638 at 4% or $291,758 at 6%; with 50% employer match about $291,758 at 4% or $194,506 at 6%; with 100% employer match about $218,819 at 4% or $145,879 at 6%.
ASHMAN & STEIN, P.C. CASH BALANCE PLAN-3$663,258$254,690$84,897iApproximate average salary by contribution assumption: employee only about $2,122,417 at 4% or $1,414,944 at 6%; with 50% employer match about $1,414,944 at 4% or $943,296 at 6%; with 100% employer match about $1,061,208 at 4% or $707,472 at 6%.
202025$1,515,344$337,955$67,591iApproximate average salary by contribution assumption: employee only about $1,689,775 at 4% or $1,126,517 at 6%; with 50% employer match about $1,126,517 at 4% or $751,011 at 6%; with 100% employer match about $844,888 at 4% or $563,258 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-3$1,093,152$38,005$12,668iApproximate average salary by contribution assumption: employee only about $316,708 at 4% or $211,139 at 6%; with 50% employer match about $211,139 at 4% or $140,759 at 6%; with 100% employer match about $158,354 at 4% or $105,569 at 6%.
ASHMAN & STEIN, P.C. CASH BALANCE PLAN-5$422,192$299,950$59,990iApproximate average salary by contribution assumption: employee only about $1,499,750 at 4% or $999,833 at 6%; with 50% employer match about $999,833 at 4% or $666,556 at 6%; with 100% employer match about $749,875 at 4% or $499,917 at 6%.
201925$1,121,440$174,294$34,859iApproximate average salary by contribution assumption: employee only about $871,470 at 4% or $580,980 at 6%; with 50% employer match about $580,980 at 4% or $387,320 at 6%; with 100% employer match about $435,735 at 4% or $290,490 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-4$999,202$52,056$13,014iApproximate average salary by contribution assumption: employee only about $325,350 at 4% or $216,900 at 6%; with 50% employer match about $216,900 at 4% or $144,600 at 6%; with 100% employer match about $162,675 at 4% or $108,450 at 6%.
ASHMAN & STEIN, P.C. CASH BALANCE PLAN-5$122,238$122,238$24,448iApproximate average salary by contribution assumption: employee only about $611,190 at 4% or $407,460 at 6%; with 50% employer match about $407,460 at 4% or $271,640 at 6%; with 100% employer match about $305,595 at 4% or $203,730 at 6%.
201813$853,752$40,223$13,408iApproximate average salary by contribution assumption: employee only about $335,192 at 4% or $223,461 at 6%; with 50% employer match about $223,461 at 4% or $148,974 at 6%; with 100% employer match about $167,596 at 4% or $111,731 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-3$853,752$40,223$13,408iApproximate average salary by contribution assumption: employee only about $335,192 at 4% or $223,461 at 6%; with 50% employer match about $223,461 at 4% or $148,974 at 6%; with 100% employer match about $167,596 at 4% or $111,731 at 6%.
201713$832,902$39,097$13,032iApproximate average salary by contribution assumption: employee only about $325,808 at 4% or $217,206 at 6%; with 50% employer match about $217,206 at 4% or $144,804 at 6%; with 100% employer match about $162,904 at 4% or $108,603 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-3$832,902$39,097$13,032iApproximate average salary by contribution assumption: employee only about $325,808 at 4% or $217,206 at 6%; with 50% employer match about $217,206 at 4% or $144,804 at 6%; with 100% employer match about $162,904 at 4% or $108,603 at 6%.
201614$725,870$128,854$32,214iApproximate average salary by contribution assumption: employee only about $805,338 at 4% or $536,892 at 6%; with 50% employer match about $536,892 at 4% or $357,928 at 6%; with 100% employer match about $402,669 at 4% or $268,446 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-4$725,870$128,854$32,214iApproximate average salary by contribution assumption: employee only about $805,338 at 4% or $536,892 at 6%; with 50% employer match about $536,892 at 4% or $357,928 at 6%; with 100% employer match about $402,669 at 4% or $268,446 at 6%.
201515$569,869$136,897$27,379iApproximate average salary by contribution assumption: employee only about $684,485 at 4% or $456,323 at 6%; with 50% employer match about $456,323 at 4% or $304,216 at 6%; with 100% employer match about $342,243 at 4% or $228,162 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-5$569,869$136,897$27,379iApproximate average salary by contribution assumption: employee only about $684,485 at 4% or $456,323 at 6%; with 50% employer match about $456,323 at 4% or $304,216 at 6%; with 100% employer match about $342,243 at 4% or $228,162 at 6%.
201415$407,881$137,691$27,538iApproximate average salary by contribution assumption: employee only about $688,455 at 4% or $458,970 at 6%; with 50% employer match about $458,970 at 4% or $305,980 at 6%; with 100% employer match about $344,228 at 4% or $229,485 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-5$407,881$137,691$27,538iApproximate average salary by contribution assumption: employee only about $688,455 at 4% or $458,970 at 6%; with 50% employer match about $458,970 at 4% or $305,980 at 6%; with 100% employer match about $344,228 at 4% or $229,485 at 6%.
201314$243,369$125,314$31,329iApproximate average salary by contribution assumption: employee only about $783,213 at 4% or $522,142 at 6%; with 50% employer match about $522,142 at 4% or $348,094 at 6%; with 100% employer match about $391,606 at 4% or $261,071 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-4$243,369$125,314$31,329iApproximate average salary by contribution assumption: employee only about $783,213 at 4% or $522,142 at 6%; with 50% employer match about $522,142 at 4% or $348,094 at 6%; with 100% employer match about $391,606 at 4% or $261,071 at 6%.
201213$114,738$114,738$38,246iApproximate average salary by contribution assumption: employee only about $956,150 at 4% or $637,433 at 6%; with 50% employer match about $637,433 at 4% or $424,956 at 6%; with 100% employer match about $478,075 at 4% or $318,717 at 6%.
Ashman & Stein Profit Sharing 401(K) Plan & Trust-3$114,738$114,738$38,246iApproximate average salary by contribution assumption: employee only about $956,150 at 4% or $637,433 at 6%; with 50% employer match about $637,433 at 4% or $424,956 at 6%; with 100% employer match about $478,075 at 4% or $318,717 at 6%.