Northwest Heart Specialists, S.C.
Plan context: Stein, Herbstman, Albert, S.C., Profit Sharing Plan
EIN 36-3972452 • Arlington Heights, IL • 34 filings • 4 plans
Current Snapshot
Latest Year
2015
2015 Participants
58
2015 Assets
$10,075,046
2015 Contributions
$388,001
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2014 | 1 | 58 | $10,075,046 | $388,001 | $6,690iApproximate average salary by contribution assumption: employee only about $167,242 at 4% or $111,495 at 6%; with 50% employer match about $111,495 at 4% or $74,330 at 6%; with 100% employer match about $83,621 at 4% or $55,747 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 58 | $10,075,046 | $388,001 | $6,690iApproximate average salary by contribution assumption: employee only about $167,242 at 4% or $111,495 at 6%; with 50% employer match about $111,495 at 4% or $74,330 at 6%; with 100% employer match about $83,621 at 4% or $55,747 at 6%. |
| 2013 | 1 | 51 | $9,129,239 | $1,010,290 | $19,810iApproximate average salary by contribution assumption: employee only about $495,240 at 4% or $330,160 at 6%; with 50% employer match about $330,160 at 4% or $220,107 at 6%; with 100% employer match about $247,620 at 4% or $165,080 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 51 | $9,129,239 | $1,010,290 | $19,810iApproximate average salary by contribution assumption: employee only about $495,240 at 4% or $330,160 at 6%; with 50% employer match about $330,160 at 4% or $220,107 at 6%; with 100% employer match about $247,620 at 4% or $165,080 at 6%. |
| 2012 | 2 | 56 | $7,204,029 | $655,758 | $11,710iApproximate average salary by contribution assumption: employee only about $292,749 at 4% or $195,166 at 6%; with 50% employer match about $195,166 at 4% or $130,111 at 6%; with 100% employer match about $146,375 at 4% or $97,583 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 56 | $7,204,029 | $655,758 | $11,710iApproximate average salary by contribution assumption: employee only about $292,749 at 4% or $195,166 at 6%; with 50% employer match about $195,166 at 4% or $130,111 at 6%; with 100% employer match about $146,375 at 4% or $97,583 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 0 | $0 | - | - |
| 2011 | 2 | 53 | $9,960,661 | $774,681 | $14,617iApproximate average salary by contribution assumption: employee only about $365,416 at 4% or $243,610 at 6%; with 50% employer match about $243,610 at 4% or $162,407 at 6%; with 100% employer match about $182,708 at 4% or $121,805 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 53 | $5,811,645 | $495,282 | $9,345iApproximate average salary by contribution assumption: employee only about $233,624 at 4% or $155,749 at 6%; with 50% employer match about $155,749 at 4% or $103,833 at 6%; with 100% employer match about $116,812 at 4% or $77,875 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 49 | $4,149,016 | $279,399 | $5,702iApproximate average salary by contribution assumption: employee only about $142,551 at 4% or $95,034 at 6%; with 50% employer match about $95,034 at 4% or $63,356 at 6%; with 100% employer match about $71,275 at 4% or $47,517 at 6%. |
| 2010 | 2 | 51 | $9,274,277 | $532,936 | $10,450iApproximate average salary by contribution assumption: employee only about $261,243 at 4% or $174,162 at 6%; with 50% employer match about $174,162 at 4% or $116,108 at 6%; with 100% employer match about $130,622 at 4% or $87,081 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 51 | $5,450,777 | $492,254 | $9,652iApproximate average salary by contribution assumption: employee only about $241,301 at 4% or $160,867 at 6%; with 50% employer match about $160,867 at 4% or $107,245 at 6%; with 100% employer match about $120,650 at 4% or $80,434 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 48 | $3,823,500 | $40,682 | $848iApproximate average salary by contribution assumption: employee only about $21,189 at 4% or $14,126 at 6%; with 50% employer match about $14,126 at 4% or $9,417 at 6%; with 100% employer match about $10,594 at 4% or $7,063 at 6%. |
| 2009 | 2 | 47 | $7,917,506 | $978,210 | $20,813iApproximate average salary by contribution assumption: employee only about $520,324 at 4% or $346,883 at 6%; with 50% employer match about $346,883 at 4% or $231,255 at 6%; with 100% employer match about $260,162 at 4% or $173,441 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 47 | $4,548,175 | $513,296 | $10,921iApproximate average salary by contribution assumption: employee only about $273,030 at 4% or $182,020 at 6%; with 50% employer match about $182,020 at 4% or $121,347 at 6%; with 100% employer match about $136,515 at 4% or $91,010 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 44 | $3,369,331 | $464,914 | $10,566iApproximate average salary by contribution assumption: employee only about $264,156 at 4% or $176,104 at 6%; with 50% employer match about $176,104 at 4% or $117,403 at 6%; with 100% employer match about $132,078 at 4% or $88,052 at 6%. |
| 2008 | 2 | 35 | $2,447,838 | $767,025 | $21,915iApproximate average salary by contribution assumption: employee only about $547,875 at 4% or $365,250 at 6%; with 50% employer match about $365,250 at 4% or $243,500 at 6%; with 100% employer match about $273,938 at 4% or $182,625 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 35 | $2,447,838 | $767,025 | $21,915iApproximate average salary by contribution assumption: employee only about $547,875 at 4% or $365,250 at 6%; with 50% employer match about $365,250 at 4% or $243,500 at 6%; with 100% employer match about $273,938 at 4% or $182,625 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 35 | - | - | - |
| 2007 | 2 | 36 | $0 | $0 | - |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 35 | - | - | - |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 36 | - | - | - |
| 2006 | 2 | 29 | $4,902,818 | $867,727 | $29,922iApproximate average salary by contribution assumption: employee only about $748,041 at 4% or $498,694 at 6%; with 50% employer match about $498,694 at 4% or $332,462 at 6%; with 100% employer match about $374,020 at 4% or $249,347 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 29 | $3,303,069 | $453,418 | $15,635iApproximate average salary by contribution assumption: employee only about $390,878 at 4% or $260,585 at 6%; with 50% employer match about $260,585 at 4% or $173,723 at 6%; with 100% employer match about $195,439 at 4% or $130,293 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 29 | $1,599,749 | $414,309 | $14,287iApproximate average salary by contribution assumption: employee only about $357,163 at 4% or $238,109 at 6%; with 50% employer match about $238,109 at 4% or $158,739 at 6%; with 100% employer match about $178,581 at 4% or $119,054 at 6%. |
| 2005 | 2 | 30 | $3,598,223 | $666,910 | $22,230iApproximate average salary by contribution assumption: employee only about $555,758 at 4% or $370,506 at 6%; with 50% employer match about $370,506 at 4% or $247,004 at 6%; with 100% employer match about $277,879 at 4% or $185,253 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 29 | $2,532,673 | $404,984 | $13,965iApproximate average salary by contribution assumption: employee only about $349,124 at 4% or $232,749 at 6%; with 50% employer match about $232,749 at 4% or $155,166 at 6%; with 100% employer match about $174,562 at 4% or $116,375 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 30 | $1,065,550 | $261,926 | $8,731iApproximate average salary by contribution assumption: employee only about $218,272 at 4% or $145,514 at 6%; with 50% employer match about $145,514 at 4% or $97,010 at 6%; with 100% employer match about $109,136 at 4% or $72,757 at 6%. |
| 2004 | 2 | 24 | $2,814,095 | $575,392 | $23,975iApproximate average salary by contribution assumption: employee only about $599,367 at 4% or $399,578 at 6%; with 50% employer match about $399,578 at 4% or $266,385 at 6%; with 100% employer match about $299,683 at 4% or $199,789 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 24 | $2,021,955 | $349,911 | $14,580iApproximate average salary by contribution assumption: employee only about $364,491 at 4% or $242,994 at 6%; with 50% employer match about $242,994 at 4% or $161,996 at 6%; with 100% employer match about $182,245 at 4% or $121,497 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 24 | $792,140 | $225,481 | $9,395iApproximate average salary by contribution assumption: employee only about $234,876 at 4% or $156,584 at 6%; with 50% employer match about $156,584 at 4% or $104,389 at 6%; with 100% employer match about $117,438 at 4% or $78,292 at 6%. |
| 2003 | 2 | 22 | $2,069,289 | $437,276 | $19,876iApproximate average salary by contribution assumption: employee only about $496,905 at 4% or $331,270 at 6%; with 50% employer match about $331,270 at 4% or $220,846 at 6%; with 100% employer match about $248,452 at 4% or $165,635 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 22 | $1,549,257 | $295,520 | $13,433iApproximate average salary by contribution assumption: employee only about $335,818 at 4% or $223,879 at 6%; with 50% employer match about $223,879 at 4% or $149,253 at 6%; with 100% employer match about $167,909 at 4% or $111,939 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 22 | $520,032 | $141,756 | $6,443iApproximate average salary by contribution assumption: employee only about $161,086 at 4% or $107,391 at 6%; with 50% employer match about $107,391 at 4% or $71,594 at 6%; with 100% employer match about $80,543 at 4% or $53,695 at 6%. |
| 2002 | 3 | 18 | $1,372,743 | $373,992 | $20,777iApproximate average salary by contribution assumption: employee only about $519,433 at 4% or $346,289 at 6%; with 50% employer match about $346,289 at 4% or $230,859 at 6%; with 100% employer match about $259,717 at 4% or $173,144 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 18 | $1,045,623 | $227,998 | $12,667iApproximate average salary by contribution assumption: employee only about $316,664 at 4% or $211,109 at 6%; with 50% employer match about $211,109 at 4% or $140,740 at 6%; with 100% employer match about $158,332 at 4% or $105,555 at 6%. |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 18 | $327,120 | $145,994 | $8,111iApproximate average salary by contribution assumption: employee only about $202,769 at 4% or $135,180 at 6%; with 50% employer match about $135,180 at 4% or $90,120 at 6%; with 100% employer match about $101,385 at 4% or $67,590 at 6%. |
| Stein, Herbstman, Albert, S.C., Money Purchase Pension Plan | - | 0 | - | - | - |
| 2001 | 3 | 19 | $0 | $0 | - |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 19 | - | - | - |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 19 | - | - | - |
| Stein, Herbstman, Albert, S.C., Money Purchase Pension Plan | - | 0 | - | - | - |
| 2000 | 3 | 16 | $1,009,373 | $309,038 | $19,315iApproximate average salary by contribution assumption: employee only about $482,872 at 4% or $321,915 at 6%; with 50% employer match about $321,915 at 4% or $214,610 at 6%; with 100% employer match about $241,436 at 4% or $160,957 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 16 | $687,030 | $175,558 | $10,972iApproximate average salary by contribution assumption: employee only about $274,309 at 4% or $182,873 at 6%; with 50% employer match about $182,873 at 4% or $121,915 at 6%; with 100% employer match about $137,155 at 4% or $91,436 at 6%. |
| Stein, Herbstman, Albert, S.C., Money Purchase Pension Plan | - | 0 | $188,863 | - | - |
| NORTHWEST HEART SPECIALISTS, S.C. CASH BALANCE PENSION PLAN & TRUST | - | 16 | $133,480 | $133,480 | $8,343iApproximate average salary by contribution assumption: employee only about $208,563 at 4% or $139,042 at 6%; with 50% employer match about $139,042 at 4% or $92,694 at 6%; with 100% employer match about $104,281 at 4% or $69,521 at 6%. |
| 1999 | 2 | 13 | $720,409 | $174,543 | $13,426iApproximate average salary by contribution assumption: employee only about $335,660 at 4% or $223,773 at 6%; with 50% employer match about $223,773 at 4% or $149,182 at 6%; with 100% employer match about $167,830 at 4% or $111,887 at 6%. |
| Stein, Herbstman, Albert, S.C., Profit Sharing Plan | - | 13 | $528,819 | $127,998 | $9,846iApproximate average salary by contribution assumption: employee only about $246,150 at 4% or $164,100 at 6%; with 50% employer match about $164,100 at 4% or $109,400 at 6%; with 100% employer match about $123,075 at 4% or $82,050 at 6%. |
| Stein, Herbstman, Albert, S.C., Money Purchase Pension Plan | - | 13 | $191,590 | $46,545 | $3,580iApproximate average salary by contribution assumption: employee only about $89,510 at 4% or $59,673 at 6%; with 50% employer match about $59,673 at 4% or $39,782 at 6%; with 100% employer match about $44,755 at 4% or $29,837 at 6%. |