Civic Intelligence

Kenneth L. Stein MD, Sc

Plan context: KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST

EIN 36-3989229 • Chicago, IL • 24 filings • 3 plans

414 North Orleans, Suite 209Chicago, IL 60654
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$237,398

2015 Contributions

$7,150

Historical Graphs

Total Assets Over Time

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

$580,650$290,325$0199920062014YearValue
$237,398Latest year 2014

Participants Over Time

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

950199920072014YearValue
3Latest year 2014

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
201510$0$7,150-
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-0$0$7,150-
201413$237,398$8,450$2,817iApproximate average salary by contribution assumption: employee only about $70,417 at 4% or $46,944 at 6%; with 50% employer match about $46,944 at 4% or $31,296 at 6%; with 100% employer match about $35,208 at 4% or $23,472 at 6%.
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-3$237,398$8,450$2,817iApproximate average salary by contribution assumption: employee only about $70,417 at 4% or $46,944 at 6%; with 50% employer match about $46,944 at 4% or $31,296 at 6%; with 100% employer match about $35,208 at 4% or $23,472 at 6%.
201315$252,237$10,400$2,080iApproximate average salary by contribution assumption: employee only about $52,000 at 4% or $34,667 at 6%; with 50% employer match about $34,667 at 4% or $23,111 at 6%; with 100% employer match about $26,000 at 4% or $17,333 at 6%.
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-5$252,237$10,400$2,080iApproximate average salary by contribution assumption: employee only about $52,000 at 4% or $34,667 at 6%; with 50% employer match about $34,667 at 4% or $23,111 at 6%; with 100% employer match about $26,000 at 4% or $17,333 at 6%.
201215$200,162$11,850$2,370iApproximate average salary by contribution assumption: employee only about $59,250 at 4% or $39,500 at 6%; with 50% employer match about $39,500 at 4% or $26,333 at 6%; with 100% employer match about $29,625 at 4% or $19,750 at 6%.
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-5$200,162$11,850$2,370iApproximate average salary by contribution assumption: employee only about $59,250 at 4% or $39,500 at 6%; with 50% employer match about $39,500 at 4% or $26,333 at 6%; with 100% employer match about $29,625 at 4% or $19,750 at 6%.
201115$169,323$10,800$2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%.
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-5$169,323$10,800$2,160iApproximate average salary by contribution assumption: employee only about $54,000 at 4% or $36,000 at 6%; with 50% employer match about $36,000 at 4% or $24,000 at 6%; with 100% employer match about $27,000 at 4% or $18,000 at 6%.
201027$172,299$104,656$14,951iApproximate average salary by contribution assumption: employee only about $373,771 at 4% or $249,181 at 6%; with 50% employer match about $249,181 at 4% or $166,121 at 6%; with 100% employer match about $186,886 at 4% or $124,590 at 6%.
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-7$172,299$104,656$14,951iApproximate average salary by contribution assumption: employee only about $373,771 at 4% or $249,181 at 6%; with 50% employer match about $249,181 at 4% or $166,121 at 6%; with 100% employer match about $186,886 at 4% or $124,590 at 6%.
KENNETH L. STEIN, M.D., S.C. CASH BALANCE PENSION PLAN & TRUST-0$0--
200929$580,650$9,883$1,098iApproximate average salary by contribution assumption: employee only about $27,453 at 4% or $18,302 at 6%; with 50% employer match about $18,302 at 4% or $12,201 at 6%; with 100% employer match about $13,726 at 4% or $9,151 at 6%.
KENNETH L. STEIN, M.D., S.C. CASH BALANCE PENSION PLAN & TRUST-3$471,040--
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-9$109,610$9,883$1,098iApproximate average salary by contribution assumption: employee only about $27,453 at 4% or $18,302 at 6%; with 50% employer match about $18,302 at 4% or $12,201 at 6%; with 100% employer match about $13,726 at 4% or $9,151 at 6%.
200824$502,965$182,587$45,647iApproximate average salary by contribution assumption: employee only about $1,141,169 at 4% or $760,779 at 6%; with 50% employer match about $760,779 at 4% or $507,186 at 6%; with 100% employer match about $570,584 at 4% or $380,390 at 6%.
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-2$406,899$144,982$72,491iApproximate average salary by contribution assumption: employee only about $1,812,275 at 4% or $1,208,183 at 6%; with 50% employer match about $1,208,183 at 4% or $805,456 at 6%; with 100% employer match about $906,138 at 4% or $604,092 at 6%.
KENNETH L. STEIN, M.D., S.C. CASH BALANCE PENSION PLAN & TRUST-4$96,066$37,605$9,401iApproximate average salary by contribution assumption: employee only about $235,031 at 4% or $156,688 at 6%; with 50% employer match about $156,688 at 4% or $104,458 at 6%; with 100% employer match about $117,516 at 4% or $78,344 at 6%.
200734$0$0-
KENNETH L. STEIN, M.D., S.C. CASH BALANCE PENSION PLAN & TRUST-3---
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-4---
Kenneth L. Stein MD Sc Profit Sharing Plan-0---
200637$281,286$196,955$28,136iApproximate average salary by contribution assumption: employee only about $703,411 at 4% or $468,940 at 6%; with 50% employer match about $468,940 at 4% or $312,627 at 6%; with 100% employer match about $351,705 at 4% or $234,470 at 6%.
KENNETH L. STEIN, M.D., S.C. CASH BALANCE PENSION PLAN & TRUST-3$148,768$148,768$49,589iApproximate average salary by contribution assumption: employee only about $1,239,733 at 4% or $826,489 at 6%; with 50% employer match about $826,489 at 4% or $550,993 at 6%; with 100% employer match about $619,867 at 4% or $413,244 at 6%.
Kenneth L. Stein MD Sc Profit Sharing Plan-1$84,331--
KENNETH L. STEIN, M.D., S.C. PROFIT SHARING PLAN & TRUST-7$48,187$48,187$6,884iApproximate average salary by contribution assumption: employee only about $172,096 at 4% or $114,731 at 6%; with 50% employer match about $114,731 at 4% or $76,487 at 6%; with 100% employer match about $86,048 at 4% or $57,365 at 6%.
200511$171,951$0-
Kenneth L. Stein MD Sc Profit Sharing Plan-1$171,951--
200411$169,129$0-
Kenneth L. Stein MD Sc Profit Sharing Plan-1$169,129--
200311$153,347$0-
Kenneth L. Stein MD Sc Profit Sharing Plan-1$153,347--
200211$150,058$0-
Kenneth L. Stein MD Sc Profit Sharing Plan-1$150,058--
200112$174,443$0-
Kenneth L. Stein MD Sc Profit Sharing Plan-2$174,443--
200013$169,336$0-
Kenneth L. Stein MD Sc Profit Sharing Plan-3$169,336--
199913$201,499$37,330$12,443iApproximate average salary by contribution assumption: employee only about $311,083 at 4% or $207,389 at 6%; with 50% employer match about $207,389 at 4% or $138,259 at 6%; with 100% employer match about $155,542 at 4% or $103,694 at 6%.
Kenneth L. Stein MD Sc Profit Sharing Plan-3$201,499$37,330$12,443iApproximate average salary by contribution assumption: employee only about $311,083 at 4% or $207,389 at 6%; with 50% employer match about $207,389 at 4% or $138,259 at 6%; with 100% employer match about $155,542 at 4% or $103,694 at 6%.