Civic Intelligence

Steven a. Isenstein & Associates Ltd.

Plan context: Steven a. Isenstein & Associates Ltd. Profit Sharing Plan

EIN 36-3994867 • Northbrook, IL • 23 filings • 4 plans

3175 Commercial Avenue, Suite 107Suite 107Northbrook, IL 60062-1923
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$2,515,175

2023 Contributions

$12,500

Historical Graphs

Total Assets Over Time

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

$2,803,219$1,401,610$0200020112023YearValue
$2,515,175Latest year 2023

Participants Over Time

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

210200020112023YearValue
1Latest year 2023

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
202311$2,515,175$12,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-1$2,515,175$12,500$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
202211$0$0-
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-1---
201911$2,803,219$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-1$2,803,219$40,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201811$2,327,413$50,875$50,875iApproximate average salary by contribution assumption: employee only about $1,271,875 at 4% or $847,917 at 6%; with 50% employer match about $847,917 at 4% or $565,278 at 6%; with 100% employer match about $635,938 at 4% or $423,958 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-1$2,327,413$50,875$50,875iApproximate average salary by contribution assumption: employee only about $1,271,875 at 4% or $847,917 at 6%; with 50% employer match about $847,917 at 4% or $565,278 at 6%; with 100% employer match about $635,938 at 4% or $423,958 at 6%.
201711$2,346,959$50,575$50,575iApproximate average salary by contribution assumption: employee only about $1,264,375 at 4% or $842,917 at 6%; with 50% employer match about $842,917 at 4% or $561,944 at 6%; with 100% employer match about $632,188 at 4% or $421,458 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-1$2,346,959$50,575$50,575iApproximate average salary by contribution assumption: employee only about $1,264,375 at 4% or $842,917 at 6%; with 50% employer match about $842,917 at 4% or $561,944 at 6%; with 100% employer match about $632,188 at 4% or $421,458 at 6%.
201611$2,049,334$43,750$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-1$2,049,334$43,750$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
201511$1,821,993$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-1$1,821,993$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201411$1,840,714$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-1$1,840,714$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201312$1,657,305$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-2$1,657,305$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201212$1,550,214$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-2$1,550,214$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201112$1,362,731$49,750$24,875iApproximate average salary by contribution assumption: employee only about $621,875 at 4% or $414,583 at 6%; with 50% employer match about $414,583 at 4% or $276,389 at 6%; with 100% employer match about $310,938 at 4% or $207,292 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-2$1,362,731$49,750$24,875iApproximate average salary by contribution assumption: employee only about $621,875 at 4% or $414,583 at 6%; with 50% employer match about $414,583 at 4% or $276,389 at 6%; with 100% employer match about $310,938 at 4% or $207,292 at 6%.
201012$0$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-2-$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
200912$1,215,990$45,975$22,988iApproximate average salary by contribution assumption: employee only about $574,688 at 4% or $383,125 at 6%; with 50% employer match about $383,125 at 4% or $255,417 at 6%; with 100% employer match about $287,344 at 4% or $191,563 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-2$1,215,990$45,975$22,988iApproximate average salary by contribution assumption: employee only about $574,688 at 4% or $383,125 at 6%; with 50% employer match about $383,125 at 4% or $255,417 at 6%; with 100% employer match about $287,344 at 4% or $191,563 at 6%.
200810$936,161$44,813-
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-0$936,161$44,813-
200712$1,280,719$41,350$20,675iApproximate average salary by contribution assumption: employee only about $516,875 at 4% or $344,583 at 6%; with 50% employer match about $344,583 at 4% or $229,722 at 6%; with 100% employer match about $258,438 at 4% or $172,292 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-2$1,280,719$41,350$20,675iApproximate average salary by contribution assumption: employee only about $516,875 at 4% or $344,583 at 6%; with 50% employer match about $344,583 at 4% or $229,722 at 6%; with 100% employer match about $258,438 at 4% or $172,292 at 6%.
200612$1,177,129$33,125$16,563iApproximate average salary by contribution assumption: employee only about $414,063 at 4% or $276,042 at 6%; with 50% employer match about $276,042 at 4% or $184,028 at 6%; with 100% employer match about $207,031 at 4% or $138,021 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-2$1,177,129$33,125$16,563iApproximate average salary by contribution assumption: employee only about $414,063 at 4% or $276,042 at 6%; with 50% employer match about $276,042 at 4% or $184,028 at 6%; with 100% employer match about $207,031 at 4% or $138,021 at 6%.
200512$977,494$31,188$15,594iApproximate average salary by contribution assumption: employee only about $389,850 at 4% or $259,900 at 6%; with 50% employer match about $259,900 at 4% or $173,267 at 6%; with 100% employer match about $194,925 at 4% or $129,950 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-2$977,494$31,188$15,594iApproximate average salary by contribution assumption: employee only about $389,850 at 4% or $259,900 at 6%; with 50% employer match about $259,900 at 4% or $173,267 at 6%; with 100% employer match about $194,925 at 4% or $129,950 at 6%.
200422$908,008$42,563$21,282iApproximate average salary by contribution assumption: employee only about $532,038 at 4% or $354,692 at 6%; with 50% employer match about $354,692 at 4% or $236,461 at 6%; with 100% employer match about $266,019 at 4% or $177,346 at 6%.
Steven a. Isenstein & Associates Ltd. Profit Sharing Plan-2$908,008$42,563$21,282iApproximate average salary by contribution assumption: employee only about $532,038 at 4% or $354,692 at 6%; with 50% employer match about $354,692 at 4% or $236,461 at 6%; with 100% employer match about $266,019 at 4% or $177,346 at 6%.
Steven a. Isenstein & Associates Ltd. Money Purchase Plan-0---
200312$786,583$41,800$20,900iApproximate average salary by contribution assumption: employee only about $522,500 at 4% or $348,333 at 6%; with 50% employer match about $348,333 at 4% or $232,222 at 6%; with 100% employer match about $261,250 at 4% or $174,167 at 6%.
Steven a. Isenstein & Associates Ltd. Money Purchase Plan-2$786,583$41,800$20,900iApproximate average salary by contribution assumption: employee only about $522,500 at 4% or $348,333 at 6%; with 50% employer match about $348,333 at 4% or $232,222 at 6%; with 100% employer match about $261,250 at 4% or $174,167 at 6%.
200212$618,378$41,800$20,900iApproximate average salary by contribution assumption: employee only about $522,500 at 4% or $348,333 at 6%; with 50% employer match about $348,333 at 4% or $232,222 at 6%; with 100% employer match about $261,250 at 4% or $174,167 at 6%.
Steven a. Isenstein & Associates Ltd. Money Purchase Plan-2$618,378$41,800$20,900iApproximate average salary by contribution assumption: employee only about $522,500 at 4% or $348,333 at 6%; with 50% employer match about $348,333 at 4% or $232,222 at 6%; with 100% employer match about $261,250 at 4% or $174,167 at 6%.
200112$633,519$37,400$18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%.
Steven a. Isenstein & Associates Ltd. Money Purchase Plan-2$633,519$37,400$18,700iApproximate average salary by contribution assumption: employee only about $467,500 at 4% or $311,667 at 6%; with 50% employer match about $311,667 at 4% or $207,778 at 6%; with 100% employer match about $233,750 at 4% or $155,833 at 6%.
200011$620,481$32,250$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.
Steven a. Isenstein & Associates Ltd. Money Purchase Plan-1$620,481$32,250$32,250iApproximate average salary by contribution assumption: employee only about $806,250 at 4% or $537,500 at 6%; with 50% employer match about $537,500 at 4% or $358,333 at 6%; with 100% employer match about $403,125 at 4% or $268,750 at 6%.