Cloe & Kennedy PC.
Plan context: Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust
EIN 36-4016165 • Libertyville, IL • 27 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$5,633,954
2025 Contributions
$226,663
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $5,633,954 | $226,663 | $22,666iApproximate average salary by contribution assumption: employee only about $566,658 at 4% or $377,772 at 6%; with 50% employer match about $377,772 at 4% or $251,848 at 6%; with 100% employer match about $283,329 at 4% or $188,886 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 10 | $5,633,954 | $226,663 | $22,666iApproximate average salary by contribution assumption: employee only about $566,658 at 4% or $377,772 at 6%; with 50% employer match about $377,772 at 4% or $251,848 at 6%; with 100% employer match about $283,329 at 4% or $188,886 at 6%. |
| 2024 | 1 | 11 | $4,661,228 | $240,300 | $21,845iApproximate average salary by contribution assumption: employee only about $546,136 at 4% or $364,091 at 6%; with 50% employer match about $364,091 at 4% or $242,727 at 6%; with 100% employer match about $273,068 at 4% or $182,045 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 11 | $4,661,228 | $240,300 | $21,845iApproximate average salary by contribution assumption: employee only about $546,136 at 4% or $364,091 at 6%; with 50% employer match about $364,091 at 4% or $242,727 at 6%; with 100% employer match about $273,068 at 4% or $182,045 at 6%. |
| 2023 | 1 | 10 | $3,842,023 | $240,504 | $24,050iApproximate average salary by contribution assumption: employee only about $601,260 at 4% or $400,840 at 6%; with 50% employer match about $400,840 at 4% or $267,227 at 6%; with 100% employer match about $300,630 at 4% or $200,420 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 10 | $3,842,023 | $240,504 | $24,050iApproximate average salary by contribution assumption: employee only about $601,260 at 4% or $400,840 at 6%; with 50% employer match about $400,840 at 4% or $267,227 at 6%; with 100% employer match about $300,630 at 4% or $200,420 at 6%. |
| 2022 | 1 | 12 | $3,065,616 | $220,337 | $18,361iApproximate average salary by contribution assumption: employee only about $459,035 at 4% or $306,024 at 6%; with 50% employer match about $306,024 at 4% or $204,016 at 6%; with 100% employer match about $229,518 at 4% or $153,012 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 12 | $3,065,616 | $220,337 | $18,361iApproximate average salary by contribution assumption: employee only about $459,035 at 4% or $306,024 at 6%; with 50% employer match about $306,024 at 4% or $204,016 at 6%; with 100% employer match about $229,518 at 4% or $153,012 at 6%. |
| 2021 | 1 | 18 | $3,515,811 | $184,100 | $10,228iApproximate average salary by contribution assumption: employee only about $255,694 at 4% or $170,463 at 6%; with 50% employer match about $170,463 at 4% or $113,642 at 6%; with 100% employer match about $127,847 at 4% or $85,231 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 18 | $3,515,811 | $184,100 | $10,228iApproximate average salary by contribution assumption: employee only about $255,694 at 4% or $170,463 at 6%; with 50% employer match about $170,463 at 4% or $113,642 at 6%; with 100% employer match about $127,847 at 4% or $85,231 at 6%. |
| 2020 | 1 | 18 | $3,042,072 | $193,379 | $10,743iApproximate average salary by contribution assumption: employee only about $268,582 at 4% or $179,055 at 6%; with 50% employer match about $179,055 at 4% or $119,370 at 6%; with 100% employer match about $134,291 at 4% or $89,527 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 18 | $3,042,072 | $193,379 | $10,743iApproximate average salary by contribution assumption: employee only about $268,582 at 4% or $179,055 at 6%; with 50% employer match about $179,055 at 4% or $119,370 at 6%; with 100% employer match about $134,291 at 4% or $89,527 at 6%. |
| 2019 | 1 | 12 | $2,371,593 | $178,697 | $14,891iApproximate average salary by contribution assumption: employee only about $372,285 at 4% or $248,190 at 6%; with 50% employer match about $248,190 at 4% or $165,460 at 6%; with 100% employer match about $186,143 at 4% or $124,095 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 12 | $2,371,593 | $178,697 | $14,891iApproximate average salary by contribution assumption: employee only about $372,285 at 4% or $248,190 at 6%; with 50% employer match about $248,190 at 4% or $165,460 at 6%; with 100% employer match about $186,143 at 4% or $124,095 at 6%. |
| 2018 | 1 | 12 | $1,827,221 | $157,559 | $13,130iApproximate average salary by contribution assumption: employee only about $328,248 at 4% or $218,832 at 6%; with 50% employer match about $218,832 at 4% or $145,888 at 6%; with 100% employer match about $164,124 at 4% or $109,416 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 12 | $1,827,221 | $157,559 | $13,130iApproximate average salary by contribution assumption: employee only about $328,248 at 4% or $218,832 at 6%; with 50% employer match about $218,832 at 4% or $145,888 at 6%; with 100% employer match about $164,124 at 4% or $109,416 at 6%. |
| 2017 | 1 | 17 | $3,606,529 | $119,411 | $7,024iApproximate average salary by contribution assumption: employee only about $175,604 at 4% or $117,070 at 6%; with 50% employer match about $117,070 at 4% or $78,046 at 6%; with 100% employer match about $87,802 at 4% or $58,535 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 17 | $3,606,529 | $119,411 | $7,024iApproximate average salary by contribution assumption: employee only about $175,604 at 4% or $117,070 at 6%; with 50% employer match about $117,070 at 4% or $78,046 at 6%; with 100% employer match about $87,802 at 4% or $58,535 at 6%. |
| 2016 | 1 | 20 | $3,086,795 | $215,622 | $10,781iApproximate average salary by contribution assumption: employee only about $269,528 at 4% or $179,685 at 6%; with 50% employer match about $179,685 at 4% or $119,790 at 6%; with 100% employer match about $134,764 at 4% or $89,843 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 20 | $3,086,795 | $215,622 | $10,781iApproximate average salary by contribution assumption: employee only about $269,528 at 4% or $179,685 at 6%; with 50% employer match about $179,685 at 4% or $119,790 at 6%; with 100% employer match about $134,764 at 4% or $89,843 at 6%. |
| 2015 | 1 | 18 | $2,714,298 | $222,406 | $12,356iApproximate average salary by contribution assumption: employee only about $308,897 at 4% or $205,931 at 6%; with 50% employer match about $205,931 at 4% or $137,288 at 6%; with 100% employer match about $154,449 at 4% or $102,966 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 18 | $2,714,298 | $222,406 | $12,356iApproximate average salary by contribution assumption: employee only about $308,897 at 4% or $205,931 at 6%; with 50% employer match about $205,931 at 4% or $137,288 at 6%; with 100% employer match about $154,449 at 4% or $102,966 at 6%. |
| 2014 | 1 | 20 | $2,544,979 | $203,701 | $10,185iApproximate average salary by contribution assumption: employee only about $254,626 at 4% or $169,751 at 6%; with 50% employer match about $169,751 at 4% or $113,167 at 6%; with 100% employer match about $127,313 at 4% or $84,875 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 20 | $2,544,979 | $203,701 | $10,185iApproximate average salary by contribution assumption: employee only about $254,626 at 4% or $169,751 at 6%; with 50% employer match about $169,751 at 4% or $113,167 at 6%; with 100% employer match about $127,313 at 4% or $84,875 at 6%. |
| 2013 | 1 | 16 | $2,230,966 | $195,804 | $12,238iApproximate average salary by contribution assumption: employee only about $305,944 at 4% or $203,963 at 6%; with 50% employer match about $203,963 at 4% or $135,975 at 6%; with 100% employer match about $152,972 at 4% or $101,981 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 16 | $2,230,966 | $195,804 | $12,238iApproximate average salary by contribution assumption: employee only about $305,944 at 4% or $203,963 at 6%; with 50% employer match about $203,963 at 4% or $135,975 at 6%; with 100% employer match about $152,972 at 4% or $101,981 at 6%. |
| 2012 | 1 | 14 | $1,535,139 | $148,551 | $10,611iApproximate average salary by contribution assumption: employee only about $265,270 at 4% or $176,846 at 6%; with 50% employer match about $176,846 at 4% or $117,898 at 6%; with 100% employer match about $132,635 at 4% or $88,423 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 14 | $1,535,139 | $148,551 | $10,611iApproximate average salary by contribution assumption: employee only about $265,270 at 4% or $176,846 at 6%; with 50% employer match about $176,846 at 4% or $117,898 at 6%; with 100% employer match about $132,635 at 4% or $88,423 at 6%. |
| 2011 | 1 | 16 | $1,274,633 | $142,182 | $8,886iApproximate average salary by contribution assumption: employee only about $222,159 at 4% or $148,106 at 6%; with 50% employer match about $148,106 at 4% or $98,738 at 6%; with 100% employer match about $111,080 at 4% or $74,053 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 16 | $1,274,633 | $142,182 | $8,886iApproximate average salary by contribution assumption: employee only about $222,159 at 4% or $148,106 at 6%; with 50% employer match about $148,106 at 4% or $98,738 at 6%; with 100% employer match about $111,080 at 4% or $74,053 at 6%. |
| 2010 | 1 | 16 | $1,213,730 | $136,014 | $8,501iApproximate average salary by contribution assumption: employee only about $212,522 at 4% or $141,681 at 6%; with 50% employer match about $141,681 at 4% or $94,454 at 6%; with 100% employer match about $106,261 at 4% or $70,841 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 16 | $1,213,730 | $136,014 | $8,501iApproximate average salary by contribution assumption: employee only about $212,522 at 4% or $141,681 at 6%; with 50% employer match about $141,681 at 4% or $94,454 at 6%; with 100% employer match about $106,261 at 4% or $70,841 at 6%. |
| 2009 | 1 | 18 | $923,794 | $137,453 | $7,636iApproximate average salary by contribution assumption: employee only about $190,907 at 4% or $127,271 at 6%; with 50% employer match about $127,271 at 4% or $84,848 at 6%; with 100% employer match about $95,453 at 4% or $63,636 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 18 | $923,794 | $137,453 | $7,636iApproximate average salary by contribution assumption: employee only about $190,907 at 4% or $127,271 at 6%; with 50% employer match about $127,271 at 4% or $84,848 at 6%; with 100% employer match about $95,453 at 4% or $63,636 at 6%. |
| 2008 | 1 | 19 | $620,601 | $126,705 | $6,669iApproximate average salary by contribution assumption: employee only about $166,717 at 4% or $111,145 at 6%; with 50% employer match about $111,145 at 4% or $74,096 at 6%; with 100% employer match about $83,359 at 4% or $55,572 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 19 | $620,601 | $126,705 | $6,669iApproximate average salary by contribution assumption: employee only about $166,717 at 4% or $111,145 at 6%; with 50% employer match about $111,145 at 4% or $74,096 at 6%; with 100% employer match about $83,359 at 4% or $55,572 at 6%. |
| 2007 | 1 | 20 | $0 | $0 | - |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 20 | - | - | - |
| 2006 | 1 | 13 | $636,178 | $102,004 | $7,846iApproximate average salary by contribution assumption: employee only about $196,162 at 4% or $130,774 at 6%; with 50% employer match about $130,774 at 4% or $87,183 at 6%; with 100% employer match about $98,081 at 4% or $65,387 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 13 | $636,178 | $102,004 | $7,846iApproximate average salary by contribution assumption: employee only about $196,162 at 4% or $130,774 at 6%; with 50% employer match about $130,774 at 4% or $87,183 at 6%; with 100% employer match about $98,081 at 4% or $65,387 at 6%. |
| 2005 | 1 | 11 | $459,941 | $88,256 | $8,023iApproximate average salary by contribution assumption: employee only about $200,582 at 4% or $133,721 at 6%; with 50% employer match about $133,721 at 4% or $89,147 at 6%; with 100% employer match about $100,291 at 4% or $66,861 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 11 | $459,941 | $88,256 | $8,023iApproximate average salary by contribution assumption: employee only about $200,582 at 4% or $133,721 at 6%; with 50% employer match about $133,721 at 4% or $89,147 at 6%; with 100% employer match about $100,291 at 4% or $66,861 at 6%. |
| 2004 | 1 | 6 | $362,626 | $121,724 | $20,287iApproximate average salary by contribution assumption: employee only about $507,183 at 4% or $338,122 at 6%; with 50% employer match about $338,122 at 4% or $225,415 at 6%; with 100% employer match about $253,592 at 4% or $169,061 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 6 | $362,626 | $121,724 | $20,287iApproximate average salary by contribution assumption: employee only about $507,183 at 4% or $338,122 at 6%; with 50% employer match about $338,122 at 4% or $225,415 at 6%; with 100% employer match about $253,592 at 4% or $169,061 at 6%. |
| 2003 | 1 | 8 | $214,675 | $78,000 | $9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 8 | $214,675 | $78,000 | $9,750iApproximate average salary by contribution assumption: employee only about $243,750 at 4% or $162,500 at 6%; with 50% employer match about $162,500 at 4% or $108,333 at 6%; with 100% employer match about $121,875 at 4% or $81,250 at 6%. |
| 2002 | 1 | 8 | $0 | $0 | - |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 8 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2000 | 1 | 5 | $90,430 | $40,554 | $8,111iApproximate average salary by contribution assumption: employee only about $202,770 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%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 5 | $90,430 | $40,554 | $8,111iApproximate average salary by contribution assumption: employee only about $202,770 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%. |
| 1999 | 1 | 7 | $52,334 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| Cloe & Kennedy PC. Employees' Profit Sharing Plan and Trust | - | 7 | $52,334 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |