Civic Intelligence

Stetler & Duffy Ltd.

Plan context: Stetler & Duffy Ltd. 401K Plan and Retirement Trust

EIN 36-4212269 • Chicago, IL • 27 filings • 7 plans

222 Merchandise MartP. O. Box 3445Chicago, IL 60654
Current Snapshot

Latest Year

2018

2018 Participants

6

2018 Assets

$4,880,115

2018 Contributions

$132,697

Historical Graphs

Total Assets Over Time

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

$6,701,254$3,350,627$0199920092017YearValue
$4,880,115Latest year 2017

Participants Over Time

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

1790199920082017YearValue
6Latest year 2017

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
201810$0$0-
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-0$0$0-
201716$4,880,115$132,697$22,116iApproximate average salary by contribution assumption: employee only about $552,904 at 4% or $368,603 at 6%; with 50% employer match about $368,603 at 4% or $245,735 at 6%; with 100% employer match about $276,452 at 4% or $184,301 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-6$4,880,115$132,697$22,116iApproximate average salary by contribution assumption: employee only about $552,904 at 4% or $368,603 at 6%; with 50% employer match about $368,603 at 4% or $245,735 at 6%; with 100% employer match about $276,452 at 4% or $184,301 at 6%.
2016114$6,701,254$352,054$25,147iApproximate average salary by contribution assumption: employee only about $628,668 at 4% or $419,112 at 6%; with 50% employer match about $419,112 at 4% or $279,408 at 6%; with 100% employer match about $314,334 at 4% or $209,556 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-14$6,701,254$352,054$25,147iApproximate average salary by contribution assumption: employee only about $628,668 at 4% or $419,112 at 6%; with 50% employer match about $419,112 at 4% or $279,408 at 6%; with 100% employer match about $314,334 at 4% or $209,556 at 6%.
2015117$5,847,765$363,175$21,363iApproximate average salary by contribution assumption: employee only about $534,081 at 4% or $356,054 at 6%; with 50% employer match about $356,054 at 4% or $237,369 at 6%; with 100% employer match about $267,040 at 4% or $178,027 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-17$5,847,765$363,175$21,363iApproximate average salary by contribution assumption: employee only about $534,081 at 4% or $356,054 at 6%; with 50% employer match about $356,054 at 4% or $237,369 at 6%; with 100% employer match about $267,040 at 4% or $178,027 at 6%.
2014112$6,024,906$346,640$28,887iApproximate average salary by contribution assumption: employee only about $722,167 at 4% or $481,444 at 6%; with 50% employer match about $481,444 at 4% or $320,963 at 6%; with 100% employer match about $361,083 at 4% or $240,722 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-12$6,024,906$346,640$28,887iApproximate average salary by contribution assumption: employee only about $722,167 at 4% or $481,444 at 6%; with 50% employer match about $481,444 at 4% or $320,963 at 6%; with 100% employer match about $361,083 at 4% or $240,722 at 6%.
2013113$5,380,787$325,254$25,020iApproximate average salary by contribution assumption: employee only about $625,488 at 4% or $416,992 at 6%; with 50% employer match about $416,992 at 4% or $277,995 at 6%; with 100% employer match about $312,744 at 4% or $208,496 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-13$5,380,787$325,254$25,020iApproximate average salary by contribution assumption: employee only about $625,488 at 4% or $416,992 at 6%; with 50% employer match about $416,992 at 4% or $277,995 at 6%; with 100% employer match about $312,744 at 4% or $208,496 at 6%.
2012115$4,777,526$324,859$21,657iApproximate average salary by contribution assumption: employee only about $541,432 at 4% or $360,954 at 6%; with 50% employer match about $360,954 at 4% or $240,636 at 6%; with 100% employer match about $270,716 at 4% or $180,477 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-15$4,777,526$324,859$21,657iApproximate average salary by contribution assumption: employee only about $541,432 at 4% or $360,954 at 6%; with 50% employer match about $360,954 at 4% or $240,636 at 6%; with 100% employer match about $270,716 at 4% or $180,477 at 6%.
2011116$4,115,358$363,549$22,722iApproximate average salary by contribution assumption: employee only about $568,045 at 4% or $378,697 at 6%; with 50% employer match about $378,697 at 4% or $252,465 at 6%; with 100% employer match about $284,023 at 4% or $189,348 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-16$4,115,358$363,549$22,722iApproximate average salary by contribution assumption: employee only about $568,045 at 4% or $378,697 at 6%; with 50% employer match about $378,697 at 4% or $252,465 at 6%; with 100% employer match about $284,023 at 4% or $189,348 at 6%.
2010215$3,986,776$444,538$29,636iApproximate average salary by contribution assumption: employee only about $740,897 at 4% or $493,931 at 6%; with 50% employer match about $493,931 at 4% or $329,287 at 6%; with 100% employer match about $370,448 at 4% or $246,966 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-15$3,986,776$444,538$29,636iApproximate average salary by contribution assumption: employee only about $740,897 at 4% or $493,931 at 6%; with 50% employer match about $493,931 at 4% or $329,287 at 6%; with 100% employer match about $370,448 at 4% or $246,966 at 6%.
STETLER & DUFFY, LTD. CASH BALANCE PENSION PLAN & TRUST-0$0--
2009215$4,034,412$603,922$40,261iApproximate average salary by contribution assumption: employee only about $1,006,537 at 4% or $671,024 at 6%; with 50% employer match about $671,024 at 4% or $447,350 at 6%; with 100% employer match about $503,268 at 4% or $335,512 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-15$3,102,216$329,522$21,968iApproximate average salary by contribution assumption: employee only about $549,203 at 4% or $366,136 at 6%; with 50% employer match about $366,136 at 4% or $244,090 at 6%; with 100% employer match about $274,602 at 4% or $183,068 at 6%.
STETLER & DUFFY, LTD. CASH BALANCE PENSION PLAN & TRUST-6$932,196$274,400$45,733iApproximate average salary by contribution assumption: employee only about $1,143,333 at 4% or $762,222 at 6%; with 50% employer match about $762,222 at 4% or $508,148 at 6%; with 100% employer match about $571,667 at 4% or $381,111 at 6%.
2008211$2,635,361$585,336$53,212iApproximate average salary by contribution assumption: employee only about $1,330,309 at 4% or $886,873 at 6%; with 50% employer match about $886,873 at 4% or $591,248 at 6%; with 100% employer match about $665,155 at 4% or $443,436 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-11$2,091,354$357,227$32,475iApproximate average salary by contribution assumption: employee only about $811,880 at 4% or $541,253 at 6%; with 50% employer match about $541,253 at 4% or $360,835 at 6%; with 100% employer match about $405,940 at 4% or $270,627 at 6%.
STETLER & DUFFY, LTD. CASH BALANCE PENSION PLAN & TRUST-6$544,007$228,109$38,018iApproximate average salary by contribution assumption: employee only about $950,454 at 4% or $633,636 at 6%; with 50% employer match about $633,636 at 4% or $422,424 at 6%; with 100% employer match about $475,227 at 4% or $316,818 at 6%.
200729$0$0-
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-9---
STETLER & DUFFY, LTD. CASH BALANCE PENSION PLAN & TRUST-5---
2006211$2,578,270$527,457$47,951iApproximate average salary by contribution assumption: employee only about $1,198,766 at 4% or $799,177 at 6%; with 50% employer match about $799,177 at 4% or $532,785 at 6%; with 100% employer match about $599,383 at 4% or $399,589 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-11$2,369,270$318,457$28,951iApproximate average salary by contribution assumption: employee only about $723,766 at 4% or $482,511 at 6%; with 50% employer match about $482,511 at 4% or $321,674 at 6%; with 100% employer match about $361,883 at 4% or $241,255 at 6%.
STETLER & DUFFY, LTD. CASH BALANCE PENSION PLAN & TRUST-5$209,000$209,000$41,800iApproximate average salary by contribution assumption: employee only about $1,045,000 at 4% or $696,667 at 6%; with 50% employer match about $696,667 at 4% or $464,444 at 6%; with 100% employer match about $522,500 at 4% or $348,333 at 6%.
2005111$1,812,690$342,053$31,096iApproximate average salary by contribution assumption: employee only about $777,393 at 4% or $518,262 at 6%; with 50% employer match about $518,262 at 4% or $345,508 at 6%; with 100% employer match about $388,697 at 4% or $259,131 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-11$1,812,690$342,053$31,096iApproximate average salary by contribution assumption: employee only about $777,393 at 4% or $518,262 at 6%; with 50% employer match about $518,262 at 4% or $345,508 at 6%; with 100% employer match about $388,697 at 4% or $259,131 at 6%.
2004110$1,345,230$288,930$28,893iApproximate average salary by contribution assumption: employee only about $722,325 at 4% or $481,550 at 6%; with 50% employer match about $481,550 at 4% or $321,033 at 6%; with 100% employer match about $361,163 at 4% or $240,775 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-10$1,345,230$288,930$28,893iApproximate average salary by contribution assumption: employee only about $722,325 at 4% or $481,550 at 6%; with 50% employer match about $481,550 at 4% or $321,033 at 6%; with 100% employer match about $361,163 at 4% or $240,775 at 6%.
200318$1,024,998$223,618$27,952iApproximate average salary by contribution assumption: employee only about $698,806 at 4% or $465,871 at 6%; with 50% employer match about $465,871 at 4% or $310,581 at 6%; with 100% employer match about $349,403 at 4% or $232,935 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-8$1,024,998$223,618$27,952iApproximate average salary by contribution assumption: employee only about $698,806 at 4% or $465,871 at 6%; with 50% employer match about $465,871 at 4% or $310,581 at 6%; with 100% employer match about $349,403 at 4% or $232,935 at 6%.
200218$634,682$218,065$27,258iApproximate average salary by contribution assumption: employee only about $681,453 at 4% or $454,302 at 6%; with 50% employer match about $454,302 at 4% or $302,868 at 6%; with 100% employer match about $340,727 at 4% or $227,151 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-8$634,682$218,065$27,258iApproximate average salary by contribution assumption: employee only about $681,453 at 4% or $454,302 at 6%; with 50% employer match about $454,302 at 4% or $302,868 at 6%; with 100% employer match about $340,727 at 4% or $227,151 at 6%.
200127$521,806$193,660$27,666iApproximate average salary by contribution assumption: employee only about $691,643 at 4% or $461,095 at 6%; with 50% employer match about $461,095 at 4% or $307,397 at 6%; with 100% employer match about $345,821 at 4% or $230,548 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-7$521,806$129,848$18,550iApproximate average salary by contribution assumption: employee only about $463,743 at 4% or $309,162 at 6%; with 50% employer match about $309,162 at 4% or $206,108 at 6%; with 100% employer match about $231,871 at 4% or $154,581 at 6%.
STETLER & DUFFY, LTD. MONEY PURCHASE PENSION PLAN AND RETIREMENT TRUST-0-$63,812-
200028$387,220$155,247$19,406iApproximate average salary by contribution assumption: employee only about $485,147 at 4% or $323,431 at 6%; with 50% employer match about $323,431 at 4% or $215,621 at 6%; with 100% employer match about $242,573 at 4% or $161,716 at 6%.
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-8$263,715$107,760$13,470iApproximate average salary by contribution assumption: employee only about $336,750 at 4% or $224,500 at 6%; with 50% employer match about $224,500 at 4% or $149,667 at 6%; with 100% employer match about $168,375 at 4% or $112,250 at 6%.
STETLER & DUFFY, LTD. MONEY PURCHASE PENSION PLAN AND RETIREMENT TRUST-8$123,505$47,487$5,936iApproximate average salary by contribution assumption: employee only about $148,397 at 4% or $98,931 at 6%; with 50% employer match about $98,931 at 4% or $65,954 at 6%; with 100% employer match about $74,198 at 4% or $49,466 at 6%.
199918$198,132$0-
Stetler & Duffy Ltd. 401K Plan and Retirement Trust-8$198,132--