Civic Intelligence

Katz, Goldstein & Warren PC.

Plan context: Katz, Goldstein & Warren 401K Savings Plan and Trust

EIN 36-4223368 • Bannockburn, IL • 46 filings • 5 plans

2345 Waukegan RoadSuite 150Bannockburn, IL 60015
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$11,093,745

2024 Contributions

$748,197

Historical Graphs

Total Assets Over Time

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

$11,093,745$5,546,873$0199920132024YearValue
$11,093,745Latest year 2024

Participants Over Time

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

1680199920122024YearValue
16Latest year 2024

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
2024216$11,093,745$748,197$46,762iApproximate average salary by contribution assumption: employee only about $1,169,058 at 4% or $779,372 at 6%; with 50% employer match about $779,372 at 4% or $519,581 at 6%; with 100% employer match about $584,529 at 4% or $389,686 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-16$8,522,275$438,197$27,387iApproximate average salary by contribution assumption: employee only about $684,683 at 4% or $456,455 at 6%; with 50% employer match about $456,455 at 4% or $304,303 at 6%; with 100% employer match about $342,341 at 4% or $228,228 at 6%.
Katz, Goldstein & Warren, P. C. Cash Balance Plan-14$2,571,470$310,000$22,143iApproximate average salary by contribution assumption: employee only about $553,571 at 4% or $369,048 at 6%; with 50% employer match about $369,048 at 4% or $246,032 at 6%; with 100% employer match about $276,786 at 4% or $184,524 at 6%.
2023215$9,456,411$737,676$49,178iApproximate average salary by contribution assumption: employee only about $1,229,460 at 4% or $819,640 at 6%; with 50% employer match about $819,640 at 4% or $546,427 at 6%; with 100% employer match about $614,730 at 4% or $409,820 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-15$7,296,853$426,038$28,403iApproximate average salary by contribution assumption: employee only about $710,063 at 4% or $473,376 at 6%; with 50% employer match about $473,376 at 4% or $315,584 at 6%; with 100% employer match about $355,032 at 4% or $236,688 at 6%.
Katz, Goldstein & Warren, P. C. Cash Balance Plan-14$2,159,558$311,638$22,260iApproximate average salary by contribution assumption: employee only about $556,496 at 4% or $370,998 at 6%; with 50% employer match about $370,998 at 4% or $247,332 at 6%; with 100% employer match about $278,248 at 4% or $185,499 at 6%.
2022213$7,735,797$703,847$54,142iApproximate average salary by contribution assumption: employee only about $1,353,552 at 4% or $902,368 at 6%; with 50% employer match about $902,368 at 4% or $601,579 at 6%; with 100% employer match about $676,776 at 4% or $451,184 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-13$6,057,880$318,847$24,527iApproximate average salary by contribution assumption: employee only about $613,167 at 4% or $408,778 at 6%; with 50% employer match about $408,778 at 4% or $272,519 at 6%; with 100% employer match about $306,584 at 4% or $204,389 at 6%.
Katz, Goldstein & Warren, P. C. Cash Balance Plan-12$1,677,917$385,000$32,083iApproximate average salary by contribution assumption: employee only about $802,083 at 4% or $534,722 at 6%; with 50% employer match about $534,722 at 4% or $356,481 at 6%; with 100% employer match about $401,042 at 4% or $267,361 at 6%.
2021213$8,079,412$500,807$38,524iApproximate average salary by contribution assumption: employee only about $963,090 at 4% or $642,060 at 6%; with 50% employer match about $642,060 at 4% or $428,040 at 6%; with 100% employer match about $481,545 at 4% or $321,030 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-12$6,603,340$301,807$25,151iApproximate average salary by contribution assumption: employee only about $628,765 at 4% or $419,176 at 6%; with 50% employer match about $419,176 at 4% or $279,451 at 6%; with 100% employer match about $314,382 at 4% or $209,588 at 6%.
Katz, Goldstein & Warren, P. C. Cash Balance Plan-13$1,476,072$199,000$15,308iApproximate average salary by contribution assumption: employee only about $382,692 at 4% or $255,128 at 6%; with 50% employer match about $255,128 at 4% or $170,085 at 6%; with 100% employer match about $191,346 at 4% or $127,564 at 6%.
2020213$7,044,338$527,511$40,578iApproximate average salary by contribution assumption: employee only about $1,014,444 at 4% or $676,296 at 6%; with 50% employer match about $676,296 at 4% or $450,864 at 6%; with 100% employer match about $507,222 at 4% or $338,148 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-12$5,835,151$280,543$23,379iApproximate average salary by contribution assumption: employee only about $584,465 at 4% or $389,643 at 6%; with 50% employer match about $389,643 at 4% or $259,762 at 6%; with 100% employer match about $292,232 at 4% or $194,822 at 6%.
Katz, Goldstein & Warren, P. C. Cash Balance Plan-13$1,209,187$246,968$18,998iApproximate average salary by contribution assumption: employee only about $474,938 at 4% or $316,626 at 6%; with 50% employer match about $316,626 at 4% or $211,084 at 6%; with 100% employer match about $237,469 at 4% or $158,313 at 6%.
2019213$5,957,716$536,418$41,263iApproximate average salary by contribution assumption: employee only about $1,031,573 at 4% or $687,715 at 6%; with 50% employer match about $687,715 at 4% or $458,477 at 6%; with 100% employer match about $515,787 at 4% or $343,858 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-12$5,077,820$290,962$24,247iApproximate average salary by contribution assumption: employee only about $606,171 at 4% or $404,114 at 6%; with 50% employer match about $404,114 at 4% or $269,409 at 6%; with 100% employer match about $303,085 at 4% or $202,057 at 6%.
Katz, Goldstein & Warren, P. C. Cash Balance Plan-13$879,896$245,456$18,881iApproximate average salary by contribution assumption: employee only about $472,031 at 4% or $314,687 at 6%; with 50% employer match about $314,687 at 4% or $209,791 at 6%; with 100% employer match about $236,015 at 4% or $157,344 at 6%.
2018212$4,584,163$488,865$40,739iApproximate average salary by contribution assumption: employee only about $1,018,469 at 4% or $678,979 at 6%; with 50% employer match about $678,979 at 4% or $452,653 at 6%; with 100% employer match about $509,234 at 4% or $339,490 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-11$3,994,901$253,422$23,038iApproximate average salary by contribution assumption: employee only about $575,959 at 4% or $383,973 at 6%; with 50% employer match about $383,973 at 4% or $255,982 at 6%; with 100% employer match about $287,980 at 4% or $191,986 at 6%.
Katz, Goldstein & Warren, P. C. Cash Balance Plan-12$589,262$235,443$19,620iApproximate average salary by contribution assumption: employee only about $490,506 at 4% or $327,004 at 6%; with 50% employer match about $327,004 at 4% or $218,003 at 6%; with 100% employer match about $245,253 at 4% or $163,502 at 6%.
2017211$4,352,018$440,516$40,047iApproximate average salary by contribution assumption: employee only about $1,001,173 at 4% or $667,448 at 6%; with 50% employer match about $667,448 at 4% or $444,966 at 6%; with 100% employer match about $500,586 at 4% or $333,724 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-10$3,982,703$231,083$23,108iApproximate average salary by contribution assumption: employee only about $577,708 at 4% or $385,138 at 6%; with 50% employer match about $385,138 at 4% or $256,759 at 6%; with 100% employer match about $288,854 at 4% or $192,569 at 6%.
Katz, Goldstein & Warren, P. C. Cash Balance Plan-11$369,315$209,433$19,039iApproximate average salary by contribution assumption: employee only about $475,984 at 4% or $317,323 at 6%; with 50% employer match about $317,323 at 4% or $211,548 at 6%; with 100% employer match about $237,992 at 4% or $158,661 at 6%.
2016210$3,443,371$406,092$40,609iApproximate average salary by contribution assumption: employee only about $1,015,230 at 4% or $676,820 at 6%; with 50% employer match about $676,820 at 4% or $451,213 at 6%; with 100% employer match about $507,615 at 4% or $338,410 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-10$3,292,729$255,450$25,545iApproximate average salary by contribution assumption: employee only about $638,625 at 4% or $425,750 at 6%; with 50% employer match about $425,750 at 4% or $283,833 at 6%; with 100% employer match about $319,313 at 4% or $212,875 at 6%.
Katz, Goldstein & Warren, P. C. Cash Balance Plan-10$150,642$150,642$15,064iApproximate average salary by contribution assumption: employee only about $376,605 at 4% or $251,070 at 6%; with 50% employer match about $251,070 at 4% or $167,380 at 6%; with 100% employer match about $188,303 at 4% or $125,535 at 6%.
201519$2,821,615$206,336$22,926iApproximate average salary by contribution assumption: employee only about $573,156 at 4% or $382,104 at 6%; with 50% employer match about $382,104 at 4% or $254,736 at 6%; with 100% employer match about $286,578 at 4% or $191,052 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-9$2,821,615$206,336$22,926iApproximate average salary by contribution assumption: employee only about $573,156 at 4% or $382,104 at 6%; with 50% employer match about $382,104 at 4% or $254,736 at 6%; with 100% employer match about $286,578 at 4% or $191,052 at 6%.
2014110$2,693,224$207,699$20,770iApproximate average salary by contribution assumption: employee only about $519,248 at 4% or $346,165 at 6%; with 50% employer match about $346,165 at 4% or $230,777 at 6%; with 100% employer match about $259,624 at 4% or $173,083 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-10$2,693,224$207,699$20,770iApproximate average salary by contribution assumption: employee only about $519,248 at 4% or $346,165 at 6%; with 50% employer match about $346,165 at 4% or $230,777 at 6%; with 100% employer match about $259,624 at 4% or $173,083 at 6%.
2013110$3,454,062$185,211$18,521iApproximate average salary by contribution assumption: employee only about $463,027 at 4% or $308,685 at 6%; with 50% employer match about $308,685 at 4% or $205,790 at 6%; with 100% employer match about $231,514 at 4% or $154,343 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-10$3,454,062$185,211$18,521iApproximate average salary by contribution assumption: employee only about $463,027 at 4% or $308,685 at 6%; with 50% employer match about $308,685 at 4% or $205,790 at 6%; with 100% employer match about $231,514 at 4% or $154,343 at 6%.
201229$3,045,111$1,059,218$117,691iApproximate average salary by contribution assumption: employee only about $2,942,272 at 4% or $1,961,515 at 6%; with 50% employer match about $1,961,515 at 4% or $1,307,677 at 6%; with 100% employer match about $1,471,136 at 4% or $980,757 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-9$3,045,111$994,392$110,488iApproximate average salary by contribution assumption: employee only about $2,762,200 at 4% or $1,841,467 at 6%; with 50% employer match about $1,841,467 at 4% or $1,227,644 at 6%; with 100% employer match about $1,381,100 at 4% or $920,733 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-0$0$64,826-
2011210$4,091,142$236,639$23,664iApproximate average salary by contribution assumption: employee only about $591,598 at 4% or $394,398 at 6%; with 50% employer match about $394,398 at 4% or $262,932 at 6%; with 100% employer match about $295,799 at 4% or $197,199 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-5$2,152,663$107,356$21,471iApproximate average salary by contribution assumption: employee only about $536,780 at 4% or $357,853 at 6%; with 50% employer match about $357,853 at 4% or $238,569 at 6%; with 100% employer match about $268,390 at 4% or $178,927 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-10$1,938,479$129,283$12,928iApproximate average salary by contribution assumption: employee only about $323,208 at 4% or $215,472 at 6%; with 50% employer match about $215,472 at 4% or $143,648 at 6%; with 100% employer match about $161,604 at 4% or $107,736 at 6%.
2010210$4,021,808$422,303$42,230iApproximate average salary by contribution assumption: employee only about $1,055,758 at 4% or $703,838 at 6%; with 50% employer match about $703,838 at 4% or $469,226 at 6%; with 100% employer match about $527,879 at 4% or $351,919 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-4$2,057,819$185,102$46,276iApproximate average salary by contribution assumption: employee only about $1,156,888 at 4% or $771,258 at 6%; with 50% employer match about $771,258 at 4% or $514,172 at 6%; with 100% employer match about $578,444 at 4% or $385,629 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-10$1,963,989$237,201$23,720iApproximate average salary by contribution assumption: employee only about $593,003 at 4% or $395,335 at 6%; with 50% employer match about $395,335 at 4% or $263,557 at 6%; with 100% employer match about $296,501 at 4% or $197,668 at 6%.
2009211$3,339,558$269,524$24,502iApproximate average salary by contribution assumption: employee only about $612,555 at 4% or $408,370 at 6%; with 50% employer match about $408,370 at 4% or $272,246 at 6%; with 100% employer match about $306,277 at 4% or $204,185 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-4$1,719,443$132,862$33,216iApproximate average salary by contribution assumption: employee only about $830,388 at 4% or $553,592 at 6%; with 50% employer match about $553,592 at 4% or $369,061 at 6%; with 100% employer match about $415,194 at 4% or $276,796 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-11$1,620,115$136,662$12,424iApproximate average salary by contribution assumption: employee only about $310,595 at 4% or $207,064 at 6%; with 50% employer match about $207,064 at 4% or $138,042 at 6%; with 100% employer match about $155,298 at 4% or $103,532 at 6%.
2008211$2,590,396$204,985$18,635iApproximate average salary by contribution assumption: employee only about $465,875 at 4% or $310,583 at 6%; with 50% employer match about $310,583 at 4% or $207,056 at 6%; with 100% employer match about $232,938 at 4% or $155,292 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-4$1,296,421$145,383$36,346iApproximate average salary by contribution assumption: employee only about $908,644 at 4% or $605,763 at 6%; with 50% employer match about $605,763 at 4% or $403,842 at 6%; with 100% employer match about $454,322 at 4% or $302,881 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-11$1,293,975$59,602$5,418iApproximate average salary by contribution assumption: employee only about $135,459 at 4% or $90,306 at 6%; with 50% employer match about $90,306 at 4% or $60,204 at 6%; with 100% employer match about $67,730 at 4% or $45,153 at 6%.
2007210$0$0-
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-3---
Katz, Goldstein & Warren 401K Savings Plan and Trust-10---
2006211$2,297,752$278,774$25,343iApproximate average salary by contribution assumption: employee only about $633,577 at 4% or $422,385 at 6%; with 50% employer match about $422,385 at 4% or $281,590 at 6%; with 100% employer match about $316,789 at 4% or $211,192 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-11$1,190,927$120,474$10,952iApproximate average salary by contribution assumption: employee only about $273,805 at 4% or $182,536 at 6%; with 50% employer match about $182,536 at 4% or $121,691 at 6%; with 100% employer match about $136,902 at 4% or $91,268 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-3$1,106,825$158,300$52,767iApproximate average salary by contribution assumption: employee only about $1,319,167 at 4% or $879,444 at 6%; with 50% employer match about $879,444 at 4% or $586,296 at 6%; with 100% employer match about $659,583 at 4% or $439,722 at 6%.
200529$1,888,701$266,067$29,563iApproximate average salary by contribution assumption: employee only about $739,075 at 4% or $492,717 at 6%; with 50% employer match about $492,717 at 4% or $328,478 at 6%; with 100% employer match about $369,538 at 4% or $246,358 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-9$987,511$50,199$5,578iApproximate average salary by contribution assumption: employee only about $139,442 at 4% or $92,961 at 6%; with 50% employer match about $92,961 at 4% or $61,974 at 6%; with 100% employer match about $69,721 at 4% or $46,481 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-3$901,190$215,868$71,956iApproximate average salary by contribution assumption: employee only about $1,798,900 at 4% or $1,199,267 at 6%; with 50% employer match about $1,199,267 at 4% or $799,511 at 6%; with 100% employer match about $899,450 at 4% or $599,633 at 6%.
2004210$1,584,618$278,991$27,899iApproximate average salary by contribution assumption: employee only about $697,478 at 4% or $464,985 at 6%; with 50% employer match about $464,985 at 4% or $309,990 at 6%; with 100% employer match about $348,739 at 4% or $232,493 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-10$904,515$50,337$5,034iApproximate average salary by contribution assumption: employee only about $125,843 at 4% or $83,895 at 6%; with 50% employer match about $83,895 at 4% or $55,930 at 6%; with 100% employer match about $62,921 at 4% or $41,948 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-3$680,103$228,654$76,218iApproximate average salary by contribution assumption: employee only about $1,905,450 at 4% or $1,270,300 at 6%; with 50% employer match about $1,270,300 at 4% or $846,867 at 6%; with 100% employer match about $952,725 at 4% or $635,150 at 6%.
200328$1,214,354$225,129$28,141iApproximate average salary by contribution assumption: employee only about $703,528 at 4% or $469,019 at 6%; with 50% employer match about $469,019 at 4% or $312,679 at 6%; with 100% employer match about $351,764 at 4% or $234,509 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-8$784,183$35,295$4,412iApproximate average salary by contribution assumption: employee only about $110,297 at 4% or $73,531 at 6%; with 50% employer match about $73,531 at 4% or $49,021 at 6%; with 100% employer match about $55,148 at 4% or $36,766 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-3$430,171$189,834$63,278iApproximate average salary by contribution assumption: employee only about $1,581,950 at 4% or $1,054,633 at 6%; with 50% employer match about $1,054,633 at 4% or $703,089 at 6%; with 100% employer match about $790,975 at 4% or $527,317 at 6%.
200228$881,415$254,029$31,754iApproximate average salary by contribution assumption: employee only about $793,841 at 4% or $529,227 at 6%; with 50% employer match about $529,227 at 4% or $352,818 at 6%; with 100% employer match about $396,920 at 4% or $264,614 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-8$660,859$33,473$4,184iApproximate average salary by contribution assumption: employee only about $104,603 at 4% or $69,735 at 6%; with 50% employer match about $69,735 at 4% or $46,490 at 6%; with 100% employer match about $52,302 at 4% or $34,868 at 6%.
Katz, Goldstein & Warren Defined Benefit Pension Plan and Trust-3$220,556$220,556$73,519iApproximate average salary by contribution assumption: employee only about $1,837,967 at 4% or $1,225,311 at 6%; with 50% employer match about $1,225,311 at 4% or $816,874 at 6%; with 100% employer match about $918,983 at 4% or $612,656 at 6%.
200115$701,035$94,950$18,990iApproximate average salary by contribution assumption: employee only about $474,750 at 4% or $316,500 at 6%; with 50% employer match about $316,500 at 4% or $211,000 at 6%; with 100% employer match about $237,375 at 4% or $158,250 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-5$701,035$94,950$18,990iApproximate average salary by contribution assumption: employee only about $474,750 at 4% or $316,500 at 6%; with 50% employer match about $316,500 at 4% or $211,000 at 6%; with 100% employer match about $237,375 at 4% or $158,250 at 6%.
200015$0$0-
Katz, Goldstein & Warren 401K Savings Plan and Trust-5---
199914$602,207$77,775$19,444iApproximate average salary by contribution assumption: employee only about $486,094 at 4% or $324,063 at 6%; with 50% employer match about $324,063 at 4% or $216,042 at 6%; with 100% employer match about $243,047 at 4% or $162,031 at 6%.
Katz, Goldstein & Warren 401K Savings Plan and Trust-4$602,207$77,775$19,444iApproximate average salary by contribution assumption: employee only about $486,094 at 4% or $324,063 at 6%; with 50% employer match about $324,063 at 4% or $216,042 at 6%; with 100% employer match about $243,047 at 4% or $162,031 at 6%.