Dr. Scott Frank Ltd.
Plan context: Dr. Scott Frank Ltd. Cash Balance Plan
EIN 36-4340264 • Buffalo Grove, IL • 39 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$2,943,126
2024 Contributions
$461,947
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 14 | $2,943,126 | $461,947 | $32,996iApproximate average salary by contribution assumption: employee only about $824,905 at 4% or $549,937 at 6%; with 50% employer match about $549,937 at 4% or $366,625 at 6%; with 100% employer match about $412,453 at 4% or $274,968 at 6%. |
| Dr. Scott Frank Ltd. Cash Balance Plan | - | 13 | $1,619,211 | $345,000 | $26,538iApproximate average salary by contribution assumption: employee only about $663,462 at 4% or $442,308 at 6%; with 50% employer match about $442,308 at 4% or $294,872 at 6%; with 100% employer match about $331,731 at 4% or $221,154 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 14 | $1,323,915 | $116,947 | $8,353iApproximate average salary by contribution assumption: employee only about $208,834 at 4% or $139,223 at 6%; with 50% employer match about $139,223 at 4% or $92,815 at 6%; with 100% employer match about $104,417 at 4% or $69,611 at 6%. |
| 2023 | 2 | 14 | $2,332,285 | $396,186 | $28,299iApproximate average salary by contribution assumption: employee only about $707,475 at 4% or $471,650 at 6%; with 50% employer match about $471,650 at 4% or $314,433 at 6%; with 100% employer match about $353,738 at 4% or $235,825 at 6%. |
| Dr. Scott Frank Ltd. Cash Balance Plan | - | 10 | $1,213,345 | $309,543 | $30,954iApproximate average salary by contribution assumption: employee only about $773,858 at 4% or $515,905 at 6%; with 50% employer match about $515,905 at 4% or $343,937 at 6%; with 100% employer match about $386,929 at 4% or $257,953 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 14 | $1,118,940 | $86,643 | $6,189iApproximate average salary by contribution assumption: employee only about $154,720 at 4% or $103,146 at 6%; with 50% employer match about $103,146 at 4% or $68,764 at 6%; with 100% employer match about $77,360 at 4% or $51,573 at 6%. |
| 2022 | 2 | 15 | $1,749,917 | $405,557 | $27,037iApproximate average salary by contribution assumption: employee only about $675,928 at 4% or $450,619 at 6%; with 50% employer match about $450,619 at 4% or $300,413 at 6%; with 100% employer match about $337,964 at 4% or $225,309 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 15 | $912,246 | $60,557 | $4,037iApproximate average salary by contribution assumption: employee only about $100,928 at 4% or $67,286 at 6%; with 50% employer match about $67,286 at 4% or $44,857 at 6%; with 100% employer match about $50,464 at 4% or $33,643 at 6%. |
| Dr. Scott Frank Ltd. Cash Balance Plan | - | 10 | $837,671 | $345,000 | $34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%. |
| 2021 | 2 | 12 | $1,639,404 | $368,311 | $30,693iApproximate average salary by contribution assumption: employee only about $767,315 at 4% or $511,543 at 6%; with 50% employer match about $511,543 at 4% or $341,029 at 6%; with 100% employer match about $383,657 at 4% or $255,772 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 12 | $1,122,206 | $68,311 | $5,693iApproximate average salary by contribution assumption: employee only about $142,315 at 4% or $94,876 at 6%; with 50% employer match about $94,876 at 4% or $63,251 at 6%; with 100% employer match about $71,157 at 4% or $47,438 at 6%. |
| Dr. Scott Frank Ltd. Cash Balance Plan | - | 8 | $517,198 | $300,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2020 | 2 | 11 | $1,177,383 | $290,221 | $26,384iApproximate average salary by contribution assumption: employee only about $659,593 at 4% or $439,729 at 6%; with 50% employer match about $439,729 at 4% or $293,153 at 6%; with 100% employer match about $329,797 at 4% or $219,864 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 11 | $966,284 | $79,122 | $7,193iApproximate average salary by contribution assumption: employee only about $179,823 at 4% or $119,882 at 6%; with 50% employer match about $119,882 at 4% or $79,921 at 6%; with 100% employer match about $89,911 at 4% or $59,941 at 6%. |
| Dr. Scott Frank Ltd. Cash Balance Plan | - | 7 | $211,099 | $211,099 | $30,157iApproximate average salary by contribution assumption: employee only about $753,925 at 4% or $502,617 at 6%; with 50% employer match about $502,617 at 4% or $335,078 at 6%; with 100% employer match about $376,963 at 4% or $251,308 at 6%. |
| 2019 | 1 | 10 | $915,377 | $110,717 | $11,072iApproximate average salary by contribution assumption: employee only about $276,793 at 4% or $184,528 at 6%; with 50% employer match about $184,528 at 4% or $123,019 at 6%; with 100% employer match about $138,396 at 4% or $92,264 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 10 | $915,377 | $110,717 | $11,072iApproximate average salary by contribution assumption: employee only about $276,793 at 4% or $184,528 at 6%; with 50% employer match about $184,528 at 4% or $123,019 at 6%; with 100% employer match about $138,396 at 4% or $92,264 at 6%. |
| 2018 | 1 | 11 | $700,872 | $123,144 | $11,195iApproximate average salary by contribution assumption: employee only about $279,873 at 4% or $186,582 at 6%; with 50% employer match about $186,582 at 4% or $124,388 at 6%; with 100% employer match about $139,936 at 4% or $93,291 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 11 | $700,872 | $123,144 | $11,195iApproximate average salary by contribution assumption: employee only about $279,873 at 4% or $186,582 at 6%; with 50% employer match about $186,582 at 4% or $124,388 at 6%; with 100% employer match about $139,936 at 4% or $93,291 at 6%. |
| 2017 | 1 | 9 | $661,317 | $112,883 | $12,543iApproximate average salary by contribution assumption: employee only about $313,564 at 4% or $209,043 at 6%; with 50% employer match about $209,043 at 4% or $139,362 at 6%; with 100% employer match about $156,782 at 4% or $104,521 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 9 | $661,317 | $112,883 | $12,543iApproximate average salary by contribution assumption: employee only about $313,564 at 4% or $209,043 at 6%; with 50% employer match about $209,043 at 4% or $139,362 at 6%; with 100% employer match about $156,782 at 4% or $104,521 at 6%. |
| 2016 | 1 | 10 | $529,764 | $106,422 | $10,642iApproximate average salary by contribution assumption: employee only about $266,055 at 4% or $177,370 at 6%; with 50% employer match about $177,370 at 4% or $118,247 at 6%; with 100% employer match about $133,028 at 4% or $88,685 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 10 | $529,764 | $106,422 | $10,642iApproximate average salary by contribution assumption: employee only about $266,055 at 4% or $177,370 at 6%; with 50% employer match about $177,370 at 4% or $118,247 at 6%; with 100% employer match about $133,028 at 4% or $88,685 at 6%. |
| 2015 | 1 | 12 | $419,302 | $135,215 | $11,268iApproximate average salary by contribution assumption: employee only about $281,698 at 4% or $187,799 at 6%; with 50% employer match about $187,799 at 4% or $125,199 at 6%; with 100% employer match about $140,849 at 4% or $93,899 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 12 | $419,302 | $135,215 | $11,268iApproximate average salary by contribution assumption: employee only about $281,698 at 4% or $187,799 at 6%; with 50% employer match about $187,799 at 4% or $125,199 at 6%; with 100% employer match about $140,849 at 4% or $93,899 at 6%. |
| 2014 | 1 | 11 | $303,518 | $96,549 | $8,777iApproximate average salary by contribution assumption: employee only about $219,430 at 4% or $146,286 at 6%; with 50% employer match about $146,286 at 4% or $97,524 at 6%; with 100% employer match about $109,715 at 4% or $73,143 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 11 | $303,518 | $96,549 | $8,777iApproximate average salary by contribution assumption: employee only about $219,430 at 4% or $146,286 at 6%; with 50% employer match about $146,286 at 4% or $97,524 at 6%; with 100% employer match about $109,715 at 4% or $73,143 at 6%. |
| 2013 | 1 | 9 | $201,374 | $107,642 | $11,960iApproximate average salary by contribution assumption: employee only about $299,006 at 4% or $199,337 at 6%; with 50% employer match about $199,337 at 4% or $132,891 at 6%; with 100% employer match about $149,503 at 4% or $99,669 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 9 | $201,374 | $107,642 | $11,960iApproximate average salary by contribution assumption: employee only about $299,006 at 4% or $199,337 at 6%; with 50% employer match about $199,337 at 4% or $132,891 at 6%; with 100% employer match about $149,503 at 4% or $99,669 at 6%. |
| 2012 | 1 | 8 | $82,731 | $82,244 | $10,281iApproximate average salary by contribution assumption: employee only about $257,013 at 4% or $171,342 at 6%; with 50% employer match about $171,342 at 4% or $114,228 at 6%; with 100% employer match about $128,506 at 4% or $85,671 at 6%. |
| Dr. Scott Frank Ltd. 401(K) Plan | - | 8 | $82,731 | $82,244 | $10,281iApproximate average salary by contribution assumption: employee only about $257,013 at 4% or $171,342 at 6%; with 50% employer match about $171,342 at 4% or $114,228 at 6%; with 100% employer match about $128,506 at 4% or $85,671 at 6%. |
| 2011 | 1 | 0 | $0 | $4,800 | - |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $4,800 | - |
| 2010 | 2 | 5 | $241,577 | $128,800 | $25,760iApproximate average salary by contribution assumption: employee only about $644,000 at 4% or $429,333 at 6%; with 50% employer match about $429,333 at 4% or $286,222 at 6%; with 100% employer match about $322,000 at 4% or $214,667 at 6%. |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 5 | $241,577 | $128,800 | $25,760iApproximate average salary by contribution assumption: employee only about $644,000 at 4% or $429,333 at 6%; with 50% employer match about $429,333 at 4% or $286,222 at 6%; with 100% employer match about $322,000 at 4% or $214,667 at 6%. |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 0 | $0 | $0 | - |
| 2009 | 2 | 11 | $242,686 | $16,200 | $1,473iApproximate average salary by contribution assumption: employee only about $36,818 at 4% or $24,545 at 6%; with 50% employer match about $24,545 at 4% or $16,364 at 6%; with 100% employer match about $18,409 at 4% or $12,273 at 6%. |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 11 | $140,721 | $0 | - |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 5 | $101,965 | $16,200 | $3,240iApproximate average salary by contribution assumption: employee only about $81,000 at 4% or $54,000 at 6%; with 50% employer match about $54,000 at 4% or $36,000 at 6%; with 100% employer match about $40,500 at 4% or $27,000 at 6%. |
| 2007 | 2 | 8 | $0 | $0 | - |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 8 | - | - | - |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| 2006 | 2 | 8 | $0 | $0 | - |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 8 | - | - | - |
| 2005 | 2 | 8 | $0 | $0 | - |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 8 | - | - | - |
| 2004 | 2 | 8 | $165,141 | $3,322 | $415iApproximate average salary by contribution assumption: employee only about $10,381 at 4% or $6,921 at 6%; with 50% employer match about $6,921 at 4% or $4,614 at 6%; with 100% employer match about $5,191 at 4% or $3,460 at 6%. |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 8 | $108,297 | - | - |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 5 | $56,844 | $3,322 | $664iApproximate average salary by contribution assumption: employee only about $16,610 at 4% or $11,073 at 6%; with 50% employer match about $11,073 at 4% or $7,382 at 6%; with 100% employer match about $8,305 at 4% or $5,537 at 6%. |
| 2003 | 2 | 6 | $131,699 | $7,062 | $1,177iApproximate average salary by contribution assumption: employee only about $29,425 at 4% or $19,617 at 6%; with 50% employer match about $19,617 at 4% or $13,078 at 6%; with 100% employer match about $14,713 at 4% or $9,808 at 6%. |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 6 | $86,414 | $4,467 | $745iApproximate average salary by contribution assumption: employee only about $18,613 at 4% or $12,408 at 6%; with 50% employer match about $12,408 at 4% or $8,272 at 6%; with 100% employer match about $9,306 at 4% or $6,204 at 6%. |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 5 | $45,285 | $2,595 | $519iApproximate average salary by contribution assumption: employee only about $12,975 at 4% or $8,650 at 6%; with 50% employer match about $8,650 at 4% or $5,767 at 6%; with 100% employer match about $6,488 at 4% or $4,325 at 6%. |
| 2002 | 2 | 8 | $0 | $0 | - |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 8 | - | - | - |
| 2001 | 2 | 7 | $0 | $0 | - |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 7 | - | - | - |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |
| 2000 | 2 | 6 | $23,825 | $23,825 | $3,971iApproximate average salary by contribution assumption: employee only about $99,271 at 4% or $66,181 at 6%; with 50% employer match about $66,181 at 4% or $44,120 at 6%; with 100% employer match about $49,635 at 4% or $33,090 at 6%. |
| DR. SCOTT FRANK, LTD. PROFIT SHARING PLAN | - | 6 | $23,825 | $23,825 | $3,971iApproximate average salary by contribution assumption: employee only about $99,271 at 4% or $66,181 at 6%; with 50% employer match about $66,181 at 4% or $44,120 at 6%; with 100% employer match about $49,635 at 4% or $33,090 at 6%. |
| DR. SCOTT FRANK, LTD. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |