Civic Intelligence

Willis Stein & Partners Management III, L.L.C.

Plan context: Willis Stein & Partners 401(K) Profit Sharing Plan

EIN 36-4357308 • Chicago, IL • 18 filings • 3 plans

444 W. Lake Street - Suite 4700Chicago, IL 60606
Current Snapshot

Latest Year

2018

2018 Participants

16

2018 Assets

$7,322,235

2018 Contributions

$173,294

Historical Graphs

Total Assets Over Time

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

$10,262,404$5,131,202$0200220102017YearValue
$7,322,235Latest year 2017

Participants Over Time

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

41210200120102017YearValue
16Latest 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-
Willis Stein & Partners 401(K) Profit Sharing Plan-0$0$0-
2017116$7,322,235$173,294$10,831iApproximate average salary by contribution assumption: employee only about $270,772 at 4% or $180,515 at 6%; with 50% employer match about $180,515 at 4% or $120,343 at 6%; with 100% employer match about $135,386 at 4% or $90,257 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-16$7,322,235$173,294$10,831iApproximate average salary by contribution assumption: employee only about $270,772 at 4% or $180,515 at 6%; with 50% employer match about $180,515 at 4% or $120,343 at 6%; with 100% employer match about $135,386 at 4% or $90,257 at 6%.
2016118$7,026,288$209,090$11,616iApproximate average salary by contribution assumption: employee only about $290,403 at 4% or $193,602 at 6%; with 50% employer match about $193,602 at 4% or $129,068 at 6%; with 100% employer match about $145,201 at 4% or $96,801 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-18$7,026,288$209,090$11,616iApproximate average salary by contribution assumption: employee only about $290,403 at 4% or $193,602 at 6%; with 50% employer match about $193,602 at 4% or $129,068 at 6%; with 100% employer match about $145,201 at 4% or $96,801 at 6%.
2015118$6,298,731$168,461$9,359iApproximate average salary by contribution assumption: employee only about $233,974 at 4% or $155,982 at 6%; with 50% employer match about $155,982 at 4% or $103,988 at 6%; with 100% employer match about $116,987 at 4% or $77,991 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-18$6,298,731$168,461$9,359iApproximate average salary by contribution assumption: employee only about $233,974 at 4% or $155,982 at 6%; with 50% employer match about $155,982 at 4% or $103,988 at 6%; with 100% employer match about $116,987 at 4% or $77,991 at 6%.
2014119$7,503,335$128,758$6,777iApproximate average salary by contribution assumption: employee only about $169,418 at 4% or $112,946 at 6%; with 50% employer match about $112,946 at 4% or $75,297 at 6%; with 100% employer match about $84,709 at 4% or $56,473 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-19$7,503,335$128,758$6,777iApproximate average salary by contribution assumption: employee only about $169,418 at 4% or $112,946 at 6%; with 50% employer match about $112,946 at 4% or $75,297 at 6%; with 100% employer match about $84,709 at 4% or $56,473 at 6%.
2013120$7,463,601$171,387$8,569iApproximate average salary by contribution assumption: employee only about $214,234 at 4% or $142,823 at 6%; with 50% employer match about $142,823 at 4% or $95,215 at 6%; with 100% employer match about $107,117 at 4% or $71,411 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-20$7,463,601$171,387$8,569iApproximate average salary by contribution assumption: employee only about $214,234 at 4% or $142,823 at 6%; with 50% employer match about $142,823 at 4% or $95,215 at 6%; with 100% employer match about $107,117 at 4% or $71,411 at 6%.
2012122$6,298,798$201,293$9,150iApproximate average salary by contribution assumption: employee only about $228,742 at 4% or $152,495 at 6%; with 50% employer match about $152,495 at 4% or $101,663 at 6%; with 100% employer match about $114,371 at 4% or $76,247 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-22$6,298,798$201,293$9,150iApproximate average salary by contribution assumption: employee only about $228,742 at 4% or $152,495 at 6%; with 50% employer match about $152,495 at 4% or $101,663 at 6%; with 100% employer match about $114,371 at 4% or $76,247 at 6%.
2011125$5,508,996$252,400$10,096iApproximate average salary by contribution assumption: employee only about $252,400 at 4% or $168,267 at 6%; with 50% employer match about $168,267 at 4% or $112,178 at 6%; with 100% employer match about $126,200 at 4% or $84,133 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-25$5,508,996$252,400$10,096iApproximate average salary by contribution assumption: employee only about $252,400 at 4% or $168,267 at 6%; with 50% employer match about $168,267 at 4% or $112,178 at 6%; with 100% employer match about $126,200 at 4% or $84,133 at 6%.
2010128$6,484,249$324,516$11,590iApproximate average salary by contribution assumption: employee only about $289,746 at 4% or $193,164 at 6%; with 50% employer match about $193,164 at 4% or $128,776 at 6%; with 100% employer match about $144,873 at 4% or $96,582 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-28$6,484,249$324,516$11,590iApproximate average salary by contribution assumption: employee only about $289,746 at 4% or $193,164 at 6%; with 50% employer match about $193,164 at 4% or $128,776 at 6%; with 100% employer match about $144,873 at 4% or $96,582 at 6%.
2009132$6,472,508$449,720$14,054iApproximate average salary by contribution assumption: employee only about $351,344 at 4% or $234,229 at 6%; with 50% employer match about $234,229 at 4% or $156,153 at 6%; with 100% employer match about $175,672 at 4% or $117,115 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-32$6,472,508$449,720$14,054iApproximate average salary by contribution assumption: employee only about $351,344 at 4% or $234,229 at 6%; with 50% employer match about $234,229 at 4% or $156,153 at 6%; with 100% employer match about $175,672 at 4% or $117,115 at 6%.
2008116$6,900,135$526,119$32,882iApproximate average salary by contribution assumption: employee only about $822,061 at 4% or $548,041 at 6%; with 50% employer match about $548,041 at 4% or $365,360 at 6%; with 100% employer match about $411,030 at 4% or $274,020 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-16$6,900,135$526,119$32,882iApproximate average salary by contribution assumption: employee only about $822,061 at 4% or $548,041 at 6%; with 50% employer match about $548,041 at 4% or $365,360 at 6%; with 100% employer match about $411,030 at 4% or $274,020 at 6%.
2007119$10,262,404$756,517$39,817iApproximate average salary by contribution assumption: employee only about $995,417 at 4% or $663,611 at 6%; with 50% employer match about $663,611 at 4% or $442,408 at 6%; with 100% employer match about $497,709 at 4% or $331,806 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-19$10,262,404$756,517$39,817iApproximate average salary by contribution assumption: employee only about $995,417 at 4% or $663,611 at 6%; with 50% employer match about $663,611 at 4% or $442,408 at 6%; with 100% employer match about $497,709 at 4% or $331,806 at 6%.
2006125$9,018,733$820,810$32,832iApproximate average salary by contribution assumption: employee only about $820,810 at 4% or $547,207 at 6%; with 50% employer match about $547,207 at 4% or $364,804 at 6%; with 100% employer match about $410,405 at 4% or $273,603 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-25$9,018,733$820,810$32,832iApproximate average salary by contribution assumption: employee only about $820,810 at 4% or $547,207 at 6%; with 50% employer match about $547,207 at 4% or $364,804 at 6%; with 100% employer match about $410,405 at 4% or $273,603 at 6%.
2005137$7,439,771$944,005$25,514iApproximate average salary by contribution assumption: employee only about $637,841 at 4% or $425,227 at 6%; with 50% employer match about $425,227 at 4% or $283,485 at 6%; with 100% employer match about $318,921 at 4% or $212,614 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-37$7,439,771$944,005$25,514iApproximate average salary by contribution assumption: employee only about $637,841 at 4% or $425,227 at 6%; with 50% employer match about $425,227 at 4% or $283,485 at 6%; with 100% employer match about $318,921 at 4% or $212,614 at 6%.
2004138$6,056,479$897,541$23,620iApproximate average salary by contribution assumption: employee only about $590,488 at 4% or $393,658 at 6%; with 50% employer match about $393,658 at 4% or $262,439 at 6%; with 100% employer match about $295,244 at 4% or $196,829 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-38$6,056,479$897,541$23,620iApproximate average salary by contribution assumption: employee only about $590,488 at 4% or $393,658 at 6%; with 50% employer match about $393,658 at 4% or $262,439 at 6%; with 100% employer match about $295,244 at 4% or $196,829 at 6%.
2002141$2,955,816$873,970$21,316iApproximate average salary by contribution assumption: employee only about $532,909 at 4% or $355,272 at 6%; with 50% employer match about $355,272 at 4% or $236,848 at 6%; with 100% employer match about $266,454 at 4% or $177,636 at 6%.
Willis Stein & Partners 401(K) Profit Sharing Plan-41$2,955,816$873,970$21,316iApproximate average salary by contribution assumption: employee only about $532,909 at 4% or $355,272 at 6%; with 50% employer match about $355,272 at 4% or $236,848 at 6%; with 100% employer match about $266,454 at 4% or $177,636 at 6%.
2001231$0$0-
WILLIS STEIN & PARTNERS MONEY PURCHASE PENSION PLAN-0---
Willis Stein & Partners 401(K) Profit Sharing Plan-31---