Civic Intelligence

Sorman & Frankel Ltd

Plan context: Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust

EIN 36-4446640 • Chicago, IL • 14 filings • 3 plans

180 N LA Salle St Ste 2700Chicago, IL 60601-2709
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$1,644,876

2024 Contributions

$83,245

Historical Graphs

Total Assets Over Time

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

$1,644,876$822,438$0201220182024YearValue
$1,644,876Latest year 2024

Participants Over Time

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

1160200720182024YearValue
10Latest 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
2024110$1,644,876$83,245$8,325iApproximate average salary by contribution assumption: employee only about $208,113 at 4% or $138,742 at 6%; with 50% employer match about $138,742 at 4% or $92,494 at 6%; with 100% employer match about $104,056 at 4% or $69,371 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-10$1,644,876$83,245$8,325iApproximate average salary by contribution assumption: employee only about $208,113 at 4% or $138,742 at 6%; with 50% employer match about $138,742 at 4% or $92,494 at 6%; with 100% employer match about $104,056 at 4% or $69,371 at 6%.
2023110$1,331,186$99,875$9,988iApproximate average salary by contribution assumption: employee only about $249,688 at 4% or $166,458 at 6%; with 50% employer match about $166,458 at 4% or $110,972 at 6%; with 100% employer match about $124,844 at 4% or $83,229 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-10$1,331,186$99,875$9,988iApproximate average salary by contribution assumption: employee only about $249,688 at 4% or $166,458 at 6%; with 50% employer match about $166,458 at 4% or $110,972 at 6%; with 100% employer match about $124,844 at 4% or $83,229 at 6%.
2022110$1,041,031$85,127$8,513iApproximate average salary by contribution assumption: employee only about $212,818 at 4% or $141,878 at 6%; with 50% employer match about $141,878 at 4% or $94,586 at 6%; with 100% employer match about $106,409 at 4% or $70,939 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-10$1,041,031$85,127$8,513iApproximate average salary by contribution assumption: employee only about $212,818 at 4% or $141,878 at 6%; with 50% employer match about $141,878 at 4% or $94,586 at 6%; with 100% employer match about $106,409 at 4% or $70,939 at 6%.
2021111$1,201,655$79,631$7,239iApproximate average salary by contribution assumption: employee only about $180,980 at 4% or $120,653 at 6%; with 50% employer match about $120,653 at 4% or $80,435 at 6%; with 100% employer match about $90,490 at 4% or $60,327 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-11$1,201,655$79,631$7,239iApproximate average salary by contribution assumption: employee only about $180,980 at 4% or $120,653 at 6%; with 50% employer match about $120,653 at 4% or $80,435 at 6%; with 100% employer match about $90,490 at 4% or $60,327 at 6%.
2020111$990,349$65,815$5,983iApproximate average salary by contribution assumption: employee only about $149,580 at 4% or $99,720 at 6%; with 50% employer match about $99,720 at 4% or $66,480 at 6%; with 100% employer match about $74,790 at 4% or $49,860 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-11$990,349$65,815$5,983iApproximate average salary by contribution assumption: employee only about $149,580 at 4% or $99,720 at 6%; with 50% employer match about $99,720 at 4% or $66,480 at 6%; with 100% employer match about $74,790 at 4% or $49,860 at 6%.
2019110$848,331$68,709$6,871iApproximate average salary by contribution assumption: employee only about $171,773 at 4% or $114,515 at 6%; with 50% employer match about $114,515 at 4% or $76,343 at 6%; with 100% employer match about $85,886 at 4% or $57,258 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-10$848,331$68,709$6,871iApproximate average salary by contribution assumption: employee only about $171,773 at 4% or $114,515 at 6%; with 50% employer match about $114,515 at 4% or $76,343 at 6%; with 100% employer match about $85,886 at 4% or $57,258 at 6%.
2018111$638,849$73,592$6,690iApproximate average salary by contribution assumption: employee only about $167,255 at 4% or $111,503 at 6%; with 50% employer match about $111,503 at 4% or $74,335 at 6%; with 100% employer match about $83,627 at 4% or $55,752 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-11$638,849$73,592$6,690iApproximate average salary by contribution assumption: employee only about $167,255 at 4% or $111,503 at 6%; with 50% employer match about $111,503 at 4% or $74,335 at 6%; with 100% employer match about $83,627 at 4% or $55,752 at 6%.
2017111$624,084$93,762$8,524iApproximate average salary by contribution assumption: employee only about $213,095 at 4% or $142,064 at 6%; with 50% employer match about $142,064 at 4% or $94,709 at 6%; with 100% employer match about $106,548 at 4% or $71,032 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-11$624,084$93,762$8,524iApproximate average salary by contribution assumption: employee only about $213,095 at 4% or $142,064 at 6%; with 50% employer match about $142,064 at 4% or $94,709 at 6%; with 100% employer match about $106,548 at 4% or $71,032 at 6%.
2016110$434,988$69,956$6,996iApproximate average salary by contribution assumption: employee only about $174,890 at 4% or $116,593 at 6%; with 50% employer match about $116,593 at 4% or $77,729 at 6%; with 100% employer match about $87,445 at 4% or $58,297 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-10$434,988$69,956$6,996iApproximate average salary by contribution assumption: employee only about $174,890 at 4% or $116,593 at 6%; with 50% employer match about $116,593 at 4% or $77,729 at 6%; with 100% employer match about $87,445 at 4% or $58,297 at 6%.
201519$344,584$50,972$5,664iApproximate average salary by contribution assumption: employee only about $141,589 at 4% or $94,393 at 6%; with 50% employer match about $94,393 at 4% or $62,928 at 6%; with 100% employer match about $70,794 at 4% or $47,196 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-9$344,584$50,972$5,664iApproximate average salary by contribution assumption: employee only about $141,589 at 4% or $94,393 at 6%; with 50% employer match about $94,393 at 4% or $62,928 at 6%; with 100% employer match about $70,794 at 4% or $47,196 at 6%.
201418$333,067$65,135$8,142iApproximate average salary by contribution assumption: employee only about $203,547 at 4% or $135,698 at 6%; with 50% employer match about $135,698 at 4% or $90,465 at 6%; with 100% employer match about $101,773 at 4% or $67,849 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-8$333,067$65,135$8,142iApproximate average salary by contribution assumption: employee only about $203,547 at 4% or $135,698 at 6%; with 50% employer match about $135,698 at 4% or $90,465 at 6%; with 100% employer match about $101,773 at 4% or $67,849 at 6%.
201318$253,051$40,565$5,071iApproximate average salary by contribution assumption: employee only about $126,766 at 4% or $84,510 at 6%; with 50% employer match about $84,510 at 4% or $56,340 at 6%; with 100% employer match about $63,383 at 4% or $42,255 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-8$253,051$40,565$5,071iApproximate average salary by contribution assumption: employee only about $126,766 at 4% or $84,510 at 6%; with 50% employer match about $84,510 at 4% or $56,340 at 6%; with 100% employer match about $63,383 at 4% or $42,255 at 6%.
201218$183,653$51,558$6,445iApproximate average salary by contribution assumption: employee only about $161,119 at 4% or $107,413 at 6%; with 50% employer match about $107,413 at 4% or $71,608 at 6%; with 100% employer match about $80,559 at 4% or $53,706 at 6%.
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-8$183,653$51,558$6,445iApproximate average salary by contribution assumption: employee only about $161,119 at 4% or $107,413 at 6%; with 50% employer match about $107,413 at 4% or $71,608 at 6%; with 100% employer match about $80,559 at 4% or $53,706 at 6%.
200716$0$0-
Sorman & Frankel Ltd 401(K) Profit Sharing Plan & Trust-6---