Civic Intelligence

Neal B. Strom & Associates Ltd.

Plan context: Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan

EIN 36-4534819 • Chicago, IL • 15 filings • 3 plans

180 North Lasalle StreetSuite 2510Chicago, IL 60601
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$10,008,588

2024 Contributions

$240,022

Historical Graphs

Total Assets Over Time

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

$10,008,588$5,004,294$0201020172024YearValue
$10,008,588Latest year 2024

Participants Over Time

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

1680201020172024YearValue
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
2024116$10,008,588$240,022$15,001iApproximate average salary by contribution assumption: employee only about $375,034 at 4% or $250,023 at 6%; with 50% employer match about $250,023 at 4% or $166,682 at 6%; with 100% employer match about $187,517 at 4% or $125,011 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-16$10,008,588$240,022$15,001iApproximate average salary by contribution assumption: employee only about $375,034 at 4% or $250,023 at 6%; with 50% employer match about $250,023 at 4% or $166,682 at 6%; with 100% employer match about $187,517 at 4% or $125,011 at 6%.
2023115$8,684,470$166,529$11,102iApproximate average salary by contribution assumption: employee only about $277,548 at 4% or $185,032 at 6%; with 50% employer match about $185,032 at 4% or $123,355 at 6%; with 100% employer match about $138,774 at 4% or $92,516 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-15$8,684,470$166,529$11,102iApproximate average salary by contribution assumption: employee only about $277,548 at 4% or $185,032 at 6%; with 50% employer match about $185,032 at 4% or $123,355 at 6%; with 100% employer match about $138,774 at 4% or $92,516 at 6%.
2022114$7,160,719$208,383$14,885iApproximate average salary by contribution assumption: employee only about $372,113 at 4% or $248,075 at 6%; with 50% employer match about $248,075 at 4% or $165,383 at 6%; with 100% employer match about $186,056 at 4% or $124,038 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-14$7,160,719$208,383$14,885iApproximate average salary by contribution assumption: employee only about $372,113 at 4% or $248,075 at 6%; with 50% employer match about $248,075 at 4% or $165,383 at 6%; with 100% employer match about $186,056 at 4% or $124,038 at 6%.
2021115$8,510,290$174,664$11,644iApproximate average salary by contribution assumption: employee only about $291,107 at 4% or $194,071 at 6%; with 50% employer match about $194,071 at 4% or $129,381 at 6%; with 100% employer match about $145,553 at 4% or $97,036 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-15$8,510,290$174,664$11,644iApproximate average salary by contribution assumption: employee only about $291,107 at 4% or $194,071 at 6%; with 50% employer match about $194,071 at 4% or $129,381 at 6%; with 100% employer match about $145,553 at 4% or $97,036 at 6%.
2020111$7,354,444$168,329$15,303iApproximate average salary by contribution assumption: employee only about $382,566 at 4% or $255,044 at 6%; with 50% employer match about $255,044 at 4% or $170,029 at 6%; with 100% employer match about $191,283 at 4% or $127,522 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-11$7,354,444$168,329$15,303iApproximate average salary by contribution assumption: employee only about $382,566 at 4% or $255,044 at 6%; with 50% employer match about $255,044 at 4% or $170,029 at 6%; with 100% employer match about $191,283 at 4% or $127,522 at 6%.
2019110$5,899,230$142,377$14,238iApproximate average salary by contribution assumption: employee only about $355,943 at 4% or $237,295 at 6%; with 50% employer match about $237,295 at 4% or $158,197 at 6%; with 100% employer match about $177,971 at 4% or $118,648 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-10$5,899,230$142,377$14,238iApproximate average salary by contribution assumption: employee only about $355,943 at 4% or $237,295 at 6%; with 50% employer match about $237,295 at 4% or $158,197 at 6%; with 100% employer match about $177,971 at 4% or $118,648 at 6%.
2018110$4,890,752$137,006$13,701iApproximate average salary by contribution assumption: employee only about $342,515 at 4% or $228,343 at 6%; with 50% employer match about $228,343 at 4% or $152,229 at 6%; with 100% employer match about $171,258 at 4% or $114,172 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-10$4,890,752$137,006$13,701iApproximate average salary by contribution assumption: employee only about $342,515 at 4% or $228,343 at 6%; with 50% employer match about $228,343 at 4% or $152,229 at 6%; with 100% employer match about $171,258 at 4% or $114,172 at 6%.
2017113$5,021,401$141,187$10,861iApproximate average salary by contribution assumption: employee only about $271,513 at 4% or $181,009 at 6%; with 50% employer match about $181,009 at 4% or $120,673 at 6%; with 100% employer match about $135,757 at 4% or $90,504 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-13$5,021,401$141,187$10,861iApproximate average salary by contribution assumption: employee only about $271,513 at 4% or $181,009 at 6%; with 50% employer match about $181,009 at 4% or $120,673 at 6%; with 100% employer match about $135,757 at 4% or $90,504 at 6%.
2016113$4,100,488$123,508$9,501iApproximate average salary by contribution assumption: employee only about $237,515 at 4% or $158,344 at 6%; with 50% employer match about $158,344 at 4% or $105,562 at 6%; with 100% employer match about $118,758 at 4% or $79,172 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-13$4,100,488$123,508$9,501iApproximate average salary by contribution assumption: employee only about $237,515 at 4% or $158,344 at 6%; with 50% employer match about $158,344 at 4% or $105,562 at 6%; with 100% employer match about $118,758 at 4% or $79,172 at 6%.
2015112$3,701,414$119,240$9,937iApproximate average salary by contribution assumption: employee only about $248,417 at 4% or $165,611 at 6%; with 50% employer match about $165,611 at 4% or $110,407 at 6%; with 100% employer match about $124,208 at 4% or $82,806 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-12$3,701,414$119,240$9,937iApproximate average salary by contribution assumption: employee only about $248,417 at 4% or $165,611 at 6%; with 50% employer match about $165,611 at 4% or $110,407 at 6%; with 100% employer match about $124,208 at 4% or $82,806 at 6%.
2014111$3,590,376$110,729$10,066iApproximate average salary by contribution assumption: employee only about $251,657 at 4% or $167,771 at 6%; with 50% employer match about $167,771 at 4% or $111,847 at 6%; with 100% employer match about $125,828 at 4% or $83,886 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-11$3,590,376$110,729$10,066iApproximate average salary by contribution assumption: employee only about $251,657 at 4% or $167,771 at 6%; with 50% employer match about $167,771 at 4% or $111,847 at 6%; with 100% employer match about $125,828 at 4% or $83,886 at 6%.
2013110$3,242,342$104,668$10,467iApproximate average salary by contribution assumption: employee only about $261,670 at 4% or $174,447 at 6%; with 50% employer match about $174,447 at 4% or $116,298 at 6%; with 100% employer match about $130,835 at 4% or $87,223 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-10$3,242,342$104,668$10,467iApproximate average salary by contribution assumption: employee only about $261,670 at 4% or $174,447 at 6%; with 50% employer match about $174,447 at 4% or $116,298 at 6%; with 100% employer match about $130,835 at 4% or $87,223 at 6%.
2012110$2,788,408$91,127$9,113iApproximate average salary by contribution assumption: employee only about $227,818 at 4% or $151,878 at 6%; with 50% employer match about $151,878 at 4% or $101,252 at 6%; with 100% employer match about $113,909 at 4% or $75,939 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-10$2,788,408$91,127$9,113iApproximate average salary by contribution assumption: employee only about $227,818 at 4% or $151,878 at 6%; with 50% employer match about $151,878 at 4% or $101,252 at 6%; with 100% employer match about $113,909 at 4% or $75,939 at 6%.
2011110$2,476,925$87,235$8,724iApproximate average salary by contribution assumption: employee only about $218,088 at 4% or $145,392 at 6%; with 50% employer match about $145,392 at 4% or $96,928 at 6%; with 100% employer match about $109,044 at 4% or $72,696 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-10$2,476,925$87,235$8,724iApproximate average salary by contribution assumption: employee only about $218,088 at 4% or $145,392 at 6%; with 50% employer match about $145,392 at 4% or $96,928 at 6%; with 100% employer match about $109,044 at 4% or $72,696 at 6%.
201018$2,282,231$83,432$10,429iApproximate average salary by contribution assumption: employee only about $260,725 at 4% or $173,817 at 6%; with 50% employer match about $173,817 at 4% or $115,878 at 6%; with 100% employer match about $130,363 at 4% or $86,908 at 6%.
Neal B. Strom & Associates Ltd. Cross-Tested Profit Sharing Plan-8$2,282,231$83,432$10,429iApproximate average salary by contribution assumption: employee only about $260,725 at 4% or $173,817 at 6%; with 50% employer match about $173,817 at 4% or $115,878 at 6%; with 100% employer match about $130,363 at 4% or $86,908 at 6%.