Sandman, Levy & Petrich
Plan context: Sandman Levy & Petrich Profit Sharing Plan
EIN 36-6121861 • Chicago, IL • 58 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,336,987
2024 Contributions
$192,278
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 | 1 | 12 | $3,336,987 | $192,278 | $16,023iApproximate average salary by contribution assumption: employee only about $400,579 at 4% or $267,053 at 6%; with 50% employer match about $267,053 at 4% or $178,035 at 6%; with 100% employer match about $200,290 at 4% or $133,526 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 12 | $3,336,987 | $192,278 | $16,023iApproximate average salary by contribution assumption: employee only about $400,579 at 4% or $267,053 at 6%; with 50% employer match about $267,053 at 4% or $178,035 at 6%; with 100% employer match about $200,290 at 4% or $133,526 at 6%. |
| 2023 | 1 | 12 | $3,108,891 | $161,236 | $13,436iApproximate average salary by contribution assumption: employee only about $335,908 at 4% or $223,939 at 6%; with 50% employer match about $223,939 at 4% or $149,293 at 6%; with 100% employer match about $167,954 at 4% or $111,969 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 12 | $3,108,891 | $161,236 | $13,436iApproximate average salary by contribution assumption: employee only about $335,908 at 4% or $223,939 at 6%; with 50% employer match about $223,939 at 4% or $149,293 at 6%; with 100% employer match about $167,954 at 4% or $111,969 at 6%. |
| 2022 | 1 | 12 | $2,808,511 | $1,354,654 | $112,888iApproximate average salary by contribution assumption: employee only about $2,822,196 at 4% or $1,881,464 at 6%; with 50% employer match about $1,881,464 at 4% or $1,254,309 at 6%; with 100% employer match about $1,411,098 at 4% or $940,732 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 12 | $2,808,511 | $1,354,654 | $112,888iApproximate average salary by contribution assumption: employee only about $2,822,196 at 4% or $1,881,464 at 6%; with 50% employer match about $1,881,464 at 4% or $1,254,309 at 6%; with 100% employer match about $1,411,098 at 4% or $940,732 at 6%. |
| 2021 | 2 | 16 | $3,037,701 | $100,071 | $6,254iApproximate average salary by contribution assumption: employee only about $156,361 at 4% or $104,241 at 6%; with 50% employer match about $104,241 at 4% or $69,494 at 6%; with 100% employer match about $78,180 at 4% or $52,120 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 16 | $1,811,594 | $56,815 | $3,551iApproximate average salary by contribution assumption: employee only about $88,773 at 4% or $59,182 at 6%; with 50% employer match about $59,182 at 4% or $39,455 at 6%; with 100% employer match about $44,387 at 4% or $29,591 at 6%. |
| SANDMAN, LEVY AND PETRICH CASH BALANCE PLAN | - | 12 | $1,226,107 | $43,256 | $3,605iApproximate average salary by contribution assumption: employee only about $90,117 at 4% or $60,078 at 6%; with 50% employer match about $60,078 at 4% or $40,052 at 6%; with 100% employer match about $45,058 at 4% or $30,039 at 6%. |
| 2020 | 2 | 14 | $2,757,348 | $383,946 | $27,425iApproximate average salary by contribution assumption: employee only about $685,618 at 4% or $457,079 at 6%; with 50% employer match about $457,079 at 4% or $304,719 at 6%; with 100% employer match about $342,809 at 4% or $228,539 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 14 | $1,577,866 | $58,946 | $4,210iApproximate average salary by contribution assumption: employee only about $105,261 at 4% or $70,174 at 6%; with 50% employer match about $70,174 at 4% or $46,783 at 6%; with 100% employer match about $52,630 at 4% or $35,087 at 6%. |
| SANDMAN, LEVY AND PETRICH CASH BALANCE PLAN | - | 12 | $1,179,482 | $325,000 | $27,083iApproximate average salary by contribution assumption: employee only about $677,083 at 4% or $451,389 at 6%; with 50% employer match about $451,389 at 4% or $300,926 at 6%; with 100% employer match about $338,542 at 4% or $225,694 at 6%. |
| 2019 | 3 | 14 | $2,186,160 | $550,729 | $39,338iApproximate average salary by contribution assumption: employee only about $983,445 at 4% or $655,630 at 6%; with 50% employer match about $655,630 at 4% or $437,087 at 6%; with 100% employer match about $491,722 at 4% or $327,815 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 14 | $1,342,449 | $100,729 | $7,195iApproximate average salary by contribution assumption: employee only about $179,873 at 4% or $119,915 at 6%; with 50% employer match about $119,915 at 4% or $79,944 at 6%; with 100% employer match about $89,937 at 4% or $59,958 at 6%. |
| SANDMAN, LEVY AND PETRICH CASH BALANCE PLAN | - | 10 | $843,711 | $450,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Sanoman, Levy, & Petrich Money Purchase Pension Plan | - | 0 | $0 | $0 | - |
| 2018 | 4 | 14 | $1,500,606 | $477,204 | $34,086iApproximate average salary by contribution assumption: employee only about $852,150 at 4% or $568,100 at 6%; with 50% employer match about $568,100 at 4% or $378,733 at 6%; with 100% employer match about $426,075 at 4% or $284,050 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 14 | $1,076,458 | $98,870 | $7,062iApproximate average salary by contribution assumption: employee only about $176,554 at 4% or $117,702 at 6%; with 50% employer match about $117,702 at 4% or $78,468 at 6%; with 100% employer match about $88,277 at 4% or $58,851 at 6%. |
| SANDMAN, LEVY AND PETRICH CASH BALANCE PLAN | - | 11 | $378,334 | $378,334 | $34,394iApproximate average salary by contribution assumption: employee only about $859,850 at 4% or $573,233 at 6%; with 50% employer match about $573,233 at 4% or $382,156 at 6%; with 100% employer match about $429,925 at 4% or $286,617 at 6%. |
| Sanoman, Levy, & Petrich Money Purchase Pension Plan | - | 6 | $45,814 | $0 | - |
| SANDMAN, LEVY AND PETRICH CASH BALANCE PENSION PLAN & TRUST | - | 0 | $0 | $0 | - |
| 2017 | 3 | 9 | $1,596,303 | $156,707 | $17,412iApproximate average salary by contribution assumption: employee only about $435,297 at 4% or $290,198 at 6%; with 50% employer match about $290,198 at 4% or $193,465 at 6%; with 100% employer match about $217,649 at 4% or $145,099 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 7 | $1,137,181 | $14,455 | $2,065iApproximate average salary by contribution assumption: employee only about $51,625 at 4% or $34,417 at 6%; with 50% employer match about $34,417 at 4% or $22,944 at 6%; with 100% employer match about $25,813 at 4% or $17,208 at 6%. |
| SANDMAN, LEVY AND PETRICH CASH BALANCE PENSION PLAN & TRUST | - | 9 | $403,259 | $125,931 | $13,992iApproximate average salary by contribution assumption: employee only about $349,808 at 4% or $233,206 at 6%; with 50% employer match about $233,206 at 4% or $155,470 at 6%; with 100% employer match about $174,904 at 4% or $116,603 at 6%. |
| Sanoman, Levy, & Petrich Money Purchase Pension Plan | - | 7 | $55,863 | $16,321 | $2,332iApproximate average salary by contribution assumption: employee only about $58,289 at 4% or $38,860 at 6%; with 50% employer match about $38,860 at 4% or $25,906 at 6%; with 100% employer match about $29,145 at 4% or $19,430 at 6%. |
| 2016 | 3 | 11 | $1,338,423 | $187,366 | $17,033iApproximate average salary by contribution assumption: employee only about $425,832 at 4% or $283,888 at 6%; with 50% employer match about $283,888 at 4% or $189,259 at 6%; with 100% employer match about $212,916 at 4% or $141,944 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 8 | $1,043,368 | $40,832 | $5,104iApproximate average salary by contribution assumption: employee only about $127,600 at 4% or $85,067 at 6%; with 50% employer match about $85,067 at 4% or $56,711 at 6%; with 100% employer match about $63,800 at 4% or $42,533 at 6%. |
| SANDMAN, LEVY AND PETRICH CASH BALANCE PENSION PLAN & TRUST | - | 11 | $251,597 | $125,730 | $11,430iApproximate average salary by contribution assumption: employee only about $285,750 at 4% or $190,500 at 6%; with 50% employer match about $190,500 at 4% or $127,000 at 6%; with 100% employer match about $142,875 at 4% or $95,250 at 6%. |
| Sanoman, Levy, & Petrich Money Purchase Pension Plan | - | 9 | $43,458 | $20,804 | $2,312iApproximate average salary by contribution assumption: employee only about $57,789 at 4% or $38,526 at 6%; with 50% employer match about $38,526 at 4% or $25,684 at 6%; with 100% employer match about $28,894 at 4% or $19,263 at 6%. |
| 2015 | 3 | 11 | $1,519,194 | $200,019 | $18,184iApproximate average salary by contribution assumption: employee only about $454,589 at 4% or $303,059 at 6%; with 50% employer match about $303,059 at 4% or $202,039 at 6%; with 100% employer match about $227,294 at 4% or $151,530 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 11 | $1,368,993 | $49,818 | $4,529iApproximate average salary by contribution assumption: employee only about $113,223 at 4% or $75,482 at 6%; with 50% employer match about $75,482 at 4% or $50,321 at 6%; with 100% employer match about $56,611 at 4% or $37,741 at 6%. |
| SANDMAN, LEVY AND PETRICH CASH BALANCE PENSION PLAN & TRUST | - | 9 | $125,670 | $125,670 | $13,963iApproximate average salary by contribution assumption: employee only about $349,083 at 4% or $232,722 at 6%; with 50% employer match about $232,722 at 4% or $155,148 at 6%; with 100% employer match about $174,542 at 4% or $116,361 at 6%. |
| Sanoman, Levy, & Petrich Money Purchase Pension Plan | - | 11 | $24,531 | $24,531 | $2,230iApproximate average salary by contribution assumption: employee only about $55,752 at 4% or $37,168 at 6%; with 50% employer match about $37,168 at 4% or $24,779 at 6%; with 100% employer match about $27,876 at 4% or $18,584 at 6%. |
| 2014 | 1 | 13 | $2,345,434 | $49,999 | $3,846iApproximate average salary by contribution assumption: employee only about $96,152 at 4% or $64,101 at 6%; with 50% employer match about $64,101 at 4% or $42,734 at 6%; with 100% employer match about $48,076 at 4% or $32,051 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 13 | $2,345,434 | $49,999 | $3,846iApproximate average salary by contribution assumption: employee only about $96,152 at 4% or $64,101 at 6%; with 50% employer match about $64,101 at 4% or $42,734 at 6%; with 100% employer match about $48,076 at 4% or $32,051 at 6%. |
| 2013 | 2 | 13 | $2,193,473 | $793,461 | $61,035iApproximate average salary by contribution assumption: employee only about $1,525,887 at 4% or $1,017,258 at 6%; with 50% employer match about $1,017,258 at 4% or $678,172 at 6%; with 100% employer match about $762,943 at 4% or $508,629 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 13 | $2,193,473 | $793,461 | $61,035iApproximate average salary by contribution assumption: employee only about $1,525,887 at 4% or $1,017,258 at 6%; with 50% employer match about $1,017,258 at 4% or $678,172 at 6%; with 100% employer match about $762,943 at 4% or $508,629 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 0 | $0 | $0 | - |
| 2012 | 2 | 15 | $3,639,946 | $539,309 | $35,954iApproximate average salary by contribution assumption: employee only about $898,848 at 4% or $599,232 at 6%; with 50% employer match about $599,232 at 4% or $399,488 at 6%; with 100% employer match about $449,424 at 4% or $299,616 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 15 | $2,522,266 | $502,024 | $33,468iApproximate average salary by contribution assumption: employee only about $836,707 at 4% or $557,804 at 6%; with 50% employer match about $557,804 at 4% or $371,870 at 6%; with 100% employer match about $418,353 at 4% or $278,902 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 14 | $1,117,680 | $37,285 | $2,663iApproximate average salary by contribution assumption: employee only about $66,580 at 4% or $44,387 at 6%; with 50% employer match about $44,387 at 4% or $29,591 at 6%; with 100% employer match about $33,290 at 4% or $22,193 at 6%. |
| 2011 | 2 | 15 | $2,868,653 | $139,172 | $9,278iApproximate average salary by contribution assumption: employee only about $231,953 at 4% or $154,636 at 6%; with 50% employer match about $154,636 at 4% or $103,090 at 6%; with 100% employer match about $115,977 at 4% or $77,318 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 15 | $1,878,774 | $133,855 | $8,924iApproximate average salary by contribution assumption: employee only about $223,092 at 4% or $148,728 at 6%; with 50% employer match about $148,728 at 4% or $99,152 at 6%; with 100% employer match about $111,546 at 4% or $74,364 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 14 | $989,879 | $5,317 | $380iApproximate average salary by contribution assumption: employee only about $9,495 at 4% or $6,330 at 6%; with 50% employer match about $6,330 at 4% or $4,220 at 6%; with 100% employer match about $4,747 at 4% or $3,165 at 6%. |
| 2010 | 2 | 9 | $2,903,187 | $183,000 | $20,333iApproximate average salary by contribution assumption: employee only about $508,333 at 4% or $338,889 at 6%; with 50% employer match about $338,889 at 4% or $225,926 at 6%; with 100% employer match about $254,167 at 4% or $169,444 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 0 | $1,879,861 | $183,000 | - |
| Sandman Levy & Petrich Profit Sharing Plan | - | 9 | $1,023,326 | $0 | - |
| 2009 | 2 | 9 | $2,562,756 | $128,000 | $14,222iApproximate average salary by contribution assumption: employee only about $355,556 at 4% or $237,037 at 6%; with 50% employer match about $237,037 at 4% or $158,025 at 6%; with 100% employer match about $177,778 at 4% or $118,519 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 0 | $1,619,435 | $128,000 | - |
| Sandman Levy & Petrich Profit Sharing Plan | - | 9 | $943,321 | $0 | - |
| 2008 | 2 | 14 | $2,076,421 | $150,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 14 | $1,306,110 | $150,000 | $10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 14 | $770,311 | - | - |
| 2007 | 2 | 11 | $0 | $0 | - |
| Sandman Levy & Petrich Profit Sharing Plan | - | 11 | - | - | - |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 11 | - | - | - |
| 2006 | 2 | 20 | $2,960,374 | $91,333 | $4,567iApproximate average salary by contribution assumption: employee only about $114,166 at 4% or $76,111 at 6%; with 50% employer match about $76,111 at 4% or $50,741 at 6%; with 100% employer match about $57,083 at 4% or $38,055 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 15 | $1,746,556 | $91,333 | $6,089iApproximate average salary by contribution assumption: employee only about $152,222 at 4% or $101,481 at 6%; with 50% employer match about $101,481 at 4% or $67,654 at 6%; with 100% employer match about $76,111 at 4% or $50,741 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 20 | $1,213,818 | - | - |
| 2005 | 2 | 22 | $2,526,440 | $87,592 | $3,981iApproximate average salary by contribution assumption: employee only about $99,536 at 4% or $66,358 at 6%; with 50% employer match about $66,358 at 4% or $44,238 at 6%; with 100% employer match about $49,768 at 4% or $33,179 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 19 | $1,456,480 | $87,592 | $4,610iApproximate average salary by contribution assumption: employee only about $115,253 at 4% or $76,835 at 6%; with 50% employer match about $76,835 at 4% or $51,223 at 6%; with 100% employer match about $57,626 at 4% or $38,418 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 22 | $1,069,960 | - | - |
| 2004 | 2 | 17 | $2,265,538 | $109,333 | $6,431iApproximate average salary by contribution assumption: employee only about $160,784 at 4% or $107,189 at 6%; with 50% employer match about $107,189 at 4% or $71,459 at 6%; with 100% employer match about $80,392 at 4% or $53,595 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 17 | $1,281,891 | $109,333 | $6,431iApproximate average salary by contribution assumption: employee only about $160,784 at 4% or $107,189 at 6%; with 50% employer match about $107,189 at 4% or $71,459 at 6%; with 100% employer match about $80,392 at 4% or $53,595 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 17 | $983,647 | - | - |
| 2003 | 2 | 18 | $2,085,548 | $90,839 | $5,047iApproximate average salary by contribution assumption: employee only about $126,165 at 4% or $84,110 at 6%; with 50% employer match about $84,110 at 4% or $56,073 at 6%; with 100% employer match about $63,083 at 4% or $42,055 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 17 | $1,088,830 | $90,839 | $5,343iApproximate average salary by contribution assumption: employee only about $133,587 at 4% or $89,058 at 6%; with 50% employer match about $89,058 at 4% or $59,372 at 6%; with 100% employer match about $66,793 at 4% or $44,529 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 18 | $996,718 | - | - |
| 2002 | 3 | 19 | $827,239 | $157,453 | $8,287iApproximate average salary by contribution assumption: employee only about $207,175 at 4% or $138,117 at 6%; with 50% employer match about $138,117 at 4% or $92,078 at 6%; with 100% employer match about $103,588 at 4% or $69,058 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 19 | $827,239 | $63,833 | $3,360iApproximate average salary by contribution assumption: employee only about $83,991 at 4% or $55,994 at 6%; with 50% employer match about $55,994 at 4% or $37,329 at 6%; with 100% employer match about $41,995 at 4% or $27,997 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 19 | - | - | - |
| Sanoman, Levy, & Petrich Money Purchase Pension Plan | - | 0 | - | $93,620 | - |
| 2001 | 3 | 16 | $0 | $0 | - |
| Sandman Levy & Petrich Profit Sharing Plan | - | 16 | - | - | - |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 16 | - | - | - |
| Sanoman, Levy, & Petrich Money Purchase Pension Plan | - | 16 | - | - | - |
| 2000 | 2 | 18 | $1,621,261 | $112,352 | $6,242iApproximate average salary by contribution assumption: employee only about $156,044 at 4% or $104,030 at 6%; with 50% employer match about $104,030 at 4% or $69,353 at 6%; with 100% employer match about $78,022 at 4% or $52,015 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 18 | $1,098,670 | - | - |
| Sanoman, Levy, & Petrich Money Purchase Pension Plan | - | 18 | $522,591 | $112,352 | $6,242iApproximate average salary by contribution assumption: employee only about $156,044 at 4% or $104,030 at 6%; with 50% employer match about $104,030 at 4% or $69,353 at 6%; with 100% employer match about $78,022 at 4% or $52,015 at 6%. |
| 1999 | 4 | 18 | $3,017,007 | $102,330 | $5,685iApproximate average salary by contribution assumption: employee only about $142,125 at 4% or $94,750 at 6%; with 50% employer match about $94,750 at 4% or $63,167 at 6%; with 100% employer match about $71,063 at 4% or $47,375 at 6%. |
| Sandman, Levy & Petrich Defined Benefit Pension Plan | - | 15 | $1,148,315 | - | - |
| Sandman Levy & Petrich Profit Sharing Plan | - | 15 | $743,083 | $28,030 | $1,869iApproximate average salary by contribution assumption: employee only about $46,717 at 4% or $31,144 at 6%; with 50% employer match about $31,144 at 4% or $20,763 at 6%; with 100% employer match about $23,358 at 4% or $15,572 at 6%. |
| Sandman Levy & Petrich Profit Sharing Plan | - | 18 | $617,268 | - | - |
| Sanoman, Levy, & Petrich Money Purchase Pension Plan | - | 15 | $508,341 | $74,300 | $4,953iApproximate average salary by contribution assumption: employee only about $123,833 at 4% or $82,556 at 6%; with 50% employer match about $82,556 at 4% or $55,037 at 6%; with 100% employer match about $61,917 at 4% or $41,278 at 6%. |