John P Pearl & Associates Ltd.
Plan context: The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust
EIN 37-0817309 • Peoria Heights, IL • 45 filings • 6 plans
Current Snapshot
Latest Year
2021
2021 Participants
371
2021 Assets
$39,022,639
2021 Contributions
$2,821,624
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 |
|---|---|---|---|---|---|
| 2021 | 2 | 371 | $39,022,639 | $2,821,624 | $7,605iApproximate average salary by contribution assumption: employee only about $190,136 at 4% or $126,758 at 6%; with 50% employer match about $126,758 at 4% or $84,505 at 6%; with 100% employer match about $95,068 at 4% or $63,379 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 371 | $39,022,639 | $2,821,624 | $7,605iApproximate average salary by contribution assumption: employee only about $190,136 at 4% or $126,758 at 6%; with 50% employer match about $126,758 at 4% or $84,505 at 6%; with 100% employer match about $95,068 at 4% or $63,379 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 0 | - | - | - |
| 2020 | 2 | 364 | $35,079,686 | $2,505,718 | $6,884iApproximate average salary by contribution assumption: employee only about $172,096 at 4% or $114,731 at 6%; with 50% employer match about $114,731 at 4% or $76,487 at 6%; with 100% employer match about $86,048 at 4% or $57,365 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 364 | $35,079,686 | $2,505,718 | $6,884iApproximate average salary by contribution assumption: employee only about $172,096 at 4% or $114,731 at 6%; with 50% employer match about $114,731 at 4% or $76,487 at 6%; with 100% employer match about $86,048 at 4% or $57,365 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 242 | - | - | - |
| 2019 | 2 | 399 | $29,255,104 | $2,426,511 | $6,081iApproximate average salary by contribution assumption: employee only about $152,037 at 4% or $101,358 at 6%; with 50% employer match about $101,358 at 4% or $67,572 at 6%; with 100% employer match about $76,019 at 4% or $50,679 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 357 | $29,255,104 | $2,426,511 | $6,797iApproximate average salary by contribution assumption: employee only about $169,924 at 4% or $113,282 at 6%; with 50% employer match about $113,282 at 4% or $75,522 at 6%; with 100% employer match about $84,962 at 4% or $56,641 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 399 | - | - | - |
| 2018 | 2 | 402 | $23,461,286 | $3,166,426 | $7,877iApproximate average salary by contribution assumption: employee only about $196,917 at 4% or $131,278 at 6%; with 50% employer match about $131,278 at 4% or $87,519 at 6%; with 100% employer match about $98,459 at 4% or $65,639 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 368 | $23,461,286 | $3,166,426 | $8,604iApproximate average salary by contribution assumption: employee only about $215,110 at 4% or $143,407 at 6%; with 50% employer match about $143,407 at 4% or $95,605 at 6%; with 100% employer match about $107,555 at 4% or $71,703 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 402 | - | - | - |
| 2017 | 2 | 376 | $23,778,490 | $2,806,465 | $7,464iApproximate average salary by contribution assumption: employee only about $186,600 at 4% or $124,400 at 6%; with 50% employer match about $124,400 at 4% or $82,933 at 6%; with 100% employer match about $93,300 at 4% or $62,200 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 376 | $23,778,490 | $2,806,465 | $7,464iApproximate average salary by contribution assumption: employee only about $186,600 at 4% or $124,400 at 6%; with 50% employer match about $124,400 at 4% or $82,933 at 6%; with 100% employer match about $93,300 at 4% or $62,200 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 236 | - | - | - |
| 2016 | 2 | 372 | $18,900,014 | $2,265,023 | $6,089iApproximate average salary by contribution assumption: employee only about $152,219 at 4% or $101,480 at 6%; with 50% employer match about $101,480 at 4% or $67,653 at 6%; with 100% employer match about $76,110 at 4% or $50,740 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 372 | $18,900,014 | $2,265,023 | $6,089iApproximate average salary by contribution assumption: employee only about $152,219 at 4% or $101,480 at 6%; with 50% employer match about $101,480 at 4% or $67,653 at 6%; with 100% employer match about $76,110 at 4% or $50,740 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 281 | - | - | - |
| 2015 | 2 | 348 | $16,457,419 | $2,193,717 | $6,304iApproximate average salary by contribution assumption: employee only about $157,595 at 4% or $105,063 at 6%; with 50% employer match about $105,063 at 4% or $70,042 at 6%; with 100% employer match about $78,797 at 4% or $52,532 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 348 | $16,457,419 | $2,193,717 | $6,304iApproximate average salary by contribution assumption: employee only about $157,595 at 4% or $105,063 at 6%; with 50% employer match about $105,063 at 4% or $70,042 at 6%; with 100% employer match about $78,797 at 4% or $52,532 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 251 | - | - | - |
| 2014 | 2 | 326 | $16,222,129 | $2,310,092 | $7,086iApproximate average salary by contribution assumption: employee only about $177,154 at 4% or $118,103 at 6%; with 50% employer match about $118,103 at 4% or $78,735 at 6%; with 100% employer match about $88,577 at 4% or $59,051 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 326 | $16,222,129 | $2,310,092 | $7,086iApproximate average salary by contribution assumption: employee only about $177,154 at 4% or $118,103 at 6%; with 50% employer match about $118,103 at 4% or $78,735 at 6%; with 100% employer match about $88,577 at 4% or $59,051 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 239 | - | - | - |
| 2013 | 2 | 304 | $14,348,115 | $1,553,574 | $5,110iApproximate average salary by contribution assumption: employee only about $127,761 at 4% or $85,174 at 6%; with 50% employer match about $85,174 at 4% or $56,783 at 6%; with 100% employer match about $63,881 at 4% or $42,587 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 304 | $14,348,115 | $1,553,574 | $5,110iApproximate average salary by contribution assumption: employee only about $127,761 at 4% or $85,174 at 6%; with 50% employer match about $85,174 at 4% or $56,783 at 6%; with 100% employer match about $63,881 at 4% or $42,587 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 190 | - | - | - |
| 2012 | 2 | 301 | $12,511,762 | $1,488,592 | $4,945iApproximate average salary by contribution assumption: employee only about $123,637 at 4% or $82,425 at 6%; with 50% employer match about $82,425 at 4% or $54,950 at 6%; with 100% employer match about $61,819 at 4% or $41,212 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 301 | $12,511,762 | $1,488,592 | $4,945iApproximate average salary by contribution assumption: employee only about $123,637 at 4% or $82,425 at 6%; with 50% employer match about $82,425 at 4% or $54,950 at 6%; with 100% employer match about $61,819 at 4% or $41,212 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 180 | - | - | - |
| 2011 | 2 | 285 | $11,126,934 | $1,756,370 | $6,163iApproximate average salary by contribution assumption: employee only about $154,068 at 4% or $102,712 at 6%; with 50% employer match about $102,712 at 4% or $68,474 at 6%; with 100% employer match about $77,034 at 4% or $51,356 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 285 | $11,126,934 | $1,756,370 | $6,163iApproximate average salary by contribution assumption: employee only about $154,068 at 4% or $102,712 at 6%; with 50% employer match about $102,712 at 4% or $68,474 at 6%; with 100% employer match about $77,034 at 4% or $51,356 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 177 | - | - | - |
| 2010 | 2 | 304 | $10,261,546 | $1,352,654 | $4,450iApproximate average salary by contribution assumption: employee only about $111,238 at 4% or $74,159 at 6%; with 50% employer match about $74,159 at 4% or $49,439 at 6%; with 100% employer match about $55,619 at 4% or $37,079 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 304 | $10,261,546 | $1,352,654 | $4,450iApproximate average salary by contribution assumption: employee only about $111,238 at 4% or $74,159 at 6%; with 50% employer match about $74,159 at 4% or $49,439 at 6%; with 100% employer match about $55,619 at 4% or $37,079 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 166 | - | - | - |
| 2009 | 2 | 288 | $8,507,805 | $1,371,585 | $4,762iApproximate average salary by contribution assumption: employee only about $119,061 at 4% or $79,374 at 6%; with 50% employer match about $79,374 at 4% or $52,916 at 6%; with 100% employer match about $59,531 at 4% or $39,687 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 288 | $8,507,805 | $1,371,585 | $4,762iApproximate average salary by contribution assumption: employee only about $119,061 at 4% or $79,374 at 6%; with 50% employer match about $79,374 at 4% or $52,916 at 6%; with 100% employer match about $59,531 at 4% or $39,687 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 156 | - | - | - |
| 2008 | 2 | 274 | $5,466,733 | $1,362,881 | $4,974iApproximate average salary by contribution assumption: employee only about $124,350 at 4% or $82,900 at 6%; with 50% employer match about $82,900 at 4% or $55,267 at 6%; with 100% employer match about $62,175 at 4% or $41,450 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 274 | $5,466,733 | $1,362,881 | $4,974iApproximate average salary by contribution assumption: employee only about $124,350 at 4% or $82,900 at 6%; with 50% employer match about $82,900 at 4% or $55,267 at 6%; with 100% employer match about $62,175 at 4% or $41,450 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 151 | - | - | - |
| 2007 | 2 | 246 | $6,827,888 | $1,069,486 | $4,348iApproximate average salary by contribution assumption: employee only about $108,688 at 4% or $72,458 at 6%; with 50% employer match about $72,458 at 4% or $48,306 at 6%; with 100% employer match about $54,344 at 4% or $36,229 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 246 | $6,827,888 | $1,069,486 | $4,348iApproximate average salary by contribution assumption: employee only about $108,688 at 4% or $72,458 at 6%; with 50% employer match about $72,458 at 4% or $48,306 at 6%; with 100% employer match about $54,344 at 4% or $36,229 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 145 | - | - | - |
| 2006 | 2 | 225 | $6,000,720 | $1,121,458 | $4,984iApproximate average salary by contribution assumption: employee only about $124,606 at 4% or $83,071 at 6%; with 50% employer match about $83,071 at 4% or $55,381 at 6%; with 100% employer match about $62,303 at 4% or $41,535 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 225 | $6,000,720 | $1,121,458 | $4,984iApproximate average salary by contribution assumption: employee only about $124,606 at 4% or $83,071 at 6%; with 50% employer match about $83,071 at 4% or $55,381 at 6%; with 100% employer match about $62,303 at 4% or $41,535 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 108 | - | - | - |
| 2005 | 2 | 213 | $4,794,779 | $1,127,795 | $5,295iApproximate average salary by contribution assumption: employee only about $132,370 at 4% or $88,247 at 6%; with 50% employer match about $88,247 at 4% or $58,831 at 6%; with 100% employer match about $66,185 at 4% or $44,123 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 213 | $4,794,779 | $1,127,795 | $5,295iApproximate average salary by contribution assumption: employee only about $132,370 at 4% or $88,247 at 6%; with 50% employer match about $88,247 at 4% or $58,831 at 6%; with 100% employer match about $66,185 at 4% or $44,123 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 104 | - | - | - |
| 2004 | 1 | 104 | $0 | $0 | - |
| John P Pearl & Associates Ltd. Plan | - | 104 | - | - | - |
| 2003 | 2 | 130 | $3,422,384 | $322,274 | $2,479iApproximate average salary by contribution assumption: employee only about $61,976 at 4% or $41,317 at 6%; with 50% employer match about $41,317 at 4% or $27,545 at 6%; with 100% employer match about $30,988 at 4% or $20,659 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 106 | $3,422,384 | $322,274 | $3,040iApproximate average salary by contribution assumption: employee only about $76,008 at 4% or $50,672 at 6%; with 50% employer match about $50,672 at 4% or $33,781 at 6%; with 100% employer match about $38,004 at 4% or $25,336 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 130 | - | - | - |
| 2002 | 2 | 162 | $2,994,045 | $525,176 | $3,242iApproximate average salary by contribution assumption: employee only about $81,046 at 4% or $54,030 at 6%; with 50% employer match about $54,030 at 4% or $36,020 at 6%; with 100% employer match about $40,523 at 4% or $27,015 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 162 | $2,994,045 | $525,176 | $3,242iApproximate average salary by contribution assumption: employee only about $81,046 at 4% or $54,030 at 6%; with 50% employer match about $54,030 at 4% or $36,020 at 6%; with 100% employer match about $40,523 at 4% or $27,015 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 132 | - | - | - |
| 2001 | 2 | 165 | $2,920,225 | $333,713 | $2,023iApproximate average salary by contribution assumption: employee only about $50,563 at 4% or $33,708 at 6%; with 50% employer match about $33,708 at 4% or $22,472 at 6%; with 100% employer match about $25,281 at 4% or $16,854 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 133 | $2,920,225 | $333,713 | $2,509iApproximate average salary by contribution assumption: employee only about $62,728 at 4% or $41,819 at 6%; with 50% employer match about $41,819 at 4% or $27,879 at 6%; with 100% employer match about $31,364 at 4% or $20,909 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 165 | - | - | - |
| 2000 | 2 | 136 | $2,863,379 | $292,697 | $2,152iApproximate average salary by contribution assumption: employee only about $53,805 at 4% or $35,870 at 6%; with 50% employer match about $35,870 at 4% or $23,913 at 6%; with 100% employer match about $26,902 at 4% or $17,935 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 134 | $2,863,379 | $292,697 | $2,184iApproximate average salary by contribution assumption: employee only about $54,608 at 4% or $36,405 at 6%; with 50% employer match about $36,405 at 4% or $24,270 at 6%; with 100% employer match about $27,304 at 4% or $18,203 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 136 | - | - | - |
| 1999 | 2 | 127 | $3,269,015 | $320,475 | $2,523iApproximate average salary by contribution assumption: employee only about $63,086 at 4% or $42,057 at 6%; with 50% employer match about $42,057 at 4% or $28,038 at 6%; with 100% employer match about $31,543 at 4% or $21,029 at 6%. |
| The John P. Pearl & Associates Ltd. Retirement and Savings Plan and Trust | - | 127 | $3,269,015 | $320,475 | $2,523iApproximate average salary by contribution assumption: employee only about $63,086 at 4% or $42,057 at 6%; with 50% employer match about $42,057 at 4% or $28,038 at 6%; with 100% employer match about $31,543 at 4% or $21,029 at 6%. |
| John P Pearl & Associates Ltd. Plan | - | 112 | - | - | - |