Civic Intelligence

John C. Kulis Charitable Foundation

Plan context: John C. Kulis Charitable Foundation 401(K) Plan & Trust

EIN 46-3167114 • Winnetka, IL • 20 filings • 2 plans

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695 Hill RoadWinnetka, IL 60093
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$814,161

2024 Contributions

$283,446

Historical Graphs

Total Assets Over Time

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

$1,834,898$917,449$0201420192024YearValue
$814,161Latest year 2024

Participants Over Time

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

320201420192024YearValue
2Latest 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
202412$814,161$283,446$141,723iApproximate average salary by contribution assumption: employee only about $3,543,075 at 4% or $2,362,050 at 6%; with 50% employer match about $2,362,050 at 4% or $1,574,700 at 6%; with 100% employer match about $1,771,538 at 4% or $1,181,025 at 6%.
John C. Kulis Charitable Foundation 401(K) Plan & Trust-2$814,161$283,446$141,723iApproximate average salary by contribution assumption: employee only about $3,543,075 at 4% or $2,362,050 at 6%; with 50% employer match about $2,362,050 at 4% or $1,574,700 at 6%; with 100% employer match about $1,771,538 at 4% or $1,181,025 at 6%.
202322$669,641$100,206$50,103iApproximate average salary by contribution assumption: employee only about $1,252,575 at 4% or $835,050 at 6%; with 50% employer match about $835,050 at 4% or $556,700 at 6%; with 100% employer match about $626,288 at 4% or $417,525 at 6%.
John C. Kulis Charitable Foundation 401(K) Plan & Trust-2$669,641$100,206$50,103iApproximate average salary by contribution assumption: employee only about $1,252,575 at 4% or $835,050 at 6%; with 50% employer match about $835,050 at 4% or $556,700 at 6%; with 100% employer match about $626,288 at 4% or $417,525 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-0$0$0-
202223$1,559,317$262,608$87,536iApproximate average salary by contribution assumption: employee only about $2,188,400 at 4% or $1,458,933 at 6%; with 50% employer match about $1,458,933 at 4% or $972,622 at 6%; with 100% employer match about $1,094,200 at 4% or $729,467 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-2$1,116,043$220,000$110,000iApproximate average salary by contribution assumption: employee only about $2,750,000 at 4% or $1,833,333 at 6%; with 50% employer match about $1,833,333 at 4% or $1,222,222 at 6%; with 100% employer match about $1,375,000 at 4% or $916,667 at 6%.
John C. Kulis Charitable Foundation 401(K) Plan & Trust-3$443,274$42,608$14,203iApproximate average salary by contribution assumption: employee only about $355,067 at 4% or $236,711 at 6%; with 50% employer match about $236,711 at 4% or $157,807 at 6%; with 100% employer match about $177,533 at 4% or $118,356 at 6%.
202123$1,834,898$94,550$31,517iApproximate average salary by contribution assumption: employee only about $787,917 at 4% or $525,278 at 6%; with 50% employer match about $525,278 at 4% or $350,185 at 6%; with 100% employer match about $393,958 at 4% or $262,639 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-2$1,343,381--
John C. Kulis Charitable Foundation 401(K) Plan & Trust-3$491,517$94,550$31,517iApproximate average salary by contribution assumption: employee only about $787,917 at 4% or $525,278 at 6%; with 50% employer match about $525,278 at 4% or $350,185 at 6%; with 100% employer match about $393,958 at 4% or $262,639 at 6%.
202021$1,575,378$63,500$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-1$1,252,483$0-
John C. Kulis Charitable Foundation 401(K) Plan & Trust-1$322,895$63,500$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
201922$1,219,539$182,260$91,130iApproximate average salary by contribution assumption: employee only about $2,278,250 at 4% or $1,518,833 at 6%; with 50% employer match about $1,518,833 at 4% or $1,012,556 at 6%; with 100% employer match about $1,139,125 at 4% or $759,417 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-2$976,766$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
John C. Kulis Charitable Foundation 401(K) Plan & Trust-1$242,773$82,260$82,260iApproximate average salary by contribution assumption: employee only about $2,056,500 at 4% or $1,371,000 at 6%; with 50% employer match about $1,371,000 at 4% or $914,000 at 6%; with 100% employer match about $1,028,250 at 4% or $685,500 at 6%.
201822$1,617,064$324,221$162,111iApproximate average salary by contribution assumption: employee only about $4,052,763 at 4% or $2,701,842 at 6%; with 50% employer match about $2,701,842 at 4% or $1,801,228 at 6%; with 100% employer match about $2,026,381 at 4% or $1,350,921 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-2$1,352,374$260,000$130,000iApproximate average salary by contribution assumption: employee only about $3,250,000 at 4% or $2,166,667 at 6%; with 50% employer match about $2,166,667 at 4% or $1,444,444 at 6%; with 100% employer match about $1,625,000 at 4% or $1,083,333 at 6%.
John C. Kulis Charitable Foundation 401(K) Plan & Trust-2$264,690$64,221$32,111iApproximate average salary by contribution assumption: employee only about $802,763 at 4% or $535,175 at 6%; with 50% employer match about $535,175 at 4% or $356,783 at 6%; with 100% employer match about $401,381 at 4% or $267,588 at 6%.
201722$1,479,624$421,125$210,563iApproximate average salary by contribution assumption: employee only about $5,264,063 at 4% or $3,509,375 at 6%; with 50% employer match about $3,509,375 at 4% or $2,339,583 at 6%; with 100% employer match about $2,632,031 at 4% or $1,754,688 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-2$1,219,068$301,125$150,563iApproximate average salary by contribution assumption: employee only about $3,764,063 at 4% or $2,509,375 at 6%; with 50% employer match about $2,509,375 at 4% or $1,672,917 at 6%; with 100% employer match about $1,882,031 at 4% or $1,254,688 at 6%.
John C. Kulis Charitable Foundation 401(K) Plan & Trust-2$260,556$120,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201622$886,096$424,059$212,030iApproximate average salary by contribution assumption: employee only about $5,300,738 at 4% or $3,533,825 at 6%; with 50% employer match about $3,533,825 at 4% or $2,355,883 at 6%; with 100% employer match about $2,650,369 at 4% or $1,766,913 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-2$754,180$345,477$172,739iApproximate average salary by contribution assumption: employee only about $4,318,463 at 4% or $2,878,975 at 6%; with 50% employer match about $2,878,975 at 4% or $1,919,317 at 6%; with 100% employer match about $2,159,231 at 4% or $1,439,488 at 6%.
John C. Kulis Charitable Foundation 401(K) Plan & Trust-2$131,916$78,582$39,291iApproximate average salary by contribution assumption: employee only about $982,275 at 4% or $654,850 at 6%; with 50% employer match about $654,850 at 4% or $436,567 at 6%; with 100% employer match about $491,138 at 4% or $327,425 at 6%.
201523$399,251$275,455$91,818iApproximate average salary by contribution assumption: employee only about $2,295,458 at 4% or $1,530,306 at 6%; with 50% employer match about $1,530,306 at 4% or $1,020,204 at 6%; with 100% employer match about $1,147,729 at 4% or $765,153 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-2$351,827$227,310$113,655iApproximate average salary by contribution assumption: employee only about $2,841,375 at 4% or $1,894,250 at 6%; with 50% employer match about $1,894,250 at 4% or $1,262,833 at 6%; with 100% employer match about $1,420,688 at 4% or $947,125 at 6%.
John C. Kulis Charitable Foundation 401(K) Plan & Trust-3$47,424$48,145$16,048iApproximate average salary by contribution assumption: employee only about $401,208 at 4% or $267,472 at 6%; with 50% employer match about $267,472 at 4% or $178,315 at 6%; with 100% employer match about $200,604 at 4% or $133,736 at 6%.
201413$130,991$130,991$43,664iApproximate average salary by contribution assumption: employee only about $1,091,592 at 4% or $727,728 at 6%; with 50% employer match about $727,728 at 4% or $485,152 at 6%; with 100% employer match about $545,796 at 4% or $363,864 at 6%.
JOHN C. KULIS CHARITABLE FOUNDATION CASH BALANCE PENSION PLAN-3$130,991$130,991$43,664iApproximate average salary by contribution assumption: employee only about $1,091,592 at 4% or $727,728 at 6%; with 50% employer match about $727,728 at 4% or $485,152 at 6%; with 100% employer match about $545,796 at 4% or $363,864 at 6%.
John C. Kulis Charitable Foundation | EIN 46-3167114 | 2024 Form 5500 Company Profile