S. Wolf & Associates Inc.
Plan context: S. WOLF & ASSOCIATES, INC. 401(K) PLAN
EIN 46-3602565 • Chicago, IL • 19 filings • 2 plans
Current Snapshot
Latest Year
2023
2023 Participants
7
2023 Assets
$209,021
2023 Contributions
$28,352
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 7 | $209,021 | $28,352 | $4,050iApproximate average salary by contribution assumption: employee only about $101,257 at 4% or $67,505 at 6%; with 50% employer match about $67,505 at 4% or $45,003 at 6%; with 100% employer match about $50,629 at 4% or $33,752 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 7 | $209,021 | $28,352 | $4,050iApproximate average salary by contribution assumption: employee only about $101,257 at 4% or $67,505 at 6%; with 50% employer match about $67,505 at 4% or $45,003 at 6%; with 100% employer match about $50,629 at 4% or $33,752 at 6%. |
| 2022 | 2 | 7 | $188,014 | $13,740 | $1,963iApproximate average salary by contribution assumption: employee only about $49,071 at 4% or $32,714 at 6%; with 50% employer match about $32,714 at 4% or $21,810 at 6%; with 100% employer match about $24,536 at 4% or $16,357 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 7 | $188,014 | $13,740 | $1,963iApproximate average salary by contribution assumption: employee only about $49,071 at 4% or $32,714 at 6%; with 50% employer match about $32,714 at 4% or $21,810 at 6%; with 100% employer match about $24,536 at 4% or $16,357 at 6%. |
| S. Wolf & Associates Inc. Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2021 | 2 | 7 | $387,545 | $12,573 | $1,796iApproximate average salary by contribution assumption: employee only about $44,904 at 4% or $29,936 at 6%; with 50% employer match about $29,936 at 4% or $19,957 at 6%; with 100% employer match about $22,452 at 4% or $14,968 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 7 | $233,796 | $12,573 | $1,796iApproximate average salary by contribution assumption: employee only about $44,904 at 4% or $29,936 at 6%; with 50% employer match about $29,936 at 4% or $19,957 at 6%; with 100% employer match about $22,452 at 4% or $14,968 at 6%. |
| S. Wolf & Associates Inc. Defined Benefit Plan | - | 6 | $153,749 | $0 | - |
| 2020 | 2 | 7 | $336,435 | $62,444 | $8,921iApproximate average salary by contribution assumption: employee only about $223,014 at 4% or $148,676 at 6%; with 50% employer match about $148,676 at 4% or $99,117 at 6%; with 100% employer match about $111,507 at 4% or $74,338 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 7 | $198,725 | $62,444 | $8,921iApproximate average salary by contribution assumption: employee only about $223,014 at 4% or $148,676 at 6%; with 50% employer match about $148,676 at 4% or $99,117 at 6%; with 100% employer match about $111,507 at 4% or $74,338 at 6%. |
| S. Wolf & Associates Inc. Defined Benefit Plan | - | 6 | $137,710 | $0 | - |
| 2019 | 2 | 7 | $284,643 | $13,649 | $1,950iApproximate average salary by contribution assumption: employee only about $48,746 at 4% or $32,498 at 6%; with 50% employer match about $32,498 at 4% or $21,665 at 6%; with 100% employer match about $24,373 at 4% or $16,249 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 7 | $159,961 | $13,649 | $1,950iApproximate average salary by contribution assumption: employee only about $48,746 at 4% or $32,498 at 6%; with 50% employer match about $32,498 at 4% or $21,665 at 6%; with 100% employer match about $24,373 at 4% or $16,249 at 6%. |
| S. Wolf & Associates Inc. Defined Benefit Plan | - | 6 | $124,682 | $0 | - |
| 2018 | 2 | 8 | $227,410 | $8,811 | $1,101iApproximate average salary by contribution assumption: employee only about $27,534 at 4% or $18,356 at 6%; with 50% employer match about $18,356 at 4% or $12,238 at 6%; with 100% employer match about $13,767 at 4% or $9,178 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 8 | $124,993 | $8,811 | $1,101iApproximate average salary by contribution assumption: employee only about $27,534 at 4% or $18,356 at 6%; with 50% employer match about $18,356 at 4% or $12,238 at 6%; with 100% employer match about $13,767 at 4% or $9,178 at 6%. |
| S. Wolf & Associates Inc. Defined Benefit Plan | - | 6 | $102,417 | $0 | - |
| 2017 | 2 | 8 | $233,596 | $8,011 | $1,001iApproximate average salary by contribution assumption: employee only about $25,034 at 4% or $16,690 at 6%; with 50% employer match about $16,690 at 4% or $11,126 at 6%; with 100% employer match about $12,517 at 4% or $8,345 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 8 | $122,238 | $8,011 | $1,001iApproximate average salary by contribution assumption: employee only about $25,034 at 4% or $16,690 at 6%; with 50% employer match about $16,690 at 4% or $11,126 at 6%; with 100% employer match about $12,517 at 4% or $8,345 at 6%. |
| S. Wolf & Associates Inc. Defined Benefit Plan | - | 6 | $111,358 | $0 | - |
| 2016 | 2 | 7 | $200,162 | $27,385 | $3,912iApproximate average salary by contribution assumption: employee only about $97,804 at 4% or $65,202 at 6%; with 50% employer match about $65,202 at 4% or $43,468 at 6%; with 100% employer match about $48,902 at 4% or $32,601 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 7 | $104,300 | $7,385 | $1,055iApproximate average salary by contribution assumption: employee only about $26,375 at 4% or $17,583 at 6%; with 50% employer match about $17,583 at 4% or $11,722 at 6%; with 100% employer match about $13,188 at 4% or $8,792 at 6%. |
| S. Wolf & Associates Inc. Defined Benefit Plan | - | 5 | $95,862 | $20,000 | $4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%. |
| 2015 | 2 | 7 | $166,237 | $71,804 | $10,258iApproximate average salary by contribution assumption: employee only about $256,443 at 4% or $170,962 at 6%; with 50% employer match about $170,962 at 4% or $113,975 at 6%; with 100% employer match about $128,221 at 4% or $85,481 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 7 | $92,647 | $46,804 | $6,686iApproximate average salary by contribution assumption: employee only about $167,157 at 4% or $111,438 at 6%; with 50% employer match about $111,438 at 4% or $74,292 at 6%; with 100% employer match about $83,579 at 4% or $55,719 at 6%. |
| S. Wolf & Associates Inc. Defined Benefit Plan | - | 4 | $73,590 | $25,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| 2014 | 2 | 5 | $97,550 | $97,177 | $19,435iApproximate average salary by contribution assumption: employee only about $485,885 at 4% or $323,923 at 6%; with 50% employer match about $323,923 at 4% or $215,949 at 6%; with 100% employer match about $242,943 at 4% or $161,962 at 6%. |
| S. Wolf & Associates Inc. Defined Benefit Plan | - | 5 | $50,000 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| S. WOLF & ASSOCIATES, INC. 401(K) PLAN | - | 5 | $47,550 | $47,177 | $9,435iApproximate average salary by contribution assumption: employee only about $235,885 at 4% or $157,257 at 6%; with 50% employer match about $157,257 at 4% or $104,838 at 6%; with 100% employer match about $117,943 at 4% or $78,628 at 6%. |