David M. Siegel & Associates, LL
Plan context: David M. Siegel & Associates LLC 401(K) Plan
EIN 46-3991641 • Wheeling, IL • 12 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$987,400
2024 Contributions
$59,036
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 | 13 | $987,400 | $59,036 | $4,541iApproximate average salary by contribution assumption: employee only about $113,531 at 4% or $75,687 at 6%; with 50% employer match about $75,687 at 4% or $50,458 at 6%; with 100% employer match about $56,765 at 4% or $37,844 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 13 | $987,400 | $59,036 | $4,541iApproximate average salary by contribution assumption: employee only about $113,531 at 4% or $75,687 at 6%; with 50% employer match about $75,687 at 4% or $50,458 at 6%; with 100% employer match about $56,765 at 4% or $37,844 at 6%. |
| 2023 | 1 | 13 | $785,431 | $37,634 | $2,895iApproximate average salary by contribution assumption: employee only about $72,373 at 4% or $48,249 at 6%; with 50% employer match about $48,249 at 4% or $32,166 at 6%; with 100% employer match about $36,187 at 4% or $24,124 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 13 | $785,431 | $37,634 | $2,895iApproximate average salary by contribution assumption: employee only about $72,373 at 4% or $48,249 at 6%; with 50% employer match about $48,249 at 4% or $32,166 at 6%; with 100% employer match about $36,187 at 4% or $24,124 at 6%. |
| 2022 | 1 | 10 | $652,012 | $54,449 | $5,445iApproximate average salary by contribution assumption: employee only about $136,123 at 4% or $90,748 at 6%; with 50% employer match about $90,748 at 4% or $60,499 at 6%; with 100% employer match about $68,061 at 4% or $45,374 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 10 | $652,012 | $54,449 | $5,445iApproximate average salary by contribution assumption: employee only about $136,123 at 4% or $90,748 at 6%; with 50% employer match about $90,748 at 4% or $60,499 at 6%; with 100% employer match about $68,061 at 4% or $45,374 at 6%. |
| 2021 | 1 | 12 | $914,950 | $56,480 | $4,707iApproximate average salary by contribution assumption: employee only about $117,667 at 4% or $78,444 at 6%; with 50% employer match about $78,444 at 4% or $52,296 at 6%; with 100% employer match about $58,833 at 4% or $39,222 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 12 | $914,950 | $56,480 | $4,707iApproximate average salary by contribution assumption: employee only about $117,667 at 4% or $78,444 at 6%; with 50% employer match about $78,444 at 4% or $52,296 at 6%; with 100% employer match about $58,833 at 4% or $39,222 at 6%. |
| 2020 | 1 | 12 | $767,431 | $62,913 | $5,243iApproximate average salary by contribution assumption: employee only about $131,069 at 4% or $87,379 at 6%; with 50% employer match about $87,379 at 4% or $58,253 at 6%; with 100% employer match about $65,534 at 4% or $43,690 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 12 | $767,431 | $62,913 | $5,243iApproximate average salary by contribution assumption: employee only about $131,069 at 4% or $87,379 at 6%; with 50% employer match about $87,379 at 4% or $58,253 at 6%; with 100% employer match about $65,534 at 4% or $43,690 at 6%. |
| 2019 | 1 | 11 | $593,372 | $49,828 | $4,530iApproximate average salary by contribution assumption: employee only about $113,245 at 4% or $75,497 at 6%; with 50% employer match about $75,497 at 4% or $50,331 at 6%; with 100% employer match about $56,623 at 4% or $37,748 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 11 | $593,372 | $49,828 | $4,530iApproximate average salary by contribution assumption: employee only about $113,245 at 4% or $75,497 at 6%; with 50% employer match about $75,497 at 4% or $50,331 at 6%; with 100% employer match about $56,623 at 4% or $37,748 at 6%. |
| 2018 | 1 | 10 | $507,572 | $54,012 | $5,401iApproximate average salary by contribution assumption: employee only about $135,030 at 4% or $90,020 at 6%; with 50% employer match about $90,020 at 4% or $60,013 at 6%; with 100% employer match about $67,515 at 4% or $45,010 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 10 | $507,572 | $54,012 | $5,401iApproximate average salary by contribution assumption: employee only about $135,030 at 4% or $90,020 at 6%; with 50% employer match about $90,020 at 4% or $60,013 at 6%; with 100% employer match about $67,515 at 4% or $45,010 at 6%. |
| 2017 | 1 | 13 | $515,470 | $52,683 | $4,053iApproximate average salary by contribution assumption: employee only about $101,313 at 4% or $67,542 at 6%; with 50% employer match about $67,542 at 4% or $45,028 at 6%; with 100% employer match about $50,657 at 4% or $33,771 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 13 | $515,470 | $52,683 | $4,053iApproximate average salary by contribution assumption: employee only about $101,313 at 4% or $67,542 at 6%; with 50% employer match about $67,542 at 4% or $45,028 at 6%; with 100% employer match about $50,657 at 4% or $33,771 at 6%. |
| 2016 | 1 | 10 | $402,170 | $35,736 | $3,574iApproximate average salary by contribution assumption: employee only about $89,340 at 4% or $59,560 at 6%; with 50% employer match about $59,560 at 4% or $39,707 at 6%; with 100% employer match about $44,670 at 4% or $29,780 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 10 | $402,170 | $35,736 | $3,574iApproximate average salary by contribution assumption: employee only about $89,340 at 4% or $59,560 at 6%; with 50% employer match about $59,560 at 4% or $39,707 at 6%; with 100% employer match about $44,670 at 4% or $29,780 at 6%. |
| 2015 | 1 | 11 | $361,112 | $29,400 | $2,673iApproximate average salary by contribution assumption: employee only about $66,818 at 4% or $44,545 at 6%; with 50% employer match about $44,545 at 4% or $29,697 at 6%; with 100% employer match about $33,409 at 4% or $22,273 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 11 | $361,112 | $29,400 | $2,673iApproximate average salary by contribution assumption: employee only about $66,818 at 4% or $44,545 at 6%; with 50% employer match about $44,545 at 4% or $29,697 at 6%; with 100% employer match about $33,409 at 4% or $22,273 at 6%. |
| 2014 | 1 | 11 | $338,210 | $34,732 | $3,157iApproximate average salary by contribution assumption: employee only about $78,936 at 4% or $52,624 at 6%; with 50% employer match about $52,624 at 4% or $35,083 at 6%; with 100% employer match about $39,468 at 4% or $26,312 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 11 | $338,210 | $34,732 | $3,157iApproximate average salary by contribution assumption: employee only about $78,936 at 4% or $52,624 at 6%; with 50% employer match about $52,624 at 4% or $35,083 at 6%; with 100% employer match about $39,468 at 4% or $26,312 at 6%. |
| 2013 | 1 | 11 | $278,623 | $14,320 | $1,302iApproximate average salary by contribution assumption: employee only about $32,545 at 4% or $21,697 at 6%; with 50% employer match about $21,697 at 4% or $14,465 at 6%; with 100% employer match about $16,273 at 4% or $10,848 at 6%. |
| David M. Siegel & Associates LLC 401(K) Plan | - | 11 | $278,623 | $14,320 | $1,302iApproximate average salary by contribution assumption: employee only about $32,545 at 4% or $21,697 at 6%; with 50% employer match about $21,697 at 4% or $14,465 at 6%; with 100% employer match about $16,273 at 4% or $10,848 at 6%. |