Civic Intelligence

Lois M. Shiozawa, O.D.

Plan context: Lois M. Shiozawa Keogh Plan

EIN 03-0334399 • Montpelier, VT • 18 filings • 5 plans

81 River StreetHeritage 1 BuildingMontpelier, VT 05602
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$1,355,987

2015 Contributions

$29,486

Historical Graphs

Total Assets Over Time

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

$1,535,201$767,601$0199920072015YearValue
$1,355,987Latest year 2015

Participants Over Time

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

530199920072015YearValue
2Latest year 2015

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
201522$1,355,987$29,486$14,743iApproximate average salary by contribution assumption: employee only about $368,575 at 4% or $245,717 at 6%; with 50% employer match about $245,717 at 4% or $163,811 at 6%; with 100% employer match about $184,288 at 4% or $122,858 at 6%.
Lois M. Shiozawa Keogh Plan-2$1,355,987$29,486$14,743iApproximate average salary by contribution assumption: employee only about $368,575 at 4% or $245,717 at 6%; with 50% employer match about $245,717 at 4% or $163,811 at 6%; with 100% employer match about $184,288 at 4% or $122,858 at 6%.
Lois M. Shiozawa Keogh Plan-0$0--
201414$1,535,201$55,492$13,873iApproximate average salary by contribution assumption: employee only about $346,825 at 4% or $231,217 at 6%; with 50% employer match about $231,217 at 4% or $154,144 at 6%; with 100% employer match about $173,413 at 4% or $115,608 at 6%.
Lois M. Shiozawa Keogh Plan-4$1,535,201$55,492$13,873iApproximate average salary by contribution assumption: employee only about $346,825 at 4% or $231,217 at 6%; with 50% employer match about $231,217 at 4% or $154,144 at 6%; with 100% employer match about $173,413 at 4% or $115,608 at 6%.
201314$1,396,507$56,040$14,010iApproximate average salary by contribution assumption: employee only about $350,250 at 4% or $233,500 at 6%; with 50% employer match about $233,500 at 4% or $155,667 at 6%; with 100% employer match about $175,125 at 4% or $116,750 at 6%.
Lois M. Shiozawa Keogh Plan-4$1,396,507$56,040$14,010iApproximate average salary by contribution assumption: employee only about $350,250 at 4% or $233,500 at 6%; with 50% employer match about $233,500 at 4% or $155,667 at 6%; with 100% employer match about $175,125 at 4% or $116,750 at 6%.
201214$1,233,645$51,040$12,760iApproximate average salary by contribution assumption: employee only about $319,000 at 4% or $212,667 at 6%; with 50% employer match about $212,667 at 4% or $141,778 at 6%; with 100% employer match about $159,500 at 4% or $106,333 at 6%.
Lois M. Shiozawa Keogh Plan-4$1,233,645$51,040$12,760iApproximate average salary by contribution assumption: employee only about $319,000 at 4% or $212,667 at 6%; with 50% employer match about $212,667 at 4% or $141,778 at 6%; with 100% employer match about $159,500 at 4% or $106,333 at 6%.
201114$1,094,366$70,907$17,727iApproximate average salary by contribution assumption: employee only about $443,169 at 4% or $295,446 at 6%; with 50% employer match about $295,446 at 4% or $196,964 at 6%; with 100% employer match about $221,584 at 4% or $147,723 at 6%.
Lois M. Shiozawa Keogh Plan-4$1,094,366$70,907$17,727iApproximate average salary by contribution assumption: employee only about $443,169 at 4% or $295,446 at 6%; with 50% employer match about $295,446 at 4% or $196,964 at 6%; with 100% employer match about $221,584 at 4% or $147,723 at 6%.
201013$991,756$139,909$46,636iApproximate average salary by contribution assumption: employee only about $1,165,908 at 4% or $777,272 at 6%; with 50% employer match about $777,272 at 4% or $518,181 at 6%; with 100% employer match about $582,954 at 4% or $388,636 at 6%.
Lois M. Shiozawa Keogh Plan-3$991,756$139,909$46,636iApproximate average salary by contribution assumption: employee only about $1,165,908 at 4% or $777,272 at 6%; with 50% employer match about $777,272 at 4% or $518,181 at 6%; with 100% employer match about $582,954 at 4% or $388,636 at 6%.
200913$736,877$67,030$22,343iApproximate average salary by contribution assumption: employee only about $558,583 at 4% or $372,389 at 6%; with 50% employer match about $372,389 at 4% or $248,259 at 6%; with 100% employer match about $279,292 at 4% or $186,194 at 6%.
Lois M. Shiozawa Keogh Plan-3$736,877$67,030$22,343iApproximate average salary by contribution assumption: employee only about $558,583 at 4% or $372,389 at 6%; with 50% employer match about $372,389 at 4% or $248,259 at 6%; with 100% employer match about $279,292 at 4% or $186,194 at 6%.
200813$574,926$64,913$21,638iApproximate average salary by contribution assumption: employee only about $540,942 at 4% or $360,628 at 6%; with 50% employer match about $360,628 at 4% or $240,419 at 6%; with 100% employer match about $270,471 at 4% or $180,314 at 6%.
Lois M. Shiozawa Keogh Plan-3$574,926$64,913$21,638iApproximate average salary by contribution assumption: employee only about $540,942 at 4% or $360,628 at 6%; with 50% employer match about $360,628 at 4% or $240,419 at 6%; with 100% employer match about $270,471 at 4% or $180,314 at 6%.
200713$665,450$62,672$20,891iApproximate average salary by contribution assumption: employee only about $522,267 at 4% or $348,178 at 6%; with 50% employer match about $348,178 at 4% or $232,119 at 6%; with 100% employer match about $261,133 at 4% or $174,089 at 6%.
Lois M. Shiozawa Keogh Plan-3$665,450$62,672$20,891iApproximate average salary by contribution assumption: employee only about $522,267 at 4% or $348,178 at 6%; with 50% employer match about $348,178 at 4% or $232,119 at 6%; with 100% employer match about $261,133 at 4% or $174,089 at 6%.
200614$589,146$71,218$17,805iApproximate average salary by contribution assumption: employee only about $445,113 at 4% or $296,742 at 6%; with 50% employer match about $296,742 at 4% or $197,828 at 6%; with 100% employer match about $222,556 at 4% or $148,371 at 6%.
Lois M. Shiozawa Keogh Plan-4$589,146$71,218$17,805iApproximate average salary by contribution assumption: employee only about $445,113 at 4% or $296,742 at 6%; with 50% employer match about $296,742 at 4% or $197,828 at 6%; with 100% employer match about $222,556 at 4% or $148,371 at 6%.
200515$460,674$64,123$12,825iApproximate average salary by contribution assumption: employee only about $320,615 at 4% or $213,743 at 6%; with 50% employer match about $213,743 at 4% or $142,496 at 6%; with 100% employer match about $160,308 at 4% or $106,872 at 6%.
Lois M. Shiozawa Keogh Plan-5$460,674$64,123$12,825iApproximate average salary by contribution assumption: employee only about $320,615 at 4% or $213,743 at 6%; with 50% employer match about $213,743 at 4% or $142,496 at 6%; with 100% employer match about $160,308 at 4% or $106,872 at 6%.
200415$373,018$54,606$10,921iApproximate average salary by contribution assumption: employee only about $273,030 at 4% or $182,020 at 6%; with 50% employer match about $182,020 at 4% or $121,347 at 6%; with 100% employer match about $136,515 at 4% or $91,010 at 6%.
Lois M. Shiozawa Keogh Plan-5$373,018$54,606$10,921iApproximate average salary by contribution assumption: employee only about $273,030 at 4% or $182,020 at 6%; with 50% employer match about $182,020 at 4% or $121,347 at 6%; with 100% employer match about $136,515 at 4% or $91,010 at 6%.
200314$302,853$49,148$12,287iApproximate average salary by contribution assumption: employee only about $307,175 at 4% or $204,783 at 6%; with 50% employer match about $204,783 at 4% or $136,522 at 6%; with 100% employer match about $153,588 at 4% or $102,392 at 6%.
Lois M. Shiozawa Keogh Plan-4$302,853$49,148$12,287iApproximate average salary by contribution assumption: employee only about $307,175 at 4% or $204,783 at 6%; with 50% employer match about $204,783 at 4% or $136,522 at 6%; with 100% employer match about $153,588 at 4% or $102,392 at 6%.
200214$203,154$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Lois M. Shiozawa Keogh Plan-4$203,154$36,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200114$213,969$24,556$6,139iApproximate average salary by contribution assumption: employee only about $153,475 at 4% or $102,317 at 6%; with 50% employer match about $102,317 at 4% or $68,211 at 6%; with 100% employer match about $76,738 at 4% or $51,158 at 6%.
Lois M. Shiozawa Keogh Plan-4$213,969$24,556$6,139iApproximate average salary by contribution assumption: employee only about $153,475 at 4% or $102,317 at 6%; with 50% employer match about $102,317 at 4% or $68,211 at 6%; with 100% employer match about $76,738 at 4% or $51,158 at 6%.
200014$215,502$26,188$6,547iApproximate average salary by contribution assumption: employee only about $163,675 at 4% or $109,117 at 6%; with 50% employer match about $109,117 at 4% or $72,744 at 6%; with 100% employer match about $81,838 at 4% or $54,558 at 6%.
Lois M. Shiozawa Keogh Plan-4$215,502$26,188$6,547iApproximate average salary by contribution assumption: employee only about $163,675 at 4% or $109,117 at 6%; with 50% employer match about $109,117 at 4% or $72,744 at 6%; with 100% employer match about $81,838 at 4% or $54,558 at 6%.
199914$209,277$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Lois M. Shiozawa Keogh Plan-4$209,277$24,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.