Civic Intelligence

Shumway, Giguere, Fox & Aloise PC.

Plan context: Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan

EIN 04-2600852 • Worcester, MA • 18 filings • 7 plans

19 Cedar StreetWorcester, MA 01609
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$1,025,789

2017 Contributions

$25,846

Historical Graphs

Total Assets Over Time

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

$1,025,789$512,895$0199920092016YearValue
$1,025,789Latest year 2016

Participants Over Time

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

630199920092016YearValue
2Latest year 2016

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
201710$0$25,846-
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-0$0$25,846-
201612$1,025,789$16,140$8,070iApproximate average salary by contribution assumption: employee only about $201,750 at 4% or $134,500 at 6%; with 50% employer match about $134,500 at 4% or $89,667 at 6%; with 100% employer match about $100,875 at 4% or $67,250 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-2$1,025,789$16,140$8,070iApproximate average salary by contribution assumption: employee only about $201,750 at 4% or $134,500 at 6%; with 50% employer match about $134,500 at 4% or $89,667 at 6%; with 100% employer match about $100,875 at 4% or $67,250 at 6%.
201512$953,944$29,308$14,654iApproximate average salary by contribution assumption: employee only about $366,350 at 4% or $244,233 at 6%; with 50% employer match about $244,233 at 4% or $162,822 at 6%; with 100% employer match about $183,175 at 4% or $122,117 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-2$953,944$29,308$14,654iApproximate average salary by contribution assumption: employee only about $366,350 at 4% or $244,233 at 6%; with 50% employer match about $244,233 at 4% or $162,822 at 6%; with 100% employer match about $183,175 at 4% or $122,117 at 6%.
201412$938,534$4,845$2,423iApproximate average salary by contribution assumption: employee only about $60,563 at 4% or $40,375 at 6%; with 50% employer match about $40,375 at 4% or $26,917 at 6%; with 100% employer match about $30,281 at 4% or $20,188 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-2$938,534$4,845$2,423iApproximate average salary by contribution assumption: employee only about $60,563 at 4% or $40,375 at 6%; with 50% employer match about $40,375 at 4% or $26,917 at 6%; with 100% employer match about $30,281 at 4% or $20,188 at 6%.
201312$906,738$5,230$2,615iApproximate average salary by contribution assumption: employee only about $65,375 at 4% or $43,583 at 6%; with 50% employer match about $43,583 at 4% or $29,056 at 6%; with 100% employer match about $32,688 at 4% or $21,792 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-2$906,738$5,230$2,615iApproximate average salary by contribution assumption: employee only about $65,375 at 4% or $43,583 at 6%; with 50% employer match about $43,583 at 4% or $29,056 at 6%; with 100% employer match about $32,688 at 4% or $21,792 at 6%.
201213$766,916$31,128$10,376iApproximate average salary by contribution assumption: employee only about $259,400 at 4% or $172,933 at 6%; with 50% employer match about $172,933 at 4% or $115,289 at 6%; with 100% employer match about $129,700 at 4% or $86,467 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-3$766,916$31,128$10,376iApproximate average salary by contribution assumption: employee only about $259,400 at 4% or $172,933 at 6%; with 50% employer match about $172,933 at 4% or $115,289 at 6%; with 100% employer match about $129,700 at 4% or $86,467 at 6%.
201112$635,354$55,092$27,546iApproximate average salary by contribution assumption: employee only about $688,650 at 4% or $459,100 at 6%; with 50% employer match about $459,100 at 4% or $306,067 at 6%; with 100% employer match about $344,325 at 4% or $229,550 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-2$635,354$55,092$27,546iApproximate average salary by contribution assumption: employee only about $688,650 at 4% or $459,100 at 6%; with 50% employer match about $459,100 at 4% or $306,067 at 6%; with 100% employer match about $344,325 at 4% or $229,550 at 6%.
201014$633,719$58,132$14,533iApproximate average salary by contribution assumption: employee only about $363,325 at 4% or $242,217 at 6%; with 50% employer match about $242,217 at 4% or $161,478 at 6%; with 100% employer match about $181,663 at 4% or $121,108 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-4$633,719$58,132$14,533iApproximate average salary by contribution assumption: employee only about $363,325 at 4% or $242,217 at 6%; with 50% employer match about $242,217 at 4% or $161,478 at 6%; with 100% employer match about $181,663 at 4% or $121,108 at 6%.
200913$514,116$29,744$9,915iApproximate average salary by contribution assumption: employee only about $247,867 at 4% or $165,244 at 6%; with 50% employer match about $165,244 at 4% or $110,163 at 6%; with 100% employer match about $123,933 at 4% or $82,622 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-3$514,116$29,744$9,915iApproximate average salary by contribution assumption: employee only about $247,867 at 4% or $165,244 at 6%; with 50% employer match about $165,244 at 4% or $110,163 at 6%; with 100% employer match about $123,933 at 4% or $82,622 at 6%.
200813$382,893$26,093$8,698iApproximate average salary by contribution assumption: employee only about $217,442 at 4% or $144,961 at 6%; with 50% employer match about $144,961 at 4% or $96,641 at 6%; with 100% employer match about $108,721 at 4% or $72,481 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-3$382,893$26,093$8,698iApproximate average salary by contribution assumption: employee only about $217,442 at 4% or $144,961 at 6%; with 50% employer match about $144,961 at 4% or $96,641 at 6%; with 100% employer match about $108,721 at 4% or $72,481 at 6%.
200713$0$0-
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-3---
200512$449,781$47,322$23,661iApproximate average salary by contribution assumption: employee only about $591,525 at 4% or $394,350 at 6%; with 50% employer match about $394,350 at 4% or $262,900 at 6%; with 100% employer match about $295,763 at 4% or $197,175 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-2$449,781$47,322$23,661iApproximate average salary by contribution assumption: employee only about $591,525 at 4% or $394,350 at 6%; with 50% employer match about $394,350 at 4% or $262,900 at 6%; with 100% employer match about $295,763 at 4% or $197,175 at 6%.
200412$718,358$32,395$16,198iApproximate average salary by contribution assumption: employee only about $404,938 at 4% or $269,958 at 6%; with 50% employer match about $269,958 at 4% or $179,972 at 6%; with 100% employer match about $202,469 at 4% or $134,979 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-2$718,358$32,395$16,198iApproximate average salary by contribution assumption: employee only about $404,938 at 4% or $269,958 at 6%; with 50% employer match about $269,958 at 4% or $179,972 at 6%; with 100% employer match about $202,469 at 4% or $134,979 at 6%.
200311$739,004$22,858$22,858iApproximate average salary by contribution assumption: employee only about $571,450 at 4% or $380,967 at 6%; with 50% employer match about $380,967 at 4% or $253,978 at 6%; with 100% employer match about $285,725 at 4% or $190,483 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-1$739,004$22,858$22,858iApproximate average salary by contribution assumption: employee only about $571,450 at 4% or $380,967 at 6%; with 50% employer match about $380,967 at 4% or $253,978 at 6%; with 100% employer match about $285,725 at 4% or $190,483 at 6%.
200212$0$0-
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-2---
200110$679,887$60,000-
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-0$679,887$60,000-
200015$646,697$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-5$646,697$65,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
199916$589,816$64,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
Shumway, Giguere, Fox & Aloise PC. Profit Sharing Plan-6$589,816$64,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.