Civic Intelligence

Frank Shatz & Co. Inc.

Plan context: Frank Shatz & Co. Inc. 401(K) Plan

EIN 05-0450915 • Warwick, RI • 26 filings • 3 plans

61 Dewey AvenueSuite DWarwick, RI 02886
Current Snapshot

Latest Year

2025

2025 Participants

21

2025 Assets

$2,662,663

2025 Contributions

$215,190

Historical Graphs

Total Assets Over Time

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

$2,831,665$1,415,833$0200020132025YearValue
$2,662,663Latest year 2025

Participants Over Time

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

36180200020132025YearValue
21Latest year 2025

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
2025121$2,662,663$215,190$10,247iApproximate average salary by contribution assumption: employee only about $256,179 at 4% or $170,786 at 6%; with 50% employer match about $170,786 at 4% or $113,857 at 6%; with 100% employer match about $128,089 at 4% or $85,393 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-21$2,662,663$215,190$10,247iApproximate average salary by contribution assumption: employee only about $256,179 at 4% or $170,786 at 6%; with 50% employer match about $170,786 at 4% or $113,857 at 6%; with 100% employer match about $128,089 at 4% or $85,393 at 6%.
2024121$2,831,665$276,181$13,151iApproximate average salary by contribution assumption: employee only about $328,787 at 4% or $219,191 at 6%; with 50% employer match about $219,191 at 4% or $146,128 at 6%; with 100% employer match about $164,393 at 4% or $109,596 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-21$2,831,665$276,181$13,151iApproximate average salary by contribution assumption: employee only about $328,787 at 4% or $219,191 at 6%; with 50% employer match about $219,191 at 4% or $146,128 at 6%; with 100% employer match about $164,393 at 4% or $109,596 at 6%.
2023125$2,277,064$216,935$8,677iApproximate average salary by contribution assumption: employee only about $216,935 at 4% or $144,623 at 6%; with 50% employer match about $144,623 at 4% or $96,416 at 6%; with 100% employer match about $108,468 at 4% or $72,312 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-25$2,277,064$216,935$8,677iApproximate average salary by contribution assumption: employee only about $216,935 at 4% or $144,623 at 6%; with 50% employer match about $144,623 at 4% or $96,416 at 6%; with 100% employer match about $108,468 at 4% or $72,312 at 6%.
2022125$1,814,692$48,029$1,921iApproximate average salary by contribution assumption: employee only about $48,029 at 4% or $32,019 at 6%; with 50% employer match about $32,019 at 4% or $21,346 at 6%; with 100% employer match about $24,015 at 4% or $16,010 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-25$1,814,692$48,029$1,921iApproximate average salary by contribution assumption: employee only about $48,029 at 4% or $32,019 at 6%; with 50% employer match about $32,019 at 4% or $21,346 at 6%; with 100% employer match about $24,015 at 4% or $16,010 at 6%.
2021127$2,274,179$94,437$3,498iApproximate average salary by contribution assumption: employee only about $87,442 at 4% or $58,294 at 6%; with 50% employer match about $58,294 at 4% or $38,863 at 6%; with 100% employer match about $43,721 at 4% or $29,147 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-27$2,274,179$94,437$3,498iApproximate average salary by contribution assumption: employee only about $87,442 at 4% or $58,294 at 6%; with 50% employer match about $58,294 at 4% or $38,863 at 6%; with 100% employer match about $43,721 at 4% or $29,147 at 6%.
2020136$1,948,295$112,100$3,114iApproximate average salary by contribution assumption: employee only about $77,847 at 4% or $51,898 at 6%; with 50% employer match about $51,898 at 4% or $34,599 at 6%; with 100% employer match about $38,924 at 4% or $25,949 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-36$1,948,295$112,100$3,114iApproximate average salary by contribution assumption: employee only about $77,847 at 4% or $51,898 at 6%; with 50% employer match about $51,898 at 4% or $34,599 at 6%; with 100% employer match about $38,924 at 4% or $25,949 at 6%.
2019130$1,687,178$116,190$3,873iApproximate average salary by contribution assumption: employee only about $96,825 at 4% or $64,550 at 6%; with 50% employer match about $64,550 at 4% or $43,033 at 6%; with 100% employer match about $48,413 at 4% or $32,275 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-30$1,687,178$116,190$3,873iApproximate average salary by contribution assumption: employee only about $96,825 at 4% or $64,550 at 6%; with 50% employer match about $64,550 at 4% or $43,033 at 6%; with 100% employer match about $48,413 at 4% or $32,275 at 6%.
2018124$1,353,092$178,939$7,456iApproximate average salary by contribution assumption: employee only about $186,395 at 4% or $124,263 at 6%; with 50% employer match about $124,263 at 4% or $82,842 at 6%; with 100% employer match about $93,197 at 4% or $62,132 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-24$1,353,092$178,939$7,456iApproximate average salary by contribution assumption: employee only about $186,395 at 4% or $124,263 at 6%; with 50% employer match about $124,263 at 4% or $82,842 at 6%; with 100% employer match about $93,197 at 4% or $62,132 at 6%.
2017121$1,256,588$199,169$9,484iApproximate average salary by contribution assumption: employee only about $237,106 at 4% or $158,071 at 6%; with 50% employer match about $158,071 at 4% or $105,380 at 6%; with 100% employer match about $118,553 at 4% or $79,035 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-21$1,256,588$199,169$9,484iApproximate average salary by contribution assumption: employee only about $237,106 at 4% or $158,071 at 6%; with 50% employer match about $158,071 at 4% or $105,380 at 6%; with 100% employer match about $118,553 at 4% or $79,035 at 6%.
2016117$996,851$81,564$4,798iApproximate average salary by contribution assumption: employee only about $119,947 at 4% or $79,965 at 6%; with 50% employer match about $79,965 at 4% or $53,310 at 6%; with 100% employer match about $59,974 at 4% or $39,982 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-17$996,851$81,564$4,798iApproximate average salary by contribution assumption: employee only about $119,947 at 4% or $79,965 at 6%; with 50% employer match about $79,965 at 4% or $53,310 at 6%; with 100% employer match about $59,974 at 4% or $39,982 at 6%.
2015115$901,753$63,370$4,225iApproximate average salary by contribution assumption: employee only about $105,617 at 4% or $70,411 at 6%; with 50% employer match about $70,411 at 4% or $46,941 at 6%; with 100% employer match about $52,808 at 4% or $35,206 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-15$901,753$63,370$4,225iApproximate average salary by contribution assumption: employee only about $105,617 at 4% or $70,411 at 6%; with 50% employer match about $70,411 at 4% or $46,941 at 6%; with 100% employer match about $52,808 at 4% or $35,206 at 6%.
2014115$899,175$55,973$3,732iApproximate average salary by contribution assumption: employee only about $93,288 at 4% or $62,192 at 6%; with 50% employer match about $62,192 at 4% or $41,461 at 6%; with 100% employer match about $46,644 at 4% or $31,096 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-15$899,175$55,973$3,732iApproximate average salary by contribution assumption: employee only about $93,288 at 4% or $62,192 at 6%; with 50% employer match about $62,192 at 4% or $41,461 at 6%; with 100% employer match about $46,644 at 4% or $31,096 at 6%.
2013114$802,009$58,143$4,153iApproximate average salary by contribution assumption: employee only about $103,827 at 4% or $69,218 at 6%; with 50% employer match about $69,218 at 4% or $46,145 at 6%; with 100% employer match about $51,913 at 4% or $34,609 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-14$802,009$58,143$4,153iApproximate average salary by contribution assumption: employee only about $103,827 at 4% or $69,218 at 6%; with 50% employer match about $69,218 at 4% or $46,145 at 6%; with 100% employer match about $51,913 at 4% or $34,609 at 6%.
2012114$628,267$56,794$4,057iApproximate average salary by contribution assumption: employee only about $101,418 at 4% or $67,612 at 6%; with 50% employer match about $67,612 at 4% or $45,075 at 6%; with 100% employer match about $50,709 at 4% or $33,806 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-14$628,267$56,794$4,057iApproximate average salary by contribution assumption: employee only about $101,418 at 4% or $67,612 at 6%; with 50% employer match about $67,612 at 4% or $45,075 at 6%; with 100% employer match about $50,709 at 4% or $33,806 at 6%.
2011116$519,379$47,663$2,979iApproximate average salary by contribution assumption: employee only about $74,473 at 4% or $49,649 at 6%; with 50% employer match about $49,649 at 4% or $33,099 at 6%; with 100% employer match about $37,237 at 4% or $24,824 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-16$519,379$47,663$2,979iApproximate average salary by contribution assumption: employee only about $74,473 at 4% or $49,649 at 6%; with 50% employer match about $49,649 at 4% or $33,099 at 6%; with 100% employer match about $37,237 at 4% or $24,824 at 6%.
2010117$520,995$49,050$2,885iApproximate average salary by contribution assumption: employee only about $72,132 at 4% or $48,088 at 6%; with 50% employer match about $48,088 at 4% or $32,059 at 6%; with 100% employer match about $36,066 at 4% or $24,044 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-17$520,995$49,050$2,885iApproximate average salary by contribution assumption: employee only about $72,132 at 4% or $48,088 at 6%; with 50% employer match about $48,088 at 4% or $32,059 at 6%; with 100% employer match about $36,066 at 4% or $24,044 at 6%.
2009118$431,331$68,107$3,784iApproximate average salary by contribution assumption: employee only about $94,593 at 4% or $63,062 at 6%; with 50% employer match about $63,062 at 4% or $42,041 at 6%; with 100% employer match about $47,297 at 4% or $31,531 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-18$431,331$68,107$3,784iApproximate average salary by contribution assumption: employee only about $94,593 at 4% or $63,062 at 6%; with 50% employer match about $63,062 at 4% or $42,041 at 6%; with 100% employer match about $47,297 at 4% or $31,531 at 6%.
2008113$287,728$59,373$4,567iApproximate average salary by contribution assumption: employee only about $114,179 at 4% or $76,119 at 6%; with 50% employer match about $76,119 at 4% or $50,746 at 6%; with 100% employer match about $57,089 at 4% or $38,060 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-13$287,728$59,373$4,567iApproximate average salary by contribution assumption: employee only about $114,179 at 4% or $76,119 at 6%; with 50% employer match about $76,119 at 4% or $50,746 at 6%; with 100% employer match about $57,089 at 4% or $38,060 at 6%.
2007114$425,102$87,918$6,280iApproximate average salary by contribution assumption: employee only about $156,996 at 4% or $104,664 at 6%; with 50% employer match about $104,664 at 4% or $69,776 at 6%; with 100% employer match about $78,498 at 4% or $52,332 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-14$425,102$87,918$6,280iApproximate average salary by contribution assumption: employee only about $156,996 at 4% or $104,664 at 6%; with 50% employer match about $104,664 at 4% or $69,776 at 6%; with 100% employer match about $78,498 at 4% or $52,332 at 6%.
2006112$313,581$80,257$6,688iApproximate average salary by contribution assumption: employee only about $167,202 at 4% or $111,468 at 6%; with 50% employer match about $111,468 at 4% or $74,312 at 6%; with 100% employer match about $83,601 at 4% or $55,734 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-12$313,581$80,257$6,688iApproximate average salary by contribution assumption: employee only about $167,202 at 4% or $111,468 at 6%; with 50% employer match about $111,468 at 4% or $74,312 at 6%; with 100% employer match about $83,601 at 4% or $55,734 at 6%.
200519$205,857$45,166$5,018iApproximate average salary by contribution assumption: employee only about $125,461 at 4% or $83,641 at 6%; with 50% employer match about $83,641 at 4% or $55,760 at 6%; with 100% employer match about $62,731 at 4% or $41,820 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-9$205,857$45,166$5,018iApproximate average salary by contribution assumption: employee only about $125,461 at 4% or $83,641 at 6%; with 50% employer match about $83,641 at 4% or $55,760 at 6%; with 100% employer match about $62,731 at 4% or $41,820 at 6%.
200419$205,726$59,177$6,575iApproximate average salary by contribution assumption: employee only about $164,381 at 4% or $109,587 at 6%; with 50% employer match about $109,587 at 4% or $73,058 at 6%; with 100% employer match about $82,190 at 4% or $54,794 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-9$205,726$59,177$6,575iApproximate average salary by contribution assumption: employee only about $164,381 at 4% or $109,587 at 6%; with 50% employer match about $109,587 at 4% or $73,058 at 6%; with 100% employer match about $82,190 at 4% or $54,794 at 6%.
2003111$134,020$53,510$4,865iApproximate average salary by contribution assumption: employee only about $121,614 at 4% or $81,076 at 6%; with 50% employer match about $81,076 at 4% or $54,051 at 6%; with 100% employer match about $60,807 at 4% or $40,538 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-11$134,020$53,510$4,865iApproximate average salary by contribution assumption: employee only about $121,614 at 4% or $81,076 at 6%; with 50% employer match about $81,076 at 4% or $54,051 at 6%; with 100% employer match about $60,807 at 4% or $40,538 at 6%.
2002110$58,186$34,986$3,499iApproximate average salary by contribution assumption: employee only about $87,465 at 4% or $58,310 at 6%; with 50% employer match about $58,310 at 4% or $38,873 at 6%; with 100% employer match about $43,733 at 4% or $29,155 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-10$58,186$34,986$3,499iApproximate average salary by contribution assumption: employee only about $87,465 at 4% or $58,310 at 6%; with 50% employer match about $58,310 at 4% or $38,873 at 6%; with 100% employer match about $43,733 at 4% or $29,155 at 6%.
2001111$37,951$22,158$2,014iApproximate average salary by contribution assumption: employee only about $50,359 at 4% or $33,573 at 6%; with 50% employer match about $33,573 at 4% or $22,382 at 6%; with 100% employer match about $25,180 at 4% or $16,786 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-11$37,951$22,158$2,014iApproximate average salary by contribution assumption: employee only about $50,359 at 4% or $33,573 at 6%; with 50% employer match about $33,573 at 4% or $22,382 at 6%; with 100% employer match about $25,180 at 4% or $16,786 at 6%.
200017$21,463$21,979$3,140iApproximate average salary by contribution assumption: employee only about $78,496 at 4% or $52,331 at 6%; with 50% employer match about $52,331 at 4% or $34,887 at 6%; with 100% employer match about $39,248 at 4% or $26,165 at 6%.
Frank Shatz & Co. Inc. 401(K) Plan-7$21,463$21,979$3,140iApproximate average salary by contribution assumption: employee only about $78,496 at 4% or $52,331 at 6%; with 50% employer match about $52,331 at 4% or $34,887 at 6%; with 100% employer match about $39,248 at 4% or $26,165 at 6%.