Bourgeois & Shaw Inc.
Plan context: Bourgeois & Shaw Inc. Profit Sharing Plan and Trust
EIN 06-0628333 • Simsbury, CT • 26 filings • 3 plans
Current Snapshot
Latest Year
2011
2011 Participants
1
2011 Assets
$95,320
2011 Contributions
$25,358
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 |
|---|---|---|---|---|---|
| 2011 | 2 | 0 | $0 | $0 | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 0 | $0 | $0 | - |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2010 | 2 | 1 | $95,320 | $0 | - |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 1 | $92,981 | - | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 1 | $2,339 | $0 | - |
| 2009 | 2 | 8 | $1,903,225 | $25,358 | $3,170iApproximate average salary by contribution assumption: employee only about $79,244 at 4% or $52,829 at 6%; with 50% employer match about $52,829 at 4% or $35,219 at 6%; with 100% employer match about $39,622 at 4% or $26,415 at 6%. |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 8 | $1,213,277 | $0 | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 1 | $689,948 | $25,358 | $25,358iApproximate average salary by contribution assumption: employee only about $633,950 at 4% or $422,633 at 6%; with 50% employer match about $422,633 at 4% or $281,756 at 6%; with 100% employer match about $316,975 at 4% or $211,317 at 6%. |
| 2008 | 2 | 28 | $1,930,566 | $243,697 | $8,703iApproximate average salary by contribution assumption: employee only about $217,587 at 4% or $145,058 at 6%; with 50% employer match about $145,058 at 4% or $96,705 at 6%; with 100% employer match about $108,793 at 4% or $72,529 at 6%. |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 14 | $1,090,059 | - | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 28 | $840,507 | $243,697 | $8,703iApproximate average salary by contribution assumption: employee only about $217,587 at 4% or $145,058 at 6%; with 50% employer match about $145,058 at 4% or $96,705 at 6%; with 100% employer match about $108,793 at 4% or $72,529 at 6%. |
| 2007 | 2 | 40 | $1,803,357 | $0 | - |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 24 | $1,803,357 | - | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 40 | - | - | - |
| 2006 | 2 | 53 | $2,955,600 | $150,141 | $2,833iApproximate average salary by contribution assumption: employee only about $70,821 at 4% or $47,214 at 6%; with 50% employer match about $47,214 at 4% or $31,476 at 6%; with 100% employer match about $35,411 at 4% or $23,607 at 6%. |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 28 | $1,783,305 | - | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 53 | $1,172,295 | $150,141 | $2,833iApproximate average salary by contribution assumption: employee only about $70,821 at 4% or $47,214 at 6%; with 50% employer match about $47,214 at 4% or $31,476 at 6%; with 100% employer match about $35,411 at 4% or $23,607 at 6%. |
| 2005 | 2 | 56 | $3,930,216 | $140,468 | $2,508iApproximate average salary by contribution assumption: employee only about $62,709 at 4% or $41,806 at 6%; with 50% employer match about $41,806 at 4% or $27,871 at 6%; with 100% employer match about $31,354 at 4% or $20,903 at 6%. |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 28 | $2,854,324 | - | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 56 | $1,075,892 | $140,468 | $2,508iApproximate average salary by contribution assumption: employee only about $62,709 at 4% or $41,806 at 6%; with 50% employer match about $41,806 at 4% or $27,871 at 6%; with 100% employer match about $31,354 at 4% or $20,903 at 6%. |
| 2004 | 2 | 54 | $3,427,538 | $443,383 | $8,211iApproximate average salary by contribution assumption: employee only about $205,270 at 4% or $136,847 at 6%; with 50% employer match about $136,847 at 4% or $91,231 at 6%; with 100% employer match about $102,635 at 4% or $68,423 at 6%. |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 21 | $2,482,522 | $196,319 | $9,349iApproximate average salary by contribution assumption: employee only about $233,713 at 4% or $155,809 at 6%; with 50% employer match about $155,809 at 4% or $103,872 at 6%; with 100% employer match about $116,857 at 4% or $77,904 at 6%. |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 54 | $945,016 | $247,064 | $4,575iApproximate average salary by contribution assumption: employee only about $114,381 at 4% or $76,254 at 6%; with 50% employer match about $76,254 at 4% or $50,836 at 6%; with 100% employer match about $57,191 at 4% or $38,127 at 6%. |
| 2003 | 2 | 44 | $3,034,593 | $72,437 | $1,646iApproximate average salary by contribution assumption: employee only about $41,157 at 4% or $27,438 at 6%; with 50% employer match about $27,438 at 4% or $18,292 at 6%; with 100% employer match about $20,579 at 4% or $13,719 at 6%. |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 22 | $2,287,578 | - | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 44 | $747,015 | $72,437 | $1,646iApproximate average salary by contribution assumption: employee only about $41,157 at 4% or $27,438 at 6%; with 50% employer match about $27,438 at 4% or $18,292 at 6%; with 100% employer match about $20,579 at 4% or $13,719 at 6%. |
| 2002 | 2 | 40 | $1,565,950 | $0 | - |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 21 | $1,565,950 | - | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 40 | - | - | - |
| 2001 | 2 | 47 | $2,101,528 | $0 | - |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 26 | $2,101,528 | - | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 47 | - | - | - |
| 2000 | 2 | 73 | $2,600,245 | $176,759 | $2,421iApproximate average salary by contribution assumption: employee only about $60,534 at 4% or $40,356 at 6%; with 50% employer match about $40,356 at 4% or $26,904 at 6%; with 100% employer match about $30,267 at 4% or $20,178 at 6%. |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 32 | $2,041,072 | - | - |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 73 | $559,173 | $176,759 | $2,421iApproximate average salary by contribution assumption: employee only about $60,534 at 4% or $40,356 at 6%; with 50% employer match about $40,356 at 4% or $26,904 at 6%; with 100% employer match about $30,267 at 4% or $20,178 at 6%. |
| 1999 | 2 | 63 | $3,373,400 | $206,992 | $3,286iApproximate average salary by contribution assumption: employee only about $82,140 at 4% or $54,760 at 6%; with 50% employer match about $54,760 at 4% or $36,507 at 6%; with 100% employer match about $41,070 at 4% or $27,380 at 6%. |
| Bourgeois & Shaw Inc. Profit Sharing Plan and Trust | - | 30 | $2,750,508 | $50,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| Bourgeois & Shaw Inc. 401-Pw Retirement Plan | - | 63 | $622,892 | $156,992 | $2,492iApproximate average salary by contribution assumption: employee only about $62,298 at 4% or $41,532 at 6%; with 50% employer match about $41,532 at 4% or $27,688 at 6%; with 100% employer match about $31,149 at 4% or $20,766 at 6%. |