Gerald R. Schultz, M.D.
Plan context: Gerald R. Schultz, M.D., Profit Sharing Plan
EIN 06-1129538 • Indio, CA • 20 filings • 6 plans
Current Snapshot
Latest Year
2020
2020 Participants
6
2020 Assets
$2,611,529
2020 Contributions
$17,000
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 6 | $2,611,529 | $17,000 | $2,833iApproximate average salary by contribution assumption: employee only about $70,833 at 4% or $47,222 at 6%; with 50% employer match about $47,222 at 4% or $31,481 at 6%; with 100% employer match about $35,417 at 4% or $23,611 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 6 | $2,611,529 | $17,000 | $2,833iApproximate average salary by contribution assumption: employee only about $70,833 at 4% or $47,222 at 6%; with 50% employer match about $47,222 at 4% or $31,481 at 6%; with 100% employer match about $35,417 at 4% or $23,611 at 6%. |
| 2019 | 1 | 6 | $2,321,944 | $23,643 | $3,941iApproximate average salary by contribution assumption: employee only about $98,513 at 4% or $65,675 at 6%; with 50% employer match about $65,675 at 4% or $43,783 at 6%; with 100% employer match about $49,256 at 4% or $32,838 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 6 | $2,321,944 | $23,643 | $3,941iApproximate average salary by contribution assumption: employee only about $98,513 at 4% or $65,675 at 6%; with 50% employer match about $65,675 at 4% or $43,783 at 6%; with 100% employer match about $49,256 at 4% or $32,838 at 6%. |
| 2018 | 1 | 6 | $1,914,171 | $22,884 | $3,814iApproximate average salary by contribution assumption: employee only about $95,350 at 4% or $63,567 at 6%; with 50% employer match about $63,567 at 4% or $42,378 at 6%; with 100% employer match about $47,675 at 4% or $31,783 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 6 | $1,914,171 | $22,884 | $3,814iApproximate average salary by contribution assumption: employee only about $95,350 at 4% or $63,567 at 6%; with 50% employer match about $63,567 at 4% or $42,378 at 6%; with 100% employer match about $47,675 at 4% or $31,783 at 6%. |
| 2017 | 1 | 6 | $2,035,901 | $22,546 | $3,758iApproximate average salary by contribution assumption: employee only about $93,942 at 4% or $62,628 at 6%; with 50% employer match about $62,628 at 4% or $41,752 at 6%; with 100% employer match about $46,971 at 4% or $31,314 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 6 | $2,035,901 | $22,546 | $3,758iApproximate average salary by contribution assumption: employee only about $93,942 at 4% or $62,628 at 6%; with 50% employer match about $62,628 at 4% or $41,752 at 6%; with 100% employer match about $46,971 at 4% or $31,314 at 6%. |
| 2016 | 1 | 6 | $1,762,321 | $31,571 | $5,262iApproximate average salary by contribution assumption: employee only about $131,546 at 4% or $87,697 at 6%; with 50% employer match about $87,697 at 4% or $58,465 at 6%; with 100% employer match about $65,773 at 4% or $43,849 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 6 | $1,762,321 | $31,571 | $5,262iApproximate average salary by contribution assumption: employee only about $131,546 at 4% or $87,697 at 6%; with 50% employer match about $87,697 at 4% or $58,465 at 6%; with 100% employer match about $65,773 at 4% or $43,849 at 6%. |
| 2015 | 1 | 6 | $1,709,344 | $48,939 | $8,157iApproximate average salary by contribution assumption: employee only about $203,913 at 4% or $135,942 at 6%; with 50% employer match about $135,942 at 4% or $90,628 at 6%; with 100% employer match about $101,956 at 4% or $67,971 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 6 | $1,709,344 | $48,939 | $8,157iApproximate average salary by contribution assumption: employee only about $203,913 at 4% or $135,942 at 6%; with 50% employer match about $135,942 at 4% or $90,628 at 6%; with 100% employer match about $101,956 at 4% or $67,971 at 6%. |
| 2014 | 1 | 6 | $1,741,530 | $34,938 | $5,823iApproximate average salary by contribution assumption: employee only about $145,575 at 4% or $97,050 at 6%; with 50% employer match about $97,050 at 4% or $64,700 at 6%; with 100% employer match about $72,788 at 4% or $48,525 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 6 | $1,741,530 | $34,938 | $5,823iApproximate average salary by contribution assumption: employee only about $145,575 at 4% or $97,050 at 6%; with 50% employer match about $97,050 at 4% or $64,700 at 6%; with 100% employer match about $72,788 at 4% or $48,525 at 6%. |
| 2013 | 1 | 7 | $1,650,260 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 7 | $1,650,260 | $30,000 | $4,286iApproximate average salary by contribution assumption: employee only about $107,143 at 4% or $71,429 at 6%; with 50% employer match about $71,429 at 4% or $47,619 at 6%; with 100% employer match about $53,571 at 4% or $35,714 at 6%. |
| 2012 | 1 | 7 | $1,399,086 | $20,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 7 | $1,399,086 | $20,000 | $2,857iApproximate average salary by contribution assumption: employee only about $71,429 at 4% or $47,619 at 6%; with 50% employer match about $47,619 at 4% or $31,746 at 6%; with 100% employer match about $35,714 at 4% or $23,810 at 6%. |
| 2011 | 1 | 1 | $1,368,935 | $71,682 | $71,682iApproximate average salary by contribution assumption: employee only about $1,792,050 at 4% or $1,194,700 at 6%; with 50% employer match about $1,194,700 at 4% or $796,467 at 6%; with 100% employer match about $896,025 at 4% or $597,350 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 1 | $1,368,935 | $71,682 | $71,682iApproximate average salary by contribution assumption: employee only about $1,792,050 at 4% or $1,194,700 at 6%; with 50% employer match about $1,194,700 at 4% or $796,467 at 6%; with 100% employer match about $896,025 at 4% or $597,350 at 6%. |
| 2010 | 1 | 1 | $1,382,446 | $41,596 | $41,596iApproximate average salary by contribution assumption: employee only about $1,039,900 at 4% or $693,267 at 6%; with 50% employer match about $693,267 at 4% or $462,178 at 6%; with 100% employer match about $519,950 at 4% or $346,633 at 6%. |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 1 | $1,382,446 | $41,596 | $41,596iApproximate average salary by contribution assumption: employee only about $1,039,900 at 4% or $693,267 at 6%; with 50% employer match about $693,267 at 4% or $462,178 at 6%; with 100% employer match about $519,950 at 4% or $346,633 at 6%. |
| 2009 | 1 | 1 | $1,262,330 | $0 | - |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 1 | $1,262,330 | - | - |
| 2008 | 1 | 1 | $1,118,705 | $0 | - |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 1 | $1,118,705 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 1 | - | - | - |
| 2006 | 1 | 1 | $1,399,949 | $0 | - |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 1 | $1,399,949 | - | - |
| 2005 | 1 | 1 | $1,266,279 | $0 | - |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 1 | $1,266,279 | - | - |
| 2004 | 1 | 1 | $1,254,913 | $0 | - |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 1 | $1,254,913 | - | - |
| 2003 | 1 | 1 | $1,223,871 | $0 | - |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 1 | $1,223,871 | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 0 | - | - | - |
| 2000 | 1 | 4 | $1,223,747 | $0 | - |
| Gerald R. Schultz, M.D., Profit Sharing Plan | - | 4 | $1,223,747 | - | - |