Civic Intelligence

Shipman, Stokesbury & Fingold LLC

Plan context: Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan

EIN 06-1623108 • Farmington, CT • 13 filings • 4 plans

20 Batterson Park Road, Suite 120Farmington, CT 06032
Current Snapshot

Latest Year

2015

2015 Participants

14

2015 Assets

$3,764,905

2015 Contributions

$52,080

Historical Graphs

Total Assets Over Time

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

$3,764,905$1,882,453$0200320092014YearValue
$3,764,905Latest year 2014

Participants Over Time

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

21110200320092014YearValue
14Latest year 2014

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
201510$0$0-
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-0$0--
2014114$3,764,905$52,080$3,720iApproximate average salary by contribution assumption: employee only about $93,000 at 4% or $62,000 at 6%; with 50% employer match about $62,000 at 4% or $41,333 at 6%; with 100% employer match about $46,500 at 4% or $31,000 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-14$3,764,905$52,080$3,720iApproximate average salary by contribution assumption: employee only about $93,000 at 4% or $62,000 at 6%; with 50% employer match about $62,000 at 4% or $41,333 at 6%; with 100% employer match about $46,500 at 4% or $31,000 at 6%.
2013115$3,466,245$139,094$9,273iApproximate average salary by contribution assumption: employee only about $231,823 at 4% or $154,549 at 6%; with 50% employer match about $154,549 at 4% or $103,033 at 6%; with 100% employer match about $115,912 at 4% or $77,274 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-15$3,466,245$139,094$9,273iApproximate average salary by contribution assumption: employee only about $231,823 at 4% or $154,549 at 6%; with 50% employer match about $154,549 at 4% or $103,033 at 6%; with 100% employer match about $115,912 at 4% or $77,274 at 6%.
2012119$3,651,343$178,737$9,407iApproximate average salary by contribution assumption: employee only about $235,180 at 4% or $156,787 at 6%; with 50% employer match about $156,787 at 4% or $104,525 at 6%; with 100% employer match about $117,590 at 4% or $78,393 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-19$3,651,343$178,737$9,407iApproximate average salary by contribution assumption: employee only about $235,180 at 4% or $156,787 at 6%; with 50% employer match about $156,787 at 4% or $104,525 at 6%; with 100% employer match about $117,590 at 4% or $78,393 at 6%.
2011120$3,131,153$229,039$11,452iApproximate average salary by contribution assumption: employee only about $286,299 at 4% or $190,866 at 6%; with 50% employer match about $190,866 at 4% or $127,244 at 6%; with 100% employer match about $143,149 at 4% or $95,433 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-20$3,131,153$229,039$11,452iApproximate average salary by contribution assumption: employee only about $286,299 at 4% or $190,866 at 6%; with 50% employer match about $190,866 at 4% or $127,244 at 6%; with 100% employer match about $143,149 at 4% or $95,433 at 6%.
2010120$2,926,879$202,688$10,134iApproximate average salary by contribution assumption: employee only about $253,360 at 4% or $168,907 at 6%; with 50% employer match about $168,907 at 4% or $112,604 at 6%; with 100% employer match about $126,680 at 4% or $84,453 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-20$2,926,879$202,688$10,134iApproximate average salary by contribution assumption: employee only about $253,360 at 4% or $168,907 at 6%; with 50% employer match about $168,907 at 4% or $112,604 at 6%; with 100% employer match about $126,680 at 4% or $84,453 at 6%.
2009121$2,395,655$251,407$11,972iApproximate average salary by contribution assumption: employee only about $299,294 at 4% or $199,529 at 6%; with 50% employer match about $199,529 at 4% or $133,020 at 6%; with 100% employer match about $149,647 at 4% or $99,765 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-21$2,395,655$251,407$11,972iApproximate average salary by contribution assumption: employee only about $299,294 at 4% or $199,529 at 6%; with 50% employer match about $199,529 at 4% or $133,020 at 6%; with 100% employer match about $149,647 at 4% or $99,765 at 6%.
2008120$1,630,283$247,396$12,370iApproximate average salary by contribution assumption: employee only about $309,245 at 4% or $206,163 at 6%; with 50% employer match about $206,163 at 4% or $137,442 at 6%; with 100% employer match about $154,623 at 4% or $103,082 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-20$1,630,283$247,396$12,370iApproximate average salary by contribution assumption: employee only about $309,245 at 4% or $206,163 at 6%; with 50% employer match about $206,163 at 4% or $137,442 at 6%; with 100% employer match about $154,623 at 4% or $103,082 at 6%.
2007118$0$0-
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-18---
2006115$1,107,860$125,152$8,343iApproximate average salary by contribution assumption: employee only about $208,587 at 4% or $139,058 at 6%; with 50% employer match about $139,058 at 4% or $92,705 at 6%; with 100% employer match about $104,293 at 4% or $69,529 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-15$1,107,860$125,152$8,343iApproximate average salary by contribution assumption: employee only about $208,587 at 4% or $139,058 at 6%; with 50% employer match about $139,058 at 4% or $92,705 at 6%; with 100% employer match about $104,293 at 4% or $69,529 at 6%.
2005112$884,001$299,392$24,949iApproximate average salary by contribution assumption: employee only about $623,733 at 4% or $415,822 at 6%; with 50% employer match about $415,822 at 4% or $277,215 at 6%; with 100% employer match about $311,867 at 4% or $207,911 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-12$884,001$299,392$24,949iApproximate average salary by contribution assumption: employee only about $623,733 at 4% or $415,822 at 6%; with 50% employer match about $415,822 at 4% or $277,215 at 6%; with 100% employer match about $311,867 at 4% or $207,911 at 6%.
200416$559,290$33,411$5,569iApproximate average salary by contribution assumption: employee only about $139,213 at 4% or $92,808 at 6%; with 50% employer match about $92,808 at 4% or $61,872 at 6%; with 100% employer match about $69,606 at 4% or $46,404 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-6$559,290$33,411$5,569iApproximate average salary by contribution assumption: employee only about $139,213 at 4% or $92,808 at 6%; with 50% employer match about $92,808 at 4% or $61,872 at 6%; with 100% employer match about $69,606 at 4% or $46,404 at 6%.
200317$508,639$656,747$93,821iApproximate average salary by contribution assumption: employee only about $2,345,525 at 4% or $1,563,683 at 6%; with 50% employer match about $1,563,683 at 4% or $1,042,456 at 6%; with 100% employer match about $1,172,763 at 4% or $781,842 at 6%.
Shipman, Stokesbury & Fingold LLC 401(K) Profit Sharing Plan-7$508,639$656,747$93,821iApproximate average salary by contribution assumption: employee only about $2,345,525 at 4% or $1,563,683 at 6%; with 50% employer match about $1,563,683 at 4% or $1,042,456 at 6%; with 100% employer match about $1,172,763 at 4% or $781,842 at 6%.