Civic Intelligence

Shelter Rock Orthopedic Group PC.

Plan context: Shelter Rock Orthopedic Group PC. Retirement Trust

EIN 11-2503832 • Manhasset, NY • 14 filings • 1 plans

585 Plandome RoadManhasset, NY 11030
Current Snapshot

Latest Year

2012

2012 Participants

4

2012 Assets

$13,565

2012 Contributions

$165,389

Historical Graphs

Total Assets Over Time

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

$1,398,779$699,390$0199920062011YearValue
$13,565Latest year 2011

Participants Over Time

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

1370199920052011YearValue
4Latest year 2011

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
201210$0$0-
Shelter Rock Orthopedic Group PC. Retirement Trust-0$0$0-
201114$13,565$0-
Shelter Rock Orthopedic Group PC. Retirement Trust-4$13,565--
201014$14,978$0-
Shelter Rock Orthopedic Group PC. Retirement Trust-4$14,978$0-
200917$117,251$0-
Shelter Rock Orthopedic Group PC. Retirement Trust-7$117,251$0-
2008112$401,272$0-
Shelter Rock Orthopedic Group PC. Retirement Trust-12$401,272--
2007111$0$0-
Shelter Rock Orthopedic Group PC. Retirement Trust-11---
2006113$1,398,779$165,389$12,722iApproximate average salary by contribution assumption: employee only about $318,056 at 4% or $212,037 at 6%; with 50% employer match about $212,037 at 4% or $141,358 at 6%; with 100% employer match about $159,028 at 4% or $106,019 at 6%.
Shelter Rock Orthopedic Group PC. Retirement Trust-13$1,398,779$165,389$12,722iApproximate average salary by contribution assumption: employee only about $318,056 at 4% or $212,037 at 6%; with 50% employer match about $212,037 at 4% or $141,358 at 6%; with 100% employer match about $159,028 at 4% or $106,019 at 6%.
2005112$1,188,000$119,625$9,969iApproximate average salary by contribution assumption: employee only about $249,219 at 4% or $166,146 at 6%; with 50% employer match about $166,146 at 4% or $110,764 at 6%; with 100% employer match about $124,609 at 4% or $83,073 at 6%.
Shelter Rock Orthopedic Group PC. Retirement Trust-12$1,188,000$119,625$9,969iApproximate average salary by contribution assumption: employee only about $249,219 at 4% or $166,146 at 6%; with 50% employer match about $166,146 at 4% or $110,764 at 6%; with 100% employer match about $124,609 at 4% or $83,073 at 6%.
200419$1,051,957$100,021$11,113iApproximate average salary by contribution assumption: employee only about $277,836 at 4% or $185,224 at 6%; with 50% employer match about $185,224 at 4% or $123,483 at 6%; with 100% employer match about $138,918 at 4% or $92,612 at 6%.
Shelter Rock Orthopedic Group PC. Retirement Trust-9$1,051,957$100,021$11,113iApproximate average salary by contribution assumption: employee only about $277,836 at 4% or $185,224 at 6%; with 50% employer match about $185,224 at 4% or $123,483 at 6%; with 100% employer match about $138,918 at 4% or $92,612 at 6%.
200317$950,726$62,351$8,907iApproximate average salary by contribution assumption: employee only about $222,682 at 4% or $148,455 at 6%; with 50% employer match about $148,455 at 4% or $98,970 at 6%; with 100% employer match about $111,341 at 4% or $74,227 at 6%.
Shelter Rock Orthopedic Group PC. Retirement Trust-7$950,726$62,351$8,907iApproximate average salary by contribution assumption: employee only about $222,682 at 4% or $148,455 at 6%; with 50% employer match about $148,455 at 4% or $98,970 at 6%; with 100% employer match about $111,341 at 4% or $74,227 at 6%.
200216$892,595$77,464$12,911iApproximate average salary by contribution assumption: employee only about $322,767 at 4% or $215,178 at 6%; with 50% employer match about $215,178 at 4% or $143,452 at 6%; with 100% employer match about $161,383 at 4% or $107,589 at 6%.
Shelter Rock Orthopedic Group PC. Retirement Trust-6$892,595$77,464$12,911iApproximate average salary by contribution assumption: employee only about $322,767 at 4% or $215,178 at 6%; with 50% employer match about $215,178 at 4% or $143,452 at 6%; with 100% employer match about $161,383 at 4% or $107,589 at 6%.
2001111$0$0-
Shelter Rock Orthopedic Group PC. Retirement Trust-11---
2000112$0$0-
Shelter Rock Orthopedic Group PC. Retirement Trust-12---
1999113$735,568$67,736$5,210iApproximate average salary by contribution assumption: employee only about $130,262 at 4% or $86,841 at 6%; with 50% employer match about $86,841 at 4% or $57,894 at 6%; with 100% employer match about $65,131 at 4% or $43,421 at 6%.
Shelter Rock Orthopedic Group PC. Retirement Trust-13$735,568$67,736$5,210iApproximate average salary by contribution assumption: employee only about $130,262 at 4% or $86,841 at 6%; with 50% employer match about $86,841 at 4% or $57,894 at 6%; with 100% employer match about $65,131 at 4% or $43,421 at 6%.