Robert a. Shea, D.M.D.
Plan context: Robert a. Shea, D.M.D. Profit Sharing Plan and Trust
EIN 11-2778618 • Huntington, NY • 41 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,558,740
2024 Contributions
$32,528
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $2,558,740 | $32,528 | $8,132iApproximate average salary by contribution assumption: employee only about $203,300 at 4% or $135,533 at 6%; with 50% employer match about $135,533 at 4% or $90,356 at 6%; with 100% employer match about $101,650 at 4% or $67,767 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $2,558,740 | $32,528 | $8,132iApproximate average salary by contribution assumption: employee only about $203,300 at 4% or $135,533 at 6%; with 50% employer match about $135,533 at 4% or $90,356 at 6%; with 100% employer match about $101,650 at 4% or $67,767 at 6%. |
| 2023 | 1 | 4 | $2,334,386 | $32,162 | $8,041iApproximate average salary by contribution assumption: employee only about $201,013 at 4% or $134,008 at 6%; with 50% employer match about $134,008 at 4% or $89,339 at 6%; with 100% employer match about $100,506 at 4% or $67,004 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $2,334,386 | $32,162 | $8,041iApproximate average salary by contribution assumption: employee only about $201,013 at 4% or $134,008 at 6%; with 50% employer match about $134,008 at 4% or $89,339 at 6%; with 100% employer match about $100,506 at 4% or $67,004 at 6%. |
| 2022 | 1 | 4 | $2,061,734 | $29,096 | $7,274iApproximate average salary by contribution assumption: employee only about $181,850 at 4% or $121,233 at 6%; with 50% employer match about $121,233 at 4% or $80,822 at 6%; with 100% employer match about $90,925 at 4% or $60,617 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $2,061,734 | $29,096 | $7,274iApproximate average salary by contribution assumption: employee only about $181,850 at 4% or $121,233 at 6%; with 50% employer match about $121,233 at 4% or $80,822 at 6%; with 100% employer match about $90,925 at 4% or $60,617 at 6%. |
| 2021 | 1 | 4 | $2,279,995 | $30,247 | $7,562iApproximate average salary by contribution assumption: employee only about $189,044 at 4% or $126,029 at 6%; with 50% employer match about $126,029 at 4% or $84,019 at 6%; with 100% employer match about $94,522 at 4% or $63,015 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $2,279,995 | $30,247 | $7,562iApproximate average salary by contribution assumption: employee only about $189,044 at 4% or $126,029 at 6%; with 50% employer match about $126,029 at 4% or $84,019 at 6%; with 100% employer match about $94,522 at 4% or $63,015 at 6%. |
| 2020 | 1 | 4 | $1,967,169 | $28,495 | $7,124iApproximate average salary by contribution assumption: employee only about $178,094 at 4% or $118,729 at 6%; with 50% employer match about $118,729 at 4% or $79,153 at 6%; with 100% employer match about $89,047 at 4% or $59,365 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $1,967,169 | $28,495 | $7,124iApproximate average salary by contribution assumption: employee only about $178,094 at 4% or $118,729 at 6%; with 50% employer match about $118,729 at 4% or $79,153 at 6%; with 100% employer match about $89,047 at 4% or $59,365 at 6%. |
| 2019 | 1 | 4 | $1,786,891 | $41,780 | $10,445iApproximate average salary by contribution assumption: employee only about $261,125 at 4% or $174,083 at 6%; with 50% employer match about $174,083 at 4% or $116,056 at 6%; with 100% employer match about $130,563 at 4% or $87,042 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $1,786,891 | $41,780 | $10,445iApproximate average salary by contribution assumption: employee only about $261,125 at 4% or $174,083 at 6%; with 50% employer match about $174,083 at 4% or $116,056 at 6%; with 100% employer match about $130,563 at 4% or $87,042 at 6%. |
| 2018 | 1 | 4 | $1,535,392 | $37,605 | $9,401iApproximate average salary by contribution assumption: employee only about $235,031 at 4% or $156,688 at 6%; with 50% employer match about $156,688 at 4% or $104,458 at 6%; with 100% employer match about $117,516 at 4% or $78,344 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $1,535,392 | $37,605 | $9,401iApproximate average salary by contribution assumption: employee only about $235,031 at 4% or $156,688 at 6%; with 50% employer match about $156,688 at 4% or $104,458 at 6%; with 100% employer match about $117,516 at 4% or $78,344 at 6%. |
| 2017 | 1 | 4 | $1,594,383 | $39,494 | $9,874iApproximate average salary by contribution assumption: employee only about $246,838 at 4% or $164,558 at 6%; with 50% employer match about $164,558 at 4% or $109,706 at 6%; with 100% employer match about $123,419 at 4% or $82,279 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $1,594,383 | $39,494 | $9,874iApproximate average salary by contribution assumption: employee only about $246,838 at 4% or $164,558 at 6%; with 50% employer match about $164,558 at 4% or $109,706 at 6%; with 100% employer match about $123,419 at 4% or $82,279 at 6%. |
| 2016 | 1 | 4 | $1,412,572 | $35,479 | $8,870iApproximate average salary by contribution assumption: employee only about $221,744 at 4% or $147,829 at 6%; with 50% employer match about $147,829 at 4% or $98,553 at 6%; with 100% employer match about $110,872 at 4% or $73,915 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $1,412,572 | $35,479 | $8,870iApproximate average salary by contribution assumption: employee only about $221,744 at 4% or $147,829 at 6%; with 50% employer match about $147,829 at 4% or $98,553 at 6%; with 100% employer match about $110,872 at 4% or $73,915 at 6%. |
| 2015 | 1 | 4 | $1,321,465 | $41,030 | $10,258iApproximate average salary by contribution assumption: employee only about $256,438 at 4% or $170,958 at 6%; with 50% employer match about $170,958 at 4% or $113,972 at 6%; with 100% employer match about $128,219 at 4% or $85,479 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $1,321,465 | $41,030 | $10,258iApproximate average salary by contribution assumption: employee only about $256,438 at 4% or $170,958 at 6%; with 50% employer match about $170,958 at 4% or $113,972 at 6%; with 100% employer match about $128,219 at 4% or $85,479 at 6%. |
| 2014 | 2 | 4 | $1,276,435 | $511,145 | $127,786iApproximate average salary by contribution assumption: employee only about $3,194,656 at 4% or $2,129,771 at 6%; with 50% employer match about $2,129,771 at 4% or $1,419,847 at 6%; with 100% employer match about $1,597,328 at 4% or $1,064,885 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $1,276,435 | $511,145 | $127,786iApproximate average salary by contribution assumption: employee only about $3,194,656 at 4% or $2,129,771 at 6%; with 50% employer match about $2,129,771 at 4% or $1,419,847 at 6%; with 100% employer match about $1,597,328 at 4% or $1,064,885 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 0 | $0 | $0 | - |
| 2013 | 2 | 4 | $1,206,539 | $41,012 | $10,253iApproximate average salary by contribution assumption: employee only about $256,325 at 4% or $170,883 at 6%; with 50% employer match about $170,883 at 4% or $113,922 at 6%; with 100% employer match about $128,163 at 4% or $85,442 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $737,189 | $41,012 | $10,253iApproximate average salary by contribution assumption: employee only about $256,325 at 4% or $170,883 at 6%; with 50% employer match about $170,883 at 4% or $113,922 at 6%; with 100% employer match about $128,163 at 4% or $85,442 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 4 | $469,350 | $0 | - |
| 2012 | 2 | 4 | $1,043,460 | $24,412 | $6,103iApproximate average salary by contribution assumption: employee only about $152,575 at 4% or $101,717 at 6%; with 50% employer match about $101,717 at 4% or $67,811 at 6%; with 100% employer match about $76,288 at 4% or $50,858 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $592,514 | $11,141 | $2,785iApproximate average salary by contribution assumption: employee only about $69,631 at 4% or $46,421 at 6%; with 50% employer match about $46,421 at 4% or $30,947 at 6%; with 100% employer match about $34,816 at 4% or $23,210 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 4 | $450,946 | $13,271 | $3,318iApproximate average salary by contribution assumption: employee only about $82,944 at 4% or $55,296 at 6%; with 50% employer match about $55,296 at 4% or $36,864 at 6%; with 100% employer match about $41,472 at 4% or $27,648 at 6%. |
| 2011 | 2 | 4 | $951,745 | $22,545 | $5,636iApproximate average salary by contribution assumption: employee only about $140,906 at 4% or $93,938 at 6%; with 50% employer match about $93,938 at 4% or $62,625 at 6%; with 100% employer match about $70,453 at 4% or $46,969 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $519,572 | $11,358 | $2,840iApproximate average salary by contribution assumption: employee only about $70,988 at 4% or $47,325 at 6%; with 50% employer match about $47,325 at 4% or $31,550 at 6%; with 100% employer match about $35,494 at 4% or $23,663 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 4 | $432,173 | $11,187 | $2,797iApproximate average salary by contribution assumption: employee only about $69,919 at 4% or $46,613 at 6%; with 50% employer match about $46,613 at 4% or $31,075 at 6%; with 100% employer match about $34,959 at 4% or $23,306 at 6%. |
| 2010 | 2 | 4 | $973,933 | $22,706 | $5,677iApproximate average salary by contribution assumption: employee only about $141,913 at 4% or $94,608 at 6%; with 50% employer match about $94,608 at 4% or $63,072 at 6%; with 100% employer match about $70,956 at 4% or $47,304 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $544,544 | $10,117 | $2,529iApproximate average salary by contribution assumption: employee only about $63,231 at 4% or $42,154 at 6%; with 50% employer match about $42,154 at 4% or $28,103 at 6%; with 100% employer match about $31,616 at 4% or $21,077 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 4 | $429,389 | $12,589 | $3,147iApproximate average salary by contribution assumption: employee only about $78,681 at 4% or $52,454 at 6%; with 50% employer match about $52,454 at 4% or $34,969 at 6%; with 100% employer match about $39,341 at 4% or $26,227 at 6%. |
| 2009 | 2 | 4 | $910,203 | $20,456 | $5,114iApproximate average salary by contribution assumption: employee only about $127,850 at 4% or $85,233 at 6%; with 50% employer match about $85,233 at 4% or $56,822 at 6%; with 100% employer match about $63,925 at 4% or $42,617 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 4 | $502,008 | $8,767 | $2,192iApproximate average salary by contribution assumption: employee only about $54,794 at 4% or $36,529 at 6%; with 50% employer match about $36,529 at 4% or $24,353 at 6%; with 100% employer match about $27,397 at 4% or $18,265 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 4 | $408,195 | $11,689 | $2,922iApproximate average salary by contribution assumption: employee only about $73,056 at 4% or $48,704 at 6%; with 50% employer match about $48,704 at 4% or $32,469 at 6%; with 100% employer match about $36,528 at 4% or $24,352 at 6%. |
| 2008 | 2 | 2 | $784,742 | $25,531 | $12,766iApproximate average salary by contribution assumption: employee only about $319,138 at 4% or $212,758 at 6%; with 50% employer match about $212,758 at 4% or $141,839 at 6%; with 100% employer match about $159,569 at 4% or $106,379 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 2 | $409,686 | $15,028 | $7,514iApproximate average salary by contribution assumption: employee only about $187,850 at 4% or $125,233 at 6%; with 50% employer match about $125,233 at 4% or $83,489 at 6%; with 100% employer match about $93,925 at 4% or $62,617 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 2 | $375,056 | $10,503 | $5,252iApproximate average salary by contribution assumption: employee only about $131,288 at 4% or $87,525 at 6%; with 50% employer match about $87,525 at 4% or $58,350 at 6%; with 100% employer match about $65,644 at 4% or $43,763 at 6%. |
| 2007 | 2 | 2 | $0 | $0 | - |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 2 | - | - | - |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 2 | - | - | - |
| 2006 | 2 | 2 | $898,880 | $23,038 | $11,519iApproximate average salary by contribution assumption: employee only about $287,975 at 4% or $191,983 at 6%; with 50% employer match about $191,983 at 4% or $127,989 at 6%; with 100% employer match about $143,988 at 4% or $95,992 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 2 | $493,050 | $11,519 | $5,760iApproximate average salary by contribution assumption: employee only about $143,988 at 4% or $95,992 at 6%; with 50% employer match about $95,992 at 4% or $63,994 at 6%; with 100% employer match about $71,994 at 4% or $47,996 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 2 | $405,830 | $11,519 | $5,760iApproximate average salary by contribution assumption: employee only about $143,988 at 4% or $95,992 at 6%; with 50% employer match about $95,992 at 4% or $63,994 at 6%; with 100% employer match about $71,994 at 4% or $47,996 at 6%. |
| 2005 | 2 | 2 | $764,220 | $31,564 | $15,782iApproximate average salary by contribution assumption: employee only about $394,550 at 4% or $263,033 at 6%; with 50% employer match about $263,033 at 4% or $175,356 at 6%; with 100% employer match about $197,275 at 4% or $131,517 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 2 | $427,146 | $15,782 | $7,891iApproximate average salary by contribution assumption: employee only about $197,275 at 4% or $131,517 at 6%; with 50% employer match about $131,517 at 4% or $87,678 at 6%; with 100% employer match about $98,638 at 4% or $65,758 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 2 | $337,074 | $15,782 | $7,891iApproximate average salary by contribution assumption: employee only about $197,275 at 4% or $131,517 at 6%; with 50% employer match about $131,517 at 4% or $87,678 at 6%; with 100% employer match about $98,638 at 4% or $65,758 at 6%. |
| 2004 | 2 | 3 | $683,262 | $34,346 | $11,449iApproximate average salary by contribution assumption: employee only about $286,217 at 4% or $190,811 at 6%; with 50% employer match about $190,811 at 4% or $127,207 at 6%; with 100% employer match about $143,108 at 4% or $95,406 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 3 | $381,642 | $20,276 | $6,759iApproximate average salary by contribution assumption: employee only about $168,967 at 4% or $112,644 at 6%; with 50% employer match about $112,644 at 4% or $75,096 at 6%; with 100% employer match about $84,483 at 4% or $56,322 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 3 | $301,620 | $14,070 | $4,690iApproximate average salary by contribution assumption: employee only about $117,250 at 4% or $78,167 at 6%; with 50% employer match about $78,167 at 4% or $52,111 at 6%; with 100% employer match about $58,625 at 4% or $39,083 at 6%. |
| 2003 | 2 | 3 | $586,485 | $41,946 | $13,982iApproximate average salary by contribution assumption: employee only about $349,550 at 4% or $233,033 at 6%; with 50% employer match about $233,033 at 4% or $155,356 at 6%; with 100% employer match about $174,775 at 4% or $116,517 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 3 | $333,101 | $24,347 | $8,116iApproximate average salary by contribution assumption: employee only about $202,892 at 4% or $135,261 at 6%; with 50% employer match about $135,261 at 4% or $90,174 at 6%; with 100% employer match about $101,446 at 4% or $67,631 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 3 | $253,384 | $17,599 | $5,866iApproximate average salary by contribution assumption: employee only about $146,658 at 4% or $97,772 at 6%; with 50% employer match about $97,772 at 4% or $65,181 at 6%; with 100% employer match about $73,329 at 4% or $48,886 at 6%. |
| 2002 | 2 | 3 | $459,007 | $26,791 | $8,930iApproximate average salary by contribution assumption: employee only about $223,258 at 4% or $148,839 at 6%; with 50% employer match about $148,839 at 4% or $99,226 at 6%; with 100% employer match about $111,629 at 4% or $74,419 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 3 | $251,612 | $13,574 | $4,525iApproximate average salary by contribution assumption: employee only about $113,117 at 4% or $75,411 at 6%; with 50% employer match about $75,411 at 4% or $50,274 at 6%; with 100% employer match about $56,558 at 4% or $37,706 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 3 | $207,395 | $13,217 | $4,406iApproximate average salary by contribution assumption: employee only about $110,142 at 4% or $73,428 at 6%; with 50% employer match about $73,428 at 4% or $48,952 at 6%; with 100% employer match about $55,071 at 4% or $36,714 at 6%. |
| 2001 | 2 | 2 | $472,968 | $34,840 | $17,420iApproximate average salary by contribution assumption: employee only about $435,500 at 4% or $290,333 at 6%; with 50% employer match about $290,333 at 4% or $193,556 at 6%; with 100% employer match about $217,750 at 4% or $145,167 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 2 | $258,671 | $20,739 | $10,370iApproximate average salary by contribution assumption: employee only about $259,238 at 4% or $172,825 at 6%; with 50% employer match about $172,825 at 4% or $115,217 at 6%; with 100% employer match about $129,619 at 4% or $86,413 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 2 | $214,297 | $14,101 | $7,051iApproximate average salary by contribution assumption: employee only about $176,263 at 4% or $117,508 at 6%; with 50% employer match about $117,508 at 4% or $78,339 at 6%; with 100% employer match about $88,131 at 4% or $58,754 at 6%. |
| 2000 | 2 | 3 | $472,347 | $36,898 | $12,299iApproximate average salary by contribution assumption: employee only about $307,483 at 4% or $204,989 at 6%; with 50% employer match about $204,989 at 4% or $136,659 at 6%; with 100% employer match about $153,742 at 4% or $102,494 at 6%. |
| Robert a. Shea, D.M.D. Profit Sharing Plan and Trust | - | 3 | $265,815 | $20,470 | $6,823iApproximate average salary by contribution assumption: employee only about $170,583 at 4% or $113,722 at 6%; with 50% employer match about $113,722 at 4% or $75,815 at 6%; with 100% employer match about $85,292 at 4% or $56,861 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 3 | $206,532 | $16,428 | $5,476iApproximate average salary by contribution assumption: employee only about $136,900 at 4% or $91,267 at 6%; with 50% employer match about $91,267 at 4% or $60,844 at 6%; with 100% employer match about $68,450 at 4% or $45,633 at 6%. |
| 1999 | 1 | 3 | $180,505 | $16,351 | $5,450iApproximate average salary by contribution assumption: employee only about $136,258 at 4% or $90,839 at 6%; with 50% employer match about $90,839 at 4% or $60,559 at 6%; with 100% employer match about $68,129 at 4% or $45,419 at 6%. |
| Robert a. Shea, D.M.D. Money Purchase Plan and Trust | - | 3 | $180,505 | $16,351 | $5,450iApproximate average salary by contribution assumption: employee only about $136,258 at 4% or $90,839 at 6%; with 50% employer match about $90,839 at 4% or $60,559 at 6%; with 100% employer match about $68,129 at 4% or $45,419 at 6%. |