Civic Intelligence

Perry a. Shulman, CPA

Plan context: Perry a. Shulman, CPA Retirement Plan

EIN 11-3130322 • Woodmere, NY • 18 filings • 1 plans

337 Church AvenueWoodmere, NY 11598
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$1,034,368

2019 Contributions

$41,000

Historical Graphs

Total Assets Over Time

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

$1,120,037$560,019$0200320122019YearValue
$1,034,368Latest year 2019

Participants Over Time

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

420200220112019YearValue
1Latest year 2019

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
201911$1,034,368$0-
Perry a. Shulman, CPA Retirement Plan-1$1,034,368--
201811$898,640$0-
Perry a. Shulman, CPA Retirement Plan-1$898,640--
201711$939,190$0-
Perry a. Shulman, CPA Retirement Plan-1$939,190--
201611$876,780$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Perry a. Shulman, CPA Retirement Plan-1$876,780$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
201511$842,200$2,838$2,838iApproximate average salary by contribution assumption: employee only about $70,950 at 4% or $47,300 at 6%; with 50% employer match about $47,300 at 4% or $31,533 at 6%; with 100% employer match about $35,475 at 4% or $23,650 at 6%.
Perry a. Shulman, CPA Retirement Plan-1$842,200$2,838$2,838iApproximate average salary by contribution assumption: employee only about $70,950 at 4% or $47,300 at 6%; with 50% employer match about $47,300 at 4% or $31,533 at 6%; with 100% employer match about $35,475 at 4% or $23,650 at 6%.
201412$1,109,073$21,772$10,886iApproximate average salary by contribution assumption: employee only about $272,150 at 4% or $181,433 at 6%; with 50% employer match about $181,433 at 4% or $120,956 at 6%; with 100% employer match about $136,075 at 4% or $90,717 at 6%.
Perry a. Shulman, CPA Retirement Plan-2$1,109,073$21,772$10,886iApproximate average salary by contribution assumption: employee only about $272,150 at 4% or $181,433 at 6%; with 50% employer match about $181,433 at 4% or $120,956 at 6%; with 100% employer match about $136,075 at 4% or $90,717 at 6%.
201313$1,120,037$19,785$6,595iApproximate average salary by contribution assumption: employee only about $164,875 at 4% or $109,917 at 6%; with 50% employer match about $109,917 at 4% or $73,278 at 6%; with 100% employer match about $82,438 at 4% or $54,958 at 6%.
Perry a. Shulman, CPA Retirement Plan-3$1,120,037$19,785$6,595iApproximate average salary by contribution assumption: employee only about $164,875 at 4% or $109,917 at 6%; with 50% employer match about $109,917 at 4% or $73,278 at 6%; with 100% employer match about $82,438 at 4% or $54,958 at 6%.
201213$979,737$19,884$6,628iApproximate average salary by contribution assumption: employee only about $165,700 at 4% or $110,467 at 6%; with 50% employer match about $110,467 at 4% or $73,644 at 6%; with 100% employer match about $82,850 at 4% or $55,233 at 6%.
Perry a. Shulman, CPA Retirement Plan-3$979,737$19,884$6,628iApproximate average salary by contribution assumption: employee only about $165,700 at 4% or $110,467 at 6%; with 50% employer match about $110,467 at 4% or $73,644 at 6%; with 100% employer match about $82,850 at 4% or $55,233 at 6%.
201113$875,602$29,856$9,952iApproximate average salary by contribution assumption: employee only about $248,800 at 4% or $165,867 at 6%; with 50% employer match about $165,867 at 4% or $110,578 at 6%; with 100% employer match about $124,400 at 4% or $82,933 at 6%.
Perry a. Shulman, CPA Retirement Plan-3$875,602$29,856$9,952iApproximate average salary by contribution assumption: employee only about $248,800 at 4% or $165,867 at 6%; with 50% employer match about $165,867 at 4% or $110,578 at 6%; with 100% employer match about $124,400 at 4% or $82,933 at 6%.
201013$881,031$29,354$9,785iApproximate average salary by contribution assumption: employee only about $244,617 at 4% or $163,078 at 6%; with 50% employer match about $163,078 at 4% or $108,719 at 6%; with 100% employer match about $122,308 at 4% or $81,539 at 6%.
Perry a. Shulman, CPA Retirement Plan-3$881,031$29,354$9,785iApproximate average salary by contribution assumption: employee only about $244,617 at 4% or $163,078 at 6%; with 50% employer match about $163,078 at 4% or $108,719 at 6%; with 100% employer match about $122,308 at 4% or $81,539 at 6%.
200913$798,957$55,627$18,542iApproximate average salary by contribution assumption: employee only about $463,558 at 4% or $309,039 at 6%; with 50% employer match about $309,039 at 4% or $206,026 at 6%; with 100% employer match about $231,779 at 4% or $154,519 at 6%.
Perry a. Shulman, CPA Retirement Plan-3$798,957$55,627$18,542iApproximate average salary by contribution assumption: employee only about $463,558 at 4% or $309,039 at 6%; with 50% employer match about $309,039 at 4% or $206,026 at 6%; with 100% employer match about $231,779 at 4% or $154,519 at 6%.
200814$0$0-
Perry a. Shulman, CPA Retirement Plan-4---
200714$0$0-
Perry a. Shulman, CPA Retirement Plan-4---
200614$660,255$79,505$19,876iApproximate average salary by contribution assumption: employee only about $496,906 at 4% or $331,271 at 6%; with 50% employer match about $331,271 at 4% or $220,847 at 6%; with 100% employer match about $248,453 at 4% or $165,635 at 6%.
Perry a. Shulman, CPA Retirement Plan-4$660,255$79,505$19,876iApproximate average salary by contribution assumption: employee only about $496,906 at 4% or $331,271 at 6%; with 50% employer match about $331,271 at 4% or $220,847 at 6%; with 100% employer match about $248,453 at 4% or $165,635 at 6%.
200512$530,907$48,303$24,152iApproximate average salary by contribution assumption: employee only about $603,788 at 4% or $402,525 at 6%; with 50% employer match about $402,525 at 4% or $268,350 at 6%; with 100% employer match about $301,894 at 4% or $201,263 at 6%.
Perry a. Shulman, CPA Retirement Plan-2$530,907$48,303$24,152iApproximate average salary by contribution assumption: employee only about $603,788 at 4% or $402,525 at 6%; with 50% employer match about $402,525 at 4% or $268,350 at 6%; with 100% employer match about $301,894 at 4% or $201,263 at 6%.
200412$457,836$49,240$24,620iApproximate average salary by contribution assumption: employee only about $615,500 at 4% or $410,333 at 6%; with 50% employer match about $410,333 at 4% or $273,556 at 6%; with 100% employer match about $307,750 at 4% or $205,167 at 6%.
Perry a. Shulman, CPA Retirement Plan-2$457,836$49,240$24,620iApproximate average salary by contribution assumption: employee only about $615,500 at 4% or $410,333 at 6%; with 50% employer match about $410,333 at 4% or $273,556 at 6%; with 100% employer match about $307,750 at 4% or $205,167 at 6%.
200312$375,892$45,005$22,503iApproximate average salary by contribution assumption: employee only about $562,563 at 4% or $375,042 at 6%; with 50% employer match about $375,042 at 4% or $250,028 at 6%; with 100% employer match about $281,281 at 4% or $187,521 at 6%.
Perry a. Shulman, CPA Retirement Plan-2$375,892$45,005$22,503iApproximate average salary by contribution assumption: employee only about $562,563 at 4% or $375,042 at 6%; with 50% employer match about $375,042 at 4% or $250,028 at 6%; with 100% employer match about $281,281 at 4% or $187,521 at 6%.
200212$0$0-
Perry a. Shulman, CPA Retirement Plan-2---