Shepard & Bergholtz Phy. Ther. PC.
Plan context: Shepard & Bergholtz Physical Therapists PC. Profit Sharing Plan
EIN 13-2992403 • 11 filings • 2 plans
Current Snapshot
Latest Year
2006
2006 Participants
1
2006 Assets
$2,182,239
2006 Contributions
$58,457
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 |
|---|---|---|---|---|---|
| 2006 | 1 | 1 | $0 | $0 | - |
| Shepard & Bergholtz Physical Therapists PC. Profit Sharing Plan | - | 1 | - | - | - |
| 2005 | 1 | 1 | $0 | $0 | - |
| Shepard & Bergholtz Physical Therapists PC. Profit Sharing Plan | - | 1 | - | - | - |
| 2004 | 1 | 4 | $2,182,239 | $0 | - |
| Shepard & Bergholtz Physical Therapists PC. Profit Sharing Plan | - | 4 | $2,182,239 | - | - |
| 2003 | 1 | 3 | $1,926,511 | $0 | - |
| Shepard & Bergholtz Physical Therapists PC. Profit Sharing Plan | - | 3 | $1,926,511 | - | - |
| 2002 | 1 | 3 | $0 | $0 | - |
| Shepard & Bergholtz Physical Therapists PC. Profit Sharing Plan | - | 3 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Shepard & Bergholtz Physical Therapists PC. Money Purchase Plan | - | 0 | - | - | - |
| Shepard & Bergholtz Physical Therapists PC. Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 4 | $0 | $0 | - |
| Shepard & Bergholtz Physical Therapists PC. Profit Sharing Plan | - | 4 | - | - | - |
| Shepard & Bergholtz Physical Therapists PC. Money Purchase Plan | - | 4 | - | - | - |
| 1999 | 2 | 4 | $1,573,660 | $58,457 | $14,614iApproximate average salary by contribution assumption: employee only about $365,356 at 4% or $243,571 at 6%; with 50% employer match about $243,571 at 4% or $162,381 at 6%; with 100% employer match about $182,678 at 4% or $121,785 at 6%. |
| Shepard & Bergholtz Physical Therapists PC. Money Purchase Plan | - | 4 | $792,404 | $22,716 | $5,679iApproximate average salary by contribution assumption: employee only about $141,975 at 4% or $94,650 at 6%; with 50% employer match about $94,650 at 4% or $63,100 at 6%; with 100% employer match about $70,988 at 4% or $47,325 at 6%. |
| Shepard & Bergholtz Physical Therapists PC. Profit Sharing Plan | - | 4 | $781,256 | $35,741 | $8,935iApproximate average salary by contribution assumption: employee only about $223,381 at 4% or $148,921 at 6%; with 50% employer match about $148,921 at 4% or $99,281 at 6%; with 100% employer match about $111,691 at 4% or $74,460 at 6%. |