Civic Intelligence

Sheldon Davis Associates Inc.

Plan context: Sheldon Davis Associates Inc. Profit Sharing Trust

EIN 13-3050505 • Boca Raton, FL • 24 filings • 4 plans

17934 Milburn WayBoca Raton, FL 33498-6424
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$1,743,149

2012 Contributions

$98,000

Historical Graphs

Total Assets Over Time

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

$2,260,149$1,130,075$0199920102011YearValue
$1,743,149Latest year 2011

Participants Over Time

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

210199920052011YearValue
2Latest 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-
Sheldon Davis Associates Inc. Profit Sharing Trust-0$0$0-
201112$1,743,149$0-
Sheldon Davis Associates Inc. Profit Sharing Trust-2$1,743,149$0-
201012$1,692,788$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
Sheldon Davis Associates Inc. Profit Sharing Trust-2$1,692,788$98,000$49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%.
200912$1,861,121$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Sheldon Davis Associates Inc. Profit Sharing Trust-2$1,861,121$49,000$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
200822$0$0-
Sheldon Davis Associates Inc. Pension Trust-1---
Sheldon Davis Associates Inc. Profit Sharing Trust-2---
200722$0$0-
Sheldon Davis Associates Inc. Pension Trust-1---
Sheldon Davis Associates Inc. Profit Sharing Trust-2---
200622$0$0-
Sheldon Davis Associates Inc. Pension Trust-1---
Sheldon Davis Associates Inc. Profit Sharing Trust-2---
200522$0$0-
Sheldon Davis Associates Inc. Profit Sharing Trust-2---
Sheldon Davis Associates Inc. Pension Trust-1---
200422$0$0-
Sheldon Davis Associates Inc. Profit Sharing Trust-2---
Sheldon Davis Associates Inc. Pension Trust-2---
200322$0$0-
Sheldon Davis Associates Inc. Profit Sharing Trust-2---
Sheldon Davis Associates Inc. Pension Trust-2---
200222$0$0-
Sheldon Davis Associates Inc. Profit Sharing Trust-2---
Sheldon Davis Associates Inc. Pension Trust-2---
200122$0$0-
Sheldon Davis Associates Inc. Pension Trust-2---
Sheldon Davis Associates Inc. Profit Sharing Trust-2---
200022$0$0-
Sheldon Davis Associates Inc. Profit Sharing Trust-2---
Sheldon Davis Associates Inc. Pension Trust-2---
199922$2,260,149$1,500$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
Sheldon Davis Associates Inc. Profit Sharing Trust-2$2,030,329$1,500$750iApproximate average salary by contribution assumption: employee only about $18,750 at 4% or $12,500 at 6%; with 50% employer match about $12,500 at 4% or $8,333 at 6%; with 100% employer match about $9,375 at 4% or $6,250 at 6%.
Sheldon Davis Associates Inc. Pension Trust-2$229,820--