Civic Intelligence

James J. Shen, M.D. PC.

Plan context: James J. Shen, MD PC. 401K Profit Sharing Plan

EIN 13-3064008 • Staten Island, NY • 30 filings • 12 plans

453 Colon AveStaten Island, NY 10308
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,446,137

2017 Contributions

$91,829

Historical Graphs

Total Assets Over Time

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

$1,517,527$758,764$0199920102017YearValue
$1,446,137Latest year 2017

Participants Over Time

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

320199920082017YearValue
3Latest year 2017

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
201713$1,446,137$91,829$30,610iApproximate average salary by contribution assumption: employee only about $765,242 at 4% or $510,161 at 6%; with 50% employer match about $510,161 at 4% or $340,107 at 6%; with 100% employer match about $382,621 at 4% or $255,081 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$1,446,137$91,829$30,610iApproximate average salary by contribution assumption: employee only about $765,242 at 4% or $510,161 at 6%; with 50% employer match about $510,161 at 4% or $340,107 at 6%; with 100% employer match about $382,621 at 4% or $255,081 at 6%.
201613$1,346,440$105,938$35,313iApproximate average salary by contribution assumption: employee only about $882,817 at 4% or $588,544 at 6%; with 50% employer match about $588,544 at 4% or $392,363 at 6%; with 100% employer match about $441,408 at 4% or $294,272 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$1,346,440$105,938$35,313iApproximate average salary by contribution assumption: employee only about $882,817 at 4% or $588,544 at 6%; with 50% employer match about $588,544 at 4% or $392,363 at 6%; with 100% employer match about $441,408 at 4% or $294,272 at 6%.
201513$1,484,483$100,142$33,381iApproximate average salary by contribution assumption: employee only about $834,517 at 4% or $556,344 at 6%; with 50% employer match about $556,344 at 4% or $370,896 at 6%; with 100% employer match about $417,258 at 4% or $278,172 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$1,484,483$100,142$33,381iApproximate average salary by contribution assumption: employee only about $834,517 at 4% or $556,344 at 6%; with 50% employer match about $556,344 at 4% or $370,896 at 6%; with 100% employer match about $417,258 at 4% or $278,172 at 6%.
201413$1,517,527$94,262$31,421iApproximate average salary by contribution assumption: employee only about $785,517 at 4% or $523,678 at 6%; with 50% employer match about $523,678 at 4% or $349,119 at 6%; with 100% employer match about $392,758 at 4% or $261,839 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$1,517,527$94,262$31,421iApproximate average salary by contribution assumption: employee only about $785,517 at 4% or $523,678 at 6%; with 50% employer match about $523,678 at 4% or $349,119 at 6%; with 100% employer match about $392,758 at 4% or $261,839 at 6%.
201313$1,442,734$91,827$30,609iApproximate average salary by contribution assumption: employee only about $765,225 at 4% or $510,150 at 6%; with 50% employer match about $510,150 at 4% or $340,100 at 6%; with 100% employer match about $382,613 at 4% or $255,075 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$1,442,734$91,827$30,609iApproximate average salary by contribution assumption: employee only about $765,225 at 4% or $510,150 at 6%; with 50% employer match about $510,150 at 4% or $340,100 at 6%; with 100% employer match about $382,613 at 4% or $255,075 at 6%.
201213$1,269,754$90,677$30,226iApproximate average salary by contribution assumption: employee only about $755,642 at 4% or $503,761 at 6%; with 50% employer match about $503,761 at 4% or $335,841 at 6%; with 100% employer match about $377,821 at 4% or $251,881 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$1,269,754$90,677$30,226iApproximate average salary by contribution assumption: employee only about $755,642 at 4% or $503,761 at 6%; with 50% employer match about $503,761 at 4% or $335,841 at 6%; with 100% employer match about $377,821 at 4% or $251,881 at 6%.
201113$1,226,670$89,177$29,726iApproximate average salary by contribution assumption: employee only about $743,142 at 4% or $495,428 at 6%; with 50% employer match about $495,428 at 4% or $330,285 at 6%; with 100% employer match about $371,571 at 4% or $247,714 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$1,226,670$89,177$29,726iApproximate average salary by contribution assumption: employee only about $743,142 at 4% or $495,428 at 6%; with 50% employer match about $495,428 at 4% or $330,285 at 6%; with 100% employer match about $371,571 at 4% or $247,714 at 6%.
201013$1,137,714$89,177$29,726iApproximate average salary by contribution assumption: employee only about $743,142 at 4% or $495,428 at 6%; with 50% employer match about $495,428 at 4% or $330,285 at 6%; with 100% employer match about $371,571 at 4% or $247,714 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$1,137,714$89,177$29,726iApproximate average salary by contribution assumption: employee only about $743,142 at 4% or $495,428 at 6%; with 50% employer match about $495,428 at 4% or $330,285 at 6%; with 100% employer match about $371,571 at 4% or $247,714 at 6%.
200923$890,236$407,531$135,844iApproximate average salary by contribution assumption: employee only about $3,396,092 at 4% or $2,264,061 at 6%; with 50% employer match about $2,264,061 at 4% or $1,509,374 at 6%; with 100% employer match about $1,698,046 at 4% or $1,132,031 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$890,236$407,531$135,844iApproximate average salary by contribution assumption: employee only about $3,396,092 at 4% or $2,264,061 at 6%; with 50% employer match about $2,264,061 at 4% or $1,509,374 at 6%; with 100% employer match about $1,698,046 at 4% or $1,132,031 at 6%.
James J. Shen, MD PC Money Purchase Pension Plan-0$0$0-
200823$477,783$55,455$18,485iApproximate average salary by contribution assumption: employee only about $462,125 at 4% or $308,083 at 6%; with 50% employer match about $308,083 at 4% or $205,389 at 6%; with 100% employer match about $231,063 at 4% or $154,042 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$477,783$55,455$18,485iApproximate average salary by contribution assumption: employee only about $462,125 at 4% or $308,083 at 6%; with 50% employer match about $308,083 at 4% or $205,389 at 6%; with 100% employer match about $231,063 at 4% or $154,042 at 6%.
James J. Shen, MD PC Money Purchase Pension Plan-3---
200723$0$0-
James J. Shen, MD PC Money Purchase Pension Plan-3---
James J. Shen, MD PC. 401K Profit Sharing Plan-3---
200623$767,341$87,848$29,283iApproximate average salary by contribution assumption: employee only about $732,067 at 4% or $488,044 at 6%; with 50% employer match about $488,044 at 4% or $325,363 at 6%; with 100% employer match about $366,033 at 4% or $244,022 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$456,892$74,604$24,868iApproximate average salary by contribution assumption: employee only about $621,700 at 4% or $414,467 at 6%; with 50% employer match about $414,467 at 4% or $276,311 at 6%; with 100% employer match about $310,850 at 4% or $207,233 at 6%.
James J. Shen, MD PC Money Purchase Pension Plan-3$310,449$13,244$4,415iApproximate average salary by contribution assumption: employee only about $110,367 at 4% or $73,578 at 6%; with 50% employer match about $73,578 at 4% or $49,052 at 6%; with 100% employer match about $55,183 at 4% or $36,789 at 6%.
200523$643,347$82,554$27,518iApproximate average salary by contribution assumption: employee only about $687,950 at 4% or $458,633 at 6%; with 50% employer match about $458,633 at 4% or $305,756 at 6%; with 100% employer match about $343,975 at 4% or $229,317 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$359,127$67,604$22,535iApproximate average salary by contribution assumption: employee only about $563,367 at 4% or $375,578 at 6%; with 50% employer match about $375,578 at 4% or $250,385 at 6%; with 100% employer match about $281,683 at 4% or $187,789 at 6%.
James J. Shen, MD PC Money Purchase Pension Plan-3$284,220$14,950$4,983iApproximate average salary by contribution assumption: employee only about $124,583 at 4% or $83,056 at 6%; with 50% employer match about $83,056 at 4% or $55,370 at 6%; with 100% employer match about $62,292 at 4% or $41,528 at 6%.
200423$522,594$50,358$16,786iApproximate average salary by contribution assumption: employee only about $419,650 at 4% or $279,767 at 6%; with 50% employer match about $279,767 at 4% or $186,511 at 6%; with 100% employer match about $209,825 at 4% or $139,883 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-3$281,602$28,105$9,368iApproximate average salary by contribution assumption: employee only about $234,208 at 4% or $156,139 at 6%; with 50% employer match about $156,139 at 4% or $104,093 at 6%; with 100% employer match about $117,104 at 4% or $78,069 at 6%.
James J. Shen, MD PC Money Purchase Pension Plan-3$240,992$22,253$7,418iApproximate average salary by contribution assumption: employee only about $185,442 at 4% or $123,628 at 6%; with 50% employer match about $123,628 at 4% or $82,419 at 6%; with 100% employer match about $92,721 at 4% or $61,814 at 6%.
200323$453,446$48,386$16,129iApproximate average salary by contribution assumption: employee only about $403,217 at 4% or $268,811 at 6%; with 50% employer match about $268,811 at 4% or $179,207 at 6%; with 100% employer match about $201,608 at 4% or $134,406 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-2$245,996$24,105$12,053iApproximate average salary by contribution assumption: employee only about $301,313 at 4% or $200,875 at 6%; with 50% employer match about $200,875 at 4% or $133,917 at 6%; with 100% employer match about $150,656 at 4% or $100,438 at 6%.
James J. Shen, MD PC Money Purchase Pension Plan-3$207,450$24,281$8,094iApproximate average salary by contribution assumption: employee only about $202,342 at 4% or $134,894 at 6%; with 50% employer match about $134,894 at 4% or $89,930 at 6%; with 100% employer match about $101,171 at 4% or $67,447 at 6%.
200222$0$0-
James J. Shen, MD PC. 401K Profit Sharing Plan-2---
James J. Shen, MD PC Money Purchase Pension Plan-2---
200122$0$0-
James J. Shen, MD PC Money Purchase Pension Plan-2---
James J. Shen, MD PC. 401K Profit Sharing Plan-2---
200022$0$0-
James J. Shen, MD PC Money Purchase Pension Plan-2---
James J. Shen, MD PC. 401K Profit Sharing Plan-2---
199922$942,141$33,290$16,645iApproximate average salary by contribution assumption: employee only about $416,125 at 4% or $277,417 at 6%; with 50% employer match about $277,417 at 4% or $184,944 at 6%; with 100% employer match about $208,063 at 4% or $138,708 at 6%.
James J. Shen, MD PC. 401K Profit Sharing Plan-2$669,169$16,347$8,174iApproximate average salary by contribution assumption: employee only about $204,338 at 4% or $136,225 at 6%; with 50% employer match about $136,225 at 4% or $90,817 at 6%; with 100% employer match about $102,169 at 4% or $68,113 at 6%.
James J. Shen, MD PC Money Purchase Pension Plan-2$272,972$16,943$8,472iApproximate average salary by contribution assumption: employee only about $211,788 at 4% or $141,192 at 6%; with 50% employer match about $141,192 at 4% or $94,128 at 6%; with 100% employer match about $105,894 at 4% or $70,596 at 6%.