Civic Intelligence

Joel Shugar, M.D. & Peter Bernard

Plan context: Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust

EIN 13-3109220 • New York, NY • 23 filings • 4 plans

55 East 87th StreetNew York, NY 10128
Current Snapshot

Latest Year

2017

2017 Participants

6

2017 Assets

$6,683,921

2017 Contributions

$100,003

Historical Graphs

Total Assets Over Time

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

$6,683,921$3,341,961$0199920082016YearValue
$6,683,921Latest year 2016

Participants Over Time

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

740199920082016YearValue
6Latest year 2016

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
201710$0$100,003-
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-0$0$100,003-
201616$6,683,921$115,875$19,313iApproximate average salary by contribution assumption: employee only about $482,813 at 4% or $321,875 at 6%; with 50% employer match about $321,875 at 4% or $214,583 at 6%; with 100% employer match about $241,406 at 4% or $160,938 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$6,683,921$115,875$19,313iApproximate average salary by contribution assumption: employee only about $482,813 at 4% or $321,875 at 6%; with 50% employer match about $321,875 at 4% or $214,583 at 6%; with 100% employer match about $241,406 at 4% or $160,938 at 6%.
201516$6,323,747$115,804$19,301iApproximate average salary by contribution assumption: employee only about $482,517 at 4% or $321,678 at 6%; with 50% employer match about $321,678 at 4% or $214,452 at 6%; with 100% employer match about $241,258 at 4% or $160,839 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$6,323,747$115,804$19,301iApproximate average salary by contribution assumption: employee only about $482,517 at 4% or $321,678 at 6%; with 50% employer match about $321,678 at 4% or $214,452 at 6%; with 100% employer match about $241,258 at 4% or $160,839 at 6%.
201416$6,115,820$113,387$18,898iApproximate average salary by contribution assumption: employee only about $472,446 at 4% or $314,964 at 6%; with 50% employer match about $314,964 at 4% or $209,976 at 6%; with 100% employer match about $236,223 at 4% or $157,482 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$6,115,820$113,387$18,898iApproximate average salary by contribution assumption: employee only about $472,446 at 4% or $314,964 at 6%; with 50% employer match about $314,964 at 4% or $209,976 at 6%; with 100% employer match about $236,223 at 4% or $157,482 at 6%.
201316$5,612,271$111,310$18,552iApproximate average salary by contribution assumption: employee only about $463,792 at 4% or $309,194 at 6%; with 50% employer match about $309,194 at 4% or $206,130 at 6%; with 100% employer match about $231,896 at 4% or $154,597 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$5,612,271$111,310$18,552iApproximate average salary by contribution assumption: employee only about $463,792 at 4% or $309,194 at 6%; with 50% employer match about $309,194 at 4% or $206,130 at 6%; with 100% employer match about $231,896 at 4% or $154,597 at 6%.
201216$5,428,984$262,433$43,739iApproximate average salary by contribution assumption: employee only about $1,093,471 at 4% or $728,981 at 6%; with 50% employer match about $728,981 at 4% or $485,987 at 6%; with 100% employer match about $546,735 at 4% or $364,490 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$5,428,984$262,433$43,739iApproximate average salary by contribution assumption: employee only about $1,093,471 at 4% or $728,981 at 6%; with 50% employer match about $728,981 at 4% or $485,987 at 6%; with 100% employer match about $546,735 at 4% or $364,490 at 6%.
201116$4,774,308$107,101$17,850iApproximate average salary by contribution assumption: employee only about $446,254 at 4% or $297,503 at 6%; with 50% employer match about $297,503 at 4% or $198,335 at 6%; with 100% employer match about $223,127 at 4% or $148,751 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$4,774,308$107,101$17,850iApproximate average salary by contribution assumption: employee only about $446,254 at 4% or $297,503 at 6%; with 50% employer match about $297,503 at 4% or $198,335 at 6%; with 100% employer match about $223,127 at 4% or $148,751 at 6%.
201016$4,557,106$106,966$17,828iApproximate average salary by contribution assumption: employee only about $445,692 at 4% or $297,128 at 6%; with 50% employer match about $297,128 at 4% or $198,085 at 6%; with 100% employer match about $222,846 at 4% or $148,564 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$4,557,106$106,966$17,828iApproximate average salary by contribution assumption: employee only about $445,692 at 4% or $297,128 at 6%; with 50% employer match about $297,128 at 4% or $198,085 at 6%; with 100% employer match about $222,846 at 4% or $148,564 at 6%.
200916$4,219,870$106,757$17,793iApproximate average salary by contribution assumption: employee only about $444,821 at 4% or $296,547 at 6%; with 50% employer match about $296,547 at 4% or $197,698 at 6%; with 100% employer match about $222,410 at 4% or $148,274 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$4,219,870$106,757$17,793iApproximate average salary by contribution assumption: employee only about $444,821 at 4% or $296,547 at 6%; with 50% employer match about $296,547 at 4% or $197,698 at 6%; with 100% employer match about $222,410 at 4% or $148,274 at 6%.
200816$3,919,175$99,720$16,620iApproximate average salary by contribution assumption: employee only about $415,500 at 4% or $277,000 at 6%; with 50% employer match about $277,000 at 4% or $184,667 at 6%; with 100% employer match about $207,750 at 4% or $138,500 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$3,919,175$99,720$16,620iApproximate average salary by contribution assumption: employee only about $415,500 at 4% or $277,000 at 6%; with 50% employer match about $277,000 at 4% or $184,667 at 6%; with 100% employer match about $207,750 at 4% or $138,500 at 6%.
200715$3,669,774$97,612$19,522iApproximate average salary by contribution assumption: employee only about $488,060 at 4% or $325,373 at 6%; with 50% employer match about $325,373 at 4% or $216,916 at 6%; with 100% employer match about $244,030 at 4% or $162,687 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-5$3,669,774$97,612$19,522iApproximate average salary by contribution assumption: employee only about $488,060 at 4% or $325,373 at 6%; with 50% employer match about $325,373 at 4% or $216,916 at 6%; with 100% employer match about $244,030 at 4% or $162,687 at 6%.
200615$3,349,028$95,371$19,074iApproximate average salary by contribution assumption: employee only about $476,855 at 4% or $317,903 at 6%; with 50% employer match about $317,903 at 4% or $211,936 at 6%; with 100% employer match about $238,428 at 4% or $158,952 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-5$3,349,028$95,371$19,074iApproximate average salary by contribution assumption: employee only about $476,855 at 4% or $317,903 at 6%; with 50% employer match about $317,903 at 4% or $211,936 at 6%; with 100% employer match about $238,428 at 4% or $158,952 at 6%.
200516$3,097,400$92,259$15,377iApproximate average salary by contribution assumption: employee only about $384,413 at 4% or $256,275 at 6%; with 50% employer match about $256,275 at 4% or $170,850 at 6%; with 100% employer match about $192,206 at 4% or $128,138 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$3,097,400$92,259$15,377iApproximate average salary by contribution assumption: employee only about $384,413 at 4% or $256,275 at 6%; with 50% employer match about $256,275 at 4% or $170,850 at 6%; with 100% employer match about $192,206 at 4% or $128,138 at 6%.
200416$2,905,119$88,015$14,669iApproximate average salary by contribution assumption: employee only about $366,729 at 4% or $244,486 at 6%; with 50% employer match about $244,486 at 4% or $162,991 at 6%; with 100% employer match about $183,365 at 4% or $122,243 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$2,905,119$88,015$14,669iApproximate average salary by contribution assumption: employee only about $366,729 at 4% or $244,486 at 6%; with 50% employer match about $244,486 at 4% or $162,991 at 6%; with 100% employer match about $183,365 at 4% or $122,243 at 6%.
200316$2,692,601$87,633$14,606iApproximate average salary by contribution assumption: employee only about $365,138 at 4% or $243,425 at 6%; with 50% employer match about $243,425 at 4% or $162,283 at 6%; with 100% employer match about $182,569 at 4% or $121,713 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$2,692,601$87,633$14,606iApproximate average salary by contribution assumption: employee only about $365,138 at 4% or $243,425 at 6%; with 50% employer match about $243,425 at 4% or $162,283 at 6%; with 100% employer match about $182,569 at 4% or $121,713 at 6%.
200227$2,436,592$89,312$12,759iApproximate average salary by contribution assumption: employee only about $318,971 at 4% or $212,648 at 6%; with 50% employer match about $212,648 at 4% or $141,765 at 6%; with 100% employer match about $159,486 at 4% or $106,324 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-7$2,436,592$89,312$12,759iApproximate average salary by contribution assumption: employee only about $318,971 at 4% or $212,648 at 6%; with 50% employer match about $212,648 at 4% or $141,765 at 6%; with 100% employer match about $159,486 at 4% or $106,324 at 6%.
Pension Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC., Retirement Trust-0---
200126$2,177,500$74,730$12,455iApproximate average salary by contribution assumption: employee only about $311,375 at 4% or $207,583 at 6%; with 50% employer match about $207,583 at 4% or $138,389 at 6%; with 100% employer match about $155,688 at 4% or $103,792 at 6%.
Pension Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC., Retirement Trust-6$1,741,220$73,697$12,283iApproximate average salary by contribution assumption: employee only about $307,071 at 4% or $204,714 at 6%; with 50% employer match about $204,714 at 4% or $136,476 at 6%; with 100% employer match about $153,535 at 4% or $102,357 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-6$436,280$1,033$172iApproximate average salary by contribution assumption: employee only about $4,304 at 4% or $2,869 at 6%; with 50% employer match about $2,869 at 4% or $1,913 at 6%; with 100% employer match about $2,152 at 4% or $1,435 at 6%.
200024$2,033,982$63,418$15,855iApproximate average salary by contribution assumption: employee only about $396,363 at 4% or $264,242 at 6%; with 50% employer match about $264,242 at 4% or $176,161 at 6%; with 100% employer match about $198,181 at 4% or $132,121 at 6%.
Pension Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC., Retirement Trust-4$1,616,925$60,623$15,156iApproximate average salary by contribution assumption: employee only about $378,894 at 4% or $252,596 at 6%; with 50% employer match about $252,596 at 4% or $168,397 at 6%; with 100% employer match about $189,447 at 4% or $126,298 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-4$417,057$2,795$699iApproximate average salary by contribution assumption: employee only about $17,469 at 4% or $11,646 at 6%; with 50% employer match about $11,646 at 4% or $7,764 at 6%; with 100% employer match about $8,734 at 4% or $5,823 at 6%.
199924$1,780,967$62,309$15,577iApproximate average salary by contribution assumption: employee only about $389,431 at 4% or $259,621 at 6%; with 50% employer match about $259,621 at 4% or $173,081 at 6%; with 100% employer match about $194,716 at 4% or $129,810 at 6%.
Pension Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC., Retirement Trust-4$1,408,106$61,780$15,445iApproximate average salary by contribution assumption: employee only about $386,125 at 4% or $257,417 at 6%; with 50% employer match about $257,417 at 4% or $171,611 at 6%; with 100% employer match about $193,063 at 4% or $128,708 at 6%.
Profit Sharing Plan Under Joel M.A. Shugar, M.D. & Peter Bernard, M.D. PC. Retirement Trust-4$372,861$529$132iApproximate average salary by contribution assumption: employee only about $3,306 at 4% or $2,204 at 6%; with 50% employer match about $2,204 at 4% or $1,469 at 6%; with 100% employer match about $1,653 at 4% or $1,102 at 6%.