Shane Yurman & Co
Plan context: Shane Yurman & Co Defined Benefit Plan
EIN 13-3126971 • Monsey, NY • 32 filings • 5 plans
Current Snapshot
Latest Year
2014
2014 Participants
4
2014 Assets
$1,469,269
2014 Contributions
$50,000
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 |
|---|---|---|---|---|---|
| 2014 | 2 | 0 | $0 | $0 | - |
| Shane Yurman & Co Money Purchase Pension Plan | - | 0 | $0 | $0 | - |
| Shane Yurman & Co Defined Benefit Plan | - | 0 | $0 | $0 | - |
| 2013 | 2 | 4 | $1,469,269 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Shane Yurman & Co Defined Benefit Plan | - | 4 | $746,367 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Shane Yurman & Co Money Purchase Pension Plan | - | 4 | $722,902 | $0 | - |
| 2012 | 2 | 4 | $1,209,199 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Shane Yurman & Co Money Purchase Pension Plan | - | 4 | $615,903 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Shane Yurman & Co Defined Benefit Plan | - | 4 | $593,296 | $0 | - |
| 2011 | 2 | 4 | $1,108,673 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Shane Yurman & Co Money Purchase Pension Plan | - | 4 | $560,850 | $15,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Shane Yurman & Co Defined Benefit Plan | - | 4 | $547,823 | - | - |
| 2010 | 2 | 4 | $1,113,168 | $17,500 | $4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%. |
| Shane Yurman & Co Money Purchase Pension Plan | - | 4 | $564,345 | $17,500 | $4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%. |
| Shane Yurman & Co Defined Benefit Plan | - | 4 | $548,823 | - | - |
| 2009 | 2 | 4 | $987,687 | $11,000 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| Shane Yurman & Co Money Purchase Pension Plan | - | 4 | $498,462 | $11,000 | $2,750iApproximate average salary by contribution assumption: employee only about $68,750 at 4% or $45,833 at 6%; with 50% employer match about $45,833 at 4% or $30,556 at 6%; with 100% employer match about $34,375 at 4% or $22,917 at 6%. |
| Shane Yurman & Co Defined Benefit Plan | - | 4 | $489,225 | - | - |
| 2008 | 2 | 3 | $997,662 | $14,000 | $4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%. |
| Shane Yurman & Co Defined Benefit Plan | - | 3 | $499,731 | - | - |
| Shane Yurman & Co Money Purchase Pension Plan | - | 3 | $497,931 | $14,000 | $4,667iApproximate average salary by contribution assumption: employee only about $116,667 at 4% or $77,778 at 6%; with 50% employer match about $77,778 at 4% or $51,852 at 6%; with 100% employer match about $58,333 at 4% or $38,889 at 6%. |
| 2007 | 2 | 3 | $0 | $0 | - |
| Shane Yurman & Co Money Purchase Pension Plan | - | 3 | - | - | - |
| Shane Yurman & Co Defined Benefit Plan | - | 2 | - | - | - |
| 2006 | 2 | 2 | $1,103,678 | $18,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Shane Yurman & Co Money Purchase Pension Plan | - | 2 | $554,633 | $18,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Shane Yurman & Co Defined Benefit Plan | - | 2 | $549,045 | - | - |
| 2005 | 2 | 2 | $996,289 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Shane Yurman & Co Defined Benefit Plan | - | 2 | $498,771 | - | - |
| Shane Yurman & Co Money Purchase Pension Plan | - | 2 | $497,518 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| 2004 | 2 | 2 | $950,162 | $0 | - |
| Shane Yurman & Co Defined Benefit Plan | - | 2 | $487,003 | - | - |
| Shane Yurman & Co Money Purchase Pension Plan | - | 2 | $463,159 | - | - |
| 2003 | 2 | 3 | $937,010 | $0 | - |
| Shane Yurman & Co Defined Benefit Plan | - | 2 | $490,173 | - | - |
| Shane Yurman & Co Money Purchase Pension Plan | - | 3 | $446,837 | - | - |
| 2002 | 2 | 2 | $0 | $0 | - |
| Shane Yurman & Co Defined Benefit Plan | - | 2 | - | - | - |
| Shane Yurman & Co Money Purchase Pension Plan | - | 2 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Shane Yurman & Co Money Purchase Pension Plan | - | 2 | - | - | - |
| Shane Yurman & Co Defined Benefit Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $0 | $0 | - |
| Shane Yurman & Co Defined Benefit Plan | - | 2 | - | - | - |
| Shane Yurman & Co Money Purchase Pension Plan | - | 2 | - | - | - |
| 1999 | 2 | 2 | $975,885 | $124,508 | $62,254iApproximate average salary by contribution assumption: employee only about $1,556,350 at 4% or $1,037,567 at 6%; with 50% employer match about $1,037,567 at 4% or $691,711 at 6%; with 100% employer match about $778,175 at 4% or $518,783 at 6%. |
| Shane Yurman & Co Defined Benefit Plan | - | 2 | $545,768 | $124,508 | $62,254iApproximate average salary by contribution assumption: employee only about $1,556,350 at 4% or $1,037,567 at 6%; with 50% employer match about $1,037,567 at 4% or $691,711 at 6%; with 100% employer match about $778,175 at 4% or $518,783 at 6%. |
| Shane Yurman & Co Money Purchase Pension Plan | - | 2 | $430,117 | - | - |