Civic Intelligence

Shustak Jalil & Heller

Plan context: Shustak Jalil & Heller Profit Sharing Trust

EIN 13-3651163 • San Diego, CA • 32 filings • 9 plans

401 West A Street #2200San Diego, CA 92101
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$4,765,421

2024 Contributions

$660,117

Historical Graphs

Total Assets Over Time

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

$4,765,421$2,382,711$0199920132024YearValue
$4,765,421Latest year 2024

Participants Over Time

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

1890199920122024YearValue
18Latest year 2024

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
2024218$4,765,421$660,117$36,673iApproximate average salary by contribution assumption: employee only about $916,829 at 4% or $611,219 at 6%; with 50% employer match about $611,219 at 4% or $407,480 at 6%; with 100% employer match about $458,415 at 4% or $305,610 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-18$2,532,861$365,117$20,284iApproximate average salary by contribution assumption: employee only about $507,107 at 4% or $338,071 at 6%; with 50% employer match about $338,071 at 4% or $225,381 at 6%; with 100% employer match about $253,553 at 4% or $169,036 at 6%.
SHUSTAK REYNOLDS & PARTNERS, P.C. CASH BALANCE PLAN-10$2,232,560$295,000$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
2023215$3,633,053$508,388$33,893iApproximate average salary by contribution assumption: employee only about $847,313 at 4% or $564,876 at 6%; with 50% employer match about $564,876 at 4% or $376,584 at 6%; with 100% employer match about $423,657 at 4% or $282,438 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-15$1,884,897$175,626$11,708iApproximate average salary by contribution assumption: employee only about $292,710 at 4% or $195,140 at 6%; with 50% employer match about $195,140 at 4% or $130,093 at 6%; with 100% employer match about $146,355 at 4% or $97,570 at 6%.
SHUSTAK REYNOLDS & PARTNERS, P.C. CASH BALANCE PLAN-8$1,748,156$332,762$41,595iApproximate average salary by contribution assumption: employee only about $1,039,881 at 4% or $693,254 at 6%; with 50% employer match about $693,254 at 4% or $462,169 at 6%; with 100% employer match about $519,941 at 4% or $346,627 at 6%.
2022215$2,976,879$535,943$35,730iApproximate average salary by contribution assumption: employee only about $893,238 at 4% or $595,492 at 6%; with 50% employer match about $595,492 at 4% or $396,995 at 6%; with 100% employer match about $446,619 at 4% or $297,746 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-15$1,671,531$198,200$13,213iApproximate average salary by contribution assumption: employee only about $330,333 at 4% or $220,222 at 6%; with 50% employer match about $220,222 at 4% or $146,815 at 6%; with 100% employer match about $165,167 at 4% or $110,111 at 6%.
SHUSTAK REYNOLDS & PARTNERS, P.C. CASH BALANCE PLAN-13$1,305,348$337,743$25,980iApproximate average salary by contribution assumption: employee only about $649,506 at 4% or $433,004 at 6%; with 50% employer match about $433,004 at 4% or $288,669 at 6%; with 100% employer match about $324,753 at 4% or $216,502 at 6%.
2021212$2,833,263$498,489$41,541iApproximate average salary by contribution assumption: employee only about $1,038,519 at 4% or $692,346 at 6%; with 50% employer match about $692,346 at 4% or $461,564 at 6%; with 100% employer match about $519,259 at 4% or $346,173 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-12$1,768,092$156,693$13,058iApproximate average salary by contribution assumption: employee only about $326,444 at 4% or $217,629 at 6%; with 50% employer match about $217,629 at 4% or $145,086 at 6%; with 100% employer match about $163,222 at 4% or $108,815 at 6%.
SHUSTAK REYNOLDS & PARTNERS, P.C. CASH BALANCE PLAN-9$1,065,171$341,796$37,977iApproximate average salary by contribution assumption: employee only about $949,433 at 4% or $632,956 at 6%; with 50% employer match about $632,956 at 4% or $421,970 at 6%; with 100% employer match about $474,717 at 4% or $316,478 at 6%.
202029$2,116,203$414,488$46,054iApproximate average salary by contribution assumption: employee only about $1,151,356 at 4% or $767,570 at 6%; with 50% employer match about $767,570 at 4% or $511,714 at 6%; with 100% employer match about $575,678 at 4% or $383,785 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-9$1,452,379$112,180$12,464iApproximate average salary by contribution assumption: employee only about $311,611 at 4% or $207,741 at 6%; with 50% employer match about $207,741 at 4% or $138,494 at 6%; with 100% employer match about $155,806 at 4% or $103,870 at 6%.
SHUSTAK REYNOLDS & PARTNERS, P.C. CASH BALANCE PLAN-6$663,824$302,308$50,385iApproximate average salary by contribution assumption: employee only about $1,259,617 at 4% or $839,744 at 6%; with 50% employer match about $839,744 at 4% or $559,830 at 6%; with 100% employer match about $629,808 at 4% or $419,872 at 6%.
201928$1,520,702$422,454$52,807iApproximate average salary by contribution assumption: employee only about $1,320,169 at 4% or $880,113 at 6%; with 50% employer match about $880,113 at 4% or $586,742 at 6%; with 100% employer match about $660,084 at 4% or $440,056 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-8$1,201,940$103,692$12,962iApproximate average salary by contribution assumption: employee only about $324,038 at 4% or $216,025 at 6%; with 50% employer match about $216,025 at 4% or $144,017 at 6%; with 100% employer match about $162,019 at 4% or $108,013 at 6%.
SHUSTAK REYNOLDS & PARTNERS, P.C. CASH BALANCE PLAN-4$318,762$318,762$79,691iApproximate average salary by contribution assumption: employee only about $1,992,263 at 4% or $1,328,175 at 6%; with 50% employer match about $1,328,175 at 4% or $885,450 at 6%; with 100% employer match about $996,131 at 4% or $664,088 at 6%.
201818$998,136$89,344$11,168iApproximate average salary by contribution assumption: employee only about $279,200 at 4% or $186,133 at 6%; with 50% employer match about $186,133 at 4% or $124,089 at 6%; with 100% employer match about $139,600 at 4% or $93,067 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-8$998,136$89,344$11,168iApproximate average salary by contribution assumption: employee only about $279,200 at 4% or $186,133 at 6%; with 50% employer match about $186,133 at 4% or $124,089 at 6%; with 100% employer match about $139,600 at 4% or $93,067 at 6%.
201713$972,361$5,200$1,733iApproximate average salary by contribution assumption: employee only about $43,333 at 4% or $28,889 at 6%; with 50% employer match about $28,889 at 4% or $19,259 at 6%; with 100% employer match about $21,667 at 4% or $14,444 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-3$972,361$5,200$1,733iApproximate average salary by contribution assumption: employee only about $43,333 at 4% or $28,889 at 6%; with 50% employer match about $28,889 at 4% or $19,259 at 6%; with 100% employer match about $21,667 at 4% or $14,444 at 6%.
201613$827,144$5,200$1,733iApproximate average salary by contribution assumption: employee only about $43,333 at 4% or $28,889 at 6%; with 50% employer match about $28,889 at 4% or $19,259 at 6%; with 100% employer match about $21,667 at 4% or $14,444 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-3$827,144$5,200$1,733iApproximate average salary by contribution assumption: employee only about $43,333 at 4% or $28,889 at 6%; with 50% employer match about $28,889 at 4% or $19,259 at 6%; with 100% employer match about $21,667 at 4% or $14,444 at 6%.
201513$772,380$38,393$12,798iApproximate average salary by contribution assumption: employee only about $319,942 at 4% or $213,294 at 6%; with 50% employer match about $213,294 at 4% or $142,196 at 6%; with 100% employer match about $159,971 at 4% or $106,647 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-3$772,380$38,393$12,798iApproximate average salary by contribution assumption: employee only about $319,942 at 4% or $213,294 at 6%; with 50% employer match about $213,294 at 4% or $142,196 at 6%; with 100% employer match about $159,971 at 4% or $106,647 at 6%.
2014110$1,020,796$26,670$2,667iApproximate average salary by contribution assumption: employee only about $66,675 at 4% or $44,450 at 6%; with 50% employer match about $44,450 at 4% or $29,633 at 6%; with 100% employer match about $33,338 at 4% or $22,225 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-10$1,020,796$26,670$2,667iApproximate average salary by contribution assumption: employee only about $66,675 at 4% or $44,450 at 6%; with 50% employer match about $44,450 at 4% or $29,633 at 6%; with 100% employer match about $33,338 at 4% or $22,225 at 6%.
2013110$953,128$26,900$2,690iApproximate average salary by contribution assumption: employee only about $67,250 at 4% or $44,833 at 6%; with 50% employer match about $44,833 at 4% or $29,889 at 6%; with 100% employer match about $33,625 at 4% or $22,417 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-10$953,128$26,900$2,690iApproximate average salary by contribution assumption: employee only about $67,250 at 4% or $44,833 at 6%; with 50% employer match about $44,833 at 4% or $29,889 at 6%; with 100% employer match about $33,625 at 4% or $22,417 at 6%.
2012111$936,202$25,550$2,323iApproximate average salary by contribution assumption: employee only about $58,068 at 4% or $38,712 at 6%; with 50% employer match about $38,712 at 4% or $25,808 at 6%; with 100% employer match about $29,034 at 4% or $19,356 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-11$936,202$25,550$2,323iApproximate average salary by contribution assumption: employee only about $58,068 at 4% or $38,712 at 6%; with 50% employer match about $38,712 at 4% or $25,808 at 6%; with 100% employer match about $29,034 at 4% or $19,356 at 6%.
2011111$994,960$111,417$10,129iApproximate average salary by contribution assumption: employee only about $253,220 at 4% or $168,814 at 6%; with 50% employer match about $168,814 at 4% or $112,542 at 6%; with 100% employer match about $126,610 at 4% or $84,407 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-11$994,960$111,417$10,129iApproximate average salary by contribution assumption: employee only about $253,220 at 4% or $168,814 at 6%; with 50% employer match about $168,814 at 4% or $112,542 at 6%; with 100% employer match about $126,610 at 4% or $84,407 at 6%.
2010111$882,729$102,040$9,276iApproximate average salary by contribution assumption: employee only about $231,909 at 4% or $154,606 at 6%; with 50% employer match about $154,606 at 4% or $103,071 at 6%; with 100% employer match about $115,955 at 4% or $77,303 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-11$882,729$102,040$9,276iApproximate average salary by contribution assumption: employee only about $231,909 at 4% or $154,606 at 6%; with 50% employer match about $154,606 at 4% or $103,071 at 6%; with 100% employer match about $115,955 at 4% or $77,303 at 6%.
200919$711,363$92,282$10,254iApproximate average salary by contribution assumption: employee only about $256,339 at 4% or $170,893 at 6%; with 50% employer match about $170,893 at 4% or $113,928 at 6%; with 100% employer match about $128,169 at 4% or $85,446 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-9$711,363$92,282$10,254iApproximate average salary by contribution assumption: employee only about $256,339 at 4% or $170,893 at 6%; with 50% employer match about $170,893 at 4% or $113,928 at 6%; with 100% employer match about $128,169 at 4% or $85,446 at 6%.
200817$677,375$85,095$12,156iApproximate average salary by contribution assumption: employee only about $303,911 at 4% or $202,607 at 6%; with 50% employer match about $202,607 at 4% or $135,071 at 6%; with 100% employer match about $151,955 at 4% or $101,304 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-7$677,375$85,095$12,156iApproximate average salary by contribution assumption: employee only about $303,911 at 4% or $202,607 at 6%; with 50% employer match about $202,607 at 4% or $135,071 at 6%; with 100% employer match about $151,955 at 4% or $101,304 at 6%.
200714$0$0-
Shustak Jalil & Heller Profit Sharing Trust-4---
200614$1,122,173$30,640$7,660iApproximate average salary by contribution assumption: employee only about $191,500 at 4% or $127,667 at 6%; with 50% employer match about $127,667 at 4% or $85,111 at 6%; with 100% employer match about $95,750 at 4% or $63,833 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-4$1,122,173$30,640$7,660iApproximate average salary by contribution assumption: employee only about $191,500 at 4% or $127,667 at 6%; with 50% employer match about $127,667 at 4% or $85,111 at 6%; with 100% employer match about $95,750 at 4% or $63,833 at 6%.
200516$0$0-
Shustak Jalil & Heller Profit Sharing Trust-6---
200418$988,378$94,853$11,857iApproximate average salary by contribution assumption: employee only about $296,416 at 4% or $197,610 at 6%; with 50% employer match about $197,610 at 4% or $131,740 at 6%; with 100% employer match about $148,208 at 4% or $98,805 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-8$988,378$94,853$11,857iApproximate average salary by contribution assumption: employee only about $296,416 at 4% or $197,610 at 6%; with 50% employer match about $197,610 at 4% or $131,740 at 6%; with 100% employer match about $148,208 at 4% or $98,805 at 6%.
200317$836,862$93,127$13,304iApproximate average salary by contribution assumption: employee only about $332,596 at 4% or $221,731 at 6%; with 50% employer match about $221,731 at 4% or $147,821 at 6%; with 100% employer match about $166,298 at 4% or $110,865 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-7$836,862$93,127$13,304iApproximate average salary by contribution assumption: employee only about $332,596 at 4% or $221,731 at 6%; with 50% employer match about $221,731 at 4% or $147,821 at 6%; with 100% employer match about $166,298 at 4% or $110,865 at 6%.
200216$700,931$90,185$15,031iApproximate average salary by contribution assumption: employee only about $375,771 at 4% or $250,514 at 6%; with 50% employer match about $250,514 at 4% or $167,009 at 6%; with 100% employer match about $187,885 at 4% or $125,257 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-6$700,931$90,185$15,031iApproximate average salary by contribution assumption: employee only about $375,771 at 4% or $250,514 at 6%; with 50% employer match about $250,514 at 4% or $167,009 at 6%; with 100% employer match about $187,885 at 4% or $125,257 at 6%.
200118$763,150$82,929$10,366iApproximate average salary by contribution assumption: employee only about $259,153 at 4% or $172,769 at 6%; with 50% employer match about $172,769 at 4% or $115,179 at 6%; with 100% employer match about $129,577 at 4% or $86,384 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-8$763,150$82,929$10,366iApproximate average salary by contribution assumption: employee only about $259,153 at 4% or $172,769 at 6%; with 50% employer match about $172,769 at 4% or $115,179 at 6%; with 100% employer match about $129,577 at 4% or $86,384 at 6%.
200018$861,091$72,997$9,125iApproximate average salary by contribution assumption: employee only about $228,116 at 4% or $152,077 at 6%; with 50% employer match about $152,077 at 4% or $101,385 at 6%; with 100% employer match about $114,058 at 4% or $76,039 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-8$861,091$72,997$9,125iApproximate average salary by contribution assumption: employee only about $228,116 at 4% or $152,077 at 6%; with 50% employer match about $152,077 at 4% or $101,385 at 6%; with 100% employer match about $114,058 at 4% or $76,039 at 6%.
199916$1,031,902$70,494$11,749iApproximate average salary by contribution assumption: employee only about $293,725 at 4% or $195,817 at 6%; with 50% employer match about $195,817 at 4% or $130,544 at 6%; with 100% employer match about $146,863 at 4% or $97,908 at 6%.
Shustak Jalil & Heller Profit Sharing Trust-6$1,031,902$70,494$11,749iApproximate average salary by contribution assumption: employee only about $293,725 at 4% or $195,817 at 6%; with 50% employer match about $195,817 at 4% or $130,544 at 6%; with 100% employer match about $146,863 at 4% or $97,908 at 6%.