Civic Intelligence

ALFRED AND STEPHANIE SHUMAN

Plan context: ALFRED AND STEPHANIE SHUMAN 401K PLAN

EIN 13-3995114 • East Hampton, NY • 6 filings • 1 plans

33 Windmill LaneEast Hampton, NY 11937
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$370,622

2025 Contributions

$58,935

Historical Graphs

Total Assets Over Time

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

$370,622$185,311$0202020232025YearValue
$370,622Latest year 2025

Participants Over Time

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

420202020232025YearValue
4Latest year 2025

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
202514$370,622$58,935$14,734iApproximate average salary by contribution assumption: employee only about $368,344 at 4% or $245,563 at 6%; with 50% employer match about $245,563 at 4% or $163,708 at 6%; with 100% employer match about $184,172 at 4% or $122,781 at 6%.
ALFRED AND STEPHANIE SHUMAN 401K PLAN-4$370,622$58,935$14,734iApproximate average salary by contribution assumption: employee only about $368,344 at 4% or $245,563 at 6%; with 50% employer match about $245,563 at 4% or $163,708 at 6%; with 100% employer match about $184,172 at 4% or $122,781 at 6%.
202414$269,154$53,070$13,268iApproximate average salary by contribution assumption: employee only about $331,688 at 4% or $221,125 at 6%; with 50% employer match about $221,125 at 4% or $147,417 at 6%; with 100% employer match about $165,844 at 4% or $110,563 at 6%.
ALFRED AND STEPHANIE SHUMAN 401K PLAN-4$269,154$53,070$13,268iApproximate average salary by contribution assumption: employee only about $331,688 at 4% or $221,125 at 6%; with 50% employer match about $221,125 at 4% or $147,417 at 6%; with 100% employer match about $165,844 at 4% or $110,563 at 6%.
202314$185,278$52,601$13,150iApproximate average salary by contribution assumption: employee only about $328,756 at 4% or $219,171 at 6%; with 50% employer match about $219,171 at 4% or $146,114 at 6%; with 100% employer match about $164,378 at 4% or $109,585 at 6%.
ALFRED AND STEPHANIE SHUMAN 401K PLAN-4$185,278$52,601$13,150iApproximate average salary by contribution assumption: employee only about $328,756 at 4% or $219,171 at 6%; with 50% employer match about $219,171 at 4% or $146,114 at 6%; with 100% employer match about $164,378 at 4% or $109,585 at 6%.
202214$109,076$51,995$12,999iApproximate average salary by contribution assumption: employee only about $324,969 at 4% or $216,646 at 6%; with 50% employer match about $216,646 at 4% or $144,431 at 6%; with 100% employer match about $162,484 at 4% or $108,323 at 6%.
ALFRED AND STEPHANIE SHUMAN 401K PLAN-4$109,076$51,995$12,999iApproximate average salary by contribution assumption: employee only about $324,969 at 4% or $216,646 at 6%; with 50% employer match about $216,646 at 4% or $144,431 at 6%; with 100% employer match about $162,484 at 4% or $108,323 at 6%.
202114$72,151$38,354$9,589iApproximate average salary by contribution assumption: employee only about $239,713 at 4% or $159,808 at 6%; with 50% employer match about $159,808 at 4% or $106,539 at 6%; with 100% employer match about $119,856 at 4% or $79,904 at 6%.
ALFRED AND STEPHANIE SHUMAN 401K PLAN-4$72,151$38,354$9,589iApproximate average salary by contribution assumption: employee only about $239,713 at 4% or $159,808 at 6%; with 50% employer match about $159,808 at 4% or $106,539 at 6%; with 100% employer match about $119,856 at 4% or $79,904 at 6%.
202014$26,714$25,225$6,306iApproximate average salary by contribution assumption: employee only about $157,656 at 4% or $105,104 at 6%; with 50% employer match about $105,104 at 4% or $70,069 at 6%; with 100% employer match about $78,828 at 4% or $52,552 at 6%.
ALFRED AND STEPHANIE SHUMAN 401K PLAN-4$26,714$25,225$6,306iApproximate average salary by contribution assumption: employee only about $157,656 at 4% or $105,104 at 6%; with 50% employer match about $105,104 at 4% or $70,069 at 6%; with 100% employer match about $78,828 at 4% or $52,552 at 6%.