Civic Intelligence

Julia Shildkret Real Estate

Plan context: Julia Shildkret Real Estate Profit Sharing Plan

EIN 13-4088552 • So Jamesport, NY • 22 filings • 3 plans

PO Box 172So Jamesport, NY 11970
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$546,842

2024 Contributions

$50,000

Historical Graphs

Total Assets Over Time

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

$4,267,752$2,133,876$0200520152023YearValue
$546,842Latest year 2023

Participants Over Time

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

530200520142023YearValue
3Latest year 2023

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
202410$0$0-
Julia Shildkret Real Estate Profit Sharing Plan-0$0$0-
202313$546,842$0-
Julia Shildkret Real Estate Profit Sharing Plan-3$546,842$0-
202214$498,477$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%.
Julia Shildkret Real Estate Profit Sharing Plan-4$498,477$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%.
202114$489,331$73,778$18,445iApproximate average salary by contribution assumption: employee only about $461,113 at 4% or $307,408 at 6%; with 50% employer match about $307,408 at 4% or $204,939 at 6%; with 100% employer match about $230,556 at 4% or $153,704 at 6%.
Julia Shildkret Real Estate Profit Sharing Plan-4$489,331$73,778$18,445iApproximate average salary by contribution assumption: employee only about $461,113 at 4% or $307,408 at 6%; with 50% employer match about $307,408 at 4% or $204,939 at 6%; with 100% employer match about $230,556 at 4% or $153,704 at 6%.
202014$373,364$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Julia Shildkret Real Estate Profit Sharing Plan-4$373,364$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201914$323,538$65,890$16,473iApproximate average salary by contribution assumption: employee only about $411,813 at 4% or $274,542 at 6%; with 50% employer match about $274,542 at 4% or $183,028 at 6%; with 100% employer match about $205,906 at 4% or $137,271 at 6%.
Julia Shildkret Real Estate Profit Sharing Plan-4$323,538$65,890$16,473iApproximate average salary by contribution assumption: employee only about $411,813 at 4% or $274,542 at 6%; with 50% employer match about $274,542 at 4% or $183,028 at 6%; with 100% employer match about $205,906 at 4% or $137,271 at 6%.
201814$171,116$60,179$15,045iApproximate average salary by contribution assumption: employee only about $376,119 at 4% or $250,746 at 6%; with 50% employer match about $250,746 at 4% or $167,164 at 6%; with 100% employer match about $188,059 at 4% or $125,373 at 6%.
Julia Shildkret Real Estate Profit Sharing Plan-4$171,116$60,179$15,045iApproximate average salary by contribution assumption: employee only about $376,119 at 4% or $250,746 at 6%; with 50% employer match about $250,746 at 4% or $167,164 at 6%; with 100% employer match about $188,059 at 4% or $125,373 at 6%.
201712$111,978$55,385$27,693iApproximate average salary by contribution assumption: employee only about $692,313 at 4% or $461,542 at 6%; with 50% employer match about $461,542 at 4% or $307,694 at 6%; with 100% employer match about $346,156 at 4% or $230,771 at 6%.
Julia Shildkret Real Estate Profit Sharing Plan-2$111,978$55,385$27,693iApproximate average salary by contribution assumption: employee only about $692,313 at 4% or $461,542 at 6%; with 50% employer match about $461,542 at 4% or $307,694 at 6%; with 100% employer match about $346,156 at 4% or $230,771 at 6%.
201634$4,267,752$54,199$13,550iApproximate average salary by contribution assumption: employee only about $338,744 at 4% or $225,829 at 6%; with 50% employer match about $225,829 at 4% or $150,553 at 6%; with 100% employer match about $169,372 at 4% or $112,915 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-4$4,213,553$0-
Julia Shildkret Real Estate Profit Sharing Plan-2$54,199$54,199$27,100iApproximate average salary by contribution assumption: employee only about $677,488 at 4% or $451,658 at 6%; with 50% employer match about $451,658 at 4% or $301,106 at 6%; with 100% employer match about $338,744 at 4% or $225,829 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-0$0$0-
201514$4,220,646$435,000$108,750iApproximate average salary by contribution assumption: employee only about $2,718,750 at 4% or $1,812,500 at 6%; with 50% employer match about $1,812,500 at 4% or $1,208,333 at 6%; with 100% employer match about $1,359,375 at 4% or $906,250 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-4$4,220,646$435,000$108,750iApproximate average salary by contribution assumption: employee only about $2,718,750 at 4% or $1,812,500 at 6%; with 50% employer match about $1,812,500 at 4% or $1,208,333 at 6%; with 100% employer match about $1,359,375 at 4% or $906,250 at 6%.
201414$3,991,032$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-4$3,991,032$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201314$3,562,279$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-4$3,562,279$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
201215$3,000,356$300,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-5$3,000,356$300,000$60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%.
201115$2,455,203$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-5$2,455,203$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201015$2,288,141$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-5$2,288,141$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200915$1,906,641$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-5$1,906,641$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200815$1,430,485$266,191$53,238iApproximate average salary by contribution assumption: employee only about $1,330,955 at 4% or $887,303 at 6%; with 50% employer match about $887,303 at 4% or $591,536 at 6%; with 100% employer match about $665,478 at 4% or $443,652 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-5$1,430,485$266,191$53,238iApproximate average salary by contribution assumption: employee only about $1,330,955 at 4% or $887,303 at 6%; with 50% employer match about $887,303 at 4% or $591,536 at 6%; with 100% employer match about $665,478 at 4% or $443,652 at 6%.
200713$0$0-
Julia Shildkret Real Estate Defined Benefit Pension Plan-3---
200614$1,265,088$254,000$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-4$1,265,088$254,000$63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%.
200513$911,631$272,173$90,724iApproximate average salary by contribution assumption: employee only about $2,268,108 at 4% or $1,512,072 at 6%; with 50% employer match about $1,512,072 at 4% or $1,008,048 at 6%; with 100% employer match about $1,134,054 at 4% or $756,036 at 6%.
Julia Shildkret Real Estate Defined Benefit Pension Plan-3$911,631$272,173$90,724iApproximate average salary by contribution assumption: employee only about $2,268,108 at 4% or $1,512,072 at 6%; with 50% employer match about $1,512,072 at 4% or $1,008,048 at 6%; with 100% employer match about $1,134,054 at 4% or $756,036 at 6%.