Civic Intelligence

Shantz Associates Inc

Plan context: Shantz Associates Inc 401K Profit Sharing Plan & Trust

EIN 16-0632540 • Rochester, NY • 21 filings • 7 plans

1115 East Main St Suite E258 Box 35Rochester, NY 14609-6156
Current Snapshot

Latest Year

2019

2019 Participants

3

2019 Assets

$447,427

2019 Contributions

$2,038

Historical Graphs

Total Assets Over Time

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

$593,194$296,597$0199920092019YearValue
$447,427Latest year 2019

Participants Over Time

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

1160199920092019YearValue
3Latest year 2019

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
201913$447,427$2,038$679iApproximate average salary by contribution assumption: employee only about $16,983 at 4% or $11,322 at 6%; with 50% employer match about $11,322 at 4% or $7,548 at 6%; with 100% employer match about $8,492 at 4% or $5,661 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-3$447,427$2,038$679iApproximate average salary by contribution assumption: employee only about $16,983 at 4% or $11,322 at 6%; with 50% employer match about $11,322 at 4% or $7,548 at 6%; with 100% employer match about $8,492 at 4% or $5,661 at 6%.
201812$390,468$2,052$1,026iApproximate average salary by contribution assumption: employee only about $25,650 at 4% or $17,100 at 6%; with 50% employer match about $17,100 at 4% or $11,400 at 6%; with 100% employer match about $12,825 at 4% or $8,550 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-2$390,468$2,052$1,026iApproximate average salary by contribution assumption: employee only about $25,650 at 4% or $17,100 at 6%; with 50% employer match about $17,100 at 4% or $11,400 at 6%; with 100% employer match about $12,825 at 4% or $8,550 at 6%.
201713$418,019$3,040$1,013iApproximate average salary by contribution assumption: employee only about $25,333 at 4% or $16,889 at 6%; with 50% employer match about $16,889 at 4% or $11,259 at 6%; with 100% employer match about $12,667 at 4% or $8,444 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-3$418,019$3,040$1,013iApproximate average salary by contribution assumption: employee only about $25,333 at 4% or $16,889 at 6%; with 50% employer match about $16,889 at 4% or $11,259 at 6%; with 100% employer match about $12,667 at 4% or $8,444 at 6%.
201614$459,571$9,024$2,256iApproximate average salary by contribution assumption: employee only about $56,400 at 4% or $37,600 at 6%; with 50% employer match about $37,600 at 4% or $25,067 at 6%; with 100% employer match about $28,200 at 4% or $18,800 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-4$459,571$9,024$2,256iApproximate average salary by contribution assumption: employee only about $56,400 at 4% or $37,600 at 6%; with 50% employer match about $37,600 at 4% or $25,067 at 6%; with 100% employer match about $28,200 at 4% or $18,800 at 6%.
201515$557,035$16,181$3,236iApproximate average salary by contribution assumption: employee only about $80,905 at 4% or $53,937 at 6%; with 50% employer match about $53,937 at 4% or $35,958 at 6%; with 100% employer match about $40,453 at 4% or $26,968 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-5$557,035$16,181$3,236iApproximate average salary by contribution assumption: employee only about $80,905 at 4% or $53,937 at 6%; with 50% employer match about $53,937 at 4% or $35,958 at 6%; with 100% employer match about $40,453 at 4% or $26,968 at 6%.
201415$557,684$16,285$3,257iApproximate average salary by contribution assumption: employee only about $81,425 at 4% or $54,283 at 6%; with 50% employer match about $54,283 at 4% or $36,189 at 6%; with 100% employer match about $40,713 at 4% or $27,142 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-5$557,684$16,285$3,257iApproximate average salary by contribution assumption: employee only about $81,425 at 4% or $54,283 at 6%; with 50% employer match about $54,283 at 4% or $36,189 at 6%; with 100% employer match about $40,713 at 4% or $27,142 at 6%.
201315$508,916$13,177$2,635iApproximate average salary by contribution assumption: employee only about $65,885 at 4% or $43,923 at 6%; with 50% employer match about $43,923 at 4% or $29,282 at 6%; with 100% employer match about $32,943 at 4% or $21,962 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-5$508,916$13,177$2,635iApproximate average salary by contribution assumption: employee only about $65,885 at 4% or $43,923 at 6%; with 50% employer match about $43,923 at 4% or $29,282 at 6%; with 100% employer match about $32,943 at 4% or $21,962 at 6%.
201215$447,078$12,120$2,424iApproximate average salary by contribution assumption: employee only about $60,600 at 4% or $40,400 at 6%; with 50% employer match about $40,400 at 4% or $26,933 at 6%; with 100% employer match about $30,300 at 4% or $20,200 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-5$447,078$12,120$2,424iApproximate average salary by contribution assumption: employee only about $60,600 at 4% or $40,400 at 6%; with 50% employer match about $40,400 at 4% or $26,933 at 6%; with 100% employer match about $30,300 at 4% or $20,200 at 6%.
201115$440,219$9,478$1,896iApproximate average salary by contribution assumption: employee only about $47,390 at 4% or $31,593 at 6%; with 50% employer match about $31,593 at 4% or $21,062 at 6%; with 100% employer match about $23,695 at 4% or $15,797 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-5$440,219$9,478$1,896iApproximate average salary by contribution assumption: employee only about $47,390 at 4% or $31,593 at 6%; with 50% employer match about $31,593 at 4% or $21,062 at 6%; with 100% employer match about $23,695 at 4% or $15,797 at 6%.
201018$557,512$22,056$2,757iApproximate average salary by contribution assumption: employee only about $68,925 at 4% or $45,950 at 6%; with 50% employer match about $45,950 at 4% or $30,633 at 6%; with 100% employer match about $34,463 at 4% or $22,975 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-8$557,512$22,056$2,757iApproximate average salary by contribution assumption: employee only about $68,925 at 4% or $45,950 at 6%; with 50% employer match about $45,950 at 4% or $30,633 at 6%; with 100% employer match about $34,463 at 4% or $22,975 at 6%.
200915$578,720$17,567$3,513iApproximate average salary by contribution assumption: employee only about $87,835 at 4% or $58,557 at 6%; with 50% employer match about $58,557 at 4% or $39,038 at 6%; with 100% employer match about $43,918 at 4% or $29,278 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-5$578,720$17,567$3,513iApproximate average salary by contribution assumption: employee only about $87,835 at 4% or $58,557 at 6%; with 50% employer match about $58,557 at 4% or $39,038 at 6%; with 100% employer match about $43,918 at 4% or $29,278 at 6%.
200817$512,414$50,479$7,211iApproximate average salary by contribution assumption: employee only about $180,282 at 4% or $120,188 at 6%; with 50% employer match about $120,188 at 4% or $80,125 at 6%; with 100% employer match about $90,141 at 4% or $60,094 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-7$512,414$50,479$7,211iApproximate average salary by contribution assumption: employee only about $180,282 at 4% or $120,188 at 6%; with 50% employer match about $120,188 at 4% or $80,125 at 6%; with 100% employer match about $90,141 at 4% or $60,094 at 6%.
200717$593,194$50,084$7,155iApproximate average salary by contribution assumption: employee only about $178,871 at 4% or $119,248 at 6%; with 50% employer match about $119,248 at 4% or $79,498 at 6%; with 100% employer match about $89,436 at 4% or $59,624 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-7$593,194$50,084$7,155iApproximate average salary by contribution assumption: employee only about $178,871 at 4% or $119,248 at 6%; with 50% employer match about $119,248 at 4% or $79,498 at 6%; with 100% employer match about $89,436 at 4% or $59,624 at 6%.
200617$524,732$48,025$6,861iApproximate average salary by contribution assumption: employee only about $171,518 at 4% or $114,345 at 6%; with 50% employer match about $114,345 at 4% or $76,230 at 6%; with 100% employer match about $85,759 at 4% or $57,173 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-7$524,732$48,025$6,861iApproximate average salary by contribution assumption: employee only about $171,518 at 4% or $114,345 at 6%; with 50% employer match about $114,345 at 4% or $76,230 at 6%; with 100% employer match about $85,759 at 4% or $57,173 at 6%.
200516$436,706$42,137$7,023iApproximate average salary by contribution assumption: employee only about $175,571 at 4% or $117,047 at 6%; with 50% employer match about $117,047 at 4% or $78,031 at 6%; with 100% employer match about $87,785 at 4% or $58,524 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-6$436,706$42,137$7,023iApproximate average salary by contribution assumption: employee only about $175,571 at 4% or $117,047 at 6%; with 50% employer match about $117,047 at 4% or $78,031 at 6%; with 100% employer match about $87,785 at 4% or $58,524 at 6%.
200418$385,996$45,341$5,668iApproximate average salary by contribution assumption: employee only about $141,691 at 4% or $94,460 at 6%; with 50% employer match about $94,460 at 4% or $62,974 at 6%; with 100% employer match about $70,845 at 4% or $47,230 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-8$385,996$45,341$5,668iApproximate average salary by contribution assumption: employee only about $141,691 at 4% or $94,460 at 6%; with 50% employer match about $94,460 at 4% or $62,974 at 6%; with 100% employer match about $70,845 at 4% or $47,230 at 6%.
2003110$326,733$42,020$4,202iApproximate average salary by contribution assumption: employee only about $105,050 at 4% or $70,033 at 6%; with 50% employer match about $70,033 at 4% or $46,689 at 6%; with 100% employer match about $52,525 at 4% or $35,017 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-10$326,733$42,020$4,202iApproximate average salary by contribution assumption: employee only about $105,050 at 4% or $70,033 at 6%; with 50% employer match about $70,033 at 4% or $46,689 at 6%; with 100% employer match about $52,525 at 4% or $35,017 at 6%.
2002111$243,461$45,107$4,101iApproximate average salary by contribution assumption: employee only about $102,516 at 4% or $68,344 at 6%; with 50% employer match about $68,344 at 4% or $45,563 at 6%; with 100% employer match about $51,258 at 4% or $34,172 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-11$243,461$45,107$4,101iApproximate average salary by contribution assumption: employee only about $102,516 at 4% or $68,344 at 6%; with 50% employer match about $68,344 at 4% or $45,563 at 6%; with 100% employer match about $51,258 at 4% or $34,172 at 6%.
200119$257,075$42,049$4,672iApproximate average salary by contribution assumption: employee only about $116,803 at 4% or $77,869 at 6%; with 50% employer match about $77,869 at 4% or $51,912 at 6%; with 100% employer match about $58,401 at 4% or $38,934 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-9$257,075$42,049$4,672iApproximate average salary by contribution assumption: employee only about $116,803 at 4% or $77,869 at 6%; with 50% employer match about $77,869 at 4% or $51,912 at 6%; with 100% employer match about $58,401 at 4% or $38,934 at 6%.
200018$223,310$42,475$5,309iApproximate average salary by contribution assumption: employee only about $132,734 at 4% or $88,490 at 6%; with 50% employer match about $88,490 at 4% or $58,993 at 6%; with 100% employer match about $66,367 at 4% or $44,245 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-8$223,310$42,475$5,309iApproximate average salary by contribution assumption: employee only about $132,734 at 4% or $88,490 at 6%; with 50% employer match about $88,490 at 4% or $58,993 at 6%; with 100% employer match about $66,367 at 4% or $44,245 at 6%.
199918$180,077$33,665$4,208iApproximate average salary by contribution assumption: employee only about $105,203 at 4% or $70,135 at 6%; with 50% employer match about $70,135 at 4% or $46,757 at 6%; with 100% employer match about $52,602 at 4% or $35,068 at 6%.
Shantz Associates Inc 401K Profit Sharing Plan & Trust-8$180,077$33,665$4,208iApproximate average salary by contribution assumption: employee only about $105,203 at 4% or $70,135 at 6%; with 50% employer match about $70,135 at 4% or $46,757 at 6%; with 100% employer match about $52,602 at 4% or $35,068 at 6%.