Civic Intelligence

Jerrold Schapiro, Dds

Plan context: Jerrold Schapiro, Dds Cash Balance Plan

EIN 16-1398236 • Utica, NY • 12 filings • 2 plans

2404 Genesee StUtica, NY 13502
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$1,799,648

2015 Contributions

$228,912

Historical Graphs

Total Assets Over Time

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

$1,799,648$899,824$0201020132015YearValue
$1,799,648Latest year 2015

Participants Over Time

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

630201020132015YearValue
6Latest year 2015

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
201526$1,799,648$228,912$38,152iApproximate average salary by contribution assumption: employee only about $953,800 at 4% or $635,867 at 6%; with 50% employer match about $635,867 at 4% or $423,911 at 6%; with 100% employer match about $476,900 at 4% or $317,933 at 6%.
Jerrold Schapiro, Dds Cash Balance Plan-6$1,527,117$179,169$29,862iApproximate average salary by contribution assumption: employee only about $746,538 at 4% or $497,692 at 6%; with 50% employer match about $497,692 at 4% or $331,794 at 6%; with 100% employer match about $373,269 at 4% or $248,846 at 6%.
JERROLD SCHAPIRO, DDS 401(K) PLAN-5$272,531$49,743$9,949iApproximate average salary by contribution assumption: employee only about $248,715 at 4% or $165,810 at 6%; with 50% employer match about $165,810 at 4% or $110,540 at 6%; with 100% employer match about $124,358 at 4% or $82,905 at 6%.
201426$1,590,116$437,267$72,878iApproximate average salary by contribution assumption: employee only about $1,821,946 at 4% or $1,214,631 at 6%; with 50% employer match about $1,214,631 at 4% or $809,754 at 6%; with 100% employer match about $910,973 at 4% or $607,315 at 6%.
Jerrold Schapiro, Dds Cash Balance Plan-6$1,366,275$388,521$64,754iApproximate average salary by contribution assumption: employee only about $1,618,838 at 4% or $1,079,225 at 6%; with 50% employer match about $1,079,225 at 4% or $719,483 at 6%; with 100% employer match about $809,419 at 4% or $539,613 at 6%.
JERROLD SCHAPIRO, DDS 401(K) PLAN-6$223,841$48,746$8,124iApproximate average salary by contribution assumption: employee only about $203,108 at 4% or $135,406 at 6%; with 50% employer match about $135,406 at 4% or $90,270 at 6%; with 100% employer match about $101,554 at 4% or $67,703 at 6%.
201326$1,119,823$388,000$64,667iApproximate average salary by contribution assumption: employee only about $1,616,667 at 4% or $1,077,778 at 6%; with 50% employer match about $1,077,778 at 4% or $718,519 at 6%; with 100% employer match about $808,333 at 4% or $538,889 at 6%.
Jerrold Schapiro, Dds Cash Balance Plan-6$942,075$341,826$56,971iApproximate average salary by contribution assumption: employee only about $1,424,275 at 4% or $949,517 at 6%; with 50% employer match about $949,517 at 4% or $633,011 at 6%; with 100% employer match about $712,138 at 4% or $474,758 at 6%.
JERROLD SCHAPIRO, DDS 401(K) PLAN-6$177,748$46,174$7,696iApproximate average salary by contribution assumption: employee only about $192,392 at 4% or $128,261 at 6%; with 50% employer match about $128,261 at 4% or $85,507 at 6%; with 100% employer match about $96,196 at 4% or $64,131 at 6%.
201226$662,655$243,214$40,536iApproximate average salary by contribution assumption: employee only about $1,013,392 at 4% or $675,594 at 6%; with 50% employer match about $675,594 at 4% or $450,396 at 6%; with 100% employer match about $506,696 at 4% or $337,797 at 6%.
Jerrold Schapiro, Dds Cash Balance Plan-6$523,659$198,560$33,093iApproximate average salary by contribution assumption: employee only about $827,333 at 4% or $551,556 at 6%; with 50% employer match about $551,556 at 4% or $367,704 at 6%; with 100% employer match about $413,667 at 4% or $275,778 at 6%.
JERROLD SCHAPIRO, DDS 401(K) PLAN-6$138,996$44,654$7,442iApproximate average salary by contribution assumption: employee only about $186,058 at 4% or $124,039 at 6%; with 50% employer match about $124,039 at 4% or $82,693 at 6%; with 100% employer match about $93,029 at 4% or $62,019 at 6%.
201126$443,767$220,496$36,749iApproximate average salary by contribution assumption: employee only about $918,733 at 4% or $612,489 at 6%; with 50% employer match about $612,489 at 4% or $408,326 at 6%; with 100% employer match about $459,367 at 4% or $306,244 at 6%.
Jerrold Schapiro, Dds Cash Balance Plan-6$349,434$173,018$28,836iApproximate average salary by contribution assumption: employee only about $720,908 at 4% or $480,606 at 6%; with 50% employer match about $480,606 at 4% or $320,404 at 6%; with 100% employer match about $360,454 at 4% or $240,303 at 6%.
JERROLD SCHAPIRO, DDS 401(K) PLAN-6$94,333$47,478$7,913iApproximate average salary by contribution assumption: employee only about $197,825 at 4% or $131,883 at 6%; with 50% employer match about $131,883 at 4% or $87,922 at 6%; with 100% employer match about $98,913 at 4% or $65,942 at 6%.
201026$218,741$218,740$36,457iApproximate average salary by contribution assumption: employee only about $911,417 at 4% or $607,611 at 6%; with 50% employer match about $607,611 at 4% or $405,074 at 6%; with 100% employer match about $455,708 at 4% or $303,806 at 6%.
Jerrold Schapiro, Dds Cash Balance Plan-6$171,894$171,894$28,649iApproximate average salary by contribution assumption: employee only about $716,225 at 4% or $477,483 at 6%; with 50% employer match about $477,483 at 4% or $318,322 at 6%; with 100% employer match about $358,113 at 4% or $238,742 at 6%.
JERROLD SCHAPIRO, DDS 401(K) PLAN-6$46,847$46,846$7,808iApproximate average salary by contribution assumption: employee only about $195,192 at 4% or $130,128 at 6%; with 50% employer match about $130,128 at 4% or $86,752 at 6%; with 100% employer match about $97,596 at 4% or $65,064 at 6%.