Civic Intelligence

W G Shaheen & Associates Ltd

Plan context: W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust

EIN 16-1577084 • Webster, NY • 22 filings • 4 plans

1164 Appian DrWebster, NY 14580
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,774,739

2024 Contributions

$308,104

Historical Graphs

Total Assets Over Time

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

$2,774,739$1,387,370$0200220142024YearValue
$2,774,739Latest year 2024

Participants Over Time

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

1370200220142024YearValue
12Latest 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
2024112$2,774,739$308,104$25,675iApproximate average salary by contribution assumption: employee only about $641,883 at 4% or $427,922 at 6%; with 50% employer match about $427,922 at 4% or $285,281 at 6%; with 100% employer match about $320,942 at 4% or $213,961 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-12$2,774,739$308,104$25,675iApproximate average salary by contribution assumption: employee only about $641,883 at 4% or $427,922 at 6%; with 50% employer match about $427,922 at 4% or $285,281 at 6%; with 100% employer match about $320,942 at 4% or $213,961 at 6%.
2023112$2,283,003$299,722$24,977iApproximate average salary by contribution assumption: employee only about $624,421 at 4% or $416,281 at 6%; with 50% employer match about $416,281 at 4% or $277,520 at 6%; with 100% employer match about $312,210 at 4% or $208,140 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-12$2,283,003$299,722$24,977iApproximate average salary by contribution assumption: employee only about $624,421 at 4% or $416,281 at 6%; with 50% employer match about $416,281 at 4% or $277,520 at 6%; with 100% employer match about $312,210 at 4% or $208,140 at 6%.
2022112$1,616,701$267,163$22,264iApproximate average salary by contribution assumption: employee only about $556,590 at 4% or $371,060 at 6%; with 50% employer match about $371,060 at 4% or $247,373 at 6%; with 100% employer match about $278,295 at 4% or $185,530 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-12$1,616,701$267,163$22,264iApproximate average salary by contribution assumption: employee only about $556,590 at 4% or $371,060 at 6%; with 50% employer match about $371,060 at 4% or $247,373 at 6%; with 100% employer match about $278,295 at 4% or $185,530 at 6%.
2021113$1,868,305$244,544$18,811iApproximate average salary by contribution assumption: employee only about $470,277 at 4% or $313,518 at 6%; with 50% employer match about $313,518 at 4% or $209,012 at 6%; with 100% employer match about $235,138 at 4% or $156,759 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-13$1,868,305$244,544$18,811iApproximate average salary by contribution assumption: employee only about $470,277 at 4% or $313,518 at 6%; with 50% employer match about $313,518 at 4% or $209,012 at 6%; with 100% employer match about $235,138 at 4% or $156,759 at 6%.
2020112$2,238,183$205,494$17,125iApproximate average salary by contribution assumption: employee only about $428,113 at 4% or $285,408 at 6%; with 50% employer match about $285,408 at 4% or $190,272 at 6%; with 100% employer match about $214,056 at 4% or $142,704 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-12$2,238,183$205,494$17,125iApproximate average salary by contribution assumption: employee only about $428,113 at 4% or $285,408 at 6%; with 50% employer match about $285,408 at 4% or $190,272 at 6%; with 100% employer match about $214,056 at 4% or $142,704 at 6%.
2019112$1,714,241$171,697$14,308iApproximate average salary by contribution assumption: employee only about $357,702 at 4% or $238,468 at 6%; with 50% employer match about $238,468 at 4% or $158,979 at 6%; with 100% employer match about $178,851 at 4% or $119,234 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-12$1,714,241$171,697$14,308iApproximate average salary by contribution assumption: employee only about $357,702 at 4% or $238,468 at 6%; with 50% employer match about $238,468 at 4% or $158,979 at 6%; with 100% employer match about $178,851 at 4% or $119,234 at 6%.
2018110$1,312,447$141,696$14,170iApproximate average salary by contribution assumption: employee only about $354,240 at 4% or $236,160 at 6%; with 50% employer match about $236,160 at 4% or $157,440 at 6%; with 100% employer match about $177,120 at 4% or $118,080 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-10$1,312,447$141,696$14,170iApproximate average salary by contribution assumption: employee only about $354,240 at 4% or $236,160 at 6%; with 50% employer match about $236,160 at 4% or $157,440 at 6%; with 100% employer match about $177,120 at 4% or $118,080 at 6%.
2017113$1,368,560$129,909$9,993iApproximate average salary by contribution assumption: employee only about $249,825 at 4% or $166,550 at 6%; with 50% employer match about $166,550 at 4% or $111,033 at 6%; with 100% employer match about $124,913 at 4% or $83,275 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-13$1,368,560$129,909$9,993iApproximate average salary by contribution assumption: employee only about $249,825 at 4% or $166,550 at 6%; with 50% employer match about $166,550 at 4% or $111,033 at 6%; with 100% employer match about $124,913 at 4% or $83,275 at 6%.
2016111$1,046,980$124,168$11,288iApproximate average salary by contribution assumption: employee only about $282,200 at 4% or $188,133 at 6%; with 50% employer match about $188,133 at 4% or $125,422 at 6%; with 100% employer match about $141,100 at 4% or $94,067 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-11$1,046,980$124,168$11,288iApproximate average salary by contribution assumption: employee only about $282,200 at 4% or $188,133 at 6%; with 50% employer match about $188,133 at 4% or $125,422 at 6%; with 100% employer match about $141,100 at 4% or $94,067 at 6%.
2015112$1,358,698$128,859$10,738iApproximate average salary by contribution assumption: employee only about $268,456 at 4% or $178,971 at 6%; with 50% employer match about $178,971 at 4% or $119,314 at 6%; with 100% employer match about $134,228 at 4% or $89,485 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-12$1,358,698$128,859$10,738iApproximate average salary by contribution assumption: employee only about $268,456 at 4% or $178,971 at 6%; with 50% employer match about $178,971 at 4% or $119,314 at 6%; with 100% employer match about $134,228 at 4% or $89,485 at 6%.
2014113$1,246,836$125,273$9,636iApproximate average salary by contribution assumption: employee only about $240,910 at 4% or $160,606 at 6%; with 50% employer match about $160,606 at 4% or $107,071 at 6%; with 100% employer match about $120,455 at 4% or $80,303 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-13$1,246,836$125,273$9,636iApproximate average salary by contribution assumption: employee only about $240,910 at 4% or $160,606 at 6%; with 50% employer match about $160,606 at 4% or $107,071 at 6%; with 100% employer match about $120,455 at 4% or $80,303 at 6%.
2013110$1,040,681$120,798$12,080iApproximate average salary by contribution assumption: employee only about $301,995 at 4% or $201,330 at 6%; with 50% employer match about $201,330 at 4% or $134,220 at 6%; with 100% employer match about $150,998 at 4% or $100,665 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-10$1,040,681$120,798$12,080iApproximate average salary by contribution assumption: employee only about $301,995 at 4% or $201,330 at 6%; with 50% employer match about $201,330 at 4% or $134,220 at 6%; with 100% employer match about $150,998 at 4% or $100,665 at 6%.
2012110$752,215$100,387$10,039iApproximate average salary by contribution assumption: employee only about $250,968 at 4% or $167,312 at 6%; with 50% employer match about $167,312 at 4% or $111,541 at 6%; with 100% employer match about $125,484 at 4% or $83,656 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-10$752,215$100,387$10,039iApproximate average salary by contribution assumption: employee only about $250,968 at 4% or $167,312 at 6%; with 50% employer match about $167,312 at 4% or $111,541 at 6%; with 100% employer match about $125,484 at 4% or $83,656 at 6%.
2011110$576,315$90,511$9,051iApproximate average salary by contribution assumption: employee only about $226,278 at 4% or $150,852 at 6%; with 50% employer match about $150,852 at 4% or $100,568 at 6%; with 100% employer match about $113,139 at 4% or $75,426 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-10$576,315$90,511$9,051iApproximate average salary by contribution assumption: employee only about $226,278 at 4% or $150,852 at 6%; with 50% employer match about $150,852 at 4% or $100,568 at 6%; with 100% employer match about $113,139 at 4% or $75,426 at 6%.
201018$481,142$86,791$10,849iApproximate average salary by contribution assumption: employee only about $271,222 at 4% or $180,815 at 6%; with 50% employer match about $180,815 at 4% or $120,543 at 6%; with 100% employer match about $135,611 at 4% or $90,407 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-8$481,142$86,791$10,849iApproximate average salary by contribution assumption: employee only about $271,222 at 4% or $180,815 at 6%; with 50% employer match about $180,815 at 4% or $120,543 at 6%; with 100% employer match about $135,611 at 4% or $90,407 at 6%.
200918$344,685$68,986$8,623iApproximate average salary by contribution assumption: employee only about $215,581 at 4% or $143,721 at 6%; with 50% employer match about $143,721 at 4% or $95,814 at 6%; with 100% employer match about $107,791 at 4% or $71,860 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-8$344,685$68,986$8,623iApproximate average salary by contribution assumption: employee only about $215,581 at 4% or $143,721 at 6%; with 50% employer match about $143,721 at 4% or $95,814 at 6%; with 100% employer match about $107,791 at 4% or $71,860 at 6%.
200817$216,877$61,560$8,794iApproximate average salary by contribution assumption: employee only about $219,857 at 4% or $146,571 at 6%; with 50% employer match about $146,571 at 4% or $97,714 at 6%; with 100% employer match about $109,929 at 4% or $73,286 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-7$216,877$61,560$8,794iApproximate average salary by contribution assumption: employee only about $219,857 at 4% or $146,571 at 6%; with 50% employer match about $146,571 at 4% or $97,714 at 6%; with 100% employer match about $109,929 at 4% or $73,286 at 6%.
200717$250,067$58,135$8,305iApproximate average salary by contribution assumption: employee only about $207,625 at 4% or $138,417 at 6%; with 50% employer match about $138,417 at 4% or $92,278 at 6%; with 100% employer match about $103,813 at 4% or $69,208 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-7$250,067$58,135$8,305iApproximate average salary by contribution assumption: employee only about $207,625 at 4% or $138,417 at 6%; with 50% employer match about $138,417 at 4% or $92,278 at 6%; with 100% employer match about $103,813 at 4% or $69,208 at 6%.
200617$184,618$40,056$5,722iApproximate average salary by contribution assumption: employee only about $143,057 at 4% or $95,371 at 6%; with 50% employer match about $95,371 at 4% or $63,581 at 6%; with 100% employer match about $71,529 at 4% or $47,686 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-7$184,618$40,056$5,722iApproximate average salary by contribution assumption: employee only about $143,057 at 4% or $95,371 at 6%; with 50% employer match about $95,371 at 4% or $63,581 at 6%; with 100% employer match about $71,529 at 4% or $47,686 at 6%.
200515$125,362$43,138$8,628iApproximate average salary by contribution assumption: employee only about $215,690 at 4% or $143,793 at 6%; with 50% employer match about $143,793 at 4% or $95,862 at 6%; with 100% employer match about $107,845 at 4% or $71,897 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-5$125,362$43,138$8,628iApproximate average salary by contribution assumption: employee only about $215,690 at 4% or $143,793 at 6%; with 50% employer match about $143,793 at 4% or $95,862 at 6%; with 100% employer match about $107,845 at 4% or $71,897 at 6%.
200414$76,853$27,451$6,863iApproximate average salary by contribution assumption: employee only about $171,569 at 4% or $114,379 at 6%; with 50% employer match about $114,379 at 4% or $76,253 at 6%; with 100% employer match about $85,784 at 4% or $57,190 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-4$76,853$27,451$6,863iApproximate average salary by contribution assumption: employee only about $171,569 at 4% or $114,379 at 6%; with 50% employer match about $114,379 at 4% or $76,253 at 6%; with 100% employer match about $85,784 at 4% or $57,190 at 6%.
200214$15,851$13,996$3,499iApproximate average salary by contribution assumption: employee only about $87,475 at 4% or $58,317 at 6%; with 50% employer match about $58,317 at 4% or $38,878 at 6%; with 100% employer match about $43,738 at 4% or $29,158 at 6%.
W G Shaheen & Associates Ltd 401(K) Profit Sharing Plan & Trust-4$15,851$13,996$3,499iApproximate average salary by contribution assumption: employee only about $87,475 at 4% or $58,317 at 6%; with 50% employer match about $58,317 at 4% or $38,878 at 6%; with 100% employer match about $43,738 at 4% or $29,158 at 6%.