Civic Intelligence

Shott Capital Management LLC

Plan context: Scm 401K Profit Sharing Plan

EIN 20-0129257 • San Francisco, CA • 10 filings • 2 plans

601 California Street, Suite 801San Francisco, CA 94108-2813
Current Snapshot

Latest Year

2012

2012 Participants

21

2012 Assets

$4,730,330

2012 Contributions

$229,189

Historical Graphs

Total Assets Over Time

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

$5,162,310$2,581,155$0200320082012YearValue
$4,730,330Latest year 2012

Participants Over Time

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

23120200320082012YearValue
21Latest year 2012

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
2012221$4,730,330$229,189$10,914iApproximate average salary by contribution assumption: employee only about $272,844 at 4% or $181,896 at 6%; with 50% employer match about $181,896 at 4% or $121,264 at 6%; with 100% employer match about $136,422 at 4% or $90,948 at 6%.
Scm 401K Profit Sharing Plan-21$4,730,330$204,050$9,717iApproximate average salary by contribution assumption: employee only about $242,917 at 4% or $161,944 at 6%; with 50% employer match about $161,944 at 4% or $107,963 at 6%; with 100% employer match about $121,458 at 4% or $80,972 at 6%.
Scm 401K Profit Sharing Plan-0$0$25,139-
2011123$4,005,744$508,910$22,127iApproximate average salary by contribution assumption: employee only about $553,163 at 4% or $368,775 at 6%; with 50% employer match about $368,775 at 4% or $245,850 at 6%; with 100% employer match about $276,582 at 4% or $184,388 at 6%.
Scm 401K Profit Sharing Plan-23$4,005,744$508,910$22,127iApproximate average salary by contribution assumption: employee only about $553,163 at 4% or $368,775 at 6%; with 50% employer match about $368,775 at 4% or $245,850 at 6%; with 100% employer match about $276,582 at 4% or $184,388 at 6%.
2010121$3,718,827$485,444$23,116iApproximate average salary by contribution assumption: employee only about $577,910 at 4% or $385,273 at 6%; with 50% employer match about $385,273 at 4% or $256,849 at 6%; with 100% employer match about $288,955 at 4% or $192,637 at 6%.
Scm 401K Profit Sharing Plan-21$3,718,827$485,444$23,116iApproximate average salary by contribution assumption: employee only about $577,910 at 4% or $385,273 at 6%; with 50% employer match about $385,273 at 4% or $256,849 at 6%; with 100% employer match about $288,955 at 4% or $192,637 at 6%.
2009123$3,407,667$542,896$23,604iApproximate average salary by contribution assumption: employee only about $590,104 at 4% or $393,403 at 6%; with 50% employer match about $393,403 at 4% or $262,269 at 6%; with 100% employer match about $295,052 at 4% or $196,701 at 6%.
Scm 401K Profit Sharing Plan-23$3,407,667$542,896$23,604iApproximate average salary by contribution assumption: employee only about $590,104 at 4% or $393,403 at 6%; with 50% employer match about $393,403 at 4% or $262,269 at 6%; with 100% employer match about $295,052 at 4% or $196,701 at 6%.
2008122$3,734,499$586,890$26,677iApproximate average salary by contribution assumption: employee only about $666,920 at 4% or $444,614 at 6%; with 50% employer match about $444,614 at 4% or $296,409 at 6%; with 100% employer match about $333,460 at 4% or $222,307 at 6%.
Scm 401K Profit Sharing Plan-22$3,734,499$586,890$26,677iApproximate average salary by contribution assumption: employee only about $666,920 at 4% or $444,614 at 6%; with 50% employer match about $444,614 at 4% or $296,409 at 6%; with 100% employer match about $333,460 at 4% or $222,307 at 6%.
2007122$5,162,310$616,515$28,023iApproximate average salary by contribution assumption: employee only about $700,585 at 4% or $467,057 at 6%; with 50% employer match about $467,057 at 4% or $311,371 at 6%; with 100% employer match about $350,293 at 4% or $233,528 at 6%.
Scm 401K Profit Sharing Plan-22$5,162,310$616,515$28,023iApproximate average salary by contribution assumption: employee only about $700,585 at 4% or $467,057 at 6%; with 50% employer match about $467,057 at 4% or $311,371 at 6%; with 100% employer match about $350,293 at 4% or $233,528 at 6%.
2006121$4,986,621$502,140$23,911iApproximate average salary by contribution assumption: employee only about $597,786 at 4% or $398,524 at 6%; with 50% employer match about $398,524 at 4% or $265,683 at 6%; with 100% employer match about $298,893 at 4% or $199,262 at 6%.
Scm 401K Profit Sharing Plan-21$4,986,621$502,140$23,911iApproximate average salary by contribution assumption: employee only about $597,786 at 4% or $398,524 at 6%; with 50% employer match about $398,524 at 4% or $265,683 at 6%; with 100% employer match about $298,893 at 4% or $199,262 at 6%.
2005123$3,819,600$561,668$24,420iApproximate average salary by contribution assumption: employee only about $610,509 at 4% or $407,006 at 6%; with 50% employer match about $407,006 at 4% or $271,337 at 6%; with 100% employer match about $305,254 at 4% or $203,503 at 6%.
Scm 401K Profit Sharing Plan-23$3,819,600$561,668$24,420iApproximate average salary by contribution assumption: employee only about $610,509 at 4% or $407,006 at 6%; with 50% employer match about $407,006 at 4% or $271,337 at 6%; with 100% employer match about $305,254 at 4% or $203,503 at 6%.
2003123$475,084$472,305$20,535iApproximate average salary by contribution assumption: employee only about $513,375 at 4% or $342,250 at 6%; with 50% employer match about $342,250 at 4% or $228,167 at 6%; with 100% employer match about $256,688 at 4% or $171,125 at 6%.
Scm 401K Profit Sharing Plan-23$475,084$472,305$20,535iApproximate average salary by contribution assumption: employee only about $513,375 at 4% or $342,250 at 6%; with 50% employer match about $342,250 at 4% or $228,167 at 6%; with 100% employer match about $256,688 at 4% or $171,125 at 6%.