Civic Intelligence

Jeffrey J. Shambaugh D.M.D. PC.

Plan context: Jeffrey Shambaugh, D.M.D. PC. Cash Balance Plan

EIN 20-2102334 • Fort Wayne, IN • 12 filings • 4 plans

4341 Flagstaff CoveFort Wayne, IN 46815
Current Snapshot

Latest Year

2015

2015 Participants

13

2015 Assets

$49,229

2015 Contributions

$18,401

Historical Graphs

Total Assets Over Time

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

$622,912$311,456$0200820122015YearValue
$49,229Latest year 2015

Participants Over Time

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

1370200820122015YearValue
13Latest 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
2015313$49,229$18,401$1,415iApproximate average salary by contribution assumption: employee only about $35,387 at 4% or $23,591 at 6%; with 50% employer match about $23,591 at 4% or $15,727 at 6%; with 100% employer match about $17,693 at 4% or $11,796 at 6%.
Jeffrey Shambaugh, D.M.D. PC. Cash Balance Plan-13$49,229$18,387$1,414iApproximate average salary by contribution assumption: employee only about $35,360 at 4% or $23,573 at 6%; with 50% employer match about $23,573 at 4% or $15,715 at 6%; with 100% employer match about $17,680 at 4% or $11,787 at 6%.
Jeffrey Shambaugh, D.M.D. PC. Cash Balance Plan-0$0--
Jeffrey J. Shambaugh D.M.D. PC. 401(K) Plan-0$0$14-
201428$622,912$42,399$5,300iApproximate average salary by contribution assumption: employee only about $132,497 at 4% or $88,331 at 6%; with 50% employer match about $88,331 at 4% or $58,888 at 6%; with 100% employer match about $66,248 at 4% or $44,166 at 6%.
Jeffrey J. Shambaugh D.M.D. PC. 401(K) Plan-8$592,785$42,399$5,300iApproximate average salary by contribution assumption: employee only about $132,497 at 4% or $88,331 at 6%; with 50% employer match about $88,331 at 4% or $58,888 at 6%; with 100% employer match about $66,248 at 4% or $44,166 at 6%.
Jeffrey Shambaugh, D.M.D. PC. Cash Balance Plan-8$30,127--
201325$595,446$105,087$21,017iApproximate average salary by contribution assumption: employee only about $525,435 at 4% or $350,290 at 6%; with 50% employer match about $350,290 at 4% or $233,527 at 6%; with 100% employer match about $262,718 at 4% or $175,145 at 6%.
Jeffrey J. Shambaugh D.M.D. PC. 401(K) Plan-5$565,538$75,179$15,036iApproximate average salary by contribution assumption: employee only about $375,895 at 4% or $250,597 at 6%; with 50% employer match about $250,597 at 4% or $167,064 at 6%; with 100% employer match about $187,948 at 4% or $125,298 at 6%.
Jeffrey Shambaugh, D.M.D. PC. Cash Balance Plan-5$29,908$29,908$5,982iApproximate average salary by contribution assumption: employee only about $149,540 at 4% or $99,693 at 6%; with 50% employer match about $99,693 at 4% or $66,462 at 6%; with 100% employer match about $74,770 at 4% or $49,847 at 6%.
201215$472,418$80,665$16,133iApproximate average salary by contribution assumption: employee only about $403,325 at 4% or $268,883 at 6%; with 50% employer match about $268,883 at 4% or $179,256 at 6%; with 100% employer match about $201,663 at 4% or $134,442 at 6%.
Jeffrey J. Shambaugh D.M.D. PC. 401(K) Plan-5$472,418$80,665$16,133iApproximate average salary by contribution assumption: employee only about $403,325 at 4% or $268,883 at 6%; with 50% employer match about $268,883 at 4% or $179,256 at 6%; with 100% employer match about $201,663 at 4% or $134,442 at 6%.
201115$361,727$78,502$15,700iApproximate average salary by contribution assumption: employee only about $392,510 at 4% or $261,673 at 6%; with 50% employer match about $261,673 at 4% or $174,449 at 6%; with 100% employer match about $196,255 at 4% or $130,837 at 6%.
Jeffrey J. Shambaugh D.M.D. PC. 401(K) Plan-5$361,727$78,502$15,700iApproximate average salary by contribution assumption: employee only about $392,510 at 4% or $261,673 at 6%; with 50% employer match about $261,673 at 4% or $174,449 at 6%; with 100% employer match about $196,255 at 4% or $130,837 at 6%.
201016$311,622$81,160$13,527iApproximate average salary by contribution assumption: employee only about $338,167 at 4% or $225,444 at 6%; with 50% employer match about $225,444 at 4% or $150,296 at 6%; with 100% employer match about $169,083 at 4% or $112,722 at 6%.
Jeffrey J. Shambaugh D.M.D. PC. 401(K) Plan-6$311,622$81,160$13,527iApproximate average salary by contribution assumption: employee only about $338,167 at 4% or $225,444 at 6%; with 50% employer match about $225,444 at 4% or $150,296 at 6%; with 100% employer match about $169,083 at 4% or $112,722 at 6%.
200916$205,587$95,392$15,899iApproximate average salary by contribution assumption: employee only about $397,467 at 4% or $264,978 at 6%; with 50% employer match about $264,978 at 4% or $176,652 at 6%; with 100% employer match about $198,733 at 4% or $132,489 at 6%.
Jeffrey J. Shambaugh D.M.D. PC. 401(K) Plan-6$205,587$95,392$15,899iApproximate average salary by contribution assumption: employee only about $397,467 at 4% or $264,978 at 6%; with 50% employer match about $264,978 at 4% or $176,652 at 6%; with 100% employer match about $198,733 at 4% or $132,489 at 6%.
200816$71,810$73,516$12,253iApproximate average salary by contribution assumption: employee only about $306,317 at 4% or $204,211 at 6%; with 50% employer match about $204,211 at 4% or $136,141 at 6%; with 100% employer match about $153,158 at 4% or $102,106 at 6%.
Jeffrey J. Shambaugh D.M.D. PC. 401(K) Plan-6$71,810$73,516$12,253iApproximate average salary by contribution assumption: employee only about $306,317 at 4% or $204,211 at 6%; with 50% employer match about $204,211 at 4% or $136,141 at 6%; with 100% employer match about $153,158 at 4% or $102,106 at 6%.