Civic Intelligence

Sharon K. Schaefer M.D. Inc.

Plan context: Sharon K. Schaefer M. D. Inc. Cash Balance Plan

EIN 20-4436089 • Wasilla, AK • 17 filings • 2 plans

2521 E Mountain Village DrSuite B 353Wasilla, AK 99654
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$3,456,988

2022 Contributions

$180,000

Historical Graphs

Total Assets Over Time

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

$4,295,092$2,147,546$0201420182021YearValue
$3,456,988Latest year 2021

Participants Over Time

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

630201420182021YearValue
4Latest year 2021

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
202210$0$180,000-
Sharon K. Schaefer M. D. Inc. Cash Balance Plan-0$0$180,000-
202124$3,456,988$233,168$58,292iApproximate average salary by contribution assumption: employee only about $1,457,300 at 4% or $971,533 at 6%; with 50% employer match about $971,533 at 4% or $647,689 at 6%; with 100% employer match about $728,650 at 4% or $485,767 at 6%.
Sharon K. Schaefer M. D. Inc. Cash Balance Plan-4$3,456,988$200,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
SHARON K. SCHAEFER M. D. INC. 401(K) PLAN-0$0$33,168-
202025$4,295,092$555,909$111,182iApproximate average salary by contribution assumption: employee only about $2,779,545 at 4% or $1,853,030 at 6%; with 50% employer match about $1,853,030 at 4% or $1,235,353 at 6%; with 100% employer match about $1,389,773 at 4% or $926,515 at 6%.
Sharon K. Schaefer M. D. Inc. Cash Balance Plan-5$3,217,867$465,000$93,000iApproximate average salary by contribution assumption: employee only about $2,325,000 at 4% or $1,550,000 at 6%; with 50% employer match about $1,550,000 at 4% or $1,033,333 at 6%; with 100% employer match about $1,162,500 at 4% or $775,000 at 6%.
SHARON K. SCHAEFER M. D. INC. 401(K) PLAN-5$1,077,225$90,909$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
201926$3,634,705$675,852$112,642iApproximate average salary by contribution assumption: employee only about $2,816,050 at 4% or $1,877,367 at 6%; with 50% employer match about $1,877,367 at 4% or $1,251,578 at 6%; with 100% employer match about $1,408,025 at 4% or $938,683 at 6%.
Sharon K. Schaefer M. D. Inc. Cash Balance Plan-5$2,714,961$620,000$124,000iApproximate average salary by contribution assumption: employee only about $3,100,000 at 4% or $2,066,667 at 6%; with 50% employer match about $2,066,667 at 4% or $1,377,778 at 6%; with 100% employer match about $1,550,000 at 4% or $1,033,333 at 6%.
SHARON K. SCHAEFER M. D. INC. 401(K) PLAN-6$919,744$55,852$9,309iApproximate average salary by contribution assumption: employee only about $232,717 at 4% or $155,144 at 6%; with 50% employer match about $155,144 at 4% or $103,430 at 6%; with 100% employer match about $116,358 at 4% or $77,572 at 6%.
201826$2,733,104$633,814$105,636iApproximate average salary by contribution assumption: employee only about $2,640,892 at 4% or $1,760,594 at 6%; with 50% employer match about $1,760,594 at 4% or $1,173,730 at 6%; with 100% employer match about $1,320,446 at 4% or $880,297 at 6%.
Sharon K. Schaefer M. D. Inc. Cash Balance Plan-5$1,957,980$500,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
SHARON K. SCHAEFER M. D. INC. 401(K) PLAN-6$775,124$133,814$22,302iApproximate average salary by contribution assumption: employee only about $557,558 at 4% or $371,706 at 6%; with 50% employer match about $371,706 at 4% or $247,804 at 6%; with 100% employer match about $278,779 at 4% or $185,853 at 6%.
201726$2,628,677$305,244$50,874iApproximate average salary by contribution assumption: employee only about $1,271,850 at 4% or $847,900 at 6%; with 50% employer match about $847,900 at 4% or $565,267 at 6%; with 100% employer match about $635,925 at 4% or $423,950 at 6%.
Sharon K. Schaefer M. D. Inc. Cash Balance Plan-6$1,607,022$216,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
SHARON K. SCHAEFER M. D. INC. 401(K) PLAN-6$1,021,655$89,244$14,874iApproximate average salary by contribution assumption: employee only about $371,850 at 4% or $247,900 at 6%; with 50% employer match about $247,900 at 4% or $165,267 at 6%; with 100% employer match about $185,925 at 4% or $123,950 at 6%.
201626$2,064,193$492,090$82,015iApproximate average salary by contribution assumption: employee only about $2,050,375 at 4% or $1,366,917 at 6%; with 50% employer match about $1,366,917 at 4% or $911,278 at 6%; with 100% employer match about $1,025,188 at 4% or $683,458 at 6%.
Sharon K. Schaefer M. D. Inc. Cash Balance Plan-6$1,246,377$405,862$67,644iApproximate average salary by contribution assumption: employee only about $1,691,092 at 4% or $1,127,394 at 6%; with 50% employer match about $1,127,394 at 4% or $751,596 at 6%; with 100% employer match about $845,546 at 4% or $563,697 at 6%.
SHARON K. SCHAEFER M. D. INC. 401(K) PLAN-6$817,816$86,228$14,371iApproximate average salary by contribution assumption: employee only about $359,283 at 4% or $239,522 at 6%; with 50% employer match about $239,522 at 4% or $159,681 at 6%; with 100% employer match about $179,642 at 4% or $119,761 at 6%.
201525$1,467,092$1,053,302$210,660iApproximate average salary by contribution assumption: employee only about $5,266,510 at 4% or $3,511,007 at 6%; with 50% employer match about $3,511,007 at 4% or $2,340,671 at 6%; with 100% employer match about $2,633,255 at 4% or $1,755,503 at 6%.
Sharon K. Schaefer M. D. Inc. Cash Balance Plan-5$784,454$398,456$79,691iApproximate average salary by contribution assumption: employee only about $1,992,280 at 4% or $1,328,187 at 6%; with 50% employer match about $1,328,187 at 4% or $885,458 at 6%; with 100% employer match about $996,140 at 4% or $664,093 at 6%.
SHARON K. SCHAEFER M. D. INC. 401(K) PLAN-5$682,638$654,846$130,969iApproximate average salary by contribution assumption: employee only about $3,274,230 at 4% or $2,182,820 at 6%; with 50% employer match about $2,182,820 at 4% or $1,455,213 at 6%; with 100% employer match about $1,637,115 at 4% or $1,091,410 at 6%.
201425$445,495$445,469$89,094iApproximate average salary by contribution assumption: employee only about $2,227,345 at 4% or $1,484,897 at 6%; with 50% employer match about $1,484,897 at 4% or $989,931 at 6%; with 100% employer match about $1,113,673 at 4% or $742,448 at 6%.
Sharon K. Schaefer M. D. Inc. Cash Balance Plan-5$399,660$399,660$79,932iApproximate average salary by contribution assumption: employee only about $1,998,300 at 4% or $1,332,200 at 6%; with 50% employer match about $1,332,200 at 4% or $888,133 at 6%; with 100% employer match about $999,150 at 4% or $666,100 at 6%.
SHARON K. SCHAEFER M. D. INC. 401(K) PLAN-5$45,835$45,809$9,162iApproximate average salary by contribution assumption: employee only about $229,045 at 4% or $152,697 at 6%; with 50% employer match about $152,697 at 4% or $101,798 at 6%; with 100% employer match about $114,522 at 4% or $76,348 at 6%.