Lois E. Shulman, M.D.
Plan context: Lois E. Shulman, M.D. 401 K Plan
EIN 22-2422070 • Somerset, NJ • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$1,354,403
2024 Contributions
$40
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 1 | $1,354,403 | $40 | $40iApproximate average salary by contribution assumption: employee only about $1,000 at 4% or $667 at 6%; with 50% employer match about $667 at 4% or $444 at 6%; with 100% employer match about $500 at 4% or $333 at 6%. |
| Lois E. Shulman, M.D. 401 K Plan | - | 1 | $1,354,403 | $40 | $40iApproximate average salary by contribution assumption: employee only about $1,000 at 4% or $667 at 6%; with 50% employer match about $667 at 4% or $444 at 6%; with 100% employer match about $500 at 4% or $333 at 6%. |
| 2023 | 1 | 1 | $1,258,349 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 1 | $1,258,349 | $0 | - |
| 2022 | 1 | 2 | $1,238,780 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,238,780 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2021 | 1 | 2 | $1,238,938 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,238,938 | $0 | - |
| 2020 | 1 | 2 | $1,180,653 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,180,653 | $0 | - |
| 2019 | 1 | 2 | $1,134,989 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,134,989 | $0 | - |
| 2018 | 1 | 2 | $1,068,743 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,068,743 | $0 | - |
| 2017 | 1 | 2 | $1,110,102 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,110,102 | $0 | - |
| 2016 | 1 | 2 | $1,050,016 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,050,016 | $0 | - |
| 2015 | 1 | 2 | $1,046,318 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,046,318 | $0 | - |
| 2014 | 1 | 2 | $1,050,481 | $5,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,050,481 | $5,000 | $2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%. |
| 2013 | 1 | 2 | $1,048,104 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 2 | $1,048,104 | $0 | - |
| 2012 | 1 | 3 | $1,012,778 | $5,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| Lois E. Shulman, M.D. 401 K Plan | - | 3 | $1,012,778 | $5,000 | $1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%. |
| 2011 | 1 | 3 | $998,556 | $0 | - |
| Lois E. Shulman, M.D. 401 K Plan | - | 3 | $998,556 | $0 | - |
| 2010 | 1 | 3 | $997,872 | $9,900 | $3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%. |
| Lois E. Shulman, M.D. 401 K Plan | - | 3 | $997,872 | $9,900 | $3,300iApproximate average salary by contribution assumption: employee only about $82,500 at 4% or $55,000 at 6%; with 50% employer match about $55,000 at 4% or $36,667 at 6%; with 100% employer match about $41,250 at 4% or $27,500 at 6%. |
| 2009 | 1 | 3 | $987,919 | $0 | - |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 3 | $987,919 | - | - |
| 2008 | 1 | 3 | $1,000,492 | $53,130 | $17,710iApproximate average salary by contribution assumption: employee only about $442,750 at 4% or $295,167 at 6%; with 50% employer match about $295,167 at 4% or $196,778 at 6%; with 100% employer match about $221,375 at 4% or $147,583 at 6%. |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 3 | $1,000,492 | $53,130 | $17,710iApproximate average salary by contribution assumption: employee only about $442,750 at 4% or $295,167 at 6%; with 50% employer match about $295,167 at 4% or $196,778 at 6%; with 100% employer match about $221,375 at 4% or $147,583 at 6%. |
| 2007 | 1 | 3 | $1,076,336 | $56,032 | $18,677iApproximate average salary by contribution assumption: employee only about $466,933 at 4% or $311,289 at 6%; with 50% employer match about $311,289 at 4% or $207,526 at 6%; with 100% employer match about $233,467 at 4% or $155,644 at 6%. |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 3 | $1,076,336 | $56,032 | $18,677iApproximate average salary by contribution assumption: employee only about $466,933 at 4% or $311,289 at 6%; with 50% employer match about $311,289 at 4% or $207,526 at 6%; with 100% employer match about $233,467 at 4% or $155,644 at 6%. |
| 2006 | 1 | 3 | $889,748 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 3 | $889,748 | $20,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| 2005 | 1 | 3 | $747,517 | $10,513 | $3,504iApproximate average salary by contribution assumption: employee only about $87,608 at 4% or $58,406 at 6%; with 50% employer match about $58,406 at 4% or $38,937 at 6%; with 100% employer match about $43,804 at 4% or $29,203 at 6%. |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 3 | $747,517 | $10,513 | $3,504iApproximate average salary by contribution assumption: employee only about $87,608 at 4% or $58,406 at 6%; with 50% employer match about $58,406 at 4% or $38,937 at 6%; with 100% employer match about $43,804 at 4% or $29,203 at 6%. |
| 2004 | 1 | 3 | $672,316 | $12,280 | $4,093iApproximate average salary by contribution assumption: employee only about $102,333 at 4% or $68,222 at 6%; with 50% employer match about $68,222 at 4% or $45,481 at 6%; with 100% employer match about $51,167 at 4% or $34,111 at 6%. |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 3 | $672,316 | $12,280 | $4,093iApproximate average salary by contribution assumption: employee only about $102,333 at 4% or $68,222 at 6%; with 50% employer match about $68,222 at 4% or $45,481 at 6%; with 100% employer match about $51,167 at 4% or $34,111 at 6%. |
| 2003 | 1 | 1 | $641,656 | $6,655 | $6,655iApproximate average salary by contribution assumption: employee only about $166,375 at 4% or $110,917 at 6%; with 50% employer match about $110,917 at 4% or $73,944 at 6%; with 100% employer match about $83,188 at 4% or $55,458 at 6%. |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 1 | $641,656 | $6,655 | $6,655iApproximate average salary by contribution assumption: employee only about $166,375 at 4% or $110,917 at 6%; with 50% employer match about $110,917 at 4% or $73,944 at 6%; with 100% employer match about $83,188 at 4% or $55,458 at 6%. |
| 2002 | 1 | 1 | $0 | $0 | - |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 1 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 2 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 1 | - | - | - |
| 1999 | 1 | 1 | $627,235 | $8,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |
| Lois E. Shulman, M.D. Employees Pension Plan & Trust | - | 1 | $627,235 | $8,000 | $8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%. |