Civic Intelligence

Robert G Shultz MD & Margarita M Sh

Plan context: Robert G Shultz MD & Margarita M Shultz MD Profit Sharing Plan

EIN 23-2040159 • 7 filings • 1 plans

Current Snapshot

Latest Year

2005

2005 Participants

6

2005 Assets

$1,699,518

2005 Contributions

$11,117

Historical Graphs

Total Assets Over Time

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

$1,699,518$849,759$0199920022004YearValue
$1,699,518Latest year 2004

Participants Over Time

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

630199920022004YearValue
6Latest year 2004

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
200510$0$0-
Robert G Shultz MD & Margarita M Shultz MD Profit Sharing Plan-0---
200416$1,699,518$11,117$1,853iApproximate average salary by contribution assumption: employee only about $46,321 at 4% or $30,881 at 6%; with 50% employer match about $30,881 at 4% or $20,587 at 6%; with 100% employer match about $23,160 at 4% or $15,440 at 6%.
Robert G Shultz MD & Margarita M Shultz MD Profit Sharing Plan-6$1,699,518$11,117$1,853iApproximate average salary by contribution assumption: employee only about $46,321 at 4% or $30,881 at 6%; with 50% employer match about $30,881 at 4% or $20,587 at 6%; with 100% employer match about $23,160 at 4% or $15,440 at 6%.
200314$1,542,477$8,399$2,100iApproximate average salary by contribution assumption: employee only about $52,494 at 4% or $34,996 at 6%; with 50% employer match about $34,996 at 4% or $23,331 at 6%; with 100% employer match about $26,247 at 4% or $17,498 at 6%.
Robert G Shultz MD & Margarita M Shultz MD Profit Sharing Plan-4$1,542,477$8,399$2,100iApproximate average salary by contribution assumption: employee only about $52,494 at 4% or $34,996 at 6%; with 50% employer match about $34,996 at 4% or $23,331 at 6%; with 100% employer match about $26,247 at 4% or $17,498 at 6%.
200213$1,295,624$13,248$4,416iApproximate average salary by contribution assumption: employee only about $110,400 at 4% or $73,600 at 6%; with 50% employer match about $73,600 at 4% or $49,067 at 6%; with 100% employer match about $55,200 at 4% or $36,800 at 6%.
Robert G Shultz MD & Margarita M Shultz MD Profit Sharing Plan-3$1,295,624$13,248$4,416iApproximate average salary by contribution assumption: employee only about $110,400 at 4% or $73,600 at 6%; with 50% employer match about $73,600 at 4% or $49,067 at 6%; with 100% employer match about $55,200 at 4% or $36,800 at 6%.
200114$1,466,186$11,684$2,921iApproximate average salary by contribution assumption: employee only about $73,025 at 4% or $48,683 at 6%; with 50% employer match about $48,683 at 4% or $32,456 at 6%; with 100% employer match about $36,513 at 4% or $24,342 at 6%.
Robert G Shultz MD & Margarita M Shultz MD Profit Sharing Plan-4$1,466,186$11,684$2,921iApproximate average salary by contribution assumption: employee only about $73,025 at 4% or $48,683 at 6%; with 50% employer match about $48,683 at 4% or $32,456 at 6%; with 100% employer match about $36,513 at 4% or $24,342 at 6%.
200016$1,513,588$12,920$2,153iApproximate average salary by contribution assumption: employee only about $53,833 at 4% or $35,889 at 6%; with 50% employer match about $35,889 at 4% or $23,926 at 6%; with 100% employer match about $26,917 at 4% or $17,944 at 6%.
Robert G Shultz MD & Margarita M Shultz MD Profit Sharing Plan-6$1,513,588$12,920$2,153iApproximate average salary by contribution assumption: employee only about $53,833 at 4% or $35,889 at 6%; with 50% employer match about $35,889 at 4% or $23,926 at 6%; with 100% employer match about $26,917 at 4% or $17,944 at 6%.
199916$1,430,402$20,043$3,341iApproximate average salary by contribution assumption: employee only about $83,513 at 4% or $55,675 at 6%; with 50% employer match about $55,675 at 4% or $37,117 at 6%; with 100% employer match about $41,756 at 4% or $27,838 at 6%.
Robert G Shultz MD & Margarita M Shultz MD Profit Sharing Plan-6$1,430,402$20,043$3,341iApproximate average salary by contribution assumption: employee only about $83,513 at 4% or $55,675 at 6%; with 50% employer match about $55,675 at 4% or $37,117 at 6%; with 100% employer match about $41,756 at 4% or $27,838 at 6%.