Drew a. Shulman, D.M.D. PC.
Plan context: Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust
EIN 23-2814394 • Philadelphia, PA • 34 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$5,510,708
2024 Contributions
$251,488
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 | 2 | 9 | $5,510,708 | $251,488 | $27,943iApproximate average salary by contribution assumption: employee only about $698,578 at 4% or $465,719 at 6%; with 50% employer match about $465,719 at 4% or $310,479 at 6%; with 100% employer match about $349,289 at 4% or $232,859 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 9 | $3,979,051 | $101,488 | $11,276iApproximate average salary by contribution assumption: employee only about $281,911 at 4% or $187,941 at 6%; with 50% employer match about $187,941 at 4% or $125,294 at 6%; with 100% employer match about $140,956 at 4% or $93,970 at 6%. |
| Drew a. Shulman, D.M.D. PC. Cash Balance Plan | - | 8 | $1,531,657 | $150,000 | $18,750iApproximate average salary by contribution assumption: employee only about $468,750 at 4% or $312,500 at 6%; with 50% employer match about $312,500 at 4% or $208,333 at 6%; with 100% employer match about $234,375 at 4% or $156,250 at 6%. |
| 2023 | 2 | 9 | $5,309,853 | $296,048 | $32,894iApproximate average salary by contribution assumption: employee only about $822,356 at 4% or $548,237 at 6%; with 50% employer match about $548,237 at 4% or $365,491 at 6%; with 100% employer match about $411,178 at 4% or $274,119 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 9 | $4,107,928 | $101,048 | $11,228iApproximate average salary by contribution assumption: employee only about $280,689 at 4% or $187,126 at 6%; with 50% employer match about $187,126 at 4% or $124,751 at 6%; with 100% employer match about $140,344 at 4% or $93,563 at 6%. |
| Drew a. Shulman, D.M.D. PC. Cash Balance Plan | - | 9 | $1,201,925 | $195,000 | $21,667iApproximate average salary by contribution assumption: employee only about $541,667 at 4% or $361,111 at 6%; with 50% employer match about $361,111 at 4% or $240,741 at 6%; with 100% employer match about $270,833 at 4% or $180,556 at 6%. |
| 2022 | 2 | 9 | $4,197,220 | $320,059 | $35,562iApproximate average salary by contribution assumption: employee only about $889,053 at 4% or $592,702 at 6%; with 50% employer match about $592,702 at 4% or $395,135 at 6%; with 100% employer match about $444,526 at 4% or $296,351 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 9 | $3,318,077 | $90,059 | $10,007iApproximate average salary by contribution assumption: employee only about $250,164 at 4% or $166,776 at 6%; with 50% employer match about $166,776 at 4% or $111,184 at 6%; with 100% employer match about $125,082 at 4% or $83,388 at 6%. |
| Drew a. Shulman, D.M.D. PC. Cash Balance Plan | - | 9 | $879,143 | $230,000 | $25,556iApproximate average salary by contribution assumption: employee only about $638,889 at 4% or $425,926 at 6%; with 50% employer match about $425,926 at 4% or $283,951 at 6%; with 100% employer match about $319,444 at 4% or $212,963 at 6%. |
| 2021 | 2 | 8 | $4,732,201 | $232,131 | $29,016iApproximate average salary by contribution assumption: employee only about $725,409 at 4% or $483,606 at 6%; with 50% employer match about $483,606 at 4% or $322,404 at 6%; with 100% employer match about $362,705 at 4% or $241,803 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 8 | $3,979,171 | $112,131 | $14,016iApproximate average salary by contribution assumption: employee only about $350,409 at 4% or $233,606 at 6%; with 50% employer match about $233,606 at 4% or $155,738 at 6%; with 100% employer match about $175,205 at 4% or $116,803 at 6%. |
| Drew a. Shulman, D.M.D. PC. Cash Balance Plan | - | 8 | $753,030 | $120,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2020 | 2 | 7 | $3,755,330 | $205,731 | $29,390iApproximate average salary by contribution assumption: employee only about $734,754 at 4% or $489,836 at 6%; with 50% employer match about $489,836 at 4% or $326,557 at 6%; with 100% employer match about $367,377 at 4% or $244,918 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 7 | $3,224,548 | $79,731 | $11,390iApproximate average salary by contribution assumption: employee only about $284,754 at 4% or $189,836 at 6%; with 50% employer match about $189,836 at 4% or $126,557 at 6%; with 100% employer match about $142,377 at 4% or $94,918 at 6%. |
| Drew a. Shulman, D.M.D. PC. Cash Balance Plan | - | 6 | $530,782 | $126,000 | $21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%. |
| 2019 | 2 | 7 | $3,186,435 | $173,326 | $24,761iApproximate average salary by contribution assumption: employee only about $619,021 at 4% or $412,681 at 6%; with 50% employer match about $412,681 at 4% or $275,121 at 6%; with 100% employer match about $309,511 at 4% or $206,340 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 7 | $2,818,541 | $108,326 | $15,475iApproximate average salary by contribution assumption: employee only about $386,879 at 4% or $257,919 at 6%; with 50% employer match about $257,919 at 4% or $171,946 at 6%; with 100% employer match about $193,439 at 4% or $128,960 at 6%. |
| Drew a. Shulman, D.M.D. PC. Cash Balance Plan | - | 6 | $367,894 | $65,000 | $10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%. |
| 2018 | 2 | 7 | $2,381,168 | $216,025 | $30,861iApproximate average salary by contribution assumption: employee only about $771,518 at 4% or $514,345 at 6%; with 50% employer match about $514,345 at 4% or $342,897 at 6%; with 100% employer match about $385,759 at 4% or $257,173 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 7 | $2,133,964 | $106,025 | $15,146iApproximate average salary by contribution assumption: employee only about $378,661 at 4% or $252,440 at 6%; with 50% employer match about $252,440 at 4% or $168,294 at 6%; with 100% employer match about $189,330 at 4% or $126,220 at 6%. |
| Drew a. Shulman, D.M.D. PC. Cash Balance Plan | - | 6 | $247,204 | $110,000 | $18,333iApproximate average salary by contribution assumption: employee only about $458,333 at 4% or $305,556 at 6%; with 50% employer match about $305,556 at 4% or $203,704 at 6%; with 100% employer match about $229,167 at 4% or $152,778 at 6%. |
| 2017 | 2 | 6 | $2,381,791 | $179,306 | $29,884iApproximate average salary by contribution assumption: employee only about $747,108 at 4% or $498,072 at 6%; with 50% employer match about $498,072 at 4% or $332,048 at 6%; with 100% employer match about $373,554 at 4% or $249,036 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 6 | $2,236,713 | $92,306 | $15,384iApproximate average salary by contribution assumption: employee only about $384,608 at 4% or $256,406 at 6%; with 50% employer match about $256,406 at 4% or $170,937 at 6%; with 100% employer match about $192,304 at 4% or $128,203 at 6%. |
| Drew a. Shulman, D.M.D. PC. Cash Balance Plan | - | 5 | $145,078 | $87,000 | $17,400iApproximate average salary by contribution assumption: employee only about $435,000 at 4% or $290,000 at 6%; with 50% employer match about $290,000 at 4% or $193,333 at 6%; with 100% employer match about $217,500 at 4% or $145,000 at 6%. |
| 2016 | 2 | 6 | $1,867,830 | $135,005 | $22,501iApproximate average salary by contribution assumption: employee only about $562,521 at 4% or $375,014 at 6%; with 50% employer match about $375,014 at 4% or $250,009 at 6%; with 100% employer match about $281,260 at 4% or $187,507 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 6 | $1,817,825 | $85,000 | $14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%. |
| Drew a. Shulman, D.M.D. PC. Cash Balance Plan | - | 4 | $50,005 | $50,005 | $12,501iApproximate average salary by contribution assumption: employee only about $312,531 at 4% or $208,354 at 6%; with 50% employer match about $208,354 at 4% or $138,903 at 6%; with 100% employer match about $156,266 at 4% or $104,177 at 6%. |
| 2015 | 1 | 5 | $1,565,196 | $63,619 | $12,724iApproximate average salary by contribution assumption: employee only about $318,095 at 4% or $212,063 at 6%; with 50% employer match about $212,063 at 4% or $141,376 at 6%; with 100% employer match about $159,048 at 4% or $106,032 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 5 | $1,565,196 | $63,619 | $12,724iApproximate average salary by contribution assumption: employee only about $318,095 at 4% or $212,063 at 6%; with 50% employer match about $212,063 at 4% or $141,376 at 6%; with 100% employer match about $159,048 at 4% or $106,032 at 6%. |
| 2014 | 1 | 4 | $1,541,707 | $62,960 | $15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 4 | $1,541,707 | $62,960 | $15,740iApproximate average salary by contribution assumption: employee only about $393,500 at 4% or $262,333 at 6%; with 50% employer match about $262,333 at 4% or $174,889 at 6%; with 100% employer match about $196,750 at 4% or $131,167 at 6%. |
| 2013 | 1 | 5 | $1,364,550 | $63,715 | $12,743iApproximate average salary by contribution assumption: employee only about $318,575 at 4% or $212,383 at 6%; with 50% employer match about $212,383 at 4% or $141,589 at 6%; with 100% employer match about $159,288 at 4% or $106,192 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 5 | $1,364,550 | $63,715 | $12,743iApproximate average salary by contribution assumption: employee only about $318,575 at 4% or $212,383 at 6%; with 50% employer match about $212,383 at 4% or $141,589 at 6%; with 100% employer match about $159,288 at 4% or $106,192 at 6%. |
| 2012 | 1 | 4 | $1,069,201 | $59,258 | $14,815iApproximate average salary by contribution assumption: employee only about $370,363 at 4% or $246,908 at 6%; with 50% employer match about $246,908 at 4% or $164,606 at 6%; with 100% employer match about $185,181 at 4% or $123,454 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 4 | $1,069,201 | $59,258 | $14,815iApproximate average salary by contribution assumption: employee only about $370,363 at 4% or $246,908 at 6%; with 50% employer match about $246,908 at 4% or $164,606 at 6%; with 100% employer match about $185,181 at 4% or $123,454 at 6%. |
| 2011 | 1 | 4 | $878,072 | $58,017 | $14,504iApproximate average salary by contribution assumption: employee only about $362,606 at 4% or $241,738 at 6%; with 50% employer match about $241,738 at 4% or $161,158 at 6%; with 100% employer match about $181,303 at 4% or $120,869 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 4 | $878,072 | $58,017 | $14,504iApproximate average salary by contribution assumption: employee only about $362,606 at 4% or $241,738 at 6%; with 50% employer match about $241,738 at 4% or $161,158 at 6%; with 100% employer match about $181,303 at 4% or $120,869 at 6%. |
| 2010 | 1 | 4 | $873,689 | $58,141 | $14,535iApproximate average salary by contribution assumption: employee only about $363,381 at 4% or $242,254 at 6%; with 50% employer match about $242,254 at 4% or $161,503 at 6%; with 100% employer match about $181,691 at 4% or $121,127 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 4 | $873,689 | $58,141 | $14,535iApproximate average salary by contribution assumption: employee only about $363,381 at 4% or $242,254 at 6%; with 50% employer match about $242,254 at 4% or $161,503 at 6%; with 100% employer match about $181,691 at 4% or $121,127 at 6%. |
| 2009 | 1 | 4 | $681,851 | $58,269 | $14,567iApproximate average salary by contribution assumption: employee only about $364,181 at 4% or $242,788 at 6%; with 50% employer match about $242,788 at 4% or $161,858 at 6%; with 100% employer match about $182,091 at 4% or $121,394 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 4 | $681,851 | $58,269 | $14,567iApproximate average salary by contribution assumption: employee only about $364,181 at 4% or $242,788 at 6%; with 50% employer match about $242,788 at 4% or $161,858 at 6%; with 100% employer match about $182,091 at 4% or $121,394 at 6%. |
| 2008 | 1 | 4 | $508,812 | $55,093 | $13,773iApproximate average salary by contribution assumption: employee only about $344,331 at 4% or $229,554 at 6%; with 50% employer match about $229,554 at 4% or $153,036 at 6%; with 100% employer match about $172,166 at 4% or $114,777 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 4 | $508,812 | $55,093 | $13,773iApproximate average salary by contribution assumption: employee only about $344,331 at 4% or $229,554 at 6%; with 50% employer match about $229,554 at 4% or $153,036 at 6%; with 100% employer match about $172,166 at 4% or $114,777 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $653,492 | $55,386 | $13,847iApproximate average salary by contribution assumption: employee only about $346,163 at 4% or $230,775 at 6%; with 50% employer match about $230,775 at 4% or $153,850 at 6%; with 100% employer match about $173,081 at 4% or $115,388 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 4 | $653,492 | $55,386 | $13,847iApproximate average salary by contribution assumption: employee only about $346,163 at 4% or $230,775 at 6%; with 50% employer match about $230,775 at 4% or $153,850 at 6%; with 100% employer match about $173,081 at 4% or $115,388 at 6%. |
| 2005 | 1 | 4 | $0 | $0 | - |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 4 | - | - | - |
| 2004 | 1 | 5 | $431,271 | $47,327 | $9,465iApproximate average salary by contribution assumption: employee only about $236,635 at 4% or $157,757 at 6%; with 50% employer match about $157,757 at 4% or $105,171 at 6%; with 100% employer match about $118,318 at 4% or $78,878 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 5 | $431,271 | $47,327 | $9,465iApproximate average salary by contribution assumption: employee only about $236,635 at 4% or $157,757 at 6%; with 50% employer match about $157,757 at 4% or $105,171 at 6%; with 100% employer match about $118,318 at 4% or $78,878 at 6%. |
| 2003 | 1 | 5 | $334,032 | $46,438 | $9,288iApproximate average salary by contribution assumption: employee only about $232,190 at 4% or $154,793 at 6%; with 50% employer match about $154,793 at 4% or $103,196 at 6%; with 100% employer match about $116,095 at 4% or $77,397 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 5 | $334,032 | $46,438 | $9,288iApproximate average salary by contribution assumption: employee only about $232,190 at 4% or $154,793 at 6%; with 50% employer match about $154,793 at 4% or $103,196 at 6%; with 100% employer match about $116,095 at 4% or $77,397 at 6%. |
| 2002 | 1 | 5 | $229,306 | $41,495 | $8,299iApproximate average salary by contribution assumption: employee only about $207,475 at 4% or $138,317 at 6%; with 50% employer match about $138,317 at 4% or $92,211 at 6%; with 100% employer match about $103,738 at 4% or $69,158 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 5 | $229,306 | $41,495 | $8,299iApproximate average salary by contribution assumption: employee only about $207,475 at 4% or $138,317 at 6%; with 50% employer match about $138,317 at 4% or $92,211 at 6%; with 100% employer match about $103,738 at 4% or $69,158 at 6%. |
| 2000 | 1 | 5 | $0 | $0 | - |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 5 | - | - | - |
| 1999 | 1 | 5 | $213,459 | $32,581 | $6,516iApproximate average salary by contribution assumption: employee only about $162,905 at 4% or $108,603 at 6%; with 50% employer match about $108,603 at 4% or $72,402 at 6%; with 100% employer match about $81,453 at 4% or $54,302 at 6%. |
| Drew a. Shulman, D.M.D. PC. Profit Sharing Plan & Trust | - | 5 | $213,459 | $32,581 | $6,516iApproximate average salary by contribution assumption: employee only about $162,905 at 4% or $108,603 at 6%; with 50% employer match about $108,603 at 4% or $72,402 at 6%; with 100% employer match about $81,453 at 4% or $54,302 at 6%. |