Civic Intelligence

Shmuely & Willis Pa

Plan context: Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust

EIN 27-0949520 • North Miami, FL • 22 filings • 4 plans

12955 Biscayne Blvd Ste 201North Miami, FL 33181-2021
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,869,561

2025 Contributions

$206,869

Historical Graphs

Total Assets Over Time

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

$1,869,561$934,781$0201120182025YearValue
$1,869,561Latest year 2025

Participants Over Time

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

1260201120192025YearValue
11Latest year 2025

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
2025211$1,869,561$206,869$18,806iApproximate average salary by contribution assumption: employee only about $470,157 at 4% or $313,438 at 6%; with 50% employer match about $313,438 at 4% or $208,959 at 6%; with 100% employer match about $235,078 at 4% or $156,719 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-11$1,283,147$206,869$18,806iApproximate average salary by contribution assumption: employee only about $470,157 at 4% or $313,438 at 6%; with 50% employer match about $313,438 at 4% or $208,959 at 6%; with 100% employer match about $235,078 at 4% or $156,719 at 6%.
CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN-9$586,414$0-
2024212$1,397,923$189,191$15,766iApproximate average salary by contribution assumption: employee only about $394,148 at 4% or $262,765 at 6%; with 50% employer match about $262,765 at 4% or $175,177 at 6%; with 100% employer match about $197,074 at 4% or $131,383 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-12$869,084$104,191$8,683iApproximate average salary by contribution assumption: employee only about $217,065 at 4% or $144,710 at 6%; with 50% employer match about $144,710 at 4% or $96,473 at 6%; with 100% employer match about $108,532 at 4% or $72,355 at 6%.
CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN-10$528,839$85,000$8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%.
2023210$1,103,913$80,761$8,076iApproximate average salary by contribution assumption: employee only about $201,903 at 4% or $134,602 at 6%; with 50% employer match about $134,602 at 4% or $89,734 at 6%; with 100% employer match about $100,951 at 4% or $67,301 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-10$682,664$80,761$8,076iApproximate average salary by contribution assumption: employee only about $201,903 at 4% or $134,602 at 6%; with 50% employer match about $134,602 at 4% or $89,734 at 6%; with 100% employer match about $100,951 at 4% or $67,301 at 6%.
CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN-10$421,249--
202229$914,926$332,380$36,931iApproximate average salary by contribution assumption: employee only about $923,278 at 4% or $615,519 at 6%; with 50% employer match about $615,519 at 4% or $410,346 at 6%; with 100% employer match about $461,639 at 4% or $307,759 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-9$513,791$147,634$16,404iApproximate average salary by contribution assumption: employee only about $410,094 at 4% or $273,396 at 6%; with 50% employer match about $273,396 at 4% or $182,264 at 6%; with 100% employer match about $205,047 at 4% or $136,698 at 6%.
CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN-8$401,135$184,746$23,093iApproximate average salary by contribution assumption: employee only about $577,331 at 4% or $384,888 at 6%; with 50% employer match about $384,888 at 4% or $256,592 at 6%; with 100% employer match about $288,666 at 4% or $192,444 at 6%.
202128$805,302$293,710$36,714iApproximate average salary by contribution assumption: employee only about $917,844 at 4% or $611,896 at 6%; with 50% employer match about $611,896 at 4% or $407,931 at 6%; with 100% employer match about $458,922 at 4% or $305,948 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-8$464,478$71,141$8,893iApproximate average salary by contribution assumption: employee only about $222,316 at 4% or $148,210 at 6%; with 50% employer match about $148,210 at 4% or $98,807 at 6%; with 100% employer match about $111,158 at 4% or $74,105 at 6%.
CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN-8$340,824$222,569$27,821iApproximate average salary by contribution assumption: employee only about $695,528 at 4% or $463,685 at 6%; with 50% employer match about $463,685 at 4% or $309,124 at 6%; with 100% employer match about $347,764 at 4% or $231,843 at 6%.
202027$454,084$154,696$22,099iApproximate average salary by contribution assumption: employee only about $552,486 at 4% or $368,324 at 6%; with 50% employer match about $368,324 at 4% or $245,549 at 6%; with 100% employer match about $276,243 at 4% or $184,162 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-3$345,373$45,985$15,328iApproximate average salary by contribution assumption: employee only about $383,208 at 4% or $255,472 at 6%; with 50% employer match about $255,472 at 4% or $170,315 at 6%; with 100% employer match about $191,604 at 4% or $127,736 at 6%.
CHAVIN MITCHELL SHMUELY CASH BALANCE PLAN-7$108,711$108,711$15,530iApproximate average salary by contribution assumption: employee only about $388,254 at 4% or $258,836 at 6%; with 50% employer match about $258,836 at 4% or $172,557 at 6%; with 100% employer match about $194,127 at 4% or $129,418 at 6%.
201912$245,699$44,193$22,097iApproximate average salary by contribution assumption: employee only about $552,413 at 4% or $368,275 at 6%; with 50% employer match about $368,275 at 4% or $245,517 at 6%; with 100% employer match about $276,206 at 4% or $184,138 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-2$245,699$44,193$22,097iApproximate average salary by contribution assumption: employee only about $552,413 at 4% or $368,275 at 6%; with 50% employer match about $368,275 at 4% or $245,517 at 6%; with 100% employer match about $276,206 at 4% or $184,138 at 6%.
201815$162,602$38,000$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-5$162,602$38,000$7,600iApproximate average salary by contribution assumption: employee only about $190,000 at 4% or $126,667 at 6%; with 50% employer match about $126,667 at 4% or $84,444 at 6%; with 100% employer match about $95,000 at 4% or $63,333 at 6%.
201715$138,039$31,000$6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-5$138,039$31,000$6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%.
201612$95,102$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-2$95,102$18,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
201512$73,895$13,197$6,599iApproximate average salary by contribution assumption: employee only about $164,963 at 4% or $109,975 at 6%; with 50% employer match about $109,975 at 4% or $73,317 at 6%; with 100% employer match about $82,481 at 4% or $54,988 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-2$73,895$13,197$6,599iApproximate average salary by contribution assumption: employee only about $164,963 at 4% or $109,975 at 6%; with 50% employer match about $109,975 at 4% or $73,317 at 6%; with 100% employer match about $82,481 at 4% or $54,988 at 6%.
201410$60,698$20,771-
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-0$60,698$20,771-
201311$39,327$20,600$20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-1$39,327$20,600$20,600iApproximate average salary by contribution assumption: employee only about $515,000 at 4% or $343,333 at 6%; with 50% employer match about $343,333 at 4% or $228,889 at 6%; with 100% employer match about $257,500 at 4% or $171,667 at 6%.
201211$14,034$10,500$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-1$14,034$10,500$10,500iApproximate average salary by contribution assumption: employee only about $262,500 at 4% or $175,000 at 6%; with 50% employer match about $175,000 at 4% or $116,667 at 6%; with 100% employer match about $131,250 at 4% or $87,500 at 6%.
201121$5,754$5,750$5,750iApproximate average salary by contribution assumption: employee only about $143,750 at 4% or $95,833 at 6%; with 50% employer match about $95,833 at 4% or $63,889 at 6%; with 100% employer match about $71,875 at 4% or $47,917 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-1$2,877$2,875$2,875iApproximate average salary by contribution assumption: employee only about $71,875 at 4% or $47,917 at 6%; with 50% employer match about $47,917 at 4% or $31,944 at 6%; with 100% employer match about $35,938 at 4% or $23,958 at 6%.
Shmuely & Willis Pa 401(K) Profit Sharing Plan & Trust-1$2,877$2,875$2,875iApproximate average salary by contribution assumption: employee only about $71,875 at 4% or $47,917 at 6%; with 50% employer match about $47,917 at 4% or $31,944 at 6%; with 100% employer match about $35,938 at 4% or $23,958 at 6%.