Civic Intelligence

Jean G Schuldt

Plan context: REAL ESTATE SPECIALTIES MONEY PURCHASE PENSION PLAN

EIN 27-2141216 • Fort Myers Beach, FL • 19 filings • 5 plans

7100 Estero Blvd Apt 704Fort Myers Beach, FL 33931-4740
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$4,707,358

2019 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$4,707,358$2,353,679$0200920152019YearValue
$4,707,358Latest year 2019

Participants Over Time

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

110200920152019YearValue
1Latest year 2019

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
201921$4,707,358$0-
REAL ESTATE SPECIALTIES MONEY PURCHASE PENSION PLAN-1$4,641,019--
Real Estate Specialties Keogh Profit Sharing Plan-1$66,339--
201821$3,892,755$0-
REAL ESTATE SPECIALTIES MONEY PURCHASE PENSION PLAN-1$3,837,106--
Real Estate Specialties Keogh Profit Sharing Plan-1$55,649--
201721$4,238,888$0-
REAL ESTATE SPECIALTIES MONEY PURCHASE PENSION PLAN-1$4,180,562--
Real Estate Specialties Keogh Profit Sharing Plan-1$58,326--
201621$3,656,089$0-
REAL ESTATE SPECIALTIES PLAN MONEY PURCHASE PENSION PLAN-1$3,604,854--
Real Estate Specialties Keogh Profit Sharing Plan-1$51,235--
201521$3,286,363$0-
REAL ESTATE SPECIALTIES KEOGH PLAN MONEY PURCHASE PENSION PLAN-1$3,240,048--
Real Estate Specialties Keogh Profit Sharing Plan-1$46,315--
201421$3,427,546$0-
REAL ESTATE SPECIALTIES KEOGH PLAN MONEY PURCHASE PENSION PLAN-1$3,380,557--
Real Estate Specialties Keogh Profit Sharing Plan-1$46,989--
201321$3,116,540$0-
REAL ESTATE SPECIALTIES KEOGH PLAN MONEY PURCHASE PENSION PLAN-1$3,072,813--
Real Estate Specialties Keogh Profit Sharing Plan-1$43,727--
201221$2,752,422$0-
REAL ESTATE SPECIALTIES KEOGH PLAN MONEY PURCHASE PENSION PLAN-1$2,714,800--
Real Estate Specialties Keogh Profit Sharing Plan-1$37,622--
201121$2,355,814$0-
REAL ESTATE SPECIALTIES KEOGH PLAN MONEY PURCHASE PENSION PLAN-1$2,321,915--
Real Estate Specialties Keogh Profit Sharing Plan-1$33,899--
200911$1,154,205$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
REAL ESTATE SPECIALTIES KEOGH PLAN MONEY PURCHASE PENSION PLAN-1$1,154,205$20,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.