Civic Intelligence

William D. Shapiro

Plan context: William D. Shapiro 401K Plan and Trust

EIN 33-0051689 • 23 filings • 2 plans

Current Snapshot

Latest Year

2021

2021 Participants

6

2021 Assets

$3,339,066

2021 Contributions

$120,140

Historical Graphs

Total Assets Over Time

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

$3,339,066$1,669,533$0200220122021YearValue
$3,339,066Latest year 2021

Participants Over Time

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

630200020112021YearValue
6Latest year 2021

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
202116$3,339,066$120,140$20,023iApproximate average salary by contribution assumption: employee only about $500,583 at 4% or $333,722 at 6%; with 50% employer match about $333,722 at 4% or $222,481 at 6%; with 100% employer match about $250,292 at 4% or $166,861 at 6%.
William D. Shapiro 401K Plan and Trust-6$3,339,066$120,140$20,023iApproximate average salary by contribution assumption: employee only about $500,583 at 4% or $333,722 at 6%; with 50% employer match about $333,722 at 4% or $222,481 at 6%; with 100% employer match about $250,292 at 4% or $166,861 at 6%.
202014$2,995,773$86,800$21,700iApproximate average salary by contribution assumption: employee only about $542,500 at 4% or $361,667 at 6%; with 50% employer match about $361,667 at 4% or $241,111 at 6%; with 100% employer match about $271,250 at 4% or $180,833 at 6%.
William D. Shapiro 401K Plan and Trust-4$2,995,773$86,800$21,700iApproximate average salary by contribution assumption: employee only about $542,500 at 4% or $361,667 at 6%; with 50% employer match about $361,667 at 4% or $241,111 at 6%; with 100% employer match about $271,250 at 4% or $180,833 at 6%.
201914$2,738,573$83,800$20,950iApproximate average salary by contribution assumption: employee only about $523,750 at 4% or $349,167 at 6%; with 50% employer match about $349,167 at 4% or $232,778 at 6%; with 100% employer match about $261,875 at 4% or $174,583 at 6%.
William D. Shapiro 401K Plan and Trust-4$2,738,573$83,800$20,950iApproximate average salary by contribution assumption: employee only about $523,750 at 4% or $349,167 at 6%; with 50% employer match about $349,167 at 4% or $232,778 at 6%; with 100% employer match about $261,875 at 4% or $174,583 at 6%.
201814$2,555,525$76,300$19,075iApproximate average salary by contribution assumption: employee only about $476,875 at 4% or $317,917 at 6%; with 50% employer match about $317,917 at 4% or $211,944 at 6%; with 100% employer match about $238,438 at 4% or $158,958 at 6%.
William D. Shapiro 401K Plan and Trust-4$2,555,525$76,300$19,075iApproximate average salary by contribution assumption: employee only about $476,875 at 4% or $317,917 at 6%; with 50% employer match about $317,917 at 4% or $211,944 at 6%; with 100% employer match about $238,438 at 4% or $158,958 at 6%.
201713$2,428,835$71,356$23,785iApproximate average salary by contribution assumption: employee only about $594,633 at 4% or $396,422 at 6%; with 50% employer match about $396,422 at 4% or $264,281 at 6%; with 100% employer match about $297,317 at 4% or $198,211 at 6%.
William D. Shapiro 401K Plan and Trust-3$2,428,835$71,356$23,785iApproximate average salary by contribution assumption: employee only about $594,633 at 4% or $396,422 at 6%; with 50% employer match about $396,422 at 4% or $264,281 at 6%; with 100% employer match about $297,317 at 4% or $198,211 at 6%.
201611$2,525,773$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
William D. Shapiro 401K Plan and Trust-1$2,525,773$59,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201511$2,428,900$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
William D. Shapiro 401K Plan and Trust-1$2,428,900$53,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201411$2,385,913$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
William D. Shapiro 401K Plan and Trust-1$2,385,913$52,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201311$2,207,781$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
William D. Shapiro 401K Plan and Trust-1$2,207,781$51,000$51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%.
201211$1,991,060$0-
William D. Shapiro 401K Plan and Trust-1$1,991,060--
201112$2,018,974$0-
William D. Shapiro 401K Plan and Trust-2$2,018,974--
201012$2,041,432$59,285$29,643iApproximate average salary by contribution assumption: employee only about $741,063 at 4% or $494,042 at 6%; with 50% employer match about $494,042 at 4% or $329,361 at 6%; with 100% employer match about $370,531 at 4% or $247,021 at 6%.
William D. Shapiro 401K Plan and Trust-2$2,041,432$59,285$29,643iApproximate average salary by contribution assumption: employee only about $741,063 at 4% or $494,042 at 6%; with 50% employer match about $494,042 at 4% or $329,361 at 6%; with 100% employer match about $370,531 at 4% or $247,021 at 6%.
200912$2,041,798$58,592$29,296iApproximate average salary by contribution assumption: employee only about $732,400 at 4% or $488,267 at 6%; with 50% employer match about $488,267 at 4% or $325,511 at 6%; with 100% employer match about $366,200 at 4% or $244,133 at 6%.
William D. Shapiro 401K Plan and Trust-2$2,041,798$58,592$29,296iApproximate average salary by contribution assumption: employee only about $732,400 at 4% or $488,267 at 6%; with 50% employer match about $488,267 at 4% or $325,511 at 6%; with 100% employer match about $366,200 at 4% or $244,133 at 6%.
200812$1,999,444$57,500$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
William D. Shapiro 401K Plan and Trust-2$1,999,444$57,500$28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%.
200712$0$0-
William D. Shapiro 401K Plan and Trust-2---
200612$1,661,023$52,401$26,201iApproximate average salary by contribution assumption: employee only about $655,013 at 4% or $436,675 at 6%; with 50% employer match about $436,675 at 4% or $291,117 at 6%; with 100% employer match about $327,506 at 4% or $218,338 at 6%.
William D. Shapiro 401K Plan and Trust-2$1,661,023$52,401$26,201iApproximate average salary by contribution assumption: employee only about $655,013 at 4% or $436,675 at 6%; with 50% employer match about $436,675 at 4% or $291,117 at 6%; with 100% employer match about $327,506 at 4% or $218,338 at 6%.
200512$1,595,275$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
William D. Shapiro 401K Plan and Trust-2$1,595,275$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
200412$1,502,472$49,568$24,784iApproximate average salary by contribution assumption: employee only about $619,600 at 4% or $413,067 at 6%; with 50% employer match about $413,067 at 4% or $275,378 at 6%; with 100% employer match about $309,800 at 4% or $206,533 at 6%.
William D. Shapiro 401K Plan and Trust-2$1,502,472$49,568$24,784iApproximate average salary by contribution assumption: employee only about $619,600 at 4% or $413,067 at 6%; with 50% employer match about $413,067 at 4% or $275,378 at 6%; with 100% employer match about $309,800 at 4% or $206,533 at 6%.
200322$1,384,619$49,537$24,769iApproximate average salary by contribution assumption: employee only about $619,213 at 4% or $412,808 at 6%; with 50% employer match about $412,808 at 4% or $275,206 at 6%; with 100% employer match about $309,606 at 4% or $206,404 at 6%.
William D. Shapiro 401K Plan and Trust-2$1,384,619$49,537$24,769iApproximate average salary by contribution assumption: employee only about $619,213 at 4% or $412,808 at 6%; with 50% employer match about $412,808 at 4% or $275,206 at 6%; with 100% employer match about $309,606 at 4% or $206,404 at 6%.
WILLIAM D. SHAPIRO MONEY PURCHASE PENSION PLAN-0---
200212$1,260,234$50,650$25,325iApproximate average salary by contribution assumption: employee only about $633,125 at 4% or $422,083 at 6%; with 50% employer match about $422,083 at 4% or $281,389 at 6%; with 100% employer match about $316,563 at 4% or $211,042 at 6%.
WILLIAM D. SHAPIRO MONEY PURCHASE PENSION PLAN-2$1,260,234$50,650$25,325iApproximate average salary by contribution assumption: employee only about $633,125 at 4% or $422,083 at 6%; with 50% employer match about $422,083 at 4% or $281,389 at 6%; with 100% employer match about $316,563 at 4% or $211,042 at 6%.
200113$0$0-
WILLIAM D. SHAPIRO MONEY PURCHASE PENSION PLAN-3---
200013$0$0-
WILLIAM D. SHAPIRO MONEY PURCHASE PENSION PLAN-3---