Civic Intelligence

Sheffler Consulting Actuaries Inc.

Plan context: William J. Sheffler & Associates Profit Sharing 401K Plan

EIN 33-0755150 • San Diego, CA • 26 filings • 5 plans

4141 Jutland Dr.Suite 210San Diego, CA 92117
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,608,240

2018 Contributions

$6,918

Historical Graphs

Total Assets Over Time

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

$1,907,193$953,597$0199920112017YearValue
$1,608,240Latest year 2017

Participants Over Time

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

1050199920092017YearValue
1Latest year 2017

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
201810$0$0-
William J. Sheffler & Associates Profit Sharing 401K Plan-0$0$0-
201711$1,608,240$0-
William J. Sheffler & Associates Profit Sharing 401K Plan-1$1,608,240$0-
201616$1,515,041$0-
William J. Sheffler & Associates Profit Sharing 401K Plan-6$1,515,041$0-
201518$1,884,294$6,918$865iApproximate average salary by contribution assumption: employee only about $21,619 at 4% or $14,413 at 6%; with 50% employer match about $14,413 at 4% or $9,608 at 6%; with 100% employer match about $10,809 at 4% or $7,206 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-8$1,884,294$6,918$865iApproximate average salary by contribution assumption: employee only about $21,619 at 4% or $14,413 at 6%; with 50% employer match about $14,413 at 4% or $9,608 at 6%; with 100% employer match about $10,809 at 4% or $7,206 at 6%.
201417$1,907,193$13,287$1,898iApproximate average salary by contribution assumption: employee only about $47,454 at 4% or $31,636 at 6%; with 50% employer match about $31,636 at 4% or $21,090 at 6%; with 100% employer match about $23,727 at 4% or $15,818 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-7$1,907,193$13,287$1,898iApproximate average salary by contribution assumption: employee only about $47,454 at 4% or $31,636 at 6%; with 50% employer match about $31,636 at 4% or $21,090 at 6%; with 100% employer match about $23,727 at 4% or $15,818 at 6%.
201318$1,845,142$3,640$455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-8$1,845,142$3,640$455iApproximate average salary by contribution assumption: employee only about $11,375 at 4% or $7,583 at 6%; with 50% employer match about $7,583 at 4% or $5,056 at 6%; with 100% employer match about $5,688 at 4% or $3,792 at 6%.
2012110$1,504,242$280$28iApproximate average salary by contribution assumption: employee only about $700 at 4% or $467 at 6%; with 50% employer match about $467 at 4% or $311 at 6%; with 100% employer match about $350 at 4% or $233 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-10$1,504,242$280$28iApproximate average salary by contribution assumption: employee only about $700 at 4% or $467 at 6%; with 50% employer match about $467 at 4% or $311 at 6%; with 100% employer match about $350 at 4% or $233 at 6%.
2011110$1,485,771$11,321$1,132iApproximate average salary by contribution assumption: employee only about $28,302 at 4% or $18,868 at 6%; with 50% employer match about $18,868 at 4% or $12,579 at 6%; with 100% employer match about $14,151 at 4% or $9,434 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-10$1,485,771$11,321$1,132iApproximate average salary by contribution assumption: employee only about $28,302 at 4% or $18,868 at 6%; with 50% employer match about $18,868 at 4% or $12,579 at 6%; with 100% employer match about $14,151 at 4% or $9,434 at 6%.
2010110$1,634,427$36,590$3,659iApproximate average salary by contribution assumption: employee only about $91,475 at 4% or $60,983 at 6%; with 50% employer match about $60,983 at 4% or $40,656 at 6%; with 100% employer match about $45,738 at 4% or $30,492 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-10$1,634,427$36,590$3,659iApproximate average salary by contribution assumption: employee only about $91,475 at 4% or $60,983 at 6%; with 50% employer match about $60,983 at 4% or $40,656 at 6%; with 100% employer match about $45,738 at 4% or $30,492 at 6%.
200919$1,713,629$57,103$6,345iApproximate average salary by contribution assumption: employee only about $158,619 at 4% or $105,746 at 6%; with 50% employer match about $105,746 at 4% or $70,498 at 6%; with 100% employer match about $79,310 at 4% or $52,873 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-9$1,713,629$57,103$6,345iApproximate average salary by contribution assumption: employee only about $158,619 at 4% or $105,746 at 6%; with 50% employer match about $105,746 at 4% or $70,498 at 6%; with 100% employer match about $79,310 at 4% or $52,873 at 6%.
200717$0$0-
William J. Sheffler & Associates Profit Sharing 401K Plan-7---
200617$1,606,464$93,208$13,315iApproximate average salary by contribution assumption: employee only about $332,886 at 4% or $221,924 at 6%; with 50% employer match about $221,924 at 4% or $147,949 at 6%; with 100% employer match about $166,443 at 4% or $110,962 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-7$1,606,464$93,208$13,315iApproximate average salary by contribution assumption: employee only about $332,886 at 4% or $221,924 at 6%; with 50% employer match about $221,924 at 4% or $147,949 at 6%; with 100% employer match about $166,443 at 4% or $110,962 at 6%.
200517$1,427,328$93,117$13,302iApproximate average salary by contribution assumption: employee only about $332,561 at 4% or $221,707 at 6%; with 50% employer match about $221,707 at 4% or $147,805 at 6%; with 100% employer match about $166,280 at 4% or $110,854 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-7$1,427,328$93,117$13,302iApproximate average salary by contribution assumption: employee only about $332,561 at 4% or $221,707 at 6%; with 50% employer match about $221,707 at 4% or $147,805 at 6%; with 100% employer match about $166,280 at 4% or $110,854 at 6%.
200426$1,149,546$83,265$13,878iApproximate average salary by contribution assumption: employee only about $346,938 at 4% or $231,292 at 6%; with 50% employer match about $231,292 at 4% or $154,194 at 6%; with 100% employer match about $173,469 at 4% or $115,646 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-6$1,149,546$83,265$13,878iApproximate average salary by contribution assumption: employee only about $346,938 at 4% or $231,292 at 6%; with 50% employer match about $231,292 at 4% or $154,194 at 6%; with 100% employer match about $173,469 at 4% or $115,646 at 6%.
Sheffler & Associates Money Purchase Pension Plan-0---
200326$0$0-
William J. Sheffler & Associates Profit Sharing 401K Plan-6---
Sheffler & Associates Money Purchase Pension Plan-6---
200226$0$0-
Sheffler & Associates Money Purchase Pension Plan-6---
William J. Sheffler & Associates Profit Sharing 401K Plan-6---
200125$0$0-
William J. Sheffler & Associates Profit Sharing 401K Plan-5---
Sheffler & Associates Money Purchase Pension Plan-5---
200035$0$0-
William J. Sheffler & Associates Profit Sharing 401K Plan-5---
Sheffler & Associates Money Purchase Pension Plan-5---
William J. Sheffler & Associates Profit Sharing 401K Plan-5---
199924$733,519$38,557$9,639iApproximate average salary by contribution assumption: employee only about $240,981 at 4% or $160,654 at 6%; with 50% employer match about $160,654 at 4% or $107,103 at 6%; with 100% employer match about $120,491 at 4% or $80,327 at 6%.
Sheffler & Associates Money Purchase Pension Plan-4$504,738$6,039$1,510iApproximate average salary by contribution assumption: employee only about $37,744 at 4% or $25,163 at 6%; with 50% employer match about $25,163 at 4% or $16,775 at 6%; with 100% employer match about $18,872 at 4% or $12,581 at 6%.
William J. Sheffler & Associates Profit Sharing 401K Plan-4$228,781$32,518$8,130iApproximate average salary by contribution assumption: employee only about $203,238 at 4% or $135,492 at 6%; with 50% employer match about $135,492 at 4% or $90,328 at 6%; with 100% employer match about $101,619 at 4% or $67,746 at 6%.