Shields Law Offices
Plan context: Shields Law Offices Money Purchase Penson Plan
EIN 33-0756824 • Irvine, CA • 19 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$254,478
2017 Contributions
$38,205
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 0 | $0 | - | - |
| 2016 | 1 | 3 | $254,478 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $254,478 | - | - |
| 2015 | 1 | 3 | $241,823 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $241,823 | - | - |
| 2014 | 1 | 3 | $244,445 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $244,445 | - | - |
| 2013 | 1 | 3 | $235,106 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $235,106 | - | - |
| 2012 | 1 | 3 | $213,726 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $213,726 | - | - |
| 2011 | 1 | 3 | $199,686 | $38,205 | $12,735iApproximate average salary by contribution assumption: employee only about $318,375 at 4% or $212,250 at 6%; with 50% employer match about $212,250 at 4% or $141,500 at 6%; with 100% employer match about $159,188 at 4% or $106,125 at 6%. |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $199,686 | $38,205 | $12,735iApproximate average salary by contribution assumption: employee only about $318,375 at 4% or $212,250 at 6%; with 50% employer match about $212,250 at 4% or $141,500 at 6%; with 100% employer match about $159,188 at 4% or $106,125 at 6%. |
| 2010 | 1 | 3 | $162,395 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $162,395 | - | - |
| 2009 | 1 | 3 | $151,719 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $151,719 | - | - |
| 2008 | 1 | 3 | $132,743 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $132,743 | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $151,136 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $151,136 | - | - |
| 2005 | 1 | 3 | $140,970 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $140,970 | - | - |
| 2004 | 1 | 3 | $131,818 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $131,818 | - | - |
| 2003 | 1 | 3 | $0 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | - | - | - |
| 2002 | 1 | 3 | $100,214 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $100,214 | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $80,175 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| Shields Law Offices Money Purchase Penson Plan | - | 3 | $80,175 | $40,000 | $13,333iApproximate average salary by contribution assumption: employee only about $333,333 at 4% or $222,222 at 6%; with 50% employer match about $222,222 at 4% or $148,148 at 6%; with 100% employer match about $166,667 at 4% or $111,111 at 6%. |
| 1999 | 1 | 2 | $39,189 | $39,189 | $19,595iApproximate average salary by contribution assumption: employee only about $489,863 at 4% or $326,575 at 6%; with 50% employer match about $326,575 at 4% or $217,717 at 6%; with 100% employer match about $244,931 at 4% or $163,288 at 6%. |
| Shields Law Offices Money Purchase Penson Plan | - | 2 | $39,189 | $39,189 | $19,595iApproximate average salary by contribution assumption: employee only about $489,863 at 4% or $326,575 at 6%; with 50% employer match about $326,575 at 4% or $217,717 at 6%; with 100% employer match about $244,931 at 4% or $163,288 at 6%. |