Civic Intelligence

James a. Shupe, Dds

Plan context: James a. Shupe Dds Dentistry Retirement Plan

EIN 35-1165421 • Fort Wayne, IN • 20 filings • 2 plans

3030 Lake AvenueFort Wayne, IN 46805-5428
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$1,881,073

2018 Contributions

$71,166

Historical Graphs

Total Assets Over Time

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

$1,881,073$940,537$0199920092017YearValue
$1,881,073Latest year 2017

Participants Over Time

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

740199920082017YearValue
7Latest 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-
James a. Shupe Dds Dentistry Retirement Plan-0$0$0-
201717$1,881,073$71,166$10,167iApproximate average salary by contribution assumption: employee only about $254,164 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,082 at 4% or $84,721 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$1,881,073$71,166$10,167iApproximate average salary by contribution assumption: employee only about $254,164 at 4% or $169,443 at 6%; with 50% employer match about $169,443 at 4% or $112,962 at 6%; with 100% employer match about $127,082 at 4% or $84,721 at 6%.
201617$1,619,716$200,750$28,679iApproximate average salary by contribution assumption: employee only about $716,964 at 4% or $477,976 at 6%; with 50% employer match about $477,976 at 4% or $318,651 at 6%; with 100% employer match about $358,482 at 4% or $238,988 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$1,619,716$200,750$28,679iApproximate average salary by contribution assumption: employee only about $716,964 at 4% or $477,976 at 6%; with 50% employer match about $477,976 at 4% or $318,651 at 6%; with 100% employer match about $358,482 at 4% or $238,988 at 6%.
201517$1,418,966$69,716$9,959iApproximate average salary by contribution assumption: employee only about $248,986 at 4% or $165,990 at 6%; with 50% employer match about $165,990 at 4% or $110,660 at 6%; with 100% employer match about $124,493 at 4% or $82,995 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$1,418,966$69,716$9,959iApproximate average salary by contribution assumption: employee only about $248,986 at 4% or $165,990 at 6%; with 50% employer match about $165,990 at 4% or $110,660 at 6%; with 100% employer match about $124,493 at 4% or $82,995 at 6%.
201417$1,378,960$67,673$9,668iApproximate average salary by contribution assumption: employee only about $241,689 at 4% or $161,126 at 6%; with 50% employer match about $161,126 at 4% or $107,417 at 6%; with 100% employer match about $120,845 at 4% or $80,563 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$1,378,960$67,673$9,668iApproximate average salary by contribution assumption: employee only about $241,689 at 4% or $161,126 at 6%; with 50% employer match about $161,126 at 4% or $107,417 at 6%; with 100% employer match about $120,845 at 4% or $80,563 at 6%.
201317$1,252,881$67,504$9,643iApproximate average salary by contribution assumption: employee only about $241,086 at 4% or $160,724 at 6%; with 50% employer match about $160,724 at 4% or $107,149 at 6%; with 100% employer match about $120,543 at 4% or $80,362 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$1,252,881$67,504$9,643iApproximate average salary by contribution assumption: employee only about $241,086 at 4% or $160,724 at 6%; with 50% employer match about $160,724 at 4% or $107,149 at 6%; with 100% employer match about $120,543 at 4% or $80,362 at 6%.
201217$982,361$65,570$9,367iApproximate average salary by contribution assumption: employee only about $234,179 at 4% or $156,119 at 6%; with 50% employer match about $156,119 at 4% or $104,079 at 6%; with 100% employer match about $117,089 at 4% or $78,060 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$982,361$65,570$9,367iApproximate average salary by contribution assumption: employee only about $234,179 at 4% or $156,119 at 6%; with 50% employer match about $156,119 at 4% or $104,079 at 6%; with 100% employer match about $117,089 at 4% or $78,060 at 6%.
201117$808,346$65,600$9,371iApproximate average salary by contribution assumption: employee only about $234,286 at 4% or $156,190 at 6%; with 50% employer match about $156,190 at 4% or $104,127 at 6%; with 100% employer match about $117,143 at 4% or $78,095 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$808,346$65,600$9,371iApproximate average salary by contribution assumption: employee only about $234,286 at 4% or $156,190 at 6%; with 50% employer match about $156,190 at 4% or $104,127 at 6%; with 100% employer match about $117,143 at 4% or $78,095 at 6%.
201017$725,043$57,885$8,269iApproximate average salary by contribution assumption: employee only about $206,732 at 4% or $137,821 at 6%; with 50% employer match about $137,821 at 4% or $91,881 at 6%; with 100% employer match about $103,366 at 4% or $68,911 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$725,043$57,885$8,269iApproximate average salary by contribution assumption: employee only about $206,732 at 4% or $137,821 at 6%; with 50% employer match about $137,821 at 4% or $91,881 at 6%; with 100% employer match about $103,366 at 4% or $68,911 at 6%.
200917$606,835$59,894$8,556iApproximate average salary by contribution assumption: employee only about $213,907 at 4% or $142,605 at 6%; with 50% employer match about $142,605 at 4% or $95,070 at 6%; with 100% employer match about $106,954 at 4% or $71,302 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$606,835$59,894$8,556iApproximate average salary by contribution assumption: employee only about $213,907 at 4% or $142,605 at 6%; with 50% employer match about $142,605 at 4% or $95,070 at 6%; with 100% employer match about $106,954 at 4% or $71,302 at 6%.
200817$436,895$56,460$8,066iApproximate average salary by contribution assumption: employee only about $201,643 at 4% or $134,429 at 6%; with 50% employer match about $134,429 at 4% or $89,619 at 6%; with 100% employer match about $100,821 at 4% or $67,214 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$436,895$56,460$8,066iApproximate average salary by contribution assumption: employee only about $201,643 at 4% or $134,429 at 6%; with 50% employer match about $134,429 at 4% or $89,619 at 6%; with 100% employer match about $100,821 at 4% or $67,214 at 6%.
200716$0$0-
James a. Shupe Dds Dentistry Retirement Plan-6---
200616$476,402$59,248$9,875iApproximate average salary by contribution assumption: employee only about $246,867 at 4% or $164,578 at 6%; with 50% employer match about $164,578 at 4% or $109,719 at 6%; with 100% employer match about $123,433 at 4% or $82,289 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-6$476,402$59,248$9,875iApproximate average salary by contribution assumption: employee only about $246,867 at 4% or $164,578 at 6%; with 50% employer match about $164,578 at 4% or $109,719 at 6%; with 100% employer match about $123,433 at 4% or $82,289 at 6%.
200517$367,174$56,268$8,038iApproximate average salary by contribution assumption: employee only about $200,957 at 4% or $133,971 at 6%; with 50% employer match about $133,971 at 4% or $89,314 at 6%; with 100% employer match about $100,479 at 4% or $66,986 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$367,174$56,268$8,038iApproximate average salary by contribution assumption: employee only about $200,957 at 4% or $133,971 at 6%; with 50% employer match about $133,971 at 4% or $89,314 at 6%; with 100% employer match about $100,479 at 4% or $66,986 at 6%.
200417$309,716$63,559$9,080iApproximate average salary by contribution assumption: employee only about $226,996 at 4% or $151,331 at 6%; with 50% employer match about $151,331 at 4% or $100,887 at 6%; with 100% employer match about $113,498 at 4% or $75,665 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$309,716$63,559$9,080iApproximate average salary by contribution assumption: employee only about $226,996 at 4% or $151,331 at 6%; with 50% employer match about $151,331 at 4% or $100,887 at 6%; with 100% employer match about $113,498 at 4% or $75,665 at 6%.
200316$239,883$60,606$10,101iApproximate average salary by contribution assumption: employee only about $252,525 at 4% or $168,350 at 6%; with 50% employer match about $168,350 at 4% or $112,233 at 6%; with 100% employer match about $126,263 at 4% or $84,175 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-6$239,883$60,606$10,101iApproximate average salary by contribution assumption: employee only about $252,525 at 4% or $168,350 at 6%; with 50% employer match about $168,350 at 4% or $112,233 at 6%; with 100% employer match about $126,263 at 4% or $84,175 at 6%.
200216$140,078$60,251$10,042iApproximate average salary by contribution assumption: employee only about $251,046 at 4% or $167,364 at 6%; with 50% employer match about $167,364 at 4% or $111,576 at 6%; with 100% employer match about $125,523 at 4% or $83,682 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-6$140,078$60,251$10,042iApproximate average salary by contribution assumption: employee only about $251,046 at 4% or $167,364 at 6%; with 50% employer match about $167,364 at 4% or $111,576 at 6%; with 100% employer match about $125,523 at 4% or $83,682 at 6%.
200115$0$0-
James a. Shupe Dds Dentistry Retirement Plan-5---
200017$84,587$37,259$5,323iApproximate average salary by contribution assumption: employee only about $133,068 at 4% or $88,712 at 6%; with 50% employer match about $88,712 at 4% or $59,141 at 6%; with 100% employer match about $66,534 at 4% or $44,356 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$84,587$37,259$5,323iApproximate average salary by contribution assumption: employee only about $133,068 at 4% or $88,712 at 6%; with 50% employer match about $88,712 at 4% or $59,141 at 6%; with 100% employer match about $66,534 at 4% or $44,356 at 6%.
199917$82,611$41,128$5,875iApproximate average salary by contribution assumption: employee only about $146,886 at 4% or $97,924 at 6%; with 50% employer match about $97,924 at 4% or $65,283 at 6%; with 100% employer match about $73,443 at 4% or $48,962 at 6%.
James a. Shupe Dds Dentistry Retirement Plan-7$82,611$41,128$5,875iApproximate average salary by contribution assumption: employee only about $146,886 at 4% or $97,924 at 6%; with 50% employer match about $97,924 at 4% or $65,283 at 6%; with 100% employer match about $73,443 at 4% or $48,962 at 6%.