Civic Intelligence

Marshall I Matz MD and David M Shenker MD Sc

Plan context: Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust

EIN 36-2873742 • Evanston, IL • 14 filings • 6 plans

1570 Elmwood Ave.Evanston, IL 60201
Current Snapshot

Latest Year

2012

2012 Participants

7

2012 Assets

$803,533

2012 Contributions

$2,281

Historical Graphs

Total Assets Over Time

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

$9,332,969$4,666,485$0199920052011YearValue
$803,533Latest year 2011

Participants Over Time

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

840199920052011YearValue
7Latest year 2011

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
201210$0$0-
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-0$0--
201117$803,533$2,281$326iApproximate average salary by contribution assumption: employee only about $8,146 at 4% or $5,431 at 6%; with 50% employer match about $5,431 at 4% or $3,621 at 6%; with 100% employer match about $4,073 at 4% or $2,715 at 6%.
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-7$803,533$2,281$326iApproximate average salary by contribution assumption: employee only about $8,146 at 4% or $5,431 at 6%; with 50% employer match about $5,431 at 4% or $3,621 at 6%; with 100% employer match about $4,073 at 4% or $2,715 at 6%.
201017$1,020,505$56,921$8,132iApproximate average salary by contribution assumption: employee only about $203,289 at 4% or $135,526 at 6%; with 50% employer match about $135,526 at 4% or $90,351 at 6%; with 100% employer match about $101,645 at 4% or $67,763 at 6%.
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-7$1,020,505$56,921$8,132iApproximate average salary by contribution assumption: employee only about $203,289 at 4% or $135,526 at 6%; with 50% employer match about $135,526 at 4% or $90,351 at 6%; with 100% employer match about $101,645 at 4% or $67,763 at 6%.
200918$921,226$169,182$21,148iApproximate average salary by contribution assumption: employee only about $528,694 at 4% or $352,463 at 6%; with 50% employer match about $352,463 at 4% or $234,975 at 6%; with 100% employer match about $264,347 at 4% or $176,231 at 6%.
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-8$921,226$169,182$21,148iApproximate average salary by contribution assumption: employee only about $528,694 at 4% or $352,463 at 6%; with 50% employer match about $352,463 at 4% or $234,975 at 6%; with 100% employer match about $264,347 at 4% or $176,231 at 6%.
200818$637,559$167,258$20,907iApproximate average salary by contribution assumption: employee only about $522,681 at 4% or $348,454 at 6%; with 50% employer match about $348,454 at 4% or $232,303 at 6%; with 100% employer match about $261,341 at 4% or $174,227 at 6%.
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-8$637,559$167,258$20,907iApproximate average salary by contribution assumption: employee only about $522,681 at 4% or $348,454 at 6%; with 50% employer match about $348,454 at 4% or $232,303 at 6%; with 100% employer match about $261,341 at 4% or $174,227 at 6%.
200718$827,713$159,524$19,941iApproximate average salary by contribution assumption: employee only about $498,513 at 4% or $332,342 at 6%; with 50% employer match about $332,342 at 4% or $221,561 at 6%; with 100% employer match about $249,256 at 4% or $166,171 at 6%.
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-8$827,713$159,524$19,941iApproximate average salary by contribution assumption: employee only about $498,513 at 4% or $332,342 at 6%; with 50% employer match about $332,342 at 4% or $221,561 at 6%; with 100% employer match about $249,256 at 4% or $166,171 at 6%.
200618$746,936$153,034$19,129iApproximate average salary by contribution assumption: employee only about $478,231 at 4% or $318,821 at 6%; with 50% employer match about $318,821 at 4% or $212,547 at 6%; with 100% employer match about $239,116 at 4% or $159,410 at 6%.
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-8$746,936$153,034$19,129iApproximate average salary by contribution assumption: employee only about $478,231 at 4% or $318,821 at 6%; with 50% employer match about $318,821 at 4% or $212,547 at 6%; with 100% employer match about $239,116 at 4% or $159,410 at 6%.
200517$647,350$138,271$19,753iApproximate average salary by contribution assumption: employee only about $493,825 at 4% or $329,217 at 6%; with 50% employer match about $329,217 at 4% or $219,478 at 6%; with 100% employer match about $246,913 at 4% or $164,608 at 6%.
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-7$647,350$138,271$19,753iApproximate average salary by contribution assumption: employee only about $493,825 at 4% or $329,217 at 6%; with 50% employer match about $329,217 at 4% or $219,478 at 6%; with 100% employer match about $246,913 at 4% or $164,608 at 6%.
200417$541,471$128,092$18,299iApproximate average salary by contribution assumption: employee only about $457,471 at 4% or $304,981 at 6%; with 50% employer match about $304,981 at 4% or $203,321 at 6%; with 100% employer match about $228,736 at 4% or $152,490 at 6%.
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-7$541,471$128,092$18,299iApproximate average salary by contribution assumption: employee only about $457,471 at 4% or $304,981 at 6%; with 50% employer match about $304,981 at 4% or $203,321 at 6%; with 100% employer match about $228,736 at 4% or $152,490 at 6%.
200317$473,295$117,917$16,845iApproximate average salary by contribution assumption: employee only about $421,132 at 4% or $280,755 at 6%; with 50% employer match about $280,755 at 4% or $187,170 at 6%; with 100% employer match about $210,566 at 4% or $140,377 at 6%.
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-7$473,295$117,917$16,845iApproximate average salary by contribution assumption: employee only about $421,132 at 4% or $280,755 at 6%; with 50% employer match about $280,755 at 4% or $187,170 at 6%; with 100% employer match about $210,566 at 4% or $140,377 at 6%.
200217$6,170,887$0-
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-7$6,170,887--
200117$7,637,749$0-
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-7$7,637,749--
200017$8,876,379$0-
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-7$8,876,379--
199917$9,332,969$0-
Marshall I Matz MD and David M Shenker MD Sc Employees Profit Sharing Trust-7$9,332,969--