Civic Intelligence

David P. Sheldon Dfm

Plan context: David P. Sheldon, Dpm Profit Sharing Plan

EIN 38-2770476 • Traverse City, MI • 32 filings • 5 plans

4001 W Royal DriveTraverse City, MI 49684
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,422,884

2024 Contributions

$21,703

Historical Graphs

Total Assets Over Time

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

$2,695,755$1,347,878$0199920142023YearValue
$1,422,884Latest year 2023

Participants Over Time

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

1050199920112023YearValue
8Latest year 2023

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
202410$0$0-
David P. Sheldon, Dpm Profit Sharing Plan-0$0--
202318$1,422,884$21,703$2,713iApproximate average salary by contribution assumption: employee only about $67,822 at 4% or $45,215 at 6%; with 50% employer match about $45,215 at 4% or $30,143 at 6%; with 100% employer match about $33,911 at 4% or $22,607 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-8$1,422,884$21,703$2,713iApproximate average salary by contribution assumption: employee only about $67,822 at 4% or $45,215 at 6%; with 50% employer match about $45,215 at 4% or $30,143 at 6%; with 100% employer match about $33,911 at 4% or $22,607 at 6%.
2022110$2,298,860$43,837$4,384iApproximate average salary by contribution assumption: employee only about $109,593 at 4% or $73,062 at 6%; with 50% employer match about $73,062 at 4% or $48,708 at 6%; with 100% employer match about $54,796 at 4% or $36,531 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-10$2,298,860$43,837$4,384iApproximate average salary by contribution assumption: employee only about $109,593 at 4% or $73,062 at 6%; with 50% employer match about $73,062 at 4% or $48,708 at 6%; with 100% employer match about $54,796 at 4% or $36,531 at 6%.
2021110$2,495,030$62,938$6,294iApproximate average salary by contribution assumption: employee only about $157,345 at 4% or $104,897 at 6%; with 50% employer match about $104,897 at 4% or $69,931 at 6%; with 100% employer match about $78,673 at 4% or $52,448 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-10$2,495,030$62,938$6,294iApproximate average salary by contribution assumption: employee only about $157,345 at 4% or $104,897 at 6%; with 50% employer match about $104,897 at 4% or $69,931 at 6%; with 100% employer match about $78,673 at 4% or $52,448 at 6%.
202019$2,695,755$76,341$8,482iApproximate average salary by contribution assumption: employee only about $212,058 at 4% or $141,372 at 6%; with 50% employer match about $141,372 at 4% or $94,248 at 6%; with 100% employer match about $106,029 at 4% or $70,686 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-9$2,695,755$76,341$8,482iApproximate average salary by contribution assumption: employee only about $212,058 at 4% or $141,372 at 6%; with 50% employer match about $141,372 at 4% or $94,248 at 6%; with 100% employer match about $106,029 at 4% or $70,686 at 6%.
201918$2,645,146$85,951$10,744iApproximate average salary by contribution assumption: employee only about $268,597 at 4% or $179,065 at 6%; with 50% employer match about $179,065 at 4% or $119,376 at 6%; with 100% employer match about $134,298 at 4% or $89,532 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-8$2,645,146$85,951$10,744iApproximate average salary by contribution assumption: employee only about $268,597 at 4% or $179,065 at 6%; with 50% employer match about $179,065 at 4% or $119,376 at 6%; with 100% employer match about $134,298 at 4% or $89,532 at 6%.
201817$2,137,158$80,930$11,561iApproximate average salary by contribution assumption: employee only about $289,036 at 4% or $192,690 at 6%; with 50% employer match about $192,690 at 4% or $128,460 at 6%; with 100% employer match about $144,518 at 4% or $96,345 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-7$2,137,158$80,930$11,561iApproximate average salary by contribution assumption: employee only about $289,036 at 4% or $192,690 at 6%; with 50% employer match about $192,690 at 4% or $128,460 at 6%; with 100% employer match about $144,518 at 4% or $96,345 at 6%.
201716$2,190,926$52,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-6$2,190,926$52,000$8,667iApproximate average salary by contribution assumption: employee only about $216,667 at 4% or $144,444 at 6%; with 50% employer match about $144,444 at 4% or $96,296 at 6%; with 100% employer match about $108,333 at 4% or $72,222 at 6%.
201616$1,856,671$96,817$16,136iApproximate average salary by contribution assumption: employee only about $403,404 at 4% or $268,936 at 6%; with 50% employer match about $268,936 at 4% or $179,291 at 6%; with 100% employer match about $201,702 at 4% or $134,468 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-6$1,856,671$96,817$16,136iApproximate average salary by contribution assumption: employee only about $403,404 at 4% or $268,936 at 6%; with 50% employer match about $268,936 at 4% or $179,291 at 6%; with 100% employer match about $201,702 at 4% or $134,468 at 6%.
201516$1,692,447$79,397$13,233iApproximate average salary by contribution assumption: employee only about $330,821 at 4% or $220,547 at 6%; with 50% employer match about $220,547 at 4% or $147,031 at 6%; with 100% employer match about $165,410 at 4% or $110,274 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-6$1,692,447$79,397$13,233iApproximate average salary by contribution assumption: employee only about $330,821 at 4% or $220,547 at 6%; with 50% employer match about $220,547 at 4% or $147,031 at 6%; with 100% employer match about $165,410 at 4% or $110,274 at 6%.
201416$1,950,804$42,192$7,032iApproximate average salary by contribution assumption: employee only about $175,800 at 4% or $117,200 at 6%; with 50% employer match about $117,200 at 4% or $78,133 at 6%; with 100% employer match about $87,900 at 4% or $58,600 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-6$1,950,804$42,192$7,032iApproximate average salary by contribution assumption: employee only about $175,800 at 4% or $117,200 at 6%; with 50% employer match about $117,200 at 4% or $78,133 at 6%; with 100% employer match about $87,900 at 4% or $58,600 at 6%.
201316$1,818,833$89,171$14,862iApproximate average salary by contribution assumption: employee only about $371,546 at 4% or $247,697 at 6%; with 50% employer match about $247,697 at 4% or $165,131 at 6%; with 100% employer match about $185,773 at 4% or $123,849 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-6$1,818,833$89,171$14,862iApproximate average salary by contribution assumption: employee only about $371,546 at 4% or $247,697 at 6%; with 50% employer match about $247,697 at 4% or $165,131 at 6%; with 100% employer match about $185,773 at 4% or $123,849 at 6%.
201216$1,508,874$97,443$16,241iApproximate average salary by contribution assumption: employee only about $406,013 at 4% or $270,675 at 6%; with 50% employer match about $270,675 at 4% or $180,450 at 6%; with 100% employer match about $203,006 at 4% or $135,338 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-6$1,508,874$97,443$16,241iApproximate average salary by contribution assumption: employee only about $406,013 at 4% or $270,675 at 6%; with 50% employer match about $270,675 at 4% or $180,450 at 6%; with 100% employer match about $203,006 at 4% or $135,338 at 6%.
201117$1,285,499$84,787$12,112iApproximate average salary by contribution assumption: employee only about $302,811 at 4% or $201,874 at 6%; with 50% employer match about $201,874 at 4% or $134,583 at 6%; with 100% employer match about $151,405 at 4% or $100,937 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-7$1,285,499$84,787$12,112iApproximate average salary by contribution assumption: employee only about $302,811 at 4% or $201,874 at 6%; with 50% employer match about $201,874 at 4% or $134,583 at 6%; with 100% employer match about $151,405 at 4% or $100,937 at 6%.
201016$1,167,782$40,788$6,798iApproximate average salary by contribution assumption: employee only about $169,950 at 4% or $113,300 at 6%; with 50% employer match about $113,300 at 4% or $75,533 at 6%; with 100% employer match about $84,975 at 4% or $56,650 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-6$1,167,782$40,788$6,798iApproximate average salary by contribution assumption: employee only about $169,950 at 4% or $113,300 at 6%; with 50% employer match about $113,300 at 4% or $75,533 at 6%; with 100% employer match about $84,975 at 4% or $56,650 at 6%.
200917$1,024,192$83,019$11,860iApproximate average salary by contribution assumption: employee only about $296,496 at 4% or $197,664 at 6%; with 50% employer match about $197,664 at 4% or $131,776 at 6%; with 100% employer match about $148,248 at 4% or $98,832 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-7$1,024,192$83,019$11,860iApproximate average salary by contribution assumption: employee only about $296,496 at 4% or $197,664 at 6%; with 50% employer match about $197,664 at 4% or $131,776 at 6%; with 100% employer match about $148,248 at 4% or $98,832 at 6%.
200815$0$0-
David P. Sheldon, Dpm Profit Sharing Plan-5---
200714$0$0-
David P. Sheldon, Dpm Profit Sharing Plan-4---
200615$810,894$31,307$6,261iApproximate average salary by contribution assumption: employee only about $156,535 at 4% or $104,357 at 6%; with 50% employer match about $104,357 at 4% or $69,571 at 6%; with 100% employer match about $78,268 at 4% or $52,178 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-5$810,894$31,307$6,261iApproximate average salary by contribution assumption: employee only about $156,535 at 4% or $104,357 at 6%; with 50% employer match about $104,357 at 4% or $69,571 at 6%; with 100% employer match about $78,268 at 4% or $52,178 at 6%.
200517$694,528$60,948$8,707iApproximate average salary by contribution assumption: employee only about $217,671 at 4% or $145,114 at 6%; with 50% employer match about $145,114 at 4% or $96,743 at 6%; with 100% employer match about $108,836 at 4% or $72,557 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-7$694,528$60,948$8,707iApproximate average salary by contribution assumption: employee only about $217,671 at 4% or $145,114 at 6%; with 50% employer match about $145,114 at 4% or $96,743 at 6%; with 100% employer match about $108,836 at 4% or $72,557 at 6%.
200427$608,128$57,137$8,162iApproximate average salary by contribution assumption: employee only about $204,061 at 4% or $136,040 at 6%; with 50% employer match about $136,040 at 4% or $90,694 at 6%; with 100% employer match about $102,030 at 4% or $68,020 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-7$608,128$57,137$8,162iApproximate average salary by contribution assumption: employee only about $204,061 at 4% or $136,040 at 6%; with 50% employer match about $136,040 at 4% or $90,694 at 6%; with 100% employer match about $102,030 at 4% or $68,020 at 6%.
David P. Sheldon, Dpm Money Purchase Pension Plan-0---
200325$403,808$19,436$3,887iApproximate average salary by contribution assumption: employee only about $97,180 at 4% or $64,787 at 6%; with 50% employer match about $64,787 at 4% or $43,191 at 6%; with 100% employer match about $48,590 at 4% or $32,393 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-4$403,808$19,436$4,859iApproximate average salary by contribution assumption: employee only about $121,475 at 4% or $80,983 at 6%; with 50% employer match about $80,983 at 4% or $53,989 at 6%; with 100% employer match about $60,738 at 4% or $40,492 at 6%.
David P. Sheldon, Dpm Money Purchase Pension Plan-5---
200225$0$0-
David P. Sheldon, Dpm Profit Sharing Plan-5---
David P. Sheldon, Dpm Money Purchase Pension Plan-4---
200125$0$0-
David P. Sheldon, Dpm Profit Sharing Plan-5---
David P. Sheldon, Dpm Money Purchase Pension Plan-5---
200025$0$0-
David P. Sheldon, Dpm Profit Sharing Plan-5---
David P. Sheldon, Dpm Money Purchase Pension Plan-5---
199925$403,959$33,343$6,669iApproximate average salary by contribution assumption: employee only about $166,715 at 4% or $111,143 at 6%; with 50% employer match about $111,143 at 4% or $74,096 at 6%; with 100% employer match about $83,358 at 4% or $55,572 at 6%.
David P. Sheldon, Dpm Profit Sharing Plan-5$358,374$18,490$3,698iApproximate average salary by contribution assumption: employee only about $92,450 at 4% or $61,633 at 6%; with 50% employer match about $61,633 at 4% or $41,089 at 6%; with 100% employer match about $46,225 at 4% or $30,817 at 6%.
David P. Sheldon, Dpm Money Purchase Pension Plan-5$45,585$14,853$2,971iApproximate average salary by contribution assumption: employee only about $74,265 at 4% or $49,510 at 6%; with 50% employer match about $49,510 at 4% or $33,007 at 6%; with 100% employer match about $37,133 at 4% or $24,755 at 6%.