Civic Intelligence

Daniel R. Shemke PC.

Plan context: Daniel R. Shemke PC. Retirement Trust

EIN 38-3219960 • Ann Arbor, MI • 21 filings • 4 plans

301 N Main St Ste 250Ann Arbor, MI 48104-1289
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$870,843

2024 Contributions

$28,818

Historical Graphs

Total Assets Over Time

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

$870,843$435,422$0200420152024YearValue
$870,843Latest year 2024

Participants Over Time

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

320200420142024YearValue
2Latest year 2024

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
202412$870,843$28,818$14,409iApproximate average salary by contribution assumption: employee only about $360,225 at 4% or $240,150 at 6%; with 50% employer match about $240,150 at 4% or $160,100 at 6%; with 100% employer match about $180,113 at 4% or $120,075 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$870,843$28,818$14,409iApproximate average salary by contribution assumption: employee only about $360,225 at 4% or $240,150 at 6%; with 50% employer match about $240,150 at 4% or $160,100 at 6%; with 100% employer match about $180,113 at 4% or $120,075 at 6%.
202312$770,797$26,912$13,456iApproximate average salary by contribution assumption: employee only about $336,400 at 4% or $224,267 at 6%; with 50% employer match about $224,267 at 4% or $149,511 at 6%; with 100% employer match about $168,200 at 4% or $112,133 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$770,797$26,912$13,456iApproximate average salary by contribution assumption: employee only about $336,400 at 4% or $224,267 at 6%; with 50% employer match about $224,267 at 4% or $149,511 at 6%; with 100% employer match about $168,200 at 4% or $112,133 at 6%.
202212$644,146$25,104$12,552iApproximate average salary by contribution assumption: employee only about $313,800 at 4% or $209,200 at 6%; with 50% employer match about $209,200 at 4% or $139,467 at 6%; with 100% employer match about $156,900 at 4% or $104,600 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$644,146$25,104$12,552iApproximate average salary by contribution assumption: employee only about $313,800 at 4% or $209,200 at 6%; with 50% employer match about $209,200 at 4% or $139,467 at 6%; with 100% employer match about $156,900 at 4% or $104,600 at 6%.
202112$751,532$19,632$9,816iApproximate average salary by contribution assumption: employee only about $245,400 at 4% or $163,600 at 6%; with 50% employer match about $163,600 at 4% or $109,067 at 6%; with 100% employer match about $122,700 at 4% or $81,800 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$751,532$19,632$9,816iApproximate average salary by contribution assumption: employee only about $245,400 at 4% or $163,600 at 6%; with 50% employer match about $163,600 at 4% or $109,067 at 6%; with 100% employer match about $122,700 at 4% or $81,800 at 6%.
202012$659,403$4,224$2,112iApproximate average salary by contribution assumption: employee only about $52,800 at 4% or $35,200 at 6%; with 50% employer match about $35,200 at 4% or $23,467 at 6%; with 100% employer match about $26,400 at 4% or $17,600 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$659,403$4,224$2,112iApproximate average salary by contribution assumption: employee only about $52,800 at 4% or $35,200 at 6%; with 50% employer match about $35,200 at 4% or $23,467 at 6%; with 100% employer match about $26,400 at 4% or $17,600 at 6%.
201912$559,907$17,359$8,680iApproximate average salary by contribution assumption: employee only about $216,988 at 4% or $144,658 at 6%; with 50% employer match about $144,658 at 4% or $96,439 at 6%; with 100% employer match about $108,494 at 4% or $72,329 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$559,907$17,359$8,680iApproximate average salary by contribution assumption: employee only about $216,988 at 4% or $144,658 at 6%; with 50% employer match about $144,658 at 4% or $96,439 at 6%; with 100% employer match about $108,494 at 4% or $72,329 at 6%.
201812$445,793$15,980$7,990iApproximate average salary by contribution assumption: employee only about $199,750 at 4% or $133,167 at 6%; with 50% employer match about $133,167 at 4% or $88,778 at 6%; with 100% employer match about $99,875 at 4% or $66,583 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$445,793$15,980$7,990iApproximate average salary by contribution assumption: employee only about $199,750 at 4% or $133,167 at 6%; with 50% employer match about $133,167 at 4% or $88,778 at 6%; with 100% employer match about $99,875 at 4% or $66,583 at 6%.
201712$464,677$16,543$8,272iApproximate average salary by contribution assumption: employee only about $206,788 at 4% or $137,858 at 6%; with 50% employer match about $137,858 at 4% or $91,906 at 6%; with 100% employer match about $103,394 at 4% or $68,929 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$464,677$16,543$8,272iApproximate average salary by contribution assumption: employee only about $206,788 at 4% or $137,858 at 6%; with 50% employer match about $137,858 at 4% or $91,906 at 6%; with 100% employer match about $103,394 at 4% or $68,929 at 6%.
201612$374,071$500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$374,071$500$250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%.
201512$400,881$25,984$12,992iApproximate average salary by contribution assumption: employee only about $324,800 at 4% or $216,533 at 6%; with 50% employer match about $216,533 at 4% or $144,356 at 6%; with 100% employer match about $162,400 at 4% or $108,267 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$400,881$25,984$12,992iApproximate average salary by contribution assumption: employee only about $324,800 at 4% or $216,533 at 6%; with 50% employer match about $216,533 at 4% or $144,356 at 6%; with 100% employer match about $162,400 at 4% or $108,267 at 6%.
201411$375,803$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Daniel R. Shemke PC. Retirement Trust-1$375,803$10,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
201311$343,942$32,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
Daniel R. Shemke PC. Retirement Trust-1$343,942$32,500$32,500iApproximate average salary by contribution assumption: employee only about $812,500 at 4% or $541,667 at 6%; with 50% employer match about $541,667 at 4% or $361,111 at 6%; with 100% employer match about $406,250 at 4% or $270,833 at 6%.
201211$265,137$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Daniel R. Shemke PC. Retirement Trust-1$265,137$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201111$235,789$9,748$9,748iApproximate average salary by contribution assumption: employee only about $243,700 at 4% or $162,467 at 6%; with 50% employer match about $162,467 at 4% or $108,311 at 6%; with 100% employer match about $121,850 at 4% or $81,233 at 6%.
Daniel R. Shemke PC. Retirement Trust-1$235,789$9,748$9,748iApproximate average salary by contribution assumption: employee only about $243,700 at 4% or $162,467 at 6%; with 50% employer match about $162,467 at 4% or $108,311 at 6%; with 100% employer match about $121,850 at 4% or $81,233 at 6%.
201012$237,033$41,130$20,565iApproximate average salary by contribution assumption: employee only about $514,125 at 4% or $342,750 at 6%; with 50% employer match about $342,750 at 4% or $228,500 at 6%; with 100% employer match about $257,063 at 4% or $171,375 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$237,033$41,130$20,565iApproximate average salary by contribution assumption: employee only about $514,125 at 4% or $342,750 at 6%; with 50% employer match about $342,750 at 4% or $228,500 at 6%; with 100% employer match about $257,063 at 4% or $171,375 at 6%.
200911$172,781$32,217$32,217iApproximate average salary by contribution assumption: employee only about $805,425 at 4% or $536,950 at 6%; with 50% employer match about $536,950 at 4% or $357,967 at 6%; with 100% employer match about $402,713 at 4% or $268,475 at 6%.
Daniel R. Shemke PC. Retirement Trust-1$172,781$32,217$32,217iApproximate average salary by contribution assumption: employee only about $805,425 at 4% or $536,950 at 6%; with 50% employer match about $536,950 at 4% or $357,967 at 6%; with 100% employer match about $402,713 at 4% or $268,475 at 6%.
200812$0$0-
Daniel R. Shemke PC. Retirement Trust-2---
200712$182,960$43,875$21,938iApproximate average salary by contribution assumption: employee only about $548,438 at 4% or $365,625 at 6%; with 50% employer match about $365,625 at 4% or $243,750 at 6%; with 100% employer match about $274,219 at 4% or $182,813 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$182,960$43,875$21,938iApproximate average salary by contribution assumption: employee only about $548,438 at 4% or $365,625 at 6%; with 50% employer match about $365,625 at 4% or $243,750 at 6%; with 100% employer match about $274,219 at 4% or $182,813 at 6%.
200613$127,549$36,754$12,251iApproximate average salary by contribution assumption: employee only about $306,283 at 4% or $204,189 at 6%; with 50% employer match about $204,189 at 4% or $136,126 at 6%; with 100% employer match about $153,142 at 4% or $102,094 at 6%.
Daniel R. Shemke PC. Retirement Trust-3$127,549$36,754$12,251iApproximate average salary by contribution assumption: employee only about $306,283 at 4% or $204,189 at 6%; with 50% employer match about $204,189 at 4% or $136,126 at 6%; with 100% employer match about $153,142 at 4% or $102,094 at 6%.
200513$77,082$35,723$11,908iApproximate average salary by contribution assumption: employee only about $297,692 at 4% or $198,461 at 6%; with 50% employer match about $198,461 at 4% or $132,307 at 6%; with 100% employer match about $148,846 at 4% or $99,231 at 6%.
Daniel R. Shemke PC. Retirement Trust-3$77,082$35,723$11,908iApproximate average salary by contribution assumption: employee only about $297,692 at 4% or $198,461 at 6%; with 50% employer match about $198,461 at 4% or $132,307 at 6%; with 100% employer match about $148,846 at 4% or $99,231 at 6%.
200412$37,286$37,286$18,643iApproximate average salary by contribution assumption: employee only about $466,075 at 4% or $310,717 at 6%; with 50% employer match about $310,717 at 4% or $207,144 at 6%; with 100% employer match about $233,038 at 4% or $155,358 at 6%.
Daniel R. Shemke PC. Retirement Trust-2$37,286$37,286$18,643iApproximate average salary by contribution assumption: employee only about $466,075 at 4% or $310,717 at 6%; with 50% employer match about $310,717 at 4% or $207,144 at 6%; with 100% employer match about $233,038 at 4% or $155,358 at 6%.