Civic Intelligence

Steven Schultz, M.D. PC.

Plan context: Steven E. Schultz 401K Profit Sharing Plan and Trust

EIN 45-0458803 • 5 filings • 3 plans

Current Snapshot

Latest Year

2003

2003 Participants

6

2003 Assets

$565,562

2003 Contributions

$75,940

Historical Graphs

Total Assets Over Time

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

$565,562$282,781$020022003YearValue
$565,562Latest year 2003

Participants Over Time

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

740200120022003YearValue
6Latest year 2003

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
200326$565,562$75,940$12,657iApproximate average salary by contribution assumption: employee only about $316,417 at 4% or $210,944 at 6%; with 50% employer match about $210,944 at 4% or $140,630 at 6%; with 100% employer match about $158,208 at 4% or $105,472 at 6%.
Steven E. Schultz 401K Profit Sharing Plan and Trust-6$565,261$73,859$12,310iApproximate average salary by contribution assumption: employee only about $307,746 at 4% or $205,164 at 6%; with 50% employer match about $205,164 at 4% or $136,776 at 6%; with 100% employer match about $153,873 at 4% or $102,582 at 6%.
STEVEN SCHULTZ MD, PC HEALTHCARE REIMBURSEMENT PLAN-3$301$2,081$694iApproximate average salary by contribution assumption: employee only about $17,342 at 4% or $11,561 at 6%; with 50% employer match about $11,561 at 4% or $7,707 at 6%; with 100% employer match about $8,671 at 4% or $5,781 at 6%.
200227$369,344$75,740$10,820iApproximate average salary by contribution assumption: employee only about $270,500 at 4% or $180,333 at 6%; with 50% employer match about $180,333 at 4% or $120,222 at 6%; with 100% employer match about $135,250 at 4% or $90,167 at 6%.
Steven E. Schultz 401K Profit Sharing Plan and Trust-7$369,344$75,740$10,820iApproximate average salary by contribution assumption: employee only about $270,500 at 4% or $180,333 at 6%; with 50% employer match about $180,333 at 4% or $120,222 at 6%; with 100% employer match about $135,250 at 4% or $90,167 at 6%.
STEVEN SCHULTZ MD, PC HEALTHCARE REIMBURSEMENT PLAN-2---
200113$0$0-
STEVEN SCHULTZ MD, PC HEALTHCARE REIMBURSEMENT PLAN-3---