Civic Intelligence

Shearer & Bonney PC

Plan context: Shearer & Bonney PC. Cash Balance Plan

EIN 45-0512011 • Boise, ID • 29 filings • 3 plans

P.O. Box 15412Boise, ID 83715
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1

2024 Contributions

$127,365

Historical Graphs

Total Assets Over Time

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

$1,713,561$856,781$0200320142024YearValue
$1Latest year 2024

Participants Over Time

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

740200320132023YearValue
2Latest 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
202420$1$127,365-
Shearer & Bonney PC. Cash Balance Plan-0$1$108,196-
Shearer & Bonney PC Profit Sharing Plan-0-$19,169-
202322$1,713,561$160,398$80,199iApproximate average salary by contribution assumption: employee only about $2,004,975 at 4% or $1,336,650 at 6%; with 50% employer match about $1,336,650 at 4% or $891,100 at 6%; with 100% employer match about $1,002,488 at 4% or $668,325 at 6%.
Shearer & Bonney PC Profit Sharing Plan-2$967,054$42,398$21,199iApproximate average salary by contribution assumption: employee only about $529,975 at 4% or $353,317 at 6%; with 50% employer match about $353,317 at 4% or $235,544 at 6%; with 100% employer match about $264,988 at 4% or $176,658 at 6%.
Shearer & Bonney PC. Cash Balance Plan-2$746,507$118,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
202222$1,355,828$154,938$77,469iApproximate average salary by contribution assumption: employee only about $1,936,725 at 4% or $1,291,150 at 6%; with 50% employer match about $1,291,150 at 4% or $860,767 at 6%; with 100% employer match about $968,363 at 4% or $645,575 at 6%.
Shearer & Bonney PC Profit Sharing Plan-2$802,932$36,938$18,469iApproximate average salary by contribution assumption: employee only about $461,725 at 4% or $307,817 at 6%; with 50% employer match about $307,817 at 4% or $205,211 at 6%; with 100% employer match about $230,863 at 4% or $153,908 at 6%.
Shearer & Bonney PC. Cash Balance Plan-2$552,896$118,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
202122$1,463,118$87,956$43,978iApproximate average salary by contribution assumption: employee only about $1,099,450 at 4% or $732,967 at 6%; with 50% employer match about $732,967 at 4% or $488,644 at 6%; with 100% employer match about $549,725 at 4% or $366,483 at 6%.
Shearer & Bonney PC Profit Sharing Plan-2$931,847$35,956$17,978iApproximate average salary by contribution assumption: employee only about $449,450 at 4% or $299,633 at 6%; with 50% employer match about $299,633 at 4% or $199,756 at 6%; with 100% employer match about $224,725 at 4% or $149,817 at 6%.
Shearer & Bonney PC. Cash Balance Plan-2$531,271$52,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
202023$1,201,184$160,090$53,363iApproximate average salary by contribution assumption: employee only about $1,334,083 at 4% or $889,389 at 6%; with 50% employer match about $889,389 at 4% or $592,926 at 6%; with 100% employer match about $667,042 at 4% or $444,694 at 6%.
Shearer & Bonney PC Profit Sharing Plan-2$781,550$40,090$20,045iApproximate average salary by contribution assumption: employee only about $501,125 at 4% or $334,083 at 6%; with 50% employer match about $334,083 at 4% or $222,722 at 6%; with 100% employer match about $250,563 at 4% or $167,042 at 6%.
Shearer & Bonney PC. Cash Balance Plan-3$419,634$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201923$924,609$158,793$52,931iApproximate average salary by contribution assumption: employee only about $1,323,275 at 4% or $882,183 at 6%; with 50% employer match about $882,183 at 4% or $588,122 at 6%; with 100% employer match about $661,638 at 4% or $441,092 at 6%.
Shearer & Bonney PC Profit Sharing Plan-3$664,603$38,793$12,931iApproximate average salary by contribution assumption: employee only about $323,275 at 4% or $215,517 at 6%; with 50% employer match about $215,517 at 4% or $143,678 at 6%; with 100% employer match about $161,638 at 4% or $107,758 at 6%.
Shearer & Bonney PC. Cash Balance Plan-3$260,006$120,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
201822$632,855$149,664$74,832iApproximate average salary by contribution assumption: employee only about $1,870,800 at 4% or $1,247,200 at 6%; with 50% employer match about $1,247,200 at 4% or $831,467 at 6%; with 100% employer match about $935,400 at 4% or $623,600 at 6%.
Shearer & Bonney PC Profit Sharing Plan-2$514,855$31,664$15,832iApproximate average salary by contribution assumption: employee only about $395,800 at 4% or $263,867 at 6%; with 50% employer match about $263,867 at 4% or $175,911 at 6%; with 100% employer match about $197,900 at 4% or $131,933 at 6%.
Shearer & Bonney PC. Cash Balance Plan-2$118,000$118,000$59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%.
201712$589,706$62,834$31,417iApproximate average salary by contribution assumption: employee only about $785,425 at 4% or $523,617 at 6%; with 50% employer match about $523,617 at 4% or $349,078 at 6%; with 100% employer match about $392,713 at 4% or $261,808 at 6%.
Shearer & Bonney PC Profit Sharing Plan-2$589,706$62,834$31,417iApproximate average salary by contribution assumption: employee only about $785,425 at 4% or $523,617 at 6%; with 50% employer match about $523,617 at 4% or $349,078 at 6%; with 100% employer match about $392,713 at 4% or $261,808 at 6%.
201612$440,097$0-
Shearer & Bonney PC Profit Sharing Plan-2$440,097$0-
201514$1,104,889$0-
Shearer & Bonney PC Profit Sharing Plan-4$1,104,889--
201414$1,072,879$3,500$875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%.
Shearer & Bonney PC Profit Sharing Plan-4$1,072,879$3,500$875iApproximate average salary by contribution assumption: employee only about $21,875 at 4% or $14,583 at 6%; with 50% employer match about $14,583 at 4% or $9,722 at 6%; with 100% employer match about $10,938 at 4% or $7,292 at 6%.
201314$997,380$0-
Shearer & Bonney PC Profit Sharing Plan-4$997,380--
201213$752,132$0-
Shearer & Bonney PC Profit Sharing Plan-3$752,132--
201113$642,809$0-
Shearer & Bonney PC Profit Sharing Plan-3$642,809--
201014$665,068$2,424$606iApproximate average salary by contribution assumption: employee only about $15,150 at 4% or $10,100 at 6%; with 50% employer match about $10,100 at 4% or $6,733 at 6%; with 100% employer match about $7,575 at 4% or $5,050 at 6%.
Shearer & Bonney PC Profit Sharing Plan-4$665,068$2,424$606iApproximate average salary by contribution assumption: employee only about $15,150 at 4% or $10,100 at 6%; with 50% employer match about $10,100 at 4% or $6,733 at 6%; with 100% employer match about $7,575 at 4% or $5,050 at 6%.
200916$589,973$0-
Shearer & Bonney PC Profit Sharing Plan-6$589,973--
200816$464,354$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
Shearer & Bonney PC Profit Sharing Plan-6$464,354$50,000$8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%.
200716$678,046$90,000$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%.
Shearer & Bonney PC Profit Sharing Plan-6$678,046$90,000$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%.
200616$531,951$90,000$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%.
Shearer & Bonney PC Profit Sharing Plan-6$531,951$90,000$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%.
200517$389,949$90,000$12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%.
Shearer & Bonney PC Profit Sharing Plan-7$389,949$90,000$12,857iApproximate average salary by contribution assumption: employee only about $321,429 at 4% or $214,286 at 6%; with 50% employer match about $214,286 at 4% or $142,857 at 6%; with 100% employer match about $160,714 at 4% or $107,143 at 6%.
200416$273,290$203,065$33,844iApproximate average salary by contribution assumption: employee only about $846,104 at 4% or $564,069 at 6%; with 50% employer match about $564,069 at 4% or $376,046 at 6%; with 100% employer match about $423,052 at 4% or $282,035 at 6%.
Shearer & Bonney PC Profit Sharing Plan-6$273,290$203,065$33,844iApproximate average salary by contribution assumption: employee only about $846,104 at 4% or $564,069 at 6%; with 50% employer match about $564,069 at 4% or $376,046 at 6%; with 100% employer match about $423,052 at 4% or $282,035 at 6%.
200315$56,269$56,269$11,254iApproximate average salary by contribution assumption: employee only about $281,345 at 4% or $187,563 at 6%; with 50% employer match about $187,563 at 4% or $125,042 at 6%; with 100% employer match about $140,673 at 4% or $93,782 at 6%.
Shearer & Bonney PC Profit Sharing Plan-5$56,269$56,269$11,254iApproximate average salary by contribution assumption: employee only about $281,345 at 4% or $187,563 at 6%; with 50% employer match about $187,563 at 4% or $125,042 at 6%; with 100% employer match about $140,673 at 4% or $93,782 at 6%.