Civic Intelligence

R. David Shepard MD PA

Plan context: R David Shepard MD Pa Retirement Plan

EIN 46-0496781 • Tampa, FL • 13 filings • 2 plans

4224 North Tampania AvenueTampa, FL 33607
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$208,595

2015 Contributions

$618

Historical Graphs

Total Assets Over Time

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

$208,595$104,298$0200420102014YearValue
$208,595Latest year 2014

Participants Over Time

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

420200320092014YearValue
3Latest year 2014

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
201510$0$618-
R David Shepard MD Pa Retirement Plan-0$0$618-
201413$208,595$14,978$4,993iApproximate average salary by contribution assumption: employee only about $124,817 at 4% or $83,211 at 6%; with 50% employer match about $83,211 at 4% or $55,474 at 6%; with 100% employer match about $62,408 at 4% or $41,606 at 6%.
R David Shepard MD Pa Retirement Plan-3$208,595$14,978$4,993iApproximate average salary by contribution assumption: employee only about $124,817 at 4% or $83,211 at 6%; with 50% employer match about $83,211 at 4% or $55,474 at 6%; with 100% employer match about $62,408 at 4% or $41,606 at 6%.
201313$188,408$28,519$9,506iApproximate average salary by contribution assumption: employee only about $237,658 at 4% or $158,439 at 6%; with 50% employer match about $158,439 at 4% or $105,626 at 6%; with 100% employer match about $118,829 at 4% or $79,219 at 6%.
R David Shepard MD Pa Retirement Plan-3$188,408$28,519$9,506iApproximate average salary by contribution assumption: employee only about $237,658 at 4% or $158,439 at 6%; with 50% employer match about $158,439 at 4% or $105,626 at 6%; with 100% employer match about $118,829 at 4% or $79,219 at 6%.
201213$146,087$11,861$3,954iApproximate average salary by contribution assumption: employee only about $98,842 at 4% or $65,894 at 6%; with 50% employer match about $65,894 at 4% or $43,930 at 6%; with 100% employer match about $49,421 at 4% or $32,947 at 6%.
R David Shepard MD Pa Retirement Plan-3$146,087$11,861$3,954iApproximate average salary by contribution assumption: employee only about $98,842 at 4% or $65,894 at 6%; with 50% employer match about $65,894 at 4% or $43,930 at 6%; with 100% employer match about $49,421 at 4% or $32,947 at 6%.
201113$132,706$25,894$8,631iApproximate average salary by contribution assumption: employee only about $215,783 at 4% or $143,856 at 6%; with 50% employer match about $143,856 at 4% or $95,904 at 6%; with 100% employer match about $107,892 at 4% or $71,928 at 6%.
R David Shepard MD Pa Retirement Plan-3$132,706$25,894$8,631iApproximate average salary by contribution assumption: employee only about $215,783 at 4% or $143,856 at 6%; with 50% employer match about $143,856 at 4% or $95,904 at 6%; with 100% employer match about $107,892 at 4% or $71,928 at 6%.
201013$108,721$10,104$3,368iApproximate average salary by contribution assumption: employee only about $84,200 at 4% or $56,133 at 6%; with 50% employer match about $56,133 at 4% or $37,422 at 6%; with 100% employer match about $42,100 at 4% or $28,067 at 6%.
R David Shepard MD Pa Retirement Plan-3$108,721$10,104$3,368iApproximate average salary by contribution assumption: employee only about $84,200 at 4% or $56,133 at 6%; with 50% employer match about $56,133 at 4% or $37,422 at 6%; with 100% employer match about $42,100 at 4% or $28,067 at 6%.
200923$90,911$20,551$6,850iApproximate average salary by contribution assumption: employee only about $171,258 at 4% or $114,172 at 6%; with 50% employer match about $114,172 at 4% or $76,115 at 6%; with 100% employer match about $85,629 at 4% or $57,086 at 6%.
R David Shepard MD Pa Retirement Plan-3$90,911$20,551$6,850iApproximate average salary by contribution assumption: employee only about $171,258 at 4% or $114,172 at 6%; with 50% employer match about $114,172 at 4% or $76,115 at 6%; with 100% employer match about $85,629 at 4% or $57,086 at 6%.
R David Shepard MD Pa Retirement Plan-----
200814$101,349$23,338$5,835iApproximate average salary by contribution assumption: employee only about $145,863 at 4% or $97,242 at 6%; with 50% employer match about $97,242 at 4% or $64,828 at 6%; with 100% employer match about $72,931 at 4% or $48,621 at 6%.
R David Shepard MD Pa Retirement Plan-4$101,349$23,338$5,835iApproximate average salary by contribution assumption: employee only about $145,863 at 4% or $97,242 at 6%; with 50% employer match about $97,242 at 4% or $64,828 at 6%; with 100% employer match about $72,931 at 4% or $48,621 at 6%.
200611$104,967$26,382$26,382iApproximate average salary by contribution assumption: employee only about $659,550 at 4% or $439,700 at 6%; with 50% employer match about $439,700 at 4% or $293,133 at 6%; with 100% employer match about $329,775 at 4% or $219,850 at 6%.
R David Shepard MD Pa Retirement Plan-1$104,967$26,382$26,382iApproximate average salary by contribution assumption: employee only about $659,550 at 4% or $439,700 at 6%; with 50% employer match about $439,700 at 4% or $293,133 at 6%; with 100% employer match about $329,775 at 4% or $219,850 at 6%.
200513$76,939$19,272$6,424iApproximate average salary by contribution assumption: employee only about $160,600 at 4% or $107,067 at 6%; with 50% employer match about $107,067 at 4% or $71,378 at 6%; with 100% employer match about $80,300 at 4% or $53,533 at 6%.
R David Shepard MD Pa Retirement Plan-3$76,939$19,272$6,424iApproximate average salary by contribution assumption: employee only about $160,600 at 4% or $107,067 at 6%; with 50% employer match about $107,067 at 4% or $71,378 at 6%; with 100% employer match about $80,300 at 4% or $53,533 at 6%.
200412$51,370$46,944$23,472iApproximate average salary by contribution assumption: employee only about $586,800 at 4% or $391,200 at 6%; with 50% employer match about $391,200 at 4% or $260,800 at 6%; with 100% employer match about $293,400 at 4% or $195,600 at 6%.
R David Shepard MD Pa Retirement Plan-2$51,370$46,944$23,472iApproximate average salary by contribution assumption: employee only about $586,800 at 4% or $391,200 at 6%; with 50% employer match about $391,200 at 4% or $260,800 at 6%; with 100% employer match about $293,400 at 4% or $195,600 at 6%.
200313$0$0-
R David Shepard MD Pa Retirement Plan-3---