Civic Intelligence

Shierkatz Rllp

Plan context: Shierkatz Rllp 401(K) Profit Sharing Plan & Trust

EIN 46-2538764 • San Francisco, CA • 5 filings • 2 plans

930 Montgomery StSuite 600San Francisco, CA 94133
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$277,102

2017 Contributions

$72,368

Historical Graphs

Total Assets Over Time

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

$620,973$310,487$0201320152017YearValue
$277,102Latest year 2017

Participants Over Time

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

320201320152016YearValue
3Latest year 2016

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
201710$277,102$72,368-
Shierkatz Rllp 401(K) Profit Sharing Plan & Trust-0$277,102$72,368-
201613$620,973$140,546$46,849iApproximate average salary by contribution assumption: employee only about $1,171,217 at 4% or $780,811 at 6%; with 50% employer match about $780,811 at 4% or $520,541 at 6%; with 100% employer match about $585,608 at 4% or $390,406 at 6%.
Shierkatz Rllp 401(K) Profit Sharing Plan & Trust-3$620,973$140,546$46,849iApproximate average salary by contribution assumption: employee only about $1,171,217 at 4% or $780,811 at 6%; with 50% employer match about $780,811 at 4% or $520,541 at 6%; with 100% employer match about $585,608 at 4% or $390,406 at 6%.
201513$438,336$409,625$136,542iApproximate average salary by contribution assumption: employee only about $3,413,542 at 4% or $2,275,694 at 6%; with 50% employer match about $2,275,694 at 4% or $1,517,130 at 6%; with 100% employer match about $1,706,771 at 4% or $1,137,847 at 6%.
Shierkatz Rllp 401(K) Profit Sharing Plan & Trust-3$438,336$409,625$136,542iApproximate average salary by contribution assumption: employee only about $3,413,542 at 4% or $2,275,694 at 6%; with 50% employer match about $2,275,694 at 4% or $1,517,130 at 6%; with 100% employer match about $1,706,771 at 4% or $1,137,847 at 6%.
201413$26,364$17,734$5,911iApproximate average salary by contribution assumption: employee only about $147,783 at 4% or $98,522 at 6%; with 50% employer match about $98,522 at 4% or $65,681 at 6%; with 100% employer match about $73,892 at 4% or $49,261 at 6%.
Shierkatz Rllp 401(K) Profit Sharing Plan & Trust-3$26,364$17,734$5,911iApproximate average salary by contribution assumption: employee only about $147,783 at 4% or $98,522 at 6%; with 50% employer match about $98,522 at 4% or $65,681 at 6%; with 100% employer match about $73,892 at 4% or $49,261 at 6%.
201311$7,562$7,200$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.
Shierkatz Rllp 401(K) Profit Sharing Plan & Trust-1$7,562$7,200$7,200iApproximate average salary by contribution assumption: employee only about $180,000 at 4% or $120,000 at 6%; with 50% employer match about $120,000 at 4% or $80,000 at 6%; with 100% employer match about $90,000 at 4% or $60,000 at 6%.