Civic Intelligence

Chad Shultz, CPA, Pa

Plan context: Chad Shultz, CPA, Pa 401(K) Plan

EIN 47-2599659 • Jacksonville, FL • 8 filings • 1 plans

1450 Flagler AveSuite 2Jacksonville, FL 32207
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$44,726

2023 Contributions

$25,054

Historical Graphs

Total Assets Over Time

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

$84,738$42,369$0201620192022YearValue
$44,726Latest year 2022

Participants Over Time

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

950201620192022YearValue
5Latest year 2022

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
202310$0$0-
Chad Shultz, CPA, Pa 401(K) Plan-0$0$0-
202215$44,726$25,054$5,011iApproximate average salary by contribution assumption: employee only about $125,270 at 4% or $83,513 at 6%; with 50% employer match about $83,513 at 4% or $55,676 at 6%; with 100% employer match about $62,635 at 4% or $41,757 at 6%.
Chad Shultz, CPA, Pa 401(K) Plan-5$44,726$25,054$5,011iApproximate average salary by contribution assumption: employee only about $125,270 at 4% or $83,513 at 6%; with 50% employer match about $83,513 at 4% or $55,676 at 6%; with 100% employer match about $62,635 at 4% or $41,757 at 6%.
202119$34,452$25,426$2,825iApproximate average salary by contribution assumption: employee only about $70,628 at 4% or $47,085 at 6%; with 50% employer match about $47,085 at 4% or $31,390 at 6%; with 100% employer match about $35,314 at 4% or $23,543 at 6%.
Chad Shultz, CPA, Pa 401(K) Plan-9$34,452$25,426$2,825iApproximate average salary by contribution assumption: employee only about $70,628 at 4% or $47,085 at 6%; with 50% employer match about $47,085 at 4% or $31,390 at 6%; with 100% employer match about $35,314 at 4% or $23,543 at 6%.
202019$84,738$30,643$3,405iApproximate average salary by contribution assumption: employee only about $85,119 at 4% or $56,746 at 6%; with 50% employer match about $56,746 at 4% or $37,831 at 6%; with 100% employer match about $42,560 at 4% or $28,373 at 6%.
Chad Shultz, CPA, Pa 401(K) Plan-9$84,738$30,643$3,405iApproximate average salary by contribution assumption: employee only about $85,119 at 4% or $56,746 at 6%; with 50% employer match about $56,746 at 4% or $37,831 at 6%; with 100% employer match about $42,560 at 4% or $28,373 at 6%.
201919$44,429$23,218$2,580iApproximate average salary by contribution assumption: employee only about $64,494 at 4% or $42,996 at 6%; with 50% employer match about $42,996 at 4% or $28,664 at 6%; with 100% employer match about $32,247 at 4% or $21,498 at 6%.
Chad Shultz, CPA, Pa 401(K) Plan-9$44,429$23,218$2,580iApproximate average salary by contribution assumption: employee only about $64,494 at 4% or $42,996 at 6%; with 50% employer match about $42,996 at 4% or $28,664 at 6%; with 100% employer match about $32,247 at 4% or $21,498 at 6%.
201817$16,555$11,693$1,670iApproximate average salary by contribution assumption: employee only about $41,761 at 4% or $27,840 at 6%; with 50% employer match about $27,840 at 4% or $18,560 at 6%; with 100% employer match about $20,880 at 4% or $13,920 at 6%.
Chad Shultz, CPA, Pa 401(K) Plan-7$16,555$11,693$1,670iApproximate average salary by contribution assumption: employee only about $41,761 at 4% or $27,840 at 6%; with 50% employer match about $27,840 at 4% or $18,560 at 6%; with 100% employer match about $20,880 at 4% or $13,920 at 6%.
201717$8,440$6,612$945iApproximate average salary by contribution assumption: employee only about $23,614 at 4% or $15,743 at 6%; with 50% employer match about $15,743 at 4% or $10,495 at 6%; with 100% employer match about $11,807 at 4% or $7,871 at 6%.
Chad Shultz, CPA, Pa 401(K) Plan-7$8,440$6,612$945iApproximate average salary by contribution assumption: employee only about $23,614 at 4% or $15,743 at 6%; with 50% employer match about $15,743 at 4% or $10,495 at 6%; with 100% employer match about $11,807 at 4% or $7,871 at 6%.
201616$1,034$1,022$170iApproximate average salary by contribution assumption: employee only about $4,258 at 4% or $2,839 at 6%; with 50% employer match about $2,839 at 4% or $1,893 at 6%; with 100% employer match about $2,129 at 4% or $1,419 at 6%.
Chad Shultz, CPA, Pa 401(K) Plan-6$1,034$1,022$170iApproximate average salary by contribution assumption: employee only about $4,258 at 4% or $2,839 at 6%; with 50% employer match about $2,839 at 4% or $1,893 at 6%; with 100% employer match about $2,129 at 4% or $1,419 at 6%.