Scott J Shumway Dds PLLC
Plan context: SCOTT J SHUMWAY DDS PLLC CASH BALANCE PLAN
EIN 47-5494339 • Spokane Valley, WA • 15 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
15
2024 Assets
$1,915,887
2024 Contributions
$281,190
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 15 | $1,915,887 | $281,190 | $18,746iApproximate average salary by contribution assumption: employee only about $468,650 at 4% or $312,433 at 6%; with 50% employer match about $312,433 at 4% or $208,289 at 6%; with 100% employer match about $234,325 at 4% or $156,217 at 6%. |
| SCOTT J SHUMWAY DDS PLLC CASH BALANCE PLAN | - | 9 | $1,078,697 | $202,264 | $22,474iApproximate average salary by contribution assumption: employee only about $561,844 at 4% or $374,563 at 6%; with 50% employer match about $374,563 at 4% or $249,709 at 6%; with 100% employer match about $280,922 at 4% or $187,281 at 6%. |
| Scott J Shumway Dds PLLC 401(K) Plan | - | 15 | $837,190 | $78,926 | $5,262iApproximate average salary by contribution assumption: employee only about $131,543 at 4% or $87,696 at 6%; with 50% employer match about $87,696 at 4% or $58,464 at 6%; with 100% employer match about $65,772 at 4% or $43,848 at 6%. |
| 2023 | 2 | 12 | $1,534,100 | $285,318 | $23,777iApproximate average salary by contribution assumption: employee only about $594,413 at 4% or $396,275 at 6%; with 50% employer match about $396,275 at 4% or $264,183 at 6%; with 100% employer match about $297,206 at 4% or $198,138 at 6%. |
| SCOTT J SHUMWAY DDS PLLC CASH BALANCE PLAN | - | 9 | $814,714 | $193,736 | $21,526iApproximate average salary by contribution assumption: employee only about $538,156 at 4% or $358,770 at 6%; with 50% employer match about $358,770 at 4% or $239,180 at 6%; with 100% employer match about $269,078 at 4% or $179,385 at 6%. |
| Scott J Shumway Dds PLLC 401(K) Plan | - | 12 | $719,386 | $91,582 | $7,632iApproximate average salary by contribution assumption: employee only about $190,796 at 4% or $127,197 at 6%; with 50% employer match about $127,197 at 4% or $84,798 at 6%; with 100% employer match about $95,398 at 4% or $63,599 at 6%. |
| 2022 | 2 | 10 | $1,124,248 | $277,920 | $27,792iApproximate average salary by contribution assumption: employee only about $694,800 at 4% or $463,200 at 6%; with 50% employer match about $463,200 at 4% or $308,800 at 6%; with 100% employer match about $347,400 at 4% or $231,600 at 6%. |
| Scott J Shumway Dds PLLC 401(K) Plan | - | 10 | $574,831 | $68,579 | $6,858iApproximate average salary by contribution assumption: employee only about $171,448 at 4% or $114,298 at 6%; with 50% employer match about $114,298 at 4% or $76,199 at 6%; with 100% employer match about $85,724 at 4% or $57,149 at 6%. |
| SCOTT J SHUMWAY DDS PLLC CASH BALANCE PLAN | - | 8 | $549,417 | $209,341 | $26,168iApproximate average salary by contribution assumption: employee only about $654,191 at 4% or $436,127 at 6%; with 50% employer match about $436,127 at 4% or $290,751 at 6%; with 100% employer match about $327,095 at 4% or $218,064 at 6%. |
| 2021 | 2 | 12 | $979,687 | $202,284 | $16,857iApproximate average salary by contribution assumption: employee only about $421,425 at 4% or $280,950 at 6%; with 50% employer match about $280,950 at 4% or $187,300 at 6%; with 100% employer match about $210,713 at 4% or $140,475 at 6%. |
| Scott J Shumway Dds PLLC 401(K) Plan | - | 12 | $589,449 | $77,284 | $6,440iApproximate average salary by contribution assumption: employee only about $161,008 at 4% or $107,339 at 6%; with 50% employer match about $107,339 at 4% or $71,559 at 6%; with 100% employer match about $80,504 at 4% or $53,669 at 6%. |
| SCOTT J SHUMWAY DDS PLLC CASH BALANCE PLAN | - | 5 | $390,238 | $125,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| 2020 | 2 | 13 | $690,585 | $199,391 | $15,338iApproximate average salary by contribution assumption: employee only about $383,444 at 4% or $255,629 at 6%; with 50% employer match about $255,629 at 4% or $170,420 at 6%; with 100% employer match about $191,722 at 4% or $127,815 at 6%. |
| Scott J Shumway Dds PLLC 401(K) Plan | - | 13 | $456,768 | $75,623 | $5,817iApproximate average salary by contribution assumption: employee only about $145,429 at 4% or $96,953 at 6%; with 50% employer match about $96,953 at 4% or $64,635 at 6%; with 100% employer match about $72,714 at 4% or $48,476 at 6%. |
| SCOTT J SHUMWAY DDS PLLC CASH BALANCE PLAN | - | 6 | $233,817 | $123,768 | $20,628iApproximate average salary by contribution assumption: employee only about $515,700 at 4% or $343,800 at 6%; with 50% employer match about $343,800 at 4% or $229,200 at 6%; with 100% employer match about $257,850 at 4% or $171,900 at 6%. |
| 2019 | 2 | 8 | $460,531 | $161,669 | $20,209iApproximate average salary by contribution assumption: employee only about $505,216 at 4% or $336,810 at 6%; with 50% employer match about $336,810 at 4% or $224,540 at 6%; with 100% employer match about $252,608 at 4% or $168,405 at 6%. |
| Scott J Shumway Dds PLLC 401(K) Plan | - | 8 | $366,997 | $69,775 | $8,722iApproximate average salary by contribution assumption: employee only about $218,047 at 4% or $145,365 at 6%; with 50% employer match about $145,365 at 4% or $96,910 at 6%; with 100% employer match about $109,023 at 4% or $72,682 at 6%. |
| SCOTT J SHUMWAY DDS PLLC CASH BALANCE PLAN | - | 5 | $93,534 | $91,894 | $18,379iApproximate average salary by contribution assumption: employee only about $459,470 at 4% or $306,313 at 6%; with 50% employer match about $306,313 at 4% or $204,209 at 6%; with 100% employer match about $229,735 at 4% or $153,157 at 6%. |
| 2018 | 1 | 9 | $239,376 | $98,328 | $10,925iApproximate average salary by contribution assumption: employee only about $273,133 at 4% or $182,089 at 6%; with 50% employer match about $182,089 at 4% or $121,393 at 6%; with 100% employer match about $136,567 at 4% or $91,044 at 6%. |
| Scott J Shumway Dds PLLC 401(K) Plan | - | 9 | $239,376 | $98,328 | $10,925iApproximate average salary by contribution assumption: employee only about $273,133 at 4% or $182,089 at 6%; with 50% employer match about $182,089 at 4% or $121,393 at 6%; with 100% employer match about $136,567 at 4% or $91,044 at 6%. |
| 2017 | 1 | 9 | $165,085 | $106,222 | $11,802iApproximate average salary by contribution assumption: employee only about $295,061 at 4% or $196,707 at 6%; with 50% employer match about $196,707 at 4% or $131,138 at 6%; with 100% employer match about $147,531 at 4% or $98,354 at 6%. |
| Scott J Shumway Dds PLLC 401(K) Plan | - | 9 | $165,085 | $106,222 | $11,802iApproximate average salary by contribution assumption: employee only about $295,061 at 4% or $196,707 at 6%; with 50% employer match about $196,707 at 4% or $131,138 at 6%; with 100% employer match about $147,531 at 4% or $98,354 at 6%. |
| 2016 | 1 | 8 | $46,370 | $45,674 | $5,709iApproximate average salary by contribution assumption: employee only about $142,731 at 4% or $95,154 at 6%; with 50% employer match about $95,154 at 4% or $63,436 at 6%; with 100% employer match about $71,366 at 4% or $47,577 at 6%. |
| Scott J Shumway Dds PLLC 401(K) Plan | - | 8 | $46,370 | $45,674 | $5,709iApproximate average salary by contribution assumption: employee only about $142,731 at 4% or $95,154 at 6%; with 50% employer match about $95,154 at 4% or $63,436 at 6%; with 100% employer match about $71,366 at 4% or $47,577 at 6%. |