Shapiro & Duncan Inc.
Plan context: Shapiro & Duncan Inc. Employee 401(K) Plan
EIN 52-1069819 • 46 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
359
2024 Assets
$53,786,443
2024 Contributions
$5,005,274
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 | 1 | 359 | $53,786,443 | $5,005,274 | $13,942iApproximate average salary by contribution assumption: employee only about $348,557 at 4% or $232,371 at 6%; with 50% employer match about $232,371 at 4% or $154,914 at 6%; with 100% employer match about $174,278 at 4% or $116,186 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 359 | $53,786,443 | $5,005,274 | $13,942iApproximate average salary by contribution assumption: employee only about $348,557 at 4% or $232,371 at 6%; with 50% employer match about $232,371 at 4% or $154,914 at 6%; with 100% employer match about $174,278 at 4% or $116,186 at 6%. |
| 2023 | 2 | 356 | $46,912,655 | $4,962,355 | $13,939iApproximate average salary by contribution assumption: employee only about $348,480 at 4% or $232,320 at 6%; with 50% employer match about $232,320 at 4% or $154,880 at 6%; with 100% employer match about $174,240 at 4% or $116,160 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 356 | $46,912,655 | $4,962,355 | $13,939iApproximate average salary by contribution assumption: employee only about $348,480 at 4% or $232,320 at 6%; with 50% employer match about $232,320 at 4% or $154,880 at 6%; with 100% employer match about $174,240 at 4% or $116,160 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 343 | - | - | - |
| 2022 | 2 | 346 | $38,836,150 | $5,307,954 | $15,341iApproximate average salary by contribution assumption: employee only about $383,523 at 4% or $255,682 at 6%; with 50% employer match about $255,682 at 4% or $170,455 at 6%; with 100% employer match about $191,761 at 4% or $127,841 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 338 | $38,836,150 | $5,307,954 | $15,704iApproximate average salary by contribution assumption: employee only about $392,600 at 4% or $261,733 at 6%; with 50% employer match about $261,733 at 4% or $174,489 at 6%; with 100% employer match about $196,300 at 4% or $130,867 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 346 | - | - | - |
| 2021 | 2 | 349 | $41,619,485 | $3,905,691 | $11,191iApproximate average salary by contribution assumption: employee only about $279,777 at 4% or $186,518 at 6%; with 50% employer match about $186,518 at 4% or $124,345 at 6%; with 100% employer match about $139,889 at 4% or $93,259 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 336 | $41,619,485 | $3,905,691 | $11,624iApproximate average salary by contribution assumption: employee only about $290,602 at 4% or $193,735 at 6%; with 50% employer match about $193,735 at 4% or $129,156 at 6%; with 100% employer match about $145,301 at 4% or $96,867 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 349 | - | - | - |
| 2020 | 2 | 345 | $36,765,082 | $4,289,616 | $12,434iApproximate average salary by contribution assumption: employee only about $310,842 at 4% or $207,228 at 6%; with 50% employer match about $207,228 at 4% or $138,152 at 6%; with 100% employer match about $155,421 at 4% or $103,614 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 345 | $36,765,082 | $4,289,616 | $12,434iApproximate average salary by contribution assumption: employee only about $310,842 at 4% or $207,228 at 6%; with 50% employer match about $207,228 at 4% or $138,152 at 6%; with 100% employer match about $155,421 at 4% or $103,614 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 320 | - | - | - |
| 2019 | 2 | 364 | $31,490,497 | $3,011,713 | $8,274iApproximate average salary by contribution assumption: employee only about $206,848 at 4% or $137,899 at 6%; with 50% employer match about $137,899 at 4% or $91,933 at 6%; with 100% employer match about $103,424 at 4% or $68,949 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 364 | $31,490,497 | $3,011,713 | $8,274iApproximate average salary by contribution assumption: employee only about $206,848 at 4% or $137,899 at 6%; with 50% employer match about $137,899 at 4% or $91,933 at 6%; with 100% employer match about $103,424 at 4% or $68,949 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 358 | - | - | - |
| 2018 | 2 | 370 | $27,236,619 | $3,498,492 | $9,455iApproximate average salary by contribution assumption: employee only about $236,385 at 4% or $157,590 at 6%; with 50% employer match about $157,590 at 4% or $105,060 at 6%; with 100% employer match about $118,192 at 4% or $78,795 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 370 | $27,236,619 | $3,498,492 | $9,455iApproximate average salary by contribution assumption: employee only about $236,385 at 4% or $157,590 at 6%; with 50% employer match about $157,590 at 4% or $105,060 at 6%; with 100% employer match about $118,192 at 4% or $78,795 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 361 | - | - | - |
| 2017 | 2 | 381 | $27,328,315 | $3,383,160 | $8,880iApproximate average salary by contribution assumption: employee only about $221,992 at 4% or $147,995 at 6%; with 50% employer match about $147,995 at 4% or $98,663 at 6%; with 100% employer match about $110,996 at 4% or $73,997 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 366 | $27,328,315 | $3,383,160 | $9,244iApproximate average salary by contribution assumption: employee only about $231,090 at 4% or $154,060 at 6%; with 50% employer match about $154,060 at 4% or $102,707 at 6%; with 100% employer match about $115,545 at 4% or $77,030 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 381 | - | - | - |
| 2016 | 2 | 352 | $21,873,550 | $2,424,860 | $6,889iApproximate average salary by contribution assumption: employee only about $172,220 at 4% or $114,813 at 6%; with 50% employer match about $114,813 at 4% or $76,542 at 6%; with 100% employer match about $86,110 at 4% or $57,407 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 340 | $21,873,550 | $2,424,860 | $7,132iApproximate average salary by contribution assumption: employee only about $178,299 at 4% or $118,866 at 6%; with 50% employer match about $118,866 at 4% or $79,244 at 6%; with 100% employer match about $89,149 at 4% or $59,433 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 352 | - | - | - |
| 2015 | 2 | 345 | $19,437,333 | $2,712,939 | $7,864iApproximate average salary by contribution assumption: employee only about $196,590 at 4% or $131,060 at 6%; with 50% employer match about $131,060 at 4% or $87,373 at 6%; with 100% employer match about $98,295 at 4% or $65,530 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 345 | $19,437,333 | $2,712,939 | $7,864iApproximate average salary by contribution assumption: employee only about $196,590 at 4% or $131,060 at 6%; with 50% employer match about $131,060 at 4% or $87,373 at 6%; with 100% employer match about $98,295 at 4% or $65,530 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 326 | - | - | - |
| 2014 | 2 | 359 | $18,202,891 | $2,240,069 | $6,240iApproximate average salary by contribution assumption: employee only about $155,994 at 4% or $103,996 at 6%; with 50% employer match about $103,996 at 4% or $69,331 at 6%; with 100% employer match about $77,997 at 4% or $51,998 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 345 | $18,202,891 | $2,240,069 | $6,493iApproximate average salary by contribution assumption: employee only about $162,324 at 4% or $108,216 at 6%; with 50% employer match about $108,216 at 4% or $72,144 at 6%; with 100% employer match about $81,162 at 4% or $54,108 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 359 | - | - | - |
| 2013 | 2 | 344 | $16,083,282 | $1,812,742 | $5,270iApproximate average salary by contribution assumption: employee only about $131,740 at 4% or $87,827 at 6%; with 50% employer match about $87,827 at 4% or $58,551 at 6%; with 100% employer match about $65,870 at 4% or $43,913 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 320 | $16,083,282 | $1,812,742 | $5,665iApproximate average salary by contribution assumption: employee only about $141,620 at 4% or $94,414 at 6%; with 50% employer match about $94,414 at 4% or $62,942 at 6%; with 100% employer match about $70,810 at 4% or $47,207 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 344 | - | - | - |
| 2012 | 1 | 299 | $12,497,143 | $1,533,447 | $5,129iApproximate average salary by contribution assumption: employee only about $128,215 at 4% or $85,476 at 6%; with 50% employer match about $85,476 at 4% or $56,984 at 6%; with 100% employer match about $64,107 at 4% or $42,738 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 299 | $12,497,143 | $1,533,447 | $5,129iApproximate average salary by contribution assumption: employee only about $128,215 at 4% or $85,476 at 6%; with 50% employer match about $85,476 at 4% or $56,984 at 6%; with 100% employer match about $64,107 at 4% or $42,738 at 6%. |
| 2011 | 1 | 259 | $10,966,395 | $1,680,754 | $6,489iApproximate average salary by contribution assumption: employee only about $162,235 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,104 at 6%; with 100% employer match about $81,117 at 4% or $54,078 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 259 | $10,966,395 | $1,680,754 | $6,489iApproximate average salary by contribution assumption: employee only about $162,235 at 4% or $108,157 at 6%; with 50% employer match about $108,157 at 4% or $72,104 at 6%; with 100% employer match about $81,117 at 4% or $54,078 at 6%. |
| 2010 | 1 | 343 | $10,870,059 | $1,109,071 | $3,233iApproximate average salary by contribution assumption: employee only about $80,836 at 4% or $53,891 at 6%; with 50% employer match about $53,891 at 4% or $35,927 at 6%; with 100% employer match about $40,418 at 4% or $26,945 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 343 | $10,870,059 | $1,109,071 | $3,233iApproximate average salary by contribution assumption: employee only about $80,836 at 4% or $53,891 at 6%; with 50% employer match about $53,891 at 4% or $35,927 at 6%; with 100% employer match about $40,418 at 4% or $26,945 at 6%. |
| 2009 | 1 | 234 | $9,450,661 | $1,171,440 | $5,006iApproximate average salary by contribution assumption: employee only about $125,154 at 4% or $83,436 at 6%; with 50% employer match about $83,436 at 4% or $55,624 at 6%; with 100% employer match about $62,577 at 4% or $41,718 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 234 | $9,450,661 | $1,171,440 | $5,006iApproximate average salary by contribution assumption: employee only about $125,154 at 4% or $83,436 at 6%; with 50% employer match about $83,436 at 4% or $55,624 at 6%; with 100% employer match about $62,577 at 4% or $41,718 at 6%. |
| 2008 | 2 | 430 | $8,370,132 | $1,244,517 | $2,894iApproximate average salary by contribution assumption: employee only about $72,356 at 4% or $48,237 at 6%; with 50% employer match about $48,237 at 4% or $32,158 at 6%; with 100% employer match about $36,178 at 4% or $24,119 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 342 | $8,370,132 | $1,244,517 | $3,639iApproximate average salary by contribution assumption: employee only about $90,973 at 4% or $60,649 at 6%; with 50% employer match about $60,649 at 4% or $40,433 at 6%; with 100% employer match about $45,487 at 4% or $30,324 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 430 | - | - | - |
| 2007 | 2 | 323 | $10,615,396 | $1,112,520 | $3,444iApproximate average salary by contribution assumption: employee only about $86,108 at 4% or $57,406 at 6%; with 50% employer match about $57,406 at 4% or $38,270 at 6%; with 100% employer match about $43,054 at 4% or $28,703 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 323 | $10,615,396 | $1,112,520 | $3,444iApproximate average salary by contribution assumption: employee only about $86,108 at 4% or $57,406 at 6%; with 50% employer match about $57,406 at 4% or $38,270 at 6%; with 100% employer match about $43,054 at 4% or $28,703 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 216 | - | - | - |
| 2006 | 2 | 300 | $9,305,985 | $965,003 | $3,217iApproximate average salary by contribution assumption: employee only about $80,417 at 4% or $53,611 at 6%; with 50% employer match about $53,611 at 4% or $35,741 at 6%; with 100% employer match about $40,208 at 4% or $26,806 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 300 | $9,305,985 | $965,003 | $3,217iApproximate average salary by contribution assumption: employee only about $80,417 at 4% or $53,611 at 6%; with 50% employer match about $53,611 at 4% or $35,741 at 6%; with 100% employer match about $40,208 at 4% or $26,806 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 193 | - | - | - |
| 2005 | 2 | 234 | $7,598,708 | $903,179 | $3,860iApproximate average salary by contribution assumption: employee only about $96,493 at 4% or $64,329 at 6%; with 50% employer match about $64,329 at 4% or $42,886 at 6%; with 100% employer match about $48,247 at 4% or $32,164 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 234 | $7,598,708 | $903,179 | $3,860iApproximate average salary by contribution assumption: employee only about $96,493 at 4% or $64,329 at 6%; with 50% employer match about $64,329 at 4% or $42,886 at 6%; with 100% employer match about $48,247 at 4% or $32,164 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 189 | - | - | - |
| 2004 | 2 | 358 | $7,127,331 | $755,289 | $2,110iApproximate average salary by contribution assumption: employee only about $52,744 at 4% or $35,162 at 6%; with 50% employer match about $35,162 at 4% or $23,442 at 6%; with 100% employer match about $26,372 at 4% or $17,581 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 230 | $7,127,331 | $755,289 | $3,284iApproximate average salary by contribution assumption: employee only about $82,097 at 4% or $54,731 at 6%; with 50% employer match about $54,731 at 4% or $36,487 at 6%; with 100% employer match about $41,048 at 4% or $27,366 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 358 | - | - | - |
| 2003 | 2 | 395 | $5,752,630 | $705,302 | $1,786iApproximate average salary by contribution assumption: employee only about $44,639 at 4% or $29,760 at 6%; with 50% employer match about $29,760 at 4% or $19,840 at 6%; with 100% employer match about $22,320 at 4% or $14,880 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 218 | $5,752,630 | $705,302 | $3,235iApproximate average salary by contribution assumption: employee only about $80,883 at 4% or $53,922 at 6%; with 50% employer match about $53,922 at 4% or $35,948 at 6%; with 100% employer match about $40,442 at 4% or $26,961 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 395 | - | - | - |
| 2002 | 2 | 222 | $4,238,399 | $465,600 | $2,097iApproximate average salary by contribution assumption: employee only about $52,432 at 4% or $34,955 at 6%; with 50% employer match about $34,955 at 4% or $23,303 at 6%; with 100% employer match about $26,216 at 4% or $17,477 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 222 | $4,238,399 | $465,600 | $2,097iApproximate average salary by contribution assumption: employee only about $52,432 at 4% or $34,955 at 6%; with 50% employer match about $34,955 at 4% or $23,303 at 6%; with 100% employer match about $26,216 at 4% or $17,477 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 165 | - | - | - |
| 2001 | 2 | 173 | $4,496,616 | $559,958 | $3,237iApproximate average salary by contribution assumption: employee only about $80,919 at 4% or $53,946 at 6%; with 50% employer match about $53,946 at 4% or $35,964 at 6%; with 100% employer match about $40,459 at 4% or $26,973 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 173 | $4,496,616 | $559,958 | $3,237iApproximate average salary by contribution assumption: employee only about $80,919 at 4% or $53,946 at 6%; with 50% employer match about $53,946 at 4% or $35,964 at 6%; with 100% employer match about $40,459 at 4% or $26,973 at 6%. |
| SHAPIRO & DUNCAN, INC FLEXIBLE BENEFITS PLAN | - | 127 | - | - | - |
| 2000 | 3 | 128 | $4,396,612 | $407,986 | $3,187iApproximate average salary by contribution assumption: employee only about $79,685 at 4% or $53,123 at 6%; with 50% employer match about $53,123 at 4% or $35,415 at 6%; with 100% employer match about $39,842 at 4% or $26,562 at 6%. |
| Shapiro & Duncan Inc. Employee 401(K) Plan | - | 113 | $4,396,612 | $407,986 | $3,610iApproximate average salary by contribution assumption: employee only about $90,262 at 4% or $60,175 at 6%; with 50% employer match about $60,175 at 4% or $40,117 at 6%; with 100% employer match about $45,131 at 4% or $30,087 at 6%. |
| Shapiro & Duncan Inc. Employee Benefits Plan | - | 128 | - | - | - |
| SHAPIRO & DUNCAN, INC FLEXIBLE BENEFITS PLAN | - | 128 | - | - | - |