Civic Intelligence

John C. Shefferman, D.D.S.

Plan context: John C. Shefferman, D.D.S. Retirement Plan and Trust

EIN 52-1682263 • Washington, DC • 26 filings • 2 plans

1747 Pennsylvania Ave., NWWashington, DC 20006
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,806,781

2024 Contributions

$65,000

Historical Graphs

Total Assets Over Time

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

$3,806,781$1,903,391$0199920122024YearValue
$3,806,781Latest year 2024

Participants Over Time

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

1260199920122024YearValue
6Latest year 2024

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
202416$3,806,781$0-
John C. Shefferman, D.D.S. Retirement Plan and Trust-6$3,806,781--
202317$3,027,435$0-
John C. Shefferman, D.D.S. Retirement Plan and Trust-7$3,027,435--
2022112$2,541,969$65,000$5,417iApproximate average salary by contribution assumption: employee only about $135,417 at 4% or $90,278 at 6%; with 50% employer match about $90,278 at 4% or $60,185 at 6%; with 100% employer match about $67,708 at 4% or $45,139 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-12$2,541,969$65,000$5,417iApproximate average salary by contribution assumption: employee only about $135,417 at 4% or $90,278 at 6%; with 50% employer match about $90,278 at 4% or $60,185 at 6%; with 100% employer match about $67,708 at 4% or $45,139 at 6%.
2021111$3,078,694$388,858$35,351iApproximate average salary by contribution assumption: employee only about $883,768 at 4% or $589,179 at 6%; with 50% employer match about $589,179 at 4% or $392,786 at 6%; with 100% employer match about $441,884 at 4% or $294,589 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-11$3,078,694$388,858$35,351iApproximate average salary by contribution assumption: employee only about $883,768 at 4% or $589,179 at 6%; with 50% employer match about $589,179 at 4% or $392,786 at 6%; with 100% employer match about $441,884 at 4% or $294,589 at 6%.
202018$2,689,836$65,323$8,165iApproximate average salary by contribution assumption: employee only about $204,134 at 4% or $136,090 at 6%; with 50% employer match about $136,090 at 4% or $90,726 at 6%; with 100% employer match about $102,067 at 4% or $68,045 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-8$2,689,836$65,323$8,165iApproximate average salary by contribution assumption: employee only about $204,134 at 4% or $136,090 at 6%; with 50% employer match about $136,090 at 4% or $90,726 at 6%; with 100% employer match about $102,067 at 4% or $68,045 at 6%.
201918$2,303,670$67,161$8,395iApproximate average salary by contribution assumption: employee only about $209,878 at 4% or $139,919 at 6%; with 50% employer match about $139,919 at 4% or $93,279 at 6%; with 100% employer match about $104,939 at 4% or $69,959 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-8$2,303,670$67,161$8,395iApproximate average salary by contribution assumption: employee only about $209,878 at 4% or $139,919 at 6%; with 50% employer match about $139,919 at 4% or $93,279 at 6%; with 100% employer match about $104,939 at 4% or $69,959 at 6%.
201818$1,777,631$60,420$7,553iApproximate average salary by contribution assumption: employee only about $188,813 at 4% or $125,875 at 6%; with 50% employer match about $125,875 at 4% or $83,917 at 6%; with 100% employer match about $94,406 at 4% or $62,938 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-8$1,777,631$60,420$7,553iApproximate average salary by contribution assumption: employee only about $188,813 at 4% or $125,875 at 6%; with 50% employer match about $125,875 at 4% or $83,917 at 6%; with 100% employer match about $94,406 at 4% or $62,938 at 6%.
2017110$1,844,339$64,362$6,436iApproximate average salary by contribution assumption: employee only about $160,905 at 4% or $107,270 at 6%; with 50% employer match about $107,270 at 4% or $71,513 at 6%; with 100% employer match about $80,453 at 4% or $53,635 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-10$1,844,339$64,362$6,436iApproximate average salary by contribution assumption: employee only about $160,905 at 4% or $107,270 at 6%; with 50% employer match about $107,270 at 4% or $71,513 at 6%; with 100% employer match about $80,453 at 4% or $53,635 at 6%.
201618$1,472,066$60,267$7,533iApproximate average salary by contribution assumption: employee only about $188,334 at 4% or $125,556 at 6%; with 50% employer match about $125,556 at 4% or $83,704 at 6%; with 100% employer match about $94,167 at 4% or $62,778 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-8$1,472,066$60,267$7,533iApproximate average salary by contribution assumption: employee only about $188,334 at 4% or $125,556 at 6%; with 50% employer match about $125,556 at 4% or $83,704 at 6%; with 100% employer match about $94,167 at 4% or $62,778 at 6%.
201518$1,443,068$62,980$7,873iApproximate average salary by contribution assumption: employee only about $196,813 at 4% or $131,208 at 6%; with 50% employer match about $131,208 at 4% or $87,472 at 6%; with 100% employer match about $98,406 at 4% or $65,604 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-8$1,443,068$62,980$7,873iApproximate average salary by contribution assumption: employee only about $196,813 at 4% or $131,208 at 6%; with 50% employer match about $131,208 at 4% or $87,472 at 6%; with 100% employer match about $98,406 at 4% or $65,604 at 6%.
201418$1,410,500$60,543$7,568iApproximate average salary by contribution assumption: employee only about $189,197 at 4% or $126,131 at 6%; with 50% employer match about $126,131 at 4% or $84,088 at 6%; with 100% employer match about $94,598 at 4% or $63,066 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-8$1,410,500$60,543$7,568iApproximate average salary by contribution assumption: employee only about $189,197 at 4% or $126,131 at 6%; with 50% employer match about $126,131 at 4% or $84,088 at 6%; with 100% employer match about $94,598 at 4% or $63,066 at 6%.
201317$1,262,041$60,490$8,641iApproximate average salary by contribution assumption: employee only about $216,036 at 4% or $144,024 at 6%; with 50% employer match about $144,024 at 4% or $96,016 at 6%; with 100% employer match about $108,018 at 4% or $72,012 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-7$1,262,041$60,490$8,641iApproximate average salary by contribution assumption: employee only about $216,036 at 4% or $144,024 at 6%; with 50% employer match about $144,024 at 4% or $96,016 at 6%; with 100% employer match about $108,018 at 4% or $72,012 at 6%.
201215$1,016,556$61,865$12,373iApproximate average salary by contribution assumption: employee only about $309,325 at 4% or $206,217 at 6%; with 50% employer match about $206,217 at 4% or $137,478 at 6%; with 100% employer match about $154,663 at 4% or $103,108 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-5$1,016,556$61,865$12,373iApproximate average salary by contribution assumption: employee only about $309,325 at 4% or $206,217 at 6%; with 50% employer match about $206,217 at 4% or $137,478 at 6%; with 100% employer match about $154,663 at 4% or $103,108 at 6%.
201114$868,247$64,161$16,040iApproximate average salary by contribution assumption: employee only about $401,006 at 4% or $267,338 at 6%; with 50% employer match about $267,338 at 4% or $178,225 at 6%; with 100% employer match about $200,503 at 4% or $133,669 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-4$868,247$64,161$16,040iApproximate average salary by contribution assumption: employee only about $401,006 at 4% or $267,338 at 6%; with 50% employer match about $267,338 at 4% or $178,225 at 6%; with 100% employer match about $200,503 at 4% or $133,669 at 6%.
201014$867,060$59,418$14,855iApproximate average salary by contribution assumption: employee only about $371,363 at 4% or $247,575 at 6%; with 50% employer match about $247,575 at 4% or $165,050 at 6%; with 100% employer match about $185,681 at 4% or $123,788 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-4$867,060$59,418$14,855iApproximate average salary by contribution assumption: employee only about $371,363 at 4% or $247,575 at 6%; with 50% employer match about $247,575 at 4% or $165,050 at 6%; with 100% employer match about $185,681 at 4% or $123,788 at 6%.
200916$781,169$63,440$10,573iApproximate average salary by contribution assumption: employee only about $264,333 at 4% or $176,222 at 6%; with 50% employer match about $176,222 at 4% or $117,481 at 6%; with 100% employer match about $132,167 at 4% or $88,111 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-6$781,169$63,440$10,573iApproximate average salary by contribution assumption: employee only about $264,333 at 4% or $176,222 at 6%; with 50% employer match about $176,222 at 4% or $117,481 at 6%; with 100% employer match about $132,167 at 4% or $88,111 at 6%.
200816$630,145$65,000$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-6$630,145$65,000$10,833iApproximate average salary by contribution assumption: employee only about $270,833 at 4% or $180,556 at 6%; with 50% employer match about $180,556 at 4% or $120,370 at 6%; with 100% employer match about $135,417 at 4% or $90,278 at 6%.
200716$735,736$62,765$10,461iApproximate average salary by contribution assumption: employee only about $261,521 at 4% or $174,347 at 6%; with 50% employer match about $174,347 at 4% or $116,231 at 6%; with 100% employer match about $130,760 at 4% or $87,174 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-6$735,736$62,765$10,461iApproximate average salary by contribution assumption: employee only about $261,521 at 4% or $174,347 at 6%; with 50% employer match about $174,347 at 4% or $116,231 at 6%; with 100% employer match about $130,760 at 4% or $87,174 at 6%.
200616$636,517$64,802$10,800iApproximate average salary by contribution assumption: employee only about $270,008 at 4% or $180,006 at 6%; with 50% employer match about $180,006 at 4% or $120,004 at 6%; with 100% employer match about $135,004 at 4% or $90,003 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-6$636,517$64,802$10,800iApproximate average salary by contribution assumption: employee only about $270,008 at 4% or $180,006 at 6%; with 50% employer match about $180,006 at 4% or $120,004 at 6%; with 100% employer match about $135,004 at 4% or $90,003 at 6%.
200516$498,668$62,257$10,376iApproximate average salary by contribution assumption: employee only about $259,404 at 4% or $172,936 at 6%; with 50% employer match about $172,936 at 4% or $115,291 at 6%; with 100% employer match about $129,702 at 4% or $86,468 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-6$498,668$62,257$10,376iApproximate average salary by contribution assumption: employee only about $259,404 at 4% or $172,936 at 6%; with 50% employer match about $172,936 at 4% or $115,291 at 6%; with 100% employer match about $129,702 at 4% or $86,468 at 6%.
200416$394,121$59,538$9,923iApproximate average salary by contribution assumption: employee only about $248,075 at 4% or $165,383 at 6%; with 50% employer match about $165,383 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-6$394,121$59,538$9,923iApproximate average salary by contribution assumption: employee only about $248,075 at 4% or $165,383 at 6%; with 50% employer match about $165,383 at 4% or $110,256 at 6%; with 100% employer match about $124,038 at 4% or $82,692 at 6%.
200315$300,428$59,400$11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-5$300,428$59,400$11,880iApproximate average salary by contribution assumption: employee only about $297,000 at 4% or $198,000 at 6%; with 50% employer match about $198,000 at 4% or $132,000 at 6%; with 100% employer match about $148,500 at 4% or $99,000 at 6%.
200215$0$0-
John C. Shefferman, D.D.S. Retirement Plan and Trust-5---
200115$184,565$45,965$9,193iApproximate average salary by contribution assumption: employee only about $229,825 at 4% or $153,217 at 6%; with 50% employer match about $153,217 at 4% or $102,144 at 6%; with 100% employer match about $114,913 at 4% or $76,608 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-5$184,565$45,965$9,193iApproximate average salary by contribution assumption: employee only about $229,825 at 4% or $153,217 at 6%; with 50% employer match about $153,217 at 4% or $102,144 at 6%; with 100% employer match about $114,913 at 4% or $76,608 at 6%.
200014$191,407$40,982$10,246iApproximate average salary by contribution assumption: employee only about $256,138 at 4% or $170,758 at 6%; with 50% employer match about $170,758 at 4% or $113,839 at 6%; with 100% employer match about $128,069 at 4% or $85,379 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-4$191,407$40,982$10,246iApproximate average salary by contribution assumption: employee only about $256,138 at 4% or $170,758 at 6%; with 50% employer match about $170,758 at 4% or $113,839 at 6%; with 100% employer match about $128,069 at 4% or $85,379 at 6%.
199915$233,386$39,171$7,834iApproximate average salary by contribution assumption: employee only about $195,855 at 4% or $130,570 at 6%; with 50% employer match about $130,570 at 4% or $87,047 at 6%; with 100% employer match about $97,928 at 4% or $65,285 at 6%.
John C. Shefferman, D.D.S. Retirement Plan and Trust-5$233,386$39,171$7,834iApproximate average salary by contribution assumption: employee only about $195,855 at 4% or $130,570 at 6%; with 50% employer match about $130,570 at 4% or $87,047 at 6%; with 100% employer match about $97,928 at 4% or $65,285 at 6%.