Shapiro, Lifschitz and Schram PC.
Plan context: Shapiro, Lifschitz and Schram PC Cash Balance Plan
EIN 52-1722017 • Washington, DC • 55 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$3,158,264
2024 Contributions
$816,208
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 | 0 | $0 | $0 | - |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 0 | $0 | $0 | - |
| 2023 | 2 | 13 | $3,158,264 | $0 | - |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 13 | $3,158,264 | $0 | - |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 0 | $0 | - | - |
| 2022 | 2 | 26 | $9,827,050 | $816,208 | $31,393iApproximate average salary by contribution assumption: employee only about $784,815 at 4% or $523,210 at 6%; with 50% employer match about $523,210 at 4% or $348,807 at 6%; with 100% employer match about $392,408 at 4% or $261,605 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 26 | $6,827,791 | $478,936 | $18,421iApproximate average salary by contribution assumption: employee only about $460,515 at 4% or $307,010 at 6%; with 50% employer match about $307,010 at 4% or $204,674 at 6%; with 100% employer match about $230,258 at 4% or $153,505 at 6%. |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 9 | $2,999,259 | $337,272 | $37,475iApproximate average salary by contribution assumption: employee only about $936,867 at 4% or $624,578 at 6%; with 50% employer match about $624,578 at 4% or $416,385 at 6%; with 100% employer match about $468,433 at 4% or $312,289 at 6%. |
| 2021 | 2 | 24 | $11,489,646 | $586,032 | $24,418iApproximate average salary by contribution assumption: employee only about $610,450 at 4% or $406,967 at 6%; with 50% employer match about $406,967 at 4% or $271,311 at 6%; with 100% employer match about $305,225 at 4% or $203,483 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 24 | $8,357,860 | $386,032 | $16,085iApproximate average salary by contribution assumption: employee only about $402,117 at 4% or $268,078 at 6%; with 50% employer match about $268,078 at 4% or $178,719 at 6%; with 100% employer match about $201,058 at 4% or $134,039 at 6%. |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 13 | $3,131,786 | $200,000 | $15,385iApproximate average salary by contribution assumption: employee only about $384,615 at 4% or $256,410 at 6%; with 50% employer match about $256,410 at 4% or $170,940 at 6%; with 100% employer match about $192,308 at 4% or $128,205 at 6%. |
| 2020 | 2 | 26 | $11,827,215 | $1,182,402 | $45,477iApproximate average salary by contribution assumption: employee only about $1,136,925 at 4% or $757,950 at 6%; with 50% employer match about $757,950 at 4% or $505,300 at 6%; with 100% employer match about $568,463 at 4% or $378,975 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 26 | $8,933,908 | $468,273 | $18,011iApproximate average salary by contribution assumption: employee only about $450,263 at 4% or $300,175 at 6%; with 50% employer match about $300,175 at 4% or $200,117 at 6%; with 100% employer match about $225,131 at 4% or $150,088 at 6%. |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 17 | $2,893,307 | $714,129 | $42,008iApproximate average salary by contribution assumption: employee only about $1,050,190 at 4% or $700,126 at 6%; with 50% employer match about $700,126 at 4% or $466,751 at 6%; with 100% employer match about $525,095 at 4% or $350,063 at 6%. |
| 2019 | 2 | 25 | $10,110,979 | $722,533 | $28,901iApproximate average salary by contribution assumption: employee only about $722,533 at 4% or $481,689 at 6%; with 50% employer match about $481,689 at 4% or $321,126 at 6%; with 100% employer match about $361,267 at 4% or $240,844 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 25 | $7,895,436 | $472,533 | $18,901iApproximate average salary by contribution assumption: employee only about $472,533 at 4% or $315,022 at 6%; with 50% employer match about $315,022 at 4% or $210,015 at 6%; with 100% employer match about $236,267 at 4% or $157,511 at 6%. |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 18 | $2,215,543 | $250,000 | $13,889iApproximate average salary by contribution assumption: employee only about $347,222 at 4% or $231,481 at 6%; with 50% employer match about $231,481 at 4% or $154,321 at 6%; with 100% employer match about $173,611 at 4% or $115,741 at 6%. |
| 2018 | 3 | 32 | $9,423,831 | $1,952,459 | $61,014iApproximate average salary by contribution assumption: employee only about $1,525,359 at 4% or $1,016,906 at 6%; with 50% employer match about $1,016,906 at 4% or $677,937 at 6%; with 100% employer match about $762,679 at 4% or $508,453 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 32 | $7,603,801 | $572,500 | $17,891iApproximate average salary by contribution assumption: employee only about $447,266 at 4% or $298,177 at 6%; with 50% employer match about $298,177 at 4% or $198,785 at 6%; with 100% employer match about $223,633 at 4% or $149,089 at 6%. |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 19 | $1,820,030 | $334,000 | $17,579iApproximate average salary by contribution assumption: employee only about $439,474 at 4% or $292,982 at 6%; with 50% employer match about $292,982 at 4% or $195,322 at 6%; with 100% employer match about $219,737 at 4% or $146,491 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 0 | $0 | $1,045,959 | - |
| 2017 | 3 | 29 | $12,427,483 | $779,880 | $26,892iApproximate average salary by contribution assumption: employee only about $672,310 at 4% or $448,207 at 6%; with 50% employer match about $448,207 at 4% or $298,805 at 6%; with 100% employer match about $336,155 at 4% or $224,103 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM 401(K) PROFIT SHARING PLAN | - | 29 | $7,993,224 | $649,880 | $22,410iApproximate average salary by contribution assumption: employee only about $560,241 at 4% or $373,494 at 6%; with 50% employer match about $373,494 at 4% or $248,996 at 6%; with 100% employer match about $280,121 at 4% or $186,747 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 20 | $2,809,497 | $0 | - |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 18 | $1,624,762 | $130,000 | $7,222iApproximate average salary by contribution assumption: employee only about $180,556 at 4% or $120,370 at 6%; with 50% employer match about $120,370 at 4% or $80,247 at 6%; with 100% employer match about $90,278 at 4% or $60,185 at 6%. |
| 2016 | 3 | 26 | $10,838,101 | $614,718 | $23,643iApproximate average salary by contribution assumption: employee only about $591,075 at 4% or $394,050 at 6%; with 50% employer match about $394,050 at 4% or $262,700 at 6%; with 100% employer match about $295,538 at 4% or $197,025 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 26 | $6,712,672 | $344,718 | $13,258iApproximate average salary by contribution assumption: employee only about $331,460 at 4% or $220,973 at 6%; with 50% employer match about $220,973 at 4% or $147,315 at 6%; with 100% employer match about $165,730 at 4% or $110,487 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 20 | $2,794,304 | $0 | - |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 17 | $1,331,125 | $270,000 | $15,882iApproximate average salary by contribution assumption: employee only about $397,059 at 4% or $264,706 at 6%; with 50% employer match about $264,706 at 4% or $176,471 at 6%; with 100% employer match about $198,529 at 4% or $132,353 at 6%. |
| 2015 | 3 | 29 | $10,682,132 | $684,591 | $23,607iApproximate average salary by contribution assumption: employee only about $590,165 at 4% or $393,443 at 6%; with 50% employer match about $393,443 at 4% or $262,295 at 6%; with 100% employer match about $295,082 at 4% or $196,722 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 29 | $6,821,448 | $416,591 | $14,365iApproximate average salary by contribution assumption: employee only about $359,130 at 4% or $239,420 at 6%; with 50% employer match about $239,420 at 4% or $159,613 at 6%; with 100% employer match about $179,565 at 4% or $119,710 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 22 | $2,783,237 | $0 | - |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 19 | $1,077,447 | $268,000 | $14,105iApproximate average salary by contribution assumption: employee only about $352,632 at 4% or $235,088 at 6%; with 50% employer match about $235,088 at 4% or $156,725 at 6%; with 100% employer match about $176,316 at 4% or $117,544 at 6%. |
| 2014 | 3 | 29 | $12,540,142 | $523,014 | $18,035iApproximate average salary by contribution assumption: employee only about $450,874 at 4% or $300,583 at 6%; with 50% employer match about $300,583 at 4% or $200,389 at 6%; with 100% employer match about $225,437 at 4% or $150,291 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 29 | $7,818,537 | $446,014 | $15,380iApproximate average salary by contribution assumption: employee only about $384,495 at 4% or $256,330 at 6%; with 50% employer match about $256,330 at 4% or $170,887 at 6%; with 100% employer match about $192,247 at 4% or $128,165 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 22 | $3,595,627 | $0 | - |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 19 | $1,125,978 | $77,000 | $4,053iApproximate average salary by contribution assumption: employee only about $101,316 at 4% or $67,544 at 6%; with 50% employer match about $67,544 at 4% or $45,029 at 6%; with 100% employer match about $50,658 at 4% or $33,772 at 6%. |
| 2013 | 3 | 29 | $12,633,083 | $842,069 | $29,037iApproximate average salary by contribution assumption: employee only about $725,922 at 4% or $483,948 at 6%; with 50% employer match about $483,948 at 4% or $322,632 at 6%; with 100% employer match about $362,961 at 4% or $241,974 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 29 | $7,644,777 | $525,316 | $18,114iApproximate average salary by contribution assumption: employee only about $452,859 at 4% or $301,906 at 6%; with 50% employer match about $301,906 at 4% or $201,270 at 6%; with 100% employer match about $226,429 at 4% or $150,953 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 23 | $3,966,235 | $0 | - |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 21 | $1,022,071 | $316,753 | $15,083iApproximate average salary by contribution assumption: employee only about $377,087 at 4% or $251,391 at 6%; with 50% employer match about $251,391 at 4% or $167,594 at 6%; with 100% employer match about $188,543 at 4% or $125,696 at 6%. |
| 2012 | 3 | 27 | $9,967,062 | $821,817 | $30,438iApproximate average salary by contribution assumption: employee only about $760,942 at 4% or $507,294 at 6%; with 50% employer match about $507,294 at 4% or $338,196 at 6%; with 100% employer match about $380,471 at 4% or $253,647 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 26 | $5,757,477 | $471,817 | $18,147iApproximate average salary by contribution assumption: employee only about $453,670 at 4% or $302,447 at 6%; with 50% employer match about $302,447 at 4% or $201,631 at 6%; with 100% employer match about $226,835 at 4% or $151,223 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 27 | $3,573,155 | $0 | - |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 18 | $636,430 | $350,000 | $19,444iApproximate average salary by contribution assumption: employee only about $486,111 at 4% or $324,074 at 6%; with 50% employer match about $324,074 at 4% or $216,049 at 6%; with 100% employer match about $243,056 at 4% or $162,037 at 6%. |
| 2011 | 3 | 26 | $8,436,878 | $749,744 | $28,836iApproximate average salary by contribution assumption: employee only about $720,908 at 4% or $480,605 at 6%; with 50% employer match about $480,605 at 4% or $320,403 at 6%; with 100% employer match about $360,454 at 4% or $240,303 at 6%. |
| SHAPIRO, LIFSCHITZ & SCHRAM 401(K) PROFIT SHARING PLAN | - | 26 | $4,722,358 | $473,377 | $18,207iApproximate average salary by contribution assumption: employee only about $455,170 at 4% or $303,447 at 6%; with 50% employer match about $303,447 at 4% or $202,298 at 6%; with 100% employer match about $227,585 at 4% or $151,723 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 0 | $3,438,153 | $0 | - |
| Shapiro, Lifschitz and Schram PC Cash Balance Plan | - | 17 | $276,367 | $276,367 | $16,257iApproximate average salary by contribution assumption: employee only about $406,422 at 4% or $270,948 at 6%; with 50% employer match about $270,948 at 4% or $180,632 at 6%; with 100% employer match about $203,211 at 4% or $135,474 at 6%. |
| 2010 | 2 | 24 | $7,696,457 | $98,366 | $4,099iApproximate average salary by contribution assumption: employee only about $102,465 at 4% or $68,310 at 6%; with 50% employer match about $68,310 at 4% or $45,540 at 6%; with 100% employer match about $51,232 at 4% or $34,155 at 6%. |
| SHAPIRO LIFSCHITZ AND SCHRAM 401(K) SAVINGS PLAN | - | 24 | $4,345,029 | $98,366 | $4,099iApproximate average salary by contribution assumption: employee only about $102,465 at 4% or $68,310 at 6%; with 50% employer match about $68,310 at 4% or $45,540 at 6%; with 100% employer match about $51,232 at 4% or $34,155 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 0 | $3,351,428 | $0 | - |
| 2009 | 2 | 23 | $6,465,789 | $190,059 | $8,263iApproximate average salary by contribution assumption: employee only about $206,586 at 4% or $137,724 at 6%; with 50% employer match about $137,724 at 4% or $91,816 at 6%; with 100% employer match about $103,293 at 4% or $68,862 at 6%. |
| SHAPIRO LIFSCHITZ AND SCHRAM 401(K) SAVINGS PLAN | - | 23 | $3,533,453 | $190,059 | $8,263iApproximate average salary by contribution assumption: employee only about $206,586 at 4% or $137,724 at 6%; with 50% employer match about $137,724 at 4% or $91,816 at 6%; with 100% employer match about $103,293 at 4% or $68,862 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 0 | $2,932,336 | $0 | - |
| 2007 | 2 | 22 | $0 | $0 | - |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 14 | - | - | - |
| SHAPIRO LIFSCHITZ AND SCHRAM 401K SAVINGS PLAN | - | 22 | - | - | - |
| 2006 | 2 | 16 | $5,177,367 | $1,020,372 | $63,773iApproximate average salary by contribution assumption: employee only about $1,594,331 at 4% or $1,062,888 at 6%; with 50% employer match about $1,062,888 at 4% or $708,592 at 6%; with 100% employer match about $797,166 at 4% or $531,444 at 6%. |
| SHAPIRO LIFSCHITZ AND SCHRAM 401K SAVINGS PLAN | - | 16 | $3,057,308 | $342,872 | $21,430iApproximate average salary by contribution assumption: employee only about $535,738 at 4% or $357,158 at 6%; with 50% employer match about $357,158 at 4% or $238,106 at 6%; with 100% employer match about $267,869 at 4% or $178,579 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 15 | $2,120,059 | $677,500 | $45,167iApproximate average salary by contribution assumption: employee only about $1,129,167 at 4% or $752,778 at 6%; with 50% employer match about $752,778 at 4% or $501,852 at 6%; with 100% employer match about $564,583 at 4% or $376,389 at 6%. |
| 2005 | 2 | 19 | $3,689,148 | $756,238 | $39,802iApproximate average salary by contribution assumption: employee only about $995,050 at 4% or $663,367 at 6%; with 50% employer match about $663,367 at 4% or $442,244 at 6%; with 100% employer match about $497,525 at 4% or $331,683 at 6%. |
| SHAPIRO LIFSCHITZ AND SCHRAM 401K SAVINGS PLAN | - | 19 | $2,368,082 | $339,049 | $17,845iApproximate average salary by contribution assumption: employee only about $446,117 at 4% or $297,411 at 6%; with 50% employer match about $297,411 at 4% or $198,274 at 6%; with 100% employer match about $223,059 at 4% or $148,706 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 15 | $1,321,066 | $417,189 | $27,813iApproximate average salary by contribution assumption: employee only about $695,315 at 4% or $463,543 at 6%; with 50% employer match about $463,543 at 4% or $309,029 at 6%; with 100% employer match about $347,658 at 4% or $231,772 at 6%. |
| 2004 | 2 | 16 | $2,837,892 | $838,140 | $52,384iApproximate average salary by contribution assumption: employee only about $1,309,594 at 4% or $873,063 at 6%; with 50% employer match about $873,063 at 4% or $582,042 at 6%; with 100% employer match about $654,797 at 4% or $436,531 at 6%. |
| SHAPIRO LIFSCHITZ AND SCHRAM 401K SAVINGS PLAN | - | 16 | $2,000,855 | $563,399 | $35,212iApproximate average salary by contribution assumption: employee only about $880,311 at 4% or $586,874 at 6%; with 50% employer match about $586,874 at 4% or $391,249 at 6%; with 100% employer match about $440,155 at 4% or $293,437 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 14 | $837,037 | $274,741 | $19,624iApproximate average salary by contribution assumption: employee only about $490,609 at 4% or $327,073 at 6%; with 50% employer match about $327,073 at 4% or $218,048 at 6%; with 100% employer match about $245,304 at 4% or $163,536 at 6%. |
| 2003 | 2 | 17 | $1,953,946 | $565,174 | $33,246iApproximate average salary by contribution assumption: employee only about $831,138 at 4% or $554,092 at 6%; with 50% employer match about $554,092 at 4% or $369,395 at 6%; with 100% employer match about $415,569 at 4% or $277,046 at 6%. |
| SHAPIRO LIFSCHITZ AND SCHRAM 401K SAVINGS PLAN | - | 17 | $1,442,615 | $410,174 | $24,128iApproximate average salary by contribution assumption: employee only about $603,197 at 4% or $402,131 at 6%; with 50% employer match about $402,131 at 4% or $268,088 at 6%; with 100% employer match about $301,599 at 4% or $201,066 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 17 | $511,331 | $155,000 | $9,118iApproximate average salary by contribution assumption: employee only about $227,941 at 4% or $151,961 at 6%; with 50% employer match about $151,961 at 4% or $101,307 at 6%; with 100% employer match about $113,971 at 4% or $75,980 at 6%. |
| 2002 | 2 | 13 | $1,213,903 | $259,835 | $19,987iApproximate average salary by contribution assumption: employee only about $499,683 at 4% or $333,122 at 6%; with 50% employer match about $333,122 at 4% or $222,081 at 6%; with 100% employer match about $249,841 at 4% or $166,561 at 6%. |
| SHAPIRO LIFSCHITZ AND SCHRAM 401K SAVINGS PLAN | - | 13 | $852,557 | $109,315 | $8,409iApproximate average salary by contribution assumption: employee only about $210,221 at 4% or $140,147 at 6%; with 50% employer match about $140,147 at 4% or $93,432 at 6%; with 100% employer match about $105,111 at 4% or $70,074 at 6%. |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIREMENT PLAN | - | 12 | $361,346 | $150,520 | $12,543iApproximate average salary by contribution assumption: employee only about $313,583 at 4% or $209,056 at 6%; with 50% employer match about $209,056 at 4% or $139,370 at 6%; with 100% employer match about $156,792 at 4% or $104,528 at 6%. |
| 2001 | 2 | 15 | $0 | $0 | - |
| SHAPIRO LIFSCHITZ AND SCHRAM 401K SAVINGS PLAN | - | 15 | - | - | - |
| SHAPIRO, LIFSCHITZ AND SCHRAM, P.C. DEFINED BENEFIT RETIRMENT PLAN | - | 12 | - | - | - |
| 2000 | 2 | 15 | $0 | $0 | - |
| SHAPIRO, LIFSCHITZ AND SCHRAM PC | - | 14 | - | - | - |
| SHAPIRO LIFSCHITZ AND SCHRAM 401K SAVINGS PLAN | - | 15 | - | - | - |