Civic Intelligence

Joseph a. Sheppe, M.D., P.A.

Plan context: Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust

EIN 57-1089885 • Columbia, SC • 12 filings • 1 plans

204 Leaning Tree Rd.Columbia, SC 29223
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$1,425,811

2020 Contributions

$2,243

Historical Graphs

Total Assets Over Time

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

$1,425,811$712,906$0200920142019YearValue
$1,425,811Latest year 2019

Participants Over Time

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

530200920142019YearValue
3Latest year 2019

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
202010$0$0-
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-0$0$0-
201913$1,425,811$2,243$748iApproximate average salary by contribution assumption: employee only about $18,692 at 4% or $12,461 at 6%; with 50% employer match about $12,461 at 4% or $8,307 at 6%; with 100% employer match about $9,346 at 4% or $6,231 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-3$1,425,811$2,243$748iApproximate average salary by contribution assumption: employee only about $18,692 at 4% or $12,461 at 6%; with 50% employer match about $12,461 at 4% or $8,307 at 6%; with 100% employer match about $9,346 at 4% or $6,231 at 6%.
201813$1,307,840$5,627$1,876iApproximate average salary by contribution assumption: employee only about $46,892 at 4% or $31,261 at 6%; with 50% employer match about $31,261 at 4% or $20,841 at 6%; with 100% employer match about $23,446 at 4% or $15,631 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-3$1,307,840$5,627$1,876iApproximate average salary by contribution assumption: employee only about $46,892 at 4% or $31,261 at 6%; with 50% employer match about $31,261 at 4% or $20,841 at 6%; with 100% employer match about $23,446 at 4% or $15,631 at 6%.
201714$1,328,276$41,455$10,364iApproximate average salary by contribution assumption: employee only about $259,094 at 4% or $172,729 at 6%; with 50% employer match about $172,729 at 4% or $115,153 at 6%; with 100% employer match about $129,547 at 4% or $86,365 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-4$1,328,276$41,455$10,364iApproximate average salary by contribution assumption: employee only about $259,094 at 4% or $172,729 at 6%; with 50% employer match about $172,729 at 4% or $115,153 at 6%; with 100% employer match about $129,547 at 4% or $86,365 at 6%.
201614$1,227,110$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-4$1,227,110$69,000$17,250iApproximate average salary by contribution assumption: employee only about $431,250 at 4% or $287,500 at 6%; with 50% employer match about $287,500 at 4% or $191,667 at 6%; with 100% employer match about $215,625 at 4% or $143,750 at 6%.
201515$1,135,147$87,000$17,400iApproximate average salary by contribution assumption: employee only about $435,000 at 4% or $290,000 at 6%; with 50% employer match about $290,000 at 4% or $193,333 at 6%; with 100% employer match about $217,500 at 4% or $145,000 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-5$1,135,147$87,000$17,400iApproximate average salary by contribution assumption: employee only about $435,000 at 4% or $290,000 at 6%; with 50% employer match about $290,000 at 4% or $193,333 at 6%; with 100% employer match about $217,500 at 4% or $145,000 at 6%.
201413$1,060,912$85,254$28,418iApproximate average salary by contribution assumption: employee only about $710,450 at 4% or $473,633 at 6%; with 50% employer match about $473,633 at 4% or $315,756 at 6%; with 100% employer match about $355,225 at 4% or $236,817 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-3$1,060,912$85,254$28,418iApproximate average salary by contribution assumption: employee only about $710,450 at 4% or $473,633 at 6%; with 50% employer match about $473,633 at 4% or $315,756 at 6%; with 100% employer match about $355,225 at 4% or $236,817 at 6%.
201313$974,776$84,496$28,165iApproximate average salary by contribution assumption: employee only about $704,133 at 4% or $469,422 at 6%; with 50% employer match about $469,422 at 4% or $312,948 at 6%; with 100% employer match about $352,067 at 4% or $234,711 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-3$974,776$84,496$28,165iApproximate average salary by contribution assumption: employee only about $704,133 at 4% or $469,422 at 6%; with 50% employer match about $469,422 at 4% or $312,948 at 6%; with 100% employer match about $352,067 at 4% or $234,711 at 6%.
201213$872,996$69,671$23,224iApproximate average salary by contribution assumption: employee only about $580,592 at 4% or $387,061 at 6%; with 50% employer match about $387,061 at 4% or $258,041 at 6%; with 100% employer match about $290,296 at 4% or $193,531 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-3$872,996$69,671$23,224iApproximate average salary by contribution assumption: employee only about $580,592 at 4% or $387,061 at 6%; with 50% employer match about $387,061 at 4% or $258,041 at 6%; with 100% employer match about $290,296 at 4% or $193,531 at 6%.
201114$765,030$31,500$7,875iApproximate average salary by contribution assumption: employee only about $196,875 at 4% or $131,250 at 6%; with 50% employer match about $131,250 at 4% or $87,500 at 6%; with 100% employer match about $98,438 at 4% or $65,625 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-4$765,030$31,500$7,875iApproximate average salary by contribution assumption: employee only about $196,875 at 4% or $131,250 at 6%; with 50% employer match about $131,250 at 4% or $87,500 at 6%; with 100% employer match about $98,438 at 4% or $65,625 at 6%.
201015$743,185$54,767$10,953iApproximate average salary by contribution assumption: employee only about $273,835 at 4% or $182,557 at 6%; with 50% employer match about $182,557 at 4% or $121,704 at 6%; with 100% employer match about $136,918 at 4% or $91,278 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-5$743,185$54,767$10,953iApproximate average salary by contribution assumption: employee only about $273,835 at 4% or $182,557 at 6%; with 50% employer match about $182,557 at 4% or $121,704 at 6%; with 100% employer match about $136,918 at 4% or $91,278 at 6%.
200914$654,543$54,587$13,647iApproximate average salary by contribution assumption: employee only about $341,169 at 4% or $227,446 at 6%; with 50% employer match about $227,446 at 4% or $151,631 at 6%; with 100% employer match about $170,584 at 4% or $113,723 at 6%.
Joseph a. Sheppe, M.D. P.A., Profit Sharing Plan and Trust-4$654,543$54,587$13,647iApproximate average salary by contribution assumption: employee only about $341,169 at 4% or $227,446 at 6%; with 50% employer match about $227,446 at 4% or $151,631 at 6%; with 100% employer match about $170,584 at 4% or $113,723 at 6%.