Civic Intelligence

Bart W. Shuster

Plan context: Bart W. Shuster Money Purchase Pension Plan

EIN 58-1505947 • Charlotte, NC • 14 filings • 2 plans

101 N. Mcdowell, Suite 122Charlotte, NC 28204-2261
Current Snapshot

Latest Year

2012

2012 Participants

2

2012 Assets

$663,340

2012 Contributions

$23,657

Historical Graphs

Total Assets Over Time

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

$1,339,616$669,808$0199920052011YearValue
$663,340Latest year 2011

Participants Over Time

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

320199920052011YearValue
2Latest year 2011

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
201210$0$0-
Bart W. Shuster Money Purchase Pension Plan-0$0--
201112$663,340$0-
Bart W. Shuster Money Purchase Pension Plan-2$663,340--
201012$817,393$23,657$11,829iApproximate average salary by contribution assumption: employee only about $295,713 at 4% or $197,142 at 6%; with 50% employer match about $197,142 at 4% or $131,428 at 6%; with 100% employer match about $147,856 at 4% or $98,571 at 6%.
Bart W. Shuster Money Purchase Pension Plan-2$817,393$23,657$11,829iApproximate average salary by contribution assumption: employee only about $295,713 at 4% or $197,142 at 6%; with 50% employer match about $197,142 at 4% or $131,428 at 6%; with 100% employer match about $147,856 at 4% or $98,571 at 6%.
200911$793,736$26,843$26,843iApproximate average salary by contribution assumption: employee only about $671,075 at 4% or $447,383 at 6%; with 50% employer match about $447,383 at 4% or $298,256 at 6%; with 100% employer match about $335,538 at 4% or $223,692 at 6%.
Bart W. Shuster Money Purchase Pension Plan-1$793,736$26,843$26,843iApproximate average salary by contribution assumption: employee only about $671,075 at 4% or $447,383 at 6%; with 50% employer match about $447,383 at 4% or $298,256 at 6%; with 100% employer match about $335,538 at 4% or $223,692 at 6%.
200811$766,899$23,224$23,224iApproximate average salary by contribution assumption: employee only about $580,600 at 4% or $387,067 at 6%; with 50% employer match about $387,067 at 4% or $258,044 at 6%; with 100% employer match about $290,300 at 4% or $193,533 at 6%.
Bart W. Shuster Money Purchase Pension Plan-1$766,899$23,224$23,224iApproximate average salary by contribution assumption: employee only about $580,600 at 4% or $387,067 at 6%; with 50% employer match about $387,067 at 4% or $258,044 at 6%; with 100% employer match about $290,300 at 4% or $193,533 at 6%.
200712$0$0-
Bart W. Shuster Money Purchase Pension Plan-2---
200613$1,339,616$0-
Bart W. Shuster Money Purchase Pension Plan-3$1,339,616--
200512$1,121,914$0-
Bart W. Shuster Money Purchase Pension Plan-2$1,121,914--
200413$1,071,489$20,731$6,910iApproximate average salary by contribution assumption: employee only about $172,758 at 4% or $115,172 at 6%; with 50% employer match about $115,172 at 4% or $76,781 at 6%; with 100% employer match about $86,379 at 4% or $57,586 at 6%.
Bart W. Shuster Money Purchase Pension Plan-3$1,071,489$20,731$6,910iApproximate average salary by contribution assumption: employee only about $172,758 at 4% or $115,172 at 6%; with 50% employer match about $115,172 at 4% or $76,781 at 6%; with 100% employer match about $86,379 at 4% or $57,586 at 6%.
200313$967,168$46,259$15,420iApproximate average salary by contribution assumption: employee only about $385,492 at 4% or $256,994 at 6%; with 50% employer match about $256,994 at 4% or $171,330 at 6%; with 100% employer match about $192,746 at 4% or $128,497 at 6%.
Bart W. Shuster Money Purchase Pension Plan-3$967,168$46,259$15,420iApproximate average salary by contribution assumption: employee only about $385,492 at 4% or $256,994 at 6%; with 50% employer match about $256,994 at 4% or $171,330 at 6%; with 100% employer match about $192,746 at 4% or $128,497 at 6%.
200213$793,211$36,825$12,275iApproximate average salary by contribution assumption: employee only about $306,875 at 4% or $204,583 at 6%; with 50% employer match about $204,583 at 4% or $136,389 at 6%; with 100% employer match about $153,438 at 4% or $102,292 at 6%.
Bart W. Shuster Money Purchase Pension Plan-3$793,211$36,825$12,275iApproximate average salary by contribution assumption: employee only about $306,875 at 4% or $204,583 at 6%; with 50% employer match about $204,583 at 4% or $136,389 at 6%; with 100% employer match about $153,438 at 4% or $102,292 at 6%.
200113$882,839$44,410$14,803iApproximate average salary by contribution assumption: employee only about $370,083 at 4% or $246,722 at 6%; with 50% employer match about $246,722 at 4% or $164,481 at 6%; with 100% employer match about $185,042 at 4% or $123,361 at 6%.
Bart W. Shuster Money Purchase Pension Plan-3$882,839$44,410$14,803iApproximate average salary by contribution assumption: employee only about $370,083 at 4% or $246,722 at 6%; with 50% employer match about $246,722 at 4% or $164,481 at 6%; with 100% employer match about $185,042 at 4% or $123,361 at 6%.
200013$876,294$42,169$14,056iApproximate average salary by contribution assumption: employee only about $351,408 at 4% or $234,272 at 6%; with 50% employer match about $234,272 at 4% or $156,181 at 6%; with 100% employer match about $175,704 at 4% or $117,136 at 6%.
Bart W. Shuster Money Purchase Pension Plan-3$876,294$42,169$14,056iApproximate average salary by contribution assumption: employee only about $351,408 at 4% or $234,272 at 6%; with 50% employer match about $234,272 at 4% or $156,181 at 6%; with 100% employer match about $175,704 at 4% or $117,136 at 6%.
199913$797,621$31,930$10,643iApproximate average salary by contribution assumption: employee only about $266,083 at 4% or $177,389 at 6%; with 50% employer match about $177,389 at 4% or $118,259 at 6%; with 100% employer match about $133,042 at 4% or $88,694 at 6%.
Bart W. Shuster Money Purchase Pension Plan-3$797,621$31,930$10,643iApproximate average salary by contribution assumption: employee only about $266,083 at 4% or $177,389 at 6%; with 50% employer match about $177,389 at 4% or $118,259 at 6%; with 100% employer match about $133,042 at 4% or $88,694 at 6%.