Civic Intelligence

Jonathan L Shakespeare PC

Plan context: Jonathan L Shakespeare PC Vanguard Prototype Defined Contribution Plan Money Purchase Plan

EIN 58-2248408 • 3 filings • 3 plans

Current Snapshot

Latest Year

2001

2001 Participants

2

2001 Assets

$112,822

2001 Contributions

$19,050

Historical Graphs

Total Assets Over Time

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

$112,822$56,411$019992000YearValue
$112,822Latest year 2000

Participants Over Time

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

21019992000YearValue
2Latest year 2000

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
200110$0$0-
Jonathan L Shakespeare PC Vanguard Prototype Defined Contribution Plan Money Purchase Plan-0---
200012$112,822$19,050$9,525iApproximate average salary by contribution assumption: employee only about $238,125 at 4% or $158,750 at 6%; with 50% employer match about $158,750 at 4% or $105,833 at 6%; with 100% employer match about $119,063 at 4% or $79,375 at 6%.
Jonathan L Shakespeare PC Vanguard Prototype Defined Contribution Plan Money Purchase Plan-2$112,822$19,050$9,525iApproximate average salary by contribution assumption: employee only about $238,125 at 4% or $158,750 at 6%; with 50% employer match about $158,750 at 4% or $105,833 at 6%; with 100% employer match about $119,063 at 4% or $79,375 at 6%.
199912$90,242$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Jonathan L Shakespeare PC Vanguard Prototype Defined Contribution Plan Money Purchase Plan-2$90,242$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.