Civic Intelligence

Shubert and Company PC.

Plan context: Shubert & Company PC. 401(K) Plan

EIN 58-2362915 • Commerce, GA • 16 filings • 1 plans

1690 South Broad StreetCommerce, GA 30529
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,080,995

2024 Contributions

$63,154

Historical Graphs

Total Assets Over Time

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

$1,080,995$540,498$0200920172024YearValue
$1,080,995Latest year 2024

Participants Over Time

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

1050200920172024YearValue
7Latest 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
202417$1,080,995$63,154$9,022iApproximate average salary by contribution assumption: employee only about $225,550 at 4% or $150,367 at 6%; with 50% employer match about $150,367 at 4% or $100,244 at 6%; with 100% employer match about $112,775 at 4% or $75,183 at 6%.
Shubert & Company PC. 401(K) Plan-7$1,080,995$63,154$9,022iApproximate average salary by contribution assumption: employee only about $225,550 at 4% or $150,367 at 6%; with 50% employer match about $150,367 at 4% or $100,244 at 6%; with 100% employer match about $112,775 at 4% or $75,183 at 6%.
202318$947,108$62,000$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
Shubert & Company PC. 401(K) Plan-8$947,108$62,000$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
2022110$811,743$57,801$5,780iApproximate average salary by contribution assumption: employee only about $144,503 at 4% or $96,335 at 6%; with 50% employer match about $96,335 at 4% or $64,223 at 6%; with 100% employer match about $72,251 at 4% or $48,168 at 6%.
Shubert & Company PC. 401(K) Plan-10$811,743$57,801$5,780iApproximate average salary by contribution assumption: employee only about $144,503 at 4% or $96,335 at 6%; with 50% employer match about $96,335 at 4% or $64,223 at 6%; with 100% employer match about $72,251 at 4% or $48,168 at 6%.
202119$901,577$56,317$6,257iApproximate average salary by contribution assumption: employee only about $156,436 at 4% or $104,291 at 6%; with 50% employer match about $104,291 at 4% or $69,527 at 6%; with 100% employer match about $78,218 at 4% or $52,145 at 6%.
Shubert & Company PC. 401(K) Plan-9$901,577$56,317$6,257iApproximate average salary by contribution assumption: employee only about $156,436 at 4% or $104,291 at 6%; with 50% employer match about $104,291 at 4% or $69,527 at 6%; with 100% employer match about $78,218 at 4% or $52,145 at 6%.
202017$771,771$48,202$6,886iApproximate average salary by contribution assumption: employee only about $172,150 at 4% or $114,767 at 6%; with 50% employer match about $114,767 at 4% or $76,511 at 6%; with 100% employer match about $86,075 at 4% or $57,383 at 6%.
Shubert & Company PC. 401(K) Plan-7$771,771$48,202$6,886iApproximate average salary by contribution assumption: employee only about $172,150 at 4% or $114,767 at 6%; with 50% employer match about $114,767 at 4% or $76,511 at 6%; with 100% employer match about $86,075 at 4% or $57,383 at 6%.
201918$648,685$46,337$5,792iApproximate average salary by contribution assumption: employee only about $144,803 at 4% or $96,535 at 6%; with 50% employer match about $96,535 at 4% or $64,357 at 6%; with 100% employer match about $72,402 at 4% or $48,268 at 6%.
Shubert & Company PC. 401(K) Plan-8$648,685$46,337$5,792iApproximate average salary by contribution assumption: employee only about $144,803 at 4% or $96,535 at 6%; with 50% employer match about $96,535 at 4% or $64,357 at 6%; with 100% employer match about $72,402 at 4% or $48,268 at 6%.
201818$546,729$52,044$6,506iApproximate average salary by contribution assumption: employee only about $162,638 at 4% or $108,425 at 6%; with 50% employer match about $108,425 at 4% or $72,283 at 6%; with 100% employer match about $81,319 at 4% or $54,213 at 6%.
Shubert & Company PC. 401(K) Plan-8$546,729$52,044$6,506iApproximate average salary by contribution assumption: employee only about $162,638 at 4% or $108,425 at 6%; with 50% employer match about $108,425 at 4% or $72,283 at 6%; with 100% employer match about $81,319 at 4% or $54,213 at 6%.
201718$536,281$48,714$6,089iApproximate average salary by contribution assumption: employee only about $152,231 at 4% or $101,488 at 6%; with 50% employer match about $101,488 at 4% or $67,658 at 6%; with 100% employer match about $76,116 at 4% or $50,744 at 6%.
Shubert & Company PC. 401(K) Plan-8$536,281$48,714$6,089iApproximate average salary by contribution assumption: employee only about $152,231 at 4% or $101,488 at 6%; with 50% employer match about $101,488 at 4% or $67,658 at 6%; with 100% employer match about $76,116 at 4% or $50,744 at 6%.
201615$427,487$39,959$7,992iApproximate average salary by contribution assumption: employee only about $199,795 at 4% or $133,197 at 6%; with 50% employer match about $133,197 at 4% or $88,798 at 6%; with 100% employer match about $99,898 at 4% or $66,598 at 6%.
Shubert & Company PC. 401(K) Plan-5$427,487$39,959$7,992iApproximate average salary by contribution assumption: employee only about $199,795 at 4% or $133,197 at 6%; with 50% employer match about $133,197 at 4% or $88,798 at 6%; with 100% employer match about $99,898 at 4% or $66,598 at 6%.
201517$383,604$40,635$5,805iApproximate average salary by contribution assumption: employee only about $145,125 at 4% or $96,750 at 6%; with 50% employer match about $96,750 at 4% or $64,500 at 6%; with 100% employer match about $72,563 at 4% or $48,375 at 6%.
Shubert & Company PC. 401(K) Plan-7$383,604$40,635$5,805iApproximate average salary by contribution assumption: employee only about $145,125 at 4% or $96,750 at 6%; with 50% employer match about $96,750 at 4% or $64,500 at 6%; with 100% employer match about $72,563 at 4% or $48,375 at 6%.
201416$351,128$36,933$6,156iApproximate average salary by contribution assumption: employee only about $153,888 at 4% or $102,592 at 6%; with 50% employer match about $102,592 at 4% or $68,394 at 6%; with 100% employer match about $76,944 at 4% or $51,296 at 6%.
Shubert & Company PC. 401(K) Plan-6$351,128$36,933$6,156iApproximate average salary by contribution assumption: employee only about $153,888 at 4% or $102,592 at 6%; with 50% employer match about $102,592 at 4% or $68,394 at 6%; with 100% employer match about $76,944 at 4% or $51,296 at 6%.
201316$304,410$41,152$6,859iApproximate average salary by contribution assumption: employee only about $171,467 at 4% or $114,311 at 6%; with 50% employer match about $114,311 at 4% or $76,207 at 6%; with 100% employer match about $85,733 at 4% or $57,156 at 6%.
Shubert & Company PC. 401(K) Plan-6$304,410$41,152$6,859iApproximate average salary by contribution assumption: employee only about $171,467 at 4% or $114,311 at 6%; with 50% employer match about $114,311 at 4% or $76,207 at 6%; with 100% employer match about $85,733 at 4% or $57,156 at 6%.
201217$230,288$33,590$4,799iApproximate average salary by contribution assumption: employee only about $119,964 at 4% or $79,976 at 6%; with 50% employer match about $79,976 at 4% or $53,317 at 6%; with 100% employer match about $59,982 at 4% or $39,988 at 6%.
Shubert & Company PC. 401(K) Plan-7$230,288$33,590$4,799iApproximate average salary by contribution assumption: employee only about $119,964 at 4% or $79,976 at 6%; with 50% employer match about $79,976 at 4% or $53,317 at 6%; with 100% employer match about $59,982 at 4% or $39,988 at 6%.
201114$174,125$36,795$9,199iApproximate average salary by contribution assumption: employee only about $229,969 at 4% or $153,313 at 6%; with 50% employer match about $153,313 at 4% or $102,208 at 6%; with 100% employer match about $114,984 at 4% or $76,656 at 6%.
Shubert & Company PC. 401(K) Plan-4$174,125$36,795$9,199iApproximate average salary by contribution assumption: employee only about $229,969 at 4% or $153,313 at 6%; with 50% employer match about $153,313 at 4% or $102,208 at 6%; with 100% employer match about $114,984 at 4% or $76,656 at 6%.
201017$151,923$32,528$4,647iApproximate average salary by contribution assumption: employee only about $116,171 at 4% or $77,448 at 6%; with 50% employer match about $77,448 at 4% or $51,632 at 6%; with 100% employer match about $58,086 at 4% or $38,724 at 6%.
Shubert & Company PC. 401(K) Plan-7$151,923$32,528$4,647iApproximate average salary by contribution assumption: employee only about $116,171 at 4% or $77,448 at 6%; with 50% employer match about $77,448 at 4% or $51,632 at 6%; with 100% employer match about $58,086 at 4% or $38,724 at 6%.
200916$103,544$84,770$14,128iApproximate average salary by contribution assumption: employee only about $353,208 at 4% or $235,472 at 6%; with 50% employer match about $235,472 at 4% or $156,981 at 6%; with 100% employer match about $176,604 at 4% or $117,736 at 6%.
Shubert & Company PC. 401(K) Plan-6$103,544$84,770$14,128iApproximate average salary by contribution assumption: employee only about $353,208 at 4% or $235,472 at 6%; with 50% employer match about $235,472 at 4% or $156,981 at 6%; with 100% employer match about $176,604 at 4% or $117,736 at 6%.