Civic Intelligence

Gregory, Sharer & Stuart, Cpas, P.A.

Plan context: Employees Retirement Plan for Gregory, Sharer & Stuart

EIN 59-1850025 • St. Petersburg, FL • 22 filings • 3 plans

100 Second Ave. SouthSuite 600St. Petersburg, FL 33701
Current Snapshot

Latest Year

2020

2020 Participants

101

2020 Assets

$8,809,722

2020 Contributions

$4,798

Historical Graphs

Total Assets Over Time

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

$8,809,722$4,404,861$0199920102019YearValue
$8,809,722Latest year 2019

Participants Over Time

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

101510199920092019YearValue
101Latest 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$4,798-
Employees Retirement Plan for Gregory, Sharer & Stuart-0$0$4,798-
20191101$8,809,722$583,624$5,778iApproximate average salary by contribution assumption: employee only about $144,461 at 4% or $96,308 at 6%; with 50% employer match about $96,308 at 4% or $64,205 at 6%; with 100% employer match about $72,231 at 4% or $48,154 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-101$8,809,722$583,624$5,778iApproximate average salary by contribution assumption: employee only about $144,461 at 4% or $96,308 at 6%; with 50% employer match about $96,308 at 4% or $64,205 at 6%; with 100% employer match about $72,231 at 4% or $48,154 at 6%.
2018194$8,594,811$639,862$6,807iApproximate average salary by contribution assumption: employee only about $170,176 at 4% or $113,451 at 6%; with 50% employer match about $113,451 at 4% or $75,634 at 6%; with 100% employer match about $85,088 at 4% or $56,725 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-94$8,594,811$639,862$6,807iApproximate average salary by contribution assumption: employee only about $170,176 at 4% or $113,451 at 6%; with 50% employer match about $113,451 at 4% or $75,634 at 6%; with 100% employer match about $85,088 at 4% or $56,725 at 6%.
2017184$8,337,767$719,619$8,567iApproximate average salary by contribution assumption: employee only about $214,172 at 4% or $142,782 at 6%; with 50% employer match about $142,782 at 4% or $95,188 at 6%; with 100% employer match about $107,086 at 4% or $71,391 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-84$8,337,767$719,619$8,567iApproximate average salary by contribution assumption: employee only about $214,172 at 4% or $142,782 at 6%; with 50% employer match about $142,782 at 4% or $95,188 at 6%; with 100% employer match about $107,086 at 4% or $71,391 at 6%.
2016182$7,449,896$550,647$6,715iApproximate average salary by contribution assumption: employee only about $167,880 at 4% or $111,920 at 6%; with 50% employer match about $111,920 at 4% or $74,613 at 6%; with 100% employer match about $83,940 at 4% or $55,960 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-82$7,449,896$550,647$6,715iApproximate average salary by contribution assumption: employee only about $167,880 at 4% or $111,920 at 6%; with 50% employer match about $111,920 at 4% or $74,613 at 6%; with 100% employer match about $83,940 at 4% or $55,960 at 6%.
2015184$6,667,151$514,751$6,128iApproximate average salary by contribution assumption: employee only about $153,200 at 4% or $102,133 at 6%; with 50% employer match about $102,133 at 4% or $68,089 at 6%; with 100% employer match about $76,600 at 4% or $51,067 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-84$6,667,151$514,751$6,128iApproximate average salary by contribution assumption: employee only about $153,200 at 4% or $102,133 at 6%; with 50% employer match about $102,133 at 4% or $68,089 at 6%; with 100% employer match about $76,600 at 4% or $51,067 at 6%.
2014180$6,405,629$540,702$6,759iApproximate average salary by contribution assumption: employee only about $168,969 at 4% or $112,646 at 6%; with 50% employer match about $112,646 at 4% or $75,098 at 6%; with 100% employer match about $84,485 at 4% or $56,323 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-80$6,405,629$540,702$6,759iApproximate average salary by contribution assumption: employee only about $168,969 at 4% or $112,646 at 6%; with 50% employer match about $112,646 at 4% or $75,098 at 6%; with 100% employer match about $84,485 at 4% or $56,323 at 6%.
2013178$5,936,220$457,561$5,866iApproximate average salary by contribution assumption: employee only about $146,654 at 4% or $97,769 at 6%; with 50% employer match about $97,769 at 4% or $65,180 at 6%; with 100% employer match about $73,327 at 4% or $48,885 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-78$5,936,220$457,561$5,866iApproximate average salary by contribution assumption: employee only about $146,654 at 4% or $97,769 at 6%; with 50% employer match about $97,769 at 4% or $65,180 at 6%; with 100% employer match about $73,327 at 4% or $48,885 at 6%.
2012174$5,041,034$459,846$6,214iApproximate average salary by contribution assumption: employee only about $155,353 at 4% or $103,569 at 6%; with 50% employer match about $103,569 at 4% or $69,046 at 6%; with 100% employer match about $77,677 at 4% or $51,784 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-74$5,041,034$459,846$6,214iApproximate average salary by contribution assumption: employee only about $155,353 at 4% or $103,569 at 6%; with 50% employer match about $103,569 at 4% or $69,046 at 6%; with 100% employer match about $77,677 at 4% or $51,784 at 6%.
2011169$4,137,641$390,177$5,655iApproximate average salary by contribution assumption: employee only about $141,368 at 4% or $94,246 at 6%; with 50% employer match about $94,246 at 4% or $62,830 at 6%; with 100% employer match about $70,684 at 4% or $47,123 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-69$4,137,641$390,177$5,655iApproximate average salary by contribution assumption: employee only about $141,368 at 4% or $94,246 at 6%; with 50% employer match about $94,246 at 4% or $62,830 at 6%; with 100% employer match about $70,684 at 4% or $47,123 at 6%.
2010170$4,101,026$443,599$6,337iApproximate average salary by contribution assumption: employee only about $158,428 at 4% or $105,619 at 6%; with 50% employer match about $105,619 at 4% or $70,413 at 6%; with 100% employer match about $79,214 at 4% or $52,809 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-70$4,101,026$443,599$6,337iApproximate average salary by contribution assumption: employee only about $158,428 at 4% or $105,619 at 6%; with 50% employer match about $105,619 at 4% or $70,413 at 6%; with 100% employer match about $79,214 at 4% or $52,809 at 6%.
2009170$3,270,206$354,615$5,066iApproximate average salary by contribution assumption: employee only about $126,648 at 4% or $84,432 at 6%; with 50% employer match about $84,432 at 4% or $56,288 at 6%; with 100% employer match about $63,324 at 4% or $42,216 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-70$3,270,206$354,615$5,066iApproximate average salary by contribution assumption: employee only about $126,648 at 4% or $84,432 at 6%; with 50% employer match about $84,432 at 4% or $56,288 at 6%; with 100% employer match about $63,324 at 4% or $42,216 at 6%.
2008147$2,494,729$440,803$9,379iApproximate average salary by contribution assumption: employee only about $234,470 at 4% or $156,313 at 6%; with 50% employer match about $156,313 at 4% or $104,209 at 6%; with 100% employer match about $117,235 at 4% or $78,157 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-47$2,494,729$440,803$9,379iApproximate average salary by contribution assumption: employee only about $234,470 at 4% or $156,313 at 6%; with 50% employer match about $156,313 at 4% or $104,209 at 6%; with 100% employer match about $117,235 at 4% or $78,157 at 6%.
2007145$0$0-
Employees Retirement Plan for Gregory, Sharer & Stuart-45---
2006143$2,755,828$345,777$8,041iApproximate average salary by contribution assumption: employee only about $201,033 at 4% or $134,022 at 6%; with 50% employer match about $134,022 at 4% or $89,348 at 6%; with 100% employer match about $100,517 at 4% or $67,011 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-43$2,755,828$345,777$8,041iApproximate average salary by contribution assumption: employee only about $201,033 at 4% or $134,022 at 6%; with 50% employer match about $134,022 at 4% or $89,348 at 6%; with 100% employer match about $100,517 at 4% or $67,011 at 6%.
2005146$2,303,651$333,045$7,240iApproximate average salary by contribution assumption: employee only about $181,003 at 4% or $120,668 at 6%; with 50% employer match about $120,668 at 4% or $80,446 at 6%; with 100% employer match about $90,501 at 4% or $60,334 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-46$2,303,651$333,045$7,240iApproximate average salary by contribution assumption: employee only about $181,003 at 4% or $120,668 at 6%; with 50% employer match about $120,668 at 4% or $80,446 at 6%; with 100% employer match about $90,501 at 4% or $60,334 at 6%.
2004144$1,939,186$284,151$6,458iApproximate average salary by contribution assumption: employee only about $161,449 at 4% or $107,633 at 6%; with 50% employer match about $107,633 at 4% or $71,755 at 6%; with 100% employer match about $80,725 at 4% or $53,816 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-44$1,939,186$284,151$6,458iApproximate average salary by contribution assumption: employee only about $161,449 at 4% or $107,633 at 6%; with 50% employer match about $107,633 at 4% or $71,755 at 6%; with 100% employer match about $80,725 at 4% or $53,816 at 6%.
2003138$1,661,767$268,796$7,074iApproximate average salary by contribution assumption: employee only about $176,839 at 4% or $117,893 at 6%; with 50% employer match about $117,893 at 4% or $78,595 at 6%; with 100% employer match about $88,420 at 4% or $58,946 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-38$1,661,767$268,796$7,074iApproximate average salary by contribution assumption: employee only about $176,839 at 4% or $117,893 at 6%; with 50% employer match about $117,893 at 4% or $78,595 at 6%; with 100% employer match about $88,420 at 4% or $58,946 at 6%.
2002142$1,204,112$265,531$6,322iApproximate average salary by contribution assumption: employee only about $158,054 at 4% or $105,369 at 6%; with 50% employer match about $105,369 at 4% or $70,246 at 6%; with 100% employer match about $79,027 at 4% or $52,685 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-42$1,204,112$265,531$6,322iApproximate average salary by contribution assumption: employee only about $158,054 at 4% or $105,369 at 6%; with 50% employer match about $105,369 at 4% or $70,246 at 6%; with 100% employer match about $79,027 at 4% or $52,685 at 6%.
2001145$1,999,724$250,238$5,561iApproximate average salary by contribution assumption: employee only about $139,021 at 4% or $92,681 at 6%; with 50% employer match about $92,681 at 4% or $61,787 at 6%; with 100% employer match about $69,511 at 4% or $46,340 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-45$1,999,724$250,238$5,561iApproximate average salary by contribution assumption: employee only about $139,021 at 4% or $92,681 at 6%; with 50% employer match about $92,681 at 4% or $61,787 at 6%; with 100% employer match about $69,511 at 4% or $46,340 at 6%.
2000137$2,050,976$227,637$6,152iApproximate average salary by contribution assumption: employee only about $153,809 at 4% or $102,539 at 6%; with 50% employer match about $102,539 at 4% or $68,359 at 6%; with 100% employer match about $76,904 at 4% or $51,270 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-37$2,050,976$227,637$6,152iApproximate average salary by contribution assumption: employee only about $153,809 at 4% or $102,539 at 6%; with 50% employer match about $102,539 at 4% or $68,359 at 6%; with 100% employer match about $76,904 at 4% or $51,270 at 6%.
1999130$1,918,928$198,168$6,606iApproximate average salary by contribution assumption: employee only about $165,140 at 4% or $110,093 at 6%; with 50% employer match about $110,093 at 4% or $73,396 at 6%; with 100% employer match about $82,570 at 4% or $55,047 at 6%.
Employees Retirement Plan for Gregory, Sharer & Stuart-30$1,918,928$198,168$6,606iApproximate average salary by contribution assumption: employee only about $165,140 at 4% or $110,093 at 6%; with 50% employer match about $110,093 at 4% or $73,396 at 6%; with 100% employer match about $82,570 at 4% or $55,047 at 6%.