Civic Intelligence

Shorstein & Shorstein, P.A.

Plan context: Shorstein & Shorstein, Pa 401K Plan

EIN 59-2701990 • Jacksonville, FL • 26 filings • 2 plans

8265 Bayberry RoadJacksonville, FL 32256-7432
Current Snapshot

Latest Year

2025

2025 Participants

33

2025 Assets

$12,240,880

2025 Contributions

$321,232

Historical Graphs

Total Assets Over Time

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

$12,240,880$6,120,440$0200320152025YearValue
$12,240,880Latest year 2025

Participants Over Time

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

35180200020132025YearValue
33Latest year 2025

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
2025133$12,240,880$321,232$9,734iApproximate average salary by contribution assumption: employee only about $243,358 at 4% or $162,238 at 6%; with 50% employer match about $162,238 at 4% or $108,159 at 6%; with 100% employer match about $121,679 at 4% or $81,119 at 6%.
Shorstein & Shorstein, Pa 401K Plan-33$12,240,880$321,232$9,734iApproximate average salary by contribution assumption: employee only about $243,358 at 4% or $162,238 at 6%; with 50% employer match about $162,238 at 4% or $108,159 at 6%; with 100% employer match about $121,679 at 4% or $81,119 at 6%.
2024133$10,822,353$347,392$10,527iApproximate average salary by contribution assumption: employee only about $263,176 at 4% or $175,451 at 6%; with 50% employer match about $175,451 at 4% or $116,967 at 6%; with 100% employer match about $131,588 at 4% or $87,725 at 6%.
Shorstein & Shorstein, Pa 401K Plan-33$10,822,353$347,392$10,527iApproximate average salary by contribution assumption: employee only about $263,176 at 4% or $175,451 at 6%; with 50% employer match about $175,451 at 4% or $116,967 at 6%; with 100% employer match about $131,588 at 4% or $87,725 at 6%.
2023135$9,104,895$321,383$9,182iApproximate average salary by contribution assumption: employee only about $229,559 at 4% or $153,040 at 6%; with 50% employer match about $153,040 at 4% or $102,026 at 6%; with 100% employer match about $114,780 at 4% or $76,520 at 6%.
Shorstein & Shorstein, Pa 401K Plan-35$9,104,895$321,383$9,182iApproximate average salary by contribution assumption: employee only about $229,559 at 4% or $153,040 at 6%; with 50% employer match about $153,040 at 4% or $102,026 at 6%; with 100% employer match about $114,780 at 4% or $76,520 at 6%.
2022134$7,260,505$282,448$8,307iApproximate average salary by contribution assumption: employee only about $207,682 at 4% or $138,455 at 6%; with 50% employer match about $138,455 at 4% or $92,303 at 6%; with 100% employer match about $103,841 at 4% or $69,227 at 6%.
Shorstein & Shorstein, Pa 401K Plan-34$7,260,505$282,448$8,307iApproximate average salary by contribution assumption: employee only about $207,682 at 4% or $138,455 at 6%; with 50% employer match about $138,455 at 4% or $92,303 at 6%; with 100% employer match about $103,841 at 4% or $69,227 at 6%.
2021133$8,576,839$262,118$7,943iApproximate average salary by contribution assumption: employee only about $198,574 at 4% or $132,383 at 6%; with 50% employer match about $132,383 at 4% or $88,255 at 6%; with 100% employer match about $99,287 at 4% or $66,191 at 6%.
Shorstein & Shorstein, Pa 401K Plan-33$8,576,839$262,118$7,943iApproximate average salary by contribution assumption: employee only about $198,574 at 4% or $132,383 at 6%; with 50% employer match about $132,383 at 4% or $88,255 at 6%; with 100% employer match about $99,287 at 4% or $66,191 at 6%.
2020128$6,990,232$186,024$6,644iApproximate average salary by contribution assumption: employee only about $166,093 at 4% or $110,729 at 6%; with 50% employer match about $110,729 at 4% or $73,819 at 6%; with 100% employer match about $83,046 at 4% or $55,364 at 6%.
Shorstein & Shorstein, Pa 401K Plan-28$6,990,232$186,024$6,644iApproximate average salary by contribution assumption: employee only about $166,093 at 4% or $110,729 at 6%; with 50% employer match about $110,729 at 4% or $73,819 at 6%; with 100% employer match about $83,046 at 4% or $55,364 at 6%.
2019126$5,651,911$225,089$8,657iApproximate average salary by contribution assumption: employee only about $216,432 at 4% or $144,288 at 6%; with 50% employer match about $144,288 at 4% or $96,192 at 6%; with 100% employer match about $108,216 at 4% or $72,144 at 6%.
Shorstein & Shorstein, Pa 401K Plan-26$5,651,911$225,089$8,657iApproximate average salary by contribution assumption: employee only about $216,432 at 4% or $144,288 at 6%; with 50% employer match about $144,288 at 4% or $96,192 at 6%; with 100% employer match about $108,216 at 4% or $72,144 at 6%.
2018126$5,824,229$257,861$9,918iApproximate average salary by contribution assumption: employee only about $247,943 at 4% or $165,296 at 6%; with 50% employer match about $165,296 at 4% or $110,197 at 6%; with 100% employer match about $123,972 at 4% or $82,648 at 6%.
Shorstein & Shorstein, Pa 401K Plan-26$5,824,229$257,861$9,918iApproximate average salary by contribution assumption: employee only about $247,943 at 4% or $165,296 at 6%; with 50% employer match about $165,296 at 4% or $110,197 at 6%; with 100% employer match about $123,972 at 4% or $82,648 at 6%.
2017126$5,495,297$260,294$10,011iApproximate average salary by contribution assumption: employee only about $250,283 at 4% or $166,855 at 6%; with 50% employer match about $166,855 at 4% or $111,237 at 6%; with 100% employer match about $125,141 at 4% or $83,428 at 6%.
Shorstein & Shorstein, Pa 401K Plan-26$5,495,297$260,294$10,011iApproximate average salary by contribution assumption: employee only about $250,283 at 4% or $166,855 at 6%; with 50% employer match about $166,855 at 4% or $111,237 at 6%; with 100% employer match about $125,141 at 4% or $83,428 at 6%.
2016126$4,647,265$242,427$9,324iApproximate average salary by contribution assumption: employee only about $233,103 at 4% or $155,402 at 6%; with 50% employer match about $155,402 at 4% or $103,601 at 6%; with 100% employer match about $116,551 at 4% or $77,701 at 6%.
Shorstein & Shorstein, Pa 401K Plan-26$4,647,265$242,427$9,324iApproximate average salary by contribution assumption: employee only about $233,103 at 4% or $155,402 at 6%; with 50% employer match about $155,402 at 4% or $103,601 at 6%; with 100% employer match about $116,551 at 4% or $77,701 at 6%.
2015125$3,849,464$243,282$9,731iApproximate average salary by contribution assumption: employee only about $243,282 at 4% or $162,188 at 6%; with 50% employer match about $162,188 at 4% or $108,125 at 6%; with 100% employer match about $121,641 at 4% or $81,094 at 6%.
Shorstein & Shorstein, Pa 401K Plan-25$3,849,464$243,282$9,731iApproximate average salary by contribution assumption: employee only about $243,282 at 4% or $162,188 at 6%; with 50% employer match about $162,188 at 4% or $108,125 at 6%; with 100% employer match about $121,641 at 4% or $81,094 at 6%.
2014122$3,725,984$209,122$9,506iApproximate average salary by contribution assumption: employee only about $237,639 at 4% or $158,426 at 6%; with 50% employer match about $158,426 at 4% or $105,617 at 6%; with 100% employer match about $118,819 at 4% or $79,213 at 6%.
Shorstein & Shorstein, Pa 401K Plan-22$3,725,984$209,122$9,506iApproximate average salary by contribution assumption: employee only about $237,639 at 4% or $158,426 at 6%; with 50% employer match about $158,426 at 4% or $105,617 at 6%; with 100% employer match about $118,819 at 4% or $79,213 at 6%.
2013122$3,171,870$230,276$10,467iApproximate average salary by contribution assumption: employee only about $261,677 at 4% or $174,452 at 6%; with 50% employer match about $174,452 at 4% or $116,301 at 6%; with 100% employer match about $130,839 at 4% or $87,226 at 6%.
Shorstein & Shorstein, Pa 401K Plan-22$3,171,870$230,276$10,467iApproximate average salary by contribution assumption: employee only about $261,677 at 4% or $174,452 at 6%; with 50% employer match about $174,452 at 4% or $116,301 at 6%; with 100% employer match about $130,839 at 4% or $87,226 at 6%.
2012121$2,539,287$201,612$9,601iApproximate average salary by contribution assumption: employee only about $240,014 at 4% or $160,010 at 6%; with 50% employer match about $160,010 at 4% or $106,673 at 6%; with 100% employer match about $120,007 at 4% or $80,005 at 6%.
Shorstein & Shorstein, Pa 401K Plan-21$2,539,287$201,612$9,601iApproximate average salary by contribution assumption: employee only about $240,014 at 4% or $160,010 at 6%; with 50% employer match about $160,010 at 4% or $106,673 at 6%; with 100% employer match about $120,007 at 4% or $80,005 at 6%.
2011122$2,423,857$193,425$8,792iApproximate average salary by contribution assumption: employee only about $219,801 at 4% or $146,534 at 6%; with 50% employer match about $146,534 at 4% or $97,689 at 6%; with 100% employer match about $109,901 at 4% or $73,267 at 6%.
Shorstein & Shorstein, Pa 401K Plan-22$2,423,857$193,425$8,792iApproximate average salary by contribution assumption: employee only about $219,801 at 4% or $146,534 at 6%; with 50% employer match about $146,534 at 4% or $97,689 at 6%; with 100% employer match about $109,901 at 4% or $73,267 at 6%.
2010123$2,225,040$177,203$7,704iApproximate average salary by contribution assumption: employee only about $192,612 at 4% or $128,408 at 6%; with 50% employer match about $128,408 at 4% or $85,605 at 6%; with 100% employer match about $96,306 at 4% or $64,204 at 6%.
Shorstein & Shorstein, Pa 401K Plan-23$2,225,040$177,203$7,704iApproximate average salary by contribution assumption: employee only about $192,612 at 4% or $128,408 at 6%; with 50% employer match about $128,408 at 4% or $85,605 at 6%; with 100% employer match about $96,306 at 4% or $64,204 at 6%.
2009123$1,795,892$206,669$8,986iApproximate average salary by contribution assumption: employee only about $224,640 at 4% or $149,760 at 6%; with 50% employer match about $149,760 at 4% or $99,840 at 6%; with 100% employer match about $112,320 at 4% or $74,880 at 6%.
Shorstein & Shorstein, Pa 401K Plan-23$1,795,892$206,669$8,986iApproximate average salary by contribution assumption: employee only about $224,640 at 4% or $149,760 at 6%; with 50% employer match about $149,760 at 4% or $99,840 at 6%; with 100% employer match about $112,320 at 4% or $74,880 at 6%.
2008119$1,107,821$150,791$7,936iApproximate average salary by contribution assumption: employee only about $198,409 at 4% or $132,273 at 6%; with 50% employer match about $132,273 at 4% or $88,182 at 6%; with 100% employer match about $99,205 at 4% or $66,136 at 6%.
Shorstein & Shorstein, Pa 401K Plan-19$1,107,821$150,791$7,936iApproximate average salary by contribution assumption: employee only about $198,409 at 4% or $132,273 at 6%; with 50% employer match about $132,273 at 4% or $88,182 at 6%; with 100% employer match about $99,205 at 4% or $66,136 at 6%.
2007119$0$0-
Shorstein & Shorstein, Pa 401K Plan-19---
2006117$1,430,486$155,582$9,152iApproximate average salary by contribution assumption: employee only about $228,797 at 4% or $152,531 at 6%; with 50% employer match about $152,531 at 4% or $101,688 at 6%; with 100% employer match about $114,399 at 4% or $76,266 at 6%.
Shorstein & Shorstein, Pa 401K Plan-17$1,430,486$155,582$9,152iApproximate average salary by contribution assumption: employee only about $228,797 at 4% or $152,531 at 6%; with 50% employer match about $152,531 at 4% or $101,688 at 6%; with 100% employer match about $114,399 at 4% or $76,266 at 6%.
2005118$1,171,420$144,619$8,034iApproximate average salary by contribution assumption: employee only about $200,860 at 4% or $133,906 at 6%; with 50% employer match about $133,906 at 4% or $89,271 at 6%; with 100% employer match about $100,430 at 4% or $66,953 at 6%.
Shorstein & Shorstein, Pa 401K Plan-18$1,171,420$144,619$8,034iApproximate average salary by contribution assumption: employee only about $200,860 at 4% or $133,906 at 6%; with 50% employer match about $133,906 at 4% or $89,271 at 6%; with 100% employer match about $100,430 at 4% or $66,953 at 6%.
2004118$891,961$142,184$7,899iApproximate average salary by contribution assumption: employee only about $197,478 at 4% or $131,652 at 6%; with 50% employer match about $131,652 at 4% or $87,768 at 6%; with 100% employer match about $98,739 at 4% or $65,826 at 6%.
Shorstein & Shorstein, Pa 401K Plan-18$891,961$142,184$7,899iApproximate average salary by contribution assumption: employee only about $197,478 at 4% or $131,652 at 6%; with 50% employer match about $131,652 at 4% or $87,768 at 6%; with 100% employer match about $98,739 at 4% or $65,826 at 6%.
2003116$716,711$111,535$6,971iApproximate average salary by contribution assumption: employee only about $174,273 at 4% or $116,182 at 6%; with 50% employer match about $116,182 at 4% or $77,455 at 6%; with 100% employer match about $87,137 at 4% or $58,091 at 6%.
Shorstein & Shorstein, Pa 401K Plan-16$716,711$111,535$6,971iApproximate average salary by contribution assumption: employee only about $174,273 at 4% or $116,182 at 6%; with 50% employer match about $116,182 at 4% or $77,455 at 6%; with 100% employer match about $87,137 at 4% or $58,091 at 6%.
2002117$0$0-
Shorstein & Shorstein, Pa 401K Plan-17---
2001116$0$0-
Shorstein & Shorstein, Pa 401K Plan-16---
2000116$0$0-
Shorstein & Shorstein, Pa 401K Plan-16---