Bruce D. Shephard, M.D., P.A.
Plan context: Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust
EIN 59-3226151 • Tampa, FL • 18 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
4
2016 Assets
$824,385
2016 Contributions
$47,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2015 | 1 | 4 | $824,385 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 4 | $824,385 | - | - |
| 2014 | 1 | 4 | $829,749 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 4 | $829,749 | $0 | - |
| 2013 | 1 | 5 | $781,432 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 5 | $781,432 | $0 | - |
| 2012 | 1 | 5 | $708,008 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 5 | $708,008 | $0 | - |
| 2011 | 1 | 5 | $692,563 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 5 | $692,563 | $0 | - |
| 2010 | 1 | 5 | $639,151 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 5 | $639,151 | $0 | - |
| 2009 | 1 | 5 | $585,090 | $47,000 | $9,400iApproximate average salary by contribution assumption: employee only about $235,000 at 4% or $156,667 at 6%; with 50% employer match about $156,667 at 4% or $104,444 at 6%; with 100% employer match about $117,500 at 4% or $78,333 at 6%. |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 5 | $585,090 | $47,000 | $9,400iApproximate average salary by contribution assumption: employee only about $235,000 at 4% or $156,667 at 6%; with 50% employer match about $156,667 at 4% or $104,444 at 6%; with 100% employer match about $117,500 at 4% or $78,333 at 6%. |
| 2008 | 1 | 4 | $498,014 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 4 | $498,014 | - | - |
| 2007 | 1 | 5 | $544,815 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 5 | $544,815 | - | - |
| 2006 | 1 | 4 | $525,737 | $54,891 | $13,723iApproximate average salary by contribution assumption: employee only about $343,069 at 4% or $228,713 at 6%; with 50% employer match about $228,713 at 4% or $152,475 at 6%; with 100% employer match about $171,534 at 4% or $114,356 at 6%. |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 4 | $525,737 | $54,891 | $13,723iApproximate average salary by contribution assumption: employee only about $343,069 at 4% or $228,713 at 6%; with 50% employer match about $228,713 at 4% or $152,475 at 6%; with 100% employer match about $171,534 at 4% or $114,356 at 6%. |
| 2005 | 1 | 4 | $433,540 | $61,000 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 4 | $433,540 | $61,000 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |
| 2004 | 1 | 5 | $364,098 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 5 | $364,098 | $50,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2003 | 1 | 5 | $294,051 | $35,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 5 | $294,051 | $35,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| 2002 | 1 | 3 | $232,060 | $37,191 | $12,397iApproximate average salary by contribution assumption: employee only about $309,925 at 4% or $206,617 at 6%; with 50% employer match about $206,617 at 4% or $137,744 at 6%; with 100% employer match about $154,963 at 4% or $103,308 at 6%. |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 3 | $232,060 | $37,191 | $12,397iApproximate average salary by contribution assumption: employee only about $309,925 at 4% or $206,617 at 6%; with 50% employer match about $206,617 at 4% or $137,744 at 6%; with 100% employer match about $154,963 at 4% or $103,308 at 6%. |
| 2001 | 1 | 3 | $248,346 | $34,498 | $11,499iApproximate average salary by contribution assumption: employee only about $287,483 at 4% or $191,656 at 6%; with 50% employer match about $191,656 at 4% or $127,770 at 6%; with 100% employer match about $143,742 at 4% or $95,828 at 6%. |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 3 | $248,346 | $34,498 | $11,499iApproximate average salary by contribution assumption: employee only about $287,483 at 4% or $191,656 at 6%; with 50% employer match about $191,656 at 4% or $127,770 at 6%; with 100% employer match about $143,742 at 4% or $95,828 at 6%. |
| 2000 | 1 | 5 | $0 | $0 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 5 | - | - | - |
| 1999 | 1 | 0 | $249,440 | $30,525 | - |
| Bruce D. Shephard, M.D., P.A. Profit Sharing Plan & Trust | - | 0 | $249,440 | $30,525 | - |