Robert L. Shafer & Associates, P.A.
Plan context: Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust
EIN 59-3428113 • 43 filings • 8 plans
Current Snapshot
Latest Year
2020
2020 Participants
5
2020 Assets
$1,529,765
2020 Contributions
$30,000
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $0 | - |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 0 | - | - | - |
| 2019 | 2 | 5 | $1,529,765 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $1,529,765 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 0 | - | - | - |
| 2018 | 2 | 5 | $1,330,411 | $67,560 | $13,512iApproximate average salary by contribution assumption: employee only about $337,800 at 4% or $225,200 at 6%; with 50% employer match about $225,200 at 4% or $150,133 at 6%; with 100% employer match about $168,900 at 4% or $112,600 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $1,127,725 | $67,560 | $13,512iApproximate average salary by contribution assumption: employee only about $337,800 at 4% or $225,200 at 6%; with 50% employer match about $225,200 at 4% or $150,133 at 6%; with 100% employer match about $168,900 at 4% or $112,600 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $202,686 | - | - |
| 2017 | 2 | 6 | $1,271,506 | $67,001 | $11,167iApproximate average salary by contribution assumption: employee only about $279,171 at 4% or $186,114 at 6%; with 50% employer match about $186,114 at 4% or $124,076 at 6%; with 100% employer match about $139,585 at 4% or $93,057 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 6 | $1,067,129 | $67,001 | $11,167iApproximate average salary by contribution assumption: employee only about $279,171 at 4% or $186,114 at 6%; with 50% employer match about $186,114 at 4% or $124,076 at 6%; with 100% employer match about $139,585 at 4% or $93,057 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $204,377 | - | - |
| 2016 | 2 | 6 | $1,192,507 | $70,198 | $11,700iApproximate average salary by contribution assumption: employee only about $292,492 at 4% or $194,994 at 6%; with 50% employer match about $194,994 at 4% or $129,996 at 6%; with 100% employer match about $146,246 at 4% or $97,497 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 6 | $991,970 | $70,198 | $11,700iApproximate average salary by contribution assumption: employee only about $292,492 at 4% or $194,994 at 6%; with 50% employer match about $194,994 at 4% or $129,996 at 6%; with 100% employer match about $146,246 at 4% or $97,497 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $200,537 | - | - |
| 2015 | 2 | 5 | $1,103,178 | $70,036 | $14,007iApproximate average salary by contribution assumption: employee only about $350,180 at 4% or $233,453 at 6%; with 50% employer match about $233,453 at 4% or $155,636 at 6%; with 100% employer match about $175,090 at 4% or $116,727 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $908,341 | $70,036 | $14,007iApproximate average salary by contribution assumption: employee only about $350,180 at 4% or $233,453 at 6%; with 50% employer match about $233,453 at 4% or $155,636 at 6%; with 100% employer match about $175,090 at 4% or $116,727 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $194,837 | - | - |
| 2014 | 2 | 5 | $1,046,626 | $67,794 | $13,559iApproximate average salary by contribution assumption: employee only about $338,970 at 4% or $225,980 at 6%; with 50% employer match about $225,980 at 4% or $150,653 at 6%; with 100% employer match about $169,485 at 4% or $112,990 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $848,301 | $67,794 | $13,559iApproximate average salary by contribution assumption: employee only about $338,970 at 4% or $225,980 at 6%; with 50% employer match about $225,980 at 4% or $150,653 at 6%; with 100% employer match about $169,485 at 4% or $112,990 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $198,325 | - | - |
| 2013 | 2 | 4 | $971,879 | $62,145 | $15,536iApproximate average salary by contribution assumption: employee only about $388,406 at 4% or $258,938 at 6%; with 50% employer match about $258,938 at 4% or $172,625 at 6%; with 100% employer match about $194,203 at 4% or $129,469 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $779,921 | $62,145 | $15,536iApproximate average salary by contribution assumption: employee only about $388,406 at 4% or $258,938 at 6%; with 50% employer match about $258,938 at 4% or $172,625 at 6%; with 100% employer match about $194,203 at 4% or $129,469 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $191,958 | - | - |
| 2012 | 2 | 3 | $932,035 | $56,099 | $18,700iApproximate average salary by contribution assumption: employee only about $467,492 at 4% or $311,661 at 6%; with 50% employer match about $311,661 at 4% or $207,774 at 6%; with 100% employer match about $233,746 at 4% or $155,831 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 3 | $723,056 | $56,099 | $18,700iApproximate average salary by contribution assumption: employee only about $467,492 at 4% or $311,661 at 6%; with 50% employer match about $311,661 at 4% or $207,774 at 6%; with 100% employer match about $233,746 at 4% or $155,831 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $208,979 | - | - |
| 2011 | 2 | 5 | $878,544 | $60,805 | $12,161iApproximate average salary by contribution assumption: employee only about $304,025 at 4% or $202,683 at 6%; with 50% employer match about $202,683 at 4% or $135,122 at 6%; with 100% employer match about $152,013 at 4% or $101,342 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $676,932 | $60,805 | $12,161iApproximate average salary by contribution assumption: employee only about $304,025 at 4% or $202,683 at 6%; with 50% employer match about $202,683 at 4% or $135,122 at 6%; with 100% employer match about $152,013 at 4% or $101,342 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $201,612 | - | - |
| 2010 | 2 | 5 | $811,426 | $59,897 | $11,979iApproximate average salary by contribution assumption: employee only about $299,485 at 4% or $199,657 at 6%; with 50% employer match about $199,657 at 4% or $133,104 at 6%; with 100% employer match about $149,743 at 4% or $99,828 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 5 | $618,586 | $59,897 | $11,979iApproximate average salary by contribution assumption: employee only about $299,485 at 4% or $199,657 at 6%; with 50% employer match about $199,657 at 4% or $133,104 at 6%; with 100% employer match about $149,743 at 4% or $99,828 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $192,840 | - | - |
| 2009 | 2 | 4 | $741,099 | $56,117 | $14,029iApproximate average salary by contribution assumption: employee only about $350,731 at 4% or $233,821 at 6%; with 50% employer match about $233,821 at 4% or $155,881 at 6%; with 100% employer match about $175,366 at 4% or $116,910 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $554,242 | $56,117 | $14,029iApproximate average salary by contribution assumption: employee only about $350,731 at 4% or $233,821 at 6%; with 50% employer match about $233,821 at 4% or $155,881 at 6%; with 100% employer match about $175,366 at 4% or $116,910 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $186,857 | - | - |
| 2008 | 2 | 4 | $671,914 | $54,077 | $13,519iApproximate average salary by contribution assumption: employee only about $337,981 at 4% or $225,321 at 6%; with 50% employer match about $225,321 at 4% or $150,214 at 6%; with 100% employer match about $168,991 at 4% or $112,660 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $495,264 | $54,077 | $13,519iApproximate average salary by contribution assumption: employee only about $337,981 at 4% or $225,321 at 6%; with 50% employer match about $225,321 at 4% or $150,214 at 6%; with 100% employer match about $168,991 at 4% or $112,660 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $176,650 | - | - |
| 2007 | 2 | 4 | $646,410 | $51,288 | $12,822iApproximate average salary by contribution assumption: employee only about $320,550 at 4% or $213,700 at 6%; with 50% employer match about $213,700 at 4% or $142,467 at 6%; with 100% employer match about $160,275 at 4% or $106,850 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $462,341 | $51,288 | $12,822iApproximate average salary by contribution assumption: employee only about $320,550 at 4% or $213,700 at 6%; with 50% employer match about $213,700 at 4% or $142,467 at 6%; with 100% employer match about $160,275 at 4% or $106,850 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $184,069 | - | - |
| 2006 | 2 | 2 | $579,571 | $48,123 | $24,062iApproximate average salary by contribution assumption: employee only about $601,538 at 4% or $401,025 at 6%; with 50% employer match about $401,025 at 4% or $267,350 at 6%; with 100% employer match about $300,769 at 4% or $200,513 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 2 | $408,536 | $48,123 | $24,062iApproximate average salary by contribution assumption: employee only about $601,538 at 4% or $401,025 at 6%; with 50% employer match about $401,025 at 4% or $267,350 at 6%; with 100% employer match about $300,769 at 4% or $200,513 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $171,035 | - | - |
| 2005 | 2 | 2 | $489,296 | $43,071 | $21,536iApproximate average salary by contribution assumption: employee only about $538,388 at 4% or $358,925 at 6%; with 50% employer match about $358,925 at 4% or $239,283 at 6%; with 100% employer match about $269,194 at 4% or $179,463 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 2 | $330,390 | $43,071 | $21,536iApproximate average salary by contribution assumption: employee only about $538,388 at 4% or $358,925 at 6%; with 50% employer match about $358,925 at 4% or $239,283 at 6%; with 100% employer match about $269,194 at 4% or $179,463 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $158,906 | - | - |
| 2004 | 2 | 4 | $438,376 | $44,715 | $11,179iApproximate average salary by contribution assumption: employee only about $279,469 at 4% or $186,313 at 6%; with 50% employer match about $186,313 at 4% or $124,208 at 6%; with 100% employer match about $139,734 at 4% or $93,156 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 4 | $277,704 | $44,715 | $11,179iApproximate average salary by contribution assumption: employee only about $279,469 at 4% or $186,313 at 6%; with 50% employer match about $186,313 at 4% or $124,208 at 6%; with 100% employer match about $139,734 at 4% or $93,156 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $160,672 | - | - |
| 2003 | 2 | 3 | $0 | $0 | - |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | - | - | - |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 3 | - | - | - |
| 2002 | 2 | 2 | $308,800 | $50,084 | $25,042iApproximate average salary by contribution assumption: employee only about $626,050 at 4% or $417,367 at 6%; with 50% employer match about $417,367 at 4% or $278,244 at 6%; with 100% employer match about $313,025 at 4% or $208,683 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 2 | $162,560 | $25,158 | $12,579iApproximate average salary by contribution assumption: employee only about $314,475 at 4% or $209,650 at 6%; with 50% employer match about $209,650 at 4% or $139,767 at 6%; with 100% employer match about $157,238 at 4% or $104,825 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $146,240 | $24,926 | $12,463iApproximate average salary by contribution assumption: employee only about $311,575 at 4% or $207,717 at 6%; with 50% employer match about $207,717 at 4% or $138,478 at 6%; with 100% employer match about $155,788 at 4% or $103,858 at 6%. |
| 2001 | 2 | 4 | $0 | $0 | - |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 4 | - | - | - |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 4 | - | - | - |
| 2000 | 2 | 3 | $247,702 | $17,209 | $5,736iApproximate average salary by contribution assumption: employee only about $143,408 at 4% or $95,606 at 6%; with 50% employer match about $95,606 at 4% or $63,737 at 6%; with 100% employer match about $71,704 at 4% or $47,803 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 3 | $247,702 | $17,209 | $5,736iApproximate average salary by contribution assumption: employee only about $143,408 at 4% or $95,606 at 6%; with 50% employer match about $95,606 at 4% or $63,737 at 6%; with 100% employer match about $71,704 at 4% or $47,803 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 3 | - | - | - |
| 1999 | 2 | 2 | $415,236 | $36,530 | $18,265iApproximate average salary by contribution assumption: employee only about $456,625 at 4% or $304,417 at 6%; with 50% employer match about $304,417 at 4% or $202,944 at 6%; with 100% employer match about $228,313 at 4% or $152,208 at 6%. |
| Robert L. Shafer Associates, P.A. Profit Sharing Plan and Trust | - | 2 | $277,526 | $17,047 | $8,524iApproximate average salary by contribution assumption: employee only about $213,088 at 4% or $142,058 at 6%; with 50% employer match about $142,058 at 4% or $94,706 at 6%; with 100% employer match about $106,544 at 4% or $71,029 at 6%. |
| Robert L. Shafer, P.A. Money Purchase Pension Plan and Trust | - | 2 | $137,710 | $19,483 | $9,742iApproximate average salary by contribution assumption: employee only about $243,538 at 4% or $162,358 at 6%; with 50% employer match about $162,358 at 4% or $108,239 at 6%; with 100% employer match about $121,769 at 4% or $81,179 at 6%. |