Civic Intelligence

Roderick K. Shaw, III, D.M.D., P.A.

Plan context: St. Teresa 401K Retirement Plan & Trust

EIN 59-3448775 • Madison, FL • 18 filings • 1 plans

255 N.e. Duval AveMadison, FL 32340
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,125,287

2024 Contributions

$21,665

Historical Graphs

Total Assets Over Time

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

$1,125,287$562,644$0200920172024YearValue
$1,125,287Latest year 2024

Participants Over Time

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

630200720162024YearValue
5Latest 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
202415$1,125,287$21,665$4,333iApproximate average salary by contribution assumption: employee only about $108,325 at 4% or $72,217 at 6%; with 50% employer match about $72,217 at 4% or $48,144 at 6%; with 100% employer match about $54,163 at 4% or $36,108 at 6%.
St. Teresa 401K Retirement Plan & Trust-5$1,125,287$21,665$4,333iApproximate average salary by contribution assumption: employee only about $108,325 at 4% or $72,217 at 6%; with 50% employer match about $72,217 at 4% or $48,144 at 6%; with 100% employer match about $54,163 at 4% or $36,108 at 6%.
202315$1,086,478$20,258$4,052iApproximate average salary by contribution assumption: employee only about $101,290 at 4% or $67,527 at 6%; with 50% employer match about $67,527 at 4% or $45,018 at 6%; with 100% employer match about $50,645 at 4% or $33,763 at 6%.
St. Teresa 401K Retirement Plan & Trust-5$1,086,478$20,258$4,052iApproximate average salary by contribution assumption: employee only about $101,290 at 4% or $67,527 at 6%; with 50% employer match about $67,527 at 4% or $45,018 at 6%; with 100% employer match about $50,645 at 4% or $33,763 at 6%.
202215$938,940$22,103$4,421iApproximate average salary by contribution assumption: employee only about $110,515 at 4% or $73,677 at 6%; with 50% employer match about $73,677 at 4% or $49,118 at 6%; with 100% employer match about $55,258 at 4% or $36,838 at 6%.
St. Teresa 401K Retirement Plan & Trust-5$938,940$22,103$4,421iApproximate average salary by contribution assumption: employee only about $110,515 at 4% or $73,677 at 6%; with 50% employer match about $73,677 at 4% or $49,118 at 6%; with 100% employer match about $55,258 at 4% or $36,838 at 6%.
202114$1,037,035$24,622$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%.
St. Teresa 401K Retirement Plan & Trust-4$1,037,035$24,622$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%.
202014$930,155$20,911$5,228iApproximate average salary by contribution assumption: employee only about $130,694 at 4% or $87,129 at 6%; with 50% employer match about $87,129 at 4% or $58,086 at 6%; with 100% employer match about $65,347 at 4% or $43,565 at 6%.
St. Teresa 401K Retirement Plan & Trust-4$930,155$20,911$5,228iApproximate average salary by contribution assumption: employee only about $130,694 at 4% or $87,129 at 6%; with 50% employer match about $87,129 at 4% or $58,086 at 6%; with 100% employer match about $65,347 at 4% or $43,565 at 6%.
201915$877,702$11,934$2,387iApproximate average salary by contribution assumption: employee only about $59,670 at 4% or $39,780 at 6%; with 50% employer match about $39,780 at 4% or $26,520 at 6%; with 100% employer match about $29,835 at 4% or $19,890 at 6%.
St. Teresa 401K Retirement Plan & Trust-5$877,702$11,934$2,387iApproximate average salary by contribution assumption: employee only about $59,670 at 4% or $39,780 at 6%; with 50% employer match about $39,780 at 4% or $26,520 at 6%; with 100% employer match about $29,835 at 4% or $19,890 at 6%.
201815$774,115$24,458$4,892iApproximate average salary by contribution assumption: employee only about $122,290 at 4% or $81,527 at 6%; with 50% employer match about $81,527 at 4% or $54,351 at 6%; with 100% employer match about $61,145 at 4% or $40,763 at 6%.
St. Teresa 401K Retirement Plan & Trust-5$774,115$24,458$4,892iApproximate average salary by contribution assumption: employee only about $122,290 at 4% or $81,527 at 6%; with 50% employer match about $81,527 at 4% or $54,351 at 6%; with 100% employer match about $61,145 at 4% or $40,763 at 6%.
201715$799,483$60,401$12,080iApproximate average salary by contribution assumption: employee only about $302,005 at 4% or $201,337 at 6%; with 50% employer match about $201,337 at 4% or $134,224 at 6%; with 100% employer match about $151,003 at 4% or $100,668 at 6%.
St. Teresa 401K Retirement Plan & Trust-5$799,483$60,401$12,080iApproximate average salary by contribution assumption: employee only about $302,005 at 4% or $201,337 at 6%; with 50% employer match about $201,337 at 4% or $134,224 at 6%; with 100% employer match about $151,003 at 4% or $100,668 at 6%.
201616$694,935$57,637$9,606iApproximate average salary by contribution assumption: employee only about $240,154 at 4% or $160,103 at 6%; with 50% employer match about $160,103 at 4% or $106,735 at 6%; with 100% employer match about $120,077 at 4% or $80,051 at 6%.
St. Teresa 401K Retirement Plan & Trust-6$694,935$57,637$9,606iApproximate average salary by contribution assumption: employee only about $240,154 at 4% or $160,103 at 6%; with 50% employer match about $160,103 at 4% or $106,735 at 6%; with 100% employer match about $120,077 at 4% or $80,051 at 6%.
201516$614,338$54,084$9,014iApproximate average salary by contribution assumption: employee only about $225,350 at 4% or $150,233 at 6%; with 50% employer match about $150,233 at 4% or $100,156 at 6%; with 100% employer match about $112,675 at 4% or $75,117 at 6%.
St. Teresa 401K Retirement Plan & Trust-6$614,338$54,084$9,014iApproximate average salary by contribution assumption: employee only about $225,350 at 4% or $150,233 at 6%; with 50% employer match about $150,233 at 4% or $100,156 at 6%; with 100% employer match about $112,675 at 4% or $75,117 at 6%.
201413$588,656$61,525$20,508iApproximate average salary by contribution assumption: employee only about $512,708 at 4% or $341,806 at 6%; with 50% employer match about $341,806 at 4% or $227,870 at 6%; with 100% employer match about $256,354 at 4% or $170,903 at 6%.
St. Teresa 401K Retirement Plan & Trust-3$588,656$61,525$20,508iApproximate average salary by contribution assumption: employee only about $512,708 at 4% or $341,806 at 6%; with 50% employer match about $341,806 at 4% or $227,870 at 6%; with 100% employer match about $256,354 at 4% or $170,903 at 6%.
201313$521,496$39,449$13,150iApproximate average salary by contribution assumption: employee only about $328,742 at 4% or $219,161 at 6%; with 50% employer match about $219,161 at 4% or $146,107 at 6%; with 100% employer match about $164,371 at 4% or $109,581 at 6%.
St. Teresa 401K Retirement Plan & Trust-3$521,496$39,449$13,150iApproximate average salary by contribution assumption: employee only about $328,742 at 4% or $219,161 at 6%; with 50% employer match about $219,161 at 4% or $146,107 at 6%; with 100% employer match about $164,371 at 4% or $109,581 at 6%.
201214$465,095$46,724$11,681iApproximate average salary by contribution assumption: employee only about $292,025 at 4% or $194,683 at 6%; with 50% employer match about $194,683 at 4% or $129,789 at 6%; with 100% employer match about $146,013 at 4% or $97,342 at 6%.
St. Teresa 401K Retirement Plan & Trust-4$465,095$46,724$11,681iApproximate average salary by contribution assumption: employee only about $292,025 at 4% or $194,683 at 6%; with 50% employer match about $194,683 at 4% or $129,789 at 6%; with 100% employer match about $146,013 at 4% or $97,342 at 6%.
201115$391,176$47,203$9,441iApproximate average salary by contribution assumption: employee only about $236,015 at 4% or $157,343 at 6%; with 50% employer match about $157,343 at 4% or $104,896 at 6%; with 100% employer match about $118,008 at 4% or $78,672 at 6%.
St. Teresa 401K Retirement Plan & Trust-5$391,176$47,203$9,441iApproximate average salary by contribution assumption: employee only about $236,015 at 4% or $157,343 at 6%; with 50% employer match about $157,343 at 4% or $104,896 at 6%; with 100% employer match about $118,008 at 4% or $78,672 at 6%.
201014$350,343$49,534$12,384iApproximate average salary by contribution assumption: employee only about $309,588 at 4% or $206,392 at 6%; with 50% employer match about $206,392 at 4% or $137,594 at 6%; with 100% employer match about $154,794 at 4% or $103,196 at 6%.
St. Teresa 401K Retirement Plan & Trust-4$350,343$49,534$12,384iApproximate average salary by contribution assumption: employee only about $309,588 at 4% or $206,392 at 6%; with 50% employer match about $206,392 at 4% or $137,594 at 6%; with 100% employer match about $154,794 at 4% or $103,196 at 6%.
200914$284,220$62,978$15,745iApproximate average salary by contribution assumption: employee only about $393,613 at 4% or $262,408 at 6%; with 50% employer match about $262,408 at 4% or $174,939 at 6%; with 100% employer match about $196,806 at 4% or $131,204 at 6%.
St. Teresa 401K Retirement Plan & Trust-4$284,220$62,978$15,745iApproximate average salary by contribution assumption: employee only about $393,613 at 4% or $262,408 at 6%; with 50% employer match about $262,408 at 4% or $174,939 at 6%; with 100% employer match about $196,806 at 4% or $131,204 at 6%.
200814$0$0-
St. Teresa 401K Retirement Plan & Trust-4---
200715$0$0-
St. Teresa 401K Retirement Plan & Trust-5---