Civic Intelligence

STEVEN B. SHULTZ

Plan context: Steven Shultz Money Purchase Plan

EIN 61-0965154 • LA Grange, KY • 23 filings • 2 plans

4704 Heron View PlaceLA Grange, KY 40031-0001
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$2,161,714

2021 Contributions

$75,066

Historical Graphs

Total Assets Over Time

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

$2,161,714$1,080,857$0199920112020YearValue
$2,161,714Latest year 2020

Participants Over Time

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

530199920102020YearValue
4Latest year 2020

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
202110$0$0-
Steven Shultz Money Purchase Plan-0$0$0-
202014$2,161,714$75,066$18,767iApproximate average salary by contribution assumption: employee only about $469,163 at 4% or $312,775 at 6%; with 50% employer match about $312,775 at 4% or $208,517 at 6%; with 100% employer match about $234,581 at 4% or $156,388 at 6%.
Steven Shultz Money Purchase Plan-4$2,161,714$75,066$18,767iApproximate average salary by contribution assumption: employee only about $469,163 at 4% or $312,775 at 6%; with 50% employer match about $312,775 at 4% or $208,517 at 6%; with 100% employer match about $234,581 at 4% or $156,388 at 6%.
201913$2,026,329$106,542$35,514iApproximate average salary by contribution assumption: employee only about $887,850 at 4% or $591,900 at 6%; with 50% employer match about $591,900 at 4% or $394,600 at 6%; with 100% employer match about $443,925 at 4% or $295,950 at 6%.
Steven Shultz Money Purchase Plan-3$2,026,329$106,542$35,514iApproximate average salary by contribution assumption: employee only about $887,850 at 4% or $591,900 at 6%; with 50% employer match about $591,900 at 4% or $394,600 at 6%; with 100% employer match about $443,925 at 4% or $295,950 at 6%.
201814$1,700,134$112,630$28,158iApproximate average salary by contribution assumption: employee only about $703,938 at 4% or $469,292 at 6%; with 50% employer match about $469,292 at 4% or $312,861 at 6%; with 100% employer match about $351,969 at 4% or $234,646 at 6%.
Steven Shultz Money Purchase Plan-4$1,700,134$112,630$28,158iApproximate average salary by contribution assumption: employee only about $703,938 at 4% or $469,292 at 6%; with 50% employer match about $469,292 at 4% or $312,861 at 6%; with 100% employer match about $351,969 at 4% or $234,646 at 6%.
201714$1,759,285$122,921$30,730iApproximate average salary by contribution assumption: employee only about $768,256 at 4% or $512,171 at 6%; with 50% employer match about $512,171 at 4% or $341,447 at 6%; with 100% employer match about $384,128 at 4% or $256,085 at 6%.
Steven Shultz Money Purchase Plan-4$1,759,285$122,921$30,730iApproximate average salary by contribution assumption: employee only about $768,256 at 4% or $512,171 at 6%; with 50% employer match about $512,171 at 4% or $341,447 at 6%; with 100% employer match about $384,128 at 4% or $256,085 at 6%.
201614$1,580,277$124,187$31,047iApproximate average salary by contribution assumption: employee only about $776,169 at 4% or $517,446 at 6%; with 50% employer match about $517,446 at 4% or $344,964 at 6%; with 100% employer match about $388,084 at 4% or $258,723 at 6%.
Steven Shultz Money Purchase Plan-4$1,580,277$124,187$31,047iApproximate average salary by contribution assumption: employee only about $776,169 at 4% or $517,446 at 6%; with 50% employer match about $517,446 at 4% or $344,964 at 6%; with 100% employer match about $388,084 at 4% or $258,723 at 6%.
201514$1,534,132$107,006$26,752iApproximate average salary by contribution assumption: employee only about $668,788 at 4% or $445,858 at 6%; with 50% employer match about $445,858 at 4% or $297,239 at 6%; with 100% employer match about $334,394 at 4% or $222,929 at 6%.
Steven Shultz Money Purchase Plan-4$1,534,132$107,006$26,752iApproximate average salary by contribution assumption: employee only about $668,788 at 4% or $445,858 at 6%; with 50% employer match about $445,858 at 4% or $297,239 at 6%; with 100% employer match about $334,394 at 4% or $222,929 at 6%.
201414$1,578,062$94,189$23,547iApproximate average salary by contribution assumption: employee only about $588,681 at 4% or $392,454 at 6%; with 50% employer match about $392,454 at 4% or $261,636 at 6%; with 100% employer match about $294,341 at 4% or $196,227 at 6%.
Steven Shultz Money Purchase Plan-4$1,578,062$94,189$23,547iApproximate average salary by contribution assumption: employee only about $588,681 at 4% or $392,454 at 6%; with 50% employer match about $392,454 at 4% or $261,636 at 6%; with 100% employer match about $294,341 at 4% or $196,227 at 6%.
201315$1,401,393$87,937$17,587iApproximate average salary by contribution assumption: employee only about $439,685 at 4% or $293,123 at 6%; with 50% employer match about $293,123 at 4% or $195,416 at 6%; with 100% employer match about $219,843 at 4% or $146,562 at 6%.
Steven Shultz Money Purchase Plan-5$1,401,393$87,937$17,587iApproximate average salary by contribution assumption: employee only about $439,685 at 4% or $293,123 at 6%; with 50% employer match about $293,123 at 4% or $195,416 at 6%; with 100% employer match about $219,843 at 4% or $146,562 at 6%.
201214$1,188,515$85,830$21,458iApproximate average salary by contribution assumption: employee only about $536,438 at 4% or $357,625 at 6%; with 50% employer match about $357,625 at 4% or $238,417 at 6%; with 100% employer match about $268,219 at 4% or $178,813 at 6%.
Steven Shultz Money Purchase Plan-4$1,188,515$85,830$21,458iApproximate average salary by contribution assumption: employee only about $536,438 at 4% or $357,625 at 6%; with 50% employer match about $357,625 at 4% or $238,417 at 6%; with 100% employer match about $268,219 at 4% or $178,813 at 6%.
201114$984,949$46,486$11,622iApproximate average salary by contribution assumption: employee only about $290,538 at 4% or $193,692 at 6%; with 50% employer match about $193,692 at 4% or $129,128 at 6%; with 100% employer match about $145,269 at 4% or $96,846 at 6%.
Steven Shultz Money Purchase Plan-4$984,949$46,486$11,622iApproximate average salary by contribution assumption: employee only about $290,538 at 4% or $193,692 at 6%; with 50% employer match about $193,692 at 4% or $129,128 at 6%; with 100% employer match about $145,269 at 4% or $96,846 at 6%.
201014$918,485$85,280$21,320iApproximate average salary by contribution assumption: employee only about $533,000 at 4% or $355,333 at 6%; with 50% employer match about $355,333 at 4% or $236,889 at 6%; with 100% employer match about $266,500 at 4% or $177,667 at 6%.
Steven Shultz Money Purchase Plan-4$918,485$85,280$21,320iApproximate average salary by contribution assumption: employee only about $533,000 at 4% or $355,333 at 6%; with 50% employer match about $355,333 at 4% or $236,889 at 6%; with 100% employer match about $266,500 at 4% or $177,667 at 6%.
200913$810,245$75,222$25,074iApproximate average salary by contribution assumption: employee only about $626,850 at 4% or $417,900 at 6%; with 50% employer match about $417,900 at 4% or $278,600 at 6%; with 100% employer match about $313,425 at 4% or $208,950 at 6%.
Steven Shultz Money Purchase Plan-3$810,245$75,222$25,074iApproximate average salary by contribution assumption: employee only about $626,850 at 4% or $417,900 at 6%; with 50% employer match about $417,900 at 4% or $278,600 at 6%; with 100% employer match about $313,425 at 4% or $208,950 at 6%.
200813$697,128$39,072$13,024iApproximate average salary by contribution assumption: employee only about $325,600 at 4% or $217,067 at 6%; with 50% employer match about $217,067 at 4% or $144,711 at 6%; with 100% employer match about $162,800 at 4% or $108,533 at 6%.
Steven Shultz Money Purchase Plan-3$697,128$39,072$13,024iApproximate average salary by contribution assumption: employee only about $325,600 at 4% or $217,067 at 6%; with 50% employer match about $217,067 at 4% or $144,711 at 6%; with 100% employer match about $162,800 at 4% or $108,533 at 6%.
200714$0$0-
Steven Shultz Money Purchase Plan-4---
200614$678,457$36,442$9,111iApproximate average salary by contribution assumption: employee only about $227,763 at 4% or $151,842 at 6%; with 50% employer match about $151,842 at 4% or $101,228 at 6%; with 100% employer match about $113,881 at 4% or $75,921 at 6%.
Steven Shultz Money Purchase Plan-4$678,457$36,442$9,111iApproximate average salary by contribution assumption: employee only about $227,763 at 4% or $151,842 at 6%; with 50% employer match about $151,842 at 4% or $101,228 at 6%; with 100% employer match about $113,881 at 4% or $75,921 at 6%.
200514$562,655$35,318$8,830iApproximate average salary by contribution assumption: employee only about $220,738 at 4% or $147,158 at 6%; with 50% employer match about $147,158 at 4% or $98,106 at 6%; with 100% employer match about $110,369 at 4% or $73,579 at 6%.
Steven Shultz Money Purchase Plan-4$562,655$35,318$8,830iApproximate average salary by contribution assumption: employee only about $220,738 at 4% or $147,158 at 6%; with 50% employer match about $147,158 at 4% or $98,106 at 6%; with 100% employer match about $110,369 at 4% or $73,579 at 6%.
200414$507,214$34,968$8,742iApproximate average salary by contribution assumption: employee only about $218,550 at 4% or $145,700 at 6%; with 50% employer match about $145,700 at 4% or $97,133 at 6%; with 100% employer match about $109,275 at 4% or $72,850 at 6%.
Steven Shultz Money Purchase Plan-4$507,214$34,968$8,742iApproximate average salary by contribution assumption: employee only about $218,550 at 4% or $145,700 at 6%; with 50% employer match about $145,700 at 4% or $97,133 at 6%; with 100% employer match about $109,275 at 4% or $72,850 at 6%.
200313$434,228$21,679$7,226iApproximate average salary by contribution assumption: employee only about $180,658 at 4% or $120,439 at 6%; with 50% employer match about $120,439 at 4% or $80,293 at 6%; with 100% employer match about $90,329 at 4% or $60,219 at 6%.
Steven Shultz Money Purchase Plan-3$434,228$21,679$7,226iApproximate average salary by contribution assumption: employee only about $180,658 at 4% or $120,439 at 6%; with 50% employer match about $120,439 at 4% or $80,293 at 6%; with 100% employer match about $90,329 at 4% or $60,219 at 6%.
200213$332,044$20,326$6,775iApproximate average salary by contribution assumption: employee only about $169,383 at 4% or $112,922 at 6%; with 50% employer match about $112,922 at 4% or $75,281 at 6%; with 100% employer match about $84,692 at 4% or $56,461 at 6%.
Steven Shultz Money Purchase Plan-3$332,044$20,326$6,775iApproximate average salary by contribution assumption: employee only about $169,383 at 4% or $112,922 at 6%; with 50% employer match about $112,922 at 4% or $75,281 at 6%; with 100% employer match about $84,692 at 4% or $56,461 at 6%.
200113$0$0-
Steven Shultz Money Purchase Plan-3---
200014$399,177$16,866$4,217iApproximate average salary by contribution assumption: employee only about $105,413 at 4% or $70,275 at 6%; with 50% employer match about $70,275 at 4% or $46,850 at 6%; with 100% employer match about $52,706 at 4% or $35,138 at 6%.
Steven Shultz Money Purchase Plan-4$399,177$16,866$4,217iApproximate average salary by contribution assumption: employee only about $105,413 at 4% or $70,275 at 6%; with 50% employer match about $70,275 at 4% or $46,850 at 6%; with 100% employer match about $52,706 at 4% or $35,138 at 6%.
199914$408,024$13,252$3,313iApproximate average salary by contribution assumption: employee only about $82,825 at 4% or $55,217 at 6%; with 50% employer match about $55,217 at 4% or $36,811 at 6%; with 100% employer match about $41,413 at 4% or $27,608 at 6%.
Steven Shultz Money Purchase Plan-4$408,024$13,252$3,313iApproximate average salary by contribution assumption: employee only about $82,825 at 4% or $55,217 at 6%; with 50% employer match about $55,217 at 4% or $36,811 at 6%; with 100% employer match about $41,413 at 4% or $27,608 at 6%.