Civic Intelligence

David D. Shelby

Plan context: David D. Shelby Self-Employed Retirement Plan

EIN 63-0827117 • 13 filings • 3 plans

Current Snapshot

Latest Year

2006

2006 Participants

1

2006 Assets

$223,547

2006 Contributions

$39,823

Historical Graphs

Total Assets Over Time

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

$1,138,802$569,401$0199920032005YearValue
$223,547Latest year 2005

Participants Over Time

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

630199920022005YearValue
1Latest year 2005

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
200610$0$0-
David D. Shelby Self-Employed Retirement Plan-0---
200511$223,547$0-
David D. Shelby Self-Employed Retirement Plan-1$223,547--
200412$516,259$0-
David D. Shelby Self-Employed Retirement Plan-2$516,259--
200324$707,142$0-
David D. Shelby Self-Employed Retirement Plan-4$707,142--
David D. Shelby Money Purchase Pension Plan-0---
200224$737,959$39,823$9,956iApproximate average salary by contribution assumption: employee only about $248,894 at 4% or $165,929 at 6%; with 50% employer match about $165,929 at 4% or $110,619 at 6%; with 100% employer match about $124,447 at 4% or $82,965 at 6%.
David D. Shelby Money Purchase Pension Plan-4$426,105$39,823$9,956iApproximate average salary by contribution assumption: employee only about $248,894 at 4% or $165,929 at 6%; with 50% employer match about $165,929 at 4% or $110,619 at 6%; with 100% employer match about $124,447 at 4% or $82,965 at 6%.
David D. Shelby Self-Employed Retirement Plan-4$311,854--
200124$0$0-
David D. Shelby Self-Employed Retirement Plan-4---
David D. Shelby Money Purchase Pension Plan-4---
200025$841,515$84,766$16,953iApproximate average salary by contribution assumption: employee only about $423,830 at 4% or $282,553 at 6%; with 50% employer match about $282,553 at 4% or $188,369 at 6%; with 100% employer match about $211,915 at 4% or $141,277 at 6%.
David D. Shelby Money Purchase Pension Plan-5$462,417$44,383$8,877iApproximate average salary by contribution assumption: employee only about $221,915 at 4% or $147,943 at 6%; with 50% employer match about $147,943 at 4% or $98,629 at 6%; with 100% employer match about $110,958 at 4% or $73,972 at 6%.
David D. Shelby Self-Employed Retirement Plan-5$379,098$40,383$8,077iApproximate average salary by contribution assumption: employee only about $201,915 at 4% or $134,610 at 6%; with 50% employer match about $134,610 at 4% or $89,740 at 6%; with 100% employer match about $100,958 at 4% or $67,305 at 6%.
199926$1,138,802$72,614$12,102iApproximate average salary by contribution assumption: employee only about $302,558 at 4% or $201,706 at 6%; with 50% employer match about $201,706 at 4% or $134,470 at 6%; with 100% employer match about $151,279 at 4% or $100,853 at 6%.
David D. Shelby Self-Employed Retirement Plan-6$593,057$36,307$6,051iApproximate average salary by contribution assumption: employee only about $151,279 at 4% or $100,853 at 6%; with 50% employer match about $100,853 at 4% or $67,235 at 6%; with 100% employer match about $75,640 at 4% or $50,426 at 6%.
David D. Shelby Money Purchase Pension Plan-6$545,745$36,307$6,051iApproximate average salary by contribution assumption: employee only about $151,279 at 4% or $100,853 at 6%; with 50% employer match about $100,853 at 4% or $67,235 at 6%; with 100% employer match about $75,640 at 4% or $50,426 at 6%.