Civic Intelligence

Shelby J. Trail, D.M.D., P.A.

Plan context: Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust

EIN 65-0376386 • Jupiter, FL • 23 filings • 2 plans

1851 W Indiantown Rd Ste 203Jupiter, FL 33458-3954
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,649,151

2024 Contributions

$55,413

Historical Graphs

Total Assets Over Time

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

$1,711,284$855,642$0200220132023YearValue
$1,649,151Latest year 2023

Participants Over Time

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

740200220132023YearValue
4Latest year 2023

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
202410$0$0-
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-0$0$0-
202314$1,649,151$55,413$13,853iApproximate average salary by contribution assumption: employee only about $346,331 at 4% or $230,888 at 6%; with 50% employer match about $230,888 at 4% or $153,925 at 6%; with 100% employer match about $173,166 at 4% or $115,444 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-4$1,649,151$55,413$13,853iApproximate average salary by contribution assumption: employee only about $346,331 at 4% or $230,888 at 6%; with 50% employer match about $230,888 at 4% or $153,925 at 6%; with 100% employer match about $173,166 at 4% or $115,444 at 6%.
202214$1,449,096$54,944$13,736iApproximate average salary by contribution assumption: employee only about $343,400 at 4% or $228,933 at 6%; with 50% employer match about $228,933 at 4% or $152,622 at 6%; with 100% employer match about $171,700 at 4% or $114,467 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-4$1,449,096$54,944$13,736iApproximate average salary by contribution assumption: employee only about $343,400 at 4% or $228,933 at 6%; with 50% employer match about $228,933 at 4% or $152,622 at 6%; with 100% employer match about $171,700 at 4% or $114,467 at 6%.
202114$1,711,284$55,277$13,819iApproximate average salary by contribution assumption: employee only about $345,481 at 4% or $230,321 at 6%; with 50% employer match about $230,321 at 4% or $153,547 at 6%; with 100% employer match about $172,741 at 4% or $115,160 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-4$1,711,284$55,277$13,819iApproximate average salary by contribution assumption: employee only about $345,481 at 4% or $230,321 at 6%; with 50% employer match about $230,321 at 4% or $153,547 at 6%; with 100% employer match about $172,741 at 4% or $115,160 at 6%.
202014$1,439,696$51,113$12,778iApproximate average salary by contribution assumption: employee only about $319,456 at 4% or $212,971 at 6%; with 50% employer match about $212,971 at 4% or $141,981 at 6%; with 100% employer match about $159,728 at 4% or $106,485 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-4$1,439,696$51,113$12,778iApproximate average salary by contribution assumption: employee only about $319,456 at 4% or $212,971 at 6%; with 50% employer match about $212,971 at 4% or $141,981 at 6%; with 100% employer match about $159,728 at 4% or $106,485 at 6%.
201914$1,217,322$47,708$11,927iApproximate average salary by contribution assumption: employee only about $298,175 at 4% or $198,783 at 6%; with 50% employer match about $198,783 at 4% or $132,522 at 6%; with 100% employer match about $149,088 at 4% or $99,392 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-4$1,217,322$47,708$11,927iApproximate average salary by contribution assumption: employee only about $298,175 at 4% or $198,783 at 6%; with 50% employer match about $198,783 at 4% or $132,522 at 6%; with 100% employer match about $149,088 at 4% or $99,392 at 6%.
201813$953,110$42,150$14,050iApproximate average salary by contribution assumption: employee only about $351,250 at 4% or $234,167 at 6%; with 50% employer match about $234,167 at 4% or $156,111 at 6%; with 100% employer match about $175,625 at 4% or $117,083 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-3$953,110$42,150$14,050iApproximate average salary by contribution assumption: employee only about $351,250 at 4% or $234,167 at 6%; with 50% employer match about $234,167 at 4% or $156,111 at 6%; with 100% employer match about $175,625 at 4% or $117,083 at 6%.
201713$945,546$40,183$13,394iApproximate average salary by contribution assumption: employee only about $334,858 at 4% or $223,239 at 6%; with 50% employer match about $223,239 at 4% or $148,826 at 6%; with 100% employer match about $167,429 at 4% or $111,619 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-3$945,546$40,183$13,394iApproximate average salary by contribution assumption: employee only about $334,858 at 4% or $223,239 at 6%; with 50% employer match about $223,239 at 4% or $148,826 at 6%; with 100% employer match about $167,429 at 4% or $111,619 at 6%.
201613$744,404$32,065$10,688iApproximate average salary by contribution assumption: employee only about $267,208 at 4% or $178,139 at 6%; with 50% employer match about $178,139 at 4% or $118,759 at 6%; with 100% employer match about $133,604 at 4% or $89,069 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-3$744,404$32,065$10,688iApproximate average salary by contribution assumption: employee only about $267,208 at 4% or $178,139 at 6%; with 50% employer match about $178,139 at 4% or $118,759 at 6%; with 100% employer match about $133,604 at 4% or $89,069 at 6%.
201512$659,843$9,983$4,992iApproximate average salary by contribution assumption: employee only about $124,788 at 4% or $83,192 at 6%; with 50% employer match about $83,192 at 4% or $55,461 at 6%; with 100% employer match about $62,394 at 4% or $41,596 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-2$659,843$9,983$4,992iApproximate average salary by contribution assumption: employee only about $124,788 at 4% or $83,192 at 6%; with 50% employer match about $83,192 at 4% or $55,461 at 6%; with 100% employer match about $62,394 at 4% or $41,596 at 6%.
201414$1,386,549$15,300$3,825iApproximate average salary by contribution assumption: employee only about $95,625 at 4% or $63,750 at 6%; with 50% employer match about $63,750 at 4% or $42,500 at 6%; with 100% employer match about $47,813 at 4% or $31,875 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-4$1,386,549$15,300$3,825iApproximate average salary by contribution assumption: employee only about $95,625 at 4% or $63,750 at 6%; with 50% employer match about $63,750 at 4% or $42,500 at 6%; with 100% employer match about $47,813 at 4% or $31,875 at 6%.
201315$1,298,969$23,400$4,680iApproximate average salary by contribution assumption: employee only about $117,000 at 4% or $78,000 at 6%; with 50% employer match about $78,000 at 4% or $52,000 at 6%; with 100% employer match about $58,500 at 4% or $39,000 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-5$1,298,969$23,400$4,680iApproximate average salary by contribution assumption: employee only about $117,000 at 4% or $78,000 at 6%; with 50% employer match about $78,000 at 4% or $52,000 at 6%; with 100% employer match about $58,500 at 4% or $39,000 at 6%.
201215$1,053,549$21,158$4,232iApproximate average salary by contribution assumption: employee only about $105,790 at 4% or $70,527 at 6%; with 50% employer match about $70,527 at 4% or $47,018 at 6%; with 100% employer match about $52,895 at 4% or $35,263 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-5$1,053,549$21,158$4,232iApproximate average salary by contribution assumption: employee only about $105,790 at 4% or $70,527 at 6%; with 50% employer match about $70,527 at 4% or $47,018 at 6%; with 100% employer match about $52,895 at 4% or $35,263 at 6%.
201115$911,813$2,250$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-5$911,813$2,250$450iApproximate average salary by contribution assumption: employee only about $11,250 at 4% or $7,500 at 6%; with 50% employer match about $7,500 at 4% or $5,000 at 6%; with 100% employer match about $5,625 at 4% or $3,750 at 6%.
201015$1,008,224$18,104$3,621iApproximate average salary by contribution assumption: employee only about $90,520 at 4% or $60,347 at 6%; with 50% employer match about $60,347 at 4% or $40,231 at 6%; with 100% employer match about $45,260 at 4% or $30,173 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-5$1,008,224$18,104$3,621iApproximate average salary by contribution assumption: employee only about $90,520 at 4% or $60,347 at 6%; with 50% employer match about $60,347 at 4% or $40,231 at 6%; with 100% employer match about $45,260 at 4% or $30,173 at 6%.
200916$863,242$0-
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-6$863,242$0-
200816$698,357$43,896$7,316iApproximate average salary by contribution assumption: employee only about $182,900 at 4% or $121,933 at 6%; with 50% employer match about $121,933 at 4% or $81,289 at 6%; with 100% employer match about $91,450 at 4% or $60,967 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-6$698,357$43,896$7,316iApproximate average salary by contribution assumption: employee only about $182,900 at 4% or $121,933 at 6%; with 50% employer match about $121,933 at 4% or $81,289 at 6%; with 100% employer match about $91,450 at 4% or $60,967 at 6%.
200716$0$0-
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-6---
200614$835,367$71,820$17,955iApproximate average salary by contribution assumption: employee only about $448,875 at 4% or $299,250 at 6%; with 50% employer match about $299,250 at 4% or $199,500 at 6%; with 100% employer match about $224,438 at 4% or $149,625 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-4$835,367$71,820$17,955iApproximate average salary by contribution assumption: employee only about $448,875 at 4% or $299,250 at 6%; with 50% employer match about $299,250 at 4% or $199,500 at 6%; with 100% employer match about $224,438 at 4% or $149,625 at 6%.
200515$676,674$291,870$58,374iApproximate average salary by contribution assumption: employee only about $1,459,350 at 4% or $972,900 at 6%; with 50% employer match about $972,900 at 4% or $648,600 at 6%; with 100% employer match about $729,675 at 4% or $486,450 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-5$676,674$291,870$58,374iApproximate average salary by contribution assumption: employee only about $1,459,350 at 4% or $972,900 at 6%; with 50% employer match about $972,900 at 4% or $648,600 at 6%; with 100% employer match about $729,675 at 4% or $486,450 at 6%.
200413$332,612$62,128$20,709iApproximate average salary by contribution assumption: employee only about $517,733 at 4% or $345,156 at 6%; with 50% employer match about $345,156 at 4% or $230,104 at 6%; with 100% employer match about $258,867 at 4% or $172,578 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-3$332,612$62,128$20,709iApproximate average salary by contribution assumption: employee only about $517,733 at 4% or $345,156 at 6%; with 50% employer match about $345,156 at 4% or $230,104 at 6%; with 100% employer match about $258,867 at 4% or $172,578 at 6%.
200315$242,192$141,912$28,382iApproximate average salary by contribution assumption: employee only about $709,560 at 4% or $473,040 at 6%; with 50% employer match about $473,040 at 4% or $315,360 at 6%; with 100% employer match about $354,780 at 4% or $236,520 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-5$242,192$141,912$28,382iApproximate average salary by contribution assumption: employee only about $709,560 at 4% or $473,040 at 6%; with 50% employer match about $473,040 at 4% or $315,360 at 6%; with 100% employer match about $354,780 at 4% or $236,520 at 6%.
200217$66,236$66,236$9,462iApproximate average salary by contribution assumption: employee only about $236,557 at 4% or $157,705 at 6%; with 50% employer match about $157,705 at 4% or $105,137 at 6%; with 100% employer match about $118,279 at 4% or $78,852 at 6%.
Shelby J. Trail, D.M.D., P.A. Retirement Plan and Trust-7$66,236$66,236$9,462iApproximate average salary by contribution assumption: employee only about $236,557 at 4% or $157,705 at 6%; with 50% employer match about $157,705 at 4% or $105,137 at 6%; with 100% employer match about $118,279 at 4% or $78,852 at 6%.