Shulman Associates
Plan context: Shulman Associates 401(K) Profit Sharing Plan
EIN 65-0637279 • Miami, FL • 12 filings • 3 plans
Current Snapshot
Latest Year
2020
2020 Participants
9
2020 Assets
$429,940
2020 Contributions
$22,919
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 | 9 | $429,940 | $22,919 | $2,547iApproximate average salary by contribution assumption: employee only about $63,664 at 4% or $42,443 at 6%; with 50% employer match about $42,443 at 4% or $28,295 at 6%; with 100% employer match about $31,832 at 4% or $21,221 at 6%. |
| Shulman Associates 401(K) Profit Sharing Plan | - | 9 | $429,940 | $22,919 | $2,547iApproximate average salary by contribution assumption: employee only about $63,664 at 4% or $42,443 at 6%; with 50% employer match about $42,443 at 4% or $28,295 at 6%; with 100% employer match about $31,832 at 4% or $21,221 at 6%. |
| 2019 | 1 | 9 | $360,976 | $36,765 | $4,085iApproximate average salary by contribution assumption: employee only about $102,125 at 4% or $68,083 at 6%; with 50% employer match about $68,083 at 4% or $45,389 at 6%; with 100% employer match about $51,063 at 4% or $34,042 at 6%. |
| Shulman Associates 401(K) Profit Sharing Plan | - | 9 | $360,976 | $36,765 | $4,085iApproximate average salary by contribution assumption: employee only about $102,125 at 4% or $68,083 at 6%; with 50% employer match about $68,083 at 4% or $45,389 at 6%; with 100% employer match about $51,063 at 4% or $34,042 at 6%. |
| 2018 | 1 | 10 | $270,359 | $30,036 | $3,004iApproximate average salary by contribution assumption: employee only about $75,090 at 4% or $50,060 at 6%; with 50% employer match about $50,060 at 4% or $33,373 at 6%; with 100% employer match about $37,545 at 4% or $25,030 at 6%. |
| Shulman Associates 401(K) Profit Sharing Plan | - | 10 | $270,359 | $30,036 | $3,004iApproximate average salary by contribution assumption: employee only about $75,090 at 4% or $50,060 at 6%; with 50% employer match about $50,060 at 4% or $33,373 at 6%; with 100% employer match about $37,545 at 4% or $25,030 at 6%. |
| 2017 | 1 | 12 | $292,533 | $34,450 | $2,871iApproximate average salary by contribution assumption: employee only about $71,771 at 4% or $47,847 at 6%; with 50% employer match about $47,847 at 4% or $31,898 at 6%; with 100% employer match about $35,885 at 4% or $23,924 at 6%. |
| Shulman Associates 401(K) Profit Sharing Plan | - | 12 | $292,533 | $34,450 | $2,871iApproximate average salary by contribution assumption: employee only about $71,771 at 4% or $47,847 at 6%; with 50% employer match about $47,847 at 4% or $31,898 at 6%; with 100% employer match about $35,885 at 4% or $23,924 at 6%. |
| 2016 | 1 | 11 | $223,205 | $36,407 | $3,310iApproximate average salary by contribution assumption: employee only about $82,743 at 4% or $55,162 at 6%; with 50% employer match about $55,162 at 4% or $36,775 at 6%; with 100% employer match about $41,372 at 4% or $27,581 at 6%. |
| Shulman Associates 401(K) Profit Sharing Plan | - | 11 | $223,205 | $36,407 | $3,310iApproximate average salary by contribution assumption: employee only about $82,743 at 4% or $55,162 at 6%; with 50% employer match about $55,162 at 4% or $36,775 at 6%; with 100% employer match about $41,372 at 4% or $27,581 at 6%. |
| 2015 | 1 | 10 | $167,719 | $21,986 | $2,199iApproximate average salary by contribution assumption: employee only about $54,965 at 4% or $36,643 at 6%; with 50% employer match about $36,643 at 4% or $24,429 at 6%; with 100% employer match about $27,483 at 4% or $18,322 at 6%. |
| Shulman Associates 401(K) Profit Sharing Plan | - | 10 | $167,719 | $21,986 | $2,199iApproximate average salary by contribution assumption: employee only about $54,965 at 4% or $36,643 at 6%; with 50% employer match about $36,643 at 4% or $24,429 at 6%; with 100% employer match about $27,483 at 4% or $18,322 at 6%. |
| 2014 | 1 | 12 | $157,589 | $69,077 | $5,756iApproximate average salary by contribution assumption: employee only about $143,910 at 4% or $95,940 at 6%; with 50% employer match about $95,940 at 4% or $63,960 at 6%; with 100% employer match about $71,955 at 4% or $47,970 at 6%. |
| Shulman Associates 401(K) Profit Sharing Plan | - | 12 | $157,589 | $69,077 | $5,756iApproximate average salary by contribution assumption: employee only about $143,910 at 4% or $95,940 at 6%; with 50% employer match about $95,940 at 4% or $63,960 at 6%; with 100% employer match about $71,955 at 4% or $47,970 at 6%. |
| 2013 | 1 | 10 | $83,130 | $0 | - |
| Shulman Associates 401(K) Profit Sharing Plan | - | 10 | $83,130 | $0 | - |
| 2012 | 1 | 12 | $101,346 | $0 | - |
| Shulman Associates 401(K) Profit Sharing Plan | - | 12 | $101,346 | $0 | - |
| 2011 | 1 | 13 | $93,858 | $0 | - |
| Shulman Associates 401(K) Profit Sharing Plan | - | 13 | $93,858 | $0 | - |
| 2010 | 1 | 13 | $87,245 | $1,327 | $102iApproximate average salary by contribution assumption: employee only about $2,552 at 4% or $1,701 at 6%; with 50% employer match about $1,701 at 4% or $1,134 at 6%; with 100% employer match about $1,276 at 4% or $851 at 6%. |
| Shulman Associates 401(K) Profit Sharing Plan | - | 13 | $87,245 | $1,327 | $102iApproximate average salary by contribution assumption: employee only about $2,552 at 4% or $1,701 at 6%; with 50% employer match about $1,701 at 4% or $1,134 at 6%; with 100% employer match about $1,276 at 4% or $851 at 6%. |
| 2009 | 1 | 14 | $116,164 | $34,885 | $2,492iApproximate average salary by contribution assumption: employee only about $62,295 at 4% or $41,530 at 6%; with 50% employer match about $41,530 at 4% or $27,687 at 6%; with 100% employer match about $31,147 at 4% or $20,765 at 6%. |
| Shulman Associates 401(K) Profit Sharing Plan | - | 14 | $116,164 | $34,885 | $2,492iApproximate average salary by contribution assumption: employee only about $62,295 at 4% or $41,530 at 6%; with 50% employer match about $41,530 at 4% or $27,687 at 6%; with 100% employer match about $31,147 at 4% or $20,765 at 6%. |