Civic Intelligence

Shade & Associates, P.A.

Plan context: Shade & Associates, P.A. Retirement Plan & Trust

EIN 65-0862336 • Miami Beach, FL • 8 filings • 2 plans

1111 Lincoln Road, Suite 810Miami Beach, FL 33139
Current Snapshot

Latest Year

2009

2009 Participants

1

2009 Assets

$73,998

2009 Contributions

$10,616

Historical Graphs

Total Assets Over Time

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

$144,667$72,334$0200220052008YearValue
$73,998Latest year 2008

Participants Over Time

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

210200220052008YearValue
1Latest year 2008

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
200910$0$0-
Shade & Associates, P.A. Retirement Plan & Trust-----
200811$73,998$0-
Shade & Associates, P.A. Retirement Plan & Trust-1$73,998--
200712$0$0-
Shade & Associates, P.A. Retirement Plan & Trust-2---
200612$144,667$10,616$5,308iApproximate average salary by contribution assumption: employee only about $132,700 at 4% or $88,467 at 6%; with 50% employer match about $88,467 at 4% or $58,978 at 6%; with 100% employer match about $66,350 at 4% or $44,233 at 6%.
Shade & Associates, P.A. Retirement Plan & Trust-2$144,667$10,616$5,308iApproximate average salary by contribution assumption: employee only about $132,700 at 4% or $88,467 at 6%; with 50% employer match about $88,467 at 4% or $58,978 at 6%; with 100% employer match about $66,350 at 4% or $44,233 at 6%.
200512$142,401$46,234$23,117iApproximate average salary by contribution assumption: employee only about $577,925 at 4% or $385,283 at 6%; with 50% employer match about $385,283 at 4% or $256,856 at 6%; with 100% employer match about $288,963 at 4% or $192,642 at 6%.
Shade & Associates, P.A. Retirement Plan & Trust-2$142,401$46,234$23,117iApproximate average salary by contribution assumption: employee only about $577,925 at 4% or $385,283 at 6%; with 50% employer match about $385,283 at 4% or $256,856 at 6%; with 100% employer match about $288,963 at 4% or $192,642 at 6%.
200412$104,504$38,602$19,301iApproximate average salary by contribution assumption: employee only about $482,525 at 4% or $321,683 at 6%; with 50% employer match about $321,683 at 4% or $214,456 at 6%; with 100% employer match about $241,263 at 4% or $160,842 at 6%.
Shade & Associates, P.A. Retirement Plan & Trust-2$104,504$38,602$19,301iApproximate average salary by contribution assumption: employee only about $482,525 at 4% or $321,683 at 6%; with 50% employer match about $321,683 at 4% or $214,456 at 6%; with 100% employer match about $241,263 at 4% or $160,842 at 6%.
200311$50,767$0-
Shade & Associates, P.A. Retirement Plan & Trust-1$50,767--
200211$36,022$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Shade & Associates, P.A. Retirement Plan & Trust-1$36,022$12,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.