Civic Intelligence

Stephen M. Sharum

Plan context: Stephen M. Sharum Profit Sharing Trust

EIN 71-0623006 • 16 filings • 2 plans

Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$2,584,117

2014 Contributions

$31,867

Historical Graphs

Total Assets Over Time

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

$2,584,117$1,292,059$0199920062013YearValue
$2,584,117Latest year 2013

Participants Over Time

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

420199920062013YearValue
3Latest year 2013

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
201410$0$0-
Stephen M. Sharum Profit Sharing Trust-----
201313$2,584,117$31,867$10,622iApproximate average salary by contribution assumption: employee only about $265,558 at 4% or $177,039 at 6%; with 50% employer match about $177,039 at 4% or $118,026 at 6%; with 100% employer match about $132,779 at 4% or $88,519 at 6%.
Stephen M. Sharum Profit Sharing Trust-3$2,584,117$31,867$10,622iApproximate average salary by contribution assumption: employee only about $265,558 at 4% or $177,039 at 6%; with 50% employer match about $177,039 at 4% or $118,026 at 6%; with 100% employer match about $132,779 at 4% or $88,519 at 6%.
201213$2,064,698$27,224$9,075iApproximate average salary by contribution assumption: employee only about $226,867 at 4% or $151,244 at 6%; with 50% employer match about $151,244 at 4% or $100,830 at 6%; with 100% employer match about $113,433 at 4% or $75,622 at 6%.
Stephen M. Sharum Profit Sharing Trust-3$2,064,698$27,224$9,075iApproximate average salary by contribution assumption: employee only about $226,867 at 4% or $151,244 at 6%; with 50% employer match about $151,244 at 4% or $100,830 at 6%; with 100% employer match about $113,433 at 4% or $75,622 at 6%.
201113$1,810,791$57,157$19,052iApproximate average salary by contribution assumption: employee only about $476,308 at 4% or $317,539 at 6%; with 50% employer match about $317,539 at 4% or $211,693 at 6%; with 100% employer match about $238,154 at 4% or $158,769 at 6%.
Stephen M. Sharum Profit Sharing Trust-3$1,810,791$57,157$19,052iApproximate average salary by contribution assumption: employee only about $476,308 at 4% or $317,539 at 6%; with 50% employer match about $317,539 at 4% or $211,693 at 6%; with 100% employer match about $238,154 at 4% or $158,769 at 6%.
201012$1,685,976$52,267$26,134iApproximate average salary by contribution assumption: employee only about $653,338 at 4% or $435,558 at 6%; with 50% employer match about $435,558 at 4% or $290,372 at 6%; with 100% employer match about $326,669 at 4% or $217,779 at 6%.
Stephen M. Sharum Profit Sharing Trust-2$1,685,976$52,267$26,134iApproximate average salary by contribution assumption: employee only about $653,338 at 4% or $435,558 at 6%; with 50% employer match about $435,558 at 4% or $290,372 at 6%; with 100% employer match about $326,669 at 4% or $217,779 at 6%.
200913$1,441,956$45,062$15,021iApproximate average salary by contribution assumption: employee only about $375,517 at 4% or $250,344 at 6%; with 50% employer match about $250,344 at 4% or $166,896 at 6%; with 100% employer match about $187,758 at 4% or $125,172 at 6%.
Stephen M. Sharum Profit Sharing Trust-3$1,441,956$45,062$15,021iApproximate average salary by contribution assumption: employee only about $375,517 at 4% or $250,344 at 6%; with 50% employer match about $250,344 at 4% or $166,896 at 6%; with 100% employer match about $187,758 at 4% or $125,172 at 6%.
200813$1,178,428$47,721$15,907iApproximate average salary by contribution assumption: employee only about $397,675 at 4% or $265,117 at 6%; with 50% employer match about $265,117 at 4% or $176,744 at 6%; with 100% employer match about $198,838 at 4% or $132,558 at 6%.
Stephen M. Sharum Profit Sharing Trust-3$1,178,428$47,721$15,907iApproximate average salary by contribution assumption: employee only about $397,675 at 4% or $265,117 at 6%; with 50% employer match about $265,117 at 4% or $176,744 at 6%; with 100% employer match about $198,838 at 4% or $132,558 at 6%.
200713$0$0-
Stephen M. Sharum Profit Sharing Trust-3---
200614$1,375,724$47,822$11,956iApproximate average salary by contribution assumption: employee only about $298,888 at 4% or $199,258 at 6%; with 50% employer match about $199,258 at 4% or $132,839 at 6%; with 100% employer match about $149,444 at 4% or $99,629 at 6%.
Stephen M. Sharum Profit Sharing Trust-4$1,375,724$47,822$11,956iApproximate average salary by contribution assumption: employee only about $298,888 at 4% or $199,258 at 6%; with 50% employer match about $199,258 at 4% or $132,839 at 6%; with 100% employer match about $149,444 at 4% or $99,629 at 6%.
200514$1,207,291$35,524$8,881iApproximate average salary by contribution assumption: employee only about $222,025 at 4% or $148,017 at 6%; with 50% employer match about $148,017 at 4% or $98,678 at 6%; with 100% employer match about $111,013 at 4% or $74,008 at 6%.
Stephen M. Sharum Profit Sharing Trust-4$1,207,291$35,524$8,881iApproximate average salary by contribution assumption: employee only about $222,025 at 4% or $148,017 at 6%; with 50% employer match about $148,017 at 4% or $98,678 at 6%; with 100% employer match about $111,013 at 4% or $74,008 at 6%.
200414$1,115,070$31,769$7,942iApproximate average salary by contribution assumption: employee only about $198,556 at 4% or $132,371 at 6%; with 50% employer match about $132,371 at 4% or $88,247 at 6%; with 100% employer match about $99,278 at 4% or $66,185 at 6%.
Stephen M. Sharum Profit Sharing Trust-4$1,115,070$31,769$7,942iApproximate average salary by contribution assumption: employee only about $198,556 at 4% or $132,371 at 6%; with 50% employer match about $132,371 at 4% or $88,247 at 6%; with 100% employer match about $99,278 at 4% or $66,185 at 6%.
200313$1,000,169$43,481$14,494iApproximate average salary by contribution assumption: employee only about $362,342 at 4% or $241,561 at 6%; with 50% employer match about $241,561 at 4% or $161,041 at 6%; with 100% employer match about $181,171 at 4% or $120,781 at 6%.
Stephen M. Sharum Profit Sharing Trust-3$1,000,169$43,481$14,494iApproximate average salary by contribution assumption: employee only about $362,342 at 4% or $241,561 at 6%; with 50% employer match about $241,561 at 4% or $161,041 at 6%; with 100% employer match about $181,171 at 4% or $120,781 at 6%.
200213$761,553$43,205$14,402iApproximate average salary by contribution assumption: employee only about $360,042 at 4% or $240,028 at 6%; with 50% employer match about $240,028 at 4% or $160,019 at 6%; with 100% employer match about $180,021 at 4% or $120,014 at 6%.
Stephen M. Sharum Profit Sharing Trust-3$761,553$43,205$14,402iApproximate average salary by contribution assumption: employee only about $360,042 at 4% or $240,028 at 6%; with 50% employer match about $240,028 at 4% or $160,019 at 6%; with 100% employer match about $180,021 at 4% or $120,014 at 6%.
200114$921,218$27,814$6,954iApproximate average salary by contribution assumption: employee only about $173,838 at 4% or $115,892 at 6%; with 50% employer match about $115,892 at 4% or $77,261 at 6%; with 100% employer match about $86,919 at 4% or $57,946 at 6%.
Stephen M. Sharum Profit Sharing Trust-4$921,218$27,814$6,954iApproximate average salary by contribution assumption: employee only about $173,838 at 4% or $115,892 at 6%; with 50% employer match about $115,892 at 4% or $77,261 at 6%; with 100% employer match about $86,919 at 4% or $57,946 at 6%.
200014$985,894$29,247$7,312iApproximate average salary by contribution assumption: employee only about $182,794 at 4% or $121,863 at 6%; with 50% employer match about $121,863 at 4% or $81,242 at 6%; with 100% employer match about $91,397 at 4% or $60,931 at 6%.
Stephen M. Sharum Profit Sharing Trust-4$985,894$29,247$7,312iApproximate average salary by contribution assumption: employee only about $182,794 at 4% or $121,863 at 6%; with 50% employer match about $121,863 at 4% or $81,242 at 6%; with 100% employer match about $91,397 at 4% or $60,931 at 6%.
199914$972,244$29,355$7,339iApproximate average salary by contribution assumption: employee only about $183,469 at 4% or $122,313 at 6%; with 50% employer match about $122,313 at 4% or $81,542 at 6%; with 100% employer match about $91,734 at 4% or $61,156 at 6%.
Stephen M. Sharum Profit Sharing Trust-4$972,244$29,355$7,339iApproximate average salary by contribution assumption: employee only about $183,469 at 4% or $122,313 at 6%; with 50% employer match about $122,313 at 4% or $81,542 at 6%; with 100% employer match about $91,734 at 4% or $61,156 at 6%.