Civic Intelligence

Rick L. Shepard, M.D.

Plan context: Rick L. Shepard, M.D. Profit Sharing Plan

EIN 74-2474858 • Riverside, CA • 18 filings • 2 plans

9041 Magnolia Avenue, Suite 201Riverside, CA 92503
Current Snapshot

Latest Year

2012

2012 Participants

7

2012 Assets

$1,128,296

2012 Contributions

$71,846

Historical Graphs

Total Assets Over Time

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

$1,128,296$564,148$0199920052012YearValue
$1,128,296Latest year 2012

Participants Over Time

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

740199920062012YearValue
7Latest year 2012

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
201217$1,128,296$71,846$10,264iApproximate average salary by contribution assumption: employee only about $256,593 at 4% or $171,062 at 6%; with 50% employer match about $171,062 at 4% or $114,041 at 6%; with 100% employer match about $128,296 at 4% or $85,531 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-7$1,128,296$71,846$10,264iApproximate average salary by contribution assumption: employee only about $256,593 at 4% or $171,062 at 6%; with 50% employer match about $171,062 at 4% or $114,041 at 6%; with 100% employer match about $128,296 at 4% or $85,531 at 6%.
201114$976,107$51,997$12,999iApproximate average salary by contribution assumption: employee only about $324,981 at 4% or $216,654 at 6%; with 50% employer match about $216,654 at 4% or $144,436 at 6%; with 100% employer match about $162,491 at 4% or $108,327 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-4$976,107$51,997$12,999iApproximate average salary by contribution assumption: employee only about $324,981 at 4% or $216,654 at 6%; with 50% employer match about $216,654 at 4% or $144,436 at 6%; with 100% employer match about $162,491 at 4% or $108,327 at 6%.
201015$937,718$34,441$6,888iApproximate average salary by contribution assumption: employee only about $172,205 at 4% or $114,803 at 6%; with 50% employer match about $114,803 at 4% or $76,536 at 6%; with 100% employer match about $86,103 at 4% or $57,402 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-5$937,718$34,441$6,888iApproximate average salary by contribution assumption: employee only about $172,205 at 4% or $114,803 at 6%; with 50% employer match about $114,803 at 4% or $76,536 at 6%; with 100% employer match about $86,103 at 4% or $57,402 at 6%.
200916$826,373$54,669$9,112iApproximate average salary by contribution assumption: employee only about $227,788 at 4% or $151,858 at 6%; with 50% employer match about $151,858 at 4% or $101,239 at 6%; with 100% employer match about $113,894 at 4% or $75,929 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-6$826,373$54,669$9,112iApproximate average salary by contribution assumption: employee only about $227,788 at 4% or $151,858 at 6%; with 50% employer match about $151,858 at 4% or $101,239 at 6%; with 100% employer match about $113,894 at 4% or $75,929 at 6%.
200815$0$0-
Rick L. Shepard, M.D. Profit Sharing Plan-5---
200712$0$0-
Rick L. Shepard, M.D. Profit Sharing Plan-2---
200615$656,181$29$6iApproximate average salary by contribution assumption: employee only about $145 at 4% or $97 at 6%; with 50% employer match about $97 at 4% or $64 at 6%; with 100% employer match about $73 at 4% or $48 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-5$656,181$29$6iApproximate average salary by contribution assumption: employee only about $145 at 4% or $97 at 6%; with 50% employer match about $97 at 4% or $64 at 6%; with 100% employer match about $73 at 4% or $48 at 6%.
200513$726,539$53,891$17,964iApproximate average salary by contribution assumption: employee only about $449,092 at 4% or $299,394 at 6%; with 50% employer match about $299,394 at 4% or $199,596 at 6%; with 100% employer match about $224,546 at 4% or $149,697 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-3$726,539$53,891$17,964iApproximate average salary by contribution assumption: employee only about $449,092 at 4% or $299,394 at 6%; with 50% employer match about $299,394 at 4% or $199,596 at 6%; with 100% employer match about $224,546 at 4% or $149,697 at 6%.
200414$647,396$54,862$13,716iApproximate average salary by contribution assumption: employee only about $342,888 at 4% or $228,592 at 6%; with 50% employer match about $228,592 at 4% or $152,394 at 6%; with 100% employer match about $171,444 at 4% or $114,296 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-4$647,396$54,862$13,716iApproximate average salary by contribution assumption: employee only about $342,888 at 4% or $228,592 at 6%; with 50% employer match about $228,592 at 4% or $152,394 at 6%; with 100% employer match about $171,444 at 4% or $114,296 at 6%.
200314$570,497$52,256$13,064iApproximate average salary by contribution assumption: employee only about $326,600 at 4% or $217,733 at 6%; with 50% employer match about $217,733 at 4% or $145,156 at 6%; with 100% employer match about $163,300 at 4% or $108,867 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-4$570,497$52,256$13,064iApproximate average salary by contribution assumption: employee only about $326,600 at 4% or $217,733 at 6%; with 50% employer match about $217,733 at 4% or $145,156 at 6%; with 100% employer match about $163,300 at 4% or $108,867 at 6%.
200224$424,818$60,555$15,139iApproximate average salary by contribution assumption: employee only about $378,469 at 4% or $252,313 at 6%; with 50% employer match about $252,313 at 4% or $168,208 at 6%; with 100% employer match about $189,234 at 4% or $126,156 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-4$424,818$60,555$15,139iApproximate average salary by contribution assumption: employee only about $378,469 at 4% or $252,313 at 6%; with 50% employer match about $252,313 at 4% or $168,208 at 6%; with 100% employer match about $189,234 at 4% or $126,156 at 6%.
Rick L. Shepard, MD. Money Purchase Pension Plan-0---
200124$0$0-
Rick L. Shepard, M.D. Profit Sharing Plan-4---
Rick L. Shepard, MD. Money Purchase Pension Plan-4---
200024$569,140$53,493$13,373iApproximate average salary by contribution assumption: employee only about $334,331 at 4% or $222,888 at 6%; with 50% employer match about $222,888 at 4% or $148,592 at 6%; with 100% employer match about $167,166 at 4% or $111,444 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-4$353,508$29,168$7,292iApproximate average salary by contribution assumption: employee only about $182,300 at 4% or $121,533 at 6%; with 50% employer match about $121,533 at 4% or $81,022 at 6%; with 100% employer match about $91,150 at 4% or $60,767 at 6%.
Rick L. Shepard, MD. Money Purchase Pension Plan-4$215,632$24,325$6,081iApproximate average salary by contribution assumption: employee only about $152,031 at 4% or $101,354 at 6%; with 50% employer match about $101,354 at 4% or $67,569 at 6%; with 100% employer match about $76,016 at 4% or $50,677 at 6%.
199925$551,043$52,065$10,413iApproximate average salary by contribution assumption: employee only about $260,325 at 4% or $173,550 at 6%; with 50% employer match about $173,550 at 4% or $115,700 at 6%; with 100% employer match about $130,163 at 4% or $86,775 at 6%.
Rick L. Shepard, M.D. Profit Sharing Plan-5$339,745$24,297$4,859iApproximate average salary by contribution assumption: employee only about $121,485 at 4% or $80,990 at 6%; with 50% employer match about $80,990 at 4% or $53,993 at 6%; with 100% employer match about $60,742 at 4% or $40,495 at 6%.
Rick L. Shepard, MD. Money Purchase Pension Plan-5$211,298$27,768$5,554iApproximate average salary by contribution assumption: employee only about $138,840 at 4% or $92,560 at 6%; with 50% employer match about $92,560 at 4% or $61,707 at 6%; with 100% employer match about $69,420 at 4% or $46,280 at 6%.