Shaw & Associates, CPA PC
Plan context: Shaw & Associates, CPA PC 401(K) Plan
EIN 76-0706897 • Fort Collins, CO • 5 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
7
2022 Assets
$768,834
2022 Contributions
$95,366
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 0 | $0 | $95,366 | - |
| Shaw & Associates, CPA PC 401(K) Plan | - | 0 | $0 | $95,366 | - |
| 2021 | 1 | 7 | $768,834 | $99,897 | $14,271iApproximate average salary by contribution assumption: employee only about $356,775 at 4% or $237,850 at 6%; with 50% employer match about $237,850 at 4% or $158,567 at 6%; with 100% employer match about $178,388 at 4% or $118,925 at 6%. |
| Shaw & Associates, CPA PC 401(K) Plan | - | 7 | $768,834 | $99,897 | $14,271iApproximate average salary by contribution assumption: employee only about $356,775 at 4% or $237,850 at 6%; with 50% employer match about $237,850 at 4% or $158,567 at 6%; with 100% employer match about $178,388 at 4% or $118,925 at 6%. |
| 2020 | 1 | 8 | $584,931 | $93,622 | $11,703iApproximate average salary by contribution assumption: employee only about $292,569 at 4% or $195,046 at 6%; with 50% employer match about $195,046 at 4% or $130,031 at 6%; with 100% employer match about $146,284 at 4% or $97,523 at 6%. |
| Shaw & Associates, CPA PC 401(K) Plan | - | 8 | $584,931 | $93,622 | $11,703iApproximate average salary by contribution assumption: employee only about $292,569 at 4% or $195,046 at 6%; with 50% employer match about $195,046 at 4% or $130,031 at 6%; with 100% employer match about $146,284 at 4% or $97,523 at 6%. |
| 2019 | 1 | 6 | $409,180 | $80,273 | $13,379iApproximate average salary by contribution assumption: employee only about $334,471 at 4% or $222,981 at 6%; with 50% employer match about $222,981 at 4% or $148,654 at 6%; with 100% employer match about $167,235 at 4% or $111,490 at 6%. |
| Shaw & Associates, CPA PC 401(K) Plan | - | 6 | $409,180 | $80,273 | $13,379iApproximate average salary by contribution assumption: employee only about $334,471 at 4% or $222,981 at 6%; with 50% employer match about $222,981 at 4% or $148,654 at 6%; with 100% employer match about $167,235 at 4% or $111,490 at 6%. |
| 2018 | 1 | 5 | $267,232 | $282,719 | $56,544iApproximate average salary by contribution assumption: employee only about $1,413,595 at 4% or $942,397 at 6%; with 50% employer match about $942,397 at 4% or $628,264 at 6%; with 100% employer match about $706,798 at 4% or $471,198 at 6%. |
| Shaw & Associates, CPA PC 401(K) Plan | - | 5 | $267,232 | $282,719 | $56,544iApproximate average salary by contribution assumption: employee only about $1,413,595 at 4% or $942,397 at 6%; with 50% employer match about $942,397 at 4% or $628,264 at 6%; with 100% employer match about $706,798 at 4% or $471,198 at 6%. |