Shields B. Abernathy, M.D.
Plan context: Shields B. Abernathy, M.D. Retirement Plan
EIN 77-0049521 • Templeton, CA • 37 filings • 5 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$604,431
2023 Contributions
$49,553
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $0 | - |
| Shields B. Abernathy, M.D. Retirement Plan | - | 0 | $0 | $0 | - |
| 2022 | 1 | 5 | $604,431 | $49,553 | $9,911iApproximate average salary by contribution assumption: employee only about $247,765 at 4% or $165,177 at 6%; with 50% employer match about $165,177 at 4% or $110,118 at 6%; with 100% employer match about $123,883 at 4% or $82,588 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 5 | $604,431 | $49,553 | $9,911iApproximate average salary by contribution assumption: employee only about $247,765 at 4% or $165,177 at 6%; with 50% employer match about $165,177 at 4% or $110,118 at 6%; with 100% employer match about $123,883 at 4% or $82,588 at 6%. |
| 2021 | 1 | 5 | $2,873,770 | $74,128 | $14,826iApproximate average salary by contribution assumption: employee only about $370,640 at 4% or $247,093 at 6%; with 50% employer match about $247,093 at 4% or $164,729 at 6%; with 100% employer match about $185,320 at 4% or $123,547 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 5 | $2,873,770 | $74,128 | $14,826iApproximate average salary by contribution assumption: employee only about $370,640 at 4% or $247,093 at 6%; with 50% employer match about $247,093 at 4% or $164,729 at 6%; with 100% employer match about $185,320 at 4% or $123,547 at 6%. |
| 2020 | 1 | 5 | $2,532,322 | $71,633 | $14,327iApproximate average salary by contribution assumption: employee only about $358,165 at 4% or $238,777 at 6%; with 50% employer match about $238,777 at 4% or $159,184 at 6%; with 100% employer match about $179,083 at 4% or $119,388 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 5 | $2,532,322 | $71,633 | $14,327iApproximate average salary by contribution assumption: employee only about $358,165 at 4% or $238,777 at 6%; with 50% employer match about $238,777 at 4% or $159,184 at 6%; with 100% employer match about $179,083 at 4% or $119,388 at 6%. |
| 2019 | 2 | 4 | $2,223,974 | $1,962,703 | $490,676iApproximate average salary by contribution assumption: employee only about $12,266,894 at 4% or $8,177,929 at 6%; with 50% employer match about $8,177,929 at 4% or $5,451,953 at 6%; with 100% employer match about $6,133,447 at 4% or $4,088,965 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 4 | $2,223,974 | $1,962,703 | $490,676iApproximate average salary by contribution assumption: employee only about $12,266,894 at 4% or $8,177,929 at 6%; with 50% employer match about $8,177,929 at 4% or $5,451,953 at 6%; with 100% employer match about $6,133,447 at 4% or $4,088,965 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2018 | 2 | 5 | $2,089,350 | $1,805 | $361iApproximate average salary by contribution assumption: employee only about $9,025 at 4% or $6,017 at 6%; with 50% employer match about $6,017 at 4% or $4,011 at 6%; with 100% employer match about $4,513 at 4% or $3,008 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 5 | $2,019,653 | $0 | - |
| Shields B. Abernathy, M.D. Retirement Plan | - | 4 | $69,697 | $1,805 | $451iApproximate average salary by contribution assumption: employee only about $11,281 at 4% or $7,521 at 6%; with 50% employer match about $7,521 at 4% or $5,014 at 6%; with 100% employer match about $5,641 at 4% or $3,760 at 6%. |
| 2017 | 2 | 4 | $2,222,906 | $100,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $2,150,612 | $73,722 | $18,431iApproximate average salary by contribution assumption: employee only about $460,763 at 4% or $307,175 at 6%; with 50% employer match about $307,175 at 4% or $204,783 at 6%; with 100% employer match about $230,381 at 4% or $153,588 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 4 | $72,294 | $26,278 | $6,570iApproximate average salary by contribution assumption: employee only about $164,238 at 4% or $109,492 at 6%; with 50% employer match about $109,492 at 4% or $72,994 at 6%; with 100% employer match about $82,119 at 4% or $54,746 at 6%. |
| 2016 | 2 | 4 | $1,880,403 | $100,036 | $25,009iApproximate average salary by contribution assumption: employee only about $625,225 at 4% or $416,817 at 6%; with 50% employer match about $416,817 at 4% or $277,878 at 6%; with 100% employer match about $312,613 at 4% or $208,408 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $1,839,644 | $95,271 | $23,818iApproximate average salary by contribution assumption: employee only about $595,444 at 4% or $396,963 at 6%; with 50% employer match about $396,963 at 4% or $264,642 at 6%; with 100% employer match about $297,722 at 4% or $198,481 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 4 | $40,759 | $4,765 | $1,191iApproximate average salary by contribution assumption: employee only about $29,781 at 4% or $19,854 at 6%; with 50% employer match about $19,854 at 4% or $13,236 at 6%; with 100% employer match about $14,891 at 4% or $9,927 at 6%. |
| 2015 | 2 | 4 | $1,709,189 | $124,948 | $31,237iApproximate average salary by contribution assumption: employee only about $780,925 at 4% or $520,617 at 6%; with 50% employer match about $520,617 at 4% or $347,078 at 6%; with 100% employer match about $390,463 at 4% or $260,308 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $1,674,634 | $119,484 | $29,871iApproximate average salary by contribution assumption: employee only about $746,775 at 4% or $497,850 at 6%; with 50% employer match about $497,850 at 4% or $331,900 at 6%; with 100% employer match about $373,388 at 4% or $248,925 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 4 | $34,555 | $5,464 | $1,366iApproximate average salary by contribution assumption: employee only about $34,150 at 4% or $22,767 at 6%; with 50% employer match about $22,767 at 4% or $15,178 at 6%; with 100% employer match about $17,075 at 4% or $11,383 at 6%. |
| 2014 | 2 | 4 | $1,813,997 | $88,329 | $22,082iApproximate average salary by contribution assumption: employee only about $552,056 at 4% or $368,038 at 6%; with 50% employer match about $368,038 at 4% or $245,358 at 6%; with 100% employer match about $276,028 at 4% or $184,019 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $1,779,883 | $85,404 | $21,351iApproximate average salary by contribution assumption: employee only about $533,775 at 4% or $355,850 at 6%; with 50% employer match about $355,850 at 4% or $237,233 at 6%; with 100% employer match about $266,888 at 4% or $177,925 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 4 | $34,114 | $2,925 | $731iApproximate average salary by contribution assumption: employee only about $18,281 at 4% or $12,188 at 6%; with 50% employer match about $12,188 at 4% or $8,125 at 6%; with 100% employer match about $9,141 at 4% or $6,094 at 6%. |
| 2013 | 2 | 4 | $1,660,713 | $93,318 | $23,330iApproximate average salary by contribution assumption: employee only about $583,238 at 4% or $388,825 at 6%; with 50% employer match about $388,825 at 4% or $259,217 at 6%; with 100% employer match about $291,619 at 4% or $194,413 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $1,630,698 | $90,000 | $22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 4 | $30,015 | $3,318 | $830iApproximate average salary by contribution assumption: employee only about $20,738 at 4% or $13,825 at 6%; with 50% employer match about $13,825 at 4% or $9,217 at 6%; with 100% employer match about $10,369 at 4% or $6,913 at 6%. |
| 2012 | 2 | 4 | $1,363,486 | $99,999 | $25,000iApproximate average salary by contribution assumption: employee only about $624,994 at 4% or $416,663 at 6%; with 50% employer match about $416,663 at 4% or $277,775 at 6%; with 100% employer match about $312,497 at 4% or $208,331 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $1,340,262 | $89,395 | $22,349iApproximate average salary by contribution assumption: employee only about $558,719 at 4% or $372,479 at 6%; with 50% employer match about $372,479 at 4% or $248,319 at 6%; with 100% employer match about $279,359 at 4% or $186,240 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 4 | $23,224 | $10,604 | $2,651iApproximate average salary by contribution assumption: employee only about $66,275 at 4% or $44,183 at 6%; with 50% employer match about $44,183 at 4% or $29,456 at 6%; with 100% employer match about $33,138 at 4% or $22,092 at 6%. |
| 2011 | 2 | 4 | $1,191,340 | $125,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $1,179,441 | $113,101 | $28,275iApproximate average salary by contribution assumption: employee only about $706,881 at 4% or $471,254 at 6%; with 50% employer match about $471,254 at 4% or $314,169 at 6%; with 100% employer match about $353,441 at 4% or $235,627 at 6%. |
| Shields B. Abernathy, M.D. Retirement Plan | - | 4 | $11,899 | $11,899 | $2,975iApproximate average salary by contribution assumption: employee only about $74,369 at 4% or $49,579 at 6%; with 50% employer match about $49,579 at 4% or $33,053 at 6%; with 100% employer match about $37,184 at 4% or $24,790 at 6%. |
| 2010 | 1 | 4 | $1,056,508 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $1,056,508 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2009 | 1 | 4 | $858,257 | $138,000 | $34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $858,257 | $138,000 | $34,500iApproximate average salary by contribution assumption: employee only about $862,500 at 4% or $575,000 at 6%; with 50% employer match about $575,000 at 4% or $383,333 at 6%; with 100% employer match about $431,250 at 4% or $287,500 at 6%. |
| 2008 | 1 | 4 | $583,709 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $583,709 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2006 | 1 | 2 | $596,567 | $71,542 | $35,771iApproximate average salary by contribution assumption: employee only about $894,275 at 4% or $596,183 at 6%; with 50% employer match about $596,183 at 4% or $397,456 at 6%; with 100% employer match about $447,138 at 4% or $298,092 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 2 | $596,567 | $71,542 | $35,771iApproximate average salary by contribution assumption: employee only about $894,275 at 4% or $596,183 at 6%; with 50% employer match about $596,183 at 4% or $397,456 at 6%; with 100% employer match about $447,138 at 4% or $298,092 at 6%. |
| 2005 | 1 | 3 | $464,222 | $81,177 | $27,059iApproximate average salary by contribution assumption: employee only about $676,475 at 4% or $450,983 at 6%; with 50% employer match about $450,983 at 4% or $300,656 at 6%; with 100% employer match about $338,238 at 4% or $225,492 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 3 | $464,222 | $81,177 | $27,059iApproximate average salary by contribution assumption: employee only about $676,475 at 4% or $450,983 at 6%; with 50% employer match about $450,983 at 4% or $300,656 at 6%; with 100% employer match about $338,238 at 4% or $225,492 at 6%. |
| 2004 | 1 | 4 | $385,496 | $79,953 | $19,988iApproximate average salary by contribution assumption: employee only about $499,706 at 4% or $333,138 at 6%; with 50% employer match about $333,138 at 4% or $222,092 at 6%; with 100% employer match about $249,853 at 4% or $166,569 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 4 | $385,496 | $79,953 | $19,988iApproximate average salary by contribution assumption: employee only about $499,706 at 4% or $333,138 at 6%; with 50% employer match about $333,138 at 4% or $222,092 at 6%; with 100% employer match about $249,853 at 4% or $166,569 at 6%. |
| 2003 | 2 | 3 | $275,174 | $64,820 | $21,607iApproximate average salary by contribution assumption: employee only about $540,167 at 4% or $360,111 at 6%; with 50% employer match about $360,111 at 4% or $240,074 at 6%; with 100% employer match about $270,083 at 4% or $180,056 at 6%. |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 3 | $275,174 | $64,820 | $21,607iApproximate average salary by contribution assumption: employee only about $540,167 at 4% or $360,111 at 6%; with 50% employer match about $360,111 at 4% or $240,074 at 6%; with 100% employer match about $270,083 at 4% or $180,056 at 6%. |
| SHIELDS B. ABERNATHY, M.D. P/S PLAN | - | 0 | - | - | - |
| 2002 | 2 | 3 | $0 | $0 | - |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |
| SHIELD B. ABERNATHY, M.D. P/S PLAN | - | 2 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| SHIELDS B. ABERNATHY, M.D. P/S PLAN | - | 2 | - | - | - |
| 2000 | 2 | 3 | $0 | $0 | - |
| SHIELDS B. ABERNATHY, MD DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |
| SHIELD B ABERNATHY, M.D. P/S PLAN | - | 2 | - | - | - |