Civic Intelligence

David S. Shields, M.D.

Plan context: David S. Shields, M.D. 401(K) Retirement Plan

EIN 77-0184234 • Palo Alto, CA • 12 filings • 1 plans

805 El Camino Real Suite APalo Alto, CA 94301
Current Snapshot

Latest Year

2023

2023 Participants

5

2023 Assets

$548

2023 Contributions

$75,650

Historical Graphs

Total Assets Over Time

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

$3,882,599$1,941,300$0201220182023YearValue
$548Latest year 2023

Participants Over Time

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

740201220182023YearValue
5Latest year 2023

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
202315$548$0-
David S. Shields, M.D. 401(K) Retirement Plan-5$548--
202216$508$0-
David S. Shields, M.D. 401(K) Retirement Plan-6$508$0-
202117$3,882,599$0-
David S. Shields, M.D. 401(K) Retirement Plan-7$3,882,599$0-
202017$3,504,864$75,650$10,807iApproximate average salary by contribution assumption: employee only about $270,179 at 4% or $180,119 at 6%; with 50% employer match about $180,119 at 4% or $120,079 at 6%; with 100% employer match about $135,089 at 4% or $90,060 at 6%.
David S. Shields, M.D. 401(K) Retirement Plan-7$3,504,864$75,650$10,807iApproximate average salary by contribution assumption: employee only about $270,179 at 4% or $180,119 at 6%; with 50% employer match about $180,119 at 4% or $120,079 at 6%; with 100% employer match about $135,089 at 4% or $90,060 at 6%.
201917$3,029,547$82,854$11,836iApproximate average salary by contribution assumption: employee only about $295,907 at 4% or $197,271 at 6%; with 50% employer match about $197,271 at 4% or $131,514 at 6%; with 100% employer match about $147,954 at 4% or $98,636 at 6%.
David S. Shields, M.D. 401(K) Retirement Plan-7$3,029,547$82,854$11,836iApproximate average salary by contribution assumption: employee only about $295,907 at 4% or $197,271 at 6%; with 50% employer match about $197,271 at 4% or $131,514 at 6%; with 100% employer match about $147,954 at 4% or $98,636 at 6%.
201816$2,561,483$76,643$12,774iApproximate average salary by contribution assumption: employee only about $319,346 at 4% or $212,897 at 6%; with 50% employer match about $212,897 at 4% or $141,931 at 6%; with 100% employer match about $159,673 at 4% or $106,449 at 6%.
David S. Shields, M.D. 401(K) Retirement Plan-6$2,561,483$76,643$12,774iApproximate average salary by contribution assumption: employee only about $319,346 at 4% or $212,897 at 6%; with 50% employer match about $212,897 at 4% or $141,931 at 6%; with 100% employer match about $159,673 at 4% or $106,449 at 6%.
201716$2,635,548$65,478$10,913iApproximate average salary by contribution assumption: employee only about $272,825 at 4% or $181,883 at 6%; with 50% employer match about $181,883 at 4% or $121,256 at 6%; with 100% employer match about $136,413 at 4% or $90,942 at 6%.
David S. Shields, M.D. 401(K) Retirement Plan-6$2,635,548$65,478$10,913iApproximate average salary by contribution assumption: employee only about $272,825 at 4% or $181,883 at 6%; with 50% employer match about $181,883 at 4% or $121,256 at 6%; with 100% employer match about $136,413 at 4% or $90,942 at 6%.
201616$2,300,259$71,621$11,937iApproximate average salary by contribution assumption: employee only about $298,421 at 4% or $198,947 at 6%; with 50% employer match about $198,947 at 4% or $132,631 at 6%; with 100% employer match about $149,210 at 4% or $99,474 at 6%.
David S. Shields, M.D. 401(K) Retirement Plan-6$2,300,259$71,621$11,937iApproximate average salary by contribution assumption: employee only about $298,421 at 4% or $198,947 at 6%; with 50% employer match about $198,947 at 4% or $132,631 at 6%; with 100% employer match about $149,210 at 4% or $99,474 at 6%.
201516$2,172,578$68,450$11,408iApproximate average salary by contribution assumption: employee only about $285,208 at 4% or $190,139 at 6%; with 50% employer match about $190,139 at 4% or $126,759 at 6%; with 100% employer match about $142,604 at 4% or $95,069 at 6%.
David S. Shields, M.D. 401(K) Retirement Plan-6$2,172,578$68,450$11,408iApproximate average salary by contribution assumption: employee only about $285,208 at 4% or $190,139 at 6%; with 50% employer match about $190,139 at 4% or $126,759 at 6%; with 100% employer match about $142,604 at 4% or $95,069 at 6%.
201415$2,101,019$62,980$12,596iApproximate average salary by contribution assumption: employee only about $314,900 at 4% or $209,933 at 6%; with 50% employer match about $209,933 at 4% or $139,956 at 6%; with 100% employer match about $157,450 at 4% or $104,967 at 6%.
David S. Shields, M.D. 401(K) Retirement Plan-5$2,101,019$62,980$12,596iApproximate average salary by contribution assumption: employee only about $314,900 at 4% or $209,933 at 6%; with 50% employer match about $209,933 at 4% or $139,956 at 6%; with 100% employer match about $157,450 at 4% or $104,967 at 6%.
201315$1,946,289$61,514$12,303iApproximate average salary by contribution assumption: employee only about $307,570 at 4% or $205,047 at 6%; with 50% employer match about $205,047 at 4% or $136,698 at 6%; with 100% employer match about $153,785 at 4% or $102,523 at 6%.
David S. Shields, M.D. 401(K) Retirement Plan-5$1,946,289$61,514$12,303iApproximate average salary by contribution assumption: employee only about $307,570 at 4% or $205,047 at 6%; with 50% employer match about $205,047 at 4% or $136,698 at 6%; with 100% employer match about $153,785 at 4% or $102,523 at 6%.
201215$1,754,426$59,472$11,894iApproximate average salary by contribution assumption: employee only about $297,360 at 4% or $198,240 at 6%; with 50% employer match about $198,240 at 4% or $132,160 at 6%; with 100% employer match about $148,680 at 4% or $99,120 at 6%.
David S. Shields, M.D. 401(K) Retirement Plan-5$1,754,426$59,472$11,894iApproximate average salary by contribution assumption: employee only about $297,360 at 4% or $198,240 at 6%; with 50% employer match about $198,240 at 4% or $132,160 at 6%; with 100% employer match about $148,680 at 4% or $99,120 at 6%.