Civic Intelligence

Shullman Fugate PLLC

Plan context: Shullman Fugate PLLC 401(K) Profit Sharing Plan & Trust

EIN 82-1269907 • West Palm Beach, FL • 8 filings • 2 plans

2101 Vista Parkway Suite 4006West Palm Beach, FL 33411
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,454,668

2024 Contributions

$160,610

Historical Graphs

Total Assets Over Time

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

$2,454,668$1,227,334$0201720212024YearValue
$2,454,668Latest year 2024

Participants Over Time

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

1050201720212024YearValue
8Latest year 2024

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
202418$2,454,668$160,610$20,076iApproximate average salary by contribution assumption: employee only about $501,906 at 4% or $334,604 at 6%; with 50% employer match about $334,604 at 4% or $223,069 at 6%; with 100% employer match about $250,953 at 4% or $167,302 at 6%.
Shullman Fugate PLLC 401(K) Profit Sharing Plan & Trust-8$2,454,668$160,610$20,076iApproximate average salary by contribution assumption: employee only about $501,906 at 4% or $334,604 at 6%; with 50% employer match about $334,604 at 4% or $223,069 at 6%; with 100% employer match about $250,953 at 4% or $167,302 at 6%.
2023110$2,009,532$87,406$8,741iApproximate average salary by contribution assumption: employee only about $218,515 at 4% or $145,677 at 6%; with 50% employer match about $145,677 at 4% or $97,118 at 6%; with 100% employer match about $109,258 at 4% or $72,838 at 6%.
Shullman Fugate PLLC 401(K) Profit Sharing Plan & Trust-10$2,009,532$87,406$8,741iApproximate average salary by contribution assumption: employee only about $218,515 at 4% or $145,677 at 6%; with 50% employer match about $145,677 at 4% or $97,118 at 6%; with 100% employer match about $109,258 at 4% or $72,838 at 6%.
202218$1,635,450$98,679$12,335iApproximate average salary by contribution assumption: employee only about $308,372 at 4% or $205,581 at 6%; with 50% employer match about $205,581 at 4% or $137,054 at 6%; with 100% employer match about $154,186 at 4% or $102,791 at 6%.
Shullman Fugate PLLC 401(K) Profit Sharing Plan & Trust-8$1,635,450$98,679$12,335iApproximate average salary by contribution assumption: employee only about $308,372 at 4% or $205,581 at 6%; with 50% employer match about $205,581 at 4% or $137,054 at 6%; with 100% employer match about $154,186 at 4% or $102,791 at 6%.
202118$1,883,493$76,698$9,587iApproximate average salary by contribution assumption: employee only about $239,681 at 4% or $159,788 at 6%; with 50% employer match about $159,788 at 4% or $106,525 at 6%; with 100% employer match about $119,841 at 4% or $79,894 at 6%.
Shullman Fugate PLLC 401(K) Profit Sharing Plan & Trust-8$1,883,493$76,698$9,587iApproximate average salary by contribution assumption: employee only about $239,681 at 4% or $159,788 at 6%; with 50% employer match about $159,788 at 4% or $106,525 at 6%; with 100% employer match about $119,841 at 4% or $79,894 at 6%.
202019$1,657,393$134,358$14,929iApproximate average salary by contribution assumption: employee only about $373,217 at 4% or $248,811 at 6%; with 50% employer match about $248,811 at 4% or $165,874 at 6%; with 100% employer match about $186,608 at 4% or $124,406 at 6%.
Shullman Fugate PLLC 401(K) Profit Sharing Plan & Trust-9$1,657,393$134,358$14,929iApproximate average salary by contribution assumption: employee only about $373,217 at 4% or $248,811 at 6%; with 50% employer match about $248,811 at 4% or $165,874 at 6%; with 100% employer match about $186,608 at 4% or $124,406 at 6%.
201916$1,323,344$54,450$9,075iApproximate average salary by contribution assumption: employee only about $226,875 at 4% or $151,250 at 6%; with 50% employer match about $151,250 at 4% or $100,833 at 6%; with 100% employer match about $113,438 at 4% or $75,625 at 6%.
Shullman Fugate PLLC 401(K) Profit Sharing Plan & Trust-6$1,323,344$54,450$9,075iApproximate average salary by contribution assumption: employee only about $226,875 at 4% or $151,250 at 6%; with 50% employer match about $151,250 at 4% or $100,833 at 6%; with 100% employer match about $113,438 at 4% or $75,625 at 6%.
201815$1,040,756$460,199$92,040iApproximate average salary by contribution assumption: employee only about $2,300,995 at 4% or $1,533,997 at 6%; with 50% employer match about $1,533,997 at 4% or $1,022,664 at 6%; with 100% employer match about $1,150,498 at 4% or $766,998 at 6%.
Shullman Fugate PLLC 401(K) Profit Sharing Plan & Trust-5$1,040,756$460,199$92,040iApproximate average salary by contribution assumption: employee only about $2,300,995 at 4% or $1,533,997 at 6%; with 50% employer match about $1,533,997 at 4% or $1,022,664 at 6%; with 100% employer match about $1,150,498 at 4% or $766,998 at 6%.
201713$629,348$592,031$197,344iApproximate average salary by contribution assumption: employee only about $4,933,592 at 4% or $3,289,061 at 6%; with 50% employer match about $3,289,061 at 4% or $2,192,707 at 6%; with 100% employer match about $2,466,796 at 4% or $1,644,531 at 6%.
Shullman Fugate PLLC 401(K) Profit Sharing Plan & Trust-3$629,348$592,031$197,344iApproximate average salary by contribution assumption: employee only about $4,933,592 at 4% or $3,289,061 at 6%; with 50% employer match about $3,289,061 at 4% or $2,192,707 at 6%; with 100% employer match about $2,466,796 at 4% or $1,644,531 at 6%.