Shawn M. Toney LLC
Plan context: Shawn M. Toney LLC Cash Balance Pension Plan
EIN 82-3745808 • Bradenton, FL • 8 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$1,574,174
2025 Contributions
$725,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $1,574,174 | $725,000 | $145,000iApproximate average salary by contribution assumption: employee only about $3,625,000 at 4% or $2,416,667 at 6%; with 50% employer match about $2,416,667 at 4% or $1,611,111 at 6%; with 100% employer match about $1,812,500 at 4% or $1,208,333 at 6%. |
| Shawn M. Toney LLC Cash Balance Pension Plan | - | 5 | $1,574,174 | $725,000 | $145,000iApproximate average salary by contribution assumption: employee only about $3,625,000 at 4% or $2,416,667 at 6%; with 50% employer match about $2,416,667 at 4% or $1,611,111 at 6%; with 100% employer match about $1,812,500 at 4% or $1,208,333 at 6%. |
| 2024 | 2 | 5 | $951,799 | $53,500 | $10,700iApproximate average salary by contribution assumption: employee only about $267,500 at 4% or $178,333 at 6%; with 50% employer match about $178,333 at 4% or $118,889 at 6%; with 100% employer match about $133,750 at 4% or $89,167 at 6%. |
| Shawn M. Toney LLC Cash Balance Pension Plan | - | 5 | $751,343 | $0 | - |
| SHAWN M. TONEY LLC 401(K) PLAN | - | 5 | $200,456 | $53,500 | $10,700iApproximate average salary by contribution assumption: employee only about $267,500 at 4% or $178,333 at 6%; with 50% employer match about $178,333 at 4% or $118,889 at 6%; with 100% employer match about $133,750 at 4% or $89,167 at 6%. |
| 2023 | 2 | 5 | $815,646 | $1,282 | $256iApproximate average salary by contribution assumption: employee only about $6,410 at 4% or $4,273 at 6%; with 50% employer match about $4,273 at 4% or $2,849 at 6%; with 100% employer match about $3,205 at 4% or $2,137 at 6%. |
| Shawn M. Toney LLC Cash Balance Pension Plan | - | 5 | $686,252 | $0 | - |
| SHAWN M. TONEY LLC 401(K) PLAN | - | 5 | $129,394 | $1,282 | $256iApproximate average salary by contribution assumption: employee only about $6,410 at 4% or $4,273 at 6%; with 50% employer match about $4,273 at 4% or $2,849 at 6%; with 100% employer match about $3,205 at 4% or $2,137 at 6%. |
| 2022 | 2 | 5 | $770,440 | $0 | - |
| Shawn M. Toney LLC Cash Balance Pension Plan | - | 5 | $659,430 | $0 | - |
| SHAWN M. TONEY LLC 401(K) PLAN | - | 5 | $111,010 | $0 | - |
| 2021 | 1 | 5 | $137,877 | $137,167 | $27,433iApproximate average salary by contribution assumption: employee only about $685,835 at 4% or $457,223 at 6%; with 50% employer match about $457,223 at 4% or $304,816 at 6%; with 100% employer match about $342,918 at 4% or $228,612 at 6%. |
| SHAWN M. TONEY LLC 401(K) PLAN | - | 5 | $137,877 | $137,167 | $27,433iApproximate average salary by contribution assumption: employee only about $685,835 at 4% or $457,223 at 6%; with 50% employer match about $457,223 at 4% or $304,816 at 6%; with 100% employer match about $342,918 at 4% or $228,612 at 6%. |