Civic Intelligence

Doug & Barbi Sheffer

Plan context: Sheffer Retirement Plan

EIN 84-1093874 • Basalt, CO • 17 filings • 1 plans

P.O. Box 2763Basalt, CO 81621
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$66,143

2017 Contributions

$762

Historical Graphs

Total Assets Over Time

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

$564,309$282,155$0200020092016YearValue
$66,143Latest year 2016

Participants Over Time

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

630200020092016YearValue
2Latest year 2016

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
201710$0$762-
Sheffer Retirement Plan-0$0$762-
201612$66,143$15,218$7,609iApproximate average salary by contribution assumption: employee only about $190,225 at 4% or $126,817 at 6%; with 50% employer match about $126,817 at 4% or $84,544 at 6%; with 100% employer match about $95,113 at 4% or $63,408 at 6%.
Sheffer Retirement Plan-2$66,143$15,218$7,609iApproximate average salary by contribution assumption: employee only about $190,225 at 4% or $126,817 at 6%; with 50% employer match about $126,817 at 4% or $84,544 at 6%; with 100% employer match about $95,113 at 4% or $63,408 at 6%.
201514$277,601$18,998$4,750iApproximate average salary by contribution assumption: employee only about $118,738 at 4% or $79,158 at 6%; with 50% employer match about $79,158 at 4% or $52,772 at 6%; with 100% employer match about $59,369 at 4% or $39,579 at 6%.
Sheffer Retirement Plan-4$277,601$18,998$4,750iApproximate average salary by contribution assumption: employee only about $118,738 at 4% or $79,158 at 6%; with 50% employer match about $79,158 at 4% or $52,772 at 6%; with 100% employer match about $59,369 at 4% or $39,579 at 6%.
201415$564,309$30,176$6,035iApproximate average salary by contribution assumption: employee only about $150,880 at 4% or $100,587 at 6%; with 50% employer match about $100,587 at 4% or $67,058 at 6%; with 100% employer match about $75,440 at 4% or $50,293 at 6%.
Sheffer Retirement Plan-5$564,309$30,176$6,035iApproximate average salary by contribution assumption: employee only about $150,880 at 4% or $100,587 at 6%; with 50% employer match about $100,587 at 4% or $67,058 at 6%; with 100% employer match about $75,440 at 4% or $50,293 at 6%.
201315$507,626$27,250$5,450iApproximate average salary by contribution assumption: employee only about $136,250 at 4% or $90,833 at 6%; with 50% employer match about $90,833 at 4% or $60,556 at 6%; with 100% employer match about $68,125 at 4% or $45,417 at 6%.
Sheffer Retirement Plan-5$507,626$27,250$5,450iApproximate average salary by contribution assumption: employee only about $136,250 at 4% or $90,833 at 6%; with 50% employer match about $90,833 at 4% or $60,556 at 6%; with 100% employer match about $68,125 at 4% or $45,417 at 6%.
201215$406,302$26,065$5,213iApproximate average salary by contribution assumption: employee only about $130,325 at 4% or $86,883 at 6%; with 50% employer match about $86,883 at 4% or $57,922 at 6%; with 100% employer match about $65,163 at 4% or $43,442 at 6%.
Sheffer Retirement Plan-5$406,302$26,065$5,213iApproximate average salary by contribution assumption: employee only about $130,325 at 4% or $86,883 at 6%; with 50% employer match about $86,883 at 4% or $57,922 at 6%; with 100% employer match about $65,163 at 4% or $43,442 at 6%.
201115$341,359$25,356$5,071iApproximate average salary by contribution assumption: employee only about $126,780 at 4% or $84,520 at 6%; with 50% employer match about $84,520 at 4% or $56,347 at 6%; with 100% employer match about $63,390 at 4% or $42,260 at 6%.
Sheffer Retirement Plan-5$341,359$25,356$5,071iApproximate average salary by contribution assumption: employee only about $126,780 at 4% or $84,520 at 6%; with 50% employer match about $84,520 at 4% or $56,347 at 6%; with 100% employer match about $63,390 at 4% or $42,260 at 6%.
201015$325,517$31,488$6,298iApproximate average salary by contribution assumption: employee only about $157,440 at 4% or $104,960 at 6%; with 50% employer match about $104,960 at 4% or $69,973 at 6%; with 100% employer match about $78,720 at 4% or $52,480 at 6%.
Sheffer Retirement Plan-5$325,517$31,488$6,298iApproximate average salary by contribution assumption: employee only about $157,440 at 4% or $104,960 at 6%; with 50% employer match about $104,960 at 4% or $69,973 at 6%; with 100% employer match about $78,720 at 4% or $52,480 at 6%.
200915$259,767$31,240$6,248iApproximate average salary by contribution assumption: employee only about $156,200 at 4% or $104,133 at 6%; with 50% employer match about $104,133 at 4% or $69,422 at 6%; with 100% employer match about $78,100 at 4% or $52,067 at 6%.
Sheffer Retirement Plan-5$259,767$31,240$6,248iApproximate average salary by contribution assumption: employee only about $156,200 at 4% or $104,133 at 6%; with 50% employer match about $104,133 at 4% or $69,422 at 6%; with 100% employer match about $78,100 at 4% or $52,067 at 6%.
200815$184,955$31,450$6,290iApproximate average salary by contribution assumption: employee only about $157,250 at 4% or $104,833 at 6%; with 50% employer match about $104,833 at 4% or $69,889 at 6%; with 100% employer match about $78,625 at 4% or $52,417 at 6%.
Sheffer Retirement Plan-5$184,955$31,450$6,290iApproximate average salary by contribution assumption: employee only about $157,250 at 4% or $104,833 at 6%; with 50% employer match about $104,833 at 4% or $69,889 at 6%; with 100% employer match about $78,625 at 4% or $52,417 at 6%.
200715$0$0-
Sheffer Retirement Plan-5---
200515$145,736$26,204$5,241iApproximate average salary by contribution assumption: employee only about $131,020 at 4% or $87,347 at 6%; with 50% employer match about $87,347 at 4% or $58,231 at 6%; with 100% employer match about $65,510 at 4% or $43,673 at 6%.
Sheffer Retirement Plan-5$145,736$26,204$5,241iApproximate average salary by contribution assumption: employee only about $131,020 at 4% or $87,347 at 6%; with 50% employer match about $87,347 at 4% or $58,231 at 6%; with 100% employer match about $65,510 at 4% or $43,673 at 6%.
200415$112,948$20,148$4,030iApproximate average salary by contribution assumption: employee only about $100,740 at 4% or $67,160 at 6%; with 50% employer match about $67,160 at 4% or $44,773 at 6%; with 100% employer match about $50,370 at 4% or $33,580 at 6%.
Sheffer Retirement Plan-5$112,948$20,148$4,030iApproximate average salary by contribution assumption: employee only about $100,740 at 4% or $67,160 at 6%; with 50% employer match about $67,160 at 4% or $44,773 at 6%; with 100% employer match about $50,370 at 4% or $33,580 at 6%.
200315$85,024$19,108$3,822iApproximate average salary by contribution assumption: employee only about $95,540 at 4% or $63,693 at 6%; with 50% employer match about $63,693 at 4% or $42,462 at 6%; with 100% employer match about $47,770 at 4% or $31,847 at 6%.
Sheffer Retirement Plan-5$85,024$19,108$3,822iApproximate average salary by contribution assumption: employee only about $95,540 at 4% or $63,693 at 6%; with 50% employer match about $63,693 at 4% or $42,462 at 6%; with 100% employer match about $47,770 at 4% or $31,847 at 6%.
200214$57,581$16,368$4,092iApproximate average salary by contribution assumption: employee only about $102,300 at 4% or $68,200 at 6%; with 50% employer match about $68,200 at 4% or $45,467 at 6%; with 100% employer match about $51,150 at 4% or $34,100 at 6%.
Sheffer Retirement Plan-4$57,581$16,368$4,092iApproximate average salary by contribution assumption: employee only about $102,300 at 4% or $68,200 at 6%; with 50% employer match about $68,200 at 4% or $45,467 at 6%; with 100% employer match about $51,150 at 4% or $34,100 at 6%.
200114$110,554$24,497$6,124iApproximate average salary by contribution assumption: employee only about $153,106 at 4% or $102,071 at 6%; with 50% employer match about $102,071 at 4% or $68,047 at 6%; with 100% employer match about $76,553 at 4% or $51,035 at 6%.
Sheffer Retirement Plan-4$110,554$24,497$6,124iApproximate average salary by contribution assumption: employee only about $153,106 at 4% or $102,071 at 6%; with 50% employer match about $102,071 at 4% or $68,047 at 6%; with 100% employer match about $76,553 at 4% or $51,035 at 6%.
200016$85,119$22,823$3,804iApproximate average salary by contribution assumption: employee only about $95,096 at 4% or $63,397 at 6%; with 50% employer match about $63,397 at 4% or $42,265 at 6%; with 100% employer match about $47,548 at 4% or $31,699 at 6%.
Sheffer Retirement Plan-6$85,119$22,823$3,804iApproximate average salary by contribution assumption: employee only about $95,096 at 4% or $63,397 at 6%; with 50% employer match about $63,397 at 4% or $42,265 at 6%; with 100% employer match about $47,548 at 4% or $31,699 at 6%.