Current Snapshot
Latest Year
2017
2017 Participants
12
2017 Assets
$2,488,302
2017 Contributions
$182,034
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $182,034 | - |
| Shaw Valenza LLP | - | 0 | - | $182,034 | - |
| 2016 | 1 | 12 | $2,488,302 | $263,039 | $21,920iApproximate average salary by contribution assumption: employee only about $547,998 at 4% or $365,332 at 6%; with 50% employer match about $365,332 at 4% or $243,555 at 6%; with 100% employer match about $273,999 at 4% or $182,666 at 6%. |
| Shaw Valenza LLP | - | 12 | $2,488,302 | $263,039 | $21,920iApproximate average salary by contribution assumption: employee only about $547,998 at 4% or $365,332 at 6%; with 50% employer match about $365,332 at 4% or $243,555 at 6%; with 100% employer match about $273,999 at 4% or $182,666 at 6%. |
| 2015 | 1 | 12 | $2,161,647 | $235,961 | $19,663iApproximate average salary by contribution assumption: employee only about $491,585 at 4% or $327,724 at 6%; with 50% employer match about $327,724 at 4% or $218,482 at 6%; with 100% employer match about $245,793 at 4% or $163,862 at 6%. |
| Shaw Valenza LLP | - | 12 | $2,161,647 | $235,961 | $19,663iApproximate average salary by contribution assumption: employee only about $491,585 at 4% or $327,724 at 6%; with 50% employer match about $327,724 at 4% or $218,482 at 6%; with 100% employer match about $245,793 at 4% or $163,862 at 6%. |
| 2014 | 1 | 14 | $1,986,696 | $234,796 | $16,771iApproximate average salary by contribution assumption: employee only about $419,279 at 4% or $279,519 at 6%; with 50% employer match about $279,519 at 4% or $186,346 at 6%; with 100% employer match about $209,639 at 4% or $139,760 at 6%. |
| Shaw Valenza LLP | - | 14 | $1,986,696 | $234,796 | $16,771iApproximate average salary by contribution assumption: employee only about $419,279 at 4% or $279,519 at 6%; with 50% employer match about $279,519 at 4% or $186,346 at 6%; with 100% employer match about $209,639 at 4% or $139,760 at 6%. |
| 2013 | 1 | 14 | $1,718,946 | $193,282 | $13,806iApproximate average salary by contribution assumption: employee only about $345,146 at 4% or $230,098 at 6%; with 50% employer match about $230,098 at 4% or $153,398 at 6%; with 100% employer match about $172,573 at 4% or $115,049 at 6%. |
| Shaw Valenza LLP | - | 14 | $1,718,946 | $193,282 | $13,806iApproximate average salary by contribution assumption: employee only about $345,146 at 4% or $230,098 at 6%; with 50% employer match about $230,098 at 4% or $153,398 at 6%; with 100% employer match about $172,573 at 4% or $115,049 at 6%. |
| 2012 | 1 | 12 | $1,457,334 | $221,631 | $18,469iApproximate average salary by contribution assumption: employee only about $461,731 at 4% or $307,821 at 6%; with 50% employer match about $307,821 at 4% or $205,214 at 6%; with 100% employer match about $230,866 at 4% or $153,910 at 6%. |
| Shaw Valenza LLP | - | 12 | $1,457,334 | $221,631 | $18,469iApproximate average salary by contribution assumption: employee only about $461,731 at 4% or $307,821 at 6%; with 50% employer match about $307,821 at 4% or $205,214 at 6%; with 100% employer match about $230,866 at 4% or $153,910 at 6%. |
| 2011 | 1 | 11 | $1,189,562 | $213,603 | $19,418iApproximate average salary by contribution assumption: employee only about $485,461 at 4% or $323,641 at 6%; with 50% employer match about $323,641 at 4% or $215,761 at 6%; with 100% employer match about $242,731 at 4% or $161,820 at 6%. |
| Shaw Valenza LLP | - | 11 | $1,189,562 | $213,603 | $19,418iApproximate average salary by contribution assumption: employee only about $485,461 at 4% or $323,641 at 6%; with 50% employer match about $323,641 at 4% or $215,761 at 6%; with 100% employer match about $242,731 at 4% or $161,820 at 6%. |
| 2010 | 1 | 10 | $1,034,475 | $190,387 | $19,039iApproximate average salary by contribution assumption: employee only about $475,968 at 4% or $317,312 at 6%; with 50% employer match about $317,312 at 4% or $211,541 at 6%; with 100% employer match about $237,984 at 4% or $158,656 at 6%. |
| Shaw Valenza LLP | - | 10 | $1,034,475 | $190,387 | $19,039iApproximate average salary by contribution assumption: employee only about $475,968 at 4% or $317,312 at 6%; with 50% employer match about $317,312 at 4% or $211,541 at 6%; with 100% employer match about $237,984 at 4% or $158,656 at 6%. |
| 2009 | 1 | 10 | $768,251 | $193,820 | $19,382iApproximate average salary by contribution assumption: employee only about $484,550 at 4% or $323,033 at 6%; with 50% employer match about $323,033 at 4% or $215,356 at 6%; with 100% employer match about $242,275 at 4% or $161,517 at 6%. |
| Shaw Valenza LLP | - | 10 | $768,251 | $193,820 | $19,382iApproximate average salary by contribution assumption: employee only about $484,550 at 4% or $323,033 at 6%; with 50% employer match about $323,033 at 4% or $215,356 at 6%; with 100% employer match about $242,275 at 4% or $161,517 at 6%. |
| 2008 | 1 | 12 | $449,182 | $222,823 | $18,569iApproximate average salary by contribution assumption: employee only about $464,215 at 4% or $309,476 at 6%; with 50% employer match about $309,476 at 4% or $206,318 at 6%; with 100% employer match about $232,107 at 4% or $154,738 at 6%. |
| Shaw Valenza LLP | - | 12 | $449,182 | $222,823 | $18,569iApproximate average salary by contribution assumption: employee only about $464,215 at 4% or $309,476 at 6%; with 50% employer match about $309,476 at 4% or $206,318 at 6%; with 100% employer match about $232,107 at 4% or $154,738 at 6%. |
| 2007 | 1 | 11 | $483,109 | $483,024 | $43,911iApproximate average salary by contribution assumption: employee only about $1,097,782 at 4% or $731,855 at 6%; with 50% employer match about $731,855 at 4% or $487,903 at 6%; with 100% employer match about $548,891 at 4% or $365,927 at 6%. |
| Shaw Valenza LLP | - | 11 | $483,109 | $483,024 | $43,911iApproximate average salary by contribution assumption: employee only about $1,097,782 at 4% or $731,855 at 6%; with 50% employer match about $731,855 at 4% or $487,903 at 6%; with 100% employer match about $548,891 at 4% or $365,927 at 6%. |