Civic Intelligence

Shah & Associates

Plan context: Shah & Associates 401(K) Profit Sharing Plan

EIN 90-1033639 • Chino Hills, CA • 18 filings • 4 plans

14778 Pipeline AvenueSuite AChino Hills, CA 91709
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$8,332,077

2023 Contributions

$119,482

Historical Graphs

Total Assets Over Time

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

$9,263,092$4,631,546$0201320182023YearValue
$8,332,077Latest year 2023

Participants Over Time

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

740201320182023YearValue
7Latest 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
202317$8,332,077$119,482$17,069iApproximate average salary by contribution assumption: employee only about $426,721 at 4% or $284,481 at 6%; with 50% employer match about $284,481 at 4% or $189,654 at 6%; with 100% employer match about $213,361 at 4% or $142,240 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-7$8,332,077$119,482$17,069iApproximate average salary by contribution assumption: employee only about $426,721 at 4% or $284,481 at 6%; with 50% employer match about $284,481 at 4% or $189,654 at 6%; with 100% employer match about $213,361 at 4% or $142,240 at 6%.
202216$7,176,870$115,935$19,323iApproximate average salary by contribution assumption: employee only about $483,063 at 4% or $322,042 at 6%; with 50% employer match about $322,042 at 4% or $214,694 at 6%; with 100% employer match about $241,531 at 4% or $161,021 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-6$7,176,870$115,935$19,323iApproximate average salary by contribution assumption: employee only about $483,063 at 4% or $322,042 at 6%; with 50% employer match about $322,042 at 4% or $214,694 at 6%; with 100% employer match about $241,531 at 4% or $161,021 at 6%.
202115$9,263,092$128,653$25,731iApproximate average salary by contribution assumption: employee only about $643,265 at 4% or $428,843 at 6%; with 50% employer match about $428,843 at 4% or $285,896 at 6%; with 100% employer match about $321,633 at 4% or $214,422 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-5$9,263,092$128,653$25,731iApproximate average salary by contribution assumption: employee only about $643,265 at 4% or $428,843 at 6%; with 50% employer match about $428,843 at 4% or $285,896 at 6%; with 100% employer match about $321,633 at 4% or $214,422 at 6%.
202016$8,223,389$105,803$17,634iApproximate average salary by contribution assumption: employee only about $440,846 at 4% or $293,897 at 6%; with 50% employer match about $293,897 at 4% or $195,931 at 6%; with 100% employer match about $220,423 at 4% or $146,949 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-6$8,223,389$105,803$17,634iApproximate average salary by contribution assumption: employee only about $440,846 at 4% or $293,897 at 6%; with 50% employer match about $293,897 at 4% or $195,931 at 6%; with 100% employer match about $220,423 at 4% or $146,949 at 6%.
201926$5,865,476$3,941,424$656,904iApproximate average salary by contribution assumption: employee only about $16,422,600 at 4% or $10,948,400 at 6%; with 50% employer match about $10,948,400 at 4% or $7,298,933 at 6%; with 100% employer match about $8,211,300 at 4% or $5,474,200 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-6$5,865,476$3,941,424$656,904iApproximate average salary by contribution assumption: employee only about $16,422,600 at 4% or $10,948,400 at 6%; with 50% employer match about $10,948,400 at 4% or $7,298,933 at 6%; with 100% employer match about $8,211,300 at 4% or $5,474,200 at 6%.
SHAH & ASSOCIATES DEFINED BENEFIT PENSION PLAN-0---
201825$4,677,606$568,925$113,785iApproximate average salary by contribution assumption: employee only about $2,844,625 at 4% or $1,896,417 at 6%; with 50% employer match about $1,896,417 at 4% or $1,264,278 at 6%; with 100% employer match about $1,422,313 at 4% or $948,208 at 6%.
SHAH & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$3,297,851$500,000$166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-5$1,379,755$68,925$13,785iApproximate average salary by contribution assumption: employee only about $344,625 at 4% or $229,750 at 6%; with 50% employer match about $229,750 at 4% or $153,167 at 6%; with 100% employer match about $172,313 at 4% or $114,875 at 6%.
201726$4,359,256$462,484$77,081iApproximate average salary by contribution assumption: employee only about $1,927,017 at 4% or $1,284,678 at 6%; with 50% employer match about $1,284,678 at 4% or $856,452 at 6%; with 100% employer match about $963,508 at 4% or $642,339 at 6%.
SHAH & ASSOCIATES DEFINED BENEFIT PENSION PLAN-4$3,020,726$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-6$1,338,530$62,484$10,414iApproximate average salary by contribution assumption: employee only about $260,350 at 4% or $173,567 at 6%; with 50% employer match about $173,567 at 4% or $115,711 at 6%; with 100% employer match about $130,175 at 4% or $86,783 at 6%.
201627$3,245,124$363,584$51,941iApproximate average salary by contribution assumption: employee only about $1,298,514 at 4% or $865,676 at 6%; with 50% employer match about $865,676 at 4% or $577,117 at 6%; with 100% employer match about $649,257 at 4% or $432,838 at 6%.
SHAH & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$2,202,063$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-7$1,043,061$63,584$9,083iApproximate average salary by contribution assumption: employee only about $227,086 at 4% or $151,390 at 6%; with 50% employer match about $151,390 at 4% or $100,927 at 6%; with 100% employer match about $113,543 at 4% or $75,695 at 6%.
201526$2,844,034$1,151,115$191,853iApproximate average salary by contribution assumption: employee only about $4,796,313 at 4% or $3,197,542 at 6%; with 50% employer match about $3,197,542 at 4% or $2,131,694 at 6%; with 100% employer match about $2,398,156 at 4% or $1,598,771 at 6%.
SHAH & ASSOCIATES DEFINED BENEFIT PENSION PLAN-3$1,922,528$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-6$921,506$851,115$141,853iApproximate average salary by contribution assumption: employee only about $3,546,313 at 4% or $2,364,208 at 6%; with 50% employer match about $2,364,208 at 4% or $1,576,139 at 6%; with 100% employer match about $1,773,156 at 4% or $1,182,104 at 6%.
201425$1,735,817$353,413$70,683iApproximate average salary by contribution assumption: employee only about $1,767,065 at 4% or $1,178,043 at 6%; with 50% employer match about $1,178,043 at 4% or $785,362 at 6%; with 100% employer match about $883,533 at 4% or $589,022 at 6%.
SHAH & ASSOCIATES DEFINED BENEFIT PENSION PLAN-2$1,627,762$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-5$108,055$53,413$10,683iApproximate average salary by contribution assumption: employee only about $267,065 at 4% or $178,043 at 6%; with 50% employer match about $178,043 at 4% or $118,696 at 6%; with 100% employer match about $133,533 at 4% or $89,022 at 6%.
201325$1,306,215$500,460$100,092iApproximate average salary by contribution assumption: employee only about $2,502,300 at 4% or $1,668,200 at 6%; with 50% employer match about $1,668,200 at 4% or $1,112,133 at 6%; with 100% employer match about $1,251,150 at 4% or $834,100 at 6%.
SIDDHARTH SHAH DEFINED BENEFIT PENSION PLAN-2$1,244,673$450,000$225,000iApproximate average salary by contribution assumption: employee only about $5,625,000 at 4% or $3,750,000 at 6%; with 50% employer match about $3,750,000 at 4% or $2,500,000 at 6%; with 100% employer match about $2,812,500 at 4% or $1,875,000 at 6%.
Shah & Associates 401(K) Profit Sharing Plan-5$61,542$50,460$10,092iApproximate average salary by contribution assumption: employee only about $252,300 at 4% or $168,200 at 6%; with 50% employer match about $168,200 at 4% or $112,133 at 6%; with 100% employer match about $126,150 at 4% or $84,100 at 6%.