Civic Intelligence

Richard P. Sheetz CPA PC

Plan context: Richard P Sheetz CPA PC 401(K) Profit Sharing Plan

EIN 93-0891445 • Portland, OR • 12 filings • 4 plans

9700 SW Capitol Hwy Ste 285Portland, OR 97219
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$119,551

2016 Contributions

$23,966

Historical Graphs

Total Assets Over Time

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

$477,314$238,657$0200520102015YearValue
$119,551Latest year 2015

Participants Over Time

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

320200520102015YearValue
1Latest year 2015

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
201610$0$0-
Richard P Sheetz CPA PC 401(K) Profit Sharing Plan-0---
201511$119,551$0-
Richard P Sheetz CPA PC 401(K) Profit Sharing Plan-1$119,551--
201413$132,750$23,966$7,989iApproximate average salary by contribution assumption: employee only about $199,717 at 4% or $133,144 at 6%; with 50% employer match about $133,144 at 4% or $88,763 at 6%; with 100% employer match about $99,858 at 4% or $66,572 at 6%.
Richard P Sheetz CPA PC 401(K) Profit Sharing Plan-3$132,750$23,966$7,989iApproximate average salary by contribution assumption: employee only about $199,717 at 4% or $133,144 at 6%; with 50% employer match about $133,144 at 4% or $88,763 at 6%; with 100% employer match about $99,858 at 4% or $66,572 at 6%.
201313$115,701$24,267$8,089iApproximate average salary by contribution assumption: employee only about $202,225 at 4% or $134,817 at 6%; with 50% employer match about $134,817 at 4% or $89,878 at 6%; with 100% employer match about $101,113 at 4% or $67,408 at 6%.
Richard P Sheetz CPA PC 401(K) Profit Sharing Plan-3$115,701$24,267$8,089iApproximate average salary by contribution assumption: employee only about $202,225 at 4% or $134,817 at 6%; with 50% employer match about $134,817 at 4% or $89,878 at 6%; with 100% employer match about $101,113 at 4% or $67,408 at 6%.
201213$73,275$29,681$9,894iApproximate average salary by contribution assumption: employee only about $247,342 at 4% or $164,894 at 6%; with 50% employer match about $164,894 at 4% or $109,930 at 6%; with 100% employer match about $123,671 at 4% or $82,447 at 6%.
Richard P Sheetz CPA PC 401(K) Profit Sharing Plan-3$73,275$29,681$9,894iApproximate average salary by contribution assumption: employee only about $247,342 at 4% or $164,894 at 6%; with 50% employer match about $164,894 at 4% or $109,930 at 6%; with 100% employer match about $123,671 at 4% or $82,447 at 6%.
201113$59,671$40,330$13,443iApproximate average salary by contribution assumption: employee only about $336,083 at 4% or $224,056 at 6%; with 50% employer match about $224,056 at 4% or $149,370 at 6%; with 100% employer match about $168,042 at 4% or $112,028 at 6%.
Richard P Sheetz CPA PC 401(K) Profit Sharing Plan-3$59,671$40,330$13,443iApproximate average salary by contribution assumption: employee only about $336,083 at 4% or $224,056 at 6%; with 50% employer match about $224,056 at 4% or $149,370 at 6%; with 100% employer match about $168,042 at 4% or $112,028 at 6%.
201013$49,254$47,635$15,878iApproximate average salary by contribution assumption: employee only about $396,958 at 4% or $264,639 at 6%; with 50% employer match about $264,639 at 4% or $176,426 at 6%; with 100% employer match about $198,479 at 4% or $132,319 at 6%.
Richard P Sheetz CPA PC 401(K) Profit Sharing Plan-3$49,254$47,635$15,878iApproximate average salary by contribution assumption: employee only about $396,958 at 4% or $264,639 at 6%; with 50% employer match about $264,639 at 4% or $176,426 at 6%; with 100% employer match about $198,479 at 4% or $132,319 at 6%.
200912$51,431$37,978$18,989iApproximate average salary by contribution assumption: employee only about $474,725 at 4% or $316,483 at 6%; with 50% employer match about $316,483 at 4% or $210,989 at 6%; with 100% employer match about $237,363 at 4% or $158,242 at 6%.
Richard P Sheetz CPA PC 401(K) Profit Sharing Plan-2$51,431$37,978$18,989iApproximate average salary by contribution assumption: employee only about $474,725 at 4% or $316,483 at 6%; with 50% employer match about $316,483 at 4% or $210,989 at 6%; with 100% employer match about $237,363 at 4% or $158,242 at 6%.
200813$366,619$31,030$10,343iApproximate average salary by contribution assumption: employee only about $258,583 at 4% or $172,389 at 6%; with 50% employer match about $172,389 at 4% or $114,926 at 6%; with 100% employer match about $129,292 at 4% or $86,194 at 6%.
Richard P. Sheetz, CPA PC. Profit Sharing Plan-3$366,619$31,030$10,343iApproximate average salary by contribution assumption: employee only about $258,583 at 4% or $172,389 at 6%; with 50% employer match about $172,389 at 4% or $114,926 at 6%; with 100% employer match about $129,292 at 4% or $86,194 at 6%.
200713$477,314$30,494$10,165iApproximate average salary by contribution assumption: employee only about $254,117 at 4% or $169,411 at 6%; with 50% employer match about $169,411 at 4% or $112,941 at 6%; with 100% employer match about $127,058 at 4% or $84,706 at 6%.
Richard P. Sheetz, CPA PC. Profit Sharing Plan-3$477,314$30,494$10,165iApproximate average salary by contribution assumption: employee only about $254,117 at 4% or $169,411 at 6%; with 50% employer match about $169,411 at 4% or $112,941 at 6%; with 100% employer match about $127,058 at 4% or $84,706 at 6%.
200613$435,374$47,551$15,850iApproximate average salary by contribution assumption: employee only about $396,258 at 4% or $264,172 at 6%; with 50% employer match about $264,172 at 4% or $176,115 at 6%; with 100% employer match about $198,129 at 4% or $132,086 at 6%.
Richard P. Sheetz, CPA PC. Profit Sharing Plan-3$435,374$47,551$15,850iApproximate average salary by contribution assumption: employee only about $396,258 at 4% or $264,172 at 6%; with 50% employer match about $264,172 at 4% or $176,115 at 6%; with 100% employer match about $198,129 at 4% or $132,086 at 6%.
200512$341,352$43,317$21,659iApproximate average salary by contribution assumption: employee only about $541,463 at 4% or $360,975 at 6%; with 50% employer match about $360,975 at 4% or $240,650 at 6%; with 100% employer match about $270,731 at 4% or $180,488 at 6%.
Richard P. Sheetz, CPA PC. Profit Sharing Plan-2$341,352$43,317$21,659iApproximate average salary by contribution assumption: employee only about $541,463 at 4% or $360,975 at 6%; with 50% employer match about $360,975 at 4% or $240,650 at 6%; with 100% employer match about $270,731 at 4% or $180,488 at 6%.