Civic Intelligence

James L Shook CPA PC

Plan context: James L Shook CPA PC Profit Sharing Plan

EIN 93-1143981 • Tigard, OR • 24 filings • 4 plans

7410 SW Beveland RdTigard, OR 97223-8658
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$109,619

2024 Contributions

$109,915

Historical Graphs

Total Assets Over Time

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

$1,533,382$766,691$0200220132023YearValue
$109,619Latest year 2023

Participants Over Time

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

950200120122023YearValue
8Latest 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
202410$0$0-
James L Shook CPA PC Profit Sharing Plan-0$0$0-
202318$109,619$109,915$13,739iApproximate average salary by contribution assumption: employee only about $343,484 at 4% or $228,990 at 6%; with 50% employer match about $228,990 at 4% or $152,660 at 6%; with 100% employer match about $171,742 at 4% or $114,495 at 6%.
James L Shook CPA PC Profit Sharing Plan-8$109,619$109,915$13,739iApproximate average salary by contribution assumption: employee only about $343,484 at 4% or $228,990 at 6%; with 50% employer match about $228,990 at 4% or $152,660 at 6%; with 100% employer match about $171,742 at 4% or $114,495 at 6%.
202219$1,430,798$138,333$15,370iApproximate average salary by contribution assumption: employee only about $384,258 at 4% or $256,172 at 6%; with 50% employer match about $256,172 at 4% or $170,781 at 6%; with 100% employer match about $192,129 at 4% or $128,086 at 6%.
James L Shook CPA PC Profit Sharing Plan-9$1,430,798$138,333$15,370iApproximate average salary by contribution assumption: employee only about $384,258 at 4% or $256,172 at 6%; with 50% employer match about $256,172 at 4% or $170,781 at 6%; with 100% employer match about $192,129 at 4% or $128,086 at 6%.
202119$1,533,382$118,012$13,112iApproximate average salary by contribution assumption: employee only about $327,811 at 4% or $218,541 at 6%; with 50% employer match about $218,541 at 4% or $145,694 at 6%; with 100% employer match about $163,906 at 4% or $109,270 at 6%.
James L Shook CPA PC Profit Sharing Plan-9$1,533,382$118,012$13,112iApproximate average salary by contribution assumption: employee only about $327,811 at 4% or $218,541 at 6%; with 50% employer match about $218,541 at 4% or $145,694 at 6%; with 100% employer match about $163,906 at 4% or $109,270 at 6%.
202018$1,335,013$112,748$14,094iApproximate average salary by contribution assumption: employee only about $352,338 at 4% or $234,892 at 6%; with 50% employer match about $234,892 at 4% or $156,594 at 6%; with 100% employer match about $176,169 at 4% or $117,446 at 6%.
James L Shook CPA PC Profit Sharing Plan-8$1,335,013$112,748$14,094iApproximate average salary by contribution assumption: employee only about $352,338 at 4% or $234,892 at 6%; with 50% employer match about $234,892 at 4% or $156,594 at 6%; with 100% employer match about $176,169 at 4% or $117,446 at 6%.
201917$1,295,368$111,644$15,949iApproximate average salary by contribution assumption: employee only about $398,729 at 4% or $265,819 at 6%; with 50% employer match about $265,819 at 4% or $177,213 at 6%; with 100% employer match about $199,364 at 4% or $132,910 at 6%.
James L Shook CPA PC Profit Sharing Plan-7$1,295,368$111,644$15,949iApproximate average salary by contribution assumption: employee only about $398,729 at 4% or $265,819 at 6%; with 50% employer match about $265,819 at 4% or $177,213 at 6%; with 100% employer match about $199,364 at 4% or $132,910 at 6%.
201816$993,730$97,920$16,320iApproximate average salary by contribution assumption: employee only about $408,000 at 4% or $272,000 at 6%; with 50% employer match about $272,000 at 4% or $181,333 at 6%; with 100% employer match about $204,000 at 4% or $136,000 at 6%.
James L Shook CPA PC Profit Sharing Plan-6$993,730$97,920$16,320iApproximate average salary by contribution assumption: employee only about $408,000 at 4% or $272,000 at 6%; with 50% employer match about $272,000 at 4% or $181,333 at 6%; with 100% employer match about $204,000 at 4% or $136,000 at 6%.
201716$932,646$84,312$14,052iApproximate average salary by contribution assumption: employee only about $351,300 at 4% or $234,200 at 6%; with 50% employer match about $234,200 at 4% or $156,133 at 6%; with 100% employer match about $175,650 at 4% or $117,100 at 6%.
James L Shook CPA PC Profit Sharing Plan-6$932,646$84,312$14,052iApproximate average salary by contribution assumption: employee only about $351,300 at 4% or $234,200 at 6%; with 50% employer match about $234,200 at 4% or $156,133 at 6%; with 100% employer match about $175,650 at 4% or $117,100 at 6%.
201615$758,239$68,440$13,688iApproximate average salary by contribution assumption: employee only about $342,200 at 4% or $228,133 at 6%; with 50% employer match about $228,133 at 4% or $152,089 at 6%; with 100% employer match about $171,100 at 4% or $114,067 at 6%.
James L Shook CPA PC Profit Sharing Plan-5$758,239$68,440$13,688iApproximate average salary by contribution assumption: employee only about $342,200 at 4% or $228,133 at 6%; with 50% employer match about $228,133 at 4% or $152,089 at 6%; with 100% employer match about $171,100 at 4% or $114,067 at 6%.
201514$644,607$55,634$13,909iApproximate average salary by contribution assumption: employee only about $347,713 at 4% or $231,808 at 6%; with 50% employer match about $231,808 at 4% or $154,539 at 6%; with 100% employer match about $173,856 at 4% or $115,904 at 6%.
James L Shook CPA PC Profit Sharing Plan-4$644,607$55,634$13,909iApproximate average salary by contribution assumption: employee only about $347,713 at 4% or $231,808 at 6%; with 50% employer match about $231,808 at 4% or $154,539 at 6%; with 100% employer match about $173,856 at 4% or $115,904 at 6%.
201414$596,218$90,109$22,527iApproximate average salary by contribution assumption: employee only about $563,181 at 4% or $375,454 at 6%; with 50% employer match about $375,454 at 4% or $250,303 at 6%; with 100% employer match about $281,591 at 4% or $187,727 at 6%.
James L Shook CPA PC Profit Sharing Plan-4$596,218$90,109$22,527iApproximate average salary by contribution assumption: employee only about $563,181 at 4% or $375,454 at 6%; with 50% employer match about $375,454 at 4% or $250,303 at 6%; with 100% employer match about $281,591 at 4% or $187,727 at 6%.
201316$678,788$64,602$10,767iApproximate average salary by contribution assumption: employee only about $269,175 at 4% or $179,450 at 6%; with 50% employer match about $179,450 at 4% or $119,633 at 6%; with 100% employer match about $134,588 at 4% or $89,725 at 6%.
James L Shook CPA PC Profit Sharing Plan-6$678,788$64,602$10,767iApproximate average salary by contribution assumption: employee only about $269,175 at 4% or $179,450 at 6%; with 50% employer match about $179,450 at 4% or $119,633 at 6%; with 100% employer match about $134,588 at 4% or $89,725 at 6%.
201216$532,453$85,406$14,234iApproximate average salary by contribution assumption: employee only about $355,858 at 4% or $237,239 at 6%; with 50% employer match about $237,239 at 4% or $158,159 at 6%; with 100% employer match about $177,929 at 4% or $118,619 at 6%.
James L Shook CPA PC Profit Sharing Plan-6$532,453$85,406$14,234iApproximate average salary by contribution assumption: employee only about $355,858 at 4% or $237,239 at 6%; with 50% employer match about $237,239 at 4% or $158,159 at 6%; with 100% employer match about $177,929 at 4% or $118,619 at 6%.
201116$397,442$29,802$4,967iApproximate average salary by contribution assumption: employee only about $124,175 at 4% or $82,783 at 6%; with 50% employer match about $82,783 at 4% or $55,189 at 6%; with 100% employer match about $62,088 at 4% or $41,392 at 6%.
James L Shook CPA PC Profit Sharing Plan-6$397,442$29,802$4,967iApproximate average salary by contribution assumption: employee only about $124,175 at 4% or $82,783 at 6%; with 50% employer match about $82,783 at 4% or $55,189 at 6%; with 100% employer match about $62,088 at 4% or $41,392 at 6%.
201017$412,902$26,000$3,714iApproximate average salary by contribution assumption: employee only about $92,857 at 4% or $61,905 at 6%; with 50% employer match about $61,905 at 4% or $41,270 at 6%; with 100% employer match about $46,429 at 4% or $30,952 at 6%.
James L Shook CPA PC Profit Sharing Plan-7$412,902$26,000$3,714iApproximate average salary by contribution assumption: employee only about $92,857 at 4% or $61,905 at 6%; with 50% employer match about $61,905 at 4% or $41,270 at 6%; with 100% employer match about $46,429 at 4% or $30,952 at 6%.
200915$338,517$40,600$8,120iApproximate average salary by contribution assumption: employee only about $203,000 at 4% or $135,333 at 6%; with 50% employer match about $135,333 at 4% or $90,222 at 6%; with 100% employer match about $101,500 at 4% or $67,667 at 6%.
James L Shook CPA PC Profit Sharing Plan-5$338,517$40,600$8,120iApproximate average salary by contribution assumption: employee only about $203,000 at 4% or $135,333 at 6%; with 50% employer match about $135,333 at 4% or $90,222 at 6%; with 100% employer match about $101,500 at 4% or $67,667 at 6%.
200816$230,211$46,500$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
James L Shook CPA PC Profit Sharing Plan-6$230,211$46,500$7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%.
200716$0$0-
James L Shook CPA PC Profit Sharing Plan-6---
200616$231,813$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
James L Shook CPA PC Profit Sharing Plan-6$231,813$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200515$179,905$31,500$6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%.
James L Shook CPA PC Profit Sharing Plan-5$179,905$31,500$6,300iApproximate average salary by contribution assumption: employee only about $157,500 at 4% or $105,000 at 6%; with 50% employer match about $105,000 at 4% or $70,000 at 6%; with 100% employer match about $78,750 at 4% or $52,500 at 6%.
200413$143,629$33,300$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
James L Shook CPA PC Profit Sharing Plan-3$143,629$33,300$11,100iApproximate average salary by contribution assumption: employee only about $277,500 at 4% or $185,000 at 6%; with 50% employer match about $185,000 at 4% or $123,333 at 6%; with 100% employer match about $138,750 at 4% or $92,500 at 6%.
200314$102,576$26,500$6,625iApproximate average salary by contribution assumption: employee only about $165,625 at 4% or $110,417 at 6%; with 50% employer match about $110,417 at 4% or $73,611 at 6%; with 100% employer match about $82,813 at 4% or $55,208 at 6%.
James L Shook CPA PC Profit Sharing Plan-4$102,576$26,500$6,625iApproximate average salary by contribution assumption: employee only about $165,625 at 4% or $110,417 at 6%; with 50% employer match about $110,417 at 4% or $73,611 at 6%; with 100% employer match about $82,813 at 4% or $55,208 at 6%.
200213$60,941$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
James L Shook CPA PC Profit Sharing Plan-3$60,941$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
200112$0$0-
James L Shook CPA PC Profit Sharing Plan-2---