Civic Intelligence

Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc.

Plan context: Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan

EIN 94-1725414 • Sunnyvale, CA • 31 filings • 6 plans

877 W. Fremont Avenue, Suite G-1Sunnyvale, CA 94087
Current Snapshot

Latest Year

2019

2019 Participants

16

2019 Assets

$7,719,112

2019 Contributions

$299,525

Historical Graphs

Total Assets Over Time

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

$7,719,112$3,859,556$0199920112019YearValue
$7,719,112Latest year 2019

Participants Over Time

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

1680199920102019YearValue
16Latest year 2019

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
2019216$7,719,112$299,525$18,720iApproximate average salary by contribution assumption: employee only about $468,008 at 4% or $312,005 at 6%; with 50% employer match about $312,005 at 4% or $208,003 at 6%; with 100% employer match about $234,004 at 4% or $156,003 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-16$4,043,172$109,525$6,845iApproximate average salary by contribution assumption: employee only about $171,133 at 4% or $114,089 at 6%; with 50% employer match about $114,089 at 4% or $76,059 at 6%; with 100% employer match about $85,566 at 4% or $57,044 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-14$3,675,940$190,000$13,571iApproximate average salary by contribution assumption: employee only about $339,286 at 4% or $226,190 at 6%; with 50% employer match about $226,190 at 4% or $150,794 at 6%; with 100% employer match about $169,643 at 4% or $113,095 at 6%.
2018215$6,394,715$453,395$30,226iApproximate average salary by contribution assumption: employee only about $755,658 at 4% or $503,772 at 6%; with 50% employer match about $503,772 at 4% or $335,848 at 6%; with 100% employer match about $377,829 at 4% or $251,886 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-15$3,261,181$106,512$7,101iApproximate average salary by contribution assumption: employee only about $177,520 at 4% or $118,347 at 6%; with 50% employer match about $118,347 at 4% or $78,898 at 6%; with 100% employer match about $88,760 at 4% or $59,173 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-13$3,133,534$346,883$26,683iApproximate average salary by contribution assumption: employee only about $667,083 at 4% or $444,722 at 6%; with 50% employer match about $444,722 at 4% or $296,481 at 6%; with 100% employer match about $333,541 at 4% or $222,361 at 6%.
2017213$6,290,252$312,635$24,049iApproximate average salary by contribution assumption: employee only about $601,221 at 4% or $400,814 at 6%; with 50% employer match about $400,814 at 4% or $267,209 at 6%; with 100% employer match about $300,611 at 4% or $200,407 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-13$3,443,435$98,334$7,564iApproximate average salary by contribution assumption: employee only about $189,104 at 4% or $126,069 at 6%; with 50% employer match about $126,069 at 4% or $84,046 at 6%; with 100% employer match about $94,552 at 4% or $63,035 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-12$2,846,817$214,301$17,858iApproximate average salary by contribution assumption: employee only about $446,460 at 4% or $297,640 at 6%; with 50% employer match about $297,640 at 4% or $198,427 at 6%; with 100% employer match about $223,230 at 4% or $148,820 at 6%.
2016210$5,362,525$406,091$40,609iApproximate average salary by contribution assumption: employee only about $1,015,228 at 4% or $676,818 at 6%; with 50% employer match about $676,818 at 4% or $451,212 at 6%; with 100% employer match about $507,614 at 4% or $338,409 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-10$2,895,099$94,270$9,427iApproximate average salary by contribution assumption: employee only about $235,675 at 4% or $157,117 at 6%; with 50% employer match about $157,117 at 4% or $104,744 at 6%; with 100% employer match about $117,838 at 4% or $78,558 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-10$2,467,426$311,821$31,182iApproximate average salary by contribution assumption: employee only about $779,553 at 4% or $519,702 at 6%; with 50% employer match about $519,702 at 4% or $346,468 at 6%; with 100% employer match about $389,776 at 4% or $259,851 at 6%.
2015210$4,732,589$373,529$37,353iApproximate average salary by contribution assumption: employee only about $933,823 at 4% or $622,548 at 6%; with 50% employer match about $622,548 at 4% or $415,032 at 6%; with 100% employer match about $466,911 at 4% or $311,274 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-10$2,616,654$91,551$9,155iApproximate average salary by contribution assumption: employee only about $228,878 at 4% or $152,585 at 6%; with 50% employer match about $152,585 at 4% or $101,723 at 6%; with 100% employer match about $114,439 at 4% or $76,293 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-9$2,115,935$281,978$31,331iApproximate average salary by contribution assumption: employee only about $783,272 at 4% or $522,181 at 6%; with 50% employer match about $522,181 at 4% or $348,121 at 6%; with 100% employer match about $391,636 at 4% or $261,091 at 6%.
201426$4,525,139$236,377$39,396iApproximate average salary by contribution assumption: employee only about $984,904 at 4% or $656,603 at 6%; with 50% employer match about $656,603 at 4% or $437,735 at 6%; with 100% employer match about $492,452 at 4% or $328,301 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-6$2,663,351$86,377$14,396iApproximate average salary by contribution assumption: employee only about $359,904 at 4% or $239,936 at 6%; with 50% employer match about $239,936 at 4% or $159,957 at 6%; with 100% employer match about $179,952 at 4% or $119,968 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-6$1,861,788$150,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201327$4,349,660$389,508$55,644iApproximate average salary by contribution assumption: employee only about $1,391,100 at 4% or $927,400 at 6%; with 50% employer match about $927,400 at 4% or $618,267 at 6%; with 100% employer match about $695,550 at 4% or $463,700 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-7$2,620,034$89,508$12,787iApproximate average salary by contribution assumption: employee only about $319,671 at 4% or $213,114 at 6%; with 50% employer match about $213,114 at 4% or $142,076 at 6%; with 100% employer match about $159,836 at 4% or $106,557 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-7$1,729,626$300,000$42,857iApproximate average salary by contribution assumption: employee only about $1,071,429 at 4% or $714,286 at 6%; with 50% employer match about $714,286 at 4% or $476,190 at 6%; with 100% employer match about $535,714 at 4% or $357,143 at 6%.
201229$3,746,412$375,368$41,708iApproximate average salary by contribution assumption: employee only about $1,042,689 at 4% or $695,126 at 6%; with 50% employer match about $695,126 at 4% or $463,417 at 6%; with 100% employer match about $521,344 at 4% or $347,563 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-8$2,336,966$94,668$11,834iApproximate average salary by contribution assumption: employee only about $295,838 at 4% or $197,225 at 6%; with 50% employer match about $197,225 at 4% or $131,483 at 6%; with 100% employer match about $147,919 at 4% or $98,613 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-9$1,409,446$280,700$31,189iApproximate average salary by contribution assumption: employee only about $779,722 at 4% or $519,815 at 6%; with 50% employer match about $519,815 at 4% or $346,543 at 6%; with 100% employer match about $389,861 at 4% or $259,907 at 6%.
2011210$3,040,352$297,039$29,704iApproximate average salary by contribution assumption: employee only about $742,598 at 4% or $495,065 at 6%; with 50% employer match about $495,065 at 4% or $330,043 at 6%; with 100% employer match about $371,299 at 4% or $247,533 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-9$1,973,952$94,755$10,528iApproximate average salary by contribution assumption: employee only about $263,208 at 4% or $175,472 at 6%; with 50% employer match about $175,472 at 4% or $116,981 at 6%; with 100% employer match about $131,604 at 4% or $87,736 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-10$1,066,400$202,284$20,228iApproximate average salary by contribution assumption: employee only about $505,710 at 4% or $337,140 at 6%; with 50% employer match about $337,140 at 4% or $224,760 at 6%; with 100% employer match about $252,855 at 4% or $168,570 at 6%.
2010210$2,856,582$332,976$33,298iApproximate average salary by contribution assumption: employee only about $832,440 at 4% or $554,960 at 6%; with 50% employer match about $554,960 at 4% or $369,973 at 6%; with 100% employer match about $416,220 at 4% or $277,480 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-9$1,981,307$84,976$9,442iApproximate average salary by contribution assumption: employee only about $236,044 at 4% or $157,363 at 6%; with 50% employer match about $157,363 at 4% or $104,909 at 6%; with 100% employer match about $118,022 at 4% or $78,681 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-10$875,275$248,000$24,800iApproximate average salary by contribution assumption: employee only about $620,000 at 4% or $413,333 at 6%; with 50% employer match about $413,333 at 4% or $275,556 at 6%; with 100% employer match about $310,000 at 4% or $206,667 at 6%.
2009210$2,383,010$332,517$33,252iApproximate average salary by contribution assumption: employee only about $831,292 at 4% or $554,195 at 6%; with 50% employer match about $554,195 at 4% or $369,463 at 6%; with 100% employer match about $415,646 at 4% or $277,098 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-10$1,797,017$89,524$8,952iApproximate average salary by contribution assumption: employee only about $223,810 at 4% or $149,207 at 6%; with 50% employer match about $149,207 at 4% or $99,471 at 6%; with 100% employer match about $111,905 at 4% or $74,603 at 6%.
Kenneth a. Shimizu, Dds, Msd Inc. Defined Benefit Pension Plan-10$585,993$242,993$24,299iApproximate average salary by contribution assumption: employee only about $607,483 at 4% or $404,988 at 6%; with 50% employer match about $404,988 at 4% or $269,992 at 6%; with 100% employer match about $303,741 at 4% or $202,494 at 6%.
200819$299,293$149,540$16,616iApproximate average salary by contribution assumption: employee only about $415,389 at 4% or $276,926 at 6%; with 50% employer match about $276,926 at 4% or $184,617 at 6%; with 100% employer match about $207,694 at 4% or $138,463 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-9$299,293$149,540$16,616iApproximate average salary by contribution assumption: employee only about $415,389 at 4% or $276,926 at 6%; with 50% employer match about $276,926 at 4% or $184,617 at 6%; with 100% employer match about $207,694 at 4% or $138,463 at 6%.
2007110$0$0-
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-10---
200619$1,601,297$125,635$13,959iApproximate average salary by contribution assumption: employee only about $348,986 at 4% or $232,657 at 6%; with 50% employer match about $232,657 at 4% or $155,105 at 6%; with 100% employer match about $174,493 at 4% or $116,329 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-9$1,601,297$125,635$13,959iApproximate average salary by contribution assumption: employee only about $348,986 at 4% or $232,657 at 6%; with 50% employer match about $232,657 at 4% or $155,105 at 6%; with 100% employer match about $174,493 at 4% or $116,329 at 6%.
2005110$1,248,561$120,318$12,032iApproximate average salary by contribution assumption: employee only about $300,795 at 4% or $200,530 at 6%; with 50% employer match about $200,530 at 4% or $133,687 at 6%; with 100% employer match about $150,398 at 4% or $100,265 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-10$1,248,561$120,318$12,032iApproximate average salary by contribution assumption: employee only about $300,795 at 4% or $200,530 at 6%; with 50% employer match about $200,530 at 4% or $133,687 at 6%; with 100% employer match about $150,398 at 4% or $100,265 at 6%.
200419$4,753,864$117,374$13,042iApproximate average salary by contribution assumption: employee only about $326,039 at 4% or $217,359 at 6%; with 50% employer match about $217,359 at 4% or $144,906 at 6%; with 100% employer match about $163,019 at 4% or $108,680 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-9$4,753,864$117,374$13,042iApproximate average salary by contribution assumption: employee only about $326,039 at 4% or $217,359 at 6%; with 50% employer match about $217,359 at 4% or $144,906 at 6%; with 100% employer match about $163,019 at 4% or $108,680 at 6%.
200319$4,129,234$37,999$4,222iApproximate average salary by contribution assumption: employee only about $105,553 at 4% or $70,369 at 6%; with 50% employer match about $70,369 at 4% or $46,912 at 6%; with 100% employer match about $52,776 at 4% or $35,184 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-9$4,129,234$37,999$4,222iApproximate average salary by contribution assumption: employee only about $105,553 at 4% or $70,369 at 6%; with 50% employer match about $70,369 at 4% or $46,912 at 6%; with 100% employer match about $52,776 at 4% or $35,184 at 6%.
200219$3,680,890$82,968$9,219iApproximate average salary by contribution assumption: employee only about $230,467 at 4% or $153,644 at 6%; with 50% employer match about $153,644 at 4% or $102,430 at 6%; with 100% employer match about $115,233 at 4% or $76,822 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-9$3,680,890$82,968$9,219iApproximate average salary by contribution assumption: employee only about $230,467 at 4% or $153,644 at 6%; with 50% employer match about $153,644 at 4% or $102,430 at 6%; with 100% employer match about $115,233 at 4% or $76,822 at 6%.
200015$0$0-
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-5---
199917$3,239,495$84,208$12,030iApproximate average salary by contribution assumption: employee only about $300,743 at 4% or $200,495 at 6%; with 50% employer match about $200,495 at 4% or $133,663 at 6%; with 100% employer match about $150,371 at 4% or $100,248 at 6%.
Robert J. Tacy, Dds, Kenneth a. Shimizu, Dds, Msd Inc. 401K Profit Sharing Plan-7$3,239,495$84,208$12,030iApproximate average salary by contribution assumption: employee only about $300,743 at 4% or $200,495 at 6%; with 50% employer match about $200,495 at 4% or $133,663 at 6%; with 100% employer match about $150,371 at 4% or $100,248 at 6%.