Sheaff, Shimizu, Malone & Francis
Plan context: Sheaff, Shimizu, Malone & Francis 401K Profit Sharing Plan
EIN 94-1734673 • 1 filings • 1 plans
Current Snapshot
Latest Year
1999
1999 Participants
18
1999 Assets
$3,128,959
1999 Contributions
$124,487
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 |
|---|---|---|---|---|---|
| 1999 | 1 | 18 | $3,128,959 | $124,487 | $6,916iApproximate average salary by contribution assumption: employee only about $172,899 at 4% or $115,266 at 6%; with 50% employer match about $115,266 at 4% or $76,844 at 6%; with 100% employer match about $86,449 at 4% or $57,633 at 6%. |
| Sheaff, Shimizu, Malone & Francis 401K Profit Sharing Plan | - | 18 | $3,128,959 | $124,487 | $6,916iApproximate average salary by contribution assumption: employee only about $172,899 at 4% or $115,266 at 6%; with 50% employer match about $115,266 at 4% or $76,844 at 6%; with 100% employer match about $86,449 at 4% or $57,633 at 6%. |