Civic Intelligence

Samuel, Shafie & Samuel

Plan context: Samuel, Shafie & Samuel Profit Sharing Plan

EIN 94-2490679 • Fair Oaks, CA • 11 filings • 2 plans

5050 Sunrise Boulevard, Suite C-1Fair Oaks, CA 95628
Current Snapshot

Latest Year

2009

2009 Participants

6

2009 Assets

$939,164

2009 Contributions

$96,555

Historical Graphs

Total Assets Over Time

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

$939,164$469,582$0199920052009YearValue
$939,164Latest year 2009

Participants Over Time

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

630199920042009YearValue
6Latest year 2009

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
200916$939,164$0-
Samuel, Shafie & Samuel Profit Sharing Plan-6$939,164--
200816$0$0-
Samuel, Shafie & Samuel Profit Sharing Plan-6---
200716$0$0-
Samuel, Shafie & Samuel Profit Sharing Plan-6---
200615$749,295$96,555$19,311iApproximate average salary by contribution assumption: employee only about $482,775 at 4% or $321,850 at 6%; with 50% employer match about $321,850 at 4% or $214,567 at 6%; with 100% employer match about $241,388 at 4% or $160,925 at 6%.
Samuel, Shafie & Samuel Profit Sharing Plan-5$749,295$96,555$19,311iApproximate average salary by contribution assumption: employee only about $482,775 at 4% or $321,850 at 6%; with 50% employer match about $321,850 at 4% or $214,567 at 6%; with 100% employer match about $241,388 at 4% or $160,925 at 6%.
200515$607,449$91,072$18,214iApproximate average salary by contribution assumption: employee only about $455,360 at 4% or $303,573 at 6%; with 50% employer match about $303,573 at 4% or $202,382 at 6%; with 100% employer match about $227,680 at 4% or $151,787 at 6%.
Samuel, Shafie & Samuel Profit Sharing Plan-5$607,449$91,072$18,214iApproximate average salary by contribution assumption: employee only about $455,360 at 4% or $303,573 at 6%; with 50% employer match about $303,573 at 4% or $202,382 at 6%; with 100% employer match about $227,680 at 4% or $151,787 at 6%.
200413$504,205$82,991$27,664iApproximate average salary by contribution assumption: employee only about $691,592 at 4% or $461,061 at 6%; with 50% employer match about $461,061 at 4% or $307,374 at 6%; with 100% employer match about $345,796 at 4% or $230,531 at 6%.
Samuel, Shafie & Samuel Profit Sharing Plan-3$504,205$82,991$27,664iApproximate average salary by contribution assumption: employee only about $691,592 at 4% or $461,061 at 6%; with 50% employer match about $461,061 at 4% or $307,374 at 6%; with 100% employer match about $345,796 at 4% or $230,531 at 6%.
200313$401,170$81,925$27,308iApproximate average salary by contribution assumption: employee only about $682,708 at 4% or $455,139 at 6%; with 50% employer match about $455,139 at 4% or $303,426 at 6%; with 100% employer match about $341,354 at 4% or $227,569 at 6%.
Samuel, Shafie & Samuel Profit Sharing Plan-3$401,170$81,925$27,308iApproximate average salary by contribution assumption: employee only about $682,708 at 4% or $455,139 at 6%; with 50% employer match about $455,139 at 4% or $303,426 at 6%; with 100% employer match about $341,354 at 4% or $227,569 at 6%.
200213$0$0-
Samuel, Shafie & Samuel Profit Sharing Plan-3---
200114$0$0-
Samuel, Shafie & Samuel Profit Sharing Plan-4---
200014$0$0-
Samuel, Shafie & Samuel Profit Sharing Plan-4---
199915$117,251$60,158$12,032iApproximate average salary by contribution assumption: employee only about $300,790 at 4% or $200,527 at 6%; with 50% employer match about $200,527 at 4% or $133,684 at 6%; with 100% employer match about $150,395 at 4% or $100,263 at 6%.
Samuel, Shafie & Samuel Profit Sharing Plan-5$117,251$60,158$12,032iApproximate average salary by contribution assumption: employee only about $300,790 at 4% or $200,527 at 6%; with 50% employer match about $200,527 at 4% or $133,684 at 6%; with 100% employer match about $150,395 at 4% or $100,263 at 6%.