Roger W. Shortz, M.D., a PC.
Plan context: ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN
EIN 94-2609107 • El Sobrante, CA • 24 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$14,717
2024 Contributions
$6,137
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $14,717 | $6,137 | $1,227iApproximate average salary by contribution assumption: employee only about $30,685 at 4% or $20,457 at 6%; with 50% employer match about $20,457 at 4% or $13,638 at 6%; with 100% employer match about $15,343 at 4% or $10,228 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 5 | $14,717 | $6,137 | $1,227iApproximate average salary by contribution assumption: employee only about $30,685 at 4% or $20,457 at 6%; with 50% employer match about $20,457 at 4% or $13,638 at 6%; with 100% employer match about $15,343 at 4% or $10,228 at 6%. |
| 2023 | 1 | 5 | $7,703 | $0 | - |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 5 | $7,703 | $0 | - |
| 2022 | 1 | 5 | $5,327 | $0 | - |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 5 | $5,327 | - | - |
| 2021 | 1 | 5 | $11,542 | $0 | - |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 5 | $11,542 | - | - |
| 2020 | 1 | 5 | $55,847 | $8,437 | $1,687iApproximate average salary by contribution assumption: employee only about $42,185 at 4% or $28,123 at 6%; with 50% employer match about $28,123 at 4% or $18,749 at 6%; with 100% employer match about $21,093 at 4% or $14,062 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 5 | $55,847 | $8,437 | $1,687iApproximate average salary by contribution assumption: employee only about $42,185 at 4% or $28,123 at 6%; with 50% employer match about $28,123 at 4% or $18,749 at 6%; with 100% employer match about $21,093 at 4% or $14,062 at 6%. |
| 2019 | 1 | 6 | $35,178 | $16,424 | $2,737iApproximate average salary by contribution assumption: employee only about $68,433 at 4% or $45,622 at 6%; with 50% employer match about $45,622 at 4% or $30,415 at 6%; with 100% employer match about $34,217 at 4% or $22,811 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 6 | $35,178 | $16,424 | $2,737iApproximate average salary by contribution assumption: employee only about $68,433 at 4% or $45,622 at 6%; with 50% employer match about $45,622 at 4% or $30,415 at 6%; with 100% employer match about $34,217 at 4% or $22,811 at 6%. |
| 2018 | 1 | 6 | $67,178 | $8,447 | $1,408iApproximate average salary by contribution assumption: employee only about $35,196 at 4% or $23,464 at 6%; with 50% employer match about $23,464 at 4% or $15,643 at 6%; with 100% employer match about $17,598 at 4% or $11,732 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 6 | $67,178 | $8,447 | $1,408iApproximate average salary by contribution assumption: employee only about $35,196 at 4% or $23,464 at 6%; with 50% employer match about $23,464 at 4% or $15,643 at 6%; with 100% employer match about $17,598 at 4% or $11,732 at 6%. |
| 2017 | 1 | 9 | $59,425 | $0 | - |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 9 | $59,425 | - | - |
| 2016 | 1 | 9 | $56,632 | $0 | - |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 9 | $56,632 | - | - |
| 2015 | 1 | 9 | $63,116 | $46,406 | $5,156iApproximate average salary by contribution assumption: employee only about $128,906 at 4% or $85,937 at 6%; with 50% employer match about $85,937 at 4% or $57,291 at 6%; with 100% employer match about $64,453 at 4% or $42,969 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 9 | $63,116 | $46,406 | $5,156iApproximate average salary by contribution assumption: employee only about $128,906 at 4% or $85,937 at 6%; with 50% employer match about $85,937 at 4% or $57,291 at 6%; with 100% employer match about $64,453 at 4% or $42,969 at 6%. |
| 2014 | 1 | 7 | $21,111 | $4,005 | $572iApproximate average salary by contribution assumption: employee only about $14,304 at 4% or $9,536 at 6%; with 50% employer match about $9,536 at 4% or $6,357 at 6%; with 100% employer match about $7,152 at 4% or $4,768 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 7 | $21,111 | $4,005 | $572iApproximate average salary by contribution assumption: employee only about $14,304 at 4% or $9,536 at 6%; with 50% employer match about $9,536 at 4% or $6,357 at 6%; with 100% employer match about $7,152 at 4% or $4,768 at 6%. |
| 2013 | 1 | 10 | $100,984 | $2,024 | $202iApproximate average salary by contribution assumption: employee only about $5,060 at 4% or $3,373 at 6%; with 50% employer match about $3,373 at 4% or $2,249 at 6%; with 100% employer match about $2,530 at 4% or $1,687 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 10 | $100,984 | $2,024 | $202iApproximate average salary by contribution assumption: employee only about $5,060 at 4% or $3,373 at 6%; with 50% employer match about $3,373 at 4% or $2,249 at 6%; with 100% employer match about $2,530 at 4% or $1,687 at 6%. |
| 2012 | 1 | 8 | $98,949 | $3,505 | $438iApproximate average salary by contribution assumption: employee only about $10,953 at 4% or $7,302 at 6%; with 50% employer match about $7,302 at 4% or $4,868 at 6%; with 100% employer match about $5,477 at 4% or $3,651 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 8 | $98,949 | $3,505 | $438iApproximate average salary by contribution assumption: employee only about $10,953 at 4% or $7,302 at 6%; with 50% employer match about $7,302 at 4% or $4,868 at 6%; with 100% employer match about $5,477 at 4% or $3,651 at 6%. |
| 2011 | 1 | 6 | $95,434 | $29,324 | $4,887iApproximate average salary by contribution assumption: employee only about $122,183 at 4% or $81,456 at 6%; with 50% employer match about $81,456 at 4% or $54,304 at 6%; with 100% employer match about $61,092 at 4% or $40,728 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 6 | $95,434 | $29,324 | $4,887iApproximate average salary by contribution assumption: employee only about $122,183 at 4% or $81,456 at 6%; with 50% employer match about $81,456 at 4% or $54,304 at 6%; with 100% employer match about $61,092 at 4% or $40,728 at 6%. |
| 2010 | 1 | 5 | $66,104 | $66,104 | $13,221iApproximate average salary by contribution assumption: employee only about $330,520 at 4% or $220,347 at 6%; with 50% employer match about $220,347 at 4% or $146,898 at 6%; with 100% employer match about $165,260 at 4% or $110,173 at 6%. |
| ROGER W. SHORTZ M.D., A PROFESSIONAL CORPORATION RETIREMENT PLAN | - | 5 | $66,104 | $66,104 | $13,221iApproximate average salary by contribution assumption: employee only about $330,520 at 4% or $220,347 at 6%; with 50% employer match about $220,347 at 4% or $146,898 at 6%; with 100% employer match about $165,260 at 4% or $110,173 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Roger W. Shortz, M.D., a PC. Profit Sharing Plan | - | 0 | - | - | - |
| 2007 | 1 | 6 | $0 | $0 | - |
| Roger W. Shortz, M.D., a PC. Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 4 | $185,383 | $0 | - |
| Roger W. Shortz, M.D., a PC. Profit Sharing Plan | - | 4 | $185,383 | - | - |
| 2005 | 1 | 8 | $216,487 | $0 | - |
| Roger W. Shortz, M.D., a PC. Profit Sharing Plan | - | 8 | $216,487 | - | - |
| 2004 | 1 | 6 | $556,909 | $0 | - |
| Roger W. Shortz, M.D., a PC. Profit Sharing Plan | - | 6 | $556,909 | - | - |
| 2003 | 1 | 6 | $0 | $0 | - |
| Roger W. Shortz, M.D., a PC. Profit Sharing Plan | - | 6 | - | - | - |
| 2001 | 1 | 6 | $794,504 | $42,200 | $7,033iApproximate average salary by contribution assumption: employee only about $175,833 at 4% or $117,222 at 6%; with 50% employer match about $117,222 at 4% or $78,148 at 6%; with 100% employer match about $87,917 at 4% or $58,611 at 6%. |
| Roger W. Shortz, M.D., a PC. Profit Sharing Plan | - | 6 | $794,504 | $42,200 | $7,033iApproximate average salary by contribution assumption: employee only about $175,833 at 4% or $117,222 at 6%; with 50% employer match about $117,222 at 4% or $78,148 at 6%; with 100% employer match about $87,917 at 4% or $58,611 at 6%. |
| 2000 | 1 | 5 | $0 | $0 | - |
| Roger W. Shortz, M.D., a PC. Profit Sharing Plan | - | 5 | - | - | - |
| 1999 | 1 | 4 | $664,293 | $29,000 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |
| Roger W. Shortz, M.D., a PC. Profit Sharing Plan | - | 4 | $664,293 | $29,000 | $7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%. |