Civic Intelligence

Martin Shaffer Phd., Apc DBA Stress Management Institute

Plan context: Stress Management Institute Profit Sharing/401K Plan

EIN 94-3131698 • Davis, CA • 19 filings • 4 plans

5709 Hoag PlaceDavis, CA 95618-7209
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$707,351

2017 Contributions

$3,020

Historical Graphs

Total Assets Over Time

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

$877,323$438,662$0199920092016YearValue
$707,351Latest year 2016

Participants Over Time

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

420199920082016YearValue
1Latest year 2016

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
201710$0$3,020-
Stress Management Institute Profit Sharing/401K Plan-0$0$3,020-
201611$707,351$25,600$25,600iApproximate average salary by contribution assumption: employee only about $640,000 at 4% or $426,667 at 6%; with 50% employer match about $426,667 at 4% or $284,444 at 6%; with 100% employer match about $320,000 at 4% or $213,333 at 6%.
Stress Management Institute Profit Sharing/401K Plan-1$707,351$25,600$25,600iApproximate average salary by contribution assumption: employee only about $640,000 at 4% or $426,667 at 6%; with 50% employer match about $426,667 at 4% or $284,444 at 6%; with 100% employer match about $320,000 at 4% or $213,333 at 6%.
201512$581,545$16,259$8,130iApproximate average salary by contribution assumption: employee only about $203,238 at 4% or $135,492 at 6%; with 50% employer match about $135,492 at 4% or $90,328 at 6%; with 100% employer match about $101,619 at 4% or $67,746 at 6%.
Stress Management Institute Profit Sharing/401K Plan-2$581,545$16,259$8,130iApproximate average salary by contribution assumption: employee only about $203,238 at 4% or $135,492 at 6%; with 50% employer match about $135,492 at 4% or $90,328 at 6%; with 100% employer match about $101,619 at 4% or $67,746 at 6%.
201414$873,193$24,590$6,148iApproximate average salary by contribution assumption: employee only about $153,688 at 4% or $102,458 at 6%; with 50% employer match about $102,458 at 4% or $68,306 at 6%; with 100% employer match about $76,844 at 4% or $51,229 at 6%.
Stress Management Institute Profit Sharing/401K Plan-4$873,193$24,590$6,148iApproximate average salary by contribution assumption: employee only about $153,688 at 4% or $102,458 at 6%; with 50% employer match about $102,458 at 4% or $68,306 at 6%; with 100% employer match about $76,844 at 4% or $51,229 at 6%.
201314$877,323$60,912$15,228iApproximate average salary by contribution assumption: employee only about $380,700 at 4% or $253,800 at 6%; with 50% employer match about $253,800 at 4% or $169,200 at 6%; with 100% employer match about $190,350 at 4% or $126,900 at 6%.
Stress Management Institute Profit Sharing/401K Plan-4$877,323$60,912$15,228iApproximate average salary by contribution assumption: employee only about $380,700 at 4% or $253,800 at 6%; with 50% employer match about $253,800 at 4% or $169,200 at 6%; with 100% employer match about $190,350 at 4% or $126,900 at 6%.
201214$716,575$60,392$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
Stress Management Institute Profit Sharing/401K Plan-4$716,575$60,392$15,098iApproximate average salary by contribution assumption: employee only about $377,450 at 4% or $251,633 at 6%; with 50% employer match about $251,633 at 4% or $167,756 at 6%; with 100% employer match about $188,725 at 4% or $125,817 at 6%.
201113$629,290$58,395$19,465iApproximate average salary by contribution assumption: employee only about $486,625 at 4% or $324,417 at 6%; with 50% employer match about $324,417 at 4% or $216,278 at 6%; with 100% employer match about $243,313 at 4% or $162,208 at 6%.
Stress Management Institute Profit Sharing/401K Plan-3$629,290$58,395$19,465iApproximate average salary by contribution assumption: employee only about $486,625 at 4% or $324,417 at 6%; with 50% employer match about $324,417 at 4% or $216,278 at 6%; with 100% employer match about $243,313 at 4% or $162,208 at 6%.
201013$706,977$60,338$20,113iApproximate average salary by contribution assumption: employee only about $502,817 at 4% or $335,211 at 6%; with 50% employer match about $335,211 at 4% or $223,474 at 6%; with 100% employer match about $251,408 at 4% or $167,606 at 6%.
Stress Management Institute Profit Sharing/401K Plan-3$706,977$60,338$20,113iApproximate average salary by contribution assumption: employee only about $502,817 at 4% or $335,211 at 6%; with 50% employer match about $335,211 at 4% or $223,474 at 6%; with 100% employer match about $251,408 at 4% or $167,606 at 6%.
200912$558,687$59,628$29,814iApproximate average salary by contribution assumption: employee only about $745,350 at 4% or $496,900 at 6%; with 50% employer match about $496,900 at 4% or $331,267 at 6%; with 100% employer match about $372,675 at 4% or $248,450 at 6%.
Stress Management Institute Profit Sharing/401K Plan-2$558,687$59,628$29,814iApproximate average salary by contribution assumption: employee only about $745,350 at 4% or $496,900 at 6%; with 50% employer match about $496,900 at 4% or $331,267 at 6%; with 100% employer match about $372,675 at 4% or $248,450 at 6%.
200812$0$0-
Stress Management Institute Profit Sharing/401K Plan-2---
200712$445,560$54,128$27,064iApproximate average salary by contribution assumption: employee only about $676,600 at 4% or $451,067 at 6%; with 50% employer match about $451,067 at 4% or $300,711 at 6%; with 100% employer match about $338,300 at 4% or $225,533 at 6%.
Stress Management Institute Profit Sharing/401K Plan-2$445,560$54,128$27,064iApproximate average salary by contribution assumption: employee only about $676,600 at 4% or $451,067 at 6%; with 50% employer match about $451,067 at 4% or $300,711 at 6%; with 100% employer match about $338,300 at 4% or $225,533 at 6%.
200612$465,429$54,246$27,123iApproximate average salary by contribution assumption: employee only about $678,075 at 4% or $452,050 at 6%; with 50% employer match about $452,050 at 4% or $301,367 at 6%; with 100% employer match about $339,038 at 4% or $226,025 at 6%.
Stress Management Institute Profit Sharing/401K Plan-2$465,429$54,246$27,123iApproximate average salary by contribution assumption: employee only about $678,075 at 4% or $452,050 at 6%; with 50% employer match about $452,050 at 4% or $301,367 at 6%; with 100% employer match about $339,038 at 4% or $226,025 at 6%.
200512$516,843$25,182$12,591iApproximate average salary by contribution assumption: employee only about $314,775 at 4% or $209,850 at 6%; with 50% employer match about $209,850 at 4% or $139,900 at 6%; with 100% employer match about $157,388 at 4% or $104,925 at 6%.
Stress Management Institute Profit Sharing/401K Plan-2$516,843$25,182$12,591iApproximate average salary by contribution assumption: employee only about $314,775 at 4% or $209,850 at 6%; with 50% employer match about $209,850 at 4% or $139,900 at 6%; with 100% employer match about $157,388 at 4% or $104,925 at 6%.
200413$777,271$58,845$19,615iApproximate average salary by contribution assumption: employee only about $490,375 at 4% or $326,917 at 6%; with 50% employer match about $326,917 at 4% or $217,944 at 6%; with 100% employer match about $245,188 at 4% or $163,458 at 6%.
Stress Management Institute Profit Sharing/401K Plan-3$777,271$58,845$19,615iApproximate average salary by contribution assumption: employee only about $490,375 at 4% or $326,917 at 6%; with 50% employer match about $326,917 at 4% or $217,944 at 6%; with 100% employer match about $245,188 at 4% or $163,458 at 6%.
200314$674,249$49,881$12,470iApproximate average salary by contribution assumption: employee only about $311,756 at 4% or $207,838 at 6%; with 50% employer match about $207,838 at 4% or $138,558 at 6%; with 100% employer match about $155,878 at 4% or $103,919 at 6%.
Stress Management Institute Profit Sharing/401K Plan-4$674,249$49,881$12,470iApproximate average salary by contribution assumption: employee only about $311,756 at 4% or $207,838 at 6%; with 50% employer match about $207,838 at 4% or $138,558 at 6%; with 100% employer match about $155,878 at 4% or $103,919 at 6%.
200213$0$0-
Stress Management Institute Profit Sharing/401K Plan-3---
200113$547,449$58,014$19,338iApproximate average salary by contribution assumption: employee only about $483,450 at 4% or $322,300 at 6%; with 50% employer match about $322,300 at 4% or $214,867 at 6%; with 100% employer match about $241,725 at 4% or $161,150 at 6%.
Stress Management Institute Profit Sharing/401K Plan-3$547,449$58,014$19,338iApproximate average salary by contribution assumption: employee only about $483,450 at 4% or $322,300 at 6%; with 50% employer match about $322,300 at 4% or $214,867 at 6%; with 100% employer match about $241,725 at 4% or $161,150 at 6%.
200014$594,466$27,879$6,970iApproximate average salary by contribution assumption: employee only about $174,244 at 4% or $116,163 at 6%; with 50% employer match about $116,163 at 4% or $77,442 at 6%; with 100% employer match about $87,122 at 4% or $58,081 at 6%.
Stress Management Institute Profit Sharing/401K Plan-4$594,466$27,879$6,970iApproximate average salary by contribution assumption: employee only about $174,244 at 4% or $116,163 at 6%; with 50% employer match about $116,163 at 4% or $77,442 at 6%; with 100% employer match about $87,122 at 4% or $58,081 at 6%.
199914$613,376$24,487$6,122iApproximate average salary by contribution assumption: employee only about $153,044 at 4% or $102,029 at 6%; with 50% employer match about $102,029 at 4% or $68,019 at 6%; with 100% employer match about $76,522 at 4% or $51,015 at 6%.
Stress Management Institute Profit Sharing/401K Plan-4$613,376$24,487$6,122iApproximate average salary by contribution assumption: employee only about $153,044 at 4% or $102,029 at 6%; with 50% employer match about $102,029 at 4% or $68,019 at 6%; with 100% employer match about $76,522 at 4% or $51,015 at 6%.