Civic Intelligence

Shott Capital Management

Plan context: Shott Capital Management 401K Profit Sharing Plan

EIN 94-3140021 • 10 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

25

2004 Assets

$2,283,412

2004 Contributions

$328,650

Historical Graphs

Total Assets Over Time

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

$2,594,968$1,297,484$0199920012003YearValue
$2,283,412Latest year 2003

Participants Over Time

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

27140199920012002YearValue
25Latest year 2002

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
200410$0$0-
Shott Capital Management 401K Profit Sharing Plan-0---
200310$2,283,412$328,650-
Shott Capital Management 401K Profit Sharing Plan-0$2,283,412$328,650-
2002225$2,208,263$334,743$13,390iApproximate average salary by contribution assumption: employee only about $334,743 at 4% or $223,162 at 6%; with 50% employer match about $223,162 at 4% or $148,775 at 6%; with 100% employer match about $167,372 at 4% or $111,581 at 6%.
Shott Capital Management 401K Profit Sharing Plan-25$2,208,263$334,743$13,390iApproximate average salary by contribution assumption: employee only about $334,743 at 4% or $223,162 at 6%; with 50% employer match about $223,162 at 4% or $148,775 at 6%; with 100% employer match about $167,372 at 4% or $111,581 at 6%.
Shott Capital Management Money Purchase Pension Plan-0---
2001227$2,454,787$468,395$17,348iApproximate average salary by contribution assumption: employee only about $433,699 at 4% or $289,133 at 6%; with 50% employer match about $289,133 at 4% or $192,755 at 6%; with 100% employer match about $216,850 at 4% or $144,566 at 6%.
Shott Capital Management 401K Profit Sharing Plan-27$2,132,435$267,959$9,924iApproximate average salary by contribution assumption: employee only about $248,110 at 4% or $165,407 at 6%; with 50% employer match about $165,407 at 4% or $110,271 at 6%; with 100% employer match about $124,055 at 4% or $82,703 at 6%.
Shott Capital Management Money Purchase Pension Plan-19$322,352$200,436$10,549iApproximate average salary by contribution assumption: employee only about $263,732 at 4% or $175,821 at 6%; with 50% employer match about $175,821 at 4% or $117,214 at 6%; with 100% employer match about $131,866 at 4% or $87,911 at 6%.
2000211$2,478,232$250,240$22,749iApproximate average salary by contribution assumption: employee only about $568,727 at 4% or $379,152 at 6%; with 50% employer match about $379,152 at 4% or $252,768 at 6%; with 100% employer match about $284,364 at 4% or $189,576 at 6%.
Shott Capital Management 401K Profit Sharing Plan-11$2,336,468$205,500$18,682iApproximate average salary by contribution assumption: employee only about $467,045 at 4% or $311,364 at 6%; with 50% employer match about $311,364 at 4% or $207,576 at 6%; with 100% employer match about $233,523 at 4% or $155,682 at 6%.
Shott Capital Management Money Purchase Pension Plan-11$141,764$44,740$4,067iApproximate average salary by contribution assumption: employee only about $101,682 at 4% or $67,788 at 6%; with 50% employer match about $67,788 at 4% or $45,192 at 6%; with 100% employer match about $50,841 at 4% or $33,894 at 6%.
1999212$2,594,968$241,817$20,151iApproximate average salary by contribution assumption: employee only about $503,785 at 4% or $335,857 at 6%; with 50% employer match about $335,857 at 4% or $223,905 at 6%; with 100% employer match about $251,893 at 4% or $167,928 at 6%.
Shott Capital Management 401K Profit Sharing Plan-12$2,476,284$199,607$16,634iApproximate average salary by contribution assumption: employee only about $415,848 at 4% or $277,232 at 6%; with 50% employer match about $277,232 at 4% or $184,821 at 6%; with 100% employer match about $207,924 at 4% or $138,616 at 6%.
Shott Capital Management Money Purchase Pension Plan-12$118,684$42,210$3,518iApproximate average salary by contribution assumption: employee only about $87,938 at 4% or $58,625 at 6%; with 50% employer match about $58,625 at 4% or $39,083 at 6%; with 100% employer match about $43,969 at 4% or $29,313 at 6%.