Civic Intelligence

Shargel & Co.

Plan context: SHARGEL & CO. DEFINED BENEFIT PENSION PLAN

EIN 94-3247746 • Corte Madera, CA • 20 filings • 4 plans

2 Enterprise Dr.Corte Madera, CA 94925
Current Snapshot

Latest Year

2016

2016 Participants

1

2016 Assets

$758,629

2016 Contributions

$180,000

Historical Graphs

Total Assets Over Time

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

$1,002,690$501,345$0199920112016YearValue
$758,629Latest 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
201611$758,629$180,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
SHARGEL & CO. DEFINED BENEFIT PENSION PLAN-1$758,629$180,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
201512$574,409$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
SHARGEL & CO. DEFINED BENEFIT PENSION PLAN-2$574,409$75,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
201421$462,454$400,000$400,000iApproximate average salary by contribution assumption: employee only about $10,000,000 at 4% or $6,666,667 at 6%; with 50% employer match about $6,666,667 at 4% or $4,444,444 at 6%; with 100% employer match about $5,000,000 at 4% or $3,333,333 at 6%.
SHARGEL & CO. DEFINED BENEFIT PENSION PLAN-1$462,454$400,000$400,000iApproximate average salary by contribution assumption: employee only about $10,000,000 at 4% or $6,666,667 at 6%; with 50% employer match about $6,666,667 at 4% or $4,444,444 at 6%; with 100% employer match about $5,000,000 at 4% or $3,333,333 at 6%.
Shargel & Co., Target Benefit Pension Plan-0$0--
201324$1,002,690$140,106$35,027iApproximate average salary by contribution assumption: employee only about $875,663 at 4% or $583,775 at 6%; with 50% employer match about $583,775 at 4% or $389,183 at 6%; with 100% employer match about $437,831 at 4% or $291,888 at 6%.
Shargel & Co., Target Benefit Pension Plan-4$944,882$82,298$20,575iApproximate average salary by contribution assumption: employee only about $514,363 at 4% or $342,908 at 6%; with 50% employer match about $342,908 at 4% or $228,606 at 6%; with 100% employer match about $257,181 at 4% or $171,454 at 6%.
SHARGEL & CO. DEFINED BENEFIT PENSION PLAN-2$57,808$57,808$28,904iApproximate average salary by contribution assumption: employee only about $722,600 at 4% or $481,733 at 6%; with 50% employer match about $481,733 at 4% or $321,156 at 6%; with 100% employer match about $361,300 at 4% or $240,867 at 6%.
201212$826,278$66,337$33,169iApproximate average salary by contribution assumption: employee only about $829,213 at 4% or $552,808 at 6%; with 50% employer match about $552,808 at 4% or $368,539 at 6%; with 100% employer match about $414,606 at 4% or $276,404 at 6%.
Shargel & Co., Target Benefit Pension Plan-2$826,278$66,337$33,169iApproximate average salary by contribution assumption: employee only about $829,213 at 4% or $552,808 at 6%; with 50% employer match about $552,808 at 4% or $368,539 at 6%; with 100% employer match about $414,606 at 4% or $276,404 at 6%.
201112$749,669$67,030$33,515iApproximate average salary by contribution assumption: employee only about $837,875 at 4% or $558,583 at 6%; with 50% employer match about $558,583 at 4% or $372,389 at 6%; with 100% employer match about $418,938 at 4% or $279,292 at 6%.
Shargel & Co., Target Benefit Pension Plan-2$749,669$67,030$33,515iApproximate average salary by contribution assumption: employee only about $837,875 at 4% or $558,583 at 6%; with 50% employer match about $558,583 at 4% or $372,389 at 6%; with 100% employer match about $418,938 at 4% or $279,292 at 6%.
201013$712,830$68,379$22,793iApproximate average salary by contribution assumption: employee only about $569,825 at 4% or $379,883 at 6%; with 50% employer match about $379,883 at 4% or $253,256 at 6%; with 100% employer match about $284,913 at 4% or $189,942 at 6%.
Shargel & Co., Target Benefit Pension Plan-3$712,830$68,379$22,793iApproximate average salary by contribution assumption: employee only about $569,825 at 4% or $379,883 at 6%; with 50% employer match about $379,883 at 4% or $253,256 at 6%; with 100% employer match about $284,913 at 4% or $189,942 at 6%.
200914$641,740$68,394$17,099iApproximate average salary by contribution assumption: employee only about $427,463 at 4% or $284,975 at 6%; with 50% employer match about $284,975 at 4% or $189,983 at 6%; with 100% employer match about $213,731 at 4% or $142,488 at 6%.
Shargel & Co., Target Benefit Pension Plan-4$641,740$68,394$17,099iApproximate average salary by contribution assumption: employee only about $427,463 at 4% or $284,975 at 6%; with 50% employer match about $284,975 at 4% or $189,983 at 6%; with 100% employer match about $213,731 at 4% or $142,488 at 6%.
200814$0$0-
Shargel & Co., Target Benefit Pension Plan-4---
200714$0$0-
Shargel & Co., Target Benefit Pension Plan-4---
200614$0$0-
Shargel & Co., Target Benefit Pension Plan-4---
200514$427,153$58,341$14,585iApproximate average salary by contribution assumption: employee only about $364,631 at 4% or $243,088 at 6%; with 50% employer match about $243,088 at 4% or $162,058 at 6%; with 100% employer match about $182,316 at 4% or $121,544 at 6%.
Shargel & Co., Target Benefit Pension Plan-4$427,153$58,341$14,585iApproximate average salary by contribution assumption: employee only about $364,631 at 4% or $243,088 at 6%; with 50% employer match about $243,088 at 4% or $162,058 at 6%; with 100% employer match about $182,316 at 4% or $121,544 at 6%.
200412$326,821$47,908$23,954iApproximate average salary by contribution assumption: employee only about $598,850 at 4% or $399,233 at 6%; with 50% employer match about $399,233 at 4% or $266,156 at 6%; with 100% employer match about $299,425 at 4% or $199,617 at 6%.
Shargel & Co., Target Benefit Pension Plan-2$326,821$47,908$23,954iApproximate average salary by contribution assumption: employee only about $598,850 at 4% or $399,233 at 6%; with 50% employer match about $399,233 at 4% or $266,156 at 6%; with 100% employer match about $299,425 at 4% or $199,617 at 6%.
200312$291,379$49,203$24,602iApproximate average salary by contribution assumption: employee only about $615,038 at 4% or $410,025 at 6%; with 50% employer match about $410,025 at 4% or $273,350 at 6%; with 100% employer match about $307,519 at 4% or $205,013 at 6%.
Shargel & Co., Target Benefit Pension Plan-2$291,379$49,203$24,602iApproximate average salary by contribution assumption: employee only about $615,038 at 4% or $410,025 at 6%; with 50% employer match about $410,025 at 4% or $273,350 at 6%; with 100% employer match about $307,519 at 4% or $205,013 at 6%.
200212$0$0-
Shargel & Co., Target Benefit Pension Plan-2---
200112$0$0-
Shargel & Co., Target Benefit Pension Plan-2---
200011$0$0-
Shargel & Co., Target Benefit Pension Plan-1---
199912$167,431$32,292$16,146iApproximate average salary by contribution assumption: employee only about $403,650 at 4% or $269,100 at 6%; with 50% employer match about $269,100 at 4% or $179,400 at 6%; with 100% employer match about $201,825 at 4% or $134,550 at 6%.
Shargel & Co., Target Benefit Pension Plan-2$167,431$32,292$16,146iApproximate average salary by contribution assumption: employee only about $403,650 at 4% or $269,100 at 6%; with 50% employer match about $269,100 at 4% or $179,400 at 6%; with 100% employer match about $201,825 at 4% or $134,550 at 6%.