Civic Intelligence

Duke, Gerstel, Shearer LLP

Plan context: Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan

EIN 95-3558377 • Cardiff By The Sea, CA • 17 filings • 5 plans

120 Birmingham Drive, Suite 200Cardiff By The Sea, CA 92007
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$212,870

2015 Contributions

$2,700

Historical Graphs

Total Assets Over Time

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

$1,885,022$942,511$0199920082014YearValue
$212,870Latest year 2014

Participants Over Time

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

43220199920072014YearValue
1Latest year 2014

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
201510$0$0-
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-0$0--
201411$212,870$0-
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-1$212,870--
201311$202,713$0-
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-1$202,713$0-
201211$157,816$0-
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-1$157,816$0-
201112$280,896$0-
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-2$280,896--
201013$452,199$2,700$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-3$452,199$2,700$900iApproximate average salary by contribution assumption: employee only about $22,500 at 4% or $15,000 at 6%; with 50% employer match about $15,000 at 4% or $10,000 at 6%; with 100% employer match about $11,250 at 4% or $7,500 at 6%.
200917$518,791$10,800$1,543iApproximate average salary by contribution assumption: employee only about $38,571 at 4% or $25,714 at 6%; with 50% employer match about $25,714 at 4% or $17,143 at 6%; with 100% employer match about $19,286 at 4% or $12,857 at 6%.
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-7$518,791$10,800$1,543iApproximate average salary by contribution assumption: employee only about $38,571 at 4% or $25,714 at 6%; with 50% employer match about $25,714 at 4% or $17,143 at 6%; with 100% employer match about $19,286 at 4% or $12,857 at 6%.
200814$418,007$10,800$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-4$418,007$10,800$2,700iApproximate average salary by contribution assumption: employee only about $67,500 at 4% or $45,000 at 6%; with 50% employer match about $45,000 at 4% or $30,000 at 6%; with 100% employer match about $33,750 at 4% or $22,500 at 6%.
200715$0$0-
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-5---
200618$824,469$15,262$1,908iApproximate average salary by contribution assumption: employee only about $47,694 at 4% or $31,796 at 6%; with 50% employer match about $31,796 at 4% or $21,197 at 6%; with 100% employer match about $23,847 at 4% or $15,898 at 6%.
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-8$824,469$15,262$1,908iApproximate average salary by contribution assumption: employee only about $47,694 at 4% or $31,796 at 6%; with 50% employer match about $31,796 at 4% or $21,197 at 6%; with 100% employer match about $23,847 at 4% or $15,898 at 6%.
2005110$894,608$49,238$4,924iApproximate average salary by contribution assumption: employee only about $123,095 at 4% or $82,063 at 6%; with 50% employer match about $82,063 at 4% or $54,709 at 6%; with 100% employer match about $61,548 at 4% or $41,032 at 6%.
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-10$894,608$49,238$4,924iApproximate average salary by contribution assumption: employee only about $123,095 at 4% or $82,063 at 6%; with 50% employer match about $82,063 at 4% or $54,709 at 6%; with 100% employer match about $61,548 at 4% or $41,032 at 6%.
2004118$969,734$37,629$2,091iApproximate average salary by contribution assumption: employee only about $52,263 at 4% or $34,842 at 6%; with 50% employer match about $34,842 at 4% or $23,228 at 6%; with 100% employer match about $26,131 at 4% or $17,421 at 6%.
DUKE GERSTEL SHEARER, LLP 401K PROFIT SHARING PLAN-18$969,734$37,629$2,091iApproximate average salary by contribution assumption: employee only about $52,263 at 4% or $34,842 at 6%; with 50% employer match about $34,842 at 4% or $23,228 at 6%; with 100% employer match about $26,131 at 4% or $17,421 at 6%.
2003121$1,066,339$86,501$4,119iApproximate average salary by contribution assumption: employee only about $102,977 at 4% or $68,652 at 6%; with 50% employer match about $68,652 at 4% or $45,768 at 6%; with 100% employer match about $51,489 at 4% or $34,326 at 6%.
DUKE GERSTEL SHEARER, LLP 401K PROFIT SHARING PLAN-21$1,066,339$86,501$4,119iApproximate average salary by contribution assumption: employee only about $102,977 at 4% or $68,652 at 6%; with 50% employer match about $68,652 at 4% or $45,768 at 6%; with 100% employer match about $51,489 at 4% or $34,326 at 6%.
2001236$0$0-
DUKE, GERSTEL, SHEARER, LLP 401K PROFIT SHARING PLAN-36---
DUKE GERSTEL SHEARER, LLP 401K PROFIT SHARING PLAN-27---
2000140$1,787,129$148,277$3,707iApproximate average salary by contribution assumption: employee only about $92,673 at 4% or $61,782 at 6%; with 50% employer match about $61,782 at 4% or $41,188 at 6%; with 100% employer match about $46,337 at 4% or $30,891 at 6%.
DUKE, GERSTEL, SHEARER, LLP 401K PROFIT SHARING PLAN-40$1,787,129$148,277$3,707iApproximate average salary by contribution assumption: employee only about $92,673 at 4% or $61,782 at 6%; with 50% employer match about $61,782 at 4% or $41,188 at 6%; with 100% employer match about $46,337 at 4% or $30,891 at 6%.
1999143$1,885,022$88,316$2,054iApproximate average salary by contribution assumption: employee only about $51,347 at 4% or $34,231 at 6%; with 50% employer match about $34,231 at 4% or $22,821 at 6%; with 100% employer match about $25,673 at 4% or $17,116 at 6%.
Duke, Gerstel, Shearer LLP 401K Profit Sharing Plan-43$1,885,022$88,316$2,054iApproximate average salary by contribution assumption: employee only about $51,347 at 4% or $34,231 at 6%; with 50% employer match about $34,231 at 4% or $22,821 at 6%; with 100% employer match about $25,673 at 4% or $17,116 at 6%.