Civic Intelligence

Mark J. Shultz, D.D.S.

Plan context: Mark J. Shultz, D.D.S. 401K Profit Sharing Plan

EIN 95-3962288 • 9 filings • 2 plans

Current Snapshot

Latest Year

2009

2009 Participants

3

2009 Assets

$267,669

2009 Contributions

$26,776

Historical Graphs

Total Assets Over Time

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

$346,470$173,235$0200120052008YearValue
$267,669Latest year 2008

Participants Over Time

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

740200120042007YearValue
3Latest year 2007

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
200910$0$0-
Mark J. Shultz, D.D.S. 401K Profit Sharing Plan-0---
200810$267,669$26,776-
Mark J. Shultz, D.D.S. 401K Profit Sharing Plan-0$267,669$26,776-
200713$346,470$54,715$18,238iApproximate average salary by contribution assumption: employee only about $455,958 at 4% or $303,972 at 6%; with 50% employer match about $303,972 at 4% or $202,648 at 6%; with 100% employer match about $227,979 at 4% or $151,986 at 6%.
Mark J. Shultz, D.D.S. 401K Profit Sharing Plan-3$346,470$54,715$18,238iApproximate average salary by contribution assumption: employee only about $455,958 at 4% or $303,972 at 6%; with 50% employer match about $303,972 at 4% or $202,648 at 6%; with 100% employer match about $227,979 at 4% or $151,986 at 6%.
200612$291,838$49,747$24,874iApproximate average salary by contribution assumption: employee only about $621,838 at 4% or $414,558 at 6%; with 50% employer match about $414,558 at 4% or $276,372 at 6%; with 100% employer match about $310,919 at 4% or $207,279 at 6%.
Mark J. Shultz, D.D.S. 401K Profit Sharing Plan-2$291,838$49,747$24,874iApproximate average salary by contribution assumption: employee only about $621,838 at 4% or $414,558 at 6%; with 50% employer match about $414,558 at 4% or $276,372 at 6%; with 100% employer match about $310,919 at 4% or $207,279 at 6%.
200513$215,107$42,824$14,275iApproximate average salary by contribution assumption: employee only about $356,867 at 4% or $237,911 at 6%; with 50% employer match about $237,911 at 4% or $158,607 at 6%; with 100% employer match about $178,433 at 4% or $118,956 at 6%.
Mark J. Shultz, D.D.S. 401K Profit Sharing Plan-3$215,107$42,824$14,275iApproximate average salary by contribution assumption: employee only about $356,867 at 4% or $237,911 at 6%; with 50% employer match about $237,911 at 4% or $158,607 at 6%; with 100% employer match about $178,433 at 4% or $118,956 at 6%.
200413$159,007$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
Mark J. Shultz, D.D.S. 401K Profit Sharing Plan-3$159,007$46,000$15,333iApproximate average salary by contribution assumption: employee only about $383,333 at 4% or $255,556 at 6%; with 50% employer match about $255,556 at 4% or $170,370 at 6%; with 100% employer match about $191,667 at 4% or $127,778 at 6%.
200313$125,824$31,626$10,542iApproximate average salary by contribution assumption: employee only about $263,550 at 4% or $175,700 at 6%; with 50% employer match about $175,700 at 4% or $117,133 at 6%; with 100% employer match about $131,775 at 4% or $87,850 at 6%.
Mark J. Shultz, D.D.S. 401K Profit Sharing Plan-3$125,824$31,626$10,542iApproximate average salary by contribution assumption: employee only about $263,550 at 4% or $175,700 at 6%; with 50% employer match about $175,700 at 4% or $117,133 at 6%; with 100% employer match about $131,775 at 4% or $87,850 at 6%.
200214$0$0-
Mark J. Shultz, D.D.S. 401K Profit Sharing Plan-4---
200117$97,799$17,233$2,462iApproximate average salary by contribution assumption: employee only about $61,546 at 4% or $41,031 at 6%; with 50% employer match about $41,031 at 4% or $27,354 at 6%; with 100% employer match about $30,773 at 4% or $20,515 at 6%.
Mark J. Shultz, D.D.S. 401K Profit Sharing Plan-7$97,799$17,233$2,462iApproximate average salary by contribution assumption: employee only about $61,546 at 4% or $41,031 at 6%; with 50% employer match about $41,031 at 4% or $27,354 at 6%; with 100% employer match about $30,773 at 4% or $20,515 at 6%.