Civic Intelligence

Short Beach Financial

Plan context: Short Beach Financial 401(K) Plan

EIN 02-0665882 • Branford, CT • 11 filings • 1 plans

P.O. Box 843Branford, CT 06405
Current Snapshot

Latest Year

2019

2019 Participants

6

2019 Assets

$923,915

2019 Contributions

$51,396

Historical Graphs

Total Assets Over Time

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

$940,738$470,369$0200920142018YearValue
$923,915Latest year 2018

Participants Over Time

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

630200920142018YearValue
6Latest year 2018

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
201910$0$51,396-
Short Beach Financial 401(K) Plan-0$0$51,396-
201816$923,915$88,042$14,674iApproximate average salary by contribution assumption: employee only about $366,842 at 4% or $244,561 at 6%; with 50% employer match about $244,561 at 4% or $163,041 at 6%; with 100% employer match about $183,421 at 4% or $122,281 at 6%.
Short Beach Financial 401(K) Plan-6$923,915$88,042$14,674iApproximate average salary by contribution assumption: employee only about $366,842 at 4% or $244,561 at 6%; with 50% employer match about $244,561 at 4% or $163,041 at 6%; with 100% employer match about $183,421 at 4% or $122,281 at 6%.
201713$940,738$100,138$33,379iApproximate average salary by contribution assumption: employee only about $834,483 at 4% or $556,322 at 6%; with 50% employer match about $556,322 at 4% or $370,881 at 6%; with 100% employer match about $417,242 at 4% or $278,161 at 6%.
Short Beach Financial 401(K) Plan-3$940,738$100,138$33,379iApproximate average salary by contribution assumption: employee only about $834,483 at 4% or $556,322 at 6%; with 50% employer match about $556,322 at 4% or $370,881 at 6%; with 100% employer match about $417,242 at 4% or $278,161 at 6%.
201613$718,038$110,576$36,859iApproximate average salary by contribution assumption: employee only about $921,467 at 4% or $614,311 at 6%; with 50% employer match about $614,311 at 4% or $409,541 at 6%; with 100% employer match about $460,733 at 4% or $307,156 at 6%.
Short Beach Financial 401(K) Plan-3$718,038$110,576$36,859iApproximate average salary by contribution assumption: employee only about $921,467 at 4% or $614,311 at 6%; with 50% employer match about $614,311 at 4% or $409,541 at 6%; with 100% employer match about $460,733 at 4% or $307,156 at 6%.
201513$530,779$101,293$33,764iApproximate average salary by contribution assumption: employee only about $844,108 at 4% or $562,739 at 6%; with 50% employer match about $562,739 at 4% or $375,159 at 6%; with 100% employer match about $422,054 at 4% or $281,369 at 6%.
Short Beach Financial 401(K) Plan-3$530,779$101,293$33,764iApproximate average salary by contribution assumption: employee only about $844,108 at 4% or $562,739 at 6%; with 50% employer match about $562,739 at 4% or $375,159 at 6%; with 100% employer match about $422,054 at 4% or $281,369 at 6%.
201413$444,245$87,656$29,219iApproximate average salary by contribution assumption: employee only about $730,467 at 4% or $486,978 at 6%; with 50% employer match about $486,978 at 4% or $324,652 at 6%; with 100% employer match about $365,233 at 4% or $243,489 at 6%.
Short Beach Financial 401(K) Plan-3$444,245$87,656$29,219iApproximate average salary by contribution assumption: employee only about $730,467 at 4% or $486,978 at 6%; with 50% employer match about $486,978 at 4% or $324,652 at 6%; with 100% employer match about $365,233 at 4% or $243,489 at 6%.
201312$350,305$79,507$39,754iApproximate average salary by contribution assumption: employee only about $993,838 at 4% or $662,558 at 6%; with 50% employer match about $662,558 at 4% or $441,706 at 6%; with 100% employer match about $496,919 at 4% or $331,279 at 6%.
Short Beach Financial 401(K) Plan-2$350,305$79,507$39,754iApproximate average salary by contribution assumption: employee only about $993,838 at 4% or $662,558 at 6%; with 50% employer match about $662,558 at 4% or $441,706 at 6%; with 100% employer match about $496,919 at 4% or $331,279 at 6%.
201213$227,000$73,144$24,381iApproximate average salary by contribution assumption: employee only about $609,533 at 4% or $406,356 at 6%; with 50% employer match about $406,356 at 4% or $270,904 at 6%; with 100% employer match about $304,767 at 4% or $203,178 at 6%.
Short Beach Financial 401(K) Plan-3$227,000$73,144$24,381iApproximate average salary by contribution assumption: employee only about $609,533 at 4% or $406,356 at 6%; with 50% employer match about $406,356 at 4% or $270,904 at 6%; with 100% employer match about $304,767 at 4% or $203,178 at 6%.
201113$137,192$66,531$22,177iApproximate average salary by contribution assumption: employee only about $554,425 at 4% or $369,617 at 6%; with 50% employer match about $369,617 at 4% or $246,411 at 6%; with 100% employer match about $277,213 at 4% or $184,808 at 6%.
Short Beach Financial 401(K) Plan-3$137,192$66,531$22,177iApproximate average salary by contribution assumption: employee only about $554,425 at 4% or $369,617 at 6%; with 50% employer match about $369,617 at 4% or $246,411 at 6%; with 100% employer match about $277,213 at 4% or $184,808 at 6%.
201011$82,118$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
Short Beach Financial 401(K) Plan-1$82,118$54,500$54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%.
200911$22,352$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
Short Beach Financial 401(K) Plan-1$22,352$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.