Shakespeare & Company Inc.
Plan context: Shakespeare & Company 403(B) Defined Contribution Plan
EIN 04-2666826 • Lenox, MA • 37 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
24
2024 Assets
$4,699,247
2024 Contributions
$78,157
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 24 | $4,699,247 | $78,157 | $3,257iApproximate average salary by contribution assumption: employee only about $81,414 at 4% or $54,276 at 6%; with 50% employer match about $54,276 at 4% or $36,184 at 6%; with 100% employer match about $40,707 at 4% or $27,138 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 24 | $3,847,324 | $52,517 | $2,188iApproximate average salary by contribution assumption: employee only about $54,705 at 4% or $36,470 at 6%; with 50% employer match about $36,470 at 4% or $24,313 at 6%; with 100% employer match about $27,353 at 4% or $18,235 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 11 | $851,923 | $25,640 | $2,331iApproximate average salary by contribution assumption: employee only about $58,273 at 4% or $38,848 at 6%; with 50% employer match about $38,848 at 4% or $25,899 at 6%; with 100% employer match about $29,136 at 4% or $19,424 at 6%. |
| 2023 | 2 | 21 | $4,082,122 | $79,972 | $3,808iApproximate average salary by contribution assumption: employee only about $95,205 at 4% or $63,470 at 6%; with 50% employer match about $63,470 at 4% or $42,313 at 6%; with 100% employer match about $47,602 at 4% or $31,735 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 21 | $3,292,329 | $58,851 | $2,802iApproximate average salary by contribution assumption: employee only about $70,061 at 4% or $46,707 at 6%; with 50% employer match about $46,707 at 4% or $31,138 at 6%; with 100% employer match about $35,030 at 4% or $23,354 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 10 | $789,793 | $21,121 | $2,112iApproximate average salary by contribution assumption: employee only about $52,803 at 4% or $35,202 at 6%; with 50% employer match about $35,202 at 4% or $23,468 at 6%; with 100% employer match about $26,401 at 4% or $17,601 at 6%. |
| 2022 | 2 | 22 | $3,601,157 | $105,830 | $4,810iApproximate average salary by contribution assumption: employee only about $120,261 at 4% or $80,174 at 6%; with 50% employer match about $80,174 at 4% or $53,449 at 6%; with 100% employer match about $60,131 at 4% or $40,087 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 22 | $2,872,830 | $78,356 | $3,562iApproximate average salary by contribution assumption: employee only about $89,041 at 4% or $59,361 at 6%; with 50% employer match about $59,361 at 4% or $39,574 at 6%; with 100% employer match about $44,520 at 4% or $29,680 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 9 | $728,327 | $27,474 | $3,053iApproximate average salary by contribution assumption: employee only about $76,317 at 4% or $50,878 at 6%; with 50% employer match about $50,878 at 4% or $33,919 at 6%; with 100% employer match about $38,158 at 4% or $25,439 at 6%. |
| 2021 | 2 | 22 | $4,363,222 | $87,671 | $3,985iApproximate average salary by contribution assumption: employee only about $99,626 at 4% or $66,417 at 6%; with 50% employer match about $66,417 at 4% or $44,278 at 6%; with 100% employer match about $49,813 at 4% or $33,209 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 22 | $3,435,920 | $62,389 | $2,836iApproximate average salary by contribution assumption: employee only about $70,897 at 4% or $47,264 at 6%; with 50% employer match about $47,264 at 4% or $31,510 at 6%; with 100% employer match about $35,448 at 4% or $23,632 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 9 | $927,302 | $25,282 | $2,809iApproximate average salary by contribution assumption: employee only about $70,228 at 4% or $46,819 at 6%; with 50% employer match about $46,819 at 4% or $31,212 at 6%; with 100% employer match about $35,114 at 4% or $23,409 at 6%. |
| 2020 | 2 | 25 | $3,934,628 | $66,636 | $2,665iApproximate average salary by contribution assumption: employee only about $66,636 at 4% or $44,424 at 6%; with 50% employer match about $44,424 at 4% or $29,616 at 6%; with 100% employer match about $33,318 at 4% or $22,212 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 25 | $3,025,438 | $43,559 | $1,742iApproximate average salary by contribution assumption: employee only about $43,559 at 4% or $29,039 at 6%; with 50% employer match about $29,039 at 4% or $19,360 at 6%; with 100% employer match about $21,780 at 4% or $14,520 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 9 | $909,190 | $23,077 | $2,564iApproximate average salary by contribution assumption: employee only about $64,103 at 4% or $42,735 at 6%; with 50% employer match about $42,735 at 4% or $28,490 at 6%; with 100% employer match about $32,051 at 4% or $21,368 at 6%. |
| 2019 | 2 | 26 | $3,498,389 | $568,208 | $21,854iApproximate average salary by contribution assumption: employee only about $546,354 at 4% or $364,236 at 6%; with 50% employer match about $364,236 at 4% or $242,824 at 6%; with 100% employer match about $273,177 at 4% or $182,118 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 26 | $2,624,307 | $57,034 | $2,194iApproximate average salary by contribution assumption: employee only about $54,840 at 4% or $36,560 at 6%; with 50% employer match about $36,560 at 4% or $24,374 at 6%; with 100% employer match about $27,420 at 4% or $18,280 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 10 | $874,082 | $511,174 | $51,117iApproximate average salary by contribution assumption: employee only about $1,277,935 at 4% or $851,957 at 6%; with 50% employer match about $851,957 at 4% or $567,971 at 6%; with 100% employer match about $638,968 at 4% or $425,978 at 6%. |
| 2018 | 2 | 29 | $3,022,209 | $101,636 | $3,505iApproximate average salary by contribution assumption: employee only about $87,617 at 4% or $58,411 at 6%; with 50% employer match about $58,411 at 4% or $38,941 at 6%; with 100% employer match about $43,809 at 4% or $29,206 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 29 | $2,554,981 | $65,269 | $2,251iApproximate average salary by contribution assumption: employee only about $56,266 at 4% or $37,511 at 6%; with 50% employer match about $37,511 at 4% or $25,007 at 6%; with 100% employer match about $28,133 at 4% or $18,755 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 9 | $467,228 | $36,367 | $4,041iApproximate average salary by contribution assumption: employee only about $101,019 at 4% or $67,346 at 6%; with 50% employer match about $67,346 at 4% or $44,898 at 6%; with 100% employer match about $50,510 at 4% or $33,673 at 6%. |
| 2017 | 2 | 30 | $3,248,846 | $73,466 | $2,449iApproximate average salary by contribution assumption: employee only about $61,222 at 4% or $40,814 at 6%; with 50% employer match about $40,814 at 4% or $27,210 at 6%; with 100% employer match about $30,611 at 4% or $20,407 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 30 | $2,605,230 | $56,389 | $1,880iApproximate average salary by contribution assumption: employee only about $46,991 at 4% or $31,327 at 6%; with 50% employer match about $31,327 at 4% or $20,885 at 6%; with 100% employer match about $23,495 at 4% or $15,664 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 8 | $643,616 | $17,077 | $2,135iApproximate average salary by contribution assumption: employee only about $53,366 at 4% or $35,577 at 6%; with 50% employer match about $35,577 at 4% or $23,718 at 6%; with 100% employer match about $26,683 at 4% or $17,789 at 6%. |
| 2016 | 2 | 29 | $2,791,565 | $86,465 | $2,982iApproximate average salary by contribution assumption: employee only about $74,539 at 4% or $49,693 at 6%; with 50% employer match about $49,693 at 4% or $33,128 at 6%; with 100% employer match about $37,269 at 4% or $24,846 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 29 | $2,178,495 | $67,964 | $2,344iApproximate average salary by contribution assumption: employee only about $58,590 at 4% or $39,060 at 6%; with 50% employer match about $39,060 at 4% or $26,040 at 6%; with 100% employer match about $29,295 at 4% or $19,530 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 8 | $613,070 | $18,501 | $2,313iApproximate average salary by contribution assumption: employee only about $57,816 at 4% or $38,544 at 6%; with 50% employer match about $38,544 at 4% or $25,696 at 6%; with 100% employer match about $28,908 at 4% or $19,272 at 6%. |
| 2015 | 2 | 31 | $2,656,268 | $107,379 | $3,464iApproximate average salary by contribution assumption: employee only about $86,596 at 4% or $57,731 at 6%; with 50% employer match about $57,731 at 4% or $38,487 at 6%; with 100% employer match about $43,298 at 4% or $28,865 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 31 | $2,074,819 | $70,352 | $2,269iApproximate average salary by contribution assumption: employee only about $56,735 at 4% or $37,824 at 6%; with 50% employer match about $37,824 at 4% or $25,216 at 6%; with 100% employer match about $28,368 at 4% or $18,912 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 9 | $581,449 | $37,027 | $4,114iApproximate average salary by contribution assumption: employee only about $102,853 at 4% or $68,569 at 6%; with 50% employer match about $68,569 at 4% or $45,712 at 6%; with 100% employer match about $51,426 at 4% or $34,284 at 6%. |
| 2014 | 2 | 32 | $2,510,602 | $140,373 | $4,387iApproximate average salary by contribution assumption: employee only about $109,666 at 4% or $73,111 at 6%; with 50% employer match about $73,111 at 4% or $48,741 at 6%; with 100% employer match about $54,833 at 4% or $36,555 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 32 | $1,971,335 | $88,085 | $2,753iApproximate average salary by contribution assumption: employee only about $68,816 at 4% or $45,878 at 6%; with 50% employer match about $45,878 at 4% or $30,585 at 6%; with 100% employer match about $34,408 at 4% or $22,939 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 9 | $539,267 | $52,288 | $5,810iApproximate average salary by contribution assumption: employee only about $145,244 at 4% or $96,830 at 6%; with 50% employer match about $96,830 at 4% or $64,553 at 6%; with 100% employer match about $72,622 at 4% or $48,415 at 6%. |
| 2013 | 2 | 36 | $2,370,800 | $145,670 | $4,046iApproximate average salary by contribution assumption: employee only about $101,160 at 4% or $67,440 at 6%; with 50% employer match about $67,440 at 4% or $44,960 at 6%; with 100% employer match about $50,580 at 4% or $33,720 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 36 | $1,888,229 | $91,554 | $2,543iApproximate average salary by contribution assumption: employee only about $63,579 at 4% or $42,386 at 6%; with 50% employer match about $42,386 at 4% or $28,257 at 6%; with 100% employer match about $31,790 at 4% or $21,193 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 10 | $482,571 | $54,116 | $5,412iApproximate average salary by contribution assumption: employee only about $135,290 at 4% or $90,193 at 6%; with 50% employer match about $90,193 at 4% or $60,129 at 6%; with 100% employer match about $67,645 at 4% or $45,097 at 6%. |
| 2012 | 2 | 15 | $1,919,138 | $166,042 | $11,069iApproximate average salary by contribution assumption: employee only about $276,737 at 4% or $184,491 at 6%; with 50% employer match about $184,491 at 4% or $122,994 at 6%; with 100% employer match about $138,368 at 4% or $92,246 at 6%. |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 15 | $1,541,651 | $104,735 | $6,982iApproximate average salary by contribution assumption: employee only about $174,558 at 4% or $116,372 at 6%; with 50% employer match about $116,372 at 4% or $77,581 at 6%; with 100% employer match about $87,279 at 4% or $58,186 at 6%. |
| Shakespeare and Company 403(B) Tax Deferred Annuity Plan | - | 10 | $377,487 | $61,307 | $6,131iApproximate average salary by contribution assumption: employee only about $153,268 at 4% or $102,178 at 6%; with 50% employer match about $102,178 at 4% or $68,119 at 6%; with 100% employer match about $76,634 at 4% or $51,089 at 6%. |
| 2011 | 1 | 15 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 15 | - | - | - |
| 2010 | 1 | 0 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | - | - | - | - |
| 2009 | 1 | 0 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 0 | - | - | - |
| 2008 | 1 | 0 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 0 | - | - | - |
| 2002 | 1 | 13 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 13 | - | - | - |
| 2001 | 1 | 10 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 10 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Shakespeare & Company 403(B) Defined Contribution Plan | - | 0 | - | - | - |