Shalom Hartman Institute of North A
Plan context: Shalom Hartman Institute of North America 403(B) Plan
EIN 13-3014387 • New York, NY • 34 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
73
2024 Assets
$6,316,839
2024 Contributions
$870,259
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 | 73 | $6,316,839 | $870,259 | $11,921iApproximate average salary by contribution assumption: employee only about $298,034 at 4% or $198,689 at 6%; with 50% employer match about $198,689 at 4% or $132,460 at 6%; with 100% employer match about $149,017 at 4% or $99,345 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 73 | $4,551,237 | $528,889 | $7,245iApproximate average salary by contribution assumption: employee only about $181,126 at 4% or $120,751 at 6%; with 50% employer match about $120,751 at 4% or $80,501 at 6%; with 100% employer match about $90,563 at 4% or $60,375 at 6%. |
| Shalom Hartman Institute of North America 401(A) Plan | - | 45 | $1,765,602 | $341,370 | $7,586iApproximate average salary by contribution assumption: employee only about $189,650 at 4% or $126,433 at 6%; with 50% employer match about $126,433 at 4% or $84,289 at 6%; with 100% employer match about $94,825 at 4% or $63,217 at 6%. |
| 2023 | 2 | 66 | $5,160,635 | $770,159 | $11,669iApproximate average salary by contribution assumption: employee only about $291,727 at 4% or $194,485 at 6%; with 50% employer match about $194,485 at 4% or $129,656 at 6%; with 100% employer match about $145,863 at 4% or $97,242 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 66 | $3,890,754 | $449,793 | $6,815iApproximate average salary by contribution assumption: employee only about $170,376 at 4% or $113,584 at 6%; with 50% employer match about $113,584 at 4% or $75,723 at 6%; with 100% employer match about $85,188 at 4% or $56,792 at 6%. |
| Shalom Hartman Institute of North America 401(A) Plan | - | 41 | $1,269,881 | $320,366 | $7,814iApproximate average salary by contribution assumption: employee only about $195,345 at 4% or $130,230 at 6%; with 50% employer match about $130,230 at 4% or $86,820 at 6%; with 100% employer match about $97,673 at 4% or $65,115 at 6%. |
| 2022 | 2 | 63 | $4,026,403 | $711,022 | $11,286iApproximate average salary by contribution assumption: employee only about $282,152 at 4% or $188,101 at 6%; with 50% employer match about $188,101 at 4% or $125,401 at 6%; with 100% employer match about $141,076 at 4% or $94,051 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 63 | $3,181,469 | $436,290 | $6,925iApproximate average salary by contribution assumption: employee only about $173,131 at 4% or $115,421 at 6%; with 50% employer match about $115,421 at 4% or $76,947 at 6%; with 100% employer match about $86,565 at 4% or $57,710 at 6%. |
| Shalom Hartman Institute of North America 401(A) Plan | - | 39 | $844,934 | $274,732 | $7,044iApproximate average salary by contribution assumption: employee only about $176,110 at 4% or $117,407 at 6%; with 50% employer match about $117,407 at 4% or $78,271 at 6%; with 100% employer match about $88,055 at 4% or $58,703 at 6%. |
| 2021 | 2 | 55 | $4,219,992 | $615,419 | $11,189iApproximate average salary by contribution assumption: employee only about $279,736 at 4% or $186,491 at 6%; with 50% employer match about $186,491 at 4% or $124,327 at 6%; with 100% employer match about $139,868 at 4% or $93,245 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 55 | $3,445,562 | $399,521 | $7,264iApproximate average salary by contribution assumption: employee only about $181,600 at 4% or $121,067 at 6%; with 50% employer match about $121,067 at 4% or $80,711 at 6%; with 100% employer match about $90,800 at 4% or $60,533 at 6%. |
| Shalom Hartman Institute of North America 401(A) Plan | - | 42 | $774,430 | $215,898 | $5,140iApproximate average salary by contribution assumption: employee only about $128,511 at 4% or $85,674 at 6%; with 50% employer match about $85,674 at 4% or $57,116 at 6%; with 100% employer match about $64,255 at 4% or $42,837 at 6%. |
| 2020 | 2 | 50 | $3,295,020 | $627,263 | $12,545iApproximate average salary by contribution assumption: employee only about $313,632 at 4% or $209,088 at 6%; with 50% employer match about $209,088 at 4% or $139,392 at 6%; with 100% employer match about $156,816 at 4% or $104,544 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 50 | $2,796,722 | $397,476 | $7,950iApproximate average salary by contribution assumption: employee only about $198,738 at 4% or $132,492 at 6%; with 50% employer match about $132,492 at 4% or $88,328 at 6%; with 100% employer match about $99,369 at 4% or $66,246 at 6%. |
| Shalom Hartman Institute of North America 401(A) Plan | - | 40 | $498,298 | $229,787 | $5,745iApproximate average salary by contribution assumption: employee only about $143,617 at 4% or $95,745 at 6%; with 50% employer match about $95,745 at 4% or $63,830 at 6%; with 100% employer match about $71,808 at 4% or $47,872 at 6%. |
| 2019 | 2 | 48 | $2,495,229 | $532,647 | $11,097iApproximate average salary by contribution assumption: employee only about $277,420 at 4% or $184,947 at 6%; with 50% employer match about $184,947 at 4% or $123,298 at 6%; with 100% employer match about $138,710 at 4% or $92,473 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 48 | $2,274,709 | $332,571 | $6,929iApproximate average salary by contribution assumption: employee only about $173,214 at 4% or $115,476 at 6%; with 50% employer match about $115,476 at 4% or $76,984 at 6%; with 100% employer match about $86,607 at 4% or $57,738 at 6%. |
| Shalom Hartman Institute of North America 401(A) Plan | - | 29 | $220,520 | $200,076 | $6,899iApproximate average salary by contribution assumption: employee only about $172,479 at 4% or $114,986 at 6%; with 50% employer match about $114,986 at 4% or $76,657 at 6%; with 100% employer match about $86,240 at 4% or $57,493 at 6%. |
| 2018 | 2 | 42 | $1,625,774 | $238,348 | $5,675iApproximate average salary by contribution assumption: employee only about $141,874 at 4% or $94,583 at 6%; with 50% employer match about $94,583 at 4% or $63,055 at 6%; with 100% employer match about $70,937 at 4% or $47,291 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 42 | $1,625,774 | $238,348 | $5,675iApproximate average salary by contribution assumption: employee only about $141,874 at 4% or $94,583 at 6%; with 50% employer match about $94,583 at 4% or $63,055 at 6%; with 100% employer match about $70,937 at 4% or $47,291 at 6%. |
| Shalom Hartman Institute of North America 401(A) Plan | - | 0 | $0 | - | - |
| 2017 | 1 | 37 | $1,477,800 | $272,674 | $7,370iApproximate average salary by contribution assumption: employee only about $184,239 at 4% or $122,826 at 6%; with 50% employer match about $122,826 at 4% or $81,884 at 6%; with 100% employer match about $92,120 at 4% or $61,413 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 37 | $1,477,800 | $272,674 | $7,370iApproximate average salary by contribution assumption: employee only about $184,239 at 4% or $122,826 at 6%; with 50% employer match about $122,826 at 4% or $81,884 at 6%; with 100% employer match about $92,120 at 4% or $61,413 at 6%. |
| 2016 | 1 | 25 | $1,053,714 | $129,880 | $5,195iApproximate average salary by contribution assumption: employee only about $129,880 at 4% or $86,587 at 6%; with 50% employer match about $86,587 at 4% or $57,724 at 6%; with 100% employer match about $64,940 at 4% or $43,293 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 25 | $1,053,714 | $129,880 | $5,195iApproximate average salary by contribution assumption: employee only about $129,880 at 4% or $86,587 at 6%; with 50% employer match about $86,587 at 4% or $57,724 at 6%; with 100% employer match about $64,940 at 4% or $43,293 at 6%. |
| 2015 | 1 | 26 | $889,537 | $237,620 | $9,139iApproximate average salary by contribution assumption: employee only about $228,481 at 4% or $152,321 at 6%; with 50% employer match about $152,321 at 4% or $101,547 at 6%; with 100% employer match about $114,240 at 4% or $76,160 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 26 | $889,537 | $237,620 | $9,139iApproximate average salary by contribution assumption: employee only about $228,481 at 4% or $152,321 at 6%; with 50% employer match about $152,321 at 4% or $101,547 at 6%; with 100% employer match about $114,240 at 4% or $76,160 at 6%. |
| 2014 | 1 | 22 | $692,020 | $233,830 | $10,629iApproximate average salary by contribution assumption: employee only about $265,716 at 4% or $177,144 at 6%; with 50% employer match about $177,144 at 4% or $118,096 at 6%; with 100% employer match about $132,858 at 4% or $88,572 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 22 | $692,020 | $233,830 | $10,629iApproximate average salary by contribution assumption: employee only about $265,716 at 4% or $177,144 at 6%; with 50% employer match about $177,144 at 4% or $118,096 at 6%; with 100% employer match about $132,858 at 4% or $88,572 at 6%. |
| 2013 | 1 | 13 | $430,588 | $70,279 | $5,406iApproximate average salary by contribution assumption: employee only about $135,152 at 4% or $90,101 at 6%; with 50% employer match about $90,101 at 4% or $60,068 at 6%; with 100% employer match about $67,576 at 4% or $45,051 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 13 | $430,588 | $70,279 | $5,406iApproximate average salary by contribution assumption: employee only about $135,152 at 4% or $90,101 at 6%; with 50% employer match about $90,101 at 4% or $60,068 at 6%; with 100% employer match about $67,576 at 4% or $45,051 at 6%. |
| 2012 | 1 | 11 | $280,542 | $89,675 | $8,152iApproximate average salary by contribution assumption: employee only about $203,807 at 4% or $135,871 at 6%; with 50% employer match about $135,871 at 4% or $90,581 at 6%; with 100% employer match about $101,903 at 4% or $67,936 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 11 | $280,542 | $89,675 | $8,152iApproximate average salary by contribution assumption: employee only about $203,807 at 4% or $135,871 at 6%; with 50% employer match about $135,871 at 4% or $90,581 at 6%; with 100% employer match about $101,903 at 4% or $67,936 at 6%. |
| 2011 | 1 | 9 | $178,564 | $68,019 | $7,558iApproximate average salary by contribution assumption: employee only about $188,942 at 4% or $125,961 at 6%; with 50% employer match about $125,961 at 4% or $83,974 at 6%; with 100% employer match about $94,471 at 4% or $62,981 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 9 | $178,564 | $68,019 | $7,558iApproximate average salary by contribution assumption: employee only about $188,942 at 4% or $125,961 at 6%; with 50% employer match about $125,961 at 4% or $83,974 at 6%; with 100% employer match about $94,471 at 4% or $62,981 at 6%. |
| 2010 | 2 | 6 | $108,816 | $94,235 | $15,706iApproximate average salary by contribution assumption: employee only about $392,646 at 4% or $261,764 at 6%; with 50% employer match about $261,764 at 4% or $174,509 at 6%; with 100% employer match about $196,323 at 4% or $130,882 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 6 | $108,816 | $94,235 | $15,706iApproximate average salary by contribution assumption: employee only about $392,646 at 4% or $261,764 at 6%; with 50% employer match about $261,764 at 4% or $174,509 at 6%; with 100% employer match about $196,323 at 4% or $130,882 at 6%. |
| Shalom Hartman Institute Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2009 | 2 | 2 | $78,745 | $30,834 | $15,417iApproximate average salary by contribution assumption: employee only about $385,425 at 4% or $256,950 at 6%; with 50% employer match about $256,950 at 4% or $171,300 at 6%; with 100% employer match about $192,713 at 4% or $128,475 at 6%. |
| Shalom Hartman Institute Profit Sharing Plan | - | 2 | $51,236 | $15,334 | $7,667iApproximate average salary by contribution assumption: employee only about $191,675 at 4% or $127,783 at 6%; with 50% employer match about $127,783 at 4% or $85,189 at 6%; with 100% employer match about $95,838 at 4% or $63,892 at 6%. |
| Shalom Hartman Institute of North America 403(B) Plan | - | 1 | $27,509 | $15,500 | $15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%. |
| 2008 | 1 | 1 | $30,100 | $4,131 | $4,131iApproximate average salary by contribution assumption: employee only about $103,275 at 4% or $68,850 at 6%; with 50% employer match about $68,850 at 4% or $45,900 at 6%; with 100% employer match about $51,638 at 4% or $34,425 at 6%. |
| Shalom Hartman Institute Profit Sharing Plan | - | 1 | $30,100 | $4,131 | $4,131iApproximate average salary by contribution assumption: employee only about $103,275 at 4% or $68,850 at 6%; with 50% employer match about $68,850 at 4% or $45,900 at 6%; with 100% employer match about $51,638 at 4% or $34,425 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Shalom Hartman Institute Profit Sharing Plan | - | 1 | - | - | - |
| 2006 | 1 | 2 | $30,882 | $3,367 | $1,684iApproximate average salary by contribution assumption: employee only about $42,088 at 4% or $28,058 at 6%; with 50% employer match about $28,058 at 4% or $18,706 at 6%; with 100% employer match about $21,044 at 4% or $14,029 at 6%. |
| Shalom Hartman Institute Profit Sharing Plan | - | 2 | $30,882 | $3,367 | $1,684iApproximate average salary by contribution assumption: employee only about $42,088 at 4% or $28,058 at 6%; with 50% employer match about $28,058 at 4% or $18,706 at 6%; with 100% employer match about $21,044 at 4% or $14,029 at 6%. |
| 2005 | 1 | 2 | $24,001 | $0 | - |
| Shalom Hartman Institute Profit Sharing Plan | - | 2 | $24,001 | - | - |
| 2004 | 1 | 2 | $22,627 | $0 | - |
| Shalom Hartman Institute Profit Sharing Plan | - | 2 | $22,627 | - | - |
| 2003 | 1 | 2 | $20,504 | $14,147 | $7,074iApproximate average salary by contribution assumption: employee only about $176,838 at 4% or $117,892 at 6%; with 50% employer match about $117,892 at 4% or $78,594 at 6%; with 100% employer match about $88,419 at 4% or $58,946 at 6%. |
| Shalom Hartman Institute Profit Sharing Plan | - | 2 | $20,504 | $14,147 | $7,074iApproximate average salary by contribution assumption: employee only about $176,838 at 4% or $117,892 at 6%; with 50% employer match about $117,892 at 4% or $78,594 at 6%; with 100% employer match about $88,419 at 4% or $58,946 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Shalom Hartman Institute Profit Sharing Plan | - | 3 | - | - | - |
| 2001 | 1 | 3 | $0 | $0 | - |
| Shalom Hartman Institute Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 1 | 3 | $0 | $0 | - |
| Shalom Hartman Institute Profit Sharing Plan | - | 3 | - | - | - |