Michael Shapot Brokerage LLC
Plan context: Michael Shapot Brokerage LLC Retirement Plan
EIN 13-4030227 • New York, NY • 10 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$1,197,761
2024 Contributions
$35,314
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 | 1 | 6 | $1,197,761 | $35,314 | $5,886iApproximate average salary by contribution assumption: employee only about $147,142 at 4% or $98,094 at 6%; with 50% employer match about $98,094 at 4% or $65,396 at 6%; with 100% employer match about $73,571 at 4% or $49,047 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 6 | $1,197,761 | $35,314 | $5,886iApproximate average salary by contribution assumption: employee only about $147,142 at 4% or $98,094 at 6%; with 50% employer match about $98,094 at 4% or $65,396 at 6%; with 100% employer match about $73,571 at 4% or $49,047 at 6%. |
| 2023 | 1 | 8 | $1,041,772 | $79,365 | $9,921iApproximate average salary by contribution assumption: employee only about $248,016 at 4% or $165,344 at 6%; with 50% employer match about $165,344 at 4% or $110,229 at 6%; with 100% employer match about $124,008 at 4% or $82,672 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 8 | $1,041,772 | $79,365 | $9,921iApproximate average salary by contribution assumption: employee only about $248,016 at 4% or $165,344 at 6%; with 50% employer match about $165,344 at 4% or $110,229 at 6%; with 100% employer match about $124,008 at 4% or $82,672 at 6%. |
| 2022 | 1 | 7 | $777,996 | $72,137 | $10,305iApproximate average salary by contribution assumption: employee only about $257,632 at 4% or $171,755 at 6%; with 50% employer match about $171,755 at 4% or $114,503 at 6%; with 100% employer match about $128,816 at 4% or $85,877 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 7 | $777,996 | $72,137 | $10,305iApproximate average salary by contribution assumption: employee only about $257,632 at 4% or $171,755 at 6%; with 50% employer match about $171,755 at 4% or $114,503 at 6%; with 100% employer match about $128,816 at 4% or $85,877 at 6%. |
| 2021 | 1 | 8 | $949,293 | $31,973 | $3,997iApproximate average salary by contribution assumption: employee only about $99,916 at 4% or $66,610 at 6%; with 50% employer match about $66,610 at 4% or $44,407 at 6%; with 100% employer match about $49,958 at 4% or $33,305 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 8 | $949,293 | $31,973 | $3,997iApproximate average salary by contribution assumption: employee only about $99,916 at 4% or $66,610 at 6%; with 50% employer match about $66,610 at 4% or $44,407 at 6%; with 100% employer match about $49,958 at 4% or $33,305 at 6%. |
| 2020 | 1 | 6 | $787,888 | $57,858 | $9,643iApproximate average salary by contribution assumption: employee only about $241,075 at 4% or $160,717 at 6%; with 50% employer match about $160,717 at 4% or $107,144 at 6%; with 100% employer match about $120,538 at 4% or $80,358 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 6 | $787,888 | $57,858 | $9,643iApproximate average salary by contribution assumption: employee only about $241,075 at 4% or $160,717 at 6%; with 50% employer match about $160,717 at 4% or $107,144 at 6%; with 100% employer match about $120,538 at 4% or $80,358 at 6%. |
| 2019 | 1 | 4 | $548,316 | $119,280 | $29,820iApproximate average salary by contribution assumption: employee only about $745,500 at 4% or $497,000 at 6%; with 50% employer match about $497,000 at 4% or $331,333 at 6%; with 100% employer match about $372,750 at 4% or $248,500 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 4 | $548,316 | $119,280 | $29,820iApproximate average salary by contribution assumption: employee only about $745,500 at 4% or $497,000 at 6%; with 50% employer match about $497,000 at 4% or $331,333 at 6%; with 100% employer match about $372,750 at 4% or $248,500 at 6%. |
| 2018 | 1 | 4 | $329,613 | $91,321 | $22,830iApproximate average salary by contribution assumption: employee only about $570,756 at 4% or $380,504 at 6%; with 50% employer match about $380,504 at 4% or $253,669 at 6%; with 100% employer match about $285,378 at 4% or $190,252 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 4 | $329,613 | $91,321 | $22,830iApproximate average salary by contribution assumption: employee only about $570,756 at 4% or $380,504 at 6%; with 50% employer match about $380,504 at 4% or $253,669 at 6%; with 100% employer match about $285,378 at 4% or $190,252 at 6%. |
| 2017 | 1 | 3 | $261,876 | $91,372 | $30,457iApproximate average salary by contribution assumption: employee only about $761,433 at 4% or $507,622 at 6%; with 50% employer match about $507,622 at 4% or $338,415 at 6%; with 100% employer match about $380,717 at 4% or $253,811 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 3 | $261,876 | $91,372 | $30,457iApproximate average salary by contribution assumption: employee only about $761,433 at 4% or $507,622 at 6%; with 50% employer match about $507,622 at 4% or $338,415 at 6%; with 100% employer match about $380,717 at 4% or $253,811 at 6%. |
| 2016 | 1 | 3 | $148,103 | $46,949 | $15,650iApproximate average salary by contribution assumption: employee only about $391,242 at 4% or $260,828 at 6%; with 50% employer match about $260,828 at 4% or $173,885 at 6%; with 100% employer match about $195,621 at 4% or $130,414 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 3 | $148,103 | $46,949 | $15,650iApproximate average salary by contribution assumption: employee only about $391,242 at 4% or $260,828 at 6%; with 50% employer match about $260,828 at 4% or $173,885 at 6%; with 100% employer match about $195,621 at 4% or $130,414 at 6%. |
| 2015 | 1 | 3 | $97,779 | $48,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Michael Shapot Brokerage LLC Retirement Plan | - | 3 | $97,779 | $48,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |