Civic Intelligence

SHELTER BOX, USA INC.

Plan context: SHELTER BOX USA 401(K) PROFIT SHARING PLAN & TRUST

EIN 20-0471604 • Santa Barbara, CA • 15 filings • 2 plans

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PO Box 5055Santa Barbara, CA 93150-5055
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$1,116,356

2024 Contributions

$243,264

Historical Graphs

Total Assets Over Time

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

$1,116,356$558,178$0201020172024YearValue
$1,116,356Latest year 2024

Participants Over Time

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

29150201020172024YearValue
29Latest year 2024

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
2024129$1,116,356$243,264$8,388iApproximate average salary by contribution assumption: employee only about $209,710 at 4% or $139,807 at 6%; with 50% employer match about $139,807 at 4% or $93,205 at 6%; with 100% employer match about $104,855 at 4% or $69,903 at 6%.
SHELTER BOX USA 401(K) PROFIT SHARING PLAN & TRUST-29$1,116,356$243,264$8,388iApproximate average salary by contribution assumption: employee only about $209,710 at 4% or $139,807 at 6%; with 50% employer match about $139,807 at 4% or $93,205 at 6%; with 100% employer match about $104,855 at 4% or $69,903 at 6%.
2023127$878,627$223,680$8,284iApproximate average salary by contribution assumption: employee only about $207,111 at 4% or $138,074 at 6%; with 50% employer match about $138,074 at 4% or $92,049 at 6%; with 100% employer match about $103,556 at 4% or $69,037 at 6%.
SHELTER BOX USA 401(K) PROFIT SHARING PLAN & TRUST-27$878,627$223,680$8,284iApproximate average salary by contribution assumption: employee only about $207,111 at 4% or $138,074 at 6%; with 50% employer match about $138,074 at 4% or $92,049 at 6%; with 100% employer match about $103,556 at 4% or $69,037 at 6%.
2022125$587,931$165,870$6,635iApproximate average salary by contribution assumption: employee only about $165,870 at 4% or $110,580 at 6%; with 50% employer match about $110,580 at 4% or $73,720 at 6%; with 100% employer match about $82,935 at 4% or $55,290 at 6%.
SHELTER BOX USA 401(K) PROFIT SHARING PLAN & TRUST-25$587,931$165,870$6,635iApproximate average salary by contribution assumption: employee only about $165,870 at 4% or $110,580 at 6%; with 50% employer match about $110,580 at 4% or $73,720 at 6%; with 100% employer match about $82,935 at 4% or $55,290 at 6%.
2021123$531,452$105,298$4,578iApproximate average salary by contribution assumption: employee only about $114,454 at 4% or $76,303 at 6%; with 50% employer match about $76,303 at 4% or $50,869 at 6%; with 100% employer match about $57,227 at 4% or $38,151 at 6%.
SHELTER BOX USA 401(K) PROFIT SHARING PLAN & TRUST-23$531,452$105,298$4,578iApproximate average salary by contribution assumption: employee only about $114,454 at 4% or $76,303 at 6%; with 50% employer match about $76,303 at 4% or $50,869 at 6%; with 100% employer match about $57,227 at 4% or $38,151 at 6%.
2020121$384,701$146,485$6,975iApproximate average salary by contribution assumption: employee only about $174,387 at 4% or $116,258 at 6%; with 50% employer match about $116,258 at 4% or $77,505 at 6%; with 100% employer match about $87,193 at 4% or $58,129 at 6%.
SHELTER BOX USA 401(K) PROFIT SHARING PLAN & TRUST-21$384,701$146,485$6,975iApproximate average salary by contribution assumption: employee only about $174,387 at 4% or $116,258 at 6%; with 50% employer match about $116,258 at 4% or $77,505 at 6%; with 100% employer match about $87,193 at 4% or $58,129 at 6%.
2019120$201,048$83,377$4,169iApproximate average salary by contribution assumption: employee only about $104,221 at 4% or $69,481 at 6%; with 50% employer match about $69,481 at 4% or $46,321 at 6%; with 100% employer match about $52,111 at 4% or $34,740 at 6%.
SHELTER BOX USA 401(K) PROFIT SHARING PLAN & TRUST-20$201,048$83,377$4,169iApproximate average salary by contribution assumption: employee only about $104,221 at 4% or $69,481 at 6%; with 50% employer match about $69,481 at 4% or $46,321 at 6%; with 100% employer match about $52,111 at 4% or $34,740 at 6%.
2018113$102,874$61,652$4,742iApproximate average salary by contribution assumption: employee only about $118,562 at 4% or $79,041 at 6%; with 50% employer match about $79,041 at 4% or $52,694 at 6%; with 100% employer match about $59,281 at 4% or $39,521 at 6%.
SHELTER BOX USA 401 K PROFIT SHARING PLAN TRUST-13$102,874$61,652$4,742iApproximate average salary by contribution assumption: employee only about $118,562 at 4% or $79,041 at 6%; with 50% employer match about $79,041 at 4% or $52,694 at 6%; with 100% employer match about $59,281 at 4% or $39,521 at 6%.
2017110$57,510$40,594$4,059iApproximate average salary by contribution assumption: employee only about $101,485 at 4% or $67,657 at 6%; with 50% employer match about $67,657 at 4% or $45,104 at 6%; with 100% employer match about $50,743 at 4% or $33,828 at 6%.
SHELTER BOX USA 401 K PROFIT SHARING PLAN TRUST-10$57,510$40,594$4,059iApproximate average salary by contribution assumption: employee only about $101,485 at 4% or $67,657 at 6%; with 50% employer match about $67,657 at 4% or $45,104 at 6%; with 100% employer match about $50,743 at 4% or $33,828 at 6%.
201617$91,456$14,107$2,015iApproximate average salary by contribution assumption: employee only about $50,382 at 4% or $33,588 at 6%; with 50% employer match about $33,588 at 4% or $22,392 at 6%; with 100% employer match about $25,191 at 4% or $16,794 at 6%.
SHELTER BOX USA 401 K PROFIT SHARING PLAN TRUST-7$91,456$14,107$2,015iApproximate average salary by contribution assumption: employee only about $50,382 at 4% or $33,588 at 6%; with 50% employer match about $33,588 at 4% or $22,392 at 6%; with 100% employer match about $25,191 at 4% or $16,794 at 6%.
201518$116,026$14,772$1,847iApproximate average salary by contribution assumption: employee only about $46,163 at 4% or $30,775 at 6%; with 50% employer match about $30,775 at 4% or $20,517 at 6%; with 100% employer match about $23,081 at 4% or $15,388 at 6%.
SHELTER BOX USA 401 K PROFIT SHARING PLAN TRUST-8$116,026$14,772$1,847iApproximate average salary by contribution assumption: employee only about $46,163 at 4% or $30,775 at 6%; with 50% employer match about $30,775 at 4% or $20,517 at 6%; with 100% employer match about $23,081 at 4% or $15,388 at 6%.
201416$102,530$20,156$3,359iApproximate average salary by contribution assumption: employee only about $83,983 at 4% or $55,989 at 6%; with 50% employer match about $55,989 at 4% or $37,326 at 6%; with 100% employer match about $41,992 at 4% or $27,994 at 6%.
SHELTER BOX USA 401 K PROFIT SHARING PLAN TRUST-6$102,530$20,156$3,359iApproximate average salary by contribution assumption: employee only about $83,983 at 4% or $55,989 at 6%; with 50% employer match about $55,989 at 4% or $37,326 at 6%; with 100% employer match about $41,992 at 4% or $27,994 at 6%.
201313$78,657$19,634$6,545iApproximate average salary by contribution assumption: employee only about $163,617 at 4% or $109,078 at 6%; with 50% employer match about $109,078 at 4% or $72,719 at 6%; with 100% employer match about $81,808 at 4% or $54,539 at 6%.
SHELTER BOX USA 401 K PROFIT SHARING PLAN TRUST-3$78,657$19,634$6,545iApproximate average salary by contribution assumption: employee only about $163,617 at 4% or $109,078 at 6%; with 50% employer match about $109,078 at 4% or $72,719 at 6%; with 100% employer match about $81,808 at 4% or $54,539 at 6%.
201214$49,175$17,513$4,378iApproximate average salary by contribution assumption: employee only about $109,456 at 4% or $72,971 at 6%; with 50% employer match about $72,971 at 4% or $48,647 at 6%; with 100% employer match about $54,728 at 4% or $36,485 at 6%.
SHELTER BOX USA 401 K PROFIT SHARING PLAN TRUST-4$49,175$17,513$4,378iApproximate average salary by contribution assumption: employee only about $109,456 at 4% or $72,971 at 6%; with 50% employer match about $72,971 at 4% or $48,647 at 6%; with 100% employer match about $54,728 at 4% or $36,485 at 6%.
201114$26,704$16,041$4,010iApproximate average salary by contribution assumption: employee only about $100,256 at 4% or $66,838 at 6%; with 50% employer match about $66,838 at 4% or $44,558 at 6%; with 100% employer match about $50,128 at 4% or $33,419 at 6%.
SHELTER BOX USA 401 K PROFIT SHARING PLAN TRUST-4$26,704$16,041$4,010iApproximate average salary by contribution assumption: employee only about $100,256 at 4% or $66,838 at 6%; with 50% employer match about $66,838 at 4% or $44,558 at 6%; with 100% employer match about $50,128 at 4% or $33,419 at 6%.
201014$701$693$173iApproximate average salary by contribution assumption: employee only about $4,331 at 4% or $2,888 at 6%; with 50% employer match about $2,888 at 4% or $1,925 at 6%; with 100% employer match about $2,166 at 4% or $1,444 at 6%.
SHELTER BOX USA 401 K PROFIT SHARING PLAN TRUST-4$701$693$173iApproximate average salary by contribution assumption: employee only about $4,331 at 4% or $2,888 at 6%; with 50% employer match about $2,888 at 4% or $1,925 at 6%; with 100% employer match about $2,166 at 4% or $1,444 at 6%.