Civic Intelligence

SHALIMARE, INC.

Plan context: SHALIMARE, INC. SAFE HARBOR 401(K) PLAN

EIN 20-1344455 • Fort Myers, FL • 8 filings • 1 plans

613 Carolina AvenueFort Myers, FL 33905
Current Snapshot

Latest Year

2024

2024 Participants

48

2024 Assets

$784,868

2024 Contributions

$216,178

Historical Graphs

Total Assets Over Time

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

$812,120$406,060$0201720212024YearValue
$784,868Latest year 2024

Participants Over Time

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

54270201720212024YearValue
48Latest 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
2024148$784,868$216,178$4,504iApproximate average salary by contribution assumption: employee only about $112,593 at 4% or $75,062 at 6%; with 50% employer match about $75,062 at 4% or $50,041 at 6%; with 100% employer match about $56,296 at 4% or $37,531 at 6%.
SHALIMARE, INC. SAFE HARBOR 401(K) PLAN-48$784,868$216,178$4,504iApproximate average salary by contribution assumption: employee only about $112,593 at 4% or $75,062 at 6%; with 50% employer match about $75,062 at 4% or $50,041 at 6%; with 100% employer match about $56,296 at 4% or $37,531 at 6%.
2023146$716,343$202,615$4,405iApproximate average salary by contribution assumption: employee only about $110,117 at 4% or $73,411 at 6%; with 50% employer match about $73,411 at 4% or $48,941 at 6%; with 100% employer match about $55,058 at 4% or $36,706 at 6%.
SHALIMARE, INC. SAFE HARBOR 401(K) PLAN-46$716,343$202,615$4,405iApproximate average salary by contribution assumption: employee only about $110,117 at 4% or $73,411 at 6%; with 50% employer match about $73,411 at 4% or $48,941 at 6%; with 100% employer match about $55,058 at 4% or $36,706 at 6%.
2022150$812,120$206,403$4,128iApproximate average salary by contribution assumption: employee only about $103,202 at 4% or $68,801 at 6%; with 50% employer match about $68,801 at 4% or $45,867 at 6%; with 100% employer match about $51,601 at 4% or $34,401 at 6%.
SHALIMARE, INC. SAFE HARBOR 401(K) PLAN-50$812,120$206,403$4,128iApproximate average salary by contribution assumption: employee only about $103,202 at 4% or $68,801 at 6%; with 50% employer match about $68,801 at 4% or $45,867 at 6%; with 100% employer match about $51,601 at 4% or $34,401 at 6%.
2021154$705,786$208,001$3,852iApproximate average salary by contribution assumption: employee only about $96,297 at 4% or $64,198 at 6%; with 50% employer match about $64,198 at 4% or $42,799 at 6%; with 100% employer match about $48,148 at 4% or $32,099 at 6%.
SHALIMARE, INC. SAFE HARBOR 401(K) PLAN-54$705,786$208,001$3,852iApproximate average salary by contribution assumption: employee only about $96,297 at 4% or $64,198 at 6%; with 50% employer match about $64,198 at 4% or $42,799 at 6%; with 100% employer match about $48,148 at 4% or $32,099 at 6%.
2020142$474,594$151,753$3,613iApproximate average salary by contribution assumption: employee only about $90,329 at 4% or $60,219 at 6%; with 50% employer match about $60,219 at 4% or $40,146 at 6%; with 100% employer match about $45,165 at 4% or $30,110 at 6%.
SHALIMARE, INC. SAFE HARBOR 401(K) PLAN-42$474,594$151,753$3,613iApproximate average salary by contribution assumption: employee only about $90,329 at 4% or $60,219 at 6%; with 50% employer match about $60,219 at 4% or $40,146 at 6%; with 100% employer match about $45,165 at 4% or $30,110 at 6%.
2019145$323,531$143,288$3,184iApproximate average salary by contribution assumption: employee only about $79,604 at 4% or $53,070 at 6%; with 50% employer match about $53,070 at 4% or $35,380 at 6%; with 100% employer match about $39,802 at 4% or $26,535 at 6%.
SHALIMARE, INC. SAFE HARBOR 401(K) PLAN-45$323,531$143,288$3,184iApproximate average salary by contribution assumption: employee only about $79,604 at 4% or $53,070 at 6%; with 50% employer match about $53,070 at 4% or $35,380 at 6%; with 100% employer match about $39,802 at 4% or $26,535 at 6%.
2018142$170,395$147,075$3,502iApproximate average salary by contribution assumption: employee only about $87,545 at 4% or $58,363 at 6%; with 50% employer match about $58,363 at 4% or $38,909 at 6%; with 100% employer match about $43,772 at 4% or $29,182 at 6%.
SHALIMARE, INC. SAFE HARBOR 401(K) PLAN-42$170,395$147,075$3,502iApproximate average salary by contribution assumption: employee only about $87,545 at 4% or $58,363 at 6%; with 50% employer match about $58,363 at 4% or $38,909 at 6%; with 100% employer match about $43,772 at 4% or $29,182 at 6%.
2017143$41,513$41,160$957iApproximate average salary by contribution assumption: employee only about $23,930 at 4% or $15,953 at 6%; with 50% employer match about $15,953 at 4% or $10,636 at 6%; with 100% employer match about $11,965 at 4% or $7,977 at 6%.
SHALIMARE, INC. SAFE HARBOR 401(K) PLAN-43$41,513$41,160$957iApproximate average salary by contribution assumption: employee only about $23,930 at 4% or $15,953 at 6%; with 50% employer match about $15,953 at 4% or $10,636 at 6%; with 100% employer match about $11,965 at 4% or $7,977 at 6%.