Sharesquared Inc.
Plan context: Sharesquared Inc. Retirement Plan
EIN 20-3696388 • Montrose, CA • 17 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,443,248
2024 Contributions
$6,872
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 | 0 | $0 | $6,872 | - |
| Sharesquared Inc. Retirement Plan | - | 0 | $0 | $6,872 | - |
| 2023 | 1 | 4 | $2,443,248 | $20,291 | $5,073iApproximate average salary by contribution assumption: employee only about $126,819 at 4% or $84,546 at 6%; with 50% employer match about $84,546 at 4% or $56,364 at 6%; with 100% employer match about $63,409 at 4% or $42,273 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 4 | $2,443,248 | $20,291 | $5,073iApproximate average salary by contribution assumption: employee only about $126,819 at 4% or $84,546 at 6%; with 50% employer match about $84,546 at 4% or $56,364 at 6%; with 100% employer match about $63,409 at 4% or $42,273 at 6%. |
| 2022 | 1 | 4 | $1,893,682 | $18,902 | $4,726iApproximate average salary by contribution assumption: employee only about $118,138 at 4% or $78,758 at 6%; with 50% employer match about $78,758 at 4% or $52,506 at 6%; with 100% employer match about $59,069 at 4% or $39,379 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 4 | $1,893,682 | $18,902 | $4,726iApproximate average salary by contribution assumption: employee only about $118,138 at 4% or $78,758 at 6%; with 50% employer match about $78,758 at 4% or $52,506 at 6%; with 100% employer match about $59,069 at 4% or $39,379 at 6%. |
| 2021 | 1 | 4 | $1,548,240 | $22,546 | $5,637iApproximate average salary by contribution assumption: employee only about $140,913 at 4% or $93,942 at 6%; with 50% employer match about $93,942 at 4% or $62,628 at 6%; with 100% employer match about $70,456 at 4% or $46,971 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 4 | $1,548,240 | $22,546 | $5,637iApproximate average salary by contribution assumption: employee only about $140,913 at 4% or $93,942 at 6%; with 50% employer match about $93,942 at 4% or $62,628 at 6%; with 100% employer match about $70,456 at 4% or $46,971 at 6%. |
| 2020 | 1 | 4 | $1,973,734 | $82,920 | $20,730iApproximate average salary by contribution assumption: employee only about $518,250 at 4% or $345,500 at 6%; with 50% employer match about $345,500 at 4% or $230,333 at 6%; with 100% employer match about $259,125 at 4% or $172,750 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 4 | $1,973,734 | $82,920 | $20,730iApproximate average salary by contribution assumption: employee only about $518,250 at 4% or $345,500 at 6%; with 50% employer match about $345,500 at 4% or $230,333 at 6%; with 100% employer match about $259,125 at 4% or $172,750 at 6%. |
| 2019 | 1 | 3 | $1,530,946 | $64,585 | $21,528iApproximate average salary by contribution assumption: employee only about $538,208 at 4% or $358,806 at 6%; with 50% employer match about $358,806 at 4% or $239,204 at 6%; with 100% employer match about $269,104 at 4% or $179,403 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 3 | $1,530,946 | $64,585 | $21,528iApproximate average salary by contribution assumption: employee only about $538,208 at 4% or $358,806 at 6%; with 50% employer match about $358,806 at 4% or $239,204 at 6%; with 100% employer match about $269,104 at 4% or $179,403 at 6%. |
| 2018 | 1 | 5 | $1,441,748 | $59,294 | $11,859iApproximate average salary by contribution assumption: employee only about $296,470 at 4% or $197,647 at 6%; with 50% employer match about $197,647 at 4% or $131,764 at 6%; with 100% employer match about $148,235 at 4% or $98,823 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 5 | $1,441,748 | $59,294 | $11,859iApproximate average salary by contribution assumption: employee only about $296,470 at 4% or $197,647 at 6%; with 50% employer match about $197,647 at 4% or $131,764 at 6%; with 100% employer match about $148,235 at 4% or $98,823 at 6%. |
| 2017 | 1 | 6 | $1,549,116 | $89,586 | $14,931iApproximate average salary by contribution assumption: employee only about $373,275 at 4% or $248,850 at 6%; with 50% employer match about $248,850 at 4% or $165,900 at 6%; with 100% employer match about $186,638 at 4% or $124,425 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 6 | $1,549,116 | $89,586 | $14,931iApproximate average salary by contribution assumption: employee only about $373,275 at 4% or $248,850 at 6%; with 50% employer match about $248,850 at 4% or $165,900 at 6%; with 100% employer match about $186,638 at 4% or $124,425 at 6%. |
| 2016 | 1 | 7 | $1,362,651 | $28,988 | $4,141iApproximate average salary by contribution assumption: employee only about $103,529 at 4% or $69,019 at 6%; with 50% employer match about $69,019 at 4% or $46,013 at 6%; with 100% employer match about $51,764 at 4% or $34,510 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 7 | $1,362,651 | $28,988 | $4,141iApproximate average salary by contribution assumption: employee only about $103,529 at 4% or $69,019 at 6%; with 50% employer match about $69,019 at 4% or $46,013 at 6%; with 100% employer match about $51,764 at 4% or $34,510 at 6%. |
| 2014 | 1 | 9 | $1,073,653 | $88,132 | $9,792iApproximate average salary by contribution assumption: employee only about $244,811 at 4% or $163,207 at 6%; with 50% employer match about $163,207 at 4% or $108,805 at 6%; with 100% employer match about $122,406 at 4% or $81,604 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 9 | $1,073,653 | $88,132 | $9,792iApproximate average salary by contribution assumption: employee only about $244,811 at 4% or $163,207 at 6%; with 50% employer match about $163,207 at 4% or $108,805 at 6%; with 100% employer match about $122,406 at 4% or $81,604 at 6%. |
| 2013 | 1 | 8 | $1,020,426 | $78,076 | $9,760iApproximate average salary by contribution assumption: employee only about $243,988 at 4% or $162,658 at 6%; with 50% employer match about $162,658 at 4% or $108,439 at 6%; with 100% employer match about $121,994 at 4% or $81,329 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 8 | $1,020,426 | $78,076 | $9,760iApproximate average salary by contribution assumption: employee only about $243,988 at 4% or $162,658 at 6%; with 50% employer match about $162,658 at 4% or $108,439 at 6%; with 100% employer match about $121,994 at 4% or $81,329 at 6%. |
| 2012 | 1 | 7 | $887,453 | $101,338 | $14,477iApproximate average salary by contribution assumption: employee only about $361,921 at 4% or $241,281 at 6%; with 50% employer match about $241,281 at 4% or $160,854 at 6%; with 100% employer match about $180,961 at 4% or $120,640 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 7 | $887,453 | $101,338 | $14,477iApproximate average salary by contribution assumption: employee only about $361,921 at 4% or $241,281 at 6%; with 50% employer match about $241,281 at 4% or $160,854 at 6%; with 100% employer match about $180,961 at 4% or $120,640 at 6%. |
| 2011 | 1 | 8 | $440,009 | $112,333 | $14,042iApproximate average salary by contribution assumption: employee only about $351,041 at 4% or $234,027 at 6%; with 50% employer match about $234,027 at 4% or $156,018 at 6%; with 100% employer match about $175,520 at 4% or $117,014 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 8 | $440,009 | $112,333 | $14,042iApproximate average salary by contribution assumption: employee only about $351,041 at 4% or $234,027 at 6%; with 50% employer match about $234,027 at 4% or $156,018 at 6%; with 100% employer match about $175,520 at 4% or $117,014 at 6%. |
| 2010 | 1 | 7 | $295,586 | $112,953 | $16,136iApproximate average salary by contribution assumption: employee only about $403,404 at 4% or $268,936 at 6%; with 50% employer match about $268,936 at 4% or $179,290 at 6%; with 100% employer match about $201,702 at 4% or $134,468 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 7 | $295,586 | $112,953 | $16,136iApproximate average salary by contribution assumption: employee only about $403,404 at 4% or $268,936 at 6%; with 50% employer match about $268,936 at 4% or $179,290 at 6%; with 100% employer match about $201,702 at 4% or $134,468 at 6%. |
| 2009 | 1 | 1 | $209,579 | $102,211 | $102,211iApproximate average salary by contribution assumption: employee only about $2,555,275 at 4% or $1,703,517 at 6%; with 50% employer match about $1,703,517 at 4% or $1,135,678 at 6%; with 100% employer match about $1,277,638 at 4% or $851,758 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 1 | $209,579 | $102,211 | $102,211iApproximate average salary by contribution assumption: employee only about $2,555,275 at 4% or $1,703,517 at 6%; with 50% employer match about $1,703,517 at 4% or $1,135,678 at 6%; with 100% employer match about $1,277,638 at 4% or $851,758 at 6%. |
| 2008 | 1 | 5 | $67,630 | $58,837 | $11,767iApproximate average salary by contribution assumption: employee only about $294,185 at 4% or $196,123 at 6%; with 50% employer match about $196,123 at 4% or $130,749 at 6%; with 100% employer match about $147,093 at 4% or $98,062 at 6%. |
| Sharesquared Inc. Retirement Plan | - | 5 | $67,630 | $58,837 | $11,767iApproximate average salary by contribution assumption: employee only about $294,185 at 4% or $196,123 at 6%; with 50% employer match about $196,123 at 4% or $130,749 at 6%; with 100% employer match about $147,093 at 4% or $98,062 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Sharesquared Inc. Retirement Plan | - | 1 | - | - | - |