Shard Financial Services Inc.
Plan context: Shard Financial Services 401(K) Plan
EIN 20-4406921 • Cortez, FL • 5 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
5
2017 Assets
$138,882
2017 Contributions
$3,936
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $3,936 | - |
| Shard Financial Services 401(K) Plan | - | 0 | $0 | $3,936 | - |
| 2016 | 1 | 5 | $138,882 | $50,062 | $10,012iApproximate average salary by contribution assumption: employee only about $250,310 at 4% or $166,873 at 6%; with 50% employer match about $166,873 at 4% or $111,249 at 6%; with 100% employer match about $125,155 at 4% or $83,437 at 6%. |
| Shard Financial Services 401(K) Plan | - | 5 | $138,882 | $50,062 | $10,012iApproximate average salary by contribution assumption: employee only about $250,310 at 4% or $166,873 at 6%; with 50% employer match about $166,873 at 4% or $111,249 at 6%; with 100% employer match about $125,155 at 4% or $83,437 at 6%. |
| 2015 | 1 | 4 | $90,514 | $26,654 | $6,664iApproximate average salary by contribution assumption: employee only about $166,588 at 4% or $111,058 at 6%; with 50% employer match about $111,058 at 4% or $74,039 at 6%; with 100% employer match about $83,294 at 4% or $55,529 at 6%. |
| Shard Financial Services 401(K) Plan | - | 4 | $90,514 | $26,654 | $6,664iApproximate average salary by contribution assumption: employee only about $166,588 at 4% or $111,058 at 6%; with 50% employer match about $111,058 at 4% or $74,039 at 6%; with 100% employer match about $83,294 at 4% or $55,529 at 6%. |
| 2014 | 1 | 4 | $66,779 | $30,479 | $7,620iApproximate average salary by contribution assumption: employee only about $190,494 at 4% or $126,996 at 6%; with 50% employer match about $126,996 at 4% or $84,664 at 6%; with 100% employer match about $95,247 at 4% or $63,498 at 6%. |
| Shard Financial Services 401(K) Plan | - | 4 | $66,779 | $30,479 | $7,620iApproximate average salary by contribution assumption: employee only about $190,494 at 4% or $126,996 at 6%; with 50% employer match about $126,996 at 4% or $84,664 at 6%; with 100% employer match about $95,247 at 4% or $63,498 at 6%. |
| 2013 | 1 | 5 | $36,450 | $33,574 | $6,715iApproximate average salary by contribution assumption: employee only about $167,870 at 4% or $111,913 at 6%; with 50% employer match about $111,913 at 4% or $74,609 at 6%; with 100% employer match about $83,935 at 4% or $55,957 at 6%. |
| Shard Financial Services 401(K) Plan | - | 5 | $36,450 | $33,574 | $6,715iApproximate average salary by contribution assumption: employee only about $167,870 at 4% or $111,913 at 6%; with 50% employer match about $111,913 at 4% or $74,609 at 6%; with 100% employer match about $83,935 at 4% or $55,957 at 6%. |