Civic Intelligence

Shema Holdings Inc.

Plan context: Shema Holdings Inc. Retirement Plan

EIN 27-0936808 • Charlotte, NC • 16 filings • 3 plans

324 Wendover Hill CourtCharlotte, NC 28211
Current Snapshot

Latest Year

2019

2019 Participants

5

2019 Assets

$1,104,381

2019 Contributions

$719

Historical Graphs

Total Assets Over Time

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

$1,104,381$552,191$0201120152018YearValue
$1,104,381Latest year 2018

Participants Over Time

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

530201120152018YearValue
5Latest year 2018

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
201920$0$719-
Retirement Security Plan and Trust-0---
Shema Holdings Inc. Retirement Plan-0-$719-
201825$1,104,381$31,114$6,223iApproximate average salary by contribution assumption: employee only about $155,570 at 4% or $103,713 at 6%; with 50% employer match about $103,713 at 4% or $69,142 at 6%; with 100% employer match about $77,785 at 4% or $51,857 at 6%.
Shema Holdings Inc. Retirement Plan-5$936,074$31,114$6,223iApproximate average salary by contribution assumption: employee only about $155,570 at 4% or $103,713 at 6%; with 50% employer match about $103,713 at 4% or $69,142 at 6%; with 100% employer match about $77,785 at 4% or $51,857 at 6%.
Retirement Security Plan and Trust-1$168,307--
201724$836,642$0-
Shema Holdings Inc. Retirement Plan-4$668,334--
Retirement Security Plan and Trust-1$168,308--
201622$776,088$0-
Shema Holdings Inc. Retirement Plan-2$607,782--
Retirement Security Plan and Trust-1$168,306--
201522$639,438$5,100$2,550iApproximate average salary by contribution assumption: employee only about $63,750 at 4% or $42,500 at 6%; with 50% employer match about $42,500 at 4% or $28,333 at 6%; with 100% employer match about $31,875 at 4% or $21,250 at 6%.
Shema Holdings Inc. Retirement Plan-2$471,132$5,100$2,550iApproximate average salary by contribution assumption: employee only about $63,750 at 4% or $42,500 at 6%; with 50% employer match about $42,500 at 4% or $28,333 at 6%; with 100% employer match about $31,875 at 4% or $21,250 at 6%.
Retirement Security Plan and Trust-1$168,306--
201423$482,720$200,023$66,674iApproximate average salary by contribution assumption: employee only about $1,666,858 at 4% or $1,111,239 at 6%; with 50% employer match about $1,111,239 at 4% or $740,826 at 6%; with 100% employer match about $833,429 at 4% or $555,619 at 6%.
Shema Holdings Inc. Retirement Plan-3$314,378$200,023$66,674iApproximate average salary by contribution assumption: employee only about $1,666,858 at 4% or $1,111,239 at 6%; with 50% employer match about $1,111,239 at 4% or $740,826 at 6%; with 100% employer match about $833,429 at 4% or $555,619 at 6%.
Retirement Security Plan and Trust-1$168,342--
201321$183,044$0-
Retirement Security Plan and Trust-1$183,044--
Shema Holdings Inc. Retirement Plan-0$0$0-
201211$180,813$765$765iApproximate average salary by contribution assumption: employee only about $19,125 at 4% or $12,750 at 6%; with 50% employer match about $12,750 at 4% or $8,500 at 6%; with 100% employer match about $9,563 at 4% or $6,375 at 6%.
Shema Holdings Inc. Retirement Plan-1$180,813$765$765iApproximate average salary by contribution assumption: employee only about $19,125 at 4% or $12,750 at 6%; with 50% employer match about $12,750 at 4% or $8,500 at 6%; with 100% employer match about $9,563 at 4% or $6,375 at 6%.
201111$217,960$650$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.
Retirement Security Plan and Trust-1$217,960$650$650iApproximate average salary by contribution assumption: employee only about $16,250 at 4% or $10,833 at 6%; with 50% employer match about $10,833 at 4% or $7,222 at 6%; with 100% employer match about $8,125 at 4% or $5,417 at 6%.