Civic Intelligence

Serlin Haley LLP

Plan context: Sh 401(K)Plan

EIN 27-4405394 • Boston, MA • 22 filings • 3 plans

51 Franklin Street3rd FloorBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$4,830,895

2024 Contributions

$454,995

Historical Graphs

Total Assets Over Time

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

$4,830,895$2,415,448$0201120182024YearValue
$4,830,895Latest year 2024

Participants Over Time

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

20100201120182024YearValue
10Latest 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
2024210$4,830,895$454,995$45,500iApproximate average salary by contribution assumption: employee only about $1,137,488 at 4% or $758,325 at 6%; with 50% employer match about $758,325 at 4% or $505,550 at 6%; with 100% employer match about $568,744 at 4% or $379,163 at 6%.
Sh 401(K)Plan-10$3,145,015$254,995$25,500iApproximate average salary by contribution assumption: employee only about $637,488 at 4% or $424,992 at 6%; with 50% employer match about $424,992 at 4% or $283,328 at 6%; with 100% employer match about $318,744 at 4% or $212,496 at 6%.
SH CASH BALANCE PLAN-8$1,685,880$200,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
202329$3,963,995$510,521$56,725iApproximate average salary by contribution assumption: employee only about $1,418,114 at 4% or $945,409 at 6%; with 50% employer match about $945,409 at 4% or $630,273 at 6%; with 100% employer match about $709,057 at 4% or $472,705 at 6%.
Sh 401(K)Plan-9$2,580,735$210,521$23,391iApproximate average salary by contribution assumption: employee only about $584,781 at 4% or $389,854 at 6%; with 50% employer match about $389,854 at 4% or $259,902 at 6%; with 100% employer match about $292,390 at 4% or $194,927 at 6%.
SH CASH BALANCE PLAN-8$1,383,260$300,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
202229$3,002,665$416,966$46,330iApproximate average salary by contribution assumption: employee only about $1,158,239 at 4% or $772,159 at 6%; with 50% employer match about $772,159 at 4% or $514,773 at 6%; with 100% employer match about $579,119 at 4% or $386,080 at 6%.
Sh 401(K)Plan-9$2,012,864$228,202$25,356iApproximate average salary by contribution assumption: employee only about $633,894 at 4% or $422,596 at 6%; with 50% employer match about $422,596 at 4% or $281,731 at 6%; with 100% employer match about $316,947 at 4% or $211,298 at 6%.
SH CASH BALANCE PLAN-8$989,801$188,764$23,596iApproximate average salary by contribution assumption: employee only about $589,888 at 4% or $393,258 at 6%; with 50% employer match about $393,258 at 4% or $262,172 at 6%; with 100% employer match about $294,944 at 4% or $196,629 at 6%.
202129$3,130,166$376,882$41,876iApproximate average salary by contribution assumption: employee only about $1,046,894 at 4% or $697,930 at 6%; with 50% employer match about $697,930 at 4% or $465,286 at 6%; with 100% employer match about $523,447 at 4% or $348,965 at 6%.
Sh 401(K)Plan-9$2,158,227$187,292$20,810iApproximate average salary by contribution assumption: employee only about $520,256 at 4% or $346,837 at 6%; with 50% employer match about $346,837 at 4% or $231,225 at 6%; with 100% employer match about $260,128 at 4% or $173,419 at 6%.
SH CASH BALANCE PLAN-8$971,939$189,590$23,699iApproximate average salary by contribution assumption: employee only about $592,469 at 4% or $394,979 at 6%; with 50% employer match about $394,979 at 4% or $263,319 at 6%; with 100% employer match about $296,234 at 4% or $197,490 at 6%.
202028$2,448,476$369,959$46,245iApproximate average salary by contribution assumption: employee only about $1,156,122 at 4% or $770,748 at 6%; with 50% employer match about $770,748 at 4% or $513,832 at 6%; with 100% employer match about $578,061 at 4% or $385,374 at 6%.
Sh 401(K)Plan-8$1,740,268$160,369$20,046iApproximate average salary by contribution assumption: employee only about $501,153 at 4% or $334,102 at 6%; with 50% employer match about $334,102 at 4% or $222,735 at 6%; with 100% employer match about $250,577 at 4% or $167,051 at 6%.
SH CASH BALANCE PLAN-7$708,208$209,590$29,941iApproximate average salary by contribution assumption: employee only about $748,536 at 4% or $499,024 at 6%; with 50% employer match about $499,024 at 4% or $332,683 at 6%; with 100% employer match about $374,268 at 4% or $249,512 at 6%.
201928$1,896,437$306,059$38,257iApproximate average salary by contribution assumption: employee only about $956,434 at 4% or $637,623 at 6%; with 50% employer match about $637,623 at 4% or $425,082 at 6%; with 100% employer match about $478,217 at 4% or $318,811 at 6%.
Sh 401(K)Plan-8$1,359,160$156,059$19,507iApproximate average salary by contribution assumption: employee only about $487,684 at 4% or $325,123 at 6%; with 50% employer match about $325,123 at 4% or $216,749 at 6%; with 100% employer match about $243,842 at 4% or $162,561 at 6%.
SH CASH BALANCE PLAN-7$537,277$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
2018214$1,335,050$351,612$25,115iApproximate average salary by contribution assumption: employee only about $627,879 at 4% or $418,586 at 6%; with 50% employer match about $418,586 at 4% or $279,057 at 6%; with 100% employer match about $313,939 at 4% or $209,293 at 6%.
Sh 401(K)Plan-14$991,360$162,112$11,579iApproximate average salary by contribution assumption: employee only about $289,486 at 4% or $192,990 at 6%; with 50% employer match about $192,990 at 4% or $128,660 at 6%; with 100% employer match about $144,743 at 4% or $96,495 at 6%.
SH CASH BALANCE PLAN-7$343,690$189,500$27,071iApproximate average salary by contribution assumption: employee only about $676,786 at 4% or $451,190 at 6%; with 50% employer match about $451,190 at 4% or $300,794 at 6%; with 100% employer match about $338,393 at 4% or $225,595 at 6%.
2017212$1,053,821$348,919$29,077iApproximate average salary by contribution assumption: employee only about $726,915 at 4% or $484,610 at 6%; with 50% employer match about $484,610 at 4% or $323,073 at 6%; with 100% employer match about $363,457 at 4% or $242,305 at 6%.
Sh 401(K)Plan-12$887,692$182,790$15,233iApproximate average salary by contribution assumption: employee only about $380,813 at 4% or $253,875 at 6%; with 50% employer match about $253,875 at 4% or $169,250 at 6%; with 100% employer match about $190,406 at 4% or $126,938 at 6%.
SH CASH BALANCE PLAN-7$166,129$166,129$23,733iApproximate average salary by contribution assumption: employee only about $593,318 at 4% or $395,545 at 6%; with 50% employer match about $395,545 at 4% or $263,697 at 6%; with 100% employer match about $296,659 at 4% or $197,773 at 6%.
2016114$603,758$123,063$8,790iApproximate average salary by contribution assumption: employee only about $219,755 at 4% or $146,504 at 6%; with 50% employer match about $146,504 at 4% or $97,669 at 6%; with 100% employer match about $109,878 at 4% or $73,252 at 6%.
Sh 401(K)Plan-14$603,758$123,063$8,790iApproximate average salary by contribution assumption: employee only about $219,755 at 4% or $146,504 at 6%; with 50% employer match about $146,504 at 4% or $97,669 at 6%; with 100% employer match about $109,878 at 4% or $73,252 at 6%.
2015117$849,607$162,306$9,547iApproximate average salary by contribution assumption: employee only about $238,685 at 4% or $159,124 at 6%; with 50% employer match about $159,124 at 4% or $106,082 at 6%; with 100% employer match about $119,343 at 4% or $79,562 at 6%.
Sh 401(K)Plan-17$849,607$162,306$9,547iApproximate average salary by contribution assumption: employee only about $238,685 at 4% or $159,124 at 6%; with 50% employer match about $159,124 at 4% or $106,082 at 6%; with 100% employer match about $119,343 at 4% or $79,562 at 6%.
2014120$713,629$116,572$5,829iApproximate average salary by contribution assumption: employee only about $145,715 at 4% or $97,143 at 6%; with 50% employer match about $97,143 at 4% or $64,762 at 6%; with 100% employer match about $72,858 at 4% or $48,572 at 6%.
Sh 401(K)Plan-20$713,629$116,572$5,829iApproximate average salary by contribution assumption: employee only about $145,715 at 4% or $97,143 at 6%; with 50% employer match about $97,143 at 4% or $64,762 at 6%; with 100% employer match about $72,858 at 4% or $48,572 at 6%.
2013115$578,504$93,667$6,244iApproximate average salary by contribution assumption: employee only about $156,112 at 4% or $104,074 at 6%; with 50% employer match about $104,074 at 4% or $69,383 at 6%; with 100% employer match about $78,056 at 4% or $52,037 at 6%.
Sh 401(K)Plan-15$578,504$93,667$6,244iApproximate average salary by contribution assumption: employee only about $156,112 at 4% or $104,074 at 6%; with 50% employer match about $104,074 at 4% or $69,383 at 6%; with 100% employer match about $78,056 at 4% or $52,037 at 6%.
2012114$410,413$101,184$7,227iApproximate average salary by contribution assumption: employee only about $180,686 at 4% or $120,457 at 6%; with 50% employer match about $120,457 at 4% or $80,305 at 6%; with 100% employer match about $90,343 at 4% or $60,229 at 6%.
Sh 401(K)Plan-14$410,413$101,184$7,227iApproximate average salary by contribution assumption: employee only about $180,686 at 4% or $120,457 at 6%; with 50% employer match about $120,457 at 4% or $80,305 at 6%; with 100% employer match about $90,343 at 4% or $60,229 at 6%.
2011111$296,989$76,719$6,974iApproximate average salary by contribution assumption: employee only about $174,361 at 4% or $116,241 at 6%; with 50% employer match about $116,241 at 4% or $77,494 at 6%; with 100% employer match about $87,181 at 4% or $58,120 at 6%.
Sh 401(K)Plan-11$296,989$76,719$6,974iApproximate average salary by contribution assumption: employee only about $174,361 at 4% or $116,241 at 6%; with 50% employer match about $116,241 at 4% or $77,494 at 6%; with 100% employer match about $87,181 at 4% or $58,120 at 6%.