Civic Intelligence

SHAREHOLDER SERVICES

Plan context: Shareholder Services LLC. 401(K) Plan

EIN 30-0207381 • Midland, MI • 13 filings • 2 plans

3900 Centennial DriveSuite CMidland, MI 48642
Current Snapshot

Latest Year

2021

2021 Participants

11

2021 Assets

$400,533

2021 Contributions

$26,217

Historical Graphs

Total Assets Over Time

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

$545,523$272,762$0200920152021YearValue
$400,533Latest year 2021

Participants Over Time

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

1580200920152021YearValue
11Latest year 2021

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
2021111$400,533$26,217$2,383iApproximate average salary by contribution assumption: employee only about $59,584 at 4% or $39,723 at 6%; with 50% employer match about $39,723 at 4% or $26,482 at 6%; with 100% employer match about $29,792 at 4% or $19,861 at 6%.
Shareholder Services LLC. 401(K) Plan-11$400,533$26,217$2,383iApproximate average salary by contribution assumption: employee only about $59,584 at 4% or $39,723 at 6%; with 50% employer match about $39,723 at 4% or $26,482 at 6%; with 100% employer match about $29,792 at 4% or $19,861 at 6%.
2020112$349,167$17,854$1,488iApproximate average salary by contribution assumption: employee only about $37,196 at 4% or $24,797 at 6%; with 50% employer match about $24,797 at 4% or $16,531 at 6%; with 100% employer match about $18,598 at 4% or $12,399 at 6%.
Shareholder Services LLC. 401(K) Plan-12$349,167$17,854$1,488iApproximate average salary by contribution assumption: employee only about $37,196 at 4% or $24,797 at 6%; with 50% employer match about $24,797 at 4% or $16,531 at 6%; with 100% employer match about $18,598 at 4% or $12,399 at 6%.
2019111$311,926$27,299$2,482iApproximate average salary by contribution assumption: employee only about $62,043 at 4% or $41,362 at 6%; with 50% employer match about $41,362 at 4% or $27,575 at 6%; with 100% employer match about $31,022 at 4% or $20,681 at 6%.
Shareholder Services LLC. 401(K) Plan-11$311,926$27,299$2,482iApproximate average salary by contribution assumption: employee only about $62,043 at 4% or $41,362 at 6%; with 50% employer match about $41,362 at 4% or $27,575 at 6%; with 100% employer match about $31,022 at 4% or $20,681 at 6%.
2018110$291,286$24,219$2,422iApproximate average salary by contribution assumption: employee only about $60,548 at 4% or $40,365 at 6%; with 50% employer match about $40,365 at 4% or $26,910 at 6%; with 100% employer match about $30,274 at 4% or $20,183 at 6%.
Shareholder Services LLC. 401(K) Plan-10$291,286$24,219$2,422iApproximate average salary by contribution assumption: employee only about $60,548 at 4% or $40,365 at 6%; with 50% employer match about $40,365 at 4% or $26,910 at 6%; with 100% employer match about $30,274 at 4% or $20,183 at 6%.
2017110$287,255$21,418$2,142iApproximate average salary by contribution assumption: employee only about $53,545 at 4% or $35,697 at 6%; with 50% employer match about $35,697 at 4% or $23,798 at 6%; with 100% employer match about $26,773 at 4% or $17,848 at 6%.
Shareholder Services LLC. 401(K) Plan-10$287,255$21,418$2,142iApproximate average salary by contribution assumption: employee only about $53,545 at 4% or $35,697 at 6%; with 50% employer match about $35,697 at 4% or $23,798 at 6%; with 100% employer match about $26,773 at 4% or $17,848 at 6%.
201617$239,607$18,230$2,604iApproximate average salary by contribution assumption: employee only about $65,107 at 4% or $43,405 at 6%; with 50% employer match about $43,405 at 4% or $28,937 at 6%; with 100% employer match about $32,554 at 4% or $21,702 at 6%.
Shareholder Services LLC. 401(K) Plan-7$239,607$18,230$2,604iApproximate average salary by contribution assumption: employee only about $65,107 at 4% or $43,405 at 6%; with 50% employer match about $43,405 at 4% or $28,937 at 6%; with 100% employer match about $32,554 at 4% or $21,702 at 6%.
201517$208,745$16,136$2,305iApproximate average salary by contribution assumption: employee only about $57,629 at 4% or $38,419 at 6%; with 50% employer match about $38,419 at 4% or $25,613 at 6%; with 100% employer match about $28,814 at 4% or $19,210 at 6%.
Shareholder Services LLC. 401(K) Plan-7$208,745$16,136$2,305iApproximate average salary by contribution assumption: employee only about $57,629 at 4% or $38,419 at 6%; with 50% employer match about $38,419 at 4% or $25,613 at 6%; with 100% employer match about $28,814 at 4% or $19,210 at 6%.
2014115$205,153$14,227$948iApproximate average salary by contribution assumption: employee only about $23,712 at 4% or $15,808 at 6%; with 50% employer match about $15,808 at 4% or $10,539 at 6%; with 100% employer match about $11,856 at 4% or $7,904 at 6%.
Shareholder Services LLC. 401(K) Plan-15$205,153$14,227$948iApproximate average salary by contribution assumption: employee only about $23,712 at 4% or $15,808 at 6%; with 50% employer match about $15,808 at 4% or $10,539 at 6%; with 100% employer match about $11,856 at 4% or $7,904 at 6%.
201316$197,293$8,335$1,389iApproximate average salary by contribution assumption: employee only about $34,729 at 4% or $23,153 at 6%; with 50% employer match about $23,153 at 4% or $15,435 at 6%; with 100% employer match about $17,365 at 4% or $11,576 at 6%.
Shareholder Services LLC. 401(K) Plan-6$197,293$8,335$1,389iApproximate average salary by contribution assumption: employee only about $34,729 at 4% or $23,153 at 6%; with 50% employer match about $23,153 at 4% or $15,435 at 6%; with 100% employer match about $17,365 at 4% or $11,576 at 6%.
201216$169,253$4,150$692iApproximate average salary by contribution assumption: employee only about $17,292 at 4% or $11,528 at 6%; with 50% employer match about $11,528 at 4% or $7,685 at 6%; with 100% employer match about $8,646 at 4% or $5,764 at 6%.
Shareholder Services LLC. 401(K) Plan-6$169,253$4,150$692iApproximate average salary by contribution assumption: employee only about $17,292 at 4% or $11,528 at 6%; with 50% employer match about $11,528 at 4% or $7,685 at 6%; with 100% employer match about $8,646 at 4% or $5,764 at 6%.
201115$183,141$3,561$712iApproximate average salary by contribution assumption: employee only about $17,805 at 4% or $11,870 at 6%; with 50% employer match about $11,870 at 4% or $7,913 at 6%; with 100% employer match about $8,903 at 4% or $5,935 at 6%.
Shareholder Services LLC. 401(K) Plan-5$183,141$3,561$712iApproximate average salary by contribution assumption: employee only about $17,805 at 4% or $11,870 at 6%; with 50% employer match about $11,870 at 4% or $7,913 at 6%; with 100% employer match about $8,903 at 4% or $5,935 at 6%.
201015$184,534$27,546$5,509iApproximate average salary by contribution assumption: employee only about $137,730 at 4% or $91,820 at 6%; with 50% employer match about $91,820 at 4% or $61,213 at 6%; with 100% employer match about $68,865 at 4% or $45,910 at 6%.
Shareholder Services LLC. 401(K) Plan-5$184,534$27,546$5,509iApproximate average salary by contribution assumption: employee only about $137,730 at 4% or $91,820 at 6%; with 50% employer match about $91,820 at 4% or $61,213 at 6%; with 100% employer match about $68,865 at 4% or $45,910 at 6%.
200916$545,523$516,000$86,000iApproximate average salary by contribution assumption: employee only about $2,150,000 at 4% or $1,433,333 at 6%; with 50% employer match about $1,433,333 at 4% or $955,556 at 6%; with 100% employer match about $1,075,000 at 4% or $716,667 at 6%.
Shareholder Services LLC. 401(K) Plan-6$545,523$516,000$86,000iApproximate average salary by contribution assumption: employee only about $2,150,000 at 4% or $1,433,333 at 6%; with 50% employer match about $1,433,333 at 4% or $955,556 at 6%; with 100% employer match about $1,075,000 at 4% or $716,667 at 6%.