Shugart Corporation
Plan context: SHUGART 401(K) PLAN
EIN 33-0161527 • Aliso Viejo, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2013
2013 Participants
2
2013 Assets
$21,950
2013 Contributions
$21,270
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 2 | $21,950 | $21,270 | $10,635iApproximate average salary by contribution assumption: employee only about $265,875 at 4% or $177,250 at 6%; with 50% employer match about $177,250 at 4% or $118,167 at 6%; with 100% employer match about $132,938 at 4% or $88,625 at 6%. |
| SHUGART 401(K) PLAN | - | 2 | $21,950 | $21,270 | $10,635iApproximate average salary by contribution assumption: employee only about $265,875 at 4% or $177,250 at 6%; with 50% employer match about $177,250 at 4% or $118,167 at 6%; with 100% employer match about $132,938 at 4% or $88,625 at 6%. |
| 2006 | 1 | 12 | $1,070,964 | $115,862 | $9,655iApproximate average salary by contribution assumption: employee only about $241,379 at 4% or $160,919 at 6%; with 50% employer match about $160,919 at 4% or $107,280 at 6%; with 100% employer match about $120,690 at 4% or $80,460 at 6%. |
| The Shugart Corporation Retirement Savings Plan | - | 12 | $1,070,964 | $115,862 | $9,655iApproximate average salary by contribution assumption: employee only about $241,379 at 4% or $160,919 at 6%; with 50% employer match about $160,919 at 4% or $107,280 at 6%; with 100% employer match about $120,690 at 4% or $80,460 at 6%. |
| 2005 | 1 | 10 | $856,408 | $85,300 | $8,530iApproximate average salary by contribution assumption: employee only about $213,250 at 4% or $142,167 at 6%; with 50% employer match about $142,167 at 4% or $94,778 at 6%; with 100% employer match about $106,625 at 4% or $71,083 at 6%. |
| The Shugart Corporation Retirement Savings Plan | - | 10 | $856,408 | $85,300 | $8,530iApproximate average salary by contribution assumption: employee only about $213,250 at 4% or $142,167 at 6%; with 50% employer match about $142,167 at 4% or $94,778 at 6%; with 100% employer match about $106,625 at 4% or $71,083 at 6%. |
| 2004 | 1 | 8 | $688,520 | $90,610 | $11,326iApproximate average salary by contribution assumption: employee only about $283,156 at 4% or $188,771 at 6%; with 50% employer match about $188,771 at 4% or $125,847 at 6%; with 100% employer match about $141,578 at 4% or $94,385 at 6%. |
| The Shugart Corporation Retirement Savings Plan | - | 8 | $688,520 | $90,610 | $11,326iApproximate average salary by contribution assumption: employee only about $283,156 at 4% or $188,771 at 6%; with 50% employer match about $188,771 at 4% or $125,847 at 6%; with 100% employer match about $141,578 at 4% or $94,385 at 6%. |
| 2003 | 1 | 9 | $543,920 | $76,560 | $8,507iApproximate average salary by contribution assumption: employee only about $212,667 at 4% or $141,778 at 6%; with 50% employer match about $141,778 at 4% or $94,519 at 6%; with 100% employer match about $106,333 at 4% or $70,889 at 6%. |
| The Shugart Corporation Retirement Savings Plan | - | 9 | $543,920 | $76,560 | $8,507iApproximate average salary by contribution assumption: employee only about $212,667 at 4% or $141,778 at 6%; with 50% employer match about $141,778 at 4% or $94,519 at 6%; with 100% employer match about $106,333 at 4% or $70,889 at 6%. |
| 2002 | 1 | 20 | $447,678 | $70,599 | $3,530iApproximate average salary by contribution assumption: employee only about $88,249 at 4% or $58,833 at 6%; with 50% employer match about $58,833 at 4% or $39,222 at 6%; with 100% employer match about $44,124 at 4% or $29,416 at 6%. |
| The Shugart Corporation Retirement Savings Plan | - | 20 | $447,678 | $70,599 | $3,530iApproximate average salary by contribution assumption: employee only about $88,249 at 4% or $58,833 at 6%; with 50% employer match about $58,833 at 4% or $39,222 at 6%; with 100% employer match about $44,124 at 4% or $29,416 at 6%. |
| 2001 | 1 | 19 | $0 | $0 | - |
| The Shugart Corporation Retirement Savings Plan | - | 19 | - | - | - |