Civic Intelligence

Mutual Shareholder Services LLC

Plan context: Mutual Shareholder Services LLC 401K Plan

EIN 34-1896033 • Broadview Heights, OH • 26 filings • 8 plans

8000 Town Centre Drive,Suite 400Broadview Heights, OH 44147
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$6,116,554

2024 Contributions

$252,443

Historical Graphs

Total Assets Over Time

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

$6,116,554$3,058,277$0199920122024YearValue
$6,116,554Latest year 2024

Participants Over Time

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

29150199920122024YearValue
20Latest 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
2024120$6,116,554$252,443$12,622iApproximate average salary by contribution assumption: employee only about $315,554 at 4% or $210,369 at 6%; with 50% employer match about $210,369 at 4% or $140,246 at 6%; with 100% employer match about $157,777 at 4% or $105,185 at 6%.
Mutual Shareholder Services LLC 401K Plan-20$6,116,554$252,443$12,622iApproximate average salary by contribution assumption: employee only about $315,554 at 4% or $210,369 at 6%; with 50% employer match about $210,369 at 4% or $140,246 at 6%; with 100% employer match about $157,777 at 4% or $105,185 at 6%.
2023129$4,918,416$241,022$8,311iApproximate average salary by contribution assumption: employee only about $207,778 at 4% or $138,518 at 6%; with 50% employer match about $138,518 at 4% or $92,346 at 6%; with 100% employer match about $103,889 at 4% or $69,259 at 6%.
Mutual Shareholder Services LLC 401K Plan-29$4,918,416$241,022$8,311iApproximate average salary by contribution assumption: employee only about $207,778 at 4% or $138,518 at 6%; with 50% employer match about $138,518 at 4% or $92,346 at 6%; with 100% employer match about $103,889 at 4% or $69,259 at 6%.
2022127$3,951,574$224,729$8,323iApproximate average salary by contribution assumption: employee only about $208,082 at 4% or $138,722 at 6%; with 50% employer match about $138,722 at 4% or $92,481 at 6%; with 100% employer match about $104,041 at 4% or $69,361 at 6%.
Mutual Shareholder Services LLC 401K Plan-27$3,951,574$224,729$8,323iApproximate average salary by contribution assumption: employee only about $208,082 at 4% or $138,722 at 6%; with 50% employer match about $138,722 at 4% or $92,481 at 6%; with 100% employer match about $104,041 at 4% or $69,361 at 6%.
2021124$5,265,156$223,058$9,294iApproximate average salary by contribution assumption: employee only about $232,352 at 4% or $154,901 at 6%; with 50% employer match about $154,901 at 4% or $103,268 at 6%; with 100% employer match about $116,176 at 4% or $77,451 at 6%.
Mutual Shareholder Services LLC 401K Plan-24$5,265,156$223,058$9,294iApproximate average salary by contribution assumption: employee only about $232,352 at 4% or $154,901 at 6%; with 50% employer match about $154,901 at 4% or $103,268 at 6%; with 100% employer match about $116,176 at 4% or $77,451 at 6%.
2020128$4,685,350$197,931$7,069iApproximate average salary by contribution assumption: employee only about $176,724 at 4% or $117,816 at 6%; with 50% employer match about $117,816 at 4% or $78,544 at 6%; with 100% employer match about $88,362 at 4% or $58,908 at 6%.
Mutual Shareholder Services LLC 401K Plan-28$4,685,350$197,931$7,069iApproximate average salary by contribution assumption: employee only about $176,724 at 4% or $117,816 at 6%; with 50% employer match about $117,816 at 4% or $78,544 at 6%; with 100% employer match about $88,362 at 4% or $58,908 at 6%.
2019124$3,539,927$198,911$8,288iApproximate average salary by contribution assumption: employee only about $207,199 at 4% or $138,133 at 6%; with 50% employer match about $138,133 at 4% or $92,088 at 6%; with 100% employer match about $103,599 at 4% or $69,066 at 6%.
Mutual Shareholder Services LLC 401K Plan-24$3,539,927$198,911$8,288iApproximate average salary by contribution assumption: employee only about $207,199 at 4% or $138,133 at 6%; with 50% employer match about $138,133 at 4% or $92,088 at 6%; with 100% employer match about $103,599 at 4% or $69,066 at 6%.
2018123$2,574,952$191,575$8,329iApproximate average salary by contribution assumption: employee only about $208,234 at 4% or $138,822 at 6%; with 50% employer match about $138,822 at 4% or $92,548 at 6%; with 100% employer match about $104,117 at 4% or $69,411 at 6%.
Mutual Shareholder Services LLC 401K Plan-23$2,574,952$191,575$8,329iApproximate average salary by contribution assumption: employee only about $208,234 at 4% or $138,822 at 6%; with 50% employer match about $138,822 at 4% or $92,548 at 6%; with 100% employer match about $104,117 at 4% or $69,411 at 6%.
2017121$2,574,833$166,805$7,943iApproximate average salary by contribution assumption: employee only about $198,577 at 4% or $132,385 at 6%; with 50% employer match about $132,385 at 4% or $88,257 at 6%; with 100% employer match about $99,289 at 4% or $66,192 at 6%.
Mutual Shareholder Services LLC 401K Plan-21$2,574,833$166,805$7,943iApproximate average salary by contribution assumption: employee only about $198,577 at 4% or $132,385 at 6%; with 50% employer match about $132,385 at 4% or $88,257 at 6%; with 100% employer match about $99,289 at 4% or $66,192 at 6%.
2016121$1,975,277$167,423$7,973iApproximate average salary by contribution assumption: employee only about $199,313 at 4% or $132,875 at 6%; with 50% employer match about $132,875 at 4% or $88,584 at 6%; with 100% employer match about $99,657 at 4% or $66,438 at 6%.
Mutual Shareholder Services LLC 401K Plan-21$1,975,277$167,423$7,973iApproximate average salary by contribution assumption: employee only about $199,313 at 4% or $132,875 at 6%; with 50% employer match about $132,875 at 4% or $88,584 at 6%; with 100% employer match about $99,657 at 4% or $66,438 at 6%.
2015125$1,752,731$177,478$7,099iApproximate average salary by contribution assumption: employee only about $177,478 at 4% or $118,319 at 6%; with 50% employer match about $118,319 at 4% or $78,879 at 6%; with 100% employer match about $88,739 at 4% or $59,159 at 6%.
Mutual Shareholder Services LLC 401K Plan-25$1,752,731$177,478$7,099iApproximate average salary by contribution assumption: employee only about $177,478 at 4% or $118,319 at 6%; with 50% employer match about $118,319 at 4% or $78,879 at 6%; with 100% employer match about $88,739 at 4% or $59,159 at 6%.
2014125$1,627,822$189,478$7,579iApproximate average salary by contribution assumption: employee only about $189,478 at 4% or $126,319 at 6%; with 50% employer match about $126,319 at 4% or $84,212 at 6%; with 100% employer match about $94,739 at 4% or $63,159 at 6%.
Mutual Shareholder Services LLC 401K Plan-25$1,627,822$189,478$7,579iApproximate average salary by contribution assumption: employee only about $189,478 at 4% or $126,319 at 6%; with 50% employer match about $126,319 at 4% or $84,212 at 6%; with 100% employer match about $94,739 at 4% or $63,159 at 6%.
2013126$1,391,148$153,244$5,894iApproximate average salary by contribution assumption: employee only about $147,350 at 4% or $98,233 at 6%; with 50% employer match about $98,233 at 4% or $65,489 at 6%; with 100% employer match about $73,675 at 4% or $49,117 at 6%.
Mutual Shareholder Services LLC 401K Plan-26$1,391,148$153,244$5,894iApproximate average salary by contribution assumption: employee only about $147,350 at 4% or $98,233 at 6%; with 50% employer match about $98,233 at 4% or $65,489 at 6%; with 100% employer match about $73,675 at 4% or $49,117 at 6%.
2012126$978,972$129,547$4,983iApproximate average salary by contribution assumption: employee only about $124,564 at 4% or $83,043 at 6%; with 50% employer match about $83,043 at 4% or $55,362 at 6%; with 100% employer match about $62,282 at 4% or $41,521 at 6%.
Mutual Shareholder Services LLC 401K Plan-26$978,972$129,547$4,983iApproximate average salary by contribution assumption: employee only about $124,564 at 4% or $83,043 at 6%; with 50% employer match about $83,043 at 4% or $55,362 at 6%; with 100% employer match about $62,282 at 4% or $41,521 at 6%.
2011121$767,056$133,304$6,348iApproximate average salary by contribution assumption: employee only about $158,695 at 4% or $105,797 at 6%; with 50% employer match about $105,797 at 4% or $70,531 at 6%; with 100% employer match about $79,348 at 4% or $52,898 at 6%.
Mutual Shareholder Services LLC 401K Plan-21$767,056$133,304$6,348iApproximate average salary by contribution assumption: employee only about $158,695 at 4% or $105,797 at 6%; with 50% employer match about $105,797 at 4% or $70,531 at 6%; with 100% employer match about $79,348 at 4% or $52,898 at 6%.
2010116$656,228$87,115$5,445iApproximate average salary by contribution assumption: employee only about $136,117 at 4% or $90,745 at 6%; with 50% employer match about $90,745 at 4% or $60,497 at 6%; with 100% employer match about $68,059 at 4% or $45,372 at 6%.
Mutual Shareholder Services LLC 401K Plan-16$656,228$87,115$5,445iApproximate average salary by contribution assumption: employee only about $136,117 at 4% or $90,745 at 6%; with 50% employer match about $90,745 at 4% or $60,497 at 6%; with 100% employer match about $68,059 at 4% or $45,372 at 6%.
2009115$482,286$80,068$5,338iApproximate average salary by contribution assumption: employee only about $133,447 at 4% or $88,964 at 6%; with 50% employer match about $88,964 at 4% or $59,310 at 6%; with 100% employer match about $66,723 at 4% or $44,482 at 6%.
Mutual Shareholder Services LLC 401K Plan-15$482,286$80,068$5,338iApproximate average salary by contribution assumption: employee only about $133,447 at 4% or $88,964 at 6%; with 50% employer match about $88,964 at 4% or $59,310 at 6%; with 100% employer match about $66,723 at 4% or $44,482 at 6%.
2008114$287,341$72,431$5,174iApproximate average salary by contribution assumption: employee only about $129,341 at 4% or $86,227 at 6%; with 50% employer match about $86,227 at 4% or $57,485 at 6%; with 100% employer match about $64,671 at 4% or $43,114 at 6%.
Mutual Shareholder Services LLC 401K Plan-14$287,341$72,431$5,174iApproximate average salary by contribution assumption: employee only about $129,341 at 4% or $86,227 at 6%; with 50% employer match about $86,227 at 4% or $57,485 at 6%; with 100% employer match about $64,671 at 4% or $43,114 at 6%.
2007112$385,775$62,353$5,196iApproximate average salary by contribution assumption: employee only about $129,902 at 4% or $86,601 at 6%; with 50% employer match about $86,601 at 4% or $57,734 at 6%; with 100% employer match about $64,951 at 4% or $43,301 at 6%.
Mutual Shareholder Services LLC 401K Plan-12$385,775$62,353$5,196iApproximate average salary by contribution assumption: employee only about $129,902 at 4% or $86,601 at 6%; with 50% employer match about $86,601 at 4% or $57,734 at 6%; with 100% employer match about $64,951 at 4% or $43,301 at 6%.
2006110$308,505$38,422$3,842iApproximate average salary by contribution assumption: employee only about $96,055 at 4% or $64,037 at 6%; with 50% employer match about $64,037 at 4% or $42,691 at 6%; with 100% employer match about $48,028 at 4% or $32,018 at 6%.
Mutual Shareholder Services LLC 401K Plan-10$308,505$38,422$3,842iApproximate average salary by contribution assumption: employee only about $96,055 at 4% or $64,037 at 6%; with 50% employer match about $64,037 at 4% or $42,691 at 6%; with 100% employer match about $48,028 at 4% or $32,018 at 6%.
200518$253,219$35,112$4,389iApproximate average salary by contribution assumption: employee only about $109,725 at 4% or $73,150 at 6%; with 50% employer match about $73,150 at 4% or $48,767 at 6%; with 100% employer match about $54,863 at 4% or $36,575 at 6%.
Mutual Shareholder Services LLC 401K Plan-8$253,219$35,112$4,389iApproximate average salary by contribution assumption: employee only about $109,725 at 4% or $73,150 at 6%; with 50% employer match about $73,150 at 4% or $48,767 at 6%; with 100% employer match about $54,863 at 4% or $36,575 at 6%.
200419$223,288$33,358$3,706iApproximate average salary by contribution assumption: employee only about $92,661 at 4% or $61,774 at 6%; with 50% employer match about $61,774 at 4% or $41,183 at 6%; with 100% employer match about $46,331 at 4% or $30,887 at 6%.
Mutual Shareholder Services LLC 401K Plan-9$223,288$33,358$3,706iApproximate average salary by contribution assumption: employee only about $92,661 at 4% or $61,774 at 6%; with 50% employer match about $61,774 at 4% or $41,183 at 6%; with 100% employer match about $46,331 at 4% or $30,887 at 6%.
200317$171,357$27,022$3,860iApproximate average salary by contribution assumption: employee only about $96,507 at 4% or $64,338 at 6%; with 50% employer match about $64,338 at 4% or $42,892 at 6%; with 100% employer match about $48,254 at 4% or $32,169 at 6%.
Mutual Shareholder Services LLC 401K Plan-7$171,357$27,022$3,860iApproximate average salary by contribution assumption: employee only about $96,507 at 4% or $64,338 at 6%; with 50% employer match about $64,338 at 4% or $42,892 at 6%; with 100% employer match about $48,254 at 4% or $32,169 at 6%.
200216$112,134$24,390$4,065iApproximate average salary by contribution assumption: employee only about $101,625 at 4% or $67,750 at 6%; with 50% employer match about $67,750 at 4% or $45,167 at 6%; with 100% employer match about $50,813 at 4% or $33,875 at 6%.
Mutual Shareholder Services LLC 401K Plan-6$112,134$24,390$4,065iApproximate average salary by contribution assumption: employee only about $101,625 at 4% or $67,750 at 6%; with 50% employer match about $67,750 at 4% or $45,167 at 6%; with 100% employer match about $50,813 at 4% or $33,875 at 6%.
200115$0$0-
Mutual Shareholder Services LLC 401K Plan-5---
200015$47,602$45,214$9,043iApproximate average salary by contribution assumption: employee only about $226,070 at 4% or $150,713 at 6%; with 50% employer match about $150,713 at 4% or $100,476 at 6%; with 100% employer match about $113,035 at 4% or $75,357 at 6%.
Mutual Shareholder Services LLC 401K Plan-5$47,602$45,214$9,043iApproximate average salary by contribution assumption: employee only about $226,070 at 4% or $150,713 at 6%; with 50% employer match about $150,713 at 4% or $100,476 at 6%; with 100% employer match about $113,035 at 4% or $75,357 at 6%.
199915$3,577$3,164$633iApproximate average salary by contribution assumption: employee only about $15,820 at 4% or $10,547 at 6%; with 50% employer match about $10,547 at 4% or $7,031 at 6%; with 100% employer match about $7,910 at 4% or $5,273 at 6%.
Mutual Shareholder Services LLC 401K Plan-5$3,577$3,164$633iApproximate average salary by contribution assumption: employee only about $15,820 at 4% or $10,547 at 6%; with 50% employer match about $10,547 at 4% or $7,031 at 6%; with 100% employer match about $7,910 at 4% or $5,273 at 6%.