Shelter Management Inc.
Plan context: Shelter Management Inc 401K Profit Sharing Plan & Trust
EIN 36-4336077 • Volo, IL • 11 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
3
2018 Assets
$1,520,416
2018 Contributions
$29,521
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 3 | $1,520,416 | $29,521 | $9,840iApproximate average salary by contribution assumption: employee only about $246,008 at 4% or $164,006 at 6%; with 50% employer match about $164,006 at 4% or $109,337 at 6%; with 100% employer match about $123,004 at 4% or $82,003 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 3 | $1,520,416 | $29,521 | $9,840iApproximate average salary by contribution assumption: employee only about $246,008 at 4% or $164,006 at 6%; with 50% employer match about $164,006 at 4% or $109,337 at 6%; with 100% employer match about $123,004 at 4% or $82,003 at 6%. |
| 2017 | 1 | 5 | $1,940,631 | $36,891 | $7,378iApproximate average salary by contribution assumption: employee only about $184,455 at 4% or $122,970 at 6%; with 50% employer match about $122,970 at 4% or $81,980 at 6%; with 100% employer match about $92,228 at 4% or $61,485 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 5 | $1,940,631 | $36,891 | $7,378iApproximate average salary by contribution assumption: employee only about $184,455 at 4% or $122,970 at 6%; with 50% employer match about $122,970 at 4% or $81,980 at 6%; with 100% employer match about $92,228 at 4% or $61,485 at 6%. |
| 2016 | 1 | 5 | $1,702,420 | $14,349 | $2,870iApproximate average salary by contribution assumption: employee only about $71,745 at 4% or $47,830 at 6%; with 50% employer match about $47,830 at 4% or $31,887 at 6%; with 100% employer match about $35,873 at 4% or $23,915 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 5 | $1,702,420 | $14,349 | $2,870iApproximate average salary by contribution assumption: employee only about $71,745 at 4% or $47,830 at 6%; with 50% employer match about $47,830 at 4% or $31,887 at 6%; with 100% employer match about $35,873 at 4% or $23,915 at 6%. |
| 2015 | 1 | 5 | $1,540,991 | $23,099 | $4,620iApproximate average salary by contribution assumption: employee only about $115,495 at 4% or $76,997 at 6%; with 50% employer match about $76,997 at 4% or $51,331 at 6%; with 100% employer match about $57,748 at 4% or $38,498 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 5 | $1,540,991 | $23,099 | $4,620iApproximate average salary by contribution assumption: employee only about $115,495 at 4% or $76,997 at 6%; with 50% employer match about $76,997 at 4% or $51,331 at 6%; with 100% employer match about $57,748 at 4% or $38,498 at 6%. |
| 2014 | 1 | 6 | $1,564,543 | $14,996 | $2,499iApproximate average salary by contribution assumption: employee only about $62,483 at 4% or $41,656 at 6%; with 50% employer match about $41,656 at 4% or $27,770 at 6%; with 100% employer match about $31,242 at 4% or $20,828 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 6 | $1,564,543 | $14,996 | $2,499iApproximate average salary by contribution assumption: employee only about $62,483 at 4% or $41,656 at 6%; with 50% employer match about $41,656 at 4% or $27,770 at 6%; with 100% employer match about $31,242 at 4% or $20,828 at 6%. |
| 2013 | 1 | 5 | $1,455,574 | $4,811 | $962iApproximate average salary by contribution assumption: employee only about $24,055 at 4% or $16,037 at 6%; with 50% employer match about $16,037 at 4% or $10,691 at 6%; with 100% employer match about $12,028 at 4% or $8,018 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 5 | $1,455,574 | $4,811 | $962iApproximate average salary by contribution assumption: employee only about $24,055 at 4% or $16,037 at 6%; with 50% employer match about $16,037 at 4% or $10,691 at 6%; with 100% employer match about $12,028 at 4% or $8,018 at 6%. |
| 2012 | 1 | 5 | $1,302,557 | $3,776 | $755iApproximate average salary by contribution assumption: employee only about $18,880 at 4% or $12,587 at 6%; with 50% employer match about $12,587 at 4% or $8,391 at 6%; with 100% employer match about $9,440 at 4% or $6,293 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 5 | $1,302,557 | $3,776 | $755iApproximate average salary by contribution assumption: employee only about $18,880 at 4% or $12,587 at 6%; with 50% employer match about $12,587 at 4% or $8,391 at 6%; with 100% employer match about $9,440 at 4% or $6,293 at 6%. |
| 2011 | 1 | 5 | $1,173,303 | $3,976 | $795iApproximate average salary by contribution assumption: employee only about $19,880 at 4% or $13,253 at 6%; with 50% employer match about $13,253 at 4% or $8,836 at 6%; with 100% employer match about $9,940 at 4% or $6,627 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 5 | $1,173,303 | $3,976 | $795iApproximate average salary by contribution assumption: employee only about $19,880 at 4% or $13,253 at 6%; with 50% employer match about $13,253 at 4% or $8,836 at 6%; with 100% employer match about $9,940 at 4% or $6,627 at 6%. |
| 2010 | 1 | 5 | $1,177,306 | $3,680 | $736iApproximate average salary by contribution assumption: employee only about $18,400 at 4% or $12,267 at 6%; with 50% employer match about $12,267 at 4% or $8,178 at 6%; with 100% employer match about $9,200 at 4% or $6,133 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 5 | $1,177,306 | $3,680 | $736iApproximate average salary by contribution assumption: employee only about $18,400 at 4% or $12,267 at 6%; with 50% employer match about $12,267 at 4% or $8,178 at 6%; with 100% employer match about $9,200 at 4% or $6,133 at 6%. |
| 2009 | 1 | 6 | $1,095,221 | $9,727 | $1,621iApproximate average salary by contribution assumption: employee only about $40,529 at 4% or $27,019 at 6%; with 50% employer match about $27,019 at 4% or $18,013 at 6%; with 100% employer match about $20,265 at 4% or $13,510 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 6 | $1,095,221 | $9,727 | $1,621iApproximate average salary by contribution assumption: employee only about $40,529 at 4% or $27,019 at 6%; with 50% employer match about $27,019 at 4% or $18,013 at 6%; with 100% employer match about $20,265 at 4% or $13,510 at 6%. |
| 2008 | 1 | 7 | $1,878,984 | $57,217 | $8,174iApproximate average salary by contribution assumption: employee only about $204,346 at 4% or $136,231 at 6%; with 50% employer match about $136,231 at 4% or $90,821 at 6%; with 100% employer match about $102,173 at 4% or $68,115 at 6%. |
| Shelter Management Inc 401K Profit Sharing Plan & Trust | - | 7 | $1,878,984 | $57,217 | $8,174iApproximate average salary by contribution assumption: employee only about $204,346 at 4% or $136,231 at 6%; with 50% employer match about $136,231 at 4% or $90,821 at 6%; with 100% employer match about $102,173 at 4% or $68,115 at 6%. |