Shelby State Bank
Plan context: Shelby State Bank Pension Plan
EIN 38-1066460 • Shelby, MI • 46 filings • 4 plans
Current Snapshot
Latest Year
2023
2023 Participants
5
2023 Assets
$534,524
2023 Contributions
$478,199
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 5 | $534,524 | $0 | - |
| Shelby State Bank Pension Plan | - | 5 | $534,524 | - | - |
| 2022 | 1 | 27 | $2,196,711 | $0 | - |
| Shelby State Bank Pension Plan | - | 27 | $2,196,711 | - | - |
| 2021 | 2 | 36 | $3,294,895 | $478,199 | $13,283iApproximate average salary by contribution assumption: employee only about $332,083 at 4% or $221,388 at 6%; with 50% employer match about $221,388 at 4% or $147,592 at 6%; with 100% employer match about $166,041 at 4% or $110,694 at 6%. |
| Shelby State Bank Pension Plan | - | 36 | $3,294,895 | $251,980 | $6,999iApproximate average salary by contribution assumption: employee only about $174,986 at 4% or $116,657 at 6%; with 50% employer match about $116,657 at 4% or $77,772 at 6%; with 100% employer match about $87,493 at 4% or $58,329 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 0 | - | $226,219 | - |
| 2020 | 2 | 105 | $11,188,523 | $606,455 | $5,776iApproximate average salary by contribution assumption: employee only about $144,394 at 4% or $96,263 at 6%; with 50% employer match about $96,263 at 4% or $64,175 at 6%; with 100% employer match about $72,197 at 4% or $48,131 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 105 | $7,911,714 | $606,455 | $5,776iApproximate average salary by contribution assumption: employee only about $144,394 at 4% or $96,263 at 6%; with 50% employer match about $96,263 at 4% or $64,175 at 6%; with 100% employer match about $72,197 at 4% or $48,131 at 6%. |
| Shelby State Bank Pension Plan | - | 37 | $3,276,809 | - | - |
| 2019 | 2 | 105 | $9,472,675 | $550,373 | $5,242iApproximate average salary by contribution assumption: employee only about $131,041 at 4% or $87,361 at 6%; with 50% employer match about $87,361 at 4% or $58,241 at 6%; with 100% employer match about $65,521 at 4% or $43,680 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 105 | $6,396,442 | $550,373 | $5,242iApproximate average salary by contribution assumption: employee only about $131,041 at 4% or $87,361 at 6%; with 50% employer match about $87,361 at 4% or $58,241 at 6%; with 100% employer match about $65,521 at 4% or $43,680 at 6%. |
| Shelby State Bank Pension Plan | - | 38 | $3,076,233 | - | - |
| 2018 | 2 | 106 | $8,918,748 | $462,448 | $4,363iApproximate average salary by contribution assumption: employee only about $109,068 at 4% or $72,712 at 6%; with 50% employer match about $72,712 at 4% or $48,475 at 6%; with 100% employer match about $54,534 at 4% or $36,356 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 106 | $5,078,366 | $462,448 | $4,363iApproximate average salary by contribution assumption: employee only about $109,068 at 4% or $72,712 at 6%; with 50% employer match about $72,712 at 4% or $48,475 at 6%; with 100% employer match about $54,534 at 4% or $36,356 at 6%. |
| Shelby State Bank Pension Plan | - | 42 | $3,840,382 | - | - |
| 2017 | 2 | 100 | $9,276,382 | $1,213,040 | $12,130iApproximate average salary by contribution assumption: employee only about $303,260 at 4% or $202,173 at 6%; with 50% employer match about $202,173 at 4% or $134,782 at 6%; with 100% employer match about $151,630 at 4% or $101,087 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 100 | $5,114,850 | $438,040 | $4,380iApproximate average salary by contribution assumption: employee only about $109,510 at 4% or $73,007 at 6%; with 50% employer match about $73,007 at 4% or $48,671 at 6%; with 100% employer match about $54,755 at 4% or $36,503 at 6%. |
| Shelby State Bank Pension Plan | - | 45 | $4,161,532 | $775,000 | $17,222iApproximate average salary by contribution assumption: employee only about $430,556 at 4% or $287,037 at 6%; with 50% employer match about $287,037 at 4% or $191,358 at 6%; with 100% employer match about $215,278 at 4% or $143,519 at 6%. |
| 2016 | 2 | 93 | $7,726,797 | $652,097 | $7,012iApproximate average salary by contribution assumption: employee only about $175,295 at 4% or $116,863 at 6%; with 50% employer match about $116,863 at 4% or $77,909 at 6%; with 100% employer match about $87,647 at 4% or $58,432 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 93 | $4,494,090 | $377,097 | $4,055iApproximate average salary by contribution assumption: employee only about $101,370 at 4% or $67,580 at 6%; with 50% employer match about $67,580 at 4% or $45,053 at 6%; with 100% employer match about $50,685 at 4% or $33,790 at 6%. |
| Shelby State Bank Pension Plan | - | 53 | $3,232,707 | $275,000 | $5,189iApproximate average salary by contribution assumption: employee only about $129,717 at 4% or $86,478 at 6%; with 50% employer match about $86,478 at 4% or $57,652 at 6%; with 100% employer match about $64,858 at 4% or $43,239 at 6%. |
| 2015 | 2 | 83 | $7,759,945 | $657,731 | $7,924iApproximate average salary by contribution assumption: employee only about $198,112 at 4% or $132,074 at 6%; with 50% employer match about $132,074 at 4% or $88,050 at 6%; with 100% employer match about $99,056 at 4% or $66,037 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 83 | $4,202,810 | $382,731 | $4,611iApproximate average salary by contribution assumption: employee only about $115,280 at 4% or $76,854 at 6%; with 50% employer match about $76,854 at 4% or $51,236 at 6%; with 100% employer match about $57,640 at 4% or $38,427 at 6%. |
| Shelby State Bank Pension Plan | - | 56 | $3,557,135 | $275,000 | $4,911iApproximate average salary by contribution assumption: employee only about $122,768 at 4% or $81,845 at 6%; with 50% employer match about $81,845 at 4% or $54,563 at 6%; with 100% employer match about $61,384 at 4% or $40,923 at 6%. |
| 2014 | 2 | 88 | $7,383,538 | $635,732 | $7,224iApproximate average salary by contribution assumption: employee only about $180,606 at 4% or $120,404 at 6%; with 50% employer match about $120,404 at 4% or $80,269 at 6%; with 100% employer match about $90,303 at 4% or $60,202 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 88 | $3,964,827 | $360,732 | $4,099iApproximate average salary by contribution assumption: employee only about $102,481 at 4% or $68,320 at 6%; with 50% employer match about $68,320 at 4% or $45,547 at 6%; with 100% employer match about $51,240 at 4% or $34,160 at 6%. |
| Shelby State Bank Pension Plan | - | 58 | $3,418,711 | $275,000 | $4,741iApproximate average salary by contribution assumption: employee only about $118,534 at 4% or $79,023 at 6%; with 50% employer match about $79,023 at 4% or $52,682 at 6%; with 100% employer match about $59,267 at 4% or $39,511 at 6%. |
| 2013 | 2 | 82 | $6,570,954 | $587,324 | $7,162iApproximate average salary by contribution assumption: employee only about $179,062 at 4% or $119,375 at 6%; with 50% employer match about $119,375 at 4% or $79,583 at 6%; with 100% employer match about $89,531 at 4% or $59,687 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 82 | $3,513,163 | $312,324 | $3,809iApproximate average salary by contribution assumption: employee only about $95,221 at 4% or $63,480 at 6%; with 50% employer match about $63,480 at 4% or $42,320 at 6%; with 100% employer match about $47,610 at 4% or $31,740 at 6%. |
| Shelby State Bank Pension Plan | - | 64 | $3,057,791 | $275,000 | $4,297iApproximate average salary by contribution assumption: employee only about $107,422 at 4% or $71,615 at 6%; with 50% employer match about $71,615 at 4% or $47,743 at 6%; with 100% employer match about $53,711 at 4% or $35,807 at 6%. |
| 2012 | 2 | 77 | $5,668,698 | $580,169 | $7,535iApproximate average salary by contribution assumption: employee only about $188,367 at 4% or $125,578 at 6%; with 50% employer match about $125,578 at 4% or $83,718 at 6%; with 100% employer match about $94,183 at 4% or $62,789 at 6%. |
| Shelby State Bank Pension Plan | - | 66 | $2,971,391 | $275,000 | $4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 77 | $2,697,307 | $305,169 | $3,963iApproximate average salary by contribution assumption: employee only about $99,081 at 4% or $66,054 at 6%; with 50% employer match about $66,054 at 4% or $44,036 at 6%; with 100% employer match about $49,540 at 4% or $33,027 at 6%. |
| 2011 | 2 | 76 | $5,022,236 | $538,887 | $7,091iApproximate average salary by contribution assumption: employee only about $177,265 at 4% or $118,177 at 6%; with 50% employer match about $118,177 at 4% or $78,785 at 6%; with 100% employer match about $88,633 at 4% or $59,088 at 6%. |
| Shelby State Bank Pension Plan | - | 72 | $2,753,664 | $250,000 | $3,472iApproximate average salary by contribution assumption: employee only about $86,806 at 4% or $57,870 at 6%; with 50% employer match about $57,870 at 4% or $38,580 at 6%; with 100% employer match about $43,403 at 4% or $28,935 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 76 | $2,268,572 | $288,887 | $3,801iApproximate average salary by contribution assumption: employee only about $95,029 at 4% or $63,352 at 6%; with 50% employer match about $63,352 at 4% or $42,235 at 6%; with 100% employer match about $47,514 at 4% or $31,676 at 6%. |
| 2010 | 2 | 74 | $4,545,691 | $535,818 | $7,241iApproximate average salary by contribution assumption: employee only about $181,020 at 4% or $120,680 at 6%; with 50% employer match about $120,680 at 4% or $80,453 at 6%; with 100% employer match about $90,510 at 4% or $60,340 at 6%. |
| Shelby State Bank Pension Plan | - | 74 | $2,488,185 | $250,000 | $3,378iApproximate average salary by contribution assumption: employee only about $84,459 at 4% or $56,306 at 6%; with 50% employer match about $56,306 at 4% or $37,538 at 6%; with 100% employer match about $42,230 at 4% or $28,153 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 72 | $2,057,506 | $285,818 | $3,970iApproximate average salary by contribution assumption: employee only about $99,242 at 4% or $66,162 at 6%; with 50% employer match about $66,162 at 4% or $44,108 at 6%; with 100% employer match about $49,621 at 4% or $33,081 at 6%. |
| 2009 | 2 | 82 | $3,739,994 | $371,558 | $4,531iApproximate average salary by contribution assumption: employee only about $113,280 at 4% or $75,520 at 6%; with 50% employer match about $75,520 at 4% or $50,347 at 6%; with 100% employer match about $56,640 at 4% or $37,760 at 6%. |
| Shelby State Bank Pension Plan | - | 78 | $2,128,052 | $175,000 | $2,244iApproximate average salary by contribution assumption: employee only about $56,090 at 4% or $37,393 at 6%; with 50% employer match about $37,393 at 4% or $24,929 at 6%; with 100% employer match about $28,045 at 4% or $18,697 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 82 | $1,611,942 | $196,558 | $2,397iApproximate average salary by contribution assumption: employee only about $59,926 at 4% or $39,951 at 6%; with 50% employer match about $39,951 at 4% or $26,634 at 6%; with 100% employer match about $29,963 at 4% or $19,975 at 6%. |
| 2008 | 2 | 70 | $3,206,942 | $547,075 | $7,815iApproximate average salary by contribution assumption: employee only about $195,384 at 4% or $130,256 at 6%; with 50% employer match about $130,256 at 4% or $86,837 at 6%; with 100% employer match about $97,692 at 4% or $65,128 at 6%. |
| Shelby State Bank Pension Plan | - | 70 | $1,979,311 | $301,695 | $4,310iApproximate average salary by contribution assumption: employee only about $107,748 at 4% or $71,832 at 6%; with 50% employer match about $71,832 at 4% or $47,888 at 6%; with 100% employer match about $53,874 at 4% or $35,916 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 70 | $1,227,631 | $245,380 | $3,505iApproximate average salary by contribution assumption: employee only about $87,636 at 4% or $58,424 at 6%; with 50% employer match about $58,424 at 4% or $38,949 at 6%; with 100% employer match about $43,818 at 4% or $29,212 at 6%. |
| 2007 | 2 | 77 | $3,927,738 | $520,418 | $6,759iApproximate average salary by contribution assumption: employee only about $168,967 at 4% or $112,645 at 6%; with 50% employer match about $112,645 at 4% or $75,096 at 6%; with 100% employer match about $84,483 at 4% or $56,322 at 6%. |
| Shelby State Bank Pension Plan | - | 65 | $2,334,329 | $301,695 | $4,641iApproximate average salary by contribution assumption: employee only about $116,037 at 4% or $77,358 at 6%; with 50% employer match about $77,358 at 4% or $51,572 at 6%; with 100% employer match about $58,018 at 4% or $38,679 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 77 | $1,593,409 | $218,723 | $2,841iApproximate average salary by contribution assumption: employee only about $71,014 at 4% or $47,343 at 6%; with 50% employer match about $47,343 at 4% or $31,562 at 6%; with 100% employer match about $35,507 at 4% or $23,671 at 6%. |
| 2006 | 2 | 79 | $3,444,457 | $509,069 | $6,444iApproximate average salary by contribution assumption: employee only about $161,098 at 4% or $107,399 at 6%; with 50% employer match about $107,399 at 4% or $71,599 at 6%; with 100% employer match about $80,549 at 4% or $53,699 at 6%. |
| Shelby State Bank Pension Plan | - | 74 | $2,081,986 | $301,695 | $4,077iApproximate average salary by contribution assumption: employee only about $101,924 at 4% or $67,949 at 6%; with 50% employer match about $67,949 at 4% or $45,300 at 6%; with 100% employer match about $50,962 at 4% or $33,975 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 79 | $1,362,471 | $207,374 | $2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,812 at 4% or $21,875 at 6%. |
| 2005 | 2 | 68 | $3,089,563 | $471,644 | $6,936iApproximate average salary by contribution assumption: employee only about $173,399 at 4% or $115,599 at 6%; with 50% employer match about $115,599 at 4% or $77,066 at 6%; with 100% employer match about $86,699 at 4% or $57,800 at 6%. |
| Shelby State Bank Pension Plan | - | 68 | $1,863,219 | $283,798 | $4,174iApproximate average salary by contribution assumption: employee only about $104,338 at 4% or $69,558 at 6%; with 50% employer match about $69,558 at 4% or $46,372 at 6%; with 100% employer match about $52,169 at 4% or $34,779 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 63 | $1,226,344 | $187,846 | $2,982iApproximate average salary by contribution assumption: employee only about $74,542 at 4% or $49,695 at 6%; with 50% employer match about $49,695 at 4% or $33,130 at 6%; with 100% employer match about $37,271 at 4% or $24,847 at 6%. |
| 2004 | 2 | 75 | $2,944,297 | $419,277 | $5,590iApproximate average salary by contribution assumption: employee only about $139,759 at 4% or $93,173 at 6%; with 50% employer match about $93,173 at 4% or $62,115 at 6%; with 100% employer match about $69,880 at 4% or $46,586 at 6%. |
| Shelby State Bank Pension Plan | - | 75 | $1,788,663 | $223,159 | $2,975iApproximate average salary by contribution assumption: employee only about $74,386 at 4% or $49,591 at 6%; with 50% employer match about $49,591 at 4% or $33,061 at 6%; with 100% employer match about $37,193 at 4% or $24,795 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 72 | $1,155,634 | $196,118 | $2,724iApproximate average salary by contribution assumption: employee only about $68,097 at 4% or $45,398 at 6%; with 50% employer match about $45,398 at 4% or $30,265 at 6%; with 100% employer match about $34,048 at 4% or $22,699 at 6%. |
| 2003 | 2 | 69 | $2,420,830 | $396,800 | $5,751iApproximate average salary by contribution assumption: employee only about $143,768 at 4% or $95,845 at 6%; with 50% employer match about $95,845 at 4% or $63,897 at 6%; with 100% employer match about $71,884 at 4% or $47,923 at 6%. |
| Shelby State Bank Pension Plan | - | 69 | $1,527,292 | $213,350 | $3,092iApproximate average salary by contribution assumption: employee only about $77,301 at 4% or $51,534 at 6%; with 50% employer match about $51,534 at 4% or $34,356 at 6%; with 100% employer match about $38,650 at 4% or $25,767 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 69 | $893,538 | $183,450 | $2,659iApproximate average salary by contribution assumption: employee only about $66,467 at 4% or $44,312 at 6%; with 50% employer match about $44,312 at 4% or $29,541 at 6%; with 100% employer match about $33,234 at 4% or $22,156 at 6%. |
| 2002 | 3 | 65 | $2,465,651 | $512,374 | $7,883iApproximate average salary by contribution assumption: employee only about $197,067 at 4% or $131,378 at 6%; with 50% employer match about $131,378 at 4% or $87,585 at 6%; with 100% employer match about $98,533 at 4% or $65,689 at 6%. |
| Shelby State Bank Pension Plan | - | 65 | $1,144,689 | $172,072 | $2,647iApproximate average salary by contribution assumption: employee only about $66,182 at 4% or $44,121 at 6%; with 50% employer match about $44,121 at 4% or $29,414 at 6%; with 100% employer match about $33,091 at 4% or $22,061 at 6%. |
| Shelby State Bank Pension Plan | - | 63 | $660,481 | $170,151 | $2,701iApproximate average salary by contribution assumption: employee only about $67,520 at 4% or $45,013 at 6%; with 50% employer match about $45,013 at 4% or $30,009 at 6%; with 100% employer match about $33,760 at 4% or $22,507 at 6%. |
| Shelby State Bank 401K Profit Sharing Plan | - | 63 | $660,481 | $170,151 | $2,701iApproximate average salary by contribution assumption: employee only about $67,520 at 4% or $45,013 at 6%; with 50% employer match about $45,013 at 4% or $30,009 at 6%; with 100% employer match about $33,760 at 4% or $22,507 at 6%. |
| 2001 | 1 | 61 | $1,295,981 | $143,268 | $2,349iApproximate average salary by contribution assumption: employee only about $58,716 at 4% or $39,144 at 6%; with 50% employer match about $39,144 at 4% or $26,096 at 6%; with 100% employer match about $29,358 at 4% or $19,572 at 6%. |
| Shelby State Bank Pension Plan | - | 61 | $1,295,981 | $143,268 | $2,349iApproximate average salary by contribution assumption: employee only about $58,716 at 4% or $39,144 at 6%; with 50% employer match about $39,144 at 4% or $26,096 at 6%; with 100% employer match about $29,358 at 4% or $19,572 at 6%. |
| 2000 | 1 | 58 | $672,910 | $173,806 | $2,997iApproximate average salary by contribution assumption: employee only about $74,916 at 4% or $49,944 at 6%; with 50% employer match about $49,944 at 4% or $33,296 at 6%; with 100% employer match about $37,458 at 4% or $24,972 at 6%. |
| Shelby State Bank Pension Plan | - | 58 | $672,910 | $173,806 | $2,997iApproximate average salary by contribution assumption: employee only about $74,916 at 4% or $49,944 at 6%; with 50% employer match about $49,944 at 4% or $33,296 at 6%; with 100% employer match about $37,458 at 4% or $24,972 at 6%. |
| 1999 | 1 | 49 | $1,389,616 | $90,584 | $1,849iApproximate average salary by contribution assumption: employee only about $46,216 at 4% or $30,811 at 6%; with 50% employer match about $30,811 at 4% or $20,541 at 6%; with 100% employer match about $23,108 at 4% or $15,405 at 6%. |
| Shelby State Bank Pension Plan | - | 49 | $1,389,616 | $90,584 | $1,849iApproximate average salary by contribution assumption: employee only about $46,216 at 4% or $30,811 at 6%; with 50% employer match about $30,811 at 4% or $20,541 at 6%; with 100% employer match about $23,108 at 4% or $15,405 at 6%. |