Civic Intelligence

Shelter Rock Management LLC

Plan context: Shelter Rock Management LLC 401K Plan

EIN 38-3746374 • Jericho, NY • 10 filings • 1 plans

375 North Broadway Suite 207Jericho, NY 11753
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,993,410

2024 Contributions

$913,249

Historical Graphs

Total Assets Over Time

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

$1,993,410$996,705$0201520202024YearValue
$1,993,410Latest year 2024

Participants Over Time

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

320201520202024YearValue
2Latest 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
202412$1,993,410$913,249$456,625iApproximate average salary by contribution assumption: employee only about $11,415,613 at 4% or $7,610,408 at 6%; with 50% employer match about $7,610,408 at 4% or $5,073,606 at 6%; with 100% employer match about $5,707,806 at 4% or $3,805,204 at 6%.
Shelter Rock Management LLC 401K Plan-2$1,993,410$913,249$456,625iApproximate average salary by contribution assumption: employee only about $11,415,613 at 4% or $7,610,408 at 6%; with 50% employer match about $7,610,408 at 4% or $5,073,606 at 6%; with 100% employer match about $5,707,806 at 4% or $3,805,204 at 6%.
202313$874,732$83,000$27,667iApproximate average salary by contribution assumption: employee only about $691,667 at 4% or $461,111 at 6%; with 50% employer match about $461,111 at 4% or $307,407 at 6%; with 100% employer match about $345,833 at 4% or $230,556 at 6%.
Shelter Rock Management LLC 401K Plan-3$874,732$83,000$27,667iApproximate average salary by contribution assumption: employee only about $691,667 at 4% or $461,111 at 6%; with 50% employer match about $461,111 at 4% or $307,407 at 6%; with 100% employer match about $345,833 at 4% or $230,556 at 6%.
202213$661,757$81,018$27,006iApproximate average salary by contribution assumption: employee only about $675,150 at 4% or $450,100 at 6%; with 50% employer match about $450,100 at 4% or $300,067 at 6%; with 100% employer match about $337,575 at 4% or $225,050 at 6%.
Shelter Rock Management LLC 401K Plan-3$661,757$81,018$27,006iApproximate average salary by contribution assumption: employee only about $675,150 at 4% or $450,100 at 6%; with 50% employer match about $450,100 at 4% or $300,067 at 6%; with 100% employer match about $337,575 at 4% or $225,050 at 6%.
202113$712,822$94,393$31,464iApproximate average salary by contribution assumption: employee only about $786,608 at 4% or $524,406 at 6%; with 50% employer match about $524,406 at 4% or $349,604 at 6%; with 100% employer match about $393,304 at 4% or $262,203 at 6%.
Shelter Rock Management LLC 401K Plan-3$712,822$94,393$31,464iApproximate average salary by contribution assumption: employee only about $786,608 at 4% or $524,406 at 6%; with 50% employer match about $524,406 at 4% or $349,604 at 6%; with 100% employer match about $393,304 at 4% or $262,203 at 6%.
202012$489,480$80,182$40,091iApproximate average salary by contribution assumption: employee only about $1,002,275 at 4% or $668,183 at 6%; with 50% employer match about $668,183 at 4% or $445,456 at 6%; with 100% employer match about $501,138 at 4% or $334,092 at 6%.
Shelter Rock Management LLC 401K Plan-2$489,480$80,182$40,091iApproximate average salary by contribution assumption: employee only about $1,002,275 at 4% or $668,183 at 6%; with 50% employer match about $668,183 at 4% or $445,456 at 6%; with 100% employer match about $501,138 at 4% or $334,092 at 6%.
201912$323,091$70,921$35,461iApproximate average salary by contribution assumption: employee only about $886,513 at 4% or $591,008 at 6%; with 50% employer match about $591,008 at 4% or $394,006 at 6%; with 100% employer match about $443,256 at 4% or $295,504 at 6%.
Shelter Rock Management LLC 401K Plan-2$323,091$70,921$35,461iApproximate average salary by contribution assumption: employee only about $886,513 at 4% or $591,008 at 6%; with 50% employer match about $591,008 at 4% or $394,006 at 6%; with 100% employer match about $443,256 at 4% or $295,504 at 6%.
201812$209,403$67,461$33,731iApproximate average salary by contribution assumption: employee only about $843,263 at 4% or $562,175 at 6%; with 50% employer match about $562,175 at 4% or $374,783 at 6%; with 100% employer match about $421,631 at 4% or $281,088 at 6%.
Shelter Rock Management LLC 401K Plan-2$209,403$67,461$33,731iApproximate average salary by contribution assumption: employee only about $843,263 at 4% or $562,175 at 6%; with 50% employer match about $562,175 at 4% or $374,783 at 6%; with 100% employer match about $421,631 at 4% or $281,088 at 6%.
201712$152,053$54,632$27,316iApproximate average salary by contribution assumption: employee only about $682,900 at 4% or $455,267 at 6%; with 50% employer match about $455,267 at 4% or $303,511 at 6%; with 100% employer match about $341,450 at 4% or $227,633 at 6%.
Shelter Rock Management LLC 401K Plan-2$152,053$54,632$27,316iApproximate average salary by contribution assumption: employee only about $682,900 at 4% or $455,267 at 6%; with 50% employer match about $455,267 at 4% or $303,511 at 6%; with 100% employer match about $341,450 at 4% or $227,633 at 6%.
201612$84,078$38,715$19,358iApproximate average salary by contribution assumption: employee only about $483,938 at 4% or $322,625 at 6%; with 50% employer match about $322,625 at 4% or $215,083 at 6%; with 100% employer match about $241,969 at 4% or $161,313 at 6%.
Shelter Rock Management LLC 401K Plan-2$84,078$38,715$19,358iApproximate average salary by contribution assumption: employee only about $483,938 at 4% or $322,625 at 6%; with 50% employer match about $322,625 at 4% or $215,083 at 6%; with 100% employer match about $241,969 at 4% or $161,313 at 6%.
201512$41,641$41,506$20,753iApproximate average salary by contribution assumption: employee only about $518,825 at 4% or $345,883 at 6%; with 50% employer match about $345,883 at 4% or $230,589 at 6%; with 100% employer match about $259,413 at 4% or $172,942 at 6%.
Shelter Rock Management LLC 401K Plan-2$41,641$41,506$20,753iApproximate average salary by contribution assumption: employee only about $518,825 at 4% or $345,883 at 6%; with 50% employer match about $345,883 at 4% or $230,589 at 6%; with 100% employer match about $259,413 at 4% or $172,942 at 6%.