Civic Intelligence

Shelter Bay Securities LLC

Plan context: Shelter Bay Securities LLC 401(K) Plan

EIN 45-1808714 • 6 filings • 2 plans

Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$528,394

2014 Contributions

$22,000

Historical Graphs

Total Assets Over Time

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

$1,367,476$683,738$0201120122013YearValue
$528,394Latest year 2013

Participants Over Time

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

110201120122013YearValue
1Latest year 2013

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
201410$0$0-
Shelter Bay Securities LLC 401(K) Plan-0---
201311$528,394$0-
Shelter Bay Securities LLC 401(K) Plan-1$528,394--
201221$1,340,995$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
SHELTER BAY SECURITIES, LLC DEFINED BENEFIT PLAN-1$860,001--
Shelter Bay Securities LLC 401(K) Plan-1$480,994$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.
201121$1,367,476$97,000$97,000iApproximate average salary by contribution assumption: employee only about $2,425,000 at 4% or $1,616,667 at 6%; with 50% employer match about $1,616,667 at 4% or $1,077,778 at 6%; with 100% employer match about $1,212,500 at 4% or $808,333 at 6%.
SHELTER BAY SECURITIES, LLC DEFINED BENEFIT PLAN-1$936,374$75,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Shelter Bay Securities LLC 401(K) Plan-1$431,102$22,000$22,000iApproximate average salary by contribution assumption: employee only about $550,000 at 4% or $366,667 at 6%; with 50% employer match about $366,667 at 4% or $244,444 at 6%; with 100% employer match about $275,000 at 4% or $183,333 at 6%.