Civic Intelligence

Shapestone

Plan context: Shapestone 401(K) P/S Plan

EIN 46-3125724 • Thousand Oaks, CA • 13 filings • 2 plans

1982 Smokewood CTThousand Oaks, CA 91362
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$96,032

2024 Contributions

$17,133

Historical Graphs

Total Assets Over Time

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

$253,172$126,586$0201320192024YearValue
$96,032Latest year 2024

Participants Over Time

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

320201320192024YearValue
3Latest 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
202413$96,032$0-
Shapestone 401(K) P/S Plan-3$96,032--
202313$92,050$0-
Shapestone 401(K) P/S Plan-3$92,050--
202213$88,011$0-
Shapestone 401(K) P/S Plan-3$88,011$0-
202113$89,584$0-
Shapestone 401(K) P/S Plan-3$89,584$0-
202011$86,274$17,133$17,133iApproximate average salary by contribution assumption: employee only about $428,325 at 4% or $285,550 at 6%; with 50% employer match about $285,550 at 4% or $190,367 at 6%; with 100% employer match about $214,163 at 4% or $142,775 at 6%.
Shapestone 401(K) P/S Plan-1$86,274$17,133$17,133iApproximate average salary by contribution assumption: employee only about $428,325 at 4% or $285,550 at 6%; with 50% employer match about $285,550 at 4% or $190,367 at 6%; with 100% employer match about $214,163 at 4% or $142,775 at 6%.
201913$157,355$0-
Shapestone 401(K) P/S Plan-3$157,355$0-
201813$169,206$0-
Shapestone 401(K) P/S Plan-3$169,206$0-
201713$167,586$0-
Shapestone 401(K) P/S Plan-3$167,586$0-
201613$162,317$0-
Shapestone 401(K) P/S Plan-3$162,317$0-
201513$155,913$16,525$5,508iApproximate average salary by contribution assumption: employee only about $137,708 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,854 at 4% or $45,903 at 6%.
Shapestone 401(K) P/S Plan-3$155,913$16,525$5,508iApproximate average salary by contribution assumption: employee only about $137,708 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,854 at 4% or $45,903 at 6%.
201422$253,172$222,434$111,217iApproximate average salary by contribution assumption: employee only about $2,780,425 at 4% or $1,853,617 at 6%; with 50% employer match about $1,853,617 at 4% or $1,235,744 at 6%; with 100% employer match about $1,390,213 at 4% or $926,808 at 6%.
Shapestone 401(K) P/S Plan-2$238,235$222,434$111,217iApproximate average salary by contribution assumption: employee only about $2,780,425 at 4% or $1,853,617 at 6%; with 50% employer match about $1,853,617 at 4% or $1,235,744 at 6%; with 100% employer match about $1,390,213 at 4% or $926,808 at 6%.
Shapestone 401(K) P/S Plan-1$14,937--
201311$14,436$14,400$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
Shapestone 401(K) P/S Plan-1$14,436$14,400$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.