Shariaportfolio Inc.
Plan context: Shariaportfolio Inc. 401(K) Plan
EIN 47-2224652 • Lake Mary, FL • 10 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
13
2024 Assets
$628,747
2024 Contributions
$126,473
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 13 | $628,747 | $126,473 | $9,729iApproximate average salary by contribution assumption: employee only about $243,217 at 4% or $162,145 at 6%; with 50% employer match about $162,145 at 4% or $108,097 at 6%; with 100% employer match about $121,609 at 4% or $81,072 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 13 | $628,747 | $126,473 | $9,729iApproximate average salary by contribution assumption: employee only about $243,217 at 4% or $162,145 at 6%; with 50% employer match about $162,145 at 4% or $108,097 at 6%; with 100% employer match about $121,609 at 4% or $81,072 at 6%. |
| 2023 | 1 | 10 | $455,814 | $89,602 | $8,960iApproximate average salary by contribution assumption: employee only about $224,005 at 4% or $149,337 at 6%; with 50% employer match about $149,337 at 4% or $99,558 at 6%; with 100% employer match about $112,003 at 4% or $74,668 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 10 | $455,814 | $89,602 | $8,960iApproximate average salary by contribution assumption: employee only about $224,005 at 4% or $149,337 at 6%; with 50% employer match about $149,337 at 4% or $99,558 at 6%; with 100% employer match about $112,003 at 4% or $74,668 at 6%. |
| 2022 | 1 | 9 | $313,732 | $64,319 | $7,147iApproximate average salary by contribution assumption: employee only about $178,664 at 4% or $119,109 at 6%; with 50% employer match about $119,109 at 4% or $79,406 at 6%; with 100% employer match about $89,332 at 4% or $59,555 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 9 | $313,732 | $64,319 | $7,147iApproximate average salary by contribution assumption: employee only about $178,664 at 4% or $119,109 at 6%; with 50% employer match about $119,109 at 4% or $79,406 at 6%; with 100% employer match about $89,332 at 4% or $59,555 at 6%. |
| 2021 | 1 | 10 | $305,010 | $67,576 | $6,758iApproximate average salary by contribution assumption: employee only about $168,940 at 4% or $112,627 at 6%; with 50% employer match about $112,627 at 4% or $75,084 at 6%; with 100% employer match about $84,470 at 4% or $56,313 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 10 | $305,010 | $67,576 | $6,758iApproximate average salary by contribution assumption: employee only about $168,940 at 4% or $112,627 at 6%; with 50% employer match about $112,627 at 4% or $75,084 at 6%; with 100% employer match about $84,470 at 4% or $56,313 at 6%. |
| 2020 | 1 | 9 | $193,260 | $46,987 | $5,221iApproximate average salary by contribution assumption: employee only about $130,519 at 4% or $87,013 at 6%; with 50% employer match about $87,013 at 4% or $58,009 at 6%; with 100% employer match about $65,260 at 4% or $43,506 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 9 | $193,260 | $46,987 | $5,221iApproximate average salary by contribution assumption: employee only about $130,519 at 4% or $87,013 at 6%; with 50% employer match about $87,013 at 4% or $58,009 at 6%; with 100% employer match about $65,260 at 4% or $43,506 at 6%. |
| 2019 | 1 | 9 | $118,614 | $28,187 | $3,132iApproximate average salary by contribution assumption: employee only about $78,297 at 4% or $52,198 at 6%; with 50% employer match about $52,198 at 4% or $34,799 at 6%; with 100% employer match about $39,149 at 4% or $26,099 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 9 | $118,614 | $28,187 | $3,132iApproximate average salary by contribution assumption: employee only about $78,297 at 4% or $52,198 at 6%; with 50% employer match about $52,198 at 4% or $34,799 at 6%; with 100% employer match about $39,149 at 4% or $26,099 at 6%. |
| 2018 | 1 | 8 | $91,044 | $31,934 | $3,992iApproximate average salary by contribution assumption: employee only about $99,794 at 4% or $66,529 at 6%; with 50% employer match about $66,529 at 4% or $44,353 at 6%; with 100% employer match about $49,897 at 4% or $33,265 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 8 | $91,044 | $31,934 | $3,992iApproximate average salary by contribution assumption: employee only about $99,794 at 4% or $66,529 at 6%; with 50% employer match about $66,529 at 4% or $44,353 at 6%; with 100% employer match about $49,897 at 4% or $33,265 at 6%. |
| 2017 | 1 | 5 | $66,023 | $7,693 | $1,539iApproximate average salary by contribution assumption: employee only about $38,465 at 4% or $25,643 at 6%; with 50% employer match about $25,643 at 4% or $17,096 at 6%; with 100% employer match about $19,233 at 4% or $12,822 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 5 | $66,023 | $7,693 | $1,539iApproximate average salary by contribution assumption: employee only about $38,465 at 4% or $25,643 at 6%; with 50% employer match about $25,643 at 4% or $17,096 at 6%; with 100% employer match about $19,233 at 4% or $12,822 at 6%. |
| 2016 | 1 | 9 | $68,571 | $30,817 | $3,424iApproximate average salary by contribution assumption: employee only about $85,603 at 4% or $57,069 at 6%; with 50% employer match about $57,069 at 4% or $38,046 at 6%; with 100% employer match about $42,801 at 4% or $28,534 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 9 | $68,571 | $30,817 | $3,424iApproximate average salary by contribution assumption: employee only about $85,603 at 4% or $57,069 at 6%; with 50% employer match about $57,069 at 4% or $38,046 at 6%; with 100% employer match about $42,801 at 4% or $28,534 at 6%. |
| 2015 | 1 | 9 | $41,045 | $42,261 | $4,696iApproximate average salary by contribution assumption: employee only about $117,392 at 4% or $78,261 at 6%; with 50% employer match about $78,261 at 4% or $52,174 at 6%; with 100% employer match about $58,696 at 4% or $39,131 at 6%. |
| Shariaportfolio Inc. 401(K) Plan | - | 9 | $41,045 | $42,261 | $4,696iApproximate average salary by contribution assumption: employee only about $117,392 at 4% or $78,261 at 6%; with 50% employer match about $78,261 at 4% or $52,174 at 6%; with 100% employer match about $58,696 at 4% or $39,131 at 6%. |