Civic Intelligence

Shm7 Management Groups Insurance Trust

Plan context: Shm7 Management Groups Insurance Trust Employee Benefit Plan

EIN 47-2543552 • 10 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

270

2024 Assets

$614,367

2024 Contributions

$3,256,380

Historical Graphs

Total Assets Over Time

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

$855,711$427,856$0201520202024YearValue
$614,367Latest year 2024

Participants Over Time

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

2701350201520202024YearValue
270Latest 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
20241270$614,367$3,256,380$12,061iApproximate average salary by contribution assumption: employee only about $301,517 at 4% or $201,011 at 6%; with 50% employer match about $201,011 at 4% or $134,007 at 6%; with 100% employer match about $150,758 at 4% or $100,506 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-270$614,367$3,256,380$12,061iApproximate average salary by contribution assumption: employee only about $301,517 at 4% or $201,011 at 6%; with 50% employer match about $201,011 at 4% or $134,007 at 6%; with 100% employer match about $150,758 at 4% or $100,506 at 6%.
20231222$360,579$2,813,480$12,673iApproximate average salary by contribution assumption: employee only about $316,833 at 4% or $211,222 at 6%; with 50% employer match about $211,222 at 4% or $140,815 at 6%; with 100% employer match about $158,417 at 4% or $105,611 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-222$360,579$2,813,480$12,673iApproximate average salary by contribution assumption: employee only about $316,833 at 4% or $211,222 at 6%; with 50% employer match about $211,222 at 4% or $140,815 at 6%; with 100% employer match about $158,417 at 4% or $105,611 at 6%.
20221174$457,037$1,853,272$10,651iApproximate average salary by contribution assumption: employee only about $266,275 at 4% or $177,516 at 6%; with 50% employer match about $177,516 at 4% or $118,344 at 6%; with 100% employer match about $133,137 at 4% or $88,758 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-174$457,037$1,853,272$10,651iApproximate average salary by contribution assumption: employee only about $266,275 at 4% or $177,516 at 6%; with 50% employer match about $177,516 at 4% or $118,344 at 6%; with 100% employer match about $133,137 at 4% or $88,758 at 6%.
20211155$491,717$2,147,654$13,856iApproximate average salary by contribution assumption: employee only about $346,396 at 4% or $230,931 at 6%; with 50% employer match about $230,931 at 4% or $153,954 at 6%; with 100% employer match about $173,198 at 4% or $115,465 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-155$491,717$2,147,654$13,856iApproximate average salary by contribution assumption: employee only about $346,396 at 4% or $230,931 at 6%; with 50% employer match about $230,931 at 4% or $153,954 at 6%; with 100% employer match about $173,198 at 4% or $115,465 at 6%.
20201217$297,502$2,539,798$11,704iApproximate average salary by contribution assumption: employee only about $292,603 at 4% or $195,069 at 6%; with 50% employer match about $195,069 at 4% or $130,046 at 6%; with 100% employer match about $146,302 at 4% or $97,534 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-217$297,502$2,539,798$11,704iApproximate average salary by contribution assumption: employee only about $292,603 at 4% or $195,069 at 6%; with 50% employer match about $195,069 at 4% or $130,046 at 6%; with 100% employer match about $146,302 at 4% or $97,534 at 6%.
20191225$239,651$2,157,450$9,589iApproximate average salary by contribution assumption: employee only about $239,717 at 4% or $159,811 at 6%; with 50% employer match about $159,811 at 4% or $106,541 at 6%; with 100% employer match about $119,858 at 4% or $79,906 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-225$239,651$2,157,450$9,589iApproximate average salary by contribution assumption: employee only about $239,717 at 4% or $159,811 at 6%; with 50% employer match about $159,811 at 4% or $106,541 at 6%; with 100% employer match about $119,858 at 4% or $79,906 at 6%.
20181236$456,973$2,214,573$9,384iApproximate average salary by contribution assumption: employee only about $234,595 at 4% or $156,396 at 6%; with 50% employer match about $156,396 at 4% or $104,264 at 6%; with 100% employer match about $117,297 at 4% or $78,198 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-236$456,973$2,214,573$9,384iApproximate average salary by contribution assumption: employee only about $234,595 at 4% or $156,396 at 6%; with 50% employer match about $156,396 at 4% or $104,264 at 6%; with 100% employer match about $117,297 at 4% or $78,198 at 6%.
20171227$719,863$2,079,777$9,162iApproximate average salary by contribution assumption: employee only about $229,050 at 4% or $152,700 at 6%; with 50% employer match about $152,700 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-227$719,863$2,079,777$9,162iApproximate average salary by contribution assumption: employee only about $229,050 at 4% or $152,700 at 6%; with 50% employer match about $152,700 at 4% or $101,800 at 6%; with 100% employer match about $114,525 at 4% or $76,350 at 6%.
20161229$855,711$1,851,879$8,087iApproximate average salary by contribution assumption: employee only about $202,170 at 4% or $134,780 at 6%; with 50% employer match about $134,780 at 4% or $89,853 at 6%; with 100% employer match about $101,085 at 4% or $67,390 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-229$855,711$1,851,879$8,087iApproximate average salary by contribution assumption: employee only about $202,170 at 4% or $134,780 at 6%; with 50% employer match about $134,780 at 4% or $89,853 at 6%; with 100% employer match about $101,085 at 4% or $67,390 at 6%.
20151188$474,171$1,798,877$9,568iApproximate average salary by contribution assumption: employee only about $239,212 at 4% or $159,475 at 6%; with 50% employer match about $159,475 at 4% or $106,317 at 6%; with 100% employer match about $119,606 at 4% or $79,737 at 6%.
Shm7 Management Groups Insurance Trust Employee Benefit Plan-188$474,171$1,798,877$9,568iApproximate average salary by contribution assumption: employee only about $239,212 at 4% or $159,475 at 6%; with 50% employer match about $159,475 at 4% or $106,317 at 6%; with 100% employer match about $119,606 at 4% or $79,737 at 6%.