Civic Intelligence

The Shakespeare Theatre

Plan context: The Shakespeare Theatre Company 403(B) Retirement Plan

EIN 52-1405988 • Washington, DC • 28 filings • 3 plans

516 8th St SEWashington, DC 20003-2834
Current Snapshot

Latest Year

2024

2024 Participants

83

2024 Assets

$7,641,784

2024 Contributions

$381,500

Historical Graphs

Total Assets Over Time

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

$7,641,784$3,820,892$0200920172024YearValue
$7,641,784Latest year 2024

Participants Over Time

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

156780199920162024YearValue
83Latest 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
2024183$7,641,784$381,500$4,596iApproximate average salary by contribution assumption: employee only about $114,910 at 4% or $76,606 at 6%; with 50% employer match about $76,606 at 4% or $51,071 at 6%; with 100% employer match about $57,455 at 4% or $38,303 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-83$7,641,784$381,500$4,596iApproximate average salary by contribution assumption: employee only about $114,910 at 4% or $76,606 at 6%; with 50% employer match about $76,606 at 4% or $51,071 at 6%; with 100% employer match about $57,455 at 4% or $38,303 at 6%.
2023179$7,164,976$384,662$4,869iApproximate average salary by contribution assumption: employee only about $121,728 at 4% or $81,152 at 6%; with 50% employer match about $81,152 at 4% or $54,102 at 6%; with 100% employer match about $60,864 at 4% or $40,576 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-79$7,164,976$384,662$4,869iApproximate average salary by contribution assumption: employee only about $121,728 at 4% or $81,152 at 6%; with 50% employer match about $81,152 at 4% or $54,102 at 6%; with 100% employer match about $60,864 at 4% or $40,576 at 6%.
2022191$6,063,068$302,578$3,325iApproximate average salary by contribution assumption: employee only about $83,126 at 4% or $55,417 at 6%; with 50% employer match about $55,417 at 4% or $36,945 at 6%; with 100% employer match about $41,563 at 4% or $27,709 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-91$6,063,068$302,578$3,325iApproximate average salary by contribution assumption: employee only about $83,126 at 4% or $55,417 at 6%; with 50% employer match about $55,417 at 4% or $36,945 at 6%; with 100% employer match about $41,563 at 4% or $27,709 at 6%.
2021183$7,607,208$167,698$2,020iApproximate average salary by contribution assumption: employee only about $50,511 at 4% or $33,674 at 6%; with 50% employer match about $33,674 at 4% or $22,450 at 6%; with 100% employer match about $25,256 at 4% or $16,837 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-83$7,607,208$167,698$2,020iApproximate average salary by contribution assumption: employee only about $50,511 at 4% or $33,674 at 6%; with 50% employer match about $33,674 at 4% or $22,450 at 6%; with 100% employer match about $25,256 at 4% or $16,837 at 6%.
20202110$6,979,150$254,257$2,311iApproximate average salary by contribution assumption: employee only about $57,786 at 4% or $38,524 at 6%; with 50% employer match about $38,524 at 4% or $25,683 at 6%; with 100% employer match about $28,893 at 4% or $19,262 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-78$6,979,150$254,257$3,260iApproximate average salary by contribution assumption: employee only about $81,493 at 4% or $54,328 at 6%; with 50% employer match about $54,328 at 4% or $36,219 at 6%; with 100% employer match about $40,746 at 4% or $27,164 at 6%.
The Shakespeare Theatre Welfare Benefit Plan-110---
20191116$5,893,847$416,426$3,590iApproximate average salary by contribution assumption: employee only about $89,747 at 4% or $59,831 at 6%; with 50% employer match about $59,831 at 4% or $39,888 at 6%; with 100% employer match about $44,873 at 4% or $29,916 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-116$5,893,847$416,426$3,590iApproximate average salary by contribution assumption: employee only about $89,747 at 4% or $59,831 at 6%; with 50% employer match about $59,831 at 4% or $39,888 at 6%; with 100% employer match about $44,873 at 4% or $29,916 at 6%.
20182112$4,986,147$325,234$2,904iApproximate average salary by contribution assumption: employee only about $72,597 at 4% or $48,398 at 6%; with 50% employer match about $48,398 at 4% or $32,265 at 6%; with 100% employer match about $36,298 at 4% or $24,199 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-112$4,986,147$325,234$2,904iApproximate average salary by contribution assumption: employee only about $72,597 at 4% or $48,398 at 6%; with 50% employer match about $48,398 at 4% or $32,265 at 6%; with 100% employer match about $36,298 at 4% or $24,199 at 6%.
The Shakespeare Theatre Welfare Benefit Plan-110---
20172116$5,110,957$341,097$2,940iApproximate average salary by contribution assumption: employee only about $73,512 at 4% or $49,008 at 6%; with 50% employer match about $49,008 at 4% or $32,672 at 6%; with 100% employer match about $36,756 at 4% or $24,504 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-113$5,110,957$341,097$3,019iApproximate average salary by contribution assumption: employee only about $75,464 at 4% or $50,309 at 6%; with 50% employer match about $50,309 at 4% or $33,540 at 6%; with 100% employer match about $37,732 at 4% or $25,155 at 6%.
The Shakespeare Theatre Welfare Benefit Plan-116---
20162120$4,457,743$400,312$3,336iApproximate average salary by contribution assumption: employee only about $83,398 at 4% or $55,599 at 6%; with 50% employer match about $55,599 at 4% or $37,066 at 6%; with 100% employer match about $41,699 at 4% or $27,799 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-120$4,457,743$400,312$3,336iApproximate average salary by contribution assumption: employee only about $83,398 at 4% or $55,599 at 6%; with 50% employer match about $55,599 at 4% or $37,066 at 6%; with 100% employer match about $41,699 at 4% or $27,799 at 6%.
The Shakespeare Theatre Welfare Benefit Plan-111---
20152107$4,162,411$341,926$3,196iApproximate average salary by contribution assumption: employee only about $79,889 at 4% or $53,260 at 6%; with 50% employer match about $53,260 at 4% or $35,506 at 6%; with 100% employer match about $39,945 at 4% or $26,630 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-107$4,162,411$341,926$3,196iApproximate average salary by contribution assumption: employee only about $79,889 at 4% or $53,260 at 6%; with 50% employer match about $53,260 at 4% or $35,506 at 6%; with 100% employer match about $39,945 at 4% or $26,630 at 6%.
The Shakespeare Theatre Welfare Benefit Plan-103---
20142120$4,175,169$311,677$2,597iApproximate average salary by contribution assumption: employee only about $64,933 at 4% or $43,288 at 6%; with 50% employer match about $43,288 at 4% or $28,859 at 6%; with 100% employer match about $32,466 at 4% or $21,644 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-120$4,175,169$311,677$2,597iApproximate average salary by contribution assumption: employee only about $64,933 at 4% or $43,288 at 6%; with 50% employer match about $43,288 at 4% or $28,859 at 6%; with 100% employer match about $32,466 at 4% or $21,644 at 6%.
The Shakespeare Theatre Welfare Benefit Plan-114---
20132126$3,809,612$365,497$2,901iApproximate average salary by contribution assumption: employee only about $72,519 at 4% or $48,346 at 6%; with 50% employer match about $48,346 at 4% or $32,231 at 6%; with 100% employer match about $36,260 at 4% or $24,173 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-126$3,809,612$365,497$2,901iApproximate average salary by contribution assumption: employee only about $72,519 at 4% or $48,346 at 6%; with 50% employer match about $48,346 at 4% or $32,231 at 6%; with 100% employer match about $36,260 at 4% or $24,173 at 6%.
The Shakespeare Theatre Welfare Benefit Plan-112---
20122133$3,010,565$425,119$3,196iApproximate average salary by contribution assumption: employee only about $79,910 at 4% or $53,273 at 6%; with 50% employer match about $53,273 at 4% or $35,515 at 6%; with 100% employer match about $39,955 at 4% or $26,637 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-133$3,010,565$425,119$3,196iApproximate average salary by contribution assumption: employee only about $79,910 at 4% or $53,273 at 6%; with 50% employer match about $53,273 at 4% or $35,515 at 6%; with 100% employer match about $39,955 at 4% or $26,637 at 6%.
The Shakespeare Theatre Welfare Benefit Plan-112---
20111132$2,371,141$249,097$1,887iApproximate average salary by contribution assumption: employee only about $47,177 at 4% or $31,452 at 6%; with 50% employer match about $31,452 at 4% or $20,968 at 6%; with 100% employer match about $23,589 at 4% or $15,726 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-132$2,371,141$249,097$1,887iApproximate average salary by contribution assumption: employee only about $47,177 at 4% or $31,452 at 6%; with 50% employer match about $31,452 at 4% or $20,968 at 6%; with 100% employer match about $23,589 at 4% or $15,726 at 6%.
20101120$2,310,961$310,566$2,588iApproximate average salary by contribution assumption: employee only about $64,701 at 4% or $43,134 at 6%; with 50% employer match about $43,134 at 4% or $28,756 at 6%; with 100% employer match about $32,351 at 4% or $21,567 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-120$2,310,961$310,566$2,588iApproximate average salary by contribution assumption: employee only about $64,701 at 4% or $43,134 at 6%; with 50% employer match about $43,134 at 4% or $28,756 at 6%; with 100% employer match about $32,351 at 4% or $21,567 at 6%.
20091156$1,774,181$133,086$853iApproximate average salary by contribution assumption: employee only about $21,328 at 4% or $14,219 at 6%; with 50% employer match about $14,219 at 4% or $9,479 at 6%; with 100% employer match about $10,664 at 4% or $7,109 at 6%.
The Shakespeare Theatre Company 403(B) Retirement Plan-156$1,774,181$133,086$853iApproximate average salary by contribution assumption: employee only about $21,328 at 4% or $14,219 at 6%; with 50% employer match about $14,219 at 4% or $9,479 at 6%; with 100% employer match about $10,664 at 4% or $7,109 at 6%.
200810$0$0-
The Shakespeare Theatre Company 403(B) Retirement Plan-0---
200710$0$0-
The Shakespeare Theatre Company 403(B) Retirement Plan-0---
200110$0$0-
The Shakespeare Theatre Company 403(B) Retirement Plan-0---
1999143$0$0-
The Shakespeare Theatre Company 403(B) Retirement Plan-43---