The Shakespeare Theatre
Plan context: The Shakespeare Theatre Company 403(B) Retirement Plan
EIN 52-1405988 • Washington, DC • 28 filings • 3 plans
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
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 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 2 | 110 | $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 | - | - | - |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 2 | 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 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 | - | - | - |
| 2017 | 2 | 116 | $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 | - | - | - |
| 2016 | 2 | 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 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 | - | - | - |
| 2015 | 2 | 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 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 | - | - | - |
| 2014 | 2 | 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 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 | - | - | - |
| 2013 | 2 | 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 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 | - | - | - |
| 2012 | 2 | 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 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 | - | - | - |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| The Shakespeare Theatre Company 403(B) Retirement Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| The Shakespeare Theatre Company 403(B) Retirement Plan | - | 0 | - | - | - |
| 2001 | 1 | 0 | $0 | $0 | - |
| The Shakespeare Theatre Company 403(B) Retirement Plan | - | 0 | - | - | - |
| 1999 | 1 | 43 | $0 | $0 | - |
| The Shakespeare Theatre Company 403(B) Retirement Plan | - | 43 | - | - | - |