Civic Intelligence

Shelter Properties LLC

Plan context: The Shelter Group 401K Plan

EIN 52-1950865 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

739

2004 Assets

$7,803,309

2004 Contributions

$1,178,577

Historical Graphs

Total Assets Over Time

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

$7,803,309$3,901,655$0199920022004YearValue
$7,803,309Latest year 2004

Participants Over Time

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

8784390199920022004YearValue
739Latest year 2004

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
20041739$7,803,309$1,178,577$1,595iApproximate average salary by contribution assumption: employee only about $39,871 at 4% or $26,580 at 6%; with 50% employer match about $26,580 at 4% or $17,720 at 6%; with 100% employer match about $19,935 at 4% or $13,290 at 6%.
The Shelter Group 401K Plan-739$7,803,309$1,178,577$1,595iApproximate average salary by contribution assumption: employee only about $39,871 at 4% or $26,580 at 6%; with 50% employer match about $26,580 at 4% or $17,720 at 6%; with 100% employer match about $19,935 at 4% or $13,290 at 6%.
20031878$6,481,331$970,284$1,105iApproximate average salary by contribution assumption: employee only about $27,628 at 4% or $18,418 at 6%; with 50% employer match about $18,418 at 4% or $12,279 at 6%; with 100% employer match about $13,814 at 4% or $9,209 at 6%.
The Shelter Group 401K Plan-878$6,481,331$970,284$1,105iApproximate average salary by contribution assumption: employee only about $27,628 at 4% or $18,418 at 6%; with 50% employer match about $18,418 at 4% or $12,279 at 6%; with 100% employer match about $13,814 at 4% or $9,209 at 6%.
20021436$4,696,985$1,044,096$2,395iApproximate average salary by contribution assumption: employee only about $59,868 at 4% or $39,912 at 6%; with 50% employer match about $39,912 at 4% or $26,608 at 6%; with 100% employer match about $29,934 at 4% or $19,956 at 6%.
The Shelter Group 401K Plan-436$4,696,985$1,044,096$2,395iApproximate average salary by contribution assumption: employee only about $59,868 at 4% or $39,912 at 6%; with 50% employer match about $39,912 at 4% or $26,608 at 6%; with 100% employer match about $29,934 at 4% or $19,956 at 6%.
20011537$4,818,197$927,795$1,728iApproximate average salary by contribution assumption: employee only about $43,193 at 4% or $28,796 at 6%; with 50% employer match about $28,796 at 4% or $19,197 at 6%; with 100% employer match about $21,597 at 4% or $14,398 at 6%.
The Shelter Group 401K Plan-537$4,818,197$927,795$1,728iApproximate average salary by contribution assumption: employee only about $43,193 at 4% or $28,796 at 6%; with 50% employer match about $28,796 at 4% or $19,197 at 6%; with 100% employer match about $21,597 at 4% or $14,398 at 6%.
20001422$4,736,027$870,566$2,063iApproximate average salary by contribution assumption: employee only about $51,574 at 4% or $34,383 at 6%; with 50% employer match about $34,383 at 4% or $22,922 at 6%; with 100% employer match about $25,787 at 4% or $17,191 at 6%.
The Shelter Group 401K Plan-422$4,736,027$870,566$2,063iApproximate average salary by contribution assumption: employee only about $51,574 at 4% or $34,383 at 6%; with 50% employer match about $34,383 at 4% or $22,922 at 6%; with 100% employer match about $25,787 at 4% or $17,191 at 6%.
19991381$4,646,170$679,525$1,784iApproximate average salary by contribution assumption: employee only about $44,588 at 4% or $29,726 at 6%; with 50% employer match about $29,726 at 4% or $19,817 at 6%; with 100% employer match about $22,294 at 4% or $14,863 at 6%.
The Shelter Group 401K Plan-381$4,646,170$679,525$1,784iApproximate average salary by contribution assumption: employee only about $44,588 at 4% or $29,726 at 6%; with 50% employer match about $29,726 at 4% or $19,817 at 6%; with 100% employer match about $22,294 at 4% or $14,863 at 6%.