Shelter Properties, LLC
Plan context: The Shelter Group 401K Plan
EIN 52-1950867 • 45 filings • 9 plans
Current Snapshot
Latest Year
2017
2017 Participants
2,749
2017 Assets
$37,173,759
2017 Contributions
$6,447,085
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 2,749 | $37,173,759 | $6,447,085 | $2,345iApproximate average salary by contribution assumption: employee only about $58,631 at 4% or $39,087 at 6%; with 50% employer match about $39,087 at 4% or $26,058 at 6%; with 100% employer match about $29,316 at 4% or $19,544 at 6%. |
| The Shelter Group 401K Plan | - | 2,749 | $37,173,759 | $6,447,085 | $2,345iApproximate average salary by contribution assumption: employee only about $58,631 at 4% or $39,087 at 6%; with 50% employer match about $39,087 at 4% or $26,058 at 6%; with 100% employer match about $29,316 at 4% or $19,544 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 841 | - | - | - |
| 2016 | 2 | 2,775 | $32,199,900 | $5,884,986 | $2,121iApproximate average salary by contribution assumption: employee only about $53,018 at 4% or $35,345 at 6%; with 50% employer match about $35,345 at 4% or $23,564 at 6%; with 100% employer match about $26,509 at 4% or $17,673 at 6%. |
| The Shelter Group 401K Plan | - | 2,775 | $32,199,900 | $5,884,986 | $2,121iApproximate average salary by contribution assumption: employee only about $53,018 at 4% or $35,345 at 6%; with 50% employer match about $35,345 at 4% or $23,564 at 6%; with 100% employer match about $26,509 at 4% or $17,673 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 1,833 | - | - | - |
| 2015 | 2 | 2,565 | $28,424,799 | $5,213,208 | $2,032iApproximate average salary by contribution assumption: employee only about $50,811 at 4% or $33,874 at 6%; with 50% employer match about $33,874 at 4% or $22,583 at 6%; with 100% employer match about $25,405 at 4% or $16,937 at 6%. |
| The Shelter Group 401K Plan | - | 2,565 | $28,424,799 | $5,213,208 | $2,032iApproximate average salary by contribution assumption: employee only about $50,811 at 4% or $33,874 at 6%; with 50% employer match about $33,874 at 4% or $22,583 at 6%; with 100% employer match about $25,405 at 4% or $16,937 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 1,914 | - | - | - |
| 2014 | 2 | 2,272 | $27,858,798 | $4,159,895 | $1,831iApproximate average salary by contribution assumption: employee only about $45,773 at 4% or $30,516 at 6%; with 50% employer match about $30,516 at 4% or $20,344 at 6%; with 100% employer match about $22,887 at 4% or $15,258 at 6%. |
| The Shelter Group 401K Plan | - | 2,272 | $27,858,798 | $4,159,895 | $1,831iApproximate average salary by contribution assumption: employee only about $45,773 at 4% or $30,516 at 6%; with 50% employer match about $30,516 at 4% or $20,344 at 6%; with 100% employer match about $22,887 at 4% or $15,258 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 1,589 | - | - | - |
| 2013 | 2 | 1,927 | $24,043,060 | $3,858,428 | $2,002iApproximate average salary by contribution assumption: employee only about $50,057 at 4% or $33,372 at 6%; with 50% employer match about $33,372 at 4% or $22,248 at 6%; with 100% employer match about $25,029 at 4% or $16,686 at 6%. |
| The Shelter Group 401K Plan | - | 1,927 | $24,043,060 | $3,858,428 | $2,002iApproximate average salary by contribution assumption: employee only about $50,057 at 4% or $33,372 at 6%; with 50% employer match about $33,372 at 4% or $22,248 at 6%; with 100% employer match about $25,029 at 4% or $16,686 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 1,401 | - | - | - |
| 2012 | 2 | 1,851 | $18,563,529 | $3,188,650 | $1,723iApproximate average salary by contribution assumption: employee only about $43,067 at 4% or $28,711 at 6%; with 50% employer match about $28,711 at 4% or $19,141 at 6%; with 100% employer match about $21,533 at 4% or $14,356 at 6%. |
| The Shelter Group 401K Plan | - | 1,851 | $18,563,529 | $3,188,650 | $1,723iApproximate average salary by contribution assumption: employee only about $43,067 at 4% or $28,711 at 6%; with 50% employer match about $28,711 at 4% or $19,141 at 6%; with 100% employer match about $21,533 at 4% or $14,356 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 1,304 | - | - | - |
| 2011 | 2 | 1,742 | $14,563,094 | $2,570,213 | $1,475iApproximate average salary by contribution assumption: employee only about $36,886 at 4% or $24,591 at 6%; with 50% employer match about $24,591 at 4% or $16,394 at 6%; with 100% employer match about $18,443 at 4% or $12,295 at 6%. |
| The Shelter Group 401K Plan | - | 1,742 | $14,563,094 | $2,570,213 | $1,475iApproximate average salary by contribution assumption: employee only about $36,886 at 4% or $24,591 at 6%; with 50% employer match about $24,591 at 4% or $16,394 at 6%; with 100% employer match about $18,443 at 4% or $12,295 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 1,193 | - | - | - |
| 2010 | 2 | 1,633 | $13,742,395 | $2,167,855 | $1,328iApproximate average salary by contribution assumption: employee only about $33,188 at 4% or $22,125 at 6%; with 50% employer match about $22,125 at 4% or $14,750 at 6%; with 100% employer match about $16,594 at 4% or $11,063 at 6%. |
| The Shelter Group 401K Plan | - | 1,633 | $13,742,395 | $2,167,855 | $1,328iApproximate average salary by contribution assumption: employee only about $33,188 at 4% or $22,125 at 6%; with 50% employer match about $22,125 at 4% or $14,750 at 6%; with 100% employer match about $16,594 at 4% or $11,063 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 1,112 | - | - | - |
| 2009 | 2 | 1,534 | $11,393,140 | $1,913,275 | $1,247iApproximate average salary by contribution assumption: employee only about $31,181 at 4% or $20,787 at 6%; with 50% employer match about $20,787 at 4% or $13,858 at 6%; with 100% employer match about $15,591 at 4% or $10,394 at 6%. |
| The Shelter Group 401K Plan | - | 1,534 | $11,393,140 | $1,913,275 | $1,247iApproximate average salary by contribution assumption: employee only about $31,181 at 4% or $20,787 at 6%; with 50% employer match about $20,787 at 4% or $13,858 at 6%; with 100% employer match about $15,591 at 4% or $10,394 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 1,146 | - | - | - |
| 2008 | 2 | 1,284 | $8,283,726 | $1,953,187 | $1,521iApproximate average salary by contribution assumption: employee only about $38,029 at 4% or $25,353 at 6%; with 50% employer match about $25,353 at 4% or $16,902 at 6%; with 100% employer match about $19,015 at 4% or $12,676 at 6%. |
| The Shelter Group 401K Plan | - | 1,284 | $8,283,726 | $1,953,187 | $1,521iApproximate average salary by contribution assumption: employee only about $38,029 at 4% or $25,353 at 6%; with 50% employer match about $25,353 at 4% or $16,902 at 6%; with 100% employer match about $19,015 at 4% or $12,676 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 942 | - | - | - |
| 2007 | 3 | 1,120 | $11,025,573 | $2,898,389 | $2,588iApproximate average salary by contribution assumption: employee only about $64,696 at 4% or $43,131 at 6%; with 50% employer match about $43,131 at 4% or $28,754 at 6%; with 100% employer match about $32,348 at 4% or $21,565 at 6%. |
| The Shelter Group 401K Plan | - | 1,120 | $11,025,573 | $1,737,835 | $1,552iApproximate average salary by contribution assumption: employee only about $38,791 at 4% or $25,861 at 6%; with 50% employer match about $25,861 at 4% or $17,240 at 6%; with 100% employer match about $19,395 at 4% or $12,930 at 6%. |
| The Shelter Group Employee Benefit Plan | - | 851 | - | - | - |
| THE SHELTER GROUP EMPLOYER MEDICAL PLAN | - | 0 | - | $1,160,554 | - |
| 2006 | 2 | 814 | $10,355,178 | $1,861,328 | $2,287iApproximate average salary by contribution assumption: employee only about $57,166 at 4% or $38,111 at 6%; with 50% employer match about $38,111 at 4% or $25,407 at 6%; with 100% employer match about $28,583 at 4% or $19,055 at 6%. |
| The Shelter Group 401K Plan | - | 814 | $10,355,178 | $1,861,328 | $2,287iApproximate average salary by contribution assumption: employee only about $57,166 at 4% or $38,111 at 6%; with 50% employer match about $38,111 at 4% or $25,407 at 6%; with 100% employer match about $28,583 at 4% or $19,055 at 6%. |
| THE SHELTER GROUP EMPLOYER MEDICAL PLAN | - | 784 | - | - | - |
| 2005 | 2 | 754 | $10,727,363 | $5,983,393 | $7,936iApproximate average salary by contribution assumption: employee only about $198,388 at 4% or $132,259 at 6%; with 50% employer match about $132,259 at 4% or $88,173 at 6%; with 100% employer match about $99,194 at 4% or $66,129 at 6%. |
| The Shelter Group 401K Plan | - | 754 | $8,746,247 | $1,158,313 | $1,536iApproximate average salary by contribution assumption: employee only about $38,406 at 4% or $25,604 at 6%; with 50% employer match about $25,604 at 4% or $17,069 at 6%; with 100% employer match about $19,203 at 4% or $12,802 at 6%. |
| THE SHELTER GROUP EMPLOYER MEDICAL PLAN | - | 665 | $1,981,116 | $4,825,080 | $7,256iApproximate average salary by contribution assumption: employee only about $181,394 at 4% or $120,929 at 6%; with 50% employer match about $120,929 at 4% or $80,620 at 6%; with 100% employer match about $90,697 at 4% or $60,465 at 6%. |
| 2004 | 3 | 876 | $1,223,578 | $4,677,799 | $5,340iApproximate average salary by contribution assumption: employee only about $133,499 at 4% or $88,999 at 6%; with 50% employer match about $88,999 at 4% or $59,333 at 6%; with 100% employer match about $66,749 at 4% or $44,500 at 6%. |
| THE SHELTER GROUP EMPLOYER MEDICAL PLAN | - | 684 | $1,223,578 | $4,677,799 | $6,839iApproximate average salary by contribution assumption: employee only about $170,972 at 4% or $113,981 at 6%; with 50% employer match about $113,981 at 4% or $75,988 at 6%; with 100% employer match about $85,486 at 4% or $56,991 at 6%. |
| Shelter Properties Life Insurance | - | 827 | - | - | - |
| Shelter Properties Long Term Disability and Loss of Time | - | 876 | - | - | - |
| 2003 | 3 | 835 | $183,305 | $3,807,447 | $4,560iApproximate average salary by contribution assumption: employee only about $113,995 at 4% or $75,997 at 6%; with 50% employer match about $75,997 at 4% or $50,665 at 6%; with 100% employer match about $56,998 at 4% or $37,998 at 6%. |
| THE SHELTER GROUP EMPLOYER MEDICAL PLAN | - | 625 | $183,305 | $3,807,447 | $6,092iApproximate average salary by contribution assumption: employee only about $152,298 at 4% or $101,532 at 6%; with 50% employer match about $101,532 at 4% or $67,688 at 6%; with 100% employer match about $76,149 at 4% or $50,766 at 6%. |
| Shelter Properties Life Insurance | - | 835 | - | - | - |
| Shelter Properties Long Term Disability and Loss of Time | - | 833 | - | - | - |
| 2002 | 3 | 756 | $0 | $0 | - |
| Shelter Properties Life Insurance | - | 756 | - | - | - |
| Shelter Properties Long Term Disability and Loss of Time | - | 756 | - | - | - |
| THE SHELTER GROUP EMPLOYER MEDICAL PLAN | - | 575 | - | - | - |
| 2001 | 3 | 912 | $304,494 | $2,458,727 | $2,696iApproximate average salary by contribution assumption: employee only about $67,399 at 4% or $44,933 at 6%; with 50% employer match about $44,933 at 4% or $29,955 at 6%; with 100% employer match about $33,700 at 4% or $22,466 at 6%. |
| THE SHELTER GROUP EMPLOYER MEDICAL PLAN | - | 600 | $304,494 | $2,458,727 | $4,098iApproximate average salary by contribution assumption: employee only about $102,447 at 4% or $68,298 at 6%; with 50% employer match about $68,298 at 4% or $45,532 at 6%; with 100% employer match about $51,223 at 4% or $34,149 at 6%. |
| Shelter Properties Long Term Disability and Loss of Time | - | 912 | - | - | - |
| Shelter Properties Life Insurance | - | 912 | - | - | - |
| 2000 | 4 | 690 | $0 | $0 | - |
| Shelter Properties Life Insurance | - | 690 | - | - | - |
| Shelter Properties Long Term Disability and Loss of Time | - | 690 | - | - | - |
| SHELTER GROUP HEALTH PLAN | - | 488 | - | - | - |
| THE SHELTER GROUP EMPLOYER MEDICAL PLAN | - | 584 | - | - | - |
| 1999 | 2 | 537 | $0 | $0 | - |
| Shelter Properties Long Term Disability and Loss of Time | - | 537 | - | - | - |
| Shelter Properties Life Insurance | - | 537 | - | - | - |