Sheltering Arms
Plan context: The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan
EIN 58-0566236 • Atlanta, GA • 68 filings • 17 plans
Current Snapshot
Latest Year
2024
2024 Participants
378
2024 Assets
$5,106,336
2024 Contributions
$522,611
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 | 5 | 378 | $5,106,336 | $522,611 | $1,383iApproximate average salary by contribution assumption: employee only about $34,564 at 4% or $23,043 at 6%; with 50% employer match about $23,043 at 4% or $15,362 at 6%; with 100% employer match about $17,282 at 4% or $11,521 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 335 | $5,106,336 | $522,611 | $1,560iApproximate average salary by contribution assumption: employee only about $39,001 at 4% or $26,001 at 6%; with 50% employer match about $26,001 at 4% or $17,334 at 6%; with 100% employer match about $19,500 at 4% or $13,000 at 6%. |
| Group Life Insurance | - | 378 | - | - | - |
| The Sheltering Arms Medical Plan | - | 338 | - | - | - |
| The Sheltering Arms Health Plan | - | 248 | - | - | - |
| Group Life Insurance | - | 334 | - | - | - |
| 2023 | 4 | 468 | $4,413,084 | $408,944 | $874iApproximate average salary by contribution assumption: employee only about $21,845 at 4% or $14,564 at 6%; with 50% employer match about $14,564 at 4% or $9,709 at 6%; with 100% employer match about $10,923 at 4% or $7,282 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 321 | $4,413,084 | $408,944 | $1,274iApproximate average salary by contribution assumption: employee only about $31,849 at 4% or $21,233 at 6%; with 50% employer match about $21,233 at 4% or $14,155 at 6%; with 100% employer match about $15,925 at 4% or $10,616 at 6%. |
| Group Life Insurance | - | 468 | - | - | - |
| The Sheltering Arms Medical Plan | - | 0 | - | - | - |
| The Sheltering Arms Health Plan | - | 0 | - | - | - |
| 2022 | 4 | 395 | $4,218,137 | $331,451 | $839iApproximate average salary by contribution assumption: employee only about $20,978 at 4% or $13,985 at 6%; with 50% employer match about $13,985 at 4% or $9,324 at 6%; with 100% employer match about $10,489 at 4% or $6,993 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 258 | $4,218,137 | $331,451 | $1,285iApproximate average salary by contribution assumption: employee only about $32,117 at 4% or $21,412 at 6%; with 50% employer match about $21,412 at 4% or $14,274 at 6%; with 100% employer match about $16,059 at 4% or $10,706 at 6%. |
| Group Life Insurance | - | 395 | - | - | - |
| The Sheltering Arms Medical Plan | - | 254 | - | - | - |
| The Sheltering Arms Health Plan | - | 204 | - | - | - |
| 2021 | 1 | 304 | $5,066,826 | $339,292 | $1,116iApproximate average salary by contribution assumption: employee only about $27,902 at 4% or $18,602 at 6%; with 50% employer match about $18,602 at 4% or $12,401 at 6%; with 100% employer match about $13,951 at 4% or $9,301 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 304 | $5,066,826 | $339,292 | $1,116iApproximate average salary by contribution assumption: employee only about $27,902 at 4% or $18,602 at 6%; with 50% employer match about $18,602 at 4% or $12,401 at 6%; with 100% employer match about $13,951 at 4% or $9,301 at 6%. |
| 2020 | 1 | 406 | $4,777,331 | $270,737 | $667iApproximate average salary by contribution assumption: employee only about $16,671 at 4% or $11,114 at 6%; with 50% employer match about $11,114 at 4% or $7,409 at 6%; with 100% employer match about $8,335 at 4% or $5,557 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 406 | $4,777,331 | $270,737 | $667iApproximate average salary by contribution assumption: employee only about $16,671 at 4% or $11,114 at 6%; with 50% employer match about $11,114 at 4% or $7,409 at 6%; with 100% employer match about $8,335 at 4% or $5,557 at 6%. |
| 2019 | 1 | 422 | $4,810,616 | $312,750 | $741iApproximate average salary by contribution assumption: employee only about $18,528 at 4% or $12,352 at 6%; with 50% employer match about $12,352 at 4% or $8,235 at 6%; with 100% employer match about $9,264 at 4% or $6,176 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 422 | $4,810,616 | $312,750 | $741iApproximate average salary by contribution assumption: employee only about $18,528 at 4% or $12,352 at 6%; with 50% employer match about $12,352 at 4% or $8,235 at 6%; with 100% employer match about $9,264 at 4% or $6,176 at 6%. |
| 2018 | 1 | 594 | $4,889,597 | $328,291 | $553iApproximate average salary by contribution assumption: employee only about $13,817 at 4% or $9,211 at 6%; with 50% employer match about $9,211 at 4% or $6,141 at 6%; with 100% employer match about $6,908 at 4% or $4,606 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 594 | $4,889,597 | $328,291 | $553iApproximate average salary by contribution assumption: employee only about $13,817 at 4% or $9,211 at 6%; with 50% employer match about $9,211 at 4% or $6,141 at 6%; with 100% employer match about $6,908 at 4% or $4,606 at 6%. |
| 2017 | 3 | 585 | $5,317,079 | $340,554 | $582iApproximate average salary by contribution assumption: employee only about $14,554 at 4% or $9,702 at 6%; with 50% employer match about $9,702 at 4% or $6,468 at 6%; with 100% employer match about $7,277 at 4% or $4,851 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 521 | $5,317,079 | $340,554 | $654iApproximate average salary by contribution assumption: employee only about $16,341 at 4% or $10,894 at 6%; with 50% employer match about $10,894 at 4% or $7,263 at 6%; with 100% employer match about $8,171 at 4% or $5,447 at 6%. |
| Group Life Insurance | - | 585 | - | - | - |
| Group Life Insurance Plan | - | 585 | - | - | - |
| 2016 | 3 | 490 | $4,665,954 | $316,279 | $645iApproximate average salary by contribution assumption: employee only about $16,137 at 4% or $10,758 at 6%; with 50% employer match about $10,758 at 4% or $7,172 at 6%; with 100% employer match about $8,068 at 4% or $5,379 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 369 | $4,665,954 | $316,279 | $857iApproximate average salary by contribution assumption: employee only about $21,428 at 4% or $14,285 at 6%; with 50% employer match about $14,285 at 4% or $9,524 at 6%; with 100% employer match about $10,714 at 4% or $7,143 at 6%. |
| Group Life Insurance | - | 490 | - | - | - |
| Group Life Insurance | - | 490 | - | - | - |
| 2015 | 3 | 691 | $4,808,114 | $336,135 | $486iApproximate average salary by contribution assumption: employee only about $12,161 at 4% or $8,107 at 6%; with 50% employer match about $8,107 at 4% or $5,405 at 6%; with 100% employer match about $6,081 at 4% or $4,054 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 691 | $4,808,114 | $336,135 | $486iApproximate average salary by contribution assumption: employee only about $12,161 at 4% or $8,107 at 6%; with 50% employer match about $8,107 at 4% or $5,405 at 6%; with 100% employer match about $6,081 at 4% or $4,054 at 6%. |
| Group Life Insurance | - | 415 | - | - | - |
| Group Life Insurance | - | 416 | - | - | - |
| 2014 | 3 | 482 | $4,841,272 | $336,017 | $697iApproximate average salary by contribution assumption: employee only about $17,428 at 4% or $11,619 at 6%; with 50% employer match about $11,619 at 4% or $7,746 at 6%; with 100% employer match about $8,714 at 4% or $5,809 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 425 | $4,841,272 | $336,017 | $791iApproximate average salary by contribution assumption: employee only about $19,766 at 4% or $13,177 at 6%; with 50% employer match about $13,177 at 4% or $8,785 at 6%; with 100% employer match about $9,883 at 4% or $6,589 at 6%. |
| Group Life Insurance | - | 482 | - | - | - |
| Group Life Insurance | - | 482 | - | - | - |
| 2013 | 3 | 517 | $4,528,927 | $373,134 | $722iApproximate average salary by contribution assumption: employee only about $18,043 at 4% or $12,029 at 6%; with 50% employer match about $12,029 at 4% or $8,019 at 6%; with 100% employer match about $9,022 at 4% or $6,014 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 191 | $4,528,927 | $373,134 | $1,954iApproximate average salary by contribution assumption: employee only about $48,840 at 4% or $32,560 at 6%; with 50% employer match about $32,560 at 4% or $21,706 at 6%; with 100% employer match about $24,420 at 4% or $16,280 at 6%. |
| Group Life Insurance | - | 517 | - | - | - |
| Group Life Insurance | - | 511 | - | - | - |
| 2012 | 3 | 530 | $4,496,518 | $431,802 | $815iApproximate average salary by contribution assumption: employee only about $20,368 at 4% or $13,579 at 6%; with 50% employer match about $13,579 at 4% or $9,052 at 6%; with 100% employer match about $10,184 at 4% or $6,789 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 184 | $4,496,518 | $431,802 | $2,347iApproximate average salary by contribution assumption: employee only about $58,669 at 4% or $39,113 at 6%; with 50% employer match about $39,113 at 4% or $26,075 at 6%; with 100% employer match about $29,334 at 4% or $19,556 at 6%. |
| Group Life Insurance | - | 521 | - | - | - |
| Group Life Insurance | - | 530 | - | - | - |
| 2011 | 2 | 280 | $3,914,680 | $404,664 | $1,445iApproximate average salary by contribution assumption: employee only about $36,131 at 4% or $24,087 at 6%; with 50% employer match about $24,087 at 4% or $16,058 at 6%; with 100% employer match about $18,065 at 4% or $12,044 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 219 | $3,914,680 | $404,664 | $1,848iApproximate average salary by contribution assumption: employee only about $46,195 at 4% or $30,796 at 6%; with 50% employer match about $30,796 at 4% or $20,531 at 6%; with 100% employer match about $23,097 at 4% or $15,398 at 6%. |
| Group Life Insurance | - | 280 | - | - | - |
| 2010 | 3 | 290 | $4,243,245 | $405,329 | $1,398iApproximate average salary by contribution assumption: employee only about $34,942 at 4% or $23,295 at 6%; with 50% employer match about $23,295 at 4% or $15,530 at 6%; with 100% employer match about $17,471 at 4% or $11,647 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 231 | $4,243,245 | $405,329 | $1,755iApproximate average salary by contribution assumption: employee only about $43,867 at 4% or $29,245 at 6%; with 50% employer match about $29,245 at 4% or $19,496 at 6%; with 100% employer match about $21,933 at 4% or $14,622 at 6%. |
| Group Life Insurance | - | 279 | - | - | - |
| Group Life Insurance Plan | - | 290 | - | - | - |
| 2009 | 1 | 272 | $0 | $0 | - |
| Group Life Insurance | - | 272 | - | - | - |
| 2008 | 2 | 266 | $0 | $0 | - |
| Group Life Insurance | - | 251 | - | - | - |
| Group Life Insurance Plan | - | 266 | - | - | - |
| 2007 | 2 | 263 | $0 | $0 | - |
| Group Life Insurance Plan | - | 263 | - | - | - |
| Group Life Insurance | - | 256 | - | - | - |
| 2006 | 2 | 292 | $0 | $0 | - |
| Group Life Insurance Plan | - | 292 | - | - | - |
| Group Life Insurance | - | 283 | - | - | - |
| 2005 | 2 | 303 | $0 | $0 | - |
| Group Life Insurance Plan | - | 303 | - | - | - |
| Group Life Insurance | - | 295 | - | - | - |
| 2004 | 3 | 304 | $2,808,551 | $327,674 | $1,078iApproximate average salary by contribution assumption: employee only about $26,947 at 4% or $17,965 at 6%; with 50% employer match about $17,965 at 4% or $11,976 at 6%; with 100% employer match about $13,473 at 4% or $8,982 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 204 | $2,808,551 | $327,674 | $1,606iApproximate average salary by contribution assumption: employee only about $40,156 at 4% or $26,771 at 6%; with 50% employer match about $26,771 at 4% or $17,847 at 6%; with 100% employer match about $20,078 at 4% or $13,385 at 6%. |
| Group Life Insurance | - | 295 | - | - | - |
| Group Life Insurance Plan | - | 304 | - | - | - |
| 2003 | 3 | 220 | $2,613,570 | $361,586 | $1,644iApproximate average salary by contribution assumption: employee only about $41,089 at 4% or $27,393 at 6%; with 50% employer match about $27,393 at 4% or $18,262 at 6%; with 100% employer match about $20,545 at 4% or $13,696 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 212 | $2,613,570 | $361,586 | $1,706iApproximate average salary by contribution assumption: employee only about $42,640 at 4% or $28,427 at 6%; with 50% employer match about $28,427 at 4% or $18,951 at 6%; with 100% employer match about $21,320 at 4% or $14,213 at 6%. |
| Group Life Insurance Plan | - | 220 | - | - | - |
| Group Life Insurance | - | 209 | - | - | - |
| 2002 | 4 | 235 | $2,295,912 | $2,028,372 | $8,631iApproximate average salary by contribution assumption: employee only about $215,784 at 4% or $143,856 at 6%; with 50% employer match about $143,856 at 4% or $95,904 at 6%; with 100% employer match about $107,892 at 4% or $71,928 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 204 | $2,295,912 | $2,028,372 | $9,943iApproximate average salary by contribution assumption: employee only about $248,575 at 4% or $165,717 at 6%; with 50% employer match about $165,717 at 4% or $110,478 at 6%; with 100% employer match about $124,288 at 4% or $82,858 at 6%. |
| Group Life Insurance Plan | - | 235 | - | - | - |
| Pension Plan | - | 0 | - | - | - |
| Group Life Insurance | - | 223 | - | - | - |
| 2001 | 3 | 265 | $401,391 | $359,894 | $1,358iApproximate average salary by contribution assumption: employee only about $33,952 at 4% or $22,635 at 6%; with 50% employer match about $22,635 at 4% or $15,090 at 6%; with 100% employer match about $16,976 at 4% or $11,317 at 6%. |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 187 | $401,391 | $359,894 | $1,925iApproximate average salary by contribution assumption: employee only about $48,114 at 4% or $32,076 at 6%; with 50% employer match about $32,076 at 4% or $21,384 at 6%; with 100% employer match about $24,057 at 4% or $16,038 at 6%. |
| Group Life Insurance Plan | - | 265 | - | - | - |
| Group Life Insurance | - | 254 | - | - | - |
| 2000 | 4 | 203 | $0 | $0 | - |
| Group Life Insurance Plan | - | 203 | - | - | - |
| Group Life Insurance | - | 193 | - | - | - |
| The Sheltering Arms Safe-Harbor 401(K) Profit Sharing Plan | - | 178 | - | - | - |
| Pension Plan | - | 19 | - | - | - |
| 1999 | 2 | 206 | $1,957,639 | $78,000 | $379iApproximate average salary by contribution assumption: employee only about $9,466 at 4% or $6,311 at 6%; with 50% employer match about $6,311 at 4% or $4,207 at 6%; with 100% employer match about $4,733 at 4% or $3,155 at 6%. |
| Pension Plan | - | 206 | $1,957,639 | $78,000 | $379iApproximate average salary by contribution assumption: employee only about $9,466 at 4% or $6,311 at 6%; with 50% employer match about $6,311 at 4% or $4,207 at 6%; with 100% employer match about $4,733 at 4% or $3,155 at 6%. |
| Group Life Insurance Plan | - | 205 | - | - | - |