Civic Intelligence

Shea & Poor Insurance Inc.

Plan context: Shea & Poor Insurance Inc. 401(K) Plan

EIN 58-2677332 • Worcester, MA • 9 filings • 1 plans

292 Park AvenueWorcester, MA 01609
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$371,363

2018 Contributions

$793

Historical Graphs

Total Assets Over Time

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

$371,363$185,682$0201020142017YearValue
$371,363Latest year 2017

Participants Over Time

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

630201020142017YearValue
3Latest year 2017

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
201810$0$793-
Shea & Poor Insurance Inc. 401(K) Plan-0$0$793-
201713$371,363$12,220$4,073iApproximate average salary by contribution assumption: employee only about $101,833 at 4% or $67,889 at 6%; with 50% employer match about $67,889 at 4% or $45,259 at 6%; with 100% employer match about $50,917 at 4% or $33,944 at 6%.
Shea & Poor Insurance Inc. 401(K) Plan-3$371,363$12,220$4,073iApproximate average salary by contribution assumption: employee only about $101,833 at 4% or $67,889 at 6%; with 50% employer match about $67,889 at 4% or $45,259 at 6%; with 100% employer match about $50,917 at 4% or $33,944 at 6%.
201613$319,845$16,658$5,553iApproximate average salary by contribution assumption: employee only about $138,817 at 4% or $92,544 at 6%; with 50% employer match about $92,544 at 4% or $61,696 at 6%; with 100% employer match about $69,408 at 4% or $46,272 at 6%.
Shea & Poor Insurance Inc. 401(K) Plan-3$319,845$16,658$5,553iApproximate average salary by contribution assumption: employee only about $138,817 at 4% or $92,544 at 6%; with 50% employer match about $92,544 at 4% or $61,696 at 6%; with 100% employer match about $69,408 at 4% or $46,272 at 6%.
201516$319,415$18,089$3,015iApproximate average salary by contribution assumption: employee only about $75,371 at 4% or $50,247 at 6%; with 50% employer match about $50,247 at 4% or $33,498 at 6%; with 100% employer match about $37,685 at 4% or $25,124 at 6%.
Shea & Poor Insurance Inc. 401(K) Plan-6$319,415$18,089$3,015iApproximate average salary by contribution assumption: employee only about $75,371 at 4% or $50,247 at 6%; with 50% employer match about $50,247 at 4% or $33,498 at 6%; with 100% employer match about $37,685 at 4% or $25,124 at 6%.
201414$308,048$20,233$5,058iApproximate average salary by contribution assumption: employee only about $126,456 at 4% or $84,304 at 6%; with 50% employer match about $84,304 at 4% or $56,203 at 6%; with 100% employer match about $63,228 at 4% or $42,152 at 6%.
Shea & Poor Insurance Inc. 401(K) Plan-4$308,048$20,233$5,058iApproximate average salary by contribution assumption: employee only about $126,456 at 4% or $84,304 at 6%; with 50% employer match about $84,304 at 4% or $56,203 at 6%; with 100% employer match about $63,228 at 4% or $42,152 at 6%.
201315$301,313$28,387$5,677iApproximate average salary by contribution assumption: employee only about $141,935 at 4% or $94,623 at 6%; with 50% employer match about $94,623 at 4% or $63,082 at 6%; with 100% employer match about $70,968 at 4% or $47,312 at 6%.
Shea & Poor Insurance Inc. 401(K) Plan-5$301,313$28,387$5,677iApproximate average salary by contribution assumption: employee only about $141,935 at 4% or $94,623 at 6%; with 50% employer match about $94,623 at 4% or $63,082 at 6%; with 100% employer match about $70,968 at 4% or $47,312 at 6%.
201216$228,100$26,701$4,450iApproximate average salary by contribution assumption: employee only about $111,254 at 4% or $74,169 at 6%; with 50% employer match about $74,169 at 4% or $49,446 at 6%; with 100% employer match about $55,627 at 4% or $37,085 at 6%.
Shea & Poor Insurance Inc. 401(K) Plan-6$228,100$26,701$4,450iApproximate average salary by contribution assumption: employee only about $111,254 at 4% or $74,169 at 6%; with 50% employer match about $74,169 at 4% or $49,446 at 6%; with 100% employer match about $55,627 at 4% or $37,085 at 6%.
201116$177,725$15,225$2,538iApproximate average salary by contribution assumption: employee only about $63,438 at 4% or $42,292 at 6%; with 50% employer match about $42,292 at 4% or $28,194 at 6%; with 100% employer match about $31,719 at 4% or $21,146 at 6%.
Shea & Poor Insurance Inc. 401(K) Plan-6$177,725$15,225$2,538iApproximate average salary by contribution assumption: employee only about $63,438 at 4% or $42,292 at 6%; with 50% employer match about $42,292 at 4% or $28,194 at 6%; with 100% employer match about $31,719 at 4% or $21,146 at 6%.
201012$173,584$16,778$8,389iApproximate average salary by contribution assumption: employee only about $209,725 at 4% or $139,817 at 6%; with 50% employer match about $139,817 at 4% or $93,211 at 6%; with 100% employer match about $104,863 at 4% or $69,908 at 6%.
Shea & Poor Insurance Inc. 401(K) Plan-2$173,584$16,778$8,389iApproximate average salary by contribution assumption: employee only about $209,725 at 4% or $139,817 at 6%; with 50% employer match about $139,817 at 4% or $93,211 at 6%; with 100% employer match about $104,863 at 4% or $69,908 at 6%.