SHEPHARDS BEACH RESORT, INC.
Plan context: SHEPHARD'S BEACH RESORT, INC. 401(K) PLAN
EIN 59-1950743 • Clearwater, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$567,059
2025 Contributions
$80,666
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 18 | $567,059 | $80,666 | $4,481iApproximate average salary by contribution assumption: employee only about $112,036 at 4% or $74,691 at 6%; with 50% employer match about $74,691 at 4% or $49,794 at 6%; with 100% employer match about $56,018 at 4% or $37,345 at 6%. |
| SHEPHARD'S BEACH RESORT, INC. 401(K) PLAN | - | 18 | $567,059 | $80,666 | $4,481iApproximate average salary by contribution assumption: employee only about $112,036 at 4% or $74,691 at 6%; with 50% employer match about $74,691 at 4% or $49,794 at 6%; with 100% employer match about $56,018 at 4% or $37,345 at 6%. |
| 2024 | 1 | 16 | $412,245 | $57,374 | $3,586iApproximate average salary by contribution assumption: employee only about $89,647 at 4% or $59,765 at 6%; with 50% employer match about $59,765 at 4% or $39,843 at 6%; with 100% employer match about $44,823 at 4% or $29,882 at 6%. |
| SHEPHARD'S BEACH RESORT, INC. 401(K) PLAN | - | 16 | $412,245 | $57,374 | $3,586iApproximate average salary by contribution assumption: employee only about $89,647 at 4% or $59,765 at 6%; with 50% employer match about $59,765 at 4% or $39,843 at 6%; with 100% employer match about $44,823 at 4% or $29,882 at 6%. |
| 2023 | 1 | 15 | $423,253 | $89,891 | $5,993iApproximate average salary by contribution assumption: employee only about $149,818 at 4% or $99,879 at 6%; with 50% employer match about $99,879 at 4% or $66,586 at 6%; with 100% employer match about $74,909 at 4% or $49,939 at 6%. |
| SHEPHARD'S BEACH RESORT, INC. 401(K) PLAN | - | 15 | $423,253 | $89,891 | $5,993iApproximate average salary by contribution assumption: employee only about $149,818 at 4% or $99,879 at 6%; with 50% employer match about $99,879 at 4% or $66,586 at 6%; with 100% employer match about $74,909 at 4% or $49,939 at 6%. |
| 2022 | 1 | 14 | $284,891 | $302,298 | $21,593iApproximate average salary by contribution assumption: employee only about $539,818 at 4% or $359,879 at 6%; with 50% employer match about $359,879 at 4% or $239,919 at 6%; with 100% employer match about $269,909 at 4% or $179,939 at 6%. |
| SHEPHARD'S BEACH RESORT, INC. 401(K) PLAN | - | 14 | $284,891 | $302,298 | $21,593iApproximate average salary by contribution assumption: employee only about $539,818 at 4% or $359,879 at 6%; with 50% employer match about $359,879 at 4% or $239,919 at 6%; with 100% employer match about $269,909 at 4% or $179,939 at 6%. |