Civic Intelligence

Shug & Sons LLC

Plan context: Shug & Sons LLC 401(K) Plan & Trust

EIN 61-1442877 • South Bend, IN • 15 filings • 5 plans

5521 West Cleveland RoadSouth Bend, IN 46628
Current Snapshot

Latest Year

2021

2021 Participants

10

2021 Assets

$1,352,792

2021 Contributions

$50,275

Historical Graphs

Total Assets Over Time

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

$1,352,792$676,396$0200820152021YearValue
$1,352,792Latest year 2021

Participants Over Time

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

23120200720142021YearValue
10Latest year 2021

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
2021110$1,352,792$50,275$5,028iApproximate average salary by contribution assumption: employee only about $125,688 at 4% or $83,792 at 6%; with 50% employer match about $83,792 at 4% or $55,861 at 6%; with 100% employer match about $62,844 at 4% or $41,896 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-10$1,352,792$50,275$5,028iApproximate average salary by contribution assumption: employee only about $125,688 at 4% or $83,792 at 6%; with 50% employer match about $83,792 at 4% or $55,861 at 6%; with 100% employer match about $62,844 at 4% or $41,896 at 6%.
202019$1,161,596$48,736$5,415iApproximate average salary by contribution assumption: employee only about $135,378 at 4% or $90,252 at 6%; with 50% employer match about $90,252 at 4% or $60,168 at 6%; with 100% employer match about $67,689 at 4% or $45,126 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-9$1,161,596$48,736$5,415iApproximate average salary by contribution assumption: employee only about $135,378 at 4% or $90,252 at 6%; with 50% employer match about $90,252 at 4% or $60,168 at 6%; with 100% employer match about $67,689 at 4% or $45,126 at 6%.
201919$950,492$65,630$7,292iApproximate average salary by contribution assumption: employee only about $182,306 at 4% or $121,537 at 6%; with 50% employer match about $121,537 at 4% or $81,025 at 6%; with 100% employer match about $91,153 at 4% or $60,769 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-9$950,492$65,630$7,292iApproximate average salary by contribution assumption: employee only about $182,306 at 4% or $121,537 at 6%; with 50% employer match about $121,537 at 4% or $81,025 at 6%; with 100% employer match about $91,153 at 4% or $60,769 at 6%.
201814$704,266$73,250$18,313iApproximate average salary by contribution assumption: employee only about $457,813 at 4% or $305,208 at 6%; with 50% employer match about $305,208 at 4% or $203,472 at 6%; with 100% employer match about $228,906 at 4% or $152,604 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-4$704,266$73,250$18,313iApproximate average salary by contribution assumption: employee only about $457,813 at 4% or $305,208 at 6%; with 50% employer match about $305,208 at 4% or $203,472 at 6%; with 100% employer match about $228,906 at 4% or $152,604 at 6%.
201714$716,110$31,553$7,888iApproximate average salary by contribution assumption: employee only about $197,206 at 4% or $131,471 at 6%; with 50% employer match about $131,471 at 4% or $87,647 at 6%; with 100% employer match about $98,603 at 4% or $65,735 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-4$716,110$31,553$7,888iApproximate average salary by contribution assumption: employee only about $197,206 at 4% or $131,471 at 6%; with 50% employer match about $131,471 at 4% or $87,647 at 6%; with 100% employer match about $98,603 at 4% or $65,735 at 6%.
201615$561,332$53,000$10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-5$561,332$53,000$10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%.
201516$469,491$36,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-6$469,491$36,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
201417$461,311$36,182$5,169iApproximate average salary by contribution assumption: employee only about $129,221 at 4% or $86,148 at 6%; with 50% employer match about $86,148 at 4% or $57,432 at 6%; with 100% employer match about $64,611 at 4% or $43,074 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-7$461,311$36,182$5,169iApproximate average salary by contribution assumption: employee only about $129,221 at 4% or $86,148 at 6%; with 50% employer match about $86,148 at 4% or $57,432 at 6%; with 100% employer match about $64,611 at 4% or $43,074 at 6%.
201316$412,921$23,921$3,987iApproximate average salary by contribution assumption: employee only about $99,671 at 4% or $66,447 at 6%; with 50% employer match about $66,447 at 4% or $44,298 at 6%; with 100% employer match about $49,835 at 4% or $33,224 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-6$412,921$23,921$3,987iApproximate average salary by contribution assumption: employee only about $99,671 at 4% or $66,447 at 6%; with 50% employer match about $66,447 at 4% or $44,298 at 6%; with 100% employer match about $49,835 at 4% or $33,224 at 6%.
201216$313,472$32,322$5,387iApproximate average salary by contribution assumption: employee only about $134,675 at 4% or $89,783 at 6%; with 50% employer match about $89,783 at 4% or $59,856 at 6%; with 100% employer match about $67,338 at 4% or $44,892 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-6$313,472$32,322$5,387iApproximate average salary by contribution assumption: employee only about $134,675 at 4% or $89,783 at 6%; with 50% employer match about $89,783 at 4% or $59,856 at 6%; with 100% employer match about $67,338 at 4% or $44,892 at 6%.
201116$242,843$30,780$5,130iApproximate average salary by contribution assumption: employee only about $128,250 at 4% or $85,500 at 6%; with 50% employer match about $85,500 at 4% or $57,000 at 6%; with 100% employer match about $64,125 at 4% or $42,750 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-6$242,843$30,780$5,130iApproximate average salary by contribution assumption: employee only about $128,250 at 4% or $85,500 at 6%; with 50% employer match about $85,500 at 4% or $57,000 at 6%; with 100% employer match about $64,125 at 4% or $42,750 at 6%.
201016$227,878$19,812$3,302iApproximate average salary by contribution assumption: employee only about $82,550 at 4% or $55,033 at 6%; with 50% employer match about $55,033 at 4% or $36,689 at 6%; with 100% employer match about $41,275 at 4% or $27,517 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-6$227,878$19,812$3,302iApproximate average salary by contribution assumption: employee only about $82,550 at 4% or $55,033 at 6%; with 50% employer match about $55,033 at 4% or $36,689 at 6%; with 100% employer match about $41,275 at 4% or $27,517 at 6%.
200918$189,360$23,172$2,897iApproximate average salary by contribution assumption: employee only about $72,413 at 4% or $48,275 at 6%; with 50% employer match about $48,275 at 4% or $32,183 at 6%; with 100% employer match about $36,206 at 4% or $24,138 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-8$189,360$23,172$2,897iApproximate average salary by contribution assumption: employee only about $72,413 at 4% or $48,275 at 6%; with 50% employer match about $48,275 at 4% or $32,183 at 6%; with 100% employer match about $36,206 at 4% or $24,138 at 6%.
2008123$122,113$46,293$2,013iApproximate average salary by contribution assumption: employee only about $50,318 at 4% or $33,546 at 6%; with 50% employer match about $33,546 at 4% or $22,364 at 6%; with 100% employer match about $25,159 at 4% or $16,773 at 6%.
Shug & Sons LLC 401(K) Plan & Trust-23$122,113$46,293$2,013iApproximate average salary by contribution assumption: employee only about $50,318 at 4% or $33,546 at 6%; with 50% employer match about $33,546 at 4% or $22,364 at 6%; with 100% employer match about $25,159 at 4% or $16,773 at 6%.
200717$0$0-
Shug & Sons LLC 401(K) Plan & Trust-7---