Shields Insurance Group Inc.
Plan context: Shields Insurance Group Retirement Plan
EIN 81-0999553 • 9 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$313,369
2024 Contributions
$11,675
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 | 1 | 3 | $313,369 | $11,675 | $3,892iApproximate average salary by contribution assumption: employee only about $97,292 at 4% or $64,861 at 6%; with 50% employer match about $64,861 at 4% or $43,241 at 6%; with 100% employer match about $48,646 at 4% or $32,431 at 6%. |
| Shields Insurance Group Retirement Plan | - | 3 | $313,369 | $11,675 | $3,892iApproximate average salary by contribution assumption: employee only about $97,292 at 4% or $64,861 at 6%; with 50% employer match about $64,861 at 4% or $43,241 at 6%; with 100% employer match about $48,646 at 4% or $32,431 at 6%. |
| 2023 | 1 | 3 | $244,116 | $11,369 | $3,790iApproximate average salary by contribution assumption: employee only about $94,742 at 4% or $63,161 at 6%; with 50% employer match about $63,161 at 4% or $42,107 at 6%; with 100% employer match about $47,371 at 4% or $31,581 at 6%. |
| Shields Insurance Group Retirement Plan | - | 3 | $244,116 | $11,369 | $3,790iApproximate average salary by contribution assumption: employee only about $94,742 at 4% or $63,161 at 6%; with 50% employer match about $63,161 at 4% or $42,107 at 6%; with 100% employer match about $47,371 at 4% or $31,581 at 6%. |
| 2022 | 1 | 2 | $189,360 | $9,736 | $4,868iApproximate average salary by contribution assumption: employee only about $121,700 at 4% or $81,133 at 6%; with 50% employer match about $81,133 at 4% or $54,089 at 6%; with 100% employer match about $60,850 at 4% or $40,567 at 6%. |
| Shields Insurance Group Retirement Plan | - | 2 | $189,360 | $9,736 | $4,868iApproximate average salary by contribution assumption: employee only about $121,700 at 4% or $81,133 at 6%; with 50% employer match about $81,133 at 4% or $54,089 at 6%; with 100% employer match about $60,850 at 4% or $40,567 at 6%. |
| 2021 | 1 | 2 | $139,175 | $0 | - |
| Shields Insurance Group Retirement Plan | - | 2 | $139,175 | - | - |
| 2020 | 1 | 3 | $110,000 | $0 | - |
| Shields Insurance Group Retirement Plan | - | 3 | $110,000 | - | - |
| 2019 | 1 | 3 | $100,000 | $0 | - |
| Shields Insurance Group Retirement Plan | - | 3 | $100,000 | - | - |
| 2018 | 1 | 4 | $80,500 | $0 | - |
| Shields Insurance Group Retirement Plan | - | 4 | $80,500 | - | - |
| 2017 | 1 | 3 | $82,400 | $0 | - |
| Shields Insurance Group Retirement Plan | - | 3 | $82,400 | - | - |
| 2016 | 1 | 1 | $65,000 | $80,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |
| Shields Insurance Group Retirement Plan | - | 1 | $65,000 | $80,000 | $80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%. |