Civic Intelligence

SHORELINE FINANCIAL LLC

Plan context: SHORELINE FINANCIAL LLC 401(K) PLAN

EIN 83-3882258 • Branford, CT • 4 filings • 1 plans

144 N. Main StreetBranford, CT 06405
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$431,806

2025 Contributions

$84,250

Historical Graphs

Total Assets Over Time

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

$431,806$215,903$0202220242025YearValue
$431,806Latest year 2025

Participants Over Time

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

210202220242025YearValue
2Latest year 2025

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
202512$431,806$84,250$42,125iApproximate average salary by contribution assumption: employee only about $1,053,125 at 4% or $702,083 at 6%; with 50% employer match about $702,083 at 4% or $468,056 at 6%; with 100% employer match about $526,563 at 4% or $351,042 at 6%.
SHORELINE FINANCIAL LLC 401(K) PLAN-2$431,806$84,250$42,125iApproximate average salary by contribution assumption: employee only about $1,053,125 at 4% or $702,083 at 6%; with 50% employer match about $702,083 at 4% or $468,056 at 6%; with 100% employer match about $526,563 at 4% or $351,042 at 6%.
202412$284,590$81,599$40,800iApproximate average salary by contribution assumption: employee only about $1,019,988 at 4% or $679,992 at 6%; with 50% employer match about $679,992 at 4% or $453,328 at 6%; with 100% employer match about $509,994 at 4% or $339,996 at 6%.
SHORELINE FINANCIAL LLC 401(K) PLAN-2$284,590$81,599$40,800iApproximate average salary by contribution assumption: employee only about $1,019,988 at 4% or $679,992 at 6%; with 50% employer match about $679,992 at 4% or $453,328 at 6%; with 100% employer match about $509,994 at 4% or $339,996 at 6%.
202312$174,313$78,749$39,375iApproximate average salary by contribution assumption: employee only about $984,363 at 4% or $656,242 at 6%; with 50% employer match about $656,242 at 4% or $437,494 at 6%; with 100% employer match about $492,181 at 4% or $328,121 at 6%.
SHORELINE FINANCIAL LLC 401(K) PLAN-2$174,313$78,749$39,375iApproximate average salary by contribution assumption: employee only about $984,363 at 4% or $656,242 at 6%; with 50% employer match about $656,242 at 4% or $437,494 at 6%; with 100% employer match about $492,181 at 4% or $328,121 at 6%.
202212$77,597$78,752$39,376iApproximate average salary by contribution assumption: employee only about $984,400 at 4% or $656,267 at 6%; with 50% employer match about $656,267 at 4% or $437,511 at 6%; with 100% employer match about $492,200 at 4% or $328,133 at 6%.
SHORELINE FINANCIAL LLC 401(K) PLAN-2$77,597$78,752$39,376iApproximate average salary by contribution assumption: employee only about $984,400 at 4% or $656,267 at 6%; with 50% employer match about $656,267 at 4% or $437,511 at 6%; with 100% employer match about $492,200 at 4% or $328,133 at 6%.