Civic Intelligence

Shari & Steven Inc.

Plan context: Shari & Steven Inc. Retirement Plan

EIN 84-3351375 • 3 filings • 1 plans

Current Snapshot

Latest Year

2021

2021 Participants

1

2021 Assets

$148,625

2021 Contributions

$180,000

Historical Graphs

Total Assets Over Time

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

$180,024$90,012$020192020YearValue
$148,625Latest year 2020

Participants Over Time

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

11020192020YearValue
1Latest year 2020

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
202110$0$0-
Shari & Steven Inc. Retirement Plan-0---
202011$148,625$0-
Shari & Steven Inc. Retirement Plan-1$148,625--
201911$180,024$180,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.
Shari & Steven Inc. Retirement Plan-1$180,024$180,000$180,000iApproximate average salary by contribution assumption: employee only about $4,500,000 at 4% or $3,000,000 at 6%; with 50% employer match about $3,000,000 at 4% or $2,000,000 at 6%; with 100% employer match about $2,250,000 at 4% or $1,500,000 at 6%.