Civic Intelligence

SHELTER AMERICA GROUP

Plan context: SHELTER AMERICA GROUP 401(K) PROFIT SHARING PLAN AND TRUST

EIN 91-1643002 • Portland, OR • 4 filings • 4 plans

1517 SW 66th AvePortland, OR 97225
Current Snapshot

Latest Year

2011

2011 Participants

1

2011 Assets

$90,715

2011 Contributions

$400

Historical Graphs

Total Assets Over Time

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

$90,715$45,358$0200820092010YearValue
$90,715Latest year 2010

Participants Over Time

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

110200820092010YearValue
1Latest year 2010

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
201110$0$400-
SHELTER AMERICA GROUP 401(K) PROFIT SHARING PLAN AND TRUST-0$0$400-
201011$90,715$9,736$9,736iApproximate average salary by contribution assumption: employee only about $243,400 at 4% or $162,267 at 6%; with 50% employer match about $162,267 at 4% or $108,178 at 6%; with 100% employer match about $121,700 at 4% or $81,133 at 6%.
SHELTER AMERICA GROUP 401 K PROFIT SHARING PLAN TRUST-1$90,715$9,736$9,736iApproximate average salary by contribution assumption: employee only about $243,400 at 4% or $162,267 at 6%; with 50% employer match about $162,267 at 4% or $108,178 at 6%; with 100% employer match about $121,700 at 4% or $81,133 at 6%.
200911$75,915$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
SHELTER AMERICA GROUP-1$75,915$42,000$42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%.
200811$20,693$6,800$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.
SHELTER AMERICA GROUP 401K PROFIT SHARING PLAN & TRUST-1$20,693$6,800$6,800iApproximate average salary by contribution assumption: employee only about $170,000 at 4% or $113,333 at 6%; with 50% employer match about $113,333 at 4% or $75,556 at 6%; with 100% employer match about $85,000 at 4% or $56,667 at 6%.