Shelter Mortgage Co. LLC
Plan context: Shelter Mortgage 401K Profit Sharing Plan
EIN 91-1667108 • 4 filings • 3 plans
Current Snapshot
Latest Year
2002
2002 Participants
20
2002 Assets
$171,446
2002 Contributions
$40,918
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 20 | $171,446 | $40,918 | $2,046iApproximate average salary by contribution assumption: employee only about $51,148 at 4% or $34,098 at 6%; with 50% employer match about $34,098 at 4% or $22,732 at 6%; with 100% employer match about $25,574 at 4% or $17,049 at 6%. |
| Shelter Mortgage 401K Profit Sharing Plan | - | 20 | $171,446 | $40,918 | $2,046iApproximate average salary by contribution assumption: employee only about $51,148 at 4% or $34,098 at 6%; with 50% employer match about $34,098 at 4% or $22,732 at 6%; with 100% employer match about $25,574 at 4% or $17,049 at 6%. |
| 2001 | 1 | 17 | $0 | $0 | - |
| Shelter Mortgage 401K Profit Sharing Plan | - | 17 | - | - | - |
| 2000 | 1 | 10 | $224,276 | $39,822 | $3,982iApproximate average salary by contribution assumption: employee only about $99,555 at 4% or $66,370 at 6%; with 50% employer match about $66,370 at 4% or $44,247 at 6%; with 100% employer match about $49,778 at 4% or $33,185 at 6%. |
| Shelter Mortgage 401K Profit Sharing Plan | - | 10 | $224,276 | $39,822 | $3,982iApproximate average salary by contribution assumption: employee only about $99,555 at 4% or $66,370 at 6%; with 50% employer match about $66,370 at 4% or $44,247 at 6%; with 100% employer match about $49,778 at 4% or $33,185 at 6%. |
| 1999 | 1 | 16 | $285,036 | $71,876 | $4,492iApproximate average salary by contribution assumption: employee only about $112,306 at 4% or $74,871 at 6%; with 50% employer match about $74,871 at 4% or $49,914 at 6%; with 100% employer match about $56,153 at 4% or $37,435 at 6%. |
| Shelter Mortgage 401K Profit Sharing Plan | - | 16 | $285,036 | $71,876 | $4,492iApproximate average salary by contribution assumption: employee only about $112,306 at 4% or $74,871 at 6%; with 50% employer match about $74,871 at 4% or $49,914 at 6%; with 100% employer match about $56,153 at 4% or $37,435 at 6%. |