Shields Manufacturing Inc.
Plan context: SMI 401(K) PLAN
EIN 93-1169989 • Tualatin, OR • 23 filings • 8 plans
Current Snapshot
Latest Year
2021
2021 Participants
182
2021 Assets
$6,969,307
2021 Contributions
$661,076
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 |
|---|---|---|---|---|---|
| 2021 | 3 | 0 | $0 | $661,076 | - |
| Shields Manufacturing Inc. Cafeteria Plansection 125 Irc | - | 0 | - | - | - |
| Shields Manufacturing Dental, Vision, Life, & Disability | - | 0 | - | - | - |
| SMI 401(K) PLAN | - | 0 | - | $661,076 | - |
| 2020 | 3 | 182 | $6,969,307 | $1,003,276 | $5,513iApproximate average salary by contribution assumption: employee only about $137,813 at 4% or $91,875 at 6%; with 50% employer match about $91,875 at 4% or $61,250 at 6%; with 100% employer match about $68,906 at 4% or $45,938 at 6%. |
| SMI 401(K) PLAN | - | 152 | $6,969,307 | $1,003,276 | $6,601iApproximate average salary by contribution assumption: employee only about $165,013 at 4% or $110,008 at 6%; with 50% employer match about $110,008 at 4% or $73,339 at 6%; with 100% employer match about $82,506 at 4% or $55,004 at 6%. |
| Shields Manufacturing Inc. Cafeteria Plansection 125 Irc | - | 136 | - | - | - |
| Shields Manufacturing Dental, Vision, Life, & Disability | - | 182 | - | - | - |
| 2019 | 3 | 152 | $5,440,443 | $716,099 | $4,711iApproximate average salary by contribution assumption: employee only about $117,779 at 4% or $78,520 at 6%; with 50% employer match about $78,520 at 4% or $52,346 at 6%; with 100% employer match about $58,890 at 4% or $39,260 at 6%. |
| SMI 401(K) PLAN | - | 137 | $5,440,443 | $716,099 | $5,227iApproximate average salary by contribution assumption: employee only about $130,675 at 4% or $87,117 at 6%; with 50% employer match about $87,117 at 4% or $58,078 at 6%; with 100% employer match about $65,338 at 4% or $43,558 at 6%. |
| Shields Manufacturing Inc. Cafeteria Plansection 125 Irc | - | 125 | - | - | - |
| Shields Manufacturing Dental, Vision, Life, & Disability | - | 152 | - | - | - |
| 2018 | 3 | 170 | $4,139,821 | $898,497 | $5,285iApproximate average salary by contribution assumption: employee only about $132,132 at 4% or $88,088 at 6%; with 50% employer match about $88,088 at 4% or $58,725 at 6%; with 100% employer match about $66,066 at 4% or $44,044 at 6%. |
| SMI 401(K) PLAN | - | 120 | $4,139,821 | $898,497 | $7,487iApproximate average salary by contribution assumption: employee only about $187,187 at 4% or $124,791 at 6%; with 50% employer match about $124,791 at 4% or $83,194 at 6%; with 100% employer match about $93,593 at 4% or $62,396 at 6%. |
| Shields Manufacturing Inc. Cafeteria Plansection 125 Irc | - | 132 | - | - | - |
| Shields Manufacturing Dental, Vision, Life, & Disability | - | 170 | - | - | - |
| 2017 | 2 | 135 | $3,849,737 | $612,806 | $4,539iApproximate average salary by contribution assumption: employee only about $113,483 at 4% or $75,655 at 6%; with 50% employer match about $75,655 at 4% or $50,437 at 6%; with 100% employer match about $56,741 at 4% or $37,828 at 6%. |
| SMI 401K PLAN | - | 94 | $3,849,737 | $612,806 | $6,519iApproximate average salary by contribution assumption: employee only about $162,980 at 4% or $108,654 at 6%; with 50% employer match about $108,654 at 4% or $72,436 at 6%; with 100% employer match about $81,490 at 4% or $54,327 at 6%. |
| Shields Manufacturing Inc. Cafeteria Plansection 125 Irc | - | 135 | - | - | - |
| 2016 | 2 | 112 | $3,056,102 | $642,769 | $5,739iApproximate average salary by contribution assumption: employee only about $143,475 at 4% or $95,650 at 6%; with 50% employer match about $95,650 at 4% or $63,767 at 6%; with 100% employer match about $71,738 at 4% or $47,825 at 6%. |
| SMI 401K PLAN | - | 88 | $3,056,102 | $642,769 | $7,304iApproximate average salary by contribution assumption: employee only about $182,605 at 4% or $121,737 at 6%; with 50% employer match about $121,737 at 4% or $81,158 at 6%; with 100% employer match about $91,302 at 4% or $60,868 at 6%. |
| Shields Manufacturing Inc. Cafeteria Plansection 125 Irc | - | 112 | - | - | - |
| 2015 | 1 | 75 | $2,376,996 | $504,438 | $6,726iApproximate average salary by contribution assumption: employee only about $168,146 at 4% or $112,097 at 6%; with 50% employer match about $112,097 at 4% or $74,732 at 6%; with 100% employer match about $84,073 at 4% or $56,049 at 6%. |
| SMI 401K PLAN | - | 75 | $2,376,996 | $504,438 | $6,726iApproximate average salary by contribution assumption: employee only about $168,146 at 4% or $112,097 at 6%; with 50% employer match about $112,097 at 4% or $74,732 at 6%; with 100% employer match about $84,073 at 4% or $56,049 at 6%. |
| 2014 | 1 | 60 | $1,943,409 | $315,845 | $5,264iApproximate average salary by contribution assumption: employee only about $131,602 at 4% or $87,735 at 6%; with 50% employer match about $87,735 at 4% or $58,490 at 6%; with 100% employer match about $65,801 at 4% or $43,867 at 6%. |
| SMI 401K PLAN | - | 60 | $1,943,409 | $315,845 | $5,264iApproximate average salary by contribution assumption: employee only about $131,602 at 4% or $87,735 at 6%; with 50% employer match about $87,735 at 4% or $58,490 at 6%; with 100% employer match about $65,801 at 4% or $43,867 at 6%. |
| 2013 | 1 | 46 | $1,617,508 | $391,074 | $8,502iApproximate average salary by contribution assumption: employee only about $212,540 at 4% or $141,693 at 6%; with 50% employer match about $141,693 at 4% or $94,462 at 6%; with 100% employer match about $106,270 at 4% or $70,847 at 6%. |
| SMI 401K PLAN | - | 46 | $1,617,508 | $391,074 | $8,502iApproximate average salary by contribution assumption: employee only about $212,540 at 4% or $141,693 at 6%; with 50% employer match about $141,693 at 4% or $94,462 at 6%; with 100% employer match about $106,270 at 4% or $70,847 at 6%. |
| 2012 | 1 | 31 | $1,148,058 | $236,940 | $7,643iApproximate average salary by contribution assumption: employee only about $191,081 at 4% or $127,387 at 6%; with 50% employer match about $127,387 at 4% or $84,925 at 6%; with 100% employer match about $95,540 at 4% or $63,694 at 6%. |
| SHIELD MANUFACTORING, INC. | - | 31 | $1,148,058 | $236,940 | $7,643iApproximate average salary by contribution assumption: employee only about $191,081 at 4% or $127,387 at 6%; with 50% employer match about $127,387 at 4% or $84,925 at 6%; with 100% employer match about $95,540 at 4% or $63,694 at 6%. |
| 2011 | 1 | 31 | $803,269 | $833,705 | $26,894iApproximate average salary by contribution assumption: employee only about $672,343 at 4% or $448,228 at 6%; with 50% employer match about $448,228 at 4% or $298,819 at 6%; with 100% employer match about $336,171 at 4% or $224,114 at 6%. |
| SHIELD MANUFACTORING, INC. | - | 31 | $803,269 | $833,705 | $26,894iApproximate average salary by contribution assumption: employee only about $672,343 at 4% or $448,228 at 6%; with 50% employer match about $448,228 at 4% or $298,819 at 6%; with 100% employer match about $336,171 at 4% or $224,114 at 6%. |
| 2000 | 1 | 0 | $0 | $0 | - |
| Shields Manufacturing Inc. Cafeteria Plansection 125 Irc | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Shields Manufacturing Inc. Cafeteria Plansection 125 Irc | - | 0 | - | - | - |