Civic Intelligence

Shorenstein Realty Services, L.P.

Plan context: The Shorenstein 401(K) Tax Sheltered Savings Plan

EIN 94-3286598 • 62 filings • 6 plans

Current Snapshot

Latest Year

2024

2024 Participants

217

2024 Assets

$134,845,431

2024 Contributions

$4,912,828

Historical Graphs

Total Assets Over Time

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

$134,845,431$67,422,716$0200520152024YearValue
$134,845,431Latest year 2024

Participants Over Time

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

3171590200420142024YearValue
217Latest year 2024

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
20243217$134,845,431$4,912,828$22,640iApproximate average salary by contribution assumption: employee only about $565,994 at 4% or $377,329 at 6%; with 50% employer match about $377,329 at 4% or $251,553 at 6%; with 100% employer match about $282,997 at 4% or $188,665 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-217$134,845,431$4,912,828$22,640iApproximate average salary by contribution assumption: employee only about $565,994 at 4% or $377,329 at 6%; with 50% employer match about $377,329 at 4% or $251,553 at 6%; with 100% employer match about $282,997 at 4% or $188,665 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-182---
Shorenstein Realty Services, L.P. Severance Benefit Plan-159---
20233232$129,839,214$5,357,552$23,093iApproximate average salary by contribution assumption: employee only about $577,322 at 4% or $384,882 at 6%; with 50% employer match about $384,882 at 4% or $256,588 at 6%; with 100% employer match about $288,661 at 4% or $192,441 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-232$129,839,214$5,357,552$23,093iApproximate average salary by contribution assumption: employee only about $577,322 at 4% or $384,882 at 6%; with 50% employer match about $384,882 at 4% or $256,588 at 6%; with 100% employer match about $288,661 at 4% or $192,441 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-225---
Shorenstein Realty Services, L.P. Severance Benefit Plan-208---
20223247$113,184,888$8,626,523$34,925iApproximate average salary by contribution assumption: employee only about $873,130 at 4% or $582,087 at 6%; with 50% employer match about $582,087 at 4% or $388,058 at 6%; with 100% employer match about $436,565 at 4% or $291,043 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-240$113,184,888$8,626,523$35,944iApproximate average salary by contribution assumption: employee only about $898,596 at 4% or $599,064 at 6%; with 50% employer match about $599,064 at 4% or $399,376 at 6%; with 100% employer match about $449,298 at 4% or $299,532 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-247---
Shorenstein Realty Services, L.P. Severance Benefit Plan-237---
20213258$134,253,715$4,796,898$18,593iApproximate average salary by contribution assumption: employee only about $464,816 at 4% or $309,877 at 6%; with 50% employer match about $309,877 at 4% or $206,585 at 6%; with 100% employer match about $232,408 at 4% or $154,939 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-246$134,253,715$4,796,898$19,500iApproximate average salary by contribution assumption: employee only about $487,490 at 4% or $324,993 at 6%; with 50% employer match about $324,993 at 4% or $216,662 at 6%; with 100% employer match about $243,745 at 4% or $162,497 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-258---
Shorenstein Realty Services, L.P. Severance Benefit Plan-245---
20203251$115,717,381$5,174,982$20,617iApproximate average salary by contribution assumption: employee only about $515,436 at 4% or $343,624 at 6%; with 50% employer match about $343,624 at 4% or $229,083 at 6%; with 100% employer match about $257,718 at 4% or $171,812 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-249$115,717,381$5,174,982$20,783iApproximate average salary by contribution assumption: employee only about $519,577 at 4% or $346,384 at 6%; with 50% employer match about $346,384 at 4% or $230,923 at 6%; with 100% employer match about $259,788 at 4% or $173,192 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-251---
Shorenstein Realty Services, L.P. Severance Benefit Plan-246---
20193280$99,907,363$5,820,736$20,788iApproximate average salary by contribution assumption: employee only about $519,709 at 4% or $346,472 at 6%; with 50% employer match about $346,472 at 4% or $230,982 at 6%; with 100% employer match about $259,854 at 4% or $173,236 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-272$99,907,363$5,820,736$21,400iApproximate average salary by contribution assumption: employee only about $534,994 at 4% or $356,663 at 6%; with 50% employer match about $356,663 at 4% or $237,775 at 6%; with 100% employer match about $267,497 at 4% or $178,331 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-280---
Shorenstein Realty Services, L.P. Severance Benefit Plan-280---
20183317$77,514,594$4,560,114$14,385iApproximate average salary by contribution assumption: employee only about $359,630 at 4% or $239,754 at 6%; with 50% employer match about $239,754 at 4% or $159,836 at 6%; with 100% employer match about $179,815 at 4% or $119,877 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-293$77,514,594$4,560,114$15,564iApproximate average salary by contribution assumption: employee only about $389,088 at 4% or $259,392 at 6%; with 50% employer match about $259,392 at 4% or $172,928 at 6%; with 100% employer match about $194,544 at 4% or $129,696 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-317---
Shorenstein Realty Services, L.P. Severance Benefit Plan-317---
20173298$79,021,510$4,628,047$15,530iApproximate average salary by contribution assumption: employee only about $388,259 at 4% or $258,839 at 6%; with 50% employer match about $258,839 at 4% or $172,560 at 6%; with 100% employer match about $194,129 at 4% or $129,420 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-287$79,021,510$4,628,047$16,126iApproximate average salary by contribution assumption: employee only about $403,140 at 4% or $268,760 at 6%; with 50% employer match about $268,760 at 4% or $179,173 at 6%; with 100% employer match about $201,570 at 4% or $134,380 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-290---
Shorenstein Realty Services, L.P. Severance Benefit Plan-298---
20163296$63,792,026$4,114,692$13,901iApproximate average salary by contribution assumption: employee only about $347,525 at 4% or $231,683 at 6%; with 50% employer match about $231,683 at 4% or $154,455 at 6%; with 100% employer match about $173,762 at 4% or $115,842 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-296$63,792,026$4,114,692$13,901iApproximate average salary by contribution assumption: employee only about $347,525 at 4% or $231,683 at 6%; with 50% employer match about $231,683 at 4% or $154,455 at 6%; with 100% employer match about $173,762 at 4% or $115,842 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-282---
Shorenstein Realty Services, L.P. Severance Benefit Plan-283---
20153300$56,599,994$4,474,772$14,916iApproximate average salary by contribution assumption: employee only about $372,898 at 4% or $248,598 at 6%; with 50% employer match about $248,598 at 4% or $165,732 at 6%; with 100% employer match about $186,449 at 4% or $124,299 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-295$56,599,994$4,474,772$15,169iApproximate average salary by contribution assumption: employee only about $379,218 at 4% or $252,812 at 6%; with 50% employer match about $252,812 at 4% or $168,541 at 6%; with 100% employer match about $189,609 at 4% or $126,406 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-297---
Shorenstein Realty Services, L.P. Severance Benefit Plan-300---
20143295$52,970,417$3,812,892$12,925iApproximate average salary by contribution assumption: employee only about $323,126 at 4% or $215,418 at 6%; with 50% employer match about $215,418 at 4% or $143,612 at 6%; with 100% employer match about $161,563 at 4% or $107,709 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-283$52,970,417$3,812,892$13,473iApproximate average salary by contribution assumption: employee only about $336,828 at 4% or $224,552 at 6%; with 50% employer match about $224,552 at 4% or $149,701 at 6%; with 100% employer match about $168,414 at 4% or $112,276 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-280---
Shorenstein Realty Services, L.P. Severance Benefit Plan-295---
20133283$48,168,744$4,067,640$14,373iApproximate average salary by contribution assumption: employee only about $359,332 at 4% or $239,555 at 6%; with 50% employer match about $239,555 at 4% or $159,703 at 6%; with 100% employer match about $179,666 at 4% or $119,777 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-273$48,168,744$4,067,640$14,900iApproximate average salary by contribution assumption: employee only about $372,495 at 4% or $248,330 at 6%; with 50% employer match about $248,330 at 4% or $165,553 at 6%; with 100% employer match about $186,247 at 4% or $124,165 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-271---
Shorenstein Realty Services, L.P. Severance Benefit Plan-283---
20123269$36,924,390$3,334,017$12,394iApproximate average salary by contribution assumption: employee only about $309,853 at 4% or $206,569 at 6%; with 50% employer match about $206,569 at 4% or $137,712 at 6%; with 100% employer match about $154,926 at 4% or $103,284 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-253$36,924,390$3,334,017$13,178iApproximate average salary by contribution assumption: employee only about $329,448 at 4% or $219,632 at 6%; with 50% employer match about $219,632 at 4% or $146,421 at 6%; with 100% employer match about $164,724 at 4% or $109,816 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-254---
Shorenstein Realty Services, L.P. Severance Benefit Plan-269---
20113257$31,862,766$3,553,600$13,827iApproximate average salary by contribution assumption: employee only about $345,681 at 4% or $230,454 at 6%; with 50% employer match about $230,454 at 4% or $153,636 at 6%; with 100% employer match about $172,840 at 4% or $115,227 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-251$31,862,766$3,553,600$14,158iApproximate average salary by contribution assumption: employee only about $353,944 at 4% or $235,963 at 6%; with 50% employer match about $235,963 at 4% or $157,309 at 6%; with 100% employer match about $176,972 at 4% or $117,981 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-257---
Shorenstein Realty Services, L.P. Severance Benefit Plan-254---
20103267$30,839,512$3,496,069$13,094iApproximate average salary by contribution assumption: employee only about $327,347 at 4% or $218,232 at 6%; with 50% employer match about $218,232 at 4% or $145,488 at 6%; with 100% employer match about $163,674 at 4% or $109,116 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-257$30,839,512$3,496,069$13,603iApproximate average salary by contribution assumption: employee only about $340,085 at 4% or $226,723 at 6%; with 50% employer match about $226,723 at 4% or $151,149 at 6%; with 100% employer match about $170,042 at 4% or $113,362 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-267---
Shorenstein Realty Services, L.P. Severance Benefit Plan-255---
20093279$26,275,365$3,425,263$12,277iApproximate average salary by contribution assumption: employee only about $306,923 at 4% or $204,615 at 6%; with 50% employer match about $204,615 at 4% or $136,410 at 6%; with 100% employer match about $153,462 at 4% or $102,308 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-279$26,275,365$3,425,263$12,277iApproximate average salary by contribution assumption: employee only about $306,923 at 4% or $204,615 at 6%; with 50% employer match about $204,615 at 4% or $136,410 at 6%; with 100% employer match about $153,462 at 4% or $102,308 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-268---
Shorenstein Realty Services, L.P. Severance Benefit Plan-256---
20083287$19,949,860$3,544,255$12,349iApproximate average salary by contribution assumption: employee only about $308,733 at 4% or $205,822 at 6%; with 50% employer match about $205,822 at 4% or $137,215 at 6%; with 100% employer match about $154,367 at 4% or $102,911 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-287$19,949,860$3,544,255$12,349iApproximate average salary by contribution assumption: employee only about $308,733 at 4% or $205,822 at 6%; with 50% employer match about $205,822 at 4% or $137,215 at 6%; with 100% employer match about $154,367 at 4% or $102,911 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-286---
Shorenstein Realty Services, L.P. Severance Benefit Plan-282---
20073289$26,161,336$2,982,995$10,322iApproximate average salary by contribution assumption: employee only about $258,045 at 4% or $172,030 at 6%; with 50% employer match about $172,030 at 4% or $114,686 at 6%; with 100% employer match about $129,022 at 4% or $86,015 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-276$26,161,336$2,982,995$10,808iApproximate average salary by contribution assumption: employee only about $270,199 at 4% or $180,133 at 6%; with 50% employer match about $180,133 at 4% or $120,088 at 6%; with 100% employer match about $135,099 at 4% or $90,066 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-284---
Shorenstein Realty Services, L.P. Severance Benefit Plan-289---
20063276$24,672,293$2,622,053$9,500iApproximate average salary by contribution assumption: employee only about $237,505 at 4% or $158,337 at 6%; with 50% employer match about $158,337 at 4% or $105,558 at 6%; with 100% employer match about $118,752 at 4% or $79,168 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-221$24,672,293$2,622,053$11,864iApproximate average salary by contribution assumption: employee only about $296,612 at 4% or $197,742 at 6%; with 50% employer match about $197,742 at 4% or $131,828 at 6%; with 100% employer match about $148,306 at 4% or $98,871 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-203---
Shorenstein Realty Services, L.P. Severance Benefit Plan-276---
20053222$22,429,563$2,734,368$12,317iApproximate average salary by contribution assumption: employee only about $307,924 at 4% or $205,283 at 6%; with 50% employer match about $205,283 at 4% or $136,855 at 6%; with 100% employer match about $153,962 at 4% or $102,641 at 6%.
The Shorenstein 401(K) Tax Sheltered Savings Plan-212$22,429,563$2,734,368$12,898iApproximate average salary by contribution assumption: employee only about $322,449 at 4% or $214,966 at 6%; with 50% employer match about $214,966 at 4% or $143,311 at 6%; with 100% employer match about $161,225 at 4% or $107,483 at 6%.
Shorenstein Realty Services, L.P. Group Benefit Plan-222---
Shorenstein Realty Services, L.P. Severance Benefit Plan-219---
20042209$0$0-
Shorenstein Realty Services, L.P. Group Benefit Plan-191---
Shorenstein Realty Services, L.P. Severance Benefit Plan-209---