Shelter Cove Financial
Plan context: SHELTER COVE FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST
EIN 95-4384873 • Los Angeles, CA • 5 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,127
2024 Contributions
$1,141
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $1,127 | $1,141 | $380iApproximate average salary by contribution assumption: employee only about $9,508 at 4% or $6,339 at 6%; with 50% employer match about $6,339 at 4% or $4,226 at 6%; with 100% employer match about $4,754 at 4% or $3,169 at 6%. |
| SHELTER COVE FINANCIAL 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $1,127 | $1,141 | $380iApproximate average salary by contribution assumption: employee only about $9,508 at 4% or $6,339 at 6%; with 50% employer match about $6,339 at 4% or $4,226 at 6%; with 100% employer match about $4,754 at 4% or $3,169 at 6%. |
| 2002 | 1 | 0 | $0 | $0 | - |
| Concorde Capital Corporation 401K Profit Sharing Plan | - | 0 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Concorde Capital Corporation 401K Profit Sharing Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $1,783,262 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| Concorde Capital Corporation 401K Profit Sharing Plan | - | 2 | $1,783,262 | $10,500 | $5,250iApproximate average salary by contribution assumption: employee only about $131,250 at 4% or $87,500 at 6%; with 50% employer match about $87,500 at 4% or $58,333 at 6%; with 100% employer match about $65,625 at 4% or $43,750 at 6%. |
| 1999 | 1 | 2 | $1,384,402 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |
| Concorde Capital Corporation 401K Profit Sharing Plan | - | 2 | $1,384,402 | $10,000 | $5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%. |