SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN

Plan Contact

  • Address: P.O. BOX 5368,CONCORD,CA
  • Contact person: SARAH SPECTOR
  • Phone: (925) 957-7568

Plan General Information

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN is $1,832,433.00.This plan was established in 2008.

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN is 162

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN is $11,311.00

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN is $4,095.00.

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN is approximately $660.00
Investing in this additonal $660.00 for 20 years would give you extra $42,247.00, assuming a 10% annual return.

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN Total Employer Contribution and Match Rate

In 2023, SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN allocates $106,938.00 to match its employees' contributions, providing an employer match rate of 32.24% of their contributions

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN is 21.37%.

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN is 9.93%. This measures the effectiveness of the plan participants' investments in the year.

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN is 0.61%.

Enrollment Features

SHELTER, INC. EMPLOYEE RETIREMENT 403(B) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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