Civic Intelligence

Cleary Shahi Associates

Plan context: Cleary, Shahi & Aicher 401(K) Plan

EIN 03-0328873 • Rutland, VT • 28 filings • 4 plans

110 Merchants Row, Suite 3Rutland, VT 05701
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$5,480,838

2025 Contributions

$65,038

Historical Graphs

Total Assets Over Time

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

$6,299,061$3,149,531$0199920132025YearValue
$5,480,838Latest year 2025

Participants Over Time

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

1160199920122025YearValue
8Latest year 2025

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
202518$5,480,838$65,038$8,130iApproximate average salary by contribution assumption: employee only about $203,244 at 4% or $135,496 at 6%; with 50% employer match about $135,496 at 4% or $90,331 at 6%; with 100% employer match about $101,622 at 4% or $67,748 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-8$5,480,838$65,038$8,130iApproximate average salary by contribution assumption: employee only about $203,244 at 4% or $135,496 at 6%; with 50% employer match about $135,496 at 4% or $90,331 at 6%; with 100% employer match about $101,622 at 4% or $67,748 at 6%.
202418$5,471,093$104,200$13,025iApproximate average salary by contribution assumption: employee only about $325,625 at 4% or $217,083 at 6%; with 50% employer match about $217,083 at 4% or $144,722 at 6%; with 100% employer match about $162,813 at 4% or $108,542 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-8$5,471,093$104,200$13,025iApproximate average salary by contribution assumption: employee only about $325,625 at 4% or $217,083 at 6%; with 50% employer match about $217,083 at 4% or $144,722 at 6%; with 100% employer match about $162,813 at 4% or $108,542 at 6%.
202318$5,469,466$74,809$9,351iApproximate average salary by contribution assumption: employee only about $233,778 at 4% or $155,852 at 6%; with 50% employer match about $155,852 at 4% or $103,901 at 6%; with 100% employer match about $116,889 at 4% or $77,926 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-8$5,469,466$74,809$9,351iApproximate average salary by contribution assumption: employee only about $233,778 at 4% or $155,852 at 6%; with 50% employer match about $155,852 at 4% or $103,901 at 6%; with 100% employer match about $116,889 at 4% or $77,926 at 6%.
202218$5,118,544$46,284$5,786iApproximate average salary by contribution assumption: employee only about $144,638 at 4% or $96,425 at 6%; with 50% employer match about $96,425 at 4% or $64,283 at 6%; with 100% employer match about $72,319 at 4% or $48,213 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-8$5,118,544$46,284$5,786iApproximate average salary by contribution assumption: employee only about $144,638 at 4% or $96,425 at 6%; with 50% employer match about $96,425 at 4% or $64,283 at 6%; with 100% employer match about $72,319 at 4% or $48,213 at 6%.
202119$6,024,585$73,803$8,200iApproximate average salary by contribution assumption: employee only about $205,008 at 4% or $136,672 at 6%; with 50% employer match about $136,672 at 4% or $91,115 at 6%; with 100% employer match about $102,504 at 4% or $68,336 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-9$6,024,585$73,803$8,200iApproximate average salary by contribution assumption: employee only about $205,008 at 4% or $136,672 at 6%; with 50% employer match about $136,672 at 4% or $91,115 at 6%; with 100% employer match about $102,504 at 4% or $68,336 at 6%.
2020111$6,299,061$70,942$6,449iApproximate average salary by contribution assumption: employee only about $161,232 at 4% or $107,488 at 6%; with 50% employer match about $107,488 at 4% or $71,659 at 6%; with 100% employer match about $80,616 at 4% or $53,744 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$6,299,061$70,942$6,449iApproximate average salary by contribution assumption: employee only about $161,232 at 4% or $107,488 at 6%; with 50% employer match about $107,488 at 4% or $71,659 at 6%; with 100% employer match about $80,616 at 4% or $53,744 at 6%.
2019110$5,931,723$68,050$6,805iApproximate average salary by contribution assumption: employee only about $170,125 at 4% or $113,417 at 6%; with 50% employer match about $113,417 at 4% or $75,611 at 6%; with 100% employer match about $85,063 at 4% or $56,708 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-10$5,931,723$68,050$6,805iApproximate average salary by contribution assumption: employee only about $170,125 at 4% or $113,417 at 6%; with 50% employer match about $113,417 at 4% or $75,611 at 6%; with 100% employer match about $85,063 at 4% or $56,708 at 6%.
2018110$5,830,548$104,613$10,461iApproximate average salary by contribution assumption: employee only about $261,532 at 4% or $174,355 at 6%; with 50% employer match about $174,355 at 4% or $116,237 at 6%; with 100% employer match about $130,766 at 4% or $87,178 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-10$5,830,548$104,613$10,461iApproximate average salary by contribution assumption: employee only about $261,532 at 4% or $174,355 at 6%; with 50% employer match about $174,355 at 4% or $116,237 at 6%; with 100% employer match about $130,766 at 4% or $87,178 at 6%.
2017111$6,137,954$61,312$5,574iApproximate average salary by contribution assumption: employee only about $139,345 at 4% or $92,897 at 6%; with 50% employer match about $92,897 at 4% or $61,931 at 6%; with 100% employer match about $69,673 at 4% or $46,448 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$6,137,954$61,312$5,574iApproximate average salary by contribution assumption: employee only about $139,345 at 4% or $92,897 at 6%; with 50% employer match about $92,897 at 4% or $61,931 at 6%; with 100% employer match about $69,673 at 4% or $46,448 at 6%.
2016111$5,531,820$74,396$6,763iApproximate average salary by contribution assumption: employee only about $169,082 at 4% or $112,721 at 6%; with 50% employer match about $112,721 at 4% or $75,147 at 6%; with 100% employer match about $84,541 at 4% or $56,361 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$5,531,820$74,396$6,763iApproximate average salary by contribution assumption: employee only about $169,082 at 4% or $112,721 at 6%; with 50% employer match about $112,721 at 4% or $75,147 at 6%; with 100% employer match about $84,541 at 4% or $56,361 at 6%.
2015111$5,142,687$68,019$6,184iApproximate average salary by contribution assumption: employee only about $154,589 at 4% or $103,059 at 6%; with 50% employer match about $103,059 at 4% or $68,706 at 6%; with 100% employer match about $77,294 at 4% or $51,530 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$5,142,687$68,019$6,184iApproximate average salary by contribution assumption: employee only about $154,589 at 4% or $103,059 at 6%; with 50% employer match about $103,059 at 4% or $68,706 at 6%; with 100% employer match about $77,294 at 4% or $51,530 at 6%.
2014111$5,088,840$66,019$6,002iApproximate average salary by contribution assumption: employee only about $150,043 at 4% or $100,029 at 6%; with 50% employer match about $100,029 at 4% or $66,686 at 6%; with 100% employer match about $75,022 at 4% or $50,014 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$5,088,840$66,019$6,002iApproximate average salary by contribution assumption: employee only about $150,043 at 4% or $100,029 at 6%; with 50% employer match about $100,029 at 4% or $66,686 at 6%; with 100% employer match about $75,022 at 4% or $50,014 at 6%.
2013111$4,688,284$79,199$7,200iApproximate average salary by contribution assumption: employee only about $179,998 at 4% or $119,998 at 6%; with 50% employer match about $119,998 at 4% or $79,999 at 6%; with 100% employer match about $89,999 at 4% or $59,999 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$4,688,284$79,199$7,200iApproximate average salary by contribution assumption: employee only about $179,998 at 4% or $119,998 at 6%; with 50% employer match about $119,998 at 4% or $79,999 at 6%; with 100% employer match about $89,999 at 4% or $59,999 at 6%.
2012111$4,113,600$74,594$6,781iApproximate average salary by contribution assumption: employee only about $169,532 at 4% or $113,021 at 6%; with 50% employer match about $113,021 at 4% or $75,347 at 6%; with 100% employer match about $84,766 at 4% or $56,511 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$4,113,600$74,594$6,781iApproximate average salary by contribution assumption: employee only about $169,532 at 4% or $113,021 at 6%; with 50% employer match about $113,021 at 4% or $75,347 at 6%; with 100% employer match about $84,766 at 4% or $56,511 at 6%.
2011111$3,766,879$138,953$12,632iApproximate average salary by contribution assumption: employee only about $315,802 at 4% or $210,535 at 6%; with 50% employer match about $210,535 at 4% or $140,357 at 6%; with 100% employer match about $157,901 at 4% or $105,267 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$3,766,879$138,953$12,632iApproximate average salary by contribution assumption: employee only about $315,802 at 4% or $210,535 at 6%; with 50% employer match about $210,535 at 4% or $140,357 at 6%; with 100% employer match about $157,901 at 4% or $105,267 at 6%.
2010111$3,577,566$141,349$12,850iApproximate average salary by contribution assumption: employee only about $321,248 at 4% or $214,165 at 6%; with 50% employer match about $214,165 at 4% or $142,777 at 6%; with 100% employer match about $160,624 at 4% or $107,083 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$3,577,566$141,349$12,850iApproximate average salary by contribution assumption: employee only about $321,248 at 4% or $214,165 at 6%; with 50% employer match about $214,165 at 4% or $142,777 at 6%; with 100% employer match about $160,624 at 4% or $107,083 at 6%.
2009111$3,079,713$137,314$12,483iApproximate average salary by contribution assumption: employee only about $312,077 at 4% or $208,052 at 6%; with 50% employer match about $208,052 at 4% or $138,701 at 6%; with 100% employer match about $156,039 at 4% or $104,026 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$3,079,713$137,314$12,483iApproximate average salary by contribution assumption: employee only about $312,077 at 4% or $208,052 at 6%; with 50% employer match about $208,052 at 4% or $138,701 at 6%; with 100% employer match about $156,039 at 4% or $104,026 at 6%.
2008111$2,508,027$134,810$12,255iApproximate average salary by contribution assumption: employee only about $306,386 at 4% or $204,258 at 6%; with 50% employer match about $204,258 at 4% or $136,172 at 6%; with 100% employer match about $153,193 at 4% or $102,129 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$2,508,027$134,810$12,255iApproximate average salary by contribution assumption: employee only about $306,386 at 4% or $204,258 at 6%; with 50% employer match about $204,258 at 4% or $136,172 at 6%; with 100% employer match about $153,193 at 4% or $102,129 at 6%.
2007111$2,912,042$138,706$12,610iApproximate average salary by contribution assumption: employee only about $315,241 at 4% or $210,161 at 6%; with 50% employer match about $210,161 at 4% or $140,107 at 6%; with 100% employer match about $157,620 at 4% or $105,080 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$2,912,042$138,706$12,610iApproximate average salary by contribution assumption: employee only about $315,241 at 4% or $210,161 at 6%; with 50% employer match about $210,161 at 4% or $140,107 at 6%; with 100% employer match about $157,620 at 4% or $105,080 at 6%.
2006211$2,587,941$2,564,821$233,166iApproximate average salary by contribution assumption: employee only about $5,829,139 at 4% or $3,886,092 at 6%; with 50% employer match about $3,886,092 at 4% or $2,590,728 at 6%; with 100% employer match about $2,914,569 at 4% or $1,943,046 at 6%.
Cleary, Shahi & Aicher 401(K) Plan-11$2,587,941$2,564,821$233,166iApproximate average salary by contribution assumption: employee only about $5,829,139 at 4% or $3,886,092 at 6%; with 50% employer match about $3,886,092 at 4% or $2,590,728 at 6%; with 100% employer match about $2,914,569 at 4% or $1,943,046 at 6%.
Cleary Shahi Associates PC Pension Plan-0---
2005110$2,205,706$300,700$30,070iApproximate average salary by contribution assumption: employee only about $751,750 at 4% or $501,167 at 6%; with 50% employer match about $501,167 at 4% or $334,111 at 6%; with 100% employer match about $375,875 at 4% or $250,583 at 6%.
Cleary Shahi Associates PC Pension Plan-10$2,205,706$300,700$30,070iApproximate average salary by contribution assumption: employee only about $751,750 at 4% or $501,167 at 6%; with 50% employer match about $501,167 at 4% or $334,111 at 6%; with 100% employer match about $375,875 at 4% or $250,583 at 6%.
200419$1,815,822$361,700$40,189iApproximate average salary by contribution assumption: employee only about $1,004,722 at 4% or $669,815 at 6%; with 50% employer match about $669,815 at 4% or $446,543 at 6%; with 100% employer match about $502,361 at 4% or $334,907 at 6%.
Cleary Shahi Associates PC Pension Plan-9$1,815,822$361,700$40,189iApproximate average salary by contribution assumption: employee only about $1,004,722 at 4% or $669,815 at 6%; with 50% employer match about $669,815 at 4% or $446,543 at 6%; with 100% employer match about $502,361 at 4% or $334,907 at 6%.
200319$1,332,485$324,352$36,039iApproximate average salary by contribution assumption: employee only about $900,978 at 4% or $600,652 at 6%; with 50% employer match about $600,652 at 4% or $400,435 at 6%; with 100% employer match about $450,489 at 4% or $300,326 at 6%.
Cleary Shahi Associates PC Pension Plan-9$1,332,485$324,352$36,039iApproximate average salary by contribution assumption: employee only about $900,978 at 4% or $600,652 at 6%; with 50% employer match about $600,652 at 4% or $400,435 at 6%; with 100% employer match about $450,489 at 4% or $300,326 at 6%.
200218$837,413$219,584$27,448iApproximate average salary by contribution assumption: employee only about $686,200 at 4% or $457,467 at 6%; with 50% employer match about $457,467 at 4% or $304,978 at 6%; with 100% employer match about $343,100 at 4% or $228,733 at 6%.
Cleary Shahi Associates PC Pension Plan-8$837,413$219,584$27,448iApproximate average salary by contribution assumption: employee only about $686,200 at 4% or $457,467 at 6%; with 50% employer match about $457,467 at 4% or $304,978 at 6%; with 100% employer match about $343,100 at 4% or $228,733 at 6%.
2001110$774,819$143,174$14,317iApproximate average salary by contribution assumption: employee only about $357,935 at 4% or $238,623 at 6%; with 50% employer match about $238,623 at 4% or $159,082 at 6%; with 100% employer match about $178,968 at 4% or $119,312 at 6%.
Cleary Shahi Associates PC Pension Plan-10$774,819$143,174$14,317iApproximate average salary by contribution assumption: employee only about $357,935 at 4% or $238,623 at 6%; with 50% employer match about $238,623 at 4% or $159,082 at 6%; with 100% employer match about $178,968 at 4% or $119,312 at 6%.
2000110$0$0-
Cleary Shahi Associates PC Pension Plan-10---
1999111$786,960$114,506$10,410iApproximate average salary by contribution assumption: employee only about $260,241 at 4% or $173,494 at 6%; with 50% employer match about $173,494 at 4% or $115,663 at 6%; with 100% employer match about $130,120 at 4% or $86,747 at 6%.
Cleary Shahi Associates PC Pension Plan-11$786,960$114,506$10,410iApproximate average salary by contribution assumption: employee only about $260,241 at 4% or $173,494 at 6%; with 50% employer match about $173,494 at 4% or $115,663 at 6%; with 100% employer match about $130,120 at 4% or $86,747 at 6%.