Udall Shumway PLC
Plan context: Udall Shumway PLC 401(K) Profit Sharing Plan
EIN 03-0500527 • 24 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
47
2025 Assets
$13,420,195
2025 Contributions
$680,661
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 47 | $13,420,195 | $680,661 | $14,482iApproximate average salary by contribution assumption: employee only about $362,054 at 4% or $241,369 at 6%; with 50% employer match about $241,369 at 4% or $160,913 at 6%; with 100% employer match about $181,027 at 4% or $120,685 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 47 | $13,420,195 | $680,661 | $14,482iApproximate average salary by contribution assumption: employee only about $362,054 at 4% or $241,369 at 6%; with 50% employer match about $241,369 at 4% or $160,913 at 6%; with 100% employer match about $181,027 at 4% or $120,685 at 6%. |
| 2024 | 1 | 50 | $14,394,313 | $559,645 | $11,193iApproximate average salary by contribution assumption: employee only about $279,823 at 4% or $186,548 at 6%; with 50% employer match about $186,548 at 4% or $124,366 at 6%; with 100% employer match about $139,911 at 4% or $93,274 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 50 | $14,394,313 | $559,645 | $11,193iApproximate average salary by contribution assumption: employee only about $279,823 at 4% or $186,548 at 6%; with 50% employer match about $186,548 at 4% or $124,366 at 6%; with 100% employer match about $139,911 at 4% or $93,274 at 6%. |
| 2023 | 1 | 52 | $12,582,269 | $585,125 | $11,252iApproximate average salary by contribution assumption: employee only about $281,310 at 4% or $187,540 at 6%; with 50% employer match about $187,540 at 4% or $125,027 at 6%; with 100% employer match about $140,655 at 4% or $93,770 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 52 | $12,582,269 | $585,125 | $11,252iApproximate average salary by contribution assumption: employee only about $281,310 at 4% or $187,540 at 6%; with 50% employer match about $187,540 at 4% or $125,027 at 6%; with 100% employer match about $140,655 at 4% or $93,770 at 6%. |
| 2022 | 1 | 56 | $12,346,300 | $567,450 | $10,133iApproximate average salary by contribution assumption: employee only about $253,326 at 4% or $168,884 at 6%; with 50% employer match about $168,884 at 4% or $112,589 at 6%; with 100% employer match about $126,663 at 4% or $84,442 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 56 | $12,346,300 | $567,450 | $10,133iApproximate average salary by contribution assumption: employee only about $253,326 at 4% or $168,884 at 6%; with 50% employer match about $168,884 at 4% or $112,589 at 6%; with 100% employer match about $126,663 at 4% or $84,442 at 6%. |
| 2021 | 1 | 59 | $14,427,535 | $539,221 | $9,139iApproximate average salary by contribution assumption: employee only about $228,483 at 4% or $152,322 at 6%; with 50% employer match about $152,322 at 4% or $101,548 at 6%; with 100% employer match about $114,242 at 4% or $76,161 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 59 | $14,427,535 | $539,221 | $9,139iApproximate average salary by contribution assumption: employee only about $228,483 at 4% or $152,322 at 6%; with 50% employer match about $152,322 at 4% or $101,548 at 6%; with 100% employer match about $114,242 at 4% or $76,161 at 6%. |
| 2020 | 1 | 61 | $12,684,635 | $606,219 | $9,938iApproximate average salary by contribution assumption: employee only about $248,450 at 4% or $165,634 at 6%; with 50% employer match about $165,634 at 4% or $110,422 at 6%; with 100% employer match about $124,225 at 4% or $82,817 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 61 | $12,684,635 | $606,219 | $9,938iApproximate average salary by contribution assumption: employee only about $248,450 at 4% or $165,634 at 6%; with 50% employer match about $165,634 at 4% or $110,422 at 6%; with 100% employer match about $124,225 at 4% or $82,817 at 6%. |
| 2019 | 1 | 61 | $11,009,751 | $626,988 | $10,278iApproximate average salary by contribution assumption: employee only about $256,962 at 4% or $171,308 at 6%; with 50% employer match about $171,308 at 4% or $114,205 at 6%; with 100% employer match about $128,481 at 4% or $85,654 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 61 | $11,009,751 | $626,988 | $10,278iApproximate average salary by contribution assumption: employee only about $256,962 at 4% or $171,308 at 6%; with 50% employer match about $171,308 at 4% or $114,205 at 6%; with 100% employer match about $128,481 at 4% or $85,654 at 6%. |
| 2018 | 1 | 63 | $11,511,043 | $562,949 | $8,936iApproximate average salary by contribution assumption: employee only about $223,392 at 4% or $148,928 at 6%; with 50% employer match about $148,928 at 4% or $99,286 at 6%; with 100% employer match about $111,696 at 4% or $74,464 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 63 | $11,511,043 | $562,949 | $8,936iApproximate average salary by contribution assumption: employee only about $223,392 at 4% or $148,928 at 6%; with 50% employer match about $148,928 at 4% or $99,286 at 6%; with 100% employer match about $111,696 at 4% or $74,464 at 6%. |
| 2017 | 1 | 60 | $12,215,385 | $594,314 | $9,905iApproximate average salary by contribution assumption: employee only about $247,631 at 4% or $165,087 at 6%; with 50% employer match about $165,087 at 4% or $110,058 at 6%; with 100% employer match about $123,815 at 4% or $82,544 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 60 | $12,215,385 | $594,314 | $9,905iApproximate average salary by contribution assumption: employee only about $247,631 at 4% or $165,087 at 6%; with 50% employer match about $165,087 at 4% or $110,058 at 6%; with 100% employer match about $123,815 at 4% or $82,544 at 6%. |
| 2016 | 1 | 65 | $10,784,947 | $751,053 | $11,555iApproximate average salary by contribution assumption: employee only about $288,867 at 4% or $192,578 at 6%; with 50% employer match about $192,578 at 4% or $128,385 at 6%; with 100% employer match about $144,433 at 4% or $96,289 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 65 | $10,784,947 | $751,053 | $11,555iApproximate average salary by contribution assumption: employee only about $288,867 at 4% or $192,578 at 6%; with 50% employer match about $192,578 at 4% or $128,385 at 6%; with 100% employer match about $144,433 at 4% or $96,289 at 6%. |
| 2015 | 1 | 60 | $9,646,533 | $523,428 | $8,724iApproximate average salary by contribution assumption: employee only about $218,095 at 4% or $145,397 at 6%; with 50% employer match about $145,397 at 4% or $96,931 at 6%; with 100% employer match about $109,047 at 4% or $72,698 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 60 | $9,646,533 | $523,428 | $8,724iApproximate average salary by contribution assumption: employee only about $218,095 at 4% or $145,397 at 6%; with 50% employer match about $145,397 at 4% or $96,931 at 6%; with 100% employer match about $109,047 at 4% or $72,698 at 6%. |
| 2014 | 1 | 57 | $9,206,262 | $533,465 | $9,359iApproximate average salary by contribution assumption: employee only about $233,976 at 4% or $155,984 at 6%; with 50% employer match about $155,984 at 4% or $103,989 at 6%; with 100% employer match about $116,988 at 4% or $77,992 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 57 | $9,206,262 | $533,465 | $9,359iApproximate average salary by contribution assumption: employee only about $233,976 at 4% or $155,984 at 6%; with 50% employer match about $155,984 at 4% or $103,989 at 6%; with 100% employer match about $116,988 at 4% or $77,992 at 6%. |
| 2013 | 1 | 56 | $8,477,608 | $355,344 | $6,345iApproximate average salary by contribution assumption: employee only about $158,636 at 4% or $105,757 at 6%; with 50% employer match about $105,757 at 4% or $70,505 at 6%; with 100% employer match about $79,318 at 4% or $52,879 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 56 | $8,477,608 | $355,344 | $6,345iApproximate average salary by contribution assumption: employee only about $158,636 at 4% or $105,757 at 6%; with 50% employer match about $105,757 at 4% or $70,505 at 6%; with 100% employer match about $79,318 at 4% or $52,879 at 6%. |
| 2012 | 1 | 53 | $7,256,123 | $313,990 | $5,924iApproximate average salary by contribution assumption: employee only about $148,108 at 4% or $98,739 at 6%; with 50% employer match about $98,739 at 4% or $65,826 at 6%; with 100% employer match about $74,054 at 4% or $49,369 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 53 | $7,256,123 | $313,990 | $5,924iApproximate average salary by contribution assumption: employee only about $148,108 at 4% or $98,739 at 6%; with 50% employer match about $98,739 at 4% or $65,826 at 6%; with 100% employer match about $74,054 at 4% or $49,369 at 6%. |
| 2011 | 1 | 54 | $6,964,878 | $307,979 | $5,703iApproximate average salary by contribution assumption: employee only about $142,583 at 4% or $95,055 at 6%; with 50% employer match about $95,055 at 4% or $63,370 at 6%; with 100% employer match about $71,291 at 4% or $47,528 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 54 | $6,964,878 | $307,979 | $5,703iApproximate average salary by contribution assumption: employee only about $142,583 at 4% or $95,055 at 6%; with 50% employer match about $95,055 at 4% or $63,370 at 6%; with 100% employer match about $71,291 at 4% or $47,528 at 6%. |
| 2010 | 1 | 49 | $6,989,397 | $378,691 | $7,728iApproximate average salary by contribution assumption: employee only about $193,210 at 4% or $128,806 at 6%; with 50% employer match about $128,806 at 4% or $85,871 at 6%; with 100% employer match about $96,605 at 4% or $64,403 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 49 | $6,989,397 | $378,691 | $7,728iApproximate average salary by contribution assumption: employee only about $193,210 at 4% or $128,806 at 6%; with 50% employer match about $128,806 at 4% or $85,871 at 6%; with 100% employer match about $96,605 at 4% or $64,403 at 6%. |
| 2009 | 1 | 66 | $6,883,650 | $397,874 | $6,028iApproximate average salary by contribution assumption: employee only about $150,710 at 4% or $100,473 at 6%; with 50% employer match about $100,473 at 4% or $66,982 at 6%; with 100% employer match about $75,355 at 4% or $50,237 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 66 | $6,883,650 | $397,874 | $6,028iApproximate average salary by contribution assumption: employee only about $150,710 at 4% or $100,473 at 6%; with 50% employer match about $100,473 at 4% or $66,982 at 6%; with 100% employer match about $75,355 at 4% or $50,237 at 6%. |
| 2008 | 1 | 53 | $5,985,721 | $401,615 | $7,578iApproximate average salary by contribution assumption: employee only about $189,441 at 4% or $126,294 at 6%; with 50% employer match about $126,294 at 4% or $84,196 at 6%; with 100% employer match about $94,721 at 4% or $63,147 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 53 | $5,985,721 | $401,615 | $7,578iApproximate average salary by contribution assumption: employee only about $189,441 at 4% or $126,294 at 6%; with 50% employer match about $126,294 at 4% or $84,196 at 6%; with 100% employer match about $94,721 at 4% or $63,147 at 6%. |
| 2007 | 1 | 50 | $0 | $0 | - |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 50 | - | - | - |
| 2006 | 1 | 50 | $7,697,310 | $660,146 | $13,203iApproximate average salary by contribution assumption: employee only about $330,073 at 4% or $220,049 at 6%; with 50% employer match about $220,049 at 4% or $146,699 at 6%; with 100% employer match about $165,037 at 4% or $110,024 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 50 | $7,697,310 | $660,146 | $13,203iApproximate average salary by contribution assumption: employee only about $330,073 at 4% or $220,049 at 6%; with 50% employer match about $220,049 at 4% or $146,699 at 6%; with 100% employer match about $165,037 at 4% or $110,024 at 6%. |
| 2005 | 1 | 44 | $6,753,628 | $288,251 | $6,551iApproximate average salary by contribution assumption: employee only about $163,779 at 4% or $109,186 at 6%; with 50% employer match about $109,186 at 4% or $72,791 at 6%; with 100% employer match about $81,889 at 4% or $54,593 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 44 | $6,753,628 | $288,251 | $6,551iApproximate average salary by contribution assumption: employee only about $163,779 at 4% or $109,186 at 6%; with 50% employer match about $109,186 at 4% or $72,791 at 6%; with 100% employer match about $81,889 at 4% or $54,593 at 6%. |
| 2004 | 1 | 43 | $5,730,890 | $546,023 | $12,698iApproximate average salary by contribution assumption: employee only about $317,455 at 4% or $211,637 at 6%; with 50% employer match about $211,637 at 4% or $141,091 at 6%; with 100% employer match about $158,728 at 4% or $105,818 at 6%. |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 43 | $5,730,890 | $546,023 | $12,698iApproximate average salary by contribution assumption: employee only about $317,455 at 4% or $211,637 at 6%; with 50% employer match about $211,637 at 4% or $141,091 at 6%; with 100% employer match about $158,728 at 4% or $105,818 at 6%. |
| 2003 | 1 | 46 | $0 | $0 | - |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 46 | - | - | - |
| 2002 | 1 | 44 | $0 | $0 | - |
| Udall Shumway PLC 401(K) Profit Sharing Plan | - | 44 | - | - | - |