Civic Intelligence

John G. Shelley Co. Inc.

Plan context: John G. Shelley Co. Inc. 401K Retirement Plan and Trust

EIN 04-2262964 • Wellesley, MA • 18 filings • 4 plans

16 Mica LaneWellesley, MA 02481
Current Snapshot

Latest Year

2016

2016 Participants

19

2016 Assets

$2,401,231

2016 Contributions

$1,780

Historical Graphs

Total Assets Over Time

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

$2,577,842$1,288,921$0199920082015YearValue
$2,401,231Latest year 2015

Participants Over Time

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

27140199920072015YearValue
19Latest year 2015

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
201610$0$1,780-
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-0-$1,780-
2015119$2,401,231$103,058$5,424iApproximate average salary by contribution assumption: employee only about $135,603 at 4% or $90,402 at 6%; with 50% employer match about $90,402 at 4% or $60,268 at 6%; with 100% employer match about $67,801 at 4% or $45,201 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-19$2,401,231$103,058$5,424iApproximate average salary by contribution assumption: employee only about $135,603 at 4% or $90,402 at 6%; with 50% employer match about $90,402 at 4% or $60,268 at 6%; with 100% employer match about $67,801 at 4% or $45,201 at 6%.
2014118$2,577,842$106,836$5,935iApproximate average salary by contribution assumption: employee only about $148,383 at 4% or $98,922 at 6%; with 50% employer match about $98,922 at 4% or $65,948 at 6%; with 100% employer match about $74,192 at 4% or $49,461 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-18$2,577,842$106,836$5,935iApproximate average salary by contribution assumption: employee only about $148,383 at 4% or $98,922 at 6%; with 50% employer match about $98,922 at 4% or $65,948 at 6%; with 100% employer match about $74,192 at 4% or $49,461 at 6%.
2013120$2,408,567$110,167$5,508iApproximate average salary by contribution assumption: employee only about $137,709 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,854 at 4% or $45,903 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-20$2,408,567$110,167$5,508iApproximate average salary by contribution assumption: employee only about $137,709 at 4% or $91,806 at 6%; with 50% employer match about $91,806 at 4% or $61,204 at 6%; with 100% employer match about $68,854 at 4% or $45,903 at 6%.
2012119$2,000,835$115,319$6,069iApproximate average salary by contribution assumption: employee only about $151,736 at 4% or $101,157 at 6%; with 50% employer match about $101,157 at 4% or $67,438 at 6%; with 100% employer match about $75,868 at 4% or $50,579 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-19$2,000,835$115,319$6,069iApproximate average salary by contribution assumption: employee only about $151,736 at 4% or $101,157 at 6%; with 50% employer match about $101,157 at 4% or $67,438 at 6%; with 100% employer match about $75,868 at 4% or $50,579 at 6%.
2011121$1,720,455$160,511$7,643iApproximate average salary by contribution assumption: employee only about $191,085 at 4% or $127,390 at 6%; with 50% employer match about $127,390 at 4% or $84,926 at 6%; with 100% employer match about $95,542 at 4% or $63,695 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-21$1,720,455$160,511$7,643iApproximate average salary by contribution assumption: employee only about $191,085 at 4% or $127,390 at 6%; with 50% employer match about $127,390 at 4% or $84,926 at 6%; with 100% employer match about $95,542 at 4% or $63,695 at 6%.
2010119$2,047,850$171,063$9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,055 at 6%; with 50% employer match about $150,055 at 4% or $100,037 at 6%; with 100% employer match about $112,541 at 4% or $75,028 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-19$2,047,850$171,063$9,003iApproximate average salary by contribution assumption: employee only about $225,083 at 4% or $150,055 at 6%; with 50% employer match about $150,055 at 4% or $100,037 at 6%; with 100% employer match about $112,541 at 4% or $75,028 at 6%.
2009120$1,864,725$173,447$8,672iApproximate average salary by contribution assumption: employee only about $216,809 at 4% or $144,539 at 6%; with 50% employer match about $144,539 at 4% or $96,359 at 6%; with 100% employer match about $108,404 at 4% or $72,270 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-20$1,864,725$173,447$8,672iApproximate average salary by contribution assumption: employee only about $216,809 at 4% or $144,539 at 6%; with 50% employer match about $144,539 at 4% or $96,359 at 6%; with 100% employer match about $108,404 at 4% or $72,270 at 6%.
2008122$1,434,766$192,224$8,737iApproximate average salary by contribution assumption: employee only about $218,436 at 4% or $145,624 at 6%; with 50% employer match about $145,624 at 4% or $97,083 at 6%; with 100% employer match about $109,218 at 4% or $72,812 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-22$1,434,766$192,224$8,737iApproximate average salary by contribution assumption: employee only about $218,436 at 4% or $145,624 at 6%; with 50% employer match about $145,624 at 4% or $97,083 at 6%; with 100% employer match about $109,218 at 4% or $72,812 at 6%.
2007125$0$0-
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-25---
2006122$1,653,148$130,766$5,944iApproximate average salary by contribution assumption: employee only about $148,598 at 4% or $99,065 at 6%; with 50% employer match about $99,065 at 4% or $66,043 at 6%; with 100% employer match about $74,299 at 4% or $49,533 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-22$1,653,148$130,766$5,944iApproximate average salary by contribution assumption: employee only about $148,598 at 4% or $99,065 at 6%; with 50% employer match about $99,065 at 4% or $66,043 at 6%; with 100% employer match about $74,299 at 4% or $49,533 at 6%.
2005120$1,532,093$117,811$5,891iApproximate average salary by contribution assumption: employee only about $147,264 at 4% or $98,176 at 6%; with 50% employer match about $98,176 at 4% or $65,451 at 6%; with 100% employer match about $73,632 at 4% or $49,088 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-20$1,532,093$117,811$5,891iApproximate average salary by contribution assumption: employee only about $147,264 at 4% or $98,176 at 6%; with 50% employer match about $98,176 at 4% or $65,451 at 6%; with 100% employer match about $73,632 at 4% or $49,088 at 6%.
2004123$1,591,081$117,546$5,111iApproximate average salary by contribution assumption: employee only about $127,767 at 4% or $85,178 at 6%; with 50% employer match about $85,178 at 4% or $56,786 at 6%; with 100% employer match about $63,884 at 4% or $42,589 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-23$1,591,081$117,546$5,111iApproximate average salary by contribution assumption: employee only about $127,767 at 4% or $85,178 at 6%; with 50% employer match about $85,178 at 4% or $56,786 at 6%; with 100% employer match about $63,884 at 4% or $42,589 at 6%.
2003122$1,401,550$103,167$4,689iApproximate average salary by contribution assumption: employee only about $117,235 at 4% or $78,157 at 6%; with 50% employer match about $78,157 at 4% or $52,105 at 6%; with 100% employer match about $58,618 at 4% or $39,078 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-22$1,401,550$103,167$4,689iApproximate average salary by contribution assumption: employee only about $117,235 at 4% or $78,157 at 6%; with 50% employer match about $78,157 at 4% or $52,105 at 6%; with 100% employer match about $58,618 at 4% or $39,078 at 6%.
2002126$1,205,862$131,827$5,070iApproximate average salary by contribution assumption: employee only about $126,757 at 4% or $84,504 at 6%; with 50% employer match about $84,504 at 4% or $56,336 at 6%; with 100% employer match about $63,378 at 4% or $42,252 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-26$1,205,862$131,827$5,070iApproximate average salary by contribution assumption: employee only about $126,757 at 4% or $84,504 at 6%; with 50% employer match about $84,504 at 4% or $56,336 at 6%; with 100% employer match about $63,378 at 4% or $42,252 at 6%.
2001127$0$0-
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-27---
2000125$1,717,026$132,401$5,296iApproximate average salary by contribution assumption: employee only about $132,401 at 4% or $88,267 at 6%; with 50% employer match about $88,267 at 4% or $58,845 at 6%; with 100% employer match about $66,201 at 4% or $44,134 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-25$1,717,026$132,401$5,296iApproximate average salary by contribution assumption: employee only about $132,401 at 4% or $88,267 at 6%; with 50% employer match about $88,267 at 4% or $58,845 at 6%; with 100% employer match about $66,201 at 4% or $44,134 at 6%.
1999124$1,760,219$117,398$4,892iApproximate average salary by contribution assumption: employee only about $122,290 at 4% or $81,526 at 6%; with 50% employer match about $81,526 at 4% or $54,351 at 6%; with 100% employer match about $61,145 at 4% or $40,763 at 6%.
John G. Shelley Co. Inc. 401K Retirement Plan and Trust-24$1,760,219$117,398$4,892iApproximate average salary by contribution assumption: employee only about $122,290 at 4% or $81,526 at 6%; with 50% employer match about $81,526 at 4% or $54,351 at 6%; with 100% employer match about $61,145 at 4% or $40,763 at 6%.