Civic Intelligence

R Leslie Shelton MD PC

Plan context: R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust

EIN 04-3534238 • Leominster, MA • 29 filings • 8 plans

100 Hospital RoadSuite 2BLeominster, MA 01453
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$5,280,767

2024 Contributions

$234,936

Historical Graphs

Total Assets Over Time

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

$5,280,767$2,640,384$0200320152024YearValue
$5,280,767Latest year 2024

Participants Over Time

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

1160200320142024YearValue
11Latest year 2024

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
2024211$5,280,767$234,936$21,358iApproximate average salary by contribution assumption: employee only about $533,945 at 4% or $355,964 at 6%; with 50% employer match about $355,964 at 4% or $237,309 at 6%; with 100% employer match about $266,973 at 4% or $177,982 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-11$3,866,741$143,703$13,064iApproximate average salary by contribution assumption: employee only about $326,598 at 4% or $217,732 at 6%; with 50% employer match about $217,732 at 4% or $145,155 at 6%; with 100% employer match about $163,299 at 4% or $108,866 at 6%.
R LESLIE SHELTON MD PC CASH BALANCE PLAN-11$1,414,026$91,233$8,294iApproximate average salary by contribution assumption: employee only about $207,348 at 4% or $138,232 at 6%; with 50% employer match about $138,232 at 4% or $92,155 at 6%; with 100% employer match about $103,674 at 4% or $69,116 at 6%.
2023211$4,255,910$230,770$20,979iApproximate average salary by contribution assumption: employee only about $524,477 at 4% or $349,652 at 6%; with 50% employer match about $349,652 at 4% or $233,101 at 6%; with 100% employer match about $262,239 at 4% or $174,826 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-11$3,094,937$139,498$12,682iApproximate average salary by contribution assumption: employee only about $317,041 at 4% or $211,361 at 6%; with 50% employer match about $211,361 at 4% or $140,907 at 6%; with 100% employer match about $158,520 at 4% or $105,680 at 6%.
R LESLIE SHELTON MD PC CASH BALANCE PLAN-11$1,160,973$91,272$8,297iApproximate average salary by contribution assumption: employee only about $207,436 at 4% or $138,291 at 6%; with 50% employer match about $138,291 at 4% or $92,194 at 6%; with 100% employer match about $103,718 at 4% or $69,145 at 6%.
2022211$3,376,989$318,460$28,951iApproximate average salary by contribution assumption: employee only about $723,773 at 4% or $482,515 at 6%; with 50% employer match about $482,515 at 4% or $321,677 at 6%; with 100% employer match about $361,886 at 4% or $241,258 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-11$2,433,461$130,460$11,860iApproximate average salary by contribution assumption: employee only about $296,500 at 4% or $197,667 at 6%; with 50% employer match about $197,667 at 4% or $131,778 at 6%; with 100% employer match about $148,250 at 4% or $98,833 at 6%.
R LESLIE SHELTON MD PC CASH BALANCE PLAN-9$943,528$188,000$20,889iApproximate average salary by contribution assumption: employee only about $522,222 at 4% or $348,148 at 6%; with 50% employer match about $348,148 at 4% or $232,099 at 6%; with 100% employer match about $261,111 at 4% or $174,074 at 6%.
2021211$3,738,447$218,063$19,824iApproximate average salary by contribution assumption: employee only about $495,598 at 4% or $330,398 at 6%; with 50% employer match about $330,398 at 4% or $220,266 at 6%; with 100% employer match about $247,799 at 4% or $165,199 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-11$2,877,605$126,302$11,482iApproximate average salary by contribution assumption: employee only about $287,050 at 4% or $191,367 at 6%; with 50% employer match about $191,367 at 4% or $127,578 at 6%; with 100% employer match about $143,525 at 4% or $95,683 at 6%.
R LESLIE SHELTON MD PC CASH BALANCE PLAN-9$860,842$91,761$10,196iApproximate average salary by contribution assumption: employee only about $254,892 at 4% or $169,928 at 6%; with 50% employer match about $169,928 at 4% or $113,285 at 6%; with 100% employer match about $127,446 at 4% or $84,964 at 6%.
2020211$3,034,328$221,519$20,138iApproximate average salary by contribution assumption: employee only about $503,452 at 4% or $335,635 at 6%; with 50% employer match about $335,635 at 4% or $223,757 at 6%; with 100% employer match about $251,726 at 4% or $167,817 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-11$2,356,803$95,992$8,727iApproximate average salary by contribution assumption: employee only about $218,164 at 4% or $145,442 at 6%; with 50% employer match about $145,442 at 4% or $96,962 at 6%; with 100% employer match about $109,082 at 4% or $72,721 at 6%.
R LESLIE SHELTON MD PC CASH BALANCE PLAN-9$677,525$125,527$13,947iApproximate average salary by contribution assumption: employee only about $348,686 at 4% or $232,457 at 6%; with 50% employer match about $232,457 at 4% or $154,972 at 6%; with 100% employer match about $174,343 at 4% or $116,229 at 6%.
2019211$2,304,656$218,014$19,819iApproximate average salary by contribution assumption: employee only about $495,486 at 4% or $330,324 at 6%; with 50% employer match about $330,324 at 4% or $220,216 at 6%; with 100% employer match about $247,743 at 4% or $165,162 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-11$1,822,445$99,420$9,038iApproximate average salary by contribution assumption: employee only about $225,955 at 4% or $150,636 at 6%; with 50% employer match about $150,636 at 4% or $100,424 at 6%; with 100% employer match about $112,977 at 4% or $75,318 at 6%.
R LESLIE SHELTON MD PC CASH BALANCE PLAN-9$482,211$118,594$13,177iApproximate average salary by contribution assumption: employee only about $329,428 at 4% or $219,619 at 6%; with 50% employer match about $219,619 at 4% or $146,412 at 6%; with 100% employer match about $164,714 at 4% or $109,809 at 6%.
2018210$1,718,735$285,630$28,563iApproximate average salary by contribution assumption: employee only about $714,075 at 4% or $476,050 at 6%; with 50% employer match about $476,050 at 4% or $317,367 at 6%; with 100% employer match about $357,038 at 4% or $238,025 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-10$1,400,260$96,570$9,657iApproximate average salary by contribution assumption: employee only about $241,425 at 4% or $160,950 at 6%; with 50% employer match about $160,950 at 4% or $107,300 at 6%; with 100% employer match about $120,713 at 4% or $80,475 at 6%.
R LESLIE SHELTON MD PC CASH BALANCE PLAN-8$318,475$189,060$23,633iApproximate average salary by contribution assumption: employee only about $590,813 at 4% or $393,875 at 6%; with 50% employer match about $393,875 at 4% or $262,583 at 6%; with 100% employer match about $295,406 at 4% or $196,938 at 6%.
2017210$1,547,287$219,143$21,914iApproximate average salary by contribution assumption: employee only about $547,858 at 4% or $365,238 at 6%; with 50% employer match about $365,238 at 4% or $243,492 at 6%; with 100% employer match about $273,929 at 4% or $182,619 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-10$1,409,959$81,815$8,182iApproximate average salary by contribution assumption: employee only about $204,538 at 4% or $136,358 at 6%; with 50% employer match about $136,358 at 4% or $90,906 at 6%; with 100% employer match about $102,269 at 4% or $68,179 at 6%.
R LESLIE SHELTON MD PC CASH BALANCE PLAN-8$137,328$137,328$17,166iApproximate average salary by contribution assumption: employee only about $429,150 at 4% or $286,100 at 6%; with 50% employer match about $286,100 at 4% or $190,733 at 6%; with 100% employer match about $214,575 at 4% or $143,050 at 6%.
201619$1,126,736$79,643$8,849iApproximate average salary by contribution assumption: employee only about $221,231 at 4% or $147,487 at 6%; with 50% employer match about $147,487 at 4% or $98,325 at 6%; with 100% employer match about $110,615 at 4% or $73,744 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-9$1,126,736$79,643$8,849iApproximate average salary by contribution assumption: employee only about $221,231 at 4% or $147,487 at 6%; with 50% employer match about $147,487 at 4% or $98,325 at 6%; with 100% employer match about $110,615 at 4% or $73,744 at 6%.
2015111$1,042,498$58,964$5,360iApproximate average salary by contribution assumption: employee only about $134,009 at 4% or $89,339 at 6%; with 50% employer match about $89,339 at 4% or $59,560 at 6%; with 100% employer match about $67,005 at 4% or $44,670 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-11$1,042,498$58,964$5,360iApproximate average salary by contribution assumption: employee only about $134,009 at 4% or $89,339 at 6%; with 50% employer match about $89,339 at 4% or $59,560 at 6%; with 100% employer match about $67,005 at 4% or $44,670 at 6%.
201419$984,424$72,072$8,008iApproximate average salary by contribution assumption: employee only about $200,200 at 4% or $133,467 at 6%; with 50% employer match about $133,467 at 4% or $88,978 at 6%; with 100% employer match about $100,100 at 4% or $66,733 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-9$984,424$72,072$8,008iApproximate average salary by contribution assumption: employee only about $200,200 at 4% or $133,467 at 6%; with 50% employer match about $133,467 at 4% or $88,978 at 6%; with 100% employer match about $100,100 at 4% or $66,733 at 6%.
201318$861,897$72,459$9,057iApproximate average salary by contribution assumption: employee only about $226,434 at 4% or $150,956 at 6%; with 50% employer match about $150,956 at 4% or $100,638 at 6%; with 100% employer match about $113,217 at 4% or $75,478 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-8$861,897$72,459$9,057iApproximate average salary by contribution assumption: employee only about $226,434 at 4% or $150,956 at 6%; with 50% employer match about $150,956 at 4% or $100,638 at 6%; with 100% employer match about $113,217 at 4% or $75,478 at 6%.
201117$479,355$68,859$9,837iApproximate average salary by contribution assumption: employee only about $245,925 at 4% or $163,950 at 6%; with 50% employer match about $163,950 at 4% or $109,300 at 6%; with 100% employer match about $122,963 at 4% or $81,975 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-7$479,355$68,859$9,837iApproximate average salary by contribution assumption: employee only about $245,925 at 4% or $163,950 at 6%; with 50% employer match about $163,950 at 4% or $109,300 at 6%; with 100% employer match about $122,963 at 4% or $81,975 at 6%.
201018$426,883$69,627$8,703iApproximate average salary by contribution assumption: employee only about $217,584 at 4% or $145,056 at 6%; with 50% employer match about $145,056 at 4% or $96,704 at 6%; with 100% employer match about $108,792 at 4% or $72,528 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-8$426,883$69,627$8,703iApproximate average salary by contribution assumption: employee only about $217,584 at 4% or $145,056 at 6%; with 50% employer match about $145,056 at 4% or $96,704 at 6%; with 100% employer match about $108,792 at 4% or $72,528 at 6%.
200918$327,033$60,807$7,601iApproximate average salary by contribution assumption: employee only about $190,022 at 4% or $126,681 at 6%; with 50% employer match about $126,681 at 4% or $84,454 at 6%; with 100% employer match about $95,011 at 4% or $63,341 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-8$327,033$60,807$7,601iApproximate average salary by contribution assumption: employee only about $190,022 at 4% or $126,681 at 6%; with 50% employer match about $126,681 at 4% or $84,454 at 6%; with 100% employer match about $95,011 at 4% or $63,341 at 6%.
200816$275,241$63,395$10,566iApproximate average salary by contribution assumption: employee only about $264,146 at 4% or $176,097 at 6%; with 50% employer match about $176,097 at 4% or $117,398 at 6%; with 100% employer match about $132,073 at 4% or $88,049 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-6$275,241$63,395$10,566iApproximate average salary by contribution assumption: employee only about $264,146 at 4% or $176,097 at 6%; with 50% employer match about $176,097 at 4% or $117,398 at 6%; with 100% employer match about $132,073 at 4% or $88,049 at 6%.
200716$0$0-
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-6---
200614$166,779$31,210$7,803iApproximate average salary by contribution assumption: employee only about $195,063 at 4% or $130,042 at 6%; with 50% employer match about $130,042 at 4% or $86,694 at 6%; with 100% employer match about $97,531 at 4% or $65,021 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-4$166,779$31,210$7,803iApproximate average salary by contribution assumption: employee only about $195,063 at 4% or $130,042 at 6%; with 50% employer match about $130,042 at 4% or $86,694 at 6%; with 100% employer match about $97,531 at 4% or $65,021 at 6%.
200515$151,464$49,084$9,817iApproximate average salary by contribution assumption: employee only about $245,420 at 4% or $163,613 at 6%; with 50% employer match about $163,613 at 4% or $109,076 at 6%; with 100% employer match about $122,710 at 4% or $81,807 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-5$151,464$49,084$9,817iApproximate average salary by contribution assumption: employee only about $245,420 at 4% or $163,613 at 6%; with 50% employer match about $163,613 at 4% or $109,076 at 6%; with 100% employer match about $122,710 at 4% or $81,807 at 6%.
200416$104,266$57,576$9,596iApproximate average salary by contribution assumption: employee only about $239,900 at 4% or $159,933 at 6%; with 50% employer match about $159,933 at 4% or $106,622 at 6%; with 100% employer match about $119,950 at 4% or $79,967 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-6$104,266$57,576$9,596iApproximate average salary by contribution assumption: employee only about $239,900 at 4% or $159,933 at 6%; with 50% employer match about $159,933 at 4% or $106,622 at 6%; with 100% employer match about $119,950 at 4% or $79,967 at 6%.
200317$43,231$43,231$6,176iApproximate average salary by contribution assumption: employee only about $154,396 at 4% or $102,931 at 6%; with 50% employer match about $102,931 at 4% or $68,621 at 6%; with 100% employer match about $77,198 at 4% or $51,465 at 6%.
R Leslie Shelton MD PC 401(K) Profit Sharing Plan & Trust-7$43,231$43,231$6,176iApproximate average salary by contribution assumption: employee only about $154,396 at 4% or $102,931 at 6%; with 50% employer match about $102,931 at 4% or $68,621 at 6%; with 100% employer match about $77,198 at 4% or $51,465 at 6%.