Civic Intelligence

Sm Holding Group Inc. D/B/A Shumate Mechanical LL

Plan context: Shumate Mechanical LLC 401(K) Plan

EIN 20-1816844 • Duluth, GA • 37 filings • 4 plans

2805 Premiere ParkwayDuluth, GA 30097
Current Snapshot

Latest Year

2024

2024 Participants

567

2024 Assets

$18,835,857

2024 Contributions

$1,919,624

Historical Graphs

Total Assets Over Time

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

$18,835,857$9,417,929$0200620162024YearValue
$18,835,857Latest year 2024

Participants Over Time

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

5942970200420142024YearValue
567Latest 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
20241567$18,835,857$1,919,624$3,386iApproximate average salary by contribution assumption: employee only about $84,640 at 4% or $56,426 at 6%; with 50% employer match about $56,426 at 4% or $37,618 at 6%; with 100% employer match about $42,320 at 4% or $28,213 at 6%.
Shumate Mechanical LLC 401(K) Plan-567$18,835,857$1,919,624$3,386iApproximate average salary by contribution assumption: employee only about $84,640 at 4% or $56,426 at 6%; with 50% employer match about $56,426 at 4% or $37,618 at 6%; with 100% employer match about $42,320 at 4% or $28,213 at 6%.
20232538$15,950,625$1,586,773$2,949iApproximate average salary by contribution assumption: employee only about $73,735 at 4% or $49,157 at 6%; with 50% employer match about $49,157 at 4% or $32,771 at 6%; with 100% employer match about $36,867 at 4% or $24,578 at 6%.
Shumate Mechanical LLC 401(K) Plan-425$15,950,625$1,586,773$3,734iApproximate average salary by contribution assumption: employee only about $93,340 at 4% or $62,226 at 6%; with 50% employer match about $62,226 at 4% or $41,484 at 6%; with 100% employer match about $46,670 at 4% or $31,113 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-538---
20222369$12,810,213$1,426,851$3,867iApproximate average salary by contribution assumption: employee only about $96,670 at 4% or $64,447 at 6%; with 50% employer match about $64,447 at 4% or $42,964 at 6%; with 100% employer match about $48,335 at 4% or $32,223 at 6%.
Shumate Mechanical LLC 401(K) Plan-369$12,810,213$1,426,851$3,867iApproximate average salary by contribution assumption: employee only about $96,670 at 4% or $64,447 at 6%; with 50% employer match about $64,447 at 4% or $42,964 at 6%; with 100% employer match about $48,335 at 4% or $32,223 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-360---
20212387$14,851,969$1,237,077$3,197iApproximate average salary by contribution assumption: employee only about $79,915 at 4% or $53,276 at 6%; with 50% employer match about $53,276 at 4% or $35,518 at 6%; with 100% employer match about $39,957 at 4% or $26,638 at 6%.
Shumate Mechanical LLC 401(K) Plan-387$14,851,969$1,237,077$3,197iApproximate average salary by contribution assumption: employee only about $79,915 at 4% or $53,276 at 6%; with 50% employer match about $53,276 at 4% or $35,518 at 6%; with 100% employer match about $39,957 at 4% or $26,638 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-282---
20202386$12,808,672$1,240,412$3,214iApproximate average salary by contribution assumption: employee only about $80,338 at 4% or $53,558 at 6%; with 50% employer match about $53,558 at 4% or $35,706 at 6%; with 100% employer match about $40,169 at 4% or $26,779 at 6%.
Shumate Mechanical LLC 401(K) Plan-386$12,808,672$1,240,412$3,214iApproximate average salary by contribution assumption: employee only about $80,338 at 4% or $53,558 at 6%; with 50% employer match about $53,558 at 4% or $35,706 at 6%; with 100% employer match about $40,169 at 4% or $26,779 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-286---
20192363$10,926,896$1,111,471$3,062iApproximate average salary by contribution assumption: employee only about $76,548 at 4% or $51,032 at 6%; with 50% employer match about $51,032 at 4% or $34,021 at 6%; with 100% employer match about $38,274 at 4% or $25,516 at 6%.
Shumate Mechanical LLC 401(K) Plan-363$10,926,896$1,111,471$3,062iApproximate average salary by contribution assumption: employee only about $76,548 at 4% or $51,032 at 6%; with 50% employer match about $51,032 at 4% or $34,021 at 6%; with 100% employer match about $38,274 at 4% or $25,516 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-274---
20182345$8,664,634$861,350$2,497iApproximate average salary by contribution assumption: employee only about $62,417 at 4% or $41,611 at 6%; with 50% employer match about $41,611 at 4% or $27,741 at 6%; with 100% employer match about $31,208 at 4% or $20,806 at 6%.
Shumate Mechanical LLC 401(K) Plan-345$8,664,634$861,350$2,497iApproximate average salary by contribution assumption: employee only about $62,417 at 4% or $41,611 at 6%; with 50% employer match about $41,611 at 4% or $27,741 at 6%; with 100% employer match about $31,208 at 4% or $20,806 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-260---
20172319$8,910,284$565,728$1,773iApproximate average salary by contribution assumption: employee only about $44,336 at 4% or $29,557 at 6%; with 50% employer match about $29,557 at 4% or $19,705 at 6%; with 100% employer match about $22,168 at 4% or $14,779 at 6%.
Shumate Mechanical LLC 401(K) Plan-319$8,910,284$565,728$1,773iApproximate average salary by contribution assumption: employee only about $44,336 at 4% or $29,557 at 6%; with 50% employer match about $29,557 at 4% or $19,705 at 6%; with 100% employer match about $22,168 at 4% or $14,779 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-263---
20162266$7,339,735$544,293$2,046iApproximate average salary by contribution assumption: employee only about $51,155 at 4% or $34,104 at 6%; with 50% employer match about $34,104 at 4% or $22,736 at 6%; with 100% employer match about $25,578 at 4% or $17,052 at 6%.
Shumate Mechanical LLC 401(K) Plan-242$7,339,735$544,293$2,249iApproximate average salary by contribution assumption: employee only about $56,229 at 4% or $37,486 at 6%; with 50% employer match about $37,486 at 4% or $24,990 at 6%; with 100% employer match about $28,114 at 4% or $18,743 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-266---
20152247$6,712,816$458,699$1,857iApproximate average salary by contribution assumption: employee only about $46,427 at 4% or $30,951 at 6%; with 50% employer match about $30,951 at 4% or $20,634 at 6%; with 100% employer match about $23,214 at 4% or $15,476 at 6%.
Shumate Mechanical LLC 401(K) Plan-247$6,712,816$458,699$1,857iApproximate average salary by contribution assumption: employee only about $46,427 at 4% or $30,951 at 6%; with 50% employer match about $30,951 at 4% or $20,634 at 6%; with 100% employer match about $23,214 at 4% or $15,476 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-171---
20142253$6,735,524$435,667$1,722iApproximate average salary by contribution assumption: employee only about $43,050 at 4% or $28,700 at 6%; with 50% employer match about $28,700 at 4% or $19,133 at 6%; with 100% employer match about $21,525 at 4% or $14,350 at 6%.
Shumate Mechanical LLC 401(K) Plan-253$6,735,524$435,667$1,722iApproximate average salary by contribution assumption: employee only about $43,050 at 4% or $28,700 at 6%; with 50% employer match about $28,700 at 4% or $19,133 at 6%; with 100% employer match about $21,525 at 4% or $14,350 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-227---
20132260$6,573,690$502,133$1,931iApproximate average salary by contribution assumption: employee only about $48,282 at 4% or $32,188 at 6%; with 50% employer match about $32,188 at 4% or $21,459 at 6%; with 100% employer match about $24,141 at 4% or $16,094 at 6%.
Shumate Mechanical LLC 401(K) Plan-260$6,573,690$502,133$1,931iApproximate average salary by contribution assumption: employee only about $48,282 at 4% or $32,188 at 6%; with 50% employer match about $32,188 at 4% or $21,459 at 6%; with 100% employer match about $24,141 at 4% or $16,094 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-235---
20122390$5,391,787$358,317$919iApproximate average salary by contribution assumption: employee only about $22,969 at 4% or $15,313 at 6%; with 50% employer match about $15,313 at 4% or $10,208 at 6%; with 100% employer match about $11,485 at 4% or $7,656 at 6%.
Shumate Mechanical LLC 401(K) Plan-390$5,391,787$358,317$919iApproximate average salary by contribution assumption: employee only about $22,969 at 4% or $15,313 at 6%; with 50% employer match about $15,313 at 4% or $10,208 at 6%; with 100% employer match about $11,485 at 4% or $7,656 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-228---
20112512$4,870,621$407,584$796iApproximate average salary by contribution assumption: employee only about $19,902 at 4% or $13,268 at 6%; with 50% employer match about $13,268 at 4% or $8,845 at 6%; with 100% employer match about $9,951 at 4% or $6,634 at 6%.
Shumate Mechanical LLC 401(K) Plan-512$4,870,621$407,584$796iApproximate average salary by contribution assumption: employee only about $19,902 at 4% or $13,268 at 6%; with 50% employer match about $13,268 at 4% or $8,845 at 6%; with 100% employer match about $9,951 at 4% or $6,634 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-242---
20102334$4,902,490$434,154$1,300iApproximate average salary by contribution assumption: employee only about $32,497 at 4% or $21,664 at 6%; with 50% employer match about $21,664 at 4% or $14,443 at 6%; with 100% employer match about $16,248 at 4% or $10,832 at 6%.
Shumate Mechanical LLC 401(K) Plan-334$4,902,490$434,154$1,300iApproximate average salary by contribution assumption: employee only about $32,497 at 4% or $21,664 at 6%; with 50% employer match about $21,664 at 4% or $14,443 at 6%; with 100% employer match about $16,248 at 4% or $10,832 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-328---
20092357$4,105,361$602,267$1,687iApproximate average salary by contribution assumption: employee only about $42,176 at 4% or $28,117 at 6%; with 50% employer match about $28,117 at 4% or $18,745 at 6%; with 100% employer match about $21,088 at 4% or $14,059 at 6%.
Shumate Mechanical LLC 401(K) Plan-357$4,105,361$602,267$1,687iApproximate average salary by contribution assumption: employee only about $42,176 at 4% or $28,117 at 6%; with 50% employer match about $28,117 at 4% or $18,745 at 6%; with 100% employer match about $21,088 at 4% or $14,059 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-336---
20081398$3,046,593$653,465$1,642iApproximate average salary by contribution assumption: employee only about $41,047 at 4% or $27,365 at 6%; with 50% employer match about $27,365 at 4% or $18,243 at 6%; with 100% employer match about $20,523 at 4% or $13,682 at 6%.
Shumate Mechanical LLC 401(K) Plan-398$3,046,593$653,465$1,642iApproximate average salary by contribution assumption: employee only about $41,047 at 4% or $27,365 at 6%; with 50% employer match about $27,365 at 4% or $18,243 at 6%; with 100% employer match about $20,523 at 4% or $13,682 at 6%.
20071537$0$0-
Shumate Mechanical LLC Welfare Benefit Plan-537---
20062594$3,093,317$651,111$1,096iApproximate average salary by contribution assumption: employee only about $27,404 at 4% or $18,269 at 6%; with 50% employer match about $18,269 at 4% or $12,179 at 6%; with 100% employer match about $13,702 at 4% or $9,135 at 6%.
Shumate Mechanical LLC 401(K) Plan-341$3,093,317$651,111$1,909iApproximate average salary by contribution assumption: employee only about $47,735 at 4% or $31,824 at 6%; with 50% employer match about $31,824 at 4% or $21,216 at 6%; with 100% employer match about $23,868 at 4% or $15,912 at 6%.
Shumate Mechanical LLC Welfare Benefit Plan-594---
20051360$0$0-
Shumate Mechanical LLC Welfare Benefit Plan-360---
20041337$0$0-
Shumate Mechanical LLC Welfare Benefit Plan-337---