Civic Intelligence

SHIPLEY SNELL MONTGOMERY, LLP

Plan context: SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN

EIN 20-4115308 • Houston, TX • 20 filings • 3 plans

717 Texas Ave., Ste. 1800Houston, TX 77002
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$5,324,439

2025 Contributions

$398,548

Historical Graphs

Total Assets Over Time

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

$5,324,439$2,662,220$0200620162025YearValue
$5,324,439Latest year 2025

Participants Over Time

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

1890200620162025YearValue
16Latest 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
2025116$5,324,439$398,548$24,909iApproximate average salary by contribution assumption: employee only about $622,731 at 4% or $415,154 at 6%; with 50% employer match about $415,154 at 4% or $276,769 at 6%; with 100% employer match about $311,366 at 4% or $207,577 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-16$5,324,439$398,548$24,909iApproximate average salary by contribution assumption: employee only about $622,731 at 4% or $415,154 at 6%; with 50% employer match about $415,154 at 4% or $276,769 at 6%; with 100% employer match about $311,366 at 4% or $207,577 at 6%.
2024116$4,337,693$335,817$20,989iApproximate average salary by contribution assumption: employee only about $524,714 at 4% or $349,809 at 6%; with 50% employer match about $349,809 at 4% or $233,206 at 6%; with 100% employer match about $262,357 at 4% or $174,905 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-16$4,337,693$335,817$20,989iApproximate average salary by contribution assumption: employee only about $524,714 at 4% or $349,809 at 6%; with 50% employer match about $349,809 at 4% or $233,206 at 6%; with 100% employer match about $262,357 at 4% or $174,905 at 6%.
2023117$3,698,309$336,414$19,789iApproximate average salary by contribution assumption: employee only about $494,726 at 4% or $329,818 at 6%; with 50% employer match about $329,818 at 4% or $219,878 at 6%; with 100% employer match about $247,363 at 4% or $164,909 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-17$3,698,309$336,414$19,789iApproximate average salary by contribution assumption: employee only about $494,726 at 4% or $329,818 at 6%; with 50% employer match about $329,818 at 4% or $219,878 at 6%; with 100% employer match about $247,363 at 4% or $164,909 at 6%.
2022118$2,932,996$342,260$19,014iApproximate average salary by contribution assumption: employee only about $475,361 at 4% or $316,907 at 6%; with 50% employer match about $316,907 at 4% or $211,272 at 6%; with 100% employer match about $237,681 at 4% or $158,454 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-18$2,932,996$342,260$19,014iApproximate average salary by contribution assumption: employee only about $475,361 at 4% or $316,907 at 6%; with 50% employer match about $316,907 at 4% or $211,272 at 6%; with 100% employer match about $237,681 at 4% or $158,454 at 6%.
2021118$3,438,341$318,813$17,712iApproximate average salary by contribution assumption: employee only about $442,796 at 4% or $295,197 at 6%; with 50% employer match about $295,197 at 4% or $196,798 at 6%; with 100% employer match about $221,398 at 4% or $147,599 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-18$3,438,341$318,813$17,712iApproximate average salary by contribution assumption: employee only about $442,796 at 4% or $295,197 at 6%; with 50% employer match about $295,197 at 4% or $196,798 at 6%; with 100% employer match about $221,398 at 4% or $147,599 at 6%.
2020117$2,797,916$300,477$17,675iApproximate average salary by contribution assumption: employee only about $441,878 at 4% or $294,585 at 6%; with 50% employer match about $294,585 at 4% or $196,390 at 6%; with 100% employer match about $220,939 at 4% or $147,293 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-17$2,797,916$300,477$17,675iApproximate average salary by contribution assumption: employee only about $441,878 at 4% or $294,585 at 6%; with 50% employer match about $294,585 at 4% or $196,390 at 6%; with 100% employer match about $220,939 at 4% or $147,293 at 6%.
2019117$2,087,045$348,480$20,499iApproximate average salary by contribution assumption: employee only about $512,471 at 4% or $341,647 at 6%; with 50% employer match about $341,647 at 4% or $227,765 at 6%; with 100% employer match about $256,235 at 4% or $170,824 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-17$2,087,045$348,480$20,499iApproximate average salary by contribution assumption: employee only about $512,471 at 4% or $341,647 at 6%; with 50% employer match about $341,647 at 4% or $227,765 at 6%; with 100% employer match about $256,235 at 4% or $170,824 at 6%.
2018114$1,400,481$186,141$13,296iApproximate average salary by contribution assumption: employee only about $332,395 at 4% or $221,596 at 6%; with 50% employer match about $221,596 at 4% or $147,731 at 6%; with 100% employer match about $166,197 at 4% or $110,798 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-14$1,400,481$186,141$13,296iApproximate average salary by contribution assumption: employee only about $332,395 at 4% or $221,596 at 6%; with 50% employer match about $221,596 at 4% or $147,731 at 6%; with 100% employer match about $166,197 at 4% or $110,798 at 6%.
2017113$1,329,679$120,268$9,251iApproximate average salary by contribution assumption: employee only about $231,285 at 4% or $154,190 at 6%; with 50% employer match about $154,190 at 4% or $102,793 at 6%; with 100% employer match about $115,642 at 4% or $77,095 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-13$1,329,679$120,268$9,251iApproximate average salary by contribution assumption: employee only about $231,285 at 4% or $154,190 at 6%; with 50% employer match about $154,190 at 4% or $102,793 at 6%; with 100% employer match about $115,642 at 4% or $77,095 at 6%.
2016113$998,005$102,072$7,852iApproximate average salary by contribution assumption: employee only about $196,292 at 4% or $130,862 at 6%; with 50% employer match about $130,862 at 4% or $87,241 at 6%; with 100% employer match about $98,146 at 4% or $65,431 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-13$998,005$102,072$7,852iApproximate average salary by contribution assumption: employee only about $196,292 at 4% or $130,862 at 6%; with 50% employer match about $130,862 at 4% or $87,241 at 6%; with 100% employer match about $98,146 at 4% or $65,431 at 6%.
201519$831,600$58,744$6,527iApproximate average salary by contribution assumption: employee only about $163,178 at 4% or $108,785 at 6%; with 50% employer match about $108,785 at 4% or $72,523 at 6%; with 100% employer match about $81,589 at 4% or $54,393 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-9$831,600$58,744$6,527iApproximate average salary by contribution assumption: employee only about $163,178 at 4% or $108,785 at 6%; with 50% employer match about $108,785 at 4% or $72,523 at 6%; with 100% employer match about $81,589 at 4% or $54,393 at 6%.
201419$803,875$30,639$3,404iApproximate average salary by contribution assumption: employee only about $85,108 at 4% or $56,739 at 6%; with 50% employer match about $56,739 at 4% or $37,826 at 6%; with 100% employer match about $42,554 at 4% or $28,369 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-9$803,875$30,639$3,404iApproximate average salary by contribution assumption: employee only about $85,108 at 4% or $56,739 at 6%; with 50% employer match about $56,739 at 4% or $37,826 at 6%; with 100% employer match about $42,554 at 4% or $28,369 at 6%.
201318$742,840$33,737$4,217iApproximate average salary by contribution assumption: employee only about $105,428 at 4% or $70,285 at 6%; with 50% employer match about $70,285 at 4% or $46,857 at 6%; with 100% employer match about $52,714 at 4% or $35,143 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-8$742,840$33,737$4,217iApproximate average salary by contribution assumption: employee only about $105,428 at 4% or $70,285 at 6%; with 50% employer match about $70,285 at 4% or $46,857 at 6%; with 100% employer match about $52,714 at 4% or $35,143 at 6%.
2012111$905,206$106,366$9,670iApproximate average salary by contribution assumption: employee only about $241,741 at 4% or $161,161 at 6%; with 50% employer match about $161,161 at 4% or $107,440 at 6%; with 100% employer match about $120,870 at 4% or $80,580 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-11$905,206$106,366$9,670iApproximate average salary by contribution assumption: employee only about $241,741 at 4% or $161,161 at 6%; with 50% employer match about $161,161 at 4% or $107,440 at 6%; with 100% employer match about $120,870 at 4% or $80,580 at 6%.
2011112$717,096$81,446$6,787iApproximate average salary by contribution assumption: employee only about $169,679 at 4% or $113,119 at 6%; with 50% employer match about $113,119 at 4% or $75,413 at 6%; with 100% employer match about $84,840 at 4% or $56,560 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-12$717,096$81,446$6,787iApproximate average salary by contribution assumption: employee only about $169,679 at 4% or $113,119 at 6%; with 50% employer match about $113,119 at 4% or $75,413 at 6%; with 100% employer match about $84,840 at 4% or $56,560 at 6%.
2010112$668,159$126,072$10,506iApproximate average salary by contribution assumption: employee only about $262,650 at 4% or $175,100 at 6%; with 50% employer match about $175,100 at 4% or $116,733 at 6%; with 100% employer match about $131,325 at 4% or $87,550 at 6%.
SHIPLEY SNELL MONTGOMERY LLP 401(K) PLAN-12$668,159$126,072$10,506iApproximate average salary by contribution assumption: employee only about $262,650 at 4% or $175,100 at 6%; with 50% employer match about $175,100 at 4% or $116,733 at 6%; with 100% employer match about $131,325 at 4% or $87,550 at 6%.
2009112$477,577$102,455$8,538iApproximate average salary by contribution assumption: employee only about $213,448 at 4% or $142,299 at 6%; with 50% employer match about $142,299 at 4% or $94,866 at 6%; with 100% employer match about $106,724 at 4% or $71,149 at 6%.
SHIPLEY SNELL MONTGOMERY LLP RETIREMENT PLAN-12$477,577$102,455$8,538iApproximate average salary by contribution assumption: employee only about $213,448 at 4% or $142,299 at 6%; with 50% employer match about $142,299 at 4% or $94,866 at 6%; with 100% employer match about $106,724 at 4% or $71,149 at 6%.
2008111$281,557$265,528$24,139iApproximate average salary by contribution assumption: employee only about $603,473 at 4% or $402,315 at 6%; with 50% employer match about $402,315 at 4% or $268,210 at 6%; with 100% employer match about $301,736 at 4% or $201,158 at 6%.
SHIPLEY SNELL MONTGOMERY, LLP RETIREMENT PLAN-11$281,557$265,528$24,139iApproximate average salary by contribution assumption: employee only about $603,473 at 4% or $402,315 at 6%; with 50% employer match about $402,315 at 4% or $268,210 at 6%; with 100% employer match about $301,736 at 4% or $201,158 at 6%.
2007111$0$0-
SHIPLEY SNELL MONTGOMERY, LLP RETIREMENT PLAN-11---
200618$19,819$20,065$2,508iApproximate average salary by contribution assumption: employee only about $62,703 at 4% or $41,802 at 6%; with 50% employer match about $41,802 at 4% or $27,868 at 6%; with 100% employer match about $31,352 at 4% or $20,901 at 6%.
SHIPLEY SNELL MONTGOMERY, LLP RETIREMENT PLAN-8$19,819$20,065$2,508iApproximate average salary by contribution assumption: employee only about $62,703 at 4% or $41,802 at 6%; with 50% employer match about $41,802 at 4% or $27,868 at 6%; with 100% employer match about $31,352 at 4% or $20,901 at 6%.