SHELTON SERVICES, LP PENSION PLAN & TRUST
Plan context: SHELTON SERVICES 401(K) PLAN
EIN 20-4380959 • Crosby, TX • 23 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
127
2025 Assets
$3,977,256
2025 Contributions
$1,103,748
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 | 127 | $3,977,256 | $1,103,748 | $8,691iApproximate average salary by contribution assumption: employee only about $217,273 at 4% or $144,849 at 6%; with 50% employer match about $144,849 at 4% or $96,566 at 6%; with 100% employer match about $108,637 at 4% or $72,424 at 6%. |
| SHELTON SERVICES 401(K) PLAN | - | 127 | $3,977,256 | $1,103,748 | $8,691iApproximate average salary by contribution assumption: employee only about $217,273 at 4% or $144,849 at 6%; with 50% employer match about $144,849 at 4% or $96,566 at 6%; with 100% employer match about $108,637 at 4% or $72,424 at 6%. |
| 2024 | 2 | 112 | $6,386,632 | $530,540 | $4,737iApproximate average salary by contribution assumption: employee only about $118,424 at 4% or $78,949 at 6%; with 50% employer match about $78,949 at 4% or $52,633 at 6%; with 100% employer match about $59,212 at 4% or $39,475 at 6%. |
| SHELTON SERVICES, INC. PENSION PLAN & TRUST | - | 34 | $3,689,472 | - | - |
| SHELTON SERVICES 401(K) PLAN | - | 112 | $2,697,160 | $530,540 | $4,737iApproximate average salary by contribution assumption: employee only about $118,424 at 4% or $78,949 at 6%; with 50% employer match about $78,949 at 4% or $52,633 at 6%; with 100% employer match about $59,212 at 4% or $39,475 at 6%. |
| 2023 | 2 | 99 | $5,679,433 | $518,734 | $5,240iApproximate average salary by contribution assumption: employee only about $130,993 at 4% or $87,329 at 6%; with 50% employer match about $87,329 at 4% or $58,219 at 6%; with 100% employer match about $65,497 at 4% or $43,664 at 6%. |
| SHELTON SERVICES, INC. PENSION PLAN & TRUST | - | 34 | $3,769,044 | - | - |
| SHELTON SERVICES 401(K) PLAN | - | 99 | $1,910,389 | $518,734 | $5,240iApproximate average salary by contribution assumption: employee only about $130,993 at 4% or $87,329 at 6%; with 50% employer match about $87,329 at 4% or $58,219 at 6%; with 100% employer match about $65,497 at 4% or $43,664 at 6%. |
| 2022 | 2 | 91 | $5,179,498 | $501,771 | $5,514iApproximate average salary by contribution assumption: employee only about $137,849 at 4% or $91,899 at 6%; with 50% employer match about $91,899 at 4% or $61,266 at 6%; with 100% employer match about $68,925 at 4% or $45,950 at 6%. |
| SHELTON SERVICES, INC. PENSION PLAN AND TRUST | - | 35 | $3,838,539 | - | - |
| SHELTON SERVICES 401(K) PLAN | - | 91 | $1,340,959 | $501,771 | $5,514iApproximate average salary by contribution assumption: employee only about $137,849 at 4% or $91,899 at 6%; with 50% employer match about $91,899 at 4% or $61,266 at 6%; with 100% employer match about $68,925 at 4% or $45,950 at 6%. |
| 2021 | 2 | 61 | $5,727,909 | $535,733 | $8,783iApproximate average salary by contribution assumption: employee only about $219,563 at 4% or $146,375 at 6%; with 50% employer match about $146,375 at 4% or $97,583 at 6%; with 100% employer match about $109,781 at 4% or $73,188 at 6%. |
| SHELTON SERVICES, INC. PENSION PLAN & TRUST | - | 37 | $4,510,693 | $0 | - |
| SHELTON SERVICES 401(K) PLAN | - | 61 | $1,217,216 | $535,733 | $8,783iApproximate average salary by contribution assumption: employee only about $219,563 at 4% or $146,375 at 6%; with 50% employer match about $146,375 at 4% or $97,583 at 6%; with 100% employer match about $109,781 at 4% or $73,188 at 6%. |
| 2020 | 2 | 53 | $5,101,402 | $332,083 | $6,266iApproximate average salary by contribution assumption: employee only about $156,643 at 4% or $104,429 at 6%; with 50% employer match about $104,429 at 4% or $69,619 at 6%; with 100% employer match about $78,321 at 4% or $52,214 at 6%. |
| SHELTON SERVICES, INC. PENSION PLAN & TRUST | - | 36 | $4,407,791 | $0 | - |
| SHELTON SERVICES 401(K) PLAN | - | 53 | $693,611 | $332,083 | $6,266iApproximate average salary by contribution assumption: employee only about $156,643 at 4% or $104,429 at 6%; with 50% employer match about $104,429 at 4% or $69,619 at 6%; with 100% employer match about $78,321 at 4% or $52,214 at 6%. |
| 2019 | 2 | 43 | $5,148,952 | $294,849 | $6,857iApproximate average salary by contribution assumption: employee only about $171,424 at 4% or $114,283 at 6%; with 50% employer match about $114,283 at 4% or $76,188 at 6%; with 100% employer match about $85,712 at 4% or $57,141 at 6%. |
| SHELTON SERVICES, INC. PENSION PLAN & TRUST | - | 36 | $4,848,363 | $0 | - |
| SHELTON SERVICES 401(K) PLAN | - | 43 | $300,589 | $294,849 | $6,857iApproximate average salary by contribution assumption: employee only about $171,424 at 4% or $114,283 at 6%; with 50% employer match about $114,283 at 4% or $76,188 at 6%; with 100% employer match about $85,712 at 4% or $57,141 at 6%. |
| 2018 | 1 | 33 | $5,891,299 | $62,759 | $1,902iApproximate average salary by contribution assumption: employee only about $47,545 at 4% or $31,696 at 6%; with 50% employer match about $31,696 at 4% or $21,131 at 6%; with 100% employer match about $23,772 at 4% or $15,848 at 6%. |
| SHELTON SERVICES, INC. PENSION PLAN & TRUST | - | 33 | $5,891,299 | $62,759 | $1,902iApproximate average salary by contribution assumption: employee only about $47,545 at 4% or $31,696 at 6%; with 50% employer match about $31,696 at 4% or $21,131 at 6%; with 100% employer match about $23,772 at 4% or $15,848 at 6%. |
| 2017 | 2 | 28 | $11,358,891 | $0 | - |
| SHELTON SERVICES LP PENSION PLAN & TRUST | - | 28 | $5,828,540 | - | - |
| SHELTON SAERVICES LP PENSION PLAN & TRUST | - | 28 | $5,530,351 | - | - |
| 2016 | 1 | 22 | $5,569,780 | $758,265 | $34,467iApproximate average salary by contribution assumption: employee only about $861,665 at 4% or $574,443 at 6%; with 50% employer match about $574,443 at 4% or $382,962 at 6%; with 100% employer match about $430,832 at 4% or $287,222 at 6%. |
| SHELTON SAERVICES LP PENSION PLAN & TRUST | - | 22 | $5,569,780 | $758,265 | $34,467iApproximate average salary by contribution assumption: employee only about $861,665 at 4% or $574,443 at 6%; with 50% employer match about $574,443 at 4% or $382,962 at 6%; with 100% employer match about $430,832 at 4% or $287,222 at 6%. |
| 2015 | 1 | 17 | $4,811,515 | $0 | - |
| SHELTON SERVICES, LP PENSION PLAN & TRUST | - | 17 | $4,811,515 | $0 | - |
| 2014 | 1 | 15 | $4,674,444 | $0 | - |
| SHELTON SERVICES, LP PENSION PLAN & TRUST | - | 15 | $4,674,444 | $0 | - |
| 2013 | 1 | 8 | $4,422,856 | $0 | - |
| SHELTON SERVICES, LP PENSION PLAN & TRUST | - | 8 | $4,422,856 | - | - |
| 2012 | 1 | 7 | $3,111,026 | $212,000 | $30,286iApproximate average salary by contribution assumption: employee only about $757,143 at 4% or $504,762 at 6%; with 50% employer match about $504,762 at 4% or $336,508 at 6%; with 100% employer match about $378,571 at 4% or $252,381 at 6%. |
| SHELTON SERVICES, LP PENSION PLAN & TRUST | - | 7 | $3,111,026 | $212,000 | $30,286iApproximate average salary by contribution assumption: employee only about $757,143 at 4% or $504,762 at 6%; with 50% employer match about $504,762 at 4% or $336,508 at 6%; with 100% employer match about $378,571 at 4% or $252,381 at 6%. |
| 2011 | 1 | 16 | $634,162 | $2,060,843 | $128,803iApproximate average salary by contribution assumption: employee only about $3,220,067 at 4% or $2,146,711 at 6%; with 50% employer match about $2,146,711 at 4% or $1,431,141 at 6%; with 100% employer match about $1,610,034 at 4% or $1,073,356 at 6%. |
| SHELTON SERVICES, LP PENSION PLAN & TRUST | - | 16 | $634,162 | $2,060,843 | $128,803iApproximate average salary by contribution assumption: employee only about $3,220,067 at 4% or $2,146,711 at 6%; with 50% employer match about $2,146,711 at 4% or $1,431,141 at 6%; with 100% employer match about $1,610,034 at 4% or $1,073,356 at 6%. |
| 2010 | 1 | 12 | $3,397,716 | $3,397,716 | $283,143iApproximate average salary by contribution assumption: employee only about $7,078,575 at 4% or $4,719,050 at 6%; with 50% employer match about $4,719,050 at 4% or $3,146,033 at 6%; with 100% employer match about $3,539,288 at 4% or $2,359,525 at 6%. |
| SHELTON SERVICES, LP PENSION PLAN & TRUST | - | 12 | $3,397,716 | $3,397,716 | $283,143iApproximate average salary by contribution assumption: employee only about $7,078,575 at 4% or $4,719,050 at 6%; with 50% employer match about $4,719,050 at 4% or $3,146,033 at 6%; with 100% employer match about $3,539,288 at 4% or $2,359,525 at 6%. |