Civic Intelligence

Shelton Holdings LLC

Plan context: Shelton Holdings LLC 401-K Plan

EIN 26-3685979 • 15 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

168

2024 Assets

$23,719,300

2024 Contributions

$1,348,460

Historical Graphs

Total Assets Over Time

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

$23,719,300$11,859,650$0201020172024YearValue
$23,719,300Latest year 2024

Participants Over Time

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

2051030201020172024YearValue
168Latest 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
20241168$23,719,300$1,348,460$8,027iApproximate average salary by contribution assumption: employee only about $200,664 at 4% or $133,776 at 6%; with 50% employer match about $133,776 at 4% or $89,184 at 6%; with 100% employer match about $100,332 at 4% or $66,888 at 6%.
Shelton Holdings LLC 401-K Plan-168$23,719,300$1,348,460$8,027iApproximate average salary by contribution assumption: employee only about $200,664 at 4% or $133,776 at 6%; with 50% employer match about $133,776 at 4% or $89,184 at 6%; with 100% employer match about $100,332 at 4% or $66,888 at 6%.
20231176$22,257,004$1,317,372$7,485iApproximate average salary by contribution assumption: employee only about $187,127 at 4% or $124,751 at 6%; with 50% employer match about $124,751 at 4% or $83,167 at 6%; with 100% employer match about $93,563 at 4% or $62,376 at 6%.
Shelton Holdings LLC 401-K Plan-176$22,257,004$1,317,372$7,485iApproximate average salary by contribution assumption: employee only about $187,127 at 4% or $124,751 at 6%; with 50% employer match about $124,751 at 4% or $83,167 at 6%; with 100% employer match about $93,563 at 4% or $62,376 at 6%.
20221188$18,990,345$1,243,681$6,615iApproximate average salary by contribution assumption: employee only about $165,383 at 4% or $110,255 at 6%; with 50% employer match about $110,255 at 4% or $73,504 at 6%; with 100% employer match about $82,692 at 4% or $55,128 at 6%.
Shelton Holdings LLC 401-K Plan-188$18,990,345$1,243,681$6,615iApproximate average salary by contribution assumption: employee only about $165,383 at 4% or $110,255 at 6%; with 50% employer match about $110,255 at 4% or $73,504 at 6%; with 100% employer match about $82,692 at 4% or $55,128 at 6%.
20211181$23,019,579$1,168,483$6,456iApproximate average salary by contribution assumption: employee only about $161,393 at 4% or $107,595 at 6%; with 50% employer match about $107,595 at 4% or $71,730 at 6%; with 100% employer match about $80,696 at 4% or $53,798 at 6%.
Shelton Holdings LLC 401-K Plan-181$23,019,579$1,168,483$6,456iApproximate average salary by contribution assumption: employee only about $161,393 at 4% or $107,595 at 6%; with 50% employer match about $107,595 at 4% or $71,730 at 6%; with 100% employer match about $80,696 at 4% or $53,798 at 6%.
20201190$20,211,772$1,358,327$7,149iApproximate average salary by contribution assumption: employee only about $178,727 at 4% or $119,151 at 6%; with 50% employer match about $119,151 at 4% or $79,434 at 6%; with 100% employer match about $89,364 at 4% or $59,576 at 6%.
Shelton Holdings LLC 401-K Plan-190$20,211,772$1,358,327$7,149iApproximate average salary by contribution assumption: employee only about $178,727 at 4% or $119,151 at 6%; with 50% employer match about $119,151 at 4% or $79,434 at 6%; with 100% employer match about $89,364 at 4% or $59,576 at 6%.
20191205$17,899,111$1,098,617$5,359iApproximate average salary by contribution assumption: employee only about $133,978 at 4% or $89,318 at 6%; with 50% employer match about $89,318 at 4% or $59,546 at 6%; with 100% employer match about $66,989 at 4% or $44,659 at 6%.
Shelton Holdings LLC 401-K Plan-205$17,899,111$1,098,617$5,359iApproximate average salary by contribution assumption: employee only about $133,978 at 4% or $89,318 at 6%; with 50% employer match about $89,318 at 4% or $59,546 at 6%; with 100% employer match about $66,989 at 4% or $44,659 at 6%.
20181203$14,647,351$2,285,409$11,258iApproximate average salary by contribution assumption: employee only about $281,454 at 4% or $187,636 at 6%; with 50% employer match about $187,636 at 4% or $125,091 at 6%; with 100% employer match about $140,727 at 4% or $93,818 at 6%.
Shelton Holdings LLC 401-K Plan-203$14,647,351$2,285,409$11,258iApproximate average salary by contribution assumption: employee only about $281,454 at 4% or $187,636 at 6%; with 50% employer match about $187,636 at 4% or $125,091 at 6%; with 100% employer match about $140,727 at 4% or $93,818 at 6%.
20171195$14,102,640$1,271,442$6,520iApproximate average salary by contribution assumption: employee only about $163,005 at 4% or $108,670 at 6%; with 50% employer match about $108,670 at 4% or $72,447 at 6%; with 100% employer match about $81,503 at 4% or $54,335 at 6%.
Shelton Holdings LLC 401-K Plan-195$14,102,640$1,271,442$6,520iApproximate average salary by contribution assumption: employee only about $163,005 at 4% or $108,670 at 6%; with 50% employer match about $108,670 at 4% or $72,447 at 6%; with 100% employer match about $81,503 at 4% or $54,335 at 6%.
20161182$12,119,130$954,224$5,243iApproximate average salary by contribution assumption: employee only about $131,075 at 4% or $87,383 at 6%; with 50% employer match about $87,383 at 4% or $58,255 at 6%; with 100% employer match about $65,537 at 4% or $43,692 at 6%.
Shelton Holdings LLC 401-K Plan-182$12,119,130$954,224$5,243iApproximate average salary by contribution assumption: employee only about $131,075 at 4% or $87,383 at 6%; with 50% employer match about $87,383 at 4% or $58,255 at 6%; with 100% employer match about $65,537 at 4% or $43,692 at 6%.
20151199$12,480,820$1,196,318$6,012iApproximate average salary by contribution assumption: employee only about $150,291 at 4% or $100,194 at 6%; with 50% employer match about $100,194 at 4% or $66,796 at 6%; with 100% employer match about $75,146 at 4% or $50,097 at 6%.
Shelton Holdings LLC 401-K Plan-199$12,480,820$1,196,318$6,012iApproximate average salary by contribution assumption: employee only about $150,291 at 4% or $100,194 at 6%; with 50% employer match about $100,194 at 4% or $66,796 at 6%; with 100% employer match about $75,146 at 4% or $50,097 at 6%.
20141183$12,304,432$1,060,709$5,796iApproximate average salary by contribution assumption: employee only about $144,906 at 4% or $96,604 at 6%; with 50% employer match about $96,604 at 4% or $64,402 at 6%; with 100% employer match about $72,453 at 4% or $48,302 at 6%.
Shelton Holdings LLC 401-K Plan-183$12,304,432$1,060,709$5,796iApproximate average salary by contribution assumption: employee only about $144,906 at 4% or $96,604 at 6%; with 50% employer match about $96,604 at 4% or $64,402 at 6%; with 100% employer match about $72,453 at 4% or $48,302 at 6%.
20131170$11,251,964$1,132,823$6,664iApproximate average salary by contribution assumption: employee only about $166,592 at 4% or $111,061 at 6%; with 50% employer match about $111,061 at 4% or $74,041 at 6%; with 100% employer match about $83,296 at 4% or $55,531 at 6%.
Shelton Holdings LLC 401-K Plan-170$11,251,964$1,132,823$6,664iApproximate average salary by contribution assumption: employee only about $166,592 at 4% or $111,061 at 6%; with 50% employer match about $111,061 at 4% or $74,041 at 6%; with 100% employer match about $83,296 at 4% or $55,531 at 6%.
20121160$9,772,830$1,161,815$7,261iApproximate average salary by contribution assumption: employee only about $181,534 at 4% or $121,022 at 6%; with 50% employer match about $121,022 at 4% or $80,682 at 6%; with 100% employer match about $90,767 at 4% or $60,511 at 6%.
Shelton Holdings LLC 401-K Plan-160$9,772,830$1,161,815$7,261iApproximate average salary by contribution assumption: employee only about $181,534 at 4% or $121,022 at 6%; with 50% employer match about $121,022 at 4% or $80,682 at 6%; with 100% employer match about $90,767 at 4% or $60,511 at 6%.
20111171$8,282,708$1,233,427$7,213iApproximate average salary by contribution assumption: employee only about $180,326 at 4% or $120,217 at 6%; with 50% employer match about $120,217 at 4% or $80,145 at 6%; with 100% employer match about $90,163 at 4% or $60,109 at 6%.
Shelton Holdings LLC 401-K Plan-171$8,282,708$1,233,427$7,213iApproximate average salary by contribution assumption: employee only about $180,326 at 4% or $120,217 at 6%; with 50% employer match about $120,217 at 4% or $80,145 at 6%; with 100% employer match about $90,163 at 4% or $60,109 at 6%.
20101161$7,648,745$1,011,390$6,282iApproximate average salary by contribution assumption: employee only about $157,048 at 4% or $104,699 at 6%; with 50% employer match about $104,699 at 4% or $69,799 at 6%; with 100% employer match about $78,524 at 4% or $52,349 at 6%.
Shelton Holdings LLC 401-K Plan-161$7,648,745$1,011,390$6,282iApproximate average salary by contribution assumption: employee only about $157,048 at 4% or $104,699 at 6%; with 50% employer match about $104,699 at 4% or $69,799 at 6%; with 100% employer match about $78,524 at 4% or $52,349 at 6%.