Shells Inc
Plan context: Shells Inc 401(K) Profit Sharing Plan & Trust
EIN 34-1130514 • Bourbon, IN • 27 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
27
2025 Assets
$428,742
2025 Contributions
$101,261
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 | 27 | $428,742 | $101,261 | $3,750iApproximate average salary by contribution assumption: employee only about $93,760 at 4% or $62,507 at 6%; with 50% employer match about $62,507 at 4% or $41,671 at 6%; with 100% employer match about $46,880 at 4% or $31,253 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 27 | $428,742 | $101,261 | $3,750iApproximate average salary by contribution assumption: employee only about $93,760 at 4% or $62,507 at 6%; with 50% employer match about $62,507 at 4% or $41,671 at 6%; with 100% employer match about $46,880 at 4% or $31,253 at 6%. |
| 2024 | 1 | 28 | $358,926 | $108,589 | $3,878iApproximate average salary by contribution assumption: employee only about $96,954 at 4% or $64,636 at 6%; with 50% employer match about $64,636 at 4% or $43,091 at 6%; with 100% employer match about $48,477 at 4% or $32,318 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 28 | $358,926 | $108,589 | $3,878iApproximate average salary by contribution assumption: employee only about $96,954 at 4% or $64,636 at 6%; with 50% employer match about $64,636 at 4% or $43,091 at 6%; with 100% employer match about $48,477 at 4% or $32,318 at 6%. |
| 2023 | 1 | 27 | $263,653 | $123,851 | $4,587iApproximate average salary by contribution assumption: employee only about $114,677 at 4% or $76,451 at 6%; with 50% employer match about $76,451 at 4% or $50,967 at 6%; with 100% employer match about $57,338 at 4% or $38,226 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 27 | $263,653 | $123,851 | $4,587iApproximate average salary by contribution assumption: employee only about $114,677 at 4% or $76,451 at 6%; with 50% employer match about $76,451 at 4% or $50,967 at 6%; with 100% employer match about $57,338 at 4% or $38,226 at 6%. |
| 2022 | 1 | 27 | $166,821 | $114,182 | $4,229iApproximate average salary by contribution assumption: employee only about $105,724 at 4% or $70,483 at 6%; with 50% employer match about $70,483 at 4% or $46,988 at 6%; with 100% employer match about $52,862 at 4% or $35,241 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 27 | $166,821 | $114,182 | $4,229iApproximate average salary by contribution assumption: employee only about $105,724 at 4% or $70,483 at 6%; with 50% employer match about $70,483 at 4% or $46,988 at 6%; with 100% employer match about $52,862 at 4% or $35,241 at 6%. |
| 2021 | 1 | 24 | $61,875 | $60,388 | $2,516iApproximate average salary by contribution assumption: employee only about $62,904 at 4% or $41,936 at 6%; with 50% employer match about $41,936 at 4% or $27,957 at 6%; with 100% employer match about $31,452 at 4% or $20,968 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 24 | $61,875 | $60,388 | $2,516iApproximate average salary by contribution assumption: employee only about $62,904 at 4% or $41,936 at 6%; with 50% employer match about $41,936 at 4% or $27,957 at 6%; with 100% employer match about $31,452 at 4% or $20,968 at 6%. |
| 2020 | 1 | 0 | $0 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | - | - |
| 2019 | 1 | 6 | $4,939 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 6 | $4,939 | - | - |
| 2018 | 1 | 9 | $53,890 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $53,890 | - | - |
| 2017 | 1 | 9 | $59,464 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $59,464 | - | - |
| 2016 | 1 | 9 | $52,176 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $52,176 | - | - |
| 2015 | 1 | 9 | $46,015 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $46,015 | - | - |
| 2014 | 1 | 9 | $48,816 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $48,816 | - | - |
| 2013 | 1 | 9 | $47,276 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $47,276 | - | - |
| 2012 | 1 | 9 | $37,789 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $37,789 | - | - |
| 2011 | 1 | 9 | $32,802 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $32,802 | - | - |
| 2010 | 1 | 9 | $34,546 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 9 | $34,546 | - | - |
| 2009 | 1 | 1 | $35,200 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $35,200 | - | - |
| 2008 | 1 | 1 | $27,230 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $27,230 | - | - |
| 2007 | 1 | 1 | $0 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 1 | - | - | - |
| 2006 | 1 | 1 | $40,908 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $40,908 | - | - |
| 2005 | 1 | 1 | $40,306 | $329 | $329iApproximate average salary by contribution assumption: employee only about $8,225 at 4% or $5,483 at 6%; with 50% employer match about $5,483 at 4% or $3,656 at 6%; with 100% employer match about $4,113 at 4% or $2,742 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 1 | $40,306 | $329 | $329iApproximate average salary by contribution assumption: employee only about $8,225 at 4% or $5,483 at 6%; with 50% employer match about $5,483 at 4% or $3,656 at 6%; with 100% employer match about $4,113 at 4% or $2,742 at 6%. |
| 2004 | 1 | 28 | $142,752 | $16,211 | $579iApproximate average salary by contribution assumption: employee only about $14,474 at 4% or $9,649 at 6%; with 50% employer match about $9,649 at 4% or $6,433 at 6%; with 100% employer match about $7,237 at 4% or $4,825 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 28 | $142,752 | $16,211 | $579iApproximate average salary by contribution assumption: employee only about $14,474 at 4% or $9,649 at 6%; with 50% employer match about $9,649 at 4% or $6,433 at 6%; with 100% employer match about $7,237 at 4% or $4,825 at 6%. |
| 2003 | 1 | 50 | $117,204 | $21,475 | $430iApproximate average salary by contribution assumption: employee only about $10,738 at 4% or $7,158 at 6%; with 50% employer match about $7,158 at 4% or $4,772 at 6%; with 100% employer match about $5,369 at 4% or $3,579 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 50 | $117,204 | $21,475 | $430iApproximate average salary by contribution assumption: employee only about $10,738 at 4% or $7,158 at 6%; with 50% employer match about $7,158 at 4% or $4,772 at 6%; with 100% employer match about $5,369 at 4% or $3,579 at 6%. |
| 2002 | 1 | 52 | $85,366 | $26,770 | $515iApproximate average salary by contribution assumption: employee only about $12,870 at 4% or $8,580 at 6%; with 50% employer match about $8,580 at 4% or $5,720 at 6%; with 100% employer match about $6,435 at 4% or $4,290 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 52 | $85,366 | $26,770 | $515iApproximate average salary by contribution assumption: employee only about $12,870 at 4% or $8,580 at 6%; with 50% employer match about $8,580 at 4% or $5,720 at 6%; with 100% employer match about $6,435 at 4% or $4,290 at 6%. |
| 2001 | 1 | 47 | $84,597 | $20,225 | $430iApproximate average salary by contribution assumption: employee only about $10,758 at 4% or $7,172 at 6%; with 50% employer match about $7,172 at 4% or $4,781 at 6%; with 100% employer match about $5,379 at 4% or $3,586 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 47 | $84,597 | $20,225 | $430iApproximate average salary by contribution assumption: employee only about $10,758 at 4% or $7,172 at 6%; with 50% employer match about $7,172 at 4% or $4,781 at 6%; with 100% employer match about $5,379 at 4% or $3,586 at 6%. |
| 2000 | 1 | 51 | $105,748 | $33,425 | $655iApproximate average salary by contribution assumption: employee only about $16,385 at 4% or $10,923 at 6%; with 50% employer match about $10,923 at 4% or $7,282 at 6%; with 100% employer match about $8,192 at 4% or $5,462 at 6%. |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 51 | $105,748 | $33,425 | $655iApproximate average salary by contribution assumption: employee only about $16,385 at 4% or $10,923 at 6%; with 50% employer match about $10,923 at 4% or $7,282 at 6%; with 100% employer match about $8,192 at 4% or $5,462 at 6%. |
| 1999 | 1 | 0 | $0 | $0 | - |
| Shells Inc 401(K) Profit Sharing Plan & Trust | - | 0 | - | - | - |