Shambaugh & Son LP
Plan context: Shambaugh & Son, L.P. 401K Plan
EIN 35-0965412 • Fort Wayne, IN • 33 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
944
2024 Assets
$24,146,584
2024 Contributions
$2,467,251
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 944 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 944 | - | - | - |
| 2023 | 1 | 844 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 844 | - | - | - |
| 2022 | 1 | 836 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 836 | - | - | - |
| 2021 | 1 | 763 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 763 | - | - | - |
| 2020 | 1 | 684 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 684 | - | - | - |
| 2019 | 1 | 674 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 674 | - | - | - |
| 2018 | 1 | 659 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 659 | - | - | - |
| 2017 | 1 | 644 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 644 | - | - | - |
| 2016 | 1 | 618 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 618 | - | - | - |
| 2015 | 1 | 602 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 602 | - | - | - |
| 2014 | 1 | 541 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 541 | - | - | - |
| 2013 | 1 | 509 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 509 | - | - | - |
| 2012 | 1 | 456 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 456 | - | - | - |
| 2011 | 1 | 413 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 413 | - | - | - |
| 2010 | 1 | 381 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 381 | - | - | - |
| 2009 | 1 | 381 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 381 | - | - | - |
| 2008 | 1 | 364 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 364 | - | - | - |
| 2007 | 1 | 363 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 363 | - | - | - |
| 2006 | 1 | 347 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 347 | - | - | - |
| 2005 | 2 | 363 | $0 | $0 | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 363 | - | - | - |
| Shambaugh & Son, L.P. 401K Plan | - | 0 | - | - | - |
| 2004 | 2 | 374 | $24,146,584 | $0 | - |
| Shambaugh & Son, L.P. 401K Plan | - | 323 | $24,146,584 | - | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 374 | - | - | - |
| 2003 | 2 | 398 | $23,479,794 | $2,467,251 | $6,199iApproximate average salary by contribution assumption: employee only about $154,978 at 4% or $103,319 at 6%; with 50% employer match about $103,319 at 4% or $68,879 at 6%; with 100% employer match about $77,489 at 4% or $51,659 at 6%. |
| Shambaugh & Son, L.P. 401K Plan | - | 396 | $23,479,794 | $2,467,251 | $6,230iApproximate average salary by contribution assumption: employee only about $155,761 at 4% or $103,841 at 6%; with 50% employer match about $103,841 at 4% or $69,227 at 6%; with 100% employer match about $77,880 at 4% or $51,920 at 6%. |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 398 | - | - | - |
| 2002 | 2 | 392 | $18,481,262 | $2,303,154 | $5,875iApproximate average salary by contribution assumption: employee only about $146,885 at 4% or $97,923 at 6%; with 50% employer match about $97,923 at 4% or $65,282 at 6%; with 100% employer match about $73,442 at 4% or $48,962 at 6%. |
| Shambaugh & Son, L.P. 401K Plan | - | 385 | $18,481,262 | $2,303,154 | $5,982iApproximate average salary by contribution assumption: employee only about $149,555 at 4% or $99,704 at 6%; with 50% employer match about $99,704 at 4% or $66,469 at 6%; with 100% employer match about $74,778 at 4% or $49,852 at 6%. |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 392 | - | - | - |
| 2001 | 2 | 423 | $20,205,258 | $2,372,601 | $5,609iApproximate average salary by contribution assumption: employee only about $140,225 at 4% or $93,483 at 6%; with 50% employer match about $93,483 at 4% or $62,322 at 6%; with 100% employer match about $70,112 at 4% or $46,742 at 6%. |
| Shambaugh & Son, L.P. 401K Plan | - | 395 | $20,205,258 | $2,372,601 | $6,007iApproximate average salary by contribution assumption: employee only about $150,165 at 4% or $100,110 at 6%; with 50% employer match about $100,110 at 4% or $66,740 at 6%; with 100% employer match about $75,082 at 4% or $50,055 at 6%. |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 423 | - | - | - |
| 2000 | 2 | 435 | $21,851,611 | $2,143,926 | $4,929iApproximate average salary by contribution assumption: employee only about $123,214 at 4% or $82,143 at 6%; with 50% employer match about $82,143 at 4% or $54,762 at 6%; with 100% employer match about $61,607 at 4% or $41,071 at 6%. |
| Shambaugh & Son, L.P. 401K Plan | - | 415 | $21,851,611 | $2,143,926 | $5,166iApproximate average salary by contribution assumption: employee only about $129,152 at 4% or $86,101 at 6%; with 50% employer match about $86,101 at 4% or $57,401 at 6%; with 100% employer match about $64,576 at 4% or $43,051 at 6%. |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 435 | - | - | - |
| 1999 | 2 | 301 | $0 | $0 | - |
| Shambaugh & Son, L.P. 401K Plan | - | 301 | - | - | - |
| Shambaugh & Son L.P. Group Life Ad&D and Medical Plan | - | 0 | - | - | - |