Civic Intelligence

Shively Bros. Inc.

Plan context: Shively Brothers Inc. Employee Stock Ownership Plan

EIN 38-1334301 • Flint, MI • 55 filings • 9 plans

2919 S Grand TraverseFlint, MI 48507-2260
Current Snapshot

Latest Year

2024

2024 Participants

472

2024 Assets

$41,276,566

2024 Contributions

$2,679,378

Historical Graphs

Total Assets Over Time

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

$59,039,179$29,519,590$0200120132024YearValue
$41,276,566Latest year 2024

Participants Over Time

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

4722360200020122024YearValue
472Latest 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
20243472$41,276,566$2,679,378$5,677iApproximate average salary by contribution assumption: employee only about $141,916 at 4% or $94,611 at 6%; with 50% employer match about $94,611 at 4% or $63,074 at 6%; with 100% employer match about $70,958 at 4% or $47,305 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-218$33,370,472$1,796,783$8,242iApproximate average salary by contribution assumption: employee only about $206,053 at 4% or $137,369 at 6%; with 50% employer match about $137,369 at 4% or $91,579 at 6%; with 100% employer match about $103,027 at 4% or $68,684 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-256$7,906,094$882,595$3,448iApproximate average salary by contribution assumption: employee only about $86,191 at 4% or $57,461 at 6%; with 50% employer match about $57,461 at 4% or $38,307 at 6%; with 100% employer match about $43,095 at 4% or $28,730 at 6%.
Shively Brothers Inc Cafeteria Plan-472---
20235427$59,039,179$4,103,774$9,611iApproximate average salary by contribution assumption: employee only about $240,268 at 4% or $160,179 at 6%; with 50% employer match about $160,179 at 4% or $106,786 at 6%; with 100% employer match about $120,134 at 4% or $80,089 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-198$26,361,635$1,694,534$8,558iApproximate average salary by contribution assumption: employee only about $213,956 at 4% or $142,638 at 6%; with 50% employer match about $142,638 at 4% or $95,092 at 6%; with 100% employer match about $106,978 at 4% or $71,319 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-198$26,361,635$1,694,534$8,558iApproximate average salary by contribution assumption: employee only about $213,956 at 4% or $142,638 at 6%; with 50% employer match about $142,638 at 4% or $95,092 at 6%; with 100% employer match about $106,978 at 4% or $71,319 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-230$6,315,909$714,706$3,107iApproximate average salary by contribution assumption: employee only about $77,685 at 4% or $51,790 at 6%; with 50% employer match about $51,790 at 4% or $34,527 at 6%; with 100% employer match about $38,843 at 4% or $25,895 at 6%.
HEALTH BENEFIT PLAN FOR SHIVELY BROTHERS, INC.-166---
Shively Brothers Inc Cafeteria Plan-427---
20223363$31,178,874$2,513,392$6,924iApproximate average salary by contribution assumption: employee only about $173,099 at 4% or $115,399 at 6%; with 50% employer match about $115,399 at 4% or $76,933 at 6%; with 100% employer match about $86,549 at 4% or $57,700 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-194$25,720,328$1,904,250$9,816iApproximate average salary by contribution assumption: employee only about $245,393 at 4% or $163,595 at 6%; with 50% employer match about $163,595 at 4% or $109,064 at 6%; with 100% employer match about $122,697 at 4% or $81,798 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-209$5,458,546$609,142$2,915iApproximate average salary by contribution assumption: employee only about $72,864 at 4% or $48,576 at 6%; with 50% employer match about $48,576 at 4% or $32,384 at 6%; with 100% employer match about $36,432 at 4% or $24,288 at 6%.
Shively Brothers Inc Cafeteria Plan-363---
20213213$56,724,050$4,034,786$18,943iApproximate average salary by contribution assumption: employee only about $473,566 at 4% or $315,711 at 6%; with 50% employer match about $315,711 at 4% or $210,474 at 6%; with 100% employer match about $236,783 at 4% or $157,855 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-186$25,412,608$1,735,033$9,328iApproximate average salary by contribution assumption: employee only about $233,203 at 4% or $155,469 at 6%; with 50% employer match about $155,469 at 4% or $103,646 at 6%; with 100% employer match about $116,602 at 4% or $77,734 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-186$24,147,523$1,735,033$9,328iApproximate average salary by contribution assumption: employee only about $233,203 at 4% or $155,469 at 6%; with 50% employer match about $155,469 at 4% or $103,646 at 6%; with 100% employer match about $116,602 at 4% or $77,734 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-213$7,163,919$564,720$2,651iApproximate average salary by contribution assumption: employee only about $66,282 at 4% or $44,188 at 6%; with 50% employer match about $44,188 at 4% or $29,459 at 6%; with 100% employer match about $33,141 at 4% or $22,094 at 6%.
20202216$32,723,496$1,309,325$6,062iApproximate average salary by contribution assumption: employee only about $151,542 at 4% or $101,028 at 6%; with 50% employer match about $101,028 at 4% or $67,352 at 6%; with 100% employer match about $75,771 at 4% or $50,514 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-180$26,316,201$875,000$4,861iApproximate average salary by contribution assumption: employee only about $121,528 at 4% or $81,019 at 6%; with 50% employer match about $81,019 at 4% or $54,012 at 6%; with 100% employer match about $60,764 at 4% or $40,509 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-216$6,407,295$434,325$2,011iApproximate average salary by contribution assumption: employee only about $50,269 at 4% or $33,513 at 6%; with 50% employer match about $33,513 at 4% or $22,342 at 6%; with 100% employer match about $25,135 at 4% or $16,756 at 6%.
20192186$30,303,345$1,179,470$6,341iApproximate average salary by contribution assumption: employee only about $158,531 at 4% or $105,687 at 6%; with 50% employer match about $105,687 at 4% or $70,458 at 6%; with 100% employer match about $79,265 at 4% or $52,844 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-158$22,270,646$705,000$4,462iApproximate average salary by contribution assumption: employee only about $111,551 at 4% or $74,367 at 6%; with 50% employer match about $74,367 at 4% or $49,578 at 6%; with 100% employer match about $55,775 at 4% or $37,184 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-186$8,032,699$474,470$2,551iApproximate average salary by contribution assumption: employee only about $63,773 at 4% or $42,515 at 6%; with 50% employer match about $42,515 at 4% or $28,343 at 6%; with 100% employer match about $31,886 at 4% or $21,258 at 6%.
20182176$26,693,427$1,105,314$6,280iApproximate average salary by contribution assumption: employee only about $157,005 at 4% or $104,670 at 6%; with 50% employer match about $104,670 at 4% or $69,780 at 6%; with 100% employer match about $78,502 at 4% or $52,335 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-160$20,352,204$605,000$3,781iApproximate average salary by contribution assumption: employee only about $94,531 at 4% or $63,021 at 6%; with 50% employer match about $63,021 at 4% or $42,014 at 6%; with 100% employer match about $47,266 at 4% or $31,510 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-176$6,341,223$500,314$2,843iApproximate average salary by contribution assumption: employee only about $71,067 at 4% or $47,378 at 6%; with 50% employer match about $47,378 at 4% or $31,585 at 6%; with 100% employer match about $35,534 at 4% or $23,689 at 6%.
20172188$24,786,476$1,049,485$5,582iApproximate average salary by contribution assumption: employee only about $139,559 at 4% or $93,039 at 6%; with 50% employer match about $93,039 at 4% or $62,026 at 6%; with 100% employer match about $69,780 at 4% or $46,520 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-162$17,808,871$605,000$3,735iApproximate average salary by contribution assumption: employee only about $93,364 at 4% or $62,243 at 6%; with 50% employer match about $62,243 at 4% or $41,495 at 6%; with 100% employer match about $46,682 at 4% or $31,121 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-188$6,977,605$444,485$2,364iApproximate average salary by contribution assumption: employee only about $59,107 at 4% or $39,405 at 6%; with 50% employer match about $39,405 at 4% or $26,270 at 6%; with 100% employer match about $29,554 at 4% or $19,702 at 6%.
20162160$21,170,550$1,041,118$6,507iApproximate average salary by contribution assumption: employee only about $162,675 at 4% or $108,450 at 6%; with 50% employer match about $108,450 at 4% or $72,300 at 6%; with 100% employer match about $81,337 at 4% or $54,225 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-136$15,458,050$605,000$4,449iApproximate average salary by contribution assumption: employee only about $111,213 at 4% or $74,142 at 6%; with 50% employer match about $74,142 at 4% or $49,428 at 6%; with 100% employer match about $55,607 at 4% or $37,071 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-160$5,712,500$436,118$2,726iApproximate average salary by contribution assumption: employee only about $68,143 at 4% or $45,429 at 6%; with 50% employer match about $45,429 at 4% or $30,286 at 6%; with 100% employer match about $34,072 at 4% or $22,714 at 6%.
20152151$18,051,001$878,426$5,817iApproximate average salary by contribution assumption: employee only about $145,435 at 4% or $96,957 at 6%; with 50% employer match about $96,957 at 4% or $64,638 at 6%; with 100% employer match about $72,717 at 4% or $48,478 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-133$13,074,886$480,000$3,609iApproximate average salary by contribution assumption: employee only about $90,226 at 4% or $60,150 at 6%; with 50% employer match about $60,150 at 4% or $40,100 at 6%; with 100% employer match about $45,113 at 4% or $30,075 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-151$4,976,115$398,426$2,639iApproximate average salary by contribution assumption: employee only about $65,965 at 4% or $43,976 at 6%; with 50% employer match about $43,976 at 4% or $29,318 at 6%; with 100% employer match about $32,982 at 4% or $21,988 at 6%.
20142146$18,164,983$878,959$6,020iApproximate average salary by contribution assumption: employee only about $150,507 at 4% or $100,338 at 6%; with 50% employer match about $100,338 at 4% or $66,892 at 6%; with 100% employer match about $75,253 at 4% or $50,169 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-130$13,521,555$527,500$4,058iApproximate average salary by contribution assumption: employee only about $101,442 at 4% or $67,628 at 6%; with 50% employer match about $67,628 at 4% or $45,085 at 6%; with 100% employer match about $50,721 at 4% or $33,814 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-146$4,643,428$351,459$2,407iApproximate average salary by contribution assumption: employee only about $60,181 at 4% or $40,121 at 6%; with 50% employer match about $40,121 at 4% or $26,747 at 6%; with 100% employer match about $30,091 at 4% or $20,060 at 6%.
20132144$17,535,435$1,108,547$7,698iApproximate average salary by contribution assumption: employee only about $192,456 at 4% or $128,304 at 6%; with 50% employer match about $128,304 at 4% or $85,536 at 6%; with 100% employer match about $96,228 at 4% or $64,152 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-118$12,972,173$750,000$6,356iApproximate average salary by contribution assumption: employee only about $158,898 at 4% or $105,932 at 6%; with 50% employer match about $105,932 at 4% or $70,621 at 6%; with 100% employer match about $79,449 at 4% or $52,966 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-144$4,563,262$358,547$2,490iApproximate average salary by contribution assumption: employee only about $62,248 at 4% or $41,498 at 6%; with 50% employer match about $41,498 at 4% or $27,666 at 6%; with 100% employer match about $31,124 at 4% or $20,749 at 6%.
20122108$15,733,765$829,133$7,677iApproximate average salary by contribution assumption: employee only about $191,929 at 4% or $127,953 at 6%; with 50% employer match about $127,953 at 4% or $85,302 at 6%; with 100% employer match about $95,964 at 4% or $63,976 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-108$11,742,722$420,000$3,889iApproximate average salary by contribution assumption: employee only about $97,222 at 4% or $64,815 at 6%; with 50% employer match about $64,815 at 4% or $43,210 at 6%; with 100% employer match about $48,611 at 4% or $32,407 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-92$3,991,043$409,133$4,447iApproximate average salary by contribution assumption: employee only about $111,177 at 4% or $74,118 at 6%; with 50% employer match about $74,118 at 4% or $49,412 at 6%; with 100% employer match about $55,589 at 4% or $37,059 at 6%.
2011287$14,759,260$737,559$8,478iApproximate average salary by contribution assumption: employee only about $211,942 at 4% or $141,295 at 6%; with 50% employer match about $141,295 at 4% or $94,197 at 6%; with 100% employer match about $105,971 at 4% or $70,647 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-87$11,404,524$420,000$4,828iApproximate average salary by contribution assumption: employee only about $120,690 at 4% or $80,460 at 6%; with 50% employer match about $80,460 at 4% or $53,640 at 6%; with 100% employer match about $60,345 at 4% or $40,230 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-76$3,354,736$317,559$4,178iApproximate average salary by contribution assumption: employee only about $104,460 at 4% or $69,640 at 6%; with 50% employer match about $69,640 at 4% or $46,427 at 6%; with 100% employer match about $52,230 at 4% or $34,820 at 6%.
2010284$14,055,876$674,284$8,027iApproximate average salary by contribution assumption: employee only about $200,680 at 4% or $133,787 at 6%; with 50% employer match about $133,787 at 4% or $89,191 at 6%; with 100% employer match about $100,340 at 4% or $66,893 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-84$10,708,746$400,000$4,762iApproximate average salary by contribution assumption: employee only about $119,048 at 4% or $79,365 at 6%; with 50% employer match about $79,365 at 4% or $52,910 at 6%; with 100% employer match about $59,524 at 4% or $39,683 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-72$3,347,130$274,284$3,810iApproximate average salary by contribution assumption: employee only about $95,238 at 4% or $63,492 at 6%; with 50% employer match about $63,492 at 4% or $42,328 at 6%; with 100% employer match about $47,619 at 4% or $31,746 at 6%.
2009284$12,700,248$552,368$6,576iApproximate average salary by contribution assumption: employee only about $164,395 at 4% or $109,597 at 6%; with 50% employer match about $109,597 at 4% or $73,065 at 6%; with 100% employer match about $82,198 at 4% or $54,798 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-84$9,866,957$300,000$3,571iApproximate average salary by contribution assumption: employee only about $89,286 at 4% or $59,524 at 6%; with 50% employer match about $59,524 at 4% or $39,683 at 6%; with 100% employer match about $44,643 at 4% or $29,762 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-73$2,833,291$252,368$3,457iApproximate average salary by contribution assumption: employee only about $86,427 at 4% or $57,618 at 6%; with 50% employer match about $57,618 at 4% or $38,412 at 6%; with 100% employer match about $43,214 at 4% or $28,809 at 6%.
20082101$13,024,724$633,714$6,274iApproximate average salary by contribution assumption: employee only about $156,860 at 4% or $104,573 at 6%; with 50% employer match about $104,573 at 4% or $69,716 at 6%; with 100% employer match about $78,430 at 4% or $52,287 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-83$10,281,784$300,000$3,614iApproximate average salary by contribution assumption: employee only about $90,361 at 4% or $60,241 at 6%; with 50% employer match about $60,241 at 4% or $40,161 at 6%; with 100% employer match about $45,181 at 4% or $30,120 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-101$2,742,940$333,714$3,304iApproximate average salary by contribution assumption: employee only about $82,602 at 4% or $55,068 at 6%; with 50% employer match about $55,068 at 4% or $36,712 at 6%; with 100% employer match about $41,301 at 4% or $27,534 at 6%.
2007285$0$0-
Shively Bros. Inc. Profit Sharing Plan and Trust-85---
Shively Brothers Inc. Employee Stock Ownership Plan-73---
2006268$16,683,372$683,836$10,056iApproximate average salary by contribution assumption: employee only about $251,410 at 4% or $167,607 at 6%; with 50% employer match about $167,607 at 4% or $111,738 at 6%; with 100% employer match about $125,705 at 4% or $83,803 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-54$13,145,666$400,000$7,407iApproximate average salary by contribution assumption: employee only about $185,185 at 4% or $123,457 at 6%; with 50% employer match about $123,457 at 4% or $82,305 at 6%; with 100% employer match about $92,593 at 4% or $61,728 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-68$3,537,706$283,836$4,174iApproximate average salary by contribution assumption: employee only about $104,351 at 4% or $69,568 at 6%; with 50% employer match about $69,568 at 4% or $46,378 at 6%; with 100% employer match about $52,176 at 4% or $34,784 at 6%.
2005260$15,455,705$550,608$9,177iApproximate average salary by contribution assumption: employee only about $229,420 at 4% or $152,947 at 6%; with 50% employer match about $152,947 at 4% or $101,964 at 6%; with 100% employer match about $114,710 at 4% or $76,473 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-52$12,417,358$300,000$5,769iApproximate average salary by contribution assumption: employee only about $144,231 at 4% or $96,154 at 6%; with 50% employer match about $96,154 at 4% or $64,103 at 6%; with 100% employer match about $72,115 at 4% or $48,077 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-60$3,038,347$250,608$4,177iApproximate average salary by contribution assumption: employee only about $104,420 at 4% or $69,613 at 6%; with 50% employer match about $69,613 at 4% or $46,409 at 6%; with 100% employer match about $52,210 at 4% or $34,807 at 6%.
2004256$15,810,378$599,615$10,707iApproximate average salary by contribution assumption: employee only about $267,685 at 4% or $178,457 at 6%; with 50% employer match about $178,457 at 4% or $118,971 at 6%; with 100% employer match about $133,843 at 4% or $89,228 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-49$13,006,145$300,000$6,122iApproximate average salary by contribution assumption: employee only about $153,061 at 4% or $102,041 at 6%; with 50% employer match about $102,041 at 4% or $68,027 at 6%; with 100% employer match about $76,531 at 4% or $51,020 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-56$2,804,233$299,615$5,350iApproximate average salary by contribution assumption: employee only about $133,757 at 4% or $89,171 at 6%; with 50% employer match about $89,171 at 4% or $59,447 at 6%; with 100% employer match about $66,878 at 4% or $44,586 at 6%.
2003262$14,317,694$629,850$10,159iApproximate average salary by contribution assumption: employee only about $253,972 at 4% or $169,315 at 6%; with 50% employer match about $169,315 at 4% or $112,876 at 6%; with 100% employer match about $126,986 at 4% or $84,657 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-53$11,499,025$300,000$5,660iApproximate average salary by contribution assumption: employee only about $141,509 at 4% or $94,340 at 6%; with 50% employer match about $94,340 at 4% or $62,893 at 6%; with 100% employer match about $70,755 at 4% or $47,170 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-62$2,818,669$329,850$5,320iApproximate average salary by contribution assumption: employee only about $133,004 at 4% or $88,669 at 6%; with 50% employer match about $88,669 at 4% or $59,113 at 6%; with 100% employer match about $66,502 at 4% or $44,335 at 6%.
2002265$12,187,109$615,804$9,474iApproximate average salary by contribution assumption: employee only about $236,848 at 4% or $157,898 at 6%; with 50% employer match about $157,898 at 4% or $105,266 at 6%; with 100% employer match about $118,424 at 4% or $78,949 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-60$10,004,796$300,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-65$2,182,313$315,804$4,859iApproximate average salary by contribution assumption: employee only about $121,463 at 4% or $80,975 at 6%; with 50% employer match about $80,975 at 4% or $53,984 at 6%; with 100% employer match about $60,732 at 4% or $40,488 at 6%.
2001264$10,798,633$458,675$7,167iApproximate average salary by contribution assumption: employee only about $179,170 at 4% or $119,447 at 6%; with 50% employer match about $119,447 at 4% or $79,631 at 6%; with 100% employer match about $89,585 at 4% or $59,723 at 6%.
Shively Brothers Inc. Employee Stock Ownership Plan-64$8,434,260$220,000$3,438iApproximate average salary by contribution assumption: employee only about $85,938 at 4% or $57,292 at 6%; with 50% employer match about $57,292 at 4% or $38,194 at 6%; with 100% employer match about $42,969 at 4% or $28,646 at 6%.
Shively Bros. Inc. Profit Sharing Plan and Trust-60$2,364,373$238,675$3,978iApproximate average salary by contribution assumption: employee only about $99,448 at 4% or $66,299 at 6%; with 50% employer match about $66,299 at 4% or $44,199 at 6%; with 100% employer match about $49,724 at 4% or $33,149 at 6%.
2000158$0$0-
Shively Bros. Inc. Profit Sharing Plan and Trust-58---