Civic Intelligence

Mills-Shellhammer & Associates Inc.

Plan context: Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust

EIN 42-1334184 • Sioux City, IA • 26 filings • 4 plans

117 Pierce Street, Suite 200Sioux City, IA 51101
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,477,629

2024 Contributions

$208,832

Historical Graphs

Total Assets Over Time

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

$6,026,525$3,013,263$0199920132024YearValue
$4,477,629Latest year 2024

Participants Over Time

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

19100199920122024YearValue
12Latest 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
2024112$4,477,629$208,832$17,403iApproximate average salary by contribution assumption: employee only about $435,067 at 4% or $290,044 at 6%; with 50% employer match about $290,044 at 4% or $193,363 at 6%; with 100% employer match about $217,533 at 4% or $145,022 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-12$4,477,629$208,832$17,403iApproximate average salary by contribution assumption: employee only about $435,067 at 4% or $290,044 at 6%; with 50% employer match about $290,044 at 4% or $193,363 at 6%; with 100% employer match about $217,533 at 4% or $145,022 at 6%.
2023114$4,672,707$199,753$14,268iApproximate average salary by contribution assumption: employee only about $356,702 at 4% or $237,801 at 6%; with 50% employer match about $237,801 at 4% or $158,534 at 6%; with 100% employer match about $178,351 at 4% or $118,901 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-14$4,672,707$199,753$14,268iApproximate average salary by contribution assumption: employee only about $356,702 at 4% or $237,801 at 6%; with 50% employer match about $237,801 at 4% or $158,534 at 6%; with 100% employer match about $178,351 at 4% or $118,901 at 6%.
2022117$4,602,959$183,291$10,782iApproximate average salary by contribution assumption: employee only about $269,546 at 4% or $179,697 at 6%; with 50% employer match about $179,697 at 4% or $119,798 at 6%; with 100% employer match about $134,773 at 4% or $89,849 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-17$4,602,959$183,291$10,782iApproximate average salary by contribution assumption: employee only about $269,546 at 4% or $179,697 at 6%; with 50% employer match about $179,697 at 4% or $119,798 at 6%; with 100% employer match about $134,773 at 4% or $89,849 at 6%.
2021117$6,026,525$165,294$9,723iApproximate average salary by contribution assumption: employee only about $243,079 at 4% or $162,053 at 6%; with 50% employer match about $162,053 at 4% or $108,035 at 6%; with 100% employer match about $121,540 at 4% or $81,026 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-17$6,026,525$165,294$9,723iApproximate average salary by contribution assumption: employee only about $243,079 at 4% or $162,053 at 6%; with 50% employer match about $162,053 at 4% or $108,035 at 6%; with 100% employer match about $121,540 at 4% or $81,026 at 6%.
2020117$5,306,880$168,299$9,900iApproximate average salary by contribution assumption: employee only about $247,499 at 4% or $164,999 at 6%; with 50% employer match about $164,999 at 4% or $109,999 at 6%; with 100% employer match about $123,749 at 4% or $82,500 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-17$5,306,880$168,299$9,900iApproximate average salary by contribution assumption: employee only about $247,499 at 4% or $164,999 at 6%; with 50% employer match about $164,999 at 4% or $109,999 at 6%; with 100% employer match about $123,749 at 4% or $82,500 at 6%.
2019118$4,737,060$172,665$9,593iApproximate average salary by contribution assumption: employee only about $239,813 at 4% or $159,875 at 6%; with 50% employer match about $159,875 at 4% or $106,583 at 6%; with 100% employer match about $119,906 at 4% or $79,938 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-18$4,737,060$172,665$9,593iApproximate average salary by contribution assumption: employee only about $239,813 at 4% or $159,875 at 6%; with 50% employer match about $159,875 at 4% or $106,583 at 6%; with 100% employer match about $119,906 at 4% or $79,938 at 6%.
2018118$3,959,021$160,909$8,939iApproximate average salary by contribution assumption: employee only about $223,485 at 4% or $148,990 at 6%; with 50% employer match about $148,990 at 4% or $99,327 at 6%; with 100% employer match about $111,742 at 4% or $74,495 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-18$3,959,021$160,909$8,939iApproximate average salary by contribution assumption: employee only about $223,485 at 4% or $148,990 at 6%; with 50% employer match about $148,990 at 4% or $99,327 at 6%; with 100% employer match about $111,742 at 4% or $74,495 at 6%.
2017119$4,061,416$152,230$8,012iApproximate average salary by contribution assumption: employee only about $200,303 at 4% or $133,535 at 6%; with 50% employer match about $133,535 at 4% or $89,023 at 6%; with 100% employer match about $100,151 at 4% or $66,768 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-19$4,061,416$152,230$8,012iApproximate average salary by contribution assumption: employee only about $200,303 at 4% or $133,535 at 6%; with 50% employer match about $133,535 at 4% or $89,023 at 6%; with 100% employer match about $100,151 at 4% or $66,768 at 6%.
2016117$3,489,754$142,133$8,361iApproximate average salary by contribution assumption: employee only about $209,019 at 4% or $139,346 at 6%; with 50% employer match about $139,346 at 4% or $92,897 at 6%; with 100% employer match about $104,510 at 4% or $69,673 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-17$3,489,754$142,133$8,361iApproximate average salary by contribution assumption: employee only about $209,019 at 4% or $139,346 at 6%; with 50% employer match about $139,346 at 4% or $92,897 at 6%; with 100% employer match about $104,510 at 4% or $69,673 at 6%.
2015118$3,136,994$137,536$7,641iApproximate average salary by contribution assumption: employee only about $191,022 at 4% or $127,348 at 6%; with 50% employer match about $127,348 at 4% or $84,899 at 6%; with 100% employer match about $95,511 at 4% or $63,674 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-18$3,136,994$137,536$7,641iApproximate average salary by contribution assumption: employee only about $191,022 at 4% or $127,348 at 6%; with 50% employer match about $127,348 at 4% or $84,899 at 6%; with 100% employer match about $95,511 at 4% or $63,674 at 6%.
2014116$3,176,862$126,408$7,901iApproximate average salary by contribution assumption: employee only about $197,513 at 4% or $131,675 at 6%; with 50% employer match about $131,675 at 4% or $87,783 at 6%; with 100% employer match about $98,756 at 4% or $65,838 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-16$3,176,862$126,408$7,901iApproximate average salary by contribution assumption: employee only about $197,513 at 4% or $131,675 at 6%; with 50% employer match about $131,675 at 4% or $87,783 at 6%; with 100% employer match about $98,756 at 4% or $65,838 at 6%.
2013116$3,219,893$141,529$8,846iApproximate average salary by contribution assumption: employee only about $221,139 at 4% or $147,426 at 6%; with 50% employer match about $147,426 at 4% or $98,284 at 6%; with 100% employer match about $110,570 at 4% or $73,713 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-16$3,219,893$141,529$8,846iApproximate average salary by contribution assumption: employee only about $221,139 at 4% or $147,426 at 6%; with 50% employer match about $147,426 at 4% or $98,284 at 6%; with 100% employer match about $110,570 at 4% or $73,713 at 6%.
2012116$2,939,360$195,358$12,210iApproximate average salary by contribution assumption: employee only about $305,247 at 4% or $203,498 at 6%; with 50% employer match about $203,498 at 4% or $135,665 at 6%; with 100% employer match about $152,623 at 4% or $101,749 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-16$2,939,360$195,358$12,210iApproximate average salary by contribution assumption: employee only about $305,247 at 4% or $203,498 at 6%; with 50% employer match about $203,498 at 4% or $135,665 at 6%; with 100% employer match about $152,623 at 4% or $101,749 at 6%.
2011116$2,689,311$146,284$9,143iApproximate average salary by contribution assumption: employee only about $228,569 at 4% or $152,379 at 6%; with 50% employer match about $152,379 at 4% or $101,586 at 6%; with 100% employer match about $114,284 at 4% or $76,190 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-16$2,689,311$146,284$9,143iApproximate average salary by contribution assumption: employee only about $228,569 at 4% or $152,379 at 6%; with 50% employer match about $152,379 at 4% or $101,586 at 6%; with 100% employer match about $114,284 at 4% or $76,190 at 6%.
2010114$2,551,364$143,190$10,228iApproximate average salary by contribution assumption: employee only about $255,696 at 4% or $170,464 at 6%; with 50% employer match about $170,464 at 4% or $113,643 at 6%; with 100% employer match about $127,848 at 4% or $85,232 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-14$2,551,364$143,190$10,228iApproximate average salary by contribution assumption: employee only about $255,696 at 4% or $170,464 at 6%; with 50% employer match about $170,464 at 4% or $113,643 at 6%; with 100% employer match about $127,848 at 4% or $85,232 at 6%.
2009114$2,172,989$131,237$9,374iApproximate average salary by contribution assumption: employee only about $234,352 at 4% or $156,235 at 6%; with 50% employer match about $156,235 at 4% or $104,156 at 6%; with 100% employer match about $117,176 at 4% or $78,117 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-14$2,172,989$131,237$9,374iApproximate average salary by contribution assumption: employee only about $234,352 at 4% or $156,235 at 6%; with 50% employer match about $156,235 at 4% or $104,156 at 6%; with 100% employer match about $117,176 at 4% or $78,117 at 6%.
2008115$0$0-
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-15---
2007115$0$0-
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-15---
2006117$2,239,417$99,264$5,839iApproximate average salary by contribution assumption: employee only about $145,976 at 4% or $97,318 at 6%; with 50% employer match about $97,318 at 4% or $64,878 at 6%; with 100% employer match about $72,988 at 4% or $48,659 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-17$2,239,417$99,264$5,839iApproximate average salary by contribution assumption: employee only about $145,976 at 4% or $97,318 at 6%; with 50% employer match about $97,318 at 4% or $64,878 at 6%; with 100% employer match about $72,988 at 4% or $48,659 at 6%.
2005116$1,853,817$99,056$6,191iApproximate average salary by contribution assumption: employee only about $154,775 at 4% or $103,183 at 6%; with 50% employer match about $103,183 at 4% or $68,789 at 6%; with 100% employer match about $77,388 at 4% or $51,592 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-16$1,853,817$99,056$6,191iApproximate average salary by contribution assumption: employee only about $154,775 at 4% or $103,183 at 6%; with 50% employer match about $103,183 at 4% or $68,789 at 6%; with 100% employer match about $77,388 at 4% or $51,592 at 6%.
2004118$1,686,224$88,763$4,931iApproximate average salary by contribution assumption: employee only about $123,282 at 4% or $82,188 at 6%; with 50% employer match about $82,188 at 4% or $54,792 at 6%; with 100% employer match about $61,641 at 4% or $41,094 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-18$1,686,224$88,763$4,931iApproximate average salary by contribution assumption: employee only about $123,282 at 4% or $82,188 at 6%; with 50% employer match about $82,188 at 4% or $54,792 at 6%; with 100% employer match about $61,641 at 4% or $41,094 at 6%.
2003113$1,375,464$79,451$6,112iApproximate average salary by contribution assumption: employee only about $152,790 at 4% or $101,860 at 6%; with 50% employer match about $101,860 at 4% or $67,907 at 6%; with 100% employer match about $76,395 at 4% or $50,930 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-13$1,375,464$79,451$6,112iApproximate average salary by contribution assumption: employee only about $152,790 at 4% or $101,860 at 6%; with 50% employer match about $101,860 at 4% or $67,907 at 6%; with 100% employer match about $76,395 at 4% or $50,930 at 6%.
2002111$987,851$59,772$5,434iApproximate average salary by contribution assumption: employee only about $135,845 at 4% or $90,564 at 6%; with 50% employer match about $90,564 at 4% or $60,376 at 6%; with 100% employer match about $67,923 at 4% or $45,282 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-11$987,851$59,772$5,434iApproximate average salary by contribution assumption: employee only about $135,845 at 4% or $90,564 at 6%; with 50% employer match about $90,564 at 4% or $60,376 at 6%; with 100% employer match about $67,923 at 4% or $45,282 at 6%.
2001110$1,119,939$58,796$5,880iApproximate average salary by contribution assumption: employee only about $146,990 at 4% or $97,993 at 6%; with 50% employer match about $97,993 at 4% or $65,329 at 6%; with 100% employer match about $73,495 at 4% or $48,997 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-10$1,119,939$58,796$5,880iApproximate average salary by contribution assumption: employee only about $146,990 at 4% or $97,993 at 6%; with 50% employer match about $97,993 at 4% or $65,329 at 6%; with 100% employer match about $73,495 at 4% or $48,997 at 6%.
2000110$1,044,107$40,732$4,073iApproximate average salary by contribution assumption: employee only about $101,830 at 4% or $67,887 at 6%; with 50% employer match about $67,887 at 4% or $45,258 at 6%; with 100% employer match about $50,915 at 4% or $33,943 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-10$1,044,107$40,732$4,073iApproximate average salary by contribution assumption: employee only about $101,830 at 4% or $67,887 at 6%; with 50% employer match about $67,887 at 4% or $45,258 at 6%; with 100% employer match about $50,915 at 4% or $33,943 at 6%.
199919$951,218$37,563$4,174iApproximate average salary by contribution assumption: employee only about $104,342 at 4% or $69,561 at 6%; with 50% employer match about $69,561 at 4% or $46,374 at 6%; with 100% employer match about $52,171 at 4% or $34,781 at 6%.
Mills-Shellhammer-Puetz & Associates Inc. 401(K) Plan and Trust-9$951,218$37,563$4,174iApproximate average salary by contribution assumption: employee only about $104,342 at 4% or $69,561 at 6%; with 50% employer match about $69,561 at 4% or $46,374 at 6%; with 100% employer match about $52,171 at 4% or $34,781 at 6%.