Civic Intelligence

Shultz & Associates Ltd

Plan context: Shultz & Associates Ltd 401(K) Plan

EIN 45-0453976 • Fargo, ND • 27 filings • 5 plans

612 1/2 Main Ave.Fargo, ND 58103-1912
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$2,199,066

2025 Contributions

$113,682

Historical Graphs

Total Assets Over Time

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

$2,199,066$1,099,533$0200320152025YearValue
$2,199,066Latest year 2025

Participants Over Time

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

1790200320142025YearValue
8Latest year 2025

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
202518$2,199,066$113,682$14,210iApproximate average salary by contribution assumption: employee only about $355,256 at 4% or $236,838 at 6%; with 50% employer match about $236,838 at 4% or $157,892 at 6%; with 100% employer match about $177,628 at 4% or $118,419 at 6%.
Shultz & Associates Ltd 401(K) Plan-8$2,199,066$113,682$14,210iApproximate average salary by contribution assumption: employee only about $355,256 at 4% or $236,838 at 6%; with 50% employer match about $236,838 at 4% or $157,892 at 6%; with 100% employer match about $177,628 at 4% or $118,419 at 6%.
202418$1,824,553$120,498$15,062iApproximate average salary by contribution assumption: employee only about $376,556 at 4% or $251,038 at 6%; with 50% employer match about $251,038 at 4% or $167,358 at 6%; with 100% employer match about $188,278 at 4% or $125,519 at 6%.
Shultz & Associates Ltd 401(K) Plan-8$1,824,553$120,498$15,062iApproximate average salary by contribution assumption: employee only about $376,556 at 4% or $251,038 at 6%; with 50% employer match about $251,038 at 4% or $167,358 at 6%; with 100% employer match about $188,278 at 4% or $125,519 at 6%.
202317$1,471,194$84,531$12,076iApproximate average salary by contribution assumption: employee only about $301,896 at 4% or $201,264 at 6%; with 50% employer match about $201,264 at 4% or $134,176 at 6%; with 100% employer match about $150,948 at 4% or $100,632 at 6%.
Shultz & Associates Ltd 401(K) Plan-7$1,471,194$84,531$12,076iApproximate average salary by contribution assumption: employee only about $301,896 at 4% or $201,264 at 6%; with 50% employer match about $201,264 at 4% or $134,176 at 6%; with 100% employer match about $150,948 at 4% or $100,632 at 6%.
202218$1,270,096$101,444$12,681iApproximate average salary by contribution assumption: employee only about $317,013 at 4% or $211,342 at 6%; with 50% employer match about $211,342 at 4% or $140,894 at 6%; with 100% employer match about $158,506 at 4% or $105,671 at 6%.
Shultz & Associates Ltd 401(K) Plan-8$1,270,096$101,444$12,681iApproximate average salary by contribution assumption: employee only about $317,013 at 4% or $211,342 at 6%; with 50% employer match about $211,342 at 4% or $140,894 at 6%; with 100% employer match about $158,506 at 4% or $105,671 at 6%.
2021110$1,450,105$92,643$9,264iApproximate average salary by contribution assumption: employee only about $231,607 at 4% or $154,405 at 6%; with 50% employer match about $154,405 at 4% or $102,937 at 6%; with 100% employer match about $115,804 at 4% or $77,203 at 6%.
Shultz & Associates Ltd 401(K) Plan-10$1,450,105$92,643$9,264iApproximate average salary by contribution assumption: employee only about $231,607 at 4% or $154,405 at 6%; with 50% employer match about $154,405 at 4% or $102,937 at 6%; with 100% employer match about $115,804 at 4% or $77,203 at 6%.
202019$1,207,236$78,134$8,682iApproximate average salary by contribution assumption: employee only about $217,039 at 4% or $144,693 at 6%; with 50% employer match about $144,693 at 4% or $96,462 at 6%; with 100% employer match about $108,519 at 4% or $72,346 at 6%.
Shultz & Associates Ltd 401(K) Plan-9$1,207,236$78,134$8,682iApproximate average salary by contribution assumption: employee only about $217,039 at 4% or $144,693 at 6%; with 50% employer match about $144,693 at 4% or $96,462 at 6%; with 100% employer match about $108,519 at 4% or $72,346 at 6%.
201918$989,515$122,729$15,341iApproximate average salary by contribution assumption: employee only about $383,528 at 4% or $255,685 at 6%; with 50% employer match about $255,685 at 4% or $170,457 at 6%; with 100% employer match about $191,764 at 4% or $127,843 at 6%.
Shultz & Associates Ltd 401(K) Plan-8$989,515$122,729$15,341iApproximate average salary by contribution assumption: employee only about $383,528 at 4% or $255,685 at 6%; with 50% employer match about $255,685 at 4% or $170,457 at 6%; with 100% employer match about $191,764 at 4% or $127,843 at 6%.
201819$716,256$43,411$4,823iApproximate average salary by contribution assumption: employee only about $120,586 at 4% or $80,391 at 6%; with 50% employer match about $80,391 at 4% or $53,594 at 6%; with 100% employer match about $60,293 at 4% or $40,195 at 6%.
Shultz & Associates Ltd 401(K) Plan-9$716,256$43,411$4,823iApproximate average salary by contribution assumption: employee only about $120,586 at 4% or $80,391 at 6%; with 50% employer match about $80,391 at 4% or $53,594 at 6%; with 100% employer match about $60,293 at 4% or $40,195 at 6%.
201729$757,204$61,031$6,781iApproximate average salary by contribution assumption: employee only about $169,531 at 4% or $113,020 at 6%; with 50% employer match about $113,020 at 4% or $75,347 at 6%; with 100% employer match about $84,765 at 4% or $56,510 at 6%.
Shultz & Associates Ltd 401(K) Plan-9$757,204$61,031$6,781iApproximate average salary by contribution assumption: employee only about $169,531 at 4% or $113,020 at 6%; with 50% employer match about $113,020 at 4% or $75,347 at 6%; with 100% employer match about $84,765 at 4% or $56,510 at 6%.
Shultz & Associates Ltd. Cash Balance Plan-0$0--
2016217$910,990$203,640$11,979iApproximate average salary by contribution assumption: employee only about $299,471 at 4% or $199,647 at 6%; with 50% employer match about $199,647 at 4% or $133,098 at 6%; with 100% employer match about $149,735 at 4% or $99,824 at 6%.
Shultz & Associates Ltd 401(K) Plan-17$621,430$118,477$6,969iApproximate average salary by contribution assumption: employee only about $174,231 at 4% or $116,154 at 6%; with 50% employer match about $116,154 at 4% or $77,436 at 6%; with 100% employer match about $87,115 at 4% or $58,077 at 6%.
Shultz & Associates Ltd. Cash Balance Plan-5$289,560$85,163$17,033iApproximate average salary by contribution assumption: employee only about $425,815 at 4% or $283,877 at 6%; with 50% employer match about $283,877 at 4% or $189,251 at 6%; with 100% employer match about $212,907 at 4% or $141,938 at 6%.
2015214$746,741$190,871$13,634iApproximate average salary by contribution assumption: employee only about $340,841 at 4% or $227,227 at 6%; with 50% employer match about $227,227 at 4% or $151,485 at 6%; with 100% employer match about $170,421 at 4% or $113,614 at 6%.
Shultz & Associates Ltd 401(K) Plan-14$558,852$85,871$6,134iApproximate average salary by contribution assumption: employee only about $153,341 at 4% or $102,227 at 6%; with 50% employer match about $102,227 at 4% or $68,152 at 6%; with 100% employer match about $76,671 at 4% or $51,114 at 6%.
Shultz & Associates Ltd. Cash Balance Plan-4$187,889$105,000$26,250iApproximate average salary by contribution assumption: employee only about $656,250 at 4% or $437,500 at 6%; with 50% employer match about $437,500 at 4% or $291,667 at 6%; with 100% employer match about $328,125 at 4% or $218,750 at 6%.
2014215$571,143$143,472$9,565iApproximate average salary by contribution assumption: employee only about $239,120 at 4% or $159,413 at 6%; with 50% employer match about $159,413 at 4% or $106,276 at 6%; with 100% employer match about $119,560 at 4% or $79,707 at 6%.
Shultz & Associates Ltd 401(K) Plan-15$485,994$58,323$3,888iApproximate average salary by contribution assumption: employee only about $97,205 at 4% or $64,803 at 6%; with 50% employer match about $64,803 at 4% or $43,202 at 6%; with 100% employer match about $48,603 at 4% or $32,402 at 6%.
Shultz & Associates Ltd. Cash Balance Plan-4$85,149$85,149$21,287iApproximate average salary by contribution assumption: employee only about $532,181 at 4% or $354,788 at 6%; with 50% employer match about $354,788 at 4% or $236,525 at 6%; with 100% employer match about $266,091 at 4% or $177,394 at 6%.
2013111$393,974$51,445$4,677iApproximate average salary by contribution assumption: employee only about $116,920 at 4% or $77,947 at 6%; with 50% employer match about $77,947 at 4% or $51,965 at 6%; with 100% employer match about $58,460 at 4% or $38,973 at 6%.
Shultz & Associates Ltd 401(K) Plan-11$393,974$51,445$4,677iApproximate average salary by contribution assumption: employee only about $116,920 at 4% or $77,947 at 6%; with 50% employer match about $77,947 at 4% or $51,965 at 6%; with 100% employer match about $58,460 at 4% or $38,973 at 6%.
2012112$314,274$45,211$3,768iApproximate average salary by contribution assumption: employee only about $94,190 at 4% or $62,793 at 6%; with 50% employer match about $62,793 at 4% or $41,862 at 6%; with 100% employer match about $47,095 at 4% or $31,397 at 6%.
Shultz & Associates Ltd 401(K) Plan-12$314,274$45,211$3,768iApproximate average salary by contribution assumption: employee only about $94,190 at 4% or $62,793 at 6%; with 50% employer match about $62,793 at 4% or $41,862 at 6%; with 100% employer match about $47,095 at 4% or $31,397 at 6%.
201118$244,816$30,566$3,821iApproximate average salary by contribution assumption: employee only about $95,519 at 4% or $63,679 at 6%; with 50% employer match about $63,679 at 4% or $42,453 at 6%; with 100% employer match about $47,759 at 4% or $31,840 at 6%.
Shultz & Associates Ltd 401(K) Plan-8$244,816$30,566$3,821iApproximate average salary by contribution assumption: employee only about $95,519 at 4% or $63,679 at 6%; with 50% employer match about $63,679 at 4% or $42,453 at 6%; with 100% employer match about $47,759 at 4% or $31,840 at 6%.
201015$194,527$27,434$5,487iApproximate average salary by contribution assumption: employee only about $137,170 at 4% or $91,447 at 6%; with 50% employer match about $91,447 at 4% or $60,964 at 6%; with 100% employer match about $68,585 at 4% or $45,723 at 6%.
Shultz & Associates Ltd 401(K) Plan-5$194,527$27,434$5,487iApproximate average salary by contribution assumption: employee only about $137,170 at 4% or $91,447 at 6%; with 50% employer match about $91,447 at 4% or $60,964 at 6%; with 100% employer match about $68,585 at 4% or $45,723 at 6%.
200916$163,764$24,588$4,098iApproximate average salary by contribution assumption: employee only about $102,450 at 4% or $68,300 at 6%; with 50% employer match about $68,300 at 4% or $45,533 at 6%; with 100% employer match about $51,225 at 4% or $34,150 at 6%.
Shultz & Associates Ltd 401(K) Plan-6$163,764$24,588$4,098iApproximate average salary by contribution assumption: employee only about $102,450 at 4% or $68,300 at 6%; with 50% employer match about $68,300 at 4% or $45,533 at 6%; with 100% employer match about $51,225 at 4% or $34,150 at 6%.
2008110$280,672$19,998$2,000iApproximate average salary by contribution assumption: employee only about $49,995 at 4% or $33,330 at 6%; with 50% employer match about $33,330 at 4% or $22,220 at 6%; with 100% employer match about $24,998 at 4% or $16,665 at 6%.
Shultz & Associates Ltd 401(K) Plan-10$280,672$19,998$2,000iApproximate average salary by contribution assumption: employee only about $49,995 at 4% or $33,330 at 6%; with 50% employer match about $33,330 at 4% or $22,220 at 6%; with 100% employer match about $24,998 at 4% or $16,665 at 6%.
200715$0$0-
Shultz & Associates Ltd 401(K) Plan-5---
200617$342,734$57,762$8,252iApproximate average salary by contribution assumption: employee only about $206,293 at 4% or $137,529 at 6%; with 50% employer match about $137,529 at 4% or $91,686 at 6%; with 100% employer match about $103,146 at 4% or $68,764 at 6%.
Shultz & Associates Ltd 401(K) Plan-7$342,734$57,762$8,252iApproximate average salary by contribution assumption: employee only about $206,293 at 4% or $137,529 at 6%; with 50% employer match about $137,529 at 4% or $91,686 at 6%; with 100% employer match about $103,146 at 4% or $68,764 at 6%.
200515$248,087$52,131$10,426iApproximate average salary by contribution assumption: employee only about $260,655 at 4% or $173,770 at 6%; with 50% employer match about $173,770 at 4% or $115,847 at 6%; with 100% employer match about $130,328 at 4% or $86,885 at 6%.
Shultz & Associates Ltd 401(K) Plan-5$248,087$52,131$10,426iApproximate average salary by contribution assumption: employee only about $260,655 at 4% or $173,770 at 6%; with 50% employer match about $173,770 at 4% or $115,847 at 6%; with 100% employer match about $130,328 at 4% or $86,885 at 6%.
200415$186,155$82,213$16,443iApproximate average salary by contribution assumption: employee only about $411,065 at 4% or $274,043 at 6%; with 50% employer match about $274,043 at 4% or $182,696 at 6%; with 100% employer match about $205,532 at 4% or $137,022 at 6%.
Shultz & Associates Ltd 401(K) Plan-5$186,155$82,213$16,443iApproximate average salary by contribution assumption: employee only about $411,065 at 4% or $274,043 at 6%; with 50% employer match about $274,043 at 4% or $182,696 at 6%; with 100% employer match about $205,532 at 4% or $137,022 at 6%.
200318$90,089$76,475$9,559iApproximate average salary by contribution assumption: employee only about $238,984 at 4% or $159,323 at 6%; with 50% employer match about $159,323 at 4% or $106,215 at 6%; with 100% employer match about $119,492 at 4% or $79,661 at 6%.
Shultz & Associates Ltd 401(K) Plan-8$90,089$76,475$9,559iApproximate average salary by contribution assumption: employee only about $238,984 at 4% or $159,323 at 6%; with 50% employer match about $159,323 at 4% or $106,215 at 6%; with 100% employer match about $119,492 at 4% or $79,661 at 6%.