Civic Intelligence

Albrektson & Shumate LLP

Plan context: Albrektson & Shumate LLP Cash Balance Plan

EIN 46-1638005 • Redlands, CA • 20 filings • 2 plans

1801 Orange Tree Lane - Suite 230Redlands, CA 92374
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,023,620

2024 Contributions

$250,463

Historical Graphs

Total Assets Over Time

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

$3,023,620$1,511,810$0201520202024YearValue
$3,023,620Latest year 2024

Participants Over Time

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

1260201520202024YearValue
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
2024212$3,023,620$250,463$20,872iApproximate average salary by contribution assumption: employee only about $521,798 at 4% or $347,865 at 6%; with 50% employer match about $347,865 at 4% or $231,910 at 6%; with 100% employer match about $260,899 at 4% or $173,933 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-12$1,823,459$175,000$14,583iApproximate average salary by contribution assumption: employee only about $364,583 at 4% or $243,056 at 6%; with 50% employer match about $243,056 at 4% or $162,037 at 6%; with 100% employer match about $182,292 at 4% or $121,528 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-10$1,200,161$75,463$7,546iApproximate average salary by contribution assumption: employee only about $188,658 at 4% or $125,772 at 6%; with 50% employer match about $125,772 at 4% or $83,848 at 6%; with 100% employer match about $94,329 at 4% or $62,886 at 6%.
2023210$2,541,640$216,151$21,615iApproximate average salary by contribution assumption: employee only about $540,378 at 4% or $360,252 at 6%; with 50% employer match about $360,252 at 4% or $240,168 at 6%; with 100% employer match about $270,189 at 4% or $180,126 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-10$1,539,637$131,818$13,182iApproximate average salary by contribution assumption: employee only about $329,545 at 4% or $219,697 at 6%; with 50% employer match about $219,697 at 4% or $146,464 at 6%; with 100% employer match about $164,773 at 4% or $109,848 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-10$1,002,003$84,333$8,433iApproximate average salary by contribution assumption: employee only about $210,832 at 4% or $140,555 at 6%; with 50% employer match about $140,555 at 4% or $93,703 at 6%; with 100% employer match about $105,416 at 4% or $70,278 at 6%.
2022210$2,080,084$176,000$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-10$1,291,759$95,223$9,522iApproximate average salary by contribution assumption: employee only about $238,057 at 4% or $158,705 at 6%; with 50% employer match about $158,705 at 4% or $105,803 at 6%; with 100% employer match about $119,029 at 4% or $79,353 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-8$788,325$80,777$10,097iApproximate average salary by contribution assumption: employee only about $252,428 at 4% or $168,285 at 6%; with 50% employer match about $168,285 at 4% or $112,190 at 6%; with 100% employer match about $126,214 at 4% or $84,143 at 6%.
202128$2,369,603$180,188$22,524iApproximate average salary by contribution assumption: employee only about $563,088 at 4% or $375,392 at 6%; with 50% employer match about $375,392 at 4% or $250,261 at 6%; with 100% employer match about $281,544 at 4% or $187,696 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-8$1,468,267$95,563$11,945iApproximate average salary by contribution assumption: employee only about $298,634 at 4% or $199,090 at 6%; with 50% employer match about $199,090 at 4% or $132,726 at 6%; with 100% employer match about $149,317 at 4% or $99,545 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-7$901,336$84,625$12,089iApproximate average salary by contribution assumption: employee only about $302,232 at 4% or $201,488 at 6%; with 50% employer match about $201,488 at 4% or $134,325 at 6%; with 100% employer match about $151,116 at 4% or $100,744 at 6%.
202028$2,012,152$255,850$31,981iApproximate average salary by contribution assumption: employee only about $799,531 at 4% or $533,021 at 6%; with 50% employer match about $533,021 at 4% or $355,347 at 6%; with 100% employer match about $399,766 at 4% or $266,510 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-8$1,307,175$175,000$21,875iApproximate average salary by contribution assumption: employee only about $546,875 at 4% or $364,583 at 6%; with 50% employer match about $364,583 at 4% or $243,056 at 6%; with 100% employer match about $273,438 at 4% or $182,292 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-7$704,977$80,850$11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%.
2019210$1,552,445$264,997$26,500iApproximate average salary by contribution assumption: employee only about $662,493 at 4% or $441,662 at 6%; with 50% employer match about $441,662 at 4% or $294,441 at 6%; with 100% employer match about $331,246 at 4% or $220,831 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-10$1,020,626$164,810$16,481iApproximate average salary by contribution assumption: employee only about $412,025 at 4% or $274,683 at 6%; with 50% employer match about $274,683 at 4% or $183,122 at 6%; with 100% employer match about $206,013 at 4% or $137,342 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-8$531,819$100,187$12,523iApproximate average salary by contribution assumption: employee only about $313,084 at 4% or $208,723 at 6%; with 50% employer match about $208,723 at 4% or $139,149 at 6%; with 100% employer match about $156,542 at 4% or $104,361 at 6%.
201829$1,110,666$275,042$30,560iApproximate average salary by contribution assumption: employee only about $764,006 at 4% or $509,337 at 6%; with 50% employer match about $509,337 at 4% or $339,558 at 6%; with 100% employer match about $382,003 at 4% or $254,669 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-9$764,932$198,659$22,073iApproximate average salary by contribution assumption: employee only about $551,831 at 4% or $367,887 at 6%; with 50% employer match about $367,887 at 4% or $245,258 at 6%; with 100% employer match about $275,915 at 4% or $183,944 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-8$345,734$76,383$9,548iApproximate average salary by contribution assumption: employee only about $238,697 at 4% or $159,131 at 6%; with 50% employer match about $159,131 at 4% or $106,088 at 6%; with 100% employer match about $119,348 at 4% or $79,566 at 6%.
201728$889,388$259,362$32,420iApproximate average salary by contribution assumption: employee only about $810,506 at 4% or $540,338 at 6%; with 50% employer match about $540,338 at 4% or $360,225 at 6%; with 100% employer match about $405,253 at 4% or $270,169 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-6$588,137$185,443$30,907iApproximate average salary by contribution assumption: employee only about $772,679 at 4% or $515,119 at 6%; with 50% employer match about $515,119 at 4% or $343,413 at 6%; with 100% employer match about $386,340 at 4% or $257,560 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-8$301,251$73,919$9,240iApproximate average salary by contribution assumption: employee only about $230,997 at 4% or $153,998 at 6%; with 50% employer match about $153,998 at 4% or $102,665 at 6%; with 100% employer match about $115,498 at 4% or $76,999 at 6%.
201628$576,503$281,259$35,157iApproximate average salary by contribution assumption: employee only about $878,934 at 4% or $585,956 at 6%; with 50% employer match about $585,956 at 4% or $390,638 at 6%; with 100% employer match about $439,467 at 4% or $292,978 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-6$384,955$205,057$34,176iApproximate average salary by contribution assumption: employee only about $854,404 at 4% or $569,603 at 6%; with 50% employer match about $569,603 at 4% or $379,735 at 6%; with 100% employer match about $427,202 at 4% or $284,801 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-8$191,548$76,202$9,525iApproximate average salary by contribution assumption: employee only about $238,131 at 4% or $158,754 at 6%; with 50% employer match about $158,754 at 4% or $105,836 at 6%; with 100% employer match about $119,066 at 4% or $79,377 at 6%.
201526$272,356$272,923$45,487iApproximate average salary by contribution assumption: employee only about $1,137,179 at 4% or $758,119 at 6%; with 50% employer match about $758,119 at 4% or $505,413 at 6%; with 100% employer match about $568,590 at 4% or $379,060 at 6%.
Albrektson & Shumate LLP Cash Balance Plan-6$172,584$173,733$28,956iApproximate average salary by contribution assumption: employee only about $723,888 at 4% or $482,592 at 6%; with 50% employer match about $482,592 at 4% or $321,728 at 6%; with 100% employer match about $361,944 at 4% or $241,296 at 6%.
ALBREKTSON & SHUMATE LLP 401(K) PLAN-6$99,772$99,190$16,532iApproximate average salary by contribution assumption: employee only about $413,292 at 4% or $275,528 at 6%; with 50% employer match about $275,528 at 4% or $183,685 at 6%; with 100% employer match about $206,646 at 4% or $137,764 at 6%.