Civic Intelligence

Shultz & James Inc.

Plan context: Shultz & James Inc. 401(K) Profit Sharing Retirement Plan

EIN 54-0379000 • Richmond, VA • 26 filings • 3 plans

9 E Cary StRichmond, VA 23219-3732
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,794,855

2024 Contributions

$89,990

Historical Graphs

Total Assets Over Time

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

$3,638,661$1,819,331$0200120132024YearValue
$1,794,855Latest year 2024

Participants Over Time

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

19100200020132024YearValue
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$1,794,855$89,990$7,499iApproximate average salary by contribution assumption: employee only about $187,479 at 4% or $124,986 at 6%; with 50% employer match about $124,986 at 4% or $83,324 at 6%; with 100% employer match about $93,740 at 4% or $62,493 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-12$1,794,855$89,990$7,499iApproximate average salary by contribution assumption: employee only about $187,479 at 4% or $124,986 at 6%; with 50% employer match about $124,986 at 4% or $83,324 at 6%; with 100% employer match about $93,740 at 4% or $62,493 at 6%.
2023111$1,545,618$144,258$13,114iApproximate average salary by contribution assumption: employee only about $327,859 at 4% or $218,573 at 6%; with 50% employer match about $218,573 at 4% or $145,715 at 6%; with 100% employer match about $163,930 at 4% or $109,286 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-11$1,545,618$144,258$13,114iApproximate average salary by contribution assumption: employee only about $327,859 at 4% or $218,573 at 6%; with 50% employer match about $218,573 at 4% or $145,715 at 6%; with 100% employer match about $163,930 at 4% or $109,286 at 6%.
2022115$1,958,775$108,467$7,231iApproximate average salary by contribution assumption: employee only about $180,778 at 4% or $120,519 at 6%; with 50% employer match about $120,519 at 4% or $80,346 at 6%; with 100% employer match about $90,389 at 4% or $60,259 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-15$1,958,775$108,467$7,231iApproximate average salary by contribution assumption: employee only about $180,778 at 4% or $120,519 at 6%; with 50% employer match about $120,519 at 4% or $80,346 at 6%; with 100% employer match about $90,389 at 4% or $60,259 at 6%.
2021117$2,622,822$131,860$7,756iApproximate average salary by contribution assumption: employee only about $193,912 at 4% or $129,275 at 6%; with 50% employer match about $129,275 at 4% or $86,183 at 6%; with 100% employer match about $96,956 at 4% or $64,637 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-17$2,622,822$131,860$7,756iApproximate average salary by contribution assumption: employee only about $193,912 at 4% or $129,275 at 6%; with 50% employer match about $129,275 at 4% or $86,183 at 6%; with 100% employer match about $96,956 at 4% or $64,637 at 6%.
2020117$2,172,709$113,067$6,651iApproximate average salary by contribution assumption: employee only about $166,275 at 4% or $110,850 at 6%; with 50% employer match about $110,850 at 4% or $73,900 at 6%; with 100% employer match about $83,138 at 4% or $55,425 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-17$2,172,709$113,067$6,651iApproximate average salary by contribution assumption: employee only about $166,275 at 4% or $110,850 at 6%; with 50% employer match about $110,850 at 4% or $73,900 at 6%; with 100% employer match about $83,138 at 4% or $55,425 at 6%.
2019115$1,774,068$95,523$6,368iApproximate average salary by contribution assumption: employee only about $159,205 at 4% or $106,137 at 6%; with 50% employer match about $106,137 at 4% or $70,758 at 6%; with 100% employer match about $79,603 at 4% or $53,068 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-15$1,774,068$95,523$6,368iApproximate average salary by contribution assumption: employee only about $159,205 at 4% or $106,137 at 6%; with 50% employer match about $106,137 at 4% or $70,758 at 6%; with 100% employer match about $79,603 at 4% or $53,068 at 6%.
2018115$1,661,784$110,623$7,375iApproximate average salary by contribution assumption: employee only about $184,372 at 4% or $122,914 at 6%; with 50% employer match about $122,914 at 4% or $81,943 at 6%; with 100% employer match about $92,186 at 4% or $61,457 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-15$1,661,784$110,623$7,375iApproximate average salary by contribution assumption: employee only about $184,372 at 4% or $122,914 at 6%; with 50% employer match about $122,914 at 4% or $81,943 at 6%; with 100% employer match about $92,186 at 4% or $61,457 at 6%.
2017116$1,793,933$161,815$10,113iApproximate average salary by contribution assumption: employee only about $252,836 at 4% or $168,557 at 6%; with 50% employer match about $168,557 at 4% or $112,372 at 6%; with 100% employer match about $126,418 at 4% or $84,279 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-16$1,793,933$161,815$10,113iApproximate average salary by contribution assumption: employee only about $252,836 at 4% or $168,557 at 6%; with 50% employer match about $168,557 at 4% or $112,372 at 6%; with 100% employer match about $126,418 at 4% or $84,279 at 6%.
2016115$1,532,385$156,271$10,418iApproximate average salary by contribution assumption: employee only about $260,452 at 4% or $173,634 at 6%; with 50% employer match about $173,634 at 4% or $115,756 at 6%; with 100% employer match about $130,226 at 4% or $86,817 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-15$1,532,385$156,271$10,418iApproximate average salary by contribution assumption: employee only about $260,452 at 4% or $173,634 at 6%; with 50% employer match about $173,634 at 4% or $115,756 at 6%; with 100% employer match about $130,226 at 4% or $86,817 at 6%.
2015116$2,400,532$125,527$7,845iApproximate average salary by contribution assumption: employee only about $196,136 at 4% or $130,757 at 6%; with 50% employer match about $130,757 at 4% or $87,172 at 6%; with 100% employer match about $98,068 at 4% or $65,379 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-16$2,400,532$125,527$7,845iApproximate average salary by contribution assumption: employee only about $196,136 at 4% or $130,757 at 6%; with 50% employer match about $130,757 at 4% or $87,172 at 6%; with 100% employer match about $98,068 at 4% or $65,379 at 6%.
2014119$3,638,661$136,530$7,186iApproximate average salary by contribution assumption: employee only about $179,645 at 4% or $119,763 at 6%; with 50% employer match about $119,763 at 4% or $79,842 at 6%; with 100% employer match about $89,822 at 4% or $59,882 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-19$3,638,661$136,530$7,186iApproximate average salary by contribution assumption: employee only about $179,645 at 4% or $119,763 at 6%; with 50% employer match about $119,763 at 4% or $79,842 at 6%; with 100% employer match about $89,822 at 4% or $59,882 at 6%.
2013118$3,382,116$121,891$6,772iApproximate average salary by contribution assumption: employee only about $169,293 at 4% or $112,862 at 6%; with 50% employer match about $112,862 at 4% or $75,241 at 6%; with 100% employer match about $84,647 at 4% or $56,431 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-18$3,382,116$121,891$6,772iApproximate average salary by contribution assumption: employee only about $169,293 at 4% or $112,862 at 6%; with 50% employer match about $112,862 at 4% or $75,241 at 6%; with 100% employer match about $84,647 at 4% or $56,431 at 6%.
2012117$2,661,247$157,172$9,245iApproximate average salary by contribution assumption: employee only about $231,135 at 4% or $154,090 at 6%; with 50% employer match about $154,090 at 4% or $102,727 at 6%; with 100% employer match about $115,568 at 4% or $77,045 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-17$2,661,247$157,172$9,245iApproximate average salary by contribution assumption: employee only about $231,135 at 4% or $154,090 at 6%; with 50% employer match about $154,090 at 4% or $102,727 at 6%; with 100% employer match about $115,568 at 4% or $77,045 at 6%.
2011117$2,209,790$156,872$9,228iApproximate average salary by contribution assumption: employee only about $230,694 at 4% or $153,796 at 6%; with 50% employer match about $153,796 at 4% or $102,531 at 6%; with 100% employer match about $115,347 at 4% or $76,898 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-17$2,209,790$156,872$9,228iApproximate average salary by contribution assumption: employee only about $230,694 at 4% or $153,796 at 6%; with 50% employer match about $153,796 at 4% or $102,531 at 6%; with 100% employer match about $115,347 at 4% or $76,898 at 6%.
2010115$2,133,855$180,284$12,019iApproximate average salary by contribution assumption: employee only about $300,473 at 4% or $200,316 at 6%; with 50% employer match about $200,316 at 4% or $133,544 at 6%; with 100% employer match about $150,237 at 4% or $100,158 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-15$2,133,855$180,284$12,019iApproximate average salary by contribution assumption: employee only about $300,473 at 4% or $200,316 at 6%; with 50% employer match about $200,316 at 4% or $133,544 at 6%; with 100% employer match about $150,237 at 4% or $100,158 at 6%.
2009116$1,797,033$199,225$12,452iApproximate average salary by contribution assumption: employee only about $311,289 at 4% or $207,526 at 6%; with 50% employer match about $207,526 at 4% or $138,351 at 6%; with 100% employer match about $155,645 at 4% or $103,763 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-16$1,797,033$199,225$12,452iApproximate average salary by contribution assumption: employee only about $311,289 at 4% or $207,526 at 6%; with 50% employer match about $207,526 at 4% or $138,351 at 6%; with 100% employer match about $155,645 at 4% or $103,763 at 6%.
2008116$1,335,582$147,806$9,238iApproximate average salary by contribution assumption: employee only about $230,947 at 4% or $153,965 at 6%; with 50% employer match about $153,965 at 4% or $102,643 at 6%; with 100% employer match about $115,473 at 4% or $76,982 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-16$1,335,582$147,806$9,238iApproximate average salary by contribution assumption: employee only about $230,947 at 4% or $153,965 at 6%; with 50% employer match about $153,965 at 4% or $102,643 at 6%; with 100% employer match about $115,473 at 4% or $76,982 at 6%.
2007114$1,785,064$42,176$3,013iApproximate average salary by contribution assumption: employee only about $75,314 at 4% or $50,210 at 6%; with 50% employer match about $50,210 at 4% or $33,473 at 6%; with 100% employer match about $37,657 at 4% or $25,105 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-14$1,785,064$42,176$3,013iApproximate average salary by contribution assumption: employee only about $75,314 at 4% or $50,210 at 6%; with 50% employer match about $50,210 at 4% or $33,473 at 6%; with 100% employer match about $37,657 at 4% or $25,105 at 6%.
2006114$1,855,705$37,774$2,698iApproximate average salary by contribution assumption: employee only about $67,454 at 4% or $44,969 at 6%; with 50% employer match about $44,969 at 4% or $29,979 at 6%; with 100% employer match about $33,727 at 4% or $22,485 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-14$1,855,705$37,774$2,698iApproximate average salary by contribution assumption: employee only about $67,454 at 4% or $44,969 at 6%; with 50% employer match about $44,969 at 4% or $29,979 at 6%; with 100% employer match about $33,727 at 4% or $22,485 at 6%.
2005113$1,601,542$30,171$2,321iApproximate average salary by contribution assumption: employee only about $58,021 at 4% or $38,681 at 6%; with 50% employer match about $38,681 at 4% or $25,787 at 6%; with 100% employer match about $29,011 at 4% or $19,340 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-13$1,601,542$30,171$2,321iApproximate average salary by contribution assumption: employee only about $58,021 at 4% or $38,681 at 6%; with 50% employer match about $38,681 at 4% or $25,787 at 6%; with 100% employer match about $29,011 at 4% or $19,340 at 6%.
2003115$1,268,513$50,565$3,371iApproximate average salary by contribution assumption: employee only about $84,275 at 4% or $56,183 at 6%; with 50% employer match about $56,183 at 4% or $37,456 at 6%; with 100% employer match about $42,138 at 4% or $28,092 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-15$1,268,513$50,565$3,371iApproximate average salary by contribution assumption: employee only about $84,275 at 4% or $56,183 at 6%; with 50% employer match about $56,183 at 4% or $37,456 at 6%; with 100% employer match about $42,138 at 4% or $28,092 at 6%.
2002212$988,413$72,941$6,078iApproximate average salary by contribution assumption: employee only about $151,960 at 4% or $101,307 at 6%; with 50% employer match about $101,307 at 4% or $67,538 at 6%; with 100% employer match about $75,980 at 4% or $50,653 at 6%.
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-12$988,413$72,941$6,078iApproximate average salary by contribution assumption: employee only about $151,960 at 4% or $101,307 at 6%; with 50% employer match about $101,307 at 4% or $67,538 at 6%; with 100% employer match about $75,980 at 4% or $50,653 at 6%.
Shultz & James Inc. Defined Benefit Pension Plan-0---
2001211$466$70,857$6,442iApproximate average salary by contribution assumption: employee only about $161,039 at 4% or $107,359 at 6%; with 50% employer match about $107,359 at 4% or $71,573 at 6%; with 100% employer match about $80,519 at 4% or $53,680 at 6%.
Shultz & James Inc. Defined Benefit Pension Plan-0$466$70,857-
Shultz & James Inc. 401(K) Profit Sharing Retirement Plan-11---
2000114$0$0-
Shultz & James Inc. Defined Benefit Pension Plan-14---