Civic Intelligence

Brian C. Shelin & Associates PC.

Plan context: Shevlin Smith 401(K) Plan and Trust

EIN 54-1361168 • Fairfax, VA • 23 filings • 5 plans

3975 University Drive, Suite 405Fairfax, VA 22030
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,790,759

2024 Contributions

$101,410

Historical Graphs

Total Assets Over Time

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

$2,373,804$1,186,902$0200220152024YearValue
$1,790,759Latest year 2024

Participants Over Time

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

840200220142024YearValue
6Latest 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
202416$1,790,759$101,410$16,902iApproximate average salary by contribution assumption: employee only about $422,542 at 4% or $281,694 at 6%; with 50% employer match about $281,694 at 4% or $187,796 at 6%; with 100% employer match about $211,271 at 4% or $140,847 at 6%.
Shevlin Smith 401(K) Plan and Trust-6$1,790,759$101,410$16,902iApproximate average salary by contribution assumption: employee only about $422,542 at 4% or $281,694 at 6%; with 50% employer match about $281,694 at 4% or $187,796 at 6%; with 100% employer match about $211,271 at 4% or $140,847 at 6%.
202328$2,373,804$368,953$46,119iApproximate average salary by contribution assumption: employee only about $1,152,978 at 4% or $768,652 at 6%; with 50% employer match about $768,652 at 4% or $512,435 at 6%; with 100% employer match about $576,489 at 4% or $384,326 at 6%.
Shevlin Smith 401(K) Plan and Trust-8$1,764,804$84,251$10,531iApproximate average salary by contribution assumption: employee only about $263,284 at 4% or $175,523 at 6%; with 50% employer match about $175,523 at 4% or $117,015 at 6%; with 100% employer match about $131,642 at 4% or $87,761 at 6%.
SHEVLIN SMITH CASH BALANCE PLAN-2$609,000$284,702$142,351iApproximate average salary by contribution assumption: employee only about $3,558,775 at 4% or $2,372,517 at 6%; with 50% employer match about $2,372,517 at 4% or $1,581,678 at 6%; with 100% employer match about $1,779,388 at 4% or $1,186,258 at 6%.
202227$1,751,827$406,368$58,053iApproximate average salary by contribution assumption: employee only about $1,451,314 at 4% or $967,543 at 6%; with 50% employer match about $967,543 at 4% or $645,029 at 6%; with 100% employer match about $725,657 at 4% or $483,771 at 6%.
Shevlin Smith 401(K) Plan and Trust-7$1,451,827$106,368$15,195iApproximate average salary by contribution assumption: employee only about $379,886 at 4% or $253,257 at 6%; with 50% employer match about $253,257 at 4% or $168,838 at 6%; with 100% employer match about $189,943 at 4% or $126,629 at 6%.
SHEVLIN SMITH CASH BALANCE PLAN-2$300,000$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
202117$1,728,683$144,193$20,599iApproximate average salary by contribution assumption: employee only about $514,975 at 4% or $343,317 at 6%; with 50% employer match about $343,317 at 4% or $228,878 at 6%; with 100% employer match about $257,488 at 4% or $171,658 at 6%.
Shevlin Smith 401(K) Plan and Trust-7$1,728,683$144,193$20,599iApproximate average salary by contribution assumption: employee only about $514,975 at 4% or $343,317 at 6%; with 50% employer match about $343,317 at 4% or $228,878 at 6%; with 100% employer match about $257,488 at 4% or $171,658 at 6%.
202016$1,401,787$240,378$40,063iApproximate average salary by contribution assumption: employee only about $1,001,575 at 4% or $667,717 at 6%; with 50% employer match about $667,717 at 4% or $445,144 at 6%; with 100% employer match about $500,788 at 4% or $333,858 at 6%.
Shevlin Smith 401(K) Plan and Trust-6$1,401,787$240,378$40,063iApproximate average salary by contribution assumption: employee only about $1,001,575 at 4% or $667,717 at 6%; with 50% employer match about $667,717 at 4% or $445,144 at 6%; with 100% employer match about $500,788 at 4% or $333,858 at 6%.
201916$986,526$72,892$12,149iApproximate average salary by contribution assumption: employee only about $303,717 at 4% or $202,478 at 6%; with 50% employer match about $202,478 at 4% or $134,985 at 6%; with 100% employer match about $151,858 at 4% or $101,239 at 6%.
Shevlin Smith 401(K) Plan and Trust-6$986,526$72,892$12,149iApproximate average salary by contribution assumption: employee only about $303,717 at 4% or $202,478 at 6%; with 50% employer match about $202,478 at 4% or $134,985 at 6%; with 100% employer match about $151,858 at 4% or $101,239 at 6%.
201816$444,555$140,247$23,375iApproximate average salary by contribution assumption: employee only about $584,363 at 4% or $389,575 at 6%; with 50% employer match about $389,575 at 4% or $259,717 at 6%; with 100% employer match about $292,181 at 4% or $194,788 at 6%.
Shevlin Smith 401(K) Plan and Trust-6$444,555$140,247$23,375iApproximate average salary by contribution assumption: employee only about $584,363 at 4% or $389,575 at 6%; with 50% employer match about $389,575 at 4% or $259,717 at 6%; with 100% employer match about $292,181 at 4% or $194,788 at 6%.
201717$969,123$180,109$25,730iApproximate average salary by contribution assumption: employee only about $643,246 at 4% or $428,831 at 6%; with 50% employer match about $428,831 at 4% or $285,887 at 6%; with 100% employer match about $321,623 at 4% or $214,415 at 6%.
Shevlin Smith 401(K) Plan and Trust-7$969,123$180,109$25,730iApproximate average salary by contribution assumption: employee only about $643,246 at 4% or $428,831 at 6%; with 50% employer match about $428,831 at 4% or $285,887 at 6%; with 100% employer match about $321,623 at 4% or $214,415 at 6%.
201617$788,163$239,430$34,204iApproximate average salary by contribution assumption: employee only about $855,107 at 4% or $570,071 at 6%; with 50% employer match about $570,071 at 4% or $380,048 at 6%; with 100% employer match about $427,554 at 4% or $285,036 at 6%.
Shevlin Smith 401(K) Plan and Trust-7$788,163$239,430$34,204iApproximate average salary by contribution assumption: employee only about $855,107 at 4% or $570,071 at 6%; with 50% employer match about $570,071 at 4% or $380,048 at 6%; with 100% employer match about $427,554 at 4% or $285,036 at 6%.
201518$635,936$183,932$22,992iApproximate average salary by contribution assumption: employee only about $574,788 at 4% or $383,192 at 6%; with 50% employer match about $383,192 at 4% or $255,461 at 6%; with 100% employer match about $287,394 at 4% or $191,596 at 6%.
Shevlin Smith 401(K) Plan and Trust-8$635,936$183,932$22,992iApproximate average salary by contribution assumption: employee only about $574,788 at 4% or $383,192 at 6%; with 50% employer match about $383,192 at 4% or $255,461 at 6%; with 100% employer match about $287,394 at 4% or $191,596 at 6%.
201418$544,613$179,687$22,461iApproximate average salary by contribution assumption: employee only about $561,522 at 4% or $374,348 at 6%; with 50% employer match about $374,348 at 4% or $249,565 at 6%; with 100% employer match about $280,761 at 4% or $187,174 at 6%.
Shevlin Smith 401(K) Plan and Trust-8$544,613$179,687$22,461iApproximate average salary by contribution assumption: employee only about $561,522 at 4% or $374,348 at 6%; with 50% employer match about $374,348 at 4% or $249,565 at 6%; with 100% employer match about $280,761 at 4% or $187,174 at 6%.
201317$471,245$207,661$29,666iApproximate average salary by contribution assumption: employee only about $741,646 at 4% or $494,431 at 6%; with 50% employer match about $494,431 at 4% or $329,621 at 6%; with 100% employer match about $370,823 at 4% or $247,215 at 6%.
Shevlin Smith 401(K) Plan and Trust-7$471,245$207,661$29,666iApproximate average salary by contribution assumption: employee only about $741,646 at 4% or $494,431 at 6%; with 50% employer match about $494,431 at 4% or $329,621 at 6%; with 100% employer match about $370,823 at 4% or $247,215 at 6%.
201215$900,029$145,249$29,050iApproximate average salary by contribution assumption: employee only about $726,245 at 4% or $484,163 at 6%; with 50% employer match about $484,163 at 4% or $322,776 at 6%; with 100% employer match about $363,123 at 4% or $242,082 at 6%.
Shevlin Smith 401(K) Plan and Trust-5$900,029$145,249$29,050iApproximate average salary by contribution assumption: employee only about $726,245 at 4% or $484,163 at 6%; with 50% employer match about $484,163 at 4% or $322,776 at 6%; with 100% employer match about $363,123 at 4% or $242,082 at 6%.
201015$1,098,485$172,825$34,565iApproximate average salary by contribution assumption: employee only about $864,125 at 4% or $576,083 at 6%; with 50% employer match about $576,083 at 4% or $384,056 at 6%; with 100% employer match about $432,063 at 4% or $288,042 at 6%.
Shevlin Smith 401(K) Plan and Trust-5$1,098,485$172,825$34,565iApproximate average salary by contribution assumption: employee only about $864,125 at 4% or $576,083 at 6%; with 50% employer match about $576,083 at 4% or $384,056 at 6%; with 100% employer match about $432,063 at 4% or $288,042 at 6%.
200815$0$0-
Shevlin Smith 401(K) Plan and Trust-5---
200715$979,276$160,297$32,059iApproximate average salary by contribution assumption: employee only about $801,485 at 4% or $534,323 at 6%; with 50% employer match about $534,323 at 4% or $356,216 at 6%; with 100% employer match about $400,743 at 4% or $267,162 at 6%.
Shevlin Smith 401(K) Plan and Trust-5$979,276$160,297$32,059iApproximate average salary by contribution assumption: employee only about $801,485 at 4% or $534,323 at 6%; with 50% employer match about $534,323 at 4% or $356,216 at 6%; with 100% employer match about $400,743 at 4% or $267,162 at 6%.
200615$998,827$157,292$31,458iApproximate average salary by contribution assumption: employee only about $786,460 at 4% or $524,307 at 6%; with 50% employer match about $524,307 at 4% or $349,538 at 6%; with 100% employer match about $393,230 at 4% or $262,153 at 6%.
Shevlin Smith 401(K) Plan and Trust-5$998,827$157,292$31,458iApproximate average salary by contribution assumption: employee only about $786,460 at 4% or $524,307 at 6%; with 50% employer match about $524,307 at 4% or $349,538 at 6%; with 100% employer match about $393,230 at 4% or $262,153 at 6%.
200515$684,201$149,041$29,808iApproximate average salary by contribution assumption: employee only about $745,205 at 4% or $496,803 at 6%; with 50% employer match about $496,803 at 4% or $331,202 at 6%; with 100% employer match about $372,603 at 4% or $248,402 at 6%.
Shevlin Smith 401(K) Plan and Trust-5$684,201$149,041$29,808iApproximate average salary by contribution assumption: employee only about $745,205 at 4% or $496,803 at 6%; with 50% employer match about $496,803 at 4% or $331,202 at 6%; with 100% employer match about $372,603 at 4% or $248,402 at 6%.
200415$559,786$142,855$28,571iApproximate average salary by contribution assumption: employee only about $714,275 at 4% or $476,183 at 6%; with 50% employer match about $476,183 at 4% or $317,456 at 6%; with 100% employer match about $357,138 at 4% or $238,092 at 6%.
Shevlin Smith 401(K) Plan and Trust-5$559,786$142,855$28,571iApproximate average salary by contribution assumption: employee only about $714,275 at 4% or $476,183 at 6%; with 50% employer match about $476,183 at 4% or $317,456 at 6%; with 100% employer match about $357,138 at 4% or $238,092 at 6%.
200315$372,317$136,928$27,386iApproximate average salary by contribution assumption: employee only about $684,640 at 4% or $456,427 at 6%; with 50% employer match about $456,427 at 4% or $304,284 at 6%; with 100% employer match about $342,320 at 4% or $228,213 at 6%.
Shevlin Smith 401(K) Plan and Trust-5$372,317$136,928$27,386iApproximate average salary by contribution assumption: employee only about $684,640 at 4% or $456,427 at 6%; with 50% employer match about $456,427 at 4% or $304,284 at 6%; with 100% employer match about $342,320 at 4% or $228,213 at 6%.
200215$132,907$136,652$27,330iApproximate average salary by contribution assumption: employee only about $683,260 at 4% or $455,507 at 6%; with 50% employer match about $455,507 at 4% or $303,671 at 6%; with 100% employer match about $341,630 at 4% or $227,753 at 6%.
Shevlin Smith 401(K) Plan and Trust-5$132,907$136,652$27,330iApproximate average salary by contribution assumption: employee only about $683,260 at 4% or $455,507 at 6%; with 50% employer match about $455,507 at 4% or $303,671 at 6%; with 100% employer match about $341,630 at 4% or $227,753 at 6%.