Civic Intelligence

Shell, Fleming, Davis & Menge PA

Plan context: Shell, Fleming, Davis & Menge, Pa 401(K) Plan

EIN 59-1409547 • Pensacola, FL • 20 filings • 4 plans

226 Palafox Place9th FloorPensacola, FL 32502
Current Snapshot

Latest Year

2019

2019 Participants

26

2019 Assets

$3,813,137

2019 Contributions

$170,742

Historical Graphs

Total Assets Over Time

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

$4,148,130$2,074,065$0200020102018YearValue
$3,813,137Latest year 2018

Participants Over Time

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

39200200020092018YearValue
26Latest year 2018

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
201910$0$0-
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-0$0$0-
2018126$3,813,137$170,742$6,567iApproximate average salary by contribution assumption: employee only about $164,175 at 4% or $109,450 at 6%; with 50% employer match about $109,450 at 4% or $72,967 at 6%; with 100% employer match about $82,088 at 4% or $54,725 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-26$3,813,137$170,742$6,567iApproximate average salary by contribution assumption: employee only about $164,175 at 4% or $109,450 at 6%; with 50% employer match about $109,450 at 4% or $72,967 at 6%; with 100% employer match about $82,088 at 4% or $54,725 at 6%.
2017126$4,148,130$149,826$5,763iApproximate average salary by contribution assumption: employee only about $144,063 at 4% or $96,042 at 6%; with 50% employer match about $96,042 at 4% or $64,028 at 6%; with 100% employer match about $72,032 at 4% or $48,021 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-26$4,148,130$149,826$5,763iApproximate average salary by contribution assumption: employee only about $144,063 at 4% or $96,042 at 6%; with 50% employer match about $96,042 at 4% or $64,028 at 6%; with 100% employer match about $72,032 at 4% or $48,021 at 6%.
2016126$3,431,775$153,757$5,914iApproximate average salary by contribution assumption: employee only about $147,843 at 4% or $98,562 at 6%; with 50% employer match about $98,562 at 4% or $65,708 at 6%; with 100% employer match about $73,922 at 4% or $49,281 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-26$3,431,775$153,757$5,914iApproximate average salary by contribution assumption: employee only about $147,843 at 4% or $98,562 at 6%; with 50% employer match about $98,562 at 4% or $65,708 at 6%; with 100% employer match about $73,922 at 4% or $49,281 at 6%.
2015128$3,042,934$115,736$4,133iApproximate average salary by contribution assumption: employee only about $103,336 at 4% or $68,890 at 6%; with 50% employer match about $68,890 at 4% or $45,927 at 6%; with 100% employer match about $51,668 at 4% or $34,445 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-28$3,042,934$115,736$4,133iApproximate average salary by contribution assumption: employee only about $103,336 at 4% or $68,890 at 6%; with 50% employer match about $68,890 at 4% or $45,927 at 6%; with 100% employer match about $51,668 at 4% or $34,445 at 6%.
2014129$3,147,528$123,290$4,251iApproximate average salary by contribution assumption: employee only about $106,284 at 4% or $70,856 at 6%; with 50% employer match about $70,856 at 4% or $47,238 at 6%; with 100% employer match about $53,142 at 4% or $35,428 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-29$3,147,528$123,290$4,251iApproximate average salary by contribution assumption: employee only about $106,284 at 4% or $70,856 at 6%; with 50% employer match about $70,856 at 4% or $47,238 at 6%; with 100% employer match about $53,142 at 4% or $35,428 at 6%.
2013135$3,859,818$176,765$5,050iApproximate average salary by contribution assumption: employee only about $126,261 at 4% or $84,174 at 6%; with 50% employer match about $84,174 at 4% or $56,116 at 6%; with 100% employer match about $63,130 at 4% or $42,087 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-35$3,859,818$176,765$5,050iApproximate average salary by contribution assumption: employee only about $126,261 at 4% or $84,174 at 6%; with 50% employer match about $84,174 at 4% or $56,116 at 6%; with 100% employer match about $63,130 at 4% or $42,087 at 6%.
2012137$3,278,750$187,169$5,059iApproximate average salary by contribution assumption: employee only about $126,466 at 4% or $84,310 at 6%; with 50% employer match about $84,310 at 4% or $56,207 at 6%; with 100% employer match about $63,233 at 4% or $42,155 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-37$3,278,750$187,169$5,059iApproximate average salary by contribution assumption: employee only about $126,466 at 4% or $84,310 at 6%; with 50% employer match about $84,310 at 4% or $56,207 at 6%; with 100% employer match about $63,233 at 4% or $42,155 at 6%.
2011137$3,083,835$237,581$6,421iApproximate average salary by contribution assumption: employee only about $160,528 at 4% or $107,018 at 6%; with 50% employer match about $107,018 at 4% or $71,346 at 6%; with 100% employer match about $80,264 at 4% or $53,509 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-37$3,083,835$237,581$6,421iApproximate average salary by contribution assumption: employee only about $160,528 at 4% or $107,018 at 6%; with 50% employer match about $107,018 at 4% or $71,346 at 6%; with 100% employer match about $80,264 at 4% or $53,509 at 6%.
2010135$2,950,460$182,077$5,202iApproximate average salary by contribution assumption: employee only about $130,055 at 4% or $86,703 at 6%; with 50% employer match about $86,703 at 4% or $57,802 at 6%; with 100% employer match about $65,028 at 4% or $43,352 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-35$2,950,460$182,077$5,202iApproximate average salary by contribution assumption: employee only about $130,055 at 4% or $86,703 at 6%; with 50% employer match about $86,703 at 4% or $57,802 at 6%; with 100% employer match about $65,028 at 4% or $43,352 at 6%.
2009125$2,653,015$175,992$7,040iApproximate average salary by contribution assumption: employee only about $175,992 at 4% or $117,328 at 6%; with 50% employer match about $117,328 at 4% or $78,219 at 6%; with 100% employer match about $87,996 at 4% or $58,664 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-25$2,653,015$175,992$7,040iApproximate average salary by contribution assumption: employee only about $175,992 at 4% or $117,328 at 6%; with 50% employer match about $117,328 at 4% or $78,219 at 6%; with 100% employer match about $87,996 at 4% or $58,664 at 6%.
2008132$2,297,440$283,841$8,870iApproximate average salary by contribution assumption: employee only about $221,751 at 4% or $147,834 at 6%; with 50% employer match about $147,834 at 4% or $98,556 at 6%; with 100% employer match about $110,875 at 4% or $73,917 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-32$2,297,440$283,841$8,870iApproximate average salary by contribution assumption: employee only about $221,751 at 4% or $147,834 at 6%; with 50% employer match about $147,834 at 4% or $98,556 at 6%; with 100% employer match about $110,875 at 4% or $73,917 at 6%.
2007131$2,928,659$275,628$8,891iApproximate average salary by contribution assumption: employee only about $222,281 at 4% or $148,187 at 6%; with 50% employer match about $148,187 at 4% or $98,791 at 6%; with 100% employer match about $111,140 at 4% or $74,094 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-31$2,928,659$275,628$8,891iApproximate average salary by contribution assumption: employee only about $222,281 at 4% or $148,187 at 6%; with 50% employer match about $148,187 at 4% or $98,791 at 6%; with 100% employer match about $111,140 at 4% or $74,094 at 6%.
2006139$2,639,700$250,115$6,413iApproximate average salary by contribution assumption: employee only about $160,330 at 4% or $106,887 at 6%; with 50% employer match about $106,887 at 4% or $71,258 at 6%; with 100% employer match about $80,165 at 4% or $53,443 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-39$2,639,700$250,115$6,413iApproximate average salary by contribution assumption: employee only about $160,330 at 4% or $106,887 at 6%; with 50% employer match about $106,887 at 4% or $71,258 at 6%; with 100% employer match about $80,165 at 4% or $53,443 at 6%.
2005128$2,453,133$227,417$8,122iApproximate average salary by contribution assumption: employee only about $203,051 at 4% or $135,367 at 6%; with 50% employer match about $135,367 at 4% or $90,245 at 6%; with 100% employer match about $101,525 at 4% or $67,684 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-28$2,453,133$227,417$8,122iApproximate average salary by contribution assumption: employee only about $203,051 at 4% or $135,367 at 6%; with 50% employer match about $135,367 at 4% or $90,245 at 6%; with 100% employer match about $101,525 at 4% or $67,684 at 6%.
2004130$2,170,519$204,574$6,819iApproximate average salary by contribution assumption: employee only about $170,478 at 4% or $113,652 at 6%; with 50% employer match about $113,652 at 4% or $75,768 at 6%; with 100% employer match about $85,239 at 4% or $56,826 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-30$2,170,519$204,574$6,819iApproximate average salary by contribution assumption: employee only about $170,478 at 4% or $113,652 at 6%; with 50% employer match about $113,652 at 4% or $75,768 at 6%; with 100% employer match about $85,239 at 4% or $56,826 at 6%.
2003129$1,894,051$183,447$6,326iApproximate average salary by contribution assumption: employee only about $158,144 at 4% or $105,429 at 6%; with 50% employer match about $105,429 at 4% or $70,286 at 6%; with 100% employer match about $79,072 at 4% or $52,715 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-29$1,894,051$183,447$6,326iApproximate average salary by contribution assumption: employee only about $158,144 at 4% or $105,429 at 6%; with 50% employer match about $105,429 at 4% or $70,286 at 6%; with 100% employer match about $79,072 at 4% or $52,715 at 6%.
2002134$1,784,237$85,228$2,507iApproximate average salary by contribution assumption: employee only about $62,668 at 4% or $41,778 at 6%; with 50% employer match about $41,778 at 4% or $27,852 at 6%; with 100% employer match about $31,334 at 4% or $20,889 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-34$1,784,237$85,228$2,507iApproximate average salary by contribution assumption: employee only about $62,668 at 4% or $41,778 at 6%; with 50% employer match about $41,778 at 4% or $27,852 at 6%; with 100% employer match about $31,334 at 4% or $20,889 at 6%.
2001135$0$0-
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-35---
2000139$2,405,610$164,745$4,224iApproximate average salary by contribution assumption: employee only about $105,606 at 4% or $70,404 at 6%; with 50% employer match about $70,404 at 4% or $46,936 at 6%; with 100% employer match about $52,803 at 4% or $35,202 at 6%.
Shell, Fleming, Davis & Menge, Pa 401(K) Plan-39$2,405,610$164,745$4,224iApproximate average salary by contribution assumption: employee only about $105,606 at 4% or $70,404 at 6%; with 50% employer match about $70,404 at 4% or $46,936 at 6%; with 100% employer match about $52,803 at 4% or $35,202 at 6%.