Civic Intelligence

Harris Shelton Hanover Walsh PLLC

Plan context: Harris Shelton Self Employed Retirement Trust

EIN 62-0564040 • Memphis, TN • 26 filings • 4 plans

6060 Primacy Parkway, Suite 100Memphis, TN 38119
Current Snapshot

Latest Year

2024

2024 Participants

91

2024 Assets

$32,279,181

2024 Contributions

$1,777,377

Historical Graphs

Total Assets Over Time

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

$38,339,253$19,169,627$0199920122024YearValue
$32,279,181Latest year 2024

Participants Over Time

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

91460199920122024YearValue
91Latest 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
2024191$32,279,181$1,777,377$19,532iApproximate average salary by contribution assumption: employee only about $488,290 at 4% or $325,527 at 6%; with 50% employer match about $325,527 at 4% or $217,018 at 6%; with 100% employer match about $244,145 at 4% or $162,763 at 6%.
Harris Shelton Self Employed Retirement Trust-91$32,279,181$1,777,377$19,532iApproximate average salary by contribution assumption: employee only about $488,290 at 4% or $325,527 at 6%; with 50% employer match about $325,527 at 4% or $217,018 at 6%; with 100% employer match about $244,145 at 4% or $162,763 at 6%.
2023190$29,905,793$1,574,335$17,493iApproximate average salary by contribution assumption: employee only about $437,315 at 4% or $291,544 at 6%; with 50% employer match about $291,544 at 4% or $194,362 at 6%; with 100% employer match about $218,658 at 4% or $145,772 at 6%.
Harris Shelton Self Employed Retirement Trust-90$29,905,793$1,574,335$17,493iApproximate average salary by contribution assumption: employee only about $437,315 at 4% or $291,544 at 6%; with 50% employer match about $291,544 at 4% or $194,362 at 6%; with 100% employer match about $218,658 at 4% or $145,772 at 6%.
2022190$28,495,926$1,446,129$16,068iApproximate average salary by contribution assumption: employee only about $401,703 at 4% or $267,802 at 6%; with 50% employer match about $267,802 at 4% or $178,534 at 6%; with 100% employer match about $200,851 at 4% or $133,901 at 6%.
Harris Shelton Self Employed Retirement Trust-90$28,495,926$1,446,129$16,068iApproximate average salary by contribution assumption: employee only about $401,703 at 4% or $267,802 at 6%; with 50% employer match about $267,802 at 4% or $178,534 at 6%; with 100% employer match about $200,851 at 4% or $133,901 at 6%.
2021188$35,746,193$1,364,838$15,510iApproximate average salary by contribution assumption: employee only about $387,738 at 4% or $258,492 at 6%; with 50% employer match about $258,492 at 4% or $172,328 at 6%; with 100% employer match about $193,869 at 4% or $129,246 at 6%.
Harris Shelton Self Employed Retirement Trust-88$35,746,193$1,364,838$15,510iApproximate average salary by contribution assumption: employee only about $387,738 at 4% or $258,492 at 6%; with 50% employer match about $258,492 at 4% or $172,328 at 6%; with 100% employer match about $193,869 at 4% or $129,246 at 6%.
2020189$38,339,253$1,382,662$15,536iApproximate average salary by contribution assumption: employee only about $388,388 at 4% or $258,925 at 6%; with 50% employer match about $258,925 at 4% or $172,617 at 6%; with 100% employer match about $194,194 at 4% or $129,463 at 6%.
Harris Shelton Self Employed Retirement Trust-89$38,339,253$1,382,662$15,536iApproximate average salary by contribution assumption: employee only about $388,388 at 4% or $258,925 at 6%; with 50% employer match about $258,925 at 4% or $172,617 at 6%; with 100% employer match about $194,194 at 4% or $129,463 at 6%.
2019176$34,466,196$1,260,960$16,592iApproximate average salary by contribution assumption: employee only about $414,789 at 4% or $276,526 at 6%; with 50% employer match about $276,526 at 4% or $184,351 at 6%; with 100% employer match about $207,395 at 4% or $138,263 at 6%.
Harris Shelton Self Employed Retirement Trust-76$34,466,196$1,260,960$16,592iApproximate average salary by contribution assumption: employee only about $414,789 at 4% or $276,526 at 6%; with 50% employer match about $276,526 at 4% or $184,351 at 6%; with 100% employer match about $207,395 at 4% or $138,263 at 6%.
2018176$34,360,371$1,175,742$15,470iApproximate average salary by contribution assumption: employee only about $386,757 at 4% or $257,838 at 6%; with 50% employer match about $257,838 at 4% or $171,892 at 6%; with 100% employer match about $193,379 at 4% or $128,919 at 6%.
Harris Shelton Self Employed Retirement Trust-76$34,360,371$1,175,742$15,470iApproximate average salary by contribution assumption: employee only about $386,757 at 4% or $257,838 at 6%; with 50% employer match about $257,838 at 4% or $171,892 at 6%; with 100% employer match about $193,379 at 4% or $128,919 at 6%.
2017171$35,676,746$2,072,411$29,189iApproximate average salary by contribution assumption: employee only about $729,722 at 4% or $486,481 at 6%; with 50% employer match about $486,481 at 4% or $324,321 at 6%; with 100% employer match about $364,861 at 4% or $243,241 at 6%.
Harris Shelton Self Employed Retirement Trust-71$35,676,746$2,072,411$29,189iApproximate average salary by contribution assumption: employee only about $729,722 at 4% or $486,481 at 6%; with 50% employer match about $486,481 at 4% or $324,321 at 6%; with 100% employer match about $364,861 at 4% or $243,241 at 6%.
2016166$30,932,662$1,076,106$16,305iApproximate average salary by contribution assumption: employee only about $407,616 at 4% or $271,744 at 6%; with 50% employer match about $271,744 at 4% or $181,163 at 6%; with 100% employer match about $203,808 at 4% or $135,872 at 6%.
Harris Shelton Self Employed Retirement Trust-66$30,932,662$1,076,106$16,305iApproximate average salary by contribution assumption: employee only about $407,616 at 4% or $271,744 at 6%; with 50% employer match about $271,744 at 4% or $181,163 at 6%; with 100% employer match about $203,808 at 4% or $135,872 at 6%.
2015159$28,810,171$934,706$15,842iApproximate average salary by contribution assumption: employee only about $396,062 at 4% or $264,041 at 6%; with 50% employer match about $264,041 at 4% or $176,027 at 6%; with 100% employer match about $198,031 at 4% or $132,021 at 6%.
Harris Shelton Self Employed Retirement Trust-59$28,810,171$934,706$15,842iApproximate average salary by contribution assumption: employee only about $396,062 at 4% or $264,041 at 6%; with 50% employer match about $264,041 at 4% or $176,027 at 6%; with 100% employer match about $198,031 at 4% or $132,021 at 6%.
2014160$29,325,003$903,524$15,059iApproximate average salary by contribution assumption: employee only about $376,468 at 4% or $250,979 at 6%; with 50% employer match about $250,979 at 4% or $167,319 at 6%; with 100% employer match about $188,234 at 4% or $125,489 at 6%.
Harris Shelton Self Employed Retirement Trust-60$29,325,003$903,524$15,059iApproximate average salary by contribution assumption: employee only about $376,468 at 4% or $250,979 at 6%; with 50% employer match about $250,979 at 4% or $167,319 at 6%; with 100% employer match about $188,234 at 4% or $125,489 at 6%.
2013165$30,606,762$2,644,476$40,684iApproximate average salary by contribution assumption: employee only about $1,017,106 at 4% or $678,071 at 6%; with 50% employer match about $678,071 at 4% or $452,047 at 6%; with 100% employer match about $508,553 at 4% or $339,035 at 6%.
Harris Shelton Self Employed Retirement Trust-65$30,606,762$2,644,476$40,684iApproximate average salary by contribution assumption: employee only about $1,017,106 at 4% or $678,071 at 6%; with 50% employer match about $678,071 at 4% or $452,047 at 6%; with 100% employer match about $508,553 at 4% or $339,035 at 6%.
2012171$29,406,279$1,036,456$14,598iApproximate average salary by contribution assumption: employee only about $364,949 at 4% or $243,300 at 6%; with 50% employer match about $243,300 at 4% or $162,200 at 6%; with 100% employer match about $182,475 at 4% or $121,650 at 6%.
Harris Shelton Self Employed Retirement Trust-71$29,406,279$1,036,456$14,598iApproximate average salary by contribution assumption: employee only about $364,949 at 4% or $243,300 at 6%; with 50% employer match about $243,300 at 4% or $162,200 at 6%; with 100% employer match about $182,475 at 4% or $121,650 at 6%.
201111$25,762,929$1,038,691$1,038,691iApproximate average salary by contribution assumption: employee only about $25,967,275 at 4% or $17,311,517 at 6%; with 50% employer match about $17,311,517 at 4% or $11,541,011 at 6%; with 100% employer match about $12,983,638 at 4% or $8,655,758 at 6%.
Harris Shelton Self Employed Retirement Trust-1$25,762,929$1,038,691$1,038,691iApproximate average salary by contribution assumption: employee only about $25,967,275 at 4% or $17,311,517 at 6%; with 50% employer match about $17,311,517 at 4% or $11,541,011 at 6%; with 100% employer match about $12,983,638 at 4% or $8,655,758 at 6%.
2010174$26,217,005$1,015,983$13,730iApproximate average salary by contribution assumption: employee only about $343,238 at 4% or $228,825 at 6%; with 50% employer match about $228,825 at 4% or $152,550 at 6%; with 100% employer match about $171,619 at 4% or $114,413 at 6%.
Harris Shelton Self Employed Retirement Trust-74$26,217,005$1,015,983$13,730iApproximate average salary by contribution assumption: employee only about $343,238 at 4% or $228,825 at 6%; with 50% employer match about $228,825 at 4% or $152,550 at 6%; with 100% employer match about $171,619 at 4% or $114,413 at 6%.
2009176$23,412,334$1,052,266$13,846iApproximate average salary by contribution assumption: employee only about $346,140 at 4% or $230,760 at 6%; with 50% employer match about $230,760 at 4% or $153,840 at 6%; with 100% employer match about $173,070 at 4% or $115,380 at 6%.
Harris Shelton Self Employed Retirement Trust-76$23,412,334$1,052,266$13,846iApproximate average salary by contribution assumption: employee only about $346,140 at 4% or $230,760 at 6%; with 50% employer match about $230,760 at 4% or $153,840 at 6%; with 100% employer match about $173,070 at 4% or $115,380 at 6%.
2008158$17,898,719$953,129$16,433iApproximate average salary by contribution assumption: employee only about $410,831 at 4% or $273,888 at 6%; with 50% employer match about $273,888 at 4% or $182,592 at 6%; with 100% employer match about $205,416 at 4% or $136,944 at 6%.
Harris Shelton Self Employed Retirement Trust-58$17,898,719$953,129$16,433iApproximate average salary by contribution assumption: employee only about $410,831 at 4% or $273,888 at 6%; with 50% employer match about $273,888 at 4% or $182,592 at 6%; with 100% employer match about $205,416 at 4% or $136,944 at 6%.
2007159$26,571,138$1,126,964$19,101iApproximate average salary by contribution assumption: employee only about $477,527 at 4% or $318,351 at 6%; with 50% employer match about $318,351 at 4% or $212,234 at 6%; with 100% employer match about $238,764 at 4% or $159,176 at 6%.
Harris Shelton Self Employed Retirement Trust-59$26,571,138$1,126,964$19,101iApproximate average salary by contribution assumption: employee only about $477,527 at 4% or $318,351 at 6%; with 50% employer match about $318,351 at 4% or $212,234 at 6%; with 100% employer match about $238,764 at 4% or $159,176 at 6%.
2006160$24,400,193$1,034,367$17,239iApproximate average salary by contribution assumption: employee only about $430,986 at 4% or $287,324 at 6%; with 50% employer match about $287,324 at 4% or $191,549 at 6%; with 100% employer match about $215,493 at 4% or $143,662 at 6%.
Harris Shelton Self Employed Retirement Trust-60$24,400,193$1,034,367$17,239iApproximate average salary by contribution assumption: employee only about $430,986 at 4% or $287,324 at 6%; with 50% employer match about $287,324 at 4% or $191,549 at 6%; with 100% employer match about $215,493 at 4% or $143,662 at 6%.
2005160$20,196,797$1,035,849$17,264iApproximate average salary by contribution assumption: employee only about $431,604 at 4% or $287,736 at 6%; with 50% employer match about $287,736 at 4% or $191,824 at 6%; with 100% employer match about $215,802 at 4% or $143,868 at 6%.
Harris Shelton Self Employed Retirement Trust-60$20,196,797$1,035,849$17,264iApproximate average salary by contribution assumption: employee only about $431,604 at 4% or $287,736 at 6%; with 50% employer match about $287,736 at 4% or $191,824 at 6%; with 100% employer match about $215,802 at 4% or $143,868 at 6%.
2004143$18,237,602$639,675$14,876iApproximate average salary by contribution assumption: employee only about $371,904 at 4% or $247,936 at 6%; with 50% employer match about $247,936 at 4% or $165,291 at 6%; with 100% employer match about $185,952 at 4% or $123,968 at 6%.
Harris Shelton Self Employed Retirement Trust-43$18,237,602$639,675$14,876iApproximate average salary by contribution assumption: employee only about $371,904 at 4% or $247,936 at 6%; with 50% employer match about $247,936 at 4% or $165,291 at 6%; with 100% employer match about $185,952 at 4% or $123,968 at 6%.
2003144$15,665,330$620,051$14,092iApproximate average salary by contribution assumption: employee only about $352,302 at 4% or $234,868 at 6%; with 50% employer match about $234,868 at 4% or $156,579 at 6%; with 100% employer match about $176,151 at 4% or $117,434 at 6%.
Harris Shelton Self Employed Retirement Trust-44$15,665,330$620,051$14,092iApproximate average salary by contribution assumption: employee only about $352,302 at 4% or $234,868 at 6%; with 50% employer match about $234,868 at 4% or $156,579 at 6%; with 100% employer match about $176,151 at 4% or $117,434 at 6%.
2002132$11,180,209$458,735$14,335iApproximate average salary by contribution assumption: employee only about $358,387 at 4% or $238,924 at 6%; with 50% employer match about $238,924 at 4% or $159,283 at 6%; with 100% employer match about $179,193 at 4% or $119,462 at 6%.
Harris Shelton Self Employed Retirement Trust-32$11,180,209$458,735$14,335iApproximate average salary by contribution assumption: employee only about $358,387 at 4% or $238,924 at 6%; with 50% employer match about $238,924 at 4% or $159,283 at 6%; with 100% employer match about $179,193 at 4% or $119,462 at 6%.
2001125$12,890,544$330,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
Harris Shelton Self Employed Retirement Trust-25$12,890,544$330,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
2000123$12,947,273$335,000$14,565iApproximate average salary by contribution assumption: employee only about $364,130 at 4% or $242,754 at 6%; with 50% employer match about $242,754 at 4% or $161,836 at 6%; with 100% employer match about $182,065 at 4% or $121,377 at 6%.
Harris Shelton Self Employed Retirement Trust-23$12,947,273$335,000$14,565iApproximate average salary by contribution assumption: employee only about $364,130 at 4% or $242,754 at 6%; with 50% employer match about $242,754 at 4% or $161,836 at 6%; with 100% employer match about $182,065 at 4% or $121,377 at 6%.
1999121$11,678,924$320,000$15,238iApproximate average salary by contribution assumption: employee only about $380,952 at 4% or $253,968 at 6%; with 50% employer match about $253,968 at 4% or $169,312 at 6%; with 100% employer match about $190,476 at 4% or $126,984 at 6%.
Harris Shelton Self Employed Retirement Trust-21$11,678,924$320,000$15,238iApproximate average salary by contribution assumption: employee only about $380,952 at 4% or $253,968 at 6%; with 50% employer match about $253,968 at 4% or $169,312 at 6%; with 100% employer match about $190,476 at 4% or $126,984 at 6%.