Civic Intelligence

Shelton Associates Inc.

Plan context: SHELTON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

EIN 65-0736994 • Strasburg, PA • 15 filings • 3 plans

P.O. Box 225Strasburg, PA 17579
Current Snapshot

Latest Year

2011

2011 Participants

4

2011 Assets

$215,034

2011 Contributions

$16,500

Historical Graphs

Total Assets Over Time

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

$902,962$451,481$0199920052011YearValue
$215,034Latest year 2011

Participants Over Time

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

420199920052011YearValue
4Latest year 2011

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
201114$215,034$0-
SHELTON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST-4$215,034$0-
201014$215,034$16,500$4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,563 at 4% or $34,375 at 6%.
SHELTON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST-4$215,034$16,500$4,125iApproximate average salary by contribution assumption: employee only about $103,125 at 4% or $68,750 at 6%; with 50% employer match about $68,750 at 4% or $45,833 at 6%; with 100% employer match about $51,563 at 4% or $34,375 at 6%.
200914$183,247$0-
SHELTON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST-4$183,247$0-
200814$157,429$62,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
SHELTON ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST-4$157,429$62,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
200714$0$0-
SHELTON ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST-4---
200624$124,991$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
SHELTON ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST-4$124,991$65,000$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Shelton Associates Inc. Defined Benefit Pension Plan & Trust-0---
200524$902,962$145,729$36,432iApproximate average salary by contribution assumption: employee only about $910,806 at 4% or $607,204 at 6%; with 50% employer match about $607,204 at 4% or $404,803 at 6%; with 100% employer match about $455,403 at 4% or $303,602 at 6%.
Shelton Associates Inc. Defined Benefit Pension Plan & Trust-3$842,971$85,729$28,576iApproximate average salary by contribution assumption: employee only about $714,408 at 4% or $476,272 at 6%; with 50% employer match about $476,272 at 4% or $317,515 at 6%; with 100% employer match about $357,204 at 4% or $238,136 at 6%.
SHELTON ASSOCIATES, INC. 401K PROFIT SHARING PLAN AND TRUST-4$59,991$60,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200413$740,018$236,577$78,859iApproximate average salary by contribution assumption: employee only about $1,971,475 at 4% or $1,314,317 at 6%; with 50% employer match about $1,314,317 at 4% or $876,211 at 6%; with 100% employer match about $985,738 at 4% or $657,158 at 6%.
Shelton Associates Inc. Defined Benefit Pension Plan & Trust-3$740,018$236,577$78,859iApproximate average salary by contribution assumption: employee only about $1,971,475 at 4% or $1,314,317 at 6%; with 50% employer match about $1,314,317 at 4% or $876,211 at 6%; with 100% employer match about $985,738 at 4% or $657,158 at 6%.
200313$464,481$115,012$38,337iApproximate average salary by contribution assumption: employee only about $958,433 at 4% or $638,956 at 6%; with 50% employer match about $638,956 at 4% or $425,970 at 6%; with 100% employer match about $479,217 at 4% or $319,478 at 6%.
Shelton Associates Inc. Defined Benefit Pension Plan & Trust-3$464,481$115,012$38,337iApproximate average salary by contribution assumption: employee only about $958,433 at 4% or $638,956 at 6%; with 50% employer match about $638,956 at 4% or $425,970 at 6%; with 100% employer match about $479,217 at 4% or $319,478 at 6%.
200213$302,189$115,426$38,475iApproximate average salary by contribution assumption: employee only about $961,883 at 4% or $641,256 at 6%; with 50% employer match about $641,256 at 4% or $427,504 at 6%; with 100% employer match about $480,942 at 4% or $320,628 at 6%.
Shelton Associates Inc. Defined Benefit Pension Plan & Trust-3$302,189$115,426$38,475iApproximate average salary by contribution assumption: employee only about $961,883 at 4% or $641,256 at 6%; with 50% employer match about $641,256 at 4% or $427,504 at 6%; with 100% employer match about $480,942 at 4% or $320,628 at 6%.
200112$201,646$116,066$58,033iApproximate average salary by contribution assumption: employee only about $1,450,825 at 4% or $967,217 at 6%; with 50% employer match about $967,217 at 4% or $644,811 at 6%; with 100% employer match about $725,413 at 4% or $483,608 at 6%.
Shelton Associates Inc. Defined Benefit Pension Plan & Trust-2$201,646$116,066$58,033iApproximate average salary by contribution assumption: employee only about $1,450,825 at 4% or $967,217 at 6%; with 50% employer match about $967,217 at 4% or $644,811 at 6%; with 100% employer match about $725,413 at 4% or $483,608 at 6%.
200012$92,627$51,945$25,973iApproximate average salary by contribution assumption: employee only about $649,313 at 4% or $432,875 at 6%; with 50% employer match about $432,875 at 4% or $288,583 at 6%; with 100% employer match about $324,656 at 4% or $216,438 at 6%.
Shelton Associates Inc. Defined Benefit Pension Plan & Trust-2$92,627$51,945$25,973iApproximate average salary by contribution assumption: employee only about $649,313 at 4% or $432,875 at 6%; with 50% employer match about $432,875 at 4% or $288,583 at 6%; with 100% employer match about $324,656 at 4% or $216,438 at 6%.
199912$50,095$50,095$25,048iApproximate average salary by contribution assumption: employee only about $626,188 at 4% or $417,458 at 6%; with 50% employer match about $417,458 at 4% or $278,306 at 6%; with 100% employer match about $313,094 at 4% or $208,729 at 6%.
Shelton Associates Inc. Defined Benefit Pension Plan & Trust-2$50,095$50,095$25,048iApproximate average salary by contribution assumption: employee only about $626,188 at 4% or $417,458 at 6%; with 50% employer match about $417,458 at 4% or $278,306 at 6%; with 100% employer match about $313,094 at 4% or $208,729 at 6%.