Civic Intelligence

Shelton & Valadez

Plan context: Shelton & Valadez 401K Profit Sharing Plan

EIN 74-2658137 • San Antonio, TX • 26 filings • 3 plans

600 Navarro, Suite 500San Antonio, TX 78205-1860
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$3,160,454

2024 Contributions

$166,505

Historical Graphs

Total Assets Over Time

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

$9,034,838$4,517,419$0199920132023YearValue
$3,160,454Latest year 2023

Participants Over Time

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

38190199920112023YearValue
24Latest year 2023

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
202410$0$0-
Shelton & Valadez 401K Profit Sharing Plan-0$0--
2023124$3,160,454$166,505$6,938iApproximate average salary by contribution assumption: employee only about $173,443 at 4% or $115,628 at 6%; with 50% employer match about $115,628 at 4% or $77,086 at 6%; with 100% employer match about $86,721 at 4% or $57,814 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-24$3,160,454$166,505$6,938iApproximate average salary by contribution assumption: employee only about $173,443 at 4% or $115,628 at 6%; with 50% employer match about $115,628 at 4% or $77,086 at 6%; with 100% employer match about $86,721 at 4% or $57,814 at 6%.
2022125$3,190,431$31,871$1,275iApproximate average salary by contribution assumption: employee only about $31,871 at 4% or $21,247 at 6%; with 50% employer match about $21,247 at 4% or $14,165 at 6%; with 100% employer match about $15,935 at 4% or $10,624 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-25$3,190,431$31,871$1,275iApproximate average salary by contribution assumption: employee only about $31,871 at 4% or $21,247 at 6%; with 50% employer match about $21,247 at 4% or $14,165 at 6%; with 100% employer match about $15,935 at 4% or $10,624 at 6%.
2021126$6,144,129$204,676$7,872iApproximate average salary by contribution assumption: employee only about $196,804 at 4% or $131,203 at 6%; with 50% employer match about $131,203 at 4% or $87,468 at 6%; with 100% employer match about $98,402 at 4% or $65,601 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-26$6,144,129$204,676$7,872iApproximate average salary by contribution assumption: employee only about $196,804 at 4% or $131,203 at 6%; with 50% employer match about $131,203 at 4% or $87,468 at 6%; with 100% employer match about $98,402 at 4% or $65,601 at 6%.
2020124$9,034,838$132,831$5,535iApproximate average salary by contribution assumption: employee only about $138,366 at 4% or $92,244 at 6%; with 50% employer match about $92,244 at 4% or $61,496 at 6%; with 100% employer match about $69,183 at 4% or $46,122 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-24$9,034,838$132,831$5,535iApproximate average salary by contribution assumption: employee only about $138,366 at 4% or $92,244 at 6%; with 50% employer match about $92,244 at 4% or $61,496 at 6%; with 100% employer match about $69,183 at 4% or $46,122 at 6%.
2019130$8,392,451$23,731$791iApproximate average salary by contribution assumption: employee only about $19,776 at 4% or $13,184 at 6%; with 50% employer match about $13,184 at 4% or $8,789 at 6%; with 100% employer match about $9,888 at 4% or $6,592 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-30$8,392,451$23,731$791iApproximate average salary by contribution assumption: employee only about $19,776 at 4% or $13,184 at 6%; with 50% employer match about $13,184 at 4% or $8,789 at 6%; with 100% employer match about $9,888 at 4% or $6,592 at 6%.
2018129$6,859,180$228,097$7,865iApproximate average salary by contribution assumption: employee only about $196,635 at 4% or $131,090 at 6%; with 50% employer match about $131,090 at 4% or $87,393 at 6%; with 100% employer match about $98,318 at 4% or $65,545 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-29$6,859,180$228,097$7,865iApproximate average salary by contribution assumption: employee only about $196,635 at 4% or $131,090 at 6%; with 50% employer match about $131,090 at 4% or $87,393 at 6%; with 100% employer match about $98,318 at 4% or $65,545 at 6%.
2017130$8,476,990$218,811$7,294iApproximate average salary by contribution assumption: employee only about $182,343 at 4% or $121,562 at 6%; with 50% employer match about $121,562 at 4% or $81,041 at 6%; with 100% employer match about $91,171 at 4% or $60,781 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-30$8,476,990$218,811$7,294iApproximate average salary by contribution assumption: employee only about $182,343 at 4% or $121,562 at 6%; with 50% employer match about $121,562 at 4% or $81,041 at 6%; with 100% employer match about $91,171 at 4% or $60,781 at 6%.
2016129$6,911,935$203,353$7,012iApproximate average salary by contribution assumption: employee only about $175,304 at 4% or $116,870 at 6%; with 50% employer match about $116,870 at 4% or $77,913 at 6%; with 100% employer match about $87,652 at 4% or $58,435 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-29$6,911,935$203,353$7,012iApproximate average salary by contribution assumption: employee only about $175,304 at 4% or $116,870 at 6%; with 50% employer match about $116,870 at 4% or $77,913 at 6%; with 100% employer match about $87,652 at 4% or $58,435 at 6%.
2015133$6,231,206$208,418$6,316iApproximate average salary by contribution assumption: employee only about $157,892 at 4% or $105,262 at 6%; with 50% employer match about $105,262 at 4% or $70,174 at 6%; with 100% employer match about $78,946 at 4% or $52,631 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-33$6,231,206$208,418$6,316iApproximate average salary by contribution assumption: employee only about $157,892 at 4% or $105,262 at 6%; with 50% employer match about $105,262 at 4% or $70,174 at 6%; with 100% employer match about $78,946 at 4% or $52,631 at 6%.
2014134$6,157,757$188,155$5,534iApproximate average salary by contribution assumption: employee only about $138,349 at 4% or $92,233 at 6%; with 50% employer match about $92,233 at 4% or $61,489 at 6%; with 100% employer match about $69,175 at 4% or $46,116 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-34$6,157,757$188,155$5,534iApproximate average salary by contribution assumption: employee only about $138,349 at 4% or $92,233 at 6%; with 50% employer match about $92,233 at 4% or $61,489 at 6%; with 100% employer match about $69,175 at 4% or $46,116 at 6%.
2013131$5,726,892$212,764$6,863iApproximate average salary by contribution assumption: employee only about $171,584 at 4% or $114,389 at 6%; with 50% employer match about $114,389 at 4% or $76,259 at 6%; with 100% employer match about $85,792 at 4% or $57,195 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-31$5,726,892$212,764$6,863iApproximate average salary by contribution assumption: employee only about $171,584 at 4% or $114,389 at 6%; with 50% employer match about $114,389 at 4% or $76,259 at 6%; with 100% employer match about $85,792 at 4% or $57,195 at 6%.
2012136$4,484,674$185,314$5,148iApproximate average salary by contribution assumption: employee only about $128,690 at 4% or $85,794 at 6%; with 50% employer match about $85,794 at 4% or $57,196 at 6%; with 100% employer match about $64,345 at 4% or $42,897 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-36$4,484,674$185,314$5,148iApproximate average salary by contribution assumption: employee only about $128,690 at 4% or $85,794 at 6%; with 50% employer match about $85,794 at 4% or $57,196 at 6%; with 100% employer match about $64,345 at 4% or $42,897 at 6%.
2011138$4,026,880$357,893$9,418iApproximate average salary by contribution assumption: employee only about $235,456 at 4% or $156,971 at 6%; with 50% employer match about $156,971 at 4% or $104,647 at 6%; with 100% employer match about $117,728 at 4% or $78,485 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-38$4,026,880$357,893$9,418iApproximate average salary by contribution assumption: employee only about $235,456 at 4% or $156,971 at 6%; with 50% employer match about $156,971 at 4% or $104,647 at 6%; with 100% employer match about $117,728 at 4% or $78,485 at 6%.
2010133$3,853,265$367,048$11,123iApproximate average salary by contribution assumption: employee only about $278,067 at 4% or $185,378 at 6%; with 50% employer match about $185,378 at 4% or $123,585 at 6%; with 100% employer match about $139,033 at 4% or $92,689 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-33$3,853,265$367,048$11,123iApproximate average salary by contribution assumption: employee only about $278,067 at 4% or $185,378 at 6%; with 50% employer match about $185,378 at 4% or $123,585 at 6%; with 100% employer match about $139,033 at 4% or $92,689 at 6%.
2009134$3,115,455$366,640$10,784iApproximate average salary by contribution assumption: employee only about $269,588 at 4% or $179,725 at 6%; with 50% employer match about $179,725 at 4% or $119,817 at 6%; with 100% employer match about $134,794 at 4% or $89,863 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-34$3,115,455$366,640$10,784iApproximate average salary by contribution assumption: employee only about $269,588 at 4% or $179,725 at 6%; with 50% employer match about $179,725 at 4% or $119,817 at 6%; with 100% employer match about $134,794 at 4% or $89,863 at 6%.
2008119$0$0-
Shelton & Valadez 401K Profit Sharing Plan-19---
2007121$0$0-
Shelton & Valadez 401K Profit Sharing Plan-21---
2006120$2,232,381$326,257$16,313iApproximate average salary by contribution assumption: employee only about $407,821 at 4% or $271,881 at 6%; with 50% employer match about $271,881 at 4% or $181,254 at 6%; with 100% employer match about $203,911 at 4% or $135,940 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-20$2,232,381$326,257$16,313iApproximate average salary by contribution assumption: employee only about $407,821 at 4% or $271,881 at 6%; with 50% employer match about $271,881 at 4% or $181,254 at 6%; with 100% employer match about $203,911 at 4% or $135,940 at 6%.
2005125$1,740,957$318,037$12,721iApproximate average salary by contribution assumption: employee only about $318,037 at 4% or $212,025 at 6%; with 50% employer match about $212,025 at 4% or $141,350 at 6%; with 100% employer match about $159,019 at 4% or $106,012 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-25$1,740,957$318,037$12,721iApproximate average salary by contribution assumption: employee only about $318,037 at 4% or $212,025 at 6%; with 50% employer match about $212,025 at 4% or $141,350 at 6%; with 100% employer match about $159,019 at 4% or $106,012 at 6%.
2004122$1,347,394$279,000$12,682iApproximate average salary by contribution assumption: employee only about $317,045 at 4% or $211,364 at 6%; with 50% employer match about $211,364 at 4% or $140,909 at 6%; with 100% employer match about $158,523 at 4% or $105,682 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-22$1,347,394$279,000$12,682iApproximate average salary by contribution assumption: employee only about $317,045 at 4% or $211,364 at 6%; with 50% employer match about $211,364 at 4% or $140,909 at 6%; with 100% employer match about $158,523 at 4% or $105,682 at 6%.
2003120$1,007,105$234,915$11,746iApproximate average salary by contribution assumption: employee only about $293,644 at 4% or $195,763 at 6%; with 50% employer match about $195,763 at 4% or $130,508 at 6%; with 100% employer match about $146,822 at 4% or $97,881 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-20$1,007,105$234,915$11,746iApproximate average salary by contribution assumption: employee only about $293,644 at 4% or $195,763 at 6%; with 50% employer match about $195,763 at 4% or $130,508 at 6%; with 100% employer match about $146,822 at 4% or $97,881 at 6%.
2002116$633,049$108,417$6,776iApproximate average salary by contribution assumption: employee only about $169,402 at 4% or $112,934 at 6%; with 50% employer match about $112,934 at 4% or $75,290 at 6%; with 100% employer match about $84,701 at 4% or $56,467 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-16$633,049$108,417$6,776iApproximate average salary by contribution assumption: employee only about $169,402 at 4% or $112,934 at 6%; with 50% employer match about $112,934 at 4% or $75,290 at 6%; with 100% employer match about $84,701 at 4% or $56,467 at 6%.
2001115$0$0-
Shelton & Valadez 401K Profit Sharing Plan-15---
2000114$672,508$58,709$4,194iApproximate average salary by contribution assumption: employee only about $104,838 at 4% or $69,892 at 6%; with 50% employer match about $69,892 at 4% or $46,594 at 6%; with 100% employer match about $52,419 at 4% or $34,946 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-14$672,508$58,709$4,194iApproximate average salary by contribution assumption: employee only about $104,838 at 4% or $69,892 at 6%; with 50% employer match about $69,892 at 4% or $46,594 at 6%; with 100% employer match about $52,419 at 4% or $34,946 at 6%.
1999112$655,464$41,874$3,490iApproximate average salary by contribution assumption: employee only about $87,238 at 4% or $58,158 at 6%; with 50% employer match about $58,158 at 4% or $38,772 at 6%; with 100% employer match about $43,619 at 4% or $29,079 at 6%.
Shelton & Valadez 401K Profit Sharing Plan-12$655,464$41,874$3,490iApproximate average salary by contribution assumption: employee only about $87,238 at 4% or $58,158 at 6%; with 50% employer match about $58,158 at 4% or $38,772 at 6%; with 100% employer match about $43,619 at 4% or $29,079 at 6%.