Bush Rudnicki Shelton PC.
Plan context: Bush, Hurlbut & Morrison PC. Simple 401K Plan
EIN 75-2056398 • Arlington, TX • 30 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
39
2024 Assets
$7,865,599
2024 Contributions
$614,440
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 39 | $7,865,599 | $614,440 | $15,755iApproximate average salary by contribution assumption: employee only about $393,872 at 4% or $262,581 at 6%; with 50% employer match about $262,581 at 4% or $175,054 at 6%; with 100% employer match about $196,936 at 4% or $131,291 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 39 | $6,371,317 | $364,440 | $9,345iApproximate average salary by contribution assumption: employee only about $233,615 at 4% or $155,744 at 6%; with 50% employer match about $155,744 at 4% or $103,829 at 6%; with 100% employer match about $116,808 at 4% or $77,872 at 6%. |
| Bush Rudnicki Shelton PC. Cash Balance Plan | - | 16 | $1,494,282 | $250,000 | $15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%. |
| 2023 | 2 | 33 | $6,397,488 | $587,692 | $17,809iApproximate average salary by contribution assumption: employee only about $445,221 at 4% or $296,814 at 6%; with 50% employer match about $296,814 at 4% or $197,876 at 6%; with 100% employer match about $222,611 at 4% or $148,407 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 33 | $5,244,987 | $297,223 | $9,007iApproximate average salary by contribution assumption: employee only about $225,169 at 4% or $150,113 at 6%; with 50% employer match about $150,113 at 4% or $100,075 at 6%; with 100% employer match about $112,584 at 4% or $75,056 at 6%. |
| Bush Rudnicki Shelton PC. Cash Balance Plan | - | 17 | $1,152,501 | $290,469 | $17,086iApproximate average salary by contribution assumption: employee only about $427,160 at 4% or $284,774 at 6%; with 50% employer match about $284,774 at 4% or $189,849 at 6%; with 100% employer match about $213,580 at 4% or $142,387 at 6%. |
| 2022 | 2 | 28 | $4,918,837 | $562,855 | $20,102iApproximate average salary by contribution assumption: employee only about $502,549 at 4% or $335,033 at 6%; with 50% employer match about $335,033 at 4% or $223,355 at 6%; with 100% employer match about $251,275 at 4% or $167,516 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 28 | $4,156,314 | $282,944 | $10,105iApproximate average salary by contribution assumption: employee only about $252,629 at 4% or $168,419 at 6%; with 50% employer match about $168,419 at 4% or $112,279 at 6%; with 100% employer match about $126,314 at 4% or $84,210 at 6%. |
| Bush Rudnicki Shelton PC. Cash Balance Plan | - | 13 | $762,523 | $279,911 | $21,532iApproximate average salary by contribution assumption: employee only about $538,290 at 4% or $358,860 at 6%; with 50% employer match about $358,860 at 4% or $239,240 at 6%; with 100% employer match about $269,145 at 4% or $179,430 at 6%. |
| 2021 | 2 | 27 | $5,566,866 | $550,221 | $20,379iApproximate average salary by contribution assumption: employee only about $509,464 at 4% or $339,643 at 6%; with 50% employer match about $339,643 at 4% or $226,428 at 6%; with 100% employer match about $254,732 at 4% or $169,821 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 27 | $5,013,539 | $272,961 | $10,110iApproximate average salary by contribution assumption: employee only about $252,742 at 4% or $168,494 at 6%; with 50% employer match about $168,494 at 4% or $112,330 at 6%; with 100% employer match about $126,371 at 4% or $84,247 at 6%. |
| Bush Rudnicki Shelton PC. Cash Balance Plan | - | 11 | $553,327 | $277,260 | $25,205iApproximate average salary by contribution assumption: employee only about $630,136 at 4% or $420,091 at 6%; with 50% employer match about $420,091 at 4% or $280,061 at 6%; with 100% employer match about $315,068 at 4% or $210,045 at 6%. |
| 2020 | 2 | 22 | $4,448,073 | $498,062 | $22,639iApproximate average salary by contribution assumption: employee only about $565,980 at 4% or $377,320 at 6%; with 50% employer match about $377,320 at 4% or $251,546 at 6%; with 100% employer match about $282,990 at 4% or $188,660 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 22 | $4,177,927 | $227,916 | $10,360iApproximate average salary by contribution assumption: employee only about $258,995 at 4% or $172,664 at 6%; with 50% employer match about $172,664 at 4% or $115,109 at 6%; with 100% employer match about $129,498 at 4% or $86,332 at 6%. |
| Bush Rudnicki Shelton PC. Cash Balance Plan | - | 7 | $270,146 | $270,146 | $38,592iApproximate average salary by contribution assumption: employee only about $964,807 at 4% or $643,205 at 6%; with 50% employer match about $643,205 at 4% or $428,803 at 6%; with 100% employer match about $482,404 at 4% or $321,602 at 6%. |
| 2019 | 1 | 24 | $3,373,911 | $108,928 | $4,539iApproximate average salary by contribution assumption: employee only about $113,467 at 4% or $75,644 at 6%; with 50% employer match about $75,644 at 4% or $50,430 at 6%; with 100% employer match about $56,733 at 4% or $37,822 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 24 | $3,373,911 | $108,928 | $4,539iApproximate average salary by contribution assumption: employee only about $113,467 at 4% or $75,644 at 6%; with 50% employer match about $75,644 at 4% or $50,430 at 6%; with 100% employer match about $56,733 at 4% or $37,822 at 6%. |
| 2018 | 1 | 20 | $2,692,567 | $68,348 | $3,417iApproximate average salary by contribution assumption: employee only about $85,435 at 4% or $56,957 at 6%; with 50% employer match about $56,957 at 4% or $37,971 at 6%; with 100% employer match about $42,718 at 4% or $28,478 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 20 | $2,692,567 | $68,348 | $3,417iApproximate average salary by contribution assumption: employee only about $85,435 at 4% or $56,957 at 6%; with 50% employer match about $56,957 at 4% or $37,971 at 6%; with 100% employer match about $42,718 at 4% or $28,478 at 6%. |
| 2017 | 1 | 21 | $2,824,694 | $72,871 | $3,470iApproximate average salary by contribution assumption: employee only about $86,751 at 4% or $57,834 at 6%; with 50% employer match about $57,834 at 4% or $38,556 at 6%; with 100% employer match about $43,376 at 4% or $28,917 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 21 | $2,824,694 | $72,871 | $3,470iApproximate average salary by contribution assumption: employee only about $86,751 at 4% or $57,834 at 6%; with 50% employer match about $57,834 at 4% or $38,556 at 6%; with 100% employer match about $43,376 at 4% or $28,917 at 6%. |
| 2016 | 1 | 19 | $2,772,634 | $90,682 | $4,773iApproximate average salary by contribution assumption: employee only about $119,318 at 4% or $79,546 at 6%; with 50% employer match about $79,546 at 4% or $53,030 at 6%; with 100% employer match about $59,659 at 4% or $39,773 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 19 | $2,772,634 | $90,682 | $4,773iApproximate average salary by contribution assumption: employee only about $119,318 at 4% or $79,546 at 6%; with 50% employer match about $79,546 at 4% or $53,030 at 6%; with 100% employer match about $59,659 at 4% or $39,773 at 6%. |
| 2015 | 1 | 20 | $2,461,489 | $97,138 | $4,857iApproximate average salary by contribution assumption: employee only about $121,422 at 4% or $80,948 at 6%; with 50% employer match about $80,948 at 4% or $53,966 at 6%; with 100% employer match about $60,711 at 4% or $40,474 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 20 | $2,461,489 | $97,138 | $4,857iApproximate average salary by contribution assumption: employee only about $121,422 at 4% or $80,948 at 6%; with 50% employer match about $80,948 at 4% or $53,966 at 6%; with 100% employer match about $60,711 at 4% or $40,474 at 6%. |
| 2014 | 1 | 19 | $2,395,239 | $239,713 | $12,616iApproximate average salary by contribution assumption: employee only about $315,412 at 4% or $210,275 at 6%; with 50% employer match about $210,275 at 4% or $140,183 at 6%; with 100% employer match about $157,706 at 4% or $105,137 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 19 | $2,395,239 | $239,713 | $12,616iApproximate average salary by contribution assumption: employee only about $315,412 at 4% or $210,275 at 6%; with 50% employer match about $210,275 at 4% or $140,183 at 6%; with 100% employer match about $157,706 at 4% or $105,137 at 6%. |
| 2013 | 1 | 17 | $2,019,434 | $72,212 | $4,248iApproximate average salary by contribution assumption: employee only about $106,194 at 4% or $70,796 at 6%; with 50% employer match about $70,796 at 4% or $47,197 at 6%; with 100% employer match about $53,097 at 4% or $35,398 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 17 | $2,019,434 | $72,212 | $4,248iApproximate average salary by contribution assumption: employee only about $106,194 at 4% or $70,796 at 6%; with 50% employer match about $70,796 at 4% or $47,197 at 6%; with 100% employer match about $53,097 at 4% or $35,398 at 6%. |
| 2012 | 1 | 20 | $1,847,648 | $85,609 | $4,280iApproximate average salary by contribution assumption: employee only about $107,011 at 4% or $71,341 at 6%; with 50% employer match about $71,341 at 4% or $47,561 at 6%; with 100% employer match about $53,506 at 4% or $35,670 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 20 | $1,847,648 | $85,609 | $4,280iApproximate average salary by contribution assumption: employee only about $107,011 at 4% or $71,341 at 6%; with 50% employer match about $71,341 at 4% or $47,561 at 6%; with 100% employer match about $53,506 at 4% or $35,670 at 6%. |
| 2011 | 1 | 22 | $1,734,338 | $44,582 | $2,026iApproximate average salary by contribution assumption: employee only about $50,661 at 4% or $33,774 at 6%; with 50% employer match about $33,774 at 4% or $22,516 at 6%; with 100% employer match about $25,331 at 4% or $16,887 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 22 | $1,734,338 | $44,582 | $2,026iApproximate average salary by contribution assumption: employee only about $50,661 at 4% or $33,774 at 6%; with 50% employer match about $33,774 at 4% or $22,516 at 6%; with 100% employer match about $25,331 at 4% or $16,887 at 6%. |
| 2010 | 1 | 22 | $1,606,045 | $126,230 | $5,738iApproximate average salary by contribution assumption: employee only about $143,443 at 4% or $95,629 at 6%; with 50% employer match about $95,629 at 4% or $63,753 at 6%; with 100% employer match about $71,722 at 4% or $47,814 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 22 | $1,606,045 | $126,230 | $5,738iApproximate average salary by contribution assumption: employee only about $143,443 at 4% or $95,629 at 6%; with 50% employer match about $95,629 at 4% or $63,753 at 6%; with 100% employer match about $71,722 at 4% or $47,814 at 6%. |
| 2009 | 1 | 23 | $1,326,225 | $169,138 | $7,354iApproximate average salary by contribution assumption: employee only about $183,846 at 4% or $122,564 at 6%; with 50% employer match about $122,564 at 4% or $81,709 at 6%; with 100% employer match about $91,923 at 4% or $61,282 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 23 | $1,326,225 | $169,138 | $7,354iApproximate average salary by contribution assumption: employee only about $183,846 at 4% or $122,564 at 6%; with 50% employer match about $122,564 at 4% or $81,709 at 6%; with 100% employer match about $91,923 at 4% or $61,282 at 6%. |
| 2008 | 1 | 15 | $959,904 | $164,483 | $10,966iApproximate average salary by contribution assumption: employee only about $274,138 at 4% or $182,759 at 6%; with 50% employer match about $182,759 at 4% or $121,839 at 6%; with 100% employer match about $137,069 at 4% or $91,379 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 15 | $959,904 | $164,483 | $10,966iApproximate average salary by contribution assumption: employee only about $274,138 at 4% or $182,759 at 6%; with 50% employer match about $182,759 at 4% or $121,839 at 6%; with 100% employer match about $137,069 at 4% or $91,379 at 6%. |
| 2007 | 1 | 11 | $1,152,510 | $144,560 | $13,142iApproximate average salary by contribution assumption: employee only about $328,545 at 4% or $219,030 at 6%; with 50% employer match about $219,030 at 4% or $146,020 at 6%; with 100% employer match about $164,273 at 4% or $109,515 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 11 | $1,152,510 | $144,560 | $13,142iApproximate average salary by contribution assumption: employee only about $328,545 at 4% or $219,030 at 6%; with 50% employer match about $219,030 at 4% or $146,020 at 6%; with 100% employer match about $164,273 at 4% or $109,515 at 6%. |
| 2006 | 1 | 16 | $1,116,650 | $167,686 | $10,480iApproximate average salary by contribution assumption: employee only about $262,009 at 4% or $174,673 at 6%; with 50% employer match about $174,673 at 4% or $116,449 at 6%; with 100% employer match about $131,005 at 4% or $87,336 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 16 | $1,116,650 | $167,686 | $10,480iApproximate average salary by contribution assumption: employee only about $262,009 at 4% or $174,673 at 6%; with 50% employer match about $174,673 at 4% or $116,449 at 6%; with 100% employer match about $131,005 at 4% or $87,336 at 6%. |
| 2005 | 1 | 16 | $926,915 | $126,736 | $7,921iApproximate average salary by contribution assumption: employee only about $198,025 at 4% or $132,017 at 6%; with 50% employer match about $132,017 at 4% or $88,011 at 6%; with 100% employer match about $99,013 at 4% or $66,008 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 16 | $926,915 | $126,736 | $7,921iApproximate average salary by contribution assumption: employee only about $198,025 at 4% or $132,017 at 6%; with 50% employer match about $132,017 at 4% or $88,011 at 6%; with 100% employer match about $99,013 at 4% or $66,008 at 6%. |
| 2004 | 1 | 14 | $788,747 | $148,037 | $10,574iApproximate average salary by contribution assumption: employee only about $264,352 at 4% or $176,235 at 6%; with 50% employer match about $176,235 at 4% or $117,490 at 6%; with 100% employer match about $132,176 at 4% or $88,117 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 14 | $788,747 | $148,037 | $10,574iApproximate average salary by contribution assumption: employee only about $264,352 at 4% or $176,235 at 6%; with 50% employer match about $176,235 at 4% or $117,490 at 6%; with 100% employer match about $132,176 at 4% or $88,117 at 6%. |
| 2003 | 1 | 15 | $587,481 | $136,042 | $9,069iApproximate average salary by contribution assumption: employee only about $226,737 at 4% or $151,158 at 6%; with 50% employer match about $151,158 at 4% or $100,772 at 6%; with 100% employer match about $113,368 at 4% or $75,579 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 15 | $587,481 | $136,042 | $9,069iApproximate average salary by contribution assumption: employee only about $226,737 at 4% or $151,158 at 6%; with 50% employer match about $151,158 at 4% or $100,772 at 6%; with 100% employer match about $113,368 at 4% or $75,579 at 6%. |
| 2002 | 1 | 18 | $0 | $0 | - |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 18 | - | - | - |
| 2001 | 1 | 15 | $0 | $0 | - |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 15 | - | - | - |
| 1999 | 1 | 16 | $417,136 | $40,901 | $2,556iApproximate average salary by contribution assumption: employee only about $63,908 at 4% or $42,605 at 6%; with 50% employer match about $42,605 at 4% or $28,403 at 6%; with 100% employer match about $31,954 at 4% or $21,303 at 6%. |
| Bush, Hurlbut & Morrison PC. Simple 401K Plan | - | 16 | $417,136 | $40,901 | $2,556iApproximate average salary by contribution assumption: employee only about $63,908 at 4% or $42,605 at 6%; with 50% employer match about $42,605 at 4% or $28,403 at 6%; with 100% employer match about $31,954 at 4% or $21,303 at 6%. |