Civic Intelligence

J Shelton Associates Inc.

Plan context: Shelton Group 401(K) Plan

EIN 75-2530298 • Dallas, TX • 21 filings • 2 plans

12400 Coit RdSuite 650Dallas, TX 75251-2070
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$3,136,082

2024 Contributions

$193,372

Historical Graphs

Total Assets Over Time

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

$3,136,082$1,568,041$0199920152024YearValue
$3,136,082Latest year 2024

Participants Over Time

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

33170199920142024YearValue
20Latest 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
2024120$3,136,082$193,372$9,669iApproximate average salary by contribution assumption: employee only about $241,715 at 4% or $161,143 at 6%; with 50% employer match about $161,143 at 4% or $107,429 at 6%; with 100% employer match about $120,858 at 4% or $80,572 at 6%.
Shelton Group 401(K) Plan-20$3,136,082$193,372$9,669iApproximate average salary by contribution assumption: employee only about $241,715 at 4% or $161,143 at 6%; with 50% employer match about $161,143 at 4% or $107,429 at 6%; with 100% employer match about $120,858 at 4% or $80,572 at 6%.
2023118$2,626,085$171,805$9,545iApproximate average salary by contribution assumption: employee only about $238,618 at 4% or $159,079 at 6%; with 50% employer match about $159,079 at 4% or $106,052 at 6%; with 100% employer match about $119,309 at 4% or $79,539 at 6%.
Shelton Group 401(K) Plan-18$2,626,085$171,805$9,545iApproximate average salary by contribution assumption: employee only about $238,618 at 4% or $159,079 at 6%; with 50% employer match about $159,079 at 4% or $106,052 at 6%; with 100% employer match about $119,309 at 4% or $79,539 at 6%.
2022122$2,146,698$183,993$8,363iApproximate average salary by contribution assumption: employee only about $209,083 at 4% or $139,389 at 6%; with 50% employer match about $139,389 at 4% or $92,926 at 6%; with 100% employer match about $104,541 at 4% or $69,694 at 6%.
Shelton Group 401(K) Plan-22$2,146,698$183,993$8,363iApproximate average salary by contribution assumption: employee only about $209,083 at 4% or $139,389 at 6%; with 50% employer match about $139,389 at 4% or $92,926 at 6%; with 100% employer match about $104,541 at 4% or $69,694 at 6%.
2021125$2,797,803$158,479$6,339iApproximate average salary by contribution assumption: employee only about $158,479 at 4% or $105,653 at 6%; with 50% employer match about $105,653 at 4% or $70,435 at 6%; with 100% employer match about $79,240 at 4% or $52,826 at 6%.
Shelton Group 401(K) Plan-25$2,797,803$158,479$6,339iApproximate average salary by contribution assumption: employee only about $158,479 at 4% or $105,653 at 6%; with 50% employer match about $105,653 at 4% or $70,435 at 6%; with 100% employer match about $79,240 at 4% or $52,826 at 6%.
2020120$2,372,540$159,015$7,951iApproximate average salary by contribution assumption: employee only about $198,769 at 4% or $132,513 at 6%; with 50% employer match about $132,513 at 4% or $88,342 at 6%; with 100% employer match about $99,384 at 4% or $66,256 at 6%.
Shelton Group 401(K) Plan-20$2,372,540$159,015$7,951iApproximate average salary by contribution assumption: employee only about $198,769 at 4% or $132,513 at 6%; with 50% employer match about $132,513 at 4% or $88,342 at 6%; with 100% employer match about $99,384 at 4% or $66,256 at 6%.
2019120$1,944,242$153,996$7,700iApproximate average salary by contribution assumption: employee only about $192,495 at 4% or $128,330 at 6%; with 50% employer match about $128,330 at 4% or $85,553 at 6%; with 100% employer match about $96,248 at 4% or $64,165 at 6%.
Shelton Group 401(K) Plan-20$1,944,242$153,996$7,700iApproximate average salary by contribution assumption: employee only about $192,495 at 4% or $128,330 at 6%; with 50% employer match about $128,330 at 4% or $85,553 at 6%; with 100% employer match about $96,248 at 4% or $64,165 at 6%.
2018119$1,456,852$129,324$6,807iApproximate average salary by contribution assumption: employee only about $170,163 at 4% or $113,442 at 6%; with 50% employer match about $113,442 at 4% or $75,628 at 6%; with 100% employer match about $85,082 at 4% or $56,721 at 6%.
Shelton Group 401(K) Plan-19$1,456,852$129,324$6,807iApproximate average salary by contribution assumption: employee only about $170,163 at 4% or $113,442 at 6%; with 50% employer match about $113,442 at 4% or $75,628 at 6%; with 100% employer match about $85,082 at 4% or $56,721 at 6%.
2017120$1,486,440$106,389$5,319iApproximate average salary by contribution assumption: employee only about $132,986 at 4% or $88,658 at 6%; with 50% employer match about $88,658 at 4% or $59,105 at 6%; with 100% employer match about $66,493 at 4% or $44,329 at 6%.
Shelton Group 401(K) Plan-20$1,486,440$106,389$5,319iApproximate average salary by contribution assumption: employee only about $132,986 at 4% or $88,658 at 6%; with 50% employer match about $88,658 at 4% or $59,105 at 6%; with 100% employer match about $66,493 at 4% or $44,329 at 6%.
2016118$1,368,086$88,226$4,901iApproximate average salary by contribution assumption: employee only about $122,536 at 4% or $81,691 at 6%; with 50% employer match about $81,691 at 4% or $54,460 at 6%; with 100% employer match about $61,268 at 4% or $40,845 at 6%.
Shelton Group 401(K) Plan-18$1,368,086$88,226$4,901iApproximate average salary by contribution assumption: employee only about $122,536 at 4% or $81,691 at 6%; with 50% employer match about $81,691 at 4% or $54,460 at 6%; with 100% employer match about $61,268 at 4% or $40,845 at 6%.
2015119$1,232,497$93,046$4,897iApproximate average salary by contribution assumption: employee only about $122,429 at 4% or $81,619 at 6%; with 50% employer match about $81,619 at 4% or $54,413 at 6%; with 100% employer match about $61,214 at 4% or $40,810 at 6%.
Shelton Group 401(K) Plan-19$1,232,497$93,046$4,897iApproximate average salary by contribution assumption: employee only about $122,429 at 4% or $81,619 at 6%; with 50% employer match about $81,619 at 4% or $54,413 at 6%; with 100% employer match about $61,214 at 4% or $40,810 at 6%.
2014118$1,163,921$97,430$5,413iApproximate average salary by contribution assumption: employee only about $135,319 at 4% or $90,213 at 6%; with 50% employer match about $90,213 at 4% or $60,142 at 6%; with 100% employer match about $67,660 at 4% or $45,106 at 6%.
Shelton Group 401(K) Plan-18$1,163,921$97,430$5,413iApproximate average salary by contribution assumption: employee only about $135,319 at 4% or $90,213 at 6%; with 50% employer match about $90,213 at 4% or $60,142 at 6%; with 100% employer match about $67,660 at 4% or $45,106 at 6%.
2013120$1,099,684$126,248$6,312iApproximate average salary by contribution assumption: employee only about $157,810 at 4% or $105,207 at 6%; with 50% employer match about $105,207 at 4% or $70,138 at 6%; with 100% employer match about $78,905 at 4% or $52,603 at 6%.
Shelton Group 401(K) Plan-20$1,099,684$126,248$6,312iApproximate average salary by contribution assumption: employee only about $157,810 at 4% or $105,207 at 6%; with 50% employer match about $105,207 at 4% or $70,138 at 6%; with 100% employer match about $78,905 at 4% or $52,603 at 6%.
2012123$1,087,609$87,402$3,800iApproximate average salary by contribution assumption: employee only about $95,002 at 4% or $63,335 at 6%; with 50% employer match about $63,335 at 4% or $42,223 at 6%; with 100% employer match about $47,501 at 4% or $31,667 at 6%.
Shelton Group 401(K) Plan-23$1,087,609$87,402$3,800iApproximate average salary by contribution assumption: employee only about $95,002 at 4% or $63,335 at 6%; with 50% employer match about $63,335 at 4% or $42,223 at 6%; with 100% employer match about $47,501 at 4% or $31,667 at 6%.
2011122$1,004,963$86,507$3,932iApproximate average salary by contribution assumption: employee only about $98,303 at 4% or $65,536 at 6%; with 50% employer match about $65,536 at 4% or $43,690 at 6%; with 100% employer match about $49,152 at 4% or $32,768 at 6%.
Shelton Group 401(K) Plan-22$1,004,963$86,507$3,932iApproximate average salary by contribution assumption: employee only about $98,303 at 4% or $65,536 at 6%; with 50% employer match about $65,536 at 4% or $43,690 at 6%; with 100% employer match about $49,152 at 4% or $32,768 at 6%.
2010123$961,046$65,165$2,833iApproximate average salary by contribution assumption: employee only about $70,832 at 4% or $47,221 at 6%; with 50% employer match about $47,221 at 4% or $31,481 at 6%; with 100% employer match about $35,416 at 4% or $23,611 at 6%.
Shelton Group 401(K) Plan-23$961,046$65,165$2,833iApproximate average salary by contribution assumption: employee only about $70,832 at 4% or $47,221 at 6%; with 50% employer match about $47,221 at 4% or $31,481 at 6%; with 100% employer match about $35,416 at 4% or $23,611 at 6%.
2009125$771,283$60,769$2,431iApproximate average salary by contribution assumption: employee only about $60,769 at 4% or $40,513 at 6%; with 50% employer match about $40,513 at 4% or $27,008 at 6%; with 100% employer match about $30,385 at 4% or $20,256 at 6%.
Shelton Group 401(K) Plan-25$771,283$60,769$2,431iApproximate average salary by contribution assumption: employee only about $60,769 at 4% or $40,513 at 6%; with 50% employer match about $40,513 at 4% or $27,008 at 6%; with 100% employer match about $30,385 at 4% or $20,256 at 6%.
2003133$432,571$94,786$2,872iApproximate average salary by contribution assumption: employee only about $71,808 at 4% or $47,872 at 6%; with 50% employer match about $47,872 at 4% or $31,914 at 6%; with 100% employer match about $35,904 at 4% or $23,936 at 6%.
Shelton Group 401(K) Plan-33$432,571$94,786$2,872iApproximate average salary by contribution assumption: employee only about $71,808 at 4% or $47,872 at 6%; with 50% employer match about $47,872 at 4% or $31,914 at 6%; with 100% employer match about $35,904 at 4% or $23,936 at 6%.
2002125$294,113$147,467$5,899iApproximate average salary by contribution assumption: employee only about $147,467 at 4% or $98,311 at 6%; with 50% employer match about $98,311 at 4% or $65,541 at 6%; with 100% employer match about $73,734 at 4% or $49,156 at 6%.
Shelton Group 401(K) Plan-25$294,113$147,467$5,899iApproximate average salary by contribution assumption: employee only about $147,467 at 4% or $98,311 at 6%; with 50% employer match about $98,311 at 4% or $65,541 at 6%; with 100% employer match about $73,734 at 4% or $49,156 at 6%.
2001130$230,665$137,269$4,576iApproximate average salary by contribution assumption: employee only about $114,391 at 4% or $76,261 at 6%; with 50% employer match about $76,261 at 4% or $50,840 at 6%; with 100% employer match about $57,195 at 4% or $38,130 at 6%.
Shelton Group 401(K) Plan-30$230,665$137,269$4,576iApproximate average salary by contribution assumption: employee only about $114,391 at 4% or $76,261 at 6%; with 50% employer match about $76,261 at 4% or $50,840 at 6%; with 100% employer match about $57,195 at 4% or $38,130 at 6%.
2000123$0$0-
Shelton Group 401(K) Plan-23---
1999116$73,832$63,498$3,969iApproximate average salary by contribution assumption: employee only about $99,216 at 4% or $66,144 at 6%; with 50% employer match about $66,144 at 4% or $44,096 at 6%; with 100% employer match about $49,608 at 4% or $33,072 at 6%.
Shelton Group 401(K) Plan-16$73,832$63,498$3,969iApproximate average salary by contribution assumption: employee only about $99,216 at 4% or $66,144 at 6%; with 50% employer match about $66,144 at 4% or $44,096 at 6%; with 100% employer match about $49,608 at 4% or $33,072 at 6%.