Shift5 Inc.
Plan context: Shift5 Inc. 401(K) Plan
EIN 84-2692461 • Arlington, VA • 7 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
112
2024 Assets
$7,607,981
2024 Contributions
$2,909,795
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 | 112 | $7,607,981 | $2,909,795 | $25,980iApproximate average salary by contribution assumption: employee only about $649,508 at 4% or $433,005 at 6%; with 50% employer match about $433,005 at 4% or $288,670 at 6%; with 100% employer match about $324,754 at 4% or $216,503 at 6%. |
| Shift5 Inc. 401(K) Plan | - | 93 | $7,607,981 | $2,909,795 | $31,288iApproximate average salary by contribution assumption: employee only about $782,203 at 4% or $521,469 at 6%; with 50% employer match about $521,469 at 4% or $347,646 at 6%; with 100% employer match about $391,101 at 4% or $260,734 at 6%. |
| SHIFT5 INC. GROUP HEALTH PLAN | - | 112 | - | - | - |
| 2023 | 1 | 131 | $4,395,731 | $2,003,823 | $15,296iApproximate average salary by contribution assumption: employee only about $382,409 at 4% or $254,939 at 6%; with 50% employer match about $254,939 at 4% or $169,960 at 6%; with 100% employer match about $191,204 at 4% or $127,470 at 6%. |
| Shift5 Inc. 401(K) Plan | - | 131 | $4,395,731 | $2,003,823 | $15,296iApproximate average salary by contribution assumption: employee only about $382,409 at 4% or $254,939 at 6%; with 50% employer match about $254,939 at 4% or $169,960 at 6%; with 100% employer match about $191,204 at 4% or $127,470 at 6%. |
| 2022 | 1 | 97 | $2,221,659 | $1,530,811 | $15,782iApproximate average salary by contribution assumption: employee only about $394,539 at 4% or $263,026 at 6%; with 50% employer match about $263,026 at 4% or $175,351 at 6%; with 100% employer match about $197,269 at 4% or $131,513 at 6%. |
| Shift5 Inc. 401(K) Plan | - | 97 | $2,221,659 | $1,530,811 | $15,782iApproximate average salary by contribution assumption: employee only about $394,539 at 4% or $263,026 at 6%; with 50% employer match about $263,026 at 4% or $175,351 at 6%; with 100% employer match about $197,269 at 4% or $131,513 at 6%. |
| 2021 | 1 | 52 | $971,081 | $744,559 | $14,318iApproximate average salary by contribution assumption: employee only about $357,961 at 4% or $238,641 at 6%; with 50% employer match about $238,641 at 4% or $159,094 at 6%; with 100% employer match about $178,981 at 4% or $119,320 at 6%. |
| Shift5 Inc. 401(K) Plan | - | 52 | $971,081 | $744,559 | $14,318iApproximate average salary by contribution assumption: employee only about $357,961 at 4% or $238,641 at 6%; with 50% employer match about $238,641 at 4% or $159,094 at 6%; with 100% employer match about $178,981 at 4% or $119,320 at 6%. |
| 2020 | 1 | 17 | $267,392 | $231,387 | $13,611iApproximate average salary by contribution assumption: employee only about $340,275 at 4% or $226,850 at 6%; with 50% employer match about $226,850 at 4% or $151,233 at 6%; with 100% employer match about $170,138 at 4% or $113,425 at 6%. |
| Shift5 Inc. 401(K) Plan | - | 17 | $267,392 | $231,387 | $13,611iApproximate average salary by contribution assumption: employee only about $340,275 at 4% or $226,850 at 6%; with 50% employer match about $226,850 at 4% or $151,233 at 6%; with 100% employer match about $170,138 at 4% or $113,425 at 6%. |
| 2019 | 1 | 8 | $6,188 | $6,171 | $771iApproximate average salary by contribution assumption: employee only about $19,284 at 4% or $12,856 at 6%; with 50% employer match about $12,856 at 4% or $8,571 at 6%; with 100% employer match about $9,642 at 4% or $6,428 at 6%. |
| Shift5 Inc. 401(K) Plan | - | 8 | $6,188 | $6,171 | $771iApproximate average salary by contribution assumption: employee only about $19,284 at 4% or $12,856 at 6%; with 50% employer match about $12,856 at 4% or $8,571 at 6%; with 100% employer match about $9,642 at 4% or $6,428 at 6%. |