Shipley Associates Inc.
Plan context: Shipley Associates Inc. 401(K) Plan
EIN 87-0571388 • Kaysville, UT • 23 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
103
2024 Assets
$5,565,711
2024 Contributions
$935,132
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 | 1 | 103 | $5,565,711 | $935,132 | $9,079iApproximate average salary by contribution assumption: employee only about $226,974 at 4% or $151,316 at 6%; with 50% employer match about $151,316 at 4% or $100,877 at 6%; with 100% employer match about $113,487 at 4% or $75,658 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 103 | $5,565,711 | $935,132 | $9,079iApproximate average salary by contribution assumption: employee only about $226,974 at 4% or $151,316 at 6%; with 50% employer match about $151,316 at 4% or $100,877 at 6%; with 100% employer match about $113,487 at 4% or $75,658 at 6%. |
| 2023 | 1 | 87 | $4,781,044 | $576,052 | $6,621iApproximate average salary by contribution assumption: employee only about $165,532 at 4% or $110,355 at 6%; with 50% employer match about $110,355 at 4% or $73,570 at 6%; with 100% employer match about $82,766 at 4% or $55,177 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 87 | $4,781,044 | $576,052 | $6,621iApproximate average salary by contribution assumption: employee only about $165,532 at 4% or $110,355 at 6%; with 50% employer match about $110,355 at 4% or $73,570 at 6%; with 100% employer match about $82,766 at 4% or $55,177 at 6%. |
| 2022 | 1 | 97 | $4,093,852 | $704,679 | $7,265iApproximate average salary by contribution assumption: employee only about $181,618 at 4% or $121,079 at 6%; with 50% employer match about $121,079 at 4% or $80,719 at 6%; with 100% employer match about $90,809 at 4% or $60,539 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 97 | $4,093,852 | $704,679 | $7,265iApproximate average salary by contribution assumption: employee only about $181,618 at 4% or $121,079 at 6%; with 50% employer match about $121,079 at 4% or $80,719 at 6%; with 100% employer match about $90,809 at 4% or $60,539 at 6%. |
| 2021 | 1 | 43 | $4,648,533 | $446,825 | $10,391iApproximate average salary by contribution assumption: employee only about $259,782 at 4% or $173,188 at 6%; with 50% employer match about $173,188 at 4% or $115,459 at 6%; with 100% employer match about $129,891 at 4% or $86,594 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 43 | $4,648,533 | $446,825 | $10,391iApproximate average salary by contribution assumption: employee only about $259,782 at 4% or $173,188 at 6%; with 50% employer match about $173,188 at 4% or $115,459 at 6%; with 100% employer match about $129,891 at 4% or $86,594 at 6%. |
| 2020 | 1 | 44 | $5,216,840 | $442,113 | $10,048iApproximate average salary by contribution assumption: employee only about $251,201 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,645 at 6%; with 100% employer match about $125,600 at 4% or $83,734 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 44 | $5,216,840 | $442,113 | $10,048iApproximate average salary by contribution assumption: employee only about $251,201 at 4% or $167,467 at 6%; with 50% employer match about $167,467 at 4% or $111,645 at 6%; with 100% employer match about $125,600 at 4% or $83,734 at 6%. |
| 2019 | 1 | 42 | $4,997,725 | $434,281 | $10,340iApproximate average salary by contribution assumption: employee only about $258,501 at 4% or $172,334 at 6%; with 50% employer match about $172,334 at 4% or $114,889 at 6%; with 100% employer match about $129,250 at 4% or $86,167 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 42 | $4,997,725 | $434,281 | $10,340iApproximate average salary by contribution assumption: employee only about $258,501 at 4% or $172,334 at 6%; with 50% employer match about $172,334 at 4% or $114,889 at 6%; with 100% employer match about $129,250 at 4% or $86,167 at 6%. |
| 2018 | 1 | 43 | $4,098,624 | $400,805 | $9,321iApproximate average salary by contribution assumption: employee only about $233,026 at 4% or $155,351 at 6%; with 50% employer match about $155,351 at 4% or $103,567 at 6%; with 100% employer match about $116,513 at 4% or $77,675 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 43 | $4,098,624 | $400,805 | $9,321iApproximate average salary by contribution assumption: employee only about $233,026 at 4% or $155,351 at 6%; with 50% employer match about $155,351 at 4% or $103,567 at 6%; with 100% employer match about $116,513 at 4% or $77,675 at 6%. |
| 2017 | 1 | 46 | $4,917,732 | $381,753 | $8,299iApproximate average salary by contribution assumption: employee only about $207,474 at 4% or $138,316 at 6%; with 50% employer match about $138,316 at 4% or $92,211 at 6%; with 100% employer match about $103,737 at 4% or $69,158 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 46 | $4,917,732 | $381,753 | $8,299iApproximate average salary by contribution assumption: employee only about $207,474 at 4% or $138,316 at 6%; with 50% employer match about $138,316 at 4% or $92,211 at 6%; with 100% employer match about $103,737 at 4% or $69,158 at 6%. |
| 2016 | 1 | 45 | $4,998,611 | $495,408 | $11,009iApproximate average salary by contribution assumption: employee only about $275,227 at 4% or $183,484 at 6%; with 50% employer match about $183,484 at 4% or $122,323 at 6%; with 100% employer match about $137,613 at 4% or $91,742 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 45 | $4,998,611 | $495,408 | $11,009iApproximate average salary by contribution assumption: employee only about $275,227 at 4% or $183,484 at 6%; with 50% employer match about $183,484 at 4% or $122,323 at 6%; with 100% employer match about $137,613 at 4% or $91,742 at 6%. |
| 2015 | 1 | 41 | $4,504,015 | $443,061 | $10,806iApproximate average salary by contribution assumption: employee only about $270,159 at 4% or $180,106 at 6%; with 50% employer match about $180,106 at 4% or $120,071 at 6%; with 100% employer match about $135,080 at 4% or $90,053 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 41 | $4,504,015 | $443,061 | $10,806iApproximate average salary by contribution assumption: employee only about $270,159 at 4% or $180,106 at 6%; with 50% employer match about $180,106 at 4% or $120,071 at 6%; with 100% employer match about $135,080 at 4% or $90,053 at 6%. |
| 2014 | 1 | 45 | $4,903,004 | $508,971 | $11,310iApproximate average salary by contribution assumption: employee only about $282,762 at 4% or $188,508 at 6%; with 50% employer match about $188,508 at 4% or $125,672 at 6%; with 100% employer match about $141,381 at 4% or $94,254 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 45 | $4,903,004 | $508,971 | $11,310iApproximate average salary by contribution assumption: employee only about $282,762 at 4% or $188,508 at 6%; with 50% employer match about $188,508 at 4% or $125,672 at 6%; with 100% employer match about $141,381 at 4% or $94,254 at 6%. |
| 2013 | 1 | 46 | $5,327,382 | $701,030 | $15,240iApproximate average salary by contribution assumption: employee only about $380,995 at 4% or $253,996 at 6%; with 50% employer match about $253,996 at 4% or $169,331 at 6%; with 100% employer match about $190,497 at 4% or $126,998 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 46 | $5,327,382 | $701,030 | $15,240iApproximate average salary by contribution assumption: employee only about $380,995 at 4% or $253,996 at 6%; with 50% employer match about $253,996 at 4% or $169,331 at 6%; with 100% employer match about $190,497 at 4% or $126,998 at 6%. |
| 2012 | 1 | 50 | $4,774,157 | $604,195 | $12,084iApproximate average salary by contribution assumption: employee only about $302,098 at 4% or $201,398 at 6%; with 50% employer match about $201,398 at 4% or $134,266 at 6%; with 100% employer match about $151,049 at 4% or $100,699 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 50 | $4,774,157 | $604,195 | $12,084iApproximate average salary by contribution assumption: employee only about $302,098 at 4% or $201,398 at 6%; with 50% employer match about $201,398 at 4% or $134,266 at 6%; with 100% employer match about $151,049 at 4% or $100,699 at 6%. |
| 2011 | 1 | 48 | $3,856,152 | $566,593 | $11,804iApproximate average salary by contribution assumption: employee only about $295,101 at 4% or $196,734 at 6%; with 50% employer match about $196,734 at 4% or $131,156 at 6%; with 100% employer match about $147,550 at 4% or $98,367 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 48 | $3,856,152 | $566,593 | $11,804iApproximate average salary by contribution assumption: employee only about $295,101 at 4% or $196,734 at 6%; with 50% employer match about $196,734 at 4% or $131,156 at 6%; with 100% employer match about $147,550 at 4% or $98,367 at 6%. |
| 2010 | 1 | 41 | $3,338,997 | $432,324 | $10,544iApproximate average salary by contribution assumption: employee only about $263,612 at 4% or $175,741 at 6%; with 50% employer match about $175,741 at 4% or $117,161 at 6%; with 100% employer match about $131,806 at 4% or $87,871 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 41 | $3,338,997 | $432,324 | $10,544iApproximate average salary by contribution assumption: employee only about $263,612 at 4% or $175,741 at 6%; with 50% employer match about $175,741 at 4% or $117,161 at 6%; with 100% employer match about $131,806 at 4% or $87,871 at 6%. |
| 2009 | 1 | 38 | $2,750,234 | $62,842 | $1,654iApproximate average salary by contribution assumption: employee only about $41,343 at 4% or $27,562 at 6%; with 50% employer match about $27,562 at 4% or $18,375 at 6%; with 100% employer match about $20,672 at 4% or $13,781 at 6%. |
| Shipley Associates Inc. 401(K) Plan | - | 38 | $2,750,234 | $62,842 | $1,654iApproximate average salary by contribution assumption: employee only about $41,343 at 4% or $27,562 at 6%; with 50% employer match about $27,562 at 4% or $18,375 at 6%; with 100% employer match about $20,672 at 4% or $13,781 at 6%. |
| 2006 | 1 | 56 | $3,689,458 | $703,984 | $12,571iApproximate average salary by contribution assumption: employee only about $314,279 at 4% or $209,519 at 6%; with 50% employer match about $209,519 at 4% or $139,679 at 6%; with 100% employer match about $157,139 at 4% or $104,760 at 6%. |
| SHIPLEY ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 56 | $3,689,458 | $703,984 | $12,571iApproximate average salary by contribution assumption: employee only about $314,279 at 4% or $209,519 at 6%; with 50% employer match about $209,519 at 4% or $139,679 at 6%; with 100% employer match about $157,139 at 4% or $104,760 at 6%. |
| 2005 | 1 | 44 | $2,870,102 | $666,857 | $15,156iApproximate average salary by contribution assumption: employee only about $378,896 at 4% or $252,597 at 6%; with 50% employer match about $252,597 at 4% or $168,398 at 6%; with 100% employer match about $189,448 at 4% or $126,299 at 6%. |
| SHIPLEY ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 44 | $2,870,102 | $666,857 | $15,156iApproximate average salary by contribution assumption: employee only about $378,896 at 4% or $252,597 at 6%; with 50% employer match about $252,597 at 4% or $168,398 at 6%; with 100% employer match about $189,448 at 4% or $126,299 at 6%. |
| 2004 | 1 | 51 | $2,344,155 | $590,700 | $11,582iApproximate average salary by contribution assumption: employee only about $289,559 at 4% or $193,039 at 6%; with 50% employer match about $193,039 at 4% or $128,693 at 6%; with 100% employer match about $144,779 at 4% or $96,520 at 6%. |
| SHIPLEY ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 51 | $2,344,155 | $590,700 | $11,582iApproximate average salary by contribution assumption: employee only about $289,559 at 4% or $193,039 at 6%; with 50% employer match about $193,039 at 4% or $128,693 at 6%; with 100% employer match about $144,779 at 4% or $96,520 at 6%. |
| 2003 | 1 | 41 | $1,600,809 | $385,235 | $9,396iApproximate average salary by contribution assumption: employee only about $234,899 at 4% or $156,600 at 6%; with 50% employer match about $156,600 at 4% or $104,400 at 6%; with 100% employer match about $117,450 at 4% or $78,300 at 6%. |
| SHIPLEY ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 41 | $1,600,809 | $385,235 | $9,396iApproximate average salary by contribution assumption: employee only about $234,899 at 4% or $156,600 at 6%; with 50% employer match about $156,600 at 4% or $104,400 at 6%; with 100% employer match about $117,450 at 4% or $78,300 at 6%. |
| 2002 | 1 | 37 | $926,326 | $391,462 | $10,580iApproximate average salary by contribution assumption: employee only about $264,501 at 4% or $176,334 at 6%; with 50% employer match about $176,334 at 4% or $117,556 at 6%; with 100% employer match about $132,251 at 4% or $88,167 at 6%. |
| SHIPLEY ASSOCIATES, INC. 401 K PROFTT SHARING PLAN | - | 37 | $926,326 | $391,462 | $10,580iApproximate average salary by contribution assumption: employee only about $264,501 at 4% or $176,334 at 6%; with 50% employer match about $176,334 at 4% or $117,556 at 6%; with 100% employer match about $132,251 at 4% or $88,167 at 6%. |
| 2001 | 1 | 40 | $0 | $0 | - |
| SHIPLEY ASSOCIATES, INC. 401 K PROFIT SHARING PLAN | - | 40 | - | - | - |
| 2000 | 1 | 41 | $502,880 | $193,702 | $4,724iApproximate average salary by contribution assumption: employee only about $118,111 at 4% or $78,741 at 6%; with 50% employer match about $78,741 at 4% or $52,494 at 6%; with 100% employer match about $59,055 at 4% or $39,370 at 6%. |
| SHIPLEY ASSOCIATES, INC. 401K PROFIT SHARING PLAN | - | 41 | $502,880 | $193,702 | $4,724iApproximate average salary by contribution assumption: employee only about $118,111 at 4% or $78,741 at 6%; with 50% employer match about $78,741 at 4% or $52,494 at 6%; with 100% employer match about $59,055 at 4% or $39,370 at 6%. |