Civic Intelligence

J.E. Sheldon PC.

Plan context: J.E. Sheldon PC. 401(K) Plan

EIN 87-0626519 • Park City, UT • 14 filings • 2 plans

7235 N. Buckboard DrivePark City, UT 84098
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$779,028

2024 Contributions

$76,500

Historical Graphs

Total Assets Over Time

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

$779,028$389,514$0201120182024YearValue
$779,028Latest year 2024

Participants Over Time

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

320201120182024YearValue
2Latest 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
202412$779,028$76,500$38,250iApproximate average salary by contribution assumption: employee only about $956,250 at 4% or $637,500 at 6%; with 50% employer match about $637,500 at 4% or $425,000 at 6%; with 100% employer match about $478,125 at 4% or $318,750 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$779,028$76,500$38,250iApproximate average salary by contribution assumption: employee only about $956,250 at 4% or $637,500 at 6%; with 50% employer match about $637,500 at 4% or $425,000 at 6%; with 100% employer match about $478,125 at 4% or $318,750 at 6%.
202312$688,280$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$688,280$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
202212$598,814$67,500$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$598,814$67,500$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
202112$607,343$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$607,343$10,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
202012$574,585$1,140$570iApproximate average salary by contribution assumption: employee only about $14,250 at 4% or $9,500 at 6%; with 50% employer match about $9,500 at 4% or $6,333 at 6%; with 100% employer match about $7,125 at 4% or $4,750 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$574,585$1,140$570iApproximate average salary by contribution assumption: employee only about $14,250 at 4% or $9,500 at 6%; with 50% employer match about $9,500 at 4% or $6,333 at 6%; with 100% employer match about $7,125 at 4% or $4,750 at 6%.
201912$545,492$29,771$14,886iApproximate average salary by contribution assumption: employee only about $372,138 at 4% or $248,092 at 6%; with 50% employer match about $248,092 at 4% or $165,394 at 6%; with 100% employer match about $186,069 at 4% or $124,046 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$545,492$29,771$14,886iApproximate average salary by contribution assumption: employee only about $372,138 at 4% or $248,092 at 6%; with 50% employer match about $248,092 at 4% or $165,394 at 6%; with 100% employer match about $186,069 at 4% or $124,046 at 6%.
201812$465,974$62,073$31,037iApproximate average salary by contribution assumption: employee only about $775,913 at 4% or $517,275 at 6%; with 50% employer match about $517,275 at 4% or $344,850 at 6%; with 100% employer match about $387,956 at 4% or $258,638 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$465,974$62,073$31,037iApproximate average salary by contribution assumption: employee only about $775,913 at 4% or $517,275 at 6%; with 50% employer match about $517,275 at 4% or $344,850 at 6%; with 100% employer match about $387,956 at 4% or $258,638 at 6%.
201712$412,764$61,115$30,558iApproximate average salary by contribution assumption: employee only about $763,938 at 4% or $509,292 at 6%; with 50% employer match about $509,292 at 4% or $339,528 at 6%; with 100% employer match about $381,969 at 4% or $254,646 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$412,764$61,115$30,558iApproximate average salary by contribution assumption: employee only about $763,938 at 4% or $509,292 at 6%; with 50% employer match about $509,292 at 4% or $339,528 at 6%; with 100% employer match about $381,969 at 4% or $254,646 at 6%.
201612$326,627$60,095$30,048iApproximate average salary by contribution assumption: employee only about $751,188 at 4% or $500,792 at 6%; with 50% employer match about $500,792 at 4% or $333,861 at 6%; with 100% employer match about $375,594 at 4% or $250,396 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$326,627$60,095$30,048iApproximate average salary by contribution assumption: employee only about $751,188 at 4% or $500,792 at 6%; with 50% employer match about $500,792 at 4% or $333,861 at 6%; with 100% employer match about $375,594 at 4% or $250,396 at 6%.
201512$248,278$60,155$30,078iApproximate average salary by contribution assumption: employee only about $751,938 at 4% or $501,292 at 6%; with 50% employer match about $501,292 at 4% or $334,194 at 6%; with 100% employer match about $375,969 at 4% or $250,646 at 6%.
J.E. Sheldon PC. 401(K) Plan-2$248,278$60,155$30,078iApproximate average salary by contribution assumption: employee only about $751,938 at 4% or $501,292 at 6%; with 50% employer match about $501,292 at 4% or $334,194 at 6%; with 100% employer match about $375,969 at 4% or $250,646 at 6%.
201413$187,925$58,495$19,498iApproximate average salary by contribution assumption: employee only about $487,458 at 4% or $324,972 at 6%; with 50% employer match about $324,972 at 4% or $216,648 at 6%; with 100% employer match about $243,729 at 4% or $162,486 at 6%.
J.E. Sheldon PC. 401(K) Plan-3$187,925$58,495$19,498iApproximate average salary by contribution assumption: employee only about $487,458 at 4% or $324,972 at 6%; with 50% employer match about $324,972 at 4% or $216,648 at 6%; with 100% employer match about $243,729 at 4% or $162,486 at 6%.
201313$123,332$34,099$11,366iApproximate average salary by contribution assumption: employee only about $284,158 at 4% or $189,439 at 6%; with 50% employer match about $189,439 at 4% or $126,293 at 6%; with 100% employer match about $142,079 at 4% or $94,719 at 6%.
J.E. Sheldon PC. 401(K) Plan-3$123,332$34,099$11,366iApproximate average salary by contribution assumption: employee only about $284,158 at 4% or $189,439 at 6%; with 50% employer match about $189,439 at 4% or $126,293 at 6%; with 100% employer match about $142,079 at 4% or $94,719 at 6%.
201213$92,098$46,477$15,492iApproximate average salary by contribution assumption: employee only about $387,308 at 4% or $258,206 at 6%; with 50% employer match about $258,206 at 4% or $172,137 at 6%; with 100% employer match about $193,654 at 4% or $129,103 at 6%.
J.E. Sheldon PC. 401(K) Plan-3$92,098$46,477$15,492iApproximate average salary by contribution assumption: employee only about $387,308 at 4% or $258,206 at 6%; with 50% employer match about $258,206 at 4% or $172,137 at 6%; with 100% employer match about $193,654 at 4% or $129,103 at 6%.
201113$45,493$45,212$15,071iApproximate average salary by contribution assumption: employee only about $376,767 at 4% or $251,178 at 6%; with 50% employer match about $251,178 at 4% or $167,452 at 6%; with 100% employer match about $188,383 at 4% or $125,589 at 6%.
J.E. Sheldon PC. 401(K) Plan-3$45,493$45,212$15,071iApproximate average salary by contribution assumption: employee only about $376,767 at 4% or $251,178 at 6%; with 50% employer match about $251,178 at 4% or $167,452 at 6%; with 100% employer match about $188,383 at 4% or $125,589 at 6%.