Civic Intelligence

James S. Shelby, D.D.S., P.S.

Plan context: James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan

EIN 91-1908778 • Spokane, WA • 21 filings • 3 plans

3223 W. Indian Trail RoadSpokane, WA 99208
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$131,506

2024 Contributions

$10,106

Historical Graphs

Total Assets Over Time

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

$899,792$449,896$0200220132024YearValue
$131,506Latest year 2024

Participants Over Time

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

1370200220132024YearValue
6Latest 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
202416$131,506$0-
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-6$131,506--
202317$278,216$0-
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-7$278,216--
202217$233,796$0-
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-7$233,796--
202117$271,415$0-
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-7$271,415--
202017$213,462$0-
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-7$213,462--
201918$899,792$0-
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-8$899,792--
2018110$753,200$0-
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-10$753,200--
2017111$803,338$10,106$919iApproximate average salary by contribution assumption: employee only about $22,968 at 4% or $15,312 at 6%; with 50% employer match about $15,312 at 4% or $10,208 at 6%; with 100% employer match about $11,484 at 4% or $7,656 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-11$803,338$10,106$919iApproximate average salary by contribution assumption: employee only about $22,968 at 4% or $15,312 at 6%; with 50% employer match about $15,312 at 4% or $10,208 at 6%; with 100% employer match about $11,484 at 4% or $7,656 at 6%.
2016113$696,432$10,092$776iApproximate average salary by contribution assumption: employee only about $19,408 at 4% or $12,938 at 6%; with 50% employer match about $12,938 at 4% or $8,626 at 6%; with 100% employer match about $9,704 at 4% or $6,469 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-13$696,432$10,092$776iApproximate average salary by contribution assumption: employee only about $19,408 at 4% or $12,938 at 6%; with 50% employer match about $12,938 at 4% or $8,626 at 6%; with 100% employer match about $9,704 at 4% or $6,469 at 6%.
2014113$687,886$3,200$246iApproximate average salary by contribution assumption: employee only about $6,154 at 4% or $4,103 at 6%; with 50% employer match about $4,103 at 4% or $2,735 at 6%; with 100% employer match about $3,077 at 4% or $2,051 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-13$687,886$3,200$246iApproximate average salary by contribution assumption: employee only about $6,154 at 4% or $4,103 at 6%; with 50% employer match about $4,103 at 4% or $2,735 at 6%; with 100% employer match about $3,077 at 4% or $2,051 at 6%.
2013112$636,829$0-
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-12$636,829--
2012113$519,588$15,000$1,154iApproximate average salary by contribution assumption: employee only about $28,846 at 4% or $19,231 at 6%; with 50% employer match about $19,231 at 4% or $12,821 at 6%; with 100% employer match about $14,423 at 4% or $9,615 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-13$519,588$15,000$1,154iApproximate average salary by contribution assumption: employee only about $28,846 at 4% or $19,231 at 6%; with 50% employer match about $19,231 at 4% or $12,821 at 6%; with 100% employer match about $14,423 at 4% or $9,615 at 6%.
2011113$497,851$15,000$1,154iApproximate average salary by contribution assumption: employee only about $28,846 at 4% or $19,231 at 6%; with 50% employer match about $19,231 at 4% or $12,821 at 6%; with 100% employer match about $14,423 at 4% or $9,615 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-13$497,851$15,000$1,154iApproximate average salary by contribution assumption: employee only about $28,846 at 4% or $19,231 at 6%; with 50% employer match about $19,231 at 4% or $12,821 at 6%; with 100% employer match about $14,423 at 4% or $9,615 at 6%.
2010110$486,238$12,360$1,236iApproximate average salary by contribution assumption: employee only about $30,900 at 4% or $20,600 at 6%; with 50% employer match about $20,600 at 4% or $13,733 at 6%; with 100% employer match about $15,450 at 4% or $10,300 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-10$486,238$12,360$1,236iApproximate average salary by contribution assumption: employee only about $30,900 at 4% or $20,600 at 6%; with 50% employer match about $20,600 at 4% or $13,733 at 6%; with 100% employer match about $15,450 at 4% or $10,300 at 6%.
200917$424,170$15,716$2,245iApproximate average salary by contribution assumption: employee only about $56,129 at 4% or $37,419 at 6%; with 50% employer match about $37,419 at 4% or $24,946 at 6%; with 100% employer match about $28,064 at 4% or $18,710 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-7$424,170$15,716$2,245iApproximate average salary by contribution assumption: employee only about $56,129 at 4% or $37,419 at 6%; with 50% employer match about $37,419 at 4% or $24,946 at 6%; with 100% employer match about $28,064 at 4% or $18,710 at 6%.
200717$468,057$72,596$10,371iApproximate average salary by contribution assumption: employee only about $259,271 at 4% or $172,848 at 6%; with 50% employer match about $172,848 at 4% or $115,232 at 6%; with 100% employer match about $129,636 at 4% or $86,424 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-7$468,057$72,596$10,371iApproximate average salary by contribution assumption: employee only about $259,271 at 4% or $172,848 at 6%; with 50% employer match about $172,848 at 4% or $115,232 at 6%; with 100% employer match about $129,636 at 4% or $86,424 at 6%.
200618$391,730$72,183$9,023iApproximate average salary by contribution assumption: employee only about $225,572 at 4% or $150,381 at 6%; with 50% employer match about $150,381 at 4% or $100,254 at 6%; with 100% employer match about $112,786 at 4% or $75,191 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-8$391,730$72,183$9,023iApproximate average salary by contribution assumption: employee only about $225,572 at 4% or $150,381 at 6%; with 50% employer match about $150,381 at 4% or $100,254 at 6%; with 100% employer match about $112,786 at 4% or $75,191 at 6%.
200518$289,727$68,269$8,534iApproximate average salary by contribution assumption: employee only about $213,341 at 4% or $142,227 at 6%; with 50% employer match about $142,227 at 4% or $94,818 at 6%; with 100% employer match about $106,670 at 4% or $71,114 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-8$289,727$68,269$8,534iApproximate average salary by contribution assumption: employee only about $213,341 at 4% or $142,227 at 6%; with 50% employer match about $142,227 at 4% or $94,818 at 6%; with 100% employer match about $106,670 at 4% or $71,114 at 6%.
200418$219,625$65,873$8,234iApproximate average salary by contribution assumption: employee only about $205,853 at 4% or $137,235 at 6%; with 50% employer match about $137,235 at 4% or $91,490 at 6%; with 100% employer match about $102,927 at 4% or $68,618 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-8$219,625$65,873$8,234iApproximate average salary by contribution assumption: employee only about $205,853 at 4% or $137,235 at 6%; with 50% employer match about $137,235 at 4% or $91,490 at 6%; with 100% employer match about $102,927 at 4% or $68,618 at 6%.
200317$140,806$64,676$9,239iApproximate average salary by contribution assumption: employee only about $230,986 at 4% or $153,990 at 6%; with 50% employer match about $153,990 at 4% or $102,660 at 6%; with 100% employer match about $115,493 at 4% or $76,995 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-7$140,806$64,676$9,239iApproximate average salary by contribution assumption: employee only about $230,986 at 4% or $153,990 at 6%; with 50% employer match about $153,990 at 4% or $102,660 at 6%; with 100% employer match about $115,493 at 4% or $76,995 at 6%.
200219$63,874$63,904$7,100iApproximate average salary by contribution assumption: employee only about $177,511 at 4% or $118,341 at 6%; with 50% employer match about $118,341 at 4% or $78,894 at 6%; with 100% employer match about $88,756 at 4% or $59,170 at 6%.
James S. Shelby, D.D.S., P.S. 401(K) Profit Sharing Plan-9$63,874$63,904$7,100iApproximate average salary by contribution assumption: employee only about $177,511 at 4% or $118,341 at 6%; with 50% employer match about $118,341 at 4% or $78,894 at 6%; with 100% employer match about $88,756 at 4% or $59,170 at 6%.