Pelton Shepherd Industries
Plan context: Pelton Shepherd Industries 401 K Profit Sharing Plan Trust
EIN 94-1551414 • Stockton, CA • 28 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
235
2024 Assets
$3,120,391
2024 Contributions
$515,604
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 | 4 | 235 | $3,120,391 | $515,604 | $2,194iApproximate average salary by contribution assumption: employee only about $54,851 at 4% or $36,568 at 6%; with 50% employer match about $36,568 at 4% or $24,378 at 6%; with 100% employer match about $27,426 at 4% or $18,284 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 152 | $3,120,391 | $515,604 | $3,392iApproximate average salary by contribution assumption: employee only about $84,803 at 4% or $56,536 at 6%; with 50% employer match about $56,536 at 4% or $37,690 at 6%; with 100% employer match about $42,402 at 4% or $28,268 at 6%. |
| Pelton Shepherd Industries Inc. Health & Welfare Plan | - | 110 | - | - | - |
| Pelton Shepherd Industries Inc. Life Plan | - | 235 | - | - | - |
| Pelton Shepherd Industries Inc Add Plan | - | 235 | - | - | - |
| 2023 | 4 | 235 | $2,545,720 | $460,804 | $1,961iApproximate average salary by contribution assumption: employee only about $49,022 at 4% or $32,681 at 6%; with 50% employer match about $32,681 at 4% or $21,787 at 6%; with 100% employer match about $24,511 at 4% or $16,341 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 155 | $2,545,720 | $460,804 | $2,973iApproximate average salary by contribution assumption: employee only about $74,323 at 4% or $49,549 at 6%; with 50% employer match about $49,549 at 4% or $33,033 at 6%; with 100% employer match about $37,162 at 4% or $24,774 at 6%. |
| Pelton Shepherd Industries Inc. Health & Welfare Plan | - | 110 | - | - | - |
| Pelton Shepherd Industries Inc. Life Plan | - | 235 | - | - | - |
| Pelton Shepherd Industries Inc Add Plan | - | 235 | - | - | - |
| 2022 | 1 | 140 | $1,867,967 | $385,075 | $2,751iApproximate average salary by contribution assumption: employee only about $68,763 at 4% or $45,842 at 6%; with 50% employer match about $45,842 at 4% or $30,562 at 6%; with 100% employer match about $34,382 at 4% or $22,921 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 140 | $1,867,967 | $385,075 | $2,751iApproximate average salary by contribution assumption: employee only about $68,763 at 4% or $45,842 at 6%; with 50% employer match about $45,842 at 4% or $30,562 at 6%; with 100% employer match about $34,382 at 4% or $22,921 at 6%. |
| 2021 | 1 | 126 | $1,888,623 | $291,942 | $2,317iApproximate average salary by contribution assumption: employee only about $57,925 at 4% or $38,617 at 6%; with 50% employer match about $38,617 at 4% or $25,744 at 6%; with 100% employer match about $28,963 at 4% or $19,308 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 126 | $1,888,623 | $291,942 | $2,317iApproximate average salary by contribution assumption: employee only about $57,925 at 4% or $38,617 at 6%; with 50% employer match about $38,617 at 4% or $25,744 at 6%; with 100% employer match about $28,963 at 4% or $19,308 at 6%. |
| 2020 | 1 | 90 | $1,531,752 | $205,970 | $2,289iApproximate average salary by contribution assumption: employee only about $57,214 at 4% or $38,143 at 6%; with 50% employer match about $38,143 at 4% or $25,428 at 6%; with 100% employer match about $28,607 at 4% or $19,071 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 90 | $1,531,752 | $205,970 | $2,289iApproximate average salary by contribution assumption: employee only about $57,214 at 4% or $38,143 at 6%; with 50% employer match about $38,143 at 4% or $25,428 at 6%; with 100% employer match about $28,607 at 4% or $19,071 at 6%. |
| 2019 | 1 | 69 | $1,395,078 | $239,764 | $3,475iApproximate average salary by contribution assumption: employee only about $86,871 at 4% or $57,914 at 6%; with 50% employer match about $57,914 at 4% or $38,609 at 6%; with 100% employer match about $43,436 at 4% or $28,957 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 69 | $1,395,078 | $239,764 | $3,475iApproximate average salary by contribution assumption: employee only about $86,871 at 4% or $57,914 at 6%; with 50% employer match about $57,914 at 4% or $38,609 at 6%; with 100% employer match about $43,436 at 4% or $28,957 at 6%. |
| 2018 | 1 | 68 | $2,184,798 | $218,405 | $3,212iApproximate average salary by contribution assumption: employee only about $80,296 at 4% or $53,531 at 6%; with 50% employer match about $53,531 at 4% or $35,687 at 6%; with 100% employer match about $40,148 at 4% or $26,765 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 68 | $2,184,798 | $218,405 | $3,212iApproximate average salary by contribution assumption: employee only about $80,296 at 4% or $53,531 at 6%; with 50% employer match about $53,531 at 4% or $35,687 at 6%; with 100% employer match about $40,148 at 4% or $26,765 at 6%. |
| 2017 | 1 | 56 | $2,125,558 | $341,734 | $6,102iApproximate average salary by contribution assumption: employee only about $152,560 at 4% or $101,707 at 6%; with 50% employer match about $101,707 at 4% or $67,804 at 6%; with 100% employer match about $76,280 at 4% or $50,853 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 56 | $2,125,558 | $341,734 | $6,102iApproximate average salary by contribution assumption: employee only about $152,560 at 4% or $101,707 at 6%; with 50% employer match about $101,707 at 4% or $67,804 at 6%; with 100% employer match about $76,280 at 4% or $50,853 at 6%. |
| 2016 | 1 | 43 | $1,541,275 | $329,318 | $7,659iApproximate average salary by contribution assumption: employee only about $191,464 at 4% or $127,643 at 6%; with 50% employer match about $127,643 at 4% or $85,095 at 6%; with 100% employer match about $95,732 at 4% or $63,821 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 43 | $1,541,275 | $329,318 | $7,659iApproximate average salary by contribution assumption: employee only about $191,464 at 4% or $127,643 at 6%; with 50% employer match about $127,643 at 4% or $85,095 at 6%; with 100% employer match about $95,732 at 4% or $63,821 at 6%. |
| 2015 | 1 | 39 | $1,174,668 | $222,458 | $5,704iApproximate average salary by contribution assumption: employee only about $142,601 at 4% or $95,068 at 6%; with 50% employer match about $95,068 at 4% or $63,378 at 6%; with 100% employer match about $71,301 at 4% or $47,534 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 39 | $1,174,668 | $222,458 | $5,704iApproximate average salary by contribution assumption: employee only about $142,601 at 4% or $95,068 at 6%; with 50% employer match about $95,068 at 4% or $63,378 at 6%; with 100% employer match about $71,301 at 4% or $47,534 at 6%. |
| 2014 | 1 | 35 | $973,459 | $211,182 | $6,034iApproximate average salary by contribution assumption: employee only about $150,844 at 4% or $100,563 at 6%; with 50% employer match about $100,563 at 4% or $67,042 at 6%; with 100% employer match about $75,422 at 4% or $50,281 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 35 | $973,459 | $211,182 | $6,034iApproximate average salary by contribution assumption: employee only about $150,844 at 4% or $100,563 at 6%; with 50% employer match about $100,563 at 4% or $67,042 at 6%; with 100% employer match about $75,422 at 4% or $50,281 at 6%. |
| 2013 | 1 | 38 | $768,568 | $57,274 | $1,507iApproximate average salary by contribution assumption: employee only about $37,680 at 4% or $25,120 at 6%; with 50% employer match about $25,120 at 4% or $16,747 at 6%; with 100% employer match about $18,840 at 4% or $12,560 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 38 | $768,568 | $57,274 | $1,507iApproximate average salary by contribution assumption: employee only about $37,680 at 4% or $25,120 at 6%; with 50% employer match about $25,120 at 4% or $16,747 at 6%; with 100% employer match about $18,840 at 4% or $12,560 at 6%. |
| 2012 | 1 | 38 | $636,610 | $197,531 | $5,198iApproximate average salary by contribution assumption: employee only about $129,955 at 4% or $86,636 at 6%; with 50% employer match about $86,636 at 4% or $57,758 at 6%; with 100% employer match about $64,977 at 4% or $43,318 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 38 | $636,610 | $197,531 | $5,198iApproximate average salary by contribution assumption: employee only about $129,955 at 4% or $86,636 at 6%; with 50% employer match about $86,636 at 4% or $57,758 at 6%; with 100% employer match about $64,977 at 4% or $43,318 at 6%. |
| 2011 | 1 | 38 | $404,046 | $184,313 | $4,850iApproximate average salary by contribution assumption: employee only about $121,259 at 4% or $80,839 at 6%; with 50% employer match about $80,839 at 4% or $53,893 at 6%; with 100% employer match about $60,629 at 4% or $40,420 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 38 | $404,046 | $184,313 | $4,850iApproximate average salary by contribution assumption: employee only about $121,259 at 4% or $80,839 at 6%; with 50% employer match about $80,839 at 4% or $53,893 at 6%; with 100% employer match about $60,629 at 4% or $40,420 at 6%. |
| 2010 | 1 | 30 | $224,212 | $37,311 | $1,244iApproximate average salary by contribution assumption: employee only about $31,093 at 4% or $20,728 at 6%; with 50% employer match about $20,728 at 4% or $13,819 at 6%; with 100% employer match about $15,546 at 4% or $10,364 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 30 | $224,212 | $37,311 | $1,244iApproximate average salary by contribution assumption: employee only about $31,093 at 4% or $20,728 at 6%; with 50% employer match about $20,728 at 4% or $13,819 at 6%; with 100% employer match about $15,546 at 4% or $10,364 at 6%. |
| 2009 | 1 | 30 | $172,991 | $33,054 | $1,102iApproximate average salary by contribution assumption: employee only about $27,545 at 4% or $18,363 at 6%; with 50% employer match about $18,363 at 4% or $12,242 at 6%; with 100% employer match about $13,773 at 4% or $9,182 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 30 | $172,991 | $33,054 | $1,102iApproximate average salary by contribution assumption: employee only about $27,545 at 4% or $18,363 at 6%; with 50% employer match about $18,363 at 4% or $12,242 at 6%; with 100% employer match about $13,773 at 4% or $9,182 at 6%. |
| 2008 | 1 | 30 | $116,571 | $34,574 | $1,152iApproximate average salary by contribution assumption: employee only about $28,812 at 4% or $19,208 at 6%; with 50% employer match about $19,208 at 4% or $12,805 at 6%; with 100% employer match about $14,406 at 4% or $9,604 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 30 | $116,571 | $34,574 | $1,152iApproximate average salary by contribution assumption: employee only about $28,812 at 4% or $19,208 at 6%; with 50% employer match about $19,208 at 4% or $12,805 at 6%; with 100% employer match about $14,406 at 4% or $9,604 at 6%. |
| 2007 | 1 | 28 | $120,580 | $31,583 | $1,128iApproximate average salary by contribution assumption: employee only about $28,199 at 4% or $18,799 at 6%; with 50% employer match about $18,799 at 4% or $12,533 at 6%; with 100% employer match about $14,100 at 4% or $9,400 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 28 | $120,580 | $31,583 | $1,128iApproximate average salary by contribution assumption: employee only about $28,199 at 4% or $18,799 at 6%; with 50% employer match about $18,799 at 4% or $12,533 at 6%; with 100% employer match about $14,100 at 4% or $9,400 at 6%. |
| 2006 | 1 | 28 | $82,442 | $26,684 | $953iApproximate average salary by contribution assumption: employee only about $23,825 at 4% or $15,883 at 6%; with 50% employer match about $15,883 at 4% or $10,589 at 6%; with 100% employer match about $11,913 at 4% or $7,942 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 28 | $82,442 | $26,684 | $953iApproximate average salary by contribution assumption: employee only about $23,825 at 4% or $15,883 at 6%; with 50% employer match about $15,883 at 4% or $10,589 at 6%; with 100% employer match about $11,913 at 4% or $7,942 at 6%. |
| 2005 | 1 | 25 | $50,175 | $23,744 | $950iApproximate average salary by contribution assumption: employee only about $23,744 at 4% or $15,829 at 6%; with 50% employer match about $15,829 at 4% or $10,553 at 6%; with 100% employer match about $11,872 at 4% or $7,915 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 25 | $50,175 | $23,744 | $950iApproximate average salary by contribution assumption: employee only about $23,744 at 4% or $15,829 at 6%; with 50% employer match about $15,829 at 4% or $10,553 at 6%; with 100% employer match about $11,872 at 4% or $7,915 at 6%. |
| 2004 | 1 | 24 | $24,680 | $21,039 | $877iApproximate average salary by contribution assumption: employee only about $21,916 at 4% or $14,610 at 6%; with 50% employer match about $14,610 at 4% or $9,740 at 6%; with 100% employer match about $10,958 at 4% or $7,305 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 24 | $24,680 | $21,039 | $877iApproximate average salary by contribution assumption: employee only about $21,916 at 4% or $14,610 at 6%; with 50% employer match about $14,610 at 4% or $9,740 at 6%; with 100% employer match about $10,958 at 4% or $7,305 at 6%. |
| 2003 | 1 | 21 | $2,256 | $2,184 | $104iApproximate average salary by contribution assumption: employee only about $2,600 at 4% or $1,733 at 6%; with 50% employer match about $1,733 at 4% or $1,156 at 6%; with 100% employer match about $1,300 at 4% or $867 at 6%. |
| Pelton Shepherd Industries 401 K Profit Sharing Plan Trust | - | 21 | $2,256 | $2,184 | $104iApproximate average salary by contribution assumption: employee only about $2,600 at 4% or $1,733 at 6%; with 50% employer match about $1,733 at 4% or $1,156 at 6%; with 100% employer match about $1,300 at 4% or $867 at 6%. |