Civic Intelligence

Shields, Harper & Company

Plan context: Shields, Harper & Company Employee Stock Ownership Plan

EIN 94-1751530 • Martinez, CA • 52 filings • 2 plans

4591 Pacheco BlvdMartinez, CA 94553
Current Snapshot

Latest Year

2024

2024 Participants

69

2024 Assets

$32,709,398

2024 Contributions

$1,284,963

Historical Graphs

Total Assets Over Time

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

$35,432,745$17,716,373$0199920142024YearValue
$32,709,398Latest year 2024

Participants Over Time

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

80400199920122024YearValue
69Latest 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
2024269$32,709,398$1,284,963$18,623iApproximate average salary by contribution assumption: employee only about $465,566 at 4% or $310,378 at 6%; with 50% employer match about $310,378 at 4% or $206,918 at 6%; with 100% employer match about $232,783 at 4% or $155,189 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-58$19,237,474$588,948$10,154iApproximate average salary by contribution assumption: employee only about $253,857 at 4% or $169,238 at 6%; with 50% employer match about $169,238 at 4% or $112,825 at 6%; with 100% employer match about $126,928 at 4% or $84,619 at 6%.
Shields, Harper & Company Profit Sharing Plan-69$13,471,924$696,015$10,087iApproximate average salary by contribution assumption: employee only about $252,179 at 4% or $168,120 at 6%; with 50% employer match about $168,120 at 4% or $112,080 at 6%; with 100% employer match about $126,090 at 4% or $84,060 at 6%.
2023271$31,728,253$2,758,776$38,856iApproximate average salary by contribution assumption: employee only about $971,400 at 4% or $647,600 at 6%; with 50% employer match about $647,600 at 4% or $431,733 at 6%; with 100% employer match about $485,700 at 4% or $323,800 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-52$19,450,469$2,071,824$39,843iApproximate average salary by contribution assumption: employee only about $996,069 at 4% or $664,046 at 6%; with 50% employer match about $664,046 at 4% or $442,697 at 6%; with 100% employer match about $498,035 at 4% or $332,023 at 6%.
Shields, Harper & Company Profit Sharing Plan-71$12,277,784$686,952$9,675iApproximate average salary by contribution assumption: employee only about $241,885 at 4% or $161,256 at 6%; with 50% employer match about $161,256 at 4% or $107,504 at 6%; with 100% employer match about $120,942 at 4% or $80,628 at 6%.
2022273$32,443,500$2,411,688$33,037iApproximate average salary by contribution assumption: employee only about $825,921 at 4% or $550,614 at 6%; with 50% employer match about $550,614 at 4% or $367,076 at 6%; with 100% employer match about $412,960 at 4% or $275,307 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-52$19,348,748$1,271,456$24,451iApproximate average salary by contribution assumption: employee only about $611,277 at 4% or $407,518 at 6%; with 50% employer match about $407,518 at 4% or $271,679 at 6%; with 100% employer match about $305,638 at 4% or $203,759 at 6%.
Shields, Harper & Company Profit Sharing Plan-73$13,094,752$1,140,232$15,620iApproximate average salary by contribution assumption: employee only about $390,490 at 4% or $260,327 at 6%; with 50% employer match about $260,327 at 4% or $173,551 at 6%; with 100% employer match about $195,245 at 4% or $130,163 at 6%.
2021277$35,432,745$2,766,527$35,929iApproximate average salary by contribution assumption: employee only about $898,223 at 4% or $598,815 at 6%; with 50% employer match about $598,815 at 4% or $399,210 at 6%; with 100% employer match about $449,112 at 4% or $299,408 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-58$18,308,676$1,767,501$30,474iApproximate average salary by contribution assumption: employee only about $761,854 at 4% or $507,903 at 6%; with 50% employer match about $507,903 at 4% or $338,602 at 6%; with 100% employer match about $380,927 at 4% or $253,951 at 6%.
Shields, Harper & Company Profit Sharing Plan-77$17,124,069$999,026$12,974iApproximate average salary by contribution assumption: employee only about $324,359 at 4% or $216,239 at 6%; with 50% employer match about $216,239 at 4% or $144,160 at 6%; with 100% employer match about $162,180 at 4% or $108,120 at 6%.
2020274$30,970,870$1,473,262$19,909iApproximate average salary by contribution assumption: employee only about $497,724 at 4% or $331,816 at 6%; with 50% employer match about $331,816 at 4% or $221,211 at 6%; with 100% employer match about $248,862 at 4% or $165,908 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-54$15,598,311$772,195$14,300iApproximate average salary by contribution assumption: employee only about $357,498 at 4% or $238,332 at 6%; with 50% employer match about $238,332 at 4% or $158,888 at 6%; with 100% employer match about $178,749 at 4% or $119,166 at 6%.
Shields, Harper & Company Profit Sharing Plan-74$15,372,559$701,067$9,474iApproximate average salary by contribution assumption: employee only about $236,847 at 4% or $157,898 at 6%; with 50% employer match about $157,898 at 4% or $105,265 at 6%; with 100% employer match about $118,423 at 4% or $78,949 at 6%.
2019265$24,742,268$1,442,411$22,191iApproximate average salary by contribution assumption: employee only about $554,773 at 4% or $369,849 at 6%; with 50% employer match about $369,849 at 4% or $246,566 at 6%; with 100% employer match about $277,387 at 4% or $184,924 at 6%.
Shields, Harper & Company Profit Sharing Plan-65$13,392,851$796,886$12,260iApproximate average salary by contribution assumption: employee only about $306,495 at 4% or $204,330 at 6%; with 50% employer match about $204,330 at 4% or $136,220 at 6%; with 100% employer match about $153,247 at 4% or $102,165 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-54$11,349,417$645,525$11,954iApproximate average salary by contribution assumption: employee only about $298,854 at 4% or $199,236 at 6%; with 50% employer match about $199,236 at 4% or $132,824 at 6%; with 100% employer match about $149,427 at 4% or $99,618 at 6%.
2018269$22,619,044$1,343,366$19,469iApproximate average salary by contribution assumption: employee only about $486,727 at 4% or $324,485 at 6%; with 50% employer match about $324,485 at 4% or $216,323 at 6%; with 100% employer match about $243,363 at 4% or $162,242 at 6%.
Shields, Harper & Company Profit Sharing Plan-69$11,661,186$824,286$11,946iApproximate average salary by contribution assumption: employee only about $298,654 at 4% or $199,103 at 6%; with 50% employer match about $199,103 at 4% or $132,735 at 6%; with 100% employer match about $149,327 at 4% or $99,551 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-50$10,957,858$519,080$10,382iApproximate average salary by contribution assumption: employee only about $259,540 at 4% or $173,027 at 6%; with 50% employer match about $173,027 at 4% or $115,351 at 6%; with 100% employer match about $129,770 at 4% or $86,513 at 6%.
2017273$22,155,476$1,550,361$21,238iApproximate average salary by contribution assumption: employee only about $530,946 at 4% or $353,964 at 6%; with 50% employer match about $353,964 at 4% or $235,976 at 6%; with 100% employer match about $265,473 at 4% or $176,982 at 6%.
Shields, Harper & Company Profit Sharing Plan-73$11,600,341$1,008,044$13,809iApproximate average salary by contribution assumption: employee only about $345,221 at 4% or $230,147 at 6%; with 50% employer match about $230,147 at 4% or $153,431 at 6%; with 100% employer match about $172,610 at 4% or $115,074 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-48$10,555,135$542,317$11,298iApproximate average salary by contribution assumption: employee only about $282,457 at 4% or $188,305 at 6%; with 50% employer match about $188,305 at 4% or $125,536 at 6%; with 100% employer match about $141,228 at 4% or $94,152 at 6%.
2016269$20,858,193$930,572$13,487iApproximate average salary by contribution assumption: employee only about $337,164 at 4% or $224,776 at 6%; with 50% employer match about $224,776 at 4% or $149,851 at 6%; with 100% employer match about $168,582 at 4% or $112,388 at 6%.
Shields, Harper & Company Profit Sharing Plan-69$10,785,786$633,043$9,175iApproximate average salary by contribution assumption: employee only about $229,363 at 4% or $152,909 at 6%; with 50% employer match about $152,909 at 4% or $101,939 at 6%; with 100% employer match about $114,682 at 4% or $76,454 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-49$10,072,407$297,529$6,072iApproximate average salary by contribution assumption: employee only about $151,801 at 4% or $101,200 at 6%; with 50% employer match about $101,200 at 4% or $67,467 at 6%; with 100% employer match about $75,900 at 4% or $50,600 at 6%.
2015265$19,455,614$576,708$8,872iApproximate average salary by contribution assumption: employee only about $221,811 at 4% or $147,874 at 6%; with 50% employer match about $147,874 at 4% or $98,583 at 6%; with 100% employer match about $110,905 at 4% or $73,937 at 6%.
Shields, Harper & Company Profit Sharing Plan-65$9,990,460$390,848$6,013iApproximate average salary by contribution assumption: employee only about $150,326 at 4% or $100,217 at 6%; with 50% employer match about $100,217 at 4% or $66,812 at 6%; with 100% employer match about $75,163 at 4% or $50,109 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-49$9,465,154$185,860$3,793iApproximate average salary by contribution assumption: employee only about $94,827 at 4% or $63,218 at 6%; with 50% employer match about $63,218 at 4% or $42,145 at 6%; with 100% employer match about $47,413 at 4% or $31,609 at 6%.
2014270$17,331,452$504,225$7,203iApproximate average salary by contribution assumption: employee only about $180,080 at 4% or $120,054 at 6%; with 50% employer match about $120,054 at 4% or $80,036 at 6%; with 100% employer match about $90,040 at 4% or $60,027 at 6%.
Shields, Harper & Company Profit Sharing Plan-70$10,192,048$363,139$5,188iApproximate average salary by contribution assumption: employee only about $129,693 at 4% or $86,462 at 6%; with 50% employer match about $86,462 at 4% or $57,641 at 6%; with 100% employer match about $64,846 at 4% or $43,231 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-43$7,139,404$141,086$3,281iApproximate average salary by contribution assumption: employee only about $82,027 at 4% or $54,684 at 6%; with 50% employer match about $54,684 at 4% or $36,456 at 6%; with 100% employer match about $41,013 at 4% or $27,342 at 6%.
2013262$16,408,932$763,105$12,308iApproximate average salary by contribution assumption: employee only about $307,704 at 4% or $205,136 at 6%; with 50% employer match about $205,136 at 4% or $136,757 at 6%; with 100% employer match about $153,852 at 4% or $102,568 at 6%.
Shields, Harper & Company Profit Sharing Plan-62$9,766,990$441,919$7,128iApproximate average salary by contribution assumption: employee only about $178,193 at 4% or $118,795 at 6%; with 50% employer match about $118,795 at 4% or $79,197 at 6%; with 100% employer match about $89,097 at 4% or $59,398 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-50$6,641,942$321,186$6,424iApproximate average salary by contribution assumption: employee only about $160,593 at 4% or $107,062 at 6%; with 50% employer match about $107,062 at 4% or $71,375 at 6%; with 100% employer match about $80,297 at 4% or $53,531 at 6%.
2012260$14,060,636$775,145$12,919iApproximate average salary by contribution assumption: employee only about $322,977 at 4% or $215,318 at 6%; with 50% employer match about $215,318 at 4% or $143,545 at 6%; with 100% employer match about $161,489 at 4% or $107,659 at 6%.
Shields, Harper & Company Profit Sharing Plan-60$8,454,427$557,258$9,288iApproximate average salary by contribution assumption: employee only about $232,191 at 4% or $154,794 at 6%; with 50% employer match about $154,794 at 4% or $103,196 at 6%; with 100% employer match about $116,095 at 4% or $77,397 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-51$5,606,209$217,887$4,272iApproximate average salary by contribution assumption: employee only about $106,807 at 4% or $71,205 at 6%; with 50% employer match about $71,205 at 4% or $47,470 at 6%; with 100% employer match about $53,404 at 4% or $35,602 at 6%.
2011266$11,939,830$612,824$9,285iApproximate average salary by contribution assumption: employee only about $232,130 at 4% or $154,754 at 6%; with 50% employer match about $154,754 at 4% or $103,169 at 6%; with 100% employer match about $116,065 at 4% or $77,377 at 6%.
Shields, Harper & Company Profit Sharing Plan-66$7,725,889$310,441$4,704iApproximate average salary by contribution assumption: employee only about $117,591 at 4% or $78,394 at 6%; with 50% employer match about $78,394 at 4% or $52,263 at 6%; with 100% employer match about $58,796 at 4% or $39,197 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-52$4,213,941$302,383$5,815iApproximate average salary by contribution assumption: employee only about $145,376 at 4% or $96,918 at 6%; with 50% employer match about $96,918 at 4% or $64,612 at 6%; with 100% employer match about $72,688 at 4% or $48,459 at 6%.
2010276$14,310,922$1,152,715$15,167iApproximate average salary by contribution assumption: employee only about $379,183 at 4% or $252,788 at 6%; with 50% employer match about $252,788 at 4% or $168,526 at 6%; with 100% employer match about $189,591 at 4% or $126,394 at 6%.
Shields, Harper & Company Profit Sharing Plan-76$8,079,520$473,840$6,235iApproximate average salary by contribution assumption: employee only about $155,868 at 4% or $103,912 at 6%; with 50% employer match about $103,912 at 4% or $69,275 at 6%; with 100% employer match about $77,934 at 4% or $51,956 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-60$6,231,402$678,875$11,315iApproximate average salary by contribution assumption: employee only about $282,865 at 4% or $188,576 at 6%; with 50% employer match about $188,576 at 4% or $125,718 at 6%; with 100% employer match about $141,432 at 4% or $94,288 at 6%.
2009280$13,475,883$1,484,484$18,556iApproximate average salary by contribution assumption: employee only about $463,901 at 4% or $309,268 at 6%; with 50% employer match about $309,268 at 4% or $206,178 at 6%; with 100% employer match about $231,951 at 4% or $154,634 at 6%.
Shields, Harper & Company Profit Sharing Plan-80$7,187,405$610,003$7,625iApproximate average salary by contribution assumption: employee only about $190,626 at 4% or $127,084 at 6%; with 50% employer match about $127,084 at 4% or $84,723 at 6%; with 100% employer match about $95,313 at 4% or $63,542 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-61$6,288,478$874,481$14,336iApproximate average salary by contribution assumption: employee only about $358,394 at 4% or $238,929 at 6%; with 50% employer match about $238,929 at 4% or $159,286 at 6%; with 100% employer match about $179,197 at 4% or $119,465 at 6%.
2008268$10,880,518$1,040,672$15,304iApproximate average salary by contribution assumption: employee only about $382,600 at 4% or $255,067 at 6%; with 50% employer match about $255,067 at 4% or $170,044 at 6%; with 100% employer match about $191,300 at 4% or $127,533 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-60$5,884,983$611,229$10,187iApproximate average salary by contribution assumption: employee only about $254,679 at 4% or $169,786 at 6%; with 50% employer match about $169,786 at 4% or $113,191 at 6%; with 100% employer match about $127,339 at 4% or $84,893 at 6%.
Shields, Harper & Company Profit Sharing Plan-68$4,995,535$429,443$6,315iApproximate average salary by contribution assumption: employee only about $157,883 at 4% or $105,256 at 6%; with 50% employer match about $105,256 at 4% or $70,170 at 6%; with 100% employer match about $78,942 at 4% or $52,628 at 6%.
2007272$0$0-
Shields, Harper & Company Employee Stock Ownership Plan-53---
Shields, Harper & Company Profit Sharing Plan-72---
2006268$10,648,804$922,615$13,568iApproximate average salary by contribution assumption: employee only about $339,197 at 4% or $226,131 at 6%; with 50% employer match about $226,131 at 4% or $150,754 at 6%; with 100% employer match about $169,598 at 4% or $113,066 at 6%.
Shields, Harper & Company Profit Sharing Plan-68$6,656,694$395,783$5,820iApproximate average salary by contribution assumption: employee only about $145,508 at 4% or $97,006 at 6%; with 50% employer match about $97,006 at 4% or $64,670 at 6%; with 100% employer match about $72,754 at 4% or $48,503 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-51$3,992,110$526,832$10,330iApproximate average salary by contribution assumption: employee only about $258,251 at 4% or $172,167 at 6%; with 50% employer match about $172,167 at 4% or $114,778 at 6%; with 100% employer match about $129,125 at 4% or $86,084 at 6%.
2005254$9,584,940$205,396$3,804iApproximate average salary by contribution assumption: employee only about $95,091 at 4% or $63,394 at 6%; with 50% employer match about $63,394 at 4% or $42,263 at 6%; with 100% employer match about $47,545 at 4% or $31,697 at 6%.
Shields, Harper & Company Profit Sharing Plan-54$6,065,001$60,310$1,117iApproximate average salary by contribution assumption: employee only about $27,921 at 4% or $18,614 at 6%; with 50% employer match about $18,614 at 4% or $12,409 at 6%; with 100% employer match about $13,961 at 4% or $9,307 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-54$3,519,939$145,086$2,687iApproximate average salary by contribution assumption: employee only about $67,169 at 4% or $44,780 at 6%; with 50% employer match about $44,780 at 4% or $29,853 at 6%; with 100% employer match about $33,585 at 4% or $22,390 at 6%.
2004265$7,154,511$441,389$6,791iApproximate average salary by contribution assumption: employee only about $169,765 at 4% or $113,177 at 6%; with 50% employer match about $113,177 at 4% or $75,451 at 6%; with 100% employer match about $84,883 at 4% or $56,588 at 6%.
Shields, Harper & Company Profit Sharing Plan-65$5,704,895$385,983$5,938iApproximate average salary by contribution assumption: employee only about $148,455 at 4% or $98,970 at 6%; with 50% employer match about $98,970 at 4% or $65,980 at 6%; with 100% employer match about $74,228 at 4% or $49,485 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-48$1,449,616$55,406$1,154iApproximate average salary by contribution assumption: employee only about $28,857 at 4% or $19,238 at 6%; with 50% employer match about $19,238 at 4% or $12,825 at 6%; with 100% employer match about $14,429 at 4% or $9,619 at 6%.
2003261$1,226,149$21,072$345iApproximate average salary by contribution assumption: employee only about $8,636 at 4% or $5,757 at 6%; with 50% employer match about $5,757 at 4% or $3,838 at 6%; with 100% employer match about $4,318 at 4% or $2,879 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-48$1,226,149$21,072$439iApproximate average salary by contribution assumption: employee only about $10,975 at 4% or $7,317 at 6%; with 50% employer match about $7,317 at 4% or $4,878 at 6%; with 100% employer match about $5,488 at 4% or $3,658 at 6%.
Shields, Harper & Company Profit Sharing Plan-61---
2002258$0$0-
Shields, Harper & Company Employee Stock Ownership Plan-48---
Shields, Harper & Company Profit Sharing Plan-58---
2001242$0$0-
Shields, Harper & Company Employee Stock Ownership Plan-42---
Shields, Harper & Company Profit Sharing Plan-40---
2000257$0$0-
Shields, Harper & Company Employee Stock Ownership Plan-44---
Shields, Harper & Company Profit Sharing Plan-57---
1999249$6,075,916$250,594$5,114iApproximate average salary by contribution assumption: employee only about $127,854 at 4% or $85,236 at 6%; with 50% employer match about $85,236 at 4% or $56,824 at 6%; with 100% employer match about $63,927 at 4% or $42,618 at 6%.
Shields, Harper & Company Profit Sharing Plan-49$4,950,592$250,594$5,114iApproximate average salary by contribution assumption: employee only about $127,854 at 4% or $85,236 at 6%; with 50% employer match about $85,236 at 4% or $56,824 at 6%; with 100% employer match about $63,927 at 4% or $42,618 at 6%.
Shields, Harper & Company Employee Stock Ownership Plan-44$1,125,324--