Buss Shelger Associates
Plan context: Buss Shelger Associates 401(K) Plan
EIN 95-3922266 • Trabuco Canyon, CA • 32 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
6
2024 Assets
$5,125,899
2024 Contributions
$49,103
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 | 6 | $5,125,899 | $49,103 | $8,184iApproximate average salary by contribution assumption: employee only about $204,596 at 4% or $136,397 at 6%; with 50% employer match about $136,397 at 4% or $90,931 at 6%; with 100% employer match about $102,298 at 4% or $68,199 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $5,125,899 | $49,103 | $8,184iApproximate average salary by contribution assumption: employee only about $204,596 at 4% or $136,397 at 6%; with 50% employer match about $136,397 at 4% or $90,931 at 6%; with 100% employer match about $102,298 at 4% or $68,199 at 6%. |
| 2023 | 1 | 6 | $4,544,083 | $51,253 | $8,542iApproximate average salary by contribution assumption: employee only about $213,554 at 4% or $142,369 at 6%; with 50% employer match about $142,369 at 4% or $94,913 at 6%; with 100% employer match about $106,777 at 4% or $71,185 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $4,544,083 | $51,253 | $8,542iApproximate average salary by contribution assumption: employee only about $213,554 at 4% or $142,369 at 6%; with 50% employer match about $142,369 at 4% or $94,913 at 6%; with 100% employer match about $106,777 at 4% or $71,185 at 6%. |
| 2022 | 1 | 6 | $3,788,491 | $59,005 | $9,834iApproximate average salary by contribution assumption: employee only about $245,854 at 4% or $163,903 at 6%; with 50% employer match about $163,903 at 4% or $109,269 at 6%; with 100% employer match about $122,927 at 4% or $81,951 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $3,788,491 | $59,005 | $9,834iApproximate average salary by contribution assumption: employee only about $245,854 at 4% or $163,903 at 6%; with 50% employer match about $163,903 at 4% or $109,269 at 6%; with 100% employer match about $122,927 at 4% or $81,951 at 6%. |
| 2021 | 1 | 6 | $4,854,509 | $69,300 | $11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $4,854,509 | $69,300 | $11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%. |
| 2020 | 1 | 6 | $4,264,879 | $69,300 | $11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $4,264,879 | $69,300 | $11,550iApproximate average salary by contribution assumption: employee only about $288,750 at 4% or $192,500 at 6%; with 50% employer match about $192,500 at 4% or $128,333 at 6%; with 100% employer match about $144,375 at 4% or $96,250 at 6%. |
| 2019 | 1 | 6 | $3,560,364 | $99,160 | $16,527iApproximate average salary by contribution assumption: employee only about $413,167 at 4% or $275,444 at 6%; with 50% employer match about $275,444 at 4% or $183,630 at 6%; with 100% employer match about $206,583 at 4% or $137,722 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $3,560,364 | $99,160 | $16,527iApproximate average salary by contribution assumption: employee only about $413,167 at 4% or $275,444 at 6%; with 50% employer match about $275,444 at 4% or $183,630 at 6%; with 100% employer match about $206,583 at 4% or $137,722 at 6%. |
| 2018 | 1 | 6 | $2,841,266 | $89,542 | $14,924iApproximate average salary by contribution assumption: employee only about $373,092 at 4% or $248,728 at 6%; with 50% employer match about $248,728 at 4% or $165,819 at 6%; with 100% employer match about $186,546 at 4% or $124,364 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $2,841,266 | $89,542 | $14,924iApproximate average salary by contribution assumption: employee only about $373,092 at 4% or $248,728 at 6%; with 50% employer match about $248,728 at 4% or $165,819 at 6%; with 100% employer match about $186,546 at 4% or $124,364 at 6%. |
| 2017 | 1 | 6 | $3,117,946 | $81,840 | $13,640iApproximate average salary by contribution assumption: employee only about $341,000 at 4% or $227,333 at 6%; with 50% employer match about $227,333 at 4% or $151,556 at 6%; with 100% employer match about $170,500 at 4% or $113,667 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $3,117,946 | $81,840 | $13,640iApproximate average salary by contribution assumption: employee only about $341,000 at 4% or $227,333 at 6%; with 50% employer match about $227,333 at 4% or $151,556 at 6%; with 100% employer match about $170,500 at 4% or $113,667 at 6%. |
| 2016 | 1 | 6 | $2,711,499 | $78,955 | $13,159iApproximate average salary by contribution assumption: employee only about $328,979 at 4% or $219,319 at 6%; with 50% employer match about $219,319 at 4% or $146,213 at 6%; with 100% employer match about $164,490 at 4% or $109,660 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $2,711,499 | $78,955 | $13,159iApproximate average salary by contribution assumption: employee only about $328,979 at 4% or $219,319 at 6%; with 50% employer match about $219,319 at 4% or $146,213 at 6%; with 100% employer match about $164,490 at 4% or $109,660 at 6%. |
| 2015 | 1 | 6 | $2,527,638 | $77,675 | $12,946iApproximate average salary by contribution assumption: employee only about $323,646 at 4% or $215,764 at 6%; with 50% employer match about $215,764 at 4% or $143,843 at 6%; with 100% employer match about $161,823 at 4% or $107,882 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 6 | $2,527,638 | $77,675 | $12,946iApproximate average salary by contribution assumption: employee only about $323,646 at 4% or $215,764 at 6%; with 50% employer match about $215,764 at 4% or $143,843 at 6%; with 100% employer match about $161,823 at 4% or $107,882 at 6%. |
| 2014 | 1 | 7 | $2,785,245 | $78,980 | $11,283iApproximate average salary by contribution assumption: employee only about $282,071 at 4% or $188,048 at 6%; with 50% employer match about $188,048 at 4% or $125,365 at 6%; with 100% employer match about $141,036 at 4% or $94,024 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 7 | $2,785,245 | $78,980 | $11,283iApproximate average salary by contribution assumption: employee only about $282,071 at 4% or $188,048 at 6%; with 50% employer match about $188,048 at 4% or $125,365 at 6%; with 100% employer match about $141,036 at 4% or $94,024 at 6%. |
| 2013 | 1 | 7 | $2,576,331 | $77,545 | $11,078iApproximate average salary by contribution assumption: employee only about $276,946 at 4% or $184,631 at 6%; with 50% employer match about $184,631 at 4% or $123,087 at 6%; with 100% employer match about $138,473 at 4% or $92,315 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 7 | $2,576,331 | $77,545 | $11,078iApproximate average salary by contribution assumption: employee only about $276,946 at 4% or $184,631 at 6%; with 50% employer match about $184,631 at 4% or $123,087 at 6%; with 100% employer match about $138,473 at 4% or $92,315 at 6%. |
| 2012 | 1 | 10 | $2,835,795 | $106,814 | $10,681iApproximate average salary by contribution assumption: employee only about $267,035 at 4% or $178,023 at 6%; with 50% employer match about $178,023 at 4% or $118,682 at 6%; with 100% employer match about $133,518 at 4% or $89,012 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 10 | $2,835,795 | $106,814 | $10,681iApproximate average salary by contribution assumption: employee only about $267,035 at 4% or $178,023 at 6%; with 50% employer match about $178,023 at 4% or $118,682 at 6%; with 100% employer match about $133,518 at 4% or $89,012 at 6%. |
| 2011 | 1 | 10 | $2,797,091 | $94,114 | $9,411iApproximate average salary by contribution assumption: employee only about $235,285 at 4% or $156,857 at 6%; with 50% employer match about $156,857 at 4% or $104,571 at 6%; with 100% employer match about $117,643 at 4% or $78,428 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 10 | $2,797,091 | $94,114 | $9,411iApproximate average salary by contribution assumption: employee only about $235,285 at 4% or $156,857 at 6%; with 50% employer match about $156,857 at 4% or $104,571 at 6%; with 100% employer match about $117,643 at 4% or $78,428 at 6%. |
| 2010 | 1 | 10 | $2,816,394 | $88,285 | $8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,094 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 10 | $2,816,394 | $88,285 | $8,829iApproximate average salary by contribution assumption: employee only about $220,713 at 4% or $147,142 at 6%; with 50% employer match about $147,142 at 4% or $98,094 at 6%; with 100% employer match about $110,356 at 4% or $73,571 at 6%. |
| 2009 | 1 | 10 | $2,441,969 | $52,486 | $5,249iApproximate average salary by contribution assumption: employee only about $131,215 at 4% or $87,477 at 6%; with 50% employer match about $87,477 at 4% or $58,318 at 6%; with 100% employer match about $65,608 at 4% or $43,738 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 10 | $2,441,969 | $52,486 | $5,249iApproximate average salary by contribution assumption: employee only about $131,215 at 4% or $87,477 at 6%; with 50% employer match about $87,477 at 4% or $58,318 at 6%; with 100% employer match about $65,608 at 4% or $43,738 at 6%. |
| 2008 | 1 | 9 | $1,994,107 | $99,413 | $11,046iApproximate average salary by contribution assumption: employee only about $276,147 at 4% or $184,098 at 6%; with 50% employer match about $184,098 at 4% or $122,732 at 6%; with 100% employer match about $138,074 at 4% or $92,049 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 9 | $1,994,107 | $99,413 | $11,046iApproximate average salary by contribution assumption: employee only about $276,147 at 4% or $184,098 at 6%; with 50% employer match about $184,098 at 4% or $122,732 at 6%; with 100% employer match about $138,074 at 4% or $92,049 at 6%. |
| 2007 | 1 | 9 | $0 | $0 | - |
| Buss Shelger Associates 401(K) Plan | - | 9 | - | - | - |
| 2006 | 1 | 9 | $2,638,510 | $173,578 | $19,286iApproximate average salary by contribution assumption: employee only about $482,161 at 4% or $321,441 at 6%; with 50% employer match about $321,441 at 4% or $214,294 at 6%; with 100% employer match about $241,081 at 4% or $160,720 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 9 | $2,638,510 | $173,578 | $19,286iApproximate average salary by contribution assumption: employee only about $482,161 at 4% or $321,441 at 6%; with 50% employer match about $321,441 at 4% or $214,294 at 6%; with 100% employer match about $241,081 at 4% or $160,720 at 6%. |
| 2005 | 1 | 9 | $2,280,188 | $130,689 | $14,521iApproximate average salary by contribution assumption: employee only about $363,025 at 4% or $242,017 at 6%; with 50% employer match about $242,017 at 4% or $161,344 at 6%; with 100% employer match about $181,513 at 4% or $121,008 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 9 | $2,280,188 | $130,689 | $14,521iApproximate average salary by contribution assumption: employee only about $363,025 at 4% or $242,017 at 6%; with 50% employer match about $242,017 at 4% or $161,344 at 6%; with 100% employer match about $181,513 at 4% or $121,008 at 6%. |
| 2004 | 2 | 11 | $2,142,929 | $101,334 | $9,212iApproximate average salary by contribution assumption: employee only about $230,305 at 4% or $153,536 at 6%; with 50% employer match about $153,536 at 4% or $102,358 at 6%; with 100% employer match about $115,152 at 4% or $76,768 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 11 | $2,142,929 | $101,334 | $9,212iApproximate average salary by contribution assumption: employee only about $230,305 at 4% or $153,536 at 6%; with 50% employer match about $153,536 at 4% or $102,358 at 6%; with 100% employer match about $115,152 at 4% or $76,768 at 6%. |
| Buss Shelger Associates Money Purchase Pension Plan | - | 0 | - | - | - |
| 2003 | 2 | 8 | $1,910,794 | $124,759 | $15,595iApproximate average salary by contribution assumption: employee only about $389,872 at 4% or $259,915 at 6%; with 50% employer match about $259,915 at 4% or $173,276 at 6%; with 100% employer match about $194,936 at 4% or $129,957 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 8 | $1,677,494 | $124,759 | $15,595iApproximate average salary by contribution assumption: employee only about $389,872 at 4% or $259,915 at 6%; with 50% employer match about $259,915 at 4% or $173,276 at 6%; with 100% employer match about $194,936 at 4% or $129,957 at 6%. |
| Buss Shelger Associates Money Purchase Pension Plan | - | 6 | $233,300 | - | - |
| 2002 | 2 | 9 | $1,676,315 | $70,489 | $7,832iApproximate average salary by contribution assumption: employee only about $195,803 at 4% or $130,535 at 6%; with 50% employer match about $130,535 at 4% or $87,023 at 6%; with 100% employer match about $97,901 at 4% or $65,268 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 9 | $1,676,315 | $70,489 | $7,832iApproximate average salary by contribution assumption: employee only about $195,803 at 4% or $130,535 at 6%; with 50% employer match about $130,535 at 4% or $87,023 at 6%; with 100% employer match about $97,901 at 4% or $65,268 at 6%. |
| Buss Shelger Associates Money Purchase Pension Plan | - | 9 | - | - | - |
| 2001 | 2 | 9 | $0 | $0 | - |
| Buss Shelger Associates Money Purchase Pension Plan | - | 9 | - | - | - |
| Buss Shelger Associates 401(K) Plan | - | 9 | - | - | - |
| 2000 | 2 | 8 | $2,479,575 | $92,446 | $11,556iApproximate average salary by contribution assumption: employee only about $288,894 at 4% or $192,596 at 6%; with 50% employer match about $192,596 at 4% or $128,397 at 6%; with 100% employer match about $144,447 at 4% or $96,298 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 8 | $2,127,514 | $66,084 | $8,261iApproximate average salary by contribution assumption: employee only about $206,513 at 4% or $137,675 at 6%; with 50% employer match about $137,675 at 4% or $91,783 at 6%; with 100% employer match about $103,256 at 4% or $68,838 at 6%. |
| Buss Shelger Associates Money Purchase Pension Plan | - | 8 | $352,061 | $26,362 | $3,295iApproximate average salary by contribution assumption: employee only about $82,381 at 4% or $54,921 at 6%; with 50% employer match about $54,921 at 4% or $36,614 at 6%; with 100% employer match about $41,191 at 4% or $27,460 at 6%. |
| 1999 | 2 | 10 | $3,150,333 | $107,296 | $10,730iApproximate average salary by contribution assumption: employee only about $268,240 at 4% or $178,827 at 6%; with 50% employer match about $178,827 at 4% or $119,218 at 6%; with 100% employer match about $134,120 at 4% or $89,413 at 6%. |
| Buss Shelger Associates 401(K) Plan | - | 10 | $2,733,026 | $78,004 | $7,800iApproximate average salary by contribution assumption: employee only about $195,010 at 4% or $130,007 at 6%; with 50% employer match about $130,007 at 4% or $86,671 at 6%; with 100% employer match about $97,505 at 4% or $65,003 at 6%. |
| Buss Shelger Associates Money Purchase Pension Plan | - | 10 | $417,307 | $29,292 | $2,929iApproximate average salary by contribution assumption: employee only about $73,230 at 4% or $48,820 at 6%; with 50% employer match about $48,820 at 4% or $32,547 at 6%; with 100% employer match about $36,615 at 4% or $24,410 at 6%. |