J Shelton Associates Inc.

Form 5500

J SHELTON ASSOCIATES, INC.

12400 Coit Rd Suite 650, Dallas, Tx 75251 (972) 239-5119 EIN:75-2530298 Plan Admin:Amanda Paddock

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameSHELTON GROUP 401(K) PLAN Plan #001 Participants BOY/EOY27 / 28 Assets BOY/EOY$2,146,698 / $2,626,085	2023	SHELTON GROUP 401(K) PLAN - Plan #001	27 / 28	$2,146,698 / $2,626,085
2022	Plan NameSHELTON GROUP 401(K) PLAN Plan #001 Participants BOY/EOY29 / 27 Assets BOY/EOY$2,797,803 / $2,146,698	2022	SHELTON GROUP 401(K) PLAN - Plan #001	29 / 27	$2,797,803 / $2,146,698
2021	Plan NameSHELTON GROUP 401(K) PLAN Plan #001 Participants BOY/EOY27 / 29 Assets BOY/EOY$2,372,540 / $2,797,803	2021	SHELTON GROUP 401(K) PLAN - Plan #001	27 / 29	$2,372,540 / $2,797,803
2020	Plan NameSHELTON GROUP 401(K) PLAN Plan #001 Participants BOY/EOY26 / 27 Assets BOY/EOY$1,944,242 / $2,372,540	2020	SHELTON GROUP 401(K) PLAN - Plan #001	26 / 27	$1,944,242 / $2,372,540
2019	Plan NameSHELTON GROUP 401(K) PLAN Plan #001 Participants BOY/EOY23 / 26 Assets BOY/EOY$1,456,852 / $1,944,242	2019	SHELTON GROUP 401(K) PLAN - Plan #001	23 / 26	$1,456,852 / $1,944,242