Civic Intelligence

Sherman V Allen Inc

Plan context: Sherman V. Allen Inc. 401(K) Plan

EIN 03-0286088 • Rutland, VT • 42 filings • 11 plans

56 1/2 Merchants RowRutland, VT 05701
Current Snapshot

Latest Year

2021

2021 Participants

53

2021 Assets

$13,764

2021 Contributions

$38,524

Historical Graphs

Total Assets Over Time

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

$830,297$415,149$0200020102019YearValue
$13,764Latest year 2019

Participants Over Time

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

162810199920102021YearValue
53Latest year 2021

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
2021153$0$0-
Sun Life Assurance of Canada Programs-53---
2020195$0$0-
Sun Life Assurance of Canada Programs-95---
2019293$13,764$0-
Sherman V. Allen Inc. 401(K) Plan-3$13,764--
Sun Life Assurance of Canada Programs-93---
20182141$11,131$0-
Sherman V. Allen Inc. 401(K) Plan-3$11,131--
Sun Life Assurance of Canada Programs-141---
20172126$824,578$38,524$306iApproximate average salary by contribution assumption: employee only about $7,644 at 4% or $5,096 at 6%; with 50% employer match about $5,096 at 4% or $3,397 at 6%; with 100% employer match about $3,822 at 4% or $2,548 at 6%.
Sherman V. Allen Inc. 401(K) Plan-0$824,578$38,524-
Sun Life Assurance of Canada Programs-126---
20162131$830,297$42,171$322iApproximate average salary by contribution assumption: employee only about $8,048 at 4% or $5,365 at 6%; with 50% employer match about $5,365 at 4% or $3,577 at 6%; with 100% employer match about $4,024 at 4% or $2,683 at 6%.
Sherman V. Allen Inc. 401(K) Plan-112$830,297$42,171$377iApproximate average salary by contribution assumption: employee only about $9,413 at 4% or $6,275 at 6%; with 50% employer match about $6,275 at 4% or $4,184 at 6%; with 100% employer match about $4,707 at 4% or $3,138 at 6%.
Sun Life Assurance of Canada Programs-131---
20152122$794,427$43,194$354iApproximate average salary by contribution assumption: employee only about $8,851 at 4% or $5,901 at 6%; with 50% employer match about $5,901 at 4% or $3,934 at 6%; with 100% employer match about $4,426 at 4% or $2,950 at 6%.
Sherman V. Allen Inc. 401(K) Plan-122$794,427$43,194$354iApproximate average salary by contribution assumption: employee only about $8,851 at 4% or $5,901 at 6%; with 50% employer match about $5,901 at 4% or $3,934 at 6%; with 100% employer match about $4,426 at 4% or $2,950 at 6%.
Sun Life Assurance of Canada Programs-109---
20142131$756,447$52,080$398iApproximate average salary by contribution assumption: employee only about $9,939 at 4% or $6,626 at 6%; with 50% employer match about $6,626 at 4% or $4,417 at 6%; with 100% employer match about $4,969 at 4% or $3,313 at 6%.
Sherman V. Allen Inc. 401(K) Plan-131$756,447$52,080$398iApproximate average salary by contribution assumption: employee only about $9,939 at 4% or $6,626 at 6%; with 50% employer match about $6,626 at 4% or $4,417 at 6%; with 100% employer match about $4,969 at 4% or $3,313 at 6%.
Sun Life Assurance of Canada Programs-105---
20132111$706,000$62,172$560iApproximate average salary by contribution assumption: employee only about $14,003 at 4% or $9,335 at 6%; with 50% employer match about $9,335 at 4% or $6,223 at 6%; with 100% employer match about $7,001 at 4% or $4,668 at 6%.
Sherman V. Allen Inc. 401(K) Plan-111$706,000$62,172$560iApproximate average salary by contribution assumption: employee only about $14,003 at 4% or $9,335 at 6%; with 50% employer match about $9,335 at 4% or $6,223 at 6%; with 100% employer match about $7,001 at 4% or $4,668 at 6%.
Sun Life Assurance of Canada Programs-109---
20123151$607,630$63,660$422iApproximate average salary by contribution assumption: employee only about $10,540 at 4% or $7,026 at 6%; with 50% employer match about $7,026 at 4% or $4,684 at 6%; with 100% employer match about $5,270 at 4% or $3,513 at 6%.
Sherman V. Allen Inc. 401(K) Plan-151$607,630$63,660$422iApproximate average salary by contribution assumption: employee only about $10,540 at 4% or $7,026 at 6%; with 50% employer match about $7,026 at 4% or $4,684 at 6%; with 100% employer match about $5,270 at 4% or $3,513 at 6%.
Sun Life Assurance of Canada Programs-121---
Sherman V. Allen Inc Dental Plan-75---
20112121$505,280$54,436$450iApproximate average salary by contribution assumption: employee only about $11,247 at 4% or $7,498 at 6%; with 50% employer match about $7,498 at 4% or $4,999 at 6%; with 100% employer match about $5,624 at 4% or $3,749 at 6%.
Sherman V. Allen Inc. 401(K) Plan-43$505,280$54,436$1,266iApproximate average salary by contribution assumption: employee only about $31,649 at 4% or $21,099 at 6%; with 50% employer match about $21,099 at 4% or $14,066 at 6%; with 100% employer match about $15,824 at 4% or $10,550 at 6%.
Sun Life Assurance of Canada Programs-121---
20103159$612,906$68,026$428iApproximate average salary by contribution assumption: employee only about $10,696 at 4% or $7,131 at 6%; with 50% employer match about $7,131 at 4% or $4,754 at 6%; with 100% employer match about $5,348 at 4% or $3,565 at 6%.
Sherman V. Allen Inc. 401(K) Plan-159$612,906$68,026$428iApproximate average salary by contribution assumption: employee only about $10,696 at 4% or $7,131 at 6%; with 50% employer match about $7,131 at 4% or $4,754 at 6%; with 100% employer match about $5,348 at 4% or $3,565 at 6%.
Sun Life Assurance of Canada Programs-117---
Sherman V. Allen Inc Dental Plan-98---
20093162$526,963$83,306$514iApproximate average salary by contribution assumption: employee only about $12,856 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,428 at 4% or $4,285 at 6%.
Sherman V. Allen Inc. 401(K) Plan-162$526,963$83,306$514iApproximate average salary by contribution assumption: employee only about $12,856 at 4% or $8,571 at 6%; with 50% employer match about $8,571 at 4% or $5,714 at 6%; with 100% employer match about $6,428 at 4% or $4,285 at 6%.
Sun Life Assurance of Canada Programs-120---
Sherman V. Allen Inc Dental Plan-100---
20082136$333,390$76,693$564iApproximate average salary by contribution assumption: employee only about $14,098 at 4% or $9,399 at 6%; with 50% employer match about $9,399 at 4% or $6,266 at 6%; with 100% employer match about $7,049 at 4% or $4,699 at 6%.
Sherman V. Allen Inc. 401(K) Plan-136$333,390$76,693$564iApproximate average salary by contribution assumption: employee only about $14,098 at 4% or $9,399 at 6%; with 50% employer match about $9,399 at 4% or $6,266 at 6%; with 100% employer match about $7,049 at 4% or $4,699 at 6%.
Sherman V. Allen Inc Dental Plan-91---
20072111$589,279$68,404$616iApproximate average salary by contribution assumption: employee only about $15,406 at 4% or $10,271 at 6%; with 50% employer match about $10,271 at 4% or $6,847 at 6%; with 100% employer match about $7,703 at 4% or $5,135 at 6%.
Sherman V. Allen Inc. 401(K) Plan-111$589,279$68,404$616iApproximate average salary by contribution assumption: employee only about $15,406 at 4% or $10,271 at 6%; with 50% employer match about $10,271 at 4% or $6,847 at 6%; with 100% employer match about $7,703 at 4% or $5,135 at 6%.
Sherman V. Allen Inc Dental Plan-0---
2006295$568,849$67,340$709iApproximate average salary by contribution assumption: employee only about $17,721 at 4% or $11,814 at 6%; with 50% employer match about $11,814 at 4% or $7,876 at 6%; with 100% employer match about $8,861 at 4% or $5,907 at 6%.
Sherman V. Allen Inc. 401(K) Plan-95$568,849$67,340$709iApproximate average salary by contribution assumption: employee only about $17,721 at 4% or $11,814 at 6%; with 50% employer match about $11,814 at 4% or $7,876 at 6%; with 100% employer match about $8,861 at 4% or $5,907 at 6%.
Sherman V. Allen Inc Dental Plan-70---
2005289$515,551$70,992$798iApproximate average salary by contribution assumption: employee only about $19,942 at 4% or $13,294 at 6%; with 50% employer match about $13,294 at 4% or $8,863 at 6%; with 100% employer match about $9,971 at 4% or $6,647 at 6%.
Sherman V. Allen Inc. 401(K) Plan-89$515,551$70,992$798iApproximate average salary by contribution assumption: employee only about $19,942 at 4% or $13,294 at 6%; with 50% employer match about $13,294 at 4% or $8,863 at 6%; with 100% employer match about $9,971 at 4% or $6,647 at 6%.
Sherman V. Allen Inc Dental Plan-74---
2004189$430,462$63,888$718iApproximate average salary by contribution assumption: employee only about $17,946 at 4% or $11,964 at 6%; with 50% employer match about $11,964 at 4% or $7,976 at 6%; with 100% employer match about $8,973 at 4% or $5,982 at 6%.
Sherman V. Allen Inc. 401(K) Plan-89$430,462$63,888$718iApproximate average salary by contribution assumption: employee only about $17,946 at 4% or $11,964 at 6%; with 50% employer match about $11,964 at 4% or $7,976 at 6%; with 100% employer match about $8,973 at 4% or $5,982 at 6%.
2003190$326,593$54,635$607iApproximate average salary by contribution assumption: employee only about $15,176 at 4% or $10,118 at 6%; with 50% employer match about $10,118 at 4% or $6,745 at 6%; with 100% employer match about $7,588 at 4% or $5,059 at 6%.
Sherman V. Allen Inc. 401(K) Plan-90$326,593$54,635$607iApproximate average salary by contribution assumption: employee only about $15,176 at 4% or $10,118 at 6%; with 50% employer match about $10,118 at 4% or $6,745 at 6%; with 100% employer match about $7,588 at 4% or $5,059 at 6%.
2002166$219,462$48,993$742iApproximate average salary by contribution assumption: employee only about $18,558 at 4% or $12,372 at 6%; with 50% employer match about $12,372 at 4% or $8,248 at 6%; with 100% employer match about $9,279 at 4% or $6,186 at 6%.
Sherman V. Allen Inc. 401(K) Plan-66$219,462$48,993$742iApproximate average salary by contribution assumption: employee only about $18,558 at 4% or $12,372 at 6%; with 50% employer match about $12,372 at 4% or $8,248 at 6%; with 100% employer match about $9,279 at 4% or $6,186 at 6%.
2001164$204,149$48,423$757iApproximate average salary by contribution assumption: employee only about $18,915 at 4% or $12,610 at 6%; with 50% employer match about $12,610 at 4% or $8,407 at 6%; with 100% employer match about $9,458 at 4% or $6,305 at 6%.
Sherman V. Allen Inc. 401(K) Plan-64$204,149$48,423$757iApproximate average salary by contribution assumption: employee only about $18,915 at 4% or $12,610 at 6%; with 50% employer match about $12,610 at 4% or $8,407 at 6%; with 100% employer match about $9,458 at 4% or $6,305 at 6%.
2000277$190,868$234,806$3,049iApproximate average salary by contribution assumption: employee only about $76,236 at 4% or $50,824 at 6%; with 50% employer match about $50,824 at 4% or $33,883 at 6%; with 100% employer match about $38,118 at 4% or $25,412 at 6%.
Sherman V. Allen Inc. 401(K) Plan-71$190,868$34,721$489iApproximate average salary by contribution assumption: employee only about $12,226 at 4% or $8,150 at 6%; with 50% employer match about $8,150 at 4% or $5,434 at 6%; with 100% employer match about $6,113 at 4% or $4,075 at 6%.
Sherman V. Allen Inc Flexible Benefits Plan-77-$200,085$2,599iApproximate average salary by contribution assumption: employee only about $64,963 at 4% or $43,308 at 6%; with 50% employer match about $43,308 at 4% or $28,872 at 6%; with 100% employer match about $32,481 at 4% or $21,654 at 6%.
1999157$0$25,999$456iApproximate average salary by contribution assumption: employee only about $11,403 at 4% or $7,602 at 6%; with 50% employer match about $7,602 at 4% or $5,068 at 6%; with 100% employer match about $5,702 at 4% or $3,801 at 6%.
Sherman V. Allen Inc Flexible Benefits Plan-57-$25,999$456iApproximate average salary by contribution assumption: employee only about $11,403 at 4% or $7,602 at 6%; with 50% employer match about $7,602 at 4% or $5,068 at 6%; with 100% employer match about $5,702 at 4% or $3,801 at 6%.