Civic Intelligence

Sherin and Lodgen LLP

Plan context: Sherin and Lodgen Retirement Plan

EIN 04-2023901 • Boston, MA • 51 filings • 3 plans

101 Federal StreetBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

70

2024 Assets

$46,354,384

2024 Contributions

$2,115,471

Historical Graphs

Total Assets Over Time

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

$46,354,384$23,177,192$0199920132024YearValue
$46,354,384Latest year 2024

Participants Over Time

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

83420199920122024YearValue
70Latest 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
2024270$46,354,384$2,115,471$30,221iApproximate average salary by contribution assumption: employee only about $755,525 at 4% or $503,684 at 6%; with 50% employer match about $503,684 at 4% or $335,789 at 6%; with 100% employer match about $377,763 at 4% or $251,842 at 6%.
Sherin and Lodgen Retirement Plan-49$25,125,439$908,423$18,539iApproximate average salary by contribution assumption: employee only about $463,481 at 4% or $308,987 at 6%; with 50% employer match about $308,987 at 4% or $205,992 at 6%; with 100% employer match about $231,741 at 4% or $154,494 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-70$21,228,945$1,207,048$17,244iApproximate average salary by contribution assumption: employee only about $431,089 at 4% or $287,392 at 6%; with 50% employer match about $287,392 at 4% or $191,595 at 6%; with 100% employer match about $215,544 at 4% or $143,696 at 6%.
2023280$39,121,608$1,965,072$24,563iApproximate average salary by contribution assumption: employee only about $614,085 at 4% or $409,390 at 6%; with 50% employer match about $409,390 at 4% or $272,927 at 6%; with 100% employer match about $307,043 at 4% or $204,695 at 6%.
Sherin and Lodgen Retirement Plan-80$21,414,278$927,912$11,599iApproximate average salary by contribution assumption: employee only about $289,973 at 4% or $193,315 at 6%; with 50% employer match about $193,315 at 4% or $128,877 at 6%; with 100% employer match about $144,986 at 4% or $96,658 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-75$17,707,330$1,037,160$13,829iApproximate average salary by contribution assumption: employee only about $345,720 at 4% or $230,480 at 6%; with 50% employer match about $230,480 at 4% or $153,653 at 6%; with 100% employer match about $172,860 at 4% or $115,240 at 6%.
2022283$34,609,974$2,568,878$30,950iApproximate average salary by contribution assumption: employee only about $773,758 at 4% or $515,839 at 6%; with 50% employer match about $515,839 at 4% or $343,893 at 6%; with 100% employer match about $386,879 at 4% or $257,919 at 6%.
Sherin and Lodgen Retirement Plan-58$17,855,611$833,566$14,372iApproximate average salary by contribution assumption: employee only about $359,296 at 4% or $239,530 at 6%; with 50% employer match about $239,530 at 4% or $159,687 at 6%; with 100% employer match about $179,648 at 4% or $119,765 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-83$16,754,363$1,735,312$20,907iApproximate average salary by contribution assumption: employee only about $522,684 at 4% or $348,456 at 6%; with 50% employer match about $348,456 at 4% or $232,304 at 6%; with 100% employer match about $261,342 at 4% or $174,228 at 6%.
2021274$42,099,451$1,824,796$24,659iApproximate average salary by contribution assumption: employee only about $616,485 at 4% or $410,990 at 6%; with 50% employer match about $410,990 at 4% or $273,993 at 6%; with 100% employer match about $308,243 at 4% or $205,495 at 6%.
Sherin and Lodgen Retirement Plan-74$21,694,187$800,758$10,821iApproximate average salary by contribution assumption: employee only about $270,526 at 4% or $180,351 at 6%; with 50% employer match about $180,351 at 4% or $120,234 at 6%; with 100% employer match about $135,263 at 4% or $90,175 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-74$20,405,264$1,024,038$13,838iApproximate average salary by contribution assumption: employee only about $345,959 at 4% or $230,639 at 6%; with 50% employer match about $230,639 at 4% or $153,759 at 6%; with 100% employer match about $172,979 at 4% or $115,320 at 6%.
2020273$37,696,535$1,728,465$23,678iApproximate average salary by contribution assumption: employee only about $591,940 at 4% or $394,627 at 6%; with 50% employer match about $394,627 at 4% or $263,084 at 6%; with 100% employer match about $295,970 at 4% or $197,313 at 6%.
Sherin and Lodgen Retirement Plan-53$20,062,068$823,239$15,533iApproximate average salary by contribution assumption: employee only about $388,320 at 4% or $258,880 at 6%; with 50% employer match about $258,880 at 4% or $172,587 at 6%; with 100% employer match about $194,160 at 4% or $129,440 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-73$17,634,467$905,226$12,400iApproximate average salary by contribution assumption: employee only about $310,009 at 4% or $206,673 at 6%; with 50% employer match about $206,673 at 4% or $137,782 at 6%; with 100% employer match about $155,004 at 4% or $103,336 at 6%.
2019265$32,666,617$1,642,973$25,277iApproximate average salary by contribution assumption: employee only about $631,913 at 4% or $421,275 at 6%; with 50% employer match about $421,275 at 4% or $280,850 at 6%; with 100% employer match about $315,956 at 4% or $210,638 at 6%.
Sherin and Lodgen Retirement Plan-52$17,343,772$792,845$15,247iApproximate average salary by contribution assumption: employee only about $381,175 at 4% or $254,117 at 6%; with 50% employer match about $254,117 at 4% or $169,411 at 6%; with 100% employer match about $190,588 at 4% or $127,058 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-65$15,322,845$850,128$13,079iApproximate average salary by contribution assumption: employee only about $326,972 at 4% or $217,982 at 6%; with 50% employer match about $217,982 at 4% or $145,321 at 6%; with 100% employer match about $163,486 at 4% or $108,991 at 6%.
2018273$29,146,745$1,396,364$19,128iApproximate average salary by contribution assumption: employee only about $478,207 at 4% or $318,805 at 6%; with 50% employer match about $318,805 at 4% or $212,536 at 6%; with 100% employer match about $239,103 at 4% or $159,402 at 6%.
Sherin and Lodgen Retirement Plan-56$16,224,714$733,368$13,096iApproximate average salary by contribution assumption: employee only about $327,396 at 4% or $218,264 at 6%; with 50% employer match about $218,264 at 4% or $145,510 at 6%; with 100% employer match about $163,698 at 4% or $109,132 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-73$12,922,031$662,996$9,082iApproximate average salary by contribution assumption: employee only about $227,053 at 4% or $151,369 at 6%; with 50% employer match about $151,369 at 4% or $100,913 at 6%; with 100% employer match about $113,527 at 4% or $75,684 at 6%.
2017272$30,637,464$1,462,484$20,312iApproximate average salary by contribution assumption: employee only about $507,807 at 4% or $338,538 at 6%; with 50% employer match about $338,538 at 4% or $225,692 at 6%; with 100% employer match about $253,903 at 4% or $169,269 at 6%.
Sherin and Lodgen Retirement Plan-57$16,812,703$733,368$12,866iApproximate average salary by contribution assumption: employee only about $321,653 at 4% or $214,435 at 6%; with 50% employer match about $214,435 at 4% or $142,957 at 6%; with 100% employer match about $160,826 at 4% or $107,218 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-72$13,824,761$729,116$10,127iApproximate average salary by contribution assumption: employee only about $253,165 at 4% or $168,777 at 6%; with 50% employer match about $168,777 at 4% or $112,518 at 6%; with 100% employer match about $126,583 at 4% or $84,388 at 6%.
2016272$25,409,529$1,450,225$20,142iApproximate average salary by contribution assumption: employee only about $503,550 at 4% or $335,700 at 6%; with 50% employer match about $335,700 at 4% or $223,800 at 6%; with 100% employer match about $251,775 at 4% or $167,850 at 6%.
Sherin and Lodgen Retirement Plan-58$13,903,857$712,404$12,283iApproximate average salary by contribution assumption: employee only about $307,071 at 4% or $204,714 at 6%; with 50% employer match about $204,714 at 4% or $136,476 at 6%; with 100% employer match about $153,535 at 4% or $102,357 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-72$11,505,672$737,821$10,248iApproximate average salary by contribution assumption: employee only about $256,188 at 4% or $170,792 at 6%; with 50% employer match about $170,792 at 4% or $113,861 at 6%; with 100% employer match about $128,094 at 4% or $85,396 at 6%.
2015272$24,118,886$1,437,645$19,967iApproximate average salary by contribution assumption: employee only about $499,182 at 4% or $332,788 at 6%; with 50% employer match about $332,788 at 4% or $221,859 at 6%; with 100% employer match about $249,591 at 4% or $166,394 at 6%.
Sherin and Lodgen Retirement Plan-54$13,018,487$691,278$12,801iApproximate average salary by contribution assumption: employee only about $320,036 at 4% or $213,357 at 6%; with 50% employer match about $213,357 at 4% or $142,238 at 6%; with 100% employer match about $160,018 at 4% or $106,679 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-72$11,100,399$746,367$10,366iApproximate average salary by contribution assumption: employee only about $259,155 at 4% or $172,770 at 6%; with 50% employer match about $172,770 at 4% or $115,180 at 6%; with 100% employer match about $129,578 at 4% or $86,385 at 6%.
2014270$25,372,872$1,380,547$19,722iApproximate average salary by contribution assumption: employee only about $493,052 at 4% or $328,702 at 6%; with 50% employer match about $328,702 at 4% or $219,134 at 6%; with 100% employer match about $246,526 at 4% or $164,351 at 6%.
Sherin and Lodgen Retirement Plan-56$13,971,984$607,532$10,849iApproximate average salary by contribution assumption: employee only about $271,220 at 4% or $180,813 at 6%; with 50% employer match about $180,813 at 4% or $120,542 at 6%; with 100% employer match about $135,610 at 4% or $90,407 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-70$11,400,888$773,015$11,043iApproximate average salary by contribution assumption: employee only about $276,077 at 4% or $184,051 at 6%; with 50% employer match about $184,051 at 4% or $122,701 at 6%; with 100% employer match about $138,038 at 4% or $92,026 at 6%.
2013267$23,747,932$1,292,786$19,295iApproximate average salary by contribution assumption: employee only about $482,383 at 4% or $321,589 at 6%; with 50% employer match about $321,589 at 4% or $214,392 at 6%; with 100% employer match about $241,191 at 4% or $160,794 at 6%.
Sherin and Lodgen Retirement Plan-54$13,118,741$609,490$11,287iApproximate average salary by contribution assumption: employee only about $282,171 at 4% or $188,114 at 6%; with 50% employer match about $188,114 at 4% or $125,409 at 6%; with 100% employer match about $141,086 at 4% or $94,057 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-67$10,629,191$683,296$10,198iApproximate average salary by contribution assumption: employee only about $254,961 at 4% or $169,974 at 6%; with 50% employer match about $169,974 at 4% or $113,316 at 6%; with 100% employer match about $127,481 at 4% or $84,987 at 6%.
2012266$18,954,005$1,194,529$18,099iApproximate average salary by contribution assumption: employee only about $452,473 at 4% or $301,649 at 6%; with 50% employer match about $301,649 at 4% or $201,099 at 6%; with 100% employer match about $226,237 at 4% or $150,824 at 6%.
Sherin and Lodgen Retirement Plan-51$10,449,923$585,944$11,489iApproximate average salary by contribution assumption: employee only about $287,227 at 4% or $191,485 at 6%; with 50% employer match about $191,485 at 4% or $127,657 at 6%; with 100% employer match about $143,614 at 4% or $95,742 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-66$8,504,082$608,585$9,221iApproximate average salary by contribution assumption: employee only about $230,525 at 4% or $153,683 at 6%; with 50% employer match about $153,683 at 4% or $102,455 at 6%; with 100% employer match about $115,262 at 4% or $76,842 at 6%.
2011266$17,101,827$1,186,985$17,985iApproximate average salary by contribution assumption: employee only about $449,616 at 4% or $299,744 at 6%; with 50% employer match about $299,744 at 4% or $199,829 at 6%; with 100% employer match about $224,808 at 4% or $149,872 at 6%.
Sherin and Lodgen Retirement Plan-49$9,813,487$590,839$12,058iApproximate average salary by contribution assumption: employee only about $301,448 at 4% or $200,966 at 6%; with 50% employer match about $200,966 at 4% or $133,977 at 6%; with 100% employer match about $150,724 at 4% or $100,483 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-66$7,288,340$596,146$9,033iApproximate average salary by contribution assumption: employee only about $225,813 at 4% or $150,542 at 6%; with 50% employer match about $150,542 at 4% or $100,361 at 6%; with 100% employer match about $112,906 at 4% or $75,271 at 6%.
2010276$17,067,335$1,150,579$15,139iApproximate average salary by contribution assumption: employee only about $378,480 at 4% or $252,320 at 6%; with 50% employer match about $252,320 at 4% or $168,213 at 6%; with 100% employer match about $189,240 at 4% or $126,160 at 6%.
Sherin and Lodgen Retirement Plan-51$9,658,862$575,738$11,289iApproximate average salary by contribution assumption: employee only about $282,225 at 4% or $188,150 at 6%; with 50% employer match about $188,150 at 4% or $125,433 at 6%; with 100% employer match about $141,112 at 4% or $94,075 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-76$7,408,473$574,841$7,564iApproximate average salary by contribution assumption: employee only about $189,092 at 4% or $126,062 at 6%; with 50% employer match about $126,062 at 4% or $84,041 at 6%; with 100% employer match about $94,546 at 4% or $63,031 at 6%.
2009273$14,377,967$1,057,152$14,482iApproximate average salary by contribution assumption: employee only about $362,038 at 4% or $241,359 at 6%; with 50% employer match about $241,359 at 4% or $160,906 at 6%; with 100% employer match about $181,019 at 4% or $120,679 at 6%.
Sherin and Lodgen Retirement Plan-52$8,457,536$595,381$11,450iApproximate average salary by contribution assumption: employee only about $286,241 at 4% or $190,827 at 6%; with 50% employer match about $190,827 at 4% or $127,218 at 6%; with 100% employer match about $143,120 at 4% or $95,414 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-73$5,920,431$461,771$6,326iApproximate average salary by contribution assumption: employee only about $158,141 at 4% or $105,427 at 6%; with 50% employer match about $105,427 at 4% or $70,285 at 6%; with 100% employer match about $79,070 at 4% or $52,714 at 6%.
2008274$0$0-
Sherin and Lodgen Tax Deferred Savings Plan and Trust-74---
Sherin and Lodgen Retirement Plan-54---
2007269$0$0-
Sherin and Lodgen Retirement Plan-48---
Sherin and Lodgen Tax Deferred Savings Plan and Trust-69---
2006275$13,541,660$1,326,610$17,688iApproximate average salary by contribution assumption: employee only about $442,203 at 4% or $294,802 at 6%; with 50% employer match about $294,802 at 4% or $196,535 at 6%; with 100% employer match about $221,102 at 4% or $147,401 at 6%.
Sherin and Lodgen Retirement Plan-46$8,039,601$550,683$11,971iApproximate average salary by contribution assumption: employee only about $299,284 at 4% or $199,523 at 6%; with 50% employer match about $199,523 at 4% or $133,015 at 6%; with 100% employer match about $149,642 at 4% or $99,761 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-75$5,502,059$775,927$10,346iApproximate average salary by contribution assumption: employee only about $258,642 at 4% or $172,428 at 6%; with 50% employer match about $172,428 at 4% or $114,952 at 6%; with 100% employer match about $129,321 at 4% or $86,214 at 6%.
2005269$11,690,487$957,679$13,879iApproximate average salary by contribution assumption: employee only about $346,985 at 4% or $231,323 at 6%; with 50% employer match about $231,323 at 4% or $154,216 at 6%; with 100% employer match about $173,493 at 4% or $115,662 at 6%.
Sherin and Lodgen Retirement Plan-51$7,545,294$486,938$9,548iApproximate average salary by contribution assumption: employee only about $238,695 at 4% or $159,130 at 6%; with 50% employer match about $159,130 at 4% or $106,087 at 6%; with 100% employer match about $119,348 at 4% or $79,565 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-69$4,145,193$470,741$6,822iApproximate average salary by contribution assumption: employee only about $170,558 at 4% or $113,706 at 6%; with 50% employer match about $113,706 at 4% or $75,804 at 6%; with 100% employer match about $85,279 at 4% or $56,853 at 6%.
2004266$11,998,184$1,499,076$22,713iApproximate average salary by contribution assumption: employee only about $567,832 at 4% or $378,555 at 6%; with 50% employer match about $378,555 at 4% or $252,370 at 6%; with 100% employer match about $283,916 at 4% or $189,277 at 6%.
Sherin and Lodgen Retirement Plan-53$8,456,391$463,098$8,738iApproximate average salary by contribution assumption: employee only about $218,442 at 4% or $145,628 at 6%; with 50% employer match about $145,628 at 4% or $97,086 at 6%; with 100% employer match about $109,221 at 4% or $72,814 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-66$3,541,793$1,035,978$15,697iApproximate average salary by contribution assumption: employee only about $392,416 at 4% or $261,611 at 6%; with 50% employer match about $261,611 at 4% or $174,407 at 6%; with 100% employer match about $196,208 at 4% or $130,805 at 6%.
2003280$10,292,257$919,434$11,493iApproximate average salary by contribution assumption: employee only about $287,323 at 4% or $191,549 at 6%; with 50% employer match about $191,549 at 4% or $127,699 at 6%; with 100% employer match about $143,662 at 4% or $95,774 at 6%.
Sherin and Lodgen Retirement Plan-80$7,978,950$474,431$5,930iApproximate average salary by contribution assumption: employee only about $148,260 at 4% or $98,840 at 6%; with 50% employer match about $98,840 at 4% or $65,893 at 6%; with 100% employer match about $74,130 at 4% or $49,420 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-76$2,313,307$445,003$5,855iApproximate average salary by contribution assumption: employee only about $146,383 at 4% or $97,588 at 6%; with 50% employer match about $97,588 at 4% or $65,059 at 6%; with 100% employer match about $73,191 at 4% or $48,794 at 6%.
2002280$7,732,047$897,046$11,213iApproximate average salary by contribution assumption: employee only about $280,327 at 4% or $186,885 at 6%; with 50% employer match about $186,885 at 4% or $124,590 at 6%; with 100% employer match about $140,163 at 4% or $93,442 at 6%.
Sherin and Lodgen Retirement Plan-48$6,223,021$464,712$9,682iApproximate average salary by contribution assumption: employee only about $242,038 at 4% or $161,358 at 6%; with 50% employer match about $161,358 at 4% or $107,572 at 6%; with 100% employer match about $121,019 at 4% or $80,679 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-80$1,509,026$432,334$5,404iApproximate average salary by contribution assumption: employee only about $135,104 at 4% or $90,070 at 6%; with 50% employer match about $90,070 at 4% or $60,046 at 6%; with 100% employer match about $67,552 at 4% or $45,035 at 6%.
2001276$0$0-
Sherin and Lodgen Retirement Plan-76---
Sherin and Lodgen Tax Deferred Savings Plan and Trust-75---
2000283$8,531,734$452,822$5,456iApproximate average salary by contribution assumption: employee only about $136,392 at 4% or $90,928 at 6%; with 50% employer match about $90,928 at 4% or $60,619 at 6%; with 100% employer match about $68,196 at 4% or $45,464 at 6%.
Sherin and Lodgen Retirement Plan-49$8,531,734$452,822$9,241iApproximate average salary by contribution assumption: employee only about $231,032 at 4% or $154,021 at 6%; with 50% employer match about $154,021 at 4% or $102,681 at 6%; with 100% employer match about $115,516 at 4% or $77,011 at 6%.
Sherin and Lodgen Tax Deferred Savings Plan and Trust-83---
1999150$9,411,779$127,591$2,552iApproximate average salary by contribution assumption: employee only about $63,796 at 4% or $42,530 at 6%; with 50% employer match about $42,530 at 4% or $28,354 at 6%; with 100% employer match about $31,898 at 4% or $21,265 at 6%.
Sherin and Lodgen Retirement Plan-50$9,411,779$127,591$2,552iApproximate average salary by contribution assumption: employee only about $63,796 at 4% or $42,530 at 6%; with 50% employer match about $42,530 at 4% or $28,354 at 6%; with 100% employer match about $31,898 at 4% or $21,265 at 6%.