A. H. Shepherd Associates Inc.
Plan context: A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan
EIN 04-2457407 • Reading, MA • 25 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
11
2025 Assets
$3,611,604
2025 Contributions
$108,812
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 11 | $3,611,604 | $108,812 | $9,892iApproximate average salary by contribution assumption: employee only about $247,300 at 4% or $164,867 at 6%; with 50% employer match about $164,867 at 4% or $109,911 at 6%; with 100% employer match about $123,650 at 4% or $82,433 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $3,611,604 | $108,812 | $9,892iApproximate average salary by contribution assumption: employee only about $247,300 at 4% or $164,867 at 6%; with 50% employer match about $164,867 at 4% or $109,911 at 6%; with 100% employer match about $123,650 at 4% or $82,433 at 6%. |
| 2024 | 1 | 11 | $2,978,615 | $98,126 | $8,921iApproximate average salary by contribution assumption: employee only about $223,014 at 4% or $148,676 at 6%; with 50% employer match about $148,676 at 4% or $99,117 at 6%; with 100% employer match about $111,507 at 4% or $74,338 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $2,978,615 | $98,126 | $8,921iApproximate average salary by contribution assumption: employee only about $223,014 at 4% or $148,676 at 6%; with 50% employer match about $148,676 at 4% or $99,117 at 6%; with 100% employer match about $111,507 at 4% or $74,338 at 6%. |
| 2023 | 1 | 11 | $2,536,659 | $89,162 | $8,106iApproximate average salary by contribution assumption: employee only about $202,641 at 4% or $135,094 at 6%; with 50% employer match about $135,094 at 4% or $90,063 at 6%; with 100% employer match about $101,320 at 4% or $67,547 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $2,536,659 | $89,162 | $8,106iApproximate average salary by contribution assumption: employee only about $202,641 at 4% or $135,094 at 6%; with 50% employer match about $135,094 at 4% or $90,063 at 6%; with 100% employer match about $101,320 at 4% or $67,547 at 6%. |
| 2022 | 1 | 11 | $2,044,877 | $86,474 | $7,861iApproximate average salary by contribution assumption: employee only about $196,532 at 4% or $131,021 at 6%; with 50% employer match about $131,021 at 4% or $87,347 at 6%; with 100% employer match about $98,266 at 4% or $65,511 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $2,044,877 | $86,474 | $7,861iApproximate average salary by contribution assumption: employee only about $196,532 at 4% or $131,021 at 6%; with 50% employer match about $131,021 at 4% or $87,347 at 6%; with 100% employer match about $98,266 at 4% or $65,511 at 6%. |
| 2021 | 1 | 12 | $2,510,068 | $79,300 | $6,608iApproximate average salary by contribution assumption: employee only about $165,208 at 4% or $110,139 at 6%; with 50% employer match about $110,139 at 4% or $73,426 at 6%; with 100% employer match about $82,604 at 4% or $55,069 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 12 | $2,510,068 | $79,300 | $6,608iApproximate average salary by contribution assumption: employee only about $165,208 at 4% or $110,139 at 6%; with 50% employer match about $110,139 at 4% or $73,426 at 6%; with 100% employer match about $82,604 at 4% or $55,069 at 6%. |
| 2020 | 1 | 12 | $2,380,491 | $90,708 | $7,559iApproximate average salary by contribution assumption: employee only about $188,975 at 4% or $125,983 at 6%; with 50% employer match about $125,983 at 4% or $83,989 at 6%; with 100% employer match about $94,488 at 4% or $62,992 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 12 | $2,380,491 | $90,708 | $7,559iApproximate average salary by contribution assumption: employee only about $188,975 at 4% or $125,983 at 6%; with 50% employer match about $125,983 at 4% or $83,989 at 6%; with 100% employer match about $94,488 at 4% or $62,992 at 6%. |
| 2019 | 1 | 11 | $1,940,161 | $81,601 | $7,418iApproximate average salary by contribution assumption: employee only about $185,457 at 4% or $123,638 at 6%; with 50% employer match about $123,638 at 4% or $82,425 at 6%; with 100% employer match about $92,728 at 4% or $61,819 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $1,940,161 | $81,601 | $7,418iApproximate average salary by contribution assumption: employee only about $185,457 at 4% or $123,638 at 6%; with 50% employer match about $123,638 at 4% or $82,425 at 6%; with 100% employer match about $92,728 at 4% or $61,819 at 6%. |
| 2018 | 1 | 10 | $1,537,520 | $77,413 | $7,741iApproximate average salary by contribution assumption: employee only about $193,533 at 4% or $129,022 at 6%; with 50% employer match about $129,022 at 4% or $86,014 at 6%; with 100% employer match about $96,766 at 4% or $64,511 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 10 | $1,537,520 | $77,413 | $7,741iApproximate average salary by contribution assumption: employee only about $193,533 at 4% or $129,022 at 6%; with 50% employer match about $129,022 at 4% or $86,014 at 6%; with 100% employer match about $96,766 at 4% or $64,511 at 6%. |
| 2017 | 1 | 11 | $1,702,164 | $82,556 | $7,505iApproximate average salary by contribution assumption: employee only about $187,627 at 4% or $125,085 at 6%; with 50% employer match about $125,085 at 4% or $83,390 at 6%; with 100% employer match about $93,814 at 4% or $62,542 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $1,702,164 | $82,556 | $7,505iApproximate average salary by contribution assumption: employee only about $187,627 at 4% or $125,085 at 6%; with 50% employer match about $125,085 at 4% or $83,390 at 6%; with 100% employer match about $93,814 at 4% or $62,542 at 6%. |
| 2016 | 1 | 11 | $1,369,631 | $110,489 | $10,044iApproximate average salary by contribution assumption: employee only about $251,111 at 4% or $167,408 at 6%; with 50% employer match about $167,408 at 4% or $111,605 at 6%; with 100% employer match about $125,556 at 4% or $83,704 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $1,369,631 | $110,489 | $10,044iApproximate average salary by contribution assumption: employee only about $251,111 at 4% or $167,408 at 6%; with 50% employer match about $167,408 at 4% or $111,605 at 6%; with 100% employer match about $125,556 at 4% or $83,704 at 6%. |
| 2015 | 1 | 9 | $1,244,349 | $65,193 | $7,244iApproximate average salary by contribution assumption: employee only about $181,092 at 4% or $120,728 at 6%; with 50% employer match about $120,728 at 4% or $80,485 at 6%; with 100% employer match about $90,546 at 4% or $60,364 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 9 | $1,244,349 | $65,193 | $7,244iApproximate average salary by contribution assumption: employee only about $181,092 at 4% or $120,728 at 6%; with 50% employer match about $120,728 at 4% or $80,485 at 6%; with 100% employer match about $90,546 at 4% or $60,364 at 6%. |
| 2014 | 1 | 9 | $1,285,661 | $70,348 | $7,816iApproximate average salary by contribution assumption: employee only about $195,411 at 4% or $130,274 at 6%; with 50% employer match about $130,274 at 4% or $86,849 at 6%; with 100% employer match about $97,706 at 4% or $65,137 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 9 | $1,285,661 | $70,348 | $7,816iApproximate average salary by contribution assumption: employee only about $195,411 at 4% or $130,274 at 6%; with 50% employer match about $130,274 at 4% or $86,849 at 6%; with 100% employer match about $97,706 at 4% or $65,137 at 6%. |
| 2013 | 1 | 9 | $1,178,196 | $106,168 | $11,796iApproximate average salary by contribution assumption: employee only about $294,911 at 4% or $196,607 at 6%; with 50% employer match about $196,607 at 4% or $131,072 at 6%; with 100% employer match about $147,456 at 4% or $98,304 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 9 | $1,178,196 | $106,168 | $11,796iApproximate average salary by contribution assumption: employee only about $294,911 at 4% or $196,607 at 6%; with 50% employer match about $196,607 at 4% or $131,072 at 6%; with 100% employer match about $147,456 at 4% or $98,304 at 6%. |
| 2012 | 1 | 10 | $950,099 | $34,279 | $3,428iApproximate average salary by contribution assumption: employee only about $85,698 at 4% or $57,132 at 6%; with 50% employer match about $57,132 at 4% or $38,088 at 6%; with 100% employer match about $42,849 at 4% or $28,566 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 10 | $950,099 | $34,279 | $3,428iApproximate average salary by contribution assumption: employee only about $85,698 at 4% or $57,132 at 6%; with 50% employer match about $57,132 at 4% or $38,088 at 6%; with 100% employer match about $42,849 at 4% or $28,566 at 6%. |
| 2011 | 1 | 10 | $839,869 | $35,001 | $3,500iApproximate average salary by contribution assumption: employee only about $87,503 at 4% or $58,335 at 6%; with 50% employer match about $58,335 at 4% or $38,890 at 6%; with 100% employer match about $43,751 at 4% or $29,168 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 10 | $839,869 | $35,001 | $3,500iApproximate average salary by contribution assumption: employee only about $87,503 at 4% or $58,335 at 6%; with 50% employer match about $58,335 at 4% or $38,890 at 6%; with 100% employer match about $43,751 at 4% or $29,168 at 6%. |
| 2010 | 1 | 11 | $879,102 | $28,844 | $2,622iApproximate average salary by contribution assumption: employee only about $65,555 at 4% or $43,703 at 6%; with 50% employer match about $43,703 at 4% or $29,135 at 6%; with 100% employer match about $32,777 at 4% or $21,852 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $879,102 | $28,844 | $2,622iApproximate average salary by contribution assumption: employee only about $65,555 at 4% or $43,703 at 6%; with 50% employer match about $43,703 at 4% or $29,135 at 6%; with 100% employer match about $32,777 at 4% or $21,852 at 6%. |
| 2009 | 1 | 11 | $765,756 | $68,716 | $6,247iApproximate average salary by contribution assumption: employee only about $156,173 at 4% or $104,115 at 6%; with 50% employer match about $104,115 at 4% or $69,410 at 6%; with 100% employer match about $78,086 at 4% or $52,058 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $765,756 | $68,716 | $6,247iApproximate average salary by contribution assumption: employee only about $156,173 at 4% or $104,115 at 6%; with 50% employer match about $104,115 at 4% or $69,410 at 6%; with 100% employer match about $78,086 at 4% or $52,058 at 6%. |
| 2008 | 1 | 10 | $633,960 | $101,114 | $10,111iApproximate average salary by contribution assumption: employee only about $252,785 at 4% or $168,523 at 6%; with 50% employer match about $168,523 at 4% or $112,349 at 6%; with 100% employer match about $126,393 at 4% or $84,262 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 10 | $633,960 | $101,114 | $10,111iApproximate average salary by contribution assumption: employee only about $252,785 at 4% or $168,523 at 6%; with 50% employer match about $168,523 at 4% or $112,349 at 6%; with 100% employer match about $126,393 at 4% or $84,262 at 6%. |
| 2007 | 1 | 11 | $918,199 | $36,730 | $3,339iApproximate average salary by contribution assumption: employee only about $83,477 at 4% or $55,652 at 6%; with 50% employer match about $55,652 at 4% or $37,101 at 6%; with 100% employer match about $41,739 at 4% or $27,826 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $918,199 | $36,730 | $3,339iApproximate average salary by contribution assumption: employee only about $83,477 at 4% or $55,652 at 6%; with 50% employer match about $55,652 at 4% or $37,101 at 6%; with 100% employer match about $41,739 at 4% or $27,826 at 6%. |
| 2006 | 1 | 10 | $846,379 | $69,981 | $6,998iApproximate average salary by contribution assumption: employee only about $174,953 at 4% or $116,635 at 6%; with 50% employer match about $116,635 at 4% or $77,757 at 6%; with 100% employer match about $87,476 at 4% or $58,318 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 10 | $846,379 | $69,981 | $6,998iApproximate average salary by contribution assumption: employee only about $174,953 at 4% or $116,635 at 6%; with 50% employer match about $116,635 at 4% or $77,757 at 6%; with 100% employer match about $87,476 at 4% or $58,318 at 6%. |
| 2004 | 1 | 10 | $617,108 | $67,690 | $6,769iApproximate average salary by contribution assumption: employee only about $169,225 at 4% or $112,817 at 6%; with 50% employer match about $112,817 at 4% or $75,211 at 6%; with 100% employer match about $84,613 at 4% or $56,408 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 10 | $617,108 | $67,690 | $6,769iApproximate average salary by contribution assumption: employee only about $169,225 at 4% or $112,817 at 6%; with 50% employer match about $112,817 at 4% or $75,211 at 6%; with 100% employer match about $84,613 at 4% or $56,408 at 6%. |
| 2003 | 1 | 10 | $500,612 | $69,254 | $6,925iApproximate average salary by contribution assumption: employee only about $173,135 at 4% or $115,423 at 6%; with 50% employer match about $115,423 at 4% or $76,949 at 6%; with 100% employer match about $86,568 at 4% or $57,712 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 10 | $500,612 | $69,254 | $6,925iApproximate average salary by contribution assumption: employee only about $173,135 at 4% or $115,423 at 6%; with 50% employer match about $115,423 at 4% or $76,949 at 6%; with 100% employer match about $86,568 at 4% or $57,712 at 6%. |
| 2002 | 1 | 11 | $382,632 | $73,371 | $6,670iApproximate average salary by contribution assumption: employee only about $166,752 at 4% or $111,168 at 6%; with 50% employer match about $111,168 at 4% or $74,112 at 6%; with 100% employer match about $83,376 at 4% or $55,584 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 11 | $382,632 | $73,371 | $6,670iApproximate average salary by contribution assumption: employee only about $166,752 at 4% or $111,168 at 6%; with 50% employer match about $111,168 at 4% or $74,112 at 6%; with 100% employer match about $83,376 at 4% or $55,584 at 6%. |
| 2000 | 1 | 8 | $321,189 | $58,586 | $7,323iApproximate average salary by contribution assumption: employee only about $183,081 at 4% or $122,054 at 6%; with 50% employer match about $122,054 at 4% or $81,369 at 6%; with 100% employer match about $91,541 at 4% or $61,027 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 8 | $321,189 | $58,586 | $7,323iApproximate average salary by contribution assumption: employee only about $183,081 at 4% or $122,054 at 6%; with 50% employer match about $122,054 at 4% or $81,369 at 6%; with 100% employer match about $91,541 at 4% or $61,027 at 6%. |
| 1999 | 1 | 9 | $267,874 | $33,223 | $3,691iApproximate average salary by contribution assumption: employee only about $92,286 at 4% or $61,524 at 6%; with 50% employer match about $61,524 at 4% or $41,016 at 6%; with 100% employer match about $46,143 at 4% or $30,762 at 6%. |
| A. H. Shepherd Associates Inc. Profit Sharing 401(K) Plan | - | 9 | $267,874 | $33,223 | $3,691iApproximate average salary by contribution assumption: employee only about $92,286 at 4% or $61,524 at 6%; with 50% employer match about $61,524 at 4% or $41,016 at 6%; with 100% employer match about $46,143 at 4% or $30,762 at 6%. |