Civic Intelligence

Shepard O'Donnell PC

Plan context: Shepard O'Donnell PC. 401(K) Retirement Plan

EIN 04-3396379 • Boston, MA • 29 filings • 5 plans

160 Federal StreetBoston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$5,174,323

2024 Contributions

$346,091

Historical Graphs

Total Assets Over Time

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

$5,174,323$2,587,162$0200420152024YearValue
$5,174,323Latest year 2024

Participants Over Time

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

1790200420142024YearValue
15Latest 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
2024215$5,174,323$346,091$23,073iApproximate average salary by contribution assumption: employee only about $576,818 at 4% or $384,546 at 6%; with 50% employer match about $384,546 at 4% or $256,364 at 6%; with 100% employer match about $288,409 at 4% or $192,273 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-15$3,779,739$196,776$13,118iApproximate average salary by contribution assumption: employee only about $327,960 at 4% or $218,640 at 6%; with 50% employer match about $218,640 at 4% or $145,760 at 6%; with 100% employer match about $163,980 at 4% or $109,320 at 6%.
Shepard O'Donnell PC Cash Balance Plan-15$1,394,584$149,315$9,954iApproximate average salary by contribution assumption: employee only about $248,858 at 4% or $165,906 at 6%; with 50% employer match about $165,906 at 4% or $110,604 at 6%; with 100% employer match about $124,429 at 4% or $82,953 at 6%.
2023217$4,285,393$351,943$20,703iApproximate average salary by contribution assumption: employee only about $517,563 at 4% or $345,042 at 6%; with 50% employer match about $345,042 at 4% or $230,028 at 6%; with 100% employer match about $258,782 at 4% or $172,521 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-17$3,156,532$189,670$11,157iApproximate average salary by contribution assumption: employee only about $278,926 at 4% or $185,951 at 6%; with 50% employer match about $185,951 at 4% or $123,967 at 6%; with 100% employer match about $139,463 at 4% or $92,975 at 6%.
Shepard O'Donnell PC Cash Balance Plan-14$1,128,861$162,273$11,591iApproximate average salary by contribution assumption: employee only about $289,773 at 4% or $193,182 at 6%; with 50% employer match about $193,182 at 4% or $128,788 at 6%; with 100% employer match about $144,887 at 4% or $96,591 at 6%.
2022216$3,386,460$322,357$20,147iApproximate average salary by contribution assumption: employee only about $503,683 at 4% or $335,789 at 6%; with 50% employer match about $335,789 at 4% or $223,859 at 6%; with 100% employer match about $251,841 at 4% or $167,894 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-16$2,523,850$177,628$11,102iApproximate average salary by contribution assumption: employee only about $277,544 at 4% or $185,029 at 6%; with 50% employer match about $185,029 at 4% or $123,353 at 6%; with 100% employer match about $138,772 at 4% or $92,515 at 6%.
Shepard O'Donnell PC Cash Balance Plan-13$862,610$144,729$11,133iApproximate average salary by contribution assumption: employee only about $278,325 at 4% or $185,550 at 6%; with 50% employer match about $185,550 at 4% or $123,700 at 6%; with 100% employer match about $139,163 at 4% or $92,775 at 6%.
2021211$3,674,858$282,181$25,653iApproximate average salary by contribution assumption: employee only about $641,320 at 4% or $427,547 at 6%; with 50% employer match about $427,547 at 4% or $285,031 at 6%; with 100% employer match about $320,660 at 4% or $213,773 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-11$2,867,068$141,875$12,898iApproximate average salary by contribution assumption: employee only about $322,443 at 4% or $214,962 at 6%; with 50% employer match about $214,962 at 4% or $143,308 at 6%; with 100% employer match about $161,222 at 4% or $107,481 at 6%.
Shepard O'Donnell PC Cash Balance Plan-11$807,790$140,306$12,755iApproximate average salary by contribution assumption: employee only about $318,877 at 4% or $212,585 at 6%; with 50% employer match about $212,585 at 4% or $141,723 at 6%; with 100% employer match about $159,439 at 4% or $106,292 at 6%.
2020212$3,030,916$298,047$24,837iApproximate average salary by contribution assumption: employee only about $620,931 at 4% or $413,954 at 6%; with 50% employer match about $413,954 at 4% or $275,969 at 6%; with 100% employer match about $310,466 at 4% or $206,977 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-12$2,403,261$154,226$12,852iApproximate average salary by contribution assumption: employee only about $321,304 at 4% or $214,203 at 6%; with 50% employer match about $214,203 at 4% or $142,802 at 6%; with 100% employer match about $160,652 at 4% or $107,101 at 6%.
Shepard O'Donnell PC Cash Balance Plan-10$627,655$143,821$14,382iApproximate average salary by contribution assumption: employee only about $359,553 at 4% or $239,702 at 6%; with 50% employer match about $239,702 at 4% or $159,801 at 6%; with 100% employer match about $179,776 at 4% or $119,851 at 6%.
2019212$2,303,464$277,701$23,142iApproximate average salary by contribution assumption: employee only about $578,544 at 4% or $385,696 at 6%; with 50% employer match about $385,696 at 4% or $257,131 at 6%; with 100% employer match about $289,272 at 4% or $192,848 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-12$1,863,002$136,976$11,415iApproximate average salary by contribution assumption: employee only about $285,367 at 4% or $190,244 at 6%; with 50% employer match about $190,244 at 4% or $126,830 at 6%; with 100% employer match about $142,683 at 4% or $95,122 at 6%.
Shepard O'Donnell PC Cash Balance Plan-9$440,462$140,725$15,636iApproximate average salary by contribution assumption: employee only about $390,903 at 4% or $260,602 at 6%; with 50% employer match about $260,602 at 4% or $173,735 at 6%; with 100% employer match about $195,451 at 4% or $130,301 at 6%.
201829$1,675,727$268,445$29,827iApproximate average salary by contribution assumption: employee only about $745,681 at 4% or $497,120 at 6%; with 50% employer match about $497,120 at 4% or $331,414 at 6%; with 100% employer match about $372,840 at 4% or $248,560 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-9$1,405,014$128,137$14,237iApproximate average salary by contribution assumption: employee only about $355,936 at 4% or $237,291 at 6%; with 50% employer match about $237,291 at 4% or $158,194 at 6%; with 100% employer match about $177,968 at 4% or $118,645 at 6%.
Shepard O'Donnell PC Cash Balance Plan-9$270,713$140,308$15,590iApproximate average salary by contribution assumption: employee only about $389,744 at 4% or $259,830 at 6%; with 50% employer match about $259,830 at 4% or $173,220 at 6%; with 100% employer match about $194,872 at 4% or $129,915 at 6%.
201729$1,518,257$252,282$28,031iApproximate average salary by contribution assumption: employee only about $700,783 at 4% or $467,189 at 6%; with 50% employer match about $467,189 at 4% or $311,459 at 6%; with 100% employer match about $350,392 at 4% or $233,594 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-9$1,380,438$114,463$12,718iApproximate average salary by contribution assumption: employee only about $317,953 at 4% or $211,969 at 6%; with 50% employer match about $211,969 at 4% or $141,312 at 6%; with 100% employer match about $158,976 at 4% or $105,984 at 6%.
Shepard O'Donnell PC Cash Balance Plan-7$137,819$137,819$19,688iApproximate average salary by contribution assumption: employee only about $492,211 at 4% or $328,140 at 6%; with 50% employer match about $328,140 at 4% or $218,760 at 6%; with 100% employer match about $246,105 at 4% or $164,070 at 6%.
201618$1,040,177$109,802$13,725iApproximate average salary by contribution assumption: employee only about $343,131 at 4% or $228,754 at 6%; with 50% employer match about $228,754 at 4% or $152,503 at 6%; with 100% employer match about $171,566 at 4% or $114,377 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-8$1,040,177$109,802$13,725iApproximate average salary by contribution assumption: employee only about $343,131 at 4% or $228,754 at 6%; with 50% employer match about $228,754 at 4% or $152,503 at 6%; with 100% employer match about $171,566 at 4% or $114,377 at 6%.
201517$908,466$104,206$14,887iApproximate average salary by contribution assumption: employee only about $372,164 at 4% or $248,110 at 6%; with 50% employer match about $248,110 at 4% or $165,406 at 6%; with 100% employer match about $186,082 at 4% or $124,055 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-7$908,466$104,206$14,887iApproximate average salary by contribution assumption: employee only about $372,164 at 4% or $248,110 at 6%; with 50% employer match about $248,110 at 4% or $165,406 at 6%; with 100% employer match about $186,082 at 4% or $124,055 at 6%.
201416$811,667$92,736$15,456iApproximate average salary by contribution assumption: employee only about $386,400 at 4% or $257,600 at 6%; with 50% employer match about $257,600 at 4% or $171,733 at 6%; with 100% employer match about $193,200 at 4% or $128,800 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-6$811,667$92,736$15,456iApproximate average salary by contribution assumption: employee only about $386,400 at 4% or $257,600 at 6%; with 50% employer match about $257,600 at 4% or $171,733 at 6%; with 100% employer match about $193,200 at 4% or $128,800 at 6%.
201316$695,830$87,574$14,596iApproximate average salary by contribution assumption: employee only about $364,892 at 4% or $243,261 at 6%; with 50% employer match about $243,261 at 4% or $162,174 at 6%; with 100% employer match about $182,446 at 4% or $121,631 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-6$695,830$87,574$14,596iApproximate average salary by contribution assumption: employee only about $364,892 at 4% or $243,261 at 6%; with 50% employer match about $243,261 at 4% or $162,174 at 6%; with 100% employer match about $182,446 at 4% or $121,631 at 6%.
201215$508,120$81,468$16,294iApproximate average salary by contribution assumption: employee only about $407,340 at 4% or $271,560 at 6%; with 50% employer match about $271,560 at 4% or $181,040 at 6%; with 100% employer match about $203,670 at 4% or $135,780 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-5$508,120$81,468$16,294iApproximate average salary by contribution assumption: employee only about $407,340 at 4% or $271,560 at 6%; with 50% employer match about $271,560 at 4% or $181,040 at 6%; with 100% employer match about $203,670 at 4% or $135,780 at 6%.
201116$394,639$71,916$11,986iApproximate average salary by contribution assumption: employee only about $299,650 at 4% or $199,767 at 6%; with 50% employer match about $199,767 at 4% or $133,178 at 6%; with 100% employer match about $149,825 at 4% or $99,883 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-6$394,639$71,916$11,986iApproximate average salary by contribution assumption: employee only about $299,650 at 4% or $199,767 at 6%; with 50% employer match about $199,767 at 4% or $133,178 at 6%; with 100% employer match about $149,825 at 4% or $99,883 at 6%.
201014$347,503$71,175$17,794iApproximate average salary by contribution assumption: employee only about $444,844 at 4% or $296,563 at 6%; with 50% employer match about $296,563 at 4% or $197,708 at 6%; with 100% employer match about $222,422 at 4% or $148,281 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-4$347,503$71,175$17,794iApproximate average salary by contribution assumption: employee only about $444,844 at 4% or $296,563 at 6%; with 50% employer match about $296,563 at 4% or $197,708 at 6%; with 100% employer match about $222,422 at 4% or $148,281 at 6%.
200914$253,818$33,582$8,396iApproximate average salary by contribution assumption: employee only about $209,888 at 4% or $139,925 at 6%; with 50% employer match about $139,925 at 4% or $93,283 at 6%; with 100% employer match about $104,944 at 4% or $69,963 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-4$253,818$33,582$8,396iApproximate average salary by contribution assumption: employee only about $209,888 at 4% or $139,925 at 6%; with 50% employer match about $139,925 at 4% or $93,283 at 6%; with 100% employer match about $104,944 at 4% or $69,963 at 6%.
200813$171,689$28,764$9,588iApproximate average salary by contribution assumption: employee only about $239,700 at 4% or $159,800 at 6%; with 50% employer match about $159,800 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-3$171,689$28,764$9,588iApproximate average salary by contribution assumption: employee only about $239,700 at 4% or $159,800 at 6%; with 50% employer match about $159,800 at 4% or $106,533 at 6%; with 100% employer match about $119,850 at 4% or $79,900 at 6%.
200713$0$0-
Shepard O'Donnell PC. 401(K) Retirement Plan-3---
200613$116,583$23,928$7,976iApproximate average salary by contribution assumption: employee only about $199,400 at 4% or $132,933 at 6%; with 50% employer match about $132,933 at 4% or $88,622 at 6%; with 100% employer match about $99,700 at 4% or $66,467 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-3$116,583$23,928$7,976iApproximate average salary by contribution assumption: employee only about $199,400 at 4% or $132,933 at 6%; with 50% employer match about $132,933 at 4% or $88,622 at 6%; with 100% employer match about $99,700 at 4% or $66,467 at 6%.
200512$79,613$47,682$23,841iApproximate average salary by contribution assumption: employee only about $596,025 at 4% or $397,350 at 6%; with 50% employer match about $397,350 at 4% or $264,900 at 6%; with 100% employer match about $298,013 at 4% or $198,675 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-2$79,613$47,682$23,841iApproximate average salary by contribution assumption: employee only about $596,025 at 4% or $397,350 at 6%; with 50% employer match about $397,350 at 4% or $264,900 at 6%; with 100% employer match about $298,013 at 4% or $198,675 at 6%.
200411$29,783$29,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.
Shepard O'Donnell PC. 401(K) Retirement Plan-1$29,783$29,500$29,500iApproximate average salary by contribution assumption: employee only about $737,500 at 4% or $491,667 at 6%; with 50% employer match about $491,667 at 4% or $327,778 at 6%; with 100% employer match about $368,750 at 4% or $245,833 at 6%.