Civic Intelligence

SHERR FINANCIAL ASSOCIATES

Plan context: SFA 401(K) PSP

EIN 04-3457473 • Danvers, MA • 9 filings • 1 plans

100 Conifer Hill DriveSuite 409Danvers, MA 01923
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$426,959

2025 Contributions

$51,033

Historical Graphs

Total Assets Over Time

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

$767,427$383,714$0201720212025YearValue
$426,959Latest year 2025

Participants Over Time

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

740201720212025YearValue
7Latest year 2025

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
202517$426,959$51,033$7,290iApproximate average salary by contribution assumption: employee only about $182,261 at 4% or $121,507 at 6%; with 50% employer match about $121,507 at 4% or $81,005 at 6%; with 100% employer match about $91,130 at 4% or $60,754 at 6%.
SFA 401(K) PSP-7$426,959$51,033$7,290iApproximate average salary by contribution assumption: employee only about $182,261 at 4% or $121,507 at 6%; with 50% employer match about $121,507 at 4% or $81,005 at 6%; with 100% employer match about $91,130 at 4% or $60,754 at 6%.
202416$365,232$88,781$14,797iApproximate average salary by contribution assumption: employee only about $369,921 at 4% or $246,614 at 6%; with 50% employer match about $246,614 at 4% or $164,409 at 6%; with 100% employer match about $184,960 at 4% or $123,307 at 6%.
SFA 401(K) PSP-6$365,232$88,781$14,797iApproximate average salary by contribution assumption: employee only about $369,921 at 4% or $246,614 at 6%; with 50% employer match about $246,614 at 4% or $164,409 at 6%; with 100% employer match about $184,960 at 4% or $123,307 at 6%.
202316$767,427$97,729$16,288iApproximate average salary by contribution assumption: employee only about $407,204 at 4% or $271,469 at 6%; with 50% employer match about $271,469 at 4% or $180,980 at 6%; with 100% employer match about $203,602 at 4% or $135,735 at 6%.
SFA 401(K) PSP-6$767,427$97,729$16,288iApproximate average salary by contribution assumption: employee only about $407,204 at 4% or $271,469 at 6%; with 50% employer match about $271,469 at 4% or $180,980 at 6%; with 100% employer match about $203,602 at 4% or $135,735 at 6%.
202215$574,017$63,494$12,699iApproximate average salary by contribution assumption: employee only about $317,470 at 4% or $211,647 at 6%; with 50% employer match about $211,647 at 4% or $141,098 at 6%; with 100% employer match about $158,735 at 4% or $105,823 at 6%.
SFA 401(K) PSP-5$574,017$63,494$12,699iApproximate average salary by contribution assumption: employee only about $317,470 at 4% or $211,647 at 6%; with 50% employer match about $211,647 at 4% or $141,098 at 6%; with 100% employer match about $158,735 at 4% or $105,823 at 6%.
202115$598,854$105,558$21,112iApproximate average salary by contribution assumption: employee only about $527,790 at 4% or $351,860 at 6%; with 50% employer match about $351,860 at 4% or $234,573 at 6%; with 100% employer match about $263,895 at 4% or $175,930 at 6%.
SFA 401(K) PSP-5$598,854$105,558$21,112iApproximate average salary by contribution assumption: employee only about $527,790 at 4% or $351,860 at 6%; with 50% employer match about $351,860 at 4% or $234,573 at 6%; with 100% employer match about $263,895 at 4% or $175,930 at 6%.
202015$448,103$98,590$19,718iApproximate average salary by contribution assumption: employee only about $492,950 at 4% or $328,633 at 6%; with 50% employer match about $328,633 at 4% or $219,089 at 6%; with 100% employer match about $246,475 at 4% or $164,317 at 6%.
SFA 401(K) PSP-5$448,103$98,590$19,718iApproximate average salary by contribution assumption: employee only about $492,950 at 4% or $328,633 at 6%; with 50% employer match about $328,633 at 4% or $219,089 at 6%; with 100% employer match about $246,475 at 4% or $164,317 at 6%.
201915$306,002$98,049$19,610iApproximate average salary by contribution assumption: employee only about $490,245 at 4% or $326,830 at 6%; with 50% employer match about $326,830 at 4% or $217,887 at 6%; with 100% employer match about $245,123 at 4% or $163,415 at 6%.
SFA 401(K) PSP-5$306,002$98,049$19,610iApproximate average salary by contribution assumption: employee only about $490,245 at 4% or $326,830 at 6%; with 50% employer match about $326,830 at 4% or $217,887 at 6%; with 100% employer match about $245,123 at 4% or $163,415 at 6%.
201815$174,226$90,494$18,099iApproximate average salary by contribution assumption: employee only about $452,470 at 4% or $301,647 at 6%; with 50% employer match about $301,647 at 4% or $201,098 at 6%; with 100% employer match about $226,235 at 4% or $150,823 at 6%.
SFA 401(K) PSP-5$174,226$90,494$18,099iApproximate average salary by contribution assumption: employee only about $452,470 at 4% or $301,647 at 6%; with 50% employer match about $301,647 at 4% or $201,098 at 6%; with 100% employer match about $226,235 at 4% or $150,823 at 6%.
201716$101,087$58,992$9,832iApproximate average salary by contribution assumption: employee only about $245,800 at 4% or $163,867 at 6%; with 50% employer match about $163,867 at 4% or $109,244 at 6%; with 100% employer match about $122,900 at 4% or $81,933 at 6%.
SFA 401(K) PSP-6$101,087$58,992$9,832iApproximate average salary by contribution assumption: employee only about $245,800 at 4% or $163,867 at 6%; with 50% employer match about $163,867 at 4% or $109,244 at 6%; with 100% employer match about $122,900 at 4% or $81,933 at 6%.