Civic Intelligence

Graham Shepherd PC.

Plan context: Graham Shepherd PC. 401(K) Plan

EIN 04-3582157 • Paxton, MA • 22 filings • 4 plans

60 Streeter RdPaxton, MA 01612-1108
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,762,995

2024 Contributions

$7,522

Historical Graphs

Total Assets Over Time

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

$1,873,631$936,816$0200320132023YearValue
$1,762,995Latest year 2023

Participants Over Time

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

20100200320132023YearValue
2Latest year 2023

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
202410$0$7,522-
Graham Shepherd PC. 401(K) Plan-0$0$7,522-
202312$1,762,995$45,962$22,981iApproximate average salary by contribution assumption: employee only about $574,525 at 4% or $383,017 at 6%; with 50% employer match about $383,017 at 4% or $255,344 at 6%; with 100% employer match about $287,263 at 4% or $191,508 at 6%.
Graham Shepherd PC. 401(K) Plan-2$1,762,995$45,962$22,981iApproximate average salary by contribution assumption: employee only about $574,525 at 4% or $383,017 at 6%; with 50% employer match about $383,017 at 4% or $255,344 at 6%; with 100% employer match about $287,263 at 4% or $191,508 at 6%.
202212$1,495,336$34,216$17,108iApproximate average salary by contribution assumption: employee only about $427,700 at 4% or $285,133 at 6%; with 50% employer match about $285,133 at 4% or $190,089 at 6%; with 100% employer match about $213,850 at 4% or $142,567 at 6%.
Graham Shepherd PC. 401(K) Plan-2$1,495,336$34,216$17,108iApproximate average salary by contribution assumption: employee only about $427,700 at 4% or $285,133 at 6%; with 50% employer match about $285,133 at 4% or $190,089 at 6%; with 100% employer match about $213,850 at 4% or $142,567 at 6%.
202112$1,873,631$34,205$17,103iApproximate average salary by contribution assumption: employee only about $427,563 at 4% or $285,042 at 6%; with 50% employer match about $285,042 at 4% or $190,028 at 6%; with 100% employer match about $213,781 at 4% or $142,521 at 6%.
Graham Shepherd PC. 401(K) Plan-2$1,873,631$34,205$17,103iApproximate average salary by contribution assumption: employee only about $427,563 at 4% or $285,042 at 6%; with 50% employer match about $285,042 at 4% or $190,028 at 6%; with 100% employer match about $213,781 at 4% or $142,521 at 6%.
202012$1,629,955$22,372$11,186iApproximate average salary by contribution assumption: employee only about $279,650 at 4% or $186,433 at 6%; with 50% employer match about $186,433 at 4% or $124,289 at 6%; with 100% employer match about $139,825 at 4% or $93,217 at 6%.
Graham Shepherd PC. 401(K) Plan-2$1,629,955$22,372$11,186iApproximate average salary by contribution assumption: employee only about $279,650 at 4% or $186,433 at 6%; with 50% employer match about $186,433 at 4% or $124,289 at 6%; with 100% employer match about $139,825 at 4% or $93,217 at 6%.
201912$1,439,400$33,283$16,642iApproximate average salary by contribution assumption: employee only about $416,038 at 4% or $277,358 at 6%; with 50% employer match about $277,358 at 4% or $184,906 at 6%; with 100% employer match about $208,019 at 4% or $138,679 at 6%.
Graham Shepherd PC. 401(K) Plan-2$1,439,400$33,283$16,642iApproximate average salary by contribution assumption: employee only about $416,038 at 4% or $277,358 at 6%; with 50% employer match about $277,358 at 4% or $184,906 at 6%; with 100% employer match about $208,019 at 4% or $138,679 at 6%.
201812$1,193,789$31,592$15,796iApproximate average salary by contribution assumption: employee only about $394,900 at 4% or $263,267 at 6%; with 50% employer match about $263,267 at 4% or $175,511 at 6%; with 100% employer match about $197,450 at 4% or $131,633 at 6%.
Graham Shepherd PC. 401(K) Plan-2$1,193,789$31,592$15,796iApproximate average salary by contribution assumption: employee only about $394,900 at 4% or $263,267 at 6%; with 50% employer match about $263,267 at 4% or $175,511 at 6%; with 100% employer match about $197,450 at 4% or $131,633 at 6%.
201712$1,335,893$31,059$15,530iApproximate average salary by contribution assumption: employee only about $388,238 at 4% or $258,825 at 6%; with 50% employer match about $258,825 at 4% or $172,550 at 6%; with 100% employer match about $194,119 at 4% or $129,413 at 6%.
Graham Shepherd PC. 401(K) Plan-2$1,335,893$31,059$15,530iApproximate average salary by contribution assumption: employee only about $388,238 at 4% or $258,825 at 6%; with 50% employer match about $258,825 at 4% or $172,550 at 6%; with 100% employer match about $194,119 at 4% or $129,413 at 6%.
201612$1,194,479$30,497$15,249iApproximate average salary by contribution assumption: employee only about $381,213 at 4% or $254,142 at 6%; with 50% employer match about $254,142 at 4% or $169,428 at 6%; with 100% employer match about $190,606 at 4% or $127,071 at 6%.
Graham Shepherd PC. 401(K) Plan-2$1,194,479$30,497$15,249iApproximate average salary by contribution assumption: employee only about $381,213 at 4% or $254,142 at 6%; with 50% employer match about $254,142 at 4% or $169,428 at 6%; with 100% employer match about $190,606 at 4% or $127,071 at 6%.
201513$1,088,627$49,703$16,568iApproximate average salary by contribution assumption: employee only about $414,192 at 4% or $276,128 at 6%; with 50% employer match about $276,128 at 4% or $184,085 at 6%; with 100% employer match about $207,096 at 4% or $138,064 at 6%.
Graham Shepherd PC. 401(K) Plan-3$1,088,627$49,703$16,568iApproximate average salary by contribution assumption: employee only about $414,192 at 4% or $276,128 at 6%; with 50% employer match about $276,128 at 4% or $184,085 at 6%; with 100% employer match about $207,096 at 4% or $138,064 at 6%.
201415$1,145,069$71,552$14,310iApproximate average salary by contribution assumption: employee only about $357,760 at 4% or $238,507 at 6%; with 50% employer match about $238,507 at 4% or $159,004 at 6%; with 100% employer match about $178,880 at 4% or $119,253 at 6%.
Graham Shepherd PC. 401(K) Plan-5$1,145,069$71,552$14,310iApproximate average salary by contribution assumption: employee only about $357,760 at 4% or $238,507 at 6%; with 50% employer match about $238,507 at 4% or $159,004 at 6%; with 100% employer match about $178,880 at 4% or $119,253 at 6%.
2013117$1,363,019$94,920$5,584iApproximate average salary by contribution assumption: employee only about $139,588 at 4% or $93,059 at 6%; with 50% employer match about $93,059 at 4% or $62,039 at 6%; with 100% employer match about $69,794 at 4% or $46,529 at 6%.
Graham Shepherd PC. 401(K) Plan-17$1,363,019$94,920$5,584iApproximate average salary by contribution assumption: employee only about $139,588 at 4% or $93,059 at 6%; with 50% employer match about $93,059 at 4% or $62,039 at 6%; with 100% employer match about $69,794 at 4% or $46,529 at 6%.
2012120$1,130,393$92,375$4,619iApproximate average salary by contribution assumption: employee only about $115,469 at 4% or $76,979 at 6%; with 50% employer match about $76,979 at 4% or $51,319 at 6%; with 100% employer match about $57,734 at 4% or $38,490 at 6%.
Graham Shepherd PC. 401(K) Plan-20$1,130,393$92,375$4,619iApproximate average salary by contribution assumption: employee only about $115,469 at 4% or $76,979 at 6%; with 50% employer match about $76,979 at 4% or $51,319 at 6%; with 100% employer match about $57,734 at 4% or $38,490 at 6%.
2011120$981,925$99,614$4,981iApproximate average salary by contribution assumption: employee only about $124,518 at 4% or $83,012 at 6%; with 50% employer match about $83,012 at 4% or $55,341 at 6%; with 100% employer match about $62,259 at 4% or $41,506 at 6%.
Graham Shepherd PC. 401(K) Plan-20$981,925$99,614$4,981iApproximate average salary by contribution assumption: employee only about $124,518 at 4% or $83,012 at 6%; with 50% employer match about $83,012 at 4% or $55,341 at 6%; with 100% employer match about $62,259 at 4% or $41,506 at 6%.
2010120$952,744$129,570$6,479iApproximate average salary by contribution assumption: employee only about $161,963 at 4% or $107,975 at 6%; with 50% employer match about $107,975 at 4% or $71,983 at 6%; with 100% employer match about $80,981 at 4% or $53,988 at 6%.
Graham Shepherd PC. 401(K) Plan-20$952,744$129,570$6,479iApproximate average salary by contribution assumption: employee only about $161,963 at 4% or $107,975 at 6%; with 50% employer match about $107,975 at 4% or $71,983 at 6%; with 100% employer match about $80,981 at 4% or $53,988 at 6%.
2009119$739,344$133,860$7,045iApproximate average salary by contribution assumption: employee only about $176,132 at 4% or $117,421 at 6%; with 50% employer match about $117,421 at 4% or $78,281 at 6%; with 100% employer match about $88,066 at 4% or $58,711 at 6%.
Graham Shepherd PC. 401(K) Plan-19$739,344$133,860$7,045iApproximate average salary by contribution assumption: employee only about $176,132 at 4% or $117,421 at 6%; with 50% employer match about $117,421 at 4% or $78,281 at 6%; with 100% employer match about $88,066 at 4% or $58,711 at 6%.
2008112$549,255$86,245$7,187iApproximate average salary by contribution assumption: employee only about $179,677 at 4% or $119,785 at 6%; with 50% employer match about $119,785 at 4% or $79,856 at 6%; with 100% employer match about $89,839 at 4% or $59,892 at 6%.
Graham Shepherd PC. 401(K) Plan-12$549,255$86,245$7,187iApproximate average salary by contribution assumption: employee only about $179,677 at 4% or $119,785 at 6%; with 50% employer match about $119,785 at 4% or $79,856 at 6%; with 100% employer match about $89,839 at 4% or $59,892 at 6%.
2007115$706,915$445,780$29,719iApproximate average salary by contribution assumption: employee only about $742,967 at 4% or $495,311 at 6%; with 50% employer match about $495,311 at 4% or $330,207 at 6%; with 100% employer match about $371,483 at 4% or $247,656 at 6%.
Graham Shepherd PC. 401(K) Plan-15$706,915$445,780$29,719iApproximate average salary by contribution assumption: employee only about $742,967 at 4% or $495,311 at 6%; with 50% employer match about $495,311 at 4% or $330,207 at 6%; with 100% employer match about $371,483 at 4% or $247,656 at 6%.
200618$387,834$221,932$27,742iApproximate average salary by contribution assumption: employee only about $693,538 at 4% or $462,358 at 6%; with 50% employer match about $462,358 at 4% or $308,239 at 6%; with 100% employer match about $346,769 at 4% or $231,179 at 6%.
Graham Shepherd PC. 401(K) Plan-8$387,834$221,932$27,742iApproximate average salary by contribution assumption: employee only about $693,538 at 4% or $462,358 at 6%; with 50% employer match about $462,358 at 4% or $308,239 at 6%; with 100% employer match about $346,769 at 4% or $231,179 at 6%.
200518$144,697$60,364$7,546iApproximate average salary by contribution assumption: employee only about $188,638 at 4% or $125,758 at 6%; with 50% employer match about $125,758 at 4% or $83,839 at 6%; with 100% employer match about $94,319 at 4% or $62,879 at 6%.
Graham Shepherd PC. 401(K) Plan-8$144,697$60,364$7,546iApproximate average salary by contribution assumption: employee only about $188,638 at 4% or $125,758 at 6%; with 50% employer match about $125,758 at 4% or $83,839 at 6%; with 100% employer match about $94,319 at 4% or $62,879 at 6%.
200418$76,248$37,784$4,723iApproximate average salary by contribution assumption: employee only about $118,075 at 4% or $78,717 at 6%; with 50% employer match about $78,717 at 4% or $52,478 at 6%; with 100% employer match about $59,038 at 4% or $39,358 at 6%.
Graham Shepherd PC. 401(K) Plan-8$76,248$37,784$4,723iApproximate average salary by contribution assumption: employee only about $118,075 at 4% or $78,717 at 6%; with 50% employer match about $78,717 at 4% or $52,478 at 6%; with 100% employer match about $59,038 at 4% or $39,358 at 6%.
200317$33,339$33,600$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
Graham Shepherd PC. 401(K) Plan-7$33,339$33,600$4,800iApproximate average salary by contribution assumption: employee only about $120,000 at 4% or $80,000 at 6%; with 50% employer match about $80,000 at 4% or $53,333 at 6%; with 100% employer match about $60,000 at 4% or $40,000 at 6%.
Graham Shepherd PC. | EIN 04-3582157 | 2024 Form 5500 Company Profile