Sheppard Brogna Overview Inc
Plan context: Sheppard Brogna Overview Inc. Retirement Plan
EIN 05-0593613 • US Essex Junction, VT • 17 filings • 1 plans
Current Snapshot
Latest Year
2022
2022 Participants
4
2022 Assets
$1,713,618
2022 Contributions
$146,878
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 |
|---|---|---|---|---|---|
| 2022 | 1 | 4 | $1,713,618 | $146,878 | $36,720iApproximate average salary by contribution assumption: employee only about $917,988 at 4% or $611,992 at 6%; with 50% employer match about $611,992 at 4% or $407,994 at 6%; with 100% employer match about $458,994 at 4% or $305,996 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 4 | $1,713,618 | $146,878 | $36,720iApproximate average salary by contribution assumption: employee only about $917,988 at 4% or $611,992 at 6%; with 50% employer match about $611,992 at 4% or $407,994 at 6%; with 100% employer match about $458,994 at 4% or $305,996 at 6%. |
| 2021 | 1 | 5 | $1,910,547 | $54,762 | $10,952iApproximate average salary by contribution assumption: employee only about $273,810 at 4% or $182,540 at 6%; with 50% employer match about $182,540 at 4% or $121,693 at 6%; with 100% employer match about $136,905 at 4% or $91,270 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 5 | $1,910,547 | $54,762 | $10,952iApproximate average salary by contribution assumption: employee only about $273,810 at 4% or $182,540 at 6%; with 50% employer match about $182,540 at 4% or $121,693 at 6%; with 100% employer match about $136,905 at 4% or $91,270 at 6%. |
| 2020 | 1 | 5 | $1,495,528 | $115,466 | $23,093iApproximate average salary by contribution assumption: employee only about $577,330 at 4% or $384,887 at 6%; with 50% employer match about $384,887 at 4% or $256,591 at 6%; with 100% employer match about $288,665 at 4% or $192,443 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 5 | $1,495,528 | $115,466 | $23,093iApproximate average salary by contribution assumption: employee only about $577,330 at 4% or $384,887 at 6%; with 50% employer match about $384,887 at 4% or $256,591 at 6%; with 100% employer match about $288,665 at 4% or $192,443 at 6%. |
| 2019 | 1 | 5 | $1,243,020 | $111,186 | $22,237iApproximate average salary by contribution assumption: employee only about $555,930 at 4% or $370,620 at 6%; with 50% employer match about $370,620 at 4% or $247,080 at 6%; with 100% employer match about $277,965 at 4% or $185,310 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 5 | $1,243,020 | $111,186 | $22,237iApproximate average salary by contribution assumption: employee only about $555,930 at 4% or $370,620 at 6%; with 50% employer match about $370,620 at 4% or $247,080 at 6%; with 100% employer match about $277,965 at 4% or $185,310 at 6%. |
| 2018 | 1 | 5 | $871,583 | $68,917 | $13,783iApproximate average salary by contribution assumption: employee only about $344,585 at 4% or $229,723 at 6%; with 50% employer match about $229,723 at 4% or $153,149 at 6%; with 100% employer match about $172,293 at 4% or $114,862 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 5 | $871,583 | $68,917 | $13,783iApproximate average salary by contribution assumption: employee only about $344,585 at 4% or $229,723 at 6%; with 50% employer match about $229,723 at 4% or $153,149 at 6%; with 100% employer match about $172,293 at 4% or $114,862 at 6%. |
| 2017 | 1 | 5 | $897,779 | $54,230 | $10,846iApproximate average salary by contribution assumption: employee only about $271,150 at 4% or $180,767 at 6%; with 50% employer match about $180,767 at 4% or $120,511 at 6%; with 100% employer match about $135,575 at 4% or $90,383 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 5 | $897,779 | $54,230 | $10,846iApproximate average salary by contribution assumption: employee only about $271,150 at 4% or $180,767 at 6%; with 50% employer match about $180,767 at 4% or $120,511 at 6%; with 100% employer match about $135,575 at 4% or $90,383 at 6%. |
| 2016 | 1 | 6 | $779,536 | $41,178 | $6,863iApproximate average salary by contribution assumption: employee only about $171,575 at 4% or $114,383 at 6%; with 50% employer match about $114,383 at 4% or $76,256 at 6%; with 100% employer match about $85,788 at 4% or $57,192 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 6 | $779,536 | $41,178 | $6,863iApproximate average salary by contribution assumption: employee only about $171,575 at 4% or $114,383 at 6%; with 50% employer match about $114,383 at 4% or $76,256 at 6%; with 100% employer match about $85,788 at 4% or $57,192 at 6%. |
| 2015 | 1 | 6 | $669,959 | $40,617 | $6,770iApproximate average salary by contribution assumption: employee only about $169,238 at 4% or $112,825 at 6%; with 50% employer match about $112,825 at 4% or $75,217 at 6%; with 100% employer match about $84,619 at 4% or $56,413 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 6 | $669,959 | $40,617 | $6,770iApproximate average salary by contribution assumption: employee only about $169,238 at 4% or $112,825 at 6%; with 50% employer match about $112,825 at 4% or $75,217 at 6%; with 100% employer match about $84,619 at 4% or $56,413 at 6%. |
| 2014 | 1 | 7 | $663,581 | $33,775 | $4,825iApproximate average salary by contribution assumption: employee only about $120,625 at 4% or $80,417 at 6%; with 50% employer match about $80,417 at 4% or $53,611 at 6%; with 100% employer match about $60,313 at 4% or $40,208 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 7 | $663,581 | $33,775 | $4,825iApproximate average salary by contribution assumption: employee only about $120,625 at 4% or $80,417 at 6%; with 50% employer match about $80,417 at 4% or $53,611 at 6%; with 100% employer match about $60,313 at 4% or $40,208 at 6%. |
| 2013 | 1 | 7 | $567,552 | $31,976 | $4,568iApproximate average salary by contribution assumption: employee only about $114,200 at 4% or $76,133 at 6%; with 50% employer match about $76,133 at 4% or $50,756 at 6%; with 100% employer match about $57,100 at 4% or $38,067 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 7 | $567,552 | $31,976 | $4,568iApproximate average salary by contribution assumption: employee only about $114,200 at 4% or $76,133 at 6%; with 50% employer match about $76,133 at 4% or $50,756 at 6%; with 100% employer match about $57,100 at 4% or $38,067 at 6%. |
| 2012 | 1 | 7 | $481,262 | $19,799 | $2,828iApproximate average salary by contribution assumption: employee only about $70,711 at 4% or $47,140 at 6%; with 50% employer match about $47,140 at 4% or $31,427 at 6%; with 100% employer match about $35,355 at 4% or $23,570 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 7 | $481,262 | $19,799 | $2,828iApproximate average salary by contribution assumption: employee only about $70,711 at 4% or $47,140 at 6%; with 50% employer match about $47,140 at 4% or $31,427 at 6%; with 100% employer match about $35,355 at 4% or $23,570 at 6%. |
| 2011 | 1 | 6 | $420,474 | $22,419 | $3,737iApproximate average salary by contribution assumption: employee only about $93,413 at 4% or $62,275 at 6%; with 50% employer match about $62,275 at 4% or $41,517 at 6%; with 100% employer match about $46,706 at 4% or $31,138 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 6 | $420,474 | $22,419 | $3,737iApproximate average salary by contribution assumption: employee only about $93,413 at 4% or $62,275 at 6%; with 50% employer match about $62,275 at 4% or $41,517 at 6%; with 100% employer match about $46,706 at 4% or $31,138 at 6%. |
| 2010 | 1 | 7 | $418,756 | $23,802 | $3,400iApproximate average salary by contribution assumption: employee only about $85,007 at 4% or $56,671 at 6%; with 50% employer match about $56,671 at 4% or $37,781 at 6%; with 100% employer match about $42,504 at 4% or $28,336 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 7 | $418,756 | $23,802 | $3,400iApproximate average salary by contribution assumption: employee only about $85,007 at 4% or $56,671 at 6%; with 50% employer match about $56,671 at 4% or $37,781 at 6%; with 100% employer match about $42,504 at 4% or $28,336 at 6%. |
| 2009 | 1 | 7 | $352,716 | $16,282 | $2,326iApproximate average salary by contribution assumption: employee only about $58,150 at 4% or $38,767 at 6%; with 50% employer match about $38,767 at 4% or $25,844 at 6%; with 100% employer match about $29,075 at 4% or $19,383 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 7 | $352,716 | $16,282 | $2,326iApproximate average salary by contribution assumption: employee only about $58,150 at 4% or $38,767 at 6%; with 50% employer match about $38,767 at 4% or $25,844 at 6%; with 100% employer match about $29,075 at 4% or $19,383 at 6%. |
| 2008 | 1 | 4 | $245,268 | $14,515 | $3,629iApproximate average salary by contribution assumption: employee only about $90,719 at 4% or $60,479 at 6%; with 50% employer match about $60,479 at 4% or $40,319 at 6%; with 100% employer match about $45,359 at 4% or $30,240 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 4 | $245,268 | $14,515 | $3,629iApproximate average salary by contribution assumption: employee only about $90,719 at 4% or $60,479 at 6%; with 50% employer match about $60,479 at 4% or $40,319 at 6%; with 100% employer match about $45,359 at 4% or $30,240 at 6%. |
| 2007 | 1 | 4 | $359,565 | $41,312 | $10,328iApproximate average salary by contribution assumption: employee only about $258,200 at 4% or $172,133 at 6%; with 50% employer match about $172,133 at 4% or $114,756 at 6%; with 100% employer match about $129,100 at 4% or $86,067 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 4 | $359,565 | $41,312 | $10,328iApproximate average salary by contribution assumption: employee only about $258,200 at 4% or $172,133 at 6%; with 50% employer match about $172,133 at 4% or $114,756 at 6%; with 100% employer match about $129,100 at 4% or $86,067 at 6%. |
| 2006 | 1 | 4 | $309,449 | $76,346 | $19,087iApproximate average salary by contribution assumption: employee only about $477,163 at 4% or $318,108 at 6%; with 50% employer match about $318,108 at 4% or $212,072 at 6%; with 100% employer match about $238,581 at 4% or $159,054 at 6%. |
| Sheppard Brogna Overview Inc. Retirement Plan | - | 4 | $309,449 | $76,346 | $19,087iApproximate average salary by contribution assumption: employee only about $477,163 at 4% or $318,108 at 6%; with 50% employer match about $318,108 at 4% or $212,072 at 6%; with 100% employer match about $238,581 at 4% or $159,054 at 6%. |