Civic Intelligence

The J.E. Shepard Company

Plan context: The J.E. Shepard Company Master 401K Savings Plan

EIN 06-0627729 • South Windsor, CT • 25 filings • 4 plans

200 Sullivan Ave.South Windsor, CT 06074
Current Snapshot

Latest Year

2024

2024 Participants

93

2024 Assets

$11,405,536

2024 Contributions

$770,772

Historical Graphs

Total Assets Over Time

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

$14,965,978$7,482,989$0199920132024YearValue
$11,405,536Latest year 2024

Participants Over Time

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

196980199920122024YearValue
93Latest 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
2024193$11,405,536$770,772$8,288iApproximate average salary by contribution assumption: employee only about $207,197 at 4% or $138,131 at 6%; with 50% employer match about $138,131 at 4% or $92,087 at 6%; with 100% employer match about $103,598 at 4% or $69,066 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-93$11,405,536$770,772$8,288iApproximate average salary by contribution assumption: employee only about $207,197 at 4% or $138,131 at 6%; with 50% employer match about $138,131 at 4% or $92,087 at 6%; with 100% employer match about $103,598 at 4% or $69,066 at 6%.
2023186$11,344,135$797,021$9,268iApproximate average salary by contribution assumption: employee only about $231,692 at 4% or $154,461 at 6%; with 50% employer match about $154,461 at 4% or $102,974 at 6%; with 100% employer match about $115,846 at 4% or $77,231 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-86$11,344,135$797,021$9,268iApproximate average salary by contribution assumption: employee only about $231,692 at 4% or $154,461 at 6%; with 50% employer match about $154,461 at 4% or $102,974 at 6%; with 100% employer match about $115,846 at 4% or $77,231 at 6%.
2022193$9,708,771$854,300$9,186iApproximate average salary by contribution assumption: employee only about $229,651 at 4% or $153,100 at 6%; with 50% employer match about $153,100 at 4% or $102,067 at 6%; with 100% employer match about $114,825 at 4% or $76,550 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-93$9,708,771$854,300$9,186iApproximate average salary by contribution assumption: employee only about $229,651 at 4% or $153,100 at 6%; with 50% employer match about $153,100 at 4% or $102,067 at 6%; with 100% employer match about $114,825 at 4% or $76,550 at 6%.
2021194$12,187,089$889,312$9,461iApproximate average salary by contribution assumption: employee only about $236,519 at 4% or $157,679 at 6%; with 50% employer match about $157,679 at 4% or $105,120 at 6%; with 100% employer match about $118,260 at 4% or $78,840 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-94$12,187,089$889,312$9,461iApproximate average salary by contribution assumption: employee only about $236,519 at 4% or $157,679 at 6%; with 50% employer match about $157,679 at 4% or $105,120 at 6%; with 100% employer match about $118,260 at 4% or $78,840 at 6%.
2020196$10,617,523$835,028$8,698iApproximate average salary by contribution assumption: employee only about $217,455 at 4% or $144,970 at 6%; with 50% employer match about $144,970 at 4% or $96,647 at 6%; with 100% employer match about $108,728 at 4% or $72,485 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-96$10,617,523$835,028$8,698iApproximate average salary by contribution assumption: employee only about $217,455 at 4% or $144,970 at 6%; with 50% employer match about $144,970 at 4% or $96,647 at 6%; with 100% employer match about $108,728 at 4% or $72,485 at 6%.
2019193$9,631,072$1,176,995$12,656iApproximate average salary by contribution assumption: employee only about $316,397 at 4% or $210,931 at 6%; with 50% employer match about $210,931 at 4% or $140,621 at 6%; with 100% employer match about $158,198 at 4% or $105,466 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-93$9,631,072$1,176,995$12,656iApproximate average salary by contribution assumption: employee only about $316,397 at 4% or $210,931 at 6%; with 50% employer match about $210,931 at 4% or $140,621 at 6%; with 100% employer match about $158,198 at 4% or $105,466 at 6%.
20181196$14,965,978$1,278,844$6,525iApproximate average salary by contribution assumption: employee only about $163,118 at 4% or $108,745 at 6%; with 50% employer match about $108,745 at 4% or $72,497 at 6%; with 100% employer match about $81,559 at 4% or $54,373 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-196$14,965,978$1,278,844$6,525iApproximate average salary by contribution assumption: employee only about $163,118 at 4% or $108,745 at 6%; with 50% employer match about $108,745 at 4% or $72,497 at 6%; with 100% employer match about $81,559 at 4% or $54,373 at 6%.
20171189$14,928,769$1,132,180$5,990iApproximate average salary by contribution assumption: employee only about $149,759 at 4% or $99,840 at 6%; with 50% employer match about $99,840 at 4% or $66,560 at 6%; with 100% employer match about $74,880 at 4% or $49,920 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-189$14,928,769$1,132,180$5,990iApproximate average salary by contribution assumption: employee only about $149,759 at 4% or $99,840 at 6%; with 50% employer match about $99,840 at 4% or $66,560 at 6%; with 100% employer match about $74,880 at 4% or $49,920 at 6%.
20161194$12,316,213$1,168,290$6,022iApproximate average salary by contribution assumption: employee only about $150,553 at 4% or $100,369 at 6%; with 50% employer match about $100,369 at 4% or $66,912 at 6%; with 100% employer match about $75,276 at 4% or $50,184 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-194$12,316,213$1,168,290$6,022iApproximate average salary by contribution assumption: employee only about $150,553 at 4% or $100,369 at 6%; with 50% employer match about $100,369 at 4% or $66,912 at 6%; with 100% employer match about $75,276 at 4% or $50,184 at 6%.
20151186$10,608,415$962,885$5,177iApproximate average salary by contribution assumption: employee only about $129,420 at 4% or $86,280 at 6%; with 50% employer match about $86,280 at 4% or $57,520 at 6%; with 100% employer match about $64,710 at 4% or $43,140 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-186$10,608,415$962,885$5,177iApproximate average salary by contribution assumption: employee only about $129,420 at 4% or $86,280 at 6%; with 50% employer match about $86,280 at 4% or $57,520 at 6%; with 100% employer match about $64,710 at 4% or $43,140 at 6%.
20141167$10,112,554$889,062$5,324iApproximate average salary by contribution assumption: employee only about $133,093 at 4% or $88,729 at 6%; with 50% employer match about $88,729 at 4% or $59,152 at 6%; with 100% employer match about $66,547 at 4% or $44,364 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-167$10,112,554$889,062$5,324iApproximate average salary by contribution assumption: employee only about $133,093 at 4% or $88,729 at 6%; with 50% employer match about $88,729 at 4% or $59,152 at 6%; with 100% employer match about $66,547 at 4% or $44,364 at 6%.
20131166$9,080,353$766,325$4,616iApproximate average salary by contribution assumption: employee only about $115,410 at 4% or $76,940 at 6%; with 50% employer match about $76,940 at 4% or $51,294 at 6%; with 100% employer match about $57,705 at 4% or $38,470 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-166$9,080,353$766,325$4,616iApproximate average salary by contribution assumption: employee only about $115,410 at 4% or $76,940 at 6%; with 50% employer match about $76,940 at 4% or $51,294 at 6%; with 100% employer match about $57,705 at 4% or $38,470 at 6%.
20121157$7,389,532$727,661$4,635iApproximate average salary by contribution assumption: employee only about $115,870 at 4% or $77,246 at 6%; with 50% employer match about $77,246 at 4% or $51,498 at 6%; with 100% employer match about $57,935 at 4% or $38,623 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-157$7,389,532$727,661$4,635iApproximate average salary by contribution assumption: employee only about $115,870 at 4% or $77,246 at 6%; with 50% employer match about $77,246 at 4% or $51,498 at 6%; with 100% employer match about $57,935 at 4% or $38,623 at 6%.
20111152$6,194,811$653,693$4,301iApproximate average salary by contribution assumption: employee only about $107,515 at 4% or $71,677 at 6%; with 50% employer match about $71,677 at 4% or $47,785 at 6%; with 100% employer match about $53,758 at 4% or $35,838 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-152$6,194,811$653,693$4,301iApproximate average salary by contribution assumption: employee only about $107,515 at 4% or $71,677 at 6%; with 50% employer match about $71,677 at 4% or $47,785 at 6%; with 100% employer match about $53,758 at 4% or $35,838 at 6%.
20101151$5,814,380$536,255$3,551iApproximate average salary by contribution assumption: employee only about $88,784 at 4% or $59,189 at 6%; with 50% employer match about $59,189 at 4% or $39,460 at 6%; with 100% employer match about $44,392 at 4% or $29,595 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-151$5,814,380$536,255$3,551iApproximate average salary by contribution assumption: employee only about $88,784 at 4% or $59,189 at 6%; with 50% employer match about $59,189 at 4% or $39,460 at 6%; with 100% employer match about $44,392 at 4% or $29,595 at 6%.
20091141$4,871,720$484,880$3,439iApproximate average salary by contribution assumption: employee only about $85,972 at 4% or $57,314 at 6%; with 50% employer match about $57,314 at 4% or $38,210 at 6%; with 100% employer match about $42,986 at 4% or $28,657 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-141$4,871,720$484,880$3,439iApproximate average salary by contribution assumption: employee only about $85,972 at 4% or $57,314 at 6%; with 50% employer match about $57,314 at 4% or $38,210 at 6%; with 100% employer match about $42,986 at 4% or $28,657 at 6%.
20081117$3,590,171$557,321$4,763iApproximate average salary by contribution assumption: employee only about $119,086 at 4% or $79,390 at 6%; with 50% employer match about $79,390 at 4% or $52,927 at 6%; with 100% employer match about $59,543 at 4% or $39,695 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-117$3,590,171$557,321$4,763iApproximate average salary by contribution assumption: employee only about $119,086 at 4% or $79,390 at 6%; with 50% employer match about $79,390 at 4% or $52,927 at 6%; with 100% employer match about $59,543 at 4% or $39,695 at 6%.
20071110$4,289,529$478,220$4,347iApproximate average salary by contribution assumption: employee only about $108,686 at 4% or $72,458 at 6%; with 50% employer match about $72,458 at 4% or $48,305 at 6%; with 100% employer match about $54,343 at 4% or $36,229 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-110$4,289,529$478,220$4,347iApproximate average salary by contribution assumption: employee only about $108,686 at 4% or $72,458 at 6%; with 50% employer match about $72,458 at 4% or $48,305 at 6%; with 100% employer match about $54,343 at 4% or $36,229 at 6%.
20061103$4,009,872$461,856$4,484iApproximate average salary by contribution assumption: employee only about $112,101 at 4% or $74,734 at 6%; with 50% employer match about $74,734 at 4% or $49,823 at 6%; with 100% employer match about $56,050 at 4% or $37,367 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-103$4,009,872$461,856$4,484iApproximate average salary by contribution assumption: employee only about $112,101 at 4% or $74,734 at 6%; with 50% employer match about $74,734 at 4% or $49,823 at 6%; with 100% employer match about $56,050 at 4% or $37,367 at 6%.
2005192$3,244,542$428,275$4,655iApproximate average salary by contribution assumption: employee only about $116,379 at 4% or $77,586 at 6%; with 50% employer match about $77,586 at 4% or $51,724 at 6%; with 100% employer match about $58,190 at 4% or $38,793 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-92$3,244,542$428,275$4,655iApproximate average salary by contribution assumption: employee only about $116,379 at 4% or $77,586 at 6%; with 50% employer match about $77,586 at 4% or $51,724 at 6%; with 100% employer match about $58,190 at 4% or $38,793 at 6%.
2004193$2,730,115$358,648$3,856iApproximate average salary by contribution assumption: employee only about $96,411 at 4% or $64,274 at 6%; with 50% employer match about $64,274 at 4% or $42,849 at 6%; with 100% employer match about $48,205 at 4% or $32,137 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-93$2,730,115$358,648$3,856iApproximate average salary by contribution assumption: employee only about $96,411 at 4% or $64,274 at 6%; with 50% employer match about $64,274 at 4% or $42,849 at 6%; with 100% employer match about $48,205 at 4% or $32,137 at 6%.
2003196$2,158,988$365,756$3,810iApproximate average salary by contribution assumption: employee only about $95,249 at 4% or $63,499 at 6%; with 50% employer match about $63,499 at 4% or $42,333 at 6%; with 100% employer match about $47,624 at 4% or $31,750 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-96$2,158,988$365,756$3,810iApproximate average salary by contribution assumption: employee only about $95,249 at 4% or $63,499 at 6%; with 50% employer match about $63,499 at 4% or $42,333 at 6%; with 100% employer match about $47,624 at 4% or $31,750 at 6%.
2002181$0$0-
The J.E. Shepard Company Master 401K Savings Plan-81---
2000135$375,585$94,903$2,712iApproximate average salary by contribution assumption: employee only about $67,788 at 4% or $45,192 at 6%; with 50% employer match about $45,192 at 4% or $30,128 at 6%; with 100% employer match about $33,894 at 4% or $22,596 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-35$375,585$94,903$2,712iApproximate average salary by contribution assumption: employee only about $67,788 at 4% or $45,192 at 6%; with 50% employer match about $45,192 at 4% or $30,128 at 6%; with 100% employer match about $33,894 at 4% or $22,596 at 6%.
1999134$350,324$88,102$2,591iApproximate average salary by contribution assumption: employee only about $64,781 at 4% or $43,187 at 6%; with 50% employer match about $43,187 at 4% or $28,792 at 6%; with 100% employer match about $32,390 at 4% or $21,594 at 6%.
The J.E. Shepard Company Master 401K Savings Plan-34$350,324$88,102$2,591iApproximate average salary by contribution assumption: employee only about $64,781 at 4% or $43,187 at 6%; with 50% employer match about $43,187 at 4% or $28,792 at 6%; with 100% employer match about $32,390 at 4% or $21,594 at 6%.