Civic Intelligence

Shepard Insurance Group Inc.

Plan context: Shepard Insurance Group Inc. Profit Sharing 401(K) Plan

EIN 06-1092248 • Old Greenwich, CT • 32 filings • 5 plans

1700 East Putnam Ave.Ste 203Old Greenwich, CT 06870
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$3,183,968

2025 Contributions

$121,732

Historical Graphs

Total Assets Over Time

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

$4,207,998$2,103,999$0199920132024YearValue
$3,183,968Latest year 2024

Participants Over Time

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

1260199920122024YearValue
10Latest 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
202510$0$0-
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-0$0$0-
2024210$3,183,968$121,732$12,173iApproximate average salary by contribution assumption: employee only about $304,330 at 4% or $202,887 at 6%; with 50% employer match about $202,887 at 4% or $135,258 at 6%; with 100% employer match about $152,165 at 4% or $101,443 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-10$2,491,661$120,781$12,078iApproximate average salary by contribution assumption: employee only about $301,953 at 4% or $201,302 at 6%; with 50% employer match about $201,302 at 4% or $134,201 at 6%; with 100% employer match about $150,976 at 4% or $100,651 at 6%.
SHEPARD INSURANCE GROUP, INC. PENSION PLAN-9$692,307$951$106iApproximate average salary by contribution assumption: employee only about $2,642 at 4% or $1,761 at 6%; with 50% employer match about $1,761 at 4% or $1,174 at 6%; with 100% employer match about $1,321 at 4% or $881 at 6%.
2023211$3,620,718$293,628$26,693iApproximate average salary by contribution assumption: employee only about $667,336 at 4% or $444,891 at 6%; with 50% employer match about $444,891 at 4% or $296,594 at 6%; with 100% employer match about $333,668 at 4% or $222,445 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-11$2,965,655$184,628$16,784iApproximate average salary by contribution assumption: employee only about $419,609 at 4% or $279,739 at 6%; with 50% employer match about $279,739 at 4% or $186,493 at 6%; with 100% employer match about $209,805 at 4% or $139,870 at 6%.
SHEPARD INSURANCE GROUP, INC. PENSION PLAN-10$655,063$109,000$10,900iApproximate average salary by contribution assumption: employee only about $272,500 at 4% or $181,667 at 6%; with 50% employer match about $181,667 at 4% or $121,111 at 6%; with 100% employer match about $136,250 at 4% or $90,833 at 6%.
2022211$2,764,975$281,080$25,553iApproximate average salary by contribution assumption: employee only about $638,818 at 4% or $425,879 at 6%; with 50% employer match about $425,879 at 4% or $283,919 at 6%; with 100% employer match about $319,409 at 4% or $212,939 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-11$2,311,885$166,069$15,097iApproximate average salary by contribution assumption: employee only about $377,430 at 4% or $251,620 at 6%; with 50% employer match about $251,620 at 4% or $167,746 at 6%; with 100% employer match about $188,715 at 4% or $125,810 at 6%.
SHEPARD INSURANCE GROUP, INC. PENSION PLAN-8$453,090$115,011$14,376iApproximate average salary by contribution assumption: employee only about $359,409 at 4% or $239,606 at 6%; with 50% employer match about $239,606 at 4% or $159,738 at 6%; with 100% employer match about $179,705 at 4% or $119,803 at 6%.
2021210$4,207,998$364,977$36,498iApproximate average salary by contribution assumption: employee only about $912,442 at 4% or $608,295 at 6%; with 50% employer match about $608,295 at 4% or $405,530 at 6%; with 100% employer match about $456,221 at 4% or $304,148 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-10$3,819,448$151,138$15,114iApproximate average salary by contribution assumption: employee only about $377,845 at 4% or $251,897 at 6%; with 50% employer match about $251,897 at 4% or $167,931 at 6%; with 100% employer match about $188,923 at 4% or $125,948 at 6%.
SHEPARD INSURANCE GROUP, INC. PENSION PLAN-7$388,550$213,839$30,548iApproximate average salary by contribution assumption: employee only about $763,711 at 4% or $509,140 at 6%; with 50% employer match about $509,140 at 4% or $339,427 at 6%; with 100% employer match about $381,855 at 4% or $254,570 at 6%.
2020210$3,570,001$313,642$31,364iApproximate average salary by contribution assumption: employee only about $784,105 at 4% or $522,737 at 6%; with 50% employer match about $522,737 at 4% or $348,491 at 6%; with 100% employer match about $392,053 at 4% or $261,368 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-10$3,428,509$172,150$17,215iApproximate average salary by contribution assumption: employee only about $430,375 at 4% or $286,917 at 6%; with 50% employer match about $286,917 at 4% or $191,278 at 6%; with 100% employer match about $215,188 at 4% or $143,458 at 6%.
SHEPARD INSURANCE GROUP, INC. PENSION PLAN-7$141,492$141,492$20,213iApproximate average salary by contribution assumption: employee only about $505,329 at 4% or $336,886 at 6%; with 50% employer match about $336,886 at 4% or $224,590 at 6%; with 100% employer match about $252,664 at 4% or $168,443 at 6%.
2019110$2,968,908$116,150$11,615iApproximate average salary by contribution assumption: employee only about $290,375 at 4% or $193,583 at 6%; with 50% employer match about $193,583 at 4% or $129,056 at 6%; with 100% employer match about $145,188 at 4% or $96,792 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-10$2,968,908$116,150$11,615iApproximate average salary by contribution assumption: employee only about $290,375 at 4% or $193,583 at 6%; with 50% employer match about $193,583 at 4% or $129,056 at 6%; with 100% employer match about $145,188 at 4% or $96,792 at 6%.
2018112$2,445,592$128,974$10,748iApproximate average salary by contribution assumption: employee only about $268,696 at 4% or $179,131 at 6%; with 50% employer match about $179,131 at 4% or $119,420 at 6%; with 100% employer match about $134,348 at 4% or $89,565 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-12$2,445,592$128,974$10,748iApproximate average salary by contribution assumption: employee only about $268,696 at 4% or $179,131 at 6%; with 50% employer match about $179,131 at 4% or $119,420 at 6%; with 100% employer match about $134,348 at 4% or $89,565 at 6%.
2017112$2,500,872$115,377$9,615iApproximate average salary by contribution assumption: employee only about $240,369 at 4% or $160,246 at 6%; with 50% employer match about $160,246 at 4% or $106,831 at 6%; with 100% employer match about $120,184 at 4% or $80,123 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-12$2,500,872$115,377$9,615iApproximate average salary by contribution assumption: employee only about $240,369 at 4% or $160,246 at 6%; with 50% employer match about $160,246 at 4% or $106,831 at 6%; with 100% employer match about $120,184 at 4% or $80,123 at 6%.
2016112$2,095,530$113,694$9,475iApproximate average salary by contribution assumption: employee only about $236,863 at 4% or $157,908 at 6%; with 50% employer match about $157,908 at 4% or $105,272 at 6%; with 100% employer match about $118,431 at 4% or $78,954 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-12$2,095,530$113,694$9,475iApproximate average salary by contribution assumption: employee only about $236,863 at 4% or $157,908 at 6%; with 50% employer match about $157,908 at 4% or $105,272 at 6%; with 100% employer match about $118,431 at 4% or $78,954 at 6%.
2015111$1,853,140$124,616$11,329iApproximate average salary by contribution assumption: employee only about $283,218 at 4% or $188,812 at 6%; with 50% employer match about $188,812 at 4% or $125,875 at 6%; with 100% employer match about $141,609 at 4% or $94,406 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-11$1,853,140$124,616$11,329iApproximate average salary by contribution assumption: employee only about $283,218 at 4% or $188,812 at 6%; with 50% employer match about $188,812 at 4% or $125,875 at 6%; with 100% employer match about $141,609 at 4% or $94,406 at 6%.
2014110$1,775,959$120,196$12,020iApproximate average salary by contribution assumption: employee only about $300,490 at 4% or $200,327 at 6%; with 50% employer match about $200,327 at 4% or $133,551 at 6%; with 100% employer match about $150,245 at 4% or $100,163 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-10$1,775,959$120,196$12,020iApproximate average salary by contribution assumption: employee only about $300,490 at 4% or $200,327 at 6%; with 50% employer match about $200,327 at 4% or $133,551 at 6%; with 100% employer match about $150,245 at 4% or $100,163 at 6%.
2013110$1,598,630$126,539$12,654iApproximate average salary by contribution assumption: employee only about $316,348 at 4% or $210,898 at 6%; with 50% employer match about $210,898 at 4% or $140,599 at 6%; with 100% employer match about $158,174 at 4% or $105,449 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-10$1,598,630$126,539$12,654iApproximate average salary by contribution assumption: employee only about $316,348 at 4% or $210,898 at 6%; with 50% employer match about $210,898 at 4% or $140,599 at 6%; with 100% employer match about $158,174 at 4% or $105,449 at 6%.
2012110$1,330,579$124,671$12,467iApproximate average salary by contribution assumption: employee only about $311,678 at 4% or $207,785 at 6%; with 50% employer match about $207,785 at 4% or $138,523 at 6%; with 100% employer match about $155,839 at 4% or $103,893 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-10$1,330,579$124,671$12,467iApproximate average salary by contribution assumption: employee only about $311,678 at 4% or $207,785 at 6%; with 50% employer match about $207,785 at 4% or $138,523 at 6%; with 100% employer match about $155,839 at 4% or $103,893 at 6%.
2011112$1,083,311$106,239$8,853iApproximate average salary by contribution assumption: employee only about $221,331 at 4% or $147,554 at 6%; with 50% employer match about $147,554 at 4% or $98,369 at 6%; with 100% employer match about $110,666 at 4% or $73,777 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-12$1,083,311$106,239$8,853iApproximate average salary by contribution assumption: employee only about $221,331 at 4% or $147,554 at 6%; with 50% employer match about $147,554 at 4% or $98,369 at 6%; with 100% employer match about $110,666 at 4% or $73,777 at 6%.
2010111$981,568$117,696$10,700iApproximate average salary by contribution assumption: employee only about $267,491 at 4% or $178,327 at 6%; with 50% employer match about $178,327 at 4% or $118,885 at 6%; with 100% employer match about $133,745 at 4% or $89,164 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-11$981,568$117,696$10,700iApproximate average salary by contribution assumption: employee only about $267,491 at 4% or $178,327 at 6%; with 50% employer match about $178,327 at 4% or $118,885 at 6%; with 100% employer match about $133,745 at 4% or $89,164 at 6%.
2009110$769,424$109,257$10,926iApproximate average salary by contribution assumption: employee only about $273,143 at 4% or $182,095 at 6%; with 50% employer match about $182,095 at 4% or $121,397 at 6%; with 100% employer match about $136,571 at 4% or $91,048 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-10$769,424$109,257$10,926iApproximate average salary by contribution assumption: employee only about $273,143 at 4% or $182,095 at 6%; with 50% employer match about $182,095 at 4% or $121,397 at 6%; with 100% employer match about $136,571 at 4% or $91,048 at 6%.
200817$509,356$66,428$9,490iApproximate average salary by contribution assumption: employee only about $237,243 at 4% or $158,162 at 6%; with 50% employer match about $158,162 at 4% or $105,441 at 6%; with 100% employer match about $118,621 at 4% or $79,081 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-7$509,356$66,428$9,490iApproximate average salary by contribution assumption: employee only about $237,243 at 4% or $158,162 at 6%; with 50% employer match about $158,162 at 4% or $105,441 at 6%; with 100% employer match about $118,621 at 4% or $79,081 at 6%.
200719$0$0-
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-9---
2006111$564,239$104,666$9,515iApproximate average salary by contribution assumption: employee only about $237,877 at 4% or $158,585 at 6%; with 50% employer match about $158,585 at 4% or $105,723 at 6%; with 100% employer match about $118,939 at 4% or $79,292 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-11$564,239$104,666$9,515iApproximate average salary by contribution assumption: employee only about $237,877 at 4% or $158,585 at 6%; with 50% employer match about $158,585 at 4% or $105,723 at 6%; with 100% employer match about $118,939 at 4% or $79,292 at 6%.
2005111$405,465$91,066$8,279iApproximate average salary by contribution assumption: employee only about $206,968 at 4% or $137,979 at 6%; with 50% employer match about $137,979 at 4% or $91,986 at 6%; with 100% employer match about $103,484 at 4% or $68,989 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-11$405,465$91,066$8,279iApproximate average salary by contribution assumption: employee only about $206,968 at 4% or $137,979 at 6%; with 50% employer match about $137,979 at 4% or $91,986 at 6%; with 100% employer match about $103,484 at 4% or $68,989 at 6%.
200418$311,583$59,000$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-8$311,583$59,000$7,375iApproximate average salary by contribution assumption: employee only about $184,375 at 4% or $122,917 at 6%; with 50% employer match about $122,917 at 4% or $81,944 at 6%; with 100% employer match about $92,188 at 4% or $61,458 at 6%.
200317$226,449$55,862$7,980iApproximate average salary by contribution assumption: employee only about $199,507 at 4% or $133,005 at 6%; with 50% employer match about $133,005 at 4% or $88,670 at 6%; with 100% employer match about $99,754 at 4% or $66,502 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-7$226,449$55,862$7,980iApproximate average salary by contribution assumption: employee only about $199,507 at 4% or $133,005 at 6%; with 50% employer match about $133,005 at 4% or $88,670 at 6%; with 100% employer match about $99,754 at 4% or $66,502 at 6%.
200216$163,240$56,486$9,414iApproximate average salary by contribution assumption: employee only about $235,358 at 4% or $156,906 at 6%; with 50% employer match about $156,906 at 4% or $104,604 at 6%; with 100% employer match about $117,679 at 4% or $78,453 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-6$163,240$56,486$9,414iApproximate average salary by contribution assumption: employee only about $235,358 at 4% or $156,906 at 6%; with 50% employer match about $156,906 at 4% or $104,604 at 6%; with 100% employer match about $117,679 at 4% or $78,453 at 6%.
200117$0$0-
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-7---
200017$96,571$42,372$6,053iApproximate average salary by contribution assumption: employee only about $151,329 at 4% or $100,886 at 6%; with 50% employer match about $100,886 at 4% or $67,257 at 6%; with 100% employer match about $75,664 at 4% or $50,443 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-7$96,571$42,372$6,053iApproximate average salary by contribution assumption: employee only about $151,329 at 4% or $100,886 at 6%; with 50% employer match about $100,886 at 4% or $67,257 at 6%; with 100% employer match about $75,664 at 4% or $50,443 at 6%.
199914$62,979$36,375$9,094iApproximate average salary by contribution assumption: employee only about $227,344 at 4% or $151,563 at 6%; with 50% employer match about $151,563 at 4% or $101,042 at 6%; with 100% employer match about $113,672 at 4% or $75,781 at 6%.
Shepard Insurance Group Inc. Profit Sharing 401(K) Plan-4$62,979$36,375$9,094iApproximate average salary by contribution assumption: employee only about $227,344 at 4% or $151,563 at 6%; with 50% employer match about $151,563 at 4% or $101,042 at 6%; with 100% employer match about $113,672 at 4% or $75,781 at 6%.