Civic Intelligence

Shepard Brothers Inc.

Plan context: Shepard Brothers Inc. Savings and Retirement Plan

EIN 16-1147478 • Canandaigua, NY • 24 filings • 1 plans

20 Eastern Blvd.Canandaigua, NY 14424-2219
Current Snapshot

Latest Year

2023

2023 Participants

42

2023 Assets

$7,214,674

2023 Contributions

$279,271

Historical Graphs

Total Assets Over Time

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

$10,011,410$5,005,705$0200020112022YearValue
$7,214,674Latest year 2022

Participants Over Time

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

70350200020112022YearValue
42Latest year 2022

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
202310$0$0-
Shepard Brothers Inc. Savings and Retirement Plan-0$0$0-
2022142$7,214,674$279,271$6,649iApproximate average salary by contribution assumption: employee only about $166,233 at 4% or $110,822 at 6%; with 50% employer match about $110,822 at 4% or $73,881 at 6%; with 100% employer match about $83,116 at 4% or $55,411 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-42$7,214,674$279,271$6,649iApproximate average salary by contribution assumption: employee only about $166,233 at 4% or $110,822 at 6%; with 50% employer match about $110,822 at 4% or $73,881 at 6%; with 100% employer match about $83,116 at 4% or $55,411 at 6%.
2021145$10,011,410$433,124$9,625iApproximate average salary by contribution assumption: employee only about $240,624 at 4% or $160,416 at 6%; with 50% employer match about $160,416 at 4% or $106,944 at 6%; with 100% employer match about $120,312 at 4% or $80,208 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-45$10,011,410$433,124$9,625iApproximate average salary by contribution assumption: employee only about $240,624 at 4% or $160,416 at 6%; with 50% employer match about $160,416 at 4% or $106,944 at 6%; with 100% employer match about $120,312 at 4% or $80,208 at 6%.
2020147$8,509,733$407,110$8,662iApproximate average salary by contribution assumption: employee only about $216,548 at 4% or $144,365 at 6%; with 50% employer match about $144,365 at 4% or $96,243 at 6%; with 100% employer match about $108,274 at 4% or $72,183 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-47$8,509,733$407,110$8,662iApproximate average salary by contribution assumption: employee only about $216,548 at 4% or $144,365 at 6%; with 50% employer match about $144,365 at 4% or $96,243 at 6%; with 100% employer match about $108,274 at 4% or $72,183 at 6%.
2019149$8,643,594$398,847$8,140iApproximate average salary by contribution assumption: employee only about $203,493 at 4% or $135,662 at 6%; with 50% employer match about $135,662 at 4% or $90,441 at 6%; with 100% employer match about $101,747 at 4% or $67,831 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-49$8,643,594$398,847$8,140iApproximate average salary by contribution assumption: employee only about $203,493 at 4% or $135,662 at 6%; with 50% employer match about $135,662 at 4% or $90,441 at 6%; with 100% employer match about $101,747 at 4% or $67,831 at 6%.
2018151$7,326,491$406,849$7,977iApproximate average salary by contribution assumption: employee only about $199,436 at 4% or $132,957 at 6%; with 50% employer match about $132,957 at 4% or $88,638 at 6%; with 100% employer match about $99,718 at 4% or $66,479 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-51$7,326,491$406,849$7,977iApproximate average salary by contribution assumption: employee only about $199,436 at 4% or $132,957 at 6%; with 50% employer match about $132,957 at 4% or $88,638 at 6%; with 100% employer match about $99,718 at 4% or $66,479 at 6%.
2017153$8,747,981$387,178$7,305iApproximate average salary by contribution assumption: employee only about $182,631 at 4% or $121,754 at 6%; with 50% employer match about $121,754 at 4% or $81,169 at 6%; with 100% employer match about $91,316 at 4% or $60,877 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-53$8,747,981$387,178$7,305iApproximate average salary by contribution assumption: employee only about $182,631 at 4% or $121,754 at 6%; with 50% employer match about $121,754 at 4% or $81,169 at 6%; with 100% employer match about $91,316 at 4% or $60,877 at 6%.
2016154$7,473,898$386,833$7,164iApproximate average salary by contribution assumption: employee only about $179,089 at 4% or $119,393 at 6%; with 50% employer match about $119,393 at 4% or $79,595 at 6%; with 100% employer match about $89,545 at 4% or $59,696 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-54$7,473,898$386,833$7,164iApproximate average salary by contribution assumption: employee only about $179,089 at 4% or $119,393 at 6%; with 50% employer match about $119,393 at 4% or $79,595 at 6%; with 100% employer match about $89,545 at 4% or $59,696 at 6%.
2015160$6,851,336$385,829$6,430iApproximate average salary by contribution assumption: employee only about $160,762 at 4% or $107,175 at 6%; with 50% employer match about $107,175 at 4% or $71,450 at 6%; with 100% employer match about $80,381 at 4% or $53,587 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-60$6,851,336$385,829$6,430iApproximate average salary by contribution assumption: employee only about $160,762 at 4% or $107,175 at 6%; with 50% employer match about $107,175 at 4% or $71,450 at 6%; with 100% employer match about $80,381 at 4% or $53,587 at 6%.
2014159$6,751,036$365,926$6,202iApproximate average salary by contribution assumption: employee only about $155,053 at 4% or $103,369 at 6%; with 50% employer match about $103,369 at 4% or $68,913 at 6%; with 100% employer match about $77,527 at 4% or $51,684 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-59$6,751,036$365,926$6,202iApproximate average salary by contribution assumption: employee only about $155,053 at 4% or $103,369 at 6%; with 50% employer match about $103,369 at 4% or $68,913 at 6%; with 100% employer match about $77,527 at 4% or $51,684 at 6%.
2013167$6,678,575$305,430$4,559iApproximate average salary by contribution assumption: employee only about $113,966 at 4% or $75,978 at 6%; with 50% employer match about $75,978 at 4% or $50,652 at 6%; with 100% employer match about $56,983 at 4% or $37,989 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-67$6,678,575$305,430$4,559iApproximate average salary by contribution assumption: employee only about $113,966 at 4% or $75,978 at 6%; with 50% employer match about $75,978 at 4% or $50,652 at 6%; with 100% employer match about $56,983 at 4% or $37,989 at 6%.
2012169$6,294,001$335,993$4,869iApproximate average salary by contribution assumption: employee only about $121,737 at 4% or $81,158 at 6%; with 50% employer match about $81,158 at 4% or $54,105 at 6%; with 100% employer match about $60,868 at 4% or $40,579 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-69$6,294,001$335,993$4,869iApproximate average salary by contribution assumption: employee only about $121,737 at 4% or $81,158 at 6%; with 50% employer match about $81,158 at 4% or $54,105 at 6%; with 100% employer match about $60,868 at 4% or $40,579 at 6%.
2011170$5,476,670$341,451$4,878iApproximate average salary by contribution assumption: employee only about $121,947 at 4% or $81,298 at 6%; with 50% employer match about $81,298 at 4% or $54,199 at 6%; with 100% employer match about $60,973 at 4% or $40,649 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-70$5,476,670$341,451$4,878iApproximate average salary by contribution assumption: employee only about $121,947 at 4% or $81,298 at 6%; with 50% employer match about $81,298 at 4% or $54,199 at 6%; with 100% employer match about $60,973 at 4% or $40,649 at 6%.
2010169$5,595,674$338,138$4,901iApproximate average salary by contribution assumption: employee only about $122,514 at 4% or $81,676 at 6%; with 50% employer match about $81,676 at 4% or $54,451 at 6%; with 100% employer match about $61,257 at 4% or $40,838 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-69$5,595,674$338,138$4,901iApproximate average salary by contribution assumption: employee only about $122,514 at 4% or $81,676 at 6%; with 50% employer match about $81,676 at 4% or $54,451 at 6%; with 100% employer match about $61,257 at 4% or $40,838 at 6%.
2009163$4,825,850$304,225$4,829iApproximate average salary by contribution assumption: employee only about $120,724 at 4% or $80,483 at 6%; with 50% employer match about $80,483 at 4% or $53,655 at 6%; with 100% employer match about $60,362 at 4% or $40,241 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-63$4,825,850$304,225$4,829iApproximate average salary by contribution assumption: employee only about $120,724 at 4% or $80,483 at 6%; with 50% employer match about $80,483 at 4% or $53,655 at 6%; with 100% employer match about $60,362 at 4% or $40,241 at 6%.
2008145$4,174,544$307,250$6,828iApproximate average salary by contribution assumption: employee only about $170,694 at 4% or $113,796 at 6%; with 50% employer match about $113,796 at 4% or $75,864 at 6%; with 100% employer match about $85,347 at 4% or $56,898 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-45$4,174,544$307,250$6,828iApproximate average salary by contribution assumption: employee only about $170,694 at 4% or $113,796 at 6%; with 50% employer match about $113,796 at 4% or $75,864 at 6%; with 100% employer match about $85,347 at 4% or $56,898 at 6%.
2007146$4,514,537$339,882$7,389iApproximate average salary by contribution assumption: employee only about $184,718 at 4% or $123,146 at 6%; with 50% employer match about $123,146 at 4% or $82,097 at 6%; with 100% employer match about $92,359 at 4% or $61,573 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-46$4,514,537$339,882$7,389iApproximate average salary by contribution assumption: employee only about $184,718 at 4% or $123,146 at 6%; with 50% employer match about $123,146 at 4% or $82,097 at 6%; with 100% employer match about $92,359 at 4% or $61,573 at 6%.
2006150$4,162,420$329,795$6,596iApproximate average salary by contribution assumption: employee only about $164,898 at 4% or $109,932 at 6%; with 50% employer match about $109,932 at 4% or $73,288 at 6%; with 100% employer match about $82,449 at 4% or $54,966 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-50$4,162,420$329,795$6,596iApproximate average salary by contribution assumption: employee only about $164,898 at 4% or $109,932 at 6%; with 50% employer match about $109,932 at 4% or $73,288 at 6%; with 100% employer match about $82,449 at 4% or $54,966 at 6%.
2005157$3,820,713$323,636$5,678iApproximate average salary by contribution assumption: employee only about $141,946 at 4% or $94,630 at 6%; with 50% employer match about $94,630 at 4% or $63,087 at 6%; with 100% employer match about $70,973 at 4% or $47,315 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-57$3,820,713$323,636$5,678iApproximate average salary by contribution assumption: employee only about $141,946 at 4% or $94,630 at 6%; with 50% employer match about $94,630 at 4% or $63,087 at 6%; with 100% employer match about $70,973 at 4% or $47,315 at 6%.
2004156$3,496,017$326,840$5,836iApproximate average salary by contribution assumption: employee only about $145,911 at 4% or $97,274 at 6%; with 50% employer match about $97,274 at 4% or $64,849 at 6%; with 100% employer match about $72,955 at 4% or $48,637 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-56$3,496,017$326,840$5,836iApproximate average salary by contribution assumption: employee only about $145,911 at 4% or $97,274 at 6%; with 50% employer match about $97,274 at 4% or $64,849 at 6%; with 100% employer match about $72,955 at 4% or $48,637 at 6%.
2003158$3,066,213$327,405$5,645iApproximate average salary by contribution assumption: employee only about $141,123 at 4% or $94,082 at 6%; with 50% employer match about $94,082 at 4% or $62,721 at 6%; with 100% employer match about $70,561 at 4% or $47,041 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-58$3,066,213$327,405$5,645iApproximate average salary by contribution assumption: employee only about $141,123 at 4% or $94,082 at 6%; with 50% employer match about $94,082 at 4% or $62,721 at 6%; with 100% employer match about $70,561 at 4% or $47,041 at 6%.
2002152$2,486,819$293,804$5,650iApproximate average salary by contribution assumption: employee only about $141,252 at 4% or $94,168 at 6%; with 50% employer match about $94,168 at 4% or $62,779 at 6%; with 100% employer match about $70,626 at 4% or $47,084 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-52$2,486,819$293,804$5,650iApproximate average salary by contribution assumption: employee only about $141,252 at 4% or $94,168 at 6%; with 50% employer match about $94,168 at 4% or $62,779 at 6%; with 100% employer match about $70,626 at 4% or $47,084 at 6%.
2001153$2,519,662$300,612$5,672iApproximate average salary by contribution assumption: employee only about $141,798 at 4% or $94,532 at 6%; with 50% employer match about $94,532 at 4% or $63,021 at 6%; with 100% employer match about $70,899 at 4% or $47,266 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-53$2,519,662$300,612$5,672iApproximate average salary by contribution assumption: employee only about $141,798 at 4% or $94,532 at 6%; with 50% employer match about $94,532 at 4% or $63,021 at 6%; with 100% employer match about $70,899 at 4% or $47,266 at 6%.
2000149$2,489,968$262,727$5,362iApproximate average salary by contribution assumption: employee only about $134,044 at 4% or $89,363 at 6%; with 50% employer match about $89,363 at 4% or $59,575 at 6%; with 100% employer match about $67,022 at 4% or $44,681 at 6%.
Shepard Brothers Inc. Savings and Retirement Plan-49$2,489,968$262,727$5,362iApproximate average salary by contribution assumption: employee only about $134,044 at 4% or $89,363 at 6%; with 50% employer match about $89,363 at 4% or $59,575 at 6%; with 100% employer match about $67,022 at 4% or $44,681 at 6%.