Civic Intelligence

Randy Shepard & Associates Inc.

Plan context: Randy Shepard & Associates Inc. 401(K) Retirement Plan

EIN 16-1389414 • Buffalo, NY • 23 filings • 5 plans

PO Box 1169Buffalo, NY 14240-1169
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,966,199

2024 Contributions

$131,715

Historical Graphs

Total Assets Over Time

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

$3,966,199$1,983,100$0200220132024YearValue
$3,966,199Latest year 2024

Participants Over Time

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

20100200220132024YearValue
12Latest 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
2024112$3,966,199$131,715$10,976iApproximate average salary by contribution assumption: employee only about $274,406 at 4% or $182,938 at 6%; with 50% employer match about $182,938 at 4% or $121,958 at 6%; with 100% employer match about $137,203 at 4% or $91,469 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-12$3,966,199$131,715$10,976iApproximate average salary by contribution assumption: employee only about $274,406 at 4% or $182,938 at 6%; with 50% employer match about $182,938 at 4% or $121,958 at 6%; with 100% employer match about $137,203 at 4% or $91,469 at 6%.
2023112$3,368,462$126,532$10,544iApproximate average salary by contribution assumption: employee only about $263,608 at 4% or $175,739 at 6%; with 50% employer match about $175,739 at 4% or $117,159 at 6%; with 100% employer match about $131,804 at 4% or $87,869 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-12$3,368,462$126,532$10,544iApproximate average salary by contribution assumption: employee only about $263,608 at 4% or $175,739 at 6%; with 50% employer match about $175,739 at 4% or $117,159 at 6%; with 100% employer match about $131,804 at 4% or $87,869 at 6%.
2022113$2,816,096$126,299$9,715iApproximate average salary by contribution assumption: employee only about $242,883 at 4% or $161,922 at 6%; with 50% employer match about $161,922 at 4% or $107,948 at 6%; with 100% employer match about $121,441 at 4% or $80,961 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-13$2,816,096$126,299$9,715iApproximate average salary by contribution assumption: employee only about $242,883 at 4% or $161,922 at 6%; with 50% employer match about $161,922 at 4% or $107,948 at 6%; with 100% employer match about $121,441 at 4% or $80,961 at 6%.
2021112$3,393,323$125,435$10,453iApproximate average salary by contribution assumption: employee only about $261,323 at 4% or $174,215 at 6%; with 50% employer match about $174,215 at 4% or $116,144 at 6%; with 100% employer match about $130,661 at 4% or $87,108 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-12$3,393,323$125,435$10,453iApproximate average salary by contribution assumption: employee only about $261,323 at 4% or $174,215 at 6%; with 50% employer match about $174,215 at 4% or $116,144 at 6%; with 100% employer match about $130,661 at 4% or $87,108 at 6%.
2020114$2,873,987$131,247$9,375iApproximate average salary by contribution assumption: employee only about $234,370 at 4% or $156,246 at 6%; with 50% employer match about $156,246 at 4% or $104,164 at 6%; with 100% employer match about $117,185 at 4% or $78,123 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-14$2,873,987$131,247$9,375iApproximate average salary by contribution assumption: employee only about $234,370 at 4% or $156,246 at 6%; with 50% employer match about $156,246 at 4% or $104,164 at 6%; with 100% employer match about $117,185 at 4% or $78,123 at 6%.
2019117$2,275,988$137,488$8,088iApproximate average salary by contribution assumption: employee only about $202,188 at 4% or $134,792 at 6%; with 50% employer match about $134,792 at 4% or $89,861 at 6%; with 100% employer match about $101,094 at 4% or $67,396 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-17$2,275,988$137,488$8,088iApproximate average salary by contribution assumption: employee only about $202,188 at 4% or $134,792 at 6%; with 50% employer match about $134,792 at 4% or $89,861 at 6%; with 100% employer match about $101,094 at 4% or $67,396 at 6%.
2018118$1,732,228$135,801$7,545iApproximate average salary by contribution assumption: employee only about $188,613 at 4% or $125,742 at 6%; with 50% employer match about $125,742 at 4% or $83,828 at 6%; with 100% employer match about $94,306 at 4% or $62,871 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-18$1,732,228$135,801$7,545iApproximate average salary by contribution assumption: employee only about $188,613 at 4% or $125,742 at 6%; with 50% employer match about $125,742 at 4% or $83,828 at 6%; with 100% employer match about $94,306 at 4% or $62,871 at 6%.
2017113$1,806,917$117,455$9,035iApproximate average salary by contribution assumption: employee only about $225,875 at 4% or $150,583 at 6%; with 50% employer match about $150,583 at 4% or $100,389 at 6%; with 100% employer match about $112,938 at 4% or $75,292 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-13$1,806,917$117,455$9,035iApproximate average salary by contribution assumption: employee only about $225,875 at 4% or $150,583 at 6%; with 50% employer match about $150,583 at 4% or $100,389 at 6%; with 100% employer match about $112,938 at 4% or $75,292 at 6%.
2016113$1,421,551$125,550$9,658iApproximate average salary by contribution assumption: employee only about $241,442 at 4% or $160,962 at 6%; with 50% employer match about $160,962 at 4% or $107,308 at 6%; with 100% employer match about $120,721 at 4% or $80,481 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-13$1,421,551$125,550$9,658iApproximate average salary by contribution assumption: employee only about $241,442 at 4% or $160,962 at 6%; with 50% employer match about $160,962 at 4% or $107,308 at 6%; with 100% employer match about $120,721 at 4% or $80,481 at 6%.
2015114$1,484,796$119,387$8,528iApproximate average salary by contribution assumption: employee only about $213,191 at 4% or $142,127 at 6%; with 50% employer match about $142,127 at 4% or $94,752 at 6%; with 100% employer match about $106,596 at 4% or $71,064 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-14$1,484,796$119,387$8,528iApproximate average salary by contribution assumption: employee only about $213,191 at 4% or $142,127 at 6%; with 50% employer match about $142,127 at 4% or $94,752 at 6%; with 100% employer match about $106,596 at 4% or $71,064 at 6%.
2014115$1,374,771$121,066$8,071iApproximate average salary by contribution assumption: employee only about $201,777 at 4% or $134,518 at 6%; with 50% employer match about $134,518 at 4% or $89,679 at 6%; with 100% employer match about $100,888 at 4% or $67,259 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-15$1,374,771$121,066$8,071iApproximate average salary by contribution assumption: employee only about $201,777 at 4% or $134,518 at 6%; with 50% employer match about $134,518 at 4% or $89,679 at 6%; with 100% employer match about $100,888 at 4% or $67,259 at 6%.
2013114$1,241,929$116,961$8,354iApproximate average salary by contribution assumption: employee only about $208,859 at 4% or $139,239 at 6%; with 50% employer match about $139,239 at 4% or $92,826 at 6%; with 100% employer match about $104,429 at 4% or $69,620 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-14$1,241,929$116,961$8,354iApproximate average salary by contribution assumption: employee only about $208,859 at 4% or $139,239 at 6%; with 50% employer match about $139,239 at 4% or $92,826 at 6%; with 100% employer match about $104,429 at 4% or $69,620 at 6%.
2012113$971,895$106,431$8,187iApproximate average salary by contribution assumption: employee only about $204,675 at 4% or $136,450 at 6%; with 50% employer match about $136,450 at 4% or $90,967 at 6%; with 100% employer match about $102,338 at 4% or $68,225 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-13$971,895$106,431$8,187iApproximate average salary by contribution assumption: employee only about $204,675 at 4% or $136,450 at 6%; with 50% employer match about $136,450 at 4% or $90,967 at 6%; with 100% employer match about $102,338 at 4% or $68,225 at 6%.
2011114$773,747$112,478$8,034iApproximate average salary by contribution assumption: employee only about $200,854 at 4% or $133,902 at 6%; with 50% employer match about $133,902 at 4% or $89,268 at 6%; with 100% employer match about $100,427 at 4% or $66,951 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-14$773,747$112,478$8,034iApproximate average salary by contribution assumption: employee only about $200,854 at 4% or $133,902 at 6%; with 50% employer match about $133,902 at 4% or $89,268 at 6%; with 100% employer match about $100,427 at 4% or $66,951 at 6%.
2010115$749,856$107,134$7,142iApproximate average salary by contribution assumption: employee only about $178,557 at 4% or $119,038 at 6%; with 50% employer match about $119,038 at 4% or $79,359 at 6%; with 100% employer match about $89,278 at 4% or $59,519 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-15$749,856$107,134$7,142iApproximate average salary by contribution assumption: employee only about $178,557 at 4% or $119,038 at 6%; with 50% employer match about $119,038 at 4% or $79,359 at 6%; with 100% employer match about $89,278 at 4% or $59,519 at 6%.
2009117$584,086$151,349$8,903iApproximate average salary by contribution assumption: employee only about $222,572 at 4% or $148,381 at 6%; with 50% employer match about $148,381 at 4% or $98,921 at 6%; with 100% employer match about $111,286 at 4% or $74,191 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-17$584,086$151,349$8,903iApproximate average salary by contribution assumption: employee only about $222,572 at 4% or $148,381 at 6%; with 50% employer match about $148,381 at 4% or $98,921 at 6%; with 100% employer match about $111,286 at 4% or $74,191 at 6%.
2008118$432,184$130,885$7,271iApproximate average salary by contribution assumption: employee only about $181,785 at 4% or $121,190 at 6%; with 50% employer match about $121,190 at 4% or $80,793 at 6%; with 100% employer match about $90,892 at 4% or $60,595 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-18$432,184$130,885$7,271iApproximate average salary by contribution assumption: employee only about $181,785 at 4% or $121,190 at 6%; with 50% employer match about $121,190 at 4% or $80,793 at 6%; with 100% employer match about $90,892 at 4% or $60,595 at 6%.
2007120$618,672$129,617$6,481iApproximate average salary by contribution assumption: employee only about $162,021 at 4% or $108,014 at 6%; with 50% employer match about $108,014 at 4% or $72,009 at 6%; with 100% employer match about $81,011 at 4% or $54,007 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-20$618,672$129,617$6,481iApproximate average salary by contribution assumption: employee only about $162,021 at 4% or $108,014 at 6%; with 50% employer match about $108,014 at 4% or $72,009 at 6%; with 100% employer match about $81,011 at 4% or $54,007 at 6%.
2006117$545,357$108,514$6,383iApproximate average salary by contribution assumption: employee only about $159,579 at 4% or $106,386 at 6%; with 50% employer match about $106,386 at 4% or $70,924 at 6%; with 100% employer match about $79,790 at 4% or $53,193 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-17$545,357$108,514$6,383iApproximate average salary by contribution assumption: employee only about $159,579 at 4% or $106,386 at 6%; with 50% employer match about $106,386 at 4% or $70,924 at 6%; with 100% employer match about $79,790 at 4% or $53,193 at 6%.
2005119$397,378$100,981$5,315iApproximate average salary by contribution assumption: employee only about $132,870 at 4% or $88,580 at 6%; with 50% employer match about $88,580 at 4% or $59,053 at 6%; with 100% employer match about $66,435 at 4% or $44,290 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-19$397,378$100,981$5,315iApproximate average salary by contribution assumption: employee only about $132,870 at 4% or $88,580 at 6%; with 50% employer match about $88,580 at 4% or $59,053 at 6%; with 100% employer match about $66,435 at 4% or $44,290 at 6%.
2004120$269,016$93,160$4,658iApproximate average salary by contribution assumption: employee only about $116,450 at 4% or $77,633 at 6%; with 50% employer match about $77,633 at 4% or $51,756 at 6%; with 100% employer match about $58,225 at 4% or $38,817 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-20$269,016$93,160$4,658iApproximate average salary by contribution assumption: employee only about $116,450 at 4% or $77,633 at 6%; with 50% employer match about $77,633 at 4% or $51,756 at 6%; with 100% employer match about $58,225 at 4% or $38,817 at 6%.
2003119$151,333$73,428$3,865iApproximate average salary by contribution assumption: employee only about $96,616 at 4% or $64,411 at 6%; with 50% employer match about $64,411 at 4% or $42,940 at 6%; with 100% employer match about $48,308 at 4% or $32,205 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-19$151,333$73,428$3,865iApproximate average salary by contribution assumption: employee only about $96,616 at 4% or $64,411 at 6%; with 50% employer match about $64,411 at 4% or $42,940 at 6%; with 100% employer match about $48,308 at 4% or $32,205 at 6%.
2002116$51,878$61,091$3,818iApproximate average salary by contribution assumption: employee only about $95,455 at 4% or $63,636 at 6%; with 50% employer match about $63,636 at 4% or $42,424 at 6%; with 100% employer match about $47,727 at 4% or $31,818 at 6%.
Randy Shepard & Associates Inc. 401(K) Retirement Plan-16$51,878$61,091$3,818iApproximate average salary by contribution assumption: employee only about $95,455 at 4% or $63,636 at 6%; with 50% employer match about $63,636 at 4% or $42,424 at 6%; with 100% employer match about $47,727 at 4% or $31,818 at 6%.