Civic Intelligence

Shepardson Insurance Services Inc.

Plan context: Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust

EIN 20-0598919 • Modesto, CA • 22 filings • 3 plans

7000 Hye Park DriveModesto, CA 95356
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$455,100

2025 Contributions

$4,278

Historical Graphs

Total Assets Over Time

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

$1,837,191$918,596$0200420152024YearValue
$455,100Latest year 2024

Participants Over Time

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

320200420142024YearValue
2Latest 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-
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-0$0--
202412$455,100$4,278$2,139iApproximate average salary by contribution assumption: employee only about $53,475 at 4% or $35,650 at 6%; with 50% employer match about $35,650 at 4% or $23,767 at 6%; with 100% employer match about $26,738 at 4% or $17,825 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$455,100$4,278$2,139iApproximate average salary by contribution assumption: employee only about $53,475 at 4% or $35,650 at 6%; with 50% employer match about $35,650 at 4% or $23,767 at 6%; with 100% employer match about $26,738 at 4% or $17,825 at 6%.
202312$389,632$4,148$2,074iApproximate average salary by contribution assumption: employee only about $51,850 at 4% or $34,567 at 6%; with 50% employer match about $34,567 at 4% or $23,044 at 6%; with 100% employer match about $25,925 at 4% or $17,283 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$389,632$4,148$2,074iApproximate average salary by contribution assumption: employee only about $51,850 at 4% or $34,567 at 6%; with 50% employer match about $34,567 at 4% or $23,044 at 6%; with 100% employer match about $25,925 at 4% or $17,283 at 6%.
202212$319,708$4,518$2,259iApproximate average salary by contribution assumption: employee only about $56,475 at 4% or $37,650 at 6%; with 50% employer match about $37,650 at 4% or $25,100 at 6%; with 100% employer match about $28,238 at 4% or $18,825 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$319,708$4,518$2,259iApproximate average salary by contribution assumption: employee only about $56,475 at 4% or $37,650 at 6%; with 50% employer match about $37,650 at 4% or $25,100 at 6%; with 100% employer match about $28,238 at 4% or $18,825 at 6%.
202112$399,514$4,628$2,314iApproximate average salary by contribution assumption: employee only about $57,850 at 4% or $38,567 at 6%; with 50% employer match about $38,567 at 4% or $25,711 at 6%; with 100% employer match about $28,925 at 4% or $19,283 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$399,514$4,628$2,314iApproximate average salary by contribution assumption: employee only about $57,850 at 4% or $38,567 at 6%; with 50% employer match about $38,567 at 4% or $25,711 at 6%; with 100% employer match about $28,925 at 4% or $19,283 at 6%.
202012$341,092$4,908$2,454iApproximate average salary by contribution assumption: employee only about $61,350 at 4% or $40,900 at 6%; with 50% employer match about $40,900 at 4% or $27,267 at 6%; with 100% employer match about $30,675 at 4% or $20,450 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$341,092$4,908$2,454iApproximate average salary by contribution assumption: employee only about $61,350 at 4% or $40,900 at 6%; with 50% employer match about $40,900 at 4% or $27,267 at 6%; with 100% employer match about $30,675 at 4% or $20,450 at 6%.
201912$1,837,191$4,836$2,418iApproximate average salary by contribution assumption: employee only about $60,450 at 4% or $40,300 at 6%; with 50% employer match about $40,300 at 4% or $26,867 at 6%; with 100% employer match about $30,225 at 4% or $20,150 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$1,837,191$4,836$2,418iApproximate average salary by contribution assumption: employee only about $60,450 at 4% or $40,300 at 6%; with 50% employer match about $40,300 at 4% or $26,867 at 6%; with 100% employer match about $30,225 at 4% or $20,150 at 6%.
201812$1,498,493$4,744$2,372iApproximate average salary by contribution assumption: employee only about $59,300 at 4% or $39,533 at 6%; with 50% employer match about $39,533 at 4% or $26,356 at 6%; with 100% employer match about $29,650 at 4% or $19,767 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$1,498,493$4,744$2,372iApproximate average salary by contribution assumption: employee only about $59,300 at 4% or $39,533 at 6%; with 50% employer match about $39,533 at 4% or $26,356 at 6%; with 100% employer match about $29,650 at 4% or $19,767 at 6%.
201712$1,603,374$4,704$2,352iApproximate average salary by contribution assumption: employee only about $58,800 at 4% or $39,200 at 6%; with 50% employer match about $39,200 at 4% or $26,133 at 6%; with 100% employer match about $29,400 at 4% or $19,600 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$1,603,374$4,704$2,352iApproximate average salary by contribution assumption: employee only about $58,800 at 4% or $39,200 at 6%; with 50% employer match about $39,200 at 4% or $26,133 at 6%; with 100% employer match about $29,400 at 4% or $19,600 at 6%.
201612$1,339,169$4,692$2,346iApproximate average salary by contribution assumption: employee only about $58,650 at 4% or $39,100 at 6%; with 50% employer match about $39,100 at 4% or $26,067 at 6%; with 100% employer match about $29,325 at 4% or $19,550 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$1,339,169$4,692$2,346iApproximate average salary by contribution assumption: employee only about $58,650 at 4% or $39,100 at 6%; with 50% employer match about $39,100 at 4% or $26,067 at 6%; with 100% employer match about $29,325 at 4% or $19,550 at 6%.
201512$1,246,882$54,780$27,390iApproximate average salary by contribution assumption: employee only about $684,750 at 4% or $456,500 at 6%; with 50% employer match about $456,500 at 4% or $304,333 at 6%; with 100% employer match about $342,375 at 4% or $228,250 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$1,246,882$54,780$27,390iApproximate average salary by contribution assumption: employee only about $684,750 at 4% or $456,500 at 6%; with 50% employer match about $456,500 at 4% or $304,333 at 6%; with 100% employer match about $342,375 at 4% or $228,250 at 6%.
201412$1,231,528$63,655$31,828iApproximate average salary by contribution assumption: employee only about $795,688 at 4% or $530,458 at 6%; with 50% employer match about $530,458 at 4% or $353,639 at 6%; with 100% employer match about $397,844 at 4% or $265,229 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$1,231,528$63,655$31,828iApproximate average salary by contribution assumption: employee only about $795,688 at 4% or $530,458 at 6%; with 50% employer match about $530,458 at 4% or $353,639 at 6%; with 100% employer match about $397,844 at 4% or $265,229 at 6%.
201312$1,112,246$33,685$16,843iApproximate average salary by contribution assumption: employee only about $421,063 at 4% or $280,708 at 6%; with 50% employer match about $280,708 at 4% or $187,139 at 6%; with 100% employer match about $210,531 at 4% or $140,354 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$1,112,246$33,685$16,843iApproximate average salary by contribution assumption: employee only about $421,063 at 4% or $280,708 at 6%; with 50% employer match about $280,708 at 4% or $187,139 at 6%; with 100% employer match about $210,531 at 4% or $140,354 at 6%.
201212$882,832$61,032$30,516iApproximate average salary by contribution assumption: employee only about $762,900 at 4% or $508,600 at 6%; with 50% employer match about $508,600 at 4% or $339,067 at 6%; with 100% employer match about $381,450 at 4% or $254,300 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$882,832$61,032$30,516iApproximate average salary by contribution assumption: employee only about $762,900 at 4% or $508,600 at 6%; with 50% employer match about $508,600 at 4% or $339,067 at 6%; with 100% employer match about $381,450 at 4% or $254,300 at 6%.
201112$698,898$58,853$29,427iApproximate average salary by contribution assumption: employee only about $735,663 at 4% or $490,442 at 6%; with 50% employer match about $490,442 at 4% or $326,961 at 6%; with 100% employer match about $367,831 at 4% or $245,221 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$698,898$58,853$29,427iApproximate average salary by contribution assumption: employee only about $735,663 at 4% or $490,442 at 6%; with 50% employer match about $490,442 at 4% or $326,961 at 6%; with 100% employer match about $367,831 at 4% or $245,221 at 6%.
201013$687,047$58,811$19,604iApproximate average salary by contribution assumption: employee only about $490,092 at 4% or $326,728 at 6%; with 50% employer match about $326,728 at 4% or $217,819 at 6%; with 100% employer match about $245,046 at 4% or $163,364 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-3$687,047$58,811$19,604iApproximate average salary by contribution assumption: employee only about $490,092 at 4% or $326,728 at 6%; with 50% employer match about $326,728 at 4% or $217,819 at 6%; with 100% employer match about $245,046 at 4% or $163,364 at 6%.
200913$560,592$59,633$19,878iApproximate average salary by contribution assumption: employee only about $496,942 at 4% or $331,294 at 6%; with 50% employer match about $331,294 at 4% or $220,863 at 6%; with 100% employer match about $248,471 at 4% or $165,647 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-3$560,592$59,633$19,878iApproximate average salary by contribution assumption: employee only about $496,942 at 4% or $331,294 at 6%; with 50% employer match about $331,294 at 4% or $220,863 at 6%; with 100% employer match about $248,471 at 4% or $165,647 at 6%.
200812$378,584$53,044$26,522iApproximate average salary by contribution assumption: employee only about $663,050 at 4% or $442,033 at 6%; with 50% employer match about $442,033 at 4% or $294,689 at 6%; with 100% employer match about $331,525 at 4% or $221,017 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$378,584$53,044$26,522iApproximate average salary by contribution assumption: employee only about $663,050 at 4% or $442,033 at 6%; with 50% employer match about $442,033 at 4% or $294,689 at 6%; with 100% employer match about $331,525 at 4% or $221,017 at 6%.
200712$0$0-
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2---
200613$430,201$48,671$16,224iApproximate average salary by contribution assumption: employee only about $405,592 at 4% or $270,394 at 6%; with 50% employer match about $270,394 at 4% or $180,263 at 6%; with 100% employer match about $202,796 at 4% or $135,197 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-3$430,201$48,671$16,224iApproximate average salary by contribution assumption: employee only about $405,592 at 4% or $270,394 at 6%; with 50% employer match about $270,394 at 4% or $180,263 at 6%; with 100% employer match about $202,796 at 4% or $135,197 at 6%.
200513$339,266$47,149$15,716iApproximate average salary by contribution assumption: employee only about $392,908 at 4% or $261,939 at 6%; with 50% employer match about $261,939 at 4% or $174,626 at 6%; with 100% employer match about $196,454 at 4% or $130,969 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-3$339,266$47,149$15,716iApproximate average salary by contribution assumption: employee only about $392,908 at 4% or $261,939 at 6%; with 50% employer match about $261,939 at 4% or $174,626 at 6%; with 100% employer match about $196,454 at 4% or $130,969 at 6%.
200412$260,554$42,478$21,239iApproximate average salary by contribution assumption: employee only about $530,975 at 4% or $353,983 at 6%; with 50% employer match about $353,983 at 4% or $235,989 at 6%; with 100% employer match about $265,488 at 4% or $176,992 at 6%.
Keith Shepardson Insurance Services Inc. 401(K) Profit Sharing Plan and Trust-2$260,554$42,478$21,239iApproximate average salary by contribution assumption: employee only about $530,975 at 4% or $353,983 at 6%; with 50% employer match about $353,983 at 4% or $235,989 at 6%; with 100% employer match about $265,488 at 4% or $176,992 at 6%.