Civic Intelligence

Sheldrick Mcgehee & Kohler LLC

Plan context: Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust

EIN 20-2123462 • Jacksonville, FL • 15 filings • 2 plans

4601 Touchton Rd EastBldg 300, Suite 3201Jacksonville, FL 32246-4485
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,895,734

2024 Contributions

$157,626

Historical Graphs

Total Assets Over Time

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

$2,021,038$1,010,519$0201020172024YearValue
$1,895,734Latest year 2024

Participants Over Time

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

1160201020172024YearValue
7Latest 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
202417$1,895,734$157,626$22,518iApproximate average salary by contribution assumption: employee only about $562,950 at 4% or $375,300 at 6%; with 50% employer match about $375,300 at 4% or $250,200 at 6%; with 100% employer match about $281,475 at 4% or $187,650 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-7$1,895,734$157,626$22,518iApproximate average salary by contribution assumption: employee only about $562,950 at 4% or $375,300 at 6%; with 50% employer match about $375,300 at 4% or $250,200 at 6%; with 100% employer match about $281,475 at 4% or $187,650 at 6%.
202318$1,959,093$131,341$16,418iApproximate average salary by contribution assumption: employee only about $410,441 at 4% or $273,627 at 6%; with 50% employer match about $273,627 at 4% or $182,418 at 6%; with 100% employer match about $205,220 at 4% or $136,814 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-8$1,959,093$131,341$16,418iApproximate average salary by contribution assumption: employee only about $410,441 at 4% or $273,627 at 6%; with 50% employer match about $273,627 at 4% or $182,418 at 6%; with 100% employer match about $205,220 at 4% or $136,814 at 6%.
202218$1,868,981$182,379$22,797iApproximate average salary by contribution assumption: employee only about $569,934 at 4% or $379,956 at 6%; with 50% employer match about $379,956 at 4% or $253,304 at 6%; with 100% employer match about $284,967 at 4% or $189,978 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-8$1,868,981$182,379$22,797iApproximate average salary by contribution assumption: employee only about $569,934 at 4% or $379,956 at 6%; with 50% employer match about $379,956 at 4% or $253,304 at 6%; with 100% employer match about $284,967 at 4% or $189,978 at 6%.
202117$2,021,038$170,938$24,420iApproximate average salary by contribution assumption: employee only about $610,493 at 4% or $406,995 at 6%; with 50% employer match about $406,995 at 4% or $271,330 at 6%; with 100% employer match about $305,246 at 4% or $203,498 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-7$2,021,038$170,938$24,420iApproximate average salary by contribution assumption: employee only about $610,493 at 4% or $406,995 at 6%; with 50% employer match about $406,995 at 4% or $271,330 at 6%; with 100% employer match about $305,246 at 4% or $203,498 at 6%.
202017$1,657,875$108,262$15,466iApproximate average salary by contribution assumption: employee only about $386,650 at 4% or $257,767 at 6%; with 50% employer match about $257,767 at 4% or $171,844 at 6%; with 100% employer match about $193,325 at 4% or $128,883 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-7$1,657,875$108,262$15,466iApproximate average salary by contribution assumption: employee only about $386,650 at 4% or $257,767 at 6%; with 50% employer match about $257,767 at 4% or $171,844 at 6%; with 100% employer match about $193,325 at 4% or $128,883 at 6%.
201917$1,347,414$122,845$17,549iApproximate average salary by contribution assumption: employee only about $438,732 at 4% or $292,488 at 6%; with 50% employer match about $292,488 at 4% or $194,992 at 6%; with 100% employer match about $219,366 at 4% or $146,244 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-7$1,347,414$122,845$17,549iApproximate average salary by contribution assumption: employee only about $438,732 at 4% or $292,488 at 6%; with 50% employer match about $292,488 at 4% or $194,992 at 6%; with 100% employer match about $219,366 at 4% or $146,244 at 6%.
201817$993,170$146,942$20,992iApproximate average salary by contribution assumption: employee only about $524,793 at 4% or $349,862 at 6%; with 50% employer match about $349,862 at 4% or $233,241 at 6%; with 100% employer match about $262,396 at 4% or $174,931 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-7$993,170$146,942$20,992iApproximate average salary by contribution assumption: employee only about $524,793 at 4% or $349,862 at 6%; with 50% employer match about $349,862 at 4% or $233,241 at 6%; with 100% employer match about $262,396 at 4% or $174,931 at 6%.
201719$1,452,760$143,280$15,920iApproximate average salary by contribution assumption: employee only about $398,000 at 4% or $265,333 at 6%; with 50% employer match about $265,333 at 4% or $176,889 at 6%; with 100% employer match about $199,000 at 4% or $132,667 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-9$1,452,760$143,280$15,920iApproximate average salary by contribution assumption: employee only about $398,000 at 4% or $265,333 at 6%; with 50% employer match about $265,333 at 4% or $176,889 at 6%; with 100% employer match about $199,000 at 4% or $132,667 at 6%.
201618$1,111,340$148,567$18,571iApproximate average salary by contribution assumption: employee only about $464,272 at 4% or $309,515 at 6%; with 50% employer match about $309,515 at 4% or $206,343 at 6%; with 100% employer match about $232,136 at 4% or $154,757 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-8$1,111,340$148,567$18,571iApproximate average salary by contribution assumption: employee only about $464,272 at 4% or $309,515 at 6%; with 50% employer match about $309,515 at 4% or $206,343 at 6%; with 100% employer match about $232,136 at 4% or $154,757 at 6%.
201519$944,561$155,609$17,290iApproximate average salary by contribution assumption: employee only about $432,247 at 4% or $288,165 at 6%; with 50% employer match about $288,165 at 4% or $192,110 at 6%; with 100% employer match about $216,124 at 4% or $144,082 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-9$944,561$155,609$17,290iApproximate average salary by contribution assumption: employee only about $432,247 at 4% or $288,165 at 6%; with 50% employer match about $288,165 at 4% or $192,110 at 6%; with 100% employer match about $216,124 at 4% or $144,082 at 6%.
201419$1,035,945$133,449$14,828iApproximate average salary by contribution assumption: employee only about $370,692 at 4% or $247,128 at 6%; with 50% employer match about $247,128 at 4% or $164,752 at 6%; with 100% employer match about $185,346 at 4% or $123,564 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-9$1,035,945$133,449$14,828iApproximate average salary by contribution assumption: employee only about $370,692 at 4% or $247,128 at 6%; with 50% employer match about $247,128 at 4% or $164,752 at 6%; with 100% employer match about $185,346 at 4% or $123,564 at 6%.
201319$841,923$158,571$17,619iApproximate average salary by contribution assumption: employee only about $440,475 at 4% or $293,650 at 6%; with 50% employer match about $293,650 at 4% or $195,767 at 6%; with 100% employer match about $220,238 at 4% or $146,825 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-9$841,923$158,571$17,619iApproximate average salary by contribution assumption: employee only about $440,475 at 4% or $293,650 at 6%; with 50% employer match about $293,650 at 4% or $195,767 at 6%; with 100% employer match about $220,238 at 4% or $146,825 at 6%.
201219$549,912$130,834$14,537iApproximate average salary by contribution assumption: employee only about $363,428 at 4% or $242,285 at 6%; with 50% employer match about $242,285 at 4% or $161,523 at 6%; with 100% employer match about $181,714 at 4% or $121,143 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-9$549,912$130,834$14,537iApproximate average salary by contribution assumption: employee only about $363,428 at 4% or $242,285 at 6%; with 50% employer match about $242,285 at 4% or $161,523 at 6%; with 100% employer match about $181,714 at 4% or $121,143 at 6%.
2011111$385,059$119,899$10,900iApproximate average salary by contribution assumption: employee only about $272,498 at 4% or $181,665 at 6%; with 50% employer match about $181,665 at 4% or $121,110 at 6%; with 100% employer match about $136,249 at 4% or $90,833 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-11$385,059$119,899$10,900iApproximate average salary by contribution assumption: employee only about $272,498 at 4% or $181,665 at 6%; with 50% employer match about $181,665 at 4% or $121,110 at 6%; with 100% employer match about $136,249 at 4% or $90,833 at 6%.
2010110$275,426$255,254$25,525iApproximate average salary by contribution assumption: employee only about $638,135 at 4% or $425,423 at 6%; with 50% employer match about $425,423 at 4% or $283,616 at 6%; with 100% employer match about $319,068 at 4% or $212,712 at 6%.
Sheldrick Mcgehee Kohler LLC 401 K Profit Sharing Plan Trust-10$275,426$255,254$25,525iApproximate average salary by contribution assumption: employee only about $638,135 at 4% or $425,423 at 6%; with 50% employer match about $425,423 at 4% or $283,616 at 6%; with 100% employer match about $319,068 at 4% or $212,712 at 6%.