Civic Intelligence

Sherwood Partners LLC

Plan context: Sherwood Partners LLC 401(K) Plan

EIN 20-3526092 • Santa Clara, CA • 20 filings • 3 plans

3945 Freedom Circle Ste. 560Santa Clara, CA 95054
Current Snapshot

Latest Year

2024

2024 Participants

39

2024 Assets

$8,436,380

2024 Contributions

$850,607

Historical Graphs

Total Assets Over Time

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

$8,436,380$4,218,190$0200520152024YearValue
$8,436,380Latest year 2024

Participants Over Time

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

40200200520152024YearValue
39Latest 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
2024139$8,436,380$850,607$21,810iApproximate average salary by contribution assumption: employee only about $545,261 at 4% or $363,507 at 6%; with 50% employer match about $363,507 at 4% or $242,338 at 6%; with 100% employer match about $272,630 at 4% or $181,754 at 6%.
Sherwood Partners LLC 401(K) Plan-39$8,436,380$850,607$21,810iApproximate average salary by contribution assumption: employee only about $545,261 at 4% or $363,507 at 6%; with 50% employer match about $363,507 at 4% or $242,338 at 6%; with 100% employer match about $272,630 at 4% or $181,754 at 6%.
2023140$7,661,455$838,390$20,960iApproximate average salary by contribution assumption: employee only about $523,994 at 4% or $349,329 at 6%; with 50% employer match about $349,329 at 4% or $232,886 at 6%; with 100% employer match about $261,997 at 4% or $174,665 at 6%.
Sherwood Partners LLC 401(K) Plan-40$7,661,455$838,390$20,960iApproximate average salary by contribution assumption: employee only about $523,994 at 4% or $349,329 at 6%; with 50% employer match about $349,329 at 4% or $232,886 at 6%; with 100% employer match about $261,997 at 4% or $174,665 at 6%.
2022139$5,767,425$742,282$19,033iApproximate average salary by contribution assumption: employee only about $475,822 at 4% or $317,215 at 6%; with 50% employer match about $317,215 at 4% or $211,476 at 6%; with 100% employer match about $237,911 at 4% or $158,607 at 6%.
Sherwood Partners LLC 401(K) Plan-39$5,767,425$742,282$19,033iApproximate average salary by contribution assumption: employee only about $475,822 at 4% or $317,215 at 6%; with 50% employer match about $317,215 at 4% or $211,476 at 6%; with 100% employer match about $237,911 at 4% or $158,607 at 6%.
2021139$6,095,142$730,062$18,720iApproximate average salary by contribution assumption: employee only about $467,988 at 4% or $311,992 at 6%; with 50% employer match about $311,992 at 4% or $207,995 at 6%; with 100% employer match about $233,994 at 4% or $155,996 at 6%.
Sherwood Partners LLC 401(K) Plan-39$6,095,142$730,062$18,720iApproximate average salary by contribution assumption: employee only about $467,988 at 4% or $311,992 at 6%; with 50% employer match about $311,992 at 4% or $207,995 at 6%; with 100% employer match about $233,994 at 4% or $155,996 at 6%.
2020140$4,932,757$781,299$19,532iApproximate average salary by contribution assumption: employee only about $488,312 at 4% or $325,541 at 6%; with 50% employer match about $325,541 at 4% or $217,028 at 6%; with 100% employer match about $244,156 at 4% or $162,771 at 6%.
Sherwood Partners LLC 401(K) Plan-40$4,932,757$781,299$19,532iApproximate average salary by contribution assumption: employee only about $488,312 at 4% or $325,541 at 6%; with 50% employer match about $325,541 at 4% or $217,028 at 6%; with 100% employer match about $244,156 at 4% or $162,771 at 6%.
2019135$3,611,421$568,327$16,238iApproximate average salary by contribution assumption: employee only about $405,948 at 4% or $270,632 at 6%; with 50% employer match about $270,632 at 4% or $180,421 at 6%; with 100% employer match about $202,974 at 4% or $135,316 at 6%.
Sherwood Partners LLC 401(K) Plan-35$3,611,421$568,327$16,238iApproximate average salary by contribution assumption: employee only about $405,948 at 4% or $270,632 at 6%; with 50% employer match about $270,632 at 4% or $180,421 at 6%; with 100% employer match about $202,974 at 4% or $135,316 at 6%.
2018130$2,548,506$511,142$17,038iApproximate average salary by contribution assumption: employee only about $425,952 at 4% or $283,968 at 6%; with 50% employer match about $283,968 at 4% or $189,312 at 6%; with 100% employer match about $212,976 at 4% or $141,984 at 6%.
Sherwood Partners LLC 401(K) Plan-30$2,548,506$511,142$17,038iApproximate average salary by contribution assumption: employee only about $425,952 at 4% or $283,968 at 6%; with 50% employer match about $283,968 at 4% or $189,312 at 6%; with 100% employer match about $212,976 at 4% or $141,984 at 6%.
2017132$3,190,724$563,419$17,607iApproximate average salary by contribution assumption: employee only about $440,171 at 4% or $293,447 at 6%; with 50% employer match about $293,447 at 4% or $195,632 at 6%; with 100% employer match about $220,086 at 4% or $146,724 at 6%.
Sherwood Partners LLC 401(K) Plan-32$3,190,724$563,419$17,607iApproximate average salary by contribution assumption: employee only about $440,171 at 4% or $293,447 at 6%; with 50% employer match about $293,447 at 4% or $195,632 at 6%; with 100% employer match about $220,086 at 4% or $146,724 at 6%.
2016125$2,626,757$450,939$18,038iApproximate average salary by contribution assumption: employee only about $450,939 at 4% or $300,626 at 6%; with 50% employer match about $300,626 at 4% or $200,417 at 6%; with 100% employer match about $225,470 at 4% or $150,313 at 6%.
Sherwood Partners LLC 401(K) Plan-25$2,626,757$450,939$18,038iApproximate average salary by contribution assumption: employee only about $450,939 at 4% or $300,626 at 6%; with 50% employer match about $300,626 at 4% or $200,417 at 6%; with 100% employer match about $225,470 at 4% or $150,313 at 6%.
2015120$2,059,454$534,318$26,716iApproximate average salary by contribution assumption: employee only about $667,898 at 4% or $445,265 at 6%; with 50% employer match about $445,265 at 4% or $296,843 at 6%; with 100% employer match about $333,949 at 4% or $222,633 at 6%.
Sherwood Partners LLC 401(K) Plan-20$2,059,454$534,318$26,716iApproximate average salary by contribution assumption: employee only about $667,898 at 4% or $445,265 at 6%; with 50% employer match about $445,265 at 4% or $296,843 at 6%; with 100% employer match about $333,949 at 4% or $222,633 at 6%.
2014120$1,777,007$369,709$18,485iApproximate average salary by contribution assumption: employee only about $462,136 at 4% or $308,091 at 6%; with 50% employer match about $308,091 at 4% or $205,394 at 6%; with 100% employer match about $231,068 at 4% or $154,045 at 6%.
Sherwood Partners LLC 401(K) Plan-20$1,777,007$369,709$18,485iApproximate average salary by contribution assumption: employee only about $462,136 at 4% or $308,091 at 6%; with 50% employer match about $308,091 at 4% or $205,394 at 6%; with 100% employer match about $231,068 at 4% or $154,045 at 6%.
2013119$1,415,598$214,217$11,275iApproximate average salary by contribution assumption: employee only about $281,864 at 4% or $187,910 at 6%; with 50% employer match about $187,910 at 4% or $125,273 at 6%; with 100% employer match about $140,932 at 4% or $93,955 at 6%.
Sherwood Partners LLC 401(K) Plan-19$1,415,598$214,217$11,275iApproximate average salary by contribution assumption: employee only about $281,864 at 4% or $187,910 at 6%; with 50% employer match about $187,910 at 4% or $125,273 at 6%; with 100% employer match about $140,932 at 4% or $93,955 at 6%.
2012121$1,064,261$226,197$10,771iApproximate average salary by contribution assumption: employee only about $269,282 at 4% or $179,521 at 6%; with 50% employer match about $179,521 at 4% or $119,681 at 6%; with 100% employer match about $134,641 at 4% or $89,761 at 6%.
Sherwood Partners LLC 401(K) Plan-21$1,064,261$226,197$10,771iApproximate average salary by contribution assumption: employee only about $269,282 at 4% or $179,521 at 6%; with 50% employer match about $179,521 at 4% or $119,681 at 6%; with 100% employer match about $134,641 at 4% or $89,761 at 6%.
2011122$785,851$162,960$7,407iApproximate average salary by contribution assumption: employee only about $185,182 at 4% or $123,455 at 6%; with 50% employer match about $123,455 at 4% or $82,303 at 6%; with 100% employer match about $92,591 at 4% or $61,727 at 6%.
Sherwood Partners LLC 401(K) Plan-22$785,851$162,960$7,407iApproximate average salary by contribution assumption: employee only about $185,182 at 4% or $123,455 at 6%; with 50% employer match about $123,455 at 4% or $82,303 at 6%; with 100% employer match about $92,591 at 4% or $61,727 at 6%.
2010120$625,710$120,273$6,014iApproximate average salary by contribution assumption: employee only about $150,341 at 4% or $100,228 at 6%; with 50% employer match about $100,228 at 4% or $66,818 at 6%; with 100% employer match about $75,171 at 4% or $50,114 at 6%.
Sherwood Partners LLC 401(K) Plan-20$625,710$120,273$6,014iApproximate average salary by contribution assumption: employee only about $150,341 at 4% or $100,228 at 6%; with 50% employer match about $100,228 at 4% or $66,818 at 6%; with 100% employer match about $75,171 at 4% or $50,114 at 6%.
2009120$527,313$217,389$10,869iApproximate average salary by contribution assumption: employee only about $271,736 at 4% or $181,158 at 6%; with 50% employer match about $181,158 at 4% or $120,772 at 6%; with 100% employer match about $135,868 at 4% or $90,579 at 6%.
Sherwood Partners LLC 401(K) Plan-20$527,313$217,389$10,869iApproximate average salary by contribution assumption: employee only about $271,736 at 4% or $181,158 at 6%; with 50% employer match about $181,158 at 4% or $120,772 at 6%; with 100% employer match about $135,868 at 4% or $90,579 at 6%.
2008119$312,109$121,259$6,382iApproximate average salary by contribution assumption: employee only about $159,551 at 4% or $106,368 at 6%; with 50% employer match about $106,368 at 4% or $70,912 at 6%; with 100% employer match about $79,776 at 4% or $53,184 at 6%.
Sherwood Partners LLC 401(K) Plan-19$312,109$121,259$6,382iApproximate average salary by contribution assumption: employee only about $159,551 at 4% or $106,368 at 6%; with 50% employer match about $106,368 at 4% or $70,912 at 6%; with 100% employer match about $79,776 at 4% or $53,184 at 6%.
2007115$273,915$88,300$5,887iApproximate average salary by contribution assumption: employee only about $147,167 at 4% or $98,111 at 6%; with 50% employer match about $98,111 at 4% or $65,407 at 6%; with 100% employer match about $73,583 at 4% or $49,056 at 6%.
Sherwood Partners LLC 401(K) Plan-15$273,915$88,300$5,887iApproximate average salary by contribution assumption: employee only about $147,167 at 4% or $98,111 at 6%; with 50% employer match about $98,111 at 4% or $65,407 at 6%; with 100% employer match about $73,583 at 4% or $49,056 at 6%.
2006116$198,561$56,955$3,560iApproximate average salary by contribution assumption: employee only about $88,992 at 4% or $59,328 at 6%; with 50% employer match about $59,328 at 4% or $39,552 at 6%; with 100% employer match about $44,496 at 4% or $29,664 at 6%.
Sherwood Partners LLC 401(K) Plan-16$198,561$56,955$3,560iApproximate average salary by contribution assumption: employee only about $88,992 at 4% or $59,328 at 6%; with 50% employer match about $59,328 at 4% or $39,552 at 6%; with 100% employer match about $44,496 at 4% or $29,664 at 6%.
2005125$142,734$30,536$1,221iApproximate average salary by contribution assumption: employee only about $30,536 at 4% or $20,357 at 6%; with 50% employer match about $20,357 at 4% or $13,572 at 6%; with 100% employer match about $15,268 at 4% or $10,179 at 6%.
Sherwood Partners LLC 401(K) Plan-25$142,734$30,536$1,221iApproximate average salary by contribution assumption: employee only about $30,536 at 4% or $20,357 at 6%; with 50% employer match about $20,357 at 4% or $13,572 at 6%; with 100% employer match about $15,268 at 4% or $10,179 at 6%.