Civic Intelligence

Shepard-Patterson & Associates Inc.

Plan context: Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan

EIN 23-2429521 • Havertown, PA • 16 filings • 8 plans

700 East Township Line Road StHavertown, PA 19083
Current Snapshot

Latest Year

2013

2013 Participants

75

2013 Assets

$2,680,331

2013 Contributions

$262,798

Historical Graphs

Total Assets Over Time

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

$2,680,331$1,340,166$0199920062013YearValue
$2,680,331Latest year 2013

Participants Over Time

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

103520199920062013YearValue
75Latest year 2013

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
2013175$2,680,331$262,798$3,504iApproximate average salary by contribution assumption: employee only about $87,599 at 4% or $58,400 at 6%; with 50% employer match about $58,400 at 4% or $38,933 at 6%; with 100% employer match about $43,800 at 4% or $29,200 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-75$2,680,331$262,798$3,504iApproximate average salary by contribution assumption: employee only about $87,599 at 4% or $58,400 at 6%; with 50% employer match about $58,400 at 4% or $38,933 at 6%; with 100% employer match about $43,800 at 4% or $29,200 at 6%.
2012155$2,090,168$255,329$4,642iApproximate average salary by contribution assumption: employee only about $116,059 at 4% or $77,372 at 6%; with 50% employer match about $77,372 at 4% or $51,582 at 6%; with 100% employer match about $58,029 at 4% or $38,686 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-55$2,090,168$255,329$4,642iApproximate average salary by contribution assumption: employee only about $116,059 at 4% or $77,372 at 6%; with 50% employer match about $77,372 at 4% or $51,582 at 6%; with 100% employer match about $58,029 at 4% or $38,686 at 6%.
2011154$1,907,755$268,349$4,969iApproximate average salary by contribution assumption: employee only about $124,236 at 4% or $82,824 at 6%; with 50% employer match about $82,824 at 4% or $55,216 at 6%; with 100% employer match about $62,118 at 4% or $41,412 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-54$1,907,755$268,349$4,969iApproximate average salary by contribution assumption: employee only about $124,236 at 4% or $82,824 at 6%; with 50% employer match about $82,824 at 4% or $55,216 at 6%; with 100% employer match about $62,118 at 4% or $41,412 at 6%.
2010166$2,385,366$322,063$4,880iApproximate average salary by contribution assumption: employee only about $121,994 at 4% or $81,329 at 6%; with 50% employer match about $81,329 at 4% or $54,219 at 6%; with 100% employer match about $60,997 at 4% or $40,665 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-66$2,385,366$322,063$4,880iApproximate average salary by contribution assumption: employee only about $121,994 at 4% or $81,329 at 6%; with 50% employer match about $81,329 at 4% or $54,219 at 6%; with 100% employer match about $60,997 at 4% or $40,665 at 6%.
2009159$2,133,343$282,160$4,782iApproximate average salary by contribution assumption: employee only about $119,559 at 4% or $79,706 at 6%; with 50% employer match about $79,706 at 4% or $53,137 at 6%; with 100% employer match about $59,780 at 4% or $39,853 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-59$2,133,343$282,160$4,782iApproximate average salary by contribution assumption: employee only about $119,559 at 4% or $79,706 at 6%; with 50% employer match about $79,706 at 4% or $53,137 at 6%; with 100% employer match about $59,780 at 4% or $39,853 at 6%.
2008151$1,805,076$279,223$5,475iApproximate average salary by contribution assumption: employee only about $136,874 at 4% or $91,249 at 6%; with 50% employer match about $91,249 at 4% or $60,833 at 6%; with 100% employer match about $68,437 at 4% or $45,625 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-51$1,805,076$279,223$5,475iApproximate average salary by contribution assumption: employee only about $136,874 at 4% or $91,249 at 6%; with 50% employer match about $91,249 at 4% or $60,833 at 6%; with 100% employer match about $68,437 at 4% or $45,625 at 6%.
2007159$0$0-
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-59---
2006154$2,383,559$159,338$2,951iApproximate average salary by contribution assumption: employee only about $73,768 at 4% or $49,178 at 6%; with 50% employer match about $49,178 at 4% or $32,786 at 6%; with 100% employer match about $36,884 at 4% or $24,589 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-54$2,383,559$159,338$2,951iApproximate average salary by contribution assumption: employee only about $73,768 at 4% or $49,178 at 6%; with 50% employer match about $49,178 at 4% or $32,786 at 6%; with 100% employer match about $36,884 at 4% or $24,589 at 6%.
2005140$2,351,274$312,708$7,818iApproximate average salary by contribution assumption: employee only about $195,443 at 4% or $130,295 at 6%; with 50% employer match about $130,295 at 4% or $86,863 at 6%; with 100% employer match about $97,721 at 4% or $65,148 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-40$2,351,274$312,708$7,818iApproximate average salary by contribution assumption: employee only about $195,443 at 4% or $130,295 at 6%; with 50% employer match about $130,295 at 4% or $86,863 at 6%; with 100% employer match about $97,721 at 4% or $65,148 at 6%.
2004177$2,570,712$451,822$5,868iApproximate average salary by contribution assumption: employee only about $146,695 at 4% or $97,797 at 6%; with 50% employer match about $97,797 at 4% or $65,198 at 6%; with 100% employer match about $73,348 at 4% or $48,898 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-77$2,570,712$451,822$5,868iApproximate average salary by contribution assumption: employee only about $146,695 at 4% or $97,797 at 6%; with 50% employer match about $97,797 at 4% or $65,198 at 6%; with 100% employer match about $73,348 at 4% or $48,898 at 6%.
2003184$2,246,838$488,629$5,817iApproximate average salary by contribution assumption: employee only about $145,425 at 4% or $96,950 at 6%; with 50% employer match about $96,950 at 4% or $64,633 at 6%; with 100% employer match about $72,713 at 4% or $48,475 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-84$2,246,838$488,629$5,817iApproximate average salary by contribution assumption: employee only about $145,425 at 4% or $96,950 at 6%; with 50% employer match about $96,950 at 4% or $64,633 at 6%; with 100% employer match about $72,713 at 4% or $48,475 at 6%.
20021103$0$0-
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-103---
20012103$1,378,800$342,007$3,320iApproximate average salary by contribution assumption: employee only about $83,011 at 4% or $55,341 at 6%; with 50% employer match about $55,341 at 4% or $36,894 at 6%; with 100% employer match about $41,506 at 4% or $27,670 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-103$1,378,800$342,007$3,320iApproximate average salary by contribution assumption: employee only about $83,011 at 4% or $55,341 at 6%; with 50% employer match about $55,341 at 4% or $36,894 at 6%; with 100% employer match about $41,506 at 4% or $27,670 at 6%.
VERIDYNE, INC. FORMERLY KNOWN AS SHEPARD PATTERSON & ASSOCIATES, INC . PREMIUM ONLY PLAN-0---
2000123$1,284,070$255,571$11,112iApproximate average salary by contribution assumption: employee only about $277,795 at 4% or $185,196 at 6%; with 50% employer match about $185,196 at 4% or $123,464 at 6%; with 100% employer match about $138,897 at 4% or $92,598 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-23$1,284,070$255,571$11,112iApproximate average salary by contribution assumption: employee only about $277,795 at 4% or $185,196 at 6%; with 50% employer match about $185,196 at 4% or $123,464 at 6%; with 100% employer match about $138,897 at 4% or $92,598 at 6%.
1999175$1,073,447$286,155$3,815iApproximate average salary by contribution assumption: employee only about $95,385 at 4% or $63,590 at 6%; with 50% employer match about $63,590 at 4% or $42,393 at 6%; with 100% employer match about $47,693 at 4% or $31,795 at 6%.
Shepard-Patterson & Associates Inc. 401K Profit Sharing Plan-75$1,073,447$286,155$3,815iApproximate average salary by contribution assumption: employee only about $95,385 at 4% or $63,590 at 6%; with 50% employer match about $63,590 at 4% or $42,393 at 6%; with 100% employer match about $47,693 at 4% or $31,795 at 6%.