Civic Intelligence

Sherrard, German & Kelly PC.

Plan context: Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan

EIN 25-1637669 • Pittsburgh, PA • 26 filings • 2 plans

535 Smithfield StreetSuite 300Pittsburgh, PA 15222-2602
Current Snapshot

Latest Year

2024

2024 Participants

64

2024 Assets

$29,401,399

2024 Contributions

$1,593,163

Historical Graphs

Total Assets Over Time

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

$30,504,243$15,252,122$0199920122024YearValue
$29,401,399Latest year 2024

Participants Over Time

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

86430199920122024YearValue
64Latest 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
2024164$29,401,399$1,593,163$24,893iApproximate average salary by contribution assumption: employee only about $622,329 at 4% or $414,886 at 6%; with 50% employer match about $414,886 at 4% or $276,591 at 6%; with 100% employer match about $311,165 at 4% or $207,443 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-64$29,401,399$1,593,163$24,893iApproximate average salary by contribution assumption: employee only about $622,329 at 4% or $414,886 at 6%; with 50% employer match about $414,886 at 4% or $276,591 at 6%; with 100% employer match about $311,165 at 4% or $207,443 at 6%.
2023164$24,772,398$1,176,128$18,377iApproximate average salary by contribution assumption: employee only about $459,425 at 4% or $306,283 at 6%; with 50% employer match about $306,283 at 4% or $204,189 at 6%; with 100% employer match about $229,713 at 4% or $153,142 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-64$24,772,398$1,176,128$18,377iApproximate average salary by contribution assumption: employee only about $459,425 at 4% or $306,283 at 6%; with 50% employer match about $306,283 at 4% or $204,189 at 6%; with 100% employer match about $229,713 at 4% or $153,142 at 6%.
2022164$22,803,357$1,051,714$16,433iApproximate average salary by contribution assumption: employee only about $410,826 at 4% or $273,884 at 6%; with 50% employer match about $273,884 at 4% or $182,589 at 6%; with 100% employer match about $205,413 at 4% or $136,942 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-64$22,803,357$1,051,714$16,433iApproximate average salary by contribution assumption: employee only about $410,826 at 4% or $273,884 at 6%; with 50% employer match about $273,884 at 4% or $182,589 at 6%; with 100% employer match about $205,413 at 4% or $136,942 at 6%.
2021170$30,504,243$1,323,236$18,903iApproximate average salary by contribution assumption: employee only about $472,584 at 4% or $315,056 at 6%; with 50% employer match about $315,056 at 4% or $210,037 at 6%; with 100% employer match about $236,292 at 4% or $157,528 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-70$30,504,243$1,323,236$18,903iApproximate average salary by contribution assumption: employee only about $472,584 at 4% or $315,056 at 6%; with 50% employer match about $315,056 at 4% or $210,037 at 6%; with 100% employer match about $236,292 at 4% or $157,528 at 6%.
2020181$26,237,115$1,133,486$13,994iApproximate average salary by contribution assumption: employee only about $349,841 at 4% or $233,228 at 6%; with 50% employer match about $233,228 at 4% or $155,485 at 6%; with 100% employer match about $174,921 at 4% or $116,614 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-81$26,237,115$1,133,486$13,994iApproximate average salary by contribution assumption: employee only about $349,841 at 4% or $233,228 at 6%; with 50% employer match about $233,228 at 4% or $155,485 at 6%; with 100% employer match about $174,921 at 4% or $116,614 at 6%.
2019186$22,447,550$1,319,753$15,346iApproximate average salary by contribution assumption: employee only about $383,649 at 4% or $255,766 at 6%; with 50% employer match about $255,766 at 4% or $170,511 at 6%; with 100% employer match about $191,825 at 4% or $127,883 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-86$22,447,550$1,319,753$15,346iApproximate average salary by contribution assumption: employee only about $383,649 at 4% or $255,766 at 6%; with 50% employer match about $255,766 at 4% or $170,511 at 6%; with 100% employer match about $191,825 at 4% or $127,883 at 6%.
2018184$19,188,186$1,198,470$14,268iApproximate average salary by contribution assumption: employee only about $356,688 at 4% or $237,792 at 6%; with 50% employer match about $237,792 at 4% or $158,528 at 6%; with 100% employer match about $178,344 at 4% or $118,896 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-84$19,188,186$1,198,470$14,268iApproximate average salary by contribution assumption: employee only about $356,688 at 4% or $237,792 at 6%; with 50% employer match about $237,792 at 4% or $158,528 at 6%; with 100% employer match about $178,344 at 4% or $118,896 at 6%.
2017179$19,858,556$1,234,540$15,627iApproximate average salary by contribution assumption: employee only about $390,677 at 4% or $260,451 at 6%; with 50% employer match about $260,451 at 4% or $173,634 at 6%; with 100% employer match about $195,339 at 4% or $130,226 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-79$19,858,556$1,234,540$15,627iApproximate average salary by contribution assumption: employee only about $390,677 at 4% or $260,451 at 6%; with 50% employer match about $260,451 at 4% or $173,634 at 6%; with 100% employer match about $195,339 at 4% or $130,226 at 6%.
2016178$16,145,078$1,252,901$16,063iApproximate average salary by contribution assumption: employee only about $401,571 at 4% or $267,714 at 6%; with 50% employer match about $267,714 at 4% or $178,476 at 6%; with 100% employer match about $200,785 at 4% or $133,857 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-78$16,145,078$1,252,901$16,063iApproximate average salary by contribution assumption: employee only about $401,571 at 4% or $267,714 at 6%; with 50% employer match about $267,714 at 4% or $178,476 at 6%; with 100% employer match about $200,785 at 4% or $133,857 at 6%.
2015177$15,308,586$1,274,149$16,547iApproximate average salary by contribution assumption: employee only about $413,685 at 4% or $275,790 at 6%; with 50% employer match about $275,790 at 4% or $183,860 at 6%; with 100% employer match about $206,842 at 4% or $137,895 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-77$15,308,586$1,274,149$16,547iApproximate average salary by contribution assumption: employee only about $413,685 at 4% or $275,790 at 6%; with 50% employer match about $275,790 at 4% or $183,860 at 6%; with 100% employer match about $206,842 at 4% or $137,895 at 6%.
2014171$16,300,632$1,160,550$16,346iApproximate average salary by contribution assumption: employee only about $408,644 at 4% or $272,430 at 6%; with 50% employer match about $272,430 at 4% or $181,620 at 6%; with 100% employer match about $204,322 at 4% or $136,215 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-71$16,300,632$1,160,550$16,346iApproximate average salary by contribution assumption: employee only about $408,644 at 4% or $272,430 at 6%; with 50% employer match about $272,430 at 4% or $181,620 at 6%; with 100% employer match about $204,322 at 4% or $136,215 at 6%.
2013164$14,583,572$990,066$15,470iApproximate average salary by contribution assumption: employee only about $386,745 at 4% or $257,830 at 6%; with 50% employer match about $257,830 at 4% or $171,886 at 6%; with 100% employer match about $193,372 at 4% or $128,915 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-64$14,583,572$990,066$15,470iApproximate average salary by contribution assumption: employee only about $386,745 at 4% or $257,830 at 6%; with 50% employer match about $257,830 at 4% or $171,886 at 6%; with 100% employer match about $193,372 at 4% or $128,915 at 6%.
2012162$11,557,352$949,674$15,317iApproximate average salary by contribution assumption: employee only about $382,933 at 4% or $255,289 at 6%; with 50% employer match about $255,289 at 4% or $170,192 at 6%; with 100% employer match about $191,467 at 4% or $127,644 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-62$11,557,352$949,674$15,317iApproximate average salary by contribution assumption: employee only about $382,933 at 4% or $255,289 at 6%; with 50% employer match about $255,289 at 4% or $170,192 at 6%; with 100% employer match about $191,467 at 4% or $127,644 at 6%.
2011162$9,702,954$927,820$14,965iApproximate average salary by contribution assumption: employee only about $374,121 at 4% or $249,414 at 6%; with 50% employer match about $249,414 at 4% or $166,276 at 6%; with 100% employer match about $187,060 at 4% or $124,707 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-62$9,702,954$927,820$14,965iApproximate average salary by contribution assumption: employee only about $374,121 at 4% or $249,414 at 6%; with 50% employer match about $249,414 at 4% or $166,276 at 6%; with 100% employer match about $187,060 at 4% or $124,707 at 6%.
2010165$9,529,400$843,404$12,975iApproximate average salary by contribution assumption: employee only about $324,386 at 4% or $216,257 at 6%; with 50% employer match about $216,257 at 4% or $144,172 at 6%; with 100% employer match about $162,193 at 4% or $108,129 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-65$9,529,400$843,404$12,975iApproximate average salary by contribution assumption: employee only about $324,386 at 4% or $216,257 at 6%; with 50% employer match about $216,257 at 4% or $144,172 at 6%; with 100% employer match about $162,193 at 4% or $108,129 at 6%.
2009166$7,880,142$919,109$13,926iApproximate average salary by contribution assumption: employee only about $348,147 at 4% or $232,098 at 6%; with 50% employer match about $232,098 at 4% or $154,732 at 6%; with 100% employer match about $174,074 at 4% or $116,049 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-66$7,880,142$919,109$13,926iApproximate average salary by contribution assumption: employee only about $348,147 at 4% or $232,098 at 6%; with 50% employer match about $232,098 at 4% or $154,732 at 6%; with 100% employer match about $174,074 at 4% or $116,049 at 6%.
2008149$6,020,574$871,064$17,777iApproximate average salary by contribution assumption: employee only about $444,420 at 4% or $296,280 at 6%; with 50% employer match about $296,280 at 4% or $197,520 at 6%; with 100% employer match about $222,210 at 4% or $148,140 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-49$6,020,574$871,064$17,777iApproximate average salary by contribution assumption: employee only about $444,420 at 4% or $296,280 at 6%; with 50% employer match about $296,280 at 4% or $197,520 at 6%; with 100% employer match about $222,210 at 4% or $148,140 at 6%.
2007148$8,539,853$769,520$16,032iApproximate average salary by contribution assumption: employee only about $400,792 at 4% or $267,194 at 6%; with 50% employer match about $267,194 at 4% or $178,130 at 6%; with 100% employer match about $200,396 at 4% or $133,597 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-48$8,539,853$769,520$16,032iApproximate average salary by contribution assumption: employee only about $400,792 at 4% or $267,194 at 6%; with 50% employer match about $267,194 at 4% or $178,130 at 6%; with 100% employer match about $200,396 at 4% or $133,597 at 6%.
2006142$7,270,993$628,034$14,953iApproximate average salary by contribution assumption: employee only about $373,830 at 4% or $249,220 at 6%; with 50% employer match about $249,220 at 4% or $166,147 at 6%; with 100% employer match about $186,915 at 4% or $124,610 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-42$7,270,993$628,034$14,953iApproximate average salary by contribution assumption: employee only about $373,830 at 4% or $249,220 at 6%; with 50% employer match about $249,220 at 4% or $166,147 at 6%; with 100% employer match about $186,915 at 4% or $124,610 at 6%.
2005138$6,031,917$594,357$15,641iApproximate average salary by contribution assumption: employee only about $391,024 at 4% or $260,683 at 6%; with 50% employer match about $260,683 at 4% or $173,789 at 6%; with 100% employer match about $195,512 at 4% or $130,341 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-38$6,031,917$594,357$15,641iApproximate average salary by contribution assumption: employee only about $391,024 at 4% or $260,683 at 6%; with 50% employer match about $260,683 at 4% or $173,789 at 6%; with 100% employer match about $195,512 at 4% or $130,341 at 6%.
2004142$5,509,945$546,561$13,013iApproximate average salary by contribution assumption: employee only about $325,334 at 4% or $216,889 at 6%; with 50% employer match about $216,889 at 4% or $144,593 at 6%; with 100% employer match about $162,667 at 4% or $108,445 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-42$5,509,945$546,561$13,013iApproximate average salary by contribution assumption: employee only about $325,334 at 4% or $216,889 at 6%; with 50% employer match about $216,889 at 4% or $144,593 at 6%; with 100% employer match about $162,667 at 4% or $108,445 at 6%.
2003142$4,756,976$486,585$11,585iApproximate average salary by contribution assumption: employee only about $289,634 at 4% or $193,089 at 6%; with 50% employer match about $193,089 at 4% or $128,726 at 6%; with 100% employer match about $144,817 at 4% or $96,545 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-42$4,756,976$486,585$11,585iApproximate average salary by contribution assumption: employee only about $289,634 at 4% or $193,089 at 6%; with 50% employer match about $193,089 at 4% or $128,726 at 6%; with 100% employer match about $144,817 at 4% or $96,545 at 6%.
2002138$3,616,426$441,043$11,606iApproximate average salary by contribution assumption: employee only about $290,160 at 4% or $193,440 at 6%; with 50% employer match about $193,440 at 4% or $128,960 at 6%; with 100% employer match about $145,080 at 4% or $96,720 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-38$3,616,426$441,043$11,606iApproximate average salary by contribution assumption: employee only about $290,160 at 4% or $193,440 at 6%; with 50% employer match about $193,440 at 4% or $128,960 at 6%; with 100% employer match about $145,080 at 4% or $96,720 at 6%.
2001134$4,507,745$395,490$11,632iApproximate average salary by contribution assumption: employee only about $290,801 at 4% or $193,868 at 6%; with 50% employer match about $193,868 at 4% or $129,245 at 6%; with 100% employer match about $145,401 at 4% or $96,934 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-34$4,507,745$395,490$11,632iApproximate average salary by contribution assumption: employee only about $290,801 at 4% or $193,868 at 6%; with 50% employer match about $193,868 at 4% or $129,245 at 6%; with 100% employer match about $145,401 at 4% or $96,934 at 6%.
2000131$5,788,721$349,855$11,286iApproximate average salary by contribution assumption: employee only about $282,141 at 4% or $188,094 at 6%; with 50% employer match about $188,094 at 4% or $125,396 at 6%; with 100% employer match about $141,071 at 4% or $94,047 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-31$5,788,721$349,855$11,286iApproximate average salary by contribution assumption: employee only about $282,141 at 4% or $188,094 at 6%; with 50% employer match about $188,094 at 4% or $125,396 at 6%; with 100% employer match about $141,071 at 4% or $94,047 at 6%.
1999131$5,664,578$319,226$10,298iApproximate average salary by contribution assumption: employee only about $257,440 at 4% or $171,627 at 6%; with 50% employer match about $171,627 at 4% or $114,418 at 6%; with 100% employer match about $128,720 at 4% or $85,813 at 6%.
Sherrard, German & Kelly PC. 401(K) Profit Sharing Plan-31$5,664,578$319,226$10,298iApproximate average salary by contribution assumption: employee only about $257,440 at 4% or $171,627 at 6%; with 50% employer match about $171,627 at 4% or $114,418 at 6%; with 100% employer match about $128,720 at 4% or $85,813 at 6%.