Shepard Investments LLC
Plan context: Shepard Investments LLC 401(K) Plan
EIN 27-3707370 • Hingham, MA • 2 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
7
2016 Assets
$310,519
2016 Contributions
$173,979
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 7 | $310,519 | $173,979 | $24,854iApproximate average salary by contribution assumption: employee only about $621,354 at 4% or $414,236 at 6%; with 50% employer match about $414,236 at 4% or $276,157 at 6%; with 100% employer match about $310,677 at 4% or $207,118 at 6%. |
| Shepard Investments LLC 401(K) Plan | - | 7 | $310,519 | $173,979 | $24,854iApproximate average salary by contribution assumption: employee only about $621,354 at 4% or $414,236 at 6%; with 50% employer match about $414,236 at 4% or $276,157 at 6%; with 100% employer match about $310,677 at 4% or $207,118 at 6%. |
| 2015 | 1 | 6 | $125,564 | $125,670 | $20,945iApproximate average salary by contribution assumption: employee only about $523,625 at 4% or $349,083 at 6%; with 50% employer match about $349,083 at 4% or $232,722 at 6%; with 100% employer match about $261,813 at 4% or $174,542 at 6%. |
| Shepard Investments LLC 401(K) Plan | - | 6 | $125,564 | $125,670 | $20,945iApproximate average salary by contribution assumption: employee only about $523,625 at 4% or $349,083 at 6%; with 50% employer match about $349,083 at 4% or $232,722 at 6%; with 100% employer match about $261,813 at 4% or $174,542 at 6%. |