Civic Intelligence

Mclean Sheperd, M.D, ,, L.L.C.

Plan context: Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan

EIN 30-0216169 • Mount Pleasant, SC • 14 filings • 5 plans

912 Old Georgetown RoadMount Pleasant, SC 29464
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$4,400,496

2024 Contributions

$692,231

Historical Graphs

Total Assets Over Time

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

$4,400,496$2,200,248$0201220182024YearValue
$4,400,496Latest year 2024

Participants Over Time

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

31160201220182024YearValue
31Latest 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
2024231$4,400,496$692,231$22,330iApproximate average salary by contribution assumption: employee only about $558,251 at 4% or $372,167 at 6%; with 50% employer match about $372,167 at 4% or $248,111 at 6%; with 100% employer match about $279,125 at 4% or $186,084 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-31$3,973,818$484,144$15,618iApproximate average salary by contribution assumption: employee only about $390,439 at 4% or $260,292 at 6%; with 50% employer match about $260,292 at 4% or $173,528 at 6%; with 100% employer match about $195,219 at 4% or $130,146 at 6%.
Mclean Sheperd, M. D., L. L. C., Cash Balance Pension Plan-13$426,678$208,087$16,007iApproximate average salary by contribution assumption: employee only about $400,167 at 4% or $266,778 at 6%; with 50% employer match about $266,778 at 4% or $177,852 at 6%; with 100% employer match about $200,084 at 4% or $133,389 at 6%.
2023228$3,404,791$487,347$17,405iApproximate average salary by contribution assumption: employee only about $435,131 at 4% or $290,088 at 6%; with 50% employer match about $290,088 at 4% or $193,392 at 6%; with 100% employer match about $217,566 at 4% or $145,044 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-28$3,193,017$275,573$9,842iApproximate average salary by contribution assumption: employee only about $246,047 at 4% or $164,032 at 6%; with 50% employer match about $164,032 at 4% or $109,354 at 6%; with 100% employer match about $123,024 at 4% or $82,016 at 6%.
Mclean Sheperd, M. D., L. L. C., Cash Balance Pension Plan-11$211,774$211,774$19,252iApproximate average salary by contribution assumption: employee only about $481,305 at 4% or $320,870 at 6%; with 50% employer match about $320,870 at 4% or $213,913 at 6%; with 100% employer match about $240,652 at 4% or $160,435 at 6%.
2022127$2,506,449$228,028$8,445iApproximate average salary by contribution assumption: employee only about $211,137 at 4% or $140,758 at 6%; with 50% employer match about $140,758 at 4% or $93,839 at 6%; with 100% employer match about $105,569 at 4% or $70,379 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-27$2,506,449$228,028$8,445iApproximate average salary by contribution assumption: employee only about $211,137 at 4% or $140,758 at 6%; with 50% employer match about $140,758 at 4% or $93,839 at 6%; with 100% employer match about $105,569 at 4% or $70,379 at 6%.
2020116$2,180,951$134,790$8,424iApproximate average salary by contribution assumption: employee only about $210,609 at 4% or $140,406 at 6%; with 50% employer match about $140,406 at 4% or $93,604 at 6%; with 100% employer match about $105,305 at 4% or $70,203 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-16$2,180,951$134,790$8,424iApproximate average salary by contribution assumption: employee only about $210,609 at 4% or $140,406 at 6%; with 50% employer match about $140,406 at 4% or $93,604 at 6%; with 100% employer match about $105,305 at 4% or $70,203 at 6%.
2019111$1,704,639$119,745$10,886iApproximate average salary by contribution assumption: employee only about $272,148 at 4% or $181,432 at 6%; with 50% employer match about $181,432 at 4% or $120,955 at 6%; with 100% employer match about $136,074 at 4% or $90,716 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-11$1,704,639$119,745$10,886iApproximate average salary by contribution assumption: employee only about $272,148 at 4% or $181,432 at 6%; with 50% employer match about $181,432 at 4% or $120,955 at 6%; with 100% employer match about $136,074 at 4% or $90,716 at 6%.
201816$1,289,879$90,704$15,117iApproximate average salary by contribution assumption: employee only about $377,933 at 4% or $251,956 at 6%; with 50% employer match about $251,956 at 4% or $167,970 at 6%; with 100% employer match about $188,967 at 4% or $125,978 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-6$1,289,879$90,704$15,117iApproximate average salary by contribution assumption: employee only about $377,933 at 4% or $251,956 at 6%; with 50% employer match about $251,956 at 4% or $167,970 at 6%; with 100% employer match about $188,967 at 4% or $125,978 at 6%.
201717$1,357,125$96,530$13,790iApproximate average salary by contribution assumption: employee only about $344,750 at 4% or $229,833 at 6%; with 50% employer match about $229,833 at 4% or $153,222 at 6%; with 100% employer match about $172,375 at 4% or $114,917 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-7$1,357,125$96,530$13,790iApproximate average salary by contribution assumption: employee only about $344,750 at 4% or $229,833 at 6%; with 50% employer match about $229,833 at 4% or $153,222 at 6%; with 100% employer match about $172,375 at 4% or $114,917 at 6%.
201616$1,075,519$67,604$11,267iApproximate average salary by contribution assumption: employee only about $281,683 at 4% or $187,789 at 6%; with 50% employer match about $187,789 at 4% or $125,193 at 6%; with 100% employer match about $140,842 at 4% or $93,894 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-6$1,075,519$67,604$11,267iApproximate average salary by contribution assumption: employee only about $281,683 at 4% or $187,789 at 6%; with 50% employer match about $187,789 at 4% or $125,193 at 6%; with 100% employer match about $140,842 at 4% or $93,894 at 6%.
201516$924,259$82,114$13,686iApproximate average salary by contribution assumption: employee only about $342,142 at 4% or $228,094 at 6%; with 50% employer match about $228,094 at 4% or $152,063 at 6%; with 100% employer match about $171,071 at 4% or $114,047 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-6$924,259$82,114$13,686iApproximate average salary by contribution assumption: employee only about $342,142 at 4% or $228,094 at 6%; with 50% employer match about $228,094 at 4% or $152,063 at 6%; with 100% employer match about $171,071 at 4% or $114,047 at 6%.
201415$865,034$58,116$11,623iApproximate average salary by contribution assumption: employee only about $290,580 at 4% or $193,720 at 6%; with 50% employer match about $193,720 at 4% or $129,147 at 6%; with 100% employer match about $145,290 at 4% or $96,860 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-5$865,034$58,116$11,623iApproximate average salary by contribution assumption: employee only about $290,580 at 4% or $193,720 at 6%; with 50% employer match about $193,720 at 4% or $129,147 at 6%; with 100% employer match about $145,290 at 4% or $96,860 at 6%.
201317$732,715$63,513$9,073iApproximate average salary by contribution assumption: employee only about $226,832 at 4% or $151,221 at 6%; with 50% employer match about $151,221 at 4% or $100,814 at 6%; with 100% employer match about $113,416 at 4% or $75,611 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-7$732,715$63,513$9,073iApproximate average salary by contribution assumption: employee only about $226,832 at 4% or $151,221 at 6%; with 50% employer match about $151,221 at 4% or $100,814 at 6%; with 100% employer match about $113,416 at 4% or $75,611 at 6%.
201216$592,041$95,583$15,931iApproximate average salary by contribution assumption: employee only about $398,263 at 4% or $265,508 at 6%; with 50% employer match about $265,508 at 4% or $177,006 at 6%; with 100% employer match about $199,131 at 4% or $132,754 at 6%.
Mclean Sheperd, MD LLC 401(K) Profit Sharing Plan-6$592,041$95,583$15,931iApproximate average salary by contribution assumption: employee only about $398,263 at 4% or $265,508 at 6%; with 50% employer match about $265,508 at 4% or $177,006 at 6%; with 100% employer match about $199,131 at 4% or $132,754 at 6%.