Civic Intelligence

SHERMAN & ASSOCIATES

Plan context: SHERMAN & ASSOCIATES CASH BALANCE PLAN

EIN 31-0824916 • Lajolla, CA • 20 filings • 2 plans

9850 Genesee Ave., Suite 720Lajolla, CA 92037
Current Snapshot

Latest Year

2010

2010 Participants

25

2010 Assets

$198,195

2010 Contributions

$6,121

Historical Graphs

Total Assets Over Time

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

$1,321,237$660,619$0199920042009YearValue
$198,195Latest year 2009

Participants Over Time

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

25130199920032009YearValue
25Latest year 2009

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
201010$0$0-
SHERMAN & ASSOCIATES CASH BALANCE PLAN-0$0$0-
2009125$198,195$0-
SHERMAN & ASSOCIATES CASH BALANCE PLAN-25$198,195--
200820$0$0-
Sherman & Associates Inc. Profit Sharing Plan-0---
SHERMAN & ASSOCIATES CASH BALANCE PLAN-0---
200720$0$0-
SHERMAN & ASSOCIATES CASH BALANCE PLAN-0---
Sherman & Associates Inc. Profit Sharing Plan-0---
2006219$1,289,504$6,121$322iApproximate average salary by contribution assumption: employee only about $8,054 at 4% or $5,369 at 6%; with 50% employer match about $5,369 at 4% or $3,580 at 6%; with 100% employer match about $4,027 at 4% or $2,685 at 6%.
Sherman & Associates Inc. Profit Sharing Plan-2$1,053,085$6,121$3,061iApproximate average salary by contribution assumption: employee only about $76,513 at 4% or $51,008 at 6%; with 50% employer match about $51,008 at 4% or $34,006 at 6%; with 100% employer match about $38,256 at 4% or $25,504 at 6%.
SHERMAN & ASSOCIATES CASH BALANCE PLAN-19$236,419--
2005224$1,321,237$92,196$3,842iApproximate average salary by contribution assumption: employee only about $96,038 at 4% or $64,025 at 6%; with 50% employer match about $64,025 at 4% or $42,683 at 6%; with 100% employer match about $48,019 at 4% or $32,013 at 6%.
Sherman & Associates Inc. Profit Sharing Plan-20$1,109,418$80,051$4,003iApproximate average salary by contribution assumption: employee only about $100,064 at 4% or $66,709 at 6%; with 50% employer match about $66,709 at 4% or $44,473 at 6%; with 100% employer match about $50,032 at 4% or $33,355 at 6%.
SHERMAN & ASSOCIATES CASH BALANCE PLAN-24$211,819$12,145$506iApproximate average salary by contribution assumption: employee only about $12,651 at 4% or $8,434 at 6%; with 50% employer match about $8,434 at 4% or $5,623 at 6%; with 100% employer match about $6,326 at 4% or $4,217 at 6%.
2004222$1,178,689$63,878$2,904iApproximate average salary by contribution assumption: employee only about $72,589 at 4% or $48,392 at 6%; with 50% employer match about $48,392 at 4% or $32,262 at 6%; with 100% employer match about $36,294 at 4% or $24,196 at 6%.
Sherman & Associates Inc. Profit Sharing Plan-18$1,005,005$61,884$3,438iApproximate average salary by contribution assumption: employee only about $85,950 at 4% or $57,300 at 6%; with 50% employer match about $57,300 at 4% or $38,200 at 6%; with 100% employer match about $42,975 at 4% or $28,650 at 6%.
SHERMAN & ASSOCIATES CASH BALANCE PLAN-22$173,684$1,994$91iApproximate average salary by contribution assumption: employee only about $2,266 at 4% or $1,511 at 6%; with 50% employer match about $1,511 at 4% or $1,007 at 6%; with 100% employer match about $1,133 at 4% or $755 at 6%.
2003225$1,110,552$144,812$5,792iApproximate average salary by contribution assumption: employee only about $144,812 at 4% or $96,541 at 6%; with 50% employer match about $96,541 at 4% or $64,361 at 6%; with 100% employer match about $72,406 at 4% or $48,271 at 6%.
Sherman & Associates Inc. Profit Sharing Plan-13$952,568$92,546$7,119iApproximate average salary by contribution assumption: employee only about $177,973 at 4% or $118,649 at 6%; with 50% employer match about $118,649 at 4% or $79,099 at 6%; with 100% employer match about $88,987 at 4% or $59,324 at 6%.
SHERMAN & ASSOCIATES CASH BALANCE PLAN-25$157,984$52,266$2,091iApproximate average salary by contribution assumption: employee only about $52,266 at 4% or $34,844 at 6%; with 50% employer match about $34,844 at 4% or $23,229 at 6%; with 100% employer match about $26,133 at 4% or $17,422 at 6%.
2002224$858,899$137,451$5,727iApproximate average salary by contribution assumption: employee only about $143,178 at 4% or $95,452 at 6%; with 50% employer match about $95,452 at 4% or $63,635 at 6%; with 100% employer match about $71,589 at 4% or $47,726 at 6%.
Sherman & Associates Inc. Profit Sharing Plan-14$756,133$87,451$6,247iApproximate average salary by contribution assumption: employee only about $156,163 at 4% or $104,108 at 6%; with 50% employer match about $104,108 at 4% or $69,406 at 6%; with 100% employer match about $78,081 at 4% or $52,054 at 6%.
SHERMAN & ASSOCIATES CASH BALANCE PLAN-24$102,766$50,000$2,083iApproximate average salary by contribution assumption: employee only about $52,083 at 4% or $34,722 at 6%; with 50% employer match about $34,722 at 4% or $23,148 at 6%; with 100% employer match about $26,042 at 4% or $17,361 at 6%.
2001224$0$0-
SHERMAN & ASSOCIATES CASH BALANCE PLAN-24---
Sherman & Associates Inc. Profit Sharing Plan-11---
2000111$0$0-
Sherman & Associates Inc. Profit Sharing Plan-11---
199919$909,343$41,943$4,660iApproximate average salary by contribution assumption: employee only about $116,508 at 4% or $77,672 at 6%; with 50% employer match about $77,672 at 4% or $51,781 at 6%; with 100% employer match about $58,254 at 4% or $38,836 at 6%.
Sherman & Associates Inc. Profit Sharing Plan-9$909,343$41,943$4,660iApproximate average salary by contribution assumption: employee only about $116,508 at 4% or $77,672 at 6%; with 50% employer match about $77,672 at 4% or $51,781 at 6%; with 100% employer match about $58,254 at 4% or $38,836 at 6%.