Civic Intelligence

Shepard, Smith, Hand & Brackins, P.A.

Plan context: Shepard, Smith, Hand & Brackins, P.A. Retirement Plan

EIN 32-0242557 • Maitland, FL • 18 filings • 4 plans

2300 Maitland Center Pkwy Ste 100Maitland, FL 32751-7410
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$2,615,918

2025 Contributions

$157,718

Historical Graphs

Total Assets Over Time

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

$2,615,918$1,307,959$0200820172025YearValue
$2,615,918Latest year 2025

Participants Over Time

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

1260200820172025YearValue
12Latest year 2025

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
2025112$2,615,918$157,718$13,143iApproximate average salary by contribution assumption: employee only about $328,579 at 4% or $219,053 at 6%; with 50% employer match about $219,053 at 4% or $146,035 at 6%; with 100% employer match about $164,290 at 4% or $109,526 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-12$2,615,918$157,718$13,143iApproximate average salary by contribution assumption: employee only about $328,579 at 4% or $219,053 at 6%; with 50% employer match about $219,053 at 4% or $146,035 at 6%; with 100% employer match about $164,290 at 4% or $109,526 at 6%.
2024112$2,260,260$190,733$15,894iApproximate average salary by contribution assumption: employee only about $397,360 at 4% or $264,907 at 6%; with 50% employer match about $264,907 at 4% or $176,605 at 6%; with 100% employer match about $198,680 at 4% or $132,453 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-12$2,260,260$190,733$15,894iApproximate average salary by contribution assumption: employee only about $397,360 at 4% or $264,907 at 6%; with 50% employer match about $264,907 at 4% or $176,605 at 6%; with 100% employer match about $198,680 at 4% or $132,453 at 6%.
202319$1,846,104$129,766$14,418iApproximate average salary by contribution assumption: employee only about $360,461 at 4% or $240,307 at 6%; with 50% employer match about $240,307 at 4% or $160,205 at 6%; with 100% employer match about $180,231 at 4% or $120,154 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-9$1,846,104$129,766$14,418iApproximate average salary by contribution assumption: employee only about $360,461 at 4% or $240,307 at 6%; with 50% employer match about $240,307 at 4% or $160,205 at 6%; with 100% employer match about $180,231 at 4% or $120,154 at 6%.
2022111$1,555,398$120,452$10,950iApproximate average salary by contribution assumption: employee only about $273,755 at 4% or $182,503 at 6%; with 50% employer match about $182,503 at 4% or $121,669 at 6%; with 100% employer match about $136,877 at 4% or $91,252 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-11$1,555,398$120,452$10,950iApproximate average salary by contribution assumption: employee only about $273,755 at 4% or $182,503 at 6%; with 50% employer match about $182,503 at 4% or $121,669 at 6%; with 100% employer match about $136,877 at 4% or $91,252 at 6%.
2021111$1,711,326$150,500$13,682iApproximate average salary by contribution assumption: employee only about $342,045 at 4% or $228,030 at 6%; with 50% employer match about $228,030 at 4% or $152,020 at 6%; with 100% employer match about $171,023 at 4% or $114,015 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-11$1,711,326$150,500$13,682iApproximate average salary by contribution assumption: employee only about $342,045 at 4% or $228,030 at 6%; with 50% employer match about $228,030 at 4% or $152,020 at 6%; with 100% employer match about $171,023 at 4% or $114,015 at 6%.
2020110$1,478,293$94,152$9,415iApproximate average salary by contribution assumption: employee only about $235,380 at 4% or $156,920 at 6%; with 50% employer match about $156,920 at 4% or $104,613 at 6%; with 100% employer match about $117,690 at 4% or $78,460 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-10$1,478,293$94,152$9,415iApproximate average salary by contribution assumption: employee only about $235,380 at 4% or $156,920 at 6%; with 50% employer match about $156,920 at 4% or $104,613 at 6%; with 100% employer match about $117,690 at 4% or $78,460 at 6%.
2019111$1,546,148$94,694$8,609iApproximate average salary by contribution assumption: employee only about $215,214 at 4% or $143,476 at 6%; with 50% employer match about $143,476 at 4% or $95,651 at 6%; with 100% employer match about $107,607 at 4% or $71,738 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-11$1,546,148$94,694$8,609iApproximate average salary by contribution assumption: employee only about $215,214 at 4% or $143,476 at 6%; with 50% employer match about $143,476 at 4% or $95,651 at 6%; with 100% employer match about $107,607 at 4% or $71,738 at 6%.
2018111$1,203,577$87,648$7,968iApproximate average salary by contribution assumption: employee only about $199,200 at 4% or $132,800 at 6%; with 50% employer match about $132,800 at 4% or $88,533 at 6%; with 100% employer match about $99,600 at 4% or $66,400 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-11$1,203,577$87,648$7,968iApproximate average salary by contribution assumption: employee only about $199,200 at 4% or $132,800 at 6%; with 50% employer match about $132,800 at 4% or $88,533 at 6%; with 100% employer match about $99,600 at 4% or $66,400 at 6%.
201716$1,188,669$56,615$9,436iApproximate average salary by contribution assumption: employee only about $235,896 at 4% or $157,264 at 6%; with 50% employer match about $157,264 at 4% or $104,843 at 6%; with 100% employer match about $117,948 at 4% or $78,632 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-6$1,188,669$56,615$9,436iApproximate average salary by contribution assumption: employee only about $235,896 at 4% or $157,264 at 6%; with 50% employer match about $157,264 at 4% or $104,843 at 6%; with 100% employer match about $117,948 at 4% or $78,632 at 6%.
201616$976,374$93,461$15,577iApproximate average salary by contribution assumption: employee only about $389,421 at 4% or $259,614 at 6%; with 50% employer match about $259,614 at 4% or $173,076 at 6%; with 100% employer match about $194,710 at 4% or $129,807 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-6$976,374$93,461$15,577iApproximate average salary by contribution assumption: employee only about $389,421 at 4% or $259,614 at 6%; with 50% employer match about $259,614 at 4% or $173,076 at 6%; with 100% employer match about $194,710 at 4% or $129,807 at 6%.
201517$839,570$101,743$14,535iApproximate average salary by contribution assumption: employee only about $363,368 at 4% or $242,245 at 6%; with 50% employer match about $242,245 at 4% or $161,497 at 6%; with 100% employer match about $181,684 at 4% or $121,123 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-7$839,570$101,743$14,535iApproximate average salary by contribution assumption: employee only about $363,368 at 4% or $242,245 at 6%; with 50% employer match about $242,245 at 4% or $161,497 at 6%; with 100% employer match about $181,684 at 4% or $121,123 at 6%.
201416$740,387$97,878$16,313iApproximate average salary by contribution assumption: employee only about $407,825 at 4% or $271,883 at 6%; with 50% employer match about $271,883 at 4% or $181,256 at 6%; with 100% employer match about $203,913 at 4% or $135,942 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-6$740,387$97,878$16,313iApproximate average salary by contribution assumption: employee only about $407,825 at 4% or $271,883 at 6%; with 50% employer match about $271,883 at 4% or $181,256 at 6%; with 100% employer match about $203,913 at 4% or $135,942 at 6%.
201316$673,389$72,922$12,154iApproximate average salary by contribution assumption: employee only about $303,842 at 4% or $202,561 at 6%; with 50% employer match about $202,561 at 4% or $135,041 at 6%; with 100% employer match about $151,921 at 4% or $101,281 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-6$673,389$72,922$12,154iApproximate average salary by contribution assumption: employee only about $303,842 at 4% or $202,561 at 6%; with 50% employer match about $202,561 at 4% or $135,041 at 6%; with 100% employer match about $151,921 at 4% or $101,281 at 6%.
201216$498,119$72,209$12,035iApproximate average salary by contribution assumption: employee only about $300,871 at 4% or $200,581 at 6%; with 50% employer match about $200,581 at 4% or $133,720 at 6%; with 100% employer match about $150,435 at 4% or $100,290 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-6$498,119$72,209$12,035iApproximate average salary by contribution assumption: employee only about $300,871 at 4% or $200,581 at 6%; with 50% employer match about $200,581 at 4% or $133,720 at 6%; with 100% employer match about $150,435 at 4% or $100,290 at 6%.
201116$399,352$78,612$13,102iApproximate average salary by contribution assumption: employee only about $327,550 at 4% or $218,367 at 6%; with 50% employer match about $218,367 at 4% or $145,578 at 6%; with 100% employer match about $163,775 at 4% or $109,183 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-6$399,352$78,612$13,102iApproximate average salary by contribution assumption: employee only about $327,550 at 4% or $218,367 at 6%; with 50% employer match about $218,367 at 4% or $145,578 at 6%; with 100% employer match about $163,775 at 4% or $109,183 at 6%.
201016$319,318$131,746$21,958iApproximate average salary by contribution assumption: employee only about $548,942 at 4% or $365,961 at 6%; with 50% employer match about $365,961 at 4% or $243,974 at 6%; with 100% employer match about $274,471 at 4% or $182,981 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-6$319,318$131,746$21,958iApproximate average salary by contribution assumption: employee only about $548,942 at 4% or $365,961 at 6%; with 50% employer match about $365,961 at 4% or $243,974 at 6%; with 100% employer match about $274,471 at 4% or $182,981 at 6%.
200917$234,333$77,130$11,019iApproximate average salary by contribution assumption: employee only about $275,464 at 4% or $183,643 at 6%; with 50% employer match about $183,643 at 4% or $122,429 at 6%; with 100% employer match about $137,732 at 4% or $91,821 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-7$234,333$77,130$11,019iApproximate average salary by contribution assumption: employee only about $275,464 at 4% or $183,643 at 6%; with 50% employer match about $183,643 at 4% or $122,429 at 6%; with 100% employer match about $137,732 at 4% or $91,821 at 6%.
200817$175,441$182,721$26,103iApproximate average salary by contribution assumption: employee only about $652,575 at 4% or $435,050 at 6%; with 50% employer match about $435,050 at 4% or $290,033 at 6%; with 100% employer match about $326,288 at 4% or $217,525 at 6%.
Shepard, Smith, Hand & Brackins, P.A. Retirement Plan-7$175,441$182,721$26,103iApproximate average salary by contribution assumption: employee only about $652,575 at 4% or $435,050 at 6%; with 50% employer match about $435,050 at 4% or $290,033 at 6%; with 100% employer match about $326,288 at 4% or $217,525 at 6%.