Civic Intelligence

Sheward Son Sons

Plan context: Sheward Son Sons

EIN 33-0199846 • Tustin, CA • 24 filings • 6 plans

14352 Chambers RoadTustin, CA 92780
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$896,695

2024 Contributions

$36,228

Historical Graphs

Total Assets Over Time

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

$1,383,897$691,949$0200220142024YearValue
$896,695Latest year 2024

Participants Over Time

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

39200200020132024YearValue
25Latest 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
2024125$896,695$36,228$1,449iApproximate average salary by contribution assumption: employee only about $36,228 at 4% or $24,152 at 6%; with 50% employer match about $24,152 at 4% or $16,101 at 6%; with 100% employer match about $18,114 at 4% or $12,076 at 6%.
Sheward Son Sons-25$896,695$36,228$1,449iApproximate average salary by contribution assumption: employee only about $36,228 at 4% or $24,152 at 6%; with 50% employer match about $24,152 at 4% or $16,101 at 6%; with 100% employer match about $18,114 at 4% or $12,076 at 6%.
2023125$982,250$42,007$1,680iApproximate average salary by contribution assumption: employee only about $42,007 at 4% or $28,005 at 6%; with 50% employer match about $28,005 at 4% or $18,670 at 6%; with 100% employer match about $21,004 at 4% or $14,002 at 6%.
Sheward Son Sons-25$982,250$42,007$1,680iApproximate average salary by contribution assumption: employee only about $42,007 at 4% or $28,005 at 6%; with 50% employer match about $28,005 at 4% or $18,670 at 6%; with 100% employer match about $21,004 at 4% or $14,002 at 6%.
2022129$1,138,130$45,476$1,568iApproximate average salary by contribution assumption: employee only about $39,203 at 4% or $26,136 at 6%; with 50% employer match about $26,136 at 4% or $17,424 at 6%; with 100% employer match about $19,602 at 4% or $13,068 at 6%.
Sheward Son Sons-29$1,138,130$45,476$1,568iApproximate average salary by contribution assumption: employee only about $39,203 at 4% or $26,136 at 6%; with 50% employer match about $26,136 at 4% or $17,424 at 6%; with 100% employer match about $19,602 at 4% or $13,068 at 6%.
2021135$1,383,897$49,207$1,406iApproximate average salary by contribution assumption: employee only about $35,148 at 4% or $23,432 at 6%; with 50% employer match about $23,432 at 4% or $15,621 at 6%; with 100% employer match about $17,574 at 4% or $11,716 at 6%.
Sheward Son Sons-35$1,383,897$49,207$1,406iApproximate average salary by contribution assumption: employee only about $35,148 at 4% or $23,432 at 6%; with 50% employer match about $23,432 at 4% or $15,621 at 6%; with 100% employer match about $17,574 at 4% or $11,716 at 6%.
2020137$1,219,707$73,822$1,995iApproximate average salary by contribution assumption: employee only about $49,880 at 4% or $33,253 at 6%; with 50% employer match about $33,253 at 4% or $22,169 at 6%; with 100% employer match about $24,940 at 4% or $16,627 at 6%.
Sheward Son Sons-37$1,219,707$73,822$1,995iApproximate average salary by contribution assumption: employee only about $49,880 at 4% or $33,253 at 6%; with 50% employer match about $33,253 at 4% or $22,169 at 6%; with 100% employer match about $24,940 at 4% or $16,627 at 6%.
2019118$1,055,642$51,558$2,864iApproximate average salary by contribution assumption: employee only about $71,608 at 4% or $47,739 at 6%; with 50% employer match about $47,739 at 4% or $31,826 at 6%; with 100% employer match about $35,804 at 4% or $23,869 at 6%.
Sheward Son Sons-18$1,055,642$51,558$2,864iApproximate average salary by contribution assumption: employee only about $71,608 at 4% or $47,739 at 6%; with 50% employer match about $47,739 at 4% or $31,826 at 6%; with 100% employer match about $35,804 at 4% or $23,869 at 6%.
2018122$1,110,805$73,343$3,334iApproximate average salary by contribution assumption: employee only about $83,344 at 4% or $55,563 at 6%; with 50% employer match about $55,563 at 4% or $37,042 at 6%; with 100% employer match about $41,672 at 4% or $27,781 at 6%.
Sheward Son Sons-22$1,110,805$73,343$3,334iApproximate average salary by contribution assumption: employee only about $83,344 at 4% or $55,563 at 6%; with 50% employer match about $55,563 at 4% or $37,042 at 6%; with 100% employer match about $41,672 at 4% or $27,781 at 6%.
2017123$1,168,612$93,381$4,060iApproximate average salary by contribution assumption: employee only about $101,501 at 4% or $67,667 at 6%; with 50% employer match about $67,667 at 4% or $45,112 at 6%; with 100% employer match about $50,751 at 4% or $33,834 at 6%.
Sheward Son Sons-23$1,168,612$93,381$4,060iApproximate average salary by contribution assumption: employee only about $101,501 at 4% or $67,667 at 6%; with 50% employer match about $67,667 at 4% or $45,112 at 6%; with 100% employer match about $50,751 at 4% or $33,834 at 6%.
2016125$993,040$76,764$3,071iApproximate average salary by contribution assumption: employee only about $76,764 at 4% or $51,176 at 6%; with 50% employer match about $51,176 at 4% or $34,117 at 6%; with 100% employer match about $38,382 at 4% or $25,588 at 6%.
Sheward Son Sons-25$993,040$76,764$3,071iApproximate average salary by contribution assumption: employee only about $76,764 at 4% or $51,176 at 6%; with 50% employer match about $51,176 at 4% or $34,117 at 6%; with 100% employer match about $38,382 at 4% or $25,588 at 6%.
2015123$879,880$90,853$3,950iApproximate average salary by contribution assumption: employee only about $98,753 at 4% or $65,836 at 6%; with 50% employer match about $65,836 at 4% or $43,890 at 6%; with 100% employer match about $49,377 at 4% or $32,918 at 6%.
Sheward Son Sons-23$879,880$90,853$3,950iApproximate average salary by contribution assumption: employee only about $98,753 at 4% or $65,836 at 6%; with 50% employer match about $65,836 at 4% or $43,890 at 6%; with 100% employer match about $49,377 at 4% or $32,918 at 6%.
2014128$1,095,474$50,650$1,809iApproximate average salary by contribution assumption: employee only about $45,223 at 4% or $30,149 at 6%; with 50% employer match about $30,149 at 4% or $20,099 at 6%; with 100% employer match about $22,612 at 4% or $15,074 at 6%.
Sheward Son Sons-28$1,095,474$50,650$1,809iApproximate average salary by contribution assumption: employee only about $45,223 at 4% or $30,149 at 6%; with 50% employer match about $30,149 at 4% or $20,099 at 6%; with 100% employer match about $22,612 at 4% or $15,074 at 6%.
2013128$995,519$53,905$1,925iApproximate average salary by contribution assumption: employee only about $48,129 at 4% or $32,086 at 6%; with 50% employer match about $32,086 at 4% or $21,391 at 6%; with 100% employer match about $24,065 at 4% or $16,043 at 6%.
Sheward Son Sons-28$995,519$53,905$1,925iApproximate average salary by contribution assumption: employee only about $48,129 at 4% or $32,086 at 6%; with 50% employer match about $32,086 at 4% or $21,391 at 6%; with 100% employer match about $24,065 at 4% or $16,043 at 6%.
2012128$804,520$52,498$1,875iApproximate average salary by contribution assumption: employee only about $46,873 at 4% or $31,249 at 6%; with 50% employer match about $31,249 at 4% or $20,833 at 6%; with 100% employer match about $23,437 at 4% or $15,624 at 6%.
Sheward Son Sons-28$804,520$52,498$1,875iApproximate average salary by contribution assumption: employee only about $46,873 at 4% or $31,249 at 6%; with 50% employer match about $31,249 at 4% or $20,833 at 6%; with 100% employer match about $23,437 at 4% or $15,624 at 6%.
2011134$720,150$54,320$1,598iApproximate average salary by contribution assumption: employee only about $39,941 at 4% or $26,627 at 6%; with 50% employer match about $26,627 at 4% or $17,752 at 6%; with 100% employer match about $19,971 at 4% or $13,314 at 6%.
Sheward Son Sons-34$720,150$54,320$1,598iApproximate average salary by contribution assumption: employee only about $39,941 at 4% or $26,627 at 6%; with 50% employer match about $26,627 at 4% or $17,752 at 6%; with 100% employer match about $19,971 at 4% or $13,314 at 6%.
2010137$731,281$65,407$1,768iApproximate average salary by contribution assumption: employee only about $44,194 at 4% or $29,463 at 6%; with 50% employer match about $29,463 at 4% or $19,642 at 6%; with 100% employer match about $22,097 at 4% or $14,731 at 6%.
Sheward Son Sons-37$731,281$65,407$1,768iApproximate average salary by contribution assumption: employee only about $44,194 at 4% or $29,463 at 6%; with 50% employer match about $29,463 at 4% or $19,642 at 6%; with 100% employer match about $22,097 at 4% or $14,731 at 6%.
2009130$747,058$74,644$2,488iApproximate average salary by contribution assumption: employee only about $62,203 at 4% or $41,469 at 6%; with 50% employer match about $41,469 at 4% or $27,646 at 6%; with 100% employer match about $31,102 at 4% or $20,734 at 6%.
Sheward Son Sons-30$747,058$74,644$2,488iApproximate average salary by contribution assumption: employee only about $62,203 at 4% or $41,469 at 6%; with 50% employer match about $41,469 at 4% or $27,646 at 6%; with 100% employer match about $31,102 at 4% or $20,734 at 6%.
2008139$589,307$111,898$2,869iApproximate average salary by contribution assumption: employee only about $71,729 at 4% or $47,820 at 6%; with 50% employer match about $47,820 at 4% or $31,880 at 6%; with 100% employer match about $35,865 at 4% or $23,910 at 6%.
Sheward Son Sons-39$589,307$111,898$2,869iApproximate average salary by contribution assumption: employee only about $71,729 at 4% or $47,820 at 6%; with 50% employer match about $47,820 at 4% or $31,880 at 6%; with 100% employer match about $35,865 at 4% or $23,910 at 6%.
2007132$705,778$89,638$2,801iApproximate average salary by contribution assumption: employee only about $70,030 at 4% or $46,686 at 6%; with 50% employer match about $46,686 at 4% or $31,124 at 6%; with 100% employer match about $35,015 at 4% or $23,343 at 6%.
Sheward & Son & Sons Retirement Sav Ings Plan-32$705,778$89,638$2,801iApproximate average salary by contribution assumption: employee only about $70,030 at 4% or $46,686 at 6%; with 50% employer match about $46,686 at 4% or $31,124 at 6%; with 100% employer match about $35,015 at 4% or $23,343 at 6%.
2006132$596,709$92,415$2,888iApproximate average salary by contribution assumption: employee only about $72,199 at 4% or $48,133 at 6%; with 50% employer match about $48,133 at 4% or $32,089 at 6%; with 100% employer match about $36,100 at 4% or $24,066 at 6%.
Sheward & Son & Sons Retirement Sav Ings Plan-32$596,709$92,415$2,888iApproximate average salary by contribution assumption: employee only about $72,199 at 4% or $48,133 at 6%; with 50% employer match about $48,133 at 4% or $32,089 at 6%; with 100% employer match about $36,100 at 4% or $24,066 at 6%.
2005130$526,694$77,483$2,583iApproximate average salary by contribution assumption: employee only about $64,569 at 4% or $43,046 at 6%; with 50% employer match about $43,046 at 4% or $28,697 at 6%; with 100% employer match about $32,285 at 4% or $21,523 at 6%.
Sheward & Son & Sons Retirement Sav Ings Plan-30$526,694$77,483$2,583iApproximate average salary by contribution assumption: employee only about $64,569 at 4% or $43,046 at 6%; with 50% employer match about $43,046 at 4% or $28,697 at 6%; with 100% employer match about $32,285 at 4% or $21,523 at 6%.
2004132$8,058$73,889$2,309iApproximate average salary by contribution assumption: employee only about $57,726 at 4% or $38,484 at 6%; with 50% employer match about $38,484 at 4% or $25,656 at 6%; with 100% employer match about $28,863 at 4% or $19,242 at 6%.
Sheward & Son & Sons Retirement Sav Ings Plan-32$8,058$73,889$2,309iApproximate average salary by contribution assumption: employee only about $57,726 at 4% or $38,484 at 6%; with 50% employer match about $38,484 at 4% or $25,656 at 6%; with 100% employer match about $28,863 at 4% or $19,242 at 6%.
2003124$0$0-
Sheward & Son & Sons Retirement Sav Ings Plan-24---
2002126$242,239$68,510$2,635iApproximate average salary by contribution assumption: employee only about $65,875 at 4% or $43,917 at 6%; with 50% employer match about $43,917 at 4% or $29,278 at 6%; with 100% employer match about $32,938 at 4% or $21,958 at 6%.
Sheward & Son & Sons Retirement Sav Ings Plan-26$242,239$68,510$2,635iApproximate average salary by contribution assumption: employee only about $65,875 at 4% or $43,917 at 6%; with 50% employer match about $43,917 at 4% or $29,278 at 6%; with 100% employer match about $32,938 at 4% or $21,958 at 6%.
2000123$0$0-
Sheward & Son & Sons Retirement Sav Ings Plan-23---