Civic Intelligence

Sherry, Coleman & Holthouse LLP

Plan context: Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan

EIN 33-0692094 • Newport Beach, CA • 25 filings • 11 plans

1200 Newport Center DriveSuite 270Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$8,138,881

2024 Contributions

$220,702

Historical Graphs

Total Assets Over Time

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

$8,138,881$4,069,441$0199920132024YearValue
$8,138,881Latest year 2024

Participants Over Time

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

1370199920132024YearValue
13Latest 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
2024113$8,138,881$220,702$16,977iApproximate average salary by contribution assumption: employee only about $424,427 at 4% or $282,951 at 6%; with 50% employer match about $282,951 at 4% or $188,634 at 6%; with 100% employer match about $212,213 at 4% or $141,476 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-13$8,138,881$220,702$16,977iApproximate average salary by contribution assumption: employee only about $424,427 at 4% or $282,951 at 6%; with 50% employer match about $282,951 at 4% or $188,634 at 6%; with 100% employer match about $212,213 at 4% or $141,476 at 6%.
2023113$7,186,492$229,136$17,626iApproximate average salary by contribution assumption: employee only about $440,646 at 4% or $293,764 at 6%; with 50% employer match about $293,764 at 4% or $195,843 at 6%; with 100% employer match about $220,323 at 4% or $146,882 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-13$7,186,492$229,136$17,626iApproximate average salary by contribution assumption: employee only about $440,646 at 4% or $293,764 at 6%; with 50% employer match about $293,764 at 4% or $195,843 at 6%; with 100% employer match about $220,323 at 4% or $146,882 at 6%.
2022112$6,100,572$242,123$20,177iApproximate average salary by contribution assumption: employee only about $504,423 at 4% or $336,282 at 6%; with 50% employer match about $336,282 at 4% or $224,188 at 6%; with 100% employer match about $252,211 at 4% or $168,141 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-12$6,100,572$242,123$20,177iApproximate average salary by contribution assumption: employee only about $504,423 at 4% or $336,282 at 6%; with 50% employer match about $336,282 at 4% or $224,188 at 6%; with 100% employer match about $252,211 at 4% or $168,141 at 6%.
2021112$6,824,094$236,383$19,699iApproximate average salary by contribution assumption: employee only about $492,465 at 4% or $328,310 at 6%; with 50% employer match about $328,310 at 4% or $218,873 at 6%; with 100% employer match about $246,232 at 4% or $164,155 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-12$6,824,094$236,383$19,699iApproximate average salary by contribution assumption: employee only about $492,465 at 4% or $328,310 at 6%; with 50% employer match about $328,310 at 4% or $218,873 at 6%; with 100% employer match about $246,232 at 4% or $164,155 at 6%.
2020112$5,923,248$285,654$23,805iApproximate average salary by contribution assumption: employee only about $595,113 at 4% or $396,742 at 6%; with 50% employer match about $396,742 at 4% or $264,494 at 6%; with 100% employer match about $297,556 at 4% or $198,371 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-12$5,923,248$285,654$23,805iApproximate average salary by contribution assumption: employee only about $595,113 at 4% or $396,742 at 6%; with 50% employer match about $396,742 at 4% or $264,494 at 6%; with 100% employer match about $297,556 at 4% or $198,371 at 6%.
2019112$5,057,662$275,915$22,993iApproximate average salary by contribution assumption: employee only about $574,823 at 4% or $383,215 at 6%; with 50% employer match about $383,215 at 4% or $255,477 at 6%; with 100% employer match about $287,411 at 4% or $191,608 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-12$5,057,662$275,915$22,993iApproximate average salary by contribution assumption: employee only about $574,823 at 4% or $383,215 at 6%; with 50% employer match about $383,215 at 4% or $255,477 at 6%; with 100% employer match about $287,411 at 4% or $191,608 at 6%.
2018112$3,982,004$278,775$23,231iApproximate average salary by contribution assumption: employee only about $580,781 at 4% or $387,188 at 6%; with 50% employer match about $387,188 at 4% or $258,125 at 6%; with 100% employer match about $290,391 at 4% or $193,594 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-12$3,982,004$278,775$23,231iApproximate average salary by contribution assumption: employee only about $580,781 at 4% or $387,188 at 6%; with 50% employer match about $387,188 at 4% or $258,125 at 6%; with 100% employer match about $290,391 at 4% or $193,594 at 6%.
2017112$4,030,722$294,967$24,581iApproximate average salary by contribution assumption: employee only about $614,515 at 4% or $409,676 at 6%; with 50% employer match about $409,676 at 4% or $273,118 at 6%; with 100% employer match about $307,257 at 4% or $204,838 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-12$4,030,722$294,967$24,581iApproximate average salary by contribution assumption: employee only about $614,515 at 4% or $409,676 at 6%; with 50% employer match about $409,676 at 4% or $273,118 at 6%; with 100% employer match about $307,257 at 4% or $204,838 at 6%.
2016112$3,253,425$264,482$22,040iApproximate average salary by contribution assumption: employee only about $551,004 at 4% or $367,336 at 6%; with 50% employer match about $367,336 at 4% or $244,891 at 6%; with 100% employer match about $275,502 at 4% or $183,668 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-12$3,253,425$264,482$22,040iApproximate average salary by contribution assumption: employee only about $551,004 at 4% or $367,336 at 6%; with 50% employer match about $367,336 at 4% or $244,891 at 6%; with 100% employer match about $275,502 at 4% or $183,668 at 6%.
2015112$2,853,701$286,954$23,913iApproximate average salary by contribution assumption: employee only about $597,821 at 4% or $398,547 at 6%; with 50% employer match about $398,547 at 4% or $265,698 at 6%; with 100% employer match about $298,910 at 4% or $199,274 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-12$2,853,701$286,954$23,913iApproximate average salary by contribution assumption: employee only about $597,821 at 4% or $398,547 at 6%; with 50% employer match about $398,547 at 4% or $265,698 at 6%; with 100% employer match about $298,910 at 4% or $199,274 at 6%.
2014111$2,588,215$227,292$20,663iApproximate average salary by contribution assumption: employee only about $516,573 at 4% or $344,382 at 6%; with 50% employer match about $344,382 at 4% or $229,588 at 6%; with 100% employer match about $258,286 at 4% or $172,191 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-11$2,588,215$227,292$20,663iApproximate average salary by contribution assumption: employee only about $516,573 at 4% or $344,382 at 6%; with 50% employer match about $344,382 at 4% or $229,588 at 6%; with 100% employer match about $258,286 at 4% or $172,191 at 6%.
2013111$2,283,462$205,694$18,699iApproximate average salary by contribution assumption: employee only about $467,486 at 4% or $311,658 at 6%; with 50% employer match about $311,658 at 4% or $207,772 at 6%; with 100% employer match about $233,743 at 4% or $155,829 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-11$2,283,462$205,694$18,699iApproximate average salary by contribution assumption: employee only about $467,486 at 4% or $311,658 at 6%; with 50% employer match about $311,658 at 4% or $207,772 at 6%; with 100% employer match about $233,743 at 4% or $155,829 at 6%.
2012110$1,832,805$192,988$19,299iApproximate average salary by contribution assumption: employee only about $482,470 at 4% or $321,647 at 6%; with 50% employer match about $321,647 at 4% or $214,431 at 6%; with 100% employer match about $241,235 at 4% or $160,823 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-10$1,832,805$192,988$19,299iApproximate average salary by contribution assumption: employee only about $482,470 at 4% or $321,647 at 6%; with 50% employer match about $321,647 at 4% or $214,431 at 6%; with 100% employer match about $241,235 at 4% or $160,823 at 6%.
201119$1,651,289$169,635$18,848iApproximate average salary by contribution assumption: employee only about $471,208 at 4% or $314,139 at 6%; with 50% employer match about $314,139 at 4% or $209,426 at 6%; with 100% employer match about $235,604 at 4% or $157,069 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-9$1,651,289$169,635$18,848iApproximate average salary by contribution assumption: employee only about $471,208 at 4% or $314,139 at 6%; with 50% employer match about $314,139 at 4% or $209,426 at 6%; with 100% employer match about $235,604 at 4% or $157,069 at 6%.
201019$1,483,833$168,823$18,758iApproximate average salary by contribution assumption: employee only about $468,953 at 4% or $312,635 at 6%; with 50% employer match about $312,635 at 4% or $208,423 at 6%; with 100% employer match about $234,476 at 4% or $156,318 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-9$1,483,833$168,823$18,758iApproximate average salary by contribution assumption: employee only about $468,953 at 4% or $312,635 at 6%; with 50% employer match about $312,635 at 4% or $208,423 at 6%; with 100% employer match about $234,476 at 4% or $156,318 at 6%.
200919$1,224,497$265,722$29,525iApproximate average salary by contribution assumption: employee only about $738,117 at 4% or $492,078 at 6%; with 50% employer match about $492,078 at 4% or $328,052 at 6%; with 100% employer match about $369,058 at 4% or $246,039 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-9$1,224,497$265,722$29,525iApproximate average salary by contribution assumption: employee only about $738,117 at 4% or $492,078 at 6%; with 50% employer match about $492,078 at 4% or $328,052 at 6%; with 100% employer match about $369,058 at 4% or $246,039 at 6%.
2008110$822,501$173,495$17,350iApproximate average salary by contribution assumption: employee only about $433,738 at 4% or $289,158 at 6%; with 50% employer match about $289,158 at 4% or $192,772 at 6%; with 100% employer match about $216,869 at 4% or $144,579 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-10$822,501$173,495$17,350iApproximate average salary by contribution assumption: employee only about $433,738 at 4% or $289,158 at 6%; with 50% employer match about $289,158 at 4% or $192,772 at 6%; with 100% employer match about $216,869 at 4% or $144,579 at 6%.
200618$713,152$260,290$32,536iApproximate average salary by contribution assumption: employee only about $813,406 at 4% or $542,271 at 6%; with 50% employer match about $542,271 at 4% or $361,514 at 6%; with 100% employer match about $406,703 at 4% or $271,135 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-8$713,152$260,290$32,536iApproximate average salary by contribution assumption: employee only about $813,406 at 4% or $542,271 at 6%; with 50% employer match about $542,271 at 4% or $361,514 at 6%; with 100% employer match about $406,703 at 4% or $271,135 at 6%.
200518$400,612$197,320$24,665iApproximate average salary by contribution assumption: employee only about $616,625 at 4% or $411,083 at 6%; with 50% employer match about $411,083 at 4% or $274,056 at 6%; with 100% employer match about $308,313 at 4% or $205,542 at 6%.
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-8$400,612$197,320$24,665iApproximate average salary by contribution assumption: employee only about $616,625 at 4% or $411,083 at 6%; with 50% employer match about $411,083 at 4% or $274,056 at 6%; with 100% employer match about $308,313 at 4% or $205,542 at 6%.
200410$0$0-
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-0---
200311$212,204$0-
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-1$212,204--
200211$159,963$0-
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-1$159,963--
200114$0$0-
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-4---
200013$260,939$0-
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-3$260,939--
199913$276,024$0-
Sherry, Coleman & Holthouse LLP Money Purchase Pension Plan-3$276,024--