Shepard Capital Management Inc.
Plan context: Shepard Capital Management Inc. Profit Sharing Plan
EIN 33-0935495 • 30 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$18,987
2024 Contributions
$7,026
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $18,987 | $0 | - |
| Shepard Capital Management Inc. Profit Sharing Plan | - | 3 | $18,987 | - | - |
| 2023 | 1 | 3 | $18,906 | $0 | - |
| Shepard Capital Management Inc. Profit Sharing Plan | - | 3 | $18,906 | - | - |
| 2022 | 1 | 3 | $18,846 | $7,026 | $2,342iApproximate average salary by contribution assumption: employee only about $58,550 at 4% or $39,033 at 6%; with 50% employer match about $39,033 at 4% or $26,022 at 6%; with 100% employer match about $29,275 at 4% or $19,517 at 6%. |
| Shepard Capital Management Inc. Profit Sharing Plan | - | 3 | $18,846 | $7,026 | $2,342iApproximate average salary by contribution assumption: employee only about $58,550 at 4% or $39,033 at 6%; with 50% employer match about $39,033 at 4% or $26,022 at 6%; with 100% employer match about $29,275 at 4% or $19,517 at 6%. |
| 2021 | 1 | 3 | $190,169 | $0 | - |
| Shepard Capital Management Inc. Profit Sharing Plan | - | 3 | $190,169 | - | - |
| 2020 | 1 | 3 | $198,925 | $0 | - |
| Shepard Capital Management Inc. Profit Sharing Plan | - | 3 | $198,925 | - | - |
| 2019 | 1 | 4 | $167,236 | $0 | - |
| Shepard Capital Management Inc. Profit Sharing Plan | - | 4 | $167,236 | - | - |
| 2018 | 1 | 4 | $99,924 | $300 | $75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%. |
| Shepard Capital Management Inc. Profit Sharing Plan | - | 4 | $99,924 | $300 | $75iApproximate average salary by contribution assumption: employee only about $1,875 at 4% or $1,250 at 6%; with 50% employer match about $1,250 at 4% or $833 at 6%; with 100% employer match about $938 at 4% or $625 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 0 | - | - | - |
| 2015 | 1 | 0 | $1,000 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 0 | $1,000 | - | - |
| 2014 | 1 | 0 | $1,000 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 0 | $1,000 | - | - |
| 2013 | 1 | 0 | $1,000 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 0 | $1,000 | - | - |
| 2012 | 1 | 0 | $1,000 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 0 | $1,000 | - | - |
| 2011 | 1 | 0 | $1,000 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 0 | $1,000 | - | - |
| 2010 | 1 | 1 | $4,788 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 1 | $4,788 | - | - |
| 2009 | 1 | 1 | $2,426,307 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 1 | $2,426,307 | - | - |
| 2007 | 2 | 2 | $0 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 2 | - | - | - |
| SHEPARD CAPITAL MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2006 | 2 | 2 | $3,643,836 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 2 | $3,638,883 | - | - |
| SHEPARD CAPITAL MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $4,953 | - | - |
| 2005 | 2 | 2 | $3,584,427 | $3,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 2 | $3,579,574 | $2,000 | $1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%. |
| SHEPARD CAPITAL MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $4,853 | $1,000 | $500iApproximate average salary by contribution assumption: employee only about $12,500 at 4% or $8,333 at 6%; with 50% employer match about $8,333 at 4% or $5,556 at 6%; with 100% employer match about $6,250 at 4% or $4,167 at 6%. |
| 2004 | 2 | 2 | $3,779 | $0 | - |
| SHEPARD CAPITAL MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $3,779 | - | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 2 | - | - | - |
| 2003 | 2 | 2 | $0 | $0 | - |
| SHEPARD CAPITAL MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 2 | - | - | - |
| 2002 | 2 | 2 | $0 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 2 | - | - | - |
| SHEPARD CAPITAL MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | - | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Shepard Capital Management Inc. Retirement Savings Plan | - | 2 | - | - | - |
| SHEPARD CAPITAL MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |
| 2000 | 1 | 1 | $0 | $0 | - |
| SHEPARD CAPITOL MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | - | - | - |