Civic Intelligence

Shepard & Associates Inc.

Plan context: Shepard & Associates Inc. 401(K) Plan

EIN 34-1897585 • League City, TX • 9 filings • 1 plans

3201 Mineral Creek CTLeague City, TX 77575
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$509,025

2022 Contributions

$27,780

Historical Graphs

Total Assets Over Time

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

$509,025$254,513$0201420182021YearValue
$509,025Latest year 2021

Participants Over Time

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

740201420182021YearValue
1Latest year 2021

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
202210$0$0-
Shepard & Associates Inc. 401(K) Plan-0$0$0-
202111$509,025$27,780$27,780iApproximate average salary by contribution assumption: employee only about $694,500 at 4% or $463,000 at 6%; with 50% employer match about $463,000 at 4% or $308,667 at 6%; with 100% employer match about $347,250 at 4% or $231,500 at 6%.
Shepard & Associates Inc. 401(K) Plan-1$509,025$27,780$27,780iApproximate average salary by contribution assumption: employee only about $694,500 at 4% or $463,000 at 6%; with 50% employer match about $463,000 at 4% or $308,667 at 6%; with 100% employer match about $347,250 at 4% or $231,500 at 6%.
202015$421,261$80,092$16,018iApproximate average salary by contribution assumption: employee only about $400,460 at 4% or $266,973 at 6%; with 50% employer match about $266,973 at 4% or $177,982 at 6%; with 100% employer match about $200,230 at 4% or $133,487 at 6%.
Shepard & Associates Inc. 401(K) Plan-5$421,261$80,092$16,018iApproximate average salary by contribution assumption: employee only about $400,460 at 4% or $266,973 at 6%; with 50% employer match about $266,973 at 4% or $177,982 at 6%; with 100% employer match about $200,230 at 4% or $133,487 at 6%.
201913$363,272$64,071$21,357iApproximate average salary by contribution assumption: employee only about $533,925 at 4% or $355,950 at 6%; with 50% employer match about $355,950 at 4% or $237,300 at 6%; with 100% employer match about $266,963 at 4% or $177,975 at 6%.
Shepard & Associates Inc. 401(K) Plan-3$363,272$64,071$21,357iApproximate average salary by contribution assumption: employee only about $533,925 at 4% or $355,950 at 6%; with 50% employer match about $355,950 at 4% or $237,300 at 6%; with 100% employer match about $266,963 at 4% or $177,975 at 6%.
201815$263,201$80,801$16,160iApproximate average salary by contribution assumption: employee only about $404,005 at 4% or $269,337 at 6%; with 50% employer match about $269,337 at 4% or $179,558 at 6%; with 100% employer match about $202,003 at 4% or $134,668 at 6%.
Shepard & Associates Inc. 401(K) Plan-5$263,201$80,801$16,160iApproximate average salary by contribution assumption: employee only about $404,005 at 4% or $269,337 at 6%; with 50% employer match about $269,337 at 4% or $179,558 at 6%; with 100% employer match about $202,003 at 4% or $134,668 at 6%.
201713$271,095$78,937$26,312iApproximate average salary by contribution assumption: employee only about $657,808 at 4% or $438,539 at 6%; with 50% employer match about $438,539 at 4% or $292,359 at 6%; with 100% employer match about $328,904 at 4% or $219,269 at 6%.
Shepard & Associates Inc. 401(K) Plan-3$271,095$78,937$26,312iApproximate average salary by contribution assumption: employee only about $657,808 at 4% or $438,539 at 6%; with 50% employer match about $438,539 at 4% or $292,359 at 6%; with 100% employer match about $328,904 at 4% or $219,269 at 6%.
201617$183,911$140,189$20,027iApproximate average salary by contribution assumption: employee only about $500,675 at 4% or $333,783 at 6%; with 50% employer match about $333,783 at 4% or $222,522 at 6%; with 100% employer match about $250,338 at 4% or $166,892 at 6%.
Shepard & Associates Inc. 401(K) Plan-7$183,911$140,189$20,027iApproximate average salary by contribution assumption: employee only about $500,675 at 4% or $333,783 at 6%; with 50% employer match about $333,783 at 4% or $222,522 at 6%; with 100% employer match about $250,338 at 4% or $166,892 at 6%.
201515$306,755$165,650$33,130iApproximate average salary by contribution assumption: employee only about $828,250 at 4% or $552,167 at 6%; with 50% employer match about $552,167 at 4% or $368,111 at 6%; with 100% employer match about $414,125 at 4% or $276,083 at 6%.
Shepard & Associates Inc. 401(K) Plan-5$306,755$165,650$33,130iApproximate average salary by contribution assumption: employee only about $828,250 at 4% or $552,167 at 6%; with 50% employer match about $552,167 at 4% or $368,111 at 6%; with 100% employer match about $414,125 at 4% or $276,083 at 6%.
201414$146,006$146,003$36,501iApproximate average salary by contribution assumption: employee only about $912,519 at 4% or $608,346 at 6%; with 50% employer match about $608,346 at 4% or $405,564 at 6%; with 100% employer match about $456,259 at 4% or $304,173 at 6%.
Shepard & Associates Inc. 401(K) Plan-4$146,006$146,003$36,501iApproximate average salary by contribution assumption: employee only about $912,519 at 4% or $608,346 at 6%; with 50% employer match about $608,346 at 4% or $405,564 at 6%; with 100% employer match about $456,259 at 4% or $304,173 at 6%.