Civic Intelligence

Sherman, Clay & Co.

Plan context: Amended and Restated Retirement Plan for Sherman, Clay & Company

EIN 35-0260400 • Burlingame, CA • 45 filings • 5 plans

1350 Old Bayshore Highway Suite 800Burlingame, CA 94010
Current Snapshot

Latest Year

2022

2022 Participants

9

2022 Assets

$19,167

2022 Contributions

$2,000,000

Historical Graphs

Total Assets Over Time

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

$24,734,652$12,367,326$0199920102021YearValue
$19,167Latest year 2021

Participants Over Time

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

93470199920102020YearValue
9Latest year 2020

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-
Amended and Restated Retirement Plan for Sherman, Clay & Company-0$0--
202110$19,167$2,000,000-
Amended and Restated Retirement Plan for Sherman, Clay & Company-0$19,167$2,000,000-
202029$13,173,078$278,283$30,920iApproximate average salary by contribution assumption: employee only about $773,008 at 4% or $515,339 at 6%; with 50% employer match about $515,339 at 4% or $343,559 at 6%; with 100% employer match about $386,504 at 4% or $257,669 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-9$13,173,078$200$22iApproximate average salary by contribution assumption: employee only about $556 at 4% or $370 at 6%; with 50% employer match about $370 at 4% or $247 at 6%; with 100% employer match about $278 at 4% or $185 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-0$0$278,083-
2019267$24,734,652$3,140,899$46,879iApproximate average salary by contribution assumption: employee only about $1,171,977 at 4% or $781,318 at 6%; with 50% employer match about $781,318 at 4% or $520,879 at 6%; with 100% employer match about $585,989 at 4% or $390,659 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-13$13,287,566$45,162$3,474iApproximate average salary by contribution assumption: employee only about $86,850 at 4% or $57,900 at 6%; with 50% employer match about $57,900 at 4% or $38,600 at 6%; with 100% employer match about $43,425 at 4% or $28,950 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-67$11,447,086$3,095,737$46,205iApproximate average salary by contribution assumption: employee only about $1,155,126 at 4% or $770,084 at 6%; with 50% employer match about $770,084 at 4% or $513,389 at 6%; with 100% employer match about $577,563 at 4% or $385,042 at 6%.
2018260$18,818,046$253,492$4,225iApproximate average salary by contribution assumption: employee only about $105,622 at 4% or $70,414 at 6%; with 50% employer match about $70,414 at 4% or $46,943 at 6%; with 100% employer match about $52,811 at 4% or $35,207 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-13$11,752,441--
Sherman, Clay & Company 401K Profit Sharing Plan-60$7,065,605$253,492$4,225iApproximate average salary by contribution assumption: employee only about $105,622 at 4% or $70,414 at 6%; with 50% employer match about $70,414 at 4% or $46,943 at 6%; with 100% employer match about $52,811 at 4% or $35,207 at 6%.
2017263$21,078,925$709,824$11,267iApproximate average salary by contribution assumption: employee only about $281,676 at 4% or $187,784 at 6%; with 50% employer match about $187,784 at 4% or $125,189 at 6%; with 100% employer match about $140,838 at 4% or $93,892 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-15$13,619,493$400,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-63$7,459,432$309,824$4,918iApproximate average salary by contribution assumption: employee only about $122,946 at 4% or $81,964 at 6%; with 50% employer match about $81,964 at 4% or $54,643 at 6%; with 100% employer match about $61,473 at 4% or $40,982 at 6%.
2016264$18,689,833$666,061$10,407iApproximate average salary by contribution assumption: employee only about $260,180 at 4% or $173,453 at 6%; with 50% employer match about $173,453 at 4% or $115,636 at 6%; with 100% employer match about $130,090 at 4% or $86,727 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-15$12,081,194$300,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-64$6,608,639$366,061$5,720iApproximate average salary by contribution assumption: employee only about $142,993 at 4% or $95,328 at 6%; with 50% employer match about $95,328 at 4% or $63,552 at 6%; with 100% employer match about $71,496 at 4% or $47,664 at 6%.
2015261$17,864,193$744,919$12,212iApproximate average salary by contribution assumption: employee only about $305,295 at 4% or $203,530 at 6%; with 50% employer match about $203,530 at 4% or $135,687 at 6%; with 100% employer match about $152,647 at 4% or $101,765 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-15$11,928,850$400,000$26,667iApproximate average salary by contribution assumption: employee only about $666,667 at 4% or $444,444 at 6%; with 50% employer match about $444,444 at 4% or $296,296 at 6%; with 100% employer match about $333,333 at 4% or $222,222 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-61$5,935,343$344,919$5,654iApproximate average salary by contribution assumption: employee only about $141,360 at 4% or $94,240 at 6%; with 50% employer match about $94,240 at 4% or $62,827 at 6%; with 100% employer match about $70,680 at 4% or $47,120 at 6%.
2014261$17,786,165$1,088,310$17,841iApproximate average salary by contribution assumption: employee only about $446,029 at 4% or $297,352 at 6%; with 50% employer match about $297,352 at 4% or $198,235 at 6%; with 100% employer match about $223,014 at 4% or $148,676 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-36$11,816,518$400,000$11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-61$5,969,647$688,310$11,284iApproximate average salary by contribution assumption: employee only about $282,094 at 4% or $188,063 at 6%; with 50% employer match about $188,063 at 4% or $125,375 at 6%; with 100% employer match about $141,047 at 4% or $94,031 at 6%.
2013252$17,069,454$822,989$15,827iApproximate average salary by contribution assumption: employee only about $395,668 at 4% or $263,779 at 6%; with 50% employer match about $263,779 at 4% or $175,852 at 6%; with 100% employer match about $197,834 at 4% or $131,889 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-38$11,772,903$400,000$10,526iApproximate average salary by contribution assumption: employee only about $263,158 at 4% or $175,439 at 6%; with 50% employer match about $175,439 at 4% or $116,959 at 6%; with 100% employer match about $131,579 at 4% or $87,719 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-52$5,296,551$422,989$8,134iApproximate average salary by contribution assumption: employee only about $203,360 at 4% or $135,573 at 6%; with 50% employer match about $135,573 at 4% or $90,382 at 6%; with 100% employer match about $101,680 at 4% or $67,787 at 6%.
2012267$15,795,648$914,447$13,648iApproximate average salary by contribution assumption: employee only about $341,212 at 4% or $227,474 at 6%; with 50% employer match about $227,474 at 4% or $151,650 at 6%; with 100% employer match about $170,606 at 4% or $113,737 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-41$10,705,922$461,191$11,249iApproximate average salary by contribution assumption: employee only about $281,214 at 4% or $187,476 at 6%; with 50% employer match about $187,476 at 4% or $124,984 at 6%; with 100% employer match about $140,607 at 4% or $93,738 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-67$5,089,726$453,256$6,765iApproximate average salary by contribution assumption: employee only about $169,125 at 4% or $112,750 at 6%; with 50% employer match about $112,750 at 4% or $75,167 at 6%; with 100% employer match about $84,563 at 4% or $56,375 at 6%.
2011273$13,895,529$862,196$11,811iApproximate average salary by contribution assumption: employee only about $295,273 at 4% or $196,848 at 6%; with 50% employer match about $196,848 at 4% or $131,232 at 6%; with 100% employer match about $147,636 at 4% or $98,424 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-46$9,470,793$382,992$8,326iApproximate average salary by contribution assumption: employee only about $208,148 at 4% or $138,765 at 6%; with 50% employer match about $138,765 at 4% or $92,510 at 6%; with 100% employer match about $104,074 at 4% or $69,383 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-73$4,424,736$479,204$6,564iApproximate average salary by contribution assumption: employee only about $164,111 at 4% or $109,407 at 6%; with 50% employer match about $109,407 at 4% or $72,938 at 6%; with 100% employer match about $82,055 at 4% or $54,704 at 6%.
2010271$13,222,521$709,183$9,988iApproximate average salary by contribution assumption: employee only about $249,712 at 4% or $166,475 at 6%; with 50% employer match about $166,475 at 4% or $110,983 at 6%; with 100% employer match about $124,856 at 4% or $83,237 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-52$9,173,929$393,388$7,565iApproximate average salary by contribution assumption: employee only about $189,129 at 4% or $126,086 at 6%; with 50% employer match about $126,086 at 4% or $84,057 at 6%; with 100% employer match about $94,564 at 4% or $63,043 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-71$4,048,592$315,795$4,448iApproximate average salary by contribution assumption: employee only about $111,195 at 4% or $74,130 at 6%; with 50% employer match about $74,130 at 4% or $49,420 at 6%; with 100% employer match about $55,598 at 4% or $37,065 at 6%.
2009271$11,786,571$738,625$10,403iApproximate average salary by contribution assumption: employee only about $260,079 at 4% or $173,386 at 6%; with 50% employer match about $173,386 at 4% or $115,591 at 6%; with 100% employer match about $130,040 at 4% or $86,693 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-64$8,344,156$417,827$6,529iApproximate average salary by contribution assumption: employee only about $163,214 at 4% or $108,809 at 6%; with 50% employer match about $108,809 at 4% or $72,539 at 6%; with 100% employer match about $81,607 at 4% or $54,405 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-71$3,442,415$320,798$4,518iApproximate average salary by contribution assumption: employee only about $112,957 at 4% or $75,305 at 6%; with 50% employer match about $75,305 at 4% or $50,203 at 6%; with 100% employer match about $56,479 at 4% or $37,652 at 6%.
2008284$10,880,508$1,067,132$12,704iApproximate average salary by contribution assumption: employee only about $317,599 at 4% or $211,733 at 6%; with 50% employer match about $211,733 at 4% or $141,155 at 6%; with 100% employer match about $158,799 at 4% or $105,866 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-81$7,323,140$658,877$8,134iApproximate average salary by contribution assumption: employee only about $203,357 at 4% or $135,571 at 6%; with 50% employer match about $135,571 at 4% or $90,381 at 6%; with 100% employer match about $101,679 at 4% or $67,786 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-84$3,557,368$408,255$4,860iApproximate average salary by contribution assumption: employee only about $121,504 at 4% or $81,003 at 6%; with 50% employer match about $81,003 at 4% or $54,002 at 6%; with 100% employer match about $60,752 at 4% or $40,501 at 6%.
2007293$8,162,862$318,552$3,425iApproximate average salary by contribution assumption: employee only about $85,632 at 4% or $57,088 at 6%; with 50% employer match about $57,088 at 4% or $38,059 at 6%; with 100% employer match about $42,816 at 4% or $28,544 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-93$8,162,862$318,552$3,425iApproximate average salary by contribution assumption: employee only about $85,632 at 4% or $57,088 at 6%; with 50% employer match about $57,088 at 4% or $38,059 at 6%; with 100% employer match about $42,816 at 4% or $28,544 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-90---
2006288$11,898,796$572,616$6,507iApproximate average salary by contribution assumption: employee only about $162,675 at 4% or $108,450 at 6%; with 50% employer match about $108,450 at 4% or $72,300 at 6%; with 100% employer match about $81,338 at 4% or $54,225 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-83$7,885,455$255,253$3,075iApproximate average salary by contribution assumption: employee only about $76,883 at 4% or $51,256 at 6%; with 50% employer match about $51,256 at 4% or $34,170 at 6%; with 100% employer match about $38,442 at 4% or $25,628 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-88$4,013,341$317,363$3,606iApproximate average salary by contribution assumption: employee only about $90,160 at 4% or $60,107 at 6%; with 50% employer match about $60,107 at 4% or $40,071 at 6%; with 100% employer match about $45,080 at 4% or $30,053 at 6%.
2005283$10,895,601$443,631$5,345iApproximate average salary by contribution assumption: employee only about $133,624 at 4% or $89,083 at 6%; with 50% employer match about $89,083 at 4% or $59,388 at 6%; with 100% employer match about $66,812 at 4% or $44,541 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-83$7,005,834$110,260$1,328iApproximate average salary by contribution assumption: employee only about $33,211 at 4% or $22,141 at 6%; with 50% employer match about $22,141 at 4% or $14,760 at 6%; with 100% employer match about $16,605 at 4% or $11,070 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-83$3,889,767$333,371$4,017iApproximate average salary by contribution assumption: employee only about $100,413 at 4% or $66,942 at 6%; with 50% employer match about $66,942 at 4% or $44,628 at 6%; with 100% employer match about $50,206 at 4% or $33,471 at 6%.
2004285$10,709,258$498,001$5,859iApproximate average salary by contribution assumption: employee only about $146,471 at 4% or $97,647 at 6%; with 50% employer match about $97,647 at 4% or $65,098 at 6%; with 100% employer match about $73,235 at 4% or $48,824 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-85$6,960,869$189,227$2,226iApproximate average salary by contribution assumption: employee only about $55,655 at 4% or $37,103 at 6%; with 50% employer match about $37,103 at 4% or $24,736 at 6%; with 100% employer match about $27,827 at 4% or $18,552 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-85$3,748,389$308,774$3,633iApproximate average salary by contribution assumption: employee only about $90,816 at 4% or $60,544 at 6%; with 50% employer match about $60,544 at 4% or $40,363 at 6%; with 100% employer match about $45,408 at 4% or $30,272 at 6%.
2003293$9,961,735$590,018$6,344iApproximate average salary by contribution assumption: employee only about $158,607 at 4% or $105,738 at 6%; with 50% employer match about $105,738 at 4% or $70,492 at 6%; with 100% employer match about $79,303 at 4% or $52,869 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-93$6,460,207$277,136$2,980iApproximate average salary by contribution assumption: employee only about $74,499 at 4% or $49,666 at 6%; with 50% employer match about $49,666 at 4% or $33,111 at 6%; with 100% employer match about $37,249 at 4% or $24,833 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-92$3,501,528$312,882$3,401iApproximate average salary by contribution assumption: employee only about $85,022 at 4% or $56,682 at 6%; with 50% employer match about $56,682 at 4% or $37,788 at 6%; with 100% employer match about $42,511 at 4% or $28,341 at 6%.
2002287$2,783,622$322,780$3,710iApproximate average salary by contribution assumption: employee only about $92,753 at 4% or $61,835 at 6%; with 50% employer match about $61,835 at 4% or $41,223 at 6%; with 100% employer match about $46,376 at 4% or $30,918 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-87$2,783,622$322,780$3,710iApproximate average salary by contribution assumption: employee only about $92,753 at 4% or $61,835 at 6%; with 50% employer match about $61,835 at 4% or $41,223 at 6%; with 100% employer match about $46,376 at 4% or $30,918 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-80---
2001290$8,022,426$560,133$6,224iApproximate average salary by contribution assumption: employee only about $155,593 at 4% or $103,728 at 6%; with 50% employer match about $103,728 at 4% or $69,152 at 6%; with 100% employer match about $77,796 at 4% or $51,864 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-90$5,224,868$221,116$2,457iApproximate average salary by contribution assumption: employee only about $61,421 at 4% or $40,947 at 6%; with 50% employer match about $40,947 at 4% or $27,298 at 6%; with 100% employer match about $30,711 at 4% or $20,474 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-84$2,797,558$339,017$4,036iApproximate average salary by contribution assumption: employee only about $100,898 at 4% or $67,265 at 6%; with 50% employer match about $67,265 at 4% or $44,844 at 6%; with 100% employer match about $50,449 at 4% or $33,633 at 6%.
2000290$2,825,338$367,070$4,079iApproximate average salary by contribution assumption: employee only about $101,964 at 4% or $67,976 at 6%; with 50% employer match about $67,976 at 4% or $45,317 at 6%; with 100% employer match about $50,982 at 4% or $33,988 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-85$2,825,338$367,070$4,318iApproximate average salary by contribution assumption: employee only about $107,962 at 4% or $71,975 at 6%; with 50% employer match about $71,975 at 4% or $47,983 at 6%; with 100% employer match about $53,981 at 4% or $35,987 at 6%.
Amended and Restated Retirement Plan for Sherman, Clay & Company-90---
1999188$3,012,782$300,270$3,412iApproximate average salary by contribution assumption: employee only about $85,304 at 4% or $56,869 at 6%; with 50% employer match about $56,869 at 4% or $37,913 at 6%; with 100% employer match about $42,652 at 4% or $28,435 at 6%.
Sherman, Clay & Company 401K Profit Sharing Plan-88$3,012,782$300,270$3,412iApproximate average salary by contribution assumption: employee only about $85,304 at 4% or $56,869 at 6%; with 50% employer match about $56,869 at 4% or $37,913 at 6%; with 100% employer match about $42,652 at 4% or $28,435 at 6%.