Civic Intelligence

Shepherd Insurance Group Inc.

Plan context: Shepherd Insurance Group Inc. 401K Plan

EIN 35-1413705 • Carmel, IN • 12 filings • 3 plans

1200 West Carmel DriveCarmel, IN 46032
Current Snapshot

Latest Year

2010

2010 Participants

75

2010 Assets

$3,408,556

2010 Contributions

$448,402

Historical Graphs

Total Assets Over Time

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

$3,408,556$1,704,278$0199920062010YearValue
$3,408,556Latest year 2010

Participants Over Time

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

75380199920052010YearValue
75Latest year 2010

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
2010175$3,408,556$448,402$5,979iApproximate average salary by contribution assumption: employee only about $149,467 at 4% or $99,645 at 6%; with 50% employer match about $99,645 at 4% or $66,430 at 6%; with 100% employer match about $74,734 at 4% or $49,822 at 6%.
Shepherd Insurance Group Inc. 401K Plan-75$3,408,556$448,402$5,979iApproximate average salary by contribution assumption: employee only about $149,467 at 4% or $99,645 at 6%; with 50% employer match about $99,645 at 4% or $66,430 at 6%; with 100% employer match about $74,734 at 4% or $49,822 at 6%.
2009165$2,738,334$330,040$5,078iApproximate average salary by contribution assumption: employee only about $126,938 at 4% or $84,626 at 6%; with 50% employer match about $84,626 at 4% or $56,417 at 6%; with 100% employer match about $63,469 at 4% or $42,313 at 6%.
Shepherd Insurance Group Inc. 401K Plan-65$2,738,334$330,040$5,078iApproximate average salary by contribution assumption: employee only about $126,938 at 4% or $84,626 at 6%; with 50% employer match about $84,626 at 4% or $56,417 at 6%; with 100% employer match about $63,469 at 4% or $42,313 at 6%.
2008163$1,832,994$770,781$12,235iApproximate average salary by contribution assumption: employee only about $305,865 at 4% or $203,910 at 6%; with 50% employer match about $203,910 at 4% or $135,940 at 6%; with 100% employer match about $152,933 at 4% or $101,955 at 6%.
Shepherd Insurance Group Inc. 401K Plan-63$1,832,994$770,781$12,235iApproximate average salary by contribution assumption: employee only about $305,865 at 4% or $203,910 at 6%; with 50% employer match about $203,910 at 4% or $135,940 at 6%; with 100% employer match about $152,933 at 4% or $101,955 at 6%.
2007157$2,111,940$321,543$5,641iApproximate average salary by contribution assumption: employee only about $141,028 at 4% or $94,018 at 6%; with 50% employer match about $94,018 at 4% or $62,679 at 6%; with 100% employer match about $70,514 at 4% or $47,009 at 6%.
Shepherd Insurance Group Inc. 401K Plan-57$2,111,940$321,543$5,641iApproximate average salary by contribution assumption: employee only about $141,028 at 4% or $94,018 at 6%; with 50% employer match about $94,018 at 4% or $62,679 at 6%; with 100% employer match about $70,514 at 4% or $47,009 at 6%.
2006149$1,836,020$305,598$6,237iApproximate average salary by contribution assumption: employee only about $155,917 at 4% or $103,945 at 6%; with 50% employer match about $103,945 at 4% or $69,297 at 6%; with 100% employer match about $77,959 at 4% or $51,972 at 6%.
Shepherd Insurance Group Inc. 401K Plan-49$1,836,020$305,598$6,237iApproximate average salary by contribution assumption: employee only about $155,917 at 4% or $103,945 at 6%; with 50% employer match about $103,945 at 4% or $69,297 at 6%; with 100% employer match about $77,959 at 4% or $51,972 at 6%.
2005145$1,360,389$273,997$6,089iApproximate average salary by contribution assumption: employee only about $152,221 at 4% or $101,480 at 6%; with 50% employer match about $101,480 at 4% or $67,654 at 6%; with 100% employer match about $76,110 at 4% or $50,740 at 6%.
Shepherd Insurance Group Inc. 401K Plan-45$1,360,389$273,997$6,089iApproximate average salary by contribution assumption: employee only about $152,221 at 4% or $101,480 at 6%; with 50% employer match about $101,480 at 4% or $67,654 at 6%; with 100% employer match about $76,110 at 4% or $50,740 at 6%.
2004139$1,070,989$240,833$6,175iApproximate average salary by contribution assumption: employee only about $154,380 at 4% or $102,920 at 6%; with 50% employer match about $102,920 at 4% or $68,613 at 6%; with 100% employer match about $77,190 at 4% or $51,460 at 6%.
Shepherd Insurance Group Inc. 401K Plan-39$1,070,989$240,833$6,175iApproximate average salary by contribution assumption: employee only about $154,380 at 4% or $102,920 at 6%; with 50% employer match about $102,920 at 4% or $68,613 at 6%; with 100% employer match about $77,190 at 4% or $51,460 at 6%.
2003128$766,975$148,698$5,311iApproximate average salary by contribution assumption: employee only about $132,766 at 4% or $88,511 at 6%; with 50% employer match about $88,511 at 4% or $59,007 at 6%; with 100% employer match about $66,383 at 4% or $44,255 at 6%.
Shepherd Insurance Group Inc. 401K Plan-28$766,975$148,698$5,311iApproximate average salary by contribution assumption: employee only about $132,766 at 4% or $88,511 at 6%; with 50% employer match about $88,511 at 4% or $59,007 at 6%; with 100% employer match about $66,383 at 4% or $44,255 at 6%.
2002127$494,514$134,003$4,963iApproximate average salary by contribution assumption: employee only about $124,077 at 4% or $82,718 at 6%; with 50% employer match about $82,718 at 4% or $55,145 at 6%; with 100% employer match about $62,038 at 4% or $41,359 at 6%.
Shepherd Insurance Group Inc. 401K Plan-27$494,514$134,003$4,963iApproximate average salary by contribution assumption: employee only about $124,077 at 4% or $82,718 at 6%; with 50% employer match about $82,718 at 4% or $55,145 at 6%; with 100% employer match about $62,038 at 4% or $41,359 at 6%.
2001117$0$0-
Shepherd Insurance Group Inc. 401K Plan-17---
2000117$0$0-
Shepherd Insurance Group Inc. 401K Plan-17---
1999111$298,416$104,954$9,541iApproximate average salary by contribution assumption: employee only about $238,532 at 4% or $159,021 at 6%; with 50% employer match about $159,021 at 4% or $106,014 at 6%; with 100% employer match about $119,266 at 4% or $79,511 at 6%.
Shepherd Insurance Group Inc. 401K Plan-11$298,416$104,954$9,541iApproximate average salary by contribution assumption: employee only about $238,532 at 4% or $159,021 at 6%; with 50% employer match about $159,021 at 4% or $106,014 at 6%; with 100% employer match about $119,266 at 4% or $79,511 at 6%.