Civic Intelligence

Sheppard, Morgan & Schwaab, Inc.

Plan context: Sheppard, Morgan & Schwaab Inc Profit Sharing

EIN 37-0894659 • Alton, IL • 26 filings • 4 plans

215 Market StreetAlton, IL 62002
Current Snapshot

Latest Year

2024

2024 Participants

31

2024 Assets

$9,973,917

2024 Contributions

$569,023

Historical Graphs

Total Assets Over Time

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

$10,107,867$5,053,934$0199920122024YearValue
$9,973,917Latest year 2024

Participants Over Time

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

37190199920122024YearValue
31Latest 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
2024131$9,973,917$569,023$18,356iApproximate average salary by contribution assumption: employee only about $458,890 at 4% or $305,926 at 6%; with 50% employer match about $305,926 at 4% or $203,951 at 6%; with 100% employer match about $229,445 at 4% or $152,963 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-31$9,973,917$569,023$18,356iApproximate average salary by contribution assumption: employee only about $458,890 at 4% or $305,926 at 6%; with 50% employer match about $305,926 at 4% or $203,951 at 6%; with 100% employer match about $229,445 at 4% or $152,963 at 6%.
2023128$8,714,072$417,249$14,902iApproximate average salary by contribution assumption: employee only about $372,544 at 4% or $248,363 at 6%; with 50% employer match about $248,363 at 4% or $165,575 at 6%; with 100% employer match about $186,272 at 4% or $124,181 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-28$8,714,072$417,249$14,902iApproximate average salary by contribution assumption: employee only about $372,544 at 4% or $248,363 at 6%; with 50% employer match about $248,363 at 4% or $165,575 at 6%; with 100% employer match about $186,272 at 4% or $124,181 at 6%.
2022128$8,680,538$419,367$14,977iApproximate average salary by contribution assumption: employee only about $374,435 at 4% or $249,623 at 6%; with 50% employer match about $249,623 at 4% or $166,415 at 6%; with 100% employer match about $187,217 at 4% or $124,812 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-28$8,680,538$419,367$14,977iApproximate average salary by contribution assumption: employee only about $374,435 at 4% or $249,623 at 6%; with 50% employer match about $249,623 at 4% or $166,415 at 6%; with 100% employer match about $187,217 at 4% or $124,812 at 6%.
2021126$10,107,867$392,104$15,081iApproximate average salary by contribution assumption: employee only about $377,023 at 4% or $251,349 at 6%; with 50% employer match about $251,349 at 4% or $167,566 at 6%; with 100% employer match about $188,512 at 4% or $125,674 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-26$10,107,867$392,104$15,081iApproximate average salary by contribution assumption: employee only about $377,023 at 4% or $251,349 at 6%; with 50% employer match about $251,349 at 4% or $167,566 at 6%; with 100% employer match about $188,512 at 4% or $125,674 at 6%.
2020123$8,512,391$284,085$12,352iApproximate average salary by contribution assumption: employee only about $308,788 at 4% or $205,859 at 6%; with 50% employer match about $205,859 at 4% or $137,239 at 6%; with 100% employer match about $154,394 at 4% or $102,929 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-23$8,512,391$284,085$12,352iApproximate average salary by contribution assumption: employee only about $308,788 at 4% or $205,859 at 6%; with 50% employer match about $205,859 at 4% or $137,239 at 6%; with 100% employer match about $154,394 at 4% or $102,929 at 6%.
2019123$7,024,111$426,160$18,529iApproximate average salary by contribution assumption: employee only about $463,217 at 4% or $308,812 at 6%; with 50% employer match about $308,812 at 4% or $205,874 at 6%; with 100% employer match about $231,609 at 4% or $154,406 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-23$7,024,111$426,160$18,529iApproximate average salary by contribution assumption: employee only about $463,217 at 4% or $308,812 at 6%; with 50% employer match about $308,812 at 4% or $205,874 at 6%; with 100% employer match about $231,609 at 4% or $154,406 at 6%.
2018123$5,296,052$220,013$9,566iApproximate average salary by contribution assumption: employee only about $239,145 at 4% or $159,430 at 6%; with 50% employer match about $159,430 at 4% or $106,286 at 6%; with 100% employer match about $119,572 at 4% or $79,715 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-23$5,296,052$220,013$9,566iApproximate average salary by contribution assumption: employee only about $239,145 at 4% or $159,430 at 6%; with 50% employer match about $159,430 at 4% or $106,286 at 6%; with 100% employer match about $119,572 at 4% or $79,715 at 6%.
2017124$5,217,363$323,514$13,480iApproximate average salary by contribution assumption: employee only about $336,994 at 4% or $224,663 at 6%; with 50% employer match about $224,663 at 4% or $149,775 at 6%; with 100% employer match about $168,497 at 4% or $112,331 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-24$5,217,363$323,514$13,480iApproximate average salary by contribution assumption: employee only about $336,994 at 4% or $224,663 at 6%; with 50% employer match about $224,663 at 4% or $149,775 at 6%; with 100% employer match about $168,497 at 4% or $112,331 at 6%.
2016125$4,128,464$328,027$13,121iApproximate average salary by contribution assumption: employee only about $328,027 at 4% or $218,685 at 6%; with 50% employer match about $218,685 at 4% or $145,790 at 6%; with 100% employer match about $164,014 at 4% or $109,342 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-25$4,128,464$328,027$13,121iApproximate average salary by contribution assumption: employee only about $328,027 at 4% or $218,685 at 6%; with 50% employer match about $218,685 at 4% or $145,790 at 6%; with 100% employer match about $164,014 at 4% or $109,342 at 6%.
2015124$4,587,974$330,292$13,762iApproximate average salary by contribution assumption: employee only about $344,054 at 4% or $229,369 at 6%; with 50% employer match about $229,369 at 4% or $152,913 at 6%; with 100% employer match about $172,027 at 4% or $114,685 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-24$4,587,974$330,292$13,762iApproximate average salary by contribution assumption: employee only about $344,054 at 4% or $229,369 at 6%; with 50% employer match about $229,369 at 4% or $152,913 at 6%; with 100% employer match about $172,027 at 4% or $114,685 at 6%.
2014124$4,503,622$283,401$11,808iApproximate average salary by contribution assumption: employee only about $295,209 at 4% or $196,806 at 6%; with 50% employer match about $196,806 at 4% or $131,204 at 6%; with 100% employer match about $147,605 at 4% or $98,403 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-24$4,503,622$283,401$11,808iApproximate average salary by contribution assumption: employee only about $295,209 at 4% or $196,806 at 6%; with 50% employer match about $196,806 at 4% or $131,204 at 6%; with 100% employer match about $147,605 at 4% or $98,403 at 6%.
2013127$3,964,466$290,022$10,742iApproximate average salary by contribution assumption: employee only about $268,539 at 4% or $179,026 at 6%; with 50% employer match about $179,026 at 4% or $119,351 at 6%; with 100% employer match about $134,269 at 4% or $89,513 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-27$3,964,466$290,022$10,742iApproximate average salary by contribution assumption: employee only about $268,539 at 4% or $179,026 at 6%; with 50% employer match about $179,026 at 4% or $119,351 at 6%; with 100% employer match about $134,269 at 4% or $89,513 at 6%.
2012130$3,890,900$286,521$9,551iApproximate average salary by contribution assumption: employee only about $238,768 at 4% or $159,178 at 6%; with 50% employer match about $159,178 at 4% or $106,119 at 6%; with 100% employer match about $119,384 at 4% or $79,589 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-30$3,890,900$286,521$9,551iApproximate average salary by contribution assumption: employee only about $238,768 at 4% or $159,178 at 6%; with 50% employer match about $159,178 at 4% or $106,119 at 6%; with 100% employer match about $119,384 at 4% or $79,589 at 6%.
2011128$3,246,912$258,859$9,245iApproximate average salary by contribution assumption: employee only about $231,124 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,562 at 4% or $77,041 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-28$3,246,912$258,859$9,245iApproximate average salary by contribution assumption: employee only about $231,124 at 4% or $154,083 at 6%; with 50% employer match about $154,083 at 4% or $102,722 at 6%; with 100% employer match about $115,562 at 4% or $77,041 at 6%.
2010126$3,134,322$235,971$9,076iApproximate average salary by contribution assumption: employee only about $226,895 at 4% or $151,263 at 6%; with 50% employer match about $151,263 at 4% or $100,842 at 6%; with 100% employer match about $113,448 at 4% or $75,632 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-26$3,134,322$235,971$9,076iApproximate average salary by contribution assumption: employee only about $226,895 at 4% or $151,263 at 6%; with 50% employer match about $151,263 at 4% or $100,842 at 6%; with 100% employer match about $113,448 at 4% or $75,632 at 6%.
2009129$2,652,666$226,823$7,821iApproximate average salary by contribution assumption: employee only about $195,537 at 4% or $130,358 at 6%; with 50% employer match about $130,358 at 4% or $86,905 at 6%; with 100% employer match about $97,769 at 4% or $65,179 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-29$2,652,666$226,823$7,821iApproximate average salary by contribution assumption: employee only about $195,537 at 4% or $130,358 at 6%; with 50% employer match about $130,358 at 4% or $86,905 at 6%; with 100% employer match about $97,769 at 4% or $65,179 at 6%.
2008137$2,557,982$217,512$5,879iApproximate average salary by contribution assumption: employee only about $146,968 at 4% or $97,978 at 6%; with 50% employer match about $97,978 at 4% or $65,319 at 6%; with 100% employer match about $73,484 at 4% or $48,989 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-37$2,557,982$217,512$5,879iApproximate average salary by contribution assumption: employee only about $146,968 at 4% or $97,978 at 6%; with 50% employer match about $97,978 at 4% or $65,319 at 6%; with 100% employer match about $73,484 at 4% or $48,989 at 6%.
2007133$0$0-
Sheppard, Morgan & Schwaab Inc Profit Sharing-33---
2006128$2,895,709$188,705$6,739iApproximate average salary by contribution assumption: employee only about $168,487 at 4% or $112,324 at 6%; with 50% employer match about $112,324 at 4% or $74,883 at 6%; with 100% employer match about $84,243 at 4% or $56,162 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-28$2,895,709$188,705$6,739iApproximate average salary by contribution assumption: employee only about $168,487 at 4% or $112,324 at 6%; with 50% employer match about $112,324 at 4% or $74,883 at 6%; with 100% employer match about $84,243 at 4% or $56,162 at 6%.
2005125$2,574,649$132,695$5,308iApproximate average salary by contribution assumption: employee only about $132,695 at 4% or $88,463 at 6%; with 50% employer match about $88,463 at 4% or $58,976 at 6%; with 100% employer match about $66,348 at 4% or $44,232 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-25$2,574,649$132,695$5,308iApproximate average salary by contribution assumption: employee only about $132,695 at 4% or $88,463 at 6%; with 50% employer match about $88,463 at 4% or $58,976 at 6%; with 100% employer match about $66,348 at 4% or $44,232 at 6%.
2004122$2,617,090$133,985$6,090iApproximate average salary by contribution assumption: employee only about $152,256 at 4% or $101,504 at 6%; with 50% employer match about $101,504 at 4% or $67,669 at 6%; with 100% employer match about $76,128 at 4% or $50,752 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-22$2,617,090$133,985$6,090iApproximate average salary by contribution assumption: employee only about $152,256 at 4% or $101,504 at 6%; with 50% employer match about $101,504 at 4% or $67,669 at 6%; with 100% employer match about $76,128 at 4% or $50,752 at 6%.
2003121$2,310,298$174,506$8,310iApproximate average salary by contribution assumption: employee only about $207,745 at 4% or $138,497 at 6%; with 50% employer match about $138,497 at 4% or $92,331 at 6%; with 100% employer match about $103,873 at 4% or $69,248 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-21$2,310,298$174,506$8,310iApproximate average salary by contribution assumption: employee only about $207,745 at 4% or $138,497 at 6%; with 50% employer match about $138,497 at 4% or $92,331 at 6%; with 100% employer match about $103,873 at 4% or $69,248 at 6%.
2002120$1,931,152$126,540$6,327iApproximate average salary by contribution assumption: employee only about $158,175 at 4% or $105,450 at 6%; with 50% employer match about $105,450 at 4% or $70,300 at 6%; with 100% employer match about $79,088 at 4% or $52,725 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-20$1,931,152$126,540$6,327iApproximate average salary by contribution assumption: employee only about $158,175 at 4% or $105,450 at 6%; with 50% employer match about $105,450 at 4% or $70,300 at 6%; with 100% employer match about $79,088 at 4% or $52,725 at 6%.
2001121$1,951,439$128,054$6,098iApproximate average salary by contribution assumption: employee only about $152,445 at 4% or $101,630 at 6%; with 50% employer match about $101,630 at 4% or $67,753 at 6%; with 100% employer match about $76,223 at 4% or $50,815 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-21$1,951,439$128,054$6,098iApproximate average salary by contribution assumption: employee only about $152,445 at 4% or $101,630 at 6%; with 50% employer match about $101,630 at 4% or $67,753 at 6%; with 100% employer match about $76,223 at 4% or $50,815 at 6%.
2000123$1,840,193$123,465$5,368iApproximate average salary by contribution assumption: employee only about $134,201 at 4% or $89,467 at 6%; with 50% employer match about $89,467 at 4% or $59,645 at 6%; with 100% employer match about $67,101 at 4% or $44,734 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-23$1,840,193$123,465$5,368iApproximate average salary by contribution assumption: employee only about $134,201 at 4% or $89,467 at 6%; with 50% employer match about $89,467 at 4% or $59,645 at 6%; with 100% employer match about $67,101 at 4% or $44,734 at 6%.
1999119$1,792,549$124,354$6,545iApproximate average salary by contribution assumption: employee only about $163,624 at 4% or $109,082 at 6%; with 50% employer match about $109,082 at 4% or $72,722 at 6%; with 100% employer match about $81,812 at 4% or $54,541 at 6%.
Sheppard, Morgan & Schwaab Inc Profit Sharing-19$1,792,549$124,354$6,545iApproximate average salary by contribution assumption: employee only about $163,624 at 4% or $109,082 at 6%; with 50% employer match about $109,082 at 4% or $72,722 at 6%; with 100% employer match about $81,812 at 4% or $54,541 at 6%.