Civic Intelligence

Sherman Insurance Agency Inc.

Plan context: Sherman Insurance Retirement Plan

EIN 41-1458024 • St. Paul, MN • 25 filings • 2 plans

120 Bridgepoint Way, Ste CSt. Paul, MN 55075
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$2,752,876

2024 Contributions

$204,143

Historical Graphs

Total Assets Over Time

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

$2,770,477$1,385,239$0200220142024YearValue
$2,752,876Latest year 2024

Participants Over Time

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

28140200120132024YearValue
28Latest 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
2024128$2,752,876$204,143$7,291iApproximate average salary by contribution assumption: employee only about $182,271 at 4% or $121,514 at 6%; with 50% employer match about $121,514 at 4% or $81,009 at 6%; with 100% employer match about $91,135 at 4% or $60,757 at 6%.
Sherman Insurance Retirement Plan-28$2,752,876$204,143$7,291iApproximate average salary by contribution assumption: employee only about $182,271 at 4% or $121,514 at 6%; with 50% employer match about $121,514 at 4% or $81,009 at 6%; with 100% employer match about $91,135 at 4% or $60,757 at 6%.
2023122$2,262,186$203,987$9,272iApproximate average salary by contribution assumption: employee only about $231,803 at 4% or $154,536 at 6%; with 50% employer match about $154,536 at 4% or $103,024 at 6%; with 100% employer match about $115,902 at 4% or $77,268 at 6%.
Sherman Insurance Retirement Plan-22$2,262,186$203,987$9,272iApproximate average salary by contribution assumption: employee only about $231,803 at 4% or $154,536 at 6%; with 50% employer match about $154,536 at 4% or $103,024 at 6%; with 100% employer match about $115,902 at 4% or $77,268 at 6%.
2022125$1,970,330$188,580$7,543iApproximate average salary by contribution assumption: employee only about $188,580 at 4% or $125,720 at 6%; with 50% employer match about $125,720 at 4% or $83,813 at 6%; with 100% employer match about $94,290 at 4% or $62,860 at 6%.
Sherman Insurance Retirement Plan-25$1,970,330$188,580$7,543iApproximate average salary by contribution assumption: employee only about $188,580 at 4% or $125,720 at 6%; with 50% employer match about $125,720 at 4% or $83,813 at 6%; with 100% employer match about $94,290 at 4% or $62,860 at 6%.
2021122$2,770,477$176,011$8,001iApproximate average salary by contribution assumption: employee only about $200,013 at 4% or $133,342 at 6%; with 50% employer match about $133,342 at 4% or $88,894 at 6%; with 100% employer match about $100,006 at 4% or $66,671 at 6%.
Sherman Insurance Retirement Plan-22$2,770,477$176,011$8,001iApproximate average salary by contribution assumption: employee only about $200,013 at 4% or $133,342 at 6%; with 50% employer match about $133,342 at 4% or $88,894 at 6%; with 100% employer match about $100,006 at 4% or $66,671 at 6%.
2020122$2,204,416$155,767$7,080iApproximate average salary by contribution assumption: employee only about $177,008 at 4% or $118,005 at 6%; with 50% employer match about $118,005 at 4% or $78,670 at 6%; with 100% employer match about $88,504 at 4% or $59,003 at 6%.
Sherman Insurance Retirement Plan-22$2,204,416$155,767$7,080iApproximate average salary by contribution assumption: employee only about $177,008 at 4% or $118,005 at 6%; with 50% employer match about $118,005 at 4% or $78,670 at 6%; with 100% employer match about $88,504 at 4% or $59,003 at 6%.
2019118$1,854,252$133,348$7,408iApproximate average salary by contribution assumption: employee only about $185,206 at 4% or $123,470 at 6%; with 50% employer match about $123,470 at 4% or $82,314 at 6%; with 100% employer match about $92,603 at 4% or $61,735 at 6%.
Sherman Insurance Retirement Plan-18$1,854,252$133,348$7,408iApproximate average salary by contribution assumption: employee only about $185,206 at 4% or $123,470 at 6%; with 50% employer match about $123,470 at 4% or $82,314 at 6%; with 100% employer match about $92,603 at 4% or $61,735 at 6%.
2018118$1,394,082$143,565$7,976iApproximate average salary by contribution assumption: employee only about $199,396 at 4% or $132,931 at 6%; with 50% employer match about $132,931 at 4% or $88,620 at 6%; with 100% employer match about $99,698 at 4% or $66,465 at 6%.
Sherman Insurance Retirement Plan-18$1,394,082$143,565$7,976iApproximate average salary by contribution assumption: employee only about $199,396 at 4% or $132,931 at 6%; with 50% employer match about $132,931 at 4% or $88,620 at 6%; with 100% employer match about $99,698 at 4% or $66,465 at 6%.
2017119$1,386,276$246,218$12,959iApproximate average salary by contribution assumption: employee only about $323,971 at 4% or $215,981 at 6%; with 50% employer match about $215,981 at 4% or $143,987 at 6%; with 100% employer match about $161,986 at 4% or $107,990 at 6%.
Sherman Insurance Retirement Plan-19$1,386,276$246,218$12,959iApproximate average salary by contribution assumption: employee only about $323,971 at 4% or $215,981 at 6%; with 50% employer match about $215,981 at 4% or $143,987 at 6%; with 100% employer match about $161,986 at 4% or $107,990 at 6%.
2016111$996,278$63,088$5,735iApproximate average salary by contribution assumption: employee only about $143,382 at 4% or $95,588 at 6%; with 50% employer match about $95,588 at 4% or $63,725 at 6%; with 100% employer match about $71,691 at 4% or $47,794 at 6%.
Sherman Insurance Retirement Plan-11$996,278$63,088$5,735iApproximate average salary by contribution assumption: employee only about $143,382 at 4% or $95,588 at 6%; with 50% employer match about $95,588 at 4% or $63,725 at 6%; with 100% employer match about $71,691 at 4% or $47,794 at 6%.
2015112$882,151$64,618$5,385iApproximate average salary by contribution assumption: employee only about $134,621 at 4% or $89,747 at 6%; with 50% employer match about $89,747 at 4% or $59,831 at 6%; with 100% employer match about $67,310 at 4% or $44,874 at 6%.
Sherman Insurance Retirement Plan-12$882,151$64,618$5,385iApproximate average salary by contribution assumption: employee only about $134,621 at 4% or $89,747 at 6%; with 50% employer match about $89,747 at 4% or $59,831 at 6%; with 100% employer match about $67,310 at 4% or $44,874 at 6%.
2014112$857,139$100,046$8,337iApproximate average salary by contribution assumption: employee only about $208,429 at 4% or $138,953 at 6%; with 50% employer match about $138,953 at 4% or $92,635 at 6%; with 100% employer match about $104,215 at 4% or $69,476 at 6%.
Sherman Insurance Retirement Plan-12$857,139$100,046$8,337iApproximate average salary by contribution assumption: employee only about $208,429 at 4% or $138,953 at 6%; with 50% employer match about $138,953 at 4% or $92,635 at 6%; with 100% employer match about $104,215 at 4% or $69,476 at 6%.
2013112$727,262$62,362$5,197iApproximate average salary by contribution assumption: employee only about $129,921 at 4% or $86,614 at 6%; with 50% employer match about $86,614 at 4% or $57,743 at 6%; with 100% employer match about $64,960 at 4% or $43,307 at 6%.
Sherman Insurance Retirement Plan-12$727,262$62,362$5,197iApproximate average salary by contribution assumption: employee only about $129,921 at 4% or $86,614 at 6%; with 50% employer match about $86,614 at 4% or $57,743 at 6%; with 100% employer match about $64,960 at 4% or $43,307 at 6%.
2012111$531,963$55,705$5,064iApproximate average salary by contribution assumption: employee only about $126,602 at 4% or $84,402 at 6%; with 50% employer match about $84,402 at 4% or $56,268 at 6%; with 100% employer match about $63,301 at 4% or $42,201 at 6%.
Sherman Insurance Retirement Plan-11$531,963$55,705$5,064iApproximate average salary by contribution assumption: employee only about $126,602 at 4% or $84,402 at 6%; with 50% employer match about $84,402 at 4% or $56,268 at 6%; with 100% employer match about $63,301 at 4% or $42,201 at 6%.
2011114$472,389$59,190$4,228iApproximate average salary by contribution assumption: employee only about $105,696 at 4% or $70,464 at 6%; with 50% employer match about $70,464 at 4% or $46,976 at 6%; with 100% employer match about $52,848 at 4% or $35,232 at 6%.
Sherman Insurance Retirement Plan-14$472,389$59,190$4,228iApproximate average salary by contribution assumption: employee only about $105,696 at 4% or $70,464 at 6%; with 50% employer match about $70,464 at 4% or $46,976 at 6%; with 100% employer match about $52,848 at 4% or $35,232 at 6%.
2010116$449,786$61,165$3,823iApproximate average salary by contribution assumption: employee only about $95,570 at 4% or $63,714 at 6%; with 50% employer match about $63,714 at 4% or $42,476 at 6%; with 100% employer match about $47,785 at 4% or $31,857 at 6%.
Sherman Insurance Retirement Plan-16$449,786$61,165$3,823iApproximate average salary by contribution assumption: employee only about $95,570 at 4% or $63,714 at 6%; with 50% employer match about $63,714 at 4% or $42,476 at 6%; with 100% employer match about $47,785 at 4% or $31,857 at 6%.
2009119$357,219$59,236$3,118iApproximate average salary by contribution assumption: employee only about $77,942 at 4% or $51,961 at 6%; with 50% employer match about $51,961 at 4% or $34,641 at 6%; with 100% employer match about $38,971 at 4% or $25,981 at 6%.
Sherman Insurance Retirement Plan-19$357,219$59,236$3,118iApproximate average salary by contribution assumption: employee only about $77,942 at 4% or $51,961 at 6%; with 50% employer match about $51,961 at 4% or $34,641 at 6%; with 100% employer match about $38,971 at 4% or $25,981 at 6%.
2008118$304,198$65,491$3,638iApproximate average salary by contribution assumption: employee only about $90,960 at 4% or $60,640 at 6%; with 50% employer match about $60,640 at 4% or $40,427 at 6%; with 100% employer match about $45,480 at 4% or $30,320 at 6%.
Sherman Insurance Retirement Plan-18$304,198$65,491$3,638iApproximate average salary by contribution assumption: employee only about $90,960 at 4% or $60,640 at 6%; with 50% employer match about $60,640 at 4% or $40,427 at 6%; with 100% employer match about $45,480 at 4% or $30,320 at 6%.
2007119$388,348$70,007$3,685iApproximate average salary by contribution assumption: employee only about $92,114 at 4% or $61,410 at 6%; with 50% employer match about $61,410 at 4% or $40,940 at 6%; with 100% employer match about $46,057 at 4% or $30,705 at 6%.
Sherman Insurance Retirement Plan-19$388,348$70,007$3,685iApproximate average salary by contribution assumption: employee only about $92,114 at 4% or $61,410 at 6%; with 50% employer match about $61,410 at 4% or $40,940 at 6%; with 100% employer match about $46,057 at 4% or $30,705 at 6%.
2006116$0$0-
Sherman Insurance Retirement Plan-16---
2005113$240,325$52,964$4,074iApproximate average salary by contribution assumption: employee only about $101,854 at 4% or $67,903 at 6%; with 50% employer match about $67,903 at 4% or $45,268 at 6%; with 100% employer match about $50,927 at 4% or $33,951 at 6%.
Sherman Insurance Retirement Plan-13$240,325$52,964$4,074iApproximate average salary by contribution assumption: employee only about $101,854 at 4% or $67,903 at 6%; with 50% employer match about $67,903 at 4% or $45,268 at 6%; with 100% employer match about $50,927 at 4% or $33,951 at 6%.
2004216$197,566$59,123$3,695iApproximate average salary by contribution assumption: employee only about $92,380 at 4% or $61,586 at 6%; with 50% employer match about $61,586 at 4% or $41,058 at 6%; with 100% employer match about $46,190 at 4% or $30,793 at 6%.
Sherman Insurance Retirement Plan-16$197,566$56,503$3,531iApproximate average salary by contribution assumption: employee only about $88,286 at 4% or $58,857 at 6%; with 50% employer match about $58,857 at 4% or $39,238 at 6%; with 100% employer match about $44,143 at 4% or $29,429 at 6%.
SHERMAN INSURANCE FLEXIBLE BENEFITS PLAN-7-$2,620$374iApproximate average salary by contribution assumption: employee only about $9,357 at 4% or $6,238 at 6%; with 50% employer match about $6,238 at 4% or $4,159 at 6%; with 100% employer match about $4,679 at 4% or $3,119 at 6%.
2003117$143,510$52,553$3,091iApproximate average salary by contribution assumption: employee only about $77,284 at 4% or $51,523 at 6%; with 50% employer match about $51,523 at 4% or $34,348 at 6%; with 100% employer match about $38,642 at 4% or $25,761 at 6%.
Sherman Insurance Retirement Plan-17$143,510$52,553$3,091iApproximate average salary by contribution assumption: employee only about $77,284 at 4% or $51,523 at 6%; with 50% employer match about $51,523 at 4% or $34,348 at 6%; with 100% employer match about $38,642 at 4% or $25,761 at 6%.
2002116$71,411$41,155$2,572iApproximate average salary by contribution assumption: employee only about $64,305 at 4% or $42,870 at 6%; with 50% employer match about $42,870 at 4% or $28,580 at 6%; with 100% employer match about $32,152 at 4% or $21,435 at 6%.
Sherman Insurance Retirement Plan-16$71,411$41,155$2,572iApproximate average salary by contribution assumption: employee only about $64,305 at 4% or $42,870 at 6%; with 50% employer match about $42,870 at 4% or $28,580 at 6%; with 100% employer match about $32,152 at 4% or $21,435 at 6%.
2001114$0$0-
Sherman Insurance Retirement Plan-14---