J. Shepherd & Company
Plan context: J. Shepherd & Company Retirement Plan
EIN 45-5507638 • 8 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$31,800
2018 Contributions
$300,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| J. Shepherd & Company Retirement Plan | - | 0 | - | - | - |
| 2017 | 1 | 1 | $31,800 | $0 | - |
| J. Shepherd & Company Retirement Plan | - | 1 | $31,800 | - | - |
| 2016 | 1 | 1 | $38,967 | $0 | - |
| J. Shepherd & Company Retirement Plan | - | 1 | $38,967 | - | - |
| 2015 | 1 | 1 | $76,630 | $0 | - |
| J. Shepherd & Company Retirement Plan | - | 1 | $76,630 | - | - |
| 2014 | 1 | 2 | $112,055 | $0 | - |
| J. Shepherd & Company Retirement Plan | - | 2 | $112,055 | - | - |
| 2013 | 1 | 1 | $87,117 | $0 | - |
| J. Shepherd & Company Retirement Plan | - | 1 | $87,117 | - | - |
| 2012 | 2 | 1 | $331,929 | $300,000 | $300,000iApproximate average salary by contribution assumption: employee only about $7,500,000 at 4% or $5,000,000 at 6%; with 50% employer match about $5,000,000 at 4% or $3,333,333 at 6%; with 100% employer match about $3,750,000 at 4% or $2,500,000 at 6%. |
| J. Shepherd & Company Retirement Plan | - | 1 | $249,916 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| J. Shepherd & Company Retirement Plan | - | 1 | $82,013 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |