Civic Intelligence

Edward a Shepherd CPA

Plan context: Edward a Shepherd CPA 401K Psp

EIN 46-1941094 • Murrieta, CA • 2 filings • 1 plans

29995 Technology Dr Ste 304Murrieta, CA 92563-2634
Current Snapshot

Latest Year

2015

2015 Participants

2

2015 Assets

$11,200

2015 Contributions

$200

Historical Graphs

Total Assets Over Time

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

$11,200$5,600$020142015YearValue
$11,200Latest year 2015

Participants Over Time

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

21020142015YearValue
2Latest year 2015

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
201512$11,200$200$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
Edward a Shepherd CPA 401K Psp-2$11,200$200$100iApproximate average salary by contribution assumption: employee only about $2,500 at 4% or $1,667 at 6%; with 50% employer match about $1,667 at 4% or $1,111 at 6%; with 100% employer match about $1,250 at 4% or $833 at 6%.
201412$11,000$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Edward a Shepherd CPA 401K Psp-2$11,000$11,000$5,500iApproximate average salary by contribution assumption: employee only about $137,500 at 4% or $91,667 at 6%; with 50% employer match about $91,667 at 4% or $61,111 at 6%; with 100% employer match about $68,750 at 4% or $45,833 at 6%.
Edward a Shepherd CPA | EIN 46-1941094 | 2015 Form 5500 Company Profile