Civic Intelligence

Sherwin & Associates CPA PLLC

Plan context: Sherwin & Associates CPA PLLC 401(K) Profit Sharing Plan

EIN 46-2925940 • Elmsford, NY • 7 filings • 2 plans

45 Knollwood RoadSuite 203Elmsford, NY 10523
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$769,029

2019 Contributions

$60,298

Historical Graphs

Total Assets Over Time

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

$769,029$384,515$0201320162019YearValue
$769,029Latest year 2019

Participants Over Time

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

740201320162019YearValue
1Latest year 2019

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
201911$769,029$60,298$60,298iApproximate average salary by contribution assumption: employee only about $1,507,450 at 4% or $1,004,967 at 6%; with 50% employer match about $1,004,967 at 4% or $669,978 at 6%; with 100% employer match about $753,725 at 4% or $502,483 at 6%.
Sherwin & Associates CPA PLLC 401(K) Profit Sharing Plan-1$769,029$60,298$60,298iApproximate average salary by contribution assumption: employee only about $1,507,450 at 4% or $1,004,967 at 6%; with 50% employer match about $1,004,967 at 4% or $669,978 at 6%; with 100% employer match about $753,725 at 4% or $502,483 at 6%.
201815$680,459$77,168$15,434iApproximate average salary by contribution assumption: employee only about $385,840 at 4% or $257,227 at 6%; with 50% employer match about $257,227 at 4% or $171,484 at 6%; with 100% employer match about $192,920 at 4% or $128,613 at 6%.
Sherwin & Associates CPA PLLC 401(K) Profit Sharing Plan-5$680,459$77,168$15,434iApproximate average salary by contribution assumption: employee only about $385,840 at 4% or $257,227 at 6%; with 50% employer match about $257,227 at 4% or $171,484 at 6%; with 100% employer match about $192,920 at 4% or $128,613 at 6%.
201715$669,302$74,183$14,837iApproximate average salary by contribution assumption: employee only about $370,915 at 4% or $247,277 at 6%; with 50% employer match about $247,277 at 4% or $164,851 at 6%; with 100% employer match about $185,458 at 4% or $123,638 at 6%.
Sherwin & Associates CPA PLLC 401(K) Profit Sharing Plan-5$669,302$74,183$14,837iApproximate average salary by contribution assumption: employee only about $370,915 at 4% or $247,277 at 6%; with 50% employer match about $247,277 at 4% or $164,851 at 6%; with 100% employer match about $185,458 at 4% or $123,638 at 6%.
201617$515,512$74,025$10,575iApproximate average salary by contribution assumption: employee only about $264,375 at 4% or $176,250 at 6%; with 50% employer match about $176,250 at 4% or $117,500 at 6%; with 100% employer match about $132,188 at 4% or $88,125 at 6%.
Sherwin & Associates CPA PLLC 401(K) Profit Sharing Plan-7$515,512$74,025$10,575iApproximate average salary by contribution assumption: employee only about $264,375 at 4% or $176,250 at 6%; with 50% employer match about $176,250 at 4% or $117,500 at 6%; with 100% employer match about $132,188 at 4% or $88,125 at 6%.
201515$418,982$70,780$14,156iApproximate average salary by contribution assumption: employee only about $353,900 at 4% or $235,933 at 6%; with 50% employer match about $235,933 at 4% or $157,289 at 6%; with 100% employer match about $176,950 at 4% or $117,967 at 6%.
Sherwin & Associates CPA PLLC 401(K) Profit Sharing Plan-5$418,982$70,780$14,156iApproximate average salary by contribution assumption: employee only about $353,900 at 4% or $235,933 at 6%; with 50% employer match about $235,933 at 4% or $157,289 at 6%; with 100% employer match about $176,950 at 4% or $117,967 at 6%.
201416$357,250$338,618$56,436iApproximate average salary by contribution assumption: employee only about $1,410,908 at 4% or $940,606 at 6%; with 50% employer match about $940,606 at 4% or $627,070 at 6%; with 100% employer match about $705,454 at 4% or $470,303 at 6%.
Sherwin & Associates CPA PLLC 401(K) Profit Sharing Plan-6$357,250$338,618$56,436iApproximate average salary by contribution assumption: employee only about $1,410,908 at 4% or $940,606 at 6%; with 50% employer match about $940,606 at 4% or $627,070 at 6%; with 100% employer match about $705,454 at 4% or $470,303 at 6%.
201314$13,243$13,243$3,311iApproximate average salary by contribution assumption: employee only about $82,769 at 4% or $55,179 at 6%; with 50% employer match about $55,179 at 4% or $36,786 at 6%; with 100% employer match about $41,384 at 4% or $27,590 at 6%.
Sherwin & Associates CPA PLLC 401(K) Profit Sharing Plan-4$13,243$13,243$3,311iApproximate average salary by contribution assumption: employee only about $82,769 at 4% or $55,179 at 6%; with 50% employer match about $55,179 at 4% or $36,786 at 6%; with 100% employer match about $41,384 at 4% or $27,590 at 6%.