Civic Intelligence

BRIAN D. SHEPPARD DBA SHEPPARD FAMILY DENTISTRY

Plan context: SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN

EIN 47-2983484 • Half Moon Bay, CA • 12 filings • 3 plans

890 Main St Ste AHalf Moon Bay, CA 94019-2180
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,881,216

2025 Contributions

$46,400

Historical Graphs

Total Assets Over Time

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

$1,952,477$976,239$0201420202025YearValue
$1,881,216Latest year 2025

Participants Over Time

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

950201420202025YearValue
7Latest year 2025

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
202517$1,881,216$46,400$6,629iApproximate average salary by contribution assumption: employee only about $165,714 at 4% or $110,476 at 6%; with 50% employer match about $110,476 at 4% or $73,651 at 6%; with 100% employer match about $82,857 at 4% or $55,238 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-7$1,881,216$46,400$6,629iApproximate average salary by contribution assumption: employee only about $165,714 at 4% or $110,476 at 6%; with 50% employer match about $110,476 at 4% or $73,651 at 6%; with 100% employer match about $82,857 at 4% or $55,238 at 6%.
202416$1,727,592$42,073$7,012iApproximate average salary by contribution assumption: employee only about $175,304 at 4% or $116,869 at 6%; with 50% employer match about $116,869 at 4% or $77,913 at 6%; with 100% employer match about $87,652 at 4% or $58,435 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-6$1,727,592$42,073$7,012iApproximate average salary by contribution assumption: employee only about $175,304 at 4% or $116,869 at 6%; with 50% employer match about $116,869 at 4% or $77,913 at 6%; with 100% employer match about $87,652 at 4% or $58,435 at 6%.
202318$1,522,187$41,460$5,183iApproximate average salary by contribution assumption: employee only about $129,563 at 4% or $86,375 at 6%; with 50% employer match about $86,375 at 4% or $57,583 at 6%; with 100% employer match about $64,781 at 4% or $43,188 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-8$1,522,187$41,460$5,183iApproximate average salary by contribution assumption: employee only about $129,563 at 4% or $86,375 at 6%; with 50% employer match about $86,375 at 4% or $57,583 at 6%; with 100% employer match about $64,781 at 4% or $43,188 at 6%.
202218$1,201,143$42,258$5,282iApproximate average salary by contribution assumption: employee only about $132,056 at 4% or $88,038 at 6%; with 50% employer match about $88,038 at 4% or $58,692 at 6%; with 100% employer match about $66,028 at 4% or $44,019 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-8$1,201,143$42,258$5,282iApproximate average salary by contribution assumption: employee only about $132,056 at 4% or $88,038 at 6%; with 50% employer match about $88,038 at 4% or $58,692 at 6%; with 100% employer match about $66,028 at 4% or $44,019 at 6%.
202119$1,952,477$37,500$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-9$1,952,477$37,500$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
202019$1,660,656$36,050$4,006iApproximate average salary by contribution assumption: employee only about $100,139 at 4% or $66,759 at 6%; with 50% employer match about $66,759 at 4% or $44,506 at 6%; with 100% employer match about $50,069 at 4% or $33,380 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-9$1,660,656$36,050$4,006iApproximate average salary by contribution assumption: employee only about $100,139 at 4% or $66,759 at 6%; with 50% employer match about $66,759 at 4% or $44,506 at 6%; with 100% employer match about $50,069 at 4% or $33,380 at 6%.
201919$1,864,888$34,300$3,811iApproximate average salary by contribution assumption: employee only about $95,278 at 4% or $63,519 at 6%; with 50% employer match about $63,519 at 4% or $42,346 at 6%; with 100% employer match about $47,639 at 4% or $31,759 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-9$1,864,888$34,300$3,811iApproximate average salary by contribution assumption: employee only about $95,278 at 4% or $63,519 at 6%; with 50% employer match about $63,519 at 4% or $42,346 at 6%; with 100% employer match about $47,639 at 4% or $31,759 at 6%.
201819$1,509,739$45,800$5,089iApproximate average salary by contribution assumption: employee only about $127,222 at 4% or $84,815 at 6%; with 50% employer match about $84,815 at 4% or $56,543 at 6%; with 100% employer match about $63,611 at 4% or $42,407 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-9$1,509,739$45,800$5,089iApproximate average salary by contribution assumption: employee only about $127,222 at 4% or $84,815 at 6%; with 50% employer match about $84,815 at 4% or $56,543 at 6%; with 100% employer match about $63,611 at 4% or $42,407 at 6%.
201719$1,605,663$32,294$3,588iApproximate average salary by contribution assumption: employee only about $89,706 at 4% or $59,804 at 6%; with 50% employer match about $59,804 at 4% or $39,869 at 6%; with 100% employer match about $44,853 at 4% or $29,902 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-9$1,605,663$32,294$3,588iApproximate average salary by contribution assumption: employee only about $89,706 at 4% or $59,804 at 6%; with 50% employer match about $59,804 at 4% or $39,869 at 6%; with 100% employer match about $44,853 at 4% or $29,902 at 6%.
201618$1,443,039$60,716$7,590iApproximate average salary by contribution assumption: employee only about $189,738 at 4% or $126,492 at 6%; with 50% employer match about $126,492 at 4% or $84,328 at 6%; with 100% employer match about $94,869 at 4% or $63,246 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN-8$1,443,039$60,716$7,590iApproximate average salary by contribution assumption: employee only about $189,738 at 4% or $126,492 at 6%; with 50% employer match about $126,492 at 4% or $84,328 at 6%; with 100% employer match about $94,869 at 4% or $63,246 at 6%.
201518$1,279,046$14,911$1,864iApproximate average salary by contribution assumption: employee only about $46,597 at 4% or $31,065 at 6%; with 50% employer match about $31,065 at 4% or $20,710 at 6%; with 100% employer match about $23,298 at 4% or $15,532 at 6%.
SHEPPARD FAMILY DENTISTRY RETIREMENT PLAN FORMERLY C. RAY SHEPPARD, D.M.D., INC. PROFIT SHARING PLAN-8$1,279,046$14,911$1,864iApproximate average salary by contribution assumption: employee only about $46,597 at 4% or $31,065 at 6%; with 50% employer match about $31,065 at 4% or $20,710 at 6%; with 100% employer match about $23,298 at 4% or $15,532 at 6%.
201418$1,197,809$65,393$8,174iApproximate average salary by contribution assumption: employee only about $204,353 at 4% or $136,235 at 6%; with 50% employer match about $136,235 at 4% or $90,824 at 6%; with 100% employer match about $102,177 at 4% or $68,118 at 6%.
C. RAY SHEPPARD, D.M.D., INC. PROFIT SHARING PLAN-8$1,197,809$65,393$8,174iApproximate average salary by contribution assumption: employee only about $204,353 at 4% or $136,235 at 6%; with 50% employer match about $136,235 at 4% or $90,824 at 6%; with 100% employer match about $102,177 at 4% or $68,118 at 6%.