Civic Intelligence

Shepherd Prewett PLLC

Plan context: Shepherd Prewett PLLC Retirement Trust

EIN 47-4639923 • Spring, TX • 9 filings • 2 plans

8765 Spring CypressSte L206Spring, TX 77379
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$4,767,908

2024 Contributions

$80,975

Historical Graphs

Total Assets Over Time

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

$4,767,908$2,383,954$0201620202024YearValue
$4,767,908Latest year 2024

Participants Over Time

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

530201620202024YearValue
5Latest 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
202415$4,767,908$80,975$16,195iApproximate average salary by contribution assumption: employee only about $404,875 at 4% or $269,917 at 6%; with 50% employer match about $269,917 at 4% or $179,944 at 6%; with 100% employer match about $202,438 at 4% or $134,958 at 6%.
Shepherd Prewett PLLC Retirement Trust-5$4,767,908$80,975$16,195iApproximate average salary by contribution assumption: employee only about $404,875 at 4% or $269,917 at 6%; with 50% employer match about $269,917 at 4% or $179,944 at 6%; with 100% employer match about $202,438 at 4% or $134,958 at 6%.
202315$4,266,089$82,976$16,595iApproximate average salary by contribution assumption: employee only about $414,880 at 4% or $276,587 at 6%; with 50% employer match about $276,587 at 4% or $184,391 at 6%; with 100% employer match about $207,440 at 4% or $138,293 at 6%.
Shepherd Prewett PLLC Retirement Trust-5$4,266,089$82,976$16,595iApproximate average salary by contribution assumption: employee only about $414,880 at 4% or $276,587 at 6%; with 50% employer match about $276,587 at 4% or $184,391 at 6%; with 100% employer match about $207,440 at 4% or $138,293 at 6%.
202215$3,668,351$87,395$17,479iApproximate average salary by contribution assumption: employee only about $436,975 at 4% or $291,317 at 6%; with 50% employer match about $291,317 at 4% or $194,211 at 6%; with 100% employer match about $218,488 at 4% or $145,658 at 6%.
Shepherd Prewett PLLC Retirement Trust-5$3,668,351$87,395$17,479iApproximate average salary by contribution assumption: employee only about $436,975 at 4% or $291,317 at 6%; with 50% employer match about $291,317 at 4% or $194,211 at 6%; with 100% employer match about $218,488 at 4% or $145,658 at 6%.
202115$4,256,897$104,377$20,875iApproximate average salary by contribution assumption: employee only about $521,885 at 4% or $347,923 at 6%; with 50% employer match about $347,923 at 4% or $231,949 at 6%; with 100% employer match about $260,943 at 4% or $173,962 at 6%.
Shepherd Prewett PLLC Retirement Trust-5$4,256,897$104,377$20,875iApproximate average salary by contribution assumption: employee only about $521,885 at 4% or $347,923 at 6%; with 50% employer match about $347,923 at 4% or $231,949 at 6%; with 100% employer match about $260,943 at 4% or $173,962 at 6%.
202015$3,662,727$101,221$20,244iApproximate average salary by contribution assumption: employee only about $506,105 at 4% or $337,403 at 6%; with 50% employer match about $337,403 at 4% or $224,936 at 6%; with 100% employer match about $253,053 at 4% or $168,702 at 6%.
Shepherd Prewett PLLC Retirement Trust-5$3,662,727$101,221$20,244iApproximate average salary by contribution assumption: employee only about $506,105 at 4% or $337,403 at 6%; with 50% employer match about $337,403 at 4% or $224,936 at 6%; with 100% employer match about $253,053 at 4% or $168,702 at 6%.
201915$3,150,944$97,507$19,501iApproximate average salary by contribution assumption: employee only about $487,535 at 4% or $325,023 at 6%; with 50% employer match about $325,023 at 4% or $216,682 at 6%; with 100% employer match about $243,768 at 4% or $162,512 at 6%.
Shepherd Prewett PLLC Retirement Trust-5$3,150,944$97,507$19,501iApproximate average salary by contribution assumption: employee only about $487,535 at 4% or $325,023 at 6%; with 50% employer match about $325,023 at 4% or $216,682 at 6%; with 100% employer match about $243,768 at 4% or $162,512 at 6%.
201814$2,505,392$91,598$22,900iApproximate average salary by contribution assumption: employee only about $572,488 at 4% or $381,658 at 6%; with 50% employer match about $381,658 at 4% or $254,439 at 6%; with 100% employer match about $286,244 at 4% or $190,829 at 6%.
Shepherd Prewett PLLC Retirement Trust-4$2,505,392$91,598$22,900iApproximate average salary by contribution assumption: employee only about $572,488 at 4% or $381,658 at 6%; with 50% employer match about $381,658 at 4% or $254,439 at 6%; with 100% employer match about $286,244 at 4% or $190,829 at 6%.
201715$2,633,720$51,865$10,373iApproximate average salary by contribution assumption: employee only about $259,325 at 4% or $172,883 at 6%; with 50% employer match about $172,883 at 4% or $115,256 at 6%; with 100% employer match about $129,663 at 4% or $86,442 at 6%.
Shepherd Prewett PLLC Retirement Trust-5$2,633,720$51,865$10,373iApproximate average salary by contribution assumption: employee only about $259,325 at 4% or $172,883 at 6%; with 50% employer match about $172,883 at 4% or $115,256 at 6%; with 100% employer match about $129,663 at 4% or $86,442 at 6%.
201612$2,201,171$2,094,716$1,047,358iApproximate average salary by contribution assumption: employee only about $26,183,950 at 4% or $17,455,967 at 6%; with 50% employer match about $17,455,967 at 4% or $11,637,311 at 6%; with 100% employer match about $13,091,975 at 4% or $8,727,983 at 6%.
Shepherd Prewett PLLC Retirement Trust-2$2,201,171$2,094,716$1,047,358iApproximate average salary by contribution assumption: employee only about $26,183,950 at 4% or $17,455,967 at 6%; with 50% employer match about $17,455,967 at 4% or $11,637,311 at 6%; with 100% employer match about $13,091,975 at 4% or $8,727,983 at 6%.