Sharma & Associates Inc.
Plan context: Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust
EIN 52-1941679 • Laurel, MD • 26 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$3,935,822
2024 Contributions
$179,922
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $3,935,822 | $179,922 | $14,994iApproximate average salary by contribution assumption: employee only about $374,838 at 4% or $249,892 at 6%; with 50% employer match about $249,892 at 4% or $166,594 at 6%; with 100% employer match about $187,419 at 4% or $124,946 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 12 | $3,935,822 | $179,922 | $14,994iApproximate average salary by contribution assumption: employee only about $374,838 at 4% or $249,892 at 6%; with 50% employer match about $249,892 at 4% or $166,594 at 6%; with 100% employer match about $187,419 at 4% or $124,946 at 6%. |
| 2023 | 1 | 11 | $3,360,817 | $172,587 | $15,690iApproximate average salary by contribution assumption: employee only about $392,243 at 4% or $261,495 at 6%; with 50% employer match about $261,495 at 4% or $174,330 at 6%; with 100% employer match about $196,122 at 4% or $130,748 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 11 | $3,360,817 | $172,587 | $15,690iApproximate average salary by contribution assumption: employee only about $392,243 at 4% or $261,495 at 6%; with 50% employer match about $261,495 at 4% or $174,330 at 6%; with 100% employer match about $196,122 at 4% or $130,748 at 6%. |
| 2022 | 1 | 9 | $2,736,156 | $80,157 | $8,906iApproximate average salary by contribution assumption: employee only about $222,658 at 4% or $148,439 at 6%; with 50% employer match about $148,439 at 4% or $98,959 at 6%; with 100% employer match about $111,329 at 4% or $74,219 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 9 | $2,736,156 | $80,157 | $8,906iApproximate average salary by contribution assumption: employee only about $222,658 at 4% or $148,439 at 6%; with 50% employer match about $148,439 at 4% or $98,959 at 6%; with 100% employer match about $111,329 at 4% or $74,219 at 6%. |
| 2021 | 1 | 8 | $3,234,195 | $62,000 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 8 | $3,234,195 | $62,000 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| 2020 | 1 | 7 | $2,765,852 | $59,787 | $8,541iApproximate average salary by contribution assumption: employee only about $213,525 at 4% or $142,350 at 6%; with 50% employer match about $142,350 at 4% or $94,900 at 6%; with 100% employer match about $106,763 at 4% or $71,175 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 7 | $2,765,852 | $59,787 | $8,541iApproximate average salary by contribution assumption: employee only about $213,525 at 4% or $142,350 at 6%; with 50% employer match about $142,350 at 4% or $94,900 at 6%; with 100% employer match about $106,763 at 4% or $71,175 at 6%. |
| 2019 | 2 | 8 | $2,353,785 | $93,016 | $11,627iApproximate average salary by contribution assumption: employee only about $290,675 at 4% or $193,783 at 6%; with 50% employer match about $193,783 at 4% or $129,189 at 6%; with 100% employer match about $145,338 at 4% or $96,892 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 8 | $2,353,785 | $93,016 | $11,627iApproximate average salary by contribution assumption: employee only about $290,675 at 4% or $193,783 at 6%; with 50% employer match about $193,783 at 4% or $129,189 at 6%; with 100% employer match about $145,338 at 4% or $96,892 at 6%. |
| SHARMA & ASSOCIATES, INC. CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2018 | 2 | 8 | $3,402,606 | $200,548 | $25,069iApproximate average salary by contribution assumption: employee only about $626,713 at 4% or $417,808 at 6%; with 50% employer match about $417,808 at 4% or $278,539 at 6%; with 100% employer match about $313,356 at 4% or $208,904 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 8 | $1,862,179 | $112,548 | $14,069iApproximate average salary by contribution assumption: employee only about $351,713 at 4% or $234,475 at 6%; with 50% employer match about $234,475 at 4% or $156,317 at 6%; with 100% employer match about $175,856 at 4% or $117,238 at 6%. |
| SHARMA & ASSOCIATES, INC. CASH BALANCE PLAN | - | 7 | $1,540,427 | $88,000 | $12,571iApproximate average salary by contribution assumption: employee only about $314,286 at 4% or $209,524 at 6%; with 50% employer match about $209,524 at 4% or $139,683 at 6%; with 100% employer match about $157,143 at 4% or $104,762 at 6%. |
| 2017 | 2 | 8 | $3,420,140 | $365,613 | $45,702iApproximate average salary by contribution assumption: employee only about $1,142,541 at 4% or $761,694 at 6%; with 50% employer match about $761,694 at 4% or $507,796 at 6%; with 100% employer match about $571,270 at 4% or $380,847 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 8 | $1,909,668 | $115,613 | $14,452iApproximate average salary by contribution assumption: employee only about $361,291 at 4% or $240,860 at 6%; with 50% employer match about $240,860 at 4% or $160,574 at 6%; with 100% employer match about $180,645 at 4% or $120,430 at 6%. |
| SHARMA & ASSOCIATES, INC. CASH BALANCE PLAN | - | 7 | $1,510,472 | $250,000 | $35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%. |
| 2016 | 2 | 7 | $2,722,536 | $389,085 | $55,584iApproximate average salary by contribution assumption: employee only about $1,389,589 at 4% or $926,393 at 6%; with 50% employer match about $926,393 at 4% or $617,595 at 6%; with 100% employer match about $694,795 at 4% or $463,196 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 7 | $1,532,032 | $114,085 | $16,298iApproximate average salary by contribution assumption: employee only about $407,446 at 4% or $271,631 at 6%; with 50% employer match about $271,631 at 4% or $181,087 at 6%; with 100% employer match about $203,723 at 4% or $135,815 at 6%. |
| SHARMA & ASSOCIATES, INC. CASH BALANCE PLAN | - | 6 | $1,190,504 | $275,000 | $45,833iApproximate average salary by contribution assumption: employee only about $1,145,833 at 4% or $763,889 at 6%; with 50% employer match about $763,889 at 4% or $509,259 at 6%; with 100% employer match about $572,917 at 4% or $381,944 at 6%. |
| 2015 | 2 | 8 | $2,208,146 | $388,062 | $48,508iApproximate average salary by contribution assumption: employee only about $1,212,694 at 4% or $808,463 at 6%; with 50% employer match about $808,463 at 4% or $538,975 at 6%; with 100% employer match about $606,347 at 4% or $404,231 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 7 | $1,316,140 | $113,062 | $16,152iApproximate average salary by contribution assumption: employee only about $403,793 at 4% or $269,195 at 6%; with 50% employer match about $269,195 at 4% or $179,463 at 6%; with 100% employer match about $201,896 at 4% or $134,598 at 6%. |
| SHARMA & ASSOCIATES, INC. CASH BALANCE PLAN | - | 8 | $892,006 | $275,000 | $34,375iApproximate average salary by contribution assumption: employee only about $859,375 at 4% or $572,917 at 6%; with 50% employer match about $572,917 at 4% or $381,944 at 6%; with 100% employer match about $429,688 at 4% or $286,458 at 6%. |
| 2014 | 2 | 7 | $1,856,803 | $386,330 | $55,190iApproximate average salary by contribution assumption: employee only about $1,379,750 at 4% or $919,833 at 6%; with 50% employer match about $919,833 at 4% or $613,222 at 6%; with 100% employer match about $689,875 at 4% or $459,917 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 7 | $1,229,163 | $111,330 | $15,904iApproximate average salary by contribution assumption: employee only about $397,607 at 4% or $265,071 at 6%; with 50% employer match about $265,071 at 4% or $176,714 at 6%; with 100% employer match about $198,804 at 4% or $132,536 at 6%. |
| SHARMA & ASSOCIATES, INC. CASH BALANCE PLAN | - | 7 | $627,640 | $275,000 | $39,286iApproximate average salary by contribution assumption: employee only about $982,143 at 4% or $654,762 at 6%; with 50% employer match about $654,762 at 4% or $436,508 at 6%; with 100% employer match about $491,071 at 4% or $327,381 at 6%. |
| 2013 | 2 | 7 | $1,395,418 | $332,726 | $47,532iApproximate average salary by contribution assumption: employee only about $1,188,307 at 4% or $792,205 at 6%; with 50% employer match about $792,205 at 4% or $528,137 at 6%; with 100% employer match about $594,154 at 4% or $396,102 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 7 | $1,051,755 | $107,726 | $15,389iApproximate average salary by contribution assumption: employee only about $384,736 at 4% or $256,490 at 6%; with 50% employer match about $256,490 at 4% or $170,994 at 6%; with 100% employer match about $192,368 at 4% or $128,245 at 6%. |
| SHARMA & ASSOCIATES, INC. CASH BALANCE PLAN | - | 6 | $343,663 | $225,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2012 | 2 | 5 | $949,886 | $224,599 | $44,920iApproximate average salary by contribution assumption: employee only about $1,122,995 at 4% or $748,663 at 6%; with 50% employer match about $748,663 at 4% or $499,109 at 6%; with 100% employer match about $561,498 at 4% or $374,332 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 5 | $831,807 | $106,520 | $21,304iApproximate average salary by contribution assumption: employee only about $532,600 at 4% or $355,067 at 6%; with 50% employer match about $355,067 at 4% or $236,711 at 6%; with 100% employer match about $266,300 at 4% or $177,533 at 6%. |
| SHARMA & ASSOCIATES, INC. CASH BALANCE PLAN | - | 4 | $118,079 | $118,079 | $29,520iApproximate average salary by contribution assumption: employee only about $737,994 at 4% or $491,996 at 6%; with 50% employer match about $491,996 at 4% or $327,997 at 6%; with 100% employer match about $368,997 at 4% or $245,998 at 6%. |
| 2011 | 1 | 5 | $645,263 | $101,168 | $20,234iApproximate average salary by contribution assumption: employee only about $505,840 at 4% or $337,227 at 6%; with 50% employer match about $337,227 at 4% or $224,818 at 6%; with 100% employer match about $252,920 at 4% or $168,613 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 5 | $645,263 | $101,168 | $20,234iApproximate average salary by contribution assumption: employee only about $505,840 at 4% or $337,227 at 6%; with 50% employer match about $337,227 at 4% or $224,818 at 6%; with 100% employer match about $252,920 at 4% or $168,613 at 6%. |
| 2010 | 1 | 5 | $589,173 | $102,069 | $20,414iApproximate average salary by contribution assumption: employee only about $510,345 at 4% or $340,230 at 6%; with 50% employer match about $340,230 at 4% or $226,820 at 6%; with 100% employer match about $255,173 at 4% or $170,115 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 5 | $589,173 | $102,069 | $20,414iApproximate average salary by contribution assumption: employee only about $510,345 at 4% or $340,230 at 6%; with 50% employer match about $340,230 at 4% or $226,820 at 6%; with 100% employer match about $255,173 at 4% or $170,115 at 6%. |
| 2009 | 1 | 5 | $408,785 | $99,526 | $19,905iApproximate average salary by contribution assumption: employee only about $497,630 at 4% or $331,753 at 6%; with 50% employer match about $331,753 at 4% or $221,169 at 6%; with 100% employer match about $248,815 at 4% or $165,877 at 6%. |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 5 | $408,785 | $99,526 | $19,905iApproximate average salary by contribution assumption: employee only about $497,630 at 4% or $331,753 at 6%; with 50% employer match about $331,753 at 4% or $221,169 at 6%; with 100% employer match about $248,815 at 4% or $165,877 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 4 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Sharma & Associates Inc. 401(K) Rate Group Profit Sharing Plan and Trust | - | 3 | - | - | - |