Civic Intelligence

Sherman & Company Holdings LLC

Plan context: Sherman & Company Holdings LLC Profit Sharing Plan

EIN 52-2384335 • Charlotte, NC • 20 filings • 3 plans

One Fairview Center,6302 Fairview Road, Suite 309Charlotte, NC 28210
Current Snapshot

Latest Year

2024

2024 Participants

26

2024 Assets

$8,581,798

2024 Contributions

$905,967

Historical Graphs

Total Assets Over Time

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

$8,581,798$4,290,899$0200520152024YearValue
$8,581,798Latest year 2024

Participants Over Time

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

26130200520152024YearValue
26Latest 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
2024126$8,581,798$905,967$34,845iApproximate average salary by contribution assumption: employee only about $871,122 at 4% or $580,748 at 6%; with 50% employer match about $580,748 at 4% or $387,165 at 6%; with 100% employer match about $435,561 at 4% or $290,374 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-26$8,581,798$905,967$34,845iApproximate average salary by contribution assumption: employee only about $871,122 at 4% or $580,748 at 6%; with 50% employer match about $580,748 at 4% or $387,165 at 6%; with 100% employer match about $435,561 at 4% or $290,374 at 6%.
2023124$6,960,202$474,482$19,770iApproximate average salary by contribution assumption: employee only about $494,252 at 4% or $329,501 at 6%; with 50% employer match about $329,501 at 4% or $219,668 at 6%; with 100% employer match about $247,126 at 4% or $164,751 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-24$6,960,202$474,482$19,770iApproximate average salary by contribution assumption: employee only about $494,252 at 4% or $329,501 at 6%; with 50% employer match about $329,501 at 4% or $219,668 at 6%; with 100% employer match about $247,126 at 4% or $164,751 at 6%.
2022122$5,638,238$345,693$15,713iApproximate average salary by contribution assumption: employee only about $392,833 at 4% or $261,889 at 6%; with 50% employer match about $261,889 at 4% or $174,592 at 6%; with 100% employer match about $196,416 at 4% or $130,944 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-22$5,638,238$345,693$15,713iApproximate average salary by contribution assumption: employee only about $392,833 at 4% or $261,889 at 6%; with 50% employer match about $261,889 at 4% or $174,592 at 6%; with 100% employer match about $196,416 at 4% or $130,944 at 6%.
2021120$6,974,855$338,035$16,902iApproximate average salary by contribution assumption: employee only about $422,544 at 4% or $281,696 at 6%; with 50% employer match about $281,696 at 4% or $187,797 at 6%; with 100% employer match about $211,272 at 4% or $140,848 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-20$6,974,855$338,035$16,902iApproximate average salary by contribution assumption: employee only about $422,544 at 4% or $281,696 at 6%; with 50% employer match about $281,696 at 4% or $187,797 at 6%; with 100% employer match about $211,272 at 4% or $140,848 at 6%.
2020118$6,046,053$421,081$23,393iApproximate average salary by contribution assumption: employee only about $584,835 at 4% or $389,890 at 6%; with 50% employer match about $389,890 at 4% or $259,927 at 6%; with 100% employer match about $292,417 at 4% or $194,945 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-18$6,046,053$421,081$23,393iApproximate average salary by contribution assumption: employee only about $584,835 at 4% or $389,890 at 6%; with 50% employer match about $389,890 at 4% or $259,927 at 6%; with 100% employer match about $292,417 at 4% or $194,945 at 6%.
2019115$4,966,640$379,229$25,282iApproximate average salary by contribution assumption: employee only about $632,048 at 4% or $421,366 at 6%; with 50% employer match about $421,366 at 4% or $280,910 at 6%; with 100% employer match about $316,024 at 4% or $210,683 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-15$4,966,640$379,229$25,282iApproximate average salary by contribution assumption: employee only about $632,048 at 4% or $421,366 at 6%; with 50% employer match about $421,366 at 4% or $280,910 at 6%; with 100% employer match about $316,024 at 4% or $210,683 at 6%.
2018116$3,811,100$388,482$24,280iApproximate average salary by contribution assumption: employee only about $607,003 at 4% or $404,669 at 6%; with 50% employer match about $404,669 at 4% or $269,779 at 6%; with 100% employer match about $303,502 at 4% or $202,334 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-16$3,811,100$388,482$24,280iApproximate average salary by contribution assumption: employee only about $607,003 at 4% or $404,669 at 6%; with 50% employer match about $404,669 at 4% or $269,779 at 6%; with 100% employer match about $303,502 at 4% or $202,334 at 6%.
2017117$3,699,864$282,613$16,624iApproximate average salary by contribution assumption: employee only about $415,607 at 4% or $277,072 at 6%; with 50% employer match about $277,072 at 4% or $184,714 at 6%; with 100% employer match about $207,804 at 4% or $138,536 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-17$3,699,864$282,613$16,624iApproximate average salary by contribution assumption: employee only about $415,607 at 4% or $277,072 at 6%; with 50% employer match about $277,072 at 4% or $184,714 at 6%; with 100% employer match about $207,804 at 4% or $138,536 at 6%.
2016116$3,124,793$344,902$21,556iApproximate average salary by contribution assumption: employee only about $538,909 at 4% or $359,273 at 6%; with 50% employer match about $359,273 at 4% or $239,515 at 6%; with 100% employer match about $269,455 at 4% or $179,636 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-16$3,124,793$344,902$21,556iApproximate average salary by contribution assumption: employee only about $538,909 at 4% or $359,273 at 6%; with 50% employer match about $359,273 at 4% or $239,515 at 6%; with 100% employer match about $269,455 at 4% or $179,636 at 6%.
2015116$2,672,777$459,608$28,726iApproximate average salary by contribution assumption: employee only about $718,138 at 4% or $478,758 at 6%; with 50% employer match about $478,758 at 4% or $319,172 at 6%; with 100% employer match about $359,069 at 4% or $239,379 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-16$2,672,777$459,608$28,726iApproximate average salary by contribution assumption: employee only about $718,138 at 4% or $478,758 at 6%; with 50% employer match about $478,758 at 4% or $319,172 at 6%; with 100% employer match about $359,069 at 4% or $239,379 at 6%.
2014117$2,356,994$482,355$28,374iApproximate average salary by contribution assumption: employee only about $709,346 at 4% or $472,897 at 6%; with 50% employer match about $472,897 at 4% or $315,265 at 6%; with 100% employer match about $354,673 at 4% or $236,449 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-17$2,356,994$482,355$28,374iApproximate average salary by contribution assumption: employee only about $709,346 at 4% or $472,897 at 6%; with 50% employer match about $472,897 at 4% or $315,265 at 6%; with 100% employer match about $354,673 at 4% or $236,449 at 6%.
2013115$1,812,927$227,817$15,188iApproximate average salary by contribution assumption: employee only about $379,695 at 4% or $253,130 at 6%; with 50% employer match about $253,130 at 4% or $168,753 at 6%; with 100% employer match about $189,848 at 4% or $126,565 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-15$1,812,927$227,817$15,188iApproximate average salary by contribution assumption: employee only about $379,695 at 4% or $253,130 at 6%; with 50% employer match about $253,130 at 4% or $168,753 at 6%; with 100% employer match about $189,848 at 4% or $126,565 at 6%.
2012111$1,566,389$296,530$26,957iApproximate average salary by contribution assumption: employee only about $673,932 at 4% or $449,288 at 6%; with 50% employer match about $449,288 at 4% or $299,525 at 6%; with 100% employer match about $336,966 at 4% or $224,644 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-11$1,566,389$296,530$26,957iApproximate average salary by contribution assumption: employee only about $673,932 at 4% or $449,288 at 6%; with 50% employer match about $449,288 at 4% or $299,525 at 6%; with 100% employer match about $336,966 at 4% or $224,644 at 6%.
2011110$1,195,966$254,757$25,476iApproximate average salary by contribution assumption: employee only about $636,893 at 4% or $424,595 at 6%; with 50% employer match about $424,595 at 4% or $283,063 at 6%; with 100% employer match about $318,446 at 4% or $212,298 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-10$1,195,966$254,757$25,476iApproximate average salary by contribution assumption: employee only about $636,893 at 4% or $424,595 at 6%; with 50% employer match about $424,595 at 4% or $283,063 at 6%; with 100% employer match about $318,446 at 4% or $212,298 at 6%.
2010110$1,022,941$349,735$34,974iApproximate average salary by contribution assumption: employee only about $874,338 at 4% or $582,892 at 6%; with 50% employer match about $582,892 at 4% or $388,594 at 6%; with 100% employer match about $437,169 at 4% or $291,446 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-10$1,022,941$349,735$34,974iApproximate average salary by contribution assumption: employee only about $874,338 at 4% or $582,892 at 6%; with 50% employer match about $582,892 at 4% or $388,594 at 6%; with 100% employer match about $437,169 at 4% or $291,446 at 6%.
200919$582,239$20,237$2,249iApproximate average salary by contribution assumption: employee only about $56,214 at 4% or $37,476 at 6%; with 50% employer match about $37,476 at 4% or $24,984 at 6%; with 100% employer match about $28,107 at 4% or $18,738 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-9$582,239$20,237$2,249iApproximate average salary by contribution assumption: employee only about $56,214 at 4% or $37,476 at 6%; with 50% employer match about $37,476 at 4% or $24,984 at 6%; with 100% employer match about $28,107 at 4% or $18,738 at 6%.
200818$446,603$187,192$23,399iApproximate average salary by contribution assumption: employee only about $584,975 at 4% or $389,983 at 6%; with 50% employer match about $389,983 at 4% or $259,989 at 6%; with 100% employer match about $292,488 at 4% or $194,992 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-8$446,603$187,192$23,399iApproximate average salary by contribution assumption: employee only about $584,975 at 4% or $389,983 at 6%; with 50% employer match about $389,983 at 4% or $259,989 at 6%; with 100% employer match about $292,488 at 4% or $194,992 at 6%.
200717$439,774$113,840$16,263iApproximate average salary by contribution assumption: employee only about $406,571 at 4% or $271,048 at 6%; with 50% employer match about $271,048 at 4% or $180,698 at 6%; with 100% employer match about $203,286 at 4% or $135,524 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-7$439,774$113,840$16,263iApproximate average salary by contribution assumption: employee only about $406,571 at 4% or $271,048 at 6%; with 50% employer match about $271,048 at 4% or $180,698 at 6%; with 100% employer match about $203,286 at 4% or $135,524 at 6%.
200616$304,503$147,808$24,635iApproximate average salary by contribution assumption: employee only about $615,867 at 4% or $410,578 at 6%; with 50% employer match about $410,578 at 4% or $273,719 at 6%; with 100% employer match about $307,933 at 4% or $205,289 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-6$304,503$147,808$24,635iApproximate average salary by contribution assumption: employee only about $615,867 at 4% or $410,578 at 6%; with 50% employer match about $410,578 at 4% or $273,719 at 6%; with 100% employer match about $307,933 at 4% or $205,289 at 6%.
200516$136,224$132,974$22,162iApproximate average salary by contribution assumption: employee only about $554,058 at 4% or $369,372 at 6%; with 50% employer match about $369,372 at 4% or $246,248 at 6%; with 100% employer match about $277,029 at 4% or $184,686 at 6%.
Sherman & Company Holdings LLC Profit Sharing Plan-6$136,224$132,974$22,162iApproximate average salary by contribution assumption: employee only about $554,058 at 4% or $369,372 at 6%; with 50% employer match about $369,372 at 4% or $246,248 at 6%; with 100% employer match about $277,029 at 4% or $184,686 at 6%.