Sherman & Patterson Ltd.
Plan context: Sherman & Patterson, 401(K) Profit Sharing Plan
EIN 54-2111186 • Maple Plain, MN • 23 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$304,743
2025 Contributions
$31,000
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $304,743 | $31,000 | $10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 3 | $304,743 | $31,000 | $10,333iApproximate average salary by contribution assumption: employee only about $258,333 at 4% or $172,222 at 6%; with 50% employer match about $172,222 at 4% or $114,815 at 6%; with 100% employer match about $129,167 at 4% or $86,111 at 6%. |
| 2024 | 2 | 3 | $2,816,811 | $191,500 | $63,833iApproximate average salary by contribution assumption: employee only about $1,595,833 at 4% or $1,063,889 at 6%; with 50% employer match about $1,063,889 at 4% or $709,259 at 6%; with 100% employer match about $797,917 at 4% or $531,944 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 3 | $2,581,104 | $191,000 | $63,667iApproximate average salary by contribution assumption: employee only about $1,591,667 at 4% or $1,061,111 at 6%; with 50% employer match about $1,061,111 at 4% or $707,407 at 6%; with 100% employer match about $795,833 at 4% or $530,556 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 2 | $235,707 | $500 | $250iApproximate average salary by contribution assumption: employee only about $6,250 at 4% or $4,167 at 6%; with 50% employer match about $4,167 at 4% or $2,778 at 6%; with 100% employer match about $3,125 at 4% or $2,083 at 6%. |
| 2023 | 2 | 3 | $2,288,429 | $303,925 | $101,308iApproximate average salary by contribution assumption: employee only about $2,532,708 at 4% or $1,688,472 at 6%; with 50% employer match about $1,688,472 at 4% or $1,125,648 at 6%; with 100% employer match about $1,266,354 at 4% or $844,236 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 3 | $2,080,811 | $301,225 | $100,408iApproximate average salary by contribution assumption: employee only about $2,510,208 at 4% or $1,673,472 at 6%; with 50% employer match about $1,673,472 at 4% or $1,115,648 at 6%; with 100% employer match about $1,255,104 at 4% or $836,736 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 2 | $207,618 | $2,700 | $1,350iApproximate average salary by contribution assumption: employee only about $33,750 at 4% or $22,500 at 6%; with 50% employer match about $22,500 at 4% or $15,000 at 6%; with 100% employer match about $16,875 at 4% or $11,250 at 6%. |
| 2022 | 2 | 4 | $1,821,056 | $156,916 | $39,229iApproximate average salary by contribution assumption: employee only about $980,725 at 4% or $653,817 at 6%; with 50% employer match about $653,817 at 4% or $435,878 at 6%; with 100% employer match about $490,363 at 4% or $326,908 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 4 | $1,639,417 | $146,616 | $36,654iApproximate average salary by contribution assumption: employee only about $916,350 at 4% or $610,900 at 6%; with 50% employer match about $610,900 at 4% or $407,267 at 6%; with 100% employer match about $458,175 at 4% or $305,450 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 3 | $181,639 | $10,300 | $3,433iApproximate average salary by contribution assumption: employee only about $85,833 at 4% or $57,222 at 6%; with 50% employer match about $57,222 at 4% or $38,148 at 6%; with 100% employer match about $42,917 at 4% or $28,611 at 6%. |
| 2021 | 2 | 4 | $1,949,255 | $10,300 | $2,575iApproximate average salary by contribution assumption: employee only about $64,375 at 4% or $42,917 at 6%; with 50% employer match about $42,917 at 4% or $28,611 at 6%; with 100% employer match about $32,188 at 4% or $21,458 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 4 | $1,749,147 | - | - |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 3 | $200,108 | $10,300 | $3,433iApproximate average salary by contribution assumption: employee only about $85,833 at 4% or $57,222 at 6%; with 50% employer match about $57,222 at 4% or $38,148 at 6%; with 100% employer match about $42,917 at 4% or $28,611 at 6%. |
| 2020 | 2 | 3 | $1,812,659 | $634,000 | $211,333iApproximate average salary by contribution assumption: employee only about $5,283,333 at 4% or $3,522,222 at 6%; with 50% employer match about $3,522,222 at 4% or $2,348,148 at 6%; with 100% employer match about $2,641,667 at 4% or $1,761,111 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 3 | $1,651,169 | $624,000 | $208,000iApproximate average salary by contribution assumption: employee only about $5,200,000 at 4% or $3,466,667 at 6%; with 50% employer match about $3,466,667 at 4% or $2,311,111 at 6%; with 100% employer match about $2,600,000 at 4% or $1,733,333 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 3 | $161,490 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| 2019 | 2 | 3 | $935,811 | $216,942 | $72,314iApproximate average salary by contribution assumption: employee only about $1,807,850 at 4% or $1,205,233 at 6%; with 50% employer match about $1,205,233 at 4% or $803,489 at 6%; with 100% employer match about $903,925 at 4% or $602,617 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 3 | $801,811 | $216,942 | $72,314iApproximate average salary by contribution assumption: employee only about $1,807,850 at 4% or $1,205,233 at 6%; with 50% employer match about $1,205,233 at 4% or $803,489 at 6%; with 100% employer match about $903,925 at 4% or $602,617 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 3 | $134,000 | $0 | - |
| 2018 | 2 | 4 | $2,085,126 | $596,000 | $149,000iApproximate average salary by contribution assumption: employee only about $3,725,000 at 4% or $2,483,333 at 6%; with 50% employer match about $2,483,333 at 4% or $1,655,556 at 6%; with 100% employer match about $1,862,500 at 4% or $1,241,667 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 4 | $1,974,227 | $571,500 | $142,875iApproximate average salary by contribution assumption: employee only about $3,571,875 at 4% or $2,381,250 at 6%; with 50% employer match about $2,381,250 at 4% or $1,587,500 at 6%; with 100% employer match about $1,785,938 at 4% or $1,190,625 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 3 | $110,899 | $24,500 | $8,167iApproximate average salary by contribution assumption: employee only about $204,167 at 4% or $136,111 at 6%; with 50% employer match about $136,111 at 4% or $90,741 at 6%; with 100% employer match about $102,083 at 4% or $68,056 at 6%. |
| 2017 | 2 | 4 | $1,639,056 | $323,218 | $80,805iApproximate average salary by contribution assumption: employee only about $2,020,113 at 4% or $1,346,742 at 6%; with 50% employer match about $1,346,742 at 4% or $897,828 at 6%; with 100% employer match about $1,010,056 at 4% or $673,371 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 4 | $1,398,555 | $247,000 | $61,750iApproximate average salary by contribution assumption: employee only about $1,543,750 at 4% or $1,029,167 at 6%; with 50% employer match about $1,029,167 at 4% or $686,111 at 6%; with 100% employer match about $771,875 at 4% or $514,583 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 4 | $240,501 | $76,218 | $19,055iApproximate average salary by contribution assumption: employee only about $476,363 at 4% or $317,575 at 6%; with 50% employer match about $317,575 at 4% or $211,717 at 6%; with 100% employer match about $238,181 at 4% or $158,788 at 6%. |
| 2016 | 2 | 5 | $1,255,999 | $391,262 | $78,252iApproximate average salary by contribution assumption: employee only about $1,956,310 at 4% or $1,304,207 at 6%; with 50% employer match about $1,304,207 at 4% or $869,471 at 6%; with 100% employer match about $978,155 at 4% or $652,103 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 4 | $1,095,441 | $295,000 | $73,750iApproximate average salary by contribution assumption: employee only about $1,843,750 at 4% or $1,229,167 at 6%; with 50% employer match about $1,229,167 at 4% or $819,444 at 6%; with 100% employer match about $921,875 at 4% or $614,583 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 5 | $160,558 | $96,262 | $19,252iApproximate average salary by contribution assumption: employee only about $481,310 at 4% or $320,873 at 6%; with 50% employer match about $320,873 at 4% or $213,916 at 6%; with 100% employer match about $240,655 at 4% or $160,437 at 6%. |
| 2015 | 2 | 4 | $826,912 | $545,723 | $136,431iApproximate average salary by contribution assumption: employee only about $3,410,769 at 4% or $2,273,846 at 6%; with 50% employer match about $2,273,846 at 4% or $1,515,897 at 6%; with 100% employer match about $1,705,384 at 4% or $1,136,923 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 4 | $736,337 | $467,000 | $116,750iApproximate average salary by contribution assumption: employee only about $2,918,750 at 4% or $1,945,833 at 6%; with 50% employer match about $1,945,833 at 4% or $1,297,222 at 6%; with 100% employer match about $1,459,375 at 4% or $972,917 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 3 | $90,575 | $78,723 | $26,241iApproximate average salary by contribution assumption: employee only about $656,025 at 4% or $437,350 at 6%; with 50% employer match about $437,350 at 4% or $291,567 at 6%; with 100% employer match about $328,013 at 4% or $218,675 at 6%. |
| 2014 | 2 | 4 | $276,276 | $279,947 | $69,987iApproximate average salary by contribution assumption: employee only about $1,749,669 at 4% or $1,166,446 at 6%; with 50% employer match about $1,166,446 at 4% or $777,631 at 6%; with 100% employer match about $874,834 at 4% or $583,223 at 6%. |
| SHERMAN & PATTERSON CASH BALANCE PLAN | - | 4 | $264,040 | $268,000 | $67,000iApproximate average salary by contribution assumption: employee only about $1,675,000 at 4% or $1,116,667 at 6%; with 50% employer match about $1,116,667 at 4% or $744,444 at 6%; with 100% employer match about $837,500 at 4% or $558,333 at 6%. |
| Sherman & Patterson, 401(K) Profit Sharing Plan | - | 1 | $12,236 | $11,947 | $11,947iApproximate average salary by contribution assumption: employee only about $298,675 at 4% or $199,117 at 6%; with 50% employer match about $199,117 at 4% or $132,744 at 6%; with 100% employer match about $149,338 at 4% or $99,558 at 6%. |