Civic Intelligence

Rick D. Sherman

Plan context: Rick D. Sherman 401 (K) Plan

EIN 55-0825855 • Phoenix, AZ • 11 filings • 4 plans

22624 N. 54th PlacePhoenix, AZ 85054
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$557,070

2014 Contributions

$21,406

Historical Graphs

Total Assets Over Time

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

$557,070$278,535$0200220092013YearValue
$557,070Latest year 2013

Participants Over Time

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

210200220092013YearValue
1Latest year 2013

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
201410$0$0-
Rick D. Sherman 401 (K) Plan-0$0--
201311$557,070$21,406$21,406iApproximate average salary by contribution assumption: employee only about $535,150 at 4% or $356,767 at 6%; with 50% employer match about $356,767 at 4% or $237,844 at 6%; with 100% employer match about $267,575 at 4% or $178,383 at 6%.
Rick D. Sherman 401 (K) Plan-1$557,070$21,406$21,406iApproximate average salary by contribution assumption: employee only about $535,150 at 4% or $356,767 at 6%; with 50% employer match about $356,767 at 4% or $237,844 at 6%; with 100% employer match about $267,575 at 4% or $178,383 at 6%.
201212$462,291$8,500$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
Rick D. Sherman 401 (K) Plan-2$462,291$8,500$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
201112$426,924$16,900$8,450iApproximate average salary by contribution assumption: employee only about $211,250 at 4% or $140,833 at 6%; with 50% employer match about $140,833 at 4% or $93,889 at 6%; with 100% employer match about $105,625 at 4% or $70,417 at 6%.
Rick D. Sherman 401 (K) Plan-2$426,924$16,900$8,450iApproximate average salary by contribution assumption: employee only about $211,250 at 4% or $140,833 at 6%; with 50% employer match about $140,833 at 4% or $93,889 at 6%; with 100% employer match about $105,625 at 4% or $70,417 at 6%.
201012$396,902$10,900$5,450iApproximate average salary by contribution assumption: employee only about $136,250 at 4% or $90,833 at 6%; with 50% employer match about $90,833 at 4% or $60,556 at 6%; with 100% employer match about $68,125 at 4% or $45,417 at 6%.
Rick D. Sherman 401 (K) Plan-2$396,902$10,900$5,450iApproximate average salary by contribution assumption: employee only about $136,250 at 4% or $90,833 at 6%; with 50% employer match about $90,833 at 4% or $60,556 at 6%; with 100% employer match about $68,125 at 4% or $45,417 at 6%.
200912$274,718$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
Rick D. Sherman 401 (K) Plan-2$274,718$55,000$27,500iApproximate average salary by contribution assumption: employee only about $687,500 at 4% or $458,333 at 6%; with 50% employer match about $458,333 at 4% or $305,556 at 6%; with 100% employer match about $343,750 at 4% or $229,167 at 6%.
200612$125,858$5,650$2,825iApproximate average salary by contribution assumption: employee only about $70,625 at 4% or $47,083 at 6%; with 50% employer match about $47,083 at 4% or $31,389 at 6%; with 100% employer match about $35,313 at 4% or $23,542 at 6%.
Rick D. Sherman 401 (K) Plan-2$125,858$5,650$2,825iApproximate average salary by contribution assumption: employee only about $70,625 at 4% or $47,083 at 6%; with 50% employer match about $47,083 at 4% or $31,389 at 6%; with 100% employer match about $35,313 at 4% or $23,542 at 6%.
200512$112,315$27,016$13,508iApproximate average salary by contribution assumption: employee only about $337,700 at 4% or $225,133 at 6%; with 50% employer match about $225,133 at 4% or $150,089 at 6%; with 100% employer match about $168,850 at 4% or $112,567 at 6%.
Rick D. Sherman 401 (K) Plan-2$112,315$27,016$13,508iApproximate average salary by contribution assumption: employee only about $337,700 at 4% or $225,133 at 6%; with 50% employer match about $225,133 at 4% or $150,089 at 6%; with 100% employer match about $168,850 at 4% or $112,567 at 6%.
200412$81,385$29,341$14,671iApproximate average salary by contribution assumption: employee only about $366,763 at 4% or $244,508 at 6%; with 50% employer match about $244,508 at 4% or $163,006 at 6%; with 100% employer match about $183,381 at 4% or $122,254 at 6%.
Rick D. Sherman 401 (K) Plan-2$81,385$29,341$14,671iApproximate average salary by contribution assumption: employee only about $366,763 at 4% or $244,508 at 6%; with 50% employer match about $244,508 at 4% or $163,006 at 6%; with 100% employer match about $183,381 at 4% or $122,254 at 6%.
200312$46,502$21,723$10,862iApproximate average salary by contribution assumption: employee only about $271,538 at 4% or $181,025 at 6%; with 50% employer match about $181,025 at 4% or $120,683 at 6%; with 100% employer match about $135,769 at 4% or $90,513 at 6%.
Rick D. Sherman 401 (K) Plan-2$46,502$21,723$10,862iApproximate average salary by contribution assumption: employee only about $271,538 at 4% or $181,025 at 6%; with 50% employer match about $181,025 at 4% or $120,683 at 6%; with 100% employer match about $135,769 at 4% or $90,513 at 6%.
200212$17,723$18,095$9,048iApproximate average salary by contribution assumption: employee only about $226,188 at 4% or $150,792 at 6%; with 50% employer match about $150,792 at 4% or $100,528 at 6%; with 100% employer match about $113,094 at 4% or $75,396 at 6%.
Rick D. Sherman 401 (K) Plan-2$17,723$18,095$9,048iApproximate average salary by contribution assumption: employee only about $226,188 at 4% or $150,792 at 6%; with 50% employer match about $150,792 at 4% or $100,528 at 6%; with 100% employer match about $113,094 at 4% or $75,396 at 6%.