Civic Intelligence

Sherpa LLC

Plan context: Sherpa LLC 401 K Profit Sharing Plan Trust

EIN 56-2269027 • Charlotte, NC • 22 filings • 5 plans

200 Providence Road Suite 101Charlotte, NC 28207
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$2,229,801

2024 Contributions

$211,296

Historical Graphs

Total Assets Over Time

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

$6,750,518$3,375,259$0200420142024YearValue
$2,229,801Latest year 2024

Participants Over Time

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

95480200320142024YearValue
52Latest 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
2024152$2,229,801$211,296$4,063iApproximate average salary by contribution assumption: employee only about $101,585 at 4% or $67,723 at 6%; with 50% employer match about $67,723 at 4% or $45,149 at 6%; with 100% employer match about $50,792 at 4% or $33,862 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-52$2,229,801$211,296$4,063iApproximate average salary by contribution assumption: employee only about $101,585 at 4% or $67,723 at 6%; with 50% employer match about $67,723 at 4% or $45,149 at 6%; with 100% employer match about $50,792 at 4% or $33,862 at 6%.
2023163$4,578,215$311,239$4,940iApproximate average salary by contribution assumption: employee only about $123,508 at 4% or $82,338 at 6%; with 50% employer match about $82,338 at 4% or $54,892 at 6%; with 100% employer match about $61,754 at 4% or $41,169 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-63$4,578,215$311,239$4,940iApproximate average salary by contribution assumption: employee only about $123,508 at 4% or $82,338 at 6%; with 50% employer match about $82,338 at 4% or $54,892 at 6%; with 100% employer match about $61,754 at 4% or $41,169 at 6%.
2022157$4,933,158$211,780$3,715iApproximate average salary by contribution assumption: employee only about $92,886 at 4% or $61,924 at 6%; with 50% employer match about $61,924 at 4% or $41,283 at 6%; with 100% employer match about $46,443 at 4% or $30,962 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-57$4,933,158$211,780$3,715iApproximate average salary by contribution assumption: employee only about $92,886 at 4% or $61,924 at 6%; with 50% employer match about $61,924 at 4% or $41,283 at 6%; with 100% employer match about $46,443 at 4% or $30,962 at 6%.
2021161$6,750,518$245,423$4,023iApproximate average salary by contribution assumption: employee only about $100,583 at 4% or $67,055 at 6%; with 50% employer match about $67,055 at 4% or $44,704 at 6%; with 100% employer match about $50,292 at 4% or $33,528 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-61$6,750,518$245,423$4,023iApproximate average salary by contribution assumption: employee only about $100,583 at 4% or $67,055 at 6%; with 50% employer match about $67,055 at 4% or $44,704 at 6%; with 100% employer match about $50,292 at 4% or $33,528 at 6%.
2020159$5,898,455$243,172$4,122iApproximate average salary by contribution assumption: employee only about $103,039 at 4% or $68,693 at 6%; with 50% employer match about $68,693 at 4% or $45,795 at 6%; with 100% employer match about $51,519 at 4% or $34,346 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-59$5,898,455$243,172$4,122iApproximate average salary by contribution assumption: employee only about $103,039 at 4% or $68,693 at 6%; with 50% employer match about $68,693 at 4% or $45,795 at 6%; with 100% employer match about $51,519 at 4% or $34,346 at 6%.
2019168$4,911,893$386,037$5,677iApproximate average salary by contribution assumption: employee only about $141,925 at 4% or $94,617 at 6%; with 50% employer match about $94,617 at 4% or $63,078 at 6%; with 100% employer match about $70,963 at 4% or $47,308 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-68$4,911,893$386,037$5,677iApproximate average salary by contribution assumption: employee only about $141,925 at 4% or $94,617 at 6%; with 50% employer match about $94,617 at 4% or $63,078 at 6%; with 100% employer match about $70,963 at 4% or $47,308 at 6%.
2018195$4,052,366$301,925$3,178iApproximate average salary by contribution assumption: employee only about $79,454 at 4% or $52,969 at 6%; with 50% employer match about $52,969 at 4% or $35,313 at 6%; with 100% employer match about $39,727 at 4% or $26,485 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-95$4,052,366$301,925$3,178iApproximate average salary by contribution assumption: employee only about $79,454 at 4% or $52,969 at 6%; with 50% employer match about $52,969 at 4% or $35,313 at 6%; with 100% employer match about $39,727 at 4% or $26,485 at 6%.
2017184$4,601,197$328,451$3,910iApproximate average salary by contribution assumption: employee only about $97,753 at 4% or $65,169 at 6%; with 50% employer match about $65,169 at 4% or $43,446 at 6%; with 100% employer match about $48,877 at 4% or $32,584 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-84$4,601,197$328,451$3,910iApproximate average salary by contribution assumption: employee only about $97,753 at 4% or $65,169 at 6%; with 50% employer match about $65,169 at 4% or $43,446 at 6%; with 100% employer match about $48,877 at 4% or $32,584 at 6%.
2016175$3,780,833$405,811$5,411iApproximate average salary by contribution assumption: employee only about $135,270 at 4% or $90,180 at 6%; with 50% employer match about $90,180 at 4% or $60,120 at 6%; with 100% employer match about $67,635 at 4% or $45,090 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-75$3,780,833$405,811$5,411iApproximate average salary by contribution assumption: employee only about $135,270 at 4% or $90,180 at 6%; with 50% employer match about $90,180 at 4% or $60,120 at 6%; with 100% employer match about $67,635 at 4% or $45,090 at 6%.
2015180$3,512,973$358,396$4,480iApproximate average salary by contribution assumption: employee only about $111,999 at 4% or $74,666 at 6%; with 50% employer match about $74,666 at 4% or $49,777 at 6%; with 100% employer match about $55,999 at 4% or $37,333 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-80$3,512,973$358,396$4,480iApproximate average salary by contribution assumption: employee only about $111,999 at 4% or $74,666 at 6%; with 50% employer match about $74,666 at 4% or $49,777 at 6%; with 100% employer match about $55,999 at 4% or $37,333 at 6%.
2014171$3,697,399$354,429$4,992iApproximate average salary by contribution assumption: employee only about $124,799 at 4% or $83,199 at 6%; with 50% employer match about $83,199 at 4% or $55,466 at 6%; with 100% employer match about $62,399 at 4% or $41,600 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-71$3,697,399$354,429$4,992iApproximate average salary by contribution assumption: employee only about $124,799 at 4% or $83,199 at 6%; with 50% employer match about $83,199 at 4% or $55,466 at 6%; with 100% employer match about $62,399 at 4% or $41,600 at 6%.
2013182$3,624,766$452,066$5,513iApproximate average salary by contribution assumption: employee only about $137,825 at 4% or $91,883 at 6%; with 50% employer match about $91,883 at 4% or $61,256 at 6%; with 100% employer match about $68,913 at 4% or $45,942 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-82$3,624,766$452,066$5,513iApproximate average salary by contribution assumption: employee only about $137,825 at 4% or $91,883 at 6%; with 50% employer match about $91,883 at 4% or $61,256 at 6%; with 100% employer match about $68,913 at 4% or $45,942 at 6%.
2012183$3,031,676$433,520$5,223iApproximate average salary by contribution assumption: employee only about $130,578 at 4% or $87,052 at 6%; with 50% employer match about $87,052 at 4% or $58,035 at 6%; with 100% employer match about $65,289 at 4% or $43,526 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-83$3,031,676$433,520$5,223iApproximate average salary by contribution assumption: employee only about $130,578 at 4% or $87,052 at 6%; with 50% employer match about $87,052 at 4% or $58,035 at 6%; with 100% employer match about $65,289 at 4% or $43,526 at 6%.
2011186$2,594,871$538,885$6,266iApproximate average salary by contribution assumption: employee only about $156,653 at 4% or $104,435 at 6%; with 50% employer match about $104,435 at 4% or $69,623 at 6%; with 100% employer match about $78,326 at 4% or $52,218 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-86$2,594,871$538,885$6,266iApproximate average salary by contribution assumption: employee only about $156,653 at 4% or $104,435 at 6%; with 50% employer match about $104,435 at 4% or $69,623 at 6%; with 100% employer match about $78,326 at 4% or $52,218 at 6%.
2010158$2,798,212$454,072$7,829iApproximate average salary by contribution assumption: employee only about $195,721 at 4% or $130,480 at 6%; with 50% employer match about $130,480 at 4% or $86,987 at 6%; with 100% employer match about $97,860 at 4% or $65,240 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-58$2,798,212$454,072$7,829iApproximate average salary by contribution assumption: employee only about $195,721 at 4% or $130,480 at 6%; with 50% employer match about $130,480 at 4% or $86,987 at 6%; with 100% employer match about $97,860 at 4% or $65,240 at 6%.
2009174$2,384,027$570,766$7,713iApproximate average salary by contribution assumption: employee only about $192,826 at 4% or $128,551 at 6%; with 50% employer match about $128,551 at 4% or $85,701 at 6%; with 100% employer match about $96,413 at 4% or $64,275 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-74$2,384,027$570,766$7,713iApproximate average salary by contribution assumption: employee only about $192,826 at 4% or $128,551 at 6%; with 50% employer match about $128,551 at 4% or $85,701 at 6%; with 100% employer match about $96,413 at 4% or $64,275 at 6%.
2008151$1,434,274$659,474$12,931iApproximate average salary by contribution assumption: employee only about $323,272 at 4% or $215,514 at 6%; with 50% employer match about $215,514 at 4% or $143,676 at 6%; with 100% employer match about $161,636 at 4% or $107,757 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-51$1,434,274$659,474$12,931iApproximate average salary by contribution assumption: employee only about $323,272 at 4% or $215,514 at 6%; with 50% employer match about $215,514 at 4% or $143,676 at 6%; with 100% employer match about $161,636 at 4% or $107,757 at 6%.
2007136$1,686,121$549,178$15,255iApproximate average salary by contribution assumption: employee only about $381,374 at 4% or $254,249 at 6%; with 50% employer match about $254,249 at 4% or $169,499 at 6%; with 100% employer match about $190,687 at 4% or $127,125 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-36$1,686,121$549,178$15,255iApproximate average salary by contribution assumption: employee only about $381,374 at 4% or $254,249 at 6%; with 50% employer match about $254,249 at 4% or $169,499 at 6%; with 100% employer match about $190,687 at 4% or $127,125 at 6%.
2006130$1,110,040$420,779$14,026iApproximate average salary by contribution assumption: employee only about $350,649 at 4% or $233,766 at 6%; with 50% employer match about $233,766 at 4% or $155,844 at 6%; with 100% employer match about $175,325 at 4% or $116,883 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-30$1,110,040$420,779$14,026iApproximate average salary by contribution assumption: employee only about $350,649 at 4% or $233,766 at 6%; with 50% employer match about $233,766 at 4% or $155,844 at 6%; with 100% employer match about $175,325 at 4% or $116,883 at 6%.
2005120$618,616$317,443$15,872iApproximate average salary by contribution assumption: employee only about $396,804 at 4% or $264,536 at 6%; with 50% employer match about $264,536 at 4% or $176,357 at 6%; with 100% employer match about $198,402 at 4% or $132,268 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-20$618,616$317,443$15,872iApproximate average salary by contribution assumption: employee only about $396,804 at 4% or $264,536 at 6%; with 50% employer match about $264,536 at 4% or $176,357 at 6%; with 100% employer match about $198,402 at 4% or $132,268 at 6%.
2004112$259,636$231,181$19,265iApproximate average salary by contribution assumption: employee only about $481,627 at 4% or $321,085 at 6%; with 50% employer match about $321,085 at 4% or $214,056 at 6%; with 100% employer match about $240,814 at 4% or $160,542 at 6%.
Sherpa LLC 401 K Profit Sharing Plan Trust-12$259,636$231,181$19,265iApproximate average salary by contribution assumption: employee only about $481,627 at 4% or $321,085 at 6%; with 50% employer match about $321,085 at 4% or $214,056 at 6%; with 100% employer match about $240,814 at 4% or $160,542 at 6%.
200316$0$0-
Sherpa LLC 401 K Profit Sharing Plan Trust-6---