Civic Intelligence

Meredith Shearer & Associates LLC

Plan context: Meredith Shearer and Associates 401(K) P/S Plan

EIN 58-2504981 • Marietta, GA • 21 filings • 4 plans

1225 Johnson Ferry Road, Ste. 100Marietta, GA 30068
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$1,455,874

2024 Contributions

$207,958

Historical Graphs

Total Assets Over Time

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

$1,455,874$727,937$0200220162024YearValue
$1,455,874Latest year 2024

Participants Over Time

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

1790200220152024YearValue
17Latest 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
2024117$1,455,874$207,958$12,233iApproximate average salary by contribution assumption: employee only about $305,821 at 4% or $203,880 at 6%; with 50% employer match about $203,880 at 4% or $135,920 at 6%; with 100% employer match about $152,910 at 4% or $101,940 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-17$1,455,874$207,958$12,233iApproximate average salary by contribution assumption: employee only about $305,821 at 4% or $203,880 at 6%; with 50% employer match about $203,880 at 4% or $135,920 at 6%; with 100% employer match about $152,910 at 4% or $101,940 at 6%.
2023117$1,160,225$158,677$9,334iApproximate average salary by contribution assumption: employee only about $233,349 at 4% or $155,566 at 6%; with 50% employer match about $155,566 at 4% or $103,710 at 6%; with 100% employer match about $116,674 at 4% or $77,783 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-17$1,160,225$158,677$9,334iApproximate average salary by contribution assumption: employee only about $233,349 at 4% or $155,566 at 6%; with 50% employer match about $155,566 at 4% or $103,710 at 6%; with 100% employer match about $116,674 at 4% or $77,783 at 6%.
2022114$868,053$136,666$9,762iApproximate average salary by contribution assumption: employee only about $244,046 at 4% or $162,698 at 6%; with 50% employer match about $162,698 at 4% or $108,465 at 6%; with 100% employer match about $122,023 at 4% or $81,349 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-14$868,053$136,666$9,762iApproximate average salary by contribution assumption: employee only about $244,046 at 4% or $162,698 at 6%; with 50% employer match about $162,698 at 4% or $108,465 at 6%; with 100% employer match about $122,023 at 4% or $81,349 at 6%.
2021110$875,633$135,066$13,507iApproximate average salary by contribution assumption: employee only about $337,665 at 4% or $225,110 at 6%; with 50% employer match about $225,110 at 4% or $150,073 at 6%; with 100% employer match about $168,833 at 4% or $112,555 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-10$875,633$135,066$13,507iApproximate average salary by contribution assumption: employee only about $337,665 at 4% or $225,110 at 6%; with 50% employer match about $225,110 at 4% or $150,073 at 6%; with 100% employer match about $168,833 at 4% or $112,555 at 6%.
2020110$647,200$107,019$10,702iApproximate average salary by contribution assumption: employee only about $267,548 at 4% or $178,365 at 6%; with 50% employer match about $178,365 at 4% or $118,910 at 6%; with 100% employer match about $133,774 at 4% or $89,183 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-10$647,200$107,019$10,702iApproximate average salary by contribution assumption: employee only about $267,548 at 4% or $178,365 at 6%; with 50% employer match about $178,365 at 4% or $118,910 at 6%; with 100% employer match about $133,774 at 4% or $89,183 at 6%.
2019111$502,264$122,776$11,161iApproximate average salary by contribution assumption: employee only about $279,036 at 4% or $186,024 at 6%; with 50% employer match about $186,024 at 4% or $124,016 at 6%; with 100% employer match about $139,518 at 4% or $93,012 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-11$502,264$122,776$11,161iApproximate average salary by contribution assumption: employee only about $279,036 at 4% or $186,024 at 6%; with 50% employer match about $186,024 at 4% or $124,016 at 6%; with 100% employer match about $139,518 at 4% or $93,012 at 6%.
201819$308,124$99,711$11,079iApproximate average salary by contribution assumption: employee only about $276,975 at 4% or $184,650 at 6%; with 50% employer match about $184,650 at 4% or $123,100 at 6%; with 100% employer match about $138,488 at 4% or $92,325 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-9$308,124$99,711$11,079iApproximate average salary by contribution assumption: employee only about $276,975 at 4% or $184,650 at 6%; with 50% employer match about $184,650 at 4% or $123,100 at 6%; with 100% employer match about $138,488 at 4% or $92,325 at 6%.
201718$242,153$39,738$4,967iApproximate average salary by contribution assumption: employee only about $124,181 at 4% or $82,788 at 6%; with 50% employer match about $82,788 at 4% or $55,192 at 6%; with 100% employer match about $62,091 at 4% or $41,394 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-8$242,153$39,738$4,967iApproximate average salary by contribution assumption: employee only about $124,181 at 4% or $82,788 at 6%; with 50% employer match about $82,788 at 4% or $55,192 at 6%; with 100% employer match about $62,091 at 4% or $41,394 at 6%.
201615$178,052$55,996$11,199iApproximate average salary by contribution assumption: employee only about $279,980 at 4% or $186,653 at 6%; with 50% employer match about $186,653 at 4% or $124,436 at 6%; with 100% employer match about $139,990 at 4% or $93,327 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-5$178,052$55,996$11,199iApproximate average salary by contribution assumption: employee only about $279,980 at 4% or $186,653 at 6%; with 50% employer match about $186,653 at 4% or $124,436 at 6%; with 100% employer match about $139,990 at 4% or $93,327 at 6%.
201514$112,444$28,960$7,240iApproximate average salary by contribution assumption: employee only about $181,000 at 4% or $120,667 at 6%; with 50% employer match about $120,667 at 4% or $80,444 at 6%; with 100% employer match about $90,500 at 4% or $60,333 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-4$112,444$28,960$7,240iApproximate average salary by contribution assumption: employee only about $181,000 at 4% or $120,667 at 6%; with 50% employer match about $120,667 at 4% or $80,444 at 6%; with 100% employer match about $90,500 at 4% or $60,333 at 6%.
201414$87,281$25,309$6,327iApproximate average salary by contribution assumption: employee only about $158,181 at 4% or $105,454 at 6%; with 50% employer match about $105,454 at 4% or $70,303 at 6%; with 100% employer match about $79,091 at 4% or $52,727 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-4$87,281$25,309$6,327iApproximate average salary by contribution assumption: employee only about $158,181 at 4% or $105,454 at 6%; with 50% employer match about $105,454 at 4% or $70,303 at 6%; with 100% employer match about $79,091 at 4% or $52,727 at 6%.
201313$58,400$25,866$8,622iApproximate average salary by contribution assumption: employee only about $215,550 at 4% or $143,700 at 6%; with 50% employer match about $143,700 at 4% or $95,800 at 6%; with 100% employer match about $107,775 at 4% or $71,850 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-3$58,400$25,866$8,622iApproximate average salary by contribution assumption: employee only about $215,550 at 4% or $143,700 at 6%; with 50% employer match about $143,700 at 4% or $95,800 at 6%; with 100% employer match about $107,775 at 4% or $71,850 at 6%.
201212$24,912$24,245$12,123iApproximate average salary by contribution assumption: employee only about $303,063 at 4% or $202,042 at 6%; with 50% employer match about $202,042 at 4% or $134,694 at 6%; with 100% employer match about $151,531 at 4% or $101,021 at 6%.
Meredith Shearer and Associates 401(K) P/S Plan-2$24,912$24,245$12,123iApproximate average salary by contribution assumption: employee only about $303,063 at 4% or $202,042 at 6%; with 50% employer match about $202,042 at 4% or $134,694 at 6%; with 100% employer match about $151,531 at 4% or $101,021 at 6%.
200910$0$11,767-
Meredith Shearer & Associates LLC 401(K) P/S Plan-0$0$11,767-
200813$273,070$22,836$7,612iApproximate average salary by contribution assumption: employee only about $190,300 at 4% or $126,867 at 6%; with 50% employer match about $126,867 at 4% or $84,578 at 6%; with 100% employer match about $95,150 at 4% or $63,433 at 6%.
Meredith Shearer & Associates LLC 401(K) P/S Plan-3$273,070$22,836$7,612iApproximate average salary by contribution assumption: employee only about $190,300 at 4% or $126,867 at 6%; with 50% employer match about $126,867 at 4% or $84,578 at 6%; with 100% employer match about $95,150 at 4% or $63,433 at 6%.
200715$0$0-
Meredith Shearer & Associates LLC 401(K) P/S Plan-5---
200614$272,474$48,999$12,250iApproximate average salary by contribution assumption: employee only about $306,244 at 4% or $204,163 at 6%; with 50% employer match about $204,163 at 4% or $136,108 at 6%; with 100% employer match about $153,122 at 4% or $102,081 at 6%.
Meredith Shearer & Associates LLC 401(K) P/S Plan-4$272,474$48,999$12,250iApproximate average salary by contribution assumption: employee only about $306,244 at 4% or $204,163 at 6%; with 50% employer match about $204,163 at 4% or $136,108 at 6%; with 100% employer match about $153,122 at 4% or $102,081 at 6%.
200513$200,982$38,641$12,880iApproximate average salary by contribution assumption: employee only about $322,008 at 4% or $214,672 at 6%; with 50% employer match about $214,672 at 4% or $143,115 at 6%; with 100% employer match about $161,004 at 4% or $107,336 at 6%.
Meredith Shearer & Associates LLC 401(K) P/S Plan-3$200,982$38,641$12,880iApproximate average salary by contribution assumption: employee only about $322,008 at 4% or $214,672 at 6%; with 50% employer match about $214,672 at 4% or $143,115 at 6%; with 100% employer match about $161,004 at 4% or $107,336 at 6%.
200413$143,602$37,206$12,402iApproximate average salary by contribution assumption: employee only about $310,050 at 4% or $206,700 at 6%; with 50% employer match about $206,700 at 4% or $137,800 at 6%; with 100% employer match about $155,025 at 4% or $103,350 at 6%.
Meredith Shearer & Associates LLC 401(K) P/S Plan-3$143,602$37,206$12,402iApproximate average salary by contribution assumption: employee only about $310,050 at 4% or $206,700 at 6%; with 50% employer match about $206,700 at 4% or $137,800 at 6%; with 100% employer match about $155,025 at 4% or $103,350 at 6%.
200312$0$0-
Meredith Shearer & Associates LLC 401(K) P/S Plan-2---
200212$44,422$45,541$22,771iApproximate average salary by contribution assumption: employee only about $569,263 at 4% or $379,508 at 6%; with 50% employer match about $379,508 at 4% or $253,006 at 6%; with 100% employer match about $284,631 at 4% or $189,754 at 6%.
Meredith Shearer & Associates LLC 401(K) P/S Plan-2$44,422$45,541$22,771iApproximate average salary by contribution assumption: employee only about $569,263 at 4% or $379,508 at 6%; with 50% employer match about $379,508 at 4% or $253,006 at 6%; with 100% employer match about $284,631 at 4% or $189,754 at 6%.