Civic Intelligence

Shepherd Harvey and Associates

Plan context: Shepherd Harvey and Associates

EIN 58-2578777 • Duluth, GA • 18 filings • 8 plans

4855 River Green Pkwy#400Duluth, GA 30096-8337
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,711,773

2024 Contributions

$96,990

Historical Graphs

Total Assets Over Time

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

$2,725,853$1,362,927$0200820162024YearValue
$1,711,773Latest year 2024

Participants Over Time

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

1470200720162024YearValue
11Latest 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
2024111$1,711,773$96,990$8,817iApproximate average salary by contribution assumption: employee only about $220,432 at 4% or $146,955 at 6%; with 50% employer match about $146,955 at 4% or $97,970 at 6%; with 100% employer match about $110,216 at 4% or $73,477 at 6%.
Shepherd Harvey and Associates-11$1,711,773$96,990$8,817iApproximate average salary by contribution assumption: employee only about $220,432 at 4% or $146,955 at 6%; with 50% employer match about $146,955 at 4% or $97,970 at 6%; with 100% employer match about $110,216 at 4% or $73,477 at 6%.
2023110$1,482,352$88,301$8,830iApproximate average salary by contribution assumption: employee only about $220,753 at 4% or $147,168 at 6%; with 50% employer match about $147,168 at 4% or $98,112 at 6%; with 100% employer match about $110,376 at 4% or $73,584 at 6%.
Shepherd Harvey and Associates-10$1,482,352$88,301$8,830iApproximate average salary by contribution assumption: employee only about $220,753 at 4% or $147,168 at 6%; with 50% employer match about $147,168 at 4% or $98,112 at 6%; with 100% employer match about $110,376 at 4% or $73,584 at 6%.
2022110$1,742,810$110,276$11,028iApproximate average salary by contribution assumption: employee only about $275,690 at 4% or $183,793 at 6%; with 50% employer match about $183,793 at 4% or $122,529 at 6%; with 100% employer match about $137,845 at 4% or $91,897 at 6%.
Shepherd Harvey and Associates-10$1,742,810$110,276$11,028iApproximate average salary by contribution assumption: employee only about $275,690 at 4% or $183,793 at 6%; with 50% employer match about $183,793 at 4% or $122,529 at 6%; with 100% employer match about $137,845 at 4% or $91,897 at 6%.
2021114$2,725,853$233,199$16,657iApproximate average salary by contribution assumption: employee only about $416,427 at 4% or $277,618 at 6%; with 50% employer match about $277,618 at 4% or $185,079 at 6%; with 100% employer match about $208,213 at 4% or $138,809 at 6%.
Shepherd Harvey and Associates-14$2,725,853$233,199$16,657iApproximate average salary by contribution assumption: employee only about $416,427 at 4% or $277,618 at 6%; with 50% employer match about $277,618 at 4% or $185,079 at 6%; with 100% employer match about $208,213 at 4% or $138,809 at 6%.
2020113$2,197,345$145,138$11,164iApproximate average salary by contribution assumption: employee only about $279,112 at 4% or $186,074 at 6%; with 50% employer match about $186,074 at 4% or $124,050 at 6%; with 100% employer match about $139,556 at 4% or $93,037 at 6%.
Shepherd Harvey and Associates-13$2,197,345$145,138$11,164iApproximate average salary by contribution assumption: employee only about $279,112 at 4% or $186,074 at 6%; with 50% employer match about $186,074 at 4% or $124,050 at 6%; with 100% employer match about $139,556 at 4% or $93,037 at 6%.
2019112$1,772,742$134,362$11,197iApproximate average salary by contribution assumption: employee only about $279,921 at 4% or $186,614 at 6%; with 50% employer match about $186,614 at 4% or $124,409 at 6%; with 100% employer match about $139,960 at 4% or $93,307 at 6%.
Shepherd Harvey and Associates-12$1,772,742$134,362$11,197iApproximate average salary by contribution assumption: employee only about $279,921 at 4% or $186,614 at 6%; with 50% employer match about $186,614 at 4% or $124,409 at 6%; with 100% employer match about $139,960 at 4% or $93,307 at 6%.
2018112$1,325,700$148,037$12,336iApproximate average salary by contribution assumption: employee only about $308,410 at 4% or $205,607 at 6%; with 50% employer match about $205,607 at 4% or $137,071 at 6%; with 100% employer match about $154,205 at 4% or $102,803 at 6%.
Shepherd Harvey and Associates-12$1,325,700$148,037$12,336iApproximate average salary by contribution assumption: employee only about $308,410 at 4% or $205,607 at 6%; with 50% employer match about $205,607 at 4% or $137,071 at 6%; with 100% employer match about $154,205 at 4% or $102,803 at 6%.
2017111$1,286,017$161,311$14,665iApproximate average salary by contribution assumption: employee only about $366,616 at 4% or $244,411 at 6%; with 50% employer match about $244,411 at 4% or $162,940 at 6%; with 100% employer match about $183,308 at 4% or $122,205 at 6%.
Shepherd Harvey and Associates-11$1,286,017$161,311$14,665iApproximate average salary by contribution assumption: employee only about $366,616 at 4% or $244,411 at 6%; with 50% employer match about $244,411 at 4% or $162,940 at 6%; with 100% employer match about $183,308 at 4% or $122,205 at 6%.
201617$949,715$94,687$13,527iApproximate average salary by contribution assumption: employee only about $338,168 at 4% or $225,445 at 6%; with 50% employer match about $225,445 at 4% or $150,297 at 6%; with 100% employer match about $169,084 at 4% or $112,723 at 6%.
Shepherd Harvey and Associates-7$949,715$94,687$13,527iApproximate average salary by contribution assumption: employee only about $338,168 at 4% or $225,445 at 6%; with 50% employer match about $225,445 at 4% or $150,297 at 6%; with 100% employer match about $169,084 at 4% or $112,723 at 6%.
201517$824,243$89,749$12,821iApproximate average salary by contribution assumption: employee only about $320,532 at 4% or $213,688 at 6%; with 50% employer match about $213,688 at 4% or $142,459 at 6%; with 100% employer match about $160,266 at 4% or $106,844 at 6%.
Shepherd Harvey and Associates-7$824,243$89,749$12,821iApproximate average salary by contribution assumption: employee only about $320,532 at 4% or $213,688 at 6%; with 50% employer match about $213,688 at 4% or $142,459 at 6%; with 100% employer match about $160,266 at 4% or $106,844 at 6%.
201417$773,352$89,540$12,791iApproximate average salary by contribution assumption: employee only about $319,786 at 4% or $213,190 at 6%; with 50% employer match about $213,190 at 4% or $142,127 at 6%; with 100% employer match about $159,893 at 4% or $106,595 at 6%.
Shepherd Harvey and Associates-7$773,352$89,540$12,791iApproximate average salary by contribution assumption: employee only about $319,786 at 4% or $213,190 at 6%; with 50% employer match about $213,190 at 4% or $142,127 at 6%; with 100% employer match about $159,893 at 4% or $106,595 at 6%.
201315$659,537$81,490$16,298iApproximate average salary by contribution assumption: employee only about $407,450 at 4% or $271,633 at 6%; with 50% employer match about $271,633 at 4% or $181,089 at 6%; with 100% employer match about $203,725 at 4% or $135,817 at 6%.
Shepherd Harvey and Associates-5$659,537$81,490$16,298iApproximate average salary by contribution assumption: employee only about $407,450 at 4% or $271,633 at 6%; with 50% employer match about $271,633 at 4% or $181,089 at 6%; with 100% employer match about $203,725 at 4% or $135,817 at 6%.
201216$490,625$74,862$12,477iApproximate average salary by contribution assumption: employee only about $311,925 at 4% or $207,950 at 6%; with 50% employer match about $207,950 at 4% or $138,633 at 6%; with 100% employer match about $155,963 at 4% or $103,975 at 6%.
Shepherd Harvey and Associates-6$490,625$74,862$12,477iApproximate average salary by contribution assumption: employee only about $311,925 at 4% or $207,950 at 6%; with 50% employer match about $207,950 at 4% or $138,633 at 6%; with 100% employer match about $155,963 at 4% or $103,975 at 6%.
201116$366,246$59,592$9,932iApproximate average salary by contribution assumption: employee only about $248,300 at 4% or $165,533 at 6%; with 50% employer match about $165,533 at 4% or $110,356 at 6%; with 100% employer match about $124,150 at 4% or $82,767 at 6%.
Shepherd Harvey and Associates-6$366,246$59,592$9,932iApproximate average salary by contribution assumption: employee only about $248,300 at 4% or $165,533 at 6%; with 50% employer match about $165,533 at 4% or $110,356 at 6%; with 100% employer match about $124,150 at 4% or $82,767 at 6%.
201016$347,699$61,685$10,281iApproximate average salary by contribution assumption: employee only about $257,021 at 4% or $171,347 at 6%; with 50% employer match about $171,347 at 4% or $114,231 at 6%; with 100% employer match about $128,510 at 4% or $85,674 at 6%.
Shepherd Harvey and Associates-6$347,699$61,685$10,281iApproximate average salary by contribution assumption: employee only about $257,021 at 4% or $171,347 at 6%; with 50% employer match about $171,347 at 4% or $114,231 at 6%; with 100% employer match about $128,510 at 4% or $85,674 at 6%.
200916$231,558$63,504$10,584iApproximate average salary by contribution assumption: employee only about $264,600 at 4% or $176,400 at 6%; with 50% employer match about $176,400 at 4% or $117,600 at 6%; with 100% employer match about $132,300 at 4% or $88,200 at 6%.
Shepherd Harvey and Associates-6$231,558$63,504$10,584iApproximate average salary by contribution assumption: employee only about $264,600 at 4% or $176,400 at 6%; with 50% employer match about $176,400 at 4% or $117,600 at 6%; with 100% employer match about $132,300 at 4% or $88,200 at 6%.
2008111$127,451$50,627$4,602iApproximate average salary by contribution assumption: employee only about $115,061 at 4% or $76,708 at 6%; with 50% employer match about $76,708 at 4% or $51,138 at 6%; with 100% employer match about $57,531 at 4% or $38,354 at 6%.
Shepherd Harvey and Associates-11$127,451$50,627$4,602iApproximate average salary by contribution assumption: employee only about $115,061 at 4% or $76,708 at 6%; with 50% employer match about $76,708 at 4% or $51,138 at 6%; with 100% employer match about $57,531 at 4% or $38,354 at 6%.
200715$0$0-
Shepherd Harvey and Associates-5---