Civic Intelligence

John Edgar Sherrard, P.A.

Plan context: John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan

EIN 59-2084736 • Stuart, FL • 21 filings • 2 plans

34 East Fifth StreetStuart, FL 34994-3010
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,609,391

2024 Contributions

$63,446

Historical Graphs

Total Assets Over Time

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

$1,609,391$804,696$0200420152024YearValue
$1,609,391Latest year 2024

Participants Over Time

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

840200420142024YearValue
8Latest 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
202418$1,609,391$63,446$7,931iApproximate average salary by contribution assumption: employee only about $198,269 at 4% or $132,179 at 6%; with 50% employer match about $132,179 at 4% or $88,119 at 6%; with 100% employer match about $99,134 at 4% or $66,090 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-8$1,609,391$63,446$7,931iApproximate average salary by contribution assumption: employee only about $198,269 at 4% or $132,179 at 6%; with 50% employer match about $132,179 at 4% or $88,119 at 6%; with 100% employer match about $99,134 at 4% or $66,090 at 6%.
202317$1,448,718$81,548$11,650iApproximate average salary by contribution assumption: employee only about $291,243 at 4% or $194,162 at 6%; with 50% employer match about $194,162 at 4% or $129,441 at 6%; with 100% employer match about $145,621 at 4% or $97,081 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-7$1,448,718$81,548$11,650iApproximate average salary by contribution assumption: employee only about $291,243 at 4% or $194,162 at 6%; with 50% employer match about $194,162 at 4% or $129,441 at 6%; with 100% employer match about $145,621 at 4% or $97,081 at 6%.
202217$1,293,159$125,968$17,995iApproximate average salary by contribution assumption: employee only about $449,886 at 4% or $299,924 at 6%; with 50% employer match about $299,924 at 4% or $199,949 at 6%; with 100% employer match about $224,943 at 4% or $149,962 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-7$1,293,159$125,968$17,995iApproximate average salary by contribution assumption: employee only about $449,886 at 4% or $299,924 at 6%; with 50% employer match about $299,924 at 4% or $199,949 at 6%; with 100% employer match about $224,943 at 4% or $149,962 at 6%.
202118$1,274,872$47,962$5,995iApproximate average salary by contribution assumption: employee only about $149,881 at 4% or $99,921 at 6%; with 50% employer match about $99,921 at 4% or $66,614 at 6%; with 100% employer match about $74,941 at 4% or $49,960 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-8$1,274,872$47,962$5,995iApproximate average salary by contribution assumption: employee only about $149,881 at 4% or $99,921 at 6%; with 50% employer match about $99,921 at 4% or $66,614 at 6%; with 100% employer match about $74,941 at 4% or $49,960 at 6%.
202015$1,164,185$59,803$11,961iApproximate average salary by contribution assumption: employee only about $299,015 at 4% or $199,343 at 6%; with 50% employer match about $199,343 at 4% or $132,896 at 6%; with 100% employer match about $149,508 at 4% or $99,672 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$1,164,185$59,803$11,961iApproximate average salary by contribution assumption: employee only about $299,015 at 4% or $199,343 at 6%; with 50% employer match about $199,343 at 4% or $132,896 at 6%; with 100% employer match about $149,508 at 4% or $99,672 at 6%.
201916$1,095,089$70,648$11,775iApproximate average salary by contribution assumption: employee only about $294,367 at 4% or $196,244 at 6%; with 50% employer match about $196,244 at 4% or $130,830 at 6%; with 100% employer match about $147,183 at 4% or $98,122 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-6$1,095,089$70,648$11,775iApproximate average salary by contribution assumption: employee only about $294,367 at 4% or $196,244 at 6%; with 50% employer match about $196,244 at 4% or $130,830 at 6%; with 100% employer match about $147,183 at 4% or $98,122 at 6%.
201816$951,800$67,147$11,191iApproximate average salary by contribution assumption: employee only about $279,779 at 4% or $186,519 at 6%; with 50% employer match about $186,519 at 4% or $124,346 at 6%; with 100% employer match about $139,890 at 4% or $93,260 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-6$951,800$67,147$11,191iApproximate average salary by contribution assumption: employee only about $279,779 at 4% or $186,519 at 6%; with 50% employer match about $186,519 at 4% or $124,346 at 6%; with 100% employer match about $139,890 at 4% or $93,260 at 6%.
201716$905,847$64,071$10,679iApproximate average salary by contribution assumption: employee only about $266,963 at 4% or $177,975 at 6%; with 50% employer match about $177,975 at 4% or $118,650 at 6%; with 100% employer match about $133,481 at 4% or $88,988 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-6$905,847$64,071$10,679iApproximate average salary by contribution assumption: employee only about $266,963 at 4% or $177,975 at 6%; with 50% employer match about $177,975 at 4% or $118,650 at 6%; with 100% employer match about $133,481 at 4% or $88,988 at 6%.
201615$847,758$66,992$13,398iApproximate average salary by contribution assumption: employee only about $334,960 at 4% or $223,307 at 6%; with 50% employer match about $223,307 at 4% or $148,871 at 6%; with 100% employer match about $167,480 at 4% or $111,653 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$847,758$66,992$13,398iApproximate average salary by contribution assumption: employee only about $334,960 at 4% or $223,307 at 6%; with 50% employer match about $223,307 at 4% or $148,871 at 6%; with 100% employer match about $167,480 at 4% or $111,653 at 6%.
201515$780,268$93,627$18,725iApproximate average salary by contribution assumption: employee only about $468,135 at 4% or $312,090 at 6%; with 50% employer match about $312,090 at 4% or $208,060 at 6%; with 100% employer match about $234,068 at 4% or $156,045 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$780,268$93,627$18,725iApproximate average salary by contribution assumption: employee only about $468,135 at 4% or $312,090 at 6%; with 50% employer match about $312,090 at 4% or $208,060 at 6%; with 100% employer match about $234,068 at 4% or $156,045 at 6%.
201415$709,646$57,409$11,482iApproximate average salary by contribution assumption: employee only about $287,045 at 4% or $191,363 at 6%; with 50% employer match about $191,363 at 4% or $127,576 at 6%; with 100% employer match about $143,523 at 4% or $95,682 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$709,646$57,409$11,482iApproximate average salary by contribution assumption: employee only about $287,045 at 4% or $191,363 at 6%; with 50% employer match about $191,363 at 4% or $127,576 at 6%; with 100% employer match about $143,523 at 4% or $95,682 at 6%.
201314$640,090$55,436$13,859iApproximate average salary by contribution assumption: employee only about $346,475 at 4% or $230,983 at 6%; with 50% employer match about $230,983 at 4% or $153,989 at 6%; with 100% employer match about $173,238 at 4% or $115,492 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-4$640,090$55,436$13,859iApproximate average salary by contribution assumption: employee only about $346,475 at 4% or $230,983 at 6%; with 50% employer match about $230,983 at 4% or $153,989 at 6%; with 100% employer match about $173,238 at 4% or $115,492 at 6%.
201215$614,716$56,730$11,346iApproximate average salary by contribution assumption: employee only about $283,650 at 4% or $189,100 at 6%; with 50% employer match about $189,100 at 4% or $126,067 at 6%; with 100% employer match about $141,825 at 4% or $94,550 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$614,716$56,730$11,346iApproximate average salary by contribution assumption: employee only about $283,650 at 4% or $189,100 at 6%; with 50% employer match about $189,100 at 4% or $126,067 at 6%; with 100% employer match about $141,825 at 4% or $94,550 at 6%.
201115$551,331$56,863$11,373iApproximate average salary by contribution assumption: employee only about $284,315 at 4% or $189,543 at 6%; with 50% employer match about $189,543 at 4% or $126,362 at 6%; with 100% employer match about $142,158 at 4% or $94,772 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$551,331$56,863$11,373iApproximate average salary by contribution assumption: employee only about $284,315 at 4% or $189,543 at 6%; with 50% employer match about $189,543 at 4% or $126,362 at 6%; with 100% employer match about $142,158 at 4% or $94,772 at 6%.
201015$487,005$56,337$11,267iApproximate average salary by contribution assumption: employee only about $281,685 at 4% or $187,790 at 6%; with 50% employer match about $187,790 at 4% or $125,193 at 6%; with 100% employer match about $140,843 at 4% or $93,895 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$487,005$56,337$11,267iApproximate average salary by contribution assumption: employee only about $281,685 at 4% or $187,790 at 6%; with 50% employer match about $187,790 at 4% or $125,193 at 6%; with 100% employer match about $140,843 at 4% or $93,895 at 6%.
200915$424,174$55,207$11,041iApproximate average salary by contribution assumption: employee only about $276,035 at 4% or $184,023 at 6%; with 50% employer match about $184,023 at 4% or $122,682 at 6%; with 100% employer match about $138,018 at 4% or $92,012 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$424,174$55,207$11,041iApproximate average salary by contribution assumption: employee only about $276,035 at 4% or $184,023 at 6%; with 50% employer match about $184,023 at 4% or $122,682 at 6%; with 100% employer match about $138,018 at 4% or $92,012 at 6%.
200815$357,253$52,482$10,496iApproximate average salary by contribution assumption: employee only about $262,410 at 4% or $174,940 at 6%; with 50% employer match about $174,940 at 4% or $116,627 at 6%; with 100% employer match about $131,205 at 4% or $87,470 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$357,253$52,482$10,496iApproximate average salary by contribution assumption: employee only about $262,410 at 4% or $174,940 at 6%; with 50% employer match about $174,940 at 4% or $116,627 at 6%; with 100% employer match about $131,205 at 4% or $87,470 at 6%.
200715$0$0-
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5---
200615$249,889$52,849$10,570iApproximate average salary by contribution assumption: employee only about $264,245 at 4% or $176,163 at 6%; with 50% employer match about $176,163 at 4% or $117,442 at 6%; with 100% employer match about $132,123 at 4% or $88,082 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-5$249,889$52,849$10,570iApproximate average salary by contribution assumption: employee only about $264,245 at 4% or $176,163 at 6%; with 50% employer match about $176,163 at 4% or $117,442 at 6%; with 100% employer match about $132,123 at 4% or $88,082 at 6%.
200516$182,747$51,702$8,617iApproximate average salary by contribution assumption: employee only about $215,425 at 4% or $143,617 at 6%; with 50% employer match about $143,617 at 4% or $95,744 at 6%; with 100% employer match about $107,713 at 4% or $71,808 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-6$182,747$51,702$8,617iApproximate average salary by contribution assumption: employee only about $215,425 at 4% or $143,617 at 6%; with 50% employer match about $143,617 at 4% or $95,744 at 6%; with 100% employer match about $107,713 at 4% or $71,808 at 6%.
200416$129,194$127,510$21,252iApproximate average salary by contribution assumption: employee only about $531,292 at 4% or $354,194 at 6%; with 50% employer match about $354,194 at 4% or $236,130 at 6%; with 100% employer match about $265,646 at 4% or $177,097 at 6%.
John Edgar Sherrard, P.A., 401(K) Profit Sharing Plan-6$129,194$127,510$21,252iApproximate average salary by contribution assumption: employee only about $531,292 at 4% or $354,194 at 6%; with 50% employer match about $354,194 at 4% or $236,130 at 6%; with 100% employer match about $265,646 at 4% or $177,097 at 6%.
John Edgar Sherrard, P.A. | EIN 59-2084736 | 2024 Form 5500 Company Profile