Civic Intelligence

Richard L. Shepard & Associates Inc.

Plan context: Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust

EIN 59-2578990 • Boynton Beach, FL • 16 filings • 5 plans

219 SE 23rd AveBoynton Beach, FL 33435
Current Snapshot

Latest Year

2011

2011 Participants

10

2011 Assets

$220,300

2011 Contributions

$36,743

Historical Graphs

Total Assets Over Time

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

$674,609$337,305$0199920042010YearValue
$220,300Latest year 2010

Participants Over Time

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

1260199920052010YearValue
10Latest year 2010

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
201110$0$0-
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-0$0--
2010110$220,300$0-
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-10$220,300--
2009110$218,057$0-
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-10$218,057--
200816$229,876$36,743$6,124iApproximate average salary by contribution assumption: employee only about $153,096 at 4% or $102,064 at 6%; with 50% employer match about $102,064 at 4% or $68,043 at 6%; with 100% employer match about $76,548 at 4% or $51,032 at 6%.
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-6$229,876$36,743$6,124iApproximate average salary by contribution assumption: employee only about $153,096 at 4% or $102,064 at 6%; with 50% employer match about $102,064 at 4% or $68,043 at 6%; with 100% employer match about $76,548 at 4% or $51,032 at 6%.
200718$0$0-
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-8---
200617$403,258$50,960$7,280iApproximate average salary by contribution assumption: employee only about $182,000 at 4% or $121,333 at 6%; with 50% employer match about $121,333 at 4% or $80,889 at 6%; with 100% employer match about $91,000 at 4% or $60,667 at 6%.
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-7$403,258$50,960$7,280iApproximate average salary by contribution assumption: employee only about $182,000 at 4% or $121,333 at 6%; with 50% employer match about $121,333 at 4% or $80,889 at 6%; with 100% employer match about $91,000 at 4% or $60,667 at 6%.
200519$484,634$52,310$5,812iApproximate average salary by contribution assumption: employee only about $145,306 at 4% or $96,870 at 6%; with 50% employer match about $96,870 at 4% or $64,580 at 6%; with 100% employer match about $72,653 at 4% or $48,435 at 6%.
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-9$484,634$52,310$5,812iApproximate average salary by contribution assumption: employee only about $145,306 at 4% or $96,870 at 6%; with 50% employer match about $96,870 at 4% or $64,580 at 6%; with 100% employer match about $72,653 at 4% or $48,435 at 6%.
200419$415,352$52,658$5,851iApproximate average salary by contribution assumption: employee only about $146,272 at 4% or $97,515 at 6%; with 50% employer match about $97,515 at 4% or $65,010 at 6%; with 100% employer match about $73,136 at 4% or $48,757 at 6%.
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-9$415,352$52,658$5,851iApproximate average salary by contribution assumption: employee only about $146,272 at 4% or $97,515 at 6%; with 50% employer match about $97,515 at 4% or $65,010 at 6%; with 100% employer match about $73,136 at 4% or $48,757 at 6%.
200319$362,389$50,612$5,624iApproximate average salary by contribution assumption: employee only about $140,589 at 4% or $93,726 at 6%; with 50% employer match about $93,726 at 4% or $62,484 at 6%; with 100% employer match about $70,294 at 4% or $46,863 at 6%.
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-9$362,389$50,612$5,624iApproximate average salary by contribution assumption: employee only about $140,589 at 4% or $93,726 at 6%; with 50% employer match about $93,726 at 4% or $62,484 at 6%; with 100% employer match about $70,294 at 4% or $46,863 at 6%.
2002110$285,866$44,719$4,472iApproximate average salary by contribution assumption: employee only about $111,797 at 4% or $74,532 at 6%; with 50% employer match about $74,532 at 4% or $49,688 at 6%; with 100% employer match about $55,899 at 4% or $37,266 at 6%.
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-10$285,866$44,719$4,472iApproximate average salary by contribution assumption: employee only about $111,797 at 4% or $74,532 at 6%; with 50% employer match about $74,532 at 4% or $49,688 at 6%; with 100% employer match about $55,899 at 4% or $37,266 at 6%.
2001212$523,201$33,357$2,780iApproximate average salary by contribution assumption: employee only about $69,494 at 4% or $46,329 at 6%; with 50% employer match about $46,329 at 4% or $30,886 at 6%; with 100% employer match about $34,747 at 4% or $23,165 at 6%.
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-6$523,201$33,357$5,560iApproximate average salary by contribution assumption: employee only about $138,988 at 4% or $92,658 at 6%; with 50% employer match about $92,658 at 4% or $61,772 at 6%; with 100% employer match about $69,494 at 4% or $46,329 at 6%.
Richard L Shephard & Assoc Inc Money Purchase Pension Trust-12---
200025$571,240$31,017$6,203iApproximate average salary by contribution assumption: employee only about $155,085 at 4% or $103,390 at 6%; with 50% employer match about $103,390 at 4% or $68,927 at 6%; with 100% employer match about $77,543 at 4% or $51,695 at 6%.
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-5$571,240$31,017$6,203iApproximate average salary by contribution assumption: employee only about $155,085 at 4% or $103,390 at 6%; with 50% employer match about $103,390 at 4% or $68,927 at 6%; with 100% employer match about $77,543 at 4% or $51,695 at 6%.
Richard L Shephard & Assoc Inc Money Purchase Pension Trust-5---
199929$674,609$59,762$6,640iApproximate average salary by contribution assumption: employee only about $166,006 at 4% or $110,670 at 6%; with 50% employer match about $110,670 at 4% or $73,780 at 6%; with 100% employer match about $83,003 at 4% or $55,335 at 6%.
Richard L. Shepard & Associates Inc. 401K Profit Sharing Plan & Trust-9$535,847$41,864$4,652iApproximate average salary by contribution assumption: employee only about $116,289 at 4% or $77,526 at 6%; with 50% employer match about $77,526 at 4% or $51,684 at 6%; with 100% employer match about $58,144 at 4% or $38,763 at 6%.
Richard L Shephard & Assoc Inc Money Purchase Pension Trust-9$138,762$17,898$1,989iApproximate average salary by contribution assumption: employee only about $49,717 at 4% or $33,144 at 6%; with 50% employer match about $33,144 at 4% or $22,096 at 6%; with 100% employer match about $24,858 at 4% or $16,572 at 6%.