Civic Intelligence

Lisa Spalding Sherman

Plan context: Lisa Sherman Profit Sharing Plan

EIN 61-1323055 • Louisville, KY • 19 filings • 2 plans

10339 Linn Station RoadLouisville, KY 40223
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$910,997

2020 Contributions

$30,634

Historical Graphs

Total Assets Over Time

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

$910,997$455,499$0200220112019YearValue
$910,997Latest year 2019

Participants Over Time

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

530200220112019YearValue
4Latest year 2019

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
202010$0$0-
Lisa Sherman Profit Sharing Plan-0$0$0-
201914$910,997$30,634$7,659iApproximate average salary by contribution assumption: employee only about $191,463 at 4% or $127,642 at 6%; with 50% employer match about $127,642 at 4% or $85,094 at 6%; with 100% employer match about $95,731 at 4% or $63,821 at 6%.
Lisa Sherman Profit Sharing Plan-4$910,997$30,634$7,659iApproximate average salary by contribution assumption: employee only about $191,463 at 4% or $127,642 at 6%; with 50% employer match about $127,642 at 4% or $85,094 at 6%; with 100% employer match about $95,731 at 4% or $63,821 at 6%.
201815$721,978$36,462$7,292iApproximate average salary by contribution assumption: employee only about $182,310 at 4% or $121,540 at 6%; with 50% employer match about $121,540 at 4% or $81,027 at 6%; with 100% employer match about $91,155 at 4% or $60,770 at 6%.
Lisa Sherman Profit Sharing Plan-5$721,978$36,462$7,292iApproximate average salary by contribution assumption: employee only about $182,310 at 4% or $121,540 at 6%; with 50% employer match about $121,540 at 4% or $81,027 at 6%; with 100% employer match about $91,155 at 4% or $60,770 at 6%.
201715$756,930$33,597$6,719iApproximate average salary by contribution assumption: employee only about $167,985 at 4% or $111,990 at 6%; with 50% employer match about $111,990 at 4% or $74,660 at 6%; with 100% employer match about $83,993 at 4% or $55,995 at 6%.
Lisa Sherman Profit Sharing Plan-5$756,930$33,597$6,719iApproximate average salary by contribution assumption: employee only about $167,985 at 4% or $111,990 at 6%; with 50% employer match about $111,990 at 4% or $74,660 at 6%; with 100% employer match about $83,993 at 4% or $55,995 at 6%.
201614$615,516$34,690$8,673iApproximate average salary by contribution assumption: employee only about $216,813 at 4% or $144,542 at 6%; with 50% employer match about $144,542 at 4% or $96,361 at 6%; with 100% employer match about $108,406 at 4% or $72,271 at 6%.
Lisa Sherman Profit Sharing Plan-4$615,516$34,690$8,673iApproximate average salary by contribution assumption: employee only about $216,813 at 4% or $144,542 at 6%; with 50% employer match about $144,542 at 4% or $96,361 at 6%; with 100% employer match about $108,406 at 4% or $72,271 at 6%.
201514$534,017$35,921$8,980iApproximate average salary by contribution assumption: employee only about $224,506 at 4% or $149,671 at 6%; with 50% employer match about $149,671 at 4% or $99,781 at 6%; with 100% employer match about $112,253 at 4% or $74,835 at 6%.
Lisa Sherman Profit Sharing Plan-4$534,017$35,921$8,980iApproximate average salary by contribution assumption: employee only about $224,506 at 4% or $149,671 at 6%; with 50% employer match about $149,671 at 4% or $99,781 at 6%; with 100% employer match about $112,253 at 4% or $74,835 at 6%.
201414$514,265$26,866$6,717iApproximate average salary by contribution assumption: employee only about $167,913 at 4% or $111,942 at 6%; with 50% employer match about $111,942 at 4% or $74,628 at 6%; with 100% employer match about $83,956 at 4% or $55,971 at 6%.
Lisa Sherman Profit Sharing Plan-4$514,265$26,866$6,717iApproximate average salary by contribution assumption: employee only about $167,913 at 4% or $111,942 at 6%; with 50% employer match about $111,942 at 4% or $74,628 at 6%; with 100% employer match about $83,956 at 4% or $55,971 at 6%.
201314$480,607$28,857$7,214iApproximate average salary by contribution assumption: employee only about $180,356 at 4% or $120,238 at 6%; with 50% employer match about $120,238 at 4% or $80,158 at 6%; with 100% employer match about $90,178 at 4% or $60,119 at 6%.
Lisa Sherman Profit Sharing Plan-4$480,607$28,857$7,214iApproximate average salary by contribution assumption: employee only about $180,356 at 4% or $120,238 at 6%; with 50% employer match about $120,238 at 4% or $80,158 at 6%; with 100% employer match about $90,178 at 4% or $60,119 at 6%.
201215$380,856$27,400$5,480iApproximate average salary by contribution assumption: employee only about $137,000 at 4% or $91,333 at 6%; with 50% employer match about $91,333 at 4% or $60,889 at 6%; with 100% employer match about $68,500 at 4% or $45,667 at 6%.
Lisa Sherman Profit Sharing Plan-5$380,856$27,400$5,480iApproximate average salary by contribution assumption: employee only about $137,000 at 4% or $91,333 at 6%; with 50% employer match about $91,333 at 4% or $60,889 at 6%; with 100% employer match about $68,500 at 4% or $45,667 at 6%.
201113$309,989$17,137$5,712iApproximate average salary by contribution assumption: employee only about $142,808 at 4% or $95,206 at 6%; with 50% employer match about $95,206 at 4% or $63,470 at 6%; with 100% employer match about $71,404 at 4% or $47,603 at 6%.
Lisa Sherman Profit Sharing Plan-3$309,989$17,137$5,712iApproximate average salary by contribution assumption: employee only about $142,808 at 4% or $95,206 at 6%; with 50% employer match about $95,206 at 4% or $63,470 at 6%; with 100% employer match about $71,404 at 4% or $47,603 at 6%.
201013$299,447$24,600$8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%.
Lisa Sherman Profit Sharing Plan-3$299,447$24,600$8,200iApproximate average salary by contribution assumption: employee only about $205,000 at 4% or $136,667 at 6%; with 50% employer match about $136,667 at 4% or $91,111 at 6%; with 100% employer match about $102,500 at 4% or $68,333 at 6%.
200913$244,374$42,575$14,192iApproximate average salary by contribution assumption: employee only about $354,792 at 4% or $236,528 at 6%; with 50% employer match about $236,528 at 4% or $157,685 at 6%; with 100% employer match about $177,396 at 4% or $118,264 at 6%.
Lisa Sherman Profit Sharing Plan-3$244,374$42,575$14,192iApproximate average salary by contribution assumption: employee only about $354,792 at 4% or $236,528 at 6%; with 50% employer match about $236,528 at 4% or $157,685 at 6%; with 100% employer match about $177,396 at 4% or $118,264 at 6%.
200812$292,133$51,048$25,524iApproximate average salary by contribution assumption: employee only about $638,100 at 4% or $425,400 at 6%; with 50% employer match about $425,400 at 4% or $283,600 at 6%; with 100% employer match about $319,050 at 4% or $212,700 at 6%.
Lisa Sherman Profit Sharing Plan-2$292,133$51,048$25,524iApproximate average salary by contribution assumption: employee only about $638,100 at 4% or $425,400 at 6%; with 50% employer match about $425,400 at 4% or $283,600 at 6%; with 100% employer match about $319,050 at 4% or $212,700 at 6%.
200711$378,656$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Lisa Sherman Profit Sharing Plan-1$378,656$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200611$315,660$46,702$46,702iApproximate average salary by contribution assumption: employee only about $1,167,550 at 4% or $778,367 at 6%; with 50% employer match about $778,367 at 4% or $518,911 at 6%; with 100% employer match about $583,775 at 4% or $389,183 at 6%.
Lisa Sherman Profit Sharing Plan-1$315,660$46,702$46,702iApproximate average salary by contribution assumption: employee only about $1,167,550 at 4% or $778,367 at 6%; with 50% employer match about $778,367 at 4% or $518,911 at 6%; with 100% employer match about $583,775 at 4% or $389,183 at 6%.
200512$235,772$47,358$23,679iApproximate average salary by contribution assumption: employee only about $591,975 at 4% or $394,650 at 6%; with 50% employer match about $394,650 at 4% or $263,100 at 6%; with 100% employer match about $295,988 at 4% or $197,325 at 6%.
Lisa Sherman Profit Sharing Plan-2$235,772$47,358$23,679iApproximate average salary by contribution assumption: employee only about $591,975 at 4% or $394,650 at 6%; with 50% employer match about $394,650 at 4% or $263,100 at 6%; with 100% employer match about $295,988 at 4% or $197,325 at 6%.
200412$174,124$46,275$23,138iApproximate average salary by contribution assumption: employee only about $578,438 at 4% or $385,625 at 6%; with 50% employer match about $385,625 at 4% or $257,083 at 6%; with 100% employer match about $289,219 at 4% or $192,813 at 6%.
Lisa Sherman Profit Sharing Plan-2$174,124$46,275$23,138iApproximate average salary by contribution assumption: employee only about $578,438 at 4% or $385,625 at 6%; with 50% employer match about $385,625 at 4% or $257,083 at 6%; with 100% employer match about $289,219 at 4% or $192,813 at 6%.
200312$114,745$45,783$22,892iApproximate average salary by contribution assumption: employee only about $572,288 at 4% or $381,525 at 6%; with 50% employer match about $381,525 at 4% or $254,350 at 6%; with 100% employer match about $286,144 at 4% or $190,763 at 6%.
Lisa Sherman Profit Sharing Plan-2$114,745$45,783$22,892iApproximate average salary by contribution assumption: employee only about $572,288 at 4% or $381,525 at 6%; with 50% employer match about $381,525 at 4% or $254,350 at 6%; with 100% employer match about $286,144 at 4% or $190,763 at 6%.
200212$51,233$36,921$18,461iApproximate average salary by contribution assumption: employee only about $461,513 at 4% or $307,675 at 6%; with 50% employer match about $307,675 at 4% or $205,117 at 6%; with 100% employer match about $230,756 at 4% or $153,838 at 6%.
Lisa Sherman Profit Sharing Plan-2$51,233$36,921$18,461iApproximate average salary by contribution assumption: employee only about $461,513 at 4% or $307,675 at 6%; with 50% employer match about $307,675 at 4% or $205,117 at 6%; with 100% employer match about $230,756 at 4% or $153,838 at 6%.