Civic Intelligence

Sherrard Roe Voigt & Harbison PLC

Plan context: Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan

EIN 62-1103779 • Nashville, TN • 28 filings • 5 plans

1600 West End Avenue, Suite 1750Nashville, TN 37203
Current Snapshot

Latest Year

2025

2025 Participants

104

2025 Assets

$72,789,365

2025 Contributions

$2,482,187

Historical Graphs

Total Assets Over Time

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

$72,789,365$36,394,683$0199920142025YearValue
$72,789,365Latest year 2025

Participants Over Time

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

104520199920122025YearValue
104Latest year 2025

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
20251104$72,789,365$2,482,187$23,867iApproximate average salary by contribution assumption: employee only about $596,680 at 4% or $397,786 at 6%; with 50% employer match about $397,786 at 4% or $265,191 at 6%; with 100% employer match about $298,340 at 4% or $198,893 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-104$72,789,365$2,482,187$23,867iApproximate average salary by contribution assumption: employee only about $596,680 at 4% or $397,786 at 6%; with 50% employer match about $397,786 at 4% or $265,191 at 6%; with 100% employer match about $298,340 at 4% or $198,893 at 6%.
20241102$62,060,419$2,186,175$21,433iApproximate average salary by contribution assumption: employee only about $535,827 at 4% or $357,218 at 6%; with 50% employer match about $357,218 at 4% or $238,145 at 6%; with 100% employer match about $267,914 at 4% or $178,609 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-102$62,060,419$2,186,175$21,433iApproximate average salary by contribution assumption: employee only about $535,827 at 4% or $357,218 at 6%; with 50% employer match about $357,218 at 4% or $238,145 at 6%; with 100% employer match about $267,914 at 4% or $178,609 at 6%.
2023185$53,234,368$2,120,467$24,947iApproximate average salary by contribution assumption: employee only about $623,667 at 4% or $415,778 at 6%; with 50% employer match about $415,778 at 4% or $277,185 at 6%; with 100% employer match about $311,833 at 4% or $207,889 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-85$53,234,368$2,120,467$24,947iApproximate average salary by contribution assumption: employee only about $623,667 at 4% or $415,778 at 6%; with 50% employer match about $415,778 at 4% or $277,185 at 6%; with 100% employer match about $311,833 at 4% or $207,889 at 6%.
2022181$46,273,278$2,068,937$25,542iApproximate average salary by contribution assumption: employee only about $638,561 at 4% or $425,707 at 6%; with 50% employer match about $425,707 at 4% or $283,805 at 6%; with 100% employer match about $319,280 at 4% or $212,854 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-81$46,273,278$2,068,937$25,542iApproximate average salary by contribution assumption: employee only about $638,561 at 4% or $425,707 at 6%; with 50% employer match about $425,707 at 4% or $283,805 at 6%; with 100% employer match about $319,280 at 4% or $212,854 at 6%.
2021181$60,966,265$2,023,894$24,986iApproximate average salary by contribution assumption: employee only about $624,659 at 4% or $416,439 at 6%; with 50% employer match about $416,439 at 4% or $277,626 at 6%; with 100% employer match about $312,329 at 4% or $208,220 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-81$60,966,265$2,023,894$24,986iApproximate average salary by contribution assumption: employee only about $624,659 at 4% or $416,439 at 6%; with 50% employer match about $416,439 at 4% or $277,626 at 6%; with 100% employer match about $312,329 at 4% or $208,220 at 6%.
2020177$51,876,802$1,870,344$24,290iApproximate average salary by contribution assumption: employee only about $607,255 at 4% or $404,836 at 6%; with 50% employer match about $404,836 at 4% or $269,891 at 6%; with 100% employer match about $303,627 at 4% or $202,418 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-77$51,876,802$1,870,344$24,290iApproximate average salary by contribution assumption: employee only about $607,255 at 4% or $404,836 at 6%; with 50% employer match about $404,836 at 4% or $269,891 at 6%; with 100% employer match about $303,627 at 4% or $202,418 at 6%.
2019175$42,542,838$1,746,076$23,281iApproximate average salary by contribution assumption: employee only about $582,025 at 4% or $388,017 at 6%; with 50% employer match about $388,017 at 4% or $258,678 at 6%; with 100% employer match about $291,013 at 4% or $194,008 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-75$42,542,838$1,746,076$23,281iApproximate average salary by contribution assumption: employee only about $582,025 at 4% or $388,017 at 6%; with 50% employer match about $388,017 at 4% or $258,678 at 6%; with 100% employer match about $291,013 at 4% or $194,008 at 6%.
2018173$35,707,537$1,436,921$19,684iApproximate average salary by contribution assumption: employee only about $492,096 at 4% or $328,064 at 6%; with 50% employer match about $328,064 at 4% or $218,709 at 6%; with 100% employer match about $246,048 at 4% or $164,032 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-73$35,707,537$1,436,921$19,684iApproximate average salary by contribution assumption: employee only about $492,096 at 4% or $328,064 at 6%; with 50% employer match about $328,064 at 4% or $218,709 at 6%; with 100% employer match about $246,048 at 4% or $164,032 at 6%.
2017169$36,751,769$1,386,608$20,096iApproximate average salary by contribution assumption: employee only about $502,394 at 4% or $334,929 at 6%; with 50% employer match about $334,929 at 4% or $223,286 at 6%; with 100% employer match about $251,197 at 4% or $167,465 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-69$36,751,769$1,386,608$20,096iApproximate average salary by contribution assumption: employee only about $502,394 at 4% or $334,929 at 6%; with 50% employer match about $334,929 at 4% or $223,286 at 6%; with 100% employer match about $251,197 at 4% or $167,465 at 6%.
2016173$31,802,418$1,417,228$19,414iApproximate average salary by contribution assumption: employee only about $485,352 at 4% or $323,568 at 6%; with 50% employer match about $323,568 at 4% or $215,712 at 6%; with 100% employer match about $242,676 at 4% or $161,784 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-73$31,802,418$1,417,228$19,414iApproximate average salary by contribution assumption: employee only about $485,352 at 4% or $323,568 at 6%; with 50% employer match about $323,568 at 4% or $215,712 at 6%; with 100% employer match about $242,676 at 4% or $161,784 at 6%.
2015171$28,596,510$1,325,719$18,672iApproximate average salary by contribution assumption: employee only about $466,802 at 4% or $311,202 at 6%; with 50% employer match about $311,202 at 4% or $207,468 at 6%; with 100% employer match about $233,401 at 4% or $155,601 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-71$28,596,510$1,325,719$18,672iApproximate average salary by contribution assumption: employee only about $466,802 at 4% or $311,202 at 6%; with 50% employer match about $311,202 at 4% or $207,468 at 6%; with 100% employer match about $233,401 at 4% or $155,601 at 6%.
2014167$27,536,347$1,252,413$18,693iApproximate average salary by contribution assumption: employee only about $467,318 at 4% or $311,546 at 6%; with 50% employer match about $311,546 at 4% or $207,697 at 6%; with 100% employer match about $233,659 at 4% or $155,773 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-67$27,536,347$1,252,413$18,693iApproximate average salary by contribution assumption: employee only about $467,318 at 4% or $311,546 at 6%; with 50% employer match about $311,546 at 4% or $207,697 at 6%; with 100% employer match about $233,659 at 4% or $155,773 at 6%.
2013166$24,895,269$1,310,187$19,851iApproximate average salary by contribution assumption: employee only about $496,283 at 4% or $330,855 at 6%; with 50% employer match about $330,855 at 4% or $220,570 at 6%; with 100% employer match about $248,141 at 4% or $165,428 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-66$24,895,269$1,310,187$19,851iApproximate average salary by contribution assumption: employee only about $496,283 at 4% or $330,855 at 6%; with 50% employer match about $330,855 at 4% or $220,570 at 6%; with 100% employer match about $248,141 at 4% or $165,428 at 6%.
2012166$19,251,752$1,366,584$20,706iApproximate average salary by contribution assumption: employee only about $517,645 at 4% or $345,097 at 6%; with 50% employer match about $345,097 at 4% or $230,065 at 6%; with 100% employer match about $258,823 at 4% or $172,548 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-66$19,251,752$1,366,584$20,706iApproximate average salary by contribution assumption: employee only about $517,645 at 4% or $345,097 at 6%; with 50% employer match about $345,097 at 4% or $230,065 at 6%; with 100% employer match about $258,823 at 4% or $172,548 at 6%.
2011166$16,098,773$1,237,898$18,756iApproximate average salary by contribution assumption: employee only about $468,901 at 4% or $312,601 at 6%; with 50% employer match about $312,601 at 4% or $208,400 at 6%; with 100% employer match about $234,450 at 4% or $156,300 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-66$16,098,773$1,237,898$18,756iApproximate average salary by contribution assumption: employee only about $468,901 at 4% or $312,601 at 6%; with 50% employer match about $312,601 at 4% or $208,400 at 6%; with 100% employer match about $234,450 at 4% or $156,300 at 6%.
2010166$14,992,848$1,246,255$18,883iApproximate average salary by contribution assumption: employee only about $472,066 at 4% or $314,711 at 6%; with 50% employer match about $314,711 at 4% or $209,807 at 6%; with 100% employer match about $236,033 at 4% or $157,355 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-66$14,992,848$1,246,255$18,883iApproximate average salary by contribution assumption: employee only about $472,066 at 4% or $314,711 at 6%; with 50% employer match about $314,711 at 4% or $209,807 at 6%; with 100% employer match about $236,033 at 4% or $157,355 at 6%.
2009165$12,102,277$1,136,365$17,483iApproximate average salary by contribution assumption: employee only about $437,063 at 4% or $291,376 at 6%; with 50% employer match about $291,376 at 4% or $194,250 at 6%; with 100% employer match about $218,532 at 4% or $145,688 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-65$12,102,277$1,136,365$17,483iApproximate average salary by contribution assumption: employee only about $437,063 at 4% or $291,376 at 6%; with 50% employer match about $291,376 at 4% or $194,250 at 6%; with 100% employer match about $218,532 at 4% or $145,688 at 6%.
2008144$8,686,051$1,069,559$24,308iApproximate average salary by contribution assumption: employee only about $607,704 at 4% or $405,136 at 6%; with 50% employer match about $405,136 at 4% or $270,091 at 6%; with 100% employer match about $303,852 at 4% or $202,568 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-44$8,686,051$1,069,559$24,308iApproximate average salary by contribution assumption: employee only about $607,704 at 4% or $405,136 at 6%; with 50% employer match about $405,136 at 4% or $270,091 at 6%; with 100% employer match about $303,852 at 4% or $202,568 at 6%.
2007145$11,523,660$1,052,296$23,384iApproximate average salary by contribution assumption: employee only about $584,609 at 4% or $389,739 at 6%; with 50% employer match about $389,739 at 4% or $259,826 at 6%; with 100% employer match about $292,304 at 4% or $194,870 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-45$11,523,660$1,052,296$23,384iApproximate average salary by contribution assumption: employee only about $584,609 at 4% or $389,739 at 6%; with 50% employer match about $389,739 at 4% or $259,826 at 6%; with 100% employer match about $292,304 at 4% or $194,870 at 6%.
2006151$10,084,447$1,038,002$20,353iApproximate average salary by contribution assumption: employee only about $508,825 at 4% or $339,216 at 6%; with 50% employer match about $339,216 at 4% or $226,144 at 6%; with 100% employer match about $254,412 at 4% or $169,608 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-51$10,084,447$1,038,002$20,353iApproximate average salary by contribution assumption: employee only about $508,825 at 4% or $339,216 at 6%; with 50% employer match about $339,216 at 4% or $226,144 at 6%; with 100% employer match about $254,412 at 4% or $169,608 at 6%.
2005143$7,965,872$770,357$17,915iApproximate average salary by contribution assumption: employee only about $447,882 at 4% or $298,588 at 6%; with 50% employer match about $298,588 at 4% or $199,059 at 6%; with 100% employer match about $223,941 at 4% or $149,294 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-43$7,965,872$770,357$17,915iApproximate average salary by contribution assumption: employee only about $447,882 at 4% or $298,588 at 6%; with 50% employer match about $298,588 at 4% or $199,059 at 6%; with 100% employer match about $223,941 at 4% or $149,294 at 6%.
2004149$6,678,964$761,685$15,545iApproximate average salary by contribution assumption: employee only about $388,615 at 4% or $259,077 at 6%; with 50% employer match about $259,077 at 4% or $172,718 at 6%; with 100% employer match about $194,307 at 4% or $129,538 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-49$6,678,964$761,685$15,545iApproximate average salary by contribution assumption: employee only about $388,615 at 4% or $259,077 at 6%; with 50% employer match about $259,077 at 4% or $172,718 at 6%; with 100% employer match about $194,307 at 4% or $129,538 at 6%.
2003152$0$0-
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-52---
2002154$3,872,246$748,561$13,862iApproximate average salary by contribution assumption: employee only about $346,556 at 4% or $231,037 at 6%; with 50% employer match about $231,037 at 4% or $154,025 at 6%; with 100% employer match about $173,278 at 4% or $115,519 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-54$3,872,246$748,561$13,862iApproximate average salary by contribution assumption: employee only about $346,556 at 4% or $231,037 at 6%; with 50% employer match about $231,037 at 4% or $154,025 at 6%; with 100% employer match about $173,278 at 4% or $115,519 at 6%.
2001252$0$0-
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-52---
Sherrard & Poe, Plcflexible Benefits Plan-0---
2000149$0$0-
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-49---
1999146$3,332,941$518,879$11,280iApproximate average salary by contribution assumption: employee only about $281,999 at 4% or $188,000 at 6%; with 50% employer match about $188,000 at 4% or $125,333 at 6%; with 100% employer match about $141,000 at 4% or $94,000 at 6%.
Sherrard Roe Voigt & Harbison PLC 401(K) Profit Sharing Plan-46$3,332,941$518,879$11,280iApproximate average salary by contribution assumption: employee only about $281,999 at 4% or $188,000 at 6%; with 50% employer match about $188,000 at 4% or $125,333 at 6%; with 100% employer match about $141,000 at 4% or $94,000 at 6%.