Sherrard & Roe PLC
Plan context: Sherrard & Roe 401K Profit Sharing Plan
EIN 62-1103779 • Nashville, TN • 27 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
102
2024 Assets
$62,060,419
2024 Contributions
$2,186,175
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2023 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2022 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2021 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2020 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2019 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2018 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2017 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2016 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2015 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2014 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2013 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2012 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2011 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2010 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2009 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2008 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2007 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2006 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2005 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2004 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2003 | 1 | 52 | $0 | $0 | - |
| Sherrard & Roe 401K Profit Sharing Plan | - | 52 | - | - | - |
| 2002 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |
| 2001 | 2 | 52 | $0 | $0 | - |
| Sherrard & Roe 401K Profit Sharing Plan | - | 52 | - | - | - |
| Sherrard & Poe, Plcflexible Benefits Plan | - | 0 | - | - | - |
| 2000 | 1 | 49 | $0 | $0 | - |
| Sherrard & Roe 401K Profit Sharing Plan | - | 49 | - | - | - |
| 1999 | 1 | 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%. |
| Sherrard & Roe 401K 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%. |