Joseph L. Shepard
Plan context: Joseph L. Shepard Profit Sharing Plan
EIN 62-1655112 • 9 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$5,061,016
2025 Contributions
$8,926
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $5,061,016 | $0 | - |
| Joseph L. Shepard Profit Sharing Plan | - | 1 | $5,061,016 | - | - |
| 2024 | 1 | 1 | $4,923,078 | $0 | - |
| Joseph L. Shepard Profit Sharing Plan | - | 1 | $4,923,078 | - | - |
| 2023 | 1 | 1 | $4,880,215 | $0 | - |
| Joseph L. Shepard Profit Sharing Plan | - | 1 | $4,880,215 | - | - |
| 2022 | 1 | 1 | $5,261,738 | $8,926 | $8,926iApproximate average salary by contribution assumption: employee only about $223,150 at 4% or $148,767 at 6%; with 50% employer match about $148,767 at 4% or $99,178 at 6%; with 100% employer match about $111,575 at 4% or $74,383 at 6%. |
| Joseph L. Shepard Profit Sharing Plan | - | 1 | $5,261,738 | $8,926 | $8,926iApproximate average salary by contribution assumption: employee only about $223,150 at 4% or $148,767 at 6%; with 50% employer match about $148,767 at 4% or $99,178 at 6%; with 100% employer match about $111,575 at 4% or $74,383 at 6%. |
| 2021 | 1 | 1 | $4,961,731 | $0 | - |
| Joseph L. Shepard Profit Sharing Plan | - | 1 | $4,961,731 | - | - |
| 2020 | 1 | 1 | $4,147,108 | $0 | - |
| Joseph L. Shepard Profit Sharing Plan | - | 1 | $4,147,108 | - | - |
| 2019 | 1 | 1 | $4,057,921 | $0 | - |
| Joseph L. Shepard Profit Sharing Plan | - | 1 | $4,057,921 | - | - |
| 2018 | 1 | 2 | $3,137,419 | $0 | - |
| Joseph L. Shepard Profit Sharing Plan | - | 2 | $3,137,419 | - | - |
| 2017 | 1 | 2 | $2,980,066 | $43,087 | $21,544iApproximate average salary by contribution assumption: employee only about $538,588 at 4% or $359,058 at 6%; with 50% employer match about $359,058 at 4% or $239,372 at 6%; with 100% employer match about $269,294 at 4% or $179,529 at 6%. |
| Joseph L. Shepard Profit Sharing Plan | - | 2 | $2,980,066 | $43,087 | $21,544iApproximate average salary by contribution assumption: employee only about $538,588 at 4% or $359,058 at 6%; with 50% employer match about $359,058 at 4% or $239,372 at 6%; with 100% employer match about $269,294 at 4% or $179,529 at 6%. |