Civic Intelligence

Sherlock, Smith & Adams Inc.

Plan context: Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan

EIN 63-0374838 • Montgomery, AL • 26 filings • 6 plans

3047 Carter Hill RoadMontgomery, AL 36111
Current Snapshot

Latest Year

2024

2024 Participants

70

2024 Assets

$13,386,564

2024 Contributions

$576,265

Historical Graphs

Total Assets Over Time

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

$15,922,441$7,961,221$0199920132024YearValue
$13,386,564Latest year 2024

Participants Over Time

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

88440199920122024YearValue
70Latest year 2024

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
2024170$13,386,564$576,265$8,232iApproximate average salary by contribution assumption: employee only about $205,809 at 4% or $137,206 at 6%; with 50% employer match about $137,206 at 4% or $91,471 at 6%; with 100% employer match about $102,904 at 4% or $68,603 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-70$13,386,564$576,265$8,232iApproximate average salary by contribution assumption: employee only about $205,809 at 4% or $137,206 at 6%; with 50% employer match about $137,206 at 4% or $91,471 at 6%; with 100% employer match about $102,904 at 4% or $68,603 at 6%.
2023177$12,716,261$432,652$5,619iApproximate average salary by contribution assumption: employee only about $140,471 at 4% or $93,648 at 6%; with 50% employer match about $93,648 at 4% or $62,432 at 6%; with 100% employer match about $70,236 at 4% or $46,824 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-77$12,716,261$432,652$5,619iApproximate average salary by contribution assumption: employee only about $140,471 at 4% or $93,648 at 6%; with 50% employer match about $93,648 at 4% or $62,432 at 6%; with 100% employer match about $70,236 at 4% or $46,824 at 6%.
2022184$12,906,528$774,574$9,221iApproximate average salary by contribution assumption: employee only about $230,528 at 4% or $153,685 at 6%; with 50% employer match about $153,685 at 4% or $102,457 at 6%; with 100% employer match about $115,264 at 4% or $76,843 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-84$12,906,528$774,574$9,221iApproximate average salary by contribution assumption: employee only about $230,528 at 4% or $153,685 at 6%; with 50% employer match about $153,685 at 4% or $102,457 at 6%; with 100% employer match about $115,264 at 4% or $76,843 at 6%.
2021188$15,922,441$966,272$10,980iApproximate average salary by contribution assumption: employee only about $274,509 at 4% or $183,006 at 6%; with 50% employer match about $183,006 at 4% or $122,004 at 6%; with 100% employer match about $137,255 at 4% or $91,503 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-88$15,922,441$966,272$10,980iApproximate average salary by contribution assumption: employee only about $274,509 at 4% or $183,006 at 6%; with 50% employer match about $183,006 at 4% or $122,004 at 6%; with 100% employer match about $137,255 at 4% or $91,503 at 6%.
2020185$13,956,269$713,944$8,399iApproximate average salary by contribution assumption: employee only about $209,984 at 4% or $139,989 at 6%; with 50% employer match about $139,989 at 4% or $93,326 at 6%; with 100% employer match about $104,992 at 4% or $69,995 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-85$13,956,269$713,944$8,399iApproximate average salary by contribution assumption: employee only about $209,984 at 4% or $139,989 at 6%; with 50% employer match about $139,989 at 4% or $93,326 at 6%; with 100% employer match about $104,992 at 4% or $69,995 at 6%.
2019182$12,700,664$607,398$7,407iApproximate average salary by contribution assumption: employee only about $185,182 at 4% or $123,455 at 6%; with 50% employer match about $123,455 at 4% or $82,303 at 6%; with 100% employer match about $92,591 at 4% or $61,727 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-82$12,700,664$607,398$7,407iApproximate average salary by contribution assumption: employee only about $185,182 at 4% or $123,455 at 6%; with 50% employer match about $123,455 at 4% or $82,303 at 6%; with 100% employer match about $92,591 at 4% or $61,727 at 6%.
2018177$11,183,587$740,123$9,612iApproximate average salary by contribution assumption: employee only about $240,300 at 4% or $160,200 at 6%; with 50% employer match about $160,200 at 4% or $106,800 at 6%; with 100% employer match about $120,150 at 4% or $80,100 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-77$11,183,587$740,123$9,612iApproximate average salary by contribution assumption: employee only about $240,300 at 4% or $160,200 at 6%; with 50% employer match about $160,200 at 4% or $106,800 at 6%; with 100% employer match about $120,150 at 4% or $80,100 at 6%.
2017173$11,832,830$513,898$7,040iApproximate average salary by contribution assumption: employee only about $175,992 at 4% or $117,328 at 6%; with 50% employer match about $117,328 at 4% or $78,219 at 6%; with 100% employer match about $87,996 at 4% or $58,664 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-73$11,832,830$513,898$7,040iApproximate average salary by contribution assumption: employee only about $175,992 at 4% or $117,328 at 6%; with 50% employer match about $117,328 at 4% or $78,219 at 6%; with 100% employer match about $87,996 at 4% or $58,664 at 6%.
2016172$11,918,953$818,546$11,369iApproximate average salary by contribution assumption: employee only about $284,217 at 4% or $189,478 at 6%; with 50% employer match about $189,478 at 4% or $126,319 at 6%; with 100% employer match about $142,109 at 4% or $94,739 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-72$11,918,953$818,546$11,369iApproximate average salary by contribution assumption: employee only about $284,217 at 4% or $189,478 at 6%; with 50% employer match about $189,478 at 4% or $126,319 at 6%; with 100% employer match about $142,109 at 4% or $94,739 at 6%.
2015174$11,089,156$516,058$6,974iApproximate average salary by contribution assumption: employee only about $174,344 at 4% or $116,229 at 6%; with 50% employer match about $116,229 at 4% or $77,486 at 6%; with 100% employer match about $87,172 at 4% or $58,115 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-74$11,089,156$516,058$6,974iApproximate average salary by contribution assumption: employee only about $174,344 at 4% or $116,229 at 6%; with 50% employer match about $116,229 at 4% or $77,486 at 6%; with 100% employer match about $87,172 at 4% or $58,115 at 6%.
2014169$10,932,892$303,609$4,400iApproximate average salary by contribution assumption: employee only about $110,003 at 4% or $73,336 at 6%; with 50% employer match about $73,336 at 4% or $48,890 at 6%; with 100% employer match about $55,002 at 4% or $36,668 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-69$10,932,892$303,609$4,400iApproximate average salary by contribution assumption: employee only about $110,003 at 4% or $73,336 at 6%; with 50% employer match about $73,336 at 4% or $48,890 at 6%; with 100% employer match about $55,002 at 4% or $36,668 at 6%.
2013183$11,655,097$1,159,220$13,967iApproximate average salary by contribution assumption: employee only about $349,163 at 4% or $232,775 at 6%; with 50% employer match about $232,775 at 4% or $155,183 at 6%; with 100% employer match about $174,581 at 4% or $116,388 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-83$11,655,097$1,159,220$13,967iApproximate average salary by contribution assumption: employee only about $349,163 at 4% or $232,775 at 6%; with 50% employer match about $232,775 at 4% or $155,183 at 6%; with 100% employer match about $174,581 at 4% or $116,388 at 6%.
2012180$9,477,851$1,286,337$16,079iApproximate average salary by contribution assumption: employee only about $401,980 at 4% or $267,987 at 6%; with 50% employer match about $267,987 at 4% or $178,658 at 6%; with 100% employer match about $200,990 at 4% or $133,993 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-80$9,477,851$1,286,337$16,079iApproximate average salary by contribution assumption: employee only about $401,980 at 4% or $267,987 at 6%; with 50% employer match about $267,987 at 4% or $178,658 at 6%; with 100% employer match about $200,990 at 4% or $133,993 at 6%.
2011179$7,393,467$874,299$11,067iApproximate average salary by contribution assumption: employee only about $276,677 at 4% or $184,451 at 6%; with 50% employer match about $184,451 at 4% or $122,968 at 6%; with 100% employer match about $138,338 at 4% or $92,226 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-79$7,393,467$874,299$11,067iApproximate average salary by contribution assumption: employee only about $276,677 at 4% or $184,451 at 6%; with 50% employer match about $184,451 at 4% or $122,968 at 6%; with 100% employer match about $138,338 at 4% or $92,226 at 6%.
2010172$6,811,174$1,813,784$25,191iApproximate average salary by contribution assumption: employee only about $629,786 at 4% or $419,857 at 6%; with 50% employer match about $419,857 at 4% or $279,905 at 6%; with 100% employer match about $314,893 at 4% or $209,929 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-72$6,811,174$1,813,784$25,191iApproximate average salary by contribution assumption: employee only about $629,786 at 4% or $419,857 at 6%; with 50% employer match about $419,857 at 4% or $279,905 at 6%; with 100% employer match about $314,893 at 4% or $209,929 at 6%.
2009169$4,502,217$807,801$11,707iApproximate average salary by contribution assumption: employee only about $292,682 at 4% or $195,121 at 6%; with 50% employer match about $195,121 at 4% or $130,081 at 6%; with 100% employer match about $146,341 at 4% or $97,561 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-69$4,502,217$807,801$11,707iApproximate average salary by contribution assumption: employee only about $292,682 at 4% or $195,121 at 6%; with 50% employer match about $195,121 at 4% or $130,081 at 6%; with 100% employer match about $146,341 at 4% or $97,561 at 6%.
2008156$3,030,292$604,830$10,801iApproximate average salary by contribution assumption: employee only about $270,013 at 4% or $180,009 at 6%; with 50% employer match about $180,009 at 4% or $120,006 at 6%; with 100% employer match about $135,007 at 4% or $90,004 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-56$3,030,292$604,830$10,801iApproximate average salary by contribution assumption: employee only about $270,013 at 4% or $180,009 at 6%; with 50% employer match about $180,009 at 4% or $120,006 at 6%; with 100% employer match about $135,007 at 4% or $90,004 at 6%.
2007154$0$0-
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-54---
2006151$3,714,748$318,736$6,250iApproximate average salary by contribution assumption: employee only about $156,243 at 4% or $104,162 at 6%; with 50% employer match about $104,162 at 4% or $69,441 at 6%; with 100% employer match about $78,122 at 4% or $52,081 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-51$3,714,748$318,736$6,250iApproximate average salary by contribution assumption: employee only about $156,243 at 4% or $104,162 at 6%; with 50% employer match about $104,162 at 4% or $69,441 at 6%; with 100% employer match about $78,122 at 4% or $52,081 at 6%.
2005149$3,178,033$179,803$3,669iApproximate average salary by contribution assumption: employee only about $91,736 at 4% or $61,157 at 6%; with 50% employer match about $61,157 at 4% or $40,772 at 6%; with 100% employer match about $45,868 at 4% or $30,579 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-49$3,178,033$179,803$3,669iApproximate average salary by contribution assumption: employee only about $91,736 at 4% or $61,157 at 6%; with 50% employer match about $61,157 at 4% or $40,772 at 6%; with 100% employer match about $45,868 at 4% or $30,579 at 6%.
2004157$2,950,977$216,338$3,795iApproximate average salary by contribution assumption: employee only about $94,885 at 4% or $63,257 at 6%; with 50% employer match about $63,257 at 4% or $42,171 at 6%; with 100% employer match about $47,443 at 4% or $31,628 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-57$2,950,977$216,338$3,795iApproximate average salary by contribution assumption: employee only about $94,885 at 4% or $63,257 at 6%; with 50% employer match about $63,257 at 4% or $42,171 at 6%; with 100% employer match about $47,443 at 4% or $31,628 at 6%.
2003169$2,895,974$333,348$4,831iApproximate average salary by contribution assumption: employee only about $120,778 at 4% or $80,519 at 6%; with 50% employer match about $80,519 at 4% or $53,679 at 6%; with 100% employer match about $60,389 at 4% or $40,259 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-69$2,895,974$333,348$4,831iApproximate average salary by contribution assumption: employee only about $120,778 at 4% or $80,519 at 6%; with 50% employer match about $80,519 at 4% or $53,679 at 6%; with 100% employer match about $60,389 at 4% or $40,259 at 6%.
2002176$2,527,017$294,930$3,881iApproximate average salary by contribution assumption: employee only about $97,016 at 4% or $64,678 at 6%; with 50% employer match about $64,678 at 4% or $43,118 at 6%; with 100% employer match about $48,508 at 4% or $32,339 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-76$2,527,017$294,930$3,881iApproximate average salary by contribution assumption: employee only about $97,016 at 4% or $64,678 at 6%; with 50% employer match about $64,678 at 4% or $43,118 at 6%; with 100% employer match about $48,508 at 4% or $32,339 at 6%.
2001165$0$0-
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-65---
2000160$0$0-
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-60---
1999159$2,878,163$289,202$4,902iApproximate average salary by contribution assumption: employee only about $122,543 at 4% or $81,695 at 6%; with 50% employer match about $81,695 at 4% or $54,464 at 6%; with 100% employer match about $61,272 at 4% or $40,848 at 6%.
Sherlock, Smith and Adams Inc. Profit Sharing & Retirement Plan-59$2,878,163$289,202$4,902iApproximate average salary by contribution assumption: employee only about $122,543 at 4% or $81,695 at 6%; with 50% employer match about $81,695 at 4% or $54,464 at 6%; with 100% employer match about $61,272 at 4% or $40,848 at 6%.